MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. Alternatively, you can add documents from a. Open MicroStrategy Workstation or MicroStrategy Web. Therefore, prompts allow report designers to create reports that let users change the report content at run. To edit a document in Design Mode, from a folder, right-click the document and select Edit. The My Subscriptions page opens and displays a list of your subscriptions. You can now see Dossiers and Documents in Dark Mode. Enter a name for the custom group in the Enter Custom Group Name Here field. To create a selector that updates a view filter. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. Flip. The Export to Excel dialog box opens. 9. Generate Oracle AWR report or monitor the database to identify the low performance query. For details, see the MicroStrategy Tech Notes TN11275 and. x - 10. 3. Below are some keyboard shortcuts to fine-tune the layers' positions. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. The second document, Ex. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. From the Data menu, select Configure Bulk Export. For each form listed, select or clear the corresponding checkbox in the Show on Grid column. 5. If users want to be able to create their own filters, thresholds, or change the graph style used to display data. To Enable Outline Mode on a Report. Getting started with documents. Right-click the text field to be formatted, and select Format. MicroStrategy Optimization: VLDB Settings. The Conditional Formatting dialog box opens. A text field to type new notes. You can modify options such as paper size, borders, section display, and horizontal overflow. To email a report or document on a schedule. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. In the Run Modes area, select the format (s) in which the document can be exported: •. Gather information about your user audience. ; You can create multiple cache, History List, Intelligent Cube, or Mobile subscriptions at one time for a user or user group using the Subscription Wizard. 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. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. Open a document in the Document Editor. Do one of the following: For a report, click the name of the report to run it. 2. TTF format) and install the file. 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. First, you open a blank document and select a report to use as the document's dataset. The following procedure should be followed to change the grid spacing in MicroStrategy Web 10. The documents must be worked on simultaneously, so. Go to Insert > Office Add-ins. It’s the collision of two worlds: technology and magic. •Integrity. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. 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. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. After the layout is removed, the dataset that the layout used remains in the Dataset Objects pane for the multi-layout document. This section discusses how to analyze your users' requirements, and the ways you can configure and tune your system to meet. However, dynamic tooltips added to grids and graphs are displayed as static text after executing the document in Web. Click the MicroStrategy icon, and select Create Document. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. Now that that’s settled, let’s jump into some best practices for dossier authoring. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. In the General area, specify whether you want to export all layouts or only the current layout by selecting one of the following:To Sort or Pivot Data in a Document. Exporting a document. The Export to Excel option will now appear. The Export Reports preferences page allows you to specify exporting preferences. Visit the data visualization and data dashboard galleries for inspiration. There are two ways to insert an image through MicroStrategy Web interface directly: 1. Learn how to create, edit, and share reports, dashboards, and documents using Excel, PowerPoint, Word, and Outlook. 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. Additionaly, pictures can be inserted borders drawn in the document. The Notes pane displays the notes or comments added to the document and allows users to add their own notes. For steps, see the Basic Reporting Guide. Report Services documents are an excellent. Controls are shown in the document's Layout area as you design the document. Follow the steps above to create a threshold for a metric on a report. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. From the Home menu, select Page Setup. Select the theme and click OK. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. Caching documents. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. To export a report while viewing it: Click the name of a report to display it. e report filter is applied in the where clause of the Sql. The New Grid dialog box opens. Click the Enterprise Reporting Documents folder. Use this tab to select either automatic or fixed column widths. Select the Dropdown Icon () on the right-hand side of the title bar. From the list of document templates, click Blank Document. A control can be any of the following: •. For a document, edit the document in Design Mode or Editable Mode. This bypasses the Intelligence Server, which manages and processes Report Services documents. 5. From the Insert menu, select Text. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. (A dataset is a set of data that can be displayed on a document; it can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. Select the Outline checkbox and click OK. From the Home menu, select Export. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. 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. Right-click the text field to be formatted, and select Format. Selecting the display theme for a document . A prompt is a question the system presents to a user when a report is executed. To edit a document in Design Mode, from a folder, right-click the document and select Edit. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. Type the pop-up text in the Tooltip field. 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. Report Services Documents in 10. 013 Developer (DVL) 2 2022. The new template should be viewable when prompted to choose. Navigate to & expand System Pickers, then select fontPicker. Analyze the low performance query using DBA knowledge, add. Excel with plain text: Export the report to Microsoft Excel as plain text. Step. The articles and documentation referenced in this article can help provide users with the tools needed to setup and configure Enterprise Manager and to address issues encountered during the statistics logging and. In MicroStrategy Web, open the document in Design Mode. Open a report. This document briefly summarizes commonIn MicroStrategy Narrowcast Server 9. VLDB settings 4. To create a selector that updates a dynamic text field on a panel stack. Document Editor. If the designers do not have access to the image, they cannot see the image while creating the document. To unsubscribe a report or document, select the checkbox in the Unsubscribe column and then click Unsubscribe. To print a MicroStrategy Web report: 1. 0 (for specific system requirements, refer to the Readme. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. On the left, select Page. The schedule wizard will be displayed as shown below. The document opens in Design View in the Document Editor. Tuning Suggestions on Db2 database. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. Table Of Contents MicroStrategy Report Services: Document Essentials 8 ©2011 MicroStrategy, Inc. Excel: This allows the user to export the document to Microsoft Excel in . MicroStrategy Office is a comprehensive guide that covers how to use the MicroStrategy platform with Microsoft Office applications. 2. In MicroStrategy Web, on the reports page, under the name of the report/document that you want to create a subscription for, click the Subscriptions icon . If the document is open in Presentation Mode, click the menu icon on. In Developer: In a report or document, from the File menu, select Schedule delivery to, then select History List, Update cache, or Mobile. A grid is an essential element of data analysis. This can give you insight into tuning advanced report-related project settings. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. Select Add Subscription for the type of subscription you want. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Inserting images in a document. Self-service support. To manage your subscriptions in MicroStrategy Web. On the My Subscriptions page, under the Email section, click Add email subscription. The document opens in PDF View, in Acrobat Reader. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. To specify the group-by element in a document, you use the gkey parameter in the URL. x. The goal is to get the below Grid result in a Report Services Document:It is very common to have two Report Services Documents linked to each other using a URL API call. 215 Embedding Analytics with MicroStrategy REST API 2022. For tuning details, see the appropriate section in the Installation and Configuration Guide. You can modify project-wide graph settings in the User Preferences page. Create a grid report in MicroStrategy Web 9. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. The user will now be. Yes, it's true. 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. Using the command manager script file created in Step1, create a batch file that can be used to restart the MicroStrategy Intelligence Server. Click the menu icon on the right, point to Export, then select the export file format. The Properties and Formatting dialog box opens. On the Freeform Sources tab, select Create Freeform SQL report. In MicroStrategy Developer, double-click the document name or icon. Selecting a display theme for an object The Light and Dark themes quickly change the. This icon becomes visible when you point to the name of the report or document. A Grid/Graph can be directly associated with one dataset report. In the Source area, select a database instance for the database to access using Freeform SQL. x. From the Data menu of the Document Editor, select Edit View Filter. Drill on an item in a graph. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. 213 SDK for Customizing Analytical Applications 2022. A Grid/Graph acts as a standard MicroStrategy report. 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 MicroStrategy Intelligence Server backs up all cache files to disk and must use file descriptors to access them. During our 10+ years of work with MicroStrategy we often encountered overlapping cube and cache questions and what are the best practices in order to manage them. Click the General tab. You can also use dynamic images in. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. The owner usually defines the permissions for how the object can be used and by whom. Change the data of the report and re-execute it. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. 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. Some document caches can be created without dataset caches, such as documents created against visual insight and so on. Note: By clicking the "Don't show this message next time" option, the "Automatic Column Widths" option must be turned off manually. ( How?) Double-click the Grid/Graph to enable edit mode. Switch to the Document Editor to add formatting and fine-tune the document. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Dedicate a machine for the metadata repository. You can select more than one dataset report to include on the document. Perform one of the following: •. In MicroStrategy Web, open the document in Design or Editable Mode. For instructions, see Selecting available export formats. Click in the desired section of the Layout area. '. 4. When you delete a layout, it is removed from the document. `. When subtotals are enabled on a Microstrategy Desktop report, attributes in a page-by are defaulted to display "Total" as the last option in the drop-down box. To Create a Subscription in MicroStrategy Web. 4 : Do one of the following to create a new layout: •INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. If you have a Distribution Services license, you can subscribe multiple users to an individual report or document through MicroStrategy Web (see To Create a Subscription in MicroStrategy Web). Note that the benefit of tuning this aspect of the system may not result in significant decreases in file descriptors, and may result in other performance penalties, as cache files are only accessed when the cache is actively being loaded,. A report can link to a document instead of another report, as shown in the example above. In MicroStrategy Web 2019, create a dossier and add a visualization. Select the theme and click OK. wherer as report filter is applied in the calculation itself i. On the upper right of any page, click your user name, and then select Preferences from the drop. A cache is the stored results of a document query that has already been executed. Note: You can also set-up Cover Pages by using APIs. Stay tuned for more information. •Command Manager - Performs various administrative and application development tasks by using text commands that can be save as script. When user selects nothing, both text box will be hidden so nothing displayed. P81, was entitled "MicroStrategy Narrowcast Server System Sizing Information" and was marked "MicroStrategy Inc. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. 9 and 10. In MicroStrategy Developer, choose File > New > Report. 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. 1. To "float" the Grid/Graph on top of the background, apply a. Controls are the objects that display the data, images, and shapes in a document. For details to set preferences for Report Services documents, see Report Services Preferences. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. The order of the document's grouping is determined by the order of grouping fields from left to right in the Grouping panel. From the Data menu, choose Prompt Ordering. Do one of the following: For a report, click the name of the report to run it. This document provides best practices on maintaining the MicroStrategy metadata health by controlling the size of the Change Journaling Tables and cleaning up. Dedicate a machine for the metadata repository. 4. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. Excel: This allows the user to export the document to Microsoft Excel in . The dataset report of a document contains the MicroStrategy objects that can be. 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. Drag and drop them into the Grouping panel. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. 1. In a document, you can display a report by adding a Grid/Graph to the document. Select the prompt to modify and click the up or down arrows to change its order. Follow the steps below to make the changes in MicroStrategy Web 9. 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. 10. Interactive dashboards in MicroStrategy. All the forms for the selected attribute will be displayed. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. Some examples of how you can customize and integrate MicroStrategy Web functionality include: Adding a company logo to the MicroStrategy Web interface. Right-click the document name or icon, and select Edit. Right-mouse click on fontPicker and select New Shortcut. From the Home menu, point to Export. In MicroStrategy Web, you can interact with a dashboard in the following ways: View the data as a grid, graph, or widget View filter can be applied after the metric calculations are done for a report. Once the Grid/Graph has been added to the document, you can: Add additional objects to the Grid/Graph. x The first step in analyzing the performance of Intelligent Cube Publication is to look at the post-execution SQL view of the initially published Intelligent Cube and understanding the breakdown. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. MicroStrategy SDK 2022. For more information, click Help in MicroStrategy Web. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. However the setting only takes effect for. You can add a Map visualization to your dossier, to display your data as map markers on an interactive map. 1. Visit the data visualization and data dashboard galleries for inspiration. 4. When viewing Report Services Documents in MicroStrategy Web 9. This checkbox is cleared by default. MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. 2. 3. This feature. In MicroStrategy Web, open the document in Design or Editable Mode. For a document, edit the document in Design Mode or Editable Mode. The document has one layout and no grouping. Follow below steps. Using Subscription Monitor in MicroStrategy Developer. Selecting a display theme for an object The Light and Dark themes quickly change the overall look and feel of the selected object. 155 Derived Metrics, View Filters, and Derived Elements. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. Click OK. Set the selectors S1 and S2 to target the three grids at the same time. Select Load chapters on demand or Load pages on demand from the Execution Mode drop-down. Collect statistics on the tables 5. Unsubscribe from a report or. Check the Certified option and click Ok. To change the grouping and sorting dataset. x reports display the 'Metrics' column on the report grids by default. 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. To configure export settings in MicroStrategy Web. Add metric "Yesterday" to the document section as dynamic text. Point to Conditional Formatting, then select Advanced. mstrc. In MicroStrategy Web, open the document in Design Mode. Drilling on a Grid/Graph object in a document is similar to drilling on a report. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. This article explains how to create a . The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. Last updated: Dec 12, 2022. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. 411 Project. In MicroStrategy Web, open the document in Design or Editable Mode. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. The third line does not use any HTML tags. This setting removes the sections that do not have any metric data. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. From the Tools menu, select ExportDocument Template. You can modify export options in the User Preferences page. To print all of the pages in. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. From the Data menu of the Document Editor, select Edit View Filter. x. For information on connecting to databases, see Connect to Databases. Select Grouping Properties. In MicroStrategy 11. x and 10. These documents can be executed in PDF, seen in MicroStrategy Web and exported to Excel. MicroStrategy Administration •With system Manager – Combine multiple processes for MSTR environment into single work flow that can be deployed at a scheduled time or on Demand. Click the menu icon on the right, and select Print. MicroStrategy Web 8. To select multiple objects, press and hold CTRL while clicking the objects. The recommended VLDB optimizations for Oracle 11g are listed below. The default engine version of MicroStrategy 2021 is AE13. In the Layout area, right-click in the section above or below where you want to add the new section, and then select either Insert Section Above or Insert Section Below. 5+: Preview Dark Mode. MicroStrategy Mobile on an Android Phone. 2. A dataset is a MicroStrategy report that is used on a document. For example, each member of a team of document designers creates complex documents for his own department, such as human resources or finance. For steps, see Starting MicroStrategy Desktop. A Control Document, also called an Execution Control Document, is a plaintext document containing information formatted to a specific syntax which allows various message properties to be set or overwritten. For a document, edit the document in Design Mode or Editable Mode. In MicroStrategy Web, open the document in Design or Editable Mode. Select Add Subscription for the type of subscription you want. 2 : Do one of the following, depending on which type of control that you want to use in the document: • To link a Grid/Graph to the Transaction Services report, right-click the Grid/Graph, then select Configure Transaction. Example: my_computersharedmyimage. Select Image from the Insert menu, or click the Image icon in the toolbar. 3. 0+, you have the ability to see how long it takes each visualization to execute, what query is being sent to the DataWarehouse, or what request is being done to an In-Memory intelligent cube. 3. The dialog box for Options for PDFs opens. For detailed steps, see the Document Creation Help. Administrators can export the project settings in this tab to a . Note: Users cannot schedule reports with prompts unless the report has default answers. We empower you with the skills to get the most out of your analytics investment. When you specify an image by supplying the source. In the Document Properties -> Document section, uncheck all available. Tell a story with your data using the dossier chapter/page format. The document has one layout, is grouped, and the page-by selections are set to all. Documents can appear in almost as many ways as you can imagine and are generally formatted to suit your business needs, in a single display of presentation quality. In the Source area, select a database instance for the database to access using Freeform SQL. In MicroStrategy Developer, open the folder that contains the attribute to modify. 4. MicroStrategy SDK 2022. 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. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. Alternatively, when the Schedule Manager folder is selected, users may go to the File menu in MicroStrategy Desktop and Select New and then Schedule. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. Additionally the only objects available to add to the panel stack are buttons : Buttons can be shifted from their actual. MicroStrategy SDK 2022. As we know, the two key factors which decide the success of BI application software implementation are. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. The second line is displayed in a blue Courier font by the HTML tags. The Insert Layout dialog box opens. txt file). Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. You use the authorization token returned in step 1 as the value for X-MSTR-AuthToken and provide the project ID. Below tuning suggestion is based on IBM Document on Performance Tuning. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. When you move the cursor to the Layout area, the pointer becomes crosshairs. 4. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. For instructions, see Selecting available export formats. Enable quick switch between graph view and grid view. You can add documents to your Library using MicroStrategy Workstation or Web. 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. If the document is open in Presentation Mode, click the menu icon on the right, and select Edit. From the Home menu, select Page Setup. 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. The ED’s allegations say that the Bengaluru-headquartered startup has violated rules under the Foreign Exchange Management Act (FEMA), to the tune of. See To copy a document between projects for a detailed procedure. Partial or Relative Path.