Every request to a MicroStrategy Web product corresponds to a. Explore. Built on the open and flexible architecture of MicroStrategy Report Services™ as Report Services Template (RST) files, templates provide a quick and intuitive method for designing. Occasional Contributor. In this brief video tutorial, Josef Timchenko of our Customer Education team explains how to make a custom or third-party visualization available for use in both MicroStrategy Web and MicroStrategy Desktop. 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 . Type the pop-up text in the Tooltip field. Click any of the documents listed on the right side of MicroStrategy Web, to execute it and see the results. 4. After the service runs, the recipient will receive an email with a . Because the ID of the event associated with the "RW Fast Export PDF" page is "3069", the evt parameter in the URL is set to "3069". Close the Visualization Builder, and then re-open it. Creating documents. Clear the Totals check box to remove the standard subtotals. In 2022, MicroStrategy is even simpler to embed and integrate into your applications. Panel Stacks are a powerful tool used in dossier authoring to provide dynamic and rich insights while saving real estate on the canvas. From the Format menu, select Document Properties. To enhance PDF viewing performance, open Acrobat. For example, if you insert the auto-text Report Name into the header of a report named Monthly Sales, Monthly Sales is displayed in the header when the report is exported. Users can embed special text that resolves to SERVERNAME and PROJECT. In the panel stack Properties and Formatting, set the 'Content Overflow' to 'Scroll', like shown below. In Developer, open a grid report. For background information on datasets, see Using datasets in documents. x, under Editable mode. Select existing text or add new text to use as a hyperlink. Set the Alert up to send the document 'LayoutAlert', created in step 1, as PDF using the "Send different report or document" option. Select Image from the Insert menu, or click the Image icon in the toolbar. Transform your apps quickly and deliver a personalized analytics experience with unmatched performance for each user. x - 10. Get inspiration at the MicroStrategy data visualization gallery. xOpen a report in Graph View. Right-click the header of the attribute whose elements you want to use to. Creating a powerful dossier is as simple as importing. On the “Add New Media” page, click on the “Select Files” button. 2. Choose Display as icon to embed, or Link to file for a link. Adding rectangles. Select Advanced. In the Run Modes area, select the format (s) in which the document can be exported: •. . The New Grid dialog box opens. Specifically, this guide provides the following information: The data from the datasets is used to populate the report. <xsl. provide Report Services (RS) dashboards with interactivity, allowing each user to change how he sees the data. “ Data without context is meaningless. Products. In the Datasets pane, select the object or objects by which to group. In WEB – design mode – you’ll see on the left all your selected objects for the dataset. x: Create a metric called A with expression "Min(1){~}" as shown below. Any dashboard created within MicroStrategy Desktop 10. Adding rectangles. Click the MicroStrategy icon, and select Create Document. x, under Editable mode. The text source can be data such as metadata tags on a web site or any free form text. Proactive alerts and push notifications for both web and mobile users. 5. Detail Levels You can now select the level of detail exported from your dossier. Add data fields. Exporting multi-layout documents. MicroStrategy Web (. By default, the title bar, which displays either the panel stack title or the panel name to help identify the panel. Right-click in the text field and select Properties and Formatting. A step-by-step guide on how to Insert Dropdown Menu Fields in the Software Maintenance Agreement. These can be used to enhance a grid’s ability to convey richer meaningIf the toolbar is not available to end users the following methods can be used to export the document to PDF with the current panel selections using an object on the document template: 1. To hide or display column or row headers. One use case is to list all dossiers/documents within a Project together with all user groups that have access to it + access rights. For Flash dashboards, the Web Server will first upload a Flash dashboard viewer component to the end user browser (called DashboardViewer. Now offering. Select your custom visualization. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Create a Report Services Document in MicroStrategy Tutorial 2. Add static text. If you select Not in List, then the attribute elements in the Selected list will not be included in the threshold condition. Go to Advance Formatting > Alignment, uncheck "Wrap Text," and then click 'Apply,' as shown below: Users will notice now that the text is still. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. 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. Document designers also create Report Services (RS) dashboards, as described in Designing dynamic enterprise RS dashboards. In MicroStrategy Developer, double-click the document name or icon. From the Insert menu, select Layout. The Code Editor tab should be open. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. This feature can be used in MicroStrategy Developer, MicroStrategy Web, and MicroStrategy Mobile. Insert an HTML container and insert the script below. Add the two grids to the panel stack next to each other. so you can still create and execute reports, but cannot run the documents/dashboards. Customize the format of the imported document; 3. Insert two images in the dashboard: your grid view image and graph view image. 1 In some business scenario, it is needed to embed graphs into a grid column to make the grid more visualized. In Layout: Select the 'Fit to contents' radio button under the Height section, like shown below. Links work in all modes, except Express Mode, in MicroStrategy Web. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. First, you open a blank document and select a report to use as the document's dataset. MicroStrategy recommends that you use event-triggered schedules in situations where it is important to control which node performs certain tasks. Open the document which has already been created with the grid in it. Select the Show Tooltip (Web Only) check box. This technical note is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy 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. 4. To create a multi-layout document, you add a layout to a document. Below are the steps to enable/disable the settings of data blending: 1. Limit grid elements to those we. Click Advanced, then New to create a custom subtotal. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. Choose Excel and open a workbook. Insert a grid object and stretch it out to the length of the dashboard. Under Categories, expand Display, and then select Null Values. 3) Edit the document and insert a text box or an image in the place you want the Refresh button. Create a Document and add R1 as a dataset. 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 ). You can insert text fields, images, lines, panel stacks, and other controls in a document with the options listed in the Insert toolbar. ". This setting is ideal if you have numerous. The following example will be broken into two sections, setting up the MicroStrategy grid report via MicroStrategy Developer 9. The full block character can be created in a Word document by using the shortcut key 2588, Alt+X or by inserting a symbol and searching for the Full Block character. This solution only allows for a fixed time difference. . For instructions, see Adding panel stacks to documents. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. If the document is rendered in full screen mode by default, the height of the document page should be set to 1334-40=1294. 2. You can modify export options in the User Preferences page. The Information Window displays in MicroStrategy Mobile, and in Express Mode and Flash Mode in MicroStrategy Web. Add a text field using one of the following methods depending on your goal for the text field: •. Insert two images in the dashboard: your grid view image and graph view image. Under Sharing options click on Email Link. Expand the document section where you want the image by clicking the plus sign next to the section name. Auto-text, which is essentially a variable, is replaced by the appropriate information when the report is exported. In MicroStrategy Web a user has the option to add header and footer information at 3 levels. Click the check mark icon. Locate the file that you want and then double-click it. Select Image from the Insert menu, or click the Image icon in the toolbar. On the dataset "Revenue & Discount by Category, Country, Month" create a new derived metric "KPI" defined as follows. Approach. Select to view in Portable Document Format. In MicroStrategy mobile app, height of top status bar is 40 and height of navigation bar is 88. Create a grid that contains elements (attribute elements). 1. Add Selector targetting all reports for Year (drop down). In a report, right-click an object and select Edit Links. The following steps show an example to achieve this with MicroStrategy Tutorial project: 1. Number of Views 366 KB47694: Users are not able to add content to panel stacks in a multi-layout document in MicroStrategy Web 9. 3. '. Go to Insert > Office Add-ins. In this tutorial, you learn how to create a dashboard dynamically using a template and existing. x, users can import reports or entire modules from third-party Salesforce accounts to build MicroStrategy reports, visualizations, and dashboards via the Data Import tool. In the Office Add-ins dialog, click Upload My Add-in. 0. In the upper left part of the Get Info page, notice the following link: Change Cover Page. Switch to the Document Editor to add formatting and fine-tune the document. ( How?) Double-click the Grid/Graph to enable edit mode. To Create the Item Order Form Document. Select Create from File. Stay in the flow and let Copilot help you add more to your document. From the samples, choose Campaign Finance Data and continue. KB47896: Panel stacks as information windows have white space around them when using Google Maps in MicroStrategy Web 9. Formatting options include font, alignment, borders (including 3D borders and drop shadows), text layout. Click the Export to Excel icon in the toolbar. If the MicroStrategy Server name is the same name as the machine name, users can have a. Using Tutorial data: To do this the user must copy their second document into the hidden Objects Templates->Dashboards folder. Extract the &hiddensections parameter:. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. A user requests the execution of a Report Services dashboard. by Alex-Santos. Dashboard is a Graphical view of Report in Flash mode and it is more interactive. browse button So firstly, source field. Open the Report Editor. Report Services Documents in 10. Select the desired Dashboard document and make sure to select Flash (html) as the document format type, as shown below: Click Ok and finish configuring the service as a regular one. Case Functions. 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. The link can also pass selector values from the source to the target. Build beautiful, interactive dashboards with Dossier. Click within the Dataset Objects area to add datasets for the document. Go to the Properties and Formatting window and make both the panel stacks content. Dashboard execution stages can be represented below: 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. Steps to generate and email the link: Right click on the document/ report name in the Shared folder. This enables developers to have a background color for the entire document and keep an aesthetic uniform look. This tutorial demonstrates how to promote user's work directly in the Desktop, share it with other user groups and set access options. Choose to enable this to "True". On the dataset "Generic Metrics List". A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. x. Sample URLs for exporting a Report Services document to PDF are shown below. When you add a new text field, its formatting is determined by the control defaults. You can define the join behavior of each dataset as either primary or secondary. Navigate to the dossier (s) or document (s) you want to push to people's libraries. In MicroStrategy Cloud Express, under the Advanced team, create a new dashboard, like shown below. To log and monitor document data preparation, open the MicroStrategy Diagnostics and Performance logging found under Start > Programs > MicroStrategy > Tools. To change the values displayed on a report, To insert a selector. Click continue again. This technical note is part of How to troubleshoot Dashboard Performance document that can be found in KB19625: Dashboard performance troubleshooting. 2 – Select the desired Metric. To achieve this, go to “TOOLS>Document Properties>Mobile (under Layout Properties group)”. The value from of visualizationKey is. Tile grid map is an abstraction of the map data to solve the issue of difference in sizes causing issues with shading and making it difficult to compare geographic information. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Excel: This allows the user to export the document to Microsoft Excel in . The impact is limited to embedded dashboards in Out of the Box document 'Troubleshooting Center' in MicroStrategy 10. It also serves as a quick guide to the other. Automated Insights (Ai) helps organizations make better business decisions, faster. 2. From a project in MicroStrategy Web, navigate to the folder containing the document. Get inspiration at the MicroStrategy data dashboard gallery. To export a report while viewing it: Click the name of a report to display it. On the left, expand Format and select Alignment. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. If DHTML is disabled: From the drop-down list, under Format, select Legend. 2. A link. All articles. The Page level option only provides a snapshot of each page. It also serves as a quick guide to the other. You can change what is searched by selecting the project or a folder from. x Developers can modify the background color of a layout in MicroStrategy Web. The Code Editor tab should be open. An RS dashboard is a special type of document. This business requirements document template is a quick and easy guide to creating your own BRD. 1. Go to Grid menu > Options and change 'Auto column widths' to 'Fixed column widths. Drag and drop them into the Grouping panel. A link lets an analyst execute another document or report (the target) from a document (the source). Save the document as 'LayoutAlert'. From the Data menu, select Report Data Options. From the File menu, click Open. Select Browse and choose the file you want to use. In MicroStrategy Web 10, there is no SQL View execution mode as there is in MicroStrategy Desktop. For steps, see Starting MicroStrategy Web. Expand the section where you want the selector by clicking the plus sign next to the section name. The fuel for business dashboards is data, so each one needs to have one or more data sources. create a derived metric named "Metric Selector". From MicroStrategy Education, this lesson teaches you how to create create dashboards using templates on the MicroStrategy Web platform. Upon making this selection, the row headers will now be merged. Insert a selector and define the properties so that the selector is on Region and targets R1. Create a panel in the Detail Header section of the document and add the report grid to the panel with formatting. x - 10. Simply download the file, extract its contents, and use it as the basis of your code as you follow the steps. See below: Notice in Developer, you can currently right click on this. Log in to the MicroStrategy Tutorial sample project. To insert a copy of your file into another, embed or link to it. swf), then forward the Intelligence Server XML response to. Excel with plain text: Export the report to Microsoft Excel as plain text. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode 1. 3. In MicroStrategy Developer, double-click the document name or icon. When you create a document, you can specify the data that appears, control. From a folder, right-click the document, point to Run as, and select Editable. Select the hyperlink icon on the text box menu. Save and assign a name to the file like “My_first_connection_file. This technical note is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy 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. We have found that educated users are more likely to use the product on a daily basis. Paste the CSS for the style and the javascript code into the Code Editor tab. 6. 5. In the template you’ll find the sections including executive summary, project overview and objectives, business requirements, project scope and glossary. Select Browse and choose the file you want to use. When connected to a MicroStrategy environment; How to link from a text box to a dossier Open MicroStrategy Workstation. Format this dashboard yourself with the help of this 2 minutes video. Adding lines. Within the control, click on "Hyperlink" and enter in the syntax of the mail tag. Below is an example of a fully embedded Dossier/Dashboards within MicroStrategy Library. The Properties and Formatting dialog box opens. The following steps describe applying threshold color on Map widget when running a Report Services document with MicroStrategy Tutorial project in MicroStrategy Web 9. Note: You can also set-up Cover Pages by using APIs. Click the Selector icon in the toolbar, and then choose how to display the selector from the drop-down list. See the previous images above to see how the row headers should now appear. A control can be any of the following: •. Click OK. Link or Embed a file. 4. Search Box selector: In this new style selector as we type in the search box for an element it shows the matching list of elements so the user can select among the displayed. Listbox. Run the document in Interactive Mode. If the designers do not have access to the image, they cannot see the image while creating the document. The MicroStrategy Web JAR files can be found under: MicroStrategy Web Universal (JSP): {web_root}/WEB-INF/lib directory. Type the HTML syntax in the Hyperlink box. x: In MicroStrategy Web, create a new report with attribute Store in the row and metric Cost in the column. Design the document so that it perfectly fits iPad Air 2 landscape mode. Click the vertical eclipse icon (More) on the top right of the visualization. Video Tutorial - Installing a Custom Visualization for use on MicroStrategy Dashboards. 4) Right-click on the text box and select Edit Links. x reports display the 'Metrics' column on the report grids by default. After converting a VI Dashboard to a document, the ‘Export to Excel’ option is not available when executing the document: CAUSE The ‘Export to Excel’ option is disabled by default in converted documents. To hide or display column or row headers. To add objects, you. [2] To create a new document, click New in the file menu. Word cloud visualizations can be a powerful business tool. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. In the detail header section, add a grid with Year in the row and Cost in the column, add a text box with the text "TEST", drag the attribute Year to the Grouping,. When data is imported from a non-MicroStrategy source in MicroStrategy Web, the data is mapped to define attributes and metrics, and then published as an Intelligent Cube. You can also import an existing document's layouts into another document; for more information, see Importing layouts into a document. Multi-select the dossiers (press and hold the Ctrl key for Windows and Command key. In MicroStrategy Web, open the document in Design Mode. MicroStrategy Intelligence Server receives the dashboard execution request . How to embed horizontal bar graphs into a column of a grid in Report Service Document in MicroStrategy Developer 9. Add the desired amount of layouts to the document. 1 does not fully wrap the texts in the Grid Header of the existing document, thus truncating. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. Select the Copilot icon in the left margin of your. The Report Data Options dialog box opens. Non-English Characters . Click in the desired section of the Layout area. b. The real-time information from the web or the formatted HTML is displayed within the HTML container, in the following modes in MicroStrategy Web: You can create HTML containers using either of the following methods: You can display a website by typing a URL in the HTML container. Using the export to excel option from the grid header outputs an Excel file with the full-screen content of the dashboard even though the desired content was only a grid from the dashboard . Drag and drop your document to your Dashboard or upload it from cloud. Add the desired amount of datasets to the document. If you use a key, you must obtain it using code or get it from the HTML. Zebra BI in Excel. 5. Live Demo Office August 23, 2023. Define a link to R2 and for the prompt resolution for Region prompt select "Answer Dynamically". A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. Advanced color threshold — The Advanced Threshold Editor displays a list of all thresholds currently defined for a visualization. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. You can insert an image such as a logo into a document. In your blog editor, begin writing your post. 1. To combine two documents. The Export to Excel dialog box opens. In Design Mode, a document designer adds widgets to a document and defines them. ( How?) From the Data menu, choose Report Data Options. MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer,To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. The refresh behavior preference can be set to a different default value using a system defaults change with the MicroStrategy Web SDK. Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. Here : Category. It is based on MicroStrategy Tutorial. Select the "Create From File" tab and then click "Browse. Tile grid map is an abstraction of the map data to solve the issue of difference in sizes causing issues with shading and making it difficult to compare geographic information. In this tutorial I show you how to create a beautiful dashboard that incorporates the ESRI mapping widget. 4. Menus make it possible to visualize many. Run the Dashboard and now the two grids scroll. A document with ‘Year’ in Grouping, and attribute ‘Year’ in row, metrics ‘Revenue’ and ‘Cost’ in column as shown below: Contents divided by ‘Year’ are separated with empty rows but exist in same sheet as shown below:To upload a Word document to your WordPress site, you’ll need to first login to your WordPress Dashboard. Instead, users may observe that the tooltip displays, for example, "Metric: Revenue" when hovering over the object in the Report Objects or Datasets. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. : You cannot insert a section into the Detail section. There are two ways to insert an image through MicroStrategy Web interface directly: 1. 2. The impact of the issue described in this document is limited to report services documents being run on Android devices that were created using one of the iPhone or iPad templates in MicroStrategy Web 9. x-10. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. x using multiple events event. 4. ACTION Getting started with documents 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. The user can do this by importing the layout of the second document into the first document. To insert the new section: Above the selected section, select Insert Section Above from the Insert menu. From the Home menu, select Export. To copy an existing panel, right-click the panel stack, point to Panels, and select Display Next or Display Previous to display the panel to be. Right-click the control and select Properties and Formatting. Create a simple dashboard in MicroStrategy Web and insert an image. To Create the Item Order Form Document. If the document is rendered in non-full screen mode by default, the height of the document page should be set to 1334-40-88=1206. • Chapter 3, Creating Dashboards and Visualizations describes how to create and format a dashboard, and ad d visual representa tions of the dataTo add a tooltip to a control. Open a document in the Document Editor. source field 2. Adding lines. When the dashboard is run in Flash mode, it will display as follows: Click on the Button bar selector and the information window will appear. A single panel is automatically added to the panel stack. From Editable Mode, click the Design Mode icon on the toolbar. Add R1 to the Detail Header as a grid. Dashboard Templates Overview. ACTION. Check available Attributes OR; Use View Filter grid > [+Add Condition] to open a list of. 4. File Explorer (Finder on Mac) will appear. Dashboards, which are a type of document, provide a lot of interactive graphical features to enable exploration of the data at several levels of detail. When you specify an image by supplying the source field with full path to the file, then the referenced file is linked and the image will be sourced from specified location. I could read on the MSTR site that the difference between Dashboards and Documents is the following: Document is a editing and formatting of report in a prescribed manner.