So firstly, source field. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. To view a document in your content library, click on any of the object tiles that have a Document icon. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. Forecast Sales. Excel: This allows the user to export the document to Microsoft Excel in . Snowflake Specific Tuning Snowflake provides a query profile page which you can use to investigate your queries. This guide builds on a basic understanding of information provided in the Basic Reporting Guide. Highly formatted MicroStrategy reporting. For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. For a report, click the name of the report to run it. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. Expand the Public Objects folder, then expand the Reports folder. Method 2: Document with a Grid without the Grid Title Bar. To create a selector that updates a view filter. The document has one layout, is grouped, and the page-by selections are set to all. This checkbox is cleared by default. Yes, it's true. To dynamically alias a metric, follow the following steps: Right-click on the header and select "Rename/Edit" as shown below. If users want to be able to create their own filters, thresholds, or change the graph style used to display data. A URL which defines the object's location in MicroStrategy Web. 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. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. The Export to PDF dialog box opens. Partial or Relative Path. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. This setting needs to be at least the size of the largest cache file, or the. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. " The third document, ex. Click the Export to PDF icon in the toolbar. Interactive dashboards in MicroStrategy. A prompt allows a user to provide an answer to restrict or filter data during report execution. . While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. x. 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. For instructions, see Selecting available export formats. Windows. For more information, click Help in MicroStrategy Web. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. Change the data of the report and re-execute it. From the list of document templates, click Blank 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. To size a control. From the Data menu, select Configure Bulk Export. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. Enter the offset of the drop shadow, in points, in. When you specify an image by supplying the source. 4. View Documents. 1. There is a lot of excitement around this update as it will include highly anticipated features like Information Windows and the ability to create and edit dossiers right from MicroStrategy Library and the MicroStrategy App. x, if a report is in outline mode with totals enabled, when exported to Excel with the report collapsed to the lowest level, the exported version expands to show everything. Check the Certified option and click Ok. 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. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. 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. Stay tuned for our next set of releases, especially MicroStrategy 2021 Update 4 scheduled for the end of the year. Right-click the document name or icon, and select Edit. ) Obtain the Gotham Medium font file (in . 413 Advanced Documents: Interactivity and Joining Datasets 2022. To update the cover pages for Report Services Documents: Go to Workstation. On the upper right of any page, click your user name, and then select Preferences from the drop. On the My Subscriptions page, under the Email section, click Add email subscription. 155 Derived Metrics, View Filters, and Derived Elements. x - 10. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. As we know, the two key factors which decide the success of BI application software implementation are. This will open the “Who has access” section: In the text field, users can type any group or user name. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. To do this, click Grid > Automatic Column Widths, as shown below: Drag the column handles and adjust to the desired width. ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. From the left, select General. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. CONTENT: Enable cube partitioning,. 2. xls format. Interact with the data in real time (with targeting, filtering, and more). x. Click the check mark symbol on the right of the drop-down. Dashboard-style Documents. A MicroStrategy connection file (. Opens the report in PDF format. The Grouping Properties dialog box for that grouping field opens. 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. Select the Copilot icon in the left margin of your. Click the MicroStrategy icon at the upper left of any page and select My Subscriptions. In the Threshold Editor, select the threshold to copy, and click Copy in the toolbar. In MicroStrategy Web, open the document in Design or Editable Mode. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. Drag R2 to document as grid. Click in the desired section of the Layout area. 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. 3. Click the MicroStrategy icon, and select Create Document. To email a report or document on a schedule. Edit All Project-Level Settings. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. 1. 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. Selecting a display theme for an object The Light and Dark themes quickly change the. There are several important factors to consider before tuning your system’s heap size settings. In MicroStrategy Web, open the document in Design Mode. The document opens in PDF View, in Acrobat Reader. For information on connecting to databases, see Connect to Databases. 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. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. 2. Description. 2 : If the document contains multiple layouts. Click the menu icon on the right, and select Send Now. Place Intelligence Server close to the both the data warehouse and the metadata repository. 4. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode 1. 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. In MicroStrategy Web 9. Drag and drop the reports into the Dataset Objects panel of the Document Editor. You can insert an image such as a logo into a document. Navigate to the folder to save the file in, then click OK. • In MicroStrategy 11. ) User can now select the Gotham Medium font in Developer. 20. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 0. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. It also helps configuring the data interaction between one object and the others. 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. •. Related versions: 10. MicroStrategy Document Creation Help. You can select more than one dataset report to include on the document. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. 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. Choose Excel and open a workbook. Motivation: Customers can bring in data as a cache so they can save on costs using Snowflake. Select the theme and click OK. source field. 3. Follow below steps. Dedicate a machine for the metadata repository. The steps below show you how to create a custom group in MicroStrategy Web. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. You will learn how to use various report components, filters, metrics, and prompts to design effective and interactive reports. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. KB442449: Dossier Performance: Connect Live performance considerations. Autostyles can be either saved based on an existing document or they can. 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. Report and document URLs can be included in Report Services documents to link to specific reports and documents. You must perform the following general steps to add a prompt to a document: 1. Click the Export. Tuning Suggestions on Db2 database. The key features of MicroStrategy platform are –. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in performance from. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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. You can also create links in documents. 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. Type over the existing text or add new text. ( you can set 5 Lk for 8. Exporting a document. Select the Show Tooltip (Web Only) check box. The editable mode is a fantastic resource for fine-tuning the layout of a document. If the document is open in Presentation Mode, click the menu icon on. On the left, select Page. 3. To edit a document in Design Mode, from a folder, right-click the document and select Edit. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Excel: This allows the user to export the document to Microsoft Excel in . If you use Enterprise Manager, dedicate a machine for the Enterprise. link MicroStrategy users and groups to users and groups from sources such as Windows NT, LDAP, or a database: LINKTOEXTERNALACCOUNT:To send a report or document to a network folder on a schedule. You will also discover how to leverage the MicroStrategy platform and its features to. 2. 2. Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier. 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. 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. In MicroStrategy Web, open the document in Design or Editable Mode. Drilling on a Grid/Graph object in a document is similar to drilling on a report. TTF format) and install the file. ( How?) On the Insert menu, point to Selector, then choose the selector style. 2. This setting removes the sections that do not have any metric data. There are multiple ways to intervene the database to generate a better SQL execution plan. To remove a dataset from the document, click the name of the dataset that you want. When you move the cursor to the Layout area, the pointer becomes crosshairs. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. 0. Selecting the display theme for a document . MicroStrategy Office is a comprehensive guide that covers how to use the MicroStrategy platform with Microsoft Office applications. view Report Services Documents in the MicroStrategy Mobile client, and create Mobile document subscriptions in MicroStrategy Web: MOBILEVIEWDOCUMENT:. Select the section to print or display on a new page. Create a metric selector S2. Click on "Properties and. Expand the document section where you want the image by clicking the plus sign next to the section name. Enable document caching to generate the document only. In MicroStrategy Web, open the document in Design or Editable Mode. 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. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. Click the MicroStrategy icon, and select Create Document. In the Source area, select a database instance for the database to access using Freeform SQL. The dataset appears in bold text. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. To enable totals or subtotals for a metric. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. 2. The PDF View of the document is shown in the following image. 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. The example above was created in the MicroStrategy Tutorial project using the Inventory and Unit Sales - TVs report as a dataset. The data loading process gathers and prepares data for analysis and reporting in the Enterprise Manager project. For example: "C:Program FilesMicroStrategyAdministratorCommand Managercmdmgr. Users can wrangle, model, and enrich your data from PostgreSQL, as well as blend with other data sources. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. If the Export to PDF icon is unavailable, you must select PDF as an export format. Inserting selectors into documents. MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staf f of the Securities and Exchange Commission, upon request, full. Click OK. Place Intelligence Server close to the both the data warehouse and the metadata repository. 3 . 1. Also, see the documentation for your particular Web application server for additional tuning information. The MicroStrategy Intelligence Server backs up all cache files to disk and must use file descriptors to access them. A control can be any of the following: •. 3 : From the Insert menu, select Layout. In MicroStrategy Web 2019, create a dossier and add a visualization. x, this can be done at the document level. View the orange Certified ribbon on the dossier. (MicroStrategy AE) spends more time searching and fetching the report definition and then applies that definition to the intelligent cube. If the designers do not have access to the image, they cannot see the image while creating the document. rst, is saved in the selected folder. 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. 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. To edit a document in Design Mode, from a folder, right-click the document and select Edit. Right-click on the dossier once again. The datasets available to a document determine its content. ( How?) On the Insert menu, point to Selector, then choose the selector style. Export the document from the original project. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. 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. Therefore, prompts allow report designers to create reports that let users change the report content at run. Type the pop-up text in the Tooltip field. Document Editor. The test is for a single cube (4M rows) republish executed on the MicroStrategy 2021 Update 2 release with platform as 32 CPU, 244 GB memory Amazon Linux machine. However, when characters such as '%' percent, ':'. You can now see Dossiers and Documents in Dark Mode. From the Format menu, select Apply Document Theme. It’s the collision of two worlds: technology and magic. pkg. The owner usually defines the permissions for how the object can be used and by whom. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. 3 : From the Format menu, select Properties and Formatting. The document opens in Design View in the Document Editor. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. With effect from version 9. M icroStrategy Features. For detailed steps, see the Document Creation Help. 2. 2. In the Run Modes area, select the format (s) in which the document can be exported: •. 2. The data from the datasets is used to populate the report. In the Run Modes area, select the format (s) in which the document can be exported: •. Dynamic Custom Group in Dashboards or Dossiers. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 6. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Your data could be around retail transactions, airline flight patterns, web traffic, highway traffic… the number of possible Analyst use cases is only exceeded by the sheer volume of data available to you. Right-click an underlined object on the grid, point to Drill, then select the destination object. You should be familiar with the various properties that define how a selector looks and what it controls, such as target and source. You can add documents to your Library using MicroStrategy Workstation or Web. You can move the text field to any desired position. In MicroStrategy Web 2019, reducing the size of your browser while viewing a dossier in presentation mode causes the information to be truncated. How to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. To export a report while viewing it: Click the name of a report to display it. This feature. ; From the Schedule drop-down, select a schedule or. Formatting options include font, alignment, borders (including 3D borders and drop shadows. Switch to the Document Editor to add formatting and fine-tune the document. x, grid and graph displays are cut off on the right side. Drilling is available for Report Services Documents starting in MicroStrategy 9. Excel with plain text: Export the report to Microsoft Excel as plain text. To apply the selections as a slice, clear the Apply selections as a filter. The add-in introduces the ability to import and refresh reports and. A common requirement is to have a link in the second Report Services Document to return to the first report. For reports and documents, the owner is also listed on the Details page. 0. Click Click here to start a new qualification to begin to create a new view filter. Stay tuned for more information. To format numbers in text fields. x - 10. MicroStrategy SDK 2022. Right-click the selector, then select Properties and Formatting. ACTION: 1) Right mouse click on the transaction grid, choose Thresholds->Advanced. WHERE (col1, col2) in (SELECT s1. From a project in MicroStrategy Developer, navigate to the folder containing the document. Now that that’s settled, let’s jump into some best practices for dossier authoring. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. Chance the cover page to an image of your choosing. Includes scorecards. Below are some keyboard shortcuts to fine-tune the layers' positions. The document opens in Design View in the Document Editor. wherer as report filter is applied in the calculation itself i. Text field, which displays text such as: . High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. Make two grids with different attributes and metrics in each 3. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Add the two reports Report Item Orders and Revenue and. Selector: The following options are available for selectors. The dialog box for Options for PDFs opens. Place intelligence server close to the both the data warehouse and the metadata repository. 4. 1. 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. A cache is the stored results of a document query that has already been executed. First, you open a blank document and select a report to use as the document's dataset. The Grouping panel opens above the Layout area. 5. From the Home menu, select Export. Use the Inspector tool to select an element: 3. xls format. Selecting the display theme for a document . You can modify options such as paper size, borders, section display, and horizontal overflow. To add a section to a document. 4. Report and document URLs can be included in Report Services documents to link to specific reports and documents. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 0. To change the mode, click its icon on the toolbar. To format numbers in text fields. At this stage, all metrics are available in both S1 and S2, but the order is different. 5. also go to intelligence server configuration and make sure the worker set XML is at optimum level. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. 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. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. Last updated: Dec 12, 2022. Click the Options icon . For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. In MicroStrategy Developer, select the document to export. The following figure displays the SQL. Tuning a MicroStrategy system is not an exact science. 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. Add one of the controls listed above. Using the exact name of the font, enter a name for the new shortcut prefixed with " pkr ". x. Click Certify. Caching documents. The legend frame is moved to one of the default locations on the graph report. The Insert Layout dialog box opens. In Design Mode, a document designer adds widgets to a document and defines them. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. Gather information about your user audience. If the document contains multiple layouts, click the tab of the layout to change. Then to provide the prompt answer in the metric alias, use the following syntax. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. Open a document in the Document Editor. If only one layout remains, the Document Header/Footer replaces the Layout Header/Footer. This icon becomes visible when you point to the name of the report or document. This allows users to get insights from one map rather than creating two or more maps. x - 10. The PDF that results from this selection is called a page of the original document. All articles. You can add one or more datasets to the document. Report Services documents are an excellent. Double-click the document name or icon . Controls are shown in the document's Layout area as you design the document.