3. The Properties and Formatting dialog box opens. On the left, select Page. Minimum MicroStrategy version: 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. ) User can now select the Gotham Medium font in Developer. MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. Click Field to open a drop-down menu of the attributes and metrics on the Grid. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. For descriptions of the various options, see How to Email a Report or Document. TTF format) and install the file. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. VLDB settings 4. However, dynamic tooltips added to grids and graphs are displayed as static text after executing the document in Web. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. 1. To "float" the Grid/Graph on top of the background, apply a. A Grid/Graph acts as a standard MicroStrategy report. Additional performance tuning best practices for OLAP Services are provided in the System Administration Help. The default MicroStrategy 2020 settings are optimal for SAP HANA 2. Right click and select New and then Schedule. From the left, click Export. Click the numbered buttons above the report to expand or collapse data for the page. Mac. Create a metric selector S2. Build faster,more secure, more resilient applications and develop them quicker than ever. Users can wrangle, model, and enrich your data from PostgreSQL, as well as blend with other data sources. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. 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. To see sample documents in MicroStrategy Web: 1. The document opens in PDF View, in Acrobat Reader. In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. Use Aggregate tables 2. Select Image from the Insert menu, or click the Image icon in the toolbar. 9. Administrators are encouraged to consult the following Microsoft. x. MicroStrategy’s October release is now available! We are more than a month into Fall, Pumpkin rush is going down, and Halloween has returned allowing us to enjoy trick-or-treating — and here at…. A document displays your organization's data in a format that is similar to a PowerPoint presentation, where several grid and graph reports can be viewed at the same time, along with images and text. Follow below steps. KB440273. Trim the sections for which no data was available. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. Create and save the prompt. A user may want to move the objects in smaller or larger increments. MicroStrategy Document Creation Help. A common requirement is to have a link in the second Report Services Document to return to the first report. The order of the document's grouping is determined by the order of grouping fields from left to right in the Grouping panel. To change the mode, click its icon on the toolbar. A URL which defines the object's location in MicroStrategy Web. CTRL + click to select the desired reports from the MicroStrategy Developer window. 3. 2. 155 Derived Metrics, View Filters, and Derived Elements. To Create a Custom Group. MicroStrategy recommends the following best practices for network design: Place the web server machines close to the intelligence server machines. 0. There are several important factors to consider before tuning your. Place Intelligence Server close to the both the data warehouse and the metadata repository. Add the. When MicroStrategy trains a decision tree model, the decision tree algorithm splits the training data into two sets; one set is used to develop the tree and the other set is used to validate it. 3. Drag and drop the reports into the Dataset Objects panel of the Document Editor. Snowflake Specific Tuning Snowflake provides a query profile page which you can use to investigate your queries. It allows users to retrieve more information after the document has been executed. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. Check the "Quick switch" check box, as shown below: In Web. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. The menus, options, and icons available to you depend on your security privileges. On the Freeform Sources tab, select Create Freeform SQL report. The steps below show you how to create a custom group in MicroStrategy Web. In MicroStrategy Web, open the document in Design or Editable Mode. 4. In MicroStrategy Web, if you do not own Distribution Services: In a report or document, from the Report Home or Document Home menu, select Add to History List or Add to Mobile. To export a report while viewing it: Click the name of a report to display it. Run the document and press F12 to open the Developer Tools console. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. Documents can. To Create the Item Order Form Document. When you move the cursor to the Layout area, the pointer becomes crosshairs. Select Load chapters on demand or Load pages on demand from the Execution Mode drop-down. From a project in MicroStrategy Developer, navigate to the folder containing the document. . To print the current layout only, select Current layout. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. From the list of document templates, click Blank Document. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Click within the Dataset Objects area to add datasets for the document. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. From the Home menu, select Page Setup. CAUSE: One of the possible causes is because "Use Dynamic HTML?" is set to NO. Impact: Capability. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. The editable mode is a fantastic resource for fine-tuning the layout of a document. 0, one fifth of the training data was always reserved for validating the model built on the remaining four fifths of the data. 215 Embedding Analytics with MicroStrategy REST API 2022. Follow below steps to apply the. 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, which allow you to select the information to be included and the formatting of the document (see Creating a document from scratch ). This icon becomes visible when you point to the name of the report or document. Right click on the dynamic text and then click on "Format". Save the document as D1. From the Data menu, choose Prompt Ordering. Controls are the objects that display the data, images, and shapes in a document. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. Go to MicroStrategy Web, right click on the HTML container. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. Partial or Relative Path. WebSphere Application server is a third party tool therefore if further information is needed contact IBM support since this document is just provided as an introduction to this topic. For steps, see the Basic Reporting Guide. 213 SDK for Customizing Analytical Applications 2022. The recommended VLDB optimizations for Oracle 11g are listed below. Type a. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. 2. 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. You can modify project-wide graph settings in the User Preferences page. When 'Save Options' appear, choose the first option, as shown below: Right click on P1 and select 'Search for Dependants. Navigate to & expand System Pickers, then select fontPicker. Dedicate a machine for the metadata repository. The articles and documentation referenced in this article can help provide users with the tools needed to setup and configure Enterprise Manager and to address issues encountered during the statistics logging and data load processes. By default, the document opens in Presentation Mode. Notice surprising patterns with visualizations. To create a selector that updates a dynamic text field on a panel stack. ( you can set 5 Lk for 8. Open the Report Services Document Editor. Right-click on the dossier once again. To Subscribe to a Report or Document. 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. 4 : Do one of the following to create a new layout: •INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. In MicroStrategy Web, open the document in Design or Editable Mode. For a document, edit the document in Design Mode or Editable Mode. From the Home menu, select Page Setup. Open MicroStrategy Workstation or MicroStrategy Web. Scorecards, dashboards, and reports can be explored and delivered on desktop, the Web, mobile devices, and the Cloud. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. Document Editor:. However, when characters such as '%' percent, ':'. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. This feature. 1. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. 0: Schedule administrative tasks to be performed on all nodes of the cluster. 3. In this example, you execute a document called "Casino Analysis" (located in MicroStrategy Tutorial>Shared Reports>MicroStrategy Platform Capabilities>MicroStrategy Report Services>Visual Insight). From the Tools menu, select ExportDocument Template. To sort the data in descending order, click Sort. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. You should be familiar with the various properties that define how a selector looks and what it controls, such as target and source. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. ' Both R1 and D1 are listed as dependents as shown below:A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Make two grids with different attributes and metrics in each 3. The same report accessed in web. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. 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. The My Subscriptions page opens and displays a list of your subscriptions. Includes scorecards. The second document, Ex. First, you open a blank document and select a report to use as the document's dataset. 2. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. In the drop-down list at the top left, select the metric that you want to copy the threshold to. From the Language drop-down list, specify the language in which to display MicroStrategy Web pages. To export the report to Microsoft Excel as plain text, select Excel with plain text. 4. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. If this setting was not switched on purpose, a possible cause for it to be set to 'No' is that the Accessibility mode option to 'Enable screen reader compatibility' is on. Expand MicroStrategy Web Configuration inside the Application Settings view. 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. Click OK. The formatting of the new section is. Click on a dossier. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. You can access the Document Structure panel in Design Mode or Editable Mode by selecting Document Structure from the Tools menu. During the data load process, Enterprise Manager gathers metadata from projects, transfers metadata and statistics information from staging tables into the Enterprise Manager repository, and converts raw data into a form that can be. Video Tutorials. ; 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. 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. Self-service support. Method 2: Document with a Grid without the Grid Title Bar. For instructions, see Selecting available export formats. To Create a Subscription in MicroStrategy Web. Users should click the "Next" button to continue. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Report distribution is automatic. When you return to the Document Editor, the dataset is added and displayed in the Dataset Objects panel. The highlight on hover is enabled in Presentation mode by default to indicate the viewer’s mouse focus. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. 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. 9. Chance the cover page to an image of your choosing. As a result, full MicroStrategy security will be auto-enforced so users will continue to be restricted to the the reports and data that you permit them to see, even within these Office applications. If you arrived here from Workstation, click here for help. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. pkg. x. Therefore, prompts allow report designers to create reports that let users change the report content at run. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. 413 Advanced Documents: Interactivity and Joining Datasets 2022. Example: my_computersharedmyimage. Click the General tab. 2. In MicroStrategy Web, open the document in Design or Editable Mode. To print a MicroStrategy Web report: 1. To do this, select either the bar containing the section's name, or click inside the section in a blank area (not on a control). View the orange Certified ribbon on the dossier. Dashboard-style Documents. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. • In MicroStrategy 11. Once the prompts are in the correct order (for the example, the order is Region and Call Center), click OK to return to the Document Editor. Stay in the flow and let Copilot help you add more to your document. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. Dashboards in MicroStrategy Web. ACTION: Create a new Document in MicroStrategy Web 9. x users have the ability to disable this option. Drill on an item in a graph. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. •. If the document is open in Presentation Mode, click the menu icon on. You will learn how to use various report components, filters, metrics, and prompts to design effective and interactive reports. In Design Mode, a document designer adds widgets to a document and defines them. No cache is present on MicroStrategy Intelligence Server so the dataset report(s) will be executed against the data warehouse and the results will be sent back to MicroStrategy Narrowcast Server. This allows users to get insights from one map rather than creating two or more maps. Designing and creating documents: An overview. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. In the "Format: Template" window click on the "Color and Lines" tab. 2. x. 3. P83. From the Insert menu, select Text. The following clarifies these two possible meanings and their respective contexts:. In MicroStrategy Web, open the document in Design Mode. The Document Editor has multiple toolbars you can use to access different document features. Ad hoc query. When you create a document, you can specify the data that appears, control. If the designers do not have access to the image, they cannot see the image while creating the document. The articles and documentation referenced in this article can help provide users with the tools needed to setup and configure Enterprise Manager and to address issues encountered during the statistics logging and. This checkbox is cleared by default. Supported data structure and distribution on Gateway. Go to a new blank line. 013 Developer (DVL) 2 2022. 1. In MicroStrategy Developer, double-click the document name or icon. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. Right-click the selector to update, and select . Select to display the text box in the required date format s shown in the image below:When exporting a report from MicroStrategy Web to Excel, it is expected that the Excel filename will be the same filename as the report it was saved under. You can format a graph report by adjusting colors, and applying a variety of graphical effects, including gradients, transparency, patterns, pictures, textures, and bevel effects. You can add documents to your Library using MicroStrategy Workstation or Web. x transmission functionality. To get all of these features and security updates, you can download the latest release from the MicroStrategy Resource Center to on-prem deployments, or access MicroStrategy on AWS or Azure via the MicroStrategy Cloud Console. The datasets available to a document determine its content. Continue creating this derived metric by following the steps to create a summary metric in Using a function to create a subtotal: Creating summary metrics. 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. To create a selector that updates a dynamic text field on a panel stack. To print a document. For information on connecting to databases, see Connect to Databases. For steps, see Starting MicroStrategy Desktop. Related versions: 10. 1. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. General hardware recommendations. 3. In MicroStrategy Web, open the document in Design or Editable Mode. Check the Certified option and click Ok. If you have MicroStrategy Enterprise Manager, you can fine-tune the design of your app based on user statistics. •. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staf f of the Securities and Exchange Commission, upon request, full. (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. With effect from version 9. Ex. Excel with plain text: Export the report to Microsoft Excel as plain text. 1. First, you open a blank document and select a report to use as the document's dataset. 2. Generate Oracle AWR report or monitor the database to identify the low performance query. Open a report. To Create the Item Order Form Document. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use documents for data analysis. See To copy a document between projects for a detailed procedure. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. 4. The document displays in its default display mode. This kind of document caches cannot be deleted by executing outline "PURGE ALL CACHING IN PROJECT "<Project Name>";" in MicroStrategy Command Manager 9. In the original project, create the document to be used as a portable document. In the PDF Options dialog box determine the report scaling and orientation, and press Export. To hide entire sections of a MicroStrategy Report Services document complete the following steps: Select the section you want to hide on the MicroStrategy Report Services document. 215 Embedding Analytics with MicroStrategy REST API 2022. MicroStrategy Web (. To enable totals or subtotals for a metric. The Telemetry Store application itself is limited to 2 GB of memory, however, its components use a varied amount depending on configuration, tuning, and usage. Disable Highlight in Presentation Mode. The second line is displayed in a blue Courier font by the HTML tags. Note: You can also set-up Cover Pages by using APIs. In the list of categories on the left, click Subtotals. 3) When you log into the Enterprise Manager project, you can run reports that help you do the following: • Allocate system resources according to data warehouse usage. MicroStrategy users can directly query your PostgreSQL database using our data import component. From a project in MicroStrategy Web, navigate to the folder containing the document. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. ; Type a name for the subscription in the Name field. 5. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. Click the link for the desired manual or other documentation source. Additionaly, pictures can be inserted borders drawn in the document. The PDF View of the document is shown in the following image. 2. 3 : From the Insert menu, select Layout. To define how the selector is applied to all targets, do one of the following: To apply the selections as a filter, select the Apply selections as a filter. Notice surprising patterns with visualizations. The document opens in Design View in the Document Editor. To export a document template. The General preferences page lets you personalize your MicroStrategy Web settings, including the language in which reports are displayed and whether to display Save options that let you save a report as static or prompted. If the Export to Excel icon is unavailable, you must select Excel as an export format. The data loading process gathers and prepares data for analysis and reporting in the Enterprise Manager project. 0. To view a custom HTML5 visualization in a document on an Android phone: Copy the visualization plug-in to the plugins folder in the MicroStrategy Web. The Properties dialog box opens. •. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. The folder where the product you want to use to accesses the image. Open the Report Services Document in design view. 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. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. To Subscribe to a Report or Document. 1. x, Control Documents provide a way to personalize the name of files generated by services. Users must have the. You can modify options such as paper size, borders, section display, and horizontal overflow. Click the Export. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. You can insert an image such as a logo into a document. Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data warehouse. Do one of the following: For a report, click the name of the report to run it. On the My Subscriptions page, under the Email section, click Add email subscription. Tuning a MicroStrategy system is not an exact science. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. Go to Properties and Formatting > Layout, change the width and height so the container is larger than the HTML body, including margin. Select File > Document Properties. The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. Because your system resources, application performance, and user requirements and expectations are unique, it is not. The Properties dialog box opens. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. Excel: This allows the user to export the document to Microsoft Excel in . Include bookmarks in the PDF. The Prompt Ordering dialog box opens. For tuning details, see the appropriate section in the Installation and Configuration Guide. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. ACTION: The DHTML Heat Map widget can be configured as below: In a document, insert a grid with one attribute and 2 metrics. MicroStrategy Intelligence Server When an end user makes a Document Execution Request through any client (a web browser via MicroStrategy Web, the MicroStrategy Desktop/Developer client, the MicroStrategy Mobile app, or the MicroStrategy Office client), the request is sent to the MicroStrategy Intelligence. Execute the report again and notice the changes to the. In MicroStrategy Web, you can interact with a dashboard in the following ways: View the data as a grid, graph, or widget View filter can be applied after the metric calculations are done for a report. Depending on the document, the icons listed at the top may vary. The Excel File will contain only the selected Grid Object data from the Document. Tell a story with your data using the dossier chapter/page format. In the. Edit All Project-Level Settings. From the left, select General. The Conditional Formatting dialog box opens. 2 : Open the document in Design or Editable Mode. When you export a report, you move a copy of the report into. To edit a document in Design Mode, from a folder, right-click the document and select Edit. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. The Grid options are displayed only if a grid or graph is selected. 421 Advanced Mobile Applications 2022. Flip. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. For general tuning of Snowflake, please take advantage of the Snowflake Tuning page. Published: Mar 23, 2018. . 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. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. Right-click on a dossier. Installation on the Desktop. The document has one layout and no grouping. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. Text field, which displays text such as: . From the Data menu, select Configure Bulk Export. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. Inside 'Panel1', add a grid by clicking Insert 'Grid. To Export a Report or Document from the History List. x. A selector can change panels, another selector, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. Stay tuned for our next set of releases, especially MicroStrategy 2021 Update 4 scheduled for the end of the year. To access documentation resources on Windows. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. When selecting a font to format a grid report or document in Developer, the. 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. Connectivity Connectivity is typically the biggest concern among customers. Follow the instruction below to prohibit users from exporting a specific document: 1. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. Documents have a series of icons at the top of the page. In the Dataset Objects panel, right-click the dataset that you want to be the primary dataset and select Set as grouping and sorting dataset.