The PDF that results from this selection is called a page of the original document. In the Run Modes area, select the format (s) in which the document can be exported: •. In Windows, choose Start > Programs (or All Programs) > MicroStrategy Documentation > Product Manuals. Therefore, prompts allow report designers to create reports that let users change the report content at run. NET): Program FilesCommon FilesMicroStrategy directory. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode 1. 9. Administrators can export the project settings in this tab to a . wherever you want on the canvas and use the layers. x reports display the 'Metrics' column on the report grids by default. 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. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. To enhance PDF viewing performance, open Acrobat Reader before opening the document. For details to set preferences for Report Services documents, see Report Services Preferences. Expand MicroStrategy Web Configuration inside the Application Settings view. Use this tab to select either automatic or fixed column widths. x. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. Page-by allows the end user to select and dynamically display elements from a grouping field as criteria for analysis. In the Source area, select a database instance for the database to access using Freeform SQL. 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. (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. In MicroStrategy Web, you can also interact with documents, schedule them, and send them to specified email addresses. Intelligent Cubes can function in a similar fashion to result caches: they allow you to store data from. 1. Report distribution is automatic. Inserting selectors into documents. For descriptions of the various options, see How to Email a Report or Document. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. x, it is possible to use dynamic content from a grid report inside a Control Document. This article explains how to create a . To change the mode, click its icon on the toolbar. x using multiple events event. Auto alerts. To Enable Outline Mode on a Report. 1. also go to intelligence server configuration and make sure the worker set XML is at optimum level. MicroStrategy Desktop 8. For each form listed, select or clear the corresponding checkbox in the Show on Grid column. 4) Run the document in presentation mode. Exporting creates a package file with the extension . The recommended VLDB optimizations for Oracle 11g are listed below. exe" -n "MicroStrategy Tutorial" -u Administrator -p 007007 -f C: estartserver. To "float" the Grid/Graph on top of the background, apply a. To remove a dataset from the document, click the name of the dataset that you want. In the Source area, select a database instance for the database to access using Freeform SQL. Selecting the display theme for a document . You will learn how to use various report components, filters, metrics, and prompts to design effective and interactive reports. Excel: This allows the user to export the document to Microsoft Excel in . In MicroStrategy Web, log in to the Tutorial project. ( you can set 5 Lk for 8. In MicroStrategy Developer, select the document to export. ; Type a name for the subscription in the Name field. Advanced color threshold — The Advanced Threshold Editor displays a list of all thresholds currently defined for a visualization. Once the Grid/Graph has been added to the document, you can: Add additional objects to the Grid/Graph. Advanced color threshold — The Advanced Threshold Editor displays a. 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. We decided to gather them in one placing using our experience and MicroStrategy materials. This section discusses how to analyze your users' requirements, and the ways you can configure and tune your system to meet. 3. To manage your subscriptions in MicroStrategy Web. The Properties dialog box opens. For a document, edit the document in Design Mode or Editable Mode. The data from the report is used to populate the Grid/Graph. We empower you with the skills to get the most out of your analytics investment. For client configuration of MicroStrategy as Db2 client, you can refer to MicroStrategy Support Document for Db2. Click on "Properties and. Additionaly, pictures can be inserted borders drawn in the document. To configure export settings in MicroStrategy Web. 5-2 GB for a Metadata with > 1 million objects and a high transaction load. These documents can be executed in PDF, seen in MicroStrategy Web and exported to Excel. Users can wrangle, model, and enrich your data from PostgreSQL, as well as blend with other data sources. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. These MicroStrategy Web features are discussed briefly in the topics listed below. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an object This kbase article is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy 9. Self-service support. For example: "C:Program FilesMicroStrategyAdministratorCommand Managercmdmgr. P83. Open a document in the Document Editor. 3. This feature. Note: Users cannot schedule reports with prompts unless the report has default answers. Excel: This allows the user to export the document to Microsoft Excel in . 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 documents for data analysis. Controls are shown in the document's Layout area as you design the document. To Create a Custom Group. (MicroStrategy AE) spends more time searching and fetching the report definition and then applies that definition to the intelligent cube. This will open the “Who has access” section: In the text field, users can type any group or user name. x. Information is. To export the report to Microsoft Excel as plain text, select Excel with plain text. 4. Note: By clicking the "Don't show this message next time" option, the "Automatic Column Widths" option must be turned off manually. Right click on a Report Services Document. 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. Visit the data visualization and data dashboard galleries for inspiration. In MicroStrategy Developer, choose File > New > Report. 0 Tuning Guidelines" to Papp. In MicroStrategy Narrowcast Server 9. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. 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. To print a document. In MicroStrategy Web, right-click on a dossier and select Properties. 1. 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. 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. Right-click the selector, then select Properties and Formatting. Report Design - Best Practices: Report filter should be more restrictive than the Cube filter. Administrators are encouraged to consult the following Microsoft. There are several important factors to consider before tuning your. To format numbers in text fields. Note: More elaborate programs will require additional library files and are out of the scope of this document. The PostgreSQL ODBC Driver has the best cube publish performance as it has the highest throughput. Create a grid report in MicroStrategy Web 9. From the Format menu, select Apply Document Theme. When user selects nothing, both text box will be hidden so nothing displayed. Choose Empty Document. 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. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. • Research efficient aggregation, partitioning, and indexing strategies. 3) When you log into the Enterprise Manager project, you can run reports that help you do the following: • Allocate system resources according to data warehouse usage. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. In leveraging these you can review how these changes are impacting your environment during an upgrade to the latest release of MicroStrategy. NET application that can run on both Windows 2000 and 2003 and Internet Information Services 5. ). 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 . Users must have the. Formatting options include font, alignment, borders (including 3D borders and drop shadows. As such, it is subject to any recommendations issued by Microsoft. Select the theme and click OK. Click on a dossier. Exercises: Documents and MicroStrategy OLAP Services. 4. 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. x. In the folder list, right click on the report > Share > Show HTML. When selecting a font to format a grid report or document in Developer, the. From the Language drop-down list, specify the language in which to display MicroStrategy Web pages. 0: Schedule administrative tasks to be performed on all nodes of the cluster. 2. 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. When you delete a layout, it is removed from the document. Users should click the "Next" button to continue. 411 Project. wherer as report filter is applied in the calculation itself i. 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. The Export to Excel option will now appear. csv file to keep a record of their settings, or import a previously save file to apply the setting to a project. . To create multiple. The following figure displays the SQL. ( How?) On the Insert menu, point to Selector, then choose the selector style. Dashboard-style Documents. The governing limit for the Platform Analytics cube is 20 GB out-of-the-box. e report filter is applied in the where clause of the Sql. These factors cannot be accurately predicted, so there may be room for improvement with respect to the default. This document provides best practices on maintaining the MicroStrategy metadata health by controlling the size of the Change Journaling Tables and cleaning up. MicroStrategy Web (. Caching documents. Click. Select the Dropdown Icon () on the right-hand side of the title bar. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. Click Submit to add the new note. Disable Highlight in Presentation Mode. A URL which defines the object's location in MicroStrategy Web. 3. 3 . CONTENT: Enable cube partitioning,. x. From the Data menu of the Document Editor, select Edit View Filter. Click within the Dataset Objects area to add datasets for the document. To edit a document in Design Mode, from a folder, right-click the document and select Edit. In MicroStrategy 11. Click Certify. 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 data load processes. The schedule wizard will be displayed as shown below. Point to Conditional Formatting, then select Advanced. The ability to view or edit certain settings is determined by a user's. In MicroStrategy Developer, choose File > New > Report. 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. The Conditional Formatting dialog box opens. You use the authorization token returned in step 1 as the value for X-MSTR-AuthToken and provide the project ID. When you move the cursor to the Layout area, the pointer becomes crosshairs. Data (attributes, consolidations, custom groups, and metrics) from the document's datasets. 5. 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. In the Run Modes area, select the format (s) in which the document can be exported: •. MicroStrategy Web or Web Universal users log in to a project and request reports from their Web browsers. Event Based Schedules Event based schedules run reports and tasks when the event associated with them is triggered. •. When you return to the Document Editor, the dataset is added and displayed in the Dataset Objects panel. Stay tuned for our next set of releases, especially MicroStrategy 2021 Update 4 scheduled for the end of the year. ; Type a name for the subscription in the Name field. The MicroStrategy Intelligence Server backs up all cache files to disk and must use file descriptors to access them. M icroStrategy Features. If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode. To "float" the Grid/Graph on top of the background, apply a. Table Of Contents MicroStrategy Report Services: Document Essentials 8 ©2011 MicroStrategy, Inc. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. A grid is an essential element of data analysis. 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. 413 Advanced Documents: Interactivity and Joining Datasets 2022. Select 'Export to Excel' to generate a new Excel document. A business intelligence platform offers a complete set of tools for the creation, deployment, support, and maintenance of business intelligence applications. The Grid options are displayed only if a grid or graph is selected. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. From the Tools menu, select Document Properties. Save the report. A URL which defines the object's location in MicroStrategy Web. Go to a new blank line. Users that have the "Edit Notes" privilege can edit notes as described below: Click Edit. 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. You can specify another database instance in this field. Snowflake Specific Tuning Snowflake provides a query profile page which you can use to investigate your queries. Published: Mar 23, 2018. 2. x, grid and graph displays are cut off on the right side. Click the numbered buttons above the report to expand or collapse data for the page. First, you open a blank document and select a report to use as the document's dataset. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. To print all of the pages in. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Mobile - To send the report or document execution to the mobile device. Select Image from the Insert menu, or click the Image icon in the toolbar. You must perform the following general steps to add a prompt to a document: 1. On the left, select Page. Starting in MicroStrategy 2021 Update 8, Applications Architects can define any dossier as a template. 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. 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. KB440273. A cache is the stored results of a document query that has already been executed. Working with data is fun! Recently I found myself obsessed with MicroStrategy’s grid tool. Open Microsoft Office on the web. Build faster,more secure, more resilient applications and develop them quicker than ever. In MicroStrategy Developer, open the folder that contains the attribute to modify. To create a static label, type text: a. For more information and full documentation regarding the release, visit the What’s New section of. The sections below also. Use developer tools to view the HTML so that you can find the element ID for the group-by element. When you apply the visualization to the document in MicroStrategy Web, make sure to check the iPad option in the widget editor and save the document. Alternatively, when the Schedule Manager folder is selected, users may go to the File menu in MicroStrategy Desktop and Select New and then Schedule. If the document is open in Presentation Mode, click the menu icon on. Double-click the document name or icon . MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. From the left, click Export. From the drop-down list of all the Grid/Graphs on the document, select the Grid/Graph to apply the view filter to. "" -n "" -u -p -f. The best practices are grouped into the following sections: •. Type over the existing text or add new text. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Users can directly import a table, build a custom query, or execute stored procedures and scripts. You can select more than one dataset report to include on the document. 2. It allows users to retrieve more information after the document has been executed. Execute the report again and notice the changes to the. Expand the document section where you want the image by clicking the plus sign next to the section name. 3. The Document Editor has multiple toolbars you can use to access different document features. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. 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. This document provides the steps to accomplish the same. To open and interact with a document (in default PDF View) From a project in MicroStrategy Developer, navigate to the folder containing the document. This bypasses the Intelligence Server, which manages and processes Report Services documents. A cache will be created on MicroStrategy Intelligence Server for each individual dataset report(s) in the Report Services document. For formatting ideas, see Formatting suggestions. The HTML tags format the first line as a heading 2. Enable document caching to generate the document only. Related Topics. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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. Click the menu icon on the right, and select Send Now. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. For background information on datasets, see Using datasets in documents. The owner usually defines the permissions for how the object can be used and by whom. 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. You can change the formatting and appearance as described below: For all formatting options and properties, format text using the Property List. See To copy a document between projects for a detailed procedure. 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. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. In MicroStrategy Web, log in to the Tutorial project. 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. x. In the "Format: Template" window click on the "Color and Lines" tab. In MicroStrategy Web, open the document in Design or Editable Mode. 9 and 10. 1. Use Index on all Key columns ( for conditions from WHERE clause,. General Preferences. 5. 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. Consequently, the size of the JVM's heap can affect the MicroStrategy Web deployment. In the General area, specify whether you want to export all layouts or only the current layout by selecting one of the following:To Sort or Pivot Data in a Document. MicroStrategy SDK 2022. Dedicate a machine for the metadata repository. In the original project, create the document to be used as a portable document. 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. Installation on the Desktop. The Properties dialog box opens. MicroStrategy users can directly query your PostgreSQL database using our data import component. txt file). Refresh the page, check Medium ’s site status, or find something interesting to read. x. From the Data menu of the Document Editor, select Edit View Filter. After the layout is removed, the dataset that the layout used remains in the Dataset Objects pane for the multi-layout document. MicroStrategy Incorporated, any security holder of MicroStrategy Incorporated, or the staf f of the Securities and Exchange Commission, upon request, full. x ODBC calls by default. 19. Type the pop-up text in the Tooltip field. x - 10. The document opens in Design View in the Document Editor. Choose Reports/Documents to be scheduled (Answer the prompts, if any) and click Next. Include bookmarks in the PDF. 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. The dataset report of a document contains the MicroStrategy objects that can be. 421 Advanced Mobile Applications. x. The dataset report of a document contains the MicroStrategy objects that can be displayed in the document. 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 . With a . The highlight on hover is enabled in Presentation mode by default to indicate the viewer’s mouse focus. Click the MicroStrategy icon at the upper left of any page and select My Subscriptions. First, you open a blank document and select a report to use as the document's dataset. So firstly, source field. Note: You can also set-up Cover Pages by using APIs. From the left, select General. If only one layout remains, the Document Header/Footer replaces the Layout Header/Footer. From a project in MicroStrategy Developer, navigate to the folder containing the document. In the Document Properties -> Document section, uncheck all available. These icons provide different ways for you to view, interact, and share your document. Data quality. 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. From the Data menu, choose Prompt Ordering. Now that that’s settled, let’s jump into some best practices for dossier authoring. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. Click in the desired section of the Layout area. ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate. A prompt allows a user to provide an answer to restrict or filter data during report execution. In MicroStrategy Web, open the document in Design or Editable Mode. 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. The document opens in Design View in the Document Editor. Do one of the following: For a report, click the name of the report to run it. To specify the group-by element in a document, you use the gkey parameter in the URL. 4. The formatting of the new section is. MicroStrategy Office is a comprehensive guide that covers how to use the MicroStrategy platform with Microsoft Office applications. Create a metric selector S1. From the left, select General. Click the General tab. This allows users to get insights from one map rather than creating two or more maps. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. The Configure Transactions Editor opens. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Click Share > Library Access. 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. To hide entire sections of a MicroStrategy Report Services document complete the following steps: Select the section you want to hide on the MicroStrategy Report Services document. On the upper right of any page, click your user name, and then select Preferences from the drop. The document opens in PDF View, in Acrobat Reader. The document, named document_name. This can give you insight into tuning advanced report-related project settings. We're.