The Properties dialog box opens. x using multiple events event. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. 1. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. 411 Project. 3. Click the menu icon on the right, and select Print. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. View Documents. 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. 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. This document provides the steps to accomplish the same. Click the link for the desired manual or other documentation source. From a project in MicroStrategy Web, navigate to the folder containing the document. The highlight on hover is enabled in Presentation mode by default to indicate the viewer’s mouse focus. Open MicroStrategy Developer 10. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Use this area to communicate with other users. ACTION: The DHTML Heat Map widget can be configured as below: In a document, insert a grid with one attribute and 2 metrics. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 2. Some examples of how you can customize and integrate MicroStrategy Web functionality include: Adding a company logo to the MicroStrategy Web interface. For more details, see Data Engine changes in MicroStrategy 2021 release. Click the Export to PDF icon in the toolbar. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. The document opens in Design View in the Document Editor. The Grid options are displayed only if a grid or graph is selected. Highly formatted MicroStrategy reporting. The datasets available to a document determine its content. Redis uses approximately 1. Use developer tools to view the HTML so that you can find the element ID for the group-by element. To add a section to a document. However the setting only takes effect for. This checkbox is cleared by default. 1. 2. To specify the group-by element in a document, you use the gkey parameter in the URL. x, this can be done at the document level. NET application that can run on both Windows 2000 and 2003 and Internet Information Services 5. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. Data (attributes, consolidations, custom groups, and metrics) from the document's datasets. Click the name of the document to run it. Type the pop-up text in the Tooltip field. To format numbers in text fields. For detailed steps, see the Document Creation Help. Type over the existing text or add new text. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. General Preferences. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. 215 Embedding Analytics with MicroStrategy REST API 2022. In the Grouping panel, right-click the grouping field on which to enable page-by. •Command Manager - Performs various administrative and application development tasks by using text commands that can be save as script. Click on Dossiers in the left panel of Workstation. In this case, change both to 116px (with 8px default left/right/top/bottom margins. source field. A prompt allows a user to provide an answer to restrict or filter data during report execution. 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. Drilling is available for Report Services Documents starting in MicroStrategy 9. To Create a Subscription in MicroStrategy Web. Click on a dossier. You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. Select Add Subscription for the type of subscription you want. Steps to Reproduce. The ED’s allegations say that the Bengaluru-headquartered startup has violated rules under the Foreign Exchange Management Act (FEMA), to the tune of. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. Table Of Contents MicroStrategy Report Services: Document Essentials 8 ©2011 MicroStrategy, Inc. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. For more information, click Help in MicroStrategy Web. Go to a new blank line. A Grid/Graph can be directly associated with one dataset report. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. If users want to be able to create their own filters, thresholds, or change the graph style used to display data. 1 and select the new template Navigation Bar for iPad as shown below: Notice that this document only allows Design and Editable mode in the toolbar, like shown below. Download the PDF manual and get started with MicroStrategy Office today. pkg. 1. The dataset appears in bold text. Documents have a series of icons at the top of the page. This additional layer of abstraction provides flexibility for the MicroStrategy Architect, who can tune the MicroStrategy model by making changes to the views rather than physical changes to the underlying tables. If the Export to PDF icon is unavailable, you must select PDF as an export format. 5+: Preview Dark Mode. You can use MicroStrategy Web to create a Grid/Graph that contains. The Conditional Formatting dialog box opens. Flip through the panels in a panel stack. The use of slowly-changing dimensions is described in the following MicroStrategy Knowledge Base document: KB5200-800-0479 - How to implement slowly-changing dimensions using. Users are unable to see the rest of the information because there is no scroll bar available. . The document displays in its default display mode. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. Users can directly import a table, build a custom query, or execute stored procedures and scripts. Opens the report in PDF format. The owner usually defines the permissions for how the object can be used and by whom. This kind of document caches cannot be deleted by executing outline "PURGE ALL CACHING IN PROJECT "<Project Name>";" in MicroStrategy Command Manager 9. 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. Selector: The following options are available for selectors. However, dynamic tooltips added to grids and graphs are displayed as static text after executing the document in Web. For information on connecting to databases, see Connect to Databases. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. Click the numbered buttons above the report to expand or collapse data for the page. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. Selecting the display theme for a document . Installation on the Desktop. xls format. 5. 013 Developer (DVL) 2 2022. Navigate to "Properties" and swtitch to the "Grid" tab. Click the menu icon on the right, and select Send Now. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. Starting in MicroStrategy 2021 Update 8, Applications Architects can define any dossier as a template. To change the mode, click its icon on the toolbar. 413 Advanced Documents: Interactivity and Joining Datasets 2022. To dynamically alias a metric, follow the following steps: Right-click on the header and select "Rename/Edit" as shown below. Toolbar Options. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier. • Research efficient aggregation, partitioning, and indexing strategies. Follow these steps to format the DHTML Heat Map widget to have custom colors ranges in a Report Service Document in MicroStrategy Web 10. Read the parameter as per:Creating multi-layout documents. The second document, Ex. From the Language drop-down list, specify the language in which to display MicroStrategy Web pages. The New Grid dialog box opens. In Design Mode, a document designer adds widgets to a document and defines them. Controls are the objects that display the data, images, and shapes in a document. Choose the option Get Info. MicroStrategy SDK 2022. From the left, select General. The Prompt Ordering dialog box opens. 3. Exercises: Documents and MicroStrategy OLAP Services. 155. This article explains how to resolve IIS executionTimeout errors that occur when executing MicroStrategy Web documents with large amounts of data selected in a filter. Click Click here to start a new qualification to begin to create a new view filter. The Grouping Properties dialog box for that grouping field opens. Enter the offset of the drop shadow, in points, in. Open a report. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. The first document was technical document entitled "Narrowcast Server 7. Selecting a display theme for an object The Light and Dark themes quickly change the overall look and feel of the selected object. Note: You can also set-up Cover Pages by using APIs. For each form listed, select or clear the corresponding checkbox in the Show on Grid column. By default, the Bulk export database instance, which is the database instance for the database containing the report data, is defined as the data warehouse for the project. A dataset is a MicroStrategy report that is used on a document. Click Certify. A Grid/Graph acts as a standard MicroStrategy report. In MicroStrategy 10. SQL view also includes various execution statistics for a report, such as the number of rows, number of columns, the time it took to execute, and so on. The New Grid dialog box opens. In the Run Modes area, select the format (s) in which the document can be exported: •. To size a control. The editable mode is a fantastic resource for fine-tuning the layout of a document. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. For steps to create custom themes, see Creating custom display themes. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. 0: Schedule administrative tasks to be performed on all nodes of the cluster. Excel: This allows the user to export the document to Microsoft Excel in . For example, if you do not have administrative privileges, you do not see the Administration menu. First, you open a blank document and select a report to use as the document's dataset. Drag and drop them into the Grouping panel. This feature, however, might be distracting when designing or viewing a Free-form layout. Click Submit to add the new note. Inserting images in a document. In MicroStrategy Web, open the document in Design or Editable Mode. 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. Inside 'Panel1', add a grid by clicking Insert 'Grid. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. This guide builds on a basic understanding of information provided in the Basic Reporting Guide. 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. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. When you move the cursor to the Layout area, the pointer becomes crosshairs. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. From the Data menu of the Document Editor, select Edit View Filter. Export the document from the original project. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. Published: Mar 23, 2018. VLDB settings 4. The schedule wizard will be displayed as shown below. ( How?) Double-click the Grid/Graph to enable edit mode. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. Chance the cover page to an image of your choosing. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. Perform one of the following: •. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Here is what the report looks like in Developer : When exported to Excel the results are as follows:Go to Tools -> Report Options (Document Options in the case of a document/dashboard) Navigate to the Delivery tab, where the following 3 options exist: Select “Only allow specific users to subscribe to this report”. 3. The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Mobile - To send the report or document execution to the mobile device. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. To edit a document in Design Mode, from a folder, right-click the document and select Edit. Open MicroStrategy Workstation or MicroStrategy Web. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. Open Microsoft Office on the web. Click Show Advanced Options. Interact with the data in real time (with targeting, filtering, and more). The Insert Layout dialog box opens. A report can link to a document instead of another report, as shown in the example above. ; From the Schedule drop-down, select a schedule or. 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. To Create the Item Order Form Document. Report Services documents utilize MicroStrategy objects to run complex and sophisticated reports. Adding Text and Data to Documents. This setting removes the sections that do not have any metric data. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. Click on Browsing Options and `Display hidden objects. To export the report to Microsoft Excel as plain text, select Excel with plain text. A dataset is a set of data that can be displayed on a document. In Developer: In a report or document, from the File menu, select Schedule delivery to, then select History List, Update cache, or Mobile. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. As shown in the screen shot below, in the Rename/Edit Objects Window, select the "Replace dynamic text" checkbox as shown below. The Document Editor has multiple toolbars you can use to access different document features. 6. 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. 2. These documents can be executed in PDF, seen in MicroStrategy Web and exported to Excel. 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. Selecting a display theme for an object The Light and Dark themes quickly change the. The following procedure should be followed to change the grid spacing in MicroStrategy Web 10. Minimum MicroStrategy version: 10. Use partition mapping 3. Working with data is fun! Recently I found myself obsessed with MicroStrategy’s grid tool. Related versions: 10. III. This will open the “Who has access” section: In the text field, users can type any group or user name. From the Tools menu, select Report Options. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. 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. In MicroStrategy Web, open the document in Design or Editable Mode. Dynamic Custom Group in Dashboards or Dossiers. Always consider to collect database statistics as the query execution plan is generated based on that. From the Format menu, select Apply Document Theme. The document opens in PDF View, in Acrobat Reader. In MicroStrategy Web, navigate to a document which will become a layout within the multi-layout document you are creating. In the Document Properties -> Document section, uncheck all available. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Select the Subscription Properties (seen. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. x. The option to view or create Documents isn't visible in MicroStrategy Web 9. After the layout is removed, the dataset that the layout used remains in the Dataset Objects pane for the multi-layout document. The following figure displays the SQL. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. Open the document in the Document Editor. Select Export from Home menu, and then click PDF. Select Image from the Insert menu, or click the Image icon in the toolbar. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. 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. Click Click here to start a new qualification to begin to create a new view filter. Insert an HTML container and insert the script below. 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. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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. To email a report or document on a schedule. When viewing Report Services Documents in MicroStrategy Web 9. 9. Documents can. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in performance from. 3 : From the Format menu, select Properties and Formatting. MicroStrategy Optimization: VLDB Settings. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. From the left, click Export. Select Grouping Properties. Administrators can export the project settings in this tab to a . Click in the desired section of the Layout area. Click the MicroStrategy icon, and select Create Document. Inserting selectors into documents. MicroStrategy Desktop 8. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. Note: By clicking the "Don't show this message next time" option, the "Automatic Column Widths" option must be turned off manually. Forecast Sales. Edit All Project-Level Settings. Gather information about your user audience. (MicroStrategy AE) spends more time searching and fetching the report definition and then applies that definition to the intelligent cube. . MicroStrategy Library is an interactive application of the MicroStrategy Business Intelligence platform that lets business users harness the analytical power of MicroStrategy in a simple, clean and modern user interface. Includes scorecards. Using the exact name of the font, enter a name for the new shortcut prefixed with " pkr ". Click in the desired section of the Layout area. Click the Enterprise Reporting Documents folder. The Export to Excel dialog box opens. TTF format) and install the file. ACTION: Create a new Document in MicroStrategy Web 9. Choose Recipients of the subscription and click Next. Make the necessary changes to the document and then save and close the document. Steps to format borders. ; 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. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in. However, when characters such as '%' percent, ':'. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. M icroStrategy Features. Flip. A common requirement is to have a link in the second Report Services Document to return to the first report. Select the Show Tooltip (Web Only) check box. Modifying the look of icons, reports, and folders. MicroStrategy Document Creation Help. You can modify export options in the User Preferences page. Click in the desired section of the Layout area. You can insert an image such as a logo into a document. 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. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. The second line is displayed in a blue Courier font by the HTML tags. You can add one or more datasets to the document. The text field for new notes opens. 0, it is possible to add dynamic tooltips to text boxes in Report Services documents to display a summary of data in all three DHTML modes (Editable, Interactive or View). To print a document. For background information on datasets, see Using datasets in documents. On the left, select Page. From the list of document templates, click Blank Document. Create and save the prompt. 2. 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. 2. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. 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. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. 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. The dataset appears in bold text. MicroStrategy SDK 2022. The following figure displays the SQL. Text field, which displays text such as: . ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. Add metric "Yesterday" to the document section as dynamic text. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. 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. Specifically, this guide provides the following information:Expand the document section where you want the image by clicking the plus sign next to the section name. 5. Depending on the document, the icons listed at the top may vary. 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. x users have the ability to disable this option. In this example, you execute a document called "Casino Analysis" (located in MicroStrategy Tutorial>Shared Reports>MicroStrategy Platform Capabilities>MicroStrategy Report Services>Visual Insight). When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:As an Analyst, you are passionate about using data to help drive informed business decisions within your organization. This document demonstrates how to change the type of the date to a desired format such as 20080121 and use it as the filename. The document has one layout, is grouped, and the page-by selections are set to all. Information is. In MicroStrategy Narrowcast Server 9. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. Place Intelligence Server close to the both the data warehouse and the metadata repository. JSON length allowed in the POST request of exporting in the. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Of course, you can always export a report or document from a regular report/document folder, into several formats such as Microsoft Excel, HTML, and so on. Using Subscription Monitor in MicroStrategy Developer. Controls are shown in the document's Layout area as you design the document. In MicroStrategy Web 2019, reducing the size of your browser while viewing a dossier in presentation mode causes the information to be truncated. The Properties and Formatting dialog box opens. If you use Enterprise Manager, dedicate a machine for the Enterprise. Advanced Metrics, explains level metrics, conditional metrics, transformation. In MicroStrategy Web, log in to the Tutorial project. From the Tools menu, select ExportDocument Template. Method 2: Document with a Grid without the Grid Title Bar. Trim the sections for which no data was available.