Advanced visuals, branding colors, and open APIs for unlimited customization. You can also import an existing document's layouts into another document; for more information, see Importing layouts into a document. Select Text from File. In MicroStrategy Web, open the document in Design or Editable Mode. In the Source area, select a database instance for the database to access using Freeform SQL. x, what is the difference between the "Create New Report" option. Then we insert the second visualization into the report as shown in the following screenshot. From the Home menu, select Export. Interacting with a Document: Selectors. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. To get a sneak-peak of new functionalities. ". Easy to use BRD template – RFP360. CAUSE: This is by design for MicroStrategy Developer 10. The MicroStrategy Web JAR files can be found under: MicroStrategy Web Universal (JSP): {web_root}/WEB-INF/lib directory. To view sample RS documents created for each mobile device, in the MicroStrategy Tutorial project, navigate to the Shared Reports folder. In your blog editor, begin writing your post. x and 10. Get started with these next few steps. ACTION Getting started with documents A document displays your organization's data in a format that is similar to a PowerPoint presentation, where several grid and graph reports can be viewed at the same time, along with images and text. To Create and Save a Dossier. The list of supported hardware and Mobile OS versions remains the same as the MicroStrategy Mobile Platform App. A single panel is automatically added to the panel stack. Publish the sheet or report. create a derived metric named "Metric Selector". Choose one of the Pre-load options: To pre-load all panels when the document is executed in MicroStrategy Web, unless the panel load setting for a specific panel stack is defined differently, select All panels of all panel stacks. Open a Microsoft Word document. From a project in MicroStrategy Web, navigate to the folder containing the document. Collaborative discussion threads for real-time and. Inserting images in a document. The goal is to select which Metric you want to display. On the Freeform Sources tab, select Create Freeform SQL report. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. MicroStrategy Web 10. The New Document dialog box opens. Self-service for analytics creation, exploration, and user interactivity. In MicroStrategy Web, log in to the Tutorial project. To hide or display column or row headers. Expand the Display category and select the Null Values subcategory. If projects are distributed asymmetrically across the cluster, when you assign an event-triggered schedule to a project, make sure you trigger the event on all nodes on which that project is loaded. Click in the desired section of the Layout area. The value from of visualizationKey is. This functionality allows you to control which datasets determine the attribute elements that appear in the document resultsTile grid map is an abstraction of the map data to solve the issue of difference in sizes causing issues with shading and making it difficult to compare geographic information. Add auto text codes. From the Insert menu, select Text. The type of prompt and the display style determine the style properties that are displayed; not all the properties in the following procedure will apply in every case. Exporting allows you to send data to other applications. First, you open a blank document and select a report to use as the document's dataset. ), and execute Java programs. Tile grid map is an abstraction of the map data to solve the issue of difference in sizes causing issues with shading and making it difficult to compare geographic information. Open a document in the Document Editor. x. Salesforce Reports Homepage. The custom font added needs to be saved in the Fonts folder on the Client machine prior to the customization. Click "OK" to save the setting and save the dashboard This feature is limited in that it cannot filter for the current month’s data dynamically. Under Categories, expand Display, and then select Null Values. Get inspiration at the MicroStrategy data visualization gallery. You can either: Send data to an Excel spreadsheet, where each layout is placed into a worksheet. 0 with the same name. Click the MicroStrategy icon, and select Create Document. The table below shows the URL parameters used to run a dashboard and open it with a specified sheet selected. After the service runs, the recipient will receive an email with a . The Conditional Formatting dialog box opens. If you’ve already published the sheet or report, skip to step 4. Save the report in MicroStrategy Web 10. Using Tutorial data: To do this the user must copy their second document into the hidden Objects Templates->Dashboards folder. 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. x. This document provides the steps to accomplish the same. Introduction to Dossier Authoring. 41 views · February 03, 2022. 2. When you move the cursor to the Layout area, the pointer becomes crosshairs. Link or Embed a file. Users can embed special text that resolves to SERVERNAME and PROJECT. Navigate to the appropriate location, name the file, and save it. The Export to Excel dialog box opens. Flip. From the Insert menu, select Layout. This tutorial demonstrates how to promote user's work directly in the Desktop, share it with other user groups and set access options. Adding rectangles. The impact is limited to embedded dashboards in Out of the Box document 'Troubleshooting Center' in MicroStrategy 10. A line appears in the Layout area to divide the sections. Click New Dossier. The default Microstrategy Tutorial (Direct) project is simply pointing to the 3 local MS Access databases for the data and metadata. These objects include attributes, custom groups, consolidations, and metrics. How? Expand the section where you want to add the date and time by clicking the plus sign next to the section name. Select one of the following export formats: To export the report to an Adobe PDF file, select PDF. Make two grids with different attributes and metrics in each 3. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. 4 Hotfix 7. From the list of document templates, click Blank Document. . Switch to the Performance Configuration tab and enable the following three counters:Download Article. 5. 4 Hotfix 8. Without data, the dashboard will not show the user anything. Export a single report in a dashboard: The user can choose to export the grid/graph on the dashboard instead of exporting the entire dashboard as a PDF/Microsoft excel. Create compelling dashboards with the most beautiful charts and graphs by using VitaraCharts, a collection of 30+ visualizations on MicroStrategy Desktop, Web. Now, when users view this report, the custom header or footer is shown. When these reports are used in a Report Services document, the same 'Metrics' column is displayed, as shown below:import data into MicroStrategy Desktop, for use in creating dashboards. Select Browse and choose the file you want to use. 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) To achieve the display of dynamic reports in a MicroStrategy HTML document we will insert an iFrame on the HTML document using XSL and will set the source property of the iFrame to point at the report we want to dynamically display. MicroStrategy Intelligence Server can send email messages in different scenarios such as through Distribution Services email subscriptions, the "Send Now" option on reports or dashboards, administrative notification emails, Collaboration Server notification emails etc. Clicking on the "continue" button will then "insert" the visualizations directly into your Excel Worksheet or PowerPoint Slide. ACTION This issue has been addressed with Microstrategy Web 10. Use the document-level behavior: The document-level behavior is set in the Mobile category of the Document Properties dialog. When MicroStrategy queries the data warehouse, the software determines which condition evaluates as true and then returns the value that the. 1. as shown below:To create a selector that updates a dynamic text field on a panel stack. Create the derived metric and click OK. xOpen a report in Graph View. Add a Text Box with the T icon in the top center toolbar. When you create a document, you can specify the data that appears, control. It also serves as a quick guide to the other. A code fix for this issue is available in current releases. Continue with the previous Steps 2 and 3 above. For steps to create a panel stack, see the Dashboards and Widgets Creation Guide. 1. For more information on saving the HTML document, see Saving an HTML. Note: You can also set-up Cover Pages by using APIs. A red hashed border displays around the Grid/Graph, and the menu options and toolbar change. Layout2 is now active, and the original document is Layout1. Link to a report or a document. 1. The text field is added at the top left corner of the selected section, but you can. In the Run Modes area, select the format (s) in which the document can be exported: •. Dashboards, which are a type of document, provide a lot of interactive graphical features to enable exploration of the data at several levels of detail. To log and monitor document data preparation, open the MicroStrategy Diagnostics and Performance logging found under Start > Programs > MicroStrategy > Tools. On the example above, they are displayed as Report Objects on the left of the Report Viewer. 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. . To apply different numeric formatting to the data labels, see Formatting Numeric Values on a Graph. Check out the five modern tools you should be using to ensure you are getting the most out of the MicroStrategy platform: 1. STEPS TO REPRODUCE: In MicroStrategy Web, create a report with the attribute Year in the row and the metric Cost in the column. After adding a description in the properties for a report object in MicroStrategy Web 10. Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an objectAs document designers create documents, they specify the data that appears and control the layout, formatting, grouping, and subtotaling of data. Close the Visualization Builder, and then re-open it. 4. For example, in TypePad, go to Blogs, click the name. To create a new layout using a document template, click the Document Layoutstab, then select a template. If DHTML is disabled: From the drop-down list, under Format, select Legend. I joined the dossier authoring team in 2018. From the Insert menu, select New Metric. The Properties and Formatting dialog box opens. To change the values displayed on a report, To insert a selector. To enhance PDF viewing performance, open Acrobat. From MicroStrategy Web create a simple report containing on the Item attribute. It also provides resources to add functionality such as controlling navigation, retrieving and applying filters, setting properties, and managing events, and supports several different. It is based on MicroStrategy Tutorial. 3) Insert the HTML Container (From Insert menu or go for short-cut icons with HTML tag symbol. A control can be any of the following: •. To create a multi-layout document Click OK. 4. Drag and drop the . After converting a VI Dashboard to a document, the ‘Export to Excel’ option is not available when executing the document: CAUSE The ‘Export to Excel’ option is disabled by default in converted documents. Go to File > Page Setup. For details, see Creating derived metrics. When you add a new text field, its formatting is determined by the control defaults. The following steps describe applying threshold color on Map widget when running a Report Services document with MicroStrategy Tutorial project in MicroStrategy Web 9. Click the Export to Excel icon in the toolbar. A document designer can create a Transaction Services-enabled document to allow analysts to approve requests, track business activity, and execute business. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Mapbox partners with community mapping. From Editable Mode, click the Design Mode icon on the toolbar. Watch on. Drilling on a Grid/Graph object in a document is similar to drilling on a report. Under Advanced Templates choose a blank template. The. Open the current PDF in a separate window outside of the Document Editor, where each layout starts on a new page. 4. Go to the Properties and Formatting window and make both the panel stacks content. To start, build a report with the attributes Region and Year and the Units Sold metric. Insert an image object specifying the folder path into which R will create an image file based on the metric values. The Document Properties dialog box opens. Right-click an object in the Grid/Graph and select Edit Links, as shown below: The following link editor opens: Click New to create a new link. To hide or display column or row headers. Click the Menu Icon (Vertical Ellipses). MyAttributeEqual2. However, if the administrators or MicroStrategy Technical Support require. From MicroStrategy Web create a simple report containing on the Item attribute. By empowering data-driven organizations with Ai’s proprietary natural language generation (NLG) platform, Wordsmith, businesses are able to deliver the right insight, to the right person, at the right time and in the easiest-to-understand medium—the written word. MicroStrategy promotes dashboard self-service by enabling users to create their own dashboards on the fly leveraging customized preformatted templates that can include a. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode 1. Add content to an existing document. Under 'Source tables', select a table and click 'Set as Lookup'. The New Grid dialog box opens. Run the report. Click or tap where you want to insert the content of the existing document. The links to report and documents can be directly emailed without running them starting from MicroStrategy Analytics Enterprise 9. You'll find everything from waterfall charts to word clouds in our community. From the drop-down list on the left, select In List or Not In List. Get inspiration at the MicroStrategy data visualization gallery. Click on the object and click on the control on the right of the Property List: Navigation > "Is hyperlink". Every request to a MicroStrategy Web product corresponds to a. You can insert dynamic data fields in the hyperlink. Add multiple managed views. Before you export, set the. Drag the data set onto to. ( How?) From the Data menu, choose Report Data Options. In MicroStrategy Web a user has the option to add header and footer information at 3 levels. Exporting multi-layout documents. Select Insert. The steps and components involved in the dashboard execution flow are described below: 1. Microstrategy: whatever option is best for your business? Check out Capterra's comparison to determine which you need invest in!This technical note article describes why a grid information would clip after exporting to PDF or excel if it's inside a panel stack in MicroStrategy Web 9. After converting a VI Dashboard to a document, the ‘Export to Excel’ option is not available when executing the document: CAUSE The ‘Export to Excel’ option is disabled by default in converted documents. Get inspiration at the MicroStrategy data visualization gallery. For background information on datasets, see Using datasets in documents. This is a first of many Dashboard videos and focuses on creating Dashboard templates that are reusable and can be moved between projects and project sources. Notice that there is no. " The "Create From File" option will appear as a button in the bottom-left corner of the window on Mac. 1. To replace a null value for the final report display only, enter the replacement value (such as a zero) in the Null Display Settings area for any of the scenarios listed: An empty value is. Use the button in the titlebar to maximize one instance of the graph, notice everything in. You can modify export options in the User Preferences page. To add a mailto link to your document, use the steps below. The steps below describe how to do this. To run a report in the Enterprise Manager project, you connect to the project as you would any of your other projects. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. x, users can import reports or entire modules from third-party Salesforce accounts to build MicroStrategy reports, visualizations, and dashboards via the Data Import tool. For Flash dashboards, the Web Server will first upload a Flash dashboard viewer component to the end user browser (called DashboardViewer. 07-28-2021 12:49 PM. Create two Panel Stacks: Grid View and Graph View. For more information, see Creating pop-up tooltips in controls. The Code Editor tab should be open. The link can pass parameters to answer any prompts that are in the target. For example, the HTML container in the following document uses a URL to display the MicroStrategy Resource Center website. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. The text source can be data such as metadata tags on a web site or any free form text. From the File menu, click Open. You'll find everything from waterfall charts to word clouds in our community. In General: Disable 'Show title bar'. Select Export from Home menu, and then click PDF. 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. Add a text field using one of the following methods depending on your goal for the text field: •. 2. To access documentation resources on Windows. MicroStrategy Intelligence Server receives the request and processes it. 3. MicroStrategy Platform Capabilities: This folder contains examples of the sophisticated capabilities within the MicroStrategy platform. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. For future reference, when the term “Dossier” is used in this document it also refers to Visual Insight Dashboards. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. This will open a window where you can browse your computer. It is based on MicroStrategy Tutorial. x with any number of attributes. On your own from start to finish using Design Mode or Editable Mode, which allow you to select the information to be included and the formatting of the document (see Creating a document from scratch ). You will need to follow these steps: Inside the Report Services Document insert a text field (or an object which allow you to establish a link like an image)To Create the Item Order Form Document. For detailed steps, see the MicroStrategy Web Help. KB263918: How to Refresh a Report or Report Services Document Using the. Analysts can then display and interact with the widget in both MicroStrategy Web and MicroStrategy Developer. By default, the title bar, which displays either the panel stack title or the panel name to help identify the panel. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. ( How?) Select a section in the Layout area. swf and xml file attachments. To define your condition by selecting attribute elements from a list: Choose the Select option. Follow the steps below to apply Custom Banding only on Attributes by using thresholds for specifing a unique color to all metric values: 1 – Click on the Threshold icon. Adding lines. swf and xml file attachments. 4. For example, if you insert the auto-text Report Name into the header of a report named Monthly Sales, Monthly Sales is displayed in the header when the report is exported. x and newer releases, users can choose template units (attributes, metrics) from any dataset in a Report Services document in a single grid. A dashboard is a special type of document. x reports display the 'Metrics' column on the report grids by default. Get inspiration at the MicroStrategy data dashboard gallery. The document opens in PDF View, in Acrobat Reader. The Enterprise Manager Overview dashboard provides an intuitive and interactive overview of collected document, report, and user activity data. Build beautiful, interactive dashboards with Dossier. Word cloud visualizations can be a powerful business tool. See Linking documents to other documents and to reports (drilling). Run the report. 2. 1, users notice that the value label does not show for any of the slices when inserted into a document and executed in Flash mode. Steps to Create: 1. Unable to Load a Dossier Dashboard Using MicroStrategy Embedding SDK 10. Click Apply. To Search for Objects. What you need here are the MicroStrategy Security Filters. From a project in MicroStrategy Web, navigate to the folder containing the document. x Control Document. By default, the title bar, which displays either the panel stack title or the panel name to help identify the panel. You use either a key or an index value to specify the sheet. 8. 1. Click within the Dataset Objects area to add datasets for the document. Go to project configuration by right clicking on specific project (You need admin rights to do this). This technical note documents the steps to display names for DayOfWeek values in metrics and attributes in MicroStrategy 9. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. xls format. 5. This setting is ideal if you have numerous. js file, which contains the Embedding API, as the value of the src attribute in the first <script> node. To find Filter names in MicroStrategy: . Occasional Contributor. When you display the document, the website is displayed within the borders of the HTML container. Resource Hub Customer StoriesIn MicroStrategy Developer, choose File > New > Report. Insert multiple instances of the graph report into a document. The following URL API syntax can be used to export the current document including the currently selected panels in Express View. Creating documents. Important: If you want to insert the header and. Steps to generate and email the link: Right click on the document/ report name in the Shared folder. From the Data menu, select Report Data Options. 2. You can insert text fields, images, lines, panel stacks, and other controls in a document with the options listed in the Insert toolbar. Select Advanced. x - 10. Document Name: VI: year by Cost # of Grids are: 3 year by Cost Title: HELLO! Property Name Set FormattingFont -----Property Name Name -- VALUE: Arial -----Property Name. Right-click a control and choose Properties and Formatting. To insert and define panels, follow the high-level steps below: Insert a panel stack (the holder for the panels). 1. If you are on the MicroStrategy home page, the entire project is searched by default. xls format. The. Save the report in MicroStrategy Web 10. A single panel is automatically added to the panel stack. Go to Grid menu > Options and change 'Auto column widths' to 'Fixed column widths. 2 – Select the desired Metric. x can be uploaded to the centralized server. You can add controls to the panel, in the same way you add controls to other parts of the document. I could read on the MSTR site that the difference between Dashboards and Documents is the following: Document is a editing and formatting of report in a prescribed manner. 5. Here's how: Open your Power BI report in Power BI Desktop. Fields Headers Embedding SDK. Select Browse and choose the file you want to use. Analysts and application architects can now leverage content within panel stacks to target and control additional visualizations on the dossier page. 1. You can change any of the formatting options for the new HTML container. Telling a Story with MicroStrategy Dossier. Click on "share" . Utilize any of the following design options when creating a document: Display theme for a document; Display theme for an objectThis video will demonstrate how to link an Excel dashboard chart to a Word document or Powerpoint slide. source field 2. Click the link for the desired manual or other documentation source. If the Export to Excel icon is unavailable, you must select Excel as an export format. Now, these two images will link to the two selected panel stacks respectively, as shown in the image below. Toggle the filter values. Tile grid map is an abstraction of the map data to solve the issue of difference in sizes causing issues with shading and making it difficult to compare geographic information. Radio Buttons. In Layout: Select the 'Fit to contents' radio button under the Height section, like shown below. 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 javascript file is included in the MicroStrategyLibrary web application. Built on the open and flexible architecture of MicroStrategy Report Services™ as Report Services Template (RST) files, templates provide a quick and intuitive method for designing dashboards. KB307514: In MicroStrategy Secure Enterprise 10. ( How?) Double-click the Grid/Graph to enable edit mode. To change the display of null values. 1 does not fully wrap the texts in the Grid Header of the existing document, thus. From a folder, right-click the document, point to Run as, and select Editable. Select to view in Portable Document Format. In this tutorial, you learn how to create a dashboard dynamically using a template and existing. Users can also insert some text. Dashboard Templates Overview. To create a conditional format based on the contents of a text field. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. Select OK. In the Office Add-ins dialog, click Upload My Add-in. The HTML is retrieved dynamically when the document is executed. Choose Display as icon to embed, or Link to file for a link. 2. Select OK. Introduction to the Embedding SDK. You can rapidly move from raw data to experimentation to discovering new insights. 4. When you add a layout to a document, two tabs are added, with the default names of Layout1 and Layout2. Notice how 'Body' is no longer a section, as. However, with the rise of mobility, the advent of the mobile workforce, and an increase in the number of employees who prefer using mobile devices for work-related functions, companies can no longer ignore the importance of building mobile. To update the cover pages for Report Services Documents: Go to Workstation. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. Check other tables and select/deselect correct tables. Selectors provide dashboards with interactivity, allowing each user to change how he sees the data. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. 3. Step 1. Add static text. Instead, users may observe that the tooltip displays, for example, "Metric: Revenue" when hovering over the object in the Report Objects or Datasets. Access. Users can interact with the Dossier.