Please subscribe to the channel to get an update with videos and help us to get 5000 Subscribers. Create a report with the following: "Customer" as attribute. Select Level Dimensionality. In the Dataset Objects panel, right click a dateset and select Insert New Attribute. Add objects such as attributes, metrics, and so on for the Intelligent Cube, the same way you would add report objects. Note: If you use gcxi-secrets. Click on Browsing Options and `Display hidden objects. Open the Workstation window. x SUMMARY: This Technical Note shows how a user can. Publish the datamart report. You create and interact with dashboards in MicroStrategy Web. Create a metric called "Metric Day" with Day attribute. CAUSE: One possible cause is that the conditionality of a metric in the report has been set to remove related report filter elements. 4. Report developers can leverage MicroStrategy reusable metadata objects to create any kind of report to meet. 2. Workaround 4: Create a metric based on the attribute Country, for example Max (Country). This icon is available if the document was created based off of a graph report with the Manual Layout option enabled. While it is not necessary to have all these objects in. You can also display dashboards on an iPad with MicroStrategy Mobile. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. After selecting the dates, the report will show data between the date chosen, and the date set in your custom expression at the end of step 3. Select Project Sources and click Next. Go to the Reports tab and select 'Export Options. MicroStrategy added an Advanced Properties dialog that includes elements formerly know as VLDB properties, as well as other items including report data properties such as Evaluation Order. x - 10. Prerequisites. New Business Intelligence. Select the appropriate options to define the dynamic recipient list, as described above. To configure the MicroStrategy Mobile Library app, visit the MicroStrategy. With Architect, you can create and modify multiple facts in your project quickly from an integrated interface. Tutorial project is used here. Choose File > New Prompt. This may make related application objects (reports,. Go to the Object Types tab and check the box for 'Report. Create a report (for example, customer state, customer city, revenue) and add P1 into report filter. x?Creating a Custom Group. MicroStrategy Office is a comprehensive guide that covers how to use the MicroStrategy platform with Microsoft Office applications. For a complete discussion of metrics, filters, reports, and other report objects, see the Basic Reporting Helpand the Advanced Reporting Help. How do users create a simple metric? Double-click on any fact from the Object Browser to define a new metric. The template should include the maximum number of attributes and metrics of any. The other two metrics simply need to be in the report objects window. Create a blank dossier or open an existing one. Create a report with Subcategory, Item, Rank Metric (created in Step 2) and Revenue. Add the Report attribute to the rows. Create a report with Category and sub-category as its two columns. 4. To Create a Report from Scratch Log in to the project in which you want to create a report. Chose the parameters option and add Month to the 'SortBy' tab. x, when trying to create a new FreeForm SQL report or Query Builder report one would have to click on New > Report and select FreeForm SQL report in order to open the editor. Steps. Select Add Subscription for the type of subscription you want. On the Freeform Sources tab, select Create Freeform SQL report. Derived metrics are not metric objects that can be re-used in other MicroStrategy reports and documents. Add the report created in step 2 as dataset report of the document which is required to display yesterday's date. To use time zone based reporting you must enable the feature and set a default time zone for a project. Click Blank Report. ; Click OK. To Configure the Report Details for a Project. x. In MicroStrategy Enterprise Manager, create a new report. A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. MicroStrategy Developer provides the project designer functionality essential to creating both schema and application objects necessary to serve the user communities of both. Other types of objects such as Report Services documents or shortcuts might be displayed, but this will be because of the dependency in the underlying dataset report(s) or target report respectively: The dependency should be manually removed from all the reports listed in the above search by editing them from MicroStrategy Developer. To Create a Freeform SQL Report. Users may want to create a report with a metric that has the current date of execution as a column on a report in MicroStrategy Developer 9. John is the MicroStrategy administrator in Acme. Select MS Excel Worksheet from the Application drop-down menu. The display format for dates does not change even after changing the SQL Date format and Date Pattern settings under VLDB properties of the project in MicroStrategy Developer. Execute one of the following options: To specify default prompt answers, click on 'Add'. 4. In a document, right-click a grid/graph displayed as a grid, and select Edit Grid. MicroStrategy Developer MicroStrategy Developer is a client interface that was conceived while thinking of an interface that the majority of the developers and users are familiar with: Windows Explorer. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. x. Choose File > New > Intelligent Cube. If you creating a prompt for a filter, click OK to save the prompt in the filter. Do one of the following: For a report, click the name of the report to run it. 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. Choose Graph > Titles and Labels. KB5078: How to create a value prompt in. If the New Metric dialog box is displayed, click the Empty Metric icon. Open the Report Services Document Editor. 4. Learn how to switch to a compound grid, add column sets in this new visualization. Acme Co. Schema objects: Schema objects are generally created by a project designer and include such things as facts, attributes, hierarchies, and transformations. After a report is run, we keep the connection open (DB connection timeout values apply). Using MicroStrategy Developer, log in to a project connected to an MDX cube source. A prompt is a question the system presents to a user when a report is executed. By default, the Bulk export database instance, which is the database instance for the database containing the report data, is defined as the data warehouse for the project. This guide is the primary resource for you to use to learn about designing and creating MicroStrategy Report Services documents using MicroStrategy Developer. In this example, the report will be modified to only return the top five rows. Metrics are completely reusable - they can be added to different reports or even other metrics. Open a support case. If the New Intelligent Cube dialog box does not open, from the Tools menu, select Developer Preferences. Place only the lowest level filter in the filter section of the report. The example below uses a logical view: Create a 'Month to Date' attribute whose lookup table is the newly-created view. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. To view page-by section of the report, choose View > Page-by. x or earlier to version 9. x. Click in the right pane. Do one of the following: For a report, click the name of the report to run it. Click on the "Validate" button to validate the formula. Navigate to a prompted report and click Insert. You can also create, edit, or delete multiple custom groups at the same time by using a Command Manager script. x-10. In addition, they can be included in Report Services documents in the same way as standard reports. Option 1: Create a prompt using the Prompt Editor. Click Save. Developer: Developers can design new reports from scratch, and create report components such as consolidations, custom groups, data marts, documents,. Click Blank. Choose 'Save As' from the File menu and in the. x report. If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. x - 10. From the left, select Dynamic Address Lists. New: Create a new report. '. Name the derived metric using the top most text field in the window. Disable the report details preferences. Work with creating of views in TeraData. You can also begin creating reports in MicroStrategy Developer and MicroStrategy Web. x. This filter, which will be used on the report, qualifies on the current date. KB297776: A cross join occurs when the “Item” and “Order. Set the Sort parameter for the metric so that data make sense when displayed. 4. The follow implementation uses the system date to qualify on the current and previous months for data models using the month dimension format of 'YYYYMM'. x and 10. In MicroStrategy Developer, choose File > New > Report. The 'Select Objects' dialog box opens. When users create a Report Services document and set a report with multiple prompts as a data set, users cannot find the 'Prompt Ordering' option under the Data menu in MicroStrategy Developer 9. In the filter editor, select 'Add an attribute qualification' as shown below. 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. You can search for an object to add to the report by typing the name in one of the Search fields on the report, and then selecting from the results. xFor example, the Use permission on a metric allows a user to create a report containing that metric. Subscription Creation Wizard in MicroStrategy Developer 9. Under the Grid tab, make sure you are on the Y Axis tab. The report is displayed in Design view in Report Editor. Environment: Microstrategy Desktop 8. Select the "OK" button to insert the new metric into the report. However, since a text prompt cannot be directly incorporated in a report object, it must be embedded in a metric. Number of Views 1. Follow the steps below to create an attribute qualification filter that will allow the user to enter more than one value to filter on:This document explains, through the use of an example, how to create a dynamic report execution in MicroStrategy Narrowcast Server 9. For background information on search objects and steps to create them, see the MicroStrategy Developer help. All Others' report in MicroStrategy Developer 10. In this video I will show you how to create a prompted Freeform SQL report in MicroStrategy. 13 : When your. If a dialog appears, click OK. When using the subtotal feature to sum the metric values for the N-tile metric, the user cannot select to apply the subtotal to calculate across the N-tile metric level to show the total value for each of the rank in MicroStrategy Developer 9. Specify the delimiter desired for each data item, as shown below: Create a search object using MicroStrategy defined by the search criteria specified by the user, as shown below:In MicroStrategy 2021 Update 7 and later, MicroStrategy users cannot adjust the ACL for FFSQL reports, although they have the Full Control privilege over the same objects. If you creating a prompt for a filter, click OK to save the prompt in the filter. Click Create on any page, and select New Metric. When an OLAP report is created from an Intelligent Cube, some users may have difficulty adding prompt objects to that report. The 'Select Objects' dialog box, where objects can be chosen to be available to the user at runtime. Knowledge Base: How to generate an audit report through the command line with the MicroStrategy License Manager 9. This occurs when the data type of the attribute is timestamp. Select the function to use to calculate data in the metric. Freeform SQL reports can be created only on MicroStrategy Developer. Click OK. Use this section to familiarize yourself with the Report Editor interface. From the MicroStrategy home page, click New Metric . Building reports from scratch A simple report generally has at least one attribute, one metric, and one filter. Open the cube report in Design View. SYMPTOM: Consider a scenario in which a user of the MicroStrategy Tutorial project wants to create a report displaying a running sum of revenue at the monthly level, breaking by quarter. Choose the project for which the security filter is used and associate the user with the. 2. Step 3: Create a new filter that is a shortcut to report pointing to the report created in Step 2. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy Developer help. Once the report has run, right click the Category attribute. Click OK. In the View filter, click Add Condition. Follow steps below to find out all the Freeform SQL Reports in a project in MicroStrategy Developer: Log in to the project from Developer and click the search button. MicroStrategy Web can also be integrated with mapping services to create sophisticated Geospatial Information System (GIS) applications through the use of MicroStrategy GIS Connectors. Step 2. Get an overview of the process! 2152 views · September 02, 2020. Click the name of a report to execute it. Open the gcxi. In this case, the "MONTH FILTER" will be placed in the filter section:In order to create a Gantt chart in MicroStrategy Developer 9. Format the report as desired. 4. The steps below show you how to create a custom group in MicroStrategy Web. How do users create a template? In the Template Editor, from the Object Browser double-click the on attributes to be added in the Template definition. . 4. Create a blank dossier or open an existing one. However, once created, these reports can be executed from both MicroStrategy Developer and MicroStrategy Web. The sections listed below provide the configuration steps for the different data sources: Connect to Databases. Ship Date stands in for the invoice and due dates on the document. You can also select an existing template (see How to Create a Report Based on an Existing Template ). Select the group in which to create a user. x - 10. The steps below, explain how to achieve this in MicroStrategy Developer 9. On the Freeform Sources tab, select one of the following options: To create an Intelligent Cube by creating SQL statements using the Freeform SQL Editor. To select totals by rows, columns or pages, click on 'Advanced' and. This steps below describe method to create a value prompt for each row of a report that has n rows and these rows correspond to elements in the Top n Rank of a metric in MicroStrategy Developer Consider a report that has Item attribute, Revenue metric and Forecast Revenue metric. At the Report-level, null handling can be set by editing the report and then clicking on the toolbar Data > Report Data Options > Display > Null Values. CTRL + click to select the desired reports from the MicroStrategy Developer window. Right-click on Rank > Rank Parameters. Browse to and select a previously saved Intelligent Cube on which to build your report. As shown, the newly added attribute does not appear: Close the report editor without saving it. 4. How to create a report that dynamically selects which metrics to display on the report based on the specified attribute elements in the Page-by in MicroStrategy Developer 9. In the Login ID field, enter the user ID needed to access the warehouse. With MicroStrategy Developer Library, learn how to download the MicroStrategy Mobile SDK through the MicroStrategy Community Product Download. The derived attribute can be a string, number, or date. It's true! Reports are now available in MicroStrategy Library. Follow the steps below to rank a metric: Create a Rank metric. Log in to a project in MicroStrategy Developer. NOTE: Users must have the 'Create Application Objects' and 'Use Report Editor' privileges. Right-click a project and choose Properties. A pop-up appears which shows the create metric option. The MicroStrategy REST API is a RESTful application that uses HTTP requests such as POST, DELETE, and GET. Previously, Acme had to monitor each MicroStrategy environment individually, and John had to create the same set of monitoring reports for. The objects you can create in MicroStrategy fall into one of three groups: schema objects, application objects, and reports and documents. Run a report in Grid View. Create a new document. Filters are most commonly used on reports, to filter all the data the report would otherwise retrieve from the data source and display. x, there is a graph called Pareto (Percentage). The Report Editor opens. Any physical table in the project database instance can be used in the SELECT statement. When you are done, click Close to return to MicroStrategy Developer. Click the name of a report to execute it. The New Grid dialog box opens. The Filter Editor opens. To ensure consistency between the metadata and the object cache, remember to update the schema after schema object modifications (i. From MicroStrategy Education, this lesson teaches you how to create create dashboards using templates on the MicroStrategy Web platform. If DHTML is disabled, from the View menu, select View Filter and click the Go icon . When creating a report in MicroStrategy Developer 9. The New Intelligent Cube dialog box opens. Creating and Adjusting Titles in MicroStrategy Developer. Do one of the following: For a report, click the name of the report to run it. Click Update Summary to create the list of reports and templates to be updated. NOTE: Modifying the key form will trigger required updates when saving. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. x. Upon opening your Project Source for a particular environment, the 'Administration' section provides all. This setting for Developer is in the Project Configuration Editor (Project definition category. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Filters are most commonly used on reports, to filter all the data the report would otherwise retrieve from the data source and display. To create a custom expression filter, the Advanced Qualification Editor must be enabled in the user's project preferences in MicroStrategy Developer 9. yaml and kubectl create -f k8s/gcxi-secrets. For more information, see Permissions and Report/Document Execution. The following solution allows users to create a report giving them data for the current month and pevious months without creating transformations. Designing Reports, guides you through advanced reporting concepts. For example, you can edit. For background information on search objects and steps to create them, see the MicroStrategy Developer help. Create a Prompt using Prompt Generation Wizard in MicroStrategy Desktop/Developer. Step 3: Create a new filter that is a shortcut to report pointing to the report created in Step 2. This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. A window, as displayed below, appears: Assign a Cost Range for reports by either using the horizontal scroll bars or the text boxes. Click Create on any page, point to New Report, and then select Blank Report, which provides a blank template to build your report on. MicroStrategy Configuration Wizard The MicroStrategy Configuration Wizard makes changes in two important locations: the registry and the selected metadata. Open a report in Graph View. x. The result is as follows for prompt answer = '1/12/2003':About custom groups. To Create an Intelligent Cube Using Freeform SQL or Query Builder. When 'Save Options' appear, choose the first option, as shown. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue',. You can create a report to serve as a template for other reports; for details on templates, see Designing a report's structure: Templates. NOTE: Users must be granted 'Create Application Objects' and 'Use Template Editor' privileges. However, creating a level/dimensionality metric in MicroStrategy Desktop 8. information. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. To create an object prompt, execute the following steps: From the Prompt Generation Wizard, select 'Object prompt. In MicroStrategy Developer, choose File > New > Report. x-10. To edit a document in Design Mode, from a folder, right-click the document and select Edit. Right-click on the report and choose 'Edit'. MicroStrategy Workstation radically simplifies enterprise analytics by bringing all key workflows into a single user experience. x. The following image shows the Report Editor in Developer, with the sample Revenue Forecast report ready to be edited within it: For details on report designer privileges and the report designer role, see Before you begin in Building Query Objects and Queries, for Designers. Notes. To access the Metric Editor, execute the following: From the File menu, go to New and choose Metric. General Settings. 2. " Select "Use a filter to reduce the number of elements" and select the "QUARTER FILTER" created in the previous step. In MicroStrategy Developer, from the File menu, point to New, and select Transformation. Create a new report using the Blank Report template newly modified. NOTE: Users must be granted 'Create Applicaton Objects' and 'Use Metric Editor' privileges. Consider the following example: Suppose attribute "Child" is a child of attribute "Parent". Select the metric on which to set the limit, by dragging the metric from the left frame to the top-right. Drag the report into the filter definition window. , Attributes, Facts, Hierarchies, partition mappings, Tables or Transformation). "Sales" as metric. 1. The New Grid dialog box opens. Create a threshold using this metric to. The list of supported hardware and Mobile OS versions remains the same as the MicroStrategy Mobile Platform App. Use the same steps as specified in the help menu: Open attribute editor (right-click on attribute and select 'Edit') Select the forms that will make up the compound key. Open a report in MicroStrategy Developer. x-10. A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. In order to exclude the values, create another filter expression which will always be TRUE and. When applied to a language object, allows users to edit and save translations, and to select the language for display in their Developer or MicroStrategy Web language preferences. Metrics are quantitative measures used to analyze the data in the particular context. For a complete discussion of metrics, filters, reports, and other report objects, see the Basic Reporting Helpand the Advanced Reporting Help. x. Save and run the report. The steps below show you how to create a Filter derived element on a report, as well as specific instructions to create the report shown above. ; On the Freeform Sources tab, select Create Query Builder report. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. SUMMARY: This Technical Note shows how a user can programmatically create a new report, add data to it then choose the type of graph he/she’d like to display with MicroStrategy Web SDK 9. Use the MicroStrategy Configuration Wizard to create a new metadata, or an existing one may be used. Create a filter “Category do not end with c” with definition below: This filter will filter out Category elements with character “c” in names. To sort by an attribute, highlight 'MovingSum' in the metric editor expression window. x?; Knowledge Base: How to concatenate two attribute forms by using derived attributes in MicroStrategy 10. MetricA will serve as the starting data point. KB31287: How to add row numbers in a grid report in MicroStrategy Developer 9. In addition, you also can create Freeform SQL reports from stored procedures. In MicroStrategy Developer, choose File > New > Metric. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy Developer help. For a document, edit the document in Design Mode or Editable Mode. MicroStrategy Developer 9. To duplicate a project in MicroStrategy Develper 10. Under 'Source tables', select a table and click 'Set as Lookup'. 4. In Developer, from the File menu select New, and then Intelligent Cube. In MicroStrategy Developer, from the File menu, point to New,. To create or edit a database login, perform the following steps: In the Database Login field, enter the name of the database login. You can narrow the list of functions displayed in the pane by doing one of the following: To search for the function by name, type the. Place the new metric in the desired location, as shown in the screen shot below: To Create an Intelligent Cube Using Freeform SQL or Query Builder. 2) Click on the Tools menu and select Developer Preferences. From the Filter On drop-down list, select the object (attribute or metric) on which you want to base your filter. As the password characters are entered. ; In the Source area, select the database instance for your Excel file. Go to Connection Type > Direct (2-tier), and click Next. Create a report and add the Item_Demo attribute, the three metrics created in Step_6, the three metrics created in Step_7, and an attribute element prompt based off the Subcategory attribute. Drag and drop the reports into the Dataset Objects panel of the Document Editor. You can also create, edit, or delete multiple custom groups at the same time by using a Command Manager script. x and higher To create a list of reports with VLDB settings different from the default values, follow the steps below: Creating and Adjusting Titles in MicroStrategy Developer. Go to Data > VLDB Properties > Joins > "Preserve all final pass result elements. 4. On the upper right of any page, click your user name, and then select Preferences from the drop-down list. ; Enter the XQuery statement required to connect to the third-party. Click OK. 4. x. Number of Views 6. x. It is important to design the correct filter to retrieve the desired data. How to Programmatically Create a New Report with Data and Set its Graph Type Using the MicroStrategy Web SDK 9. x. Select the 'ignore' option under the 'Filtering' column for 'Report Level', as shown below: Save the new metric as 'Ignore Filter'. the Labels are located on the Look tab. Create Dossier: Create a new dossier. The Manual Layout option is located under Graph Preferences for a report in MicroStrategy Developer. NOTE: Users must be granted 'Create Application Objects' and 'Use Template Editor' privileges. Triggering Events. MicroStrategy Command Manager can trigger. KB36744: How to restrict a user or user group to build and edit reports only on Intelligent Cubes in version 9. For example, if you want to create a new user in the Web Reporter group, click the Web Reporter group link. Then, click 'OK'. On the Freeform Sources tab, select one of the following options: To create an Intelligent Cube by creating SQL statements using the Freeform SQL Editor. For steps to use an existing template to create a new report, see How to Create a Report Based on an Existing Template. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. To add a prompt to a Freeform SQL report in MicroStrategy Developer 10. Any physical table in the project database instance can be used in the SELECT statement. For example, in the report below, a report designer created a filtering condition that restricted results to only the data for the Southeast region. In MicroStrategy Developer, use the Folder List on the left to navigate to the folder where you want to store your new filter. Select the appropriate options to define the dynamic recipient list, as described above. For steps to connect to and create a database instance for an Excel file, see Connect to Excel Files. x. When exporting a report containing an image attribute form (using an ApplySimple statement) to PDF in MicroStrategy Web 9. Custom totals can be used to selectively display subtotals for different metrics in MicroStrategy Developer, as shown in the report below: Custom subtotals can be configured from the Report Editor. If Apply only to displayed objects is selected, the Report Data Options are applied to only the objects displayed in the Summary pane, rather than all the objects selected in the find process. For steps to connect to and create a database instance for an Excel file, see Connect to Excel Files. Name the derived metric using the top most text field in the window. The examples below describe how to drill on these compound metrics on both grid and graph reports. Report developers can leverage MicroStrategy reusable metadata objects to create any kind of report to meet any business requirement. For steps to create a transformation, see the Project Design Guide. Links are created using the Link Editor. 1 Unfortunately it's not possible to create a report using MicroStrategy Command Manager. Select the appropriate options to define the dynamic recipient list, as described above. Click the MicroStrategy icon and select Create Report.