You can add a Map visualization to your dossier, to display your data as map markers on an interactive map. Inside 'Panel1', add a grid by clicking Insert 'Grid. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. e report filter is applied in the where clause of the Sql. Selector: The following options are available for selectors. Type the pop-up text in the Tooltip field. The Conditional Formatting dialog box opens. This checkbox is cleared by default. When you execute and view a report in MicroStrategy Web, the interface allows you to manipulate and explore the report data you are viewing. Select the section to print or display on a new page. Users must have the. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. 4. In the Run Modes area, select the format (s) in which the document can be exported: •. There are several important factors to consider before tuning your system’s heap size settings. Note: By clicking the "Don't show this message next time" option, the "Automatic Column Widths" option must be turned off manually. Choose Reports/Documents to be scheduled (Answer the prompts, if any) and click Next. Copy the URL link for the report that appears inside the source tag, like shown below. 2. NET application that can run on both Windows 2000 and 2003 and Internet Information Services 5. Fully customizable with editors in Dossier or Web Report Services Documents (DHTML widgets) for appearance; Compatible with all supported versions of MicroStrategy Desktop, Web, Library and Mobile. Click Field to open a drop-down menu of the attributes and metrics on the Grid. MicroStrategy SDK 2022. In MicroStrategy 10. The same report accessed in web. Dynamic Custom Group in Dashboards or Dossiers. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Exporting a document. You can modify export options in the User Preferences page. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. txt file). You can search, view, and edit all project-level settings. Click the document name or icon. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. x. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. Selecting the display theme for a document . 3. This article will not discuss the hardware. Custom groups enable users to view specific elements based on a metric or specification. Right click on the dynamic text and then click on "Format". About prompts. In the Datasets pane, select the object or objects by which to group. For formatting ideas, see Formatting suggestions. Select Image from the Insert menu, or click the Image icon in the toolbar. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. Right-click the document name or icon, and select Edit. Select Image from the Insert menu, or click the Image icon in the toolbar. x. The editable mode is a fantastic resource for fine-tuning the layout of a document. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. In MicroStrategy Web 10. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. in MSTR, go to project config, increase the project memory settings. Selecting the display theme for a document . 1 and 10. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. x. The add-in introduces the ability to import and refresh reports and. You can insert an image such as a logo into a document. The ODBC connection uses 3. Each layout will start on a new page. Open Microsoft Office on the web. Click Certify. Create a grid report in MicroStrategy Web 9. View Documents. To enable totals or subtotals for a metric. Mac. Open up the same document in MicroStrategy Web 10. If the document is open in Presentation Mode, click the menu icon on. x. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. To create a selector that updates a dynamic text field on a panel stack. A prompt allows a user to provide an answer to restrict or filter data during report execution. Click the menu icon on the right, and select Print. The term "versioning" has two different meanings in a MicroStrategy context. 413 Advanced Documents: Interactivity and Joining Datasets 2022. Using Subscription Monitor in MicroStrategy Developer. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. NET): Program FilesCommon FilesMicroStrategy directory. From a project in MicroStrategy Developer, navigate to the folder containing the document. At this stage, all metrics are available in both S1 and S2, but the order is different. 4. Dynamic Custom Group in Dashboards or Dossiers. Click in the desired section of the Layout area. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. * MicroStrategy does have support for dynamic sourcing with MDX sources. You can add one or more datasets to the document. To apply the selections as a slice, clear the Apply selections as a filter. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. Select the Dropdown Icon () on the right-hand side of the title bar. Select the prompt to modify and click the up or down arrows to change its order. Data quality. Click the location in the layout area to add the selector to. Read the parameter as per:Creating multi-layout documents. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. Administrators are encouraged to consult the following Microsoft. The following figure displays the SQL. Motivation: Customers can bring in data as a cache so they can save on costs using Snowflake. 1. From the left, select General. Documents can. Excel: This allows the user to export the document to Microsoft Excel in . Add the two reports Report Item Orders and Revenue and. Generate Oracle AWR report or monitor the database to identify the low performance query. For information on connecting to databases, see Connect to Databases. MicroStrategy recommends the following best practices for network design: Place the web server machines close to the intelligence server machines. For descriptions of the various options, see How to Email a Report or Document. Click Field to open a drop-down menu of the attributes and metrics on the Grid. You can specify another database instance in this field. These objects include attributes, custom groups, consolidations, and metrics. A control can be any of the following: •. In MicroStrategy Developer, open the folder that contains the attribute to modify. If a message is displayed asking if you want to use read only mode or edit mode, select Edit and click OK to open the Attribute Editor in edit mode so that you can make changes to the attribute. The owner usually defines the permissions for how the object can be used and by whom. Select Export from Home menu, and then click PDF. Adding Text and Data to Documents. The owner usually defines the permissions for how the object can be used and by whom. If you hold down the CTRL key while resizing, snap to grid is temporarily turned off. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. In the General area, specify whether you want to export all layouts or only the current layout by selecting one of the following:To Sort or Pivot Data in a Document. Impact: Capability. Click the link for the desired manual or other documentation source. To select multiple objects, press and hold CTRL while clicking the objects. Connecting in two-tier mode invokes a direct connection from MicroStrategy Desktop to the metadata. The Insert Function dialog box opens. 0. As we know, the two key factors which decide the success of BI application software implementation are. wherever you want on the canvas and use the layers. Documents have a series of icons at the top of the page. From the left, click Export. Trim the sections for which no data was available. When you create a document, you can specify the data that appears, control. The document has one layout, is grouped, and the page-by selections are set to all. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. Refresh the page, check Medium ’s site status, or find something interesting to read. Note: Users cannot schedule reports with prompts unless the report has default answers. 0+, you have the ability to see how long it takes each visualization to execute, what query is being sent to the DataWarehouse, or what request is being done to an In-Memory intelligent cube. To export the report to Microsoft Excel as plain text, select Excel with plain text. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. For details, see the MicroStrategy Tech Notes TN11275 and. 2. If the document is not grouped, no bookmarks are generated. mstrc. Below are some keyboard shortcuts to fine-tune the layers' positions. For more information and full documentation regarding the release, visit the What’s New section of. From a project in MicroStrategy Developer, navigate to the folder containing the document. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Make the necessary changes to the document and then save and close the document. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. Depending on the document, the icons listed at the top may vary. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Use Index on all Key columns ( for conditions from WHERE clause,. The dataset appears in bold text. The document opens in Design View in the Document Editor. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in. For example, if you do not have administrative privileges, you do not see the Administration menu. The third line does not use any HTML tags. 2. We empower you with the skills to get the most out of your analytics investment. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. To create multiple. Excel: This allows the user to export the document to Microsoft Excel in . x. This section discusses how to analyze your users' requirements, and the ways you can configure and tune your system to meet. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Save the document as D1. Right-click the selector, then select Properties and Formatting. For details to set preferences for Report Services documents, see Report Services Preferences. The steps below show you how to create a custom group in MicroStrategy Web. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. 411 Project. The New Grid dialog box opens. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. To Export a Report or Document from the History List. General hardware recommendations. You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. To make changes to the project settings, in Developer, right-click the project name, select Project Configuration, expand Caching, expand Result Caches, and select Creation (to specify whether and how caches are created), Storage. Inside 'Panel1', add a grid by clicking Insert 'Grid. 155. Gather information about your MicroStrategy project. To add a tooltip to a control. By default, only the DESC form is in display form: If users wish to sort by a non-displayed form, such as DATE, in the Report Service document, the following steps can be taken:MicroStrategy Web Based Training (WBT), MicroStrategy World, Office Intelligence, Best in Business Intelligence, Pixel Perfect , Global Delivery Center, MicroStrategy Identity Platform, MicroStr ategy Loyalty Platform, Direct Connect, Ente rprise Grade Security For Every Business, Build Your Own BusinessThese suggestions will help you design an effective, attractive, and practical document. One of your most important jobs as a MicroStrategy system administrator is to find the balance that maximizes the use of your system's capacity to provide the best performance possible for the required number of users. You can now see Dossiers and Documents in Dark Mode. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. In this Example we will use the MicroStrategy Tutorial Project using a Time Dimension Attribute going across along with the metrics where any other non-Time dimension attribute going vertically, without repeating Attribute values. To edit a document in Design Mode, from a folder, right-click the document and select Edit. 11, 10. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. Flip through the panels in a panel stack. Use developer tools to view the HTML so that you can find the element ID for the group-by element. To remove a dataset from the document, click the name of the dataset that you want. Video Tutorials. This document demonstrates how to change the type of the date to a desired format such as 20080121 and use it as the filename. Check the Certified option and click Ok. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. MicroStrategy Report Services, the enterprise reporting engine of the MicroStrategy BI platform, enables the creation and viewing of pixel perfect, highly formatted documents, scorecards, and dynamic dashboards. The document displays in its default display mode. 4. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 5+: Preview Dark Mode. Specifically, this guide provides the following information:For example, you can align a heading in the Detail Header above its data column in the Detail section. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. In the list of categories on the left, click Subtotals. Forecast Sales. Visit the data visualization and data dashboard galleries for inspiration. The Document and Dashboard Analysis Guide describes the steps for a business analyst to execute and analyze a document in MicroStrategy Web and MicroStrategy Developer. MicroStrategy analytical modules are packaged analytic components built using the MicroStrategy platform. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. ; You can create multiple cache, History List, Intelligent Cube, or Mobile subscriptions at one time for a user or user group using the Subscription Wizard. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. To "float" the Grid/Graph on top of the background, apply a. • In MicroStrategy 11. The PostgreSQL ODBC Driver has the best cube publish performance as it has the highest throughput. The HTML tags format the first line as a heading 2. For general tuning of Snowflake, please take advantage of the Snowflake Tuning page. Insert an HTML container and insert the script below. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. To print a document. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. x, Control Documents provide a way to personalize the name of files generated by services. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. To print all of the pages in. For tuning details, see the appropriate section in the Installation and Configuration Guide. Expand the Public Objects folder, then expand the Reports folder. x. In the Grouping panel, right-click the grouping field on which to enable page-by. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. With a . Follow the instruction below to prohibit users from exporting a specific document: 1. Expand and collapse individual levels by clicking the or icons within each row on the report. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. Creating documents You can create a document in one of several ways, depending on your needs: • On your own from start to finish using Design Mode or Editable Mode,. Toolbar Options. Prior to MicroStrategy 9. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. CTRL + click to select the desired reports from the MicroStrategy Developer window. 2. The data from the datasets is used to populate the report. Administrators can export the project settings in this tab to a . (Optional) Use the Up and Down buttons. 9. There are multiple ways to intervene the database to generate a better SQL execution plan. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. How the user answers the question determines what data is displayed on the report when it is returned from your data source. The Browse for Folder dialog box opens. If the Export to PDF icon is unavailable, you must select PDF as an export format. The Configure Transactions Editor opens. To "float" the Grid/Graph on top of the background, apply a. In MicroStrategy Web, open the document in Design or Editable Mode. 1. 3. ( How?) Select the control and do one of the following: Size the control on the Layout area: Select the control, and drag any of its red sizing handles to its new size. x The first step in analyzing the performance of Intelligent Cube Publication is to look at the post-execution SQL view of the initially published Intelligent Cube and understanding the breakdown. To edit a document in Design Mode, from a folder, right-click the document and select Edit. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. Also, see the documentation for your particular Web application server for additional tuning information. MicroStrategy Desktop 8. A common requirement is to have a link in the second Report Services Document to return to the first report. col1, s1. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Alternatively, when the Schedule Manager folder is selected, users may go to the File menu in MicroStrategy Desktop and Select New and then Schedule. In the Run Modes area, select the format (s) in which the document can be exported: •. Create a metric selector S1. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an object This kbase article is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy 9. Example: my_computersharedmyimage. To turn on execution control documents, create a publication using the Publication Wizard or select 'Show advanced content sections' in the Service Wizard, as shown below:To add a dataset to the document, click the Add Dataset icon . The documents must be worked on simultaneously, so. From the Language drop-down list, specify the language in which to display MicroStrategy Web pages. 2. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. When you apply the visualization to the document in MicroStrategy Web, make sure to check the iPad option in the widget editor and save the document. The Export to PDF dialog box opens. 4. The legend frame is moved to one of the default locations on the graph report. Network configuration best practices. Autostyles can be either saved based on an existing document or they can. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. The second document, Ex. 10, 10. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. x reports display the 'Metrics' column on the report grids by default. The new template should be viewable when prompted to choose. The MicroStrategy Intelligence Server backs up all cache files to disk and must use file descriptors to access them. These documents can be executed in PDF, seen in MicroStrategy Web and exported to Excel. 6. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. The schedule wizard will be displayed as shown below. In the Property List Window, set the 'Hide if empty' value to 'True. A broad selection of data visualizations (called widgets) and a wide variety of formatting options, including graph styles, shapes, document headers and footers, and watermarks, allows you to customize and fine-tune the. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. 3 : From the Format menu, select Properties and Formatting. 3. •Command Manager - Performs various administrative and application development tasks by using text commands that can be save as script. 1. MicroStrategy Document Creation Help. On the Freeform Sources tab, select Create Freeform SQL report. Click the menu icon on the right, and select Send Now. In MicroStrategy 2019, exporting a dossier with a large amount of content to a PDF may result in the following error: "Dossier content size exceeds the PDF Export Engine limit. Last updated: Dec 12, 2022. The document, named document_name. To do this, click in a blank area in the section. x - 10. 2, user can apply a formatting theme to an entire Report Service document or to a specific object, such as a selector or text field, on a Report Service document. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. In the Office Add-ins dialog, click Upload My Add-in. 5. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. When you export a report, you move a copy of the report into. Interacting with a Document: Selectors. MicroStrategy Administration •With system Manager – Combine multiple processes for MSTR environment into single work flow that can be deployed at a scheduled time or on Demand. Exercises: Documents and MicroStrategy OLAP Services. 19. Select or multi-select users as recipients of the dossier. Excel: This allows the user to export the document to Microsoft Excel in . Designing and Creating Documents begins with a brief review of basic concepts, such as executing and printing documents, that are covered in the MicroStrategy Web help. When viewing Report Services Documents in MicroStrategy Web 9. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. To delete a layout from a multi-layout document INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. In a Report Services Document, when placing objects in the layout, the objects will snap to the grid dots that are seen in the background. Editable mode allows the designer to work in a "What You See Is What You Get" environment, so that every applied change is immediately visible on the screen, with no need to switch. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. To email a report or document on a schedule. Save the report. x. There are two ways to insert an image through MicroStrategy Web interface directly: 1. 4. Dashboard-style Documents. Useful Design TechniquesTo hide the 'My Reports' link after the Administrator has enable this feature, users must follow the steps below: Log into MicroStrategy Web as a user with web administration privileges. To add a section to a document. As such, it is subject to any recommendations issued by Microsoft. A text field to type new notes. Click the Options icon . Scenario 2:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. 0 and add a derived attribute, right clicking an attribute and selecting Insert new attribute. To format numbers in text fields. When you move the cursor to the Layout area, the pointer becomes crosshairs. On the Freeform Sources tab, select Create Freeform SQL report. The datasets available to a document determine its content. Installation on the Desktop. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. 2. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. To drill on this object, hover over the underlined object, click , and click the drill. •. ) MicroStrategy applications are then defined entirely in terms of the views, rather than the physical tables themselves. xls format. 2 : If the document contains multiple layouts. Open MicroStrategy Workstation or MicroStrategy Web. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. 0, one fifth of the training data was always reserved for validating the model built on the remaining four fifths of the data. Steps to format borders. To create a static label, type text: a. x - 10. Alternatively, you can add documents from a. Enable quick switch between graph view and grid view. Viewing the SQL provides a good way to troubleshoot and fine-tune the selection of data that is retrieved from your data source and displayed in reports. (A dataset is a set of data that can be displayed on a document; it can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. A cache will be created on MicroStrategy Intelligence Server for each individual dataset report(s) in the Report Services document. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. The first document was technical document entitled "Narrowcast Server 7. Drill on an item in a graph. "View Notes" privilege to see any notes that have been added to the document. KB426596: In MicroStrategy Web 10. Interact with the data in real time (with targeting, filtering, and more). Users must have the "Add Notes" privilege to add new notes, but they do not need write access control on the document. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. 2. Enter a name for the custom group in the Enter Custom Group Name Here field. 1. From the Home menu, select Page Setup. Another method to format all controls of the same type in a single way, or to format all documents in a single way, is to use an Autostyle, which is a saved set of formatting that can be applied to all controls of a given type or to a set of documents so that they all have the same look and feel. These MicroStrategy Web features are discussed briefly in the topics listed below. In MicroStrategy Web, open the document in Design or Editable Mode. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. Excel with plain text: Export the report to Microsoft Excel as plain text. Therefore, prompts allow report designers to create reports that let users change the report content at run. On the My Subscriptions page, under the Email section, click Add email subscription. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. Open a document in the Document Editor. Self-service support. In the Document Properties -> Document section, uncheck all available. MicroStrategy Desktop 8. For reports and documents, the owner is also listed on the Details page. Right click and select New and then Schedule. 0 and 6. By default, the document opens in Presentation Mode. These icons provide different ways for you to view, interact, and share your document. One of your most important jobs as a MicroStrategy system administrator is to find the balance that maximizes the use of your system's capacity to provide the best.