MicroStrategy Mobile on an Android Phone. In Design Mode, a document designer adds widgets to a document and defines them. Right-mouse click on fontPicker and select New Shortcut. Change the data of the report and re-execute it. Navigate to & expand System Pickers, then select fontPicker. ACTION: Create a new Document in MicroStrategy Web 9. (MicroStrategy AE) spends more time searching and fetching the report definition and then applies that definition to the intelligent cube. MicroStrategy Optimization: VLDB Settings. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). When you delete a layout, it is removed from the document. To change the mode, click its icon on the toolbar. x and 10. The Export to Excel option will now appear. Gather information about your user audience. Click the location in the layout area to add the selector to. The PostgreSQL ODBC Driver has the best cube publish performance as it has the highest throughput. x reports display the 'Metrics' column on the report grids by default. A dataset is a set of data that can be displayed on a document. The user can see that there is plenty of white space to the right, but the grid or graph does not extend past. A dataset is a MicroStrategy report that is used on a document. 1. To "float" the Grid/Graph on top of the background, apply a. P83. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. The PDF that results from this selection is called a page of the original document. 2. Click the name of a grid report to execute it. ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. From the Home menu, select Export, and then select the required output format. Click Apply. scpMicroStrategy Web's open and customizable architecture allows you to change the look, feel, and even the functionality of MicroStrategy Web. 1. 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. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. Click the link for the desired manual or other documentation source. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. 215 Embedding Analytics with MicroStrategy REST API 2022. In MicroStrategy Web, open the document in Design Mode. Advanced color threshold — The Advanced Threshold Editor displays a list of all thresholds currently defined for a visualization. In MicroStrategy Web, log in to the Tutorial project. 3. In MicroStrategy Web, open the document in Design or Editable Mode. 421 Advanced Mobile Applications 2022. Some examples of how you can customize and integrate MicroStrategy Web functionality include: Adding a company logo to the MicroStrategy Web interface. Click the menu icon on the right, and select Print. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. On the left, select Page. The Properties dialog box opens. Save the document as D1. In the Property List Window, set the 'Hide if empty' value to 'True. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. Flip through the panels in a panel stack. If the Export to Excel icon is unavailable, you must select Excel as an export format. Documents have a series of icons at the top of the page. 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. 0. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an object Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. In this case, change both to 116px (with 8px default left/right/top/bottom margins. Click on Dossiers in the left panel of Workstation. Click Switch to Function Editor. (Optional) Use the Up and Down buttons. •. The Browse for Folder dialog box opens. It is possible to pass a specific attribute element to a new prompt from one document to another document using URL API in MicroStrategy Web in MicroStrategy 9. Data quality. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. Scenario 2:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. About prompts. 3. To create multiple. From the list of document templates, click Blank Document. Right-click the section and select Properties and Formatting. Select Export from Home menu, and then click PDF. Partial or Relative Path. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. 1. MicroStrategy recommends the following best practices for network design: Place the web server machines close to the intelligence server machines. 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. KB426596: In MicroStrategy Web 10. Click the Export to PDF icon in the toolbar. 421 Advanced Mobile Applications. Drag R2 to document as grid. Point to Conditional Formatting, then select Advanced. 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. 3. 2. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. Follow the steps below to make the changes in MicroStrategy Web 9. x - 10. The purpose of this knowledge base article is to explain how to pass selections of multiple selectors to a document using URL API in MicroStrategy Web 10. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. x, grid and graph displays are cut off on the right side. 013 Developer (DVL) 2 2022. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. Download the PDF manual and get started with MicroStrategy Office today. To Create a Custom Group. In MicroStrategy Developer, select the document to export. Right-click on a dossier. You can select more than one dataset report to include on the document. 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 format numbers in text fields. For reports and documents, the owner is also listed on the Details page. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. In MicroStrategy Web, open the document in Design Mode. 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. On the left, select Page. When selecting a font to format a grid report or document in Developer, the. 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. Related Topics. 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. WHERE (col1, col2) in (SELECT s1. To export a report while viewing it: Click the name of a report to display it. Download the zip. The intent of this document is to give an overview of different technical aspects to consider when integrating MicroStrategy with Snowflake. 4. On the Freeform Sources tab, select Create Freeform SQL report. You will learn how to use various report components, filters, metrics, and prompts to design effective and interactive reports. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. 1 and 10. When viewing Report Services Documents in MicroStrategy Web 9. On the Freeform Sources tab, select Create Freeform SQL report. Selecting a display theme for an object The Light and Dark themes quickly change the. A cache will be created on MicroStrategy Intelligence Server for each individual dataset report(s) in the Report Services document. Caching documents. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. Disable Highlight in Presentation Mode. If only one layout remains, the Document Header/Footer replaces the Layout Header/Footer. 4. The legend frame is moved to one of the default locations on the graph report. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Set the selectors S1 and S2 to target the three grids at the same time. 013 Developer (DVL) 2 2022. A selector can change in a panel stack. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. In MicroStrategy Web, open the document in Design or Editable Mode. The add-in introduces the ability to import and refresh reports and. •. 2. The Properties dialog box opens. It also. 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 appearance of your documents. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. 4. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. For reports and documents, the owner is also listed on the Details page. x. The Format Objects dialog box opens. Getting started with documents. Click Certify. A third party IP distribution tool such as Cisco Local Router, Microsoft Network Load Balancing, or Microsoft Windows Load Balancing Service distributes the user connections from the Web clients among Web Servers. For tuning details, see the appropriate section in the Installation and Configuration Guide. From the Data menu, choose Prompt Ordering. 6. Excel: This allows the user to export the document to Microsoft Excel in . If the Export to PDF icon is unavailable, you must select PDF as an export format. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. VLDB settings 4. From the left, select General. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. 5. 0. Gather information about your data source. JSON length allowed in the POST request of exporting in the. Click on a dossier. 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. First, you open a blank document and select a report to use as the document's dataset. As such, it is subject to any recommendations issued by Microsoft. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. Supported data structure and distribution on Gateway. These objects include attributes, custom groups, consolidations, and metrics. In Developer: In a report or document, from the File menu, select Schedule delivery to, then select History List, Update cache, or Mobile. For steps, see Starting MicroStrategy Desktop. Details: With the Data Import functionality, MicroStrategy imports data from Snowflake into our fast in. Designing and creating documents: An overview. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. mstrc. For more details, see Data Engine changes in MicroStrategy 2021 release. The MicroStrategy Intelligence Server backs up all cache files to disk and must use file descriptors to access them. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. You can also apply a set of color and shading schemes to all the objects on a graph report. Open MicroStrategy Developer 10. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Formatting options include font, alignment, borders (including 3D borders and drop shadows. When you move the cursor to the Layout area, the pointer becomes crosshairs. Open a document in the Document Editor. 3. ACTION To enable ‘Export to Excel’ option, navigate to Tools à Document Properties à Document and enable Excel export format under Run Modes section:The document contains a text field (listed as Region) and image (listed as CompanyLogo), as well as two graphs, named Sales By Region and Commute. Double-click the attribute to edit. txt file). In MicroStrategy Web, open the document in Design or Editable Mode. Chance the cover page to an image of your choosing. Last updated: Dec 12, 2022. 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. Prior to MicroStrategy 9. The folder where the product you want to use to accesses the image. 9. The PDF that results from this selection is called a page of the original document. The example above was created in the MicroStrategy Tutorial project using the Inventory and Unit Sales - TVs report as a dataset. You can also apply custom themes to an object. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. 213 SDK for Customizing Analytical Applications 2022. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. The Custom Group Editor appears. Autostyles based on one document can be applied to another document in order to change its formatting or appearance. The Configure Transactions Editor opens. Navigate to Subscription Monitor in MicroStrategy Developer; Right-click and go to 'View Options' where it is possible to enable the Owner field; From the right-click menu, it is also possible to create a filter based on fields in case there are a number of subscription messages to go. 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. Therefore, prompts allow report designers to create reports that let users change the report content at run. From the Format menu, select Apply Document Theme. Network configuration best practices. Windows. The schedule wizard will be displayed as shown below. Click Field to open a drop-down menu of the attributes and metrics on the Grid. See Defining selectors. In MicroStrategy Web, open the document in Design or Editable Mode. Enter a name for the custom group in the Enter Custom Group Name Here field. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. With a . The HTML tags format the first line as a heading 2. All articles. In the Page-By mode drop-down list, select one of the following:Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Include bookmarks in the PDF. You can access the Document Structure panel in Design Mode or Editable Mode by selecting Document Structure from the Tools menu. TTF format) and install the file. Report distribution is automatic. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. If you use Enterprise Manager, dedicate a machine for the Enterprise. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. Run the document and press F12 to open the Developer Tools console. Ad hoc query. 4. Note: You can also set-up Cover Pages by using APIs. Properties and Formatting Dialog Box: Grid. 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. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. From the Insert menu, point to Selector, then choose the type of selector to add to the document. Select the Copilot icon in the left margin of your. Select File > Document Properties. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. The owner usually defines the permissions for how the object can be used and by whom. Follow these steps to format the DHTML Heat Map widget to have custom colors ranges in a Report Service Document in MicroStrategy Web 10. 3. x. In MicroStrategy Web, open the document in Design or Editable Mode. However the setting only takes effect for. Click Click here to start a new qualification to begin to create a new view filter. Learn how to create, edit, and share reports, dashboards, and documents using Excel, PowerPoint, Word, and Outlook. For steps to create custom themes, see Creating custom display themes. View Documents. Type the pop-up text in the Tooltip field. x - 10. For descriptions of the various options, see How to Email a Report or Document. Open MicroStrategy Workstation or MicroStrategy Web. Users that have the "Edit Notes" privilege can edit notes as described below: Click Edit. . CTRL + click to select the desired reports from the MicroStrategy Developer window. To select the auto text code from a list, from the Insert menu, select Auto Text, then select the auto text code to insert. 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. If a project is pointing to a large warehouse database, it is important to keep in mind that table structures can be updated without the warehouse catalog loaded. From the Format menu, select Apply Document Theme. Select 'Export to Excel' to generate a new Excel document. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. Intelligent Cubes can function in a similar fashion to result caches: they allow you to store data from. When you move the cursor to the Layout area, the pointer becomes crosshairs. You can also use dynamic images in. 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. From the Data menu, select Configure Bulk Export. Selecting the display theme for a document . 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. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Redis uses approximately 1. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. To add a text field to a document. Click the numbered buttons above the report to expand or collapse data for the page. When you specify an image by supplying the source. x. 2 by default. To edit a document in Design Mode, from a folder, right-click the document and select Edit. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. To export a report while viewing it: Click the name of a report to display it. 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. To Subscribe to a Report or Document. This feature, however, might be distracting when designing or viewing a Free-form layout. This section discusses how to analyze your users' requirements, and the ways you can configure and tune your system to meet. The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:To control whether the user wants to see such rows, two new settings have been introduced in MicroStrategy 9 as seen below: Note: This window can be accessed by going to the document editor ->Format ->Document Properties. MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. The data loading process gathers and prepares data for analysis and reporting in the Enterprise Manager project. As shown in the screen shot below, in the Rename/Edit Objects Window, select the "Replace dynamic text" checkbox as shown below. 3. From the list of document templates, click Blank Document. The following example, using the MicroStrategy Tutorial project, includes the attribute Month with three forms: ID, DESC and DATE. A MicroStrategy connection file (. This allows users to get insights from one map rather than creating two or more maps. To create a selector that updates a view filter. When subtotals are enabled on a Microstrategy Desktop report, attributes in a page-by are defaulted to display "Total" as the last option in the drop-down box. To size a control. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. 5. 5. MicroStrategy Office is a comprehensive guide that covers how to use the MicroStrategy platform with Microsoft Office applications. x, it is possible to use dynamic content from a grid report inside a Control Document. x - 10. 2. Select the Subscription Properties (seen. xls format. MicroStrategy use TLS v1. For a document, edit the document in Design Mode or Editable Mode. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. The Insert Layout dialog box opens. To print a document. Add metric "Yesterday" to the document section as dynamic text. The Properties and Formatting dialog box opens. How to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. From a project in MicroStrategy Developer, navigate to the folder containing the document. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. 1. source field. " Why is this happening? The Export Engine has a setting that limits the maximum server . In the Grouping panel, right-click the grouping field on which to enable page-by. In MicroStrategy Web, open the document in Design or Editable Mode. 2. 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. If you hold down the CTRL key while resizing, snap to grid is temporarily turned off. Expand the Public Objects folder, then expand the Reports folder. Switch to the Document Editor to add formatting and fine-tune the document. Tuning a MicroStrategy system is not an exact science. From the Home menu, select Page Setup. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single, unified Web interface. In MicroStrategy Web, right-click on a dossier and select Properties. The New Grid dialog box opens. 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. x. From the left, select General. The key features of MicroStrategy platform are –. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. From the Format menu, select Apply Document Theme. All the forms for the selected attribute will be displayed. Click Click here to start a new qualification to begin to create a new view filter. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions.