Gather information about your user audience. Stay tuned for more information. To add a text field to a document. Click Click here to start a new qualification to begin to create a new view filter. Add the prompt to a report. txt file). Right-click the document name or icon, and select Edit. MicroStrategy Administration •With system Manager – Combine multiple processes for MSTR environment into single work flow that can be deployed at a scheduled time or on Demand. Click on Dossiers in the left panel of Workstation. 10. See To copy a document between projects for a detailed procedure. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. This checkbox is cleared by default. Select the theme and click OK. All articles. This can give you insight into tuning advanced report-related project settings. In the Run Modes area, select the format (s) in which the document can be exported: •. 3. Double-click the document name or icon . Prior to MicroStrategy 9. x, Control Documents provide a way to personalize the name of files generated by services. Step. Inserting selectors into documents. The dataset appears in bold text. Click the name of a grid report to execute it. Type over the existing text or add new text. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. 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. About prompts. 2. 10, 10. '. ) User can now select the Gotham Medium font in Developer. From the Language drop-down list, specify the language in which to display MicroStrategy Web pages. Add the two reports Report Item Orders and Revenue and. 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. Gather information about your MicroStrategy project. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. source field. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. Because your system resources, application performance, and user requirements and expectations are unique, it is not. 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. For tuning details, see the appropriate section in the Installation and Configuration Guide. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. Select Image from the Insert menu, or click the Image icon in the toolbar. To configure export settings in MicroStrategy Web. Click in the desired section of the Layout area. The document displays in its default display mode. •. The menus, options, and icons available to you depend on your security privileges. Create a metric selector S2. Place Intelligence Server close to the both the data warehouse and the metadata repository. All the forms for the selected attribute will be displayed. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use. g. Additionaly, pictures can be inserted borders drawn in the document. Auto alerts. For steps, see the Basic Reporting Guide. A MicroStrategy connection file (. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. To see sample documents in MicroStrategy Web: 1. The user can see that there is plenty of white space to the right, but the grid or graph does not extend past. 2. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. To enhance PDF viewing performance, open Acrobat Reader before opening the document. The following is an example of the syntax necessary for file delivery, the name of the file can be specified with static text and/or Information Objects:A control document is a file specified per publication that alters MicroStrategy Narrowcast Server 9. Copy the URL link for the report that appears inside the source tag, like shown below. For details, see the MicroStrategy Tech Notes TN11275 and. From the left, click Export. From the Insert menu, select Text. If the document contains multiple layouts, click the tab of the layout to change. When selecting a font to format a grid report or document in Developer, the. The ODBC connection uses 3. 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. If the designers do not have access to the image, they cannot see the image while creating the document. For steps to create custom themes, see Creating custom display themes. 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. The steps below show you how to create a custom group in MicroStrategy Web. This Knowledge Base articles provides some best practices for trying to improve large cube performance in MicroStrategy. To Subscribe to a Report or Document. This feature. 2 : If the document contains multiple layouts. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. To edit a document in Design Mode, from a folder, right-click the document and select Edit. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. Interact with the data in real time (with targeting, filtering, and more). To change the grouping and sorting dataset. A Grid/Graph can be directly associated with one dataset report. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. 1. Flip through the panels in a panel stack. If you have MicroStrategy Enterprise Manager, you can fine-tune the design of your app based on user statistics. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. x. Place the "Top 10 Customers vs All" (as is done with an attribute), the "Percent to Total Customers Revenue", and "Revenue" on the report and the result will as shown in the screen shot below: Users can create a report. Interactive dashboards in MicroStrategy. Enter a description for the custom group in the Enter Custom Group Description Here field. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. 3. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. Select Add Subscription for the type of subscription you want. To specify the group-by element in a document, you use the gkey parameter in the URL. From a project in MicroStrategy Developer, navigate to the folder containing the document. 2. 2. A cache will be created on MicroStrategy Intelligence Server for each individual dataset report(s) in the Report Services document. "View Notes" privilege to see any notes that have been added to the document. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. Open the Report Services Document Editor. 4 when having two separate search boxes searching on two different forms of the same att… Number of Views 527 Constructing URL API to run a Report Services Document (RSD) with a specific. The document opens in Design View in the Document Editor. You can modify the document's appearance before printing to ensure that the end result (the printed document) appears as desired. MicroStrategy SDK 2022. The third line does not use any HTML tags. Enter the offset of the drop shadow, in points, in Drop shadow depth. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. 4. The Conditional Formatting dialog box opens. There are multiple ways to intervene the database to generate a better SQL execution plan. In MicroStrategy Web, open the document in Design or Editable Mode. The order of the document's grouping is determined by the order of grouping fields from left to right in the Grouping panel. 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 tuning details, see the appropriate section in the Installation and Configuration Guide. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. Includes scorecards. 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. 413 Advanced Documents: Interactivity and Joining Datasets 2022. The Properties and Formatting dialog box opens. •Integrity. Analyze the low performance query using DBA knowledge, add. x. 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. There are several important factors to consider before tuning your system’s heap size settings. In the list of categories on the left, click Subtotals. The highlight on hover is enabled in Presentation mode by default to indicate the viewer’s mouse focus. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. Keynotes, product sessions, and sneaks into the next disruptive technology. 1 and 10. Alternatively, when the Schedule Manager folder is selected, users may go to the File menu in MicroStrategy Desktop and Select New and then Schedule. • Research efficient aggregation, partitioning, and indexing strategies. The Insert Layout dialog box opens. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. Click the Export. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. To Create a Subscription in MicroStrategy Web. If you have a Distribution Services license, you can subscribe multiple users to an individual report or document through MicroStrategy Web (see To Create a Subscription in MicroStrategy Web). Disable Highlight in Presentation Mode. KB426596: In MicroStrategy Web 10. 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. Partial or Relative Path. The New Grid dialog box opens. x, if a report is in outline mode with totals enabled, when exported to Excel with the report collapsed to the lowest level, the exported version expands to show everything. Exercises: Documents and MicroStrategy OLAP Services. 421 Advanced Mobile Applications 2022. In a document, you can display a report by adding a Grid/Graph to the document. 5. CONTENT: Enable cube partitioning,. The add-in introduces the ability to import and refresh reports and. The default MicroStrategy 2020 settings are optimal for SAP HANA 2. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. 3. Place Intelligence Server close to the both the data warehouse and the metadata repository. Selecting the display theme for a document . 1 and select the new template Navigation Bar for iPad as shown below: Notice that this document only allows Design and Editable mode in the toolbar, like shown below. In MicroStrategy Developer, double-click the document name or icon. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. 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. Select Grouping Properties. Right-click the text field to be formatted, and select Format. 2. Perform one of the following: •. Click the link for the desired manual or other documentation source. For more details, see Data Engine changes in MicroStrategy 2021 release. The goal is to get the below Grid result in a Report Services Document:It is very common to have two Report Services Documents linked to each other using a URL API call. In MicroStrategy Web, open the document in Design Mode. In MicroStrategy Narrowcast Server 9. You can insert an image such as a logo into a document. MicroStrategy Report Services, the enterprise reporting engine of the MicroStrategy BI platform, enables the creation and viewing of pixel perfect, highly formatted documents, scorecards, and dynamic dashboards. Document Editor:. Dedicate a machine for the metadata repository. Collect statistics on the tables 5. We empower you with the skills to get the most out of your analytics investment. Click Field to open a drop-down menu of the attributes and metrics on the Grid. Therefore, prompts allow report designers to create reports that let users change the report content at run. ; 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. Installation on the Desktop. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. 421 Advanced Mobile Applications. For details, see the MicroStrategy Tech Notes TN11275 and. Select the prompt to modify and click the up or down arrows to change its order. 8. To dynamically alias a metric, follow the following steps: Right-click on the header and select "Rename/Edit" as shown below. 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. You can search, view, and edit all project-level settings. If a message is displayed asking if you want to use read only mode or edit mode, select Edit and click OK to open the Attribute Editor in edit mode so that you can make changes to the attribute. Specifically, this guide provides the following information:For example, you can align a heading in the Detail Header above its data column in the Detail section. 155 Derived Metrics, View Filters, and Derived Elements. If the document is not grouped, no bookmarks are generated. However, these settings depend on the type of SQL being sent to the warehouse, database load, and dataset size. These MicroStrategy Web features are discussed briefly in the topics listed below. 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 . On the left, select Page. In Design Mode, a document designer adds widgets to a document and defines them. (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. 4. Users that have the "Edit Notes" privilege can edit notes as described below: Click Edit. In MicroStrategy 10. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. Save the document as D1. Tell a story with your data using the dossier chapter/page format. 411 Project. •. 19. To size a control. This article explains how to resolve IIS executionTimeout errors that occur when executing MicroStrategy Web documents with large amounts of data selected in a filter. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. To create multiple. Below tuning suggestion is based on IBM Document on Performance Tuning. x ODBC calls by default. Toolbar Options. NET): Program FilesCommon FilesMicroStrategy directory. To Enable Outline Mode on a Report. 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 upper left of any page, click the MicroStrategy icon , then select History List. Switch to the Document Editor to add formatting and fine-tune the document. In MicroStrategy Web, open the document in Design or Editable Mode. Click within the Dataset Objects area to add datasets for the document. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. VLDB settings 4. Bookmarks are generated for each element of each grouping field in the document, which creates a table of contents for the PDF. Creating widgets. 3. ACTION:The ‘Export to Excel’ option is disabled by default in converted documents. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. A URL which defines the object's location in MicroStrategy Web. x. To export a report while viewing it: Click the name of a report to display it. The following clarifies these two possible meanings and their respective contexts:. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. 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. The document has one layout, is grouped, and the page-by selections are set to all. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode 1. Connectivity Connectivity is typically the biggest concern among customers. col1, s1. 1. Select Load chapters on demand or Load pages on demand from the Execution Mode drop-down. Expand the Public Objects folder, then expand the Reports folder. These icons provide different ways for you to view, interact, and share your document. 1. 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. From the list of document templates, click Blank Document. Excel: This allows the user to export the document to Microsoft Excel in . Data quality. To update the cover pages for Report Services Documents: Go to Workstation. Here is what the report looks like in Developer : When exported to Excel the results are as follows:Go to Tools -> Report Options (Document Options in the case of a document/dashboard) Navigate to the Delivery tab, where the following 3 options exist: Select “Only allow specific users to subscribe to this report”. col2…) While the default values should result in the. Below are some keyboard shortcuts to fine-tune the layers' positions. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. The option to view or create Documents isn't visible in MicroStrategy Web 9. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. ) Obtain the Gotham Medium font file (in . • In MicroStrategy 11. Users must have the. Drag and drop them into the Grouping panel. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. 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 . Click any report you wish to execute. This is shown in the following MicroStrategy Developer image in which two Month controls, in different document sections, are aligned. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. To change the grouping and sorting dataset. Trim the sections for which no data was available. Unsubscribe from a report or. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. To print all of the pages in. 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 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. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. The use of slowly-changing dimensions is described in the following MicroStrategy Knowledge Base document: KB5200-800-0479 - How to implement slowly-changing dimensions using. 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. Documents have a series of icons at the top of the page. In MicroStrategy Web, open the document in Design or Editable Mode. Click the menu icon on the right, and select Print. 215 Embedding Analytics with MicroStrategy REST API 2022. The Select Dataset dialog box opens, allowing you to select an existing dataset or import data. 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. Highly formatted MicroStrategy reporting. To Create the Item Order Form Document. " Why is this happening? The Export Engine has a setting that limits the maximum server . A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. 3. Import the document into the replacement project. x - 10. SYMPTOM: TN 34887 provides steps for how to change highlight color for a grid elements when used as selectors in MicroStrategy Web and Mobile. To export a document template. 4. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. Windows. A common requirement is to have a link in the second Report Services Document to return to the first report. Dynamic Custom Group in Dashboards or Dossiers. You can select more than one dataset report to include on the document. The text field for new notes closes, and all the existing notes become active. 2. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. Right-click the section and select Properties and Formatting. From the Data menu, select Configure Bulk Export. The content of the report is displayed. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. Right-click the document name or icon, and select Edit. The Bulk Export Setup dialog box is displayed. At this stage, all metrics are available in both S1 and S2, but the order is different. If users want to be able to create their own filters, thresholds, or change the graph style used to display data. 5. Excel with plain text: Export the report to Microsoft Excel as plain text. MicroStrategy Desktop 8. The Submit button becomes available once text is inputed. Open a document in the Document Editor. x, this can be done at the document level. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in performance from. 0. Add metric "Yesterday" to the document section as dynamic text. For general tuning of Snowflake, please take advantage of the Snowflake Tuning page. Drilling on a Grid/Graph object in a document is similar to drilling on a report. 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. Navigate to the folder to save the file in, then click OK. Build faster,more secure, more resilient applications and develop them quicker than ever. 1. Click Switch to Function Editor. On the upper right of any page, click your user name, and then select Preferences from the drop. 2. Report distribution is automatic. 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. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. 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. For descriptions of the various options, see How to Email a Report or Document. View the orange Certified ribbon on the dossier. Click the Options icon . Click Show Advanced Options. To select the auto text code from a list, from the Insert menu, select Auto Text, then select the auto text code to insert. In the upper left part of the Get Info page, notice the following link: Change Cover Page. 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 ). During our 10+ years of work with MicroStrategy we often encountered overlapping cube and cache questions and what are the best practices in order to manage them. For a report, click the name of the report to run it. x. From the Home menu, select Page Setup. The document has one layout and no grouping. A prompt allows a user to provide an answer to restrict or filter data during report execution. Users can directly import a table, build a custom query, or execute stored procedures and scripts. Intelligent Cubes can function in a similar fashion to result caches: they allow you to store data from. Right click on the dataset report in document design mode. 4 : Do one of the following to create a new layout: •INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. Choose the option Get Info. How to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. This is how the behavior is set and displayed from within MicroStrategy Developer 9. also go to intelligence server configuration and make sure the worker set XML is at optimum level. Right-click the selector to update, and select . This guide builds on a basic understanding of information provided in the Basic Reporting Guide. We decided to gather them in one placing using our experience and MicroStrategy materials. MicroStrategy Web 8. Save reports used in documents in a well-labeled location to minimize conflicts between modified reports and documents. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. Create and save the prompt. Select the section to print or display on a new page. To do this, both Mapbox and ESRI options allow you to author with two or more layers of data on the base map. Click Click here to start a new qualification to begin to create a new view filter. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. ; From the Schedule drop-down, select a schedule or. Getting started with documents. In MicroStrategy Web, open the document in Design or Editable Mode. When you move the cursor to the Layout area, the pointer becomes crosshairs. Controls are the objects that display the data, images, and shapes in a document. Business users move seamlessly between all five styles of BI and even combine multiple styles. 3. 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.