Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence; Multi-Cloud; Embedded Analytics. Edit the custom group "Top 5 Contributors vs. This prompt is used in a filter. Filename. In MicroStrategy Web, right-click an object and select Share. Display the hierarchical view in the report (MicroStrategy Developer only) These tasks are completed at different levels and in different MicroStrategy. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. Examples of this category are simple mathematical. within a function are separated by commas. In the "Metadata Repository" screen, select the "Project Source Name" and check the "Export Translations" option, as shown in the. Group 4: London, Fargo, Memphis and Charleston . Right-click the Grid/Graph, transaction table, or any of the text fields in the panel stack, then select Configure Transaction. Go to Project Configuration > Database Instances > Connection Mapping as seen below: Click on New to create a new Connection Map and fill in the Criteria for the USA users for their connection mapping, as shown below: Note: When creating a new connection map, the users can choose from the following two types of database instances. 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. While this feature is similar to using an ApplySimple in a filter, the difference is that you can customize both sides of the condition, whereas with the ApplySimple you can only customize one side to be equal to a single Attribute Form. They act as containers for non-standard SQL expressions that MicroStrategy does not support. Slowly changing dimensions (SCDs) are a common characteristic in many business intelligence environments. Custom Group Effects on SQL Generation. Now your connection f. Cards present predefined KPIs associated with a selected keyword sourced securely from MicroStrategy. Custom groups are. Subtotals are totals of selected groups of your metric data, totaled at a level you select. DEFINITION: This custom group is a custom group banding qualification created on the metric, with band size banding type and a step size of '1' (integers). Usually, dimensional hierarchies are presented as. 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. Grouping in a metric level determines how the metric aggregates. September 22, 2023. Derived element groups are defined by a list, filter, or calculation. 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. Say you want to create a custom group called "Sales Region" based on the State attribute: Tom sales region - California, Oregon, Nevada; Mary sales region - Atlanta,. Unique Features. On the toolbar, click Add Element. ” icon to expand it: All page-by attributes will. To apply the same tooltip to every item in the graph, select the Labels and Values category. 7x are listed below. Report will display result as below. Per-column group Advanced Filter; Thresholds . com, that centralizes your learning content, from custom courses to project overviews and how-to videos, all alongside Education courses and certifications. We need to establish a consolidation route for each transport layer. Following are the steps to create a custom group. Creating consolidations. 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. In MicroStrategy Developer, create a new report or select an existing report to use as the data mart table. 3. September 18, 2018. For this class,. This has been tested to work successfully in a 9. DOWNLOAD NOW. The header is an arbitrary name that you define when you create the element. To Create a Custom Group. 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. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. – Filters. 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. To install this visualization, download the . Change the order that the conditions are evaluated. This consolidation will contain four. The report displays derived elements defined using. MicroStrategy is a data visualization tool. 743,656 professionals have used our research since 2012. The essential distinction is that consolidations work with attributes and custom groups use filters. Use a percent-to-total shortcut metric to show cell-level values as percents of an accumulated row or column total. Select only Configuration Objects for documentation. 2. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. Consolidations are groupings of attribute elements while custom groups are based on filter criteria. The third most common microstrategy developer skill is templates on 5. 3. 1. MicroStrategy has partnered with MobileIron to add an extra layer of security to MicroStrategy Mobile applications running on iOS devices. Mid-America = Central, South. We will explore two objects that serve this purpose: Custom Groups and Consolidations. Examples of this category are simple mathematical. II. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. Qualifications are the actual conditions that must be met for data to be included in the custom group element. 3. 1K views 5 years ago MicroStrategy. Create New Metric in a report or VI. It leverages data connectivity, machine learning and mobile access to offer users comprehensive control over their insights. Click Certify. The custom group elements can be. Result for new metric is blank. To apply the selections as a slice,. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. Article outlines why available cache is not utilised when drilling to an attribute inside of an Intelligent Cube report that contains a consolidation or custom group in MicroStrategy Developer (formerly Developer) and WebOnly 29% of organizations consolidate to reduce spending on licensing. The metric can also show a total by page, show a total for each value of the attribute, or show the grand. -> Check -> Request Consistency. From the perspective of the report design process, a custom group is an object that can be placed on a template. a) Attribute form qualification. The Condition Editor opens. This option is available only when the Compress Contents check box is selected. Metrics: Component Objects. custom groups. User specifies the definition of the cube on a Report Template with Attributes, Metrics, and Filter. The chart below contains a list of all the object types and object descriptions occurring in MicroStrategy metadata: Never used, and all functions should check that zero (0) never pass for a type. Business consolidation is used to improve operational efficiency by. Information about custom groups includes: About Custom Groups: Grouping Attribute Elements with Banding and Filtering Custom Group Effects on SQL Generation. Watch free 3-5 minutes tutorial videos, with subtitles available in 9 languages, to build product fluency! Start learning. 2. 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. Open the document in Design or Editable Mode. Credits; About the Authors. This type of passthrough can be used to create flexible filters. Consolidations enable users to create customized groupings that allow row calculations between elements of a given attribute. 1. 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. 5K subscribers Subscribe 3. But it’s nipping at the heels of leading BI. – Calculations. Learn how to switch to a compound grid, add column sets in this new visualization. Case This function evaluates multiple expressions until a condition is determined to be true, then returns a. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. 3% of resumes. 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. x, select 'Project Documentation' from the Tools menu to start the wizard. Choose File > New Consolidation. Custom groups are used to apply different filters to different rows. . 4. Therefore, by default, custom groups are not sorted on reports and you cannot use the sort accessible from the toolbar or right-click menu option to sort custom groups. cache; com. A consolidation allows you to group together the elements of the Month of Year attribute into various seasons and place them on the template. Right-click the custom group, then select Edit. Microstrategy Dossiers With the release of MicroStrategy 10. 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. Second, create a metric that has the base attribute used in the consolidation as a part of the dimensionality. Open the custom group editor and drag an object from the object browser to create a custom group. ). Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. This is a database instance level VLDB setting. Each custom group. x, there is no way to duplicate a custom group element. Both tools allow you to plot interactive charts, graphs, and dashboards for comprehensive analysis. Following are the steps to create a custom group. x and 10. Make two grids with different attributes and metrics in each 3. {&GROUPLABEL} Name of the graph. Consolidations are used to define the data you want to view in your report. When creating a VI Dashboard which contains a grid dataset along with either a consolidation or custom group object, the 'Create Attribute' option does not display for any other normal attribute in the dataset. Create a report with Year, the Region consolidation, and the Profit metric. Derived element groups are defined by a list, filter, or calculation. Source: MicroRooster. Uninstall all the MicroStrategy and related products from Control Panel: Any MSTR Hotfixes applied. simply a grouping of attribute elements is called Consolidation. For more details, see the Custom Groups and Consolidations chapter of the Advanced Reporting Guide. x with any number of attributes. Microstrategy Dossiers With the release of MicroStrategy 10. Passes that hit the same fact table across different elements of a custom group are merged provided that they satisfy certain conditions. 1. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. In MicroStrategy Workstation, right click on any cube created via Data Import and select Properties. utils. This calculation can be aggregated from the Employee level to the Region level. Now using the mouse place the cursor on text box of 10000 which is next to 'Maximum number of monitoring objects displayed per page. Whether you're working with dossiers, cards, documents, or managing an entire intelligent enterprise, Workstation empowers you to do everything from one place. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. Custom Group Editor. Autotext code/macros in Microstrategy Document/dashboard. ApplySimple() Accepts facts, attributes, and metrics as input. This can be reproduced in Microstrategy Tutorial by following the steps below. {&GROUPLABEL} Name of the graph. A physical snapshot of the solution is: Each attribute has a 1-M relationship with its child. Metadata partition mapping is the mapping of partitions where the mapping of partitions is performed and maintained in the project metadata by the application, in this case, MicroStrategy. 4. When running a report in MicroStrategy Web with a custom group on the template, after enabling subtotals to display for the grid, users will notice that no totals display. The following window appears on completing the above step. Normally, users would accomplish this with an attribute by setting it to the level of that attribute, however that may not produce desirable values. Target: The target is the attribute level at which the metric calculation groups. To categorize the customer based on the total dollars spent in 1997, add the filter at the custom group level or at the metric level. Run Repository Translation Wizard from the Start Menu -> Programs -> MicroStrategy-> Object Manager. Right-click the header of the attribute whose elements you want to use to. The trouble of modifying custom SQL for every object which uses an Apply function when customers switch to different RDBMS and the SQL pattern changes for functions. This allows you to group attribute elements on a report in a way that is not defined in your data warehouse. Create a Report Services Document 2. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. Consolidations are groupings of attribute elements while custom groups are based on filter criteria. For example, a document contains two datasets. 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. 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. For example, a report. 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. Step 7) In the next screen, Enter Field Status Groups for the Field Status Variant. In the Grouping panel, right-click the grouping field to display horizontally, and select Grouping Properties. All", change the definition as below and save it as "Top 5. The connection is automatically renewed, or reconnected if server’s session associated with the connection expires due to inactivity. microstrategy. certificateOn the Graph menu, choose Preferences. 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. Ø Local Transaction options. 1. In addition, notice that the bars are all separated as a single bar based on their Revenue. community. The elements of the consolidation appear as rows on your. A recent survey by Gartner, Inc. The SQL pulls back the appropriate groups, and then performs the consolidation in memory. Both consolidations and custom groups provide flexibility in reports, but the objects differ in their structure and use. This is a list of the available auto text macros that the Report Services Document engine recognizes. Version 2021. In the right corner of the dashboard, change the data source to none. Change the formatting of the values to have different colors. There are three types of objects: schema objects, application objects, and configuration objects. With an OLAP Services license, user can perform additional OLAP analysis, using the following features: Displaying data on the fly: dynamic aggregation, page. Select any project that is in the project source that contains the users and groups and click Next. 7x. MicroStrategy has partnered with MobileIron to add an extra layer of security to MicroStrategy Mobile applications running on iOS devices. The Preferences dialog box opens. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. In general, a user specifies a list of conditions and corresponding return values. For more details, see the Custom Groups and Consolidations chapter. Other notable enhancements. Create a virtual attribute to allow reporting on an attribute that does not exist in the data model. MicroStrategy Advanced Reporting Guide provides comprehensive information on advanced topics for using the MicroStrategy query and reporting products. Follow the steps below. In this case, only one form exists for each, as shown below: With MicroStrategy, SQL optimization is performed, by default, across passes corresponding to different elements of a Custom group when possible. A Group derived element is a combination of attribute elements into a single derived element. For example: OR. Consolidation ; Custom group; Fact; Metric; Subtotal; Transformation; For information about consolidations, custom groups, metrics, and subtotals, see the Advanced Reporting Guide. 2. blogspot. {&GROUPLABEL} Name of the graph. Add a condition to a custom group element. MicroStrategy’s OLAP Services is an expansion of MicroStrategy Intelligence Server. The Grouping Properties dialog box opens. 2. The Custom Group content should be similar to: 2) Create a RunningSum metric over the regular Revenue metric:1. All articles. Microstrategy Dossiers With the release of MicroStrategy 10. The “ #n” code in Apply function syntax serves as placeholders for the MicroStrategy objects being passed to your database. Further, consolidations allow you to place this grouping of attribute elements on a template just like an attribute. If Custom Group A has six elements, Custom Group B has five elements and Custom Group C has eight elements, the number of SQL passes generated would be 6 x 5 x 8 = 240. UX Designer, MicroStrategy To enable totals or subtotals for a metric. 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. Keep Group Structure, which indicates that the custom group is not sorted (the default) Sort on Attribute ID. 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. Run the document on iPad, as shown below: 12. Microstrategy Dossiers With the release of MicroStrategy 10. Display the hierarchical view in the report (MicroStrategy Developer only) These tasks are completed at different levels and in different MicroStrategy. 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. So, I've had this problem in my hands for the last couples of days and it drives me crazy. this allows users to perform the in-depth analysis of their data and get the valuable results from their data. If the element name is shown, then the sum will be shown. Each text string entered in Report Pre Statement 1 through Report Pre Statement 4 is executed separately as a single statement. HRESULT : Aggregation ([out, retval] EnumDSSAEAggregation *pAggregation)Follow the steps below to create a list of all groups and the users in each group: In MicroStrategy Developer 9. Login to MSTR Developer then go to: User Manager > User Definition > Project Access. Calculate each attribute individual weight according to the level in the hierarchy (level in hierarchy/number of levels in hierarchy * 10). Consolidations enable users to create. The Report Pre Statement settings insert custom SQL statements at the beginning of the report SQL. The 30+ free BI comparison graphs will give you instantly insight in the pros and cons. Number of offices 3. x, select 'Project Documentation' from the Tools menu to. Here we have compiled a set of MicroStrategy interview questions asked in top organizations around the world. Consolidations are used to group the attributes without disturbing the schema and it can group attributes based on the elements. You can consider custom groups as many different reports "stacked up" together. CSS ErrorAnswer You can always convert a consolidation to a custom group, but you can only convert a custom group to a consolidation when the custom group filters are from the same table or very similar tables. Create or edit reports with authoring functionality. Reports that contain B or C will ignore filters on the other. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. The data for the Lookup_Region table came from a different source system than the data for the Lookup_Call_Ctr and the source systems have different naming conventions. Reports. Depending on the options that you select in the Custom Group Editor, the custom group could appear on the report in MicroStrategy Developer as shown below. I want to create a new Metric, using MicroStrategy Metric Editor, to check two conditions: 1 is progress_days > complete_date 2 is Status column is = In Progress. In MicroStrategy SQL Generation Engine 9. zip file below and deploy it in the environments where you want to use it - MicroStrategy Desktop, Workstation, Web, or Mobile. Nature: By nature, both Tableau and MicroStrategy tools are Business Intelligence software designed for visualizing data. How to create a MicroStrategy connection file (. This 'Top 10 Customers vs All' custom group will have two elements. To enable totals or subtotals for a metric. A consolidation is a set of attribute elements grouped in a way that they were not originally grouped within the project, so that you can use the consolidation (the newly consolidated elements) just like a regular attribute on a report. 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. You can create new schedules in the MicroStrategy Developer Schedule Manager. Click OK. Consolidations serve two powerful functions that can greatly enhance your reporting abilities: You can create a. Enable Subtotals and enable a basic total. To decide for yourself whether you should or should not use custom group, you must first understand the SQL executed by Microstrategy when you create a custom group. {&GROUPLABEL} Name of the graph. x. MSTR has evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories. The report is showing the correct results: Next, I created a Custom Group as follows: Now, add this custom group to the report and remove the Subcategory. For example, you might group the Month elements into December. The Custom Group Editor opens. Consolidation elements are attribute elements that define the consolidation. x, select 'Project Documentation' from the Tools menu to. Become a More Intelligent Enterprise. Select only Configuration Objects for documentation. com Format: A MicroStrategy Online Training Video blog. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. 1) Create Metric 1 which is the sum of the fact that is to be in the columns. Double-click 'Add Qualification'. A derived element allows us to group on the basis of: – List of elements. Count of Parents in Platform Analytics: There is an OOTB metric called Objects, which calculates the parents of a component object. For steps to create a custom group in MicroStrategy Developer, see the MicroStrategy. You can only certify dossiers in the Dossiers area of the Navigation pane. Enable Subtotals and enable a basic total. To execute more than five statements, insert multiple statements in Report. 16. The second most common hard skill for a microstrategy developer is bi appearing on 5. MicroStrategy Interview Questions. Description: A training video demonstrating how to create, use and forma. Click the Options icon . Description: A training video demonstrating how to create, use and forma. A custom group is a set of filters that can be placed on a template. Source: MicroRooster. VLDB Category. g. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. Click 'OK'. Fine Tuning how to do from BI Developer standpoint; VLDB properties (Changing governor settings, tuning the report sql, table creation type, pre/post sql statements for any stats, etc. Specify the desired delivery options including recipient address, subscription name. This calculation takes place in an analytical Engine so this helps for better performance when compared to Custom Group. Yes. 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. {&GROUPLABEL} Name of the graph. Watch this to learn about creating custom groups, time-based transformations, and shortcuts—all in. The settings are numbered 1-5. 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. They are group-value functions. An online search reveals that MicroStrategy has less market penetration than Tableau. Step 9) In the next screen, Maintain the Field status of the Group Fields. Open the Workstation window. 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. Note that a custom group, 'Age Groups' from the MicroStrategy Tutorial project, is used in the page-by axis. From the Schedule drop-down list, select a schedule or event on which to deliver the report or document. Configuration objects: Configuration objects enable us to connect with warehouse databases using MicroStrategy architecture. September 06, 2018. Create an empty MD shell in Microsoft Access. And leverage the Page-By function to focus your analysis on one element. Fact table levels: The context of your data. 3. Derived metric based on attribute values Here is how could create and display data correctly on using below simple steps. Being able to run this calculation would be useful for. The algorithm that calculates the table sizes performs the following steps: Calculate the number of levels per hierarchy: Hierarchy 1: 3. Both products' features range. Microstrategy removing rows with Zero metric values If there are more than one metric and want to remove the rows with Zero metric values. microstrategy. '. All attribute element data is added together to form the metric values for the new Group derived element. Add the Custom Group to Grouping, as shown below: On Call Center Group, right click and select Sort – Inherit attribute sort. The index for referencing these objects begins with 0 and increases by. MicroStrategy is a proprietary business intelligence suite based on a ROLAP back-end similar to Cognos or Business Objects. A cross join between datasets can result in rows or Group Header/Footer sections that do not have metric data. Go to Start -> Programs -> MicroStrategy -> Tools, run ScanMD. Finally, row level math can be performed. Custom groups enable users to view specific elements based on a metric or specification. Derived elements are available only from MicroStrategy web. The following table summarizes the similarities and differences between consolidations and custom groups. STEPS TO. The report-related objects placed on the template, such as attributes. First, create a consolidation that has a few elements but specifically at least one element with more than 2 attribute elements in its consolidation. For example you can determine Top 20 customers, report the revenue of all customes with M, and add some regional figures in a single custom group. MSTR has evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories . A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. Split Hierarchy with M-M relationships: Explanation. Create a report with the custom group "CG1" and the MDX metric "Cost". MicroStrategy is rated 8. To control the display of which Custom Group elements display sums, right click on the Custom Group element, and select "Show Display Options". The Consolidation Editor contains the following sections: The left pane contains an element list that includes the consolidation element you add. Watch this on-demand webinar to learn why MicroStrategy Workstation is such a valuable tool and how you can leverage it as a one-stop shop for operating and administering your MicroStrategy ecosystem. The total is calculated for all the selector items. Each element contains a set of filtering or banding qualifications. From the Elements menu, choose Add Element. Description: MicroStrategy lets you create consoli. DAY_DESC. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. With pass-through functions, you can create custom expressions to define attributes, metrics and filters. Custom Groups : Custom groups are set of filters and. From the Tools menu, select Grouping. Number of years active 18. KB42896: How to grant privileges to a user, user group or security role using MicroStrategy Command. STEPS TO REPRODUCE: Create a document in MicroStrategy Developer or Web 10. 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. 1, custom group selector does not have the custom group elements, while in 9. The five Apply statements enable you to take advantage of your database's native functionality. microstrategy. it looks like MicroStrategy doesn't support it, please advise. If the Sort By object is a consolidation or metric, the only option is Default. utils; com. The elements of a metric level are described below: •. 1. 1. Execute one of the following options: To specify default prompt answers, click on 'Add'. This object contains crucial project information that is generated and maintained by managers. Custom Group vs Consolidation; Auto Styles (Report vs Document vs Dossiers) Reports Creation.