New features include data import, reusable dashboard and mobile apps, expanded mapping capability, and more Mobile enhancements. Search for users or add users by clicking on the add icon. Dashboards and Data Discovery JS CONTENTS 1. Dossiers. In the Project Configuration editor, expand Project definition, and choose Advanced. Get started with Quiver dashboards. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. To add objects, you must drag the objects into the row or column sets in the Editor Panel drop zones. • Create an interactive map of your. Oracle 11x database. For information on designing dashboard-style documents, see the Document Creation Guide. Microstrategy is actually based on the single meta-data repository. Nahiyan Khan (Inactive) · Jun 21, 2017 ·. True responsive designs. Log in to the MicroStrategy Tutorial sample project. By linking dossier-style documents and dossiers together, you create the experience of a mobile app. This Information Window can be closed by pressing the X in the upper right hand, and even when it's closed, the content in the grid will remain filtered. As of May 15th, 2021, Genesys announced the immediate End of Support of GCXI versions 9. Documents allow you to select the color theme, fonts, and the colors of the document’s objects. Creating documents. Analysts can also read detailed information with examples and images showing ways to analyze data on a document, in the Document and Dashboard Analysis Guide. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. We learned how to create documents: these are useful for PDF publications, for example, or personalized invoices or any kind of printed communication. Microstrategy Report Services Documents amp Dashboards. 000+ selection criteria. 5. For information on tooltips in documents, see the Document Creation Guide. The Document and Dashboard Analysis Guide contains instructions for business analysts to execute and analyze a document in MicroStrategy Desktop and MicroStrategy Web, building on basic concepts about projects and reports presented in the MicroStrategy Basic Reporting Guide. Both tools allow you to plot interactive charts, graphs, and dashboards for comprehensive analysis. MicroStrategy Web (. xls format. MicroStrategy Tutorial Reporting is a sample MicroStrategy project with a warehouse, and a set of demonstration dossiers, reports, and other objects, designed to illustrate the platform's rich functionality. Documents And Dashboards Pdf collections that we have. A cloud-native, open architecture platform, it is built on a scalable, future-fit semantic layer designed to inject AI-powered Intelligence Everywhere™. See Best practices for creating HTML dashboards: Analytics Module examples for examples from the Analytics Modules that demonstrate these best practices. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. 5 MicroStrategy Product Manuals 2015-02-01 Evaluate MicroStrategy. 1Implementing MicroStrategyUpgrade Guide for MicroStrategy 9. Answer: Go with dossier. Drill on an item in a graph. Advanced Metrics, explains level metrics, conditional metrics, transformation. View changes and push updates to end users in seconds. Opening a document. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. A selector can change panels, the focus of a grid or graph report, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. It provides the information. Documents allow you to select the color theme, fonts, and the colors of the document’s objects. MicroStrategy makes it easy for you to generate enterprise reporting, dashboards, scorecards, notifications, etc. The steps below provide information on how to open and view a document, how to navigate through the document's data, and how to interact with several optional. To successfully link attributes between datasets at the document/dashboard level, a set of rules need to be followed. Version 9. These are represented in dashboards either as a part of visualizations or tables. Multi-series Line Chart. OLAP Services Guide for MicroStrategy 9. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Drag over the grid, and add a time slider above the grid, as shown below: Right click on the time slider and choose 'properties'. Navigate to the Number tab, under the Category: section, select Custom, delete the text under the Type: field. The module consists of a MicroStrategy project in a metadata, a reference guide, and a default data model. You should consider the following parameters while you design an HTML dashboard: Target audience. MicroStrategy Tutorial Reporting is a sample MicroStrategy project with a warehouse, and a set of demonstration dossiers, reports, and other objects, designed to illustrate the platform's rich functionality. 0. It showcases the use of incorporating the factory layout with thresholds, a Calendar visualization showcasing downtime by day, and microcharts showing 12-week trends for cost, overtime, and downtime. Start by opening the MicroStrategy 9 dashboard software on your computer. Compatible with all supported versions of MicroStrategy Desktop, Web, Library and Mobile. It supports a collective dashboard, highly detailed reports, ad-hoc queries, as well as Microsoft Office integration. The image above shows a MicroStrategy document. A stand-alone filter is a filter created as an independent MicroStrategy object. 3. 0 can do so by running the MicroStrategy. As document designers create documents, they specify. You can also create links in documents. Export a Report Services (RS) dashboard to a Flash file, so that users can view the Flash content and interact with it off-line, without using MicroStrategy. A key component of any BI tool is the ability to deliver data visualization through dashboards, charts, and other graphical output. SQL for Oracle (PL/SQL) MicroStrategy Mobile Dashboard development. Query Execution - Reference MicroStrategy Product Documentation > System Administration Guide > Chapter 5 for a complete list on how to monitor Job Execution and system usage; Data Preparation, XML Generation and Client. 5. . Updated: November 2023. Version 9. 3 *Thesampledocumentsandimagesinthisguide,aswellassomeexamplesteps,were. A pop-up box will appear. Utilize any of the following design options when creating a document: Display theme for a document; Display. Document analysts can explore document data with the far range of powerful functionality, such as page-by, grouping, and Flash interplay, that document designers can make available to them. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use documents for data analysis. 3 Contribute Share your comments with the community. Using MicroStrategy documents, real time transactional. Power BI Desktop is the. While it is important. Right click the column once again and choose option “Edit selector…”. Use Case 4. 5 Advanced Reporting Guide for MicroStrategy 9. Genesys recommends current GCXI customers to update to the latest release, version 9. Adding Text and Data to Documents. png. Document and Dashboard Analysis Guide. Your maps will interact with documents and dashboards for easier analysis. The New Grid dialog box opens. By default, the first link that is created is set as the default link, which is used when a user clicks the object in MicroStrategy Web or double-clicks it in MicroStrategy Developer. Expand the My Personal Objects folder, and then open the My Reports folder. With MicroStrategy, you can deploy data on-premise, in the cloud, or with the hybrid of both. The document opens in the default mode selected by the document designer. In the Table/Range field, click the icon at the end and and select your whole data. 03. •. Related Topics. Linear and Exponential Regression. This includes charts, graphs, and other data representations, offering. To see sample documents in. Data is streamed in real time through the MicroStrategy Messaging Services layer and stored in the Platform Analytics warehouse. In MicroStrategy Developer, right-click on the project and select Project Configuration…. MicroStrategy Platform Capabilities: This folder contains examples of the sophisticated capabilities within the MicroStrategy platform. Business purpose. To email a report or document on a schedule. X, users are able to configure MicroStrategy Web to send HTTP request to ESRI via internal proxy servers. Strong semantic layer to define all the business rules and tightly coupled. 1 Document Number: 09500931 Second Edition, version 9. If you are new to designing documents, see Best practices for designing effective documents before you begin a new document. Designing and creating documents: An overview. The procedures in this Help refer to MicroStrategy Developer; procedures for MicroStrategy Web can be found in the MicroStrategy Web Help and the Document and Dashboard Analysis Guide. First, you open a blank document and select a report to use as the document's dataset. Query Execution - Reference MicroStrategy Product Documentation > System Administration Guide > Chapter 5 for a complete list on how to monitor Job Execution and system usage; Data Preparation, XML Generation and Client. 53. 2 : Do one of the following, depending on which type of control that you want to use in the document:. 2 For EA Team (Document Processing Analysis - Time Based) Provides information about how long job steps took for documents that were running at a selected time. After the document is exported, the content of the document is displayed using the default settings in Microsoft Excel. Enable users to interact with personalized chat for further product discovery. Creating a powerful dossier is as simple as importing. Business Intelligence (BI) dashboard software is a data visualization tool that aggregates and displays key business metrics in real time. x. 3 can take advantage of this feature following this steps: 1. Build beautiful, interactive dashboards with Dossier. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. Document grid Project level In Developer . The Export to Excel option will now appear. **click to enlarge** For example, the image above shows a management dashboard with 5 number charts on the top. They are insightful and. dashboards and widgets. MicroStrategy Library Library on your devices Leveraging zero-click analysis with HyperIntelligence Reporting basics Datasets in dossiers Understanding your data through visualizations Optimizing visualizations to guide analysis Filtering data for customization and focus Prompting users Derived metrics Sharing reports and dossiers DevelopingMicroStrategy: MicroStrategy is one of the BI application software. Panels are designed to stay at one size, especially with exports, so that panels and windows are not overlapping. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. MicroStrategy Web Help or the Document and Dashboard Analysis Guide. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. The list of supported hardware and Mobile OS versions remains the same as the MicroStrategy Mobile Platform App. •. MicroStrategy Tutorial Reporting. In MicroStrategy Developer, right-click on the project and select Project Configuration…. 3. 05/2010 - 07/2016. A widget is a type of MicroStrategy Report Services control that presents data in a visual and interactive way. Results 1 - 20 of 100. Delivery mechanism. 1. Click Shared Reports. This makes it easier for stakeholders to see trends, recognize relationships and uncover outliers in their data. Cramped details create too much visual overload. Prerequisites. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. MicroStrategy. These objects are created and maintained by MicroStrategy developer, unlike a Schema object. As such, the upgrade between Enterprise Manager and Platform Analytics is not supported. What is the difference between a dossier and a document? A dossier is our modern product that has an intuitive authoring experience and enables faster speed of delivery, making it. Expand the document section where you want the image by clicking the plus sign next to the section name. MicroStrategy is very easy to use for end-users—polyvalent and versatile. 3 Document Creation Guide for MicroStrategy 9. For steps, see Starting MicroStrategy Web. With MicroStrategy Mobile, you and other business users receive the same reports and documents on your mobile device as you do in MicroStrategy Web. Create, share, and maintain dashboards and dossiers. Diagnostic analytics shifts from the “what” of past and current events to “how” and “why,” focusing on past performance to determine which factors influence trends. If you click Regional in the Select View button bar, another RS dashboard is displayed. View the orange Certified ribbon on the dossier. To accelerate analysis, MicroStrategy AI proac vely suggests ques ons based on the current dashboard, and offers autocomplete op ons for easier query formula on. Method 2: Document with a Grid without the Grid Title Bar. The modules can be mapped to a different warehouse, used as starter kits to develop custom applications, or used as a source of reporting ideas for designing effective grid reports, graph reports, documents, and dashboards. The layouts can be renamed by right clicking them. Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Application Development and Sophisticated Analysis, Best In Business Intelligence, Centralized Application For steps to export documents to Excel, see the Document and Dashboard Analysis Guide. Easy to use new editor for MicroStrategy documents and dashboards from VitaraCharts plug-in. Supply Chain Management. This guide is organized into the following sections: Designing and Creating Documents begins with a brief review of basic concepts, such as executing and printing documents, that are covered in the MicroStrategy Web help. Business purpose. 0 engine (till 30 June 2020). 9 and 10. MicroStrategy provides an extensive library of native analytical functions and scoring algorithms, along with an SDK to integrate with 3 rd-party and open source statistical and data mining products. The dashboard is used to make decisions about Product Promotions, Placements and Product Displays, Store Segmentation, Customer. ; From the Schedule drop-down, select a schedule or. Enable Autosize for Fonts. The last part of the book is dedicated to advanced topics like the new agile analytics technology from MicroStrategy, where we cover both Visual. 009 and earlier. 1. Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business. Get inspiration at the MicroStrategy data dashboard gallery. Create dashboard from data that contains nulls or zeros. 5 - MicroStrategy Product Manuals 2015-02-01 Introduction to MicroStrategy. 00. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. ARCHITECT VIDEOS & TUTORIALS. Finding specific data points, cri cal updates, or summaries for your next presenta on becomes a lot easier. Step 5) OpenMS Excel and one would find a new Tab by name ‘HP ALM’. This RS dashboard provides a company-wide view of revenue and performance. You can define the join behavior of each dataset as either primary or secondary. Our research is 100% vendor independent; we have no strings attached or commercial ties with any of the BI & Analytics vendors in the market. mstr file. Build beautiful, interactive dashboards with Dossier. Adding documents to. Design workflows, create content groups, or customize application components with the no-code framework. Sr Microstrategy Developer Resume Hire IT People. Introducing MicroStrategy 2019 Getting Started with MicroStrategy Desktop MicroStrategy - Dashboards (Layers, Panels u0026 Groups) - Online Training Video by MicroRooster Compound Keys - Advanced Architect Part 2 -. Follow the steps. 3. For more information on using documents in general, see the Document and Dashboard Analysis Guide; for steps to create documents, see the Document Creation Guide. Number of Views 1. You should consider the following parameters while you design an HTML dashboard: Target audience. For steps, see Starting MicroStrategy Web. ) Become a SME on the client organization’s data. For examples of reporting functionality, see the MicroStrategy Tutorial, which is. Guides for MicroStrategy overview and evaluation • Introduction to MicroStrategy Instructions for installing, configuring, and using the MicroStrategy Evaluation Edition of the software. Office User Guide for MicroStrategy 9. 3. Enter Login Name. Business Intelligence with MicroStrategy Cookbook; Credits. Step 3) Click ‘Install Addin’. Or embed self-service capabilities for users to visualize key drivers or what-if scenarios. The following dashboard, designed and built using MicroStrategy and Vitaracahrts, was created as a part of a challenge conducted by Maven Analytics to showcase Unicorn companies' data worldwide. 3. ‘Export to Excel’ option is not available for a VI dashboard converted to a document in MicroStrategy 10. As shown below, this RS dashboard contains an area graph for daily revenue, a grid report for category analysis, and a bar graph for subcategory revenue. MicroStrategy is ranked 8th in BI (Business Intelligence) Tools with 12 reviews while Tableau is ranked 2nd in BI (Business Intelligence) Tools with 48 reviews. One link on department can display a document with. x, create a dashboard with this report as the source. filter as part of report. PNG. ; Type a name for the subscription in the Name field. DashboardsandWidgetsCreationGuide ©2016,MicroStrategyInc. These two software solutions offer almost similar features. The Enterprise Manager Overview dashboard provides an intuitive and interactive overview of collected document, report, and user activity data. 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. For more information on using documents in general, see the Document and Dashboard Analysis Guide; for steps to create documents, see the Document Creation Guide. KB47896: Panel stacks as information windows have white space around them when using Google Maps in MicroStrategy Web 9. The different types. Using of MicroStrategy Report Services documents, you can create scorecards and dashboards. AlthoughPros and Cons. 0 Reviews. When designing mobile dashboards, it’s essential for designers to eliminate these barriers. To open the demo visualization in MicroStrategy Desktop, double click the . MicroStrategy - Creating Dashboard. Microstrategy Dashboards and Documents Microstrategy Ratio from Summary Report fields 0 Is it more secure to program a client. This course explains many features that enable you to create documents in MicroStrategy Web 9. Click any report you wish to execute. x, focusing particularly on the creation of Dynamic Enterprise Dashboards using MicroStrategy Report Services. First, you open a blank document and select a report to use as the document's dataset. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. To open a document in MicroStrategy Web. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. 0. Sample URLs for exporting a Report Services document to PDF are shown below. In the web application server authentication tool, browse to the following location and enable anonymous authentication. x, users can utilize the functionality of conditional formatting to hide objects and prevent them from showing up in a Report Services document, when chosen or targeted by a selector. On the My Subscriptions page, under the Email section, click Add email subscription. Information about the MicroStrategy. MicroStrategy Platform Capabilities: This folder contains examples of the sophisticated capabilities within the MicroStrategy platform. 3. Drill to other destination objects. This technical note will discuss the workflow of a Document Execution Request, introduce the Performance Troubleshooting Cycle, and present links to other resources with detailed steps for troubleshooting specific components that may affect performance. In MicroStrategy Web, you can interact with a Visual Insight dashboard in the following ways: • View the data as a grid, graph, or widget: Add the data to a graphical representation, such as a bar graph. MicroStrategy. MicroStrategy classifies documents into 3 categories: •Mobile Apps: Mobile app uses a document object at its core, and is built on top of the one of the number of Mobile specific document templates •Interactive Dashboards: Dashboards combine large numbers of reports into a document into a layout provides interactive, visual way to consume. Click the Enterprise Reporting Documents folder. Document analysts can. Dossier. Some of the main features offered by MicroStrategy are Advanced Analytics, Data Discovery, Data Visualisation, Embedded BI, and detailed reports and statements. Interacting with a Document: Selectors. Please note there is a minimum size (6pt) to ensure readability. 10. Then click on New Document. Solid BI & Visualization Tool - for Insight Analysis & Enterprise Reporting. Report Services Documents in 10. png. The New Grid dialog box opens. EN. KB199366. 4. x, the export is performed by MicroStrategy Intelligence Server Universal 9. There are various applications of MicroStrategy. Create a MicroStrategy document and insert the image that points to the URL of the image in the temp folder. To open the demo visualization in MicroStrategy Web, choose: Create > Upload MicroStrategy File > View Dashboard. Number of Views 366 KB47694: Users are not able to add content to panel stacks in a multi-layout document in MicroStrategy Web 9. A MicroStrategy Report Services document displays yourA report is a MicroStrategy object that represents a request for a specific set of formatted data from your data source. Ans: MicroStrategy enables ad hoc analysis through an intuitive interface. 2. For information on connecting to databases, see Connect to Databases. Some sample reports and dashboards are. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformThe MicroStrategy Desktop User Guide describes the steps for a business analyst to execute and analyze a dashboard in MicroStrategy Desktop. The Genesys CX Insights page appears. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. A dataset can be a MicroStrategy report, a. x, Emails containing HTML Documents will be Right Justified in Microsoft Outlook 2007 SYMPTOM: Users who send emails containing HTML Documents through MicroStrategy Distribution Services 9. Pros and Cons. 1mMobile for App DevelopersNarrowcast Server Getting Started Guide For 9. Slice and dice features are awesome. Select Image from the Insert menu, or click the Image icon in the toolbar. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. A Complete Dashboard Development Guide and Checklist 2022- BI Essentials. 3. If you open the Format panel after you selected a grid you should be able to see the Show Banding option. x and Microsoft Outlook 2007 may experience emails. Select the Dropdown Icon () on the right-hand side of the title bar. A line chart with KPIs can display multiple data series at the same time and automatically calculate the difference rate. It further teaches various graphical techniques for presenting data for analysis using maps, graphs, and advanced charts. Right-click on the dossier once again. For an example of multiple links, see the MicroStrategy Document Creation Guide. 7 Exercise 1. Data visualization refers to the representation of data or information in charts, graphs, maps or other visual formats. Click New, and define the link as described above, starting with Define the link. Helps you to manipulate the database in a single package. The MicroStrategy Desktop User Guide describes the steps for a business analyst to execute and analyze a dashboard in MicroStrategy Desktop. After adding a dataset to a document or VI dashboard, users right-click a newly imported attribute but cannot link it to an attribute from another dataset using "Link to" menu as it is greyed out: CAUSE: This is working as designed. To print a MicroStrategy Web report: 1. cards, documents, or managing an entire intelligent enterprise, Workstation empowers you to do everything from one place. 3 Project Management Metrics, KPIs, and Dashboards IBM DB2 Web Query for i: The Nuts and Bolts Dashboards and Widgets Creation Guide for. 2. The Training Metric Wizard can be used to create several different types of predictive models including linear and exponential regression, logistic regression, decision tree, cluster, time series, and association rules. 5. 1mBasic Reporting Guide for MicroStrategy 9. Answer: Go with dossier. Documents. From a project in MicroStrategy Web, navigate to the folder containing the document. From the listed reports and dashboards, either double-click, or right-click and choose Run. To configure the MicroStrategy Mobile Library app, visit the MicroStrategy. Documents can display different reports within the same display, as shown in this example. x and 10. Document analysis is the process of analyzing business data displayed in already documents either in MicroStrategy Developer or Web. Stand-alone filter vs. It serves as a central hub for decision-makers, transforming complex data from various sources into easily digestible, visual insights. The report-related objects placed on the template, such as attributes. MicroStrategy 2021™ delivers the complete enterprise platform, tools, support, and services your organization needs to achieve Intelligence Everywhere. Number of Views1. 1mUpgrade Guide for MicroStrategy 9. Dashboards and scorecards are popular ways to display and distribute data from business intelligence projects. MicroStrategy Document Creation Help. Use the reports and dashboards to get a better feel for platform. 1. Go to Tools and enable Show Advanced Settings. It gives you the leverage of generating real-time reports and monitoring data. Analytics professionals often use data from the following sources to feed predictive. Mobile Analysis Guide for MicroStrategy 9. EnterpriseDocument Analysis Guide for for MicroStrategy 9. 3. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. 0;May 7th, 2018 - Microstrategy Dashboards and Documents Microstrategy Ratio from Summary Report fields 0 Is it more secure to program a client server system in a''About documents and dashboards MicroStrategy May 2nd, 2018 - About documents and dashboards A MicroStrategy Report Services document. 2. Application object: Reports, filters, documents, templates, metrics, prompts, custom groups are included in the Application object. For detailed instructions to print a document, see the MicroStrategy Web Help or the Document and Dashboard Analysis Guide. A grid is an essential element of data analysis. Add the desired amount of layouts to the document. Pros and Cons. 3314 views | September 21, 2021. For detailed instructions to print a document, see the MicroStrategy Web Help or the Document and Dashboard Analysis Guide. With so much data, it’s become increasingly difficult to manage and make sense of it all. 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. 2. •. For steps to add a link to a mobile device application, see the MicroStrategy Mobile Analysis Help. Description of this guide 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. Learn how to create insightful and interactive dashboards using MicroStrategy. Click Share > Library Access. We’ve evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories . If you’re a Power BI user, you’ll be pretty much at home with MicroStrategy since both use similar analytics tools and share a common semantic layer.