Business Intelligence & Analytics SolutionsThe MicroStrategy Basic Reporting Guide describes the steps for a business analyst to execute and analyze a business report in MicroStrategy Developer and MicroStrategy Web. 1 CONTENTS BookOverviewandAdditionalResources vi Aboutthisbook vii Resources viii Feedback xvi 1. You can sort a group in either ascending or descending order. Direct Cubes over View Reports. 1m Creating. Within the control, click on "Hyperlink" and enter in the syntax of the mail tag. The following steps describe how to create a link to a MicroStrategy Web report in a document so that users can click on the link to execute the report. A sales team might use a business dashboard to connect. MicroStrategy Office, MicroStrategy. 1 and 10. There are various applications of MicroStrategy. Create and save the prompt. For steps to create a Transaction Services report, see the Advanced Reporting Guide. 2. See the Basic Reporting Guide for steps to creating reports. Drilling on a Grid/Graph object in a document is similar to drilling on a report. By creating your own dossiers : Platform Analytics also supports the creation of self-service content (dossiers, reports, and documents) which are based on the out-of-the-box schema and application. We then created a report in either web or developer with our new banding metric along with any desired attributes or metrics we want in our documents detailed section (we chose profit and customers from tutorial for our example)Creating and Managing Devices. Version 10 To ensure that you are using the documentati on that corresponds to the software you are licensed to use, compare this version n umber with the software version shown i Universal, MicroStrategy Office, MicroStrategy Data Mining Services, MicroStrategy Narrowcast Server, MicroStrategy Health Center, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Developer, MicroStrategy Web Professional, MicroStrategy Architect, MicroStrategy SDK, MicroStrategy Document Creation Help. For information on MultiSource, see the Project Design Guide. You can include a security filter as part of an XQuery report to restrict the web services data that a MicroStrategy user can access. A Grid/Graph acts as a standard MicroStrategy report. 4 Document Number: 09520940. Mobile, MicroStrategy Server, MicroStrategy Parallel Relational In-Memory Engine (MicroStrategy PRIME), MicroStrategy MultiSource, MicroStrategy OLAP Services, MicroStrategy Intelligence Server, MicroStrategy Distribution Services, MicroStrategy Report Services, MicroStrategy Transaction Services, MicroStrategy Visual Insight,. This blog briefly explores the idea of consuming report services documents (RSDs) via MicroStrategy Library. For steps, see the Basic Reporting Guide. • Using of MicroStrategy Report Services documents, you can create scorecards and dashboards. Under General go to the server section. The New Grid dialog box opens. Document Creation Guide Version: 10. 3. This option is available in Design and Editable Modes. 5. 5 IBM Cognos Business Intelligence V10. MicroStrategy Intelligence Server provides one centralzed architecture for all users' monitoring, reporting and analysis requirements. If excutionMode is not provided in the URL, by default PDF will be used as executionMode. MicroStrategy Document Creation Guide is a comprehensive manual that teaches you how to create and format various types of documents using MicroStrategy tools. Notes. A Report Services document of this type is a visually intuitive display of data that summarizes key business indicators for a quick status check. This data is positioned and formatted, resulting in a single display of presentation quality. When you create a document, you can specify the data that appears, control the layout, formatting,. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. Displays or hides the. Web the dashboards and widgets guide provides instructions for designing and creating microstrategy report services dashboards, a type of document that is optimized for. Open Workstation in smart mode. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way. Make the necessary changes to the document and then save and close the document. Click the down arrow next to data > choose "Hide nulls/zeros" to enable the hide nulls/zero option. Using of MicroStrategy Report Services documents, you can create scorecards and dashboards. 5. Report and document objects: Reports (and documents, if you own MicroStrategy Report Services) are built from application objects. Center alignment is set by default. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode Follow the steps below: 1. Save the document as D1. 4. Email, export, or subscribe to a document or report. It is used to format data from multiple reports in a single display of presentation quality. For more information on this, see the Advanced Reporting Guide. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. MicroStrategy makes it easy for you to generate enterprise reporting, dashboards, scorecards, notifications, etc. 4. As seen below, in order to create a MicroStrategy Report Services document, choose a new 'Document. MicroStrategy Report Services Document Creation Guide. In MicroStrategy Developer, choose File > New > Report. Right-click the metric sales, and we get the option to choose the threshold as. All Objects. This should be set to 'True' by default as shown in the image below: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. This procedure assumes that the Transaction Services report that you want to link to the Grid/Graph, text fields, or transaction table has already been created. For examples, see the Linking from Documents chapter in the Document Creation Guide. For example, each member of a team of document designers creates complex documents for his own department, such as human resources or finance. x. By default, when an attribute is added to the 'Grouping' section of a Report Services document containing a grid in the document body, the display of a Grand Total will not be shown for the metric over the entire document. In MicroStrategy Developer 9. What You Can Do in It. Connection to databases, Excel files, and text files is described in Connect to Databases, Excel Files, and Text Files. To execute a report or document, a user must have Execute access to all objects on the report/document. Report Services Document Creation Guide: Creating Boardroom Quality Documents Version 10. To open documents in various modes. Click any of the documents listed on the right side of MicroStrategy Web, to execute it and see the results. 4 10. As seen below, in order to create a MicroStrategy Report Services document, choose a new 'Document. (To follow the examples in this guide, click MicroStrategy Tutorial . 5. Designing and creating documents: An overview. See the Dashboards and Widgets Creation Guide for steps to create selectors. This section describes the ways in which you can design and create a MicroStrategy Report Services document. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document. Steps to create Report Services documents, add objects, and format the document and its objects. Create a blank Report Services document with the above report. When you display the document, the website is displayed within the borders of the HTML container. 1. MicroStrategy offers a range of interfaces and tools that help designers present information via multiple style of BI - from grid reports, to pixel-perfect dashboards. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. Execute the document and the R generated. View changes and push updates to end users in seconds. Right click on a Report Services Document. Step 1. These reports should be kept in cache because they are frequently accessed. At the base report level, go to Data > Advance Sorting, then add Month to the 'Sort By' column. Informática e Internet · 2015In MicroStrategy Web, open the document in Design or Editable Mode. 2. A MicroStrategy Report Services document contains objects representing data coming from one or more reports, as well as positioning and formatting information. Report Services Document Creation Guide: Creating Boardroom Quality Documents Version 10. In MicroStrategy Web, create a Report Services Document and insert a panel in the document. Execute the grid, and change the results to display in Outline mode, as shown below: Save the report and exit to the folders. Create a new Document in MicroStrategy Web 9. When you create a document, you can specify the data that appears, control. In the Subscription Editor, click Burst…. x - 10. In the Property List Window, set the 'Hide if empty' value to 'True. Data can be connected through an API, flat file, or database. The theme of the MicroStrategy Tutorial project is activity in a retail store over a three-year time period. These. Click OK. 1. MicroStrategy can connect to any type of data including big data, flat files, social media data and so on. 1 CONTENTS BookOverviewandAdditionalResources vi Aboutthisbook vii Resources viii Feedback xvi 1. pdf) concerning the respective databases and ODBC drivers. To Create a Report from Scratch. To create a Freeform SQL report. 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. To view a document in Presentation Mode, do one of the following: . Type a value in the field on the right, or click Select Metric to choose another metric to compare the original metric to. The setting to enable or disable "Total" in a page-by is located in the "Advanced Subtotals Options" dialog box. 1. To do this, you use the portable documents feature. 3. For basic information on MicroStrategy reports in general, see. Add the prompted report to the document as a. x:In MicroStrategy Narrowcast Server 9. Follow the instructions under step four for Oracle to create the Freeform SQL report to pass prompt answers to the stored procedure. Dashboards and Widgets Creation Guide for MicroStrategy 9. Certain situations may prevent users from using this feature, such as: 1. NOTE: For more information, please refer to Report Services Document Creation Guide. 2) Click on the Tools menu and select Developer Preferences. MicroStrategy Report Services Document Creation GuideMicroStrategy Report Services Document Creation Guide. If the document is already open in Design Mode, click the Editable Mode icon . Microstrategy Narrowcast Server is a software product which monitors and delivers individualized information to users through e-mails, web portals and wireless devices like pagers, PDAs, and phones. Define the sort to be performed by DATE in the Criteria column: Save and close the report. MicroStrategy Report Services Document Creation GuideA MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. You can create the following types of subscriptions for a report or document: Cache update subscriptions refresh the cache for the specified report or document. 2. Custom number formatting symbols. • The following steps explains how to enable Drilling from MicroStrategy Desktop. How to Create a Print Button for Flash View Mode within a Report Services Document using the. The list of privileges and their descriptions can also be found in the MicroStrategy - System Administration Guide that comes with the product documentation. 2. Detailed information to create furthermore modify Report Related documents can be found in the Document Creation Help. Each custom format can have up to four. Microstrategy. With Freeform SQL, you can access multiple data sources in the same project and use MicroStrategy reporting features to analyze your data. When you create a document, you can specify the data that. Detailed examples of advanced reporting functionality can be found in the Advanced Reporting Guide. Best practices: Designing documents for Excel. Consider the following example: In MicroStrategy Tutorial, create a simple attribute off the LU_YEAR table and name it "DELETE ME". To create a document from a report, it is assumed that the report is already created and saved. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. Document Creation Guide This guide is the primary resource for you to use to learn about designing and creating MicroStrategy Report Services documents using. In the Run Modes area, select the format (s) in which the document can be exported: •. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. Other examples in this book use the Analytics Modules, which include a set of precreated sample reports and documents, each from a different business area. MicroStrategy Report Services Document Creation Guide. Use the following formula for the derived metric: (Profit 2003 – Profit 2002)/Profit 2002. 4. A MicroStrategy Report Services 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. Double-click the Grid/Graph to edit it. The object's editor or wizard opens. Large bulk export reports may require that a substantial amount of data be transferred between Intelligence Server and the data source. MicroStrategy, Dec 20, 2011 - Computers. Report Services documents are an excellent source of summarized data from related areas of analysis. web services, and XML documents Enliven reports with interactive features, such as hyperlinks, tooltips, and. Star schemas have a de-normalized data structure, which is why their queries run much faster. This template uses a single. The first thing to know about this Microstrategy version 10 is that it contains an essential piece called Desktop. User Activity: Monitor what users do in MicroStrategy and ensure that they have a positive experience free of performance issues and other errors. Make sure the columns in the grid are sized to display the same as in step 3. For issues related to Workstation connecting to the Intelligence Server, ensure that the Workstation version is the same/or compatible with the Intelligence Server environment. Dashboards usually provide interactive features that let users change how they view the dashboard's data. In the Navigation pane, click Create a New Document next to Documents. The Report Services Document Creation Guide contains instructions to design and create Report Services documents, building on information in the Basic Reporting Guide and Advanced Reporting Guide. You can also create links in documents. It also includes predesigned sample reports. Create an alert-based subscription in MicroStrategy Distribution Services on Web Subscription to a report or Report Services document which will be executed when a certain conditional threshold is met based on another executing report. x. BOOKOVERVIEWAND ADDITIONALRESOURCES Thisguideistheprimaryresourceforyoutousetolearnaboutdesigningandcreating MicroStrategydashboards. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. Right-click the header of the attribute whose elements you want to use to. • Manually enter adjustments in the report: The only user-entered fields in the PR26 CDBG-CV report are lines 10 and 11, for funds expended for low/mod housing inIn a 8. smw format. This document provides the steps to accomplish the same. Once a Grid/Graph is in the document, you can display it in several ways: •. To start MicroStrategy Web: 1 In a browser, enter the URL of your company’s MicroStrategy Web site. Installation And Initial Setup. Excel: This allows the user to export the document to Microsoft Excel in . Document designers also create Report Services (RS) dashboards, as described in Designing dynamic enterprise RS dashboards. The Report Services Document Creation Guide provides instructions to design and create Report Services documents, building on information in the Basic Reporting. In the newly opened window, expand "Series" and select the series that the user wants to show as a step line as shown below: In this menu, enable the check box : "Show Step. MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics for using the MicroStrategy query and reporting products. A Grid/Graph can be directly associated with one dataset report. 3. Installation and Configuration Guide for MicroStrategy 9. Create a Transaction Services Document based on the report "Report Item Orders" in the MicroStrategy Tutorial Project. Business Intelligence Platform Built For The Internet, Office In telligence, MicroStrategy Office, MicroStrategy Report Services , MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, Pixel-Perfect, MicroStrategy Mobile, MicroStrategy Integrity Manager und MicroStrate gy Data Mining Services. Datasets define which information the Intelligence Server should retrieve from the data warehouse or cache. 2. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. In MicroStrategy Web, click Create at the top of any page, point to New Document, and select Blank Document. For information on Report Services, see the Document Creation Guide and the Dashboards and. It allows users to retrieve more information after the document has been executed. Enter the MicroStrategy Web URL in the Web section and test the connection. Dashboard-style Documents. (For details on Information Windows, see the Mobile Design and Administration Guide. Right-click the grid, then select Properties and Formatting. 1, Microstrategy Architect 8. When there is no data returned by the grid, the text message is visible along with the text defined in Project Configurations > Report definition > Advanced > No data returned > Display message in document grids. ; On the Freeform Sources tab, select Create Transaction report. In addition, they can insert pictures and draw borders in the document. 1. The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. 1 server refreshes the document so that the user has access to the latest version. 4. •. 2048001 - executeRWDocument. Put the attributes Business line, Category in the grid along with the metric sales. After a specific value is selected, it is unclear from the interface how to remove the selection. Select Export from Home menu, and then click PDF. This article was created to clarify the behavior change when running a report with the report editor if there is a rank in the view filter and the data has NULL values. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data imported. 1 and was defined to display in Flash Mode. Create Dossier: Create a new dossier. A MicroStrategy report job can submit one or more queries to SQL DW. 1. `. x? ANSWER: Currently, it is not possible to prevent reports and documents from being delivered if they do not return any data on a report level basis. 5. A device specifies the format of a MicroStrategy report or document and the transmission process to send the report or document to users who subscribe to that report or document. Displaying outline results. 2. Description. For identification purposes, this example will refer to this object as 'Grid A'. To ensure that grids included in a Report Services document won't overlap with other objects, it is necessary to use sub-sections. To create only a message for the document, and not for the dataset reports, clear this check box. You can access document features such as inserting a Grid/Graph or formatting a text field using the toolbar options in the Document Editor. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single,. To update the cover pages for Report Services Documents: Go to Workstation. GettingStartedwithMicroStrategyReporting 1 StartingMicroStrategy 1The Report Services Document Creation Guide contains instructions to design and create Report Services documents, building on information in the Basic Reporting. MicroStrategy Report Services Document Creation Guide Instructions to design and create Report Services documents, building on information in the Document and Dashboard Analysis Guide . Before MicroStrategy 10. It builds on the basic concepts about documents presented in the Document Creation Guide. Answer: Go with dossier. 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. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. Report designers can read detailed information with examples on how to create report objects and design reports, in the Advanced Reporting Guide. x MicroStrategy Intelligence Server clustered environment, subscriptions or administrative tasks created using a time-based schedule only run on the primary node. 2 Click the project to log in to. Enterprise Manager comes with several Report Services documents that show one or more related reports in a dashboard-type display. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help , which helps document. 10. Save the workflow in . After placing data fields into any section, click Save. For example, a scheduled report executes which shows the Revenue by day for the past week. The Report Services Document Creation Guide contains instructions to design and create Report Services documents, building on information in the Basic Reporting Guide and Advanced Reporting Guide. CAUSE This is a limitation of Microsoft Excel. 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. RWBean. Dashboards, which are a type of document, provide a lot of interactive graphical. A portable document contains all the design of the document without the data, allowing you to copy documents between projects, even when the projects do not have the. Push-Down Derived Attributes for Live Connection Cubes. In addition, they can insert pictures and draw borders in the document. Environment: Microstrategy Desktop 8. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. Choose Empty Document. Turn on Dossier Cache. Incorporated. Copy the URL link for the report that appears inside the source tag, like shown below. Select the Edit Links option. x Report Services documents. Report and document objects: Reports (and documents, if you own MicroStrategy Report Services) are built from application objects. '. Create a report with the metric "Yesterday". For example, these reports go from basic execution pointers, quarterly deals by item. Create a grid that contains the same attribute and metric as the graph. To do this, you use the portable documents feature. 1m - MicroStrategy Product Manuals 2011-12-20 Learn Power BI - Derek Wilson 2020-10-15. In MicroStrategy Web, menu and toolbar disappears from reports and Report Services documents, as shown below: The correct report or Report Services document page including menu and toolbar should be as shown below: CAUSE: One of the cause is that MicroStrategy Web is not deployed correctly. Get inspiration at the MicroStrategy data dashboard gallery. In the document, add a Slider selector under the graph. Check Details. MicroStrategy Document Creation Guide is a comprehensive manual that teaches you how to create and format various types of documents using MicroStrategy tools. Understanding and working with document sections. Add the following Autotext: {&Prompt1&} and {&Prompt2&} as show below: The two prompt AutoText values will correspond with the two Dynamic. The undo stack is managed by the client's browser and will reset itself when the MicroStrategy Web 9. -1: Cache Update: Limits the number of cache updates that a user can process at a time. For steps to enable a bubble grid widget as a selector, see. documentID. They can be. Dossiers. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. 5. You can create an indented grouping of related data on a grid report or a Report Services document by organizing the data into a standard outline style. Report Services Document Analysis Guide - MicroStrategyA report is a MicroStrategy object that represents a request for a specific set of formatted data from your data source. Uncheck the option “Enable report drilling” and select OK. The user can click the link to email, export, or subscribe to the target. Map the Attribute Forms and Metrics from the dataset to the. ; Enter the XQuery statement required to connect to the third-party. For example, a scheduled report executes which shows the Revenue by day for the past week. x. Click OK to return to the dashboard-style. In MicroStrategy Web, open the document in Design or Editable Mode. 2987. x Distribution Services, it is possible to create an email subscription to a report or Report Services document which will be executed when a certain conditional threshold is met based on another executing report. Create a metric selector S1. All attributes used to group data in the report or document are shown in the Available Attributes list. 3. The Dashboards and Widgets Guide contains instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is. Displays or hides the objects on your report. To do this, edit the report in developer and go to the Report -> Data->Intelligent Cube Options->Point grid to Intelligent Cube and choose the new target cube: Create Cube A and a report based on it. How to Create a Report Services Document Header/Footer Only for Exports or Printing with MicroStrategy Web. Refer to the Advanced Reporting Guide for more information on Transaction Services reports. Create a file subscription in MicroStrategy Web. From a folder page, click the name of a document to open it. MicroStrategy Report Services: Documents and Dashboards MicroStrategy. 1. Project attributes allow a designer to. It discusses the features and workflows RSDs inherit with this. • Use the All Objects panel when working with. 4. Click Shared Reports. In the folder list, right click on the report > Share > Show HTML. This section describes procedures for grouping and sorting records in a MicroStrategy Report Services document. The updated information will appear in the new report. When exporting a report containing an image attribute form (using an ApplySimple statement) to PDF in MicroStrategy Web 9. 2 (the default row height in a grid) and modify the column widths (for all three metrics), as desired. Visual Insight dossiers are interactive displays that you can use to quickly and easily explore your business data. The Database Administrator must ensure that the user account accessing the database has SELECT permissions for the table involved in the report. Tutorials Choose your MicroStrategy version: New in MicroStrategy 2021 HyperIntelligence® Smarter, Faster Decisions HyperIntelligence® embeds analytics,. An HTML document is an HTML container for formatting, displaying, and distributing multiple reports on the same page, or at the same time within a project. Report Services Document Creation Guide: Creating Boardroom Quality Documents Version 10 Document Number: 09521000. This article describes how to create a link to execute a report with answers to an attribute element list prompt using URL API in MicroStrategy Web 9. When the request is received, MicroStrategy Web application uses this value to redirect the request to the target associated with this. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. Query Execution - Reference MicroStrategy Product Documentation > System Administration Guide > Chapter 5 for a complete list on how to monitor Job Execution and system usage; Data Preparation, XML Generation and. Create Cube B which contains all objects in the report and publish it . Report Services Document Creation Guide: Creating Boardroom Quality Documents Version: 9. To not create messages for documents when they are. Designing and creating documents: An overview. It is used to format data from multiple reports in a single. MicroStrategy Mobile is an application for mobile devices that allows analysts to view, refresh, and analyze MicroStrategy reports and Report Services documents. Add metric "Yesterday" to the document section as dynamic text. Rather, the totals are displayed for each grouped-by attribute and are shown at the bottom of each separat grid. Excel: This allows the user to export the document to Microsoft Excel in . Reports and documents are the objects that. For example, you can use a Report Services document or dashboard from the MicroStrategy Tutorial project in your own project. •. evt. In case of multi-pass reports all passes for a MicroStrategy job are. In the Source area, select a database instance for the database to access using Freeform SQL. Resources Documentation MicroStrategy provides both manuals and online help; these. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. Documents and dashboards 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. Create a Report Services document using R1 as the dataset, drag the grid into the detail header, and execute the document in PDF view. The Properties dialog box opens. For information on Report Services, see the Document Creation Guide and the Dashboards and. 2. Delete Unused Objects. Open the document editor and add the above report as a dataset. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. Create a metric selector S2.