The HTML is retrieved dynamically when the document is executed. In MicroStrategy Developer, double-click the document name or icon. Other document components that do not originate from the dataset, such as static text used for a title or heading, page numbers, and images, are added by the document's designer and are stored in the document's definition. 0 with the same name. Zebra BI in Excel. Link or Embed a file. What you need here are the MicroStrategy Security Filters. xls format. Open Workstation. The Dossier is also interacting with. Create a Document and add R1 as a dataset. Drilling allows users to look at specific data at levels other than that of the originally displayed Grid/Graph. To add the current date and time. Create two Panel Stacks: Grid View and Graph View. Click in the desired section of the Layout area. Expected display in interactive mode: In Flash mode:In MicroStrategy Developer, open the folder that contains the attribute to modify. Navigate to the Layout Tab. In MicroStrategy Analytics Desktop, you can import a MicroStrategy file by selecting Import -->. Right-click the control and select Properties and Formatting. You can modify export options in the User Preferences page. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. 5) Run the dashboard/document. Creating widgets. Toggle the filter values. Supports multiple element selections. 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. 4) Give the required HTML codes inside HTML container inserted. 1. A dataset includes all of the report's elements–attributes, custom groups, consolidations, and metrics. To create a new layout using a document template, click the Document. x, under Editable mode. Under Categories, expand Display, and then select Null Values. Click the document name or icon. Create a new Document in MicroStrategy Web 9. It is possible to re-write the URLs to be more dynamic to reduce the maintenance required; however, note that doing so will render the links unusable in PDF. Execute the document and the R generated graph is displayed in the document as shown below: Formatting text fields. In a few minutes you will be able to. You can create two security filters, let call them: MyAttributeEqual1. MicroStrategy URL Parameters. Click the hyperlink on the document and it opens the target report/document/VI dashboard and notice that the Selector B values are not getting passed on to the prompt in the target report/document/VI dashboard, instead the target report/document/VI dashboard displays the data for all the elements of the attribute used in selector B . Dashboard is a Graphical view of Report in Flash mode and it is more interactive. Open the sheet or report you want to display on the dashboard. 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. Inserting images in a document. ACTION This issue has been addressed with Microstrategy Web 10. Navigate to the appropriate location, name the file, and save it. Type the pop-up text in the Tooltip field. If you select Not in List, then the attribute elements in the Selected list will not be included in the threshold condition. Creating multi-layout documents. Navigate to the dossier (s) or document (s) you want to push to people's libraries. In the Office Add-ins dialog, click Upload My Add-in. Live Demonstrate PBI August 30, 2023. From the drop-down list on the left, select In List or Not In List. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. From the Home menu, select Export, and then select one of the following export formats: PDF: Export the report to an Adobe PDF file. On the dataset "Revenue & Discount by Category, Country, Month" create a new derived metric "KPI" defined as follows. 2. 2. 2) Create Document/Dashboard. To create a multi-layout document Click OK. By being only one page long, an RS dashboard makes it easy to view the entire document at the same time and see. Close the Visualization Builder, and then re-open it. Non-English Characters . MicroStrategy Intelligence Server receives the request and processes it. You'll find everything from waterfall charts to word clouds in our community. 1. To export the report to Microsoft Excel as plain text, select Excel with plain text. . In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Note: If the tooltip is only. If the document is rendered in non-full screen mode by default, the height of the document page should be set to 1334-40-88=1206. I joined the dossier authoring team in 2018. If the designers do not have access to the image, they cannot see the image while creating the document. When you want to embed the document, switch to HTML editing and press Ctrl+V (or ⌘+V on a Mac) to paste the embed code. Adding lines. 5. 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. The following KB article iterates through the formatting properties and values of a grid object from a Visual Insight dashboard using the MicroStrategy Web SDK 10. These objects include attributes, custom groups, consolidations, and metrics. Open the current PDF in a separate window outside of the Document Editor, where each layout starts on a new page. When you move the cursor to the Layout area, the pointer becomes crosshairs. 4) Right-click on the text box and select Edit Links. If DHTML is disabled: From the drop-down list, under Format, select Legend. Paste the CSS for the style and the javascript code into the Code Editor tab. Layout2 is now active, and the original document is Layout1. After converting a Visual Insight dashboard to a Report Services Document, the document. Detail Levels You can now select the level of detail exported from your dossier. In MicroStrategy 2020, the Export to PDF window in a dossier allows for more customization and provides new default settings. Click the MicroStrategy icon, and select Create Document. Add one of the controls listed above. 4 Hotfix 7. How to Display Prompt Value on a Microstrategy Report Document or DashboardQlikView vs. Without data, the dashboard will not show the user anything. com. Expand the Display category and select the Null Values subcategory. Add the text field to any section of the document. The custom font added needs to be saved in the Fonts folder on the Client machine prior to the customization. BOOKOVERVIEWAND ADDITIONALRESOURCES Thisguideistheprimaryresourceforyoutousetolearnaboutdesigningandcreating. Insert a selector and define the properties so that the selector is on Region and targets R1. For instructions, see Formatting HTML document contents. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be. If you use a key, you must obtain it using code or get it from the HTML. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. Multi-select the dossiers (press and hold the Ctrl key for Windows and Command key. When you create a document, you can specify the data that appears, control. Add static text. See the previous images above to see how the row headers should now appear. provide Report Services (RS) dashboards with interactivity, allowing each user to change how he sees the data. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. Close the Visualization Builder, and then re-open it. Select Image from the Insert menu, or click the Image icon in the toolbar. Click on the object and click on the control on the right of the Property List: Navigation > "Is hyperlink". Metric:KB235107: How to Embed a Custom Font Without Having to Install it on the Client Machines using MicroStrategy Web SDK 9. . Now offering. 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. This document is intended for MicroStrategy customers who areLearn how MicroStrategy plans to integrate the exciting language-based model to answer questions, deliver dynamic data stories, and make data insights more accessible for all users. The document displays in its default display mode. Add a text field using one of the following methods depending on your goal for the text field: •. For some pie charts in MicroStrategy Web 9. The example provided in this document is provided “as-is” to the user and assumes that the user: Can program, compile (e. The image must be stored so that it is available to both the Intelligence Server and to the designers of the document. In general, a user specifies a list of conditions and corresponding return values. You can create a document in one of several ways, depending on your needs: •. Create a Report Services document using the report from step one as the dataset. In General: Disable 'Show title bar'. When the dashboard is run in Flash mode, it will display as follows: Click on the Button bar selector and the information window will appear. Key features of the dossiers, that available for both web and mobile users are: A more modern interface with intuitive menu options for both analysts and consumers. In the Datasets pane, select the object or objects by which to group. Drag and drop the . 4 : Do one of the following to create a new layout: • To create a new layout using a Report Services (RS) dashboard template, click the. In D1, insert R1 as a grid, insert an element selector for Year, and a blank panel stack, as shown below: 4. “ Data without context is meaningless. Go to Grid menu > Options and change 'Auto column widths' to 'Fixed column widths. It should appear in the following format: mailto: myaccount@microstrategy. To add in the contents of additional Word documents, repeat the above steps as needed. Below the selected section, choose Insert Section Below from the Insert menu. Display – Null Values appears on the right side of the editor. Insert two images in the dashboard: your grid view image and graph view image. You'll find everything from waterfall charts to word clouds in our community. Click Advanced, then New to create a custom subtotal. Word Cloud visualizations do this by using font size and color to make important words appear bigger and bolder. This javascript file is included in the MicroStrategyLibrary web application. 41 views · February 03, 2022. Add multiple managed views. Create a Document and add R1 as a dataset. Click MicroStrategy Platform Capabilities, then click MicroStrategy Mobile. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. Select existing text or add new text to use as a hyperlink. Such report can be defined as shown below: Attributes: Project, Day, Document, User . Select a template and click OK. Go to Insert and select the arrow next to Object . a. Add an email alert for when Revenue goes above 0, as shown below. Locate the file that you want and then double-click it. 0. Links work in all modes, except Express Mode, in MicroStrategy Web. Below are known limitations experienced when working with Compound Grids in MicroStrategy 2020: You cannot double click on objects in the Datasets panel to add them to the Compound Grid. Enter a Form name and Description. Notice that the image displays with no issue in MicroStrategy Web. Click within the Dataset Objects area to add datasets for the document. x using multiple events event. This article provides a list of new enhancements and default settings available to users exporting a dossier to a PDF in MicroStrategy version 2020 of Workstation, Web, or Desktop. The Configure Transactions Editor opens. If the Edit icon is displayed in the upper left corner of the Grid/Graph, you can click the icon to enter edit mode. Chance the cover page to an image of your choosing. Here's how: Open your Power BI report in Power BI Desktop. Case Functions. Transform your apps quickly and deliver a personalized analytics experience with unmatched performance for each user. 10. MicroStrategy Platform Capabilities: This folder contains examples of the sophisticated capabilities within the MicroStrategy platform. Select Browse and choose the file you want to use. Express View Mode. Dossier. 1. Smart default formatting means that multiple dashboards have the same consistent look. The MicroStrategy Web JAR files can be found under: MicroStrategy Web Universal (JSP): {web_root}/WEB-INF/lib directory. You can select more than one dataset report to include on the document. KB9971: How to display non-English characters in Report Services documents, PDF exports and HTML documents with graphs in 3 and 4-tier and in 4-tier graphs with a Unix. From the File menu, click Open. This metric is used for getting "1" value for all rows. Click New Dossier. Data can be connected through an API, flat file, or database. After adding a description in the properties for a report object in MicroStrategy Web 10. Do one of the following to create a new layout: To create a new layout using a Report Services (RS) dashboard template, click the Dashboard Layoutstab, then select a template. Set proper document page size, body height and size of other objects in each layout by following KB238917 to make the document fit both portrait and landscape view for one device. This feature can be used in MicroStrategy Developer, MicroStrategy Web, and MicroStrategy Mobile. See Linking documents to other documents and to reports (drilling). From a project in MicroStrategy Web, navigate to the folder containing the document. For steps, see Starting MicroStrategy Web. 2. Step 1 - Metric creation With the function ConcatAgg, create a metric for the attribute for which you want to get the selection summary. Add a Text Box with the T icon in the top center toolbar. Upload FilesOr drop files. Now, these two images will link to the two selected panel stacks respectively, as shown in the image below. Simply download the file, extract its contents, and use it as the basis of your code as you follow the steps. Click the Export to Excel icon in the toolbar. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Select the desired Dashboard document and make sure to select Flash (html) as the document format type, as shown below: Click Ok and finish configuring the service as a regular one. You can insert text fields, images, lines, panel stacks, and other controls in a document with the options listed in the Insert toolbar. 5. We would like to feature some MicroStrategy dashboards in our hub sites using the iframe or application layout cards, similar to how we're doing with Tableau. In the sample code, you reference the embeddinglib. The text box menu appears. Using Tutorial data: To do this the user must copy their second document into the hidden Objects Templates->Dashboards folder. Now, when users view this report, the custom header or footer is shown. Get inspiration at the MicroStrategy data visualization gallery. Select Browse and choose the file you want to use. Assuming that the new plugin retains similar functionality to the. It also serves as a quick guide to the other. x and 10. And leverage the Page-By function to focus your analysis on one element. Following the KB37127, additional fonts can be added to the out of the box list of fonts provided in MicroStrategy Web. It is based on MicroStrategy Tutorial. Select the hyperlink icon on the text box menu. The text field is added at the top left corner of the selected section, but you can. Navigate to and select a Transaction Services report, then click OK. Go to the Properties and Formatting window and make both the panel stacks content. The following example will be broken into two sections, setting up the MicroStrategy grid report via MicroStrategy Developer 9. Give the link a name. Zebra BI for Power Tip. Zebra BISMUTH Academy. Below is an example of a fully embedded Dossier/Dashboards within MicroStrategy Library. Add data fields. 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. To get the URL or embed code of a Smartsheet sheet or report. Check out the five modern tools you should be using to ensure you are getting the most out of the MicroStrategy platform: 1. Choose the option Get Info. For more information and instructions to export documents to Excel, see Exporting documents to Excel. ( How?) Double-click the Grid/Graph to enable edit mode. 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. In MicroStrategy Web, a user expands the levels to navigate to an object. MicroStrategy Web 10. In this tutorial, you learn how to create a dashboard dynamically using a template and existing. The tooltip also displays as pop-up text, but only in MicroStrategy Web. This solution only allows for a fixed time difference. On the “Add New Media” page, click on the “Select Files” button. 3. 6. First, you will need some metadata from your dossier. Select your custom visualization. Every request to a MicroStrategy Web product corresponds to a. A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. If you want, you can insert additional panels into the panel stack. Open a document in the Document Editor. First, you open a blank document and select a report to use as the document's dataset. This how to tech note will describe how to use the MicroStrategy object – HTML Container – and custom code – base64 encoded binary-to-text values with an HTML tag – to effectively embed an image into a Report Services Document. A single panel is automatically added to the panel stack. Extract the &hiddensections parameter:. 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. However, the SQL used to execute the report can still be viewed and obtained. x Control Document. 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. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. To create a conditional format based on the contents of a text field. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. Security Filters are pretty much similar to normal filters, so you can play with them and figure out the best condition you want to use. When you insert an HTML container into a document, its formatting is initially determined by the control defaults. Drag the data set onto to. 0. Under Sharing options click on Email Link. For example, the HTML container in the following document uses a URL to display the MicroStrategy Resource Center website. Select the name of the series to define tooltips for a single series. This dashboard will now link to R2 through R1 and will pass the. x can be uploaded to the centralized server. x. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. Salesforce Reports Homepage. Click in the desired section of the Layout area. x. 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. Select OK. From a project in MicroStrategy Web, navigate to the folder containing the document. When you export a report, you move a copy of the report into. The HTML is retrieved dynamically when the document is executed. To see sample dashboards in MicroStrategy Web. Get inspiration at the MicroStrategy data visualization gallery. To get a sneak-peak of new functionalities. Set the Alert up to send the document 'LayoutAlert', created in step 1, as PDF using the "Send different report or document" option. The Enterprise Manager Overview dashboard provides an intuitive and interactive overview of collected document, report, and user activity data. 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. Functions —These are powerful tools used in expressions to define MicroStrategy objects and initiate complex user-defined calculations. Menus make it possible to visualize many. Creating documents. From the list of document templates, click Blank Document. Select Export from Home menu, and then click PDF. Users can also insert some text. 5. To combine two documents. Add static text. The list of supported hardware and Mobile OS versions remains the same as the MicroStrategy Mobile Platform App. When you want to embed the document, switch to HTML editing and press Ctrl+V (or ⌘+V on a Mac) to paste the embed code. You'll find everything from waterfall charts to word clouds in our community. The Subtotals dialog box opens. 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. WORKAROUND. Navigate to the document in MicroStrategy Developer. If you click the link for the Narrowcast Services SDK Guide, a File Download dialog box opens. The panel stack is added to the document, with a single panel. 0 and add a derived attribute, right clicking an attribute and selecting Insert new attribute. Data (attributes, consolidations, custom groups, and metrics) from the document's datasets. In MicroStrategy Web, create a report R1 with the attribute Year and the metric Cost. I am trying to fetch the selector value from the xml file of my dashboard, there is a selector for which the values in. 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. Select OK. 4. On the Freeform Sources tab, select Create Freeform SQL report. Now, these two images will link to the two selected panel stacks respectively, as shown in the image below. Working with multiple datasets. 2. x and setting up the MicroStrategy Narrowcast Server 9. We will obtain this information using the MicroStrategy APIs. From MicroStrategy Web create a simple report containing on the Item attribute. For information on adding text boxes to your dashboard, see Add images, videos, and more to your dashboard. First, you open a blank document and select a report to use as the document's dataset. Below are instructions to achieve this in a Report Services Document. URLs that point to the same MicroStrategy Web server as the one that you are using are not supported. 2. 1. Natural. 2. 1) Goto MicroStrategy Desktop for easier working/development (or) do the same in MicroStrategy web. This technical note describes how to invoke and execute any JavaScript function from a regular hyperlink within a Report Services Document. You should be familiar with the various properties that define how a selector looks and what it controls, such as target and source. Controls are the objects that display the data, images, and shapes in a document. To run a report in the Enterprise Manager project, you connect to the project as you would any of your other projects. Fields Headers Embedding SDK. Ceate Report Services document D1 based on R1. A dashboard is a special type of document. ) This is a method to get horizontal bar charts and % change arrows within a grid. In MicroStrategy Analytics Express, you can export the document with advanced templates as Dashboard file (. From the Insert menu, select New Metric. From the left, select General. To hide or display column or row headers. The course introduces the many. Under Advanced Templates choose a blank template. • Other dossiers, reports, or documents . Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. To change the mode, click its icon on the toolbar. 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. Introduction to Dossier Authoring. Using the export to excel option from the grid header outputs an Excel file with the full-screen content of the dashboard even though the desired content was only a grid from the dashboard . This technical note is part of How to troubleshoot Dashboard Performance document that can be found in KB19625: Dashboard performance troubleshooting. and. Document designers also create Report Services (RS) dashboards, as described in Designing dynamic enterprise RS dashboards. Click the document name or icon. ) Obtain the Gotham Medium font file (in . This technical note is part of How to troubleshoot Dashboard Performance document that can be found KB19625: Dashboard performance troubleshooting in MicroStrategy The amount of data retrieved and objects being used in a Report Services Dashboard have a direct impact in the size of the final Dashboard. In the template you’ll find the sections including executive summary, project overview and objectives, business requirements, project scope and glossary. The Information Window displays in MicroStrategy Mobile, and in Express Mode and Flash Mode in MicroStrategy Web. Right click on a Report Services Document. MSTR file) by selecting Share->Export to Dashboard file, which gives a warning message as shown below. Reference the image in the form of '. Export the dashboard to PDF and notice that the image displays as a broken red X. Users can embed special text that resolves to SERVERNAME and PROJECT. In the Embed Code section, copy the embed code (iframe). Rarely Data Preparation is the performance bottleneck when executing Report Services dashboards. This technical note documents the steps to display names for DayOfWeek values in metrics and attributes in MicroStrategy 9. 0. Save the HTML document. For example, in TypePad, go to Blogs, click the name. MyAttributeEqual2. In the Run Modes area, select the format (s) in which the document can be exported: •. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. mstrc, please open something similar to Notepad.