19. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. Save the report in MicroStrategy Web 10. Users are unable to see the rest of the information because there is no scroll bar available. x, this can be done at the document level. source field. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. ACTION: Create a new Document in MicroStrategy Web 9. All articles. ACTION:The ‘Export to Excel’ option is disabled by default in converted documents. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. Select Grouping Properties. Use developer tools to view the HTML so that you can find the element ID for the group-by element. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. 411 Project. 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. For general tuning of Snowflake, please take advantage of the Snowflake Tuning page. After the layout is removed, the dataset that the layout used remains in the Dataset Objects pane for the multi-layout document. Add one of the controls listed above. 5. When you move the cursor to the Layout area, the pointer becomes crosshairs. 2. You will also discover how to leverage the MicroStrategy platform and its features to. x reports display the 'Metrics' column on the report grids by default. Click Field to open a drop-down menu of the attributes and metrics on the Grid. 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. To size a control. When you specify an image by supplying the source. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. The third line does not use any HTML tags. Right-click the section and select Properties and Formatting. To export a report while viewing it: Click the name of a report to display it. Click Click here to start a new qualification to begin to create a new view filter. x is a . x. You can modify export options in the User Preferences page. The Notes pane displays the notes or comments added to the document and allows users to add their own notes. pkg. These icons provide different ways for you to view, interact, and share your document. x ODBC calls by default. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. Click the Export to PDF icon in the toolbar. To specify the export options in a document. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. The datasets available to a document determine its content. On the left, select Page. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode 1. TTF format) and install the file. This is how the behavior is set and displayed from within MicroStrategy Developer 9. Selecting a display theme for an object The Light and Dark themes quickly change the. 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. A MicroStrategy connection file (. Tuning Suggestions on Db2 database. Notice surprising patterns with visualizations. When you select a large amount of data in a filter, the document produces the errors shown below in both the browser and console. txt file). When 'Save Options' appear, choose the first option, as shown below: Right click on P1 and select 'Search for Dependants. 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. Navigate to & expand System Pickers, then select fontPicker. Additional performance tuning best practices for OLAP Services are provided in the System Administration Help. As such, it is subject to any recommendations issued by Microsoft. Each layout will start on a new page. The default engine version of MicroStrategy 2021 is AE13. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. 2. You can select more than one dataset report to include on the document. In the Datasets pane, select the object or objects by which to group. 2. Analyze the low performance query using DBA knowledge, add. For information on connecting to databases, see Connect to Databases. 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. Select 'Export to Excel' to generate a new Excel document. 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. Right-click the text field to be formatted, and select Format. The Insert Layout dialog box opens. 8. P81, was entitled "MicroStrategy Narrowcast Server System Sizing Information" and was marked "MicroStrategy Inc. MicroStrategy use TLS v1. In the Layout area, right-click in the section above or below where you want to add the new section, and then select either Insert Section Above or Insert Section Below. It also. Open a document in the Document Editor. Dedicate a machine for the metadata repository. From the Insert menu, select Text. Connectivity Connectivity is typically the biggest concern among customers. Build faster,more secure, more resilient applications and develop them quicker than ever. 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. Open the Report Services Document in design view. From the Data menu, choose Prompt Ordering. Forecast Sales. 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. M icroStrategy Features. 2. Save the image in the images folder where the. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Open the document in Design Mode or Editable Mode. A text field to type new notes. The sections below also. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. 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. Visit the data visualization and data dashboard galleries for inspiration. Use developer tools to view the HTML so that you can find the element ID for the group-by element. From the Tools menu, select Document Properties. A Control Document, also called an Execution Control Document, is a plaintext document containing information formatted to a specific syntax which allows various message properties to be set or overwritten. 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. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. 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. Selecting a display theme for an object The Light and Dark themes quickly change the overall look and feel of the selected object. 0, one fifth of the training data was always reserved for validating the model built on the remaining four fifths of the data. The highlight on hover is enabled in Presentation mode by default to indicate the viewer’s mouse focus. Gather information about your MicroStrategy project. 5. We empower you with the skills to get the most out of your analytics investment. If the document contains multiple layouts, click the tab of the layout to change. x, Control Documents provide a way to personalize the name of files generated by services. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. Right-click the selector to update, and select . In the list of categories on the left, click Subtotals. The following workflow describes the process of creating a document for viewing on a mobile device. From the Home menu, point to Export. Click Field to open a drop-down menu of the attributes and metrics on the Grid. Select Add Subscription for the type of subscription you want. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Go to a new blank line. General Preferences. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. Point to Conditional Formatting, then select Advanced. To change the grouping and sorting dataset. By default, the document opens in Presentation Mode. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. Type a. Click on "Properties and. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. You must perform the following general steps to add a prompt to a document: 1. The following example, using the MicroStrategy Tutorial project, includes the attribute Month with three forms: ID, DESC and DATE. In the Property List Window, set the 'Hide if empty' value to 'True. . 3. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. 0 and 6. Place Intelligence Server close to the both the data warehouse and the metadata repository. "" -n "" -u -p -f. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. col1, s1. Choose Excel and open a workbook. Enable quick switch between graph view and grid view. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). Note: More elaborate programs will require additional library files and are out of the scope of this document. The Properties and Formatting dialog box opens. 0. The ED’s allegations say that the Bengaluru-headquartered startup has violated rules under the Foreign Exchange Management Act (FEMA), to the tune of. The Grid options are displayed only if a grid or graph is selected. Open up the same document in MicroStrategy Web 10. Always consider to collect database statistics as the query execution plan is generated based on that. xls format. MicroStrategy users can directly query your PostgreSQL database using our data import component. In the "Format: Template" window click on the "Color and Lines" tab. Document Editor. These factors cannot be accurately predicted, so there may be room for improvement with respect to the default. 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. To format numbers in text fields. 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. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. 2. The text field for new notes closes, and all the existing notes become active. There are several important factors to consider before tuning your. Import the document into the replacement project. The following procedure should be followed to change the grid spacing in MicroStrategy Web 10. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Click the name of the document to run it. In the document layout area, right-click the text field that you want to format. The order of the document's grouping is determined by the order of grouping fields from left to right in the Grouping panel. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. Installation on the Desktop. To sort the data in descending order, click Sort. 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. The editable mode is a fantastic resource for fine-tuning the layout of a document. 0: Schedule administrative tasks to be performed on all nodes of the cluster. 1. When you create a document, you can specify the data that appears, control. Apologies, but something went wrong on our end. 9. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. You can also apply a set of color and shading schemes to all the objects on a graph report. To turn on execution control documents, create a publication using the Publication Wizard or select 'Show advanced content sections' in the Service Wizard, as shown below:To add a dataset to the document, click the Add Dataset icon . 155 Derived Metrics, View Filters, and Derived Elements. For information on connecting to databases, see Connect to Databases. x using multiple events event. In MicroStrategy Web, open the document in Design or Editable Mode. The Export to Excel dialog box opens. It allows users to retrieve more information after the document has been executed. To Subscribe to a Report or Document. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in performance from. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. The ODBC connection uses 3. Expand the document section where you want the image by clicking the plus sign next to the section name. ; From the Schedule drop-down, select a schedule or. Unsubscribe from a report or. When you execute the document, the. The document displays in its default display mode. For descriptions of the various options, see How to Email a Report or Document. 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. For formatting ideas, see Formatting suggestions. Related Topics. Export the document from the original project. Dashboard-style Documents. 0 Tuning Guidelines" to Papp. Controls are shown in the document's Layout area as you design the document. Double-click the attribute to edit. For background information on datasets, see Using datasets in documents. Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier. For more details, see Data Engine changes in MicroStrategy 2021 release. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. To manage your subscriptions in MicroStrategy Web. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. The steps below show you how to create a custom group in MicroStrategy Web. x users have the ability to disable this option. 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. Click within the Dataset Objects area to add datasets for the document. Grouping records together helps users who read the document to understand the data better. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. From the Metadata drop-down list, specify the language in which to display the. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. 2. 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 Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. The same report accessed in web. Note: Users cannot schedule reports with prompts unless the report has default answers. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. 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. Working with data is fun! Recently I found myself obsessed with MicroStrategy’s grid tool. At this stage, all metrics are available in both S1 and S2, but the order is different. e report filter is applied in the where clause of the Sql. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. Enter a name for the custom group in the Enter Custom Group Name Here field. Follow these steps to format the DHTML Heat Map widget to have custom colors ranges in a Report Service Document in MicroStrategy Web 10. Excel with plain text: Export the report to Microsoft Excel as plain text. " Why is this happening? The Export Engine has a setting that limits the maximum server . Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. Excel: This allows the user to export the document to Microsoft Excel in . After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. 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 Desktop 8. •. Select Image from the Insert menu, or click the Image icon in the toolbar. 3. 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. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. Follow below steps to apply the. In the upper left part of the Get Info page, notice the following link: Change Cover Page. Drilling on a Grid/Graph object in a document is similar to drilling on a report. For details, see the MicroStrategy Tech Notes TN11275 and. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. What is a file delivery method? File delivery method is a method that users choose when creating a service with Service Wizard or Service Editor in MicroStrategy Narrowcast Server 9. To change the grouping and sorting dataset. To make changes to the project settings, in Developer, right-click the project name, select Project Configuration, expand Caching, expand Result Caches, and select Creation (to specify whether and how caches are created), Storage. 421 Advanced Mobile Applications. From the Home menu, select Export. 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. x. Flip. 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. In MicroStrategy Developer, choose File > New > Report. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. To export a report while viewing it, click the name of a grid report to display it. Enter a description for the custom group in the Enter Custom Group Description Here field. CAUSE: One of the possible causes is because "Use Dynamic HTML?" is set to NO. Starting in MicroStrategy 2021 Update 8, Applications Architects can define any dossier as a template. 1. 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. To Create the Item Order Form Document. The Grouping panel opens above the Layout area. For steps, see the Basic Reporting Guide. Open the document in the Document Editor. 4. In MicroStrategy Web, open the document in Design or Editable Mode. A grid is an essential element of data analysis. Search for users or add users by clicking on the add icon. 3. The dataset appears in bold text. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. When you execute and view a report in MicroStrategy Web, the interface allows you to manipulate and explore the report data you are viewing. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. The new template should be viewable when prompted to choose. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. Right click and select New and then Schedule. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. The My Subscriptions page opens and displays a list of your subscriptions. A third party IP distribution tool such as Cisco Local Router, Microsoft Network Load Balancing, or Microsoft Windows Load Balancing Service distributes the user connections from the Web clients among Web Servers. 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. How to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. Adding Text and Data to Documents discusses. x and 10. Select File > Document Properties. 5. jpg. Some document caches can be created without dataset caches, such as documents created against visual insight and so on. For example, each member of a team of document designers creates complex documents for his own department, such as human resources or finance. Click the numbered buttons above the report to expand or collapse data for the page. From the Format menu, select Apply Document Theme. Include bookmarks in the PDF. To enable totals or subtotals for a metric. The dialog box for Options for PDFs opens. wherever you want on the canvas and use the layers. Windows. In MicroStrategy Developer, choose File > New > Report. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. Self-service support. MicroStrategy SDK 2022. The data from the report is used to populate the Grid/Graph. 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). 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. From a project in MicroStrategy Developer, navigate to the folder containing the document. MicroStrategy Knowledge Base document KB4100-7X0-0070 describes the steps to update table structure in the Microstrategy Developer Warehouse Catalog. Click. In the drop-down list at the top left, select the metric that you want to copy the threshold to. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. x. Once the Grid/Graph has been added to the document, you can: Add additional objects to the Grid/Graph. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. In the Threshold Editor, select the threshold to copy, and click Copy in the toolbar. Navigate to Subscription Monitor in MicroStrategy Developer; Right-click and go to 'View Options' where it is possible to enable the Owner field; From the right-click menu, it is also possible to create a filter based on fields in case there are a number of subscription messages to go. After that, when users select some elements, the 1st text box will display selected elements and covered the 2nd one. Follow the instruction below to prohibit users from exporting a specific document: 1. 4. So firstly, source field. Edit All Project-Level Settings. When selecting a font to format a grid report or document in Developer, the. The document opens in PDF View, in Acrobat Reader. Use Aggregate tables 2. Click Share > Library Access. Right-click any blank area of the document section to hide in Web, then select Properties and Formatting. For each form listed, select or clear the corresponding checkbox in the Show on Grid column. Click OK. The example above was created in the MicroStrategy Tutorial project using the Inventory and Unit Sales - TVs report as a dataset. Click in the desired section of the Layout area. Dashboards in MicroStrategy Web. To export the report to Microsoft Excel as plain text, select Excel with plain text. Using the command manager script file created in Step1, create a batch file that can be used to restart the MicroStrategy Intelligence Server. The Select Dataset dialog box opens, allowing you to select an existing dataset or import data. Tuning a MicroStrategy system is not an exact science. Advanced Metrics, explains level metrics, conditional metrics, transformation. 3. 1. Scenario 2:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. Drill to other destination objects. Click OK. Do one of the following: For a report, click the name of the report to run it. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. With each product release improvements and enhancements made to the MicroStrategy Analytical Engine can cause minor changes in the data returned when executing dossiers and documents. 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. Steps to format borders. First, you open a blank document and select a report to use as the document's dataset. 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. This is shown in the following MicroStrategy Developer image in which two Month controls, in different document sections, are aligned. Use Index on all Key columns ( for conditions from WHERE clause,. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. 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. Advanced color threshold — The Advanced Threshold Editor displays a list of all thresholds currently defined for a visualization. Notice surprising patterns with visualizations. Motivation: Customers can bring in data as a cache so they can save on costs using Snowflake. 0 with the same name. From the left, select General. Click Switch to Function Editor. The Custom Group Editor appears. In MicroStrategy Web, on the reports page, under the name of the report/document that you want to create a subscription for, click the Subscriptions icon . 2. 3.