How to create visual insight in microstrategy. Visual Insight allows you to create customized, interactive dashboards that you can use to explore your business data. How to create visual insight in microstrategy

 
Visual Insight allows you to create customized, interactive dashboards that you can use to explore your business dataHow to create visual insight in microstrategy x MicroStrategy 2 min #32 - Metric and Attribute Selectors in Dossier / Visual Insight

1. However, before changing the way MicroStrategy Web products look or behave, it is helpful to understand how the application is built. Starting in MicroStrategy 2021 Update 9 (March 2023), Insights are also supported on MicroStrategy Library for iOS and Android. MicroStrategy's data security architecture automatically ensures that people only see the data they are allowed to see. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence. Visualizations display as blank after applying a metric filter on a Visual Insight dashboard in MicroStrategy Web 9. Add a date attribute into. Select Advanced thresholds editor. In the Grid pane, select the drop down next to Cost and choose Thresholds. Enable the data labels on the graph matrix visualization. The HTML container can be added from the top menu toolbar. For information on using Visual Insight. Click Show Data on the Day level. 3. In order to calculate the difference for a metric Revenue between Year 2011 and 2012 in MicroStrategy Visual Insight, MovingDifference function can be used to get the designed result. If the first date argument is later than the second date argument, the result is a negative number. For examples of widgets that display on mobile devices that have MicroStrategy Mobile installed, see Widgets for mobile devices. The email will contain a URL API link to the dashboard, however, in MicroStrategy Distribution Services 10. 4. 1 Hotfix 3 GIS Integration Help product manual below for more information:This is expected behavior. Related articles from the Community: Knowledge Base : How to create a derived metric. x. MicroStrategy can display data as part of an interactive map, which can include important information along with additional geographical information. Go from data to insight in minutes with MicroStrategy Visual Insight, the data discovery and visualization. To increase the execution timeout in Microsoft IIS 7, follow the steps in tech note TN35666. So we built the Time Series visualization to analyze that data. 2. After renaming an attribute or metric on a report or data set that is used in a Visual Insight dashboard in MicroStrategy Web 10. In MicroStrategy Web 10, users can use an ESRI Map as a filter for other visualizations. 4. Once added from the top menu toolbar it appears on top of the visualizations in the dashboard. Create a visual insight and add Category to the grid. Check 9. You can share a dashboard through email, by linking to the dashboard, or by embedding the dashboard in a web page. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformAfter adding a description in the properties for a report object in MicroStrategy Web 10. Upgrade to this version to take advantage of this fix. One use case is to determine if a Visual Insight Dashboard is new. 1, a user has to scroll in a Visual Insight to view the whole bubble chart when there are many attribute elements in the bubble charts x-axis: In MicroStrategy Web 10. This article describes potential root cause of why additional datasets cannot be added to flash document in MicroStrategy We 9. On the left a panel the objects from "dataset 1" are displayed (Region and Revenue) 6. Add two additional visualizations to the dashboard. This Knowledge Base article describes a known issue that metric names display on the wrong axis on a Visual Insight Dashboard in MicroStrategy Mobile 9. x. 3. This article describes an issue where renamed attributes and metrics do not show the new name in Visual Insight filters in MicroStrategy Web 10. 2. When a Visual Insight dashboard is displayed inside of an iframe, enabling Presentation View allows the MicroStrategy content to be displayed outside of the iframe instead of being contained inside it, in MicroStrategy Web 9. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user. Exit the Web Customization Editor. All other Standard shape files like countries of the world are shown centered. In MicroStrategy Web 9. 4. 0 An analysis is created in Visual Insight mode. 4 Visual Insight, users do not see the option to. For MicroStrategy 10. KB219522: How to access the SQL view of a Visual insight Dashboard using an MCE Trace in MicroStrategy Web Number of Views 2. Users that are required to solely consume Visual Insight Dashboards without the possibility make changes or review dataset objects and filters, administrators may control functionality available to a given user or group through privileges: In order to prevent users from seeing the above panels, remove the Web Analyst privilege "Web Edit. Press the Select Target button. 1 Tutorial Project, create a report with the following objects: Attributes: Day, Category, Subcategory; Metrics: Profit. Visual Insight allows you to streamline the tasks required to create a polished dashboard. x. Run the document as user0. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformKB45481: Attribute forms cannot be displayed in a report services document or Visual Insight Analysis in MicroStrategy Web. However, when a user replaces a dataset with an identical dataset in a MicroStrategy Web 9. 4. 1: Support showing Total values on the top position in grid in Visual Insight DashboardIn MicroStrategy Web 9. x and it is being investigated. In the Project Property Pages, navigate to C/C++ > Optimization. Once data flows into the interface, the dashboard will come to life. 0, the report can be viewed as a graph without any issues: Create an analysis on visual insight object with the bar graph visualization. Click Cell format. This article details the behavior differences of an object prompt report when creating a visual insight dashboard through the web folder browser versus the tools menu in. 18K. When using the DateDiff function in MicroStrategy Web, you will need to replace the Day@ID. CAUSE: This is an identified defect in MicroStrategy Web 10. 1, the ability to link/unlink attributes in Report Services documents and Visual Insight dashboards was introduced for data import cubes. Create a VI grid and create a derived metric. 1Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformTo Create Metrics. 2. Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; ConsultingWatch on. 4 and 10. This issue has been addressed in MicroStrategy Mobile 10. Follow these steps to reproduce the issue in a MicroStrategy Tutorial Project. Click on the visualization containing the grid with the attribute. Follow these steps to setup a grid report as a selector of another grid in MicroStrategy Web Visual Insight (Dashboards) 9. In the Flash-based Visual Insight Editor (VI), users can set thresholds for the metric values. blogspot. Add two attributes to the grid. Number of Views 1. Number of Views 578. This KB article describes an issue where the data does not update in a Visual Insight document if the second user runs the document with different system prompt answers as the first user in MicroStrategy Web 9. For example: RemoveVISubMenuItem. 1Create a report with one attribute and one metric. Create a Visual Insight with the afforementioned report and choose the grid option as a Visualization. In MicroStrategy Web 9. For more information and steps to create an alert-based subscription, see the MicroStrategy Mobile Administration Help. However, users may notice that in certain scenarios, the link/unlink option is either greyed out or does not appear. 4. Right-click the Region attribute on the grid and select "Attribute Forms" and then "ID". Refresh the document and note that the format is lost; CAUSE: This is a limitation of MicroStrategy Office 10. KB237186: Graph Vertical Axis elements cannot be used as a filter in Visual Insight in MicroStrategy Web 9. All articles. In MicroStrategy Web 9. Upon making this selection, the row headers will now be merged. This issue occurs for all versions of MicroStrategy Web 10. Thus, users are unable to scroll and view all the elements, when the number of elements exceeds the space in. 5Visual Insight allows you to create customized, interactive dashboards that you can use to explore your business data. 77K KB318747: How to apply view filters for individual visualization in a Visual Insight dashboard in MicroStrategy Web 10. Visual Insight dashboards are quicker to design than Report Services documents. 5. This is a known limitation of the MicroStrategy product and has not been scoped for a future release in the near term. x. Problem is: 100% in-memory solutions cannot fit all your requirements. 2 with one dataset containing one metric and one attribute, create a bar graph with the attribute in the Vertical box and the metric in. Visual Insight dashboards can be viewed in MicroStrategy Web or on an iPad with MicroStrategy Mobile. set ("height", (window. 4. 4. In the dashboard, change the attribute to the format that you need. xWith Browse enabled to Profit metric, search in Visual Insight for profit; Create a user with the Web Reporter, Web Analyst, Web Professional and Common Privileges allowed for the Tutorial Project. 3. This KB article describes an issue where the data does not update in a Visual Insight document if the second user runs the document with different system prompt answers as the first user in MicroStrategy Web 9. This Knowledge Base article describes an issue with Flash Visual Insight show data dialog that does not provide a scroll bar for larger content. Add a Grid visualizations from Report 2. A developer may need to know the number of datasets within a Visual Insight Dashboard. STEPS TO REPRODUCE: Create a date format attribte “Day” and set “Browse sort” to “Descending”. 3, 10. In MicroStrategy Web 9. In MicroStrategy Tutorial: Create a Report with Category, Subcategory, and Profit. However, there is an inconsistency between the settings for the threshold band color for values and threshold icons, where the colors switch to default red, yellow, and green values and users are not allowed to change them. x. With the release of MicroStrategy 10. Upgrade to this release to take advantage of the fix. x+, MicroStrategy 2019) Next Steps Follow one of the options below to merge the row headers into a single entry: For the first option: From the Visual Insight (Dossier) toolbar, click on the Format tab. This article details the behavior differences of an object prompt report when creating a visual insight dashboard through the web folder browser versus the tools menu in the prompted report. 1 for iOS. Display the dashboard as a Bar Chart. In MicroStrategy Web 9. 2. Don't choose the type of visualization yet. "The. 0 using Internet Explorer 9When exporting a VI Dashboard to PDF, the titlebar does not fit the grid size in MicroStrategy Web 10. Upgrade to take the advantage of this fix. Each visualization is displayed on a separate tab in the VI dashboard. 7 MicroStrategy Visual Insights visualizations. Cards. Choose the setting to show Values as data labels in the visualization properties under Shapes and Data Labels. Adding a dataset from the sub menu options in a Visual Insight Dashboard does nothing in MicroStrategy Web 9. KB16101: How to determine the character set or code page of an Oracle, SQL Server, Teradata or a DB2 database. Right click on the filter on the filter panel. These dashboards can be saved and shared so colleagues can access them and benefit from the analysis. 4. 1, create a report with Customer Region, Customer State, and Profit. KB439719: In MicroStrategy 10. 5Change data font in VI with dataset from imported data (Intelligence cube)Create a Visual insight Dashboard with Categories and Profit. Create a Visual Insight dashboard in MicroStrategy Web. CAUSE: This is an identified defect in MicroStrategy Web 10. The derived metric is now set to the level of Category: Published: Apr 4, 2017. In MicroStrategy Web 10. xml file needs to be modified in MicroStrategy Analytics Enterprise Web 9. When the ESRI map contains an attribute in the tooltip drop zone different than the GEO attribute, hovering over the markers will display a table of data that represents the relationship between those two attributes in the tooltip. Select 'Clear selections'. Ultimately, we felt that it was time to go beyond. You can create a Visual information dashboard using data in your organization's data warehouse storage, or by quickly importing data from an Excel or other file. You can click the tab of a visualization to display it. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence; Multi-Cloud; Embedded Analytics. Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; ConsultingWhile the report cache is disabled at the report level and there is no cache or Intelligent Cube exist for the dataset to hit, "In Memory" appears under the dataset name listed in Visual Insight editor with MicroStrategy Web 10. However, when the tooltip has more data than there is room for in the visualization window, the tooltip grid gets cut off and there is no way to scroll. New Feature in MicroStrategy Web 10. Number of Views 4. Add a Grid visualization from Report 1. 4. x, threshold is not applied in the Total of the Visual Insight Dashboard, as shown: CAUSE: Currently, this feature is not available in MicroStrategy Web 9. Add a Grid Visualization. Create a Visual Insight dashboard and add the above cube as the dataset: 3. Microstrategy is joining the trend toward self-service BI (business intelligence) with a new tool called Visual Insight that ships with the latest release of its. 4. You can connect MicroStrategy. 4. 1. Users can also move a column "Left", "Right", or "Move to Beginning". Instead, users may observe that the tooltip displays, for example, "Metric: Revenue" when hovering over the object in the Report Objects or Datasets pane, or. CAUSE: This is a known issue in MicroStrategy Web 9. Add the Year attribute into the row drop zone and add Profit and Revenue to the metric drop zone, like shown below: Create a new metric with the formula "Sum (Revenue)". In MicroStrategy Web 9. From the report execution page, rename one of the attributes on the report and save the report. In this video we cover how to upload external data,. The PDF file exported from Visual Insight cannot be saved in Chrome for MicroStrategy Web 10. Date filter in Visual Insight displays elements in a reversed order in MicroStrategy Web 9. 2 Hotfix 1. This issue occurs when the Use ACL is missing on the Light Theme object. And the Visual Insight still havs "Live" option enabled. Select all selections for that selector. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence; Multi-Cloud; Embedded. The function returns the moving difference between current and preceding values. Note: Filters can only be created out of metrics and schema attributes. 0 - 10. 0. 68K. Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; Consultinghow to show a Scatter Plot using C3. The following example shows how to access this in Chrome: Using Visual Insight in MicroStrategy 10. 4. 3. 4 and newer using the Advanced Threshold Editor. 2. After upgrading to MicroStrategy Web 9. The function returns the moving difference between current and preceding values. Add an attribute to the Rows drop zone. Source: MicroRooster. In Visual Insight in MicroStrategy Web 9. 4. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence. Web Analyst ( Need RS License ) Web Analyst and OLAP Services ( Need RS License) Convert a Visual Insight analysis to a Report Services document . Create a new plugin and give it a meaningful name, such as addButtonToVI, and click OK. The scroll bar in a Visual Insight dashboard has a delay when running in Google Chome in MicroStrategy Web 10. x. 5%, the slices do not appear in the pie chart visualizations as seen below. KB45422: Korean is broken in Search Box display type Filter in Visual Insight in MicroStrategy Analytics Enterprise Web 9. Create a report services document or Visual Insight Analysis. Import data from file or database before using in a Visual Insight analysis . Select project properties. 4. The calculation of the difference is based on the number of day boundaries crossed, not the number of twenty-four hours periods elapsed. STEPS TO REPRODUCE: Create and save a report. Set V2 as. Create a bar graph visualization for a report that has above 30 categories. opening the alerts editor. Right-click the attribute and select 'Add to filter'. 1, when a report contained in a Visual Insights is modified by changing the displayed attribute forms, the changes are not reflected on the VI AnalysisBeginning in MicroStrategy Mobile 9. 3. 4. Insert a standalone filter to the dashboard. This document discusses about a known issue about pie chart inin MicroStrategy Mobile 10. 4. Instead, users may observe that the tooltip displays, for example, "Metric: Revenue" when hovering over the object in the Report Objects or Datasets. 1. In the example below, the report contains 50 category elements, whereas only the first 30 are displayed on the visualizationThe following steps will remove a toolbar item in MicroStrategy Visual Insight Dashboards using the SDK 10. Security; Next Steps; Overview. Create a new plugin and give it a meaningful name, such as addButtonToVI, and click OK. "Create New Report" and "Browse All Objects" only appears if attributes are available in the project schema. The user can then move the filter panel to the top where the selectors will be automatically arranged horizontally. Create a second Report with Category, Item, and Revenue. Learn how to create a simple Visual Insight Dashboard in MicroStrategy Web. Exit the Web Customization Editor. In the MicroStrategy Tutorial project, create a Visual Insight dashboard with a bar graph;Create a stacked bar graph with the drop zone configuration identical to the screenshot below: Sort the graph by the Metric - Ascending, using the menu shown below: Note that the graph is sorting by only the blue element, and not the sum of the blue and red elements. An enhancement request has been logged to allow for ESRI map functionality in offine. how to show a Scatter Plot using C3. Add it to the grid. Under Optimization, select “Maximum Optimization (Favor Speed) (/Ox)”. Create a Custom Group and add it to a report. x. 4. 3. When the ESRI map contains an attribute in the tooltip drop zone different than the GEO attribute, hovering over the markers will display a table of data that represents the relationship between those two attributes in the tooltip. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. 4. Drag the attribute placed in the VI grid to the filter. Add formatting condition (for example Cost greater than 20). x. Create a new Dashboard with. choosing metric and condition. 4 and newer using the Advanced Threshold Editor. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. VI Dashboards allow users to quickly and elegantly display and consume data. Change column width. 1, a bubble grid in a Visual Insight Dashboard does not display the metric value in the tooltip when the metric that is in the Color by section has the value 0Create Report with Year, Cost, and Revenue 2. 1, users could right click an Intelligence cube to create a URL API call that would allow users to automatically create a Visual Insight dashboard using that same cube, as shown below: However, in MicroStrategy Web 10, this 'Link' property is no longer available for Intelligence cubes, as seen below: CAUSE: The following steps will remove a toolbar item in MicroStrategy Visual Insight Dashboards using the SDK 10. Open the Web Customization Editor. For example, you can: Add, rearrange, or remove report objects quickly from a visualization in a dashboard. KB220960: The Show Data "+" drop down menu does not scroll in Visual Insight in MicroStrategy Web 9. 5. x. x 4. Visual Insight allows you to create customized, interactive dashboards that you can use to explore your business data. MicroStrategy Visual Insight has view filters or visualization-specific. 2) Create a custom group based on one of the attributes in the report. MovingDifference. For this check an attribute. x. Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; ConsultingHow to dynamically filter the data in Visual Insight/Dossier so that the data for the first of the month until the current… Number of Views 6. Click on View > Filter panel to hide the filter pane. Visual insight. Create a Dashboard using both Reports as datasets. Number of Views 4. Number of Views 4. Our goal was simple — to build the next-generation dashboard editor. x. Automated Insights (Ai) helps organizations make better business decisions, faster. Visit the data visualization and data dashboard galleries for inspiration. A user may create a Visual Insight dashboard and some visualizations and later realizes the user wants to add or remove some description forms. xThis Hospital Quality App shows how MicroStrategy Mobile for iPhone can create customizable summary views of large datasets, allowing you to drill into the relevant information on a granular level. b. Convert the Visual Insight dashboard to a document. For bar graphs with data that cannot fit in the width of the visualization, a scroll bar is automatically generated to allow the user to horizontally scroll to see all of the data. 5. Create a Visual Insight dashboard and add the above cube as the dataset: 3. Insert a filter on Profit. x-10. STEPS TO REPRODUCE: 1) Create a New VI Dashboard (choose any Dataset as the issue is not related to the selected Dataset) 2) Add a Text Field (Tools -> Add Text Field)Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; ConsultingThis Knowledge Base article describes how to create a derived metric that can use the whole dataset of the report, rather than the default functionality of using the grid dataset using the Lag function as an. 0, as seen in tech note KB249716. Consider the following four scenarios: Why MicroStrategy Why MicroStrategy; Customer Stories; Platform This video walks through how to use in-memory and live data in a single dashboard. 3. If only a text field is added to a layout in a Visual Insight dashboard, when it is executed, its toolbar disappears in MicroStrategy Web 9. In MicroStrategy Visual Insight 9. A solution/code fix for this issue has been addressed in this technote. Step by step instructions on how to create a virtual time period attribute with the values MTD, QTD, YTD using a MicroStrategy Custom Group. ACTION: Contact MicroStartegy Technical Support for an update on the issue. In MicroStrategy Web Customization Editor, create a new plugin and give it a meaningful name; Under Application Settings tab, expand MicroStrategy Web Configuration > Pages > Html5Vi (HTML5 VI. 1. css which prevents the icon from showing. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. CAUSE: The google sankey diagram plugin included is missing a ";" (semicolon) in the file Html5ViPage. It can be done by setting the source visualization as “Use as Filter”. Create a report with the Test Attribute and any metric (optional). ACTION:In MicroStrategy Web 10. This Knowledge Base Article outlines a limitation of MicroStrategy Web 10. x when viewing a dashboard where a threshold is set on a percent metric the legends display incorrectly with the negative range displaying positive values if the selection chosen does not have any negative values as seen below. 1. 4. After making modifications in the underlying report and saving it, existing Visual Insight. Separate attribute forms should be created for latitude and longitude, and should also support the numeric data of these values. KB45815: New Feature in Visual Insight MicroStrategy Web 9. ACTION: This feature is being reviewed by our Technology team and it is not currently scoped for any upcoming scheduled MicroStrategy release. A new VI dashboard opens, with the Intelligent Cube. From the report execution page, rename one of the attributes on the report and save the report. The following snippet can be extended through the RWExecute task or used in standalone code. The VisualizationGallery. Click on Add dataset and select "dataset 2" How to properly migrate a Visual Insight analysis across projects without recreating the underlying cube. 1. The function returns the moving difference between current and preceding values. Navigate to Application Settings > MicroStrategy Web Configuration > Pages > Html5Vi. In MicroStrategy Web 9. Create an Intelligent Cube, with Region, Category, Cost and Profit. x, threshold is not applied in the Total of the Visual Insight Dashboard, as shown: CAUSE: Currently, this feature is not available in MicroStrategy Web 9. 3. On the dataset "Revenue & Discount by Category, Country, Month" create a new derived metric "KPI" defined as follows. Right-click on the document. x, users expect to see the description appear in the tooltip when hovering above the object. x, an Exclamation mark is displayed, rather than the Visual Insight Report, this article describes how this problem can be handled. To create a Visual Insight dashboard that connects to Intelligent Cubes In Web, click New Dashboard. Loading. ADDITIONAL TROUBLESHOOTING: Telling a Story with MicroStrategy Dossier. 3, the incorrect grid visualization is sometimes exported. MicroStrategy Insights Starting in MicroStrategy 2021 Update 7 (September 2022), Insights are supported in MicroStrategy Library (web browser only) on the. 2, the link sent to the user will take the user to a Report Services Document version of the. The following steps will add a toolbar item in MicroStrategy Visual Insight Dashboards using the MicroStrategy Web SDK 10. Content In order to create a metric in MicroStrategy Visual Insight to filter on a specific attribute, a Case statement function can be used to get the designed results. Click on MicroStrategy Web Configuration inside the Application Settings view to expand the hierarchical. In MicroStrategy Web 9. In MicroStrategy Web 10. Add a Grid visualizations from Report 2. 5, follow instructions in KB310745. Drop zones. Create a Visual Insight dashboard and. MicroStrategy Web 10. Designing and creating documents: An overview. 4. " Select “Quarter” then “OK. Add a Grid Visualization with Country as an attribute and Cost as the metric. x, users can visualize data by using dashboards created in Visual Insight. Upgrade to this version to take advantage of this fix.