MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. MicroStrategy recommends the following best practices for network design: Place the web server machines close to the intelligence server machines. There are several important factors to consider before tuning your system’s heap size settings. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Modifying the look of icons, reports, and folders. 3. You can specify another database instance in this field. It also. scpMicroStrategy Web's open and customizable architecture allows you to change the look, feel, and even the functionality of MicroStrategy Web. This will open the “Who has access” section: In the text field, users can type any group or user name. •. Enter a description for the custom group in the Enter Custom Group Description Here field. If users want to be able to create their own filters, thresholds, or change the graph style used to display data. For steps to create custom themes, see Creating custom display themes. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. To add a tooltip to a control. 2. Insert an HTML container and insert the script below. Open the document in the Document Editor. The My Subscriptions page opens and displays a list of your subscriptions. MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. 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. Trim the sections for which no data was available. Click OK. • Research efficient aggregation, partitioning, and indexing strategies. Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data warehouse. 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 manage your subscriptions in MicroStrategy Web. Go to a new blank line. In this case, change both to 116px (with 8px default left/right/top/bottom margins. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an object This kbase article is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy 9. To format numbers in text fields. Create a grid report in MicroStrategy Web 9. The following figure displays the SQL. Administrators can export the project settings in this tab to a . This document provides best practices on maintaining the MicroStrategy metadata health by controlling the size of the Change Journaling Tables and cleaning up. Action. P83. 1. 2 : Select the horizontal section to resize. x reports display the 'Metrics' column on the report grids by default. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. The steps below show you how to create a custom group in MicroStrategy Web. 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. The Select Dataset dialog box opens, allowing you to select an existing dataset or import data. Create and save the prompt. 19. Gather information about your MicroStrategy project. The key features of MicroStrategy platform are –. In MicroStrategy 11. 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. 3. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. Double-click the attribute to edit. The ODBC connection uses 3. Scenario 2:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. ACTION: 1) Right mouse click on the transaction grid, choose Thresholds->Advanced. Click the Options icon . Select Add Subscription for the type of subscription you want. . This setting needs to be at least the size of the largest cache file, or the. Create a metric selector S2. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Opens the report in PDF format. The test is for a single cube (4M rows) republish executed on the MicroStrategy 2021 Update 2 release with platform as 32 CPU, 244 GB memory Amazon Linux machine. Select Image from the Insert menu, or click the Image icon in the toolbar. Make the necessary changes to the document and then save and close the document. In MicroStrategy Web, open the document in Design Mode. In MicroStrategy 10. Right-click the section and select Properties and Formatting. xls format. Right-click the text field to be formatted, and select Format. A line appears in the Layout area to divide the sections. In the "Format: Template" window click on the "Color and Lines" tab. Another method to format all controls of the same type in a single way, or to format all documents in a single way, is to use an Autostyle, which is a saved set of formatting that can be applied to all controls of a given type or to a set of documents so that they all have the same look and feel. 215 Embedding Analytics with MicroStrategy REST API 2022. 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. However, when characters such as '%' percent, ':'. NET): Program FilesCommon FilesMicroStrategy directory. You can select more than one dataset report to include on the document. To sort the data in descending order, click Sort. Intelligent Cubes can function in a similar fashion to result caches: they allow you to store data from. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. With a . In the Source area, select a database instance for the database to access using Freeform SQL. 3 . Using Subscription Monitor in MicroStrategy Developer. Add content to an existing document. The add-in introduces the ability to import and refresh reports and. Ad hoc query. Check the "Quick switch" check box, as shown below: In Web. Right-mouse click on fontPicker and select New Shortcut. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). The data loading process gathers and prepares data for analysis and reporting in the Enterprise Manager project. Keynotes, product sessions, and sneaks into the next disruptive technology. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. Enter a name for the custom group in the Enter Custom Group Name Here field. 3. g. 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. Select the Subscription Properties (seen. 5. Excel: This allows the user to export the document to Microsoft Excel in . The Properties dialog box opens. 8. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data. 1. In MicroStrategy Web, open the document in Design or Editable Mode. For each form listed, select or clear the corresponding checkbox in the Show on Grid column. The second line is displayed in a blue Courier font by the HTML tags. Click Submit to add the new note. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. In MicroStrategy Developer, choose File > New > Report. In the folder list, right click on the report > Share > Show HTML. Click the Enterprise Reporting Documents folder. 2. To enable totals or subtotals for a metric. The second document, Ex. This feature. To size a control. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. Data quality. 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. Now that that’s settled, let’s jump into some best practices for dossier authoring. The Telemetry Store application itself is limited to 2 GB of memory, however, its components use a varied amount depending on configuration, tuning, and usage. P82, was marked "FOR INTERNAL USE ONLY. MicroStrategy Web (. Drill to other destination objects. Selecting the display theme for a document . Include bookmarks in the PDF. source field. Right-click the control and select Properties and Formatting. Your data could be around retail transactions, airline flight patterns, web traffic, highway traffic… the number of possible Analyst use cases is only exceeded by the sheer volume of data available to you. Click the name of a grid report to execute it. To dynamically alias a metric, follow the following steps: Right-click on the header and select "Rename/Edit" as shown below. The user can see that there is plenty of white space to the right, but the grid or graph does not extend past. Click in the desired section of the Layout area. MicroStrategy Library is an interactive application of the MicroStrategy Business Intelligence platform that lets business users harness the analytical power of MicroStrategy in a simple, clean and modern user interface. Notice surprising patterns with visualizations. A dataset is a MicroStrategy report that is used on a document. From a project in MicroStrategy Web, navigate to the folder containing the document. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. To do this, click in a blank area in the section. The document opens in PDF View, in Acrobat Reader. Users can directly import a table, build a custom query, or execute stored procedures and scripts. The documents must be worked on simultaneously, so. You can modify options such as paper size, borders, section display, and horizontal overflow. MicroStrategy analytical modules are packaged analytic components built using the MicroStrategy platform. The third line does not use any HTML tags. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. Right-click the selector, then select Properties and Formatting. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. This article explains how to resolve IIS executionTimeout errors that occur when executing MicroStrategy Web documents with large amounts of data selected in a filter. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. In MicroStrategy Web, open the document in Design Mode. You can search, view, and edit all project-level settings. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. Follow these steps to format the DHTML Heat Map widget to have custom colors ranges in a Report Service Document in MicroStrategy Web 10. The document displays in its default display mode. In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. From the Data menu of the Document Editor, select Edit View Filter. The following workflow describes the process of creating a document for viewing on a mobile device. wherever you want on the canvas and use the layers. There are multiple ways to intervene the database to generate a better SQL execution plan. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. The data from the datasets is used to populate the report. If the Export to Excel icon is unavailable, you must select Excel as an export format. For detailed information on tuning your MicroStrategy environment, see the Tuning your System for Best Performance chapter in the System Administration Help. e report filter is applied in the where clause of the Sql. These documents can be executed in PDF, seen in MicroStrategy Web and exported to Excel. Refresh the page, check Medium ’s site status, or find something interesting to read. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. Visit the data visualization and data dashboard galleries for inspiration. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. Includes scorecards. On the upper right of any page, click your user name, and then select Preferences from the drop. 3. 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. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. ACTION:The ‘Export to Excel’ option is disabled by default in converted documents. The Grid options are displayed only if a grid or graph is selected. 2. To email a report or document on a schedule. The New Grid dialog box opens. The following clarifies these two possible meanings and their respective contexts:. To select the auto text code from a list, from the Insert menu, select Auto Text, then select the auto text code to insert. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. Description. This checkbox is cleared by default. Click within the Dataset Objects area to add datasets for the document. To remove a dataset from the document, click the name of the dataset that you want. For instructions, see Selecting available export formats. 2. `. Check the Certified option and click Ok. Dedicate a machine for the metadata repository. MicroStrategy use TLS v1. 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. jpg. Users should click the "Next" button to continue. X . Formatting text fields. The document opens in Design View in the Document Editor. Creating widgets. P81, was entitled "MicroStrategy Narrowcast Server System Sizing Information" and was marked "MicroStrategy Inc. Collect statistics on the tables 5. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. Dedicate a machine for the metadata repository. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Visit the data visualization and data dashboard galleries for inspiration. To print a document. Add the prompt to a report. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. From the Format menu, select Apply Document Theme. 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. Selecting a display theme for an object The Light and Dark themes quickly change the. Open Microsoft Office on the web. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. At this stage, all metrics are available in both S1 and S2, but the order is different. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. If the document is not grouped, no bookmarks are generated. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. When you specify an image by supplying the source. 5+: Preview Dark Mode. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. In the Threshold Editor, select the threshold to copy, and click Copy in the toolbar. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. x. 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. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. For tuning details, see the appropriate section in the Installation and Configuration Guide. This article explains how to create a . Open a document in the Document Editor. Click on "Properties and. Exporting a document. The folder where the product you want to use to accesses the image. Here is what the report looks like in Developer : When exported to Excel the results are as follows:Go to Tools -> Report Options (Document Options in the case of a document/dashboard) Navigate to the Delivery tab, where the following 3 options exist: Select “Only allow specific users to subscribe to this report”. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. x - 10. You can add documents to your Library using MicroStrategy Workstation or Web. ; From the Schedule drop-down, select a schedule or. Document Editor:. If the designers do not have access to the image, they cannot see the image while creating the document. Use the Inspector tool to select an element: 3. 1. The default engine version of MicroStrategy 2021 is AE13. 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. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. Click the MicroStrategy icon, and select Create Document. The user will now be. 11, 10. Click the General tab. 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. For steps, see the Basic Reporting Guide. Click on Dossiers in the left panel of Workstation. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. The Properties and Formatting dialog box opens. Right-click on the dossier once again. 2. MicroStrategy Desktop 8. 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. The text field for new notes opens. To specify the group-by element in a document, you use the gkey parameter in the URL. Click any report you wish to execute. Selector: The following options are available for selectors. Select the theme and click OK. Below tuning suggestion is based on IBM Document on Performance Tuning. x. Copy the URL link for the report that appears inside the source tag, like shown below. 6. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. 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. 2. 4. •Integrity. Right-click the text field to be formatted, and select Format. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. This additional layer of abstraction provides flexibility for the MicroStrategy Architect, who can tune the MicroStrategy model by making changes to the views rather than physical changes to the underlying tables. 9. In the document layout area, right-click the text field that you want to format. You will learn how to use various report components, filters, metrics, and prompts to design effective and interactive reports. KB440273. The Insert Layout dialog box opens. On the Freeform Sources tab, select Create Freeform SQL report. 1. 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. 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. 013 Developer (DVL) 2 2022. x. For information on connecting to databases, see Connect to Databases. 2. ( How?) Double-click the Grid/Graph to enable edit mode. These values are set by default when the "Oracle 11g" database object is used (set at Configuration Managers > Database Instances > Database Instance > Database connection Type ). The schedule wizard will be displayed as shown below. 9 and 10. 0. Enter the offset of the drop shadow, in points, in. ( How?) Select the control and do one of the following: Size the control on the Layout area: Select the control, and drag any of its red sizing handles to its new size. Click the link for the desired manual or other documentation source. Follow the steps below to make the changes in MicroStrategy Web 9. Users can wrangle, model, and enrich your data from PostgreSQL, as well as blend with other data sources. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Advanced Metrics, explains level metrics, conditional metrics, transformation. 4. The following is an example of the syntax necessary for file delivery, the name of the file can be specified with static text and/or Information Objects:A control document is a file specified per publication that alters MicroStrategy Narrowcast Server 9. Report and document URLs can be included in Report Services documents to link to specific reports and documents. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. Step. 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. In the Grouping panel, right-click the grouping field on which to enable page-by. The PDF that results from this selection is called a page of the original document. Some examples of how you can customize and integrate MicroStrategy Web functionality include: Adding a company logo to the MicroStrategy Web interface. •. 1. Supported data structure and distribution on Gateway. ). x reports display the 'Metrics' column on the report grids by default. General hardware recommendations. To export a document template. Right-click an underlined object on the grid, point to Drill, then select the destination object. 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. 2 by default. To do this, both Mapbox and ESRI options allow you to author with two or more layers of data on the base map. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. To Export a Report or Document from the History List. provide Report Services (RS) dashboards with interactivity, allowing each user to change how he sees the data. KB426596: In MicroStrategy Web 10. The Properties and Formatting dialog box opens. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Add the. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in performance from. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. If the document contains multiple layouts, click the tab of the layout to change. For more information, click Help in MicroStrategy Web. 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. During the data load process, Enterprise Manager gathers metadata from projects, transfers metadata and statistics information from staging tables into the Enterprise Manager repository, and converts raw data into a form that can be. To print a MicroStrategy Web report: 1. Point to Conditional Formatting, then select Advanced. Click the link for the desired manual or other documentation source. A common requirement is to have a link in the second Report Services Document to return to the first report. To find out if you are hitting any of the scenarios listed below, take advantage of MicroStrategy Integrity Manager and the Upgrade Analysis Dossier. For a document, edit the document in Design Mode or Editable Mode. To Create the Item Order Form Document. Click the numbered buttons above the report to expand or collapse data for the page. Navigate to & expand System Pickers, then select fontPicker. In the Source area, select a database instance for the database to access using Freeform SQL. To see sample documents in MicroStrategy Web: 1. 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. 4. Open the document to print. Fixed column width mode allows you to manually create the column widths and the row heights by dragging handles that appear at the top of columns and the side of rows. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. In the original project, create the document to be used as a portable document. VLDB settings 4. From the Tools menu, select Document Properties. rst, is saved in the selected folder.