If the document contains multiple layouts, click the tab of the layout to change. As a result, full MicroStrategy security will be auto-enforced so users will continue to be restricted to the the reports and data that you permit them to see, even within these Office applications. In MicroStrategy Developer, select the document to export. 4. Enable document caching to generate the document only. 2. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. Make the necessary changes to the document and then save and close 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. 11, 10. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. MicroStrategy Web 8. Drag and drop them into the Grouping panel. In MicroStrategy Developer, choose File > New > Report. Follow below steps. Apologies, but something went wrong on our end. Excel with plain text: Export the report to Microsoft Excel as plain text. No cache is present on MicroStrategy Intelligence Server so the dataset report(s) will be executed against the data warehouse and the results will be sent back to MicroStrategy Narrowcast Server. If you hold down the CTRL key while resizing, snap to grid is temporarily turned off. Click OK. You should be familiar with the various properties that define how a selector looks and what it controls, such as target and source. Result caches: Report and document results that have already been calculated and processed, that are stored on the Intelligence Server machine so they can be retrieved more quickly than re-executing the request against the data warehouse. Create a grid report in MicroStrategy Web 9. In the Datasets pane, select the object or objects by which to group. JSON length allowed in the POST request of exporting in the. Copy the URL link for the report that appears inside the source tag, like shown below. MicroStrategy users can directly query your PostgreSQL database using our data import component. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. ( How?) On the Insert menu, point to Selector, then choose the selector style. 2. xls format. CONTENT: Enable cube partitioning,. • Determine the optimal time to run scheduled jobs, load data, or perform system and database maintenance. When you move the cursor to the Layout area, the pointer becomes crosshairs. mstrc. To view a document in your content library, click on any of the object tiles that have a Document icon. The object uses a black Tahoma font and the Forecolor option is the color of the font. 1. MicroStrategy Desktop 8. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. xls format. •Integrity. To unsubscribe a report or document, select the checkbox in the Unsubscribe column and then click Unsubscribe. Open the document in Design Mode or Editable Mode. Select one of the following export formats: To export the report to an Adobe PDF file, select PDF. Create a Report Services Document in MicroStrategy Tutorial 2. The New Grid dialog box opens. Right-click the selector, then select Properties and Formatting. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. Enter a description for the custom group in the Enter Custom Group Description Here field. Formatting options include font, alignment, borders (including 3D borders and drop shadows. You use the authorization token returned in step 1 as the value for X-MSTR-AuthToken and provide the project ID. 213 SDK for Customizing Analytical Applications 2022. In Developer: In a report or document, from the File menu, select Schedule delivery to, then select History List, Update cache, or Mobile. The content of the report is displayed. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. Document Editor. Adding Text and Data to Documents discusses. On the left, select Page. 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,. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. A MicroStrategy connection file (. The editable mode is a fantastic resource for fine-tuning the layout of a document. First, you open a blank document and select a report to use as the document's dataset. 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. All articles. Check the "Quick switch" check box, as shown below: In Web. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. 2. E. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. 4. 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. Self-service support. To delete a layout from a multi-layout document INTRODUCTION This knowledge base article provides best practices for configuring, monitoring and troubleshooting Enterprise Manager 10. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. A cache will be created on MicroStrategy Intelligence Server for each individual dataset report(s) in the Report Services document. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. If the Export to Excel icon is unavailable, you must select Excel as an export format. 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. 3 : From the Insert menu, select Layout. 0 with the same name. 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). At this stage, all metrics are available in both S1 and S2, but the order is different. In MicroStrategy Web, open the document in Design Mode. When you move the cursor to the Layout area, the pointer becomes crosshairs. We're. All articles. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. A prompt allows a user to provide an answer to restrict or filter data during report execution. To find out if you are hitting any of the scenarios listed below, take advantage of MicroStrategy Integrity Manager and the Upgrade Analysis Dossier. Mac. 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 . When you execute the document, the. The My Subscriptions page opens and displays a list of your subscriptions. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. In MicroStrategy Web 2019, reducing the size of your browser while viewing a dossier in presentation mode causes the information to be truncated. This additional layer of abstraction provides flexibility for the MicroStrategy Architect, who can tune the MicroStrategy model by making changes to the views rather than physical changes to the underlying tables. Type a. Export the document to a PDF file, Excel spreadsheet, or HTML file for further analysis. In MicroStrategy Web 10. 4. You can select more than one dataset report to include on the document. Double-click any of the documents listed on the right-hand side of Desktop, to execute it and see the results. There are multiple ways to intervene the database to generate a better SQL execution plan. The PDF View of the document is shown in the following image. There is a lot of excitement around this update as it will include highly anticipated features like Information Windows and the ability to create and edit dossiers right from MicroStrategy Library and the MicroStrategy App. Read the parameter as per:Creating multi-layout documents. We empower you with the skills to get the most out of your analytics investment. The formatting of the new section is. 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. When you execute and view a report in MicroStrategy Web, the interface allows you to manipulate and explore the report data you are viewing. To print a MicroStrategy Web report: 1. In the Run Modes area, select the format (s) in which the document can be exported: •. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. 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. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. Selecting the display theme for a document . This document provides best practices on maintaining the MicroStrategy metadata health by controlling the size of the Change Journaling Tables and cleaning up. This feature. To Create a Subscription in MicroStrategy Web. To format numbers in text fields. 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. 0. 1. The menus, options, and icons available to you depend on your security privileges. 3. What could be better? The event will be held May 1–4 in Orlando, Florida — and we couldn’t be more excited. 013 Developer (DVL) 2. First, you open a blank document and select a report to use as the document's dataset. Users can directly import a table, build a custom query, or execute stored procedures and scripts. From a project in MicroStrategy Developer, navigate to the folder containing the document. Go to MicroStrategy Web, right click on the HTML container. Right-click the section and select Properties and Formatting. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. Select Export from Home menu, and then click PDF. Note: More elaborate programs will require additional library files and are out of the scope of this document. On the left, select Page. When you use the cube directly in the Dossier, the definition is applied to the cube directly and the MicroStrategy AE saves time since it doesn’t have to search and fetch an extra report definition. To find the value for this parameter, do the following: In MicroStrategy Web, open the document in Design mode. provide Report Services (RS) dashboards with interactivity, allowing each user to change how he sees the data. Right-click the text field to be formatted, and select Format. If the Export to PDF icon is unavailable, you must select PDF as an export format. Save the image in the images folder where the. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. Use developer tools to view the HTML so that you can find the element ID for the group-by element. Fully customizable with editors in Dossier or Web Report Services Documents (DHTML widgets) for appearance; Compatible with all supported versions of MicroStrategy Desktop, Web, Library and Mobile. 3. x ODBC calls by default. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. The Insert Layout dialog box opens. 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. * MicroStrategy does have support for dynamic sourcing with MDX sources. pkg. The data from the datasets is used to populate the report. 1. Go to a new blank line. A cache is the stored results of a document query that has already been executed. Select Add Subscription for the type of subscription you want. The Grouping panel opens above the Layout area. You must perform the following general steps to add a prompt to a document: 1. (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. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. In MicroStrategy Web, open the document in Design or Editable Mode. Some examples of how you can customize and integrate MicroStrategy Web functionality include: Adding a company logo to the MicroStrategy Web interface. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. In the image below, the Customer State 'Connecticut' was generated using a dynamic-text field: {[Customer State]}Launch the Web Customization Editor. Choose Empty Document. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. Dynamic Custom Group in Dashboards or Dossiers. First, you open a blank document and select a report to use as the document's dataset. The Properties and Formatting dialog box opens. g. NET): Program FilesCommon FilesMicroStrategy directory. The add-in introduces the ability to import and refresh reports and. In the Page-By mode drop-down list, select one of the following:Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. 0. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. To Create the Item Order Form Document. Click the location in the layout area to add the selector to. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. 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. The PDF that results from this selection is called a page of the original document. 413 Advanced Documents: Interactivity and Joining Datasets 2022. view Report Services Documents in the MicroStrategy Mobile client, and create Mobile document subscriptions in MicroStrategy Web: MOBILEVIEWDOCUMENT:. Click the MicroStrategy icon at the upper left of any page and select My Subscriptions. From the upper left of any page, click the MicroStrategy icon , then select History List. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. 2. To update the cover pages for Report Services Documents: Go to Workstation. •. 3. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. xls format. The Format Objects dialog box opens. 3 . 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. You can move the text field to any desired position. Notice surprising patterns with visualizations. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported directly from an external data source. Select to display the text box in the required date format s shown in the image below:When exporting a report from MicroStrategy Web to Excel, it is expected that the Excel filename will be the same filename as the report it was saved under. 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. " Why is this happening? The Export Engine has a setting that limits the maximum server . The Document Editor has multiple toolbars you can use to access different document features. Click the name of a grid report to execute it. You can also apply custom themes to an object. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. Click in the desired section of the Layout area. . In the upper left part of the Get Info page, notice the following link: Change Cover Page. 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. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. Go to the "Preferences > Project Defaults > Folder Browsing" section and check the 'Hide 'My Reports' link when user does not have web save. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. Perform one of the following: •. Controls are the objects that display the data, images, and shapes in a document. Right-click the control and select Properties and Formatting. Working with data is fun! Recently I found myself obsessed with MicroStrategy’s grid tool. To format numbers in text fields. Right click on the dynamic text and then click on "Format". The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. Inside 'Panel1', add a grid by clicking Insert 'Grid. If a project is pointing to a large warehouse database, it is important to keep in mind that table structures can be updated without the warehouse catalog loaded. 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. For a document, edit the document in Design Mode or Editable Mode. In the Source area, select a database instance for the database to access using Freeform SQL. In MicroStrategy Web, open the document in Design or Editable Mode. •Command Manager - Performs various administrative and application development tasks by using text commands that can be save as script. For steps, see the Basic Reporting Guide. To Export a Report or Document from the History List. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy. On the My Subscriptions page, under the Email section, click Add email subscription. 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. 411 Project. Now that that’s settled, let’s jump into some best practices for. Scenario 2:Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. 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. 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 . This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. Report Services Documents in 10. Click in the desired section of the Layout area. This feature allows you to discover which visualization is consuming most of the time in your dossier to improve performance. To create a selector that updates a dynamic text field on a panel stack. In MicroStrategy Web, open the document in Design Mode or Editable Mode. This icon becomes visible when you point to the name of the report or document. SYMPTOM: TN 34887 provides steps for how to change highlight color for a grid elements when used as selectors in MicroStrategy Web and Mobile. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. A user may want to move the objects in smaller or larger increments. 413 Advanced Documents: Interactivity and Joining Datasets 2022. Click within the Dataset Objects area to add datasets for the document. The legend frame is moved to one of the default locations on the graph report. 3. Right-click on a dossier. The articles and documentation referenced in this article can help provide users with the tools needed to setup and configure Enterprise Manager and to address issues encountered during the statistics logging and. Video Tutorials. CAUSE: One of the possible causes is because "Use Dynamic HTML?" is set to NO. Use this tab to select either automatic or fixed column widths. Report and document URLs can be included in Report Services documents to link to specific reports and documents. 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. x. You can add one or more datasets to the document. Enter the text of the desired macro or your own static text. Click the Export to PDF icon in the toolbar. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Use partition mapping 3. Click the menu icon on the right, and select Send Now. When you move the cursor to the Layout area, the pointer becomes crosshairs. Execute the report again and notice the changes to the. Click Share > Library Access. Choose Reports/Documents to be scheduled (Answer the prompts, if any) and click Next. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. (Optional) Use the Up and Down buttons. The document displays in its default display mode. Select the name of the series to define tooltips for a single series. MicroStrategy use TLS v1. Users can wrangle, model, and enrich your data from PostgreSQL, as well as blend with other data sources. Therefore, prompts allow report designers to create reports that let users change the report content at run. World23 — It’s true, MicroStrategy World is back IN PERSON. 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. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. To size a control. For details, see the MicroStrategy Tech Notes TN11275 and. In MicroStrategy Web, open the document in Design or Editable Mode. In MicroStrategy Narrowcast Server 9. Caching documents. Autostyles based on one document can be applied to another document in order to change its formatting or appearance. The ability to view or edit certain settings is determined by a user's. Business users move seamlessly between all five styles of BI and even combine multiple styles. 3. Click the General tab. In MicroStrategy Developer, choose File > New > Report. Excel: This allows the user to export the document to Microsoft Excel in . The document opens in Design View in the Document Editor. From a project in MicroStrategy Web, navigate to the folder containing the document. MicroStrategy Desktop 8. x is a . Save the report in MicroStrategy Web 10. You can specify another database instance in this field. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. To add a tooltip to a control. ) User can now select the Gotham Medium font in Developer. Notice surprising patterns with visualizations. scpMicroStrategy Web's open and customizable architecture allows you to change the look, feel, and even the functionality of MicroStrategy Web. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. Interacting with a Document: Selectors. x - 10. You can also apply a set of color and shading schemes to all the objects on a graph report. 2. Document Editor:. 10, 10. 6. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. You can also use dynamic images in. Select the prompt to modify and click the up or down arrows to change its order. So firstly, source field. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. Analyze the low performance query using DBA knowledge, add. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. This setting needs to be at least the size of the largest cache file, or the. Exercises: Documents and MicroStrategy OLAP Services. To specify the export options in a document. For each form listed, select or clear the corresponding checkbox in the Show on Grid column. Select Image from the Insert menu, or click the Image icon in the toolbar. 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. Click on Dossiers in the left panel of Workstation. Build faster,more secure, more resilient applications and develop them quicker than ever. The General preferences page lets you personalize your MicroStrategy Web settings, including the language in which reports are displayed and whether to display Save options that let you save a report as static or prompted. For detailed steps, see the Document Creation Help. rst, is saved in the selected folder. Report Services documents utilize MicroStrategy objects to run complex and sophisticated reports. Expand the document section where you want the image by clicking the plus sign next to the section name. 215 Embedding Analytics with MicroStrategy REST API 2022. A control can be any of the following: •. CTRL + click to select the desired reports from the MicroStrategy Developer window. For more information, click Help in MicroStrategy Web. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Stay in the flow and let Copilot help you add more to your document. 0: Schedule administrative tasks to be performed on all nodes of the cluster. To specify the group-by element in a document, you use the gkey parameter in the URL. The ODBC connection uses 3. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. 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. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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 ). Right-click the document name or icon, and select Edit. To remove a dataset from the document, click the name of the dataset that you want. In MicroStrategy Web 2019, create a dossier and add a visualization. To do this, both Mapbox and ESRI options allow you to author with two or more layers of data on the base map. Connecting in two-tier mode invokes a direct connection from MicroStrategy Desktop to the metadata. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Right-mouse click on fontPicker and select New Shortcut. All the forms for the selected attribute will be displayed. ACTION: Create a new Document in MicroStrategy Web 9. About prompts. Interact with the data in real time (with targeting, filtering, and more). exe" -n "MicroStrategy Tutorial" -u Administrator -p 007007 -f C: estartserver. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. In MicroStrategy Developer, double-click the document name or icon. For information on connecting to databases, see Connect to Databases. Go to Insert > Office Add-ins. x, it is possible to use dynamic content from a grid report inside a Control Document. Download the zip. 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. The user will now be. Follow the instruction below to prohibit users from exporting a specific document: 1. Inside 'Panel1', add a grid by clicking Insert 'Grid. 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. The term "versioning" has two different meanings in a MicroStrategy context. Open the Report Services Document Editor. A grid is an essential element of data analysis. 19. As shown in the screen shot below, in the Rename/Edit Objects Window, select the "Replace dynamic text" checkbox as shown below. The purpose of this knowledge base article is to explain how to pass selections of multiple selectors to a document using URL API in MicroStrategy Web 10. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. "" -n "" -u -p -f. 013 Developer (DVL) 2 2022. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. 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. Save the document as D1.