Experience in creating dashboards using Microstrategy Involved in validating data returned in all reports, provided a detailed analysis of data, and identified data quality issues. Moving the CG/Consolidation to the left as a first column may fix the problem. Your separator may vary depending on your number and date format locale. ApplyAgg. A derived element is a grouping of attribute elements on a report. In the "Metadata Repository" screen, select the "Project Source Name" and check the "Export Translations" option, as shown in the. This report is made up of custom group elements that consist of a header a. The following is a quick reference table for a MicroStrategy Custom Group: A Custom Group is an Application Object that creates dynamic sets of data in such a way that it gives the ability to create several mini-reports inside a Report. For example, you need to analyze data by season (Fall, Winter, and so on) although your project does not contain a Season attribute. 1. In MicroStrategy Web, edit or execute a report. Add the Age Groups Custom Group and the Profie and Revenue metrics to a report in MicroStrategy 10. A custom group is made up of an ordered collection of components called custom group elements. Overall customer rating 9. Follow the steps below for an example of how to do this. The syntax is: FileLocation is the path to the saved test file. This tool is known for its flexibility and speed of data study without losing on. Consolidations enable users to create. 2. 0, while Tableau is rated 8. Find an event in a city near you. Dataset 2 contains Year and Profit, filtered to return data for only two years (2008 and 2009). Source: MicroRooster. With an OLAP Services license, user can perform additional OLAP analysis, using the following features: Displaying data on the fly: dynamic aggregation, page. The connection is automatically renewed, or reconnected if server’s session associated with the connection expires due to inactivity. How MicroStrategy empowers you to design and deploy compelling, responsive Dossiers suited for all audiences and devices in under a day Speakers: Amy Laresch, Product Manager, MicroStrategy; Keng-Fu Chu, Principal UX Designer, MicroStrategy; Jeff Courcelle, VP of UX Design, MicroStrategy; Julia Zhu, Sr. By implementing the security policies and configurations provided by MobileIron, administrators can apply enhanced protections to mobile devices in use across the enterprise. Fact table levels: The context of your data. A Group derived element is a combination of attribute elements into a single derived element. A sales team might use a business dashboard to connect. This is caused by subtotals for the custom group object being disabled at the report level. It enables you to group attribute elements in new ways without altering the metadata and warehouse. a) Attribute form qualification. Group 1: Atlanta, San Diego, Berlin and San Francisco. All right, let’s get started! Performance Indicator We will explore two objects that serve this purpose: Custom Groups and Consolidations. Syntax . Custom Data Markers allow for the flexibility to add more context to your displayed data and personalize it to the business user. This feature is similar to what we see in web pages. A user may have a report with a custom group/consolidation and attributes and want to return the total within each custom group/consolidation element. x, non-aggregatable metrics are used for this kind of calculation. use functions that are not standard in MicroStrategy but are available in various RDBMS platforms. Creating metrics on-the-fly: derived metrics, Defining attribute elements on-the-fly: derived elements, Filtering data on the fly: view filters and metric filters, Importing data as an. Target: The target is the attribute level at which the metric calculation groups. Through these interview questions and answers you will learn what is metadata, attributes, mapping, hierarchies, facts, smart metrics, transformations, filters, prompts and more. . Select Data > Report Data Options. For example, the separator is a comma (,) in English and a semicolon (;) in German. Vitaracharts for Microstrategy offers a variety of customizable data marker options for all charts including grids where there is a wide variety of use cases for this feature. A consolidation allows you to group together various elements of the Region attribute into various territories and place them on your template. Pros. The different kinds of value prompts are: Date prompt: Users enter a specific date for which to see data. In its most basic form it consists of two parts: A report template (usually simply called a template), which is the underlying structure of the report. 4. Custom group expressions: A custom group is an object that can be placed on a template and is made up of a collection of elements called custom group elements. These groups provide a new view of report data for analysis and formatting purposes. The report data is as displayed below. Custom group elements can include a logical expression containing any of the following qualification types ("Developer" and "Web" indicate which product the qualification can be created in): Attribute qualification (Developer, Web): Restricts data based on the value of an attribute form; lets you view data only for attribute elements in a list. Consolidations are used to group the attributes without disturbing the schema and it can group attributes based on the elements. In your Datasets panel, hover over the name of your dataset. Custom Tooltips in Microstrategy developer and Web The following table describes the macros you can use to customize graph tooltips in both MicroStrategy Developer and MicroStrategy Web: Macro Information Displayed {&TOOLTIP} All relevant labels and values associated with a graph item. 11. 1. The following is a quick reference table for a MicroStrategy Custom Group: A Custom Group is an Application Object that creates dynamic sets of data in such a way that it gives the ability to create several mini-reports inside a Report. To apply the selections as a slice,. Source: MicroRooster. Derived elements are available only from MicroStrategy web. MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics for using the MicroStrategy query and reporting products. 9K views 4 years ago MicroStrategy In this video I will discuss when you should use a. Here are the series of steps to setup report objects in which metrics and subtotals so only the subtotal field will contain the RunningSum and the regular metric values will be standard sum values. . Create a report that uses this. None, which excludes the attribute in the target from the GROUP BY clause in the SQL statement. If the document is already open in Design Mode, click the Editable Mode icon . The total is calculated for all the selector items. Filename. MSTR has evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories . Pass-through expressions, also called Apply functions, allow use of special functions or syntactic constructs beyond what MicroStrategy can create on its own, but can be obtained through the relational database. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. Since the Query Engine uses a smart algorithm to combine consolidation elements and determine the minimal number of SQL passes, only one SQL pass may be needed for all the consolidation elements. Retrieve a list of user groups and the associated users in MicroStrategy Developer Follow the steps below to create a list of all groups and the users in each group: In MicroStrategy Developer 9. By implementing the security policies and configurations provided by MobileIron, administrators can apply enhanced protections to mobile devices in use across the enterprise. Consolidations are groupings of attribute elements while custom groups are based on filter criteria. Execute the report and view the SQL:Retrieve a list of user groups and the associated users in MicroStrategy Developer Follow the steps below to create a list of all groups and the users in each group: In MicroStrategy Developer 9. Schema objects include facts, hierarchies, and custom groups; application objects include reports, documents, and metrics; and configuration objects include project sources, database instances. There's a reason we're at the top of the list. Dynamic Custom Group in Dashboards or Dossiers. Another possible workaround is to divide the consolidation element expression by the number of attribute elements in that consolidation element (e. A badge icon appears on the item to indicate that it is certified. Visualize the flow from one set of values to another to gain insight into relative contributions. I. KB16396: A total subtotal incorrectly sums both the elements and individual items in a custom group in MicroStrategy Devel… Number of Views 611 KB4531: How to create a report that displays the top 'n' Item sales (variable) for each Subcategory within a. MicroStrategy is a data analytics platform that delivers actionable intelligence to organizations of all sizes. Moving the CG/Consolidation to the left as a first column may fix the problem. Updated: November 2023. The custom group elements can be. Schema objects include facts, hierarchies, and custom groups; application objects include reports, documents, and metrics; and configuration objects include project sources, database instances. The SQL for a report with a custom group is likely to be very complex. The elements of the consolidation appear as rows on your. From the perspective of the report design process, a custom group is an object that can be placed on a template. Right-click on an existing environment and choose Properties. It leverages data connectivity, machine learning and mobile access to offer users comprehensive control over their insights. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence; Multi-Cloud; Embedded Analytics. For Network: Transport Routes Overview -> Config. x, there is no way to duplicate a custom group element. Version 2021. Normally, users would accomplish this with an attribute by setting it to the level of that attribute, however that may not produce desirable values. But it’s nipping at the heels of leading BI. Drag an attribute from the Datasets panel to the Columns area of the Editor panel to add attributes to the columns. simply a grouping of attribute elements is called Consolidation. Intelligence Server generates the SQL to execute against the data source (can use Multi-Source)where: customgroup_name is the name of the custom group, of type string, between double quotes ("). mtc is the name of the saved test file. About the Authors; About the. First, create a consolidation that has a few elements but specifically at least one element with more than 2 attribute elements in its consolidation. The Grouping Properties dialog box opens. . By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. From the Tools menu, select Grouping. Custom Group Effects on SQL Generation. Schema objects include facts, hierarchies, and custom groups; application objects include reports, documents, and metrics; and configuration objects include project sources, database instances. This allows you to group attribute elements on a report in a way that is not defined in your data warehouse. blogspot. About Custom Group Elements. MicroStrategy is the best BI tool used for reporting the data in very good design and graphical way. Derived elements are available only from MicroStrategy web. 1. 3. The recursive hierarchy table has to be split into several tables, one for each level in the hierarchy. The Subscribe to FTP dialog box opens. Make two grids with different attributes and metrics in each 3. From the left, click Document. community. Step 7) In the next screen, Enter Field Status Groups for the Field Status Variant. 1 the sel… Number of Views 778 KB211988: Modifying a Custom Group in Web using the “Save As…” option overwrites the ACL of the Custom Group. Step 1. The Custom Group Editor appears. Run Repository Translation Wizard from the Start Menu -> Programs -> MicroStrategy-> Object Manager. 5. Right-click the custom group, then select Edit. Create a new consolidation with three elements - Winter, Spring and Winter + Spring, as illustrated below: Create a report with the above created consolidation and three metrics -. The steps below show you how to create a custom group in MicroStrategy Web. Once data flows into the interface, the dashboard will come to life. Description: A training video demonstrating how to create, use and forma. I have a bunch of table that looks like this: Fact table 1. The different kinds of value prompts are: Date prompt: Users enter a specific date for which to see data. Web Professional. Specify the desired delivery options including recipient address, subscription name. Count of Parents in Platform Analytics: There is an OOTB metric called Objects, which calculates the parents of a component object. Unique Features. The SQL will pull back counts for A and B. Select your custom visualization. This option is available only when the Compress Contents check box is selected. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformCommunity & Support Search Discussions Open A Case View My CasesHyperIntelligence and its Architecture. When you open a web page the extension automatically scans web pages in your browser and underlines keywords that you can hover over to trigger cards. 2) Create Metric2 as the RunningSum of Metric1. Click the arrow to the left of a custom group element to expand it. One common way to do this is to compare the date information you have stored to the current date. In the list of categories on the left, click Subtotals. Enter a name for the custom group in the Enter Custom Group Name Here field. 1. 0). A sample report is: Attributes: Metadata, Project, Object, Object Type, Component Object Type. x. 2. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. STEPS TO REPRODUCE: Create a document in MicroStrategy Developer or Web 10. From the Home menu, point to Subscribe to, and select FTP. That is, we will not be able to create these elements using the. Open the Workstation window. If projects are distributed asymmetrically across the cluster, when you assign an event-triggered schedule to a project, make sure you trigger the event on all nodes on which that project is loaded. Execute one of the following options: To specify default prompt answers, click on 'Add'. There are three types of objects: schema objects, application objects, and configuration objects. A custom group is made up of an ordered collection of elements called custom group elements. Note: If a user enters more than 15 digits for a. Using custom groups, you can group attribute elements in a way that is not defined in the data warehouse. ,) SQL level tuning (Stats, Indexes, Cross Join Avoid, etc. Number of offices 3. Ø Local Transaction options. The Custom Group Options dialog box opens. The metric value of the first element (which is already the total of the individual items in the element) is added in the Total Subtotal displayed in the grid report. Create a consolidation with Region grouping 1-2 different attribute elements. 4. Custom Visualizations: Users can create or import custom visuals to make their reports more tailored and effective. Asked 4 years, 11 months ago. 6 and later) Installation Instructions. Group 4: London, Fargo, Memphis and Charleston . Expand the Series category. mstr) file size (MB) setting. They act as containers for non-standard SQL expressions that MicroStrategy does not support. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. Group 2: Washington, DC, Salt Lake City, Miami and Milwaukee. Grouping in a metric level determines how the metric aggregates. This feature is similar to what we see in. Split Hierarchy with M-M relationships: Explanation. Create a report with Year, the Region consolidation, and the Profit metric. Details of 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. For more details, see the Custom Groups and Consolidations chapter. Consolidations: Virtual attributes. Enable Subtotals and enable a basic total. For example - We need to see a…Custom number format syntax — If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. For example, the report below contains Region, Category, and Profit. To resolve this issue, perform the following steps: Right-click on the Project in MicroStrategy Desktop and go to Project Configuration. 5K subscribers Subscribe 3. A custom group is a set of special filters that can be placed on a template. In the bottom left corner, click on the button "Generate Connection File". Now using the mouse place the cursor on text box of 10000 which is next to 'Maximum number of monitoring objects displayed per page. They can be defined from any of the following: Attribute elements from different levels of the same hierarchy, such as Region and Call Center in the Geography. A cross join between datasets can result in rows or Group Header/Footer sections that do not have metric data. Query Stage: Retrieve data from the warehouse. How MicroStrategy empowers you to design and deploy compelling, responsive Dossiers suited for all audiences and devices in under a day Speakers: Amy Laresch, Product Manager, MicroStrategy; Keng-Fu Chu, Principal UX Designer, MicroStrategy; Jeff Courcelle, VP of UX Design, MicroStrategy; Julia Zhu, Sr. The Custom Group content should be similar to: 2) Create a RunningSum metric over the regular Revenue metric:1. Note that a custom group, 'Age Groups' from the MicroStrategy Tutorial project, is used in the page-by axis. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. ALTER CUSTOMGROUP "My Custom Groups" IN FOLDER "Public ObjectsCustom Groups" NAME "Modified My Custom Groups" DESCRIPTION "Modified Copy of My Custom Groups" FOLDER "Public ObjectsCustom GroupsModified Custom Groups" ENABLEHIERARCHICALDISPLAY FALSE ENABLESUBTOTALDISPLAY TRUE. Consolidations allow you to group attribute elements in new ways without changing the metadata and warehouse. This prompt is used in a filter. The schema looks like the following diagram. For example, we create a group that is “East Zone” and generate a list of regions that are in the east zone. It is made up of an ordered collection of elements referred as custom group elements. One element will show the top ten customers and another element will show all customers. Now to fix this create a new Derived metric on Category attribute first with formula as Max (Category) {~ } and calling Books. To resolve this issue, perform the following steps: Right-click on the Project in MicroStrategy Desktop and go to Project Configuration. Invoke the MicroStrategy Integrity Manager executable MIntMgr. Type the Name of the personal view. Both documents and RS dashboards provide the freedom to design a dashboard pixel-by-pixel in multiple editing and previewing modes. Select 'Add a Metric qualification' and click OK. Visit the data visualization and data dashboard galleries for inspiration. Zip File Name: Type a name for the zip file in the Zip File Name field. Case can be used for categorizing data based on multiple conditions. Click Insert Visualization . The Configure Transactions Editor opens. A recent survey by Gartner, Inc. Consolidations vs Custom Groups. ApplyComparison. On the toolbar, click Add Element. In the Report Data Options Window, Select Calculations > Subtotals. {&GROUPLABEL} Name of the graph. The object Type is listed as Super Cube: This can also be seen when editing or authoring a dossier. The essential distinction is that consolidations work with attributes and custom groups use filters. Create or edit. Select only Configuration Objects for documentation. Being able to run this calculation would. 1. We will explore two objects that serve this purpose: Custom Groups and Consolidations. For information on whether your database supports various date and time functions, see MicroStrategy and Database Support for Functions. Use that metric in a custom group that bands based on metric value and for each metric value. Custom groups are more flexible than consolidations because you do not have to know much about your data to create filters for a custom group. Microstrategy - how to create a custom group with boolean band. 2. Fu nction Types. Microstrategy Dossiers With the release of MicroStrategy 10. But then it will add these 2 together for A+B. For tp & TPPARAM: System Overview Screen -> SAP System -> Check -> Transport Tool. Step 10) Press “Back” for the SAP Standard Toolbar. All attribute element data is added together to form the metric values for the new Group derived element. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. x, select 'Project Documentation' from the Tools menu to start the wizard. microstrategy. The Custom Group Editor opens. 9% of resumes. Open the custom group editor and drag an object from the object browser to create a custom group. KB42896: How to grant privileges to a user, user group or security role using MicroStrategy Command. For detailed steps to define a condition, see Condition Editor. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. com Format: A MicroStrategy Online Training Video blog. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. The third-party product(s) discussed in this article is manufactured by vendors independent of MicroStrategy. 2. This can be reproduced in Microstrategy Tutorial by following the steps below. Right click on the Grid object and select Properties and Formatting to set Photo Uploader as the widget under Widget setting unchecking full screen for android phone as following. The second most common hard skill for a microstrategy developer is bi appearing on 5. Numeric prompt: Users enter a specific number, up to 15 digits, which is then used as part of a filter, or within a metric, to look for specific numeric data. this allows users to perform the in-depth analysis of their data and get the valuable results from their data. Consolidations are used to create virtual attributes to allow reporting on attributes that do not exist in the data model. VLDB Category. How to create a consolidation in MicroStrategy. Below are the recommended best practices when scheduling jobs and administrative tasks in MSTR: Executing simultaneous reports can strain system resources. Examples include "Region = Northeast" or "Revenue > $1 million". 7x. When using a Custom Group or Consolidation as a selector, the option Apply selections as a filter is grayed out under the selector properties in MicroStrategy 9. 1) Create Metric 1 which is the sum of the fact that is to be in the columns. All", change the definition as below and save it as "Top 5. MicroStrategy’s OLAP Services is an expansion of MicroStrategy Intelligence Server. com, that centralizes your learning content, from custom courses to project overviews and how-to videos, all alongside Education courses and certifications. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Interact with the engaged MicroStrategy Community to get answers to all your. . Below were my list of questions to be aware as an basic MicroStrategy Developer from my personal experience (dusted from my backup to share with you all). Run the document on iPad, as shown below: 12. Consolidations Homepage Consolidations, custom groups, derived elements, derived attributes and attribute groups are different methods in MicroStrategy to allow. 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. If the Sort By object is a consolidation or metric, the only option is Default. Microstrategy Dossiers With the release of MicroStrategy 10. The maximum file size of dashboard (. So distinct counts would not be possible. KB43303: After a consolidation is added to the sort-by in the runningsum parameters, the consolidation disappears after clicking OK and going back into the runningsum parameters in MicroStrategy 9. Business consolidation is used to improve operational efficiency by. Per-column group Advanced Filter; Thresholds . Derived element groups are defined by a list, filter, or calculation. Level metrics allows the users to choose the right combination of level target, filtering, and grouping (referred to as elements) to achieve your desired results. Get inspiration at the MicroStrategy data visualization gallery. We will explore two objects that serve this purpose: Custom Groups and Consolidations. 1. The different kinds of value prompts are: Date prompt: Users enter a specific date for which to see data. Derived element groups are defined by a list, filter, or calculation. An object is a basic building block in MicroStrategy. Change the formatting of the values to have different colors. Consolidation elements can also be an expression of attribute elements that make up a consolidation. Numeric prompt: Users enter a specific number, up to 15 digits, which is then used as part of a filter, or within a metric, to look for specific numeric data. Individual consolidation elements can be formatted so that they display as formatted on any reports containing them. Change the order that the conditions are evaluated. From the Schedule drop-down list, select a schedule or event on which to deliver the report or document. Selectors that contain attribute, custom group, or consolidation elements as selector items can also include an option to display totals. STEPS TO. When a user has additional attributes in the report objects window, the aggregation causes the consolidation to add up the percentages for the results for each attribute instead of dividing the overall numbers. Navigate to and select a Transaction Services report, then click OK. Add the Custom Group to Grouping, as shown below: On Call Center Group, right click and select Sort – Inherit attribute sort. A new custom group element is created, with the default name Custom Group Element1. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. Click Nextto pass ScanMD introduction to the next step, which is Step 1of ScanMD. Custom groups are. Summer consists of June + July + August, fall consists of September + October + November, and so on. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. Below are the steps to enable/disable the settings of data blending: 1. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. Consolidations: Grouping Attribute Elements with Arithmetic and Logical Operators. Enable hierarchical display for the custom group. Custom groups allow for unique aggregations of data elements and bands to provide a way for business users to analyze data in groups that do not exist in the original data source. Create or edit reports with authoring functionality. Group 3: New Orleans, Seattle, Boston and New York. And leverage the Page-By function to focus your analysis on one element. That is, we will not be able to create these elements using the. Case This function evaluates multiple expressions until a condition is determined to be true, then returns a. Fu nction Types. In the list of categories on the left, click Subtotals. mstr) files that can be sent through Distribution Services is defined by the MicroStrategy (. The tooltip will show the dataset type listed as a Super Cube. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. February 24, 2017 Uncategorized Consolidation and Custom grouping are special type of grouping filters and they are used when a User wants to see the metric values based on. x and 10. Click the name of a custom group element and type a new name in the field. They can create custom calculations, prompt for inputs, and easily share findings. Click on the Advanced tab and then the Configure button under 'Analytical Engine VLDB Properties,' as shown below: Expand the Analytical Engine folder and go to 'Subtotals Over Consolidations Compatibility. A custom group can group attribute elements in a way that is not defined in the data warehouse. x, select 'Project Documentation' from the Tools menu to. Select the 'Advanced' tab, as shown below: Change the setting for 'Attribute element browsing' (circled in red above) to the limit that is desired for the project. MicroStrategy Best Practices Dynamic Custom Group in Dashboards or Dossiers Custom groups enable users to view specific elements based on a metric or specification. The essential distinction is that consolidations work with attributes and custom groups use filters. It allows users to customize data visualizations and build personalized real-time dashboards. The numbers above the scale represent the minimum and maximum axis values. If an environment does not already exist, an environment will need to be created first. From the Visualizations panel, select Grid . Insert an HTML container (and not an image) and insert the script below. Property indicates whether the aggregation over the consolidation is allowed for the consolidation on the template unit Property indicates whether the aggregation over the consolidation is allowed for the consolidation on the template unit. The report displays derived elements defined using. Autotext code/macros in Microstrategy Document/dashboard. Dashboard execution stages can be represented below: MicroStrategy Intelligence Server When an end user makes a Document Execution Request through any client (a web browser via MicroStrategy Web, the MicroStrategy Desktop/Developer client, the MicroStrategy Mobile app, or the MicroStrategy Office client), the request is sent to. To add a derived element to a document, open the document in Editable Mode. Create a report with Year, the Region consolidation, and the Profit metric. In MicroStrategy Web, open the document in Design or Editable Mode.