6. If you are on the MicroStrategy home page, the entire project is searched by default. From the samples, choose Campaign Finance Data and continue. Under Categories, expand Display, and then select Null Values. Dashboards, which are a type of document, provide a lot of interactive graphical features to enable exploration of the data at several levels of detail. so you can still create and execute reports, but cannot run the documents/dashboards. A dataset is a standard MicroStrategy report. Now, when users view this report, the custom header or footer is shown. 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. To update the cover pages for Report Services Documents: Go to Workstation. The layouts can be renamed by right clicking them. An RS dashboard is commonly only one page long, is intended to be viewed online, and usually provides interactive features that let analysts change how they view the RS dashboard's data. ( How?) On the Insert menu, point to Selector, then choose the selector style. To find Filter names in MicroStrategy: . From Design Mode, click the Editable Mode icon . Exporting allows you to send data to other applications. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. Objects cannot be placed directly into the visualization. It is possible to re-write the URLs to be more dynamic to reduce the maintenance required; however, note that doing so will render the links unusable in PDF. Once logged in, hover over the “Media” link in the left sidebar and click on the “Add New” link. You can also import an existing document's layouts into another document; for more information, see Importing layouts into a document. Self-service for analytics creation, exploration, and user interactivity. The pop-up text does not display in MicroStrategy Web, but you can add a tooltip to display the URL or any other information. Limit grid elements to those we. Historically, business intelligence (BI) teams focused on building dashboards to run on computer systems. A selector can change in a panel stack. For more information, see Creating pop-up tooltips in controls. browse button So firstly, source field. In the detail header section, add a grid with Year in the row and Cost in the column, add a text box with the text "TEST", drag the attribute Year to the Grouping,. 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 with the same name. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. Create a grid that contains elements (attribute elements). How to shrink an oversized document or dashboard to print with a 8 1/2 x 11 paper size in MicroStrategy Developer 9. Execute the document in MicroStrategy Web 9. The following URL API syntax can be used to export the current document including the currently selected panels in Express View. If the document is rendered in non-full screen mode by default, the height of the document page should be set to 1334-40-88=1206. This checkbox is cleared by default. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode 1. The MicroStrategy Library can be accessed via the MicroStrategy Library App available on the Apple Store (for iOS) and Google Play Store (for Android). Excel with plain text: Export the report to Microsoft Excel as plain text. Click the Export to Excel icon in the toolbar. 4. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. The list of supported hardware and Mobile OS versions remains the same as the MicroStrategy Mobile Platform App. 0. Switch to the Performance Configuration tab and enable the following three counters:Download Article. A step-by-step guide on how to Insert Dropdown Menu Fields in the Software Maintenance Agreement. browse button So firstly, source field. Select the 'Advanced' section under 'Document Properties' on the left pane, and make sure to uncheck the. The user level, where all the reports for a particular user will contain a specific user defined header and/or footer. Reference the image in the form of '. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. For details, see Creating derived metrics. Unable to Load a Dossier Dashboard Using MicroStrategy Embedding SDK 10. Open the Report Editor. x. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. The link can pass parameters to answer any prompts that are in the target. The Input Metric Formula dialog box opens. x - 10. This is a first of many Dashboard videos and focuses on creating Dashboard templates that are reusable and can be moved between projects and project sources. Switch to the Document Editor to add formatting and fine-tune the document. Navigate to the Layout Tab. 1. To Search for Objects. Add the text field to any section of the document. A dataset is a MicroStrategy report that is used on a document. 4. You can add one or more datasets to the. Click "OK" to save the setting and save the dashboard This feature is limited in that it cannot filter for the current month’s data dynamically. The document displays in its default display mode. 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. Step 1 - Metric creation With the function ConcatAgg, create a metric for the attribute for which you want to get the selection summary. In a document, right-click a grid/graph displayed as a grid, and select Edit Grid. Document Name: VI: year by Cost # of Grids are: 3 year by Cost Title: HELLO! Property Name Set FormattingFont -----Property Name Name -- VALUE: Arial -----Property Name. 0. Drop zones in dashboards allow you to quickly create visualizations and filters from your data. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. The Embedding SDK allows you to quickly integrate a MicroStrategy dossier into a web application in a responsive manner. MSTR file) by selecting Share->Export to Dashboard file, which gives a warning message as shown below. Creating multi-layout documents. Publish the sheet or report. For instructions, see Adding panel stacks to documents. Displaying a list of selected elements in a Document or Dashboard can be easily accomplished using the ConcatAgg function. You can also use dynamic images in. Video Tutorials. Introduction to the Embedding SDK. Run the document in Interactive Mode. When you export a report, you move a copy of the report into. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. Automated Insights (Ai) helps organizations make better business decisions, faster. Close the Visualization Builder, and then re-open it. x and 9. swf), then forward the Intelligence Server XML response to. 2. Back then, the dossier editor (formerly known as Visual Insight) was a powerful BI tool with limited design functionality. Create a compound metric called B with expression "RunningSum(A)" as shown below. swf and xml file attachments. The impact is limited to embedded dashboards in Out of the Box document 'Troubleshooting Center' in MicroStrategy 10. g. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. x . Opens the report in PDF format. Trending Articles. Open the document in the Document Editor. If you’ve already published the sheet or report, skip to step 4. 4. and. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. In a report, right-click an object and select Edit Links. Go to Insert > Object. All articles. In your blog editor, begin writing your post. Exporting multi-layout documents. x. 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 ). 2 – Select the desired Metric. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. In the Embed Code section, copy the embed code (iframe). 3. For example, the HTML container in the following document uses a URL to display the MicroStrategy Resource Center website. On the Freeform Sources tab, select Create Freeform SQL report. In the upper left part of the Get Info page, notice the following link: Change Cover Page. 2. It is based on MicroStrategy Tutorial. Insert a selector and define the properties so that the selector is on Region and targets R1. For background information on datasets, see Using datasets in documents. To change the display of null values. You can create two security filters, let call them: MyAttributeEqual1. Access. Advanced visuals, branding colors, and open APIs for unlimited customization. x, what is the difference between the "Create New Report" option. Customize the format of the imported document; 3. Case ( [Metric Selector]="Rebates", Discount, [Metric Selector]="Sales", Revenue, 0)BI Learning: Creating a Dynamic Enterprise Dashboard. 0-10. When you move the cursor to the Layout area, the pointer becomes crosshairs. Dashboard Templates Overview. To change the mode, click its icon on the toolbar. b. Consider the two scenarios below: 1. Get inspiration at the MicroStrategy data visualization gallery. Right-click a control and choose Properties and Formatting. Run the document in Interactive Mode. To add objects, you. One use case is to list all dossiers/documents within a Project together with all user groups that have access to it + access rights. The options available depend on your user privileges and the display modes. Right click on a Report Services Document. My example takes California counties. Log in to the MicroStrategy Tutorial sample project. Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. Change the “Supported Orientations” to “Landscape only”: Step 3. 4. Select the Show Tooltip (Web Only) check box. 1) Goto MicroStrategy Desktop for easier working/development (or) do the same in MicroStrategy web. Upon making this selection, the row headers will now be merged. Open a report, create a text box, and add some text. The example provided in this document is provided “as-is” and user has read the following customization warning:From the menu, click Insert in order to place a line, text, image, rectangle, grid, and/or auto-text on the report grid in the document. This is easily done using the &hiddensections URL parameter that can be obtained from the folder browsing page. The value from of visualizationKey is. Select Browse and choose the file you want to use. Display – Null Values appears on the right side of the editor. The Information Window displays in MicroStrategy Mobile, and in Express Mode and Flash Mode in MicroStrategy Web. We have found that educated users are more likely to use the product on a daily basis. From the Insert menu, select Text. Additionally, this will prevent any blank spaces when having multiple objects in a dashboard. Add the desired amount of datasets to the document. In the Padding area, type a measurement value in the Left, Top, Right, and Bottom fields. The Report Data Options dialog box opens. You can rapidly move from raw data to experimentation to discovering new insights. Go to Insert > Object. A single panel is automatically added to the panel stack. Type the HTML syntax in the Hyperlink box. The user can do this by importing the layout of the second document into the first document. When you add a layout to a document, two tabs are added, with the default names of Layout1 and Layout2. Filters in MicroStrategy are built from Attributes. This tutorial demonstrates how to promote user's work directly in the Desktop, share it with other user groups and set access options. ) User can now select the Gotham Medium font in Developer. Select Create from File. This technical note documents the steps to display names for DayOfWeek values in metrics and attributes in MicroStrategy 9. Right-click in the text field and select Properties and Formatting. In MicroStrategy Web, log in to the Tutorial project. Supports multiple element selections. Insert an image object specifying the folder path into which R will create an image file based on the metric values. From MicroStrategy Web create a simple report containing on the Item attribute. Click the MicroStrategy icon, and select Create Document. Add a Grid visualization from Report 1. Insert Toolbar. If the custom font is not on the client machine, the custom font applied to a textbox on a document/dashboard may not be. ( How?) From the Data menu, choose Report Data Options. From the list of document templates, click Blank Document. MicroStrategy Web. Select existing text or add new text to use as a hyperlink. I joined the dossier authoring team in 2018. A single panel is automatically added to the panel stack. From Presentation Mode, click the menu icon on the right, and select Edit. This is shown in the picture below: Users can select to insert some customized text by clicking on the icons shown in the picture. From the Format menu, select Document Properties. Zebra BI for Capacity BI. How to Set the X-Frame-Options to Load a Dossier Dashboard from a different Application Server using MicroStrategy Embedding SDK 10. MicroStrategy recommends that you use event-triggered schedules in situations where it is important to control which node performs certain tasks. Controls are the objects that display the data, images, and shapes in a document. On the “Add New Media” page, click on the “Select Files” button. After converting a Visual Insight dashboard to a Report Services Document, the document. MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer, To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. To enable this feature, the Analytical Engine will attempt to join the datasets and display the relevant results. Refresh the document and note that the format is lost; CAUSE: This is a limitation of MicroStrategy Office 10. In MicroStrategy Web a user has the option to add header and footer information at 3 levels. When you move the cursor to the Layout area, the pointer becomes crosshairs. Detail Levels You can now select the level of detail exported from your dossier. 2. 1. Right-click an object in the Grid/Graph and select Edit Links, as shown below: The following link editor opens: Click New to create a new link. URLs that point to the same MicroStrategy Web server as the one that you are using are not supported. mstrc”. 2) Create Document/Dashboard. For steps, see Starting MicroStrategy Web. 1. To add a derived element to a document, open the document in Editable Mode. 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. Do one of the following to create a new layout: To create a new layout using a Report Services (RS) dashboard template, click the Dashboard Layoutstab, then select a template. Choose Display as icon to embed, or Link to file for a link. The styles are listed below: Drop-down. 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. If you use a key, you must obtain it using code or get it from the HTML. Choose Display as icon to embed, or Link to file for a link. From a project in MicroStrategy Web, navigate to the folder containing the document. In Developer, open a grid report. For steps, see Starting MicroStrategy Web. You can add a report to a document in any of the following ways: • If the document already contains the dataset that will populate the report with data, then do one of the following:. Expected display in interactive mode: In Flash mode:In MicroStrategy Developer, open the folder that contains the attribute to modify. Before you export, set the. MicroStrategy URL Parameters. Users can interact with the Dossier. In MicroStrategy 2020, the Export to PDF window in a dossier allows for more customization and provides new default settings. 4. Open a document in the Document Editor. Give the link a name. )Embedding images using base64 encoding in an HTML Container object has been confirmed to work in MicroStrategy Analytics Enterprise 9. To insert a copy of your file into another, embed or link to it. You can use the Enterprise Manager reports and dashboards out-of-the-box, or you can modify the reports to return exactly the data you want to analyze for your MicroStrategy environment. Click MicroStrategy Platform Capabilities, then click MicroStrategy Mobile. Create a report with Year and Revenue and name it 'Alert Report'. Click in the desired section of the Layout area. x, users expect to see the description appear in the tooltip when hovering above the object. by Alex-Santos. However, if the administrators or MicroStrategy Technical Support require. After adding a description in the properties for a report object in MicroStrategy Web 10. For more information and instructions to export documents to Excel, see Exporting documents to Excel. In the Publish Options form, select Get Link. When the dashboard is run in Flash mode, it will display as follows: Click on the Button bar selector and the information window will appear. In Design Mode, a document designer adds widgets to a document and defines them. MicroStrategy promotes dashboard self-service by enabling users to create their own dashboards on the fly leveraging customized preformatted templates that can include a. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. Document designers also create Report Services (RS) dashboards, as described in Designing dynamic enterprise RS dashboards. The bigger the Dashboard size the. Select the Copilot icon in the left margin of your. 3. Inserting images in a document. You can insert an image such as a logo into a document. x. Add the two grids to the panel stack next to each other. 1. 4. To insert the new section: Above the selected section, select Insert Section Above from the Insert menu. TTF format) and install the file. The Export Reports preferences page allows you to specify exporting preferences. If the MicroStrategy Server name is the same name as the machine name, users can have a. MicroStrategy Intelligence Server can send email messages in different scenarios such as through Distribution Services email subscriptions, the "Send Now" option on reports or dashboards, administrative notification emails, Collaboration Server notification emails etc. Live Demo Office August 23, 2023. The refresh behavior preference can be set to a different default value using a system defaults change with the MicroStrategy Web SDK. Such report can be defined as shown below: Attributes: Project, Day, Document, User . To view sample RS documents created for each mobile device, in the MicroStrategy Tutorial project, navigate to the Shared Reports folder. Tile 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. Create a Dashboard using both Reports as datasets. . You can change any of the formatting options for the new HTML container. If a message is displayed asking if you want to use read only mode or edit mode, select Edit and click OK to open the Attribute Editor in edit mode so that you can make changes to the attribute. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. Dynamic data fields in hyperlinks. To start, build a report with the attributes Region and Year and the Units Sold metric. For detailed steps, see the MicroStrategy Web Help. By empowering data-driven organizations with Ai’s proprietary natural language generation (NLG) platform, Wordsmith, businesses are able to deliver the right insight, to the right person, at the right time and in the easiest-to-understand medium—the written word. Creating a powerful dossier is as simple as importing. Explore. Open a Microsoft Word document. Use the button in the titlebar to maximize one instance of the graph, notice everything in the document is been re-rendered. Layout2 is now active, and the original document is Layout1. Go to Insert > Office Add-ins. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. 2. When you create a document, you can specify the data that appears, control. x. x and setting up the MicroStrategy Narrowcast Server 9. Run the report. Salesforce Reports Homepage. Give the link a name. In MicroStrategy Web, open the document in Design or Editable Mode. For steps to create a dashboard, see the MicroStrategy Web Help. Adding lines. Add a Text Box with the T icon in the top center toolbar. After the service runs, the recipient will receive an email with a . In this grid, pull Customer attribute to the rows and Profit metric to the column as shown. Make two grids with different attributes and metrics in each 3. Notice how 'Body' is no longer a section, as. How? Expand the section where you want to add the date and time by clicking the plus sign next to the section name. The value label will show up fine in Interactive mode. Insert two images in the dashboard: your grid view image and graph view image. To insert a section. In MicroStrategy Cloud Express, under the Advanced team, create a new dashboard, like shown below. You use either a key or an index value to specify the sheet. Select your custom visualization. Browse and incorporate these templates into your own data dashboards. Click within the Dataset Objects area to add datasets for the document. To hide or display column or row headers. For future reference, when the term “Dossier” is used in this document it also refers to Visual Insight Dashboards. For information on connecting to databases, see Connect to Databases. Click on the object and click on the control on the right of the Property List: Navigation > "Is hyperlink". Execute the document and the R generated graph is displayed in the document as shown below: Formatting text fields. The tooltip also displays as pop-up text, but only in MicroStrategy Web. From MicroStrategy Web create a simple report containing on the Item attribute. Create a document with out-of-the-box navigation bar and only enable landscape orientation. I could read on the MSTR site that the difference between Dashboards and Documents is the following: Document is a editing and formatting of report in a prescribed manner. In MicroStrategy Web, log in to the Tutorial project. g. Add R1 to the Detail Header as a grid. To Create and Save a Dossier. Click the Menu Icon (Vertical Ellipses). This article demonstrates how to achieve the same in Report Service Document. Our goal was simple — to build the next-generation dashboard editor. Select the folder to open based on the device you are using. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be. Watch this session from World 2022 to get to know. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. 3. 3 – Select Is Not Null as operator. 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. In the Source area, select a database instance for the database to access using Freeform SQL. '. Telling a Story with MicroStrategy Dossier. 4. This setting is ideal if you have numerous. This will open a window where you can browse your computer. Working with multiple datasets. Instead, users may observe that the tooltip displays, for example, "Metric: Revenue" when hovering over the object in the Report Objects or Datasets. Open the document which has already been created with the grid in it. This javascript file is included in the MicroStrategyLibrary web application. Point to Conditional Formatting, then select Advanced. Navigate to and select a Transaction Services report, then click OK. Open the sheet or report you want to display on the dashboard. However, there is still a way for users to view back-end data in a Visual Insight dashboard. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. The New Document dialog box opens. Toggle the filter values. xOpen a report in Graph View. You can also use dynamic images in. Enterprise Manager 9. 1. Add an email alert for when Revenue goes above 0, as shown below. 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. When MicroStrategy queries the data warehouse, the software determines which condition evaluates as true and then returns the value that the. x, users can import reports or entire modules from third-party Salesforce accounts to build MicroStrategy reports, visualizations, and dashboards via the Data Import tool. Add auto text codes. Right-click the object users will click to send an email. Every request to a MicroStrategy Web product corresponds to a. To hide or display column or row headers.