Navigate to the document. The two fundamental parameters are the evt (short for “event”) parameter and the src (short for “source”) parameter. Any dashboard created within MicroStrategy Desktop 10. In a document, right-click a grid/graph displayed as a grid, and select Edit Grid. With the release of MicroStrategy Analytics Enterprise 9. To define your condition by selecting attribute elements from a list: Choose the Select option. When you move the cursor to the Layout area, the pointer becomes crosshairs. 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. 1. 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. Add R1 to the Detail Header as a grid. The demo also covers Dashboard export settings. Open the sheet or report you want to display on the dashboard. Get inspiration at the MicroStrategy data visualization gallery. The Input Metric Formula dialog box opens. Create a panel in the Detail Header section of the document and add the report grid to the panel with formatting. 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. From Presentation Mode, click the menu icon on the right, and select Edit. 5 – Go to Background tab, set the. Excel with plain text: Export the report to Microsoft Excel as plain text. [WORKAROUND] Add a report filter as per KB43660 to a grid report. 10. If you’ve already published the sheet or report, skip to step 4. b. The document opens in PDF View, in Acrobat Reader. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. This dashboard will now link to R2 through R1 and will pass the selector. In the Web View Properties pane, enter the URL of the Word document that you want to embed. Using Tutorial data: To do this the user must copy their second document into the hidden Objects Templates->Dashboards folder. It also provides resources to add functionality such as controlling navigation, retrieving and applying filters, setting properties, and managing events, and supports several different. For instructions, see Selecting available export formats. Right-click the control and select Properties and Formatting. 0, and right click the document, you will notice that the Edit option is greyed out as seen below:. 2. In MicroStrategy 2020, the Export to PDF window in a dossier allows for more customization and provides new default settings. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Choose Display as icon to embed, or Link to file for a link. Open a document in the Document Editor. For information on adding text boxes to your dashboard, see Add images, videos, and more to your dashboard. Historically, business intelligence (BI) teams focused on building dashboards to run on computer systems. Formatting options, such as borders and background colors, apply to the HTML container itself, not to anything placed inside the container. Collaborative discussion threads for real-time and. To export a report while viewing it: Click the name of a report to display it. Execute the document in MicroStrategy Web 9. In the left pane, click Grid. ACTION This issue has been addressed with Microstrategy Web 10. ( How?) Double-click the Grid/Graph to enable edit mode. In Design Mode, a document designer adds widgets to a document and defines them. 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. This issue is classified as a defect with MicroStrategy Technical Support. Under General in the Navigation section, check Is Hyperlink. source field 2. Click on "share" . Simply download the file, extract its contents, and use it as the basis of your code as you follow the steps. 1. The steps below describe how to do this. 1. To insert a copy of your file into another, embed or link to it. From the Home menu, select Export. 1) Goto MicroStrategy Desktop for easier working/development (or) do the same in MicroStrategy web. . From a project in MicroStrategy Web, navigate to the folder containing the document. Inserting images in a document. Click New Dossier. Open the document which has already been created with the grid in it. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. Use the button in the titlebar to maximize one instance of the graph, notice everything in. Under Categories, expand Display, and then select Null Values. If DHTML is disabled: From the drop-down list, under Format, select Legend. 4 Hotfix 8. 0. 4. [2] To create a new document, click New in the file menu. Build beautiful, interactive dashboards with Dossier. 9. The MicroStrategy Web JAR files can be found under: MicroStrategy Web Universal (JSP): {web_root}/WEB-INF/lib directory. Telling a Story with MicroStrategy Dossier. The Embedding SDK allows you to quickly integrate a MicroStrategy dossier into a web application in a responsive manner. Go to the Smartsheet app. To add a custom header or footer: Open or run a report. 1. Controls are shown in the document's Layout area as you design the document. WORKAROUND. Dashboard Templates Overview. If you select Not in List, then the attribute elements in the Selected list will not be included in the threshold condition. A single panel is automatically added to the panel stack. Create a new dashboard using report created at step 1 as. For the sample to work, the MicroStrategy Web JAR files must be accessible by the Java Runtime. Select the data to apply tooltips to: Select the Labels and Values category to apply the same tooltip to every item in the graph. ( How?) From the Data menu, choose Report Data Options. To get the URL or embed code of a Smartsheet sheet or report. 4. Create a second Report with Category, Item, and Revenue. 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. The panel stack is added to the document, with a single panel. Open MicroStrategy Developer 10. You can add controls to the panel, in the same way you add controls to other parts of the document. I am trying to fetch the selector value from the xml file of my dashboard, there is a selector for which the values in. Open Workstation. In MicroStrategy Web, log in to the Tutorial project. Select the 'Advanced' section under 'Document Properties' on the left pane, and make sure to uncheck the. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. Creating widgets. . Open MicroStrategy Developer 10. list. This checkbox is cleared by default. To combine two documents. Select the Show check box to ensure that the legend is displayed on the graph. 1, users notice that the value label does not show for any of the slices when inserted into a document and executed in Flash mode. Report Services Documents in 10. Video Tutorials. If you want, you can insert additional panels into the panel stack. This tutorial demonstrates how to promote user's work directly in the Desktop, share it with other user groups and set access options. Approach. Go to Insert > Object. ACTION Getting started with documents A document displays your organization's data in a format that is similar to a PowerPoint presentation, where several grid and graph reports can be viewed at the same time, along with images and text. Click the document name or icon. Click the Export to Excel icon in the toolbar. To create a new layout using a document template, click the Document Layoutstab, then select a template. When running a dashboard in PDF/Editable mode, word wrapping on MicroStrategy 9. x and edit it within Design Mode . Click on the Header/Footer tab. These objects include attributes, custom groups, consolidations, and metrics. The example provided in this document is provided “as-is” to the user and assumes that the user: Can program, compile (e. Select OK. Click in the desired section of the Layout area. Double-click the document name or icon . From the Format menu, select Document Properties. Right-click in the Embed Code box, and click Copy. On the Insert menu, point to Auto Text, and then select Date and Time. The Page level option only provides a snapshot of each page. Add auto text codes. Save the report in MicroStrategy Web 10. Basically, the document should be designed as below: Create two layouts, one for portrait and the other for landscape. If you use a key, you must obtain it using code or get it from the HTML. Selectors provide dossier-style documents with interactivity, allowing each user to change how they see the data. 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 Properties and Formatting dialog box opens. On-demand Product Tour. 5. Insert multiple instances of the graph report into a document. Data (attributes, consolidations, custom groups, and metrics) from the document's datasets. 4. Note: You can also set-up Cover Pages by using APIs. com. How? If you used the Blank Dashboard template to create the document, only one section is displayed. On your own from start to finish using Design Mode or Editable Mode, which allow you to select the information to be included and the formatting of the document (see Creating a document from scratch ). Click on the object and click on the control on the right of the Property List: Navigation > "Is hyperlink". Multi-tenancy and tailored data experiences with object-based semantic graph. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. Select the Show Tooltip (Web Only) check box. For steps to create a panel stack, see the Dashboards and Widgets Creation Guide. See Defining selectors. ( How?) From the Data menu, choose Report Data Options. 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. Add an email alert for when Revenue goes above 0, as shown below. 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. The purpose of this knowledge base article is to explain how to pass selections of multiple selectors to a document using URL API in MicroStrategy Web 10. Create a dashboard and add the report to the first panel. 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. If you add a layout to a document that already contains multiple layouts, the new layout creates a new tab. To insert the new section: Above the selected section, select Insert Section Above from the Insert menu. Under Categories, expand Display, and then select Null Values. To start, build a report with the attributes Region and Year and the Units Sold metric. From a project in MicroStrategy Web, navigate to the folder containing the document. 4. Selector: The following options are available for selectors. See below: Notice in Developer, you can currently right click on this. 10. Select to view in Portable Document Format. When a user taps an element in the column, the Information Window appears. You can modify export options in the User Preferences page. Check other tables and select/deselect correct tables. Define a link to R2 and for the prompt resolution for Region prompt select "Answer Dynamically". NET): Program FilesCommon FilesMicroStrategy directory. When you specify an image by supplying the source. To create the header, select Header from the Edit drop. x does not keep track of the object dependency between Report Services documents and reports used as datasets for the documents. From the samples, choose Campaign Finance Data and continue. For details on analyzing documents in the different modes, see the MicroStrategy Web Help. We will obtain this information using the MicroStrategy APIs. 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. Run the report. Execute the document and the R generated. Open the current PDF in a separate window outside of the Document Editor, where each layout starts on a new page. Powerful filtering options, with new visual filters. From the Insert menu, select New Metric. Data displayed in MicroStrategy Viewers can be filtered by different criteria. Add another panel and add the same report to this panel and set view filter to South. Create a Document and add R1 as a dataset. The Report Data Options dialog box opens. The dataset report of a document contains the MicroStrategy objects that can be. “ Data without context is meaningless. Lessons how to seamlessly integrate SharePoint into MicroStrategy with our step-by-step guidance. 5. Using Tutorial data: To do this the user must copy their second document into the hidden Objects Templates->Dashboards folder. This article explains how to programmatically set a selector in a dashboard using MicroStrategy SDK 9. This setting is ideal if you have numerous. Click in the desired section of the Layout area. Click Save . For more information on saving the HTML document, see Saving an HTML. Click the link for the desired manual or other documentation source. To insert a section. For more information and instructions to export documents to Excel, see Exporting documents to Excel. If the Export to Excel icon is unavailable, you must select Excel as an export format. Double-click the attribute to edit. MyAttributeEqual2. The documents and dashboards in this folder are a sample of the types of documents that can be built using MicroStrategy Report Services. And leverage the Page-By function to focus your analysis on one element. Create a derived metric Percentage Total By Column Use the formula: You can add a new panel by inserting a blank panel or copying an existing panel, as described below: To insert a new, blank panel, right-click the panel stack, point to Panels, and then select Insert. Because the ID of the event associated with the "RW Fast Export PDF" page is "3069", the evt parameter in the URL is set to "3069". 1. In MicroStrategy Web, open the document in Design or Editable Mode. Explore. Expand the section where you want the selector by clicking the plus sign next to the section name. 1 does not fully wrap the texts in the Grid Header of the existing document, thus. Create or edit reports with authoring functionality. In your blog editor, begin writing your post. From the drop-down list on the left, select In List or Not In List. Click within the Dataset Objects area to add datasets for the document. Assuming that the new plugin retains similar functionality to the. Mapbox partners with community mapping. For example, they can help identify new SEO terms to target on a web site or they can. Use the following XSL applied to the report inserted in the HTML document to be embedded in an iFrame: XSL. This can be defined in the 'User preferences' -> Export Reports -> Export Header and Footer -> Edit custom settings. An RS dashboard is a special type of document. To enhance PDF viewing performance, open Acrobat Reader before opening the document. The following URL API syntax can be used to export the current document including the currently selected panels in Express View. The user can do this by importing the layout of the second document into the first document. 0. Documents Documents allow you to select the color theme, fonts, and the colors of the document's objects. 0 with the same name. Copy the code for the D3 visualization you are using. Access. A dashboard is. ) This is a method to get horizontal bar charts and % change arrows within a grid. To change the values displayed on a report, To insert a selector. 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. From the left, select General. Select OK Need more help?. The Dossier is also interacting with. In D1, insert R1 as a grid, insert an element selector for Year, and a blank panel stack, as shown below: 4. 4. Enter the text of the desired macro or your own static text. The document opens in PDF View, in Acrobat Reader. ) Obtain the Gotham Medium font file (in . Refresh the document and note that the format is lost; CAUSE: This is a limitation of MicroStrategy Office 10. The value label will show up fine in Interactive mode. It builds on basic concepts about reporting functionality presented in the Basic Reporting Guide. Dashboard Templates Overview. Add a text field using one of the following methods depending on your goal for the text field: •. The Embedding SDK allows you to quickly integrate a MicroStrategy dossier into a web application in a responsive manner. xlsx as an example data source. In the detail header section, add a grid with Year in the row and Cost in the column, add a text box with the text "TEST", drag the attribute Year to the Grouping,. Specifically, this guide provides the following information: The data from the datasets is used to populate the report. 4. From the list of document templates, click Blank Document. 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. 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. Documents allow you to showcase your business data in a user-friendly, boardroom-quality way that is suitable for presentation to management. The fuel for business dashboards is data, so each one needs to have one or more data sources. Formatting text fields. MicroStrategy Web (. Right click on a Report Services Document. To copy an existing panel, right-click the panel stack, point to Panels, and select Display Next or Display Previous to display the panel to be. You can create two security filters, let call them: MyAttributeEqual1. Before you export, set the. The table below shows the URL parameters used to run a dashboard and open it with a specified sheet selected. Watch this session from World 2022 to get to know. Zebra BI for Power Tip. For example, the HTML container in the following document uses a URL to display the MicroStrategy Resource Center website. This is a first of many Dashboard videos and focuses on creating Dashboard templates that are reusable and can be moved between projects and project sources. Click OK. An example of an Information Window in an iPad document is shown below: In this example, the Region column in the grid is used as a selector. Click the Selector icon in the toolbar, and then choose how to display the selector from the drop-down list. 1. Publish the sheet or report. Click the Menu Icon (Vertical Ellipses). The default grid visualization will appear. For steps, see Starting MicroStrategy Web. To do so, double-click the blue app that contains or is shaped like a W. Open a document in Design or Editable Mode. x and 9. ) The C:WindowsFonts folder on the Developer machine now shows that the Gotham Medium font is installed on the machine. Number of Views 366 KB47694: Users are not able to add content to panel stacks in a multi-layout document in MicroStrategy Web 9. MicroStrategy Desktop 8. The Full option exports a snapshot of each page and each individual visualization. In the Office Add-ins dialog, click Upload My Add-in. 3. To access documentation resources on Windows. Get started with these next few steps. To add a text field to a document. Click the place in the document where you want to insert the file. It also provides resources to add functionality such as controlling navigation, retrieving and applying filters, setting properties, and managing events, and supports several different authentication environments. For instructions, see Selecting available export formats. You can insert text fields, images, lines, panel stacks, and other controls in a document with the options listed in the Insert toolbar. Dossier. 4. To configure export settings in MicroStrategy Web. Zebra BI in Excel. To change the display of null values. When users add an attribute with large number of elements into the Filter Pane of Dossier/VI Dashboard and set the selector type to Checkbox, a search box will also be displayed so users can search the elements, which is very convenient. Click within the Dataset Objects area to add datasets for the document. Supports multiple element selections. In the template you’ll find the sections including executive summary, project overview and objectives, business requirements, project scope and glossary. Run the document in Interactive Mode. 1 In some business scenario, it is needed to embed graphs into a grid column to make the grid more visualized. The example provided in this document is provided “as-is” and user has read the following customization warning: ADDITIONAL INFORMATION: The MicroStrategy SDK allows you to customize several MicroStrategy products and extend and integrate the MicroStrategy business intelligence functionality into other applications. ) in metrics or attributes in MicroStrategy 9. Embedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. In MicroStrategy Web, create a report with the Region attribute. Go to View > Sections. The Enterprise Manager Overview dashboard provides an intuitive and interactive overview of collected document, report, and user activity data. 4. Select More Options at the bottom of the pane. Navigate to the appropriate location, name the file, and save it. : You cannot insert a section into the Detail section. x, under Editable mode. Insert a filter on Profit. In the Upload Add-in dialog, click Browse and locate your. KB263918: How to Refresh a Report or Report Services Document Using the. Approach. When document/dashboard has two grids vertically adjacent to each other and is viewed in MicroStrategy Web 9. Expand the document section where you want the image by clicking the plus sign next to the section name. A dashboard is a special type of document. For example, if you insert the auto-text Report Name into the header of a report named Monthly Sales, Monthly Sales is displayed in the header when the report is exported. In MicroStrategy Web, open the document in Design or Editable Mode. How? Expand the section where you want to add the date and time by clicking the plus sign next to the section name. A link. Add a Grid visualizations from Report 2. Links work in all modes, except Express Mode, in MicroStrategy Web. Introduction to the Embedding SDK. Add static text. 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. The custom font added needs to be saved in the Fonts folder on the Client machine prior to the customization. The user can do this by importing the layout of the second document into the first document. 2. Select Create from File. MicroStrategy experts discuss how you can use dashboards to allocate funds while analyzing metrics and state averages to identify gaps in equity, diversity, and innovation. Note: Your blog editor might have a trick for switching to HTML editing. And then in the first document, import the. Open up the same document in MicroStrategy Web 10. In a document, right-click a grid/graph displayed as a grid, and select Edit Grid. Introduction to Dossier Authoring. x with any number of attributes. Advanced color threshold — The Advanced Threshold Editor displays a list of all thresholds currently defined for a visualization. You can add one or more datasets to the. Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. This can be achieved by going to the 'Insert' menu and selecting 'Layout'. To export a report while viewing it: Click the name of a report to display it. Choose the option Get Info. ACTION An example for four selectors:. This technical note is part of How to troubleshoot Dashboard Performance document that can be found in KB19625: Dashboard performance troubleshooting. From the Insert menu, select Layout. If the document is rendered in full screen mode by default, the height of the document page should be set to 1334-40=1294. To add a hyperlink to a text box. Examine the src parameter, which contains the URL to the document. Filters in MicroStrategy are built from Attributes. A user requests the execution of a Report Services dashboard. 2. Adding lines. After the service runs, the recipient will receive an email with a . After converting a Visual Insight dashboard to a Report Services Document, the document. MicroStrategy recommends that you use event-triggered schedules in situations where it is important to control which node performs certain tasks.