ApplyAgg. Considerations for the use of star schemas with MicroStrategy SQL Generation. x. Consolidation ; Custom group; Fact; Metric; Subtotal; Transformation; For information about consolidations, custom groups, metrics, and subtotals, see the Advanced Reporting Guide. Derived elements are available only from MicroStrategy web. 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). The elements of a metric level are described below: •. com Format: A MicroStrategy Online Training Video blog. 3. 4. 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. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. Right-click the Grid/Graph, transaction table, or any of the text fields in the panel stack, then select Configure Transaction. 6 and later) Installation Instructions. 3. Microstrategy Dossiers With the release of MicroStrategy 10. Create a virtual attribute to allow reporting on an attribute that does not exist in the data model. To enable totals or subtotals for a metric. Under Elements for this consolidation, right-click and select Add Element. 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. Study MicroStrategy Advanced Reporting flashcards. Following are the steps to create a custom group. For example, you may want to see all the customers in a retail store that bring in over. 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. Selectors that contain attribute, custom group, or consolidation elements as selector items can also include an option to display totals. This approach makes it easier for you to specify a flexible partitioning. 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. 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. After you find the microstrategy. 1031 views | July 14, 2020 56:15. {&GROUPLABEL} Name of the graph item's category. The following options are available: Ø Transaction Mapping options. Create or edit reports with authoring functionality. 1 comment. These groups provide a new view of report data for analysis and formatting purposes. ApplySimple() Accepts facts, attributes, and metrics as input. In Step 1, choose a Project Source from the drop down list, and enter a Login and a Passwordthat have administrative privileges to the metadata. 3. Michael Sandberg's Data Visualization BlogMicroStrategy ONE introduces new features that provide better performance and scalability to enhance the overall user experience. Add a condition to a custom group element. mstr) files that can be sent through Distribution Services is defined by the MicroStrategy (. Schema objects include facts, hierarchies, and custom groups; application objects include reports, documents, and metrics; and configuration objects include project sources, database instances. 3. new_customgroup_name is the new name of the custom group, of type string, between double quotes ("). We will explore two objects that serve this purpose: Custom Groups and Consolidations. 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. This is a single-value function. This consolidation will contain four. Make two grids with different attributes and metrics in each 3. Open the Workstation window. Consolidations vs. Ca se functions Microstrategy Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. 1 and 10. This has been tested to work successfully in a 9. Depending on your MicroStrategy product and licensing, this function may not be available. Each element contains a set of filtering or banding qualifications. All articles. For example, setting Metric Join type to "Outer" at the report level (Metric editor > Tool > Metric Join Type) overwrites the Metric Join Type set at the Database Instance Level: The subject of Outer Joins is a very broad one, however, as a. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. This option is only available for alerts sent to email addresses. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. Dashboard performance troubleshooting in MicroStrategy 10. 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 ("). The grouping options for levels include: Standard, which groups by the attribute level of the target. Overall customer rating 9. (For a definition and examples of levels of aggregation, see How data is aggregated on a report: metric level . Moving the CG/Consolidation to the left as a first column may fix the problem. Below are the new features exclusive to. x, select 'Project Documentation' from the Tools menu to. utils. To allow sorting on the attribute elements after sorting by the metric total value, users may follow the steps below: Create a level derived metric to calculate on the attribute level at which the subtotal is calculated. com Twitter: @MicroRoosterFormat: A MicroStrategy Online Training Video blog. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. To execute more than five statements, insert multiple statements in Report. Open the document in Design or Editable Mode. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. A custom group can group attribute elements in a way that is not defined in the data warehouse. Comprehensive analytical capabilities and Automated reporting: MicroStrategy offers wide range of analytical features including data visualizations, advance analytics, data discovery and predictive modeling. Ultimately, it was. Viewed 13k times. Custom Data Markers allow for the flexibility to add more context to your displayed data and personalize it to the business user. Examples of this category are simple mathematical. Custom Groups : Custom groups are set of filters and. MicroStrategy has partnered with MobileIron to add an extra layer of security to MicroStrategy Mobile applications running on iOS devices. About Custom Group Elements. The syntax is: FileLocation is the path to the saved test file. com A selector can change panels, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. For Network: Transport Routes Overview -> Config. Choose the option, Add an Attribute qualification. Make two grids with different attributes and metrics in each 3. For example, you might group the Month elements into December. So distinct counts would not be possible. 0, while Tableau is rated 8. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. It queries SQL databases. Reports are now available to use and interact with in MicroStrategy Library: View standard reports in MicroStrategy Library to get a simple, grid view of data. 1. Custom groups; A custom group is a special filter that can be placed on a template and. A connection map in MicroStrategy is a link between a MicroStrategy user, a database connection, and a database login. 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. Experience. 5K subscribers Subscribe 3. Fu nction Types. If all conditions are false, a default value is returned. To apply the same tooltip to every item in the graph, select the Labels and Values category. On the toolbar, click Add Element. Enable hierarchical display for the custom group. $50,000 per year [includes deployment, hosting, maintenance, and 80 hours of custom course creation]As shown in the table in Custom Group Structure on Reports, you can enable custom group subtotals at the report or custom group level in Developer, as described below: The report level is governed by the Report Data Options, which allow you to disable or enable subtotals for each custom group on a particular report. Schema objects include facts, hierarchies, and custom groups; application objects include reports, documents, and metrics; and configuration objects include project sources, database instances. MicroStrategy’s mobile support ensures flexible, real-time data exploration. First, create a consolidation that has a few elements but specifically at least one element with more than 2 attribute elements in its consolidation. To support best dashboard execution and concurrency performance, MicroStrategy has chosen to limit the number of logical CPUs engaged for any single grid evaluation to 4. MSTR has evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories . 1. Choose the option, Add an Attribute qualification. In the Microstrategy Developer go to Tools -> Preferences(Not my prefernces :)) Under Developer category -> select Browsing on the browsing tab you see all the options like below: 3. Result for new metric is blank. Custom groups enable users to view specific elements based on a metric or specification. 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. The goal is to create an image link that is used to export the grid, like shown below: Document in Edit Mode Follow the steps below: 1. Starting in MicroStrategy 2021 Update 1, there is an new out-of-the-box, feature-rich. From the list of available objects, select the objects to be used as default values for the prompt and click on '>' to add them to the list of selected objects. x, non-aggregatable metrics are used for this kind of calculation. | Meet MicroStrategy AI on the road. This prompt is used in a filter. 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. VLDB Category. 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. 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. 1, custom group selector does not have the custom group elements, while in 9. The Custom Group content should be similar to: 2) Create a RunningSum metric over the regular Revenue metric:1. Adding consolidations and custom groups . Paste the CSS for the style and the javascript code into the Code Editor tab. A custom group is a set of special filters that can be placed on a template. 5% of organizations plan to have adopted SASE by the end of 2022. That is, the metric calculates at the level of the target, if possible. In the "Metadata Repository" screen, select the "Project Source Name" and check the "Export Translations" option, as shown in the. Consolidations: Grouping Attribute Elements with Arithmetic and Logical Operators. Click the arrow to the left of a custom group element to expand it. What is relevant, rather than the sum, is the last atomic inventory value in a given period of time. 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. They act as containers for non-standard SQL expressions that MicroStrategy does not support. Consolidations are used to define the data you want to view in your report. Consolidations are static, we can create consolidations on attribute elements. Your personal view subscription is saved, and you are returned to the report, document, or quick dashboard. The tooltip will show the dataset type listed as a Super Cube. 0). September 18, 2018. Create a report with Category, Subcategory and Revenue. September 22, 2023. 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,. The Item_id, Day_id, and Call_Ctr_id columns in the table above represent practical levels at which sales. A Group derived element is a combination of attribute elements into a single derived element. MicroStrategy recommends that you use event-triggered schedules in situations where it is important to control which node performs certain tasks. To control the display of which Custom Group elements display sums, right click on the Custom Group element, and select "Show Display Options". Visualize the flow from one set of values to another to gain insight into relative contributions. 35K subscribers 2. They allow you to group attribute elements in new ways without changing the metadata and. Below are the steps to enable/disable the settings of data blending: 1. 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 hierarchy. Usually, dimensional hierarchies are presented as. Note: If a user enters more than 15 digits for a. User specifies the definition of the cube on a Report Template with Attributes, Metrics, and Filter. TYPE: Custom Group. Microstrategy Dossiers With the release of MicroStrategy 10. 2. From the Visualizations panel, select Grid . From the perspective of the report design process, a custom group is an object that can be placed on a template. Submit Search. Consolidations allow users to group attribute elements in new ways without changing the metadata and warehouse definitions. Right-click the custom group, then select Edit. Case. Microstrategy removing rows with Zero metric values If there are more than one metric and want to remove the rows with Zero metric values. . Each of the individual "mini-reports" that make up the entire custom group report will have at least one, if not more, SQL passes of its own. Custom Group and Consolidation Comparison summarizes the differences between these objects. x, select 'Project Documentation' from the Tools menu to start the wizard. The 30+ free BI comparison graphs will give you instantly insight in the pros and cons. 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. Case can be used for categorizing data based on multiple conditions. comA selector can change panels, the focus of a Grid/Graph, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack. MSTR has evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories . Edit the custom group "Top 5 Contributors vs. For example, a document contains two datasets. These values are set by default when the "Hive 0. 4. It is made up of an ordered collection of elements referred as custom group elements. 16. Derived elements are available only from MicroStrategy web. Example. By default, this executable is located in C:Program FilesMicroStrategyIntegrity Manager. Derived element groups are defined by a list, filter, or calculation. Now Edit the "Revenue for Books metric and Replace Category@ID with this new Books metric formula would looks like this Case ( (Books = 1), Revenue, 0. Description: MicroStrategy lets you create consoli. Step 10) Press “Back” for the SAP Standard Toolbar. 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. In the list of categories on the left, click Subtotals. Create a new custom subtotal, as shown below: This will generate a report with the sum of all the 'End on hand' across subcategory, as shown below: To hide the auxiliary metric, in the grid options menu from the Columns and Rows tab, change the selection to fixed, as shown below:MicroStrategy Features . Microstrategy Dossiers With the release of MicroStrategy 10. Step 1. MicroStrategy is the best BI tool used for reporting the data in very good design and graphical way. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Both consolidations and custom groups provide flexibility in reports, but the objects differ in their structure and use. In MicroStrategy Developer, create a new report or select an existing report to use as the data mart table. Web Professional. These groups provide a new view of report data for analysis and formatting purposes. In the Order column, select Ascending or Descending. The following procedure describes how to. It is a worthwhile technique. Execute the report. All articles. Also, a percent-to-total derived metric has been added to the report using the Insert > Percent to Total > Over Rows menu option, obtained by right-clicking on the metric whose percentage is desired. a) Attribute form qualification. Learn how to switch to a compound grid, add column sets in this new visualization. The report-related objects placed on the template, such as attributes. {&GROUPLABEL} Name of the graph. Architects can create custom-based transformations to provide details for time periods such as Last Year, Month, Date, and others. The Custom Group Editor appears. 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. Object. Using custom groups, you can group attribute elements in a way that is not defined in the data warehouse. 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. 4. Prompt-in-prompt is a feature in which the answer to one prompt is used to define another prompt. The Report Pre Statement settings insert custom SQL statements at the beginning of the report SQL. Click "Add Photo" and select photos to upload. 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. Get Started. 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. Application objects: Application objects include filters, prompt, documents, templates, reports, custom groups, and. 4. But it’s nipping at the heels of leading BI. Data can be connected through an API, flat file, or database. A consolidation allows you to group together the elements of the Month of Year attribute into various seasons and place them on the template. built from same attributes or from multiple attributes. DOWNLOAD NOW. )Right-click the custom group, then select Edit. The metric can also show a total by page, show a total for each value of the attribute, or show the grand. These auto text codes are automatically replaced by information about the document. Right-click the header of the attribute whose elements you want to use to. Step 3. You can rename the. It enables you to group attribute elements in new ways without altering the metadata and warehouse. The following auto text codes allow you to add document variable information to your document. Video Tutorials. In MicroStrategy SQL Engine, a VLDB setting "Custom Group Interaction with Report Filter" exists to manage different situations in which a Custom Group interacts with the report filter. Sankey diagrams visually emphasize the major transfers or flows within a system, helping users locate dominant contributions to an overall flow. community. For information on whether your database supports various date and time functions, see MicroStrategy and Database Support for Functions. 3. 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. This calculation can be aggregated from the Employee level to the Region level. x, select 'Project Documentation' from the Tools menu to start the wizard. The following table summarizes the similarities and differences between consolidations and custom groups. Homogeneous mapping: For consistency, it is a good idea for columns that contain the same data to. – Calculations. Further, consolidations allow you to place this grouping of attribute elements on a template just like an attribute. The SQL for a report with a custom group is likely to be very complex. 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. Select 'Add a Metric qualification' and click OK. Reports. The following is a quick reference table for a MicroStrategy Custom Group: A Custom. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Group 4: London, Fargo, Memphis and Charleston . Starting in MicroStrategy 2021 Update 2, you can create or edit standalone consolidations for a project. This object contains crucial project information that is generated and maintained by managers. By the way, there is no. A custom group is made up of an ordered collection of elements called custom group elements. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. The index for referencing these objects begins with 0 and increases by. The header is an arbitrary name that you define when you create the element. Microstrategy Dossiers With the release of MicroStrategy 10. 5-7 Years. The essential distinction is that consolidations work with attributes and custom groups use filters. A Document Autostyle is a collection of formatting properties saved in a document for various control types (sections, text fields, lines, etc. ,) SQL level tuning (Stats, Indexes, Cross Join Avoid, etc. 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. The SQL pulls back the appropriate groups, and then performs the consolidation in memory. A derived element is a grouping of attribute elements on a report. Supports custom properties (10. Relationship tables in Microstrategy. A custom group element is a logical expression of qualifications. MicroStrategy is rated 8. Select any project that is in the project source that contains the users and groups and click Next. Level Metrics. Do one of the following: To apply the selections as a filter, select the Apply selections as a filter for all new targets check box. Insert an HTML container (and not an image) and insert the script below. A custom group can group attribute elements in a way that is not defined in the data warehouse. September 18, 2018. 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. Group 1: Atlanta, San Diego, Berlin and San Francisco. 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. Get inspiration at the MicroStrategy data visualization gallery. Updated: November 2023. Then, for mobile devices, our Responsive View will take over the layout and place groups. The report displays derived elements defined using. User specifies the tables to load into memory; Attributes/Metrics are mapped to these tables. Watch this to learn about creating custom groups, time-based transformations, and shortcuts—all in. 3. 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. A custom group is used to group attribute elements and aggregate results in a report. Custom groups are used to apply different filters to different rows of a report. Ensure that subtotaling is enabled for the consolidation. Autotext code/macros in Microstrategy Document/dashboard. You'll find everything from waterfall charts to word clouds in our community. Definition. Visit the data visualization and data dashboard galleries for inspiration. 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. Same thing for Sub-Dept 201. 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. 1. com Format: A MicroStrategy Online Training Video blog. objects that you can place on a report template. Technically this will result is different queries on the database, due to the fact that each calculation level is different. Each custom group. Consolidations and custom groups can support, because another sql statement may be created and retrieve the correct results from base tables. 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. MicroStrategy Desktop will then return data ordered by DESC ascending as follows for that report: From Desktop, create a new document and select the report that you just created as dataset. {&GROUPLABEL} Name of the graph. Click Nextto pass ScanMD introduction to the next step, which is Step 1of ScanMD. For example, you might group the Month elements into December. Consolidations allow users to group attribute elements in new ways without changing the metadata and warehouse definitions. This can be reproduced in Microstrategy Tutorial by following the steps below. Features: MicroStrategy and Tableau are two unique tools that offer incredible features. Mastering Business Intelligence with MicroStrategy; Credits. The Custom Learning Portal is a customized learning page, hosted on MicroStrategy. Passes that hit the same fact table across different elements of a custom group are merged provided that they satisfy certain conditions. Create a report that uses this. Information about custom groups includes: About Custom Groups: Grouping Attribute Elements with Banding and Filtering Custom Group Effects on SQL Generation. Choose File > New Consolidation. Javadoc API documentation for MicroStrategy 2019. Consolidations Homepage Consolidations, custom groups, derived elements, derived attributes and attribute groups are different methods in MicroStrategy to allow. MicroStrategy is a proprietary business intelligence suite based on a ROLAP back-end similar to Cognos or Business Objects. 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. The Preferences dialog box opens. To access the setting, in MicroStrategy Developer right-click on the project and select Project Configuration…Then, In the Project Configuration dialog box, choose Project Definition >. Examples of this category are simple mathematical. The primary characteristic of star schema is its use of dimension tables rather than single-attribute lookup tables. An object is a basic building block in MicroStrategy. Where:The Profit metric is a simple sum of the Profit fact. It leverages data connectivity, machine learning and mobile access to offer users comprehensive control over their insights. Without data, the dashboard will not show the user anything. You must have the MicroStrategy Report Services product to view and create documents and RS dashboards. Inherit Attribute Sort, which uses the default sort of the attribute form set to display first. Especially for you we decided to list and test the most interesting new features that MicroStrategy 2020 brings to dossiers. For example, the following image shows two facts with an Item/Day/Call Center level. ApplySimple() Accepts facts, attributes, and metrics as input. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. Select Data > Report Data Options. community. There are three types of objects: schema objects, application objects, and configuration objects. x, there is no way to duplicate a custom group element. MSTR Secure Enterprise. The algorithm that calculates the table sizes performs the following steps: Calculate the number of levels per hierarchy: Hierarchy 1: 3. 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. Non-aggregatable metrics are defined using the dimensionality section of the metric editor. 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. Custom Group Effects on SQL Generation. Custom groups. Consolidations enable users to create customized. template, consolidation, and custom group objects in an Enterprise Data Warehouse team environment. 2.