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. For a report, click the name of the report to run it. If a project is pointing to a large warehouse database, it is important to keep in mind that table structures can be updated without the warehouse catalog loaded. Follow the instruction below to prohibit users from exporting a specific document: 1. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. 1. To specify the export options in a document. This icon becomes visible when you point to the name of the report or document. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. In MicroStrategy Web, open the document in Design Mode. Right-click the text field to be formatted, and select Format. 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. Grouping records together helps users who read the document to understand the data better. 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. 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. 213 SDK for Customizing Analytical Applications 2022. Exporting a document. Table Of Contents MicroStrategy Report Services: Document Essentials 8 ©2011 MicroStrategy, Inc. MicroStrategy Desktop 8. 0 (for specific system requirements, refer to the Readme. Click in the desired section of the Layout area. The PDF that results from this selection is called a page of the original document. A Grid/Graph can be directly associated with one dataset report. Result caches: Report and document results that have already been calculated and processed, that are stored on the Intelligence Server machine so they can be retrieved more quickly than re-executing the request against the data warehouse. In MicroStrategy Web 9. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. Exercises: Documents and MicroStrategy OLAP Services. 3. MicroStrategy’s October release is now available! We are more than a month into Fall, Pumpkin rush is going down, and Halloween has returned allowing us to enjoy trick-or-treating — and here at…. Modifying the look of icons, reports, and folders. To do this, click Grid > Automatic Column Widths, as shown below: Drag the column handles and adjust to the desired width. Steps to format borders. txt file). 9. Click the Export. 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. 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. In MicroStrategy Web, open the document in Design or Editable Mode. Step. The Browse for Folder dialog box opens. 10, 10. Scorecards, dashboards, and reports can be explored and delivered on desktop, the Web, mobile devices, and the Cloud. There are multiple ways to intervene the database to generate a better SQL execution plan. Depending on the document, the icons listed at the top may vary. A MicroStrategy connection file (. Selector: The following options are available for selectors. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. MicroStrategy Optimization: VLDB Settings. Click the menu icon on the right, point to Export, then select the export file format. x. (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. 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 Document Editor has multiple toolbars you can use to access different document features. To export a report while viewing it, click the name of a grid report to display it. 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. To access documentation resources on Windows. x - 10. Formatting text fields. 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. 3. The aim of this KB is to have a look at the Live connected intelligent cubes performance considerations as it’s necessary to understand how many steps are involved in the process, of course each step consumes time, hence the more steps the more time will take a dossier to. These MicroStrategy Web features are discussed briefly in the topics listed below. 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. 2. Add the. The following procedure should be followed to change the grid spacing in MicroStrategy Web 10. A prompt is a question the system presents to a user when a report is executed. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. 1. 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. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. x. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. The document opens in PDF View, in Acrobat Reader. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. The Grouping panel opens above the Layout area. 4. KB442449: Dossier Performance: Connect Live performance considerations. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. Select Image from the Insert menu, or click the Image icon in the toolbar. Follow the steps above to create a threshold for a metric on a report. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. For details, see the MicroStrategy Tech Notes TN11275 and. The Export Reports preferences page allows you to specify exporting preferences. Select the section to print or display on a new page. On the My Subscriptions page, under the Email section, click Add email subscription. 3 : From the Format menu, select Properties and Formatting. World23 — It’s true, MicroStrategy World is back IN PERSON. 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,. Then to provide the prompt answer in the metric alias, use the following syntax. Switch to the Document Editor to add formatting and fine-tune the document. x. Opens the report in PDF format. 2. How the user answers the question determines what data is displayed on the report when it is returned from your data source. From the Data menu of the Document Editor, select Edit View Filter. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. 013 Developer (DVL) 2 2022. A prompt allows a user to provide an answer to restrict or filter data during report execution. Right-click the document name or icon, and select Edit. 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. TTF format) and install the file. The New Grid dialog box opens. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. 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. Chance the cover page to an image of your choosing. Trim the sections for which no data was available. 5. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. Document Editor:. Designing and Creating Documents begins with a brief review of basic concepts, such as executing and printing documents, that are covered in the MicroStrategy Web help. 1. x - 10. Related versions: 10. The editable mode is a fantastic resource for fine-tuning the layout of a document. Report Services Documents in 10. 0. About prompts. Stay tuned for our next set of releases, especially MicroStrategy 2021 Update 4 scheduled for the end of the year. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. The user will now be. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. Also, see the documentation for your particular Web application server for additional tuning information. On the Freeform Sources tab, select Create Freeform SQL report. Build faster,more secure, more resilient applications and develop them quicker than ever. In the Grouping panel, right-click the grouping field on which to enable page-by. 2, user can apply a formatting theme to an entire Report Service document or to a specific object, such as a selector or text field, on a Report Service document. " Why is this happening? The Export Engine has a setting that limits the maximum server . In MicroStrategy Web 10. For steps, see Starting MicroStrategy Desktop. 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 dataset appears in bold text. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. Interactive dashboards in MicroStrategy. See To copy a document between projects for a detailed procedure. In MicroStrategy Web, open the document in Design Mode. The same report accessed in web. To "float" the Grid/Graph on top of the background, apply a. The documents must be worked on simultaneously, so. Click on Browsing Options and `Display hidden objects. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Now that that’s settled, let’s jump into some best practices for. The Properties dialog box opens. The Submit button becomes available once text is inputed. To update the cover pages for Report Services Documents: Go to Workstation. In MicroStrategy Web, open the document in Design or Editable Mode. In MicroStrategy Web, right-click on a dossier and select Properties. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Click the MicroStrategy icon at the upper left of any page and select My Subscriptions. A selector can change panels, the focus of a grid or graph report, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. A common requirement is to have a link in the second Report Services Document to return to the first report. In MicroStrategy Web 2019, reducing the size of your browser while viewing a dossier in presentation mode causes the information to be truncated. The Format Objects dialog box opens. In the document layout area, right-click the text field that you want to format. Details: With the Data Import functionality, MicroStrategy imports data from Snowflake into our fast in. You can format a graph report by adjusting colors, and applying a variety of graphical effects, including gradients, transparency, patterns, pictures, textures, and bevel effects. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. III. In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. x. The PostgreSQL ODBC Driver has the best cube publish performance as it has the highest throughput. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. The owner usually defines the permissions for how the object can be used and by whom. The third line does not use any HTML tags. Use the Inspector tool to select an element: 3. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. First, you open a blank document and select a report to use as the document's dataset. For a document, edit the document in Design Mode or Editable Mode. In MicroStrategy 10. •Command Manager - Performs various administrative and application development tasks by using text commands that can be save as script. x - 10. On the upper right of any page, click your user name, and then select Preferences from the drop. For reports and documents, the owner is also listed on the Details page. Click the link for the desired manual or other documentation source. For information on connecting to databases, see Connect to Databases. ; 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. Click the numbered buttons above the report to expand or collapse data for the page. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. In MicroStrategy Web, open the document in Design or Editable Mode. From the left, click Export. From a project in MicroStrategy Developer, navigate to the folder containing the document. Click in the desired section of the Layout area. Select Add Subscription for the type of subscription you want. Open the document to print. In MicroStrategy Web, open the document in Design or Editable Mode. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Open MicroStrategy Workstation or MicroStrategy Web. To enable totals or subtotals for a metric. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. Open a document in the Document Editor. If you have MicroStrategy Enterprise Manager, you can fine-tune the design of your app based on user statistics. To Subscribe to a Report or Document. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. 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. 421 Advanced Mobile Applications. To create a selector that updates a dynamic text field on a panel stack. When user selects nothing, both text box will be hidden so nothing displayed. 3. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. Click Click here to start a new qualification to begin to create a new view filter. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. . Collect statistics on the tables 5. The best practices are grouped into the following sections: •. After that, when users select some elements, the 1st text box will display selected elements and covered the 2nd one. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. The MicroStrategy Intelligence Server backs up all cache files to disk and must use file descriptors to access them. 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. Selecting a display theme for an object The Light and Dark themes quickly change the. 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. Each layout will start on a new page. About prompts. To add a page break to a document. ; From the Schedule drop-down, select a schedule or. The Format Objects dialog box opens. ) MicroStrategy applications are then defined entirely in terms of the views, rather than the physical tables themselves. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. The dataset appears in bold text. Perform one of the following: •. We're. Right-click the text field to be formatted, and select Format. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. . Documents can. Use Index on all Key columns ( for conditions from WHERE clause,. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. jpg. You can modify project-wide graph settings in the User Preferences page. If the Export to Excel icon is unavailable, you must select Excel as an export format. From the Format menu, select Apply Document Theme. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. Gather information about your data source. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. 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. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. Search for users or add users by clicking on the add icon. ACTION: Create a new Document in MicroStrategy Web 9. Enable quick switch between graph view and grid view. Select the theme and click OK. Import the document into the replacement project. Right-click the selector, then select Properties and Formatting. You can add documents to your Library using MicroStrategy Workstation or 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. MicroStrategy Desktop 8. x. This section discusses how to analyze your users' requirements, and the ways you can configure and tune your system to meet. Custom groups enable users to view specific elements based on a metric or specification. Check the Certified option and click Ok. You will also discover how to leverage the MicroStrategy platform and its features to. The default engine version of MicroStrategy 2021 is AE13. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Click on a dossier. When you use the cube directly in the Dossier, the definition is applied to the cube directly and the MicroStrategy AE saves time since it doesn’t have to search and fetch an extra report definition. Expand the document section where you want the image by clicking the plus sign next to the section name. The Properties dialog box opens. 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. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. If you arrived here from Workstation, click here for help. Network configuration best practices. 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. The Export to Excel dialog box opens. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. You can also apply a set of color and shading schemes to all the objects on a graph report. For reports and documents, the owner is also listed on the Details page. •. 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. Inserting images in a document. For more information and full documentation regarding the release, visit the What’s New section of. If the document is open in Presentation Mode, click the menu icon on. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. (Optional) Use the Up and Down buttons. 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. The PDF that results from this selection is called a page of the original document. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Highly formatted MicroStrategy reporting. To define how the selector is applied to all targets, do one of the following: To apply the selections as a filter, select the Apply selections as a filter. Click Field to open a drop-down menu of the attributes and metrics on the Grid. The Grid section in the Properties and Formatting dialog box lets you choose how to format grid reports in your documents, or change how users drill on a grid or graph. When selecting a font to format a grid report or document in Developer, the. You can also create links in documents. The key features of MicroStrategy platform are –. exe" -n "MicroStrategy Tutorial" -u Administrator -p 007007 -f C: estartserver. pkg. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. To Subscribe to a Report or Document. Snowflake Specific Tuning Snowflake provides a query profile page which you can use to investigate your queries. 5. Enable document caching to generate the document only. Interact with the data in real time (with targeting, filtering, and more). Make the necessary changes to the document and then save and close the document. 2 by default. The document opens in PDF View, in Acrobat Reader. Method 2: Document with a Grid without the Grid Title Bar. CAUSE: One of the possible causes is because "Use Dynamic HTML?" is set to NO. The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. To change the grouping and sorting dataset. 0. Users must have the "Add Notes" privilege to add new notes, but they do not need write access control on the document. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. 1. These objects include attributes, custom groups, consolidations, and metrics. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. As we know, the two key factors which decide the success of BI application software implementation are. in MSTR, go to project config, increase the project memory settings. 013 Developer (DVL) 2 2022. Click the check mark symbol on the right of the drop-down. There are two ways to insert an image through MicroStrategy Web interface directly: 1. Add metric "Yesterday" to the document section as dynamic text. For more information, click Help in MicroStrategy Web. To create a static label, type text: a. Ex. In MicroStrategy 10. A report can link to a document instead of another report, as shown in the example above. Select Image from the Insert menu, or click the Image icon in the toolbar. Navigate to "Properties" and swtitch to the "Grid" tab. You can also use dynamic images in. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staf f of the Securities and Exchange Commission, upon request, full. At this stage, all metrics are available in both S1 and S2, but the order is different. 2. Use this tab to select either automatic or fixed column widths. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. 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. From the Language drop-down list, specify the language in which to display MicroStrategy Web pages. The recommended VLDB optimizations for Oracle 11g are listed below. * MicroStrategy does have support for dynamic sourcing with MDX sources. This document briefly summarizes commonIn MicroStrategy Narrowcast Server 9. Create a grid report in MicroStrategy Web 9. 3. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. 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. Right-click the selector to update, and select . . rst, is saved in the selected folder. If this setting was not switched on purpose, a possible cause for it to be set to 'No' is that the Accessibility mode option to 'Enable screen reader compatibility' is on. A control can be any of the following: •. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single, unified Web interface. Autostyles can be either saved based on an existing document or they can. In MicroStrategy Web, open the document in Design Mode. 3. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. From a project in MicroStrategy Developer, navigate to the folder containing the document. Right-click the section and select Properties and Formatting. Open the Report Services Document in design view. Point to Conditional Formatting, then select Advanced. Open up the same document in MicroStrategy Web 10.