•. Download the PDF manual and get started with MicroStrategy Office today. To add a section to a document. When 'Save Options' appear, choose the first option, as shown below: Right click on P1 and select 'Search for Dependants. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. 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. 1 and select the new template Navigation Bar for iPad as shown below: Notice that this document only allows Design and Editable mode in the toolbar, like shown below. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. You use the authorization token returned in step 1 as the value for X-MSTR-AuthToken and provide the project ID. 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. The user will now be. Dedicate a machine for the metadata repository. Prior to MicroStrategy 9. To export the report to Microsoft Excel as plain text, select Excel with plain text. Choose Recipients of the subscription and click Next. 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. xls format. For information on connecting to databases, see Connect to Databases. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:As an Analyst, you are passionate about using data to help drive informed business decisions within your organization. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Type the pop-up text in the Tooltip field. e report filter is applied in the where clause of the Sql. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. Click Switch to Function Editor. From the Format menu, select Apply Document Theme. The Properties dialog box opens. Enterprise Manager is a set of pre-built documents that display data on how people are using your app, such as what device they're using, which documents they view the most, and app performance. Report Services documents utilize MicroStrategy objects to run complex and sophisticated reports. The document, named document_name. 9 and 10. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. From the Home menu, select Export, and then select the required output format. Build faster,more secure, more resilient applications and develop them quicker than ever. The data from the report is used to populate the Grid/Graph. Click in the desired section of the Layout area. Right-click on a dossier. Place intelligence server close to the both the data warehouse and the metadata repository. Select Add Subscription for the type of subscription you want. The third line does not use any HTML tags. x. Report Services Documents in 10. In the Run Modes area, select the format (s) in which the document can be exported: •. Tell a story with your data using the dossier chapter/page format. also go to intelligence server configuration and make sure the worker set XML is at optimum level. If the Export to Excel icon is unavailable, you must select Excel as an export format. (Optional) Use the Up and Down buttons. 0, it is possible to add dynamic tooltips to text boxes in Report Services documents to display a summary of data in all three DHTML modes (Editable, Interactive or View). Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. 3. Drill on an item in a graph. Create a Report Services Document in MicroStrategy Tutorial 2. We empower you with the skills to get the most out of your analytics investment. You can also create links in documents. 19. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. x - 10. The text field for new notes closes, and all the existing notes become active. Generate Oracle AWR report or monitor the database to identify the low performance query. 2. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Add a text field using one of the following methods depending on your goal for the text field: •. If the designers do not have access to the image, they cannot see the image while creating the document. From the Tools menu, select Document Properties. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. To create a selector that updates a dynamic text field on a panel stack. From the Data menu, select Configure Bulk Export. You can add one or more datasets to the document. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. Note: You can also set-up Cover Pages by using APIs. 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. xls format. Toolbar Options. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. col2…) While the default values should result in the. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. In MicroStrategy Web 2019, reducing the size of your browser while viewing a dossier in presentation mode causes the information to be truncated. From the Metadata drop-down list, specify the language in which to display the. Follow the steps below to split a dataset displayed as a grid in a Report Services Document:Create a Report Services document using R1 as the dataset, drag the grid into the detail header, and execute the document in PDF view. To hide entire sections of a MicroStrategy Report Services document complete the following steps: Select the section you want to hide on the MicroStrategy Report Services document. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). Adding Text and Data to Documents discusses. The ED’s allegations say that the Bengaluru-headquartered startup has violated rules under the Foreign Exchange Management Act (FEMA), to the tune of. Click the check mark symbol on the right of the drop-down. Build faster,more secure, more resilient applications and develop them quicker than ever. x. Right click on the dynamic text and then click on "Format". Formatting options include font, alignment, borders (including 3D borders and drop shadows. MicroStrategy analytical modules are packaged analytic components built using the MicroStrategy platform. 2. 0: Schedule administrative tasks to be performed on all nodes of the cluster. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). 11, 10. Read the parameter as per:Creating multi-layout documents. x, this can be done at the document level. Report and document URLs can be included in Report Services documents to link to specific reports and documents. All articles. To size a control. x. •. 3. SQL view also includes various execution statistics for a report, such as the number of rows, number of columns, the time it took to execute, and so on. In this case, change both to 116px (with 8px default left/right/top/bottom margins. To specify the export options in a document. Documents can. Formatting text fields. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. The menus, options, and icons available to you depend on your security privileges. Click the numbered buttons above the report to expand or collapse data for the page. The example above was created in the MicroStrategy Tutorial project using the Inventory and Unit Sales - TVs report as a dataset. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. Select 'Export to Excel' to generate a new Excel document. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. 8. Steps to format borders. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. To Subscribe to a Report or Document. View the orange Certified ribbon on the dossier. Includes scorecards. Expand and collapse individual levels by clicking the or icons within each row on the report. Select Image from the Insert menu, or click the Image icon in the toolbar. Copy the URL link for the report that appears inside the source tag, like shown below. exe" -n "MicroStrategy Tutorial" -u Administrator -p 007007 -f C: estartserver. Stay tuned for our next set of releases, especially MicroStrategy 2021 Update 4 scheduled for the end of the year. By default, the document opens in Presentation Mode. This is shown in the following MicroStrategy Developer image in which two Month controls, in different document sections, are aligned. Click Submit to add the new note. A prompt allows a user to provide an answer to restrict or filter data during report execution. Business users move seamlessly between all five styles of BI and even combine multiple styles. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. 215 Embedding Analytics with MicroStrategy REST API 2022. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. As shown below: Put 1st text box above 2nd text box, and apply background color to 1st text box so that is covers the 2nd one. pkg. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. To remove a dataset from the document, click the name of the dataset that you want. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. Click in the desired section of the Layout area. The Format Objects dialog box opens. The user can see that there is plenty of white space to the right, but the grid or graph does not extend past. Run the document and press F12 to open the Developer Tools console. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Place the "Top 10 Customers vs All" (as is done with an attribute), the "Percent to Total Customers Revenue", and "Revenue" on the report and the result will as shown in the screen shot below: Users can create a report. Editable mode allows the designer to work in a "What You See Is What You Get" environment, so that every applied change is immediately visible on the screen, with no need to switch. Use this tab to select either automatic or fixed column widths. Follow the steps above to create a threshold for a metric on a report. When you delete a layout, it is removed from the document. 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. In MicroStrategy Web, open the document in Design or Editable Mode. Select Image from the Insert menu, or click the Image icon in the toolbar. Choose the option Get Info. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Forecast Sales. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. 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. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. Dashboards in MicroStrategy Web. To print the current layout only, select Current layout. The same report accessed in web. 3. The Export Reports preferences page allows you to specify exporting preferences. Custom groups enable users to view specific elements based on a metric or specification. Click the name of a grid report to execute it. The ability to view or edit certain settings is determined by a user's. X . 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. This article will not discuss the hardware. You can use MicroStrategy Web to create a Grid/Graph that contains. The editable mode is a fantastic resource for fine-tuning the layout of a document. For steps to create custom themes, see Creating custom display themes. To export a report while viewing it, click the name of a grid report to display it. Getting started with documents. Chance the cover page to an image of your choosing. A common requirement is to have a link in the second Report Services Document to return to the first report. To do this, click in a blank area in the section. Double-click the attribute to edit. Also, see the documentation for your particular Web application server for additional tuning information. 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. A dataset is a MicroStrategy report that is used on a document. 4. Place Intelligence Server close to the both the data warehouse and the metadata repository. For steps, see Starting MicroStrategy Desktop. 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 MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. 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). 2. Drilling is available for Report Services Documents starting in MicroStrategy 9. Use this area to communicate with other users. The recommended VLDB optimizations for Oracle 11g are listed below. 3. MicroStrategy Document Creation Help. 3. When you move the cursor to the Layout area, the pointer becomes crosshairs. Modifying the look of icons, reports, and folders. Edit All Project-Level Settings. In the "Format: Template" window click on the "Color and Lines" tab. 4. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Click the hyperlink on the document and it opens the target report/document/VI dashboard and notice that the Selector B values are not getting passed on to the prompt in the target report/document/VI dashboard, instead the target report/document/VI dashboard displays the data for all the elements of the attribute used in selector B . mstrc. 9. Right-click the selector to update, and select . Document Editor. The Configure Transactions Editor opens. From the Home menu, select Export. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. However, dynamic tooltips added to grids and graphs are displayed as static text after executing the document in Web. World23 — It’s true, MicroStrategy World is back IN PERSON. Keynotes, product sessions, and sneaks into the next disruptive technology. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. ACTION: Create a new Document in MicroStrategy Web 9. Select the Copilot icon in the left margin of your. 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. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. In the PDF Options dialog box determine the report scaling and orientation, and press Export. 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. Notice surprising patterns with visualizations. view Report Services Documents in the MicroStrategy Mobile client, and create Mobile document subscriptions in MicroStrategy Web: MOBILEVIEWDOCUMENT:. Go to Properties and Formatting > Layout, change the width and height so the container is larger than the HTML body, including margin. Save the document as D1. Steps to Reproduce. In MicroStrategy Web, open the document in Design or Editable Mode. Users that have the "Edit Notes" privilege can edit notes as described below: Click Edit. Excel: This allows the user to export the document to Microsoft Excel in . A Grid/Graph acts as a standard MicroStrategy report. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. scpMicroStrategy Web's open and customizable architecture allows you to change the look, feel, and even the functionality of MicroStrategy Web. For steps, see the Basic Reporting Guide. Expand the document section where you want the image by clicking the plus sign next to the section name. SYMPTOM: TN 34887 provides steps for how to change highlight color for a grid elements when used as selectors in MicroStrategy Web and Mobile. x using multiple events event. To edit a document in Design Mode, from a folder, right-click the document and select Edit. This article highlights the performance optimization in MicroStrategy 2020 that reduces the initial loading time of. A cache is the stored results of a document query that has already been executed. E. You will also discover how to leverage the MicroStrategy platform and its features to. To email a report or document on a schedule. In the Run Modes area, select the format (s) in which the document can be exported: •. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. Video Tutorials. 2. 1. Follow the instruction below to prohibit users from exporting a specific document: 1. Add content to an existing document. Exporting creates a package file with the extension . 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. The Format Objects dialog box opens. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. Ad hoc query. 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. 2. This setting needs to be at least the size of the largest cache file, or the. First, you open a blank document and select a report to use as the document's dataset. A URL which defines the object's location in MicroStrategy Web. The Export to PDF dialog box opens. 4. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. This guide builds on a basic understanding of information provided in the Basic Reporting Guide. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). 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. • Research efficient aggregation, partitioning, and indexing strategies. Advanced Metrics, explains level metrics, conditional metrics, transformation. 3. For more information, click Help in MicroStrategy Web. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. * MicroStrategy does have support for dynamic sourcing with MDX sources. The Prompt Ordering dialog box opens. 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. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. 4. There are two ways to insert an image through MicroStrategy Web interface directly: 1. Properties and Formatting Dialog Box: Grid. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. 4. To add a page break to a document. Switch to the Document Editor to add formatting and fine-tune the document. Perform one of the following: •. 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,. To sort data, hover over a row or column, click the pop-up menu icon , and select one of the following: To sort the data in ascending order, click Sort ascending. First, you open a blank document and select a report to use as the document's dataset. To unsubscribe a report or document, select the checkbox in the Unsubscribe column and then click Unsubscribe. Dynamic Custom Group in Dashboards or Dossiers. On the upper right of any page, click your user name, and then select Preferences from the drop. To export a report while viewing it: Click the name of a report to display it. The Grouping panel opens above the Layout area. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. 1. The Browse for Folder dialog box opens. x. General Preferences. Exporting a document. 213 SDK for Customizing Analytical Applications 2022. Right-click any blank area of the document section to hide in Web, then select Properties and Formatting. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. xls format. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. x. Follow below steps to apply the. Click the name of the document to run it. For reports and documents, the owner is also listed on the Details page. To delete a layout from a multi-layout document INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. Partial or Relative Path. For details to set preferences for Report Services documents, see Report Services Preferences. In MicroStrategy Web, open the document in Design or Editable Mode. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. We decided to gather them in one placing using our experience and MicroStrategy materials. MicroStrategy Office is a comprehensive guide that covers how to use the MicroStrategy platform with Microsoft Office applications. Stay tuned for more information. . Make the necessary changes to the document and then save and close the document. 215 Embedding Analytics with MicroStrategy REST API 2022. The Document Editor has multiple toolbars you can use to access different document features. 3 . 3. When you execute the document, the. The Properties dialog box opens. Select the Outline checkbox and click OK. Right-click the text field to be formatted, and select Format. Add the. Open a document in the Document Editor. To print a MicroStrategy Web report: 1. ACTION: The DHTML Heat Map widget can be configured as below: In a document, insert a grid with one attribute and 2 metrics. Report distribution is automatic. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. As shown in the screen shot below, in the Rename/Edit Objects Window, select the "Replace dynamic text" checkbox as shown below. In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. For detailed steps, see the Document Creation Help. Documents have a series of icons at the top of the page. The order of the document's grouping is determined by the order of grouping fields from left to right in the Grouping panel. x. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. 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 export a report while viewing it: Click the name of a report to display it. The key features of MicroStrategy platform are –. In the. TTF format) and install the file. 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 ). 4. Click the menu icon on the right, and select Send Now. 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. Alternatively, you can add documents from a. These factors cannot be accurately predicted, so there may be room for improvement with respect to the default. 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. Click on Dossiers in the left panel of Workstation. A cache will be created on MicroStrategy Intelligence Server for each individual dataset report(s) in the Report Services document. In the document layout area, right-click the text field that you want to format. . 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. On the Freeform Sources tab, select Create Freeform SQL report. When you move the cursor to the Layout area, the pointer becomes crosshairs. From the Home menu, select Page Setup. Unsubscribe from a report or. 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. 1. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. If the document is open in Presentation Mode, click the menu icon on the right, and select Edit. A broad selection of data visualizations (called widgets) and a wide variety of formatting options, including graph styles, shapes, document headers and footers, and watermarks, allows you to customize and fine-tune the appearance of your documents. The option to view or create Documents isn't visible in MicroStrategy Web 9. 1. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. In the original project, create the document to be used as a portable document. Click the location in the layout area to add the selector to. MicroStrategy SDK 2022. Execute the report again and notice the changes to the. 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. Select the section to print or display on a new page. P81, was entitled "MicroStrategy Narrowcast Server System Sizing Information" and was marked "MicroStrategy Inc. view filter are local to the report and report filter can be used for other reports as well. x - 10. For formatting ideas, see Formatting suggestions.