Custom groups are used to apply different filters to different rows of a report. The elements of the consolidation appear as rows on your. Create a consolidation with Region grouping 1-2 different attribute elements. On the toolbar, click Add Element. Creating consolidations. 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. 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. Double-click 'Add Qualification'. 6 and later) Installation Instructions. Examples of this category are simple mathematical. Case This function evaluates multiple expressions until a condition is determined to be true, then returns a. Note that a custom group, 'Age Groups' from the MicroStrategy Tutorial project, is used in the page-by axis. Ca se functions Microstrategy Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. Keep Group Structure, which indicates that the custom group is not sorted (the default) Sort on Attribute ID. Select any project that is in the project source that contains the users and. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. Consolidations are used to group the attributes without disturbing the schema and it can group attributes based on the elements. To Create a Custom Group. Ensure that subtotaling is enabled for the consolidation. new_description is the new. Consolidation ; Custom group; Fact; Metric; Subtotal; Transformation; For information about consolidations, custom groups, metrics, and subtotals, see the Advanced Reporting Guide. The object Type is listed as Super Cube: This can also be seen when editing or authoring a dossier. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. Run Repository Translation Wizard from the Start Menu -> Programs -> MicroStrategy-> Object Manager. Ragged Hierarchies. Visualize the flow from one set of values to another to gain insight into relative contributions. xmay wish to see data in Region wise. Without data, the dashboard will not show the user anything. Dynamic Custom Group in Dashboards or Dossiers. Learn more. 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. 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. The following options are available: Ø Transaction Mapping options. Create New Metric in a report or VI. x, select 'Project Documentation' from the Tools menu to start the wizard. Disadvantages of Power BI: Limited Data Capacity in Free Version: The Power BI Desktop version has a data capacity restriction, which can limit in-depth data analysis for larger datasets. Overall customer rating 9. x, there is no way to duplicate a custom group element. If a user enters more than 15 digits for a. use functions that are not standard in MicroStrategy but are available in various RDBMS platforms. Application objects: Application objects include filters, prompt, documents, templates, reports, custom groups, and. utils; com. 9K views 4 years ago MicroStrategy In this video I will discuss when you should use a. To resolve this issue, perform the following steps: Right-click on the Project in MicroStrategy Desktop and go to Project Configuration. 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. Follow the steps below to create a list of all groups and the users in each group: In MicroStrategy Developer 9. if both conditions are met, then Red, else Green. 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. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. This prompt is used in a filter. This prompt is used in a filter. A custom group is made up of an ordered collection of components called custom group elements. Group Elements. 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. The "Custom Group Element Header Display Position" should be selected to reflect where the user would like to display the partial sum. UX Designer, MicroStrategy To enable totals or subtotals for a metric. DAY_DESC. Why MicroStrategy Why MicroStrategy; Customer StoriesThe user privileges that take up a Transaction Services license are denoted by 4 asterisks (****) in the User Editor. Consolidations are static, we can create consolidations on attribute elements. Filename. The property is named "document grids from multiple datasets" and defaults to enabled but can be set to disabled. The following window appears on completing the above step. Query Generation. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence; Multi-Cloud; Embedded Analytics. consolidation elements, which can be individually formatted. mstrc) Open Workstation. Consolidation with diff groups of cities as regions. Create a Report Services Document 2. Right-click the header of the attribute whose elements you want to use to. Custom Group and Consolidation Comparison summarizes the differences between these objects. Facts and fact tables have an associated level based on the attribute ID columns included in the fact table. Description: A training video demonstrating how to create, use and forma. You can create new schedules in the MicroStrategy Developer Schedule Manager. All right, let’s get started! Performance Indicator We will explore two objects that serve this purpose: Custom Groups and Consolidations. 1. 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. 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. Comprehensive analytical capabilities and Automated reporting: MicroStrategy offers wide range of analytical features including data visualizations, advance analytics, data discovery and predictive modeling. Custom Group or Consolidation? - MicroStrategy James Oliver 10. Custom groups; A custom group is a special filter that can be placed on a template and. Open the document in Design or Editable Mode. From the File menu, click Open. 1. The recommended VLDB optimizations for Hive 0. 5% of organizations plan to have adopted SASE by the end of 2022. Consolidations and custom groups can support, because another sql statement may be created and retrieve the correct results from base tables. Pros. Relate tables contain the ID columns of two or more attributes, which will define associations between them. If the quarter attribute is removed from the template, all custom group elements are displayed, with empty metric values for the custom group elements that lie outside of the report filter. Object. Consolidations are used to create virtual attributes to allow reporting on attributes that do not exist in the data model. Loading. Split Hierarchy with M-M relationships: Explanation. A ragged hierarchy is the one in which the parent attribute element of one or more. Enter a name for the custom group in the Enter Custom Group Name Here field. Each element contains a set of filtering or banding qualifications. To view custom groups in a hierarchical structure on a report, you must: Expand the item display of at least one custom group element. Consolidations allow users to group attribute elements in new ways without changing the metadata and warehouse definitions. You can rename the. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. In general, a user specifies a list of conditions and corresponding return values. 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 >. 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. In order to set up an incremental refresh report, the user should first right click on the Intelligent Cube and select "Define Incremental Refresh Report": This will bring up the Incremental Refresh Options editor: Here, the user can define one of the following Refresh type options: Update: If new data is available, it is fetched and added to. This allows you to group attribute elements on a report in a way that is not defined in your data warehouse. Data can be connected through an API, flat file, or database. The image below shows how the East Coast group derived element is created in the Derived Elements Editor: We provide industry standard online training on MicroStrategy Development , Administration and live project development with hand-holding support of expert t. The Apply functions are not meant to take. Number of offices 3. Designed Prompts and Filters to generate reports in grid and graph mode. Number of years active 18. This option is available only when the Compress Contents check box is selected. Cross-tab: Pivot and display sorting and page-by Each of the engines plays an important part in the report execution process. The following schema shows which setting takes precedence when set at different levels. Considerations for the use of star schemas with MicroStrategy SQL Generation. The total is calculated for all the selector items. custom groups. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Define the advance sort on the derived. Case ( (Category@ID = 1), Revenue, 0) Booksand Name it as Revenue for where 2 is Category ID for "Books" Report will display result. Dashboard performance troubleshooting in MicroStrategy 10. Source: MicroRooster. The custom group elements can be. STEPS TO REPRODUCE: Follow the steps below in order to reproduce this issue using the MicroStrategy Tutorial project: 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 certain groupings. Custom groups. This consolidation will contain four consolidation elements, one for each season. This is a database instance level VLDB setting. From the Elements menu, choose Add Element. Yes. 1) Create Metric 1 which is the sum of the fact that is to be in the columns. The Item_id, Day_id, and Call_Ctr_id columns in the table above represent practical levels at which sales. 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. It queries SQL databases. $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. There are three types of objects: schema objects, application objects, and configuration objects. Homogeneous mapping: For consistency, it is a good idea for columns that contain the same data to. 3. Information about custom groups includes: About Custom Groups: Grouping Attribute Elements with Banding and Filtering Custom Group Effects on SQL Generation Custom Group Structure on Reports Creating a Custom Group Editing and Formatting a Custom Group Consolidations are groupings of attribute elements while custom groups are based on filter criteria. If the element name is shown, then the sum will be shown. An object is a basic building block in MicroStrategy. 2. Right-click the custom group, then select Edit. A consolidation element expression defines how the attribute elements are calculated. For example, the report below contains Region, Category, and Profit. Individual consolidation elements can be formatted so that they display as formatted on any reports containing them. Following are the steps to create a custom group. utils. Per-column group Advanced Filter; Thresholds . 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. It is used to apply database (row-level) security to a MicroStrategy user. 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. The Subscribe to FTP dialog box opens. mstr) file size (MB) setting. Filters data related to a business attribute’s form (s), such as ID or description. Open the Workstation window. 1. You can only certify dossiers in the Dossiers area of the Navigation pane. Follow the steps below: Right-click on the project and select 'Project Configuration. There are several ways to do this but I guess the easiest one will be creating a Metric which is the sum of all the metrics to be used in the report. Once data flows into the interface, the dashboard will come to life. This calculation can be aggregated from the Employee level to the Region level. Go to Start -> Programs -> MicroStrategy -> Tools, run ScanMD. Level Metrics. x, select 'Project Documentation' from the Tools menu to start the wizard. ). MicroStrategy makes no warranty, express, implied or otherwise, regarding this product, including its performance or reliability. Count of Parents in Platform Analytics: There is an OOTB metric called Objects, which calculates the parents of a component object. A custom group is a report object made up of an ordered collection of components called custom group elements, each consisting of a header and one or more qualifications that must be met for data to be included in the. In the Order column, select Ascending or Descending. 4. {&GROUPLABEL} Name of the graph. Click the “Burst. 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. The attribute level follows a consecutive order from. And leverage the Page-By function to focus your analysis on one element. Consolidations are groupings of attribute elements while custom groups are based on filter criteria. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. Finally, row level math can be performed. Custom Group Effects on SQL Generation. Reports. A custom group is made up of an ordered collection of elements called custom group elements. 11. 0). This option is only available for alerts sent to email addresses. That is, we will not be able to create these elements using the. A custom group is made up of an ordered collection of components called custom group elements. The best part I liked the most about the tool is we can have a different kind of security which can be implemented like the object kevel security, data level security or. Select only Configuration Objects for documentation. This knowledge base article explains an feature enhancement when using Consolidation or custom group. com Format: A MicroStrategy Online Training Video blog. September 22, 2023. 2. ” icon to expand it: All page-by attributes will. 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. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. Now to fix this create a new Derived metric on Category attribute first with formula as Max (Category) {~ } and calling Books. Relate tables store information about the relationship between two attributes when one a parent of the other or vice-versa. Schema objects include facts, hierarchies, and custom groups; application objects include reports, documents, and metrics; and configuration objects include project sources, database instances. Choose File > New Consolidation. 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. Insert an HTML container (and not an image) and insert the script below. Enter a new name for the custom group element and press ENTER. In the Report Data Options Window, Select Calculations > Subtotals. This is called heterogeneous column naming. Right-click on an existing environment and choose Properties. 3. Adding consolidations and custom groups . KB46734: In MicroStrategy Web 9. 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. Microstrategy Dossiers With the release of MicroStrategy 10. Consolidation elements can also be an expression of attribute elements that make up a consolidation. MicroStrategy functions are classified into the following types: Single-value functions (also known as Non-grouping or Scalar functions): These functions operate on each individual component of an input variable or argument, resulting in an output element for each component. blogspot. A custom group is a special filter that can be placed on a template and is comprised of an ordered collection of elements called custom group elements. 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. Case This function evaluates multiple expressions until a condition is determined to be true, then returns a. Report will display result as below. likes. It is a worthwhile technique. . Group 4: London, Fargo, Memphis and Charleston . Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. I have a bunch of table that looks like this: Fact table 1. 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. Definition. Right-click the dossier you want to certify. Study MicroStrategy Advanced Reporting flashcards. In the Grouping panel, right-click the grouping field to display horizontally, and select Grouping Properties. Source: MicroRooster. With pass-through functions, you can create custom expressions to define attributes, metrics and filters. 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. MSTR has evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories . Both products' features range. Custom Group vs Consolidation; Auto Styles (Report vs Document vs Dossiers) Reports Creation. Click the Options icon . Mastering Business Intelligence with MicroStrategy. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. microstrategy. Another possible solution in MicroStrategy would be to create logical tables to create an hierarchy like: Dept -> Old Dept -> Sub-Dept -> Old. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformCommunity & Support Search Discussions Open A Case View My CasesHyperIntelligence and its Architecture. From the perspective of the report design process, a custom group is an object that can be placed on a template. template, consolidation, and custom group objects in an Enterprise Data Warehouse team environment. Consolidations are used to specify the data that you want to view in your report. Cards present predefined KPIs associated with a selected keyword sourced securely from MicroStrategy. Calculate each attribute individual weight according to the level in the hierarchy (level in hierarchy/number of levels in hierarchy * 10). Next, browse and choose the required attributes to create the. KB13530: Feature in MicroStrategy SQL Generation Engine: Set Operator Optimization . Description: MicroStrategy lets you create consoli. These groups provide a new view of report data for analysis and formatting purposes. As you can imagine, the SQL Engine. Step 3. Say you have product group A, product group B, product group A+B. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. To begin, the architecture for dashboard execution is. 0, while Tableau is rated 8. 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. The Custom Group content should be similar to: 2) Create a RunningSum metric over the regular Revenue metric:1. This has been tested to work successfully in a 9. With an OLAP Services license, user can perform additional OLAP analysis, using the following features: Displaying data on the fly: dynamic aggregation, page. Both consolidations and custom groups provide flexibility in reports, but the objects differ in their structure and use. Enable Subtotals and enable a basic total. Adding consolidations and custom groups . Same thing for Sub-Dept 201. ApplySimple() Accepts facts, attributes, and metrics as input. This calculation takes place in an analytical Engine so this helps for better performance when compared to Custom Group. 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. UX. They are group-value functions. By implementing the security policies and configurations provided by MobileIron, administrators can apply enhanced protections to mobile devices in use across the enterprise. 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. Problem. This feature is similar to what we see in web pages. For more details, see the Custom Groups and Consolidations chapter of the Advanced Reporting Help. simply a grouping of attribute elements is called Consolidation. Change the formatting of the values to have different colors. An object is a basic building block in MicroStrategy. 4. The "Grouping" property has six possible. The output level of a custom group (in this example, Store) is based on the filtering conditions of the element. The abundant design options deliver full control over position, formatting, and interactivity. {&GROUPLABEL} Name of the graph. com Format: A MicroStrategy Online Training Video blog. x. Consolidations allow you to qualify a report on a row-by-row basis. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. 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. MicroStrategy has partnered with MobileIron to add an extra layer of security to MicroStrategy Mobile applications running on iOS devices. exe to this machine. One common way to do this is to compare the date information you have stored to the current date. The Condition Editor opens. 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. MicroStrategy is rated 8. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. Being able to run this calculation would. This article might want you to upgrade faster to the newest version and enjoy all of the enhancements in creating your stories!. Display the hierarchical view in the report (MicroStrategy Developer only) These tasks are completed at different levels and in different MicroStrategy. A derived element is a grouping of attribute elements on a report. x, select 'Project Documentation' from the Tools menu to. Each text string entered in Report Pre Statement 1 through Report Pre Statement 4 is executed separately as a single statement. Add the Custom Group to Grouping, as shown below: On Call Center Group, right click and select Sort – Inherit attribute sort. )Right-click the custom group, then select Edit. From the left, click Document. Passes that hit the same fact table across different elements of a custom group are merged provided that they satisfy certain conditions. All", change the definition as below and save it as "Top 5. Insert an HTML container (and not an image) and insert the script below. x, select 'Project Documentation' from the Tools menu to. Create a consolidation with Region grouping 1-2 different attribute elements. 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. To open a document in Editable Mode, from a folder, right-click the document, point to Run as, and select Editable. First, create a consolidation that has a few elements but specifically at least one element with more than 2 attribute elements in its consolidation. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. Follow the simple steps below to create a datamart report: 1. new_customgroup_name is the new name of the custom group, of type string, between double quotes ("). MicroStrategy manages the mapping between the logical table and the physical tables. A custom group can group attribute elements in a way that is not defined in the data warehouse. Schema objects include facts, hierarchies, and custom groups; application objects include reports, documents, and metrics; and configuration objects include project sources, database instances. mstr) files that can be sent through Distribution Services is defined by the MicroStrategy (. MicroStrategy’s mobile support ensures flexible, real-time data exploration. Enable Subtotals and enable a basic total. Open the custom group editor and drag an object from the object browser to create a custom group. Connect to and interact with the MicroStrategy environment. What is relevant, rather than the sum, is the last atomic inventory value in a given period of time. ApplyComparison. For example, you might group the Month elements into December. MicroStrategy recommends to have only one child at the lowest level. 1K views 5 years ago MicroStrategy. This allows you to group attribute elements on a report in a way that is not defined in your data warehouse. It provides the capability for complex calculations, trend analysis, etc. Depending on your MicroStrategy product and licensing, this function may not be available. For example, ApplySimple ("#0 * #1", [col1], [col2]) indicates that two items, col1 and col2, referenced. The following table summarizes the similarities and differences between consolidations and custom groups. Relate tables are often used to create relationships between attributes. microstrategy. Grouping attribute elements: Consolidations, custom groups, and derived elements 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. An attribute form qualification might filter on the form Last Name, the operator Begins With, and the letter H. A custom group lets you group attribute elements from the same or different attributes to meet your reporting requirements. To choose a metric, execute one of the following: In the Metric box, enter in the desired metric name and click OK. Subtotals are totals of selected groups of your metric data, totaled at a level you select. 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. Derived elements are available only from MicroStrategy web. In MicroStrategy Web, open the document in Design or Editable Mode. 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. 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. For example, the following image shows two facts with an Item/Day/Call Center level. Enable hierarchical display for the custom group. It includes built-in geocoding that auto maps executive locations. Below are the recommended best practices when scheduling jobs and administrative tasks in MSTR: Executing simultaneous reports can strain system resources. Create a report with the custom group "CG1" and the MDX metric "Cost". 4. A preview of your changes is appears in the scale below. Autostyles can be either saved based on an existing document or they can. Consolidations are used to define the data you want to view in your report. 3. Close the Visualization Builder, and then re-open it. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. Create a report that uses this. In some cases custom group/consolidation on a report may cause metric value not to be shown. The Create Personal View dialog box opens. Submit Search. 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. '.