ACTION To see sample dashboards in MicroStrategy Web. [WORKAROUND] Add a report filter as per KB43660 to a grid report. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. And then in the first document, import the. It also provides resources to add functionality such as controlling navigation, retrieving and applying filters, setting properties, and managing events, and supports several different. From MicroStrategy Web create a simple report containing on the Item attribute. Add a Grid visualization from Report 1. 4. Build beautiful, interactive dashboards with Dossier. The default Microstrategy Tutorial (Direct) project is simply pointing to the 3 local MS Access databases for the data and metadata. This technical note is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy The amount of data retrieved and objects being used in a Report Services Dashboard have a direct impact in the size of the final Dashboard. My example takes California counties. First, you open a blank document and select a report to use as the document's dataset. Add data fields. Go to View > Sections and notice how 'Body' is the only section checked, as shown below: Check 'Page Header' then uncheck 'Body and click 'OK'. ". We would like to feature some MicroStrategy dashboards in our hub sites using the iframe or application layout cards, similar to how we're doing with Tableau. For the sample to work, the MicroStrategy Web JAR files must be accessible by the Java Runtime. ) This is a method to get horizontal bar charts and % change arrows within a grid. Select one of the following export formats: To export the report to an Adobe PDF file, select PDF. Click OK. x and setting up the MicroStrategy Narrowcast Server 9. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. You can insert an image such as a logo into a document. Video Tutorials. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. The Subtotals dialog box opens. A user can click a link on an image, a text field, or an object in a Grid/Graph (displayed as a grid or as a widget) to run another document or a report. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. 1. The table below shows the URL parameters used to run a dashboard and open it with a specified sheet selected. Click Apply. In MicroStrategy 10. Case Functions. Add a text field using one of the following methods depending on your goal for the text field: •. Add the two grids to the panel stack next to each other. In other words, one can only filter on a set number of days or months. The property is named "document grids from multiple datasets" and defaults to enabled but can be set to disabled. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. MicroStrategy Web (. Add an email alert for when Revenue goes above 0, as shown below. For future reference, when the term “Dossier” is used in this document it also refers to Visual Insight Dashboards. This functionality allows you to control which datasets determine the attribute elements that appear in the document resultsTile grid map is an abstraction of the map data to solve the issue of difference in sizes causing issues with shading and making it difficult to compare geographic information. Add Selector targetting all reports for Year (drop down). The impact is limited to embedded dashboards in Out of the Box document 'Troubleshooting Center' in MicroStrategy 10. To get a sneak-peak of new functionalities. Open a report, create a text box, and add some text. x. 6. Right click on your drop down selector and choose Properties and Formatting. Sunday, Monday, etc. The Properties and Formatting dialog box opens. Useful for analysis or reporting, it uses the "Paste. Insert a selector and define the properties so that the selector is on Region and targets R1. Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. To view sample RS documents created for each mobile device, in the MicroStrategy Tutorial project, navigate to the Shared Reports folder. Key features of the dossiers, that available for both web and mobile users are: A more modern interface with intuitive menu options for both analysts and consumers. This article explains how to programmatically set a selector in a dashboard using MicroStrategy SDK 9. Users can also insert some text. Copy the code for the D3 visualization you are using. In the Source area, select a database instance for the database to access using Freeform SQL. First, you open a blank document and select a report to use as the document's dataset. You can add controls to the panel, in the same way you add controls to other parts of the document. Execute the document in MicroStrategy Web 9. 2. To add text to the HTML document, in the Layout pane, place the cursor where you would like to insert the text, and then type the text. Approach. The Embedding SDK allows you to quickly integrate a MicroStrategy dossier into a web application in a responsive manner. To print a MicroStrategy Web report: 1. On-demand Product Tour. Consider the two scenarios below: 1. Steps to Create: 1. The Export Reports preferences page allows you to specify exporting preferences. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. Creating a powerful dossier is as simple as importing. Open up the same document in MicroStrategy Web 10. Publish the sheet or report. Check the Merge checkbox under Rows in the Header section. The Export to Excel dialog box opens. To insert and define panels, follow the high-level steps below: Insert a panel stack (the holder for the panels). Zebra BI in Excel. 4. This technical note is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy The amount of data retrieved and objects being used in a Report Services Dashboard have a direct impact in the size of the final Dashboard. And leverage the Page-By function to focus your analysis on one element. To remove the tab from being visible, follow these steps: Go to design mode for the document where the 'Layout' tab is no longer desired and under the 'Tools' tab, select the 'Document Properties' option: A new window will open. Creating widgets. In MicroStrategy Cloud Express, under the Advanced team, create a new dashboard, like shown below. For instructions, see Selecting available export formats. Right-click the Grid/Graph, transaction table, or any of the text fields in the panel stack, then select Configure Transaction. To do so, double-click the blue app that contains or is shaped like a W. The Properties and Formatting dialog box opens. Reference the image in the form of '. In MicroStrategy Web, a user expands the levels to navigate to an object. browse button So firstly, source field. The Embedding SDK allows you to quickly integrate a MicroStrategy dossier into a web application in a responsive manner. Microstrategy: whatever option is best for your business? Check out Capterra's comparison to determine which you need invest in!This technical note article describes why a grid information would clip after exporting to PDF or excel if it's inside a panel stack in MicroStrategy Web 9. However, the SQL used to execute the report can still be viewed and obtained. This article demonstrates how to achieve the same in Report Service Document. It also serves as a quick guide to the other. Add another panel and add the same report to this panel and set view filter to South. If you’ve already published the sheet or report, skip to step 4. STEPS TO REPRODUCE: Create a document in MicroStrategy Developer or Web 10. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. Get inspiration at the MicroStrategy data visualization gallery. 4. Go to the Smartsheet app. “ Data without context is meaningless. X - 9. CAUSE: This is by design for MicroStrategy Developer 10. Filters in MicroStrategy are built from Attributes. Step 1 - Metric creation With the function ConcatAgg, create a metric for the attribute for which you want to get the selection summary. If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode. The bigger the Dashboard size the. The Create New Attribute Form dialog box now appears. Create a compound metric called B with expression "RunningSum(A)" as shown below. If the MicroStrategy Server name is the same name as the machine name, users can have a. 2. Clicking on the "continue" button will then "insert" the visualizations directly into your Excel Worksheet or PowerPoint Slide. In General: Disable 'Show title bar'. Close the Visualization Builder, and then re-open it. To start, build a report with the attributes Region and Year and the Units Sold metric. Click the Selector icon in the toolbar, and then choose how to display the selector from the drop-down list. The Report Data Options dialog box opens. Create a Report Services Document in MicroStrategy Tutorial 2. Drop zones in dashboards allow you to quickly create visualizations and filters from your data. The fuel for business dashboards is data, so each one needs to have one or more data sources. 3. The example provided in this document is provided “as-is” and user has read the following customization warning: ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize several MicroStrategy products and extend and integrate the MicroStrategy business intelligence functionality into other applications. 4 : Do one of the following to create a new layout: • To create a new layout using a Report Services (RS) dashboard template, click the. In this tutorial, you learn how to create a dashboard dynamically using a template and existing. The following steps show an example to achieve this with MicroStrategy Tutorial project: 1. In a report, right-click an object and select Edit Links. 1. Then you have to modify the users to assign the. Environment. Dashboard is a Graphical view of Report in Flash mode and it is more interactive. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. 1) Open Tutorial Project in MicroStrategy Web. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. In MicroStrategy Web, create a report with the Region attribute. Choose Graph > Display > Data Label. A sales team might use a business dashboard to connect data. This document explains how to format a graph report so that it appears entirely on one page with a scroll bar, as shown below:. 5. Click the Export to Excel icon in the toolbar. Express View Mode. Add content to an existing document. The document opens in PDF View, in Acrobat Reader. Link or Embed a file. Once data flows into the interface, the dashboard will come to life. To add objects, you. It also serves as a quick guide to the other. This issue has been classified as a defect by MicroStrategy. 10. list. Drag the data set onto to. Objects cannot be placed directly into the visualization. Although the application of these emails is different, the same basic. Select Export from Home menu, and then click PDF. In Layout: Select the 'Fit to contents' radio button under the Height section, like shown below. The Code Editor tab should be open. Click on the Header/Footer tab. Proactive alerts and push notifications for both web and mobile users. Add multiple managed views. Add static text. 1. The text source can be data such as metadata tags on a web site or any free form text. Reports are now available to use and interact with in MicroStrategy Library: View standard reports in MicroStrategy Library to get a simple, grid view of data. Log in to the MicroStrategy Tutorial sample project. Get inspiration at the MicroStrategy data visualization gallery. Text field, which displays text such as: . The example provided in this document is provided “as-is” to the user and assumes that the user: Can program, compile (e. It will not indicate that the check box is enabled, but this step is mandatory. 2. Open the sheet or report you want to display on the dashboard. Navigate to the dossier (s) or document (s) you want to push to people's libraries. Check other tables and select/deselect correct tables. Use the Grid section of the Properties and Formatting dialog to format grid reports in your documents, or change how users drill on a grid or graph. Click the MicroStrategy icon, and select Create Document. This is easily done using the &hiddensections URL parameter that can be obtained from the folder browsing page. It should appear in the following format: mailto: myaccount@microstrategy. Click the Enterprise Reporting Documents folder. For example, they can help identify new SEO terms to target on a web site or they can. From the Insert menu, select New Metric. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. How to Display Prompt Value on a Microstrategy Report Document or DashboardQlikView vs. Import a RS document or VI dashboard into Excel with MicroStrategy Office; 2. 4. x, under Editable mode. Select a control from the Insert toolbar or menu, then click an area in the document to place the control. com. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. Save the document as 'LayoutAlert'. Rarely Data Preparation is the performance bottleneck when executing Report Services dashboards. A user requests the execution of a Report Services dashboard. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an objectAs document designers create documents, they specify the data that appears and control the layout, formatting, grouping, and subtotaling of data. . 0, and right click the document, you will notice that the Edit option is greyed out as seen below: CAUSE: The panel stack is added to the document, with a single panel. Word cloud visualizations can be a powerful business tool. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. Built on the open and flexible architecture of MicroStrategy Report Services™ as Report Services Template (RST) files, templates provide a quick and intuitive method for designing dashboards. And then in the first document, import the second. 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 ). mstrc, please open something similar to Notepad. For example, the HTML container in the following document uses a URL to display the MicroStrategy Resource Center website. • Other dossiers, reports, or documents . Within the control, click on "Hyperlink" and enter in the syntax of the mail tag. . 3. ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. For more information, see Creating pop-up tooltips in controls. 1 does not fully wrap the texts in the Grid Header of the existing document, thus. where as Dashboard is a output result of Document. Insert two images in the dashboard: your grid view image and graph view image. Assuming that the new plugin retains similar functionality to the. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. In MicroStrategy 2020, the Export to PDF window in a dossier allows for more customization and provides new default settings. Select existing text or add new text to use as a hyperlink. 4. Analysts and application architects can now leverage content within panel stacks to target and control additional visualizations on the dossier page. The Configure Transactions Editor opens. 2. swf), then forward the Intelligence Server XML response to. Click the link for the desired manual or other documentation source. ( How?) Select a section in the Layout area. Find the file you. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. In a report or document, MicroStrategy users have the option to access a SQL view so that they can see the behavior of the SQL engine during execution. The Full option exports a snapshot of each page and each individual visualization. 4) Right-click on the text box and select Edit Links. Documents and Dashboards for MicroStrategy Report Services MicroStrategy University The MicroStrategy Report Services: Documents and Dashboards course provides an overview of Dynamic Enterprise Dashboards built in MicroStrategy Report Services in MicroStrategy Web. Design the document so that it perfectly fits iPad Air 2 landscape mode. Go to Insert > Object. We then created a report in either web or developer with our new banding metric along with any desired attributes or metrics we want in our documents detailed section (we chose profit and customers from tutorial for our example) To achieve the display of dynamic reports in a MicroStrategy HTML document we will insert an iFrame on the HTML document using XSL and will set the source property of the iFrame to point at the report we want to dynamically display. Users can embed special text that resolves to SERVERNAME and PROJECT. Expand the document section where you want the image by clicking the plus sign next to the section name. 9 and 10. Right-click the object users will click to send an email. A link lets an analyst execute another document or report (the target) from a document (the source). Create a grid visualization using superstore. Click within the Dataset Objects area to add datasets for the document. browse button So firstly, source field. Using this method will grant the ability to embed the image file into the document or dashboard itself, without having the image file exist as a file in a specific folder pathway, or within a public or private URL that hosts. Click the Search icon in the navigation bar at the top of the page. For information on adding text boxes to your dashboard, see Add images, videos, and more to your dashboard. Select OK. To do so, click Tools > Report Details Page after the report has. Let me share it step by step. In the Web View Properties pane, enter the URL of the Word document that you want to embed. 4. Any dashboard created within MicroStrategy Desktop 10. The document displays in its default display mode. For steps, see Starting MicroStrategy Web. 2. By default, a document contain group attribute will still be exported into one sheet in Excel. To add in the contents of additional Word documents, repeat the above steps as needed. 0. The Conditional Formatting dialog box opens. Choose Excel and open a workbook. When you add a new text field, its formatting is determined by the control defaults. Lessons how to seamlessly integrate SharePoint into MicroStrategy with our step-by-step guidance. This solution only allows for a fixed time difference. Creating documents. URLs that point to the same MicroStrategy Web server as the one that you are using are not supported. Case ( [Metric Selector]="Rebates", Discount, [Metric Selector]="Sales", Revenue, 0)BI Learning: Creating a Dynamic Enterprise Dashboard. x-10. For background information on datasets, see Using datasets in documents. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Go to Advance Formatting > Alignment, uncheck "Wrap Text," and then click 'Apply,' as shown below: Users will notice now that the text is still. To change the display of null values. This enables developers to have a background color for the entire document and keep an aesthetic uniform look. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. x-10. Check out the five modern tools you should be using to ensure you are getting the most out of the MicroStrategy platform: 1. NET): Program FilesCommon FilesMicroStrategy directory. Save the report in MicroStrategy Web 10. 1, users notice that the value label does not show for any of the slices when inserted into a document and executed in Flash mode. In this brief video tutorial, Josef Timchenko of our Customer Education team explains how to make a custom or third-party visualization available for use in both MicroStrategy Web and MicroStrategy Desktop. A document designer can create a Transaction Services-enabled document to allow analysts to approve requests, track business activity, and execute business. From the Home menu, select Export, and then select the required output format. Add one of the controls listed above. This toolbar is available in Design and Editable Modes. The styles are listed below: Drop-down. From the left, select General. Go to Insert > Office Add-ins. Views 1543. A selector can change panels, the focus of a grid or graph report, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. KB263918: How to Refresh a Report or Report Services Document Using the. KB47896: Panel stacks as information windows have white space around them when using Google Maps in MicroStrategy Web 9. A line appears in the Layout area to divide the sections. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Close the Visualization Builder, and then re-open it. With the release of MicroStrategy Analytics Enterprise 9. To create the header, select Header from the Edit drop. Some sample reports and dashboards are. Open a Microsoft Word document. Create a second Report with Category, Item, and Revenue. 0 with the same name. A single panel is automatically added to the panel stack. as shown below:To create a selector that updates a dynamic text field on a panel stack. Natural. Select the Copilot icon in the left margin of your. Add a Panel Selector. Open MicroStrategy Developer 10. It also provides resources to add functionality such as controlling navigation, retrieving and applying filters, setting properties, and managing events, and supports several different authentication environments. 9. 2. To insert the new section: Above the selected section, select Insert Section Above from the Insert menu. Click Shared Reports. Set proper document page size, body height and size of other objects in each layout by following KB238917 to make the document fit both portrait and landscape view for one device. To hide or display column or row headers. Controls are the objects that display the data, images, and shapes in a document. Navigation Menu Most modern analytics platforms include a navigation menu to allow users to move from dashboard to dashboard. Notice that the Edit option is grayed out. Add auto text codes. Choose File > New Dossier. The script in this. In MicroStrategy Developer, double-click the document name or icon. Click the Menu Icon (Vertical Ellipses). x. To achieve this, go to “TOOLS>Document Properties>Mobile (under Layout Properties group)”. The links to report and documents can be directly emailed without running them starting from MicroStrategy Analytics Enterprise 9. 4. To enable this feature, the Analytical Engine will attempt to join the datasets and display the relevant results. When connected to a MicroStrategy environment; How to link from a text box to a dossier Open MicroStrategy Workstation. Create a new dashboard using report created at step 1 as. Open Workstation. Switch to the Performance Configuration tab and enable the following three counters:Download Article. create a derived metric named "Metric Selector". Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. Select your custom visualization. In the panel stack Properties and Formatting, set the 'Content Overflow' to 'Scroll', like shown below. In MicroStrategy Web a user has the option to add header and footer information at 3 levels. From the Data menu, select Report Data Options. /images/image_name' as shown below. 2. Go to the Properties and Formatting window and make both the panel stacks content. For more information, click Help in MicroStrategy Web. Add data fields. To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Using this method will grant the ability to embed the image file into the document or dashboard itself, without having the image file exist as a file in a specific folder pathway, or within a public or private URL that hosts the image. Exporting allows you to send data to other applications. How to embed horizontal bar graphs into a column of a grid in Report Service Document in MicroStrategy Developer 9. Right click on a Report Services Document. Create a Document and add R1 as a dataset. 4. 3. Link or Embed a file. 0. MicroStrategy experts discuss how you can use dashboards to allocate funds while analyzing metrics and state averages to identify gaps in equity, diversity, and innovation. 4. a. Introduction to the Embedding SDK. To see sample dashboards in MicroStrategy Web. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. Simply download the file, extract its contents, and use it as the basis of your code as you follow the steps. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. This technical note describes how to invoke and execute any JavaScript function from a regular hyperlink within a Report Services Document. To export a report while viewing it: Click the name of a report to display it.