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. 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. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. To update the cover pages for Report Services Documents: Go to Workstation. 710 Introduction to Data Science 1 112 1 4 hrs 4 hrs ARCHITECT PASS 2022. Click OK. Exporting creates a package file with the extension . Right-mouse click on fontPicker and select New Shortcut. 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. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Include bookmarks in the PDF. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. When you execute and view a report in MicroStrategy Web, the interface allows you to manipulate and explore the report data you are viewing. The Prompt Ordering dialog box opens. Select one of the following export formats: To export the report to an Adobe PDF file, select PDF. Click Certify. You can select more than one dataset report to include on the document. KB440273. From the Insert menu, point to Selector, then choose the type of selector to add to the document. Display map markers as static images in the visualization, or display the map markers as dynamic bubbles. In the Grouping panel, right-click the grouping field on which to enable page-by. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. If you are adding the image to the document in MicroStrategy Developer, then MicroStrategy Developer must also be able to access the drive. Position the MicroStrategy Developer window and the Document Editor window to view both windows at the same time. Additionally, using Workstation, Administrators or Architects can set a template as the default for a project. Follow below steps to apply the. In MicroStrategy Web, open the document in Design or Editable Mode. For an introduction to prompts, how prompts save the report designer time, and how prompts work with MicroStrategy security filters, see the. For more information and full documentation regarding the release, visit the What’s New section of. Documents have a series of icons at the top of the page. A cache is the stored results of a document query that has already been executed. The default engine version of MicroStrategy 2021 is AE13. 155. Adding Text and Data to Documents. To format numbers in text fields. To Export a Report or Document from the History List. Click Field to open a drop-down menu of the attributes and metrics on the Grid. 1. See To copy a document between projects for a detailed procedure. 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. '. Toolbars are mostly divided by workflow—the Insert toolbar, for example, lists the different. mstrc) is a text file that contains all of the information needed to connect Workstation to a MicroStrategy environment. 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. 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. 4. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. The HTML tags format the first line as a heading 2. The key features of MicroStrategy platform are –. When you return to the Document Editor, the dataset is added and displayed in the Dataset Objects panel. Custom groups enable users to view specific elements based on a metric or specification. 2. Place Intelligence Server close to the both the data warehouse and the metadata repository. In this case, change both to 116px (with 8px default left/right/top/bottom margins. 2. 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. 215 Embedding Analytics with MicroStrategy REST API 2022. This feature. Place the "Top 10 Customers vs All" (as is done with an attribute), the "Percent to Total Customers Revenue", and "Revenue" on the report and the result will as shown in the screen shot below: Users can create a report. In this Example we will use the MicroStrategy Tutorial Project using a Time Dimension Attribute going across along with the metrics where any other non-Time dimension attribute going vertically, without repeating Attribute values. 3. Go to Properties and Formatting > Layout, change the width and height so the container is larger than the HTML body, including margin. Stay in the flow and let Copilot help you add more to your document. KB442449: Dossier Performance: Connect Live performance considerations. MicroStrategy Report Services, the enterprise reporting engine of the MicroStrategy BI platform, enables the creation and viewing of pixel perfect, highly formatted documents, scorecards, and dynamic dashboards. For tuning details, see the appropriate section in the Installation and Configuration Guide. You can modify export options in the User Preferences page. Scorecards, dashboards, and reports can be explored and delivered on desktop, the Web, mobile devices, and the Cloud. Export the document to a PDF file, Excel spreadsheet, or HTML file for further analysis. Change the data of the report and re-execute it. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. This document was created by thorough research and customer site visits to understand different customers’ use cases of Snowflake with MicroStrategy. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. MICROSTRATEGY INCORPORATED SEC File Number 000-24435 Address of Issuer 1850 Towers Crescent Plaza Tysons Corner VIRGINIA 22182 Phone (703) 848. Add metric "Yesterday" to the document section as dynamic text. MicroStrategy Web Universal (J2EE) Tuning actions for the J2EE version of MicroStrategy Web Universal vary according to the Web server you are using. 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,. This article will not discuss the hardware. A report can link to a document instead of another report, as shown in the example above. To print a MicroStrategy Web report: 1. 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. Save the image in the images folder where the. 413 Advanced Documents: Interactivity and Joining Datasets 2022. The data from the datasets is used to populate the report. If you use Enterprise Manager, dedicate a machine for the Enterprise Manager. Dedicate a machine for the metadata repository. Click the General tab. JSON length allowed in the POST request of exporting in the. The URL API call is normally used to pass the prompt answers from the first report to the second Report Services Document. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. This is because editing a dataset report affects the MicroStrategy report that the dataset is based on. In the initial release of the MicroStrategy app, users can change the look of the app by switching to the Dark Theme under Preferences. In the Office Add-ins dialog, click Upload My Add-in. Templates provide a starting point to users creating content, as they can contain a predefined layout, corporate logo, cover image. Collect statistics on the tables 5. 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. x users have the ability to disable this option. Open the Report Services Document in design view. First, you open a blank document and select a report to use as the document's dataset. Download the zip. 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. 215 Embedding Analytics with MicroStrategy REST API 2022. Read the parameter as per:Creating multi-layout documents. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. In MicroStrategy Web, open the document in Design or Editable Mode. 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. Double-click the attribute to edit. e report filter is applied in the where clause of the Sql. Dynamic Custom Group in Dashboards or Dossiers. Click the menu icon on the right, and select Print. WHERE (col1, col2) in (SELECT s1. The HTML tags do not apply to the text until the document is displayed in MicroStrategy Web. Report Services Documents in 10. This icon becomes visible when you point to the name of the report or document. xls format. mstrc file, users can simply import the file and enter their credentials, and then they will be connected to a MicroStrategy On-Premises Environment. In MicroStrategy Web, open the document in Design or Editable Mode. MicroStrategy Basic Reporting Guide is a comprehensive manual that teaches you how to create, execute, and analyze reports using MicroStrategy. 3. MicroStrategy Professional Services offers a service to tune customer environments including the optimal heap size and garbage collector parameters. View Documents. You can modify options such as paper size, borders, section display, and horizontal overflow. To access documentation resources on Windows. The add-in introduces the ability to import and refresh reports and. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. To print all of the pages in. 0 Tuning Guidelines" to Papp. As of MicroStrategy 2020, dossier’s free-form layout allows you to place your visualizations, text boxes, images, selectors, etc. The datasets available to a document determine its content. Right click the Regions column header and select Advanced Formatting. High-quality, Pixel Perfect™ documents allow you to display your business data in a user-friendly way that is. x. In the Source area, select a database instance for the database to access using Freeform SQL. Custom groups enable users to view specific elements based on a metric or specification. 4. The Insert Layout dialog box opens. x The first step in analyzing the performance of Intelligent Cube Publication is to look at the post-execution SQL view of the initially published Intelligent Cube and understanding the breakdown. For details to set preferences for Report Services documents, see Report Services Preferences. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. There are two ways to insert an image through MicroStrategy Web interface directly: 1. Select Grouping Properties. 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. Search for users or add users by clicking on the add icon. MicroStrategy Office is a comprehensive guide that covers how to use the MicroStrategy platform with Microsoft Office applications. Therefore, prompts allow report designers to create reports that let users change the report content at run. 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 dataset appears in bold text. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. Flip. In the PDF Options dialog box determine the report scaling and orientation, and press Export. Change the formatting of the percent to total with the appropriate settings (decimal places, negative value formatting, etc). The owner usually defines the permissions for how the object can be used and by whom. Open MicroStrategy Developer 10. Follow the steps below to split a dataset displayed as a grid in a Report Services Document:Create a Report Services document using R1 as the dataset, drag the grid into the detail header, and execute the document in PDF view. When user selects nothing, both text box will be hidden so nothing displayed. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. Yes, it's true. On the Freeform Sources tab, select Create Freeform SQL report. A Grid/Graph acts as a standard MicroStrategy report. In MicroStrategy Developer, double-click the document name or icon. You can use MicroStrategy Web to create a Grid/Graph that contains. 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. The comments written get saved when saving the report or document for which they are. Open Microsoft Office on the web. A prompt allows a user to provide an answer to restrict or filter data during report execution. this is the memory MSTR uses for worker set. In the Property List Window, set the 'Hide if empty' value to 'True. 4. . You can modify certain settings in the MicroStrategy Web server machine or application for best performance. Document Editor. Expand the document section where you want the image by clicking the plus sign next to the section name. 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. From the Home menu, select Page Setup. In the "Format: Template" window click on the "Color and Lines" tab. In the drop-down list at the top left, select the metric that you want to copy the threshold to. 2. x, it is possible to use dynamic content from a grid report inside a Control Document. Drilling is available for Report Services Documents starting in MicroStrategy 9. The My Subscriptions page opens and displays a list of your subscriptions. Chance the cover page to an image of your choosing. Click any report you wish to execute. 0: Schedule administrative tasks to be performed on all nodes of the cluster. 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. For reports and documents, the owner is also listed on the Details page. To Create a Custom Group. When subtotals are enabled on a Microstrategy Desktop report, attributes in a page-by are defaulted to display "Total" as the last option in the drop-down box. Selecting a display theme for an object The Light and Dark themes quickly change the overall look and feel of the selected object. Likewise, if a report used as a dataset report is edited outside of the Document Editor, those changes will affect the. The first document was technical document entitled "Narrowcast Server 7. Here is what the report looks like in Developer : When exported to Excel the results are as follows:Go to Tools -> Report Options (Document Options in the case of a document/dashboard) Navigate to the Delivery tab, where the following 3 options exist: Select “Only allow specific users to subscribe to this report”. To "float" the Grid/Graph on top of the background, apply a. A prompt allows a user to provide an answer to restrict or filter data during report execution. A line appears in the Layout area to divide the sections. To add a section to a document. To specify the export options in a document. The dialog box for Options for PDFs opens. For a list of auto text codes, see Displaying document and dataset information: Auto text codes. Excel with plain text: Export the report to Microsoft Excel as plain text. Refresh the page, check Medium ’s site status, or find something interesting to read. You can modify certain settings in the MicroStrategy Web server machine or application for best performance. 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. Open up the same document in MicroStrategy Web 10. 013 Developer (DVL) 2 2022. In a document, you can display a report by adding a Grid/Graph to the document. In MicroStrategy 10. Excel: This allows the user to export the document to Microsoft Excel in . Alternatively, you can add documents from a. The following figure displays the SQL. Click the MicroStrategy icon, and select Create Document. Advanced color threshold — The Advanced Threshold Editor displays a. 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. 4 when having two separate search boxes searching on two different forms of the same att… Number of Views 527 Constructing URL API to run a Report Services Document (RSD) with a specific. Select the theme and click OK. For descriptions of the various options, see How to Email a Report or Document. 0: Schedule administrative tasks to be performed on all nodes of the cluster. Dedicate a machine for the metadata repository. Drag and drop them into the Grouping panel. However, when characters such as '%' percent, ':'. 4. It also helps configuring the data interaction between one object and the others. Check the Certified option and click Ok. Click. Right-click the text field to be formatted, and select Format. ( How?) Double-click the Grid/Graph to enable edit mode. Computation is separate from storage, which enables you to scale computation resources independently of the data storage in your system. •. This checkbox is cleared by default. 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. Creating widgets. In the upper left part of the Get Info page, notice the following link: Change Cover Page. Information is. When you add a new text field, its formatting is determined by the control defaults. Document Editor:. If the document is not grouped, no bookmarks are generated. Interact with the data in real time (with targeting, filtering, and more). From the Tools menu, select ExportDocument Template. Perform one of the following: •. The object uses a black Tahoma font and the Forecolor option is the color of the font. Select the Dropdown Icon () on the right-hand side of the title bar. 3. To manage your subscriptions in MicroStrategy Web. When you move the cursor to the Layout area, the pointer becomes crosshairs. How to change highlight color for a grid elements when used as selectors for Report Services document DHTML mode in MicroStrategy Web 9. To analyze the cache hit ratios for prompted jobs, select Prompted jobs at the prompt. In MicroStrategy Web, open the document in Design or Editable Mode. A dataset is a MicroStrategy report that is used on a document. You must perform the following general steps to add a prompt to a document: 1. 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. MicroStrategy Web 8. A user may want to move the objects in smaller or larger increments. Choose Recipients of the subscription and click Next. 0. Analysts can use page-by when viewing the document in MicroStrategy Web or when viewing the PDF version of the document. Click the location in the layout area to add the selector to. Download the PDF manual and get started with MicroStrategy Office today. General Preferences. See Defining selectors. The Browse for Folder dialog box opens. The editable mode is a fantastic resource for fine-tuning the layout of a document. 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. Additional performance tuning best practices for OLAP Services are provided in the System Administration Help. The document opens in PDF View, in Acrobat Reader. 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. For steps to create custom themes, see Creating custom display themes. If you use Enterprise Manager, dedicate a machine for the Enterprise. Here, you can select the way that you want to export grid reports, graph reports, and HTML documents. 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. 2. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. 10. About prompts. The second document, Ex. You can also use dynamic images in. Show Title Bar: Determines whether the title bar of the selector is displayed when a user views the document. Make the necessary changes to the document and then save and close the document. When configuring your network, follow below best practices: Place the Web server machines close to the Intelligence Server machines. You can group information in a document using the Grouping panel, located above the Layout area in the Document Editor interface. To format numbers in text fields. 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. Choose Empty Document. x. That is, the document is grouped first by the leftmost object, then by the object to the right, and so on. Type over the existing text or add new text. MicroStrategy out-of-box provides two display themes: The Light theme and The Dark theme. 3 : From the Format menu, select Properties and Formatting. This document provides a list of settings that Administrators can tune to help improve Cube Publication times in MicroStrategy Secure Enterprise 10. For more details, see Data Engine changes in MicroStrategy 2021 release. If only one layout remains, the Document Header/Footer replaces the Layout Header/Footer. By default, the document opens in Presentation Mode. Create a metric selector S2. 9. About prompts. Details: With the Data Import functionality, MicroStrategy imports data from Snowflake into our fast in. Choose the option Get Info. Select Add Subscription for the type of subscription you want. Drill on an item in a graph. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. The document opens in PDF View, in Acrobat Reader. Using Subscription Monitor in MicroStrategy Developer. xls format. NET): Program FilesCommon FilesMicroStrategy directory. To edit a document in Design Mode, from a folder, right-click the document and select Edit. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. For reports and documents, the owner is also listed on the Details page. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. txt file). From the Data menu of the Document Editor, select Edit View Filter. When you specify an image by supplying the source. To add a tooltip to a control. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. From the Format menu, select Apply Document Theme. 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. From the Format menu, select Apply Document Theme. 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. Select Image from the Insert menu, or click the Image icon in the toolbar. Tuning Suggestions on Db2 database. 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. To edit a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. MicroStrategy Report Services documents offer dynamic functionality and the flexibility to design documents with headers/footers, filters, and prompts. browse button. ; Type a name for the subscription in the Name field. The following clarifies these two possible meanings and their respective contexts:. mstrc. 3 . You use the authorization token returned in step 1 as the value for X-MSTR-AuthToken and provide the project ID. Select the Show Tooltip (Web Only) check box. If the document contains multiple layouts, select one of the following: To print the entire document, select All layouts. 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. Description. 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. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. Each layout will start on a new page. 2. Enter a description for the custom group in the Enter Custom Group Description Here field. x - 10. This is shown in the following MicroStrategy Developer image in which two Month controls, in different document sections, are aligned. MicroStrategy Mobile on an Android Phone. x, grid and graph displays are cut off on the right side. 4. Right-click the selector to update, and select . 4. Details for MicroStrategy Web and Web Universal follow: MicroStrategy Web (ASP. Create and save the prompt. Select Image from the Insert menu, or click the Image icon in the toolbar. 1. 1 and 10. P81, was entitled "MicroStrategy Narrowcast Server System Sizing Information" and was marked "MicroStrategy Inc. (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. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. Note: More elaborate programs will require additional library files and are out of the scope of this document. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. ) User can now select the Gotham Medium font in Developer. The document has one layout, is grouped, and the page-by selections are set to all. Right-click the section and select Properties and Formatting. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy. To apply gradient colors, which blend two colors to create a gradual color change in the background, see Steps to apply gradient colors. To specify the group-by element in a document, you use the gkey parameter in the URL. Tell a story with your data using the dossier chapter/page format. Expand MicroStrategy Web Configuration inside the Application Settings view. Administrators can export the project settings in this tab to a . In MicroStrategy 11.