When 'Save Options' appear, choose the first option, as shown below: Right click on P1 and select 'Search for Dependants. Select the Show Tooltip (Web Only) check box. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. 1. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. Steps to format borders. For instructions, see Selecting available export formats. ( you can set 5 Lk for 8. 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. When user selects nothing, both text box will be hidden so nothing displayed. The second document, Ex. 215 Embedding Analytics with MicroStrategy REST API 2022. 1. x. Useful Design TechniquesTo hide the 'My Reports' link after the Administrator has enable this feature, users must follow the steps below: Log into MicroStrategy Web as a user with web administration privileges. This document provides best practices on maintaining the MicroStrategy metadata health by controlling the size of the Change Journaling Tables and cleaning up. Viewing the SQL provides a good way to troubleshoot and fine-tune the selection of data that is retrieved from your data source and displayed in reports. The Insert Function dialog box opens. A Grid/Graph can be directly associated with one dataset report. Selecting a display theme for an objectThis "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. Supported data structure and distribution on Gateway. Synapse Analytics leverages a scale out architecture to distribute computational processing of data across multiple nodes. Exercises: Documents and MicroStrategy OLAP Services. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Interactive dashboards in MicroStrategy. You can add a Map visualization to your dossier, to display your data as map markers on an interactive map. 3. Analyze the low performance query using DBA knowledge, add. From the Tools menu, select Report Options. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. Run the document and press F12 to open the Developer Tools console. 4. 4. We empower you with the skills to get the most out of your analytics investment. 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. 0 Tuning Guidelines" to Papp. scpMicroStrategy Web's open and customizable architecture allows you to change the look, feel, and even the functionality of MicroStrategy Web. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. The modules can be mapped to a different warehouse, used as starter kits to develop custom applications or used as a source of reporting ideas for designing effective grid reports, graph reports, documents, and dashboards. Expand the document section where you want the image by clicking the plus sign next to the section name. Controls are the objects that display the data, images, and shapes in a document. ACTION: Create a new Document in MicroStrategy Web 9. xls format. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. To "float" the Grid/Graph on top of the background, apply a. The ODBC connection uses 3. On the Freeform Sources tab, select Create Freeform SQL report. A prompt allows a user to provide an answer to restrict or filter data during report execution. The document opens in Design View in the Document Editor. The Export to PDF dialog box opens. Once the Grid/Graph has been added to the document, you can: Add additional objects to the Grid/Graph. You can modify export options in the User Preferences page. SYMPTOM: TN 34887 provides steps for how to change highlight color for a grid elements when used as selectors in MicroStrategy Web and Mobile. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. x. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. Save the document as D1. 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. The Properties and Formatting dialog box opens. Copy the URL link for the report that appears inside the source tag, like shown below. 2. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. txt file). Select Image from the Insert menu, or click the Image icon in the toolbar. Use the Inspector tool to select an element: 3. Example: my_computersharedmyimage. 2. Select or multi-select users as recipients of the dossier. So firstly, source field. 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. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. The sections below also. Action. 0. In MicroStrategy Web, if you do not own Distribution Services: In a report or document, from the Report Home or Document Home menu, select Add to History List or Add to Mobile. Some examples of how you can customize and integrate MicroStrategy Web functionality include: Adding a company logo to the MicroStrategy Web interface. Right-mouse click on fontPicker and select New Shortcut. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. Connectivity Connectivity is typically the biggest concern among customers. 0 with the same name. Enter a description for the custom group in the Enter Custom Group Description Here field. Open a document in the Document Editor. For reports and documents, the owner is also listed on the Details page. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. You can select more than one dataset report to include on the document. Perform one of the following: •. MicroStrategy Document Creation Help. "View Notes" privilege to see any notes that have been added to the document. Depending on the document, the icons listed at the top may vary. About prompts. 3. Use Aggregate tables 2. If the document contains multiple layouts, click the tab of the layout to change. 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. The object uses a black Tahoma font and the Forecolor option is the color of the font. The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. x. 0 and add a derived attribute, right clicking an attribute and selecting Insert new attribute. 1. 5. Of course, you can always export a report or document from a regular report/document folder, into several formats such as Microsoft Excel, HTML, and so on. MicroStrategy Intelligence Server When an end user makes a Document Execution Request through any client (a web browser via MicroStrategy Web, the MicroStrategy Desktop/Developer client, the MicroStrategy Mobile app, or the MicroStrategy Office client), the request is sent to the MicroStrategy Intelligence. e report filter is applied in the where clause of the Sql. When you select a large amount of data in a filter, the document produces the errors shown below in both the browser and console. 4. You will learn how to use various report components, filters, metrics, and prompts to design effective and interactive reports. Select to display the text box in the required date format s shown in the image below:When exporting a report from MicroStrategy Web to Excel, it is expected that the Excel filename will be the same filename as the report it was saved under. Enable quick switch between graph view and grid view. x. 3. Table Of Contents MicroStrategy Report Services: Document Essentials 8 ©2011 MicroStrategy, Inc. 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. 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. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. 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. •. The third line does not use any HTML tags. In MicroStrategy Developer, double-click the document name or icon. The My Subscriptions page opens and displays a list of your subscriptions. 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. " Why is this happening? The Export Engine has a setting that limits the maximum server . Type a. In the Run Modes area, select the format (s) in which the document can be exported: •. Add the two reports Report Item Orders and Revenue and. Right-click the text field to be formatted, and select Format. For more details, see Data Engine changes in MicroStrategy 2021 release. You can now see Dossiers and Documents in Dark Mode. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. Working with data is fun! Recently I found myself obsessed with MicroStrategy’s grid tool. The dataset appears in bold text. The document has one layout and no grouping. Follow these steps to format the DHTML Heat Map widget to have custom colors ranges in a Report Service Document in MicroStrategy Web 10. Open a report. Use Index on all Key columns ( for conditions from WHERE clause,. 155 Derived Metrics, View Filters, and Derived Elements. Mac. Change the data of the report and re-execute it. Download the zip. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. In the folder list, right click on the report > Share > Show HTML. Make the necessary changes to the document and then save and close the document. Right click on the dynamic text and then click on "Format". Stay tuned for more information. 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. These can be used to enhance a grid’s ability to convey richer meaning To access documentation resources on Windows. 3. This document demonstrates how to change the type of the date to a desired format such as 20080121 and use it as the filename. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. See Defining selectors. . The Format Objects dialog box opens. To export the report to Microsoft Excel as plain text, select Excel with plain text. Right-click the selector, then select Properties and Formatting. From the Tools menu, select ExportDocument Template. mstrc. • Research efficient aggregation, partitioning, and indexing strategies. When the document is executed again, the system can quickly access the cache to display the data, rather than putting a load on the system to re-run the request to the data source. To specify the export options in a document. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Mobile - To send the report or document execution to the mobile device. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. The first document was technical document entitled "Narrowcast Server 7. 1. To format numbers in text fields. Controls are shown in the document's Layout area as you design the document. For steps to create custom themes, see Creating custom display themes. pkg. 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. In MicroStrategy Web, open the document in Design or Editable Mode. `. The Grouping panel opens above the Layout area. Notice surprising patterns with visualizations. This setting removes the sections that do not have any metric data. Ex. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. 5. The Properties and Formatting dialog box opens. Right click the Regions column header and select Advanced Formatting. The intent of this document is to give an overview of different technical aspects to consider when integrating MicroStrategy with Snowflake. Autostyles based on one document can be applied to another document in order to change its formatting or appearance. Right-click the document name or icon, and select Edit. Also, see the documentation for your particular Web application server for additional tuning information. Select the theme and click OK. •. This article highlights the performance optimization in MicroStrategy 2020 that reduces the initial loading time of. MicroStrategy Web (. Save the report. To create multiple. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. wherer as report filter is applied in the calculation itself i. Open the Report Services Document in design view. 4 when having two separate search boxes searching on two different forms of the same att… Number of Views 527 Constructing URL API to run a Report Services Document (RSD) with a specific. TTF format) and install the file. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. From the Insert menu, point to Selector, then choose the type of selector to add to the document. Go to a new blank line. You must perform the following general steps to add a prompt to a document: 1. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. To Export a Report or Document from the History List. Modifying the look of icons, reports, and folders. Expand the Public Objects folder, then expand the Reports folder. We decided to gather them in one placing using our experience and MicroStrategy materials. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. Open a document in the Document Editor. For descriptions of the various options, see How to Email a Report or Document. To display it as both a grid and graph simultaneously, in the Property List: Appearance section, select Grid and Graph from the View mode drop-down list. Tell a story with your data using the dossier chapter/page format. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. In the Dataset Objects panel, right-click the dataset that you want to be the primary dataset and select Set as grouping and sorting dataset. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. Open the document to print. Visit the data visualization and data dashboard galleries for inspiration. 5+: Preview Dark Mode. We empower you with the skills to get the most out of your analytics investment. In MicroStrategy 10. Partial or Relative Path. If the document is open in Presentation Mode, click the menu icon on. The default engine version of MicroStrategy 2021 is AE13. Because your system resources, application performance, and user requirements and expectations are unique, it is not. The documents must be worked on simultaneously, so. 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. 4. 213 SDK for Customizing Analytical Applications 2022. Click Certify. . We're. In Design Mode, a document designer adds widgets to a document and defines them. To export a document template. It also helps configuring the data interaction between one object and the others. These MicroStrategy Web features are discussed briefly in the topics listed below. 4. To Create a Subscription in MicroStrategy Web. In the Grouping panel, right-click the grouping field on which to enable page-by. For instructions, see Selecting available export formats. 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. Click the numbered buttons above the report to expand or collapse data for the page. After that, when users select some elements, the 1st text box will display selected elements and covered the 2nd one. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. To see sample documents in MicroStrategy Web: 1. Follow below steps. To Subscribe to a Report or Document. Documents have a series of icons at the top of the page. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. This document provides the steps to accomplish the same. All the forms for the selected attribute will be displayed. (MicroStrategy AE) spends more time searching and fetching the report definition and then applies that definition to the intelligent cube. Place intelligence server close to the both the data warehouse and the metadata repository. The document opens in PDF View, in Acrobat Reader. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. exe" -n "MicroStrategy Tutorial" -u Administrator -p 007007 -f C: estartserver. This icon becomes visible when you point to the name of the report or document. From the Home menu, select Export, and then select the required output format. From a project in MicroStrategy Developer, navigate to the folder containing the document. P81, was entitled "MicroStrategy Narrowcast Server System Sizing Information" and was marked "MicroStrategy Inc. To select the auto text code from a list, from the Insert menu, select Auto Text, then select the auto text code to insert. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. With each product release improvements and enhancements made to the MicroStrategy Analytical Engine can cause minor changes in the data returned when executing dossiers and documents. Choose Excel and open a workbook. 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. ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. Advanced color threshold — The Advanced Threshold Editor displays a. 2. Click the Enterprise Reporting Documents folder. The content of the report is displayed. In this example, you execute a document called "Casino Analysis" (located in MicroStrategy Tutorial>Shared Reports>MicroStrategy Platform Capabilities>MicroStrategy Report Services>Visual Insight). Choose the option Get Info. The editable mode is a fantastic resource for fine-tuning the layout of a document. Network configuration best practices. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. Creating documents You can create a document in one of several ways, depending on your needs: • On your own from start to finish using Design Mode or Editable Mode,. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. Click on Dossiers in the left panel of Workstation. From the left, click Export. x transmission functionality. The document, named document_name. In MicroStrategy Developer, choose File > New > Report. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. This article will not discuss the hardware. Yes, it's true. 0. Trim the sections for which no data was available. Inside 'Panel1', add a grid by clicking Insert 'Grid. From the Insert menu, select Text. If the document is not grouped, no bookmarks are generated. You can also create links in documents. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. For general tuning of Snowflake, please take advantage of the Snowflake Tuning page. To get all of these features and security updates, you can download the latest release from the MicroStrategy Resource Center to on-prem deployments, or access MicroStrategy on AWS or Azure via the MicroStrategy Cloud Console. Right-click on the dossier once again. Expand and collapse individual levels by clicking the or icons within each row on the report. This is how the behavior is set and displayed from within MicroStrategy Developer 9. On the My Subscriptions page, under the Email section, click Add email subscription. A URL which defines the object's location in MicroStrategy Web. 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. Using Subscription Monitor in MicroStrategy Developer. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. Open MicroStrategy Developer 10. Click in the desired section of the Layout area. Click the Export to PDF icon in the toolbar. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. A dataset is a MicroStrategy report that is used on a document. Right-click the text field to be formatted, and select Format. Right-click an underlined object on the grid, point to Drill, then select the destination object. ; Type a name for the subscription in the Name field. The following figure displays the SQL. x. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. This can give you insight into tuning advanced report-related project settings. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. III. MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staf f of the Securities and Exchange Commission, upon request, full. x using multiple events event. col1, s1. Each layout will start on a new page. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. All articles. ACTION: 1) Right mouse click on the transaction grid, choose Thresholds->Advanced. x. 2. Flip through the panels in a panel stack. The add-in introduces the ability to import and refresh reports and. Report distribution is automatic. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. Dynamic Custom Group in Dashboards or Dossiers. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. 5. You can also use dynamic images in. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. Click the menu icon on the right, point to Export, then select the export file format. The data from the datasets is used to populate the report. Therefore, prompts allow report designers to create reports that let users change the report content at run. 1. 0. provide Report Services (RS) dashboards with interactivity, allowing each user to change how he sees the data. MicroStrategy SDK 2022. On the My Subscriptions page, under the Email section, click Add email subscription. Select Add Subscription for the type of subscription you want. 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. 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. In the Datasets pane, select the object or objects by which to group. For information on connecting to databases, see Connect to Databases. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. 3) When you log into the Enterprise Manager project, you can run reports that help you do the following: • Allocate system resources according to data warehouse usage. For steps, see the Basic Reporting Guide. x, this can be done at the document level. The recommended VLDB optimizations for Oracle 11g are listed below. Stay in the flow and let Copilot help you add more to your document. Double-click the attribute to edit. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. Select Export from Home menu, and then click PDF. You will also discover how to leverage the MicroStrategy platform and its features to. Choose Reports/Documents to be scheduled (Answer the prompts, if any) and click Next. In the. 3. In the list of categories on the left, click Subtotals. The following procedure should be followed to change the grid spacing in MicroStrategy Web 10. The dataset appears in bold text. Creating widgets. Search for users or add users by clicking on the add icon. ; From the Schedule drop-down, select a schedule or. The owner usually defines the permissions for how the object can be used and by whom. In MicroStrategy Web, open the document in Design or Editable Mode. Excel: This allows the user to export the document to Microsoft Excel in . For a list of auto text codes, see Displaying document and dataset information: Auto text codes. From the left, select General. 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. Document Editor. For background information on datasets, see Using datasets in documents. Users can directly import a table, build a custom query, or execute stored procedures and scripts. To print all of the pages in. There are several important factors to consider before tuning your.