Excel: This allows the user to export the document to Microsoft Excel in . It shows many attributes grouped into separate visualizations. Saving the dashboard in MicroStrategy Developer converts it to a document; it cannot be converted back to a dashboard. Permissions define the degree of control users have over individual objects in the system. KB5828: How to use pre and post macros when exporting a report to Microsoft Excel in MicroStrategy Developer 9. b. Using this tool, users can easily transform big data into instinctive dashboards and reports for greater. To Answer a Prompt by Defining a Filter Based on an Attribute. If you are editing the Case function, use the values in step 8. For "Choose from All Attributes in a Hierarchy," "Qualify on an Attribute," and "Qualify on a Metric" prompts, you can also configure how the user can define the attribute or. The box represents the second and third quartile (50%) of data points and the line within the box represents the median. All of these prompts will reveal themselves at report execution time, but the origin of the prompt can be within any of the objects. Back then, the dossier editor (formerly known as Visual Insight) was a powerful BI tool with limited design functionality. See below: Notice in Developer, you can currently right click on this document and select the 'Edit' option. Create a panel stack. To add a prompt to the Template definition pane in the Report Editor Using the following prompt types, you can create a prompt for nearly every part of a report. To apply default formatting and behavior to grid reports project-wide. These value prompts affect how many rows of data are displayed but they do not determine which objects are returned from the data warehouse. The Document Properties dialog box opens. The type of prompt determines which display styles are available, as described in the following table: The type of. Create a Value Prompt To create a Value prompt from the MicroStrategy desktop: From the MicroStrategy Desktop, right click and select. This type of filter is called a shortcut-to-a-report filter. It is important to remember that prompts can be used in many objects including reports, filters, metrics, and custom groups. MicroStrategy AI is engineered to transform the way organizations interact with data. There is a technote that explain how to build the URL to set a selector to the default value that you prefer: TN46649: How to use Mobile URL API to pass hard-coded (default) selector answers to a target document in. Metric with an IF Function. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. 3 can take advantage of this feature following this steps: 1. It is used to insert any single-value, database-specific functions and simple operators directly into SQL. From the left, click Document. If a prompt to re-execute the report is displayed, click Yes. For steps to create an Object prompt, see Filtering data based on metrics, attributes, or other objects: Object prompts. To prompt for multiple object types in the same report, you must create an object prompt for each. You can qualify the condition based on the attribute element's ID form, one of its description forms, or the DATE form if the attribute is time-based using the radio buttons. ; Add reference lines — The line chart comes with many prebuilt reference. Single: Only one personal answer can be saved for this. Create a filter on attribute "Month" and click "Prompt. Drag the prompt onto the Definition pane at the bottom right, as shown in the image below:Create a date prompt to accept the date. Click OK. Execute the document in Web, and set the selector value you want. 4. Delivery mechanism. "System Prompt" is a system object that was introduced back in version 8. Prompts users to choose from all attributes in a hierarchy. A prompt is a question the system presents to a user when a report is executed. Create your metric's formula. Number of Views 3. On the Welcome page, select Value prompt. Create a panel stack. 10. x - 10. Interactive dashboards in MicroStrategy. The Grid Settings section allows you to select the Fit to page option, which fits the grid's width onto one PDF page width, or you can select the Allow horizontal pagination option, which breaks a wide grid onto numerous pages. Or embed self-service capabilities for users to visualize key drivers or what-if scenarios. MicroStrategy 9 Release 3 lets you explore your data in compelling reports and dashboards via iPhone, iPad, BlackBerry, Web, and more. x reports display the 'Metrics' column on the report grids by default. Using the following prompt types, you can create a prompt for nearly every part of a report. This prompt, which will be used on the filter, asks the user for one date. Several workarounds for this issue have been provided below for use in current releases. Comparison operator prompts can be used in ApplySimple functions with Case statements using the metric, (@nameofprompt(M1, M2)). MicroStrategy Desktop 8. Browse and incorporate these templates into your own data dashboards. To create transformation metrics using the Metric Editor, see the Advanced Reporting Help. Value prompts are useful when the result desired on the report is a single value, such as a specific date, a number, or a specific word or phrase. Watch the MicroStrategy team show you how to get started by using MicroStrategy for Power BI. You can only use objects of one type in an object prompt. Transformational Retail Analytics. Grid Settings You can choose how to export wide grids. Telling a Story with MicroStrategy Dossier. A prompt allows a user to provide an answer to restrict or filter data during report execution. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. and. We will highlight the various benefits Library offers, including prompt application deployment, a streamlined user experience, uniform designs across all devices, and much more. Place the same nested prompt as R1 into the report filter. 3. The names of the target visualizations appear on the. Always use the value prompt created in step #1. d) It is a free tool. Users can also choose to display each filter in a different style as shown below, Users can select how each filter selector can target other filter selectors in the filter panel using the following three modes. Qualification on allows you to filter data based on an attribute form. Click on MicroStrategy Web Configuration inside the Application Settings view to expand the hierarchical tree. 1576. 4. "KB11113: How to use prompts to return attribute element values within an Apply statement in MicroStrategy Developer and Web When using any of the Apply statements in conjunction with prompts used to select attribute element values, it is necessary that a value be returned as an argument into the function of the statement. Below are some recommendations for offline dashboard use with MicroStrategy Mobile. No SQL sources are optimized for large information storage and transactional queries. Use the Prompt Ordering dialog box in MicroStrategy Developer to specify that order. This information is particularly important in advanced customizations. Compare a link to a hyperlink, which is a connection in a document to a web page. 1 – In MicroStrategy Developer, navigate to the folder where you wish to create the attribute, right-click in it and select New > Attribute. Select. By designing dossiers with prompted datasets, end users will now be able to proactively limit the data load prior to running a dossier. This feature is only implemented for element list prompts . Micro Strategy also supports mobile BI. Non-administrative users can only view and use the objects from the public folder, but they cannot delete or create new objects under the public folder. See all healthcare & pharma solutions. Click the Browse button (. 090) Readme-----This build was completed on 11/03/2009 and fixes the following issues: Microstrategy Intelligence Server-----Issue description: RWD execution fails randomly when answering a filter object prompt within a relationship set qualification. The object can be found under Public Objects > Prompts > System prompts, as shown below: Unlike ordinary prompt objects, system prompts don't require any answers from the user. MicroStrategy Analytics cubes performance is best in the industry from performance point of view. 3. Depth and breadth of OLAP functions and detailed users guides. Select the attribute or metric to base the filter on. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. A screenshot of the VI Dashboard in Design Mode; A Screenshot of the Diagnostics and Configuration Tool on the Diagnostics Configuration tab. Flexibility, low maintenance, variable effort to implement. They are insightful and interactive consoles that use configurable elements (such as search results, lists, filters, matrixes, gauges, and charts) to drill down into data, analyze, predict trends. The following steps demonstrate how to use the comparison operator prompt in an ApplySimple function with a Case statement. Step 1. Reports are designed using MicroStrategy Web. SecurityRegion table defines from which region a user is allowed to view data. In the Run Modes area, select the format (s) in which the document can be exported: •. Using the following prompt types, you can create a prompt for nearly every part of a report. x. Concat([CUST_FIRST_NAME],. Using system prompts, users can use. From the Show search box drop-down list, select one of the following options: To display the search box, select True. Fundamentals of Customization: ShortcutsA document or dashboard can contain data from one or more MicroStrategy reports. No answer is provided to the required prompt so MicroStrategy cannot complete the report without user interaction. You can choose the appropriate graphs and images to highlight specific data, trends, and deviation from certain trends. The condition can contain metrics, comparison and logical. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. 1 Answer. Users can also choose to display each filter in a different style as shown below, Users can select how each filter selector can target other filter selectors in the filter panel using the following three modes. The ApplySimple function is a single-value function. By leveraging large language models (LLMs) and generative AI, our platform aims to boost employee productivity. e. This can alert you if objects are removed from a report used as a dataset. In a few minutes you will be able to leverage all analytics capabilities in your application. See the finestfoods dashboard in action. This is a part of MicroStrategy. 1. Hierarchy Qualification Prompt. MicroStrategy AI is here. Prompts in MicroStrategy Developer are used to enable metric, filter, template, custom group or report modification. The syntax for Apply functions is as follows: ApplyFUNNAME ("expression_with_. From the list of document templates, click Blank Document. MicroStrategy Web is an interactive, easy to use interface for all Business Intelligence (BI) reporting, analysis, and monitoring. ) Once your filter containing the prompt (s) is created, see Adding a. The Menu icon appears as an "ellipses" icon or three dots within a square. Edit the Parent selector. MicroStrategy ONE is a comprehensive intelligence platform that integrates the power of generative AI with the precision of BI. The result appears as if we are dealing with one source of data. When consuming visual insight dashboards/dossiers linked from within RSDs in the Library, specifically on the Mobile platform, one will notice the older interface for the time being. The targets only display data that also appears in the source. 3. Ultimately, we felt that it was time to go. Knowledge Base: How to create a metric to calculate the difference for a same metric but two different attribute elements in MicroStrategy Visual Insight? Knowledge Base: How to create a Derived Transformation Metric using the MicroStrategy Java Web SDK 9. To filter the subscriptions that are listed, right-click in the Subscription Manager and select Filter. Following is the architecture of MicroStrategy: 1. MicroStrategy Visual Insight has view filters or visualization-specific filters that can target individual visualization. Our goal was simple — to build the next-generation dashboard editor. For example, the user can answer the Northeast region or 2002, and the appropriate data is returned from the data warehouse. ) Once your filter containing the prompt (s) is created, see Adding a. Web use prompt editor: use the prompt editor, and create or modify prompts. The different kinds of value prompts are: Date prompt: Users enter a specific date for which to see data. This metric divides the sum of VOL fact at report level by [Net Weight] after applying it a character replace at BBDD level with ORACLE's replace function (it seems that the BBDD is ORACLE), and breaks it down by product. The Filter Editor opens. xFrom the first drop-down of the banner at the top of the screen, select Filter or Highlight. 236. After selecting the blank dashboard, unlock it from the Options. To create a static label, type text: a. Use the steps below to add a Text prompt to a custom group. While this code may apply to other releases directly, MicroStrategy Technical Support makes no guarantees that the code provided will apply to any future or previous builds. Accept all the defaults and save the prompt and the filter. x URL API Using the MicroStrategy Web URL API, it is possible to execute a report services document and indicate that the default prompt answers be used automatically. This article discusses how the two solutions fare in. From the Graph Sub-type drop-down list, select one of the following:1. In the View filter, click Add Condition. Case can be used for categorizing data based on multiple conditions. The prompt object is incomplete by design. Hi @Bharat Bhushan(Inactive) (Customer) , As command SQL cube created by user have to be published first before they can be used as result prompts are not supported just yet. The New Prompt page opens. By default, it is enabled, so that once a user clicks an object (button, link, and so on) in the selector, the change is automatically applied to the target of the selector. Users can also choose to display each filter in a different style as shown below, Users can select how each filter selector can target other filter selectors in the filter panel using the following three modes. From the Tools menu, select Document Properties. How the user answers the question determines what data is displayed on the report when it is returned from your data source. For filters in the filter panel, after the dynamic default selection is defined, an icon and text ('First N'/'Last N') appear indicating dynamic selection is ON. Create as many object prompts as necessary. Click Certify. This is possible in the most recent versions of MicroStrategy (I think 9. Click on the visualizations you want to select as targets. Tableau faceoff. Request free demo. MyAttributeEqual2. – Calculations. Value Prompt. 4. Then just save the document. There are two ways to display the prompt selections for the object prompt in the document. Select a prompt style and click on 'OK'. So far we saw reporting with one source of data as the source. Select a prompt answer and click Apply. 9/10. These prompted filters allow a report to have a dynamic report definition, which can change with each query when the information in the prompt dialog box is altered. 4. If you are editing the If function, use the values in step 7. We can see that the whole time period in the data is divided into years and years into months. View the orange Certified ribbon on the dossier. With MicroStrategy 10. Data Mining. The MicroStrategy Desktop User Guide describes the steps for a business analyst to execute and analyze a dashboard in MicroStrategy Desktop. Click the name of a report to execute it. Selector two selects Region element. Enter a title and a description for the prompt. Create a filter on attribute "Quarter" and click "Prompt. 2. If for example, the user enters 10/08/08, the report will display the month of October 2008. The General preferences page lets you personalize your MicroStrategy Web settings, including the language in which reports are displayed and whether to display Save options that let you save a report as static or prompted. September 22, 2023. Documents and dashboards allow you to display your business data in a user. For instructions, see Adding panel stacks to documents. Click Next. Create New Dataset. The MicroStrategy analytics platform is a cloud-based and on-premise self-service business intelligence platform that supports both data mining and visualization. " Select "Use a filter to reduce the number of elements" and select the "YEAR FILTER" created in the previous step: Save this filter as "QUARTER FILTER:" Follow the same basic procedure as above to create a Month filter. First, define one visualization as the source. The value from of visualizationKey is necessary to specify which single. 4. You can add a prompt to a report to determine what data is displayed on the report based on how the user answers the question. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. In such case, we can use the attributes and metrics from both the sources in creating the visualization. Understanding Attribute Join Types. At least one of the datasets used in the dossier or document contains a prompt, which is not supported with MicroStrategy Library 10. An object prompt for one or more metrics placed on the columns. For example, your document contains datasets with Region and Call Center prompts, and you want to answer the prompts in that order. It visualises interactive dashboards, charts and graphs and improves analytics and predictive modelling capabilities. Choose File > New Filter. Tableau faceoff. Create a filter on attribute "Quarter" and click "Prompt. 2. SecurityRegion table defines from which region a user is allowed to view data. CAUSE: This is an identified defect in MicroStrategy Web 10. Hierarchy Qualification Prompt. MSTR file) by selecting Share->Export to Dashboard file, which gives a warning message as shown below. In MicroStrategy Developer, choose File > New > Prompt. In MicroStrategy Analytics Express, you can export the document with advanced templates as Dashboard file (. 1. 11 will support prompts for end users. Follow the instructions in Creating Subscriptions. Number of Views 989. As described in the "filter another selector" example above, the same selector can target both a Grid/Graph report and another selector. Create Dashboard A with the above report as the dataset. For filters, the ApplyComparison and ApplySimple functions are most useful, although you can also use Apply functions to create metrics and prompts. 11, dossiers and documents containing prompts can be added to. Select Filter definition prompt -> Choose from an attribute element list as shown below. Uncheck ‘Apply selection as filter’. (You can add more than one prompt to a custom group. Experience the platform yourself! Request a pilot and a member of our team will contact you to understand your business needs and demonstrate how MicroStrategy can help. and 10. The platform can be implemented on a gradual and as-needed basis, so users can start small and scale to enterprise-level deployment. 9 and 10. This calculation can be aggregated from the Employee level to the Region level. For the reference, when a user defines prompted filters, the report prompt page will be displayed as below, note that there are two prompts to qualify on Day attribute: STEPS: 1. Create a FreeForm SQL Report and add this nested prompt into it. Create a new Metric called '1997 Dollar Sales' using 'Dollar Sales' with Year = 1997 as an embedded filter in the metric, and use the new metric when creating the custom group. 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. To create transformation metrics using the Metric Editor, see the Advanced Reporting Help. Here you can see how to create a 3-level deep nested prompt that will prompt the user to select a year, then a quarter within that year, then a month within that quarter. Use one of the procedures below to add one of these prompts to a filter. For example, you want a report that lists all employees whose age. A prompt allows a user to provide an answer to restrict or filter data during report execution. For example, you want a report that lists all employees whose age. When to use: You want to see the distribution of one or more datasets. But we can also add more than one data source to the same report. In MicroStrategy Developer, create a new report or select an existing report to use as the data mart table. 0 Hotfix 2 Patch 3 (9. Finally in version 9. Enable users to interact with personalized chat for further product discovery. Read our trends article to know what the future holds. it should display 'Shortcut to: Date Prompt) Custom: AddMonths(?, -1) Add the filter to a report to get dynamic date functionality. KB10296: Users see duplicate values when creating an element list prompt in MicroStrategy Developer 9. Field Name is called 'Group' There are certain 'Group' names that I want to put in a certain category using the CASE logic. Learn dashboard basics. you can't use directly the prompt answer (I assume you where trying to use {&PROMPT1&}, because this was also what I tried to do in the past), but you can use the result of a dataset that contains that prompt as condition for your conditional formatting. (See How to Save Your Personal Prompt Answers in MicroStrategy for more information. Include “Qualification Prompt”. , argument_n) The placeholders are represented by #0, #1, and so on. Select the Set the value to be used in place of empty values when the report data is sorted check box. A single panel is automatically added to the panel stack. Where to use value prompts. The ApplySimple function is a single-value function. The platform can be implemented on a gradual and as-needed basis, so users can start small and scale to enterprise-level deployment. To avoid overlapping when the screen size changes, it is always better to align rather than overlap the textboxes and leave enough room for them to stretch. Through these interview questions and answers you will learn what is metadata, attributes, mapping, hierarchies, facts, smart metrics, transformations, filters, prompts and more. User will be prompted to enter a date. Click the “Select File” option. 9% of resumes. For example, the Date prompt can be useful when added to a filter that screens data based on Year=2006. Click Create on any page, point to New Prompt, and select Object. Using this custom visualization you can easily create Bar / Line chart with animation features based on Apache ECharts open source library. 1; Product Documentation: How to Create a Derived Metric from an AttributeEmbedding Dashboards: Learn how to embed Dashboards from the MicroStrategy platform into external applications. To add a prompt to the report, drag and drop the prompt from the All Objects pane onto the report. SOLUTION:We use MicroStrategy's full set of products, sourcing from an array of database technologies, but mostly from Microsoft SQL Server, Hadoop, Spark, and Storm. This feature is only implemented for element list prompts . The two lines extending outside the box are called whiskers and represent the first and fourth quartile, along with the minimum and maximum value. Display Mode. Some sample reports and dashboards are. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. With system prompts, it is possible to use database security tables to build MicroStrategy security mechanisms. 3. On the example above, they are displayed as Report Objects on the left of the Report Viewer. ; Right-click on the column header again and click Edit Selector. You can now select one Metric or the. In MicroStrategy Developer, use the Folder List on the left to navigate to the folder where you want to store your new filter. Accept the other default values. g. When the property is disabled, the user can choose when to update the target, by clicking Apply. We also added an Advanced Properties panel, SQL view in pause mode, more formatting options, customized subtotals, and support for transformations, consolidations and custom groups. In this. The major usage of the tool is for analytical purposes (reporting) by interacting with Hadoop, Microsoft SQL Server Tables, and SSAS MDX. Human. Predictive analytics is a powerful tool to forecast trends within a business, industry, or on a more macro level. These custom prompts give you more control than the default edit links and can come in handy when advanced developers want to get creative. 9) Arrange the prompts on the grid as you see fit. Connect and share knowledge within a single location that is structured and easy to search. Use the steps below to add a Text prompt to a filter. When using any of the Apply statements in conjunction with prompts used to select attribute element values, it is necessary that a value be returned as an argument into the function of the statement. To access the public folder, login to MicroStrategy developer as administrator and go to option Public Objects. Suppose I have a dashboard with a report embedded in it in Microstrategy. Image by author. ')"; [Net Weight. Modules are organized around the business intelligence concepts, tools, and applications, and the use of data warehouse for business reporting and online analytical processing, for creating visualizations and dashboards, and for business performance management and descriptive analytics. For example, you can include metrics or attributes in a single object prompt, but not both. Notice that the filter appears as only a line. Follow below steps to achieve that : Create Elements Prompt and add them into Report coming from Intelligent Cube. Object layers contain and store the objects created in MicroStrategy. The Profit metric is a simple sum of the Profit fact. A metric set qualification, as the output level (see To use an object prompt as the output level for a metric set qualification for instructions) Then you add that filter containing the prompt to a report. Grouping. A dashboard is made up of multiple visualizations. it should display 'Shortcut to: Date Prompt) Custom: AddMonths(?, -1) Add the filter to a report to get dynamic date functionality. As per the knowledge base I cannot pass parameters to the VLDB properties. We will obtain this information using the MicroStrategy APIs. 1. Example: In the database warehouse, there is a table called SecurityRegion, with two columns, Region_ID and User_ID. The ApplySimple function is a single-value function. This article details the behavior differences of an object prompt report when creating a visual insight dashboard through the web folder browser versus the tools menu in the prompted report. May be convert this into freeform sql report with required prompt. It must be answered before its dependent prompt, called the incomplete prompt, is loaded. Microstrategy multiple filtered metrics based on same attribute. 4. Follow below steps to achieve that : Create Elements Prompt and add them into Report coming from Intelligent Cube. Select a prompt answer and click Apply. The object is named as "User Login" and is implemented as a prompt object. Dossiers with MicroStrategy 10. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single,. Published: Jun 13, 2017; Last updated: Apr 12, 2019;. Ad hoc query. 0. Cramped details create too much visual overload. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. However passing content (dynamically or prompt answers) was difficult (if possible) to add to maintain. This happens when something is entered into a search field such as the attribute field in the example above that doesn't line up with an object in the metadata. MicroStrategy 2 min #17 - Embed Dashboard into Sharepoint. Steps to change this behavior at the document level are provided below. 1. It is used to insert any single-value, database-specific functions and simple operators directly into SQL. KB30925. Check other tables and select/deselect correct tables. Place the nested prompts into the report filter. The impact is limited to the 'browse all objects' option on dashboard in MicroStrategy Web 10. You can create a single attribute form that combines these two columns as described below. Best practices to design or utilize mobile dashboards in offline mode in MicroStrategy Mobile. If you are filtering on a metric, select the operator on which to base the filter. Step 1. Unlike a security filter which applies to all reports/prompts in a project, this method allows a developer to dynamically control the information seen by relating the User Login to relevant data. Enter 'Year' as the attribute and click 'Prompt' as shown below. consider using MicroStrategy for your analytics needs: Time to market – Developing analytics capabilities in-house can be a lengthy process, taking months or even years to complete. You want to guide your audience through the high, the low, the plot, and the ah-ha moment of your analysis flow. Qualify on ID; Operator changed to between; Simple prompt: ? (immediately click finish and drag prompt onto filter. How the user answers the question determines what data is displayed on the report when it is returned from your data source. MicroStrategy, a longtime independent analytics vendor, already offers some augmented analytics capabilities, such as natural language processing (NLP), and supports AI. The following procedure describes how to achieve this: Create the highest level filter. Using URL to answer prompts. x - 10. Once data flows into the interface, the dashboard will come to life. KB46894: How to directly email a link to a report and dashboard in MicroStrategy Analytics Enterprise 9. The report or document presents a prompt question to be answered before the report data is displayed. SYMPTOM: When a document defined with at least one nested prompt and a link to another document with prompt answer to be carried on, incorrect document result may come back when there is a dataset cache already existing. Right click the report and select "Properties": 3. MicroStrategy Mobile is an application for mobile devices that allows analysts to view, refresh, and analyze MicroStrategy reports and Report Services documents. You have now selected your prompt answer. Is there any other way of calling the Stored Procedure where I can pass parameters to it - before the report SQL is executed. Data Exploration: With MicroStrategy, users can drill down into data, perform ad-hoc analysis, and interact with visualizations to discover hidden insights and trends within their data. view report in your Dossier is if you need to use prompts. Uncheck ‘Apply selection as filter’, and enable ‘Automatically update when there is no data for the current selection’.