4. Ship Date stands in for the invoice and due dates on the document. The report is displayed in Design view in Report Editor. 4. Go to 'Data' on the top menu bar. To achieve this, perform the following steps: Create a running sum metric which will return the row number for each record. 3. In the Data Source dialog, select Reports. Expand the Object Templates category, select General, and from the Show templates for the. Create a table to relate filtering dates to the dates in the month up to and including the filtering date. You can also begin creating reports in MicroStrategy Developer and MicroStrategy Web. This allows enterprise BI developers and administrators to build and administer sophisticated enterprise and mobile analytics applications, at a fraction of the effort it traditionally takes. x. To learn more about how to deploy your project using MicroStrategy Web, see the Installation and Configuration Help. Under 'Source tables', select a table and click 'Set as Lookup'. Add “Component Object Category” attribute to the filter panel and filter on the “Cubes” element and the “Reports” element. The search object must search within subfolders. 9 : Click OK to close the Create New Form Expression dialog box and create the attribute. Select 'Configure Bulk Export': Specify any additional desired configuration options. To edit a document in Design Mode, from a folder, right-click the document and select Edit. For the example scenario, create a report with Item, Revenue, Profit, and Profit Margin on the report, as shown in Creating a view filter on a rank range of metric values. New Business Intelligence. A custom group is made up of an ordered collection of components called custom group elements. In MicroStrategy Developer, you can view dashboards, with a limited range of interactivity. All Others' report in MicroStrategy Developer 10. 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. KB36744: How to restrict a user or user group to build and edit reports only on Intelligent Cubes in version 9. For a complete discussion of metrics, filters, reports, and other report objects, see the Basic Reporting Helpand the Advanced Reporting Help. The object template used to create a new report for any users who have disabled object templates for reports. Save and run the report. Click on the "Validate" button to validate the formula. In this tutorial, you learn how to create a dashboard dynamically using a template and existing. In this video I will show you how to create a prompted Freeform SQL report in MicroStrategy. Create a new database connection using the ODBC created above. 4. Right-click a project and choose Properties. The null handling options available at each level are exactly the same. Right click the project and select Project Configuration. Custom: (Prompt created in step 1)-6. Creating and Adjusting Titles in MicroStrategy Developer. General Settings. Right-click the filter, and select one of the following (the options are described in more detail above): Replace Report Filter with a. 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. Select the group in which to create a user. This allows enterprise BI developers and administrators to build and administer sophisticated enterprise and mobile analytics applications, at a fraction of the effort it traditionally takes. The Select a Function or Template dialog box opens. Drag and drop the attribute Category from the Object Browser into the Report View: 'Local Template' section to break the report into pages. Add Object and Component Object attributes to the grid to see all dossiers and their dependent datasets Example 2: How to create a dossier that shows all objects that use a certain metric 1. While database instances commonly point to a relational database, you. Displays or hides the. Report developers can leverage MicroStrategy reusable metadata objects to create any kind of report to meet. How to create a report that shows the beginning and ending values of a date range on the template in MicroStrategy Developer 10. 1 the following options are available: The option to define a Freeform SQL report has been moved into the "ODBC Sources" tab of. Enable the 'Show Advanced Qualification' box, as shown below. Create a second report with the following: "Region" as attribute "Sales" as metricTo create a link. For example, if you want to create a new user in the Web Reporter group, click the Web Reporter group link. 4. To access the Template Editor, execute the following: From the File menu, go to New and choose Template. This filter, which will be used on the report, qualifies on the current date. This video will step through how to create a License Audit report on your MicroStrategy Intelligence Server through License Manager. x: Create a metric called A with expression "Min(1){~}" as shown below. ARCHITECT VIDEOS & TUTORIALS. To access the Derived Elements Editor in reports and Grid/Graphs. Introduction MicroStrategy Developer is the business intelligence software component that provides integrated monitoring, reporting, powerful analytics, and. To Create and Adjust Titles in MicroStrategy Developer. Input the metric formula. and the new filter created in Step 1. NOTE: Only Metric3 is required on the grid as it is the final metric which will display the desired RunningSum subtotal. 4. Create a report with Category and sub-category as its two columns. In MicroStrategy Enterprise Manager, create a new report. Click in the right pane. With Architect, you can create and modify multiple facts in your project quickly from an integrated interface. Go to the Editors section and select Filter. Edit the Blank Report template from MicroStrategy Tutorial project in MicroStrategy Developer; Add an attribute to rows and another to page-by section; then save and close. at the top of the page. A prompt is a question the system presents to a user when a report is executed. 2. Step 3: Create a new filter that is a shortcut to report pointing to the report created in Step 2. In the Source area, select a database instance for the database to access using Freeform SQL. Add To Report Editor: Page-by Area. Create a new report in the Report Editor as follows: Add the Category attribute to the rows. x. When creating Freeform SQL reports, you can use the SQL statements that you previously defined or create new ones from scratch. This video is unavailable. In the MicroStrategy Tutorial project, create a report with attribute Category and metrics Revenue and Profit, using MicroStrategy Developer 9. 1. Now, when the report is run, the Moving Average is calculated for a data set that is identical to the report that is displayed. Projects are discussed in Creating and Configuring a Project. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. Click in MicroStrategy Web Configuration in Application Settings view to expand the hierarchical tree. In MicroStrategy Web, on the reports page, under the name of the report/document that you want to create a subscription for, click the Subscriptions icon . If you are using the MicroStrategy. x: Rather than creating attributes by manually creating an attribute expression, you can allow Architect to automatically create simple attributes defined on one column. The only difference is that for each of the three different Null value handling categories shown below, at the Report. '. This tutorial shows how to create derived attributes and metrics in a dossier. How to Programmatically Create a New Report with Data and Set its Graph Type Using the MicroStrategy Web SDK 9. Note that. Create a new report using the Blank Report template newly modified. x? Perform the steps in this article to change the metric join type from the product default (Inner) to. How do users create a report? From the Object Browser, double-click on the template to be added to the Template Definition. The following window appears. Using MicroStrategy Developer, log in to a project connected to an MDX cube source. Create a report (for example, customer state, customer city, revenue) and add P1 into report filter. You can narrow the list of functions displayed in the. 4. 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. Choose Graph > Titles and Labels. This icon is available if the document was created based off of a graph report with the Manual Layout option enabled. . A report template is created by report designers using MicroStrategy Developer. This metric is used for getting "1" value for all rows. Further information can be found in KB30310: How to create a Freeform SQL Report in MicroStrategy Desktop 9. To Create a Data Mart. x. Log in to the project in which you want to create a report. Using MicroStrategy Developer, log in to a project connected to an MDX cube source. In this case, the "MONTH FILTER" will be placed in the filter section:In order to create a Gantt chart in MicroStrategy Developer 9. 4. Knowledge Base: How to generate an audit report through the command line with the MicroStrategy License Manager 9. Application objects such as reports are used to analyze and provide insight into the relevant data. On the toolbar, click the drop-down arrow on the Create a New Object icon, and select the type of object to create. It does this by providing light-weight JSON data that is easy to consume because it includes raw data without direct formatting. under the "Insert" menu. This attribute is referred to as a derived attribute. This technical note describes the steps to create a list of reports with VLDB settings different from the default values in MicroStrategy Developer 9. Create a Freeform SQL report in MicroStrategy Developer that returns only the server name (and port number if necessary) as new metric. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. x - 10. . The following procedure describes how to create a dynamic date filter based off of a prompt answer. To do this: a. To view page-by section of the report, choose View > Page-by. NOTE: Users must be granted 'Create Applicaton Objects' and 'Use Metric Editor' privileges. Triggering Events. ' In Application, change to 'Text File' and select Advanced. Create a drill map that associates the report created in step 1 with the templates created in step 2. The following steps demonstrate how to design this kind of report in MicroStrategy Tutorial project as shown below: Create two compound metrics C_R=Cost/Revenue and C_R_PM=C_R/. 3) Click on Browsing. This icon becomes visible when you point to the name of the report or document. Creating a Report MicroStrategy Community 4. x. In MicroStrategy Developer, choose File > New > Report. x SYMPTOM: Dynamic dates can be employed to create a year-to-date report, or even a year-to month report. Document Creation Guide. " Select "Use a filter to reduce the number of elements" and select the "QUARTER FILTER" created in the previous step. Custom: (Prompt created in step 1)-6 . . Right-click on the project within the 'Project Source', choose 'Prioritization' and click on the Prioritization tab, as seen below: Click on 'New' and select 'Cost'. In MicroStrategy Developer, you can view dashboards, with a limited range of interactivity. For this example no sorting is required. x - 10. 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. Click 'Save and Close' to exit the Report Limit Editor. Create a blank dossier or open an existing one. x, as shown in the screenshot below: 2. 4. The template's description can help you decide which to choose. Related articles from the Community: Knowledge Base: How to create a new user and add the user to multiple user groups in MicroStrategy Command Manager 9. Qualifications are the actual conditions that must be met for data to be included in the custom group element. The MicroStrategy Library can be accessed via the MicroStrategy Library App available on the Apple Store (for iOS) and Google Play Store (for Android). For a document, edit the document in Design Mode or Editable Mode. As you can see from the Outline window below (this shows all. This video presents how to create a report in the MicroStrategy 9 Developer (here referred to as “Desktop”). 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. The steps below illustrate how to create a report where users can prompt for threshold values in MicroStrategy Deveoper 10. If you created a new dossier, you must save the dossier before adding an existing dataset. After that, when users select some elements, the 1st text box will display selected elements and covered the 2nd one. NOTE: Users must be granted 'Create Application Objects' and 'Use Template Editor' privileges. Once the Export Schema dialog box opens, users can select the aspects of the schema they want to export to Microsoft Excel. Microsoft Windows Explorer is a tool that helps the user to visualize, manage, organize, create, and delete files in a PC. Loading. In MicroStrategy Developer, choose File > New > Report. 06K. Use the following table when considering how and where to add a prompt to a report: Prompt type. yaml and kubectl create -f k8s/gcxi-secrets. Click Create on any folder page, point to New Report, and select a template (such as Call Center Analysis) from the list of pre-designed reports. The definition for this metric is: (RunningSum<SortBy= (Salary) > (Case ( ( [M0]= Salary), 0, 1)) + 1) The metric will now show a dense rank. Select 'Qualify on a Metric' in the Prompt Editor as shown below: Select the metric 'Revenue', as shown. If the View Filter area is not displayed, from the View menu, select View. Under the Grid tab, make sure you are on the Y Axis tab. Complete the dialog with the source folder, package name, class name. x, it is not possible to specify a date when defining a dynamic date filter. For background information on search objects and steps to create them, see the MicroStrategy Developer help. You can also display dashboards on an iPad with MicroStrategy Mobile. To Create a Conditional Metric. Select the Subscription Properties. For more information, see Permissions and Report/Document Execution. Watch on. Create a report in MicroStrategy Developer with the attribute 'Region' in the row section and the metric 'Cost' in the column section, as shown below:If a virtual attribute A is defined based on column A1 from Table 1 for a Freeform SQL report, the same virtual attribute A can be used in another Freeform SQL report even though the attribute in the second report is based on another column, Column A2 from table 2 in MicroStrategy Developer 9. The following steps may be used as a reference and the result will display the last 3 working days: Create a attribute form for 'Day' attribute using MicroStrategy built-in function 'DayOfWeek' to indicate what day is it. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document. Select Add Subscription for the type of subscription you want. 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. The following code demonstrates how to programmatically create a new report with data and set its graph type using MicroStrategy Web SDK 9. An invalid expression would be one such as: SUM (FACT1) + SUM (FACT2). If you creating a prompt for a filter, click OK to save the prompt in the filter. Open MicroStrategy Developer and create a new Database Instance under the Database Instance Manager. Examples include "Region = Northeast" or. They are metrics that are saved and displayed only on the specific report on which they are created. To automatically open the report in Excel after you export the report, select the Show application after exporting check box. x or earlier to version 9. In the Login ID field, enter the user ID needed to access the warehouse. To sort by an attribute, highlight 'MovingSum' in the metric editor expression window. Go to Tools > Options > Enable "Show 'Contains' and 'Contained by ' tabs" as shown below: Click OK > Go to "Contains" tab and select Logical Table for "Contains any object of this. Right click on the ' report (Report Execution) ' page and select “ Create New Add-on ”. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. To create a custom expression filter, the Advanced Qualification Editor must be enabled in the user's project preferences in MicroStrategy Developer 9. A user sees duplicate values when creating an element list prompt in MicroStrategy Developer 9. From the left, select Dynamic Address Lists. Option 1: Create a prompt using the Prompt Editor. 4. As the password characters are entered. Step 3: Create a new filter that is a shortcut to report pointing to the report created in Step 2. This guide is the primary resource for you to use to learn about designing and creating MicroStrategy Report Services documents using MicroStrategy Developer. The function 'DayOfWeek' will return an integer value which '1' means 'Sunday', '2' means 'Monday' and so forth. On the Freeform Sources tab, in the Source area, select a database instance for the data source to. After a report is run, we keep the connection open (DB connection timeout values apply). The following steps instruct how to get the latest 2 days data in the report. Save and close the filter. Drag and drop the objects into the report grid from the. Create a Prompt using Prompt Generation Wizard in MicroStrategy Desktop/Developer. General Settings. To create a derived metric. Create Dossier: Create a new dossier. The following steps describes how to create such derived metric. The attribute is given a default name and is displayed in the table. Choose Add Data > Existing Dataset to add data. This document explains how to join tables in MicroStrategy Architect where the attribute ID columns are named differently (also known as heterogeneous column support) by creating an attribute that can join on columns from different tables with different names (heterogeneous column joining). The example below uses a logical view: Create a 'Month to Date' attribute whose lookup table is the newly-created view. The example given will allow you to select a date, and the report will bring back all dates between the date selected and 1 month. To enable the New Grid dialog box again, go to the Developer Preferences. Create a report with the following: "Customer" as attribute. Follow the steps below to create the base metric: Open the metric editor and create a new metric. The following report shows metric ranking in descending order of Dollar Sales. To create to a direct project source. Choose 'Database Instance Wizard'. Page-by pane: (top of Report View pane) Where you place subsets of your report results to be displayed as separate pages of the executed report. Triggering Events. 4. Choose Empty Document. x-10. 4. To make these formatting changes, right-click the attribute or metric name > Formatting > Values > Custom under the "Number" tab. Click the General tab. Administrators no longer need to install Narrowcast Server on the machine where. 4. Enter a SQL statement and click on the 'Add prompt' button, as shown below: The prompt element will be added automatically, as shown below:The Keep parent while drilling setting can be set in either Report Data Options or the Drill Map Editor. Then, click 'OK'. Create a Derived Attribute. Report developers can leverage MicroStrategy reusable metadata objects to create any kind of report to meet any business requirement. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. 4. x-10. Metrics are completely reusable - they can be added to different reports or even other metrics. In the Password field, enter the password that is paired with the user ID entered in Step 2. The New Grid dialog box opens. information. Make sure the Category attribute has the Image form as a Display form. Now create the Pareto Percentage by creating a new metric that divides RunningSum with this grand total metric, as shown below: For clarity, put all the metrics on the report as shown below, and the correct sorting is done by selecting the percentage metric and clicking on the 'Ascending' Icon:To Create a Query Builder Report from an Excel File. Create a metric called "Metric Day" with Day attribute. This document describes how to show a grid in a Report Services Document in several columns in MicroStrategy 9. x, the following points must be kept in mind: A pair of metrics defines start and length pair which will be translated as a horizontal bar in the chart. Choose False for ASC. For background information on search objects and steps to create them, see the MicroStrategy Developer help. Filters are most commonly used on reports, to filter all the data the report would otherwise retrieve from the data source and display. In the Navigation pane, click Projects and browse to the location of the attribute you want to edit. Select 'Configure Bulk Export': Specify any additional desired configuration options. Select a prompt answer and click Apply. x; Knowledge Base: How to. 4. If you do not want this dialog box to be shown in the future,. 2) Go to the Data menu > Edit Drill Map. In MicroStrategy Agent, go to Schema Objects. Number of Views 6. Double-click the attribute to edit. To make this folder visible, in MicroStrategy Developer, click on Tools and choose Preferences. To send a report or document to a network folder on a schedule. x? The following report shows the top 3 Suppliers which offer the best price per Item: MicroStrategy Developer is ground zero for developers when it comes to creating the powerful analytics and crucial decision support workflow. Specify the project source of the project to be duplicated. Enter 'Year' as the attribute and click 'Prompt' as shown below. Select Display Attribute Forms. Name the derived metric using the top most text field in the window. From the Insert menu, select New Metric. Do one of the following: For a report, click the name of the report to run it. Add objects such as attributes, metrics, and so on for the Intelligent Cube, the same way you would add report objects. Create a report with attribute 'Region', metric 'Revenue', 'Profit' and 'Cost'. A database instance is a MicroStrategy object, created in MicroStrategy Developer by an administrator, that represents a connection to a data source. To Create an Event Using Command Manager. In the Format Definition section, click on Cell Formatting. For this example, the filters Year = 2004 and Region = Northeast, Mid-Atlantic, Southeast,. 13 : When your. CTRL + click to select the desired reports from the MicroStrategy Developer window. A report filter in a report is not being applied in MicroStrategy Developer 9. In MicroStrategy Developer, choose File > New > Report. x-10. Create an Intelligent Cube with Date and Revenue with tutorial data. For a document, edit the document in Design Mode or Editable Mode. Create an object prompt that prompts the user on the unmasked and the masked attributes, as shown below: Create a report that contains the desired information, including the object prompt in the template as if it were an attribute, as shown below: Execute the report, choosing the masked version of the attribute. Click 'Next' after the introduction. If user A belongs to group A and B at the same time but user B and C belong to only one of groups, a report filter as 'User Group = Group A, B' in a report in MicroStrategy Enterpriser Manager 9. Create a Report Limit that is a metric qualification on sales between X and Y. Create a new document. Navigate to a prompted report and click Insert. Involve in creating users, groups, assigning rights to users or groups, scheduling reports, managing servers using CMC. ; Click OK. Access the Report Builder template in the Object Template folder. Each prompt must be part of a filter before it can be included in a MicroStrategy Developer 10. x - 10. Save this report and add it with formatting to a new Report Services Document using the Blank Dashboard template. Creating a new FreeForm SQL report or Query Builder report in Developer In Microstrategy versions previous to Microstrategy version 9. Select one of the following: Create Freeform SQL report: To create a report using custom SQL statements. For example, you can edit. John is the MicroStrategy administrator in Acme. 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. has a MicroStrategy implementation with 4 environments: Development, QA, Mirror, and Production. Navigate to MicroStrategy Tutorial and expand the Schema Objects option. ' Keep in mind the requirement for Minimum and Maximum # of Objects. In addition, they can be included in Report Services documents in the same way. KB31287: How to add row numbers in a grid report in MicroStrategy Developer 9. On the Freeform Sources tab, in the Source area, select a database instance for the data source to access using Freeform SQL. For steps to connect to and create a database instance for an Excel file, see Connect to Excel Files. You can use any of the following methods to create new objects in MicroStrategy Developer: From the File menu, select New, and select the type of object to create, such as a report or a filter. Open a report in Graph View. Firstly, launch MicroStrategy Developer, open a project and go to a folder where you want to create a report. From the left, select Dynamic Address Lists. Add the 'Day' attribute as level with Filtering and Grouping set to 'Standard' and remove the default 'Report Level' target. x - 10. Take your reports one step f. . Create a report R1 with Month, Revenue and filter which contains the first 6 months in 2008. To learn more about how to deploy your project using MicroStrategy Web, see the Installation and Configuration Help. To email a report or document on a schedule. To Create a Transaction Services Report. Modify the SQL statement or the column mappings as needed. Go to 'Data' on the top menu bar. To Create a Query Builder Report from an Excel File. Environment: Microstrategy Desktop 8. You can add it to a visualization, drag it into a text field to display it as a label, or use it as a filter. A window, as displayed below, appears: Assign a Cost Range for reports by either using the horizontal scroll bars or the text boxes. KB4377. Command Manager can connect to an Intelligence Server (metadata repository) either directly by scripts or by a project source. The following is an example of a 'Customer Geography' consolidation: Save the consolidation. However, once created, these reports can be executed from both MicroStrategy Developer and MicroStrategy Web. x:To create relationships between attributes, see Defining attribute relationships. Click Add a New Dynamic Address List. MicroStrategy Command Manager can trigger. x and higher To create a list of reports with VLDB settings different from. e. The other two metrics simply need to be in the report objects window. This guide is the primary resource for you to use to learn about designing and creating MicroStrategy Report Services documents using MicroStrategy Developer. x-10. If the New Grid dialog box opens, select Blank Report as the report object template. On the Freeform Sources tab, select Create Query Builder report. The Manual Layout option is located under Graph Preferences for a report in MicroStrategy Developer. To create or edit a database login, perform the following steps: In the Database Login field, enter the name of the database login. On the Freeform Sources tab, in the Source area, select a database instance for the data source to. information. For example, you can edit. Create a report with the metric "Yesterday". The following two options can be used in defining each prompt as part of a filter. The result is as follows for prompt answer = '1/12/2003':About custom groups. Filters are most commonly used on reports, to filter all the data the report would otherwise retrieve from the data source and display. For more information on these report filters and view filters, see Creating filters in reports. Once the report has run, right click the Category attribute. In the Multiple objects text box, search for and add filters to use when displaying objects in the prompt. To Create a Freeform SQL Report. Bulk Export options are only available in MicroStrategy Developer. x. under the "Insert" menu. Choose the project for which the security filter is used and associate the user with the. Categories. Within the Titles category, select the check box for the title or label to display. From the Filter On drop-down list, select the object (attribute or metric) on which you want to base your filter. properties in this procedure, and, after step 3, delete and recreate your secrets, by executing kubectl delete -f k8s/gcxi-secrets.