Use this area to communicate with other users. 0. Right click the Regions column header and select Advanced Formatting. About prompts. Toolbar Options. Make the necessary changes to the document and then save and close the document. x. To print a document. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. 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. Gather information about your MicroStrategy project. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. Right click on a Report Services Document. Users should click the "Next" button to continue. The steps below show you how to create a custom group in MicroStrategy Web. 3. To export a document template. In MicroStrategy 11. col2…) While the default values should result in the. 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. x - 10. 0, one fifth of the training data was always reserved for validating the model built on the remaining four fifths of the data. You can specify another database instance in this field. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. 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 builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. mstrc. 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. To do this, both Mapbox and ESRI options allow you to author with two or more layers of data on the base map. Select the theme and click OK. In MicroStrategy Web, open the document in Design or Editable Mode. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. See To copy a document between projects for a detailed procedure. To remove a dataset from the document, click the name of the dataset that you want. Place intelligence server close to the both the data warehouse and the metadata repository. 2. 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 . The data from the report is used to populate the Grid/Graph. The menus, options, and icons available to you depend on your security privileges. Select the Copilot icon in the left margin of your. This allows users to get insights from one map rather than creating two or more maps. Run the document and press F12 to open the Developer Tools console. You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. Dashboards in MicroStrategy Web. A prompt allows a user to provide an answer to restrict or filter data during report execution. 3. Your data could be around retail transactions, airline flight patterns, web traffic, highway traffic… the number of possible Analyst use cases is only exceeded by the sheer volume of data available to you. x - 10. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. 413 Advanced Documents: Interactivity and Joining Datasets 2022. The New Grid dialog box opens. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. Redis uses approximately 1. VLDB settings 4. Click OK. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. x. x. In MicroStrategy Web, open the document in Design or Editable Mode. Add a text field using one of the following methods depending on your goal for the text field: •. 5. Export the document from the original project. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. Partial or Relative Path. source field. It allows users to retrieve more information after the document has been executed. To create a conditional format based on the contents of a text field. To export the report to Microsoft Excel as plain text, select Excel with plain text. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. On the Freeform Sources tab, select Create Freeform SQL report. For a document, edit the document in Design Mode or Editable Mode. 20. To change the grouping and sorting dataset. 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. 2. To export a report while viewing it: Click the name of a report to display it. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. The Properties dialog box opens. MicroStrategy Web 8. Note: More elaborate programs will require additional library files and are out of the scope of this document. We empower you with the skills to get the most out of your analytics investment. g. 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. The new template should be viewable when prompted to choose. Select Image from the Insert menu, or click the Image icon in the toolbar. For a document, edit the document in Design Mode or Editable Mode. In the folder list, right click on the report > Share > Show HTML. x using multiple events event. Formatting options include font, alignment, borders (including 3D borders and drop shadows. To Subscribe to a Report or Document. Ex. Switch to the Document Editor to add formatting and fine-tune the document. 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. 4. 2. This is shown in the following MicroStrategy Developer image in which two Month controls, in different document sections, are aligned. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. However the setting only takes effect for. Click the menu icon on the right, and select Send Now. Note: Users cannot schedule reports with prompts unless the report has default answers. Related Topics. The Properties dialog box opens. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. III. Open the document in the Document Editor. 3. `. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. Select one of the following export formats: To export the report to an Adobe PDF file, select PDF. The example above was created in the MicroStrategy Tutorial project using the Inventory and Unit Sales - TVs report as a dataset. Report distribution is automatic. x, grid and graph displays are cut off on the right side. For detailed information on tuning your MicroStrategy environment, see the Tuning your System for Best Performance chapter in the System Administration Help. Navigate to MicroStrategy Library and users will see the orange certified flag displayed for the dossier. The documents must be worked on simultaneously, so. Click the General tab. To format numbers in text fields. Using the command manager script file created in Step1, create a batch file that can be used to restart the MicroStrategy Intelligence Server. 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. Selecting a display theme for an objectThis "How to" technical note describes a way to hide the metrics columns from a document grid in MicroStrategy 10. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. In the Document Properties -> Document section, uncheck all available. 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. Select 'Export to Excel' to generate a new Excel document. The sections below also. The user can see that there is plenty of white space to the right, but the grid or graph does not extend past. 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. For instructions, see Selecting available export formats. 2 : If the document contains multiple layouts. Select the section to print or display on a new page. ; From the Schedule drop-down, select a schedule or. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in. Note: You can also set-up Cover Pages by using APIs. In the document layout area, right-click the text field that you want to format. Learn how to create, edit, and share reports, dashboards, and documents using Excel, PowerPoint, Word, and Outlook. Click Switch to Function Editor. To specify the group-by element in a document, you use the gkey parameter in the URL. When you create a document, you can specify the data that appears, control. For example: "C:Program FilesMicroStrategyAdministratorCommand Managercmdmgr. . Expand the Public Objects folder, then expand the Reports folder. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. KB440273. Make two grids with different attributes and metrics in each 3. Adding Text and Data to Documents. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an object Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. Enter the offset of the drop shadow, in points, in Drop shadow depth. MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staf f of the Securities and Exchange Commission, upon request, full. There are several important factors to consider before tuning your system’s heap size settings. To email a report or document on a schedule. A selector can change in a panel stack. When you move the cursor to the Layout area, the pointer becomes crosshairs. Snowflake Specific Tuning Snowflake provides a query profile page which you can use to investigate your queries. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Do one of the following: For a report, click the name of the report to run it. Click the link for the desired manual or other documentation source. You can use the visualization to: Filter the map markers shown in the visualization by selecting map markers for which to display data. 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. On the My Subscriptions page, under the Email section, click Add email subscription. 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 ). Impact: Capability. To Create the Item Order Form Document. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. 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. Drilling is available for Report Services Documents starting in MicroStrategy 9. 4. For more information and full documentation regarding the release, visit the What’s New section of. MICROSTRATEGY INCORPORATED SEC File Number 000-24435 Address of Issuer 1850 Towers Crescent Plaza Tysons Corner VIRGINIA 22182 Phone (703) 848. Steps to format borders. Some document caches can be created without dataset caches, such as documents created against visual insight and so on. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. Using Subscription Monitor in MicroStrategy Developer. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. Steps to Reproduce. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. For details, see the MicroStrategy Tech Notes TN11275 and. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. Below tuning suggestion is based on IBM Document on Performance Tuning. ) MicroStrategy applications are then defined entirely in terms of the views, rather than the physical tables themselves. Select File > Document Properties. The Prompt Ordering dialog box opens. The option to view or create Documents isn't visible in MicroStrategy Web 9. E. MicroStrategy Desktop 8. To change the mode, click its icon on the toolbar. This article highlights the performance optimization in MicroStrategy 2020 that reduces the initial loading time of. 9. To see sample documents in MicroStrategy Web: 1. 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. From the Metadata drop-down list, specify the language in which to display the. From the Insert menu, point to Selector, then choose the type of selector to add to the document. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. x. When you return to the Document Editor, the dataset is added and displayed in the Dataset Objects panel. MicroStrategy Training Catalog Introduction to MicroStrategy Education MicroStrategy Education is committed to the success of every MicroStrategy practitioner. Grouping records together helps users who read the document to understand the data better. The legend frame is moved to one of the default locations on the graph report. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. 4. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. A dataset is a set of data that can be displayed on a document. The document displays in its default display mode. Modifying the look of icons, reports, and folders. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Add content to an existing document. From the list of document templates, click Blank Document. We decided to gather them in one placing using our experience and MicroStrategy materials. provide Report Services (RS) dashboards with interactivity, allowing each user to change how he sees the data. Select Image from the Insert menu, or click the Image icon in the toolbar. 4. Click within the Dataset Objects area to add datasets for the document. x and 10. You can modify export options in the User Preferences page. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. You can access the Document Structure panel in Design Mode or Editable Mode by selecting Document Structure from the Tools menu. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. Home Published: September 27, 2022 • 994 Views Creating and Editing Reports in MicroStrategy Library It's true! Reports are now available in MicroStrategy. To do this, click Grid > Automatic Column Widths, as shown below: Drag the column handles and adjust to the desired width. You can move the text field to any desired position. Chance the cover page to an image of your choosing. Self-service support. The data from the datasets is used to populate the report. x - 10. Users that have the "Edit Notes" privilege can edit notes as described below: Click Edit. Stay in the flow and let Copilot help you add more to your document. (Optional) Use the Up and Down buttons. In MicroStrategy Web, open the document in Design or Editable Mode. In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. Stay tuned for more information. You will learn how to use various report components, filters, metrics, and prompts to design effective and interactive reports. When you move the cursor to the Layout area, the pointer becomes crosshairs. 3. Inside 'Panel1', add a grid by clicking Insert 'Grid. Click in the desired section of the Layout area. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. •. You can now see Dossiers and Documents in Dark Mode. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. Interact with the data in real time (with targeting, filtering, and more). Therefore, prompts allow report designers to create reports that let users change the report content at run. Create a grid report in MicroStrategy Web 9. Drill on an item in a graph. In the Datasets pane, select the object or objects by which to group. Published: Mar 23, 2018. The amount of data retrieved and objects being used in a Report Services Dashboard have a direct impact in the size of the final Dashboard. Navigate to the folder to save the file in, then click OK. 3. For steps, see the Basic Reporting Guide. Click the Enterprise Reporting Documents folder. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Place Intelligence Server close to the both the data warehouse and the metadata repository. If the document is open in Presentation Mode, click the menu icon on the right, and select Edit. The PDF that results from this selection is called a page of the original document. When MicroStrategy trains a decision tree model, the decision tree algorithm splits the training data into two sets; one set is used to develop the tree and the other set is used to validate it. Continue creating this derived metric by following the steps to create a summary metric in Using a function to create a subtotal: Creating summary metrics. 4. ACTION:The ‘Export to Excel’ option is disabled by default in converted documents. 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. 0: Schedule administrative tasks to be performed on all nodes of the cluster. •Integrity. 4. 4. 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…. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. The Notes pane displays the notes or comments added to the document and allows users to add their own notes. If the Export to Excel icon is unavailable, you must select Excel as an export format. 3. The Properties and Formatting dialog box opens. To edit a document in Design Mode, from a folder, right-click the document and select Edit. 1. Click the check mark symbol on the right of the drop-down. 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. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. 421 Advanced Mobile Applications. In MicroStrategy 2019, exporting a dossier with a large amount of content to a PDF may result in the following error: "Dossier content size exceeds the PDF Export Engine limit. With effect from version 9. Some of the main components of the MicroStrategy platform include: MicroStrategy metadata —a repository that stores MicroStrategy object definitions and information about the data. To unsubscribe a report or document, select the checkbox in the Unsubscribe column and then click Unsubscribe. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. Open a report. You can also create links in documents. Click on Dossiers in the left panel of Workstation. The Export Reports preferences page allows you to specify exporting preferences. To update the cover pages for Report Services Documents: Go to Workstation. The following clarifies these two possible meanings and their respective contexts:. Unsubscribe from a report or. Report Services Documents in 10. A prompt allows a user to provide an answer to restrict or filter data during report execution. Select Grouping Properties. 2 : Do one of the following, depending on which type of control that you want to use in the document: • To link a Grid/Graph to the Transaction Services report, right-click the Grid/Graph, then select Configure Transaction. 2. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Read the parameter as per:Creating multi-layout documents. This checkbox is cleared by default. NET) The most significant things you can do: Tune Microsoft's Internet Information Services (IIS). Drill to other destination objects. The Select Dataset dialog box opens, allowing you to select an existing dataset or import data. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. x, Control Documents provide a way to personalize the name of files generated by services. On the left, select Page. 3. Select Image from the Insert menu, or click the Image icon in the toolbar. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. Additionally the only objects available to add to the panel stack are buttons : Buttons can be shifted from their actual. So firstly, source field. In the Run Modes area, select the format (s) in which the document can be exported: •. 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. To create a selector that updates a dynamic text field on a panel stack. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. The following procedure should be followed to change the grid spacing in MicroStrategy Web 10. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. To select the auto text code from a list, from the Insert menu, select Auto Text, then select the auto text code to insert. Click in the desired section of the Layout area. 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. If the document contains multiple layouts, click the tab of the layout to change. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. Properties and Formatting Dialog Box: Grid. 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 . Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. 2. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. In this case, change both to 116px (with 8px default left/right/top/bottom margins. 0. 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, which allow you to select the information to be included and the formatting of the document (see Creating a document from scratch ). For steps to create custom themes, see Creating custom display themes. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. Scorecards, dashboards, and reports can be explored and delivered on desktop, the Web, mobile devices, and the Cloud. In the original project, create the document to be used as a portable document. 3. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in performance from. The following figure displays the SQL. In MicroStrategy 10. For more details, see Data Engine changes in MicroStrategy 2021 release. Tuning Suggestions on Db2 database. Related versions: 10. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. Disable Highlight in Presentation Mode. 3 . 213 SDK for Customizing Analytical Applications 2022. The Export to Excel dialog box opens. This document briefly summarizes commonIn MicroStrategy Narrowcast Server 9. 2. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. For steps, see Starting MicroStrategy Desktop. If the designers do not have access to the image, they cannot see the image while creating the document. In MicroStrategy 10. To create a selector that updates a dynamic text field on a panel stack. The formatting of the new section is. Enter a name for the custom group in the Enter Custom Group Name Here field. Create a metric selector S1.