also go to intelligence server configuration and make sure the worker set XML is at optimum level. All the forms for the selected attribute will be displayed. In MicroStrategy Developer, open the folder that contains the attribute to modify. This article will not discuss the hardware. Synapse Analytics leverages a scale out architecture to distribute computational processing of data across multiple nodes. To apply the selections as a slice, clear the Apply selections as a filter. 2. It allows users to retrieve more information after the document has been executed. 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. VLDB settings 4. The Insert Layout dialog box opens. 4. Inside 'Panel1', add a grid by clicking Insert 'Grid. This can give you insight into tuning advanced report-related project settings. This Knowledge Base articles provides some best practices for trying to improve large cube performance in MicroStrategy. Use Aggregate tables 2. col1, s1. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Click in the desired section of the Layout area. If the designers do not have access to the image, they cannot see the image while creating the document. ; From the Schedule drop-down, select a schedule or. 2 by default. 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). To access documentation resources on Windows. If the document contains multiple layouts, click the tab of the layout whose printing options you want to modify. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. Autostyles based on one document can be applied to another document in order to change its formatting or appearance. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. wherer as report filter is applied in the calculation itself i. 3. Select the theme and click OK. Use this tab to select either automatic or fixed column widths. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. General hardware recommendations. To dynamically alias a metric, follow the following steps: Right-click on the header and select "Rename/Edit" as shown below. On the My Subscriptions page, under the Email section, click Add email subscription. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. Click the link for the desired manual or other documentation source. This kind of document caches cannot be deleted by executing outline "PURGE ALL CACHING IN PROJECT "<Project Name>";" in MicroStrategy Command Manager 9. 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. Many times, a MicroStrategy Web environment that is running poorly can see an improvement in. Ad hoc query. Tell a story with your data using the dossier chapter/page format. Type the pop-up text in the Tooltip field. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. Select the theme and click OK. Interact with the data in real time (with targeting, filtering, and more). A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. To configure export settings in MicroStrategy Web. . 1. It’s the collision of two worlds: technology and magic. These documents can be executed in PDF, seen in MicroStrategy Web and exported to Excel. To do this, click in a blank area in the section. This document briefly summarizes commonIn MicroStrategy Narrowcast Server 9. Selecting the display theme for a document . When you select a large amount of data in a filter, the document produces the errors shown below in both the browser and console. 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. It is possible to pass a specific attribute element to a new prompt from one document to another document using URL API in MicroStrategy Web in MicroStrategy 9. Dashboards in MicroStrategy Web. From a project in MicroStrategy Web, navigate to the folder containing the document. Click the MicroStrategy icon, and select Create Document. MicroStrategy Library is an interactive application of the MicroStrategy Business Intelligence platform that lets business users harness the analytical power of MicroStrategy in a simple, clean and modern user interface. Click Click here to start a new qualification to begin to create a new view filter. The Export to Excel dialog box opens. When you export a report, you move a copy of the report into. Type over the existing text or add new text. 0. Keynotes, product sessions, and sneaks into the next disruptive technology. Prior to MicroStrategy 9. About prompts. This icon becomes visible when you point to the name of the report or document. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. 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. Visit the data visualization and data dashboard galleries for inspiration. Click on Dossiers in the left panel of Workstation. 0, it is possible to add dynamic tooltips to text boxes in Report Services documents to display a summary of data in all three DHTML modes (Editable, Interactive or View). Right-click any blank area of the document section to hide in Web, then select Properties and Formatting. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. Click Certify. X . You can also apply custom themes to an object. 4. The term "versioning" has two different meanings in a MicroStrategy context. To update the cover pages for Report Services Documents: Go to Workstation. Click within the Dataset Objects area to add datasets for the document. Additionaly, pictures can be inserted borders drawn in the document. You can search, view, and edit all project-level settings. Generate Oracle AWR report or monitor the database to identify the low performance query. These MicroStrategy Web features are discussed briefly in the topics listed below. x - 10. Intelligent Cubes can function in a similar fashion to result caches: they allow you to store data from. However the setting only takes effect for. To size a control. Right click and select New and then Schedule. Click in the desired section of the Layout area. The MicroStrategy for Office add-in enables you to use Microsoft Excel to connect to data in MicroStrategy. Expand the document section where you want the image by clicking the plus sign next to the section name. Place Intelligence Server close to the both the data warehouse and the metadata repository. 4. 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. 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. Formatting text fields. Use developer tools to view the HTML so that you can find the element ID for the group-by element. x. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. The comments written get saved when saving the report or document for which they are. Editable mode allows the designer to work in a "What You See Is What You Get" environment, so that every applied change is immediately visible on the screen, with no need to switch. Click OK. 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. 3 : From the Format menu, select Properties and Formatting. Installation on the Desktop. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. The same report accessed in web. In MicroStrategy Developer, double-click the document name or icon. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. •Integrity. The HTML tags format the first line as a heading 2. 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. Export the document from the original project. 1. In MicroStrategy 10. In MicroStrategy Web 2019, reducing the size of your browser while viewing a dossier in presentation mode causes the information to be truncated. For a document, edit the document in Design Mode or Editable Mode. A Grid/Graph acts as a standard MicroStrategy report. During the data load process, Enterprise Manager gathers metadata from projects, transfers metadata and statistics information from staging tables into the Enterprise Manager repository, and converts raw data into a form that can be. 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. 3. Notice surprising patterns with visualizations. The data from the report is used to populate the Grid/Graph. The modules can be mapped to a different warehouse, used as starter kits to develop custom applications or used as a source of reporting ideas for designing effective grid reports, graph reports, documents, and dashboards. In MicroStrategy Developer, choose File > New > Report. 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. You use the authorization token returned in step 1 as the value for X-MSTR-AuthToken and provide the project ID. If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode. 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 view a document in your content library, click on any of the object tiles that have a Document icon. 2. Toolbar Options. The setting to enable or disable "Total" in a page-by is located in the "Advanced Subtotals Options" dialog box. Inserting selectors into documents. Partial or Relative Path. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. This is how the behavior is set and displayed from within MicroStrategy Developer 9. The Document Editor has multiple toolbars you can use to access different document features. Open a report. Click on "Properties and. Check the Certified option and click Ok. This feature, however, might be distracting when designing or viewing a Free-form layout. ( How?) Select the control and do one of the following: Size the control on the Layout area: Select the control, and drag any of its red sizing handles to its new size. ; Type a name for the subscription in the Name field. In MicroStrategy Web 9. When you delete a layout, it is removed from the document. Select Load chapters on demand or Load pages on demand from the Execution Mode drop-down. 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. In the Layout category in the Preferences dialog box, select the Re-calculate legend size automatically when data changes check box, and then the Reposition chart frame and legend check box. 215 Embedding Analytics with MicroStrategy REST API 2022. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. First, you open a blank document and select a report to use as the document's dataset. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. In the document layout area, right-click the text field that you want to format. The second line is displayed in a blue Courier font by the HTML tags. Formatting options include font, alignment, borders (including 3D borders and drop shadows. 3. When you move the cursor to the Layout area, the pointer becomes crosshairs. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. MicroStrategy SDK 2022. 9. All articles. Users can wrangle, model, and enrich your data from PostgreSQL, as well as blend with other data sources. 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). Click the name of a grid report to execute it. txt file). For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. 1. ) User can now select the Gotham Medium font in Developer. Getting started with documents. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. Dedicate a machine for the metadata repository. The document has one layout, is grouped, and the page-by selections are set to all. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. The owner usually defines the permissions for how the object can be used and by whom. Useful Design TechniquesTo hide the 'My Reports' link after the Administrator has enable this feature, users must follow the steps below: Log into MicroStrategy Web as a user with web administration privileges. 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. From the Home menu, select Page Setup. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. The dataset appears in bold text. For example, each member of a team of document designers creates complex documents for his own department, such as human resources or finance. You can select more than one dataset report to include on the document. 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. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. Self-service support. Note: More elaborate programs will require additional library files and are out of the scope of this document. •. So firstly, source field. Right-click the document name or icon, and select Edit. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. To enhance PDF viewing performance, open Acrobat Reader before opening the document. In MicroStrategy Web, if you do not own Distribution Services: In a report or document, from the Report Home or Document Home menu, select Add to History List or Add to Mobile. x and 10. ( How?) On the Insert menu, point to Selector, then choose the selector style. The PDF that results from this selection is called a page of the original document. 0: Schedule administrative tasks to be performed on all nodes of the cluster. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. x. With effect from version 9. On the Attribute Forms editor, click the Current Attribute drop-down and select an attribute. Right click on a Report Services Document. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). By default, the document opens in Presentation Mode. The Excel File will contain only the selected Grid Object data from the Document. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. In the Datasets pane, select the object or objects by which to group. This will open the “Who has access” section: In the text field, users can type any group or user name. Excel: This allows the user to export the document to Microsoft Excel in . Users must have the "Add Notes" privilege to add new notes, but they do not need write access control on the document. 3. Navigate to & expand System Pickers, then select fontPicker. 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. Click Apply. The folder where the product you want to use to accesses the image. Use Index on all Key columns ( for conditions from WHERE clause,. A common requirement is to have a link in the second Report Services Document to return to the first report. 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. Click the Export to Excel icon in the toolbar. In MicroStrategy Web, open the document in Design or Editable Mode. x users have the ability to disable this option. Click any report you wish to execute. From the Data menu of the Document Editor, select Edit View Filter. To get all of these features and security updates, you can download the latest release from the MicroStrategy Resource Center to on-prem deployments, or access MicroStrategy on AWS or Azure via the MicroStrategy Cloud Console. For tuning details, see the appropriate section in the Installation and Configuration Guide. Navigate to the folder to save the file in, then click OK. On the Freeform Sources tab, select Create Freeform SQL report. this is the memory MSTR uses for worker set. Set the selectors S1 and S2 to target the three grids at the same time. Click on a dossier. KB426596: In MicroStrategy Web 10. To change the mode, click its icon on the toolbar. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. The Properties dialog box opens. Click the document name or icon. Right-click the control and select Properties and Formatting. Select or multi-select users as recipients of the dossier. Visit the data visualization and data dashboard galleries for inspiration. 213 SDK for Customizing Analytical Applications 2022. Formatting Colors, Shading, and Effects in MicroStrategy Developer. Inserting images in a document. The ODBC connection uses 3. It assumes that you are familiar with designing MicroStrategy reports and documents and have the necessary privileges to do so. 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. The datasets available to a document determine its content. When you move the cursor to the Layout area, the pointer becomes crosshairs. From the Format menu, select Apply Document Theme. 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. •Command Manager - Performs various administrative and application development tasks by using text commands that can be save as script. When selecting a font to format a grid report or document in Developer, the. In the folder list, right click on the report > Share > Show HTML. If the document is open in Presentation Mode, click the menu icon on the right, and select Edit. A Control Document, also called an Execution Control Document, is a plaintext document containing information formatted to a specific syntax which allows various message properties to be set or overwritten. 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. The Custom Group Editor appears. Analyze the low performance query using DBA knowledge, add. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. Action. Insert an HTML container and insert the script below. For background information on datasets, see Using datasets in documents. Right-click the section and select Properties and Formatting. The Format Objects dialog box opens. 2, user can apply a formatting theme to an entire Report Service document or to a specific object, such as a selector or text field, on a Report Service document. 5+: Preview Dark Mode. Collect statistics on the tables 5. Enter the offset of the drop shadow, in points, in Drop shadow depth. If the Export to PDF icon is unavailable, you must select PDF as an export format. Properties and Formatting Dialog Box: Grid. jpg. The dataset appears in bold text. From the Language drop-down list, specify the language in which to display MicroStrategy Web pages. From the Home menu, select Export. This article explains how to create a . A prompt allows a user to provide an answer to restrict or filter data during report execution. 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. 2. A selector can change panels, another selector, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. Interact with the data in real time (with targeting, filtering, and more). Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. The document opens in PDF View, in Acrobat Reader. Select the Outline checkbox and click OK. Create a Report Services Document in MicroStrategy Tutorial 2. Enable document caching to generate the document only. P81, was entitled "MicroStrategy Narrowcast Server System Sizing Information" and was marked "MicroStrategy Inc. Go to Properties and Formatting > Layout, change the width and height so the container is larger than the HTML body, including margin. Add content to an existing document. To create a conditional format based on the contents of a text field. x reports display the 'Metrics' column on the report grids by default. Documents have a series of icons at the top of the page. 421 Advanced Mobile Applications. To do this, click Grid > Automatic Column Widths, as shown below: Drag the column handles and adjust to the desired width. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. 9 and 10. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:To control whether the user wants to see such rows, two new settings have been introduced in MicroStrategy 9 as seen below: Note: This window can be accessed by going to the document editor ->Format ->Document Properties. Report and document URLs can be included in Report Services documents to link to specific reports and documents. If the document contains multiple layouts, click the tab of the layout to change. To export a report while viewing it, click the name of a grid report to display it. 2. Therefore, prompts allow report designers to create reports that let users change the report content at run. 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. For details to set preferences for Report Services documents, see Report Services Preferences. In MicroStrategy Web, log in to the Tutorial project. Now that that’s settled, let’s jump into some best practices for dossier authoring. Dedicate a machine for the metadata repository. On the Freeform Sources tab, select Create Freeform SQL report. The highlight on hover is enabled in Presentation mode by default to indicate the viewer’s mouse focus. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. From the Home menu, select Page Setup. Custom groups enable users to view specific elements based on a metric or specification. 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. Documents in MicroStrategy Web have the same functionality as documents in MicroStrategy Developer, such as viewing, printing, and exporting. link MicroStrategy users and groups to users and groups from sources such as Windows NT, LDAP, or a database: LINKTOEXTERNALACCOUNT:To send a report or document to a network folder on a schedule. In MicroStrategy Web, open the document in Design or Editable Mode. To format numbers in text fields. For reports and documents, the owner is also listed on the Details page. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. 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. * MicroStrategy does have support for dynamic sourcing with MDX sources. x. Starting in MicroStrategy 2021 Update 8, Applications Architects can define any dossier as a template. 4. In the Grouping panel, right-click the grouping field on which to enable page-by. The PDF View of the document is shown in the following image. ; Type a name for the subscription in the Name field. From the Insert menu, select Text. You can insert an image such as a logo into a document. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. 2 : If the document contains multiple layouts. To sort the data in descending order, click Sort. 3. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. To export a document template. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. 2. 2. In MicroStrategy Web, on a folder page, hover the mouse cursor over the object and click Subscription. A line appears in the Layout area to divide the sections. To see sample documents in MicroStrategy Web: 1. World23 — It’s true, MicroStrategy World is back IN PERSON. To export a report while viewing it: Click the name of a report to display it. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. Select the theme and click OK. Refer to the following MicroStrategy Knowledge Base document for more information: KB30866: New feature in MicroStrategy Intelligence Server 9. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. wherever you want on the canvas and use the layers. Select Add Subscription for the type of subscription you want.