It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Click the Export to Excel icon in the toolbar. The Properties dialog box opens. 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. 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. Getting started with documents. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. A URL which defines the object's location in MicroStrategy Web. Excel: This allows the user to export the document to Microsoft Excel in . These MicroStrategy Web features are discussed briefly in the topics listed. x. Enable document caching to generate the document only. 8. Caching documents. To create multiple. For documents, links are functional in Interactive Mode and Editable Mode in MicroStrategy Web. x. To select multiple objects, press and hold CTRL while clicking the objects. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. From the list of document templates, click Blank Document. jpg. 2. Chance the cover page to an image of your choosing. 3. MicroStrategy users can directly query your PostgreSQL database using our data import component. This checkbox is cleared by default. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. The Browse for Folder dialog box opens. The Excel File will contain only the selected Grid Object data from the Document. The Properties and Formatting dialog box opens. Click the menu icon on the right, point to Export, then select the export file format. The following figure displays the SQL. These factors cannot be accurately predicted, so there may be room for improvement with respect to the default. Expand and collapse individual levels by clicking the or icons within each row on the report. To export a report while viewing it: Click the name of a report to display it. Type a. Action. The text field for new notes opens. Set the selectors S1 and S2 to target the three grids at the same time. You can search, view, and edit all project-level settings. The Conditional Formatting dialog box opens. The Properties and Formatting dialog box opens. 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. Some document caches can be created without dataset caches, such as documents created against visual insight and so on. Network configuration best practices. 3. To sort the data in descending order, click Sort. 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. View Documents. Select or multi-select users as recipients of the dossier. 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 . 0: Schedule administrative tasks to be performed on all nodes of the cluster. The document has one layout and no grouping. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. For reports and documents, the owner is also listed on the Details page. Click the MicroStrategy icon at the upper left of any page and select My Subscriptions. The Select Dataset dialog box opens, allowing you to select an existing dataset or import data. To remove a dataset from the document, click the name of the dataset that you want. Synapse Analytics leverages a scale out architecture to distribute computational processing of data across multiple nodes. Click the Enterprise Reporting Documents folder. 0 and add a derived attribute, right clicking an attribute and selecting Insert new attribute. Administrators can export the project settings in this tab to a . 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. The user will now be. To Subscribe to a Report or Document. The Grouping panel opens above the Layout area. x, this can be done at the document level. Report Services documents are an excellent. Ex. 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. Click the name of a grid report to execute it. 3. When you specify an image by supplying the source. This document provides best practices on maintaining the MicroStrategy metadata health by controlling the size of the Change Journaling Tables and cleaning up. 3. Expand MicroStrategy Web Configuration inside the Application Settings view. To do this, click in a blank area in the section. Select Add Subscription for the type of subscription you want. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. If the designers do not have access to the image, they cannot see the image while creating the document. 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. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. To Create a Subscription in MicroStrategy Web. The third line does not use any HTML tags. 4. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. 2. Functions —These are powerful tools used in expressions to define MicroStrategy objects and initiate complex user-defined calculations. The Properties and Formatting dialog box opens. Video Tutorials. Also, see the documentation for your particular Web application server for additional tuning information. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. Mac. Information is. To email a report or document on a schedule. Include bookmarks in the PDF. See To copy a document between projects for a detailed procedure. 4. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. Follow below steps to apply the. Use Index on all Key columns ( for conditions from WHERE clause,. Open a document in the Document Editor. 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. source field. 013 Developer (DVL) 2 2022. •. In the Office Add-ins dialog, click Upload My Add-in. Example: my_computersharedmyimage. 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. Click the location in the layout area to add the selector to. ACTION:The ‘Export to Excel’ option is disabled by default in converted documents. 4. The following clarifies these two possible meanings and their respective contexts:. Change the data of the report and re-execute it. x using multiple events event. Impact: Capability. To change the grouping and sorting dataset. KB442449: Dossier Performance: Connect Live performance considerations. x, it is possible to use dynamic content from a grid report inside a Control Document. ). Right-click on a dossier. The documents must be worked on simultaneously, so. . To add a page break to a document. pkg. 5. 1. In the Source area, select a database instance for the database to access using Freeform SQL. Documents can. The intent of this document is to give an overview of different technical aspects to consider when integrating MicroStrategy with Snowflake. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. 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. To specify the export options in a document. This article explains how to create a . ( you can set 5 Lk for 8. Connecting in two-tier mode invokes a direct connection from MicroStrategy Desktop to the metadata. 5. From the Tools menu, select ExportDocument Template. Advanced Metrics, explains level metrics, conditional metrics, transformation. You can select more than one dataset report to include on the document. Click in the desired section of the Layout area. Click the menu icon on the right, and select Print. Click the Export to PDF icon in the toolbar. 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. To do this, select either the bar containing the section's name, or click inside the section in a blank area (not on a control). To enhance PDF viewing performance, open Acrobat Reader before opening the document. 4. Supported data structure and distribution on Gateway. Click Field to open a drop-down menu of the attributes and metrics on the Grid. 1. Double-click the attribute to edit. From the Home menu, select Export, and then select the required output format. For more details, see Data Engine changes in MicroStrategy 2021 release. Prior to MicroStrategy 9. 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. In MicroStrategy Web, open the document in Design or Editable Mode. 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. xls format. For instructions, see Selecting available export formats. The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. It also. Click. Method 2: Document with a Grid without the Grid Title Bar. From the Insert menu, point to Selector, then choose the type of selector to add to the document. Click the check mark symbol on the right of the drop-down. When you return to the Document Editor, the dataset is added and displayed in the Dataset Objects panel. 1. Dynamic Custom Group in Dashboards or Dossiers. Import the document into the replacement project. To export a document template. 3. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Generate Oracle AWR report or monitor the database to identify the low performance query. To update the cover pages for Report Services Documents: Go to Workstation. From the Tools menu, select Document Properties. In MicroStrategy Web, open the document in Design or Editable Mode. 0. 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. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. For detailed information on tuning your MicroStrategy environment, see the Tuning your System for Best Performance chapter in the System Administration Help. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. In MicroStrategy Web, log in to the Tutorial project. 4. You can also apply custom themes to an object. The data from the datasets is used to populate the report. Click the document name or icon. Right-click any blank area of the document section to hide in Web, then select Properties and Formatting. 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. The schedule wizard will be displayed as shown below. You can add one or more datasets to the document. 2. Formatting options include font, alignment, borders (including 3D borders and drop shadows. Formatting Colors, Shading, and Effects in MicroStrategy Developer. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. Custom groups enable users to view specific elements based on a metric or specification. 411 Project. Gather information about your MicroStrategy project. This Knowledge Base articles provides some best practices for trying to improve large cube performance in MicroStrategy. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. After that, when users select some elements, the 1st text box will display selected elements and covered the 2nd one. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. In the Run Modes area, select the format (s) in which the document can be exported: •. The Notes pane displays the notes or comments added to the document and allows users to add their own notes. 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. 1. In MicroStrategy Web 2019, create a dossier and add a visualization. To unsubscribe a report or document, select the checkbox in the Unsubscribe column and then click Unsubscribe. This setting removes the sections that do not have any metric data. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. 413 Advanced Documents: Interactivity and Joining Datasets 2022. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. Click Click here to start a new qualification to begin to create a new view filter. 1. 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 ). 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…. By default, only the DESC form is in display form: If users wish to sort by a non-displayed form, such as DATE, in the Report Service document, the following steps can be taken:MicroStrategy Web Based Training (WBT), MicroStrategy World, Office Intelligence, Best in Business Intelligence, Pixel Perfect , Global Delivery Center, MicroStrategy Identity Platform, MicroStr ategy Loyalty Platform, Direct Connect, Ente rprise Grade Security For Every Business, Build Your Own BusinessThese suggestions will help you design an effective, attractive, and practical document. In MicroStrategy Web, open the document in Design Mode. 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. (Optional) Use the Up and Down buttons. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. This document provides the steps to accomplish the same. For steps to create custom themes, see Creating custom display themes. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. Table Of Contents MicroStrategy Report Services: Document Essentials 8 ©2011 MicroStrategy, Inc. 2. In this Example we will use the MicroStrategy Tutorial Project using a Time Dimension Attribute going across along with the metrics where any other non-Time dimension attribute going vertically, without repeating Attribute values. 2. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in performance from. Export the document from the original project. Inside 'Panel1', add a grid by clicking Insert 'Grid. Execute the report again and notice the changes to the. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. Apologies, but something went wrong on our end. For tuning details, see the appropriate section in the Installation and Configuration Guide. 0 with the same name. Visit the data visualization and data dashboard galleries for inspiration. The PDF that results from this selection is called a page of the original document. 1. 19. Go to Insert > Office Add-ins. x. 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. CTRL + click to select the desired reports from the MicroStrategy Developer window. 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. Select the theme and click OK. 3. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. txt file). Data (attributes, consolidations, custom groups, and metrics) from the document's datasets. 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. Starting in MicroStrategy 2021 Update 8, Applications Architects can define any dossier as a template. Select the Dropdown Icon () on the right-hand side of the title bar. 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). x - 10. Autostyles based on one document can be applied to another document in order to change its formatting or appearance. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. Toolbar Options. Windows. E. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. '. A grid is an essential element of data analysis. Use Aggregate tables 2. P83. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. This article highlights the performance optimization in MicroStrategy 2020 that reduces the initial loading time of. Creating widgets. 1 and 10. Opens the report in PDF format. 1. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. By default, the document opens in Presentation Mode. To print the current layout only, select Current layout. Snowflake Specific Tuning Snowflake provides a query profile page which you can use to investigate your queries. 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. Scenario 2:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. ) Obtain the Gotham Medium font file (in . Use this tab to select either automatic or fixed column widths. CAUSE: One of the possible causes is because "Use Dynamic HTML?" is set to NO. To dynamically alias a metric, follow the following steps: Right-click on the header and select "Rename/Edit" as shown below. First, you open a blank document and select a report to use as the document's dataset. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. Open the document in the Document Editor. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. You use the authorization token returned in step 1 as the value for X-MSTR-AuthToken and provide the project ID. Includes scorecards. 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. "View Notes" privilege to see any notes that have been added to the document. On the Freeform Sources tab, select Create Freeform SQL report. For information on connecting to databases, see Connect to Databases. The owner usually defines the permissions for how the object can be used and by whom. Search for users or add users by clicking on the add icon. Save the image in the images folder where the. Choose Reports/Documents to be scheduled (Answer the prompts, if any) and click Next. From the left, click Export. 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. Place Intelligence Server close to the both the data warehouse and the metadata repository. When you move the cursor to the Layout area, the pointer becomes crosshairs. Right-click on the dossier once again. 413 Advanced Documents: Interactivity and Joining Datasets 2022. , Cube Filter: Year between 2006 and 2010; Report Filter: Year in (2007, 2008) Report filter should at least filter on all attributes and attribute forms. However the setting only takes effect for. However, when characters such as '%' percent, ':'. 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. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. This will open the “Who has access” section: In the text field, users can type any group or user name. Refresh the page, check Medium ’s site status, or find something interesting to read. From the Tools menu, select Report Options. (MicroStrategy AE) spends more time searching and fetching the report definition and then applies that definition to the intelligent cube. You can insert an image such as a logo into a document. •. Save the report in MicroStrategy Web 10. In MicroStrategy Web, open the document in Design or Editable Mode. Notice surprising patterns with visualizations. Properties and Formatting Dialog Box: Grid. You can also create links in documents. 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 example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. 2. Functions —These are powerful tools used in expressions to define MicroStrategy objects and initiate complex user-defined calculations. Related versions: 10. Auto alerts. 10. 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. this is the memory MSTR uses for worker set. Follow below steps. To "float" the Grid/Graph on top of the background, apply a. 0. The Document Editor has multiple toolbars you can use to access different document features. A prompt is a question the system presents to a user when a report is executed. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. To format numbers in text fields. To print all of the pages in. To do this, both Mapbox and ESRI options allow you to author with two or more layers of data on the base map. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Published: Mar 23, 2018. For details, see the MicroStrategy Tech Notes TN11275 and. 1. The dataset appears in bold text. xls format. In MicroStrategy Developer, open the folder that contains the attribute to modify. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. From the upper left of any page, click the MicroStrategy icon , then select History List. MicroStrategy SDK 2022. If you hold down the CTRL key while resizing, snap to grid is temporarily turned off.