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Patent Information
This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos.
6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,567,796, 6,587,547, 6,606,596, 6,658,093,
6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,741,980, 6,765,997, 6,768,788,
6,772,137, 6,788,768, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693,
6,885,734, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251,
7,039,165, 7,082,422, 7,113,993, 7,127,403, 7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181,
7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562,
7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161,
7,861,253, 7,881,443, 7,925,616, 7,945,584, 7,970,782, 8,005,870, 8,051,168, 8,051,369, 8,094,788, 8,130,918,
8,296,287, 8,321,411 and 8,452,755. Other patent applications are pending.
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MicroStrategy University
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Phone: 877.232.7168
Fax: 703.848.8602
Email: education@microstrategy.com
http://www.microstrategy.com/training-events
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Fax: 703.848.8610
Email: info@microstrategy.com
http://www.microstrategy.com
TABLE OF CONTENTS
Preface
Course Description.................................................................... 11
Who Should Take this Course ............................................... 12
Course Prerequisites ............................................................. 12
Follow-Up Courses ................................................................ 12
Related Certifications............................................................. 12
Course Objectives ................................................................. 13
About the Course Materials ......................................................... 14
Content Descriptions ............................................................. 14
Learning Objectives ............................................................... 14
Lessons ................................................................................. 14
Opportunities for Practice ...................................................... 15
Typographical Standards ....................................................... 15
MicroStrategy Courses .......................................................... 17
Core Courses......................................................................... 17
Advanced Courses ................................................................ 18
1. Introduction to Report
Services
Table of Contents
2. Creating Documents
3. Creating Report
Services Dashboards
Table of Contents
4.
Document Objects
and Formatting
Table of Contents
5. Selectors
Table of Contents
8. Dashboard Design
Considerations
Table of Contents
9. Linking from
Documents
A. Works Cited
Index ............................................................................................. 1
10
PREFACE
Course Description
This two-day course introduces the many features that enable you to create
documents in MicroStrategy Web, focusing particularly on the creation of
Dynamic Enterprise Dashboards using MicroStrategy Report Services. You
will learn how to design and use document and dashboard features, such as
how to add datasets, various objects such as grids, graphs, text boxes, images
and more to your document. You will also learn how to use panel stacks,
selectors, dashboard templates, and graph formatting features. The course
covers Flash-specific features, such as widgets, transitions, and Flash-specific
formatting options, as well as implementation of OLAP services features within
your document.
11
Preface
Document developers
Course Prerequisites
Before starting this course, you should know all topics covered in the following
courses:
OR
Follow-Up Courses
After taking this course, you might consider taking the following course:
Related Certifications
To validate your proficiency in the content of this course, you might consider
taking the following certification:
Preface
Course Objectives
After completing this course, you will be able to:
Explain the reporting capabilities available with Report Services, use the
Document Editor to create Report Services documents, create documents
with multiple layouts, and employ document specific design techniques.
(Page 49)
Use and format the various objects available for use in Report Services
documents, be familiar with drilling, describe the features available with
OLAP Service, and understand how to format graphs. (Page 123)
Explain what a selector is, how to create and use selectors, and how to
control the output of a selector. (Page 179)
Understand the Flash selectors and all the formatting available in Flash
Mode. (Page 319)
Course Objectives
13
Preface
Content Descriptions
Each major section of this course begins with a Description heading. The
Description introduces you to the content contained in that section.
Learning Objectives
Learning objectives enable you to focus on the key knowledge and skills you
should obtain by successfully completing this course. Objectives are provided
for you at the following three levels:
Lessons
Each lesson sequentially presents concepts and guides you with step-by-step
procedures. Illustrations, screen examples, bulleted text, notes, and definition
tables help you to achieve the learning objectives.
Preface
Review
Case Study
Business Scenario
Exercises
Typographical Standards
The following sections explain the font style changes, icons, and different types
of notes that you see in this course.
Actions
References to screen elements and keys that are the focus of actions are in bold
Arial font style. The following example shows this style:
Click Select Warehouse.
Code
References to code, formulas, or calculations within paragraphs are formatted
in regular Courier.New font style. The following example shows this style:
Sum(sales)/number of months
15
Preface
Data Entry
References to literal data you must type in an exercise or procedure are in bold
Arial typeface. References to data you type in that could vary from user to user
or system to system is in bold italic Arial font style. The following example
shows this style:
Type copy c:\filename d:\foldername\filename.
Keyboard Keys
References to a keyboard key or shortcut keys are in uppercase letters in bold
Arial font style. The following example shows this style:
Press CTRL+B.
New Terms
New terms to note are in regular italic font style. These terms are defined when
they are first encountered in the course material. The following example shows
this style:
The aggregation level is the level of calculation for the metric.
Precedes Exercises
Preface
MicroStrategy Courses
Core Courses
17
Preface
Advanced Courses
*All courses are subject to change. Please visit the MicroStrategy Web site for the latest education
offerings.
1
INTRODUCTION TO REPORT
SERVICES
Lesson Description
This lesson introduces you to the basic concepts related to MicroStrategy
Report Services. You will learn the definition of a dashboard and its
characteristics, the various display modes and output formats for the
documents, and how you can subscribe to receive documents to your History
List, as well as email, file, and printer.
19
Lesson Objectives
After completing this lesson, you will be able to:
Understand the benefits of MicroStrategy Report Services, explain what a
dashboard is, describe various dashboard characteristics, explain how
MicroStrategy classifies dashboards, list the document display formats, and
more.
After completing the topics in this lesson, you will be able to:
Describe the many ways you interact with an RS dashboard. (Page 17)
20 Lesson Objectives
21
Quickly spot outliers, uncover problem areas, and detect patterns and
trends
As you explore the many facets of Report Services in this course, you will
learn how all of these features are possible.
Home Page
The home page displays the names and descriptions of all the available
projects. You can access any project for which the administrator has granted
you permission.
Home Page
23
Login Page
Depending on your web configuration, before you can access a project in
MicroStrategy Web, you generally have to log in to the project with a user
name and password.
Login Page
25
Reporting Capabilities
After completing this topic, you will be able to:
Describe the types of reports you can design with Report Services.
Report Services enable Web users to create documents, Report Services (RS)
dashboards, and Visual Insight (VI) dashboards. Report Services uses
documents to create reports that are print ready documents and can readily
be used as hard copy printouts. This topic highlights documents.
refer to the Visual Insight Essentials course for more
Please
information on VI dashboards.
Reporting Capabilities
27
Enterprise Reports
Operational Reports
Operational reports organize data into densely populated documents that
contain various rows of detail grouped in an easy to read fashion. The image
below shows an example of an operational document created with Report
Services:
Operational Report Example
28 Reporting Capabilities
Reporting Capabilities
29
30 Reporting Capabilities
What Is an RS Dashboard?
After completing this topic, you will be able to:
Define dashboard, list RS dashboard characteristics.
What Is a Dashboard?
A dashboard strives to make data consumable for everyone. With its focus on
graphical representation and at-a-glance viewing, any type of business user
can benefit from retrieving information through a dashboard. By appealing to
a broad range of users, dashboards help increase user adoption of a corporate
standard reporting environment.
Another major benefit that dashboards provide is enterprise-wide
transparency. Because you can create a dashboard using data from multiple
sources, dashboards offer a unified view of the business to users from
different areas within the business. In this way, dashboards also help to align
organizations to identify and strive to meet common goals.
Dashboards are highly visual representations of enterprise performance data
that integrate a potentially wide variety of data elements into a single
graphical display. RS dashboards make use of tables, graphs, gauges, dials,
and other graphical indicators; conditional formatting; text labels; and
borders and background colors. They appeal to technical and non-technical
users alike with their easy-to-read design.
Dashboards have the following key characteristics:
What Is an RS Dashboard?
31
32 What Is an RS Dashboard?
T
h
i
s
This RS dashboard contains three panelsCorporate, Regional, and
Citythat provide different levels of analysis. The dashboard panel selector
enables you to choose which panel you view in the document. The current
view of the document shows the Corporate dashboard panel.
33
The Corporate dashboard panel has an analytic panel selector that enables
you to choose between viewing a gauge graph for Corporate Revenue and a
bar graph for Regional Performance Y/Y (Year over Year). It also has
selectors on the Regional Performance line graph and Subcategory Analysis
grid that enable you to choose the months and subcategories you want to
view in the graph and grid, respectively. When you select different months,
the line graph dynamically updates to plot the appropriate range of months.
The line graph also includes a Flash transition animation feature that
displays a gradual change in the line graph after you make a selection.
The Category Analysis (YTD) interactive bubble widget plots each product
category for its units sold and revenue. The size of each bubble represents the
categorys profit margin. The widget contains a Play button that shows
category performance over time.
Flash features also enable the rounded effect on the panel stacks for each
quadrant of this panel and the mirrored gradient used for the dashboard
panel and category selectors. Some of these same Flash features (rounded
edges and mirrored gradients) are also used on other panels in this
dashboard.
The following image shows the same Corporate dashboard panel with some
modifications to the document view using the various selectors:
Corporate Sales Overview: Corporate Panel, Different Selections
The RS dashboard panel now displays the Regional Performance Y/Y bar
graph. The Regional Performance line graph displays a different range of
months, and the Subcategory Analysis grid displays different subcategories
since a different category is selected.
35
You can select a different dashboard panel to view another layer in the
document. The following image shows the Regional dashboard panel:
Corporate Sales Overview: Regional Panel
This panel has a selector that enables you to choose the region for which you
want to display data in the two widgets. The Mid-Atlantic Growth Trends
uses a Flash Graph Matrix widget. This widget plots the Revenue Growth
(Y/Y) metric across months in 2012 for each category in each call center. If
you want to view data for the Profit Growth (Y/Y) or Profit Margin metrics,
you can select either metric from the metric selector, and the Graph Matrix
widget automatically updates.
The Daily Revenue section of the panel uses a Time Series Slider widget to
plot Revenue and Revenue Forecast over time. The widget consists of two
area graphs, one positioned above the other. The top graph shows a
macroview of the data over time, while the bottom graph enables you to focus
on a microview of a specific time segment in the graph. The widget enables
you to use the slider to choose the time period you want to view in the bottom
graph, which lets you analyze specific date ranges of interest. When you move
the slider, the bottom graph dynamically updates to show the selected data
range.
36 Interacting with an RS Dashboard
The following image shows the same Regional dashboard panel with some
modifications to the document view using the widget and various selectors:
Corporate Sales Overview: Regional Panel, Different Selections
The dashboard panel now displays data for a different region. The Profit
Margin metric displays in the Graph Matrix widget. The Daily Revenue area
graphs focus on a different series of dates.
37
You can select the third dashboard panel to view yet another layer in the
document. The following image shows the City dashboard panel:
Corporate Sales Overview: City Panel
This panel shows the KPIs for the selected city, with conditional formatting
applied to the KPIs that exceed or fall below expectations. The Monthly
Revenue line graph contains an analytic-based selector that makes it possible
to select a specific month (a data point on the line). When you select a month,
the Y/Y Detail Growth grid changes to display the corresponding subcategory
data for that month. The panel also contains a Time Series Slider controlled
by a Category and metric selector.
As you can see, with the variety of panels, selectors, and Flash features, this
dashboard provides many different levels of analysis in a single document,
gives users flexibility to easily change views, and displays the data in a
professional and appealing manner.
Design Mode
The following display modes are available only when you view documents in
MicroStrategy Web:
Flash Mode
39
Features
Editable
Mode
Limitations
Features
Limitations
Interactive
Mode
Flash Mode
Express
Mode
41
Design Mode
Design Mode is a display mode that works similarly to Design View in
Developer. This mode displays the document template and allows the
document designer to add report objects, and customize the format and
layout of the entire document. Design mode does not display report results,
so it is faster to execute compared to other MicroStrategy Web display
modes.
Editable Mode
Editable Mode is a DHTML display mode that displays the results of the
document, while still allowing you to edit the document. In Editable Mode,
you can quickly see how your changes affect the look and feel of the
document. Editable Mode differs from Design Mode in that the results of
your documents load in Editable Mode. Therefore, you can work more
quickly in Design Mode than in Editable Mode.
Interactive Mode
Interactive Mode is a DHTML display mode that offers a subset of the
features and functionality available in Editable Mode. You can manipulate
grids and graphs by pivoting, sorting, adding totals, resizing rows and
columns, drilling, and creating metrics based on report objects already on the
grid report. However, you cannot change the formatting and layout of the
entire document. Compared to Editable Mode, Interactive Mode is available
to more users and provides slightly better performance. Interactive Mode is
optimized for dashboard viewing in particular.
Flash Mode
Flash Mode is the display mode that enables you to access Flash functionality
within your documents, such as widgets. Flash Mode offers support for
advanced visualizations and Flash-specific formatting. However, you cannot
manipulate or format grids and graphs, except to sort and pivot objects on
them, assuming that you have MicroStrategy Web Analyst privileges. If a
graph object uses a graph type that is not supported in Flash, the graph does
not display.
Like all display modes, Flash Mode is only available to users if you, as the
document designer, specifically make it available. However, remember that
when you use one of the available dashboard document templates to create a
dashboard, Flash Mode is available by default.
Express Mode
In Express Mode, you can interact with the document by performing the
following manipulations:
43
When viewing documents in Full Screen Mode, you still have access to the
Standard toolbar and the Grouping pane.
In MicroStrategy Web, you can toggle Full Screen Mode on and off, using the
button circled in the image above. Additionally, you can specify whether a
document initially opens in Full Screen Mode.
45
To switch back to Full Screen Mode, users can select Full Screen Mode on
the View menu, click the Full Screen Mode button in the toolbar, or press
F12.
your view of a document even more, enable full screen
Tomodemaximize
in your Web browser, as well as the Full Screen Mode in
MicroStrategy Web. For example, you can press F11 to enable full
screen mode in Internet Explorer and press F12 to enable it in
MicroStrategy Web.
Users can control if they want to open all documents in Full Screen Mode
across an entire project by setting a user preference in MicroStrategy Web.
To specify full screen mode behavior for all documents in a project:
you select this check box and have the document-level setting
IfAlways
open this document in full screen mode in the
Document Properties window enabled, the document does not
open in Full Screen Mode. The user preference overrides the
document-level setting.
4 Click Apply.
Exporting Documents
The following table describes the document export formats:
Document Export Formats
Export Format
Features
In Developer:
Executing a document, automatically renders the
output in PDF format in Adobe Acrobat Reader
The Developer machine generates the PDF output
In MicroStrategy Web:
Users can export documents to PDF
The Intelligence Server generates the PDF output
Excel
The title bar for the grid/graph to be exported should be enabled from its
Properties and Formatting window.
47
To export a grid/graph, click the down arrow on the top-right of the title bar,
and select Export to PDF or Export to Excel:
Grid/Graph Export Options
49
Document Subscriptions
After completing this topic, you will be able to:
Create subscriptions to receive Report Services documents to your History
List, an email address, a file server, or a printer.
50 Document Subscriptions
The image below shows the subscription options available when you select
when you subscribe to a document in MicroStrategy Web.
File server
Printer
You can also set up an immediate email delivery of a document and email
delivery notifications for your History List subscriptions.
Document Subscriptions
51
Lesson Summary
In this lesson, you learned:
52 Lesson Summary
Detailed Instructions
Log in to MicroStrategy Web
53
3 On the MicroStrategy Web login page, in the User name box, type the user
name provided to you by your instructor.
4 In the Password box, type the password provided to you by your instructor.
5 Click Login.
Run the Performance Management dashboard
55
2
CREATING DOCUMENTS
Lesson Description
This lesson provides an overview of how to create documents using
MicroStrategy Report Services.
57
Creating Documents
Lesson Objectives
After completing this lesson, you will be able to:
Explain the reporting capabilities available with Report Services, use the
Document Editor to create Report Services documents, create documents
with multiple layouts, and employ document specific design techniques.
After completing the topics in this lesson, you will be able to:
58 Lesson Objectives
Creating Documents
Accordion with the Dataset Objects pane, the Document Structure pane,
the Notes pane, and the Related Reports pane
on your privileges, you may not see all of the above
Depending
panes.
Layout area
Grouping panel
Document Editor (from the Blank Document template)
59
Creating Documents
Features
Shows the datasets i.e. preexisting MicroStrategy reports
available as source data for the document
Click Add Dataset
to add a dataset to the document
You can add a standard report, view report, or an Intelligent
Cube as a dataset.
You can add multiple datasets to a document. In which
case, the Intelligence Server performs a compound join
between the datasets to produce the final document.
You can replace one or all datasets with a single dataset.
Section/Pane
Document Structure
Layout Area
Creating Documents
Features
Shows content of each document section in a tree view
Makes it easier to select individual objects
You can right-click any object and choose from a variety of
placement and formatting options.
Useful for repositioning objects within panels in an RS
dashboard
Displays the content of the document
Consists of various sections:
Page Header Items in this section display at the top of each page in the
document
Useful for page numbers, corporate logos, and so on
Document Header Items in this section display once, below the Page Header
section of the first page of the document
Useful for cover page and also for grand totals and summary
data
Detail Header Items in this section display once, directly above the detailed
data
Useful for adding column headers to Detail section data and
also for displaying entire MicroStrategy grids/graphs
Detail Displays the detailed data of the document and prints one
row for each row of data in the dataset
Useful for displaying detail data such as attribute elements
and metrics
Detail Footer Items in this section display once, directly below the detailed
data
Useful for displaying subtotals
Document Footer Items in this section display once, on the last page of the
document
Useful for displaying summary page and also filter details of
the document
Page Footer Items in this section display at the bottom of each page of
the document
Useful for page numbers and other footer information
Custom Headers and Footers Custom sections are created when you add objects to the
Grouping panel of the document
61
Creating Documents
Creating Documents
Now consider what happens if you place only Region and Profit in the Detail
section of the Layout area, as shown below:
Detail Section with {Region} and {Profit}
63
Creating Documents
Based on what you learned earlier (items in the Detail section display data for
every row that exists in the dataset), the result set displays as follows:
Repeating Data in Detail Section
Creating Documents
general rule, after you place an attribute into the Detail section, it
Asis aagood
practice to do one of the following:
To make the document output more comprehensible, you can place the other
attributes into the Detail section as shown below:
All Dynamic Text Boxes in Detail Section
When you add the other attributes, the results show all levels of detail,
making the output easier to understand.
All Dynamic Text Boxes in Detail Section Output
65
Creating Documents
However, the data still repeats. While the results are easier to understand,
the format is still not quite ideal. You can use custom grouping sections to
improve the look and readability of the document.
As a general rule, when the dataset you use in a document contains multiple
attributes and you want to display the data in the Detail section, your best
design approach is to use custom sections. Custom sections are possible
through grouping.
Creating Documents
To create this layout, you simply add attributes to the Grouping panel of the
Document Editor. For each attribute you place into this panel, Report
Services adds a custom header and footer for that attribute. In the image
below, the editor displays the Grouping panel for the sample document.
Because the document groups by Year and Region, corresponding header and
footer sections (Year Header, Region Header, Year Footer, and Region
Footer) display in the Layout area:
Grouping by Year and Region and Custom Sections
The order in which you place attributes into the Grouping panel impacts
the outputs order. If Region comes before Year, the document displays a
breakdown of regions and then years.
Report Services can only group by objects from the grouping and sorting
dataset. The grouping and sorting dataset controls how data is grouped
for a banded document and also how the data is sorted within the
document.
default, the first dataset that you add to the document is the
Bygrouping
and sorting dataset. However, you can assign a different
grouping and sorting dataset. The grouping and sorting dataset
always displays in bold type in the Dataset Objects pane in the
Document Editor.
67
Creating Documents
1 If two or more datasets exist in the Dataset Objects pane, identify which
one you want to assign as the grouping and sorting dataset.
2 Right-click the dataset name.
3 Select Set as Grouping and Sorting Dataset.
4 Select attributes, custom groups, or consolidations as grouping objects
(not metrics).
Grouping Properties
For any attributes that you place in the Grouping panel, you can assign
several grouping properties. By right-clicking an attribute in the Grouping
panel and selecting Grouping Properties, you access options that enable you
to control the layout and display of your document. The image below shows
the grouping properties:
Grouping Properties
Creating Documents
PDF-Specific Properties
There are a number of properties that pertain to the grouping behavior of the
document in PDF.
Keep group together - Ensures that groups do not get separated across
pages. For example, assume you have Region in the Grouping panel and
any object in the Detail section. The Keep group together option will
ensure that all information for a region is printed on the same page,
unless the information is longer than an entire page.
Page break between groups - Forces a new page every time a new data
element of the group is printed. For example, if you have Year in the
grouping panel and data for 2010 and 2011 displays in the documents
output, this setting causes the information for 2011 year to begin on a new
page.
Restart page numbering - Causes page numbering for auto text fields to
restart at number 1 within a group.
69
Creating Documents
Behavior
Use
Page
Header /
Footer &
Document
Header /
Footer
Attribute
dynamic
text
boxes
Varies
Metric
dynamic
text
boxes
Useful for
grand total
Detail
Header /
Footer
Attribute
dynamic
text
boxes
Varies
Metric
dynamic
text
boxes
Creating Documents
Creating Documents
After completing this topic, you will be able to:
Create documents using existing reports or out-of-the-box document
templates.
The source report, with all of its attributes and metrics, becomes the
dataset of the document.
The dataset displays in the Detail Header section as a grid (for a grid
source report) or as a graph (for a graph source report).
The grid or graph displays the same attributes and metrics as the source
report.
For example, in the source report, if any attributes, metrics, or other
objects are in the Report Objects pane of the Report Editor but not in the
report template, the grid/graph in the document does not display them.
Instead, these objects will display under the dataset in the Dataset Objects
pane of the Document Editor.
Any prompt answers that are stored in the source report are copied to the
document.
If the source report has an object in the page-by panel, this object
becomes a grouping object in the document. The document automatically
displays a header and footer section of the grouping object. Also, a
dynamic text box containing the objects name, such as {Region}, displays
in the custom header section.
If the source report has a view filter, it is applied to the grid/graph in the
document.
Creating Documents
71
Creating Documents
In the example shown below, a document is created using the Category Sales
Report. The reports Category page-by becomes the documents Category
grouping attribute. Also, the {Category} text box displays automatically in the
Category Header. The grid, with formatting, displays in the Detail Header:
Document Created from Category Sales Report
72 Creating Documents
Creating Documents
Creating Documents
73
Creating Documents
74 Creating Documents
Creating Documents
OR
Each layout tab can have its own default grouping and sorting dataset.
Each layout tab can display data in its own distinct sort order, as defined
by any grouping objects or with the grouping and sorting dataset.
Each layout tab can have its own page setup options, such as paper size,
margins, page orientation, scaling and horizontal fit or overflow.
Each layout can have its own border and background color.
75
Creating Documents
All layouts can use all datasets imported into the document.
The Page Header and Page Footer sections are shared sections, meaning
that their contents display on every layout in the document, by default.
However, you can configure these sections to display differently for each
layout.
When you add a layout, the Document Header and Document Footer
sections are replaced by the Layout Header and Layout Footer. These
sections print at the beginning and end of the layout.
Creating Documents
77
Creating Documents
Creating Documents
You can enable this feature from the Document Properties window as shown
below:
Apply Grouping Section to All Layouts Feature
79
Creating Documents
Banded Layouts
Now that you understand the behavior of the Detail, Custom and Header and
footer sections of the Layout area, you can employ Banded Layouts. Banding
is one of the ways that you can make documents more appealing and legible.
An example of a banded layout is shown below. Notice how years and regions
are grouped so that call centers and a metric display together. You will study
this very simple example of banded layout in this topic.
Banded Layout
Creating Documents
Auto Text
Auto text fields are another useful object type. They are variables that you can
insert into a document to be dynamically displayed at run time. Auto text
fields are similar to dynamic text boxes, in that they are surrounded with
braces {}. However, they differ from dynamic text boxes because they are
reserved words, which are also preceded with an ampersand (&).
The following table lists the auto text codes for a document:
Auto text Codes for a Document
Auto text
Description
{&PAGE}
{&NPAGES}
{&DATETIME}
{&USER}
{&DOCUMENT}
{&DESCRIPTION}
{&PROJECT}
{&EXECUTIONTIME}
{&NOTES}
Inserts notes
Creating Documents
The following table lists the auto text codes for a specific dataset:
Auto Text Codes for a Dataset
Auto Text
Description
Creating Documents
1 Select the section in which you want to place the auto text.
2 On the Insert menu, point to Auto-text, and select the desired auto text.
OR
Type the auto text (with its required syntax) into a text box.
Creating Documents
If you are viewing page 2 of a 10 page document, the example above displays
as:
Page 2 of 10
Notice that {&PAGE} is auto text for the current page, and {&NPAGES} is
auto text for the total number of pages in the document.
Conditional Formatting
You may already be familiar with the concept of thresholds in MicroStrategy
reports, which define specific formatting for metrics that satisfy user-defined,
data-driven conditions. With Report Services, you can apply conditional
formatting to many types of document objects. If an object meets your
specific conditions, it displays the custom format.
The example below shows conditional formatting that displays a symbol for
the Total Number of Engineers. The document also uses conditional
formatting to value of Total Number of Cases Closed using green, bold font.
Conditional Formatting Example
Creating Documents
Conditional Formatting
Image
Hide object
Formatting: Borders
Line
Hide object
Formatting: line style, color and weight
Rectangle
Hide object
Formatting: background color, line style, color and weight
Text box
Hide object
Replacement text and symbols
Formatting: All formatting properties
Section
Hide object
Formatting: background color
When you define conditional formatting in documents, you use either the
Visual or Advanced Conditional Formatting Editor.
To define conditional formatting on a text box using the Advanced Conditional
Formatting Editor:
Creating Documents
3 In the Filter On drop-down list, select the object on which you want to
define the condition.
4 Specify the operator and value and click Apply:
5 On the Conditional Formatting toolbar, select Cell Formatting,:
6 Specify the formatting for the conditional format as you would any
standard threshold, including font formatting, replacement text, quick
symbol, and so on.
7 To close the Cell Formatting window, click OK.
8 To close the Conditional Formatting window, click OK.
Thresholds are Conditional formats that you define on individual
grid/graphs.
If you select the Allow user to toggle conditional formatting on and off
option in the Conditional Formatting window, users can use the appropriate
toolbar button to view or hide conditional formatting.
Creating Documents
Creating Documents
Lesson Summary
In this lesson, you learned:
The Dataset Objects pane of the Document Editor displays the preexisting
MicroStrategy report that serves as data input for the document.
The Document Structure pane shows the content of a document, you can
view the complete definition of a document in a tree view.
The Layout area window is where you define the content for a document.
It consists of the following sections:
Page Header and Page Footer
Document Header and Document Footer
Detail Header and Detail Footer
Detail
Custom headers and footers
You can specify whether you want to hide or display certain sections of the
Auto text fields are variables that you can insert into a document to be
dynamically displayed at run time.
88 Lesson Summary
89
Detailed Instructions
Begin document creation
91
6 In the Layout area, expand the Page Header section, if it is not expanded
already.
OR
If the Page Header section is already expanded, select it.
7 On the Insert menu, point to Auto-text and select Date/Time.
box is inserted into the Page Header with the following auto
Atext:text{&DATETIME}.
By default, the auto text will display a time
stamp (for example December 20, 2013 11:30).
8 Format the auto text to display the date as in December 20, 2013.
the text box and use the Properties and Formatting
Right-click
window to change the date format.
9 Using the Format menu, Right align the text box.
10 With the text box selected, use the > keyboard arrow key to position the
text box to the far right of the document, as shown below:
Setting
Font
Fill Color
Grey-25%
93
Left
Top
Width
Fixed at 6.875
Height
Fixed at 3
31 Click OK.
Switch the grid to a graph
32 With the grid selected, to view the toolbar, click the Graph menu to view
the toolbar.
33 On the toolbar, select View: Graph.
95
43 Right-click any white space in the Detail section and select Properties
and Formatting.
44 In the Properties and Formatting window, under Properties, select
Layout.
45 Under Size, select the Height can shrink check box.
46 Click OK.
Your Detail section should resemble the following image:
97
69 In the Detail Footer, select the 39 text box, and apply Bold.
70 Right-click Total Headcount and select Copy.
71 In the Detail Header section, select the Region text box, right-click, and
select Paste Format.
72 Repeat step 72 for the Employee Headcount text box.
Add a watermark for PDF
In PDF, you may have noticed that the graph covers the watermark. To
have the watermark show through, you need to change the transparency
of the graphs background fill color.
83 In Editable Mode, select the graph.
84 On the Format menu, select Graph.
85 In the Format: Graph window, under Format, select Format.
86 In the Titles drop-down list, select Format.
87 In the All Text drop-down list, select Background.
88 Under Fill, use the slider to set Transparency to 100%, as shown below:
89 Click OK.
90 Export to PDF again to view the results.
91 Compare your results to the final PDF image in the Overview section of
the exercise.
92 Close the PDF window.
93 Save the document.
99
3
CREATING REPORT SERVICES
DASHBOARDS
Lesson Description
In this lesson, you will learn about creating Report Services dashboards using
dashboard-optimized templates. You will also review the MicroStrategy Web
document display modes, focusing primarily on Interactive Mode and Flash
Mode. The rest of this lesson covers how you use panel stacks, panels, and
selectors to create multilayered dashboards.
101
Lesson Objectives
After completing this lesson, you will be able to:
Use dashboard-optimized templates to quickly create a dashboard, view your
dashboards in the MicroStrategy Web display modes, and use panels, panel
stacks, and selectors to design a multilayered dashboard.
After completing the topics in this lesson, you will be able to:
Use panels and panel stacks to provide users with multiple views of data
within a single document. (Page 90)
Dashboard Templates
After completing this topic, you will be able to:
Use the dashboard-optimized design templates to quickly create dynamic
enterprise dashboards.
Grid/graphs match the size of the panel stackObjects that you add to
the predefined zones of the dashboard template automatically take up the
entire width and height of the panel stack. That is, the width and height
properties of the grid/graph are fixed to match those of the underlying
panel stack. When you add shapes and text boxes, they take up the width
but not the height.
Title bars for grid/graphs, selectors, and panel stacksTitle bars are
enabled by default and display with a gray gradient fill color.
Dashboard Templates
103
Dashboard Templates
105
Dashboard Layering
After completing this topic, you will be able to:
Use panels and panel stacks to provide users with multiple views of data
within a single document.
Dashboard Layering
107
see this dashboard in action, you can run the Human Resource
ToAnalysis
Dashboard located in the Human Resources Analysis
Module project in the Shared Reports\Dashboards and Scorecards
folder.
If you select the Attrition/Hiring Summary tab, you see an entirely different
set of data, as shown below:
Dashboard Panel Example - Panel 2
The third tab, Compensation Summary, offers yet another perspective of this
human resources-related data.
From a design perspective, the entire dashboard is based on one large panel
stack that contains three panels. Within each panel, there are many grids,
graphs, and panel stacks.
From these examples, you can see how panels and panel stacks add flexibility
and greater depth to your dashboards. They make it possible to display much
more information than a traditional dashboard. They also make it easy for
users to interact with the data.
Dashboard Layering
109
When the user selects the Regional Performance Y/Y panel instead, a second
panel opens to display a bar graph, as shown below:
Analytic Panel Example: Panel 2
Using panels, you can display many independent layers of data within a
single panel stack on a dashboard page. Imagine a dashboard that contains
many individual panel stacks where each stack lets users toggle between
various grids and graphs. Selectors, like the radio buttons, enable users to
interact with the dashboard and proactively choose the data they want to
view at a given time. In this example, you view graphs that show two different
levels of similar data (corporate versus regional), but you could also use grids
or graphs that show completely unrelated data.
Dashboard Layering
111
The panel stack stores the properties that control a group of panels. These
properties control the display of title bars and pop-up text, as well as size and
position information.
The title bar is an area across the top of the panels that shows the title. You
can specify whether the title bar displays the name of the panel stack or of the
panel currently being displayed. You can also choose to hide a title bar.
The current panel is the panel currently displayed in all display modes
(Design, Express, Interactive, Editable, and Flash). It is also the panel that
displays on the panel stack when you export the document to PDF or
Microsoft Excel.
the user exports to PDF or Microsoft Excel, whichever panel is
When
current is the only panel in view, as well as the only panel you can
print. The user cannot change to a different panel.
When using panels and panel stacks, you can add a selector, such as a radio
button or drop-down list, to enable users to display the different panels of a
panel stack. In Interactive Mode, Editable Mode, Express Mode, and Flash
Mode, a user can use the selector to switch panels. In Interactive Mode and
Express Mode, a user has the option to use auto-selectors instead of adding a
separate selector for the panel stack.
Unlike title bars and panels, a selector is not part of a panel stack. It is a
different type of object that you add to the document separately.
more information on selectors, see Selectors starting on
For
page 187.
The following image points out the individual parts of a panel stack and
panel:
Panel Stack Components
When you use panel stacks in a document, the data and formatting elements
of each panel in the panel stack transfer to the Web browser, resulting in a
longer initial response time. The performance impact of using multiple panel
stacks in a document varies depending on the size of the data associated with
each panel, the format of each panel, and so on. This behavior is something to
consider as you create your dashboards.
Dashboard Layering
113
4 Add objects to each panel to display the data. You can add grids and
graphs, text boxes, images, and so forth, just like you add to any typical
document.
5 (Optional) Specify an order for the panels. By default, panels display in
the order in which you add them.
6 Choose a panel to display when users initially view the document.
7 Format the panel stack, panels, and title bar.
8 Add a selector to enable users to switch between panels.
Each of these steps is described in more detail in the next few sections.
you move the mouse to the Layout area, the pointer displays
When
as cross-hairs.
3 Click the desired location of the Layout area.
If you click and drag in the section, you can size the panel stack.
The panel stack displays in the section, with a single panel.
If you want the same title to display, regardless of which panel is currently in
view, you can change a setting in the panel stack properties. You can assign
any name you like to the panel stack, and this name displays constantly no
matter which panel is in view, as shown below:
Panel Stack Title Bar Shows Panel Stacks Name
Dashboard Layering
115
1 In the Layout area, right-click the panel stack and select Properties and
Formatting.
2 In the Properties and Formatting window, under Properties, select
General.
3 Under Panel Stack, select the Show Title Bar check box. This option is a
selected by default.
4 By default, the name of the current panel displays in the title bar. To
display the title of the panel stack instead, in the Title drop-down list,
select Custom Title.
5 The title of the panel stack is blank by default. To change it, in the Custom
Title box, type the desired title.
6 Click OK to apply the changes and return to the document.
In the Layout section of the Properties and Formatting window you can
adjust the height of the title bar. By default, it is set to 0.2 inches.
Purpose
Select or move the panel stack
Purpose
Add a new panel
You can insert as many additional panels to a panel stack as needed. When
you add a new panel, it is placed after the panel that is currently in view. For
example, a panel stack contains Panel1, Panel2, and Panel3. Panel2 is
currently in view. When you add another panel, the order is Panel1, Panel2,
Panel4 (the new panel), and Panel3. You can use the toolbar to change the
order at any time.
order of the panels in a panel stack also impacts the order in
The
which they are displayed in a selector.
By default, panels get generic names like Panel1, Panel2, and so forth. You
can rename panels to better describe their business purpose. In fact, you
should provide more meaningful names for panels, especially since these
names display in the selector (from which users select the panel they want to
view) and in the title bar.
Dashboard Layering
117
The panel that displays in Design Mode is set as the current panel. If you add
a panel to a panel stack, the new panel becomes the current panel. The
current panel also displays when you first open the document, although you
can use a selector to switch to a different panel.
To speed up the document design process, you can duplicate panels within a
panel stack. For example, if you like the layout of an existing panel, you can
duplicate it, make minor changes to the duplicate, and save a lot of time on
formatting.
If you decide to display the title bar, you can format it by changing the font
and background color (including using gradients as backgrounds).
For the individual panels within the panel stack, you can assign different
background colors and gradients. For example, in the image below, the panel
has a white background fill color instead of the default gray background.
Also, notice how the panel stacks drop shadow still displays, regardless of the
background color of the panel:
Panel Stack Formatting - Panel 2
Color and LinesEnables you to change the fill color and borders of
the panel stacks title or the panel stacks body
FontEnables you to specify the font, font style, font size, font color,
and special effects
Dashboard Layering
119
Dashboard Layering
121
Lesson Summary
In this lesson, you learned:
A panel stack can display a title bar that shows either a custom title or the
names of the individual panels within the stack.
You can insert as many panels as you want within a panel stack.
You can rename panels, change their order, and format their individual
background colors.
You can format the font and background color of the panel stack title bar.
The first panel will be entitled Country Headcount and will contain a
graph depicting country headcount.
After you complete this RS dashboard, ensure that you can drill from
Region to Call Center from the Region Headcount panel.
The final dashboard will be called Grid Layers on Panel Stack, and the
panels on your panel stack should resemble the following two images
(additional guidelines are provided on the following pages):
123
Detailed Instructions
Log in to MicroStrategy Tutorial
125
7 In the Layout area, on the placeholder panel stack, click Add Content and
select Panel Stack.
8 On the panel stack toolbar, click Rename Panel.
15 Click Save.
16 Name the document Grid Layers on Panel Stack and save it to your My
Reports folder.
19 Hover your cursor over the panel stack until you see the panel stack
toolbar and click Add Panel.
.
127
20 With the new panel in view, on the panel stack toolbar, click Rename
Panel.
21 In the Rename Panel window, in the Name box, type Region Headcount.
22 Click OK.
23 With the Region Headcount panel in view, on the panel stack toolbar,
click Insert and select Report.
26 Right-click the panel stack (not the grid) and select Properties and
Formatting.
27 In the Properties and Formatting window, under General, in the Name
box, type Main Panel Stack.
28 Under Panel Stack, notice how the Show Title Bar check box is enabled by
default. In the Title drop-down list, select Custom Title.
Panel Name is selected by default. Typically the title bar
Current
shows the current panel name, but you want the title bar to show a
panel stack name, which displays no matter which panel is currently in
view. To ensure the panel stack name displays in the title bar, you
choose Custom Title.
29 In the Custom Title box, type Headcount Information.
30 Click OK.
Save your document
129
4
DOCUMENT OBJECTS AND
FORMATTING
Lesson Description
This lesson focuses on the objects you can use to create documents and RS
dashboards. It also includes graph formatting properties that help you display
sophisticated graphs within your Report Services documents.
131
Lesson Objectives
After completing this lesson, you will be able to:
Use and format the various objects available for use in Report Services
documents, be familiar with drilling, describe the features available with
OLAP Service, and understand how to format graphs.
After completing the topics in this lesson, you will be able to:
Describe the various types of objects you use in documents. (Page 117)
Use derived metrics, summary metrics, view filters, and derived elements
to enhance your documents and RS dashboards. (Page 142)
Document Objects
After completing this topic, you will be able to:
Describe the various types of objects you use in documents.
Now that you understand how to create and use a panel stack, you are ready
to explore the many types of objects that you can use to define the contents of
a panel stack or anywhere else on a document or RS dashboard.
MicroStrategy objects (such as grids, graphs, attributes, metrics, and so
forth) are the most common types of document objects.
MicroStrategy Grid/Graphs
After you add a dataset in the Dataset Objects pane, you can add it to the
Layout area. When you drag a dataset into the Layout area becomes a
grid/graph object.
In most cases, when you want to design a document to show grids and
graphs, you should use one of the dashboard templates. These templates
display only the Detail Header section by default, so any grid/graphs you
place in the Layout area of the document automatically go into this section.
In addition, the templates contain placeholders for document objects. The
placeholders make it easier to size and position in the grid/graphs on the
document.
To add a grid/graph to the Layout area, do one of the following:
1 Select the desired Layout area section to which you want to add the
grid/graph.
2 Right-click the dataset and select either Add to Section with
Formatting, Add to Section without Formatting or Add to Section as
Shortcut.
OR
Drag the dataset to the desired Layout area section. The resulting
grid/graph retains its original formatting.
Document Objects
133
Shortcut to Dataset
When you right-click a dataset and select Add to Section as Shortcut, you
ensure that the grid/graph within the document maintains a link to the
original report. If you modify the formatting, template definition, or filter
definition on the original report, your changes automatically take effect
within the document.
For example, in the document shown below, the grid displays the original
formatting for the documents dataset:
Document with Original Report Formatting
With the shortcut to dataset, after you change the formatting of the original
report and run the document again, the document automatically displays the
changes as follows:
Document Automatically Shows Reports New Format
After you design a document using shortcuts to datasets, you always have the
option to remove the link to the source report. When you remove the link,
you can format the dataset differently from the original report.
For example, when you use the shortcut to dataset option, the grids/graphs
you include in the document based on the dataset must contain all of the
datasets attributes, metrics, and so forth. However, when you remove the
shortcut, you can create grids/graphs based on the dataset that contain
subsets of the original attributes and metrics. Without the shortcut option,
the grids/graphs based on the dataset can have independent formatting and
can hold a subset of the contents from the original dataset.
Document Objects
135
Document Objects
137
If the Profit metric is removed and the Revenue metric from the Book, Elec
dataset is added to the grid in its place, the attribute elements displayed
change to those associated with the dataset from which Revenue was added.
Multiple Datasets in a Grid with the Revenue Metric
If the Profit metric is added back into this grid, all attribute elements for
Category display. However, a null value is given when the metrics dataset
does not include the attribute element listed.
Multiple Datasets in a Grid with the Profit and Revenue Metrics
Document Objects
139
Notice that Books is the only attribute element included in both datasets, so it
is the only element that has values displayed for both Revenue and Profit.
same rules apply when using the Grouping Pane. The attribute
The
elements displayed in the Grouping Pane are determined by the
datasets from which the metrics in a document come.
When you add objects from a dataset to a grid, the Data source changes to the
corresponding dataset. The Grid Data source does not change when you add
objects that already exist from different datasets or remove objects from the
grid.
When you have multiple datasets in a document with the Documents Grids
from Multiple Datasets option enabled and with the Grid Data source set to
none, a union of elements is retrieved.
For example, in the document below the Profit metric was added to the grid
from the Movies, Elec dataset.
Grid with the Movies, Elec Dataset as the Data Source
By opening the grids Properties and Formatting window and changing the
Data course to the Books, Movies, Music dataset, the grid will change to
display data for the Books, Movies, and Music attribute elements.
To change a grid data source:
Document Objects
141
Join Behavior
If a document contains multiple datasets, you can define the join behavior of
each dataset as either primary or secondary. This functionality allows you to
decide which datasets determine which attribute elements appear in the
document results.
Elements from primary datasets are displayed in all document objects,
whereas elements from secondary datasets are displayed only if they also
appear in a primary dataset.
For example, a document has contains the three datasets below:
Datasets
Dataset 1 contains Region and the Revenue metric, filtered for Central,
Mid-Atlantic, Northeast, and Southeast
Dataset 2 contains Region and the Profit metric, filtered for Mid-Atlantic,
Northeast, Northwest, and South
Dataset 3 contains Region and the Customer Count metric, filtered for
Mid-Atlantic, Northwest, Southeast, and Southwest
The metrics only display values for the regions that are in the dataset that are
used in. So the Revenue metric cannot display values for the Northwest,
South, or Southwest regions since these regions are not included in Dataset 1.
However, since all the datasets are primary datasets by default, seven
attribute elements display in this document.
Document Objects
143
The Central region is only included in Dataset 1 and not in any of the primary
datasets, so it is no longer displayed in the document. If you also change the
join behavior of Dataset 2 so that it is a secondary dataset, the document
would only display the attribute elements included in Dataset 3 and would no
longer display data for South.
more information about Join Behavior, refer to the Report
For
Services Document Creation product guide.
To change the join behavior of a dataset:
When you add any of these objects, they are denoted with braces { }. For
example, {Region}.
objects that contain spaces or special characters
MicroStrategy
must be surrounded by square brackets []. For example, {[Call
Center]}.
1 In the Dataset Objects pane, drag the desired object into the desired
section of the panel stack in the Layout area.
OR
In the Dataset Objects pane, right-click the object and select Add to
Section as Dynamic Text or Add to Section as Static Text.
show a particular attribute form, expand an attribute,
Toright-click
the form, and add it to the document as static or
dynamic text.
OR
Insert a text box into the desired section of the Layout area and type the
name of an object surrounded by braces.
For example, type {Region} in a text box in the Layout area and the
dashboard displays the attribute elements for Region from the dataset.
If you want to specify the source dataset for a certain metric, you can also
include the name of the dataset in the text box. For example, if the same
metric is used in multiple datasets, use the syntax {[dataset name]:[object
name]}. Although you do not have to use square brackets unless the names
contain spaces or special characters, using brackets can help set off the
names.
If you want to display a particular attribute form, add @attribute_form after
the object name, within the braces. For example, {Customer@[Last Name]}
displays only the last names of customers on the document.
Document Objects
145
Text
You can insert text into any section of a document using text boxes. You can
format text boxes by specifying the size, transparency, borders, font, and
much more.
To insert text into a document:
1 Select the desired section of the Layout area to which you want to add a
text box.
2 From the Insert menu, select Text. (Alternatively, on the Insert toolbar,
you can select Text, as shown below:)
3 Use the cross-hair cursor to place and position a text box in the desired
section.
4 Type the text that you want to display on the document.
Images
You can insert images into any section of a document. The image must be
available to both the Intelligence Server and to the designers of the
document. If the designers do not have access to the image, they cannot see
the image while creating the document.
To ensure that the image is available as needed, you can use any of the
following options in the Image Source box:
Desktop\images
Intelligence Server\images
Web ASPx\images
Document Objects
147
1 From the Insert menu, select Image. The cursor changes to a crosshair
(+) when you place it over any section of the Layout area.
2 Place the image placeholder in the desired section.
3 If the Properties and Formatting window does not open automatically,
right-click the image placeholder, and select Properties and Formatting.
4 In the Properties and Formatting window, under Properties, select
Image.
5 In the Source box, type the address of the file you want to reference. For
example: http://www.mywebaddress.com/images/myimage.gif
6 Click OK.
By setting the Length and/or Height property for lines and rectangles to
100%, you can make them grow dynamically with your data. This setting
causes the line or rectangle to span the entire section in the output, thus
growing dynamically as the data in the section grows.
Document Objects
149
After you have added objects to a document, you can adjust how the
documents output displays them. The following tables describe the various
ways in which you can arrange and format objects.
Arranging Objects in a Document
Option
Description
Moving Objects
Sizing Objects
Ordering Objects
Locking Objects
Description
Control Defaults
Formatting Features
The following table provides a quick list of formatting features and their
corresponding objects:
Formatting Features by Object
Object Type
Formatting Feature
Grid/graph,
shapes, text box
Grid/graph,
shapes, line, text
box, image
Grid/graph,
shapes, text box,
image
3D effect, 3D weight
Grid/graph,
shapes, text box
Fill color
Grid/graph, text
box, image
Border
Line, shapes
Grid/graph or
text box
Grid/graph or
text box
Grid/graph or
text box
151
Formatting Feature
Grid/graph
Cell padding
Display state (grid, graph, or grid and graph)
Show title bar
Show, merge, or lock row and column headers
Show or hide outline format, banding, attribute form
names, and/or the Metrics column
Tooltips
Tooltips are a useful feature for describing an object when a user hover over it
in the document. For example, you can associate a tooltip with a particular
metric so that the metrics definition displays in the tooltip description.
Imagine a tooltip on a {Revenue} dynamic text box that displays the
following text when you hover over it: Revenue is defined as Sum(Sales). This
is an example of a static tooltip.
To make your tooltips more flexible, you can include dynamic text. For
instance, imagine a tooltip on a {Revenue} dynamic text box that displays the
following text when you hover over it: {Revenue} revenue produced in
{Year}. When you view the document in any DHTML or Flash Mode in
MicroStrategy Web, the dynamic text renders the actual revenue and year
values, as shown below:
1 Right-click the object to which you want to add a tooltip and select
Properties and Formatting.
2 In the Properties and Formatting window, under Properties, select
General.
3 Under General, in the Tooltip box, type the text you want displayed as the
tooltip for that object.
4 If you want to hide the tooltip, clear the Visible option.
5 Click OK.
153
Drilling on Grid/Graphs
You can enable drilling on grids and graphs in documents. Drilling provides
additional interactivity to your documents, as well as helping users discover
trends and identify exceptions in reports.
On a grid/graph, you can enable drilling to attributes already contained
within the source dataset. When you drill within the source dataset, the drill
result displays in the same window as your document.
You can also enable drilling outside the source dataset, which opens a new
report in a separate window and takes you to other attributes available in the
project.
For example, the document below contains a grid that lets you drill only to
other attributes within the source dataset for the grid. When you right-click
Call Center in the grid, the drill options you see include only the Region
attribute that exists in the dataset:
Drill Within on a Grid in a Document
In the next example, the document contains a grid that lets you drill to any
attribute in the project. When you right-click Call Center in the grid, the drill
options display all of the project drill paths with no restrictions.
Drill Anywhere on a Grid in a Document
When you select any of these target attributes, a new page opens with the drill
report results.
To enable drilling on a grid/graph in a document:
Drilling on Grid/Graphs
155
Synchronized Drilling
You can enable synchronized drilling across multiple objects in a document.
This feature is useful for documents with multiple grid/graph objects that
share common attributes, whether or not they come from the same dataset.
For example, if synchronized drilling is enable between the grid and graph in
the document below, drilling on Category in the grid, will automatically
perform the drill in the graph:
You can enable synchronized drilling for an object from the Properties and
Formatting window as shown below:
Drilling on Grid/Graphs
157
Derived Metrics
Document-level derived metrics are calculations that use at least one metric
from a document's dataset in combination with functions and operators. For
example, if your dataset contains the Subcategory attribute, the Profit metric,
and the Revenue metric, you can create a derived metric in the document that
calculates the cost. The derived metric's formula is defined as
Revenue-Profit.
Derived Metric Example
Must be a compound metric, which means it must use at least one existing
metric
Can be added to any section of the document and also to the document's
grids/graphs and its conditional formatting expressions
Is local to the document and is not saved with the original MicroStrategy
report.
3 In the Insert New Metric window, in the Object drop-down list, select
New metric or select an existing derived metric from which to define a
new derived metric.
4 In the Name box, type a name for the derived metric.
5 In the Available pane, select the metrics for the derived metric definition
and move them to the Definition pane.
Alternatively, you can click Function Wizard to use the wizard, which
guides
you through the process of defining a derived metric.
6 When you complete the derived metric definition, click OK.
159
Summary Metrics
Summary metrics enable you to control the aggregation function used to
calculate a subtotal for any given metric on a document. When you add a
metric to a document to produce a subtotal or grand total, the function that
calculates the subtotal is the same function that defines the subtotal function
for the metric.
define the subtotal function for a metric on the
You
Subtotal/Aggregation tab in the Metric Editor in MicroStrategy
Developer.
In the image shown below, the document displays the Max (Revenue)
summary metric. The Max (Revenue) summary metric uses the MAXIMUM
aggregation operator and calculates the highest revenue figure.
Summary Metric Example
1 In the Dataset Objects pane, under the desired dataset, right-click the
metric for which you want to create a new summary metric, select Insert
Summary Metric, and click the desired aggregation function.
The summary metric is added to the appropriate dataset and displays in
the Dataset Objects pane.
2 Drag the summary metric into the desired document section. You can
reuse a summary metric in different sections within the same document.
View Filters
You can create view filters within a document to maximize the use of a single
dataset. View filters help you decrease the number of datasets that you need
to build certain types of documents because you use view filters to apply
different filtering criteria to the same dataset. In a sense, you use view filters
to create different views of a single dataset.
For example, you create a document that contains revenue and profit
information for different product categories. You need to be able to display
different grids for each product category, all on a single document. Without
view filters, you must create a dataset report with the Category attribute and
the Revenue and Profit metrics. You must then create copies of the dataset
report, each with a different category filter.
You can create a document with view filters by first creating one
MicroStrategy report, which contains all of the attributes and metrics of the
individual datasets above, and adding it as the dataset to the document.
Then, insert the same report as a grid multiple times into the document.
Finally, you define a different view filter for each grid. All of the individual
grids share the same exact dataset, but they each employ a different filtering
condition.
viewing a document that contains a view filter and you do
IfnotyouhaveareMicroStrategy
OLAP Services, you can view the definition of
the view filter, but you cannot modify it.
To create view filters on grids and graphs in a Report Services document:
161
Derived Elements
Custom Grouping of Elements
Derived elements are best understood as a custom grouping of attribute
elements that aggregate at the group level. You can group multiple elements
on a grid to display as a single element, replacing its individual components.
For example, consider the following report with Region on the rows and a few
metrics in the columns:
There are eight regions on the report, many of which you can combine to
form super regions, or derived elements. You can group the Northwest and
Southwest regions and display them on the report as one elementWest. The
Profit metric values automatically aggregate to include both element values
($195,868+ $411,335 = $607,203):
Derived Elements Example - West
163
Graph Formatting
After completing this topic, you will be able to:
Describe the formatting properties for graphs within Report Services
documents and some additional formatting features.
When you create graphs in documents, you can take advantage of the
following formatting features:
Transparency effect
Curved lines
Data tooltips
Graph Formatting
165
Transparency Effect
You can adjust the transparency on a graph to make bars in a bar chart, pie
slices in a pie chart, or areas in an absolute area chart appear more
translucent. The transparency property applies to graph series and graph
legends. In the image shown below, the areas of the area chart are easy to
distinguish since you can see right through them. In fact, without the
transparency effect, the order of the areas might cause one to be hidden by
the other:
Transparency in a Graph Series
1 With the document open in Editable Mode, select the graph to which you
want to apply the transparency effect.
The graph must display in Graph View or Grid and Graph View.
2 Right-click the graph and select Format.
to apply the transparency effect, you must first ensure that
Intheorder
rounded effects option is cleared.
3 In the Format: Graph window, under Format, click General.
4 Under Maximum, clear the Apply rounded effect to all series check
box.
166 Graph Formatting
Graph Formatting
167
Curved Lines
When you format a graph that contains lines, such as a Line, Area, Polar, or
Radar graph, you can specify whether the lines in the graph are straight
(default) or curved. In many cases, curved lines provide these line and area
graphs with a more attractive look and feel, as shown below:
Curved Line Graph Example
1 With the document open in Editable Mode, select the graph to which you
want to apply the curved line effect.
The graph must display in Graph View or Grid and Graph View.
2 Right-click the graph and select Format.
3 In the Format: Graph window, under Format, click General.
5 Click OK.
Graph Formatting
169
In the image below, a tooltip displays when you hover over a data point in a
line graph:
Data Tooltips on a Line Graph
1 With the document open in Editable Mode, select the graph to which you
want to enable tooltips.
The graph must display in Graph View or Grid and Graph View.
2 Right-click the graph and select Format.
3 In the Format: Graph window, under Format, click Format.
4 In the Format drop-down list, select Series Values.
5 In the next drop-down list, select All Data Values or select the specific
series for which you want to enable tooltips.
Graph Formatting
171
Quick Switch
Quick Switch enables users to instantly switch a grid/graph from Grid view to
Graph view and vice versa. When you enable this feature on a grid/graph in a
document and run the document in Interactive, Editable, or Flash Mode, the
Quick Switch button displays on the grid/graph, as shown below:
Quick Switch Example
1 In Design Mode, select the graph you want to enable Quick Switch on.
2 Right-click the graph and select Properties and Formatting.
3 In the Properties and Formatting window, under Properties, select
Layout.
Portal Window
The Portal Window feature enables users to maximize or minimize a
grid/graph on a document by selecting the appropriate buttons on the
grid/graphs title bar. If you want to hide the minimize and maximize
buttons, you must disable the grid/graphs title bar.
Graph Formatting
173
In the example shown below, the dashboard contains several graphs, all of
which have the portal window visible. By selecting the minimize or maximize
buttons on the upper right-hand corner of each graph, you can hide or show
the individual graphs on the page:
Graphs with the Portal Window Feature Enabled
1 With the document open in Editable Mode, select the graph to which you
want to apply the toggle data markers.
2 Right-click the graph and select Format.
3 In the Format: Graph window, under Format, select Format.
4 In the first drop-down list, select Series markers.
5 Under Shape, in the Shape drop-down list, select the desired data marker.
6 Click OK.
Graph Formatting
175
Gradients
Drop shadows
3D borders
Gradients
Gradients enable you to blend two colors to show a gradual color change in
the background of a document object. You can apply gradients to the
following document objects:
Text boxes
Rectangles
Sections
Panel stacks
Selectors
When using a gradient, you can choose a shading style, which determines the
direction for the color blend (top to bottom, left to right, and so forth). The
panel stack below has a background gradient with a vertical shading style:
Gradient Variant Example
Notice how the background blends gradually from white at the top to a dark
red at the bottom.
that display in Flash Mode can use a three-way directional
Documents
display.
1 Right-click the panel stack to which you want to apply a gradient and
select Properties and Formatting.
2 In the Properties and Formatting window, under Format, select Colors
and Lines.
3 Under Fill, in the Color drop-down list, select Gradients.
4 In the Gradients window, under Colors, select colors for Colors 1 and 2.
5 Under Shading Styles, select the desired shading direction.
6 Click OK.
Drop Shadows
Drop shadows help make objects seem as if they are floating above their
background, or they can make objects seem deeper. You can apply drop
shadows to the following document objects:
Grid/graphs
Images
Lines
Text boxes
Panel stacks
Selectors
Graph Formatting
177
Notice how the graph casts a darker grey shadow against the lighter grey
background.
To apply a drop shadow to a grid/graph in a document:
6 Under Distance, use the slider to adjust the thickness of the drop shadow,
as shown below:
3D Borders
The 3D borders option is also available in the Effects section of the Properties
and Formatting window (as shown above). When you apply a 3D border, you
give the object the effect of being raised or sunken (similar to a button). You
also assign a weight to the 3D border to specify how raised or sunken the
object displays.
In the example below, the Manager Performance text box has a 3D border
with the raised effect and a weight of 4:
Grid/graphs
Images
Panel stacks
Selectors
Text boxes
Graph Formatting
179
Lesson Summary
In this lesson, you learned:
The dataset from which a metric comes determines the attribute elements
for which data is displayed in a grid.
Tooltips enabled you to hover over an object and view additional text
about that object.
Derived metrics are calculations that use at least one metric from a
documents dataset in combination with functions and operators.
Lesson Summary
181
Format the title bar of the panel stack so it has a size 12 font and a
background color of Grey-40%.
Detailed Instructions
1 Open the Grid Layers on Panel Stack RS dashboard you created earlier.
Add a special effect to the graph
183
23 To remove the scroll bars on the panel stack, in the Document Structure
pane, right-click Main Panel Stack and select Properties and
Formatting.
24 In the Properties and Formatting window, under Properties, select
Layout.
25 Under Size, in the Content Overflow drop-down list, select Clip.
26 Click OK.
185
5
SELECTORS
Lesson Description
This lesson provides an overview of the basic concepts related to selectors. You
will learn how to create and use selectors to control RS Dashboards.
187
Selectors
Lesson Objectives
After completing this lesson, you will be able to:
Explain what a selector is, how to create and use selectors, and how to control
the output of a selector.
After completing the topics in this lesson, you will be able to:
Selectors
Selectors
After completing this topic, you will be able to:
Create and use selectors to interact with RS dashboards.
What Is a Selector?
Selectors provide dashboards with interactivity, enabling users to select the
data they prefer to see. MicroStrategy Web users use selectors in Express,
Interactive, Editable, or Flash Mode. With selectors, you can:
Selectors
189
Selectors
190 Selectors
Selectors
Every selector must have an action type and a target. In this example, the
selectors action type is to select a panel and the target is the panel stack on
which the grids are placed.
To create this type of selector, you first insert the selector in the section of the
Layout area. Then you define its various properties. The document must
already contain the panel stack that serves as the selectors target. The next
few procedures explain the steps involved in creating this type of selector.
To insert a selector into a document:
Selectors
191
Selectors
4 Click within the Layout area section to place the selector in it.
If you click and drag within the section, you can size the selector.
To create a selector that switches panels in a panel stack:
192 Selectors
Selectors
Notice the Action Type is Select Panel, the Source is unavailable, and the
Target is a panel stack. In this example, the panel stack contains the two
panels, each with its own distinct grid.
Selectors
193
Selectors
This type of selector requires an action type, a source, and a target. In the
example, the Airport attribute on the graph is the source, and the graph is the
target. The selector also displays the (All) option, which lets you view every
airport on the line graph simultaneously.
To create a selector that selects the attribute elements to display on a
grid/graph:
194 Selectors
Selectors
Selectors
195
Selectors
The Action Type is Select Attribute Element, the Source is the Airport
attribute, and the Selected target is Panel Stack62. To enable users to see all
of the attribute elements on the graph, the Show option for All check box is
selected. However, since there is no custom alias in the Alias box, the selector
displays (All) by default.
196 Selectors
Selectors
Selectors
197
Selectors
The Action Type is set to Select Metric, the Source is unavailable, and the
Selected target is Category Sales Report.
When you run the document in Express, Interactive, Editable, or Flash Mode,
the selector shows the metrics that are contained in the target grid/graph.
198 Selectors
Selectors
1 In the Dataset Objects pane, right-click the desired metric and select Add
Metric Slider.
2 To change formatting, right-click the metric condition selector and select
Properties and Formatting.
3 Click OK.
To enable metric condition selectors on a grid:
1 On the document grid, right-click the desired metric and select Create
Selector Control.
Selectors
199
Selectors
200 Selectors
Selectors
4 Click OK.
Selectors
201
Selectors
You define the selector as an attribute element selector where the source is
Category and the target is the panel stack that contains the dynamic text box.
202 Selectors
Selectors
The Action Type is Select Attribute Element, the Source is Category, the
DHTML style is Drop-down, and the Selected Target is the Panel Stack with
Dynamic Text.
Selectors
203
Selectors
When you choose the Movies from the first selector, the second selector
automatically displays only the subcategories that are in the Movies category.
dashboard above is a modified version of Category Sales &
The
Profitability Dashboard located in the MicroStrategy Tutorial project
in the Shared Reports\MicroStrategy Platform
Capabilities\MicroStrategy Report Services\Dashboards folder.
204 Selectors
Selectors
In the image shown below, the Category selectors target is set to control the
Subcategory selector.
Region Selector Targets Distribution Center Selector
Selectors
205
Selectors
Selector Styles
When you define a selector, you must choose a style, an action type, a source,
and a target. The image below shows DHTML styles for attribute and metric
selectors:
DHTML Styles for Selectors
you select slider, radio buttons, check boxes, or button bar as the
IfDHTML
style for your selector, you can control the orientation of the
selector. The Orientation option lets you choose between displaying
the selector horizontally or vertically.
can also define a few Flash styles for selectors. For more
You
information on these styles, see Flash-only Selector Widgets starting
on page 329.
The following table lists the selector styles that require only one selection at a
time and those that let you select multiple elements simultaneously:
Selector Styles
206 Selectors
Multiple Selections
Drop-down
Button Bar
Radio Buttons
Check Boxes
Selectors
Selector Styles
One Selection at a Time
Multiple Selections
Link Bar
Listbox
Slider
you set the DHTML style to Check Boxes, you cannot create a
Ifselector
with the Select Panel action type, since you cannot display
multiple panels simultaneously. Select a different DHTML style to
display panels.
When you insert a selector using the Insert menu option or the Insert toolbar
button, you choose the selector style right away. However, you can change the
selector style at any time.
To change the selector style for an existing selector:
Selectors
207
Selectors
208 Selectors
For a panel selector, right-click the panel stack and select Create Panel
Selector. The panel stack is automatically assigned as the selectors
target.
Selectors
For a metric selector, right-click the Metrics header in the grid and select
Create Selector Control. The grid is automatically assigned as the
selectors target.
Besides using the Properties and Formatting window, you can select targets
for a selector using another method called target selection mode.
To assign targets for selectors in target selection mode:
Selectors
209
Selectors
Selector Defaults
The following section describes some of the default properties of a selector
control.
210 Selectors
Selectors
You could also choose to see specific categories and the total, as shown below:
Totals on a Selector - Specific Categories and Total
Selectors
211
Selectors
Selectors
All attribute and metric selectors automatically target all grid/graphs and
panel stacks that are in the same panel or document section as the
selector.
Selectors
213
Selectors
If you were to add new selectors to each panel stack, they too would
automatically target the grid/graph in their respective panel stack.
Additionally, if you add new panel stacks or grid/graphs to one of the panel
stacks, the new panel stack or grid/graph is automatically added as a target to
the respective selector.
The image below shows the Properties and Formatting window for the
selector in Panel Stack A from the example above:
Automatic Target Maintenance Enabled
Notice that the Available targets and Selected targets lists are grayed out, and
only GridGraph46 displays in the Selected targets list. Also, at the very
bottom of the image, there is a link that switches the selector back to manual
control.
Even though automatic target maintenance is enabled, you must define
certain properties for the selector, such as Source.
214 Selectors
Selectors
Selectors
215
Selectors
Formatting Selectors
You can apply various formatting options to selectors. They include the
background color, border, drop shadow, font, gradient color, tooltip, and so
on. One formatting property that is specific to selectors is the Make all items
the same width.
By default, items in a selector are sized so that they are wide enough to
display the complete text for the item, with minimal wasted space. However,
there might be instances where you want to force the selector to display all
items with the same width, particularly when the items have similar lengths,
such as a selector that enables you to choose quarters and all the quarter
descriptions are the same character length.
To specify a selector width as fixed:
216 Selectors
Selectors
You can change the selection color for a selector in the Properties and
Formatting window, under the Color and Lines format items.
Properties and Formatting Window
Selectors
217
Selectors
Analytic-Based Selectors
Just as you can use an attribute, consolidation, or custom group as the source
for a selector, you can also use a grid or graph. When you use a grid or graph
to control another grid/graph, you synchronize data across the grids and
graphs, as shown in the diagram below:
Analytic-Based Selectors
Using grids and graphs as selectors adds a new dimension of depth to your
dashboards.
218 Selectors
Selectors
Selectors
219
Selectors
220 Selectors
Selectors
221
Selectors
3 In the right pane, under Panel Stack, select the Use as Information
Window check box.
Use as Information Window
The automatic placement option enables MicroStrategy Web to pick the most
suitable position for the information window. MicroStrategy Web prefers to
display the information window on the right if the selector or graph is in
vertically orientation. If the selector or graph is in a horizontal orientation,
MicroStrategy Web prefers to display the information above the selector or
graph, and MicroStrategy Web prefers to display the information above text
boxes and images.
The fixed option displays the information window in the same location that it
appears in Design mode.
If users select a specific placement option for the information window and
there is a conflict at runtime, the information window will display in the
opposite option.
Selectors
In the Properties and Formatting windows for text fields, image, and buttons,
there is an Information Windows section containing a Panel Stack
drop-down list, as shown below:
Information Windows for Text Fields
223
Selectors
Selectors
Lesson Summary
In this lesson, you learned:
A selector has the following components: style, action type, source, and
target.
You can format selectors like you can format other objects by changing
their fonts, background colors, gradients, tooltips, borders, and so on.
You can also format a selector so that the items listed within it display
with the same width.
You can enable the Use as Information window check box to display a
panel stack as an Information window when you select an attribute
element that targets the panel stack.
Lesson Summary
225
Selectors
Exercise: Selectors
Adding Selectors to Document
Overview
In this exercise, you will edit the Grid Layers on Panel Stack document you
created in an earlier chapter to include selectors. When you complete the
exercise, your document named Grid Layers on Panel Stack with Selectors,
should resemble the following image:
Exercise: Selectors
227
Detailed Instructions
Create a panel selector
1 In the My Reports folder, open the Grid Layers on Panel Stack document.
2 View the document in Design Mode.
3 With the Main Panel Stack selected, press the DOWN ARROW to position
the panel stack (and all of its contents) a little lower on the placeholder. You
want to leave room at the top for the panel selector, as shown below:
4 Right-click the Main Panel Stack and select Create Panel Selector.
5 Position the panel selector above the Main Panel Stack, on the placeholder.
Size it so that it matches the width of the panel stack, as shown below:
Exercise: Selectors
229
Selectors
Overview
In this exercise, you will practice creating different types of selectors. When
you complete the exercise, your document named Product Performance,
should resemble the following image:
In this dashboard, you can select a category, which controls the subcategories
listed in the check box selector. You can also select one or more metrics to
display on the graph. The subcategories you choose also affect the graph. This
dashboard behaves very much like the Product Performance dashboard,
located in the Shared Reports\Dashboards and Scorecards folder.
If you want to create the document without following step-by-step instructions,
you can use the following information as a guide:
Exercise: Selectors
231
Add a radio button metric selector with horizontal orientation above the
graph yet under the Category drop-down selector.
Add a check box selector with vertical orientation on Subcategory to the left
of the graph.
Detailed Instructions
Create the document
6 In the Dataset Objects window, add the Product - Monthly report, located
in the Shared Reports\MicroStrategy Platform Capabilities\MicroStrategy
Report Services\Datasets\Product Performance folder, as a dataset.
Add a title
7 In the Layout area, double-click inside the top-most text box and type
Product Performance as the title.
Add the Category static label
8 In the Layout area, on the placeholder panel stack, click Add Content and
select Text.
9 In the text box, type Category: and resize the text box to accommodate the
text, as shown below:
Add a grid
Exercise: Selectors
233
12 In the Dataset Objects window, under the Product - Monthly dataset, drag
Quarter to the rows of the grid.
13 Drag Subcategory to the columns.
14 Pressing the CTRL key, select all of the metrics and drag them to the
metrics section of the grid, as shown below:
17 In the grid, right-click the Subcategory header and select Create Selector
Control.
18 Place the new Subcategory selector to the left of the grid.
19 Right-click the Subcategory selector and select Properties and
Formatting.
20 In the Properties and Formatting window, under Properties, select
General.
21 Under Selector, clear the Show Title Bar check box.
22 In the Properties and Formatting window, under Properties, select Layout.
23 Under Selector, in the DHTML Style drop-down list, select Check Boxes.
24 In the Orientation drop-down list, select Vertical.
25 Click Apply.
26 Under Properties, select Selector.
automatic target maintenance is enabled. This means
Bythatdefault,
you will not have to select a specific target and that it will be
available automatically. You will notice in this exercise that some
steps ask you to simply confirm that the automatically selected
target is the correct one.
27 Ensure that the selector is defined as such:
28 Under Advanced, select the Show option for Total check box.
Show option for Total checkbox is disabled by default. You need
The
to disable the Apply selections as filter check box first.
29 In the Alias box, type All Subcategories, as shown below:
30 Click OK.
Exercise: Selectors
235
48 In the grid, right-click the Metrics header and select Create Selector
Control.
49 Place the metrics drop-down selector between the Category selector and the
Subcategory selector as shown below:
Exercise: Selectors
237
55 Click Apply.
56 Under Properties, select Selector.
Action Type and Target are already defined because you created
The
the selector from the Metrics header in the grid.
57 Under Advanced, clear the Show option for All check box.
58 Click OK.
59 Resize the metrics selector so that it takes up the width of the placeholder
panel stack.
Switch the grid to Graph view
60 Right-click the grid, point to View Mode, and select Graph View.
Save the document and study it in Interactive Mode
61 Click Save.
62 In the message window, click Yes.
63 Switch to Interactive Mode.
64 In the Category drop-down selector, select Electronics.
65 In the metrics radio button selector, click Profit.
66 In the Subcategory check box selector, select Cameras and Computers.
Analytic-Based Selector
Overview
In this exercise, you will use a graph to control another graph. Imagine this
design as just a section of a larger dashboard. When you complete the exercise,
your final result, named Analytic-Based Selector Example, should resemble the
following image:
Exercise: Selectors
239
Create a grid with Category and Revenue in the columns that takes up the
top half of the panel.
Create a bar chart graph based on the Top 5 Suppliers in Category that
takes up the bottom half of the panel.
Use the Category attribute from the grid to control the bar chart below.
Change the grid into a pie chart.
Detailed Instructions
Create the document
Performance by Store
3 Add a grid to the placeholder panel stack and position it so that it takes up
the top half of the placeholder.
240 Exercise: Selectors
11 Right-click the grid, point to View Mode and select Graph View.
12 Click the Graph menu to view the toolbar.
13 On the Graph toolbar, change the graph type to Pie.
14 Use the Pie graphs Properties and Formatting window to disable the title
bar.
2014 MicroStrategy Inc.
Exercise: Selectors
241
22 On the Graph toolbar, click Legend to hide the legend, as shown below:
36 Switch to Interactive Mode and test the interactivity by clicking any section
of the pie chart and studying how your selection impacts the bar graph.
Exercise: Selectors
243
6
FLASH MODE AND WIDGETS
Lesson Description
In this lesson, you will explore Flash Mode and all of the functionality that this
document display mode offers.
245
Lesson Objectives
After completing this lesson, you will be able to:
Understand the characteristics of documents that you display in Flash Mode
and include advanced visualizations in these documents.
After completing the topics in this lesson, you will be able to:
Explain the benefits of DHTML and Flash output formats and understand
certain characteristics of Flash in particular. (Page 231)
List the widgets that can be displayed in both Flash Mode and Interactive
Mode. (Page 277)
DHTML Benefits
All of the features and functionality that you have learned up to this point in
the course focus on pure DHTML (also called AJAX) functionality. Each of
the MicroStrategy Web document display modesExpress Mode, Interactive
Mode, and Editable Mode are DHTML modes. Documents that display in
DHTML offer the following benefits:
247
Flash Benefits
While DHTML has its benefits, you might want documents that offer a
greater level of interactivity. To address this need, MicroStrategy Web offers
a Flash Mode, which displays Adobe Flash technology within documents.
Flash Mode offers the following benefits:
To view documents in Flash Mode, you must have a Flash player installed
on your client machine. See the MicroStrategy Readme for the latest
supported. Since Flash functionality is commonly used across most
Web-related applications, it is likely that you have a Flash player installed
already. If you try to open a document that displays by default in Flash
Mode and do not have a Flash player installed, you receive a warning
message.
249
Objects such as panel stacks and selectors have a sharper, richer display
in Flash Mode, although their function is the same as in the DHTML
modes.
When you print a document from Flash Mode, the printed version of the
dashboard resembles the default DHTML view of the dashboard. Some
objects may not print due to their interactivity requirements (like
macrographs in a time slider series widget).
251
You can export a document in Flash Mode to PDF or MHT format and
analyze it offline.
format is an archive web page format that enables you to
MHT
view the dashboard offline. This archived web page is an MHTML
(MIME HTML) document.
Like documents that you view in the DHTML modes, you can run
documents saved in Flash Mode using MicroStrategy Office in Microsoft
Word, PowerPoint, and Excel. You can work offline with these documents
and take advantage of their Flash functionality. In addition, with
MicroStrategy Distribution Services, you can subscribe to receive
documents saved in Flash Mode by e-mail. All of the documents Flash
features display in the e-mail body or attachment.
For more information on MicroStrategy Office, see the Office User
Guide
product manual. For information on MicroStrategy
Distribution Services, see the System Administration Guide
product manual.
You can choose to export all the Flash files in a project in either MHT or PDF
format. MHT file format can be opened in Internet Explorer or Firefox with
add-ons, and PDF file format can be opened in Adobe Reader 9. The Flash
file preference is a project level setting that can be changed in Project
Configuration Editor, as shown in the image below:
Project ConfigurationExport Settings
3 In the MicroStrategy Web warning window, which states that you need to
save the exported file locally before opening it, click OK.
253
The MHT file format can be opened in Internet Explorer or Firefox with
add-ons, and the PDF file format can be opened in Adobe Reader 9.
255
Advanced Visualizations
After completing this topic, you will be able to:
Use MicroStrategys out-of-the-box Advanced Visualization Library to
include data widgets in your documents.
Widgets are interactive, Flash-only graphs that dynamically update when you
select a new set of data to view. MicroStrategy offers several widgets that you
can use in Flash dashboards. Each of these widgets typically serve a specific
business purpose and have strict data requirements.
In Developer, you define widgets in Design Mode. In MicroStrategy Web, you
define widgets in Design Mode or Editable Mode. To interact with widgets,
you must view the document in Flash Mode.
Inserting Widgets
The process by which you insert a widget into a document is the same no
matter which widget you choose.
To include a widget in a document:
1 Select the panel or section in the Layout area to which you want to insert a
widget.
2 Do one of the following:
On the Insert menu, point to Widgets, point to Flash, and select the
appropriate widget.
OR
On the Insert toolbar, in the Widget drop-down list, point to Flash and
select the appropriate widget, as shown below:
3 Drag the widget to the location on the panel that you want it.
grid-like object represents the widget in Design Mode. You can
Aright-click
this object to modify any of its properties.
4 Define the widget by placing report objects, such as attributes and
metrics, on the widget grid.
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1 Right-click the grid/graph that you want to display as a widget and select
Properties and Formatting.
grid/graph must meet the widgets data requirements or else
The
the widget will not render in Flash Mode, and you will receive an
error message.
2 In the Properties and Formatting window, under Properties, select
Widget.
3 Under Widget Selection, in the Widget drop-down list, select the desired
widget.
4 Click OK.
MicroStrategy Widgets
MicroStrategy is continually creating new widgets. Because there are so many
widgets, this course focuses on seven of the most popular widgets. However,
the table below lists every widget available for MicroStrategy dashboards, as
well as the data requirements and when to use the widget.
Widgets Available in MicroStrategy Web
Widget
Data Requirements
When to Use
Bubble Grid
Data Cloud
Date Selection
Widget
Data Requirements
When to Use
Funnel
Graph Matrix
Heat Map
Image Layout
Map
Thermometer
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Widget
Data Requirements
When to Use
Waterfall
Gauge Widget
To represent a single value in a visual manner, dashboard designers often use
gauge widgets. A Gauge widget is much like a cars speedometer. It displays a
needle that moves within a range of numbers shown on the gauge, as shown
below:
Gauge Widget
The needle within the gauge is a visual representation of the single metric
value (in the example, the Profit Margin metric).
see an example of a gauge widget in a document, run the Regional
ToPerformance
Management Dashboard in the Shared
Reports\Dashboards and Scorecards folder.
This widget has the following data requirements:
The source dataset must contain one attribute in the rows and one metric
in the columns.
You must include a selector if you want users to interact with the widget.
The image below shows the widget template in Design Mode for the Gauge
widget in the previous example:
Gauge Widget Template
When using gauges, keep in mind that unless you have unlimited screen
space for your dashboard, you might save valuable space by listing a single
value metric as text.
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see an example of the Time Series Slider widget, run the Customer
ToRegional
Analysis document in the Shared Reports\Dashboards and
Scorecards folder.
The Time Series Slider widget has the following data requirements:
The source report must contain one attribute along the rows. This
attribute is normally time-based, but does not have to be time-based. The
attribute displays on the X-axis of the chart.
attribute should contain many values (like days, weeks, or
The
months). In the example, the X-axis represents the Day attribute.
The source report must contain one or more metrics along the columns.
The metrics display on the Y-axis of the chart. In the example, the Close
Price metric displays on the Y-axis.
source report has more than one metric along the columns,
Ifthethegraphs
display as a stacked area chart. To see an example of a
Time Series Slider with multiple metrics, run the Corporate Sales
Overview dashboard in the Shared Reports\Dashboards and
Scorecards folder of the MicroStrategy Tutorial project and click
the Regional tab.
The image below shows the widget template for the Time Series Slider
widget:
Time Series Slider Widget Template
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263
As you select support regions, more series display in the area chart. When all
of the series display, the chart represents the total of all the series. If you want
to view how a single series contributes to the total, simply click a single
region. If you want to view how multiple series contribute to the total, use the
CTRL key to multiselect several regions. This type of widget enables you to
quickly analyze how the individual parts make up the whole, which is useful
when analyzing percent-to-total contributions.
To use an interactive stacked graph, you must meet the following
requirements:
One attribute must display along the rows (for the graphs X-axis). In the
previous example, the Month attribute displays along the X-axis.
Another attribute must display along the columns (for the check box
selector). In the example, the Support Region attribute acts as the
check box selector.
The source report must contain one metric along the columns (for the
graphs Y-axis). In the example, the New Cases metric is measured along
the Y-axis.
the Interactive Stacked Graph widget contains its own
Since
built-in selector, you do not need to create a separate selector to
make the widget interactive.
The image below shows the widget template for an Interactive Stacked Graph
widget:
Interactive Stacked Graph Widget Template
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265
Heat Map
Heat maps (also called treemaps) display a combination of colored
rectangles, each representing an attribute element. Heat maps enable you to
quickly grasp the state and impact of a large number of variables at once.
Heat maps are often used in the financial services industry to review the
status of a portfolio. The size of each rectangle represents its relative weight.
The color represents the relative change in the value of a rectangle. The
smaller rectangles represent individual elements that form the larger
rectangle.
For example, in the image below, the heat map displays several rectangles.
Each rectangle represents individual subcategories. The large rectangles
represent the categories to which those subcategories belong. The size of each
subcategory rectangle represents its relative weight in terms of revenue. The
color represents the state of the individual subcategories in terms of positive
or negative revenue growth. The darkest rectangles have the lowest percent of
revenue growth while the lightest rectangles have the highest percent of
revenue growth. When you place your cursor over the darkest rectangle, a
tooltip displays to show the Computers subcategory, the Revenue value, and
the Percent Growth value.
Heat Map Widget - Tooltip
To use the Heat Map widget, you must meet the following requirements:
One or more attributes along the rowsIf you use one attribute only, this
attribute represents the large rectangles whose names display in the
widget. If you add another attribute, it represents the smaller rectangles
that fall within the larger ones.
widget can use any number of attributes. Attributes with a
This
parent-child relationship work best, because they are nested within
one another on the Heat Map.
The image below shows the widget template for a Heat Map widget:
Heat Map Widget Template
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267
With the interactive pane, you can choose which metrics control the size of
the rectangles and the color of the rectangles. As you can see in the image
above, the Percent Growth metric currently controls the color.
You can also filter the number of elements you see in the widget using two
metric filter sliders. One slider filters data elements based on the metric that
defines the size of each rectangle. The other slider filters data based on the
metric that controls the color of each rectangle. When you move the thumbs
of the sliders, any regions that are excluded on the Heat Map display as
shaded while those still in view are highlighted.
By selecting the Filter check box, you can remove from view the rectangles
that are excluded. This makes it easier to focus on the elements of interest.
The interactive pane also makes it possible to perform the following actions:
View a list of deleted items, which displays the names of all the rectangles
that you have removed from view
1 With the document open in Flash Mode, right-click the widget, and select
Interactive.
2 Perform manipulations to the Heat Map as desired.
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The following image shows the Heat Map when the interactive pane is
docked. The Revenue metric controls the color; the Category and
Subcategory attributes are pivoted; and the color bands are red and green:
Heat Map - Interactive Pane Docked
Enables the animation of the bubbles through time. You accomplish this
by moving a time slider or pressing a Play button.
Enables the user to drill into the components of a bubble to see the
distribution of underlying data. You drill on a bubble by clicking it.
Allows multiple element selection using the CTRL key. You expand any
selection by holding the CTRL key while you click on other bubbles. The
extended selection is highlighted to reflect which bubbles are currently
selected.
Allows multiple element selection using Marquee Selector. You can make
a selection of bubbles that are contiguous or that fall within the limits of a
rectangular area. The selection of bubbles also triggers the underlying
selector with the enclosed bubbles as the values of the selection. Specified
area can be magnified by the zoom operation.
The image below shows an Interactive Bubble Graph. You can click the arrow
Play button (on the top left) to view the trend over time. You can double-click
individual bubbles to drill to more detailed data. You can select multiple
bubbles by holding the CTRL key, and you can also make a selection of
bubbles using Marquee Selector. Drawing a marquee is initiated
automatically when you click and drag the pointer. The zoom button appears
inside the selection when the mouse pointer is inside the box.
Interactive Bubble Graph Widget
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271
The Interactive Bubble Graph widget has the following data requirements:
At the very least, one attribute and three metrics are required. Depending
on whether you want color coding, animation, or drilling, you should
include additional attributes, as specified below:
One attribute along the rows for the series (bubble)
Optional additional attribute to the left of attribute along rows for
series animation and drilling
One attribute along columns (for color coding)
Three metrics along columns (X-axis position, Y-axis position, and
size of bubble)
For time animation, one extra unit is required on the time axis. If you
enable time animation, the left-most attribute on the row axis represents
time and groups the data for animation.
For drilling, the data that drives the X and Y axis should be non-summing
functions, like Average and Standard Deviation. This makes the range
(scale) of values for the parent bubbles and child bubbles similar.
In addition, for drilling, the source report requires specific formatting,
which you can achieve by using a custom group or advanced subtotals
in MicroStrategy Developer. When using a custom group, you must set
the display options so that the individual child elements display under
the total for the custom group element.
will learn more about the advanced subtotals method in an
You
exercise at the end of this lesson. For additional information on the
requirements for the Interactive Bubble Graph widget, refer to the
MicroStrategy Dashboards and Widgets Creation Guide product
manual.
The image below shows the widget template for an Interactive Bubble Graph
widget:
Interactive Bubble Graph Widget Template
Microcharts Widget
The Microcharts widget consists of one or more microcharts, which are
compact charts integrated into a grid of data that enables analysts to quickly
identify trends. Microcharts convey information in such a way that the user
can, at a glance, determine the trend of a metric over time or how a metric is
performing compared to forecasted figures. The Microcharts widget is useful
for this purpose because individual microcharts can display attribute and
metric data in a small graph that would otherwise be displayed as a single
value in a grid report cell.
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In the example, you see each of the three types of microcharts that are
available within the Microcharts widget. Each of the following microcharts
provides a unique way to visualize your data, as described below:
Microcharts Display Types
Microcharts Type
Description
Bar chart
Sparklines
Bullet chart
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275
Columns
Using the same example mentioned previously, the following image shows a
valid arrangement of report objects on a Microcharts widget template
designed to display a sparkline and/or a bar:
Microcharts Widget Template - Sparkline and/or Bar
The same template produces the following display in Flash Mode, with the
default sparkline display:
Microcharts Widget in Flash Mode - Sparkline Only
If you analyze the sparkline, note the first (left-most) Open Cases (TM)
metric represents the fluctuations in the sparkline. The second metric, Avg.
Open Cases (T12 M), represents the horizontal reference line.
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277
Columns
If you analyze the bullet, note the third metric in the template, Closed Cases
(TM), determines the length of the performance measure bar, the darkest
horizontal bar. The fourth metric, Max (Closed Cases), represents the
maximum possible value, Band 3, in the bullet. The fifth metric, Low (Closed
Cases), determines the right-most boundary of the first color band, Band 1, in
the bullet. The sixth metric, Med (Closed Cases), determines the right-most
boundary of the second color band, Band 2. Finally, the seventh metric,
Target Closed Cases, determines the value of the vertical reference line,
which represents the target value for the metric.
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As you can see, bullet microcharts are particularly effective because they help
you visualize the output of five different metrics in a simple, very compact
display. The horizontal performance bar shows the status of the metrics
performance against the vertical target line. The three color bands show how
the performance bar falls within poor, average, and good (or low, medium,
and high) thresholds. An analyst can see, at a glance, the regions that are
performing well and exceeding targets versus the regions that need
improvement.
Grid
Vertical Scroll
Ticker
KPI List
You control the operation mode by specifying the desired mode in the
Microcharts widgets Flash properties.
Grid Mode
This is the default mode for the Microcharts widget. In this mode, all the rows
of microcharts are displayed at the same time, from top to bottom.
In Grid mode you can display groups of rows collapsed or expanded to show
different levels of detail using the Tree Display option. The Tree Display is
useful when there are two to three attributes on the rows, in addition to the
time series attribute.
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281
In the following image, the rows are grouped by the Support Region attribute.
The Northeast group is expanded to display the elements of the Call Center
below with the rows Boston and New York.
Tree Display
Ticker Mode
In Ticker mode, you can view microcharts and supplemental text in a
scrolling ticker that moves from right to left. You can add text next to each
microchart to provide background information or highlight a trend displayed
in the microchart. This text is displayed alongside the microcharts as they
scroll horizontally, as shown below:
Microcharts Widget - Ticker Mode
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283
Ticker 1 displays when the third metric on the widget template (the
performance metric) is less than the target value, which is represented by
the seventh metric. Consider this when defining the text that you want to
display for this ticker.
Ticker 2 displays when the third metric on the widget template (the
performance metric) is equal to or greater than the target value, which is
represented by the seventh metric. Consider this when defining the text
that you want to display for this ticker.
The remaining text is the message you want to include for analysts.
6 On the Ticker tab, in the Title box, type a name for the ticker.
Ticker 1 displays when the third metrics (the performance metric) values
are less than the target values represented by the seventh metric.
Ticker 2 displays when the third metrics values are equal to or greater
than the target values represented by the seventh metric.
10 To define the text that displays in the tickers, in the Ticker 1(M3 < M7)
and Ticker 2(M3>=M7) boxes, type values for the tickers.
You can use the following variables to define the text for tickers:
{&bullet}
{&bar}
{&sparkline}
For example, if you enter {&sparkline}, at run time, &sparkline is replaced
by the corresponding sparkline microchart. Using & to prefix macros for
the microcharts such as in {&bullet} or {&sparkline} ensures that the
variables refer to dynamic data values in the widget.
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285
To specify attributes or metrics that are composed of more than one word,
include brackets as shown in the following example: {[Revenue
Forecast]}.
11 In the Ticker 1 color and Ticker 2 color drop-down lists, select a font color
for Ticker 1 and Ticker 2, respectively.
12 Click OK to apply the changes to the widget.
The example above is possible because there are many metrics on the widget
template that represent each KPI in the rows of the Microcharts widget. For
example, if you want to display a bullet for each KPI, you need to include the
requisite seven metrics. Multiply this requirement against the number of
KPIs and you see that the widget template requires many metrics.
When you enable KPI List mode in the Flash properties of the Microcharts
widget, you must also specify the number of metrics on the widget template
that should be used to generate each KPI row. For example, the following
widget template produces a simplified Microcharts widget in KPI List mode,
which displays only sparklines:
Microcharts Widget Template for Sparklines in KPI List Mode
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287
6 If you want to specify a name to the associated metric for the sparkline or
bar chart, in the Options drop-down list, select Labels.
7 For the Sparkline or Bar tab, in the Associated metric box, type the name
of the metric.
The associated metric displays the same value as the last data point in the
sparkline or bar chart.
Image Layout
The Image Layout widget displays a map that is overlaid with colored areas
or bubbles. The color of the area or bubbles comes from the value of a metric
within the visualization.
While the Image Layout widget displays on a map, you do not have to have a
Google Maps API key to utilize this visualization. The image layout
visualization uses HTML map technology. Each area on a map, defined in a
shape file, is assigned a unique name that typically corresponding to a
geographical location. The attribute that you add to the template should
contain values that match the names defined for individual map areas. The
color of each map area is based on the value of a metric corresponding the
geo attributes element.
In the image below, the elements of the Customer State attribute have been
automatically matched with area names in the States of USA map. The color
of each area corresponds to the value of the Revenue metric.
Image Layout
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289
The widget properties also gives you the option to change the display mode of
the visualization to areas or bubbles. Selecting Area causes the map to color
whole states, countries, and so forth; selecting Bubbles causes the map to
place colored circles in each area, as shown below:
Image Layout with Bubbles
When the display mode is set to Bubble and a metric exists in the Size By
drop zone, you can change the Maximum size settings for the bubbles.
Image Layout Properties
You can change the color schemes of each area or bubble in the Thresholds
editor.
more information on the Image Layout widget, see the
For
MicroStrategy Web online help.
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291
Imagine that you want to create a dashboard for a broad target audience.
Some of the users need a PDF or Microsoft Excel-only version while others
want to see Flash functionality. If you include widgets in the dashboard, they
will not render as expected in PDF or Microsoft Excel. To make your
dashboard viewable for your non-Flash users, you need to decide if the
widget should be replaced in PDF or Microsoft Excel with the original
grid/graph, a placeholder, or nothing. You control this behavior within the
individual widgets properties, as described below:
To define PDF and Microsoft Excel rendering options for widgets:
4 Click OK.
You can view the following widgets in Interactive Mode as well as Flash
Mode:
Flash Widgets Available in Interactive
Mode and Flash Mode
Widget
Bubble Grid
Data Cloud
Date Selection
Fish Eye Selector
Funnel
Gauge
Graph Matrix
Heat Map
Interactive Bubble Graph
Media
Microcharts
RSS Reader
Waterfall
Image Layout
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Lesson Summary
In this lesson, you learned:
Lesson Summary
295
The Gauge widget is a single value widget that displays a needle moving
within a range of numbers shown on the gauge.
297
Create a report entitled Daily Category Units which contains the Category
and Day attributes, and the Units Sold metric.
Create the Time Series widget with the Day attribute and Units Sold
metric to display on panel entitled Daily Category Units Sold.
Create 3 panels that are controlled by a Button Bar selector. Entitle the
panels Daily Category Units Sold, Panel X, and Panel Y.
The Time Series Slider widget should display on the Daily Category Units
Sold panel.
Detailed Instructions
Create the dataset
the Units Sold metric, you need to click 2 or, in tree view,
Toclicklocate
Next 30 items to see additional metrics in the Sales metrics
folder contents.
The report should display as follows in Design Mode:
2 Save the report to the My Reports folder, naming it Daily Category Units
Sold.
Create the document
4 Add the Daily Category Units Sold report as a dataset to your document.
5 In the Layout area, click Add Content and select Panel Stack.
6 Using the panel stack toolbar, rename the current panel, calling it Daily
Category Units Sold.
7 Using the panel stack toolbar, add a new panel to the panel stack and
name it Panel X.
8 Add a third panel to the panel stack, naming it Panel Y.
9 With the panel stack selected, right-click and select Create Panel
Selector.
10 Place the panel selector immediately above the panel stack (outside of it)
and size it to take up the width of the panel stack, as shown below:
11 Using the selectors properties, hide the selector title bar and change the
DHTML Style to Button Bar.
Create a Time Series Widget
12 On the panel stack toolbar, click the arrow button to view the Daily
Category Units Sold panel.
can ensure that you are viewing the correct panel by looking at the
You
title bar.
13 On the panel stack, click Add Content, point to Widgets, point to Flash,
and select Time Series Slider.
on the panel stack toolbar, you can click the Insert
Alternatively,
button, point to Widgets, point to Flash, and select Time Series
Slider.
299
The widget displays as a grid with a special icon on the bottom right to
indicate that it is a widget, as shown below:
19 Save the document in your My Reports folder and name it Flash Widgets
RS Dashboard.
20 Run the newly saved document and view it in Flash Mode.
21 Mouse over the arrow buttons (located in the upper left-hand corner of
the dashboard) to view the macrograph of the time series. Move the slider
and the slider's endpoints to change the range of data that displays on the
main graph.
22 Right-click the main graph and select Properties.
23 Observe the various formatting properties available for the Time Series
Slider widget. Change any of these properties as you like.
301
Use this dataset to create a Heat Map widget on this panel along with a
drop-down selector, as shown below:
Setting
General
Action Type
Source
Month
303
Detailed Instructions
Create the dataset
5 Open the Flash Widgets Dashboard you created in the previous exercise
in Design Mode.
6 Add the Subcategory Revenue Analysis report as a new dataset.
7 Using the arrows on the panel stack toolbar, switch from the Daily
Category Units Sold panel to Panel X.
8 Rename Panel X, Product Growth Analysis.
9 Insert a Heat Map widget and position the widget within the Product
Growth Analysis panel.
10 From the Subcategory Revenue Analysis dataset, drag Category and
Subcategory to the rows of the widget grid.
11 Drag Revenue and Percent Growth to the columns of the grid.
305
12 Resize the grid to leave room at the top of the panel for a new selector.
Create a Selector
Property
Setting
General
Action Type
Source
Month
307
the Flash properties, you can modify certain basic settings such
Inas header,
border and background colors, metric scale boundaries,
and more.
21 On the Format tab, change the Header Color as you like and observe the
changes in your document.
Use the Heat Map Interactive Pane
33 Double-click the middle range and change the color from red to any blue
hue. The interactive pane should display as follows:
309
Notice how only the subcategories with the lowest revenue now display in
red. Your Heat Map should display as follows:
Microcharts Widget
Overview
In this exercise, you will add a Microcharts widget to the Flash Widgets
Dashboard you created in the previous exercise. First, you learn how to
define the Microcharts widget to display a sparkline. Then, you will edit the
display properties to include a bar. Finally, you will add more metrics to the
widget template to display all three microcharts: the sparkline, the bar, and
the bullet. At the end of the exercise, your document should resemble the
following image:
311
Add a microchart to the panel with the following attributes and metrics
(in the following order):
AttributesRegion, Month
MetricsOpen Cases, Open Cases (LY), Closed Cases, Max Cases
Closed, Low Cases Closed, Med Cases Closed, Target Cases Closed
Change the properties for the Sparkline visualization so all points are
enabled, associated metrics are not displayed, and the header box reads
12 Month Trend (Open Cases)
Display the bar graph with the title 12 Month Trend Min/Max
Display the bullet graph with the title % to Goal (Closed Cases)
Use a custom theme for the sparkline graph so the bar colors are blue and
the reference line color is green.
Detailed Instructions
Create the document
1 Open the Flash Widgets Dashboard you created in the previous exercise
in Design Mode.
Region
Month
7 Add the following metrics from the dataset to the columns of the widget
template:
Open Cases
10 In the Flash Mode, right-click the widget and select Properties and
change the following properties for the Sparkline:
In the drop-down list, select Labels. In the Header box type 12 Month
Trend (Open Cases).
11 Click OK to apply all of the formatting changes and study the results.
313
12 After reviewing the changes to the sparkline, use the Flash formatting
properties to include the following formatting changes for the bar:
13 Click OK to apply all of the formatting changes and study the results.
Your results should resemble the following image:
15 Back in Design Mode, add the following metrics to the right of the existing
metrics on the widget template, in this order:
Cases Closed
you add metrics to the grid, to ensure the visibility of all columns,
Asright-click
the grid and select Swap Rows and Columns. After
adding all the metrics switch the rows and columns in the grid back to
the original position.
16 Switch to Flash Mode.
17 As you study the results, answer the following questions:
Which metric represents the length of the performance bar (the dark
blue bar) in the bullet?
315
Change the bullet colors so that the performance bar (Positive values)
is dark grey (or any color you like).
20 Back in Design Mode, add the New Cases metric as the last metric in the
columns of the widget template.
21 Switch to Flash Mode. Did the New Cases metric impact the sparkline,
bar, or bullet microcharts? Why or why not?
22 Optional: Test out the various operation modes for the Microcharts
widget.
23 Save the document, overwriting the existing document.
Create a report that includes the Call Center and Customer State
attributes, as well as the Revenue and Order Count metrics. Use this
report as a dataset.
317
Add a grid with Customer State in the rows and the Revenue and Order
Count metrics in the columns. Set this grid as an Image Layout widget.
Set the display properties for the widget as bubble and the shape file as
States of the USA.
Create a threshold on the Order Count metric where values below 30%
display as red, values between 30 and 60% display as blue, and values
greater than 60% display as green.
Move the Order Count metric so that it is the left-most metric in the
columns of the grid.
Detailed Instructions
Create the dataset
3 Open the Flash Widgets Dashboard you created in the previous exercise
in Design Mode.
4 Add the Customer State Analysis report as a dataset to your document.
5 In the Layout area, click Add Panel.
6 Rename the panel Customer State Revenue.
Create a Image Layout Widget
7 On the panel stack, click Add Content, point to Widgets, point to Flash,
and select Image Layout.
8 From the Customer State Revenue dataset, drag the Customer State
attribute onto the row axis and the Revenue and Order Count metrics
onto the column axis of the widget grid. You template should resemble the
following image:
319
14 Click OK.
15 In the Properties and Formatting window, click OK.
16 Run the Document in the Flash Mode. Your dashboard will should
resemble the following image:
you hover over the bubbles you will see the details about the
IfCustomer
State, Revenue and Order Count Metric.
17 Switch to Editable Mode.
18 Right-click the Order Count metric and point to Thresholds and select
Visual.
19 In the Visual Threshold Editor, add thresholds at 30% and 60%.
20 Hover over the slider at 0 to 30% and select Format from the toolbar.
321
23 Click OK.
24 In the Visual Threshold Editor, add Blue color fill threshold for 30% to
60% and Green color fill for 60% to 100%.
25 Close the Visual Threshold Editor.
the Image Layout widget with the bubble display mode, the first
Inmetric
is used to size the bubbles and the second metric is used to
color with thresholds.
27 Switch to Editable Mode.
28 Right-click the widget and select Properties and Formatting.
29 In the Properties and Formatting window, select Widget.
30 Click the Widget Properties icon.
31 In the Image Layout Properties window, under General, in the Display
Mode drop-down list select Areas.
32 Click OK.
33 In the Properties and Formatting window, click OK.
34 Switch to Flash Mode.
323
will see the Map with only one color. In the Image Layout widget
You
with the areas display mode, the first metric is used to color the
regions with thresholds.
35 Switch to Editable Mode.
36 Right-click the Order Count metric, point to Move and select Left.
37 Switch to Flash Mode. Your dashboard will resemble the following
image:
Exercise Answers
Microcharts Exercise
9) As you study the results, answer the following questions:
How are the months represented in Flash Mode? They control the
X-axis.
Which metric represents the length of the performance bar (the dark
blue bar) in the bullet? Cases Closed
20) Switch to Flash Mode. Did the New Cases metric impact the sparkline,
bar, or bullet microcharts? Why or why not? No, because it is the eighth
metric on the widget template so it displays as a regular metric to the
right of the bullet.
Exercise Answers
325
7
FLASH SELECTORS AND
FORMATTING
Lesson Description
In this lesson, you will explore Flash selectors and all the formatting Flash
Mode offers.
327
Lesson Objectives
After completing this lesson, you will be able to:
Understand the Flash selectors and all the formatting available in Flash
Mode.
After completing the topics in this lesson, you will be able to:
329
Notice how the traditional list box requires a scroll bar for viewing the entire
contents of the selector. The Fish Eye selector, on the other hand, lets you
view the entire list of states and automatically enlarges a particular state as
you hover over it. When you select a state, the Fish Eye selector displays it in
a different color and with a drop shadow effect.
can see an example in the Sales by Customer State RS dashboard
You
in the Shared Reports\Dashboards and Scorecards folder.
You can create a Fish Eye as a widget or as a selector.
To create a fish eye widget:
331
Widgets as Selectors
After completing this topic, you will be able to:
Use widgets as selectors to control the output of grid/graphs or panel stacks.
Some of the out-of-the-box widgets can act like selectors that control other
document objects. When you configure a widget to act as a selector in a
document, users can interact with the widget and also have the widget
control the data that displays in other grid/graphs or panel stacks within the
same document. The widget itself is not a selector but the attributes, custom
groups, or consolidations within the widget template are selectors.
You can create selectors from the following widgets:
Widgets That Can Act As Selectors
Widget
Bubble Grid
Data Cloud
Fish Eye
Graph Matrix
Heat Map
Image Layout
Interactive Bubble Graph
Interactive Stacked Graph
Microcharts
Time Series Slider
Waterfall
Weighted List
As you know, each widget has its own unique display and its own method for
selecting elements. For example, in a Time Series Slider widget, you select
elements by clicking data points on the graph. When you configure the Time
Series slider widget as a selector, you can click a specific data point (for
instance, March 2012), and all of the target grid/graphs and panel stacks in
the document update to display this specific months data.
If you click the data point for July 2012, the grid report displays the profit
data related to that particular month instead, as shown below:
Widgets as Selectors
333
While the widget in this example targets a single grid, it could target multiple
grid/graphs, panel stacks, or selectors.
As mentioned previously, to use a widget as a selector, you must define one of
the widgets objects (in this case, the Month attribute) as the selector. You
specify the target for the selector and switch to Flash Mode to interact with it.
For the previous example, the Month attribute is configured as a selector in
the Configure Selector window, as shown below:
Configure Selector Window for Month Attribute
The procedure below lists the general process for defining a widget as a
selector.
To use a widget as a selector:
You already created a widget that contains the report objects to use as
selectors.
Widgets as Selectors
335
The Region attribute in the widget template is defined to act as a selector for
the grid below the widget. That is, the Region attribute uses the grid as a
target, as shown below:
Configure Selector Window for Region Attribute
If you want only the legend to behave as a selector, you do not need to
perform any additional steps beyond those described above. By default, the
widget permits the legend to act as a selector.
However, if you want the widgets graph to behave as a selector, you must
also define the Month attribute on the widget template so that it uses the grid
as its target. Then, you must switch to Flash Mode to make a modification to
the widgets Flash properties, as described in the procedure below:
Widgets as Selectors
337
Attribute elements in the legend on the leftThis is the default. You can
use the attribute elements in the checklist as selectors if one or more of
the attributes on the columns of the widget template are enabled as
selectors. A user can choose only one attribute element from the list to
update the target panel stacks and grid/graphs.
Area graphsYou can use the area graphs as selectors if the attribute used
to generate the graph series is enabled as a selector.
Widgets as Selectors
339
Flash-Specific Formatting
After completing this topic, you will be able to:
Use Flash-specific formatting features to enhance documents that display in
Flash Mode.
There are certain types of formatting that you can display only in Flash Mode.
Formatting Widgets
You can format a variety of aspects of widgets, including fonts, colors, and
data markers. Each widget has its own specific set of formatting features. For
example, you can format the view that displays in a Fish Eye widget or the
color of the bubbles in an Interactive Bubble Graph widget. You access the
formatting options by right-clicking the widget and selecting Properties.
will explore some of the widget formatting properties when you
You
perform the exercises for this lesson. For more detailed information
on specific widget formatting properties, refer to the MicroStrategy
Web online help.
Many of the widgets, such as the gauge widget, can inherit formatting defined
within the widget template. Generally, you should define as many formatting
options as possible within the widget template and enable the widget to
inherit that formatting when it displays in Flash Mode. This typically
improves the time it takes to render the widget.
Transition Animations
You may notice that when objects such as grids and graphs and panel stacks
first display in Flash Mode, they fade or blur as they appear on the document.
These visual animations are transitions that you can enable in grid/graph
objects and panel stacks. For example, a graph may fade slowly onto the
screen when you select an item from a selector in the document. Transitions
can take effect when you first open a document in Flash Mode or when you
choose a new element from a selector.
Flash-Specific Formatting
341
Data Cloud
Heat map
Microchart
Flash-Specific Formatting
343
Lesson Summary
In this lesson, you learned:
You can use report objects on a widget template to make the widget
behave like a selector for the several types of widgets.
If you define the Time Series Slider widget to act as a selector, you can
specify either the primary graph at the bottom of the widget or the slider
to control other panel stacks or grid/graphs on the document.
If you define the Interactive Stacked Graph widget to act as a selector, you
can specify either the legend or the graph as the portion that controls
other panel stacks or grid/graphs on the document.
345
ISG Target
Add the datasets to the document as shown below, with ISG Dataset
functioning as a Interactive Stacked Graph widget:
In the Interactive Stacked Graph widget, set the Flash property so the
graph area acts as the selector.
347
Detailed Instructions
Create the dataset
349
17 Click OK.
18 Save the document, naming it Widget as Selector Practice.
19 Select Run newly saved document.
Your results should resemble the following image:
22 Size and position this grid below the Interactive Stacked Graph widget, as
shown below:
351
30 Click the Northeast element in the legend and observe the results.
31 Click any data point on the bottom portion of the widgets graph. Does
your selection have any impact on the grid?
Define the widgets Month attribute as a Selector
43 To display all months, click any portion of the plotted area graph that is
not a specific data point, as shown below:
353
8
DASHBOARD DESIGN
CONSIDERATIONS
Lesson Description
This lesson describes the process for designing a multipanel RS dashboard and
provides a hands-on exercise for creating this type of dashboard from scratch.
This lesson also reviews best practices for designing dashboards.
355
Lesson Objectives
After completing this lesson, you will be able to:
Understand the process of creating a multipanel, interactive dashboard.
After completing the topics in this lesson, you will be able to:
Determine the dashboards overall purpose. This helps you know the level
of detail you should include in the dashboard. For example, will the
dashboard be used to perform a detailed analysis or will it be used to
group together various reports that users would typically view
individually?
Identify common visual paradigms that you can reuse in your dashboard.
For example, if Sales Managers are accustomed to seeing sales pipelines
depicted as funnel graphs, plan to use these same graph types in your
dashboard.
357
When polling the target audience, identify what portion of the data needs
to be represented. For example, do users need to see year-to-date
information, current quarter information, preceding 6 months data, or
some other time frame?
Identify any new reports that you need to create specifically for the
dashboard.
Poll your target audience to gather feedback on how users want to study
the dashboard and potentially investigate other areas or levels of detail
beyond the initial output. Polling your audience is very much an iterative
process whereby certain requirements may eventually lead to additional
requirements, and so on, and so on.
Beyond the layers or tabs of the dashboard, consider if users need links to
provide them access to even more detailed reports.
359
The topics discussed below are based on recommendations from two top
experts on dashboard creation and visual design, Stephen Few and Wayne
Eckerson.
a complete list of bibliographic references and recommended
For
reading for dashboard design topics, see Works Cited starting on
page 399.
for a dashboard, use graphs that are familiar to and appeal to your target
audience. For example, sales managers might already be familiar with funnel
graphs that depict sales pipelines. It is wise to include these familiar graphs
on a dashboard that is customized for their use, like the dashboard shown
below. Always keep the target audience in mind when deciding how to
represent the data on a dashboard.
Familiar Graph for Sales Managers
361
363
365
367
Lesson Summary
In this lesson, you learned:
Lesson Summary
369
The following best practices are recommended for the use of color in
dashboards:
Consider the corporate color scheme
Use color intensities versus color hues
Use earth-toned, natural colors
Use the same color for a single measure that might appear in multiple
places on a dashboard
Use contrasting colors to enable quick comparisons
Use colors to show different levels of alerts
Consider the dashboard in hard copy
Consider downloading a color finder tool
Use sharp contrasts between font and background fill colors
Keep your color-blind users in mind when you choose colors for your
dashboards
9
LINKING FROM DOCUMENTS
Lesson Description
In this lesson, you will learn how to use links to enable users to navigate from a
document or RS dashboard to other reports, documents, or websites. With
links, you can suggest investigative workflows to the users who analyze your
documents.
371
Lesson Objectives
After completing this lesson, you will be able to:
Use links to enable navigation to websites and additional documents and
reports, passing prompt answers if desired.
After completing the topics in this lesson, you will be able to:
Document Linking
After completing this topic, you will be able to:
Use different types of links to navigate to websites, static documents and
reports, or prompted documents and reports.
Document Linking
373
title text box also contains a tooltip describing the destination for
The
the hyperlink. You define the tooltip within the text boxs properties,
independent of the hyperlink.
To link a document to a web page using the Links Editor:
5 In the Links Editor, in the Url display text box, type the name that you
want displayed if the user right-clicks the text box and points to Links.
can right-click the text box and point to Links in Interactive or
Users
Editable Mode. Naming the hyperlink is recommended, particularly
if you define multiple links on one text box.
Document Linking
375
Document Linking
377
2 Right-click the dynamic text box, such as {Region}, from which you want to
drill and select Edit Links.
3 In the Links Editor, in the Url display text box, type a name for the link, if
desired.
4 Under When this link is clicked, click Run this report or document and
locate the desired target report or document.
target report or document must have a prompt for the same
The
attribute for which you are passing an element answer.
The targets prompts display in the box, as shown below:
In the bottom drop-down list, select one of the following prompt answer
methods:
Prompt Behavior in Document Links
Prompt
Answer
Method
Requirements
Answer with
the same
prompt from
the source
Same prompt in
the target and
source
Prompt
User
None
Answer with
an empty
answer
Target prompt
must not be
required
Answer
dynamically
Attribute
element prompt
in target
Use default
answer
None
5 Select the Open in new window check box if you want the target report or
document to display in a new browser window.
6 Click OK.
the drilling example described in this section, the chosen prompt
Inanswer
method is Answer dynamically.
Similar to the dynamic text box example, you can define links on a specific
object within a grid/graph on a document. When you select a particular
attribute element, the selection gets passed as a prompt answer to the target
document or report that contains a prompt for the same attribute.
Document Linking
379
In the example shown below, the user clicks the Northeast customer region on
the grid, which executes a target report that shows the number of customers in
the Northeast region:
Source Document with Customer Region Information
For example, the Revenue vs. Forecast document shown below requires
prompt answers at run time for the region, category, and quarter. If you select
three eastern regions, the Electronics category, and four quarters in 2012, the
document displays the following results:
Prompted Source Document Results
Document Linking
381
When you define a link on the Region attribute within the documents grid, you
can navigate to the Sales by Region prompted report that contains prompts for
region and category. In the image shown below, the user right-clicks the
Region grid header, points to Links, and selects Sales by Region.
Link from a Prompted Document to a Prompted Report
When you click the link, your original prompt answers get passed to the target
report as follows:
Prompted Target Report
When creating the link for this example, you must select a prompt behavior for
each prompt in the target report, as shown on the following page:
Document Linking
383
Both the Region selection and Category selection prompts use the Answer
with the same prompt from the source option.
There are additional ways that you can define links, depending on the usage
scenario and the contents of the target report or document. To learn more
about them, refer to the Report Services Document Creation Guide product
manual.
1 In the Links Editor, under Select the link you wish to edit box, select the
link that you want to set as the default.
2 Click Set as Default:
Document Linking
385
default link is the link that takes effect when users click directly
The
on the linked object. The default link works in all modes, except
Design Mode.
You can also clear the default link for an object. If no links are defined as the
default link for a particular object, the object is not underlined when viewed in
MicroStrategy Web, but the links still function. To do this, in the Link Editor,
select the default link and click Clear Default:
There are six different templates for the button object. Five of these templates
contain a combination of a caption and an icon. You can use images for icons,
and the images sources can also be external link. You can also setup images for
the icon for normal and highlighted states. The last template is a custom
template available for a fully customized feel. This custom template is
recommended only for designers with a button type image.
Button Object Templates
1 On the Insert menu, point to Buttons, and select Icon on top of caption.
2 Use the cross-hairs cursor to place the button.
You can resize the button by clicking and dragging its handles.
3 In the text field of the button object, type the text you want to display.
4 Double-click the image icon.
Document Linking
387
8 In the Links window, in the URL display text box, type the text you want to
display.
9 In the Navigate to this URL box, type the URL for the web page to which
you are linking.
10 Select the Open in new window check box if you want to enable users to
view this web page in a new window.
To create a link to a report or document
Lesson Summary
In this lesson, you learned:
You can define links to other reports or documents on text boxes, images,
and grid objects within documents.
You can define links to open the target in the same window as the source
document or in a new browser window.
Lesson Summary
389
391
The Supply Chain Management Report static text box contains a link that
points to the MicroStrategy corporate Web site, which is
www.microstrategy.com.
The Central Region dynamic text box contains a link that passes the region
element to the prompted Store Performance Management Dashboard (For
a Specific Region), which is located in the Shared Reports\Enterprise
Reporting Documents folder.
Detailed Instructions
Run the predefined document
8 In the Region Header, right-click the {Region} Region dynamic text box
and select Edit Links.
9 In the Links Editor, in the Url display text box, type Store Performance
Management Dashboard.
10 Under When this link is clicked, click Run this report or document.
11 Under Run this report or document, click Select Target.
12 In the Shared Reports\Enterprise Reporting Documents folder, select the
Store Performance Management Dashboard (For a specific Region)
document and click OK.
13 In the Links Editor, with the Choose from all elements of Region option
selected, in the prompt behavior drop-down list, select Answer
dynamically.
14 Select the Open in new window check box.
15 Click OK.
Save and run the document
393
24 Scroll down to the grid that displays under the Category Performance title
text box.
25 Select the grid, right-click the Category column header and select Edit
Links.
26 In the Links Editor, in the Url display text box, type Units Sold and Profit
by Supplier.
27 Under Run this report or document, click Select Target.
28 In the Shared Reports\Subject Areas\Supplier Analysis folder, select the
Units Sold and Profit by Supplier, Select a Category report.
29 Click OK.
30 In the Links Editor, with Category selection selected, in the prompt
behavior drop-down list, select Answer dynamically.
31 Select the Open in new window check box.
32 Click OK.
33 In the document, on the Home menu, select Page Setup.
34 In the Properties window, under Document Properties, select Document.
35 Under Run Modes, under Available Display Modes, select the Interactive
option.
36 In the Run by default as drop-down list, select Interactive.
37 Click OK.
38 Switch to Interactive Mode.
39 On the Category Performance grid, click the Movies column header.
40 In the new browser window, study the Units Sold and Profit by Supplier,
Select a Category report and close the window.
Report Details show that the Movies category does indeed filter the
The
report results.
41 Save the document again, overwriting the previous version.
395
After you click one of the region element links (such as Central shown above)
and pass the source documents prompt answers, the target report should
resemble the following image:
To make the report look more like a document, add a Revenue vs. Last
Years Revenue title text box in the Document Header.
In the grid on the document, create a link on the Region attribute that
points to the Item and Order Tracking report, which is located in the
Shared Reports\Subject Areas\Inventory and Supply Chain Analysis folder.
Define the link so that the region prompt answers you select in the source
document are passed to the prompted Item and Order Tracking report.
The quarter prompt in the target report should use the default answers.
Detailed Instructions
Create a document from an existing prompted report
14 Save the document to the My Reports folder, naming it Revenue vs. Last
Year with Links.
397
15 In the Save window, under the Advanced options, make sure that the
Display prompt and use the current answers as the default answers
option is selected.
16 Click OK.
17 Run the newly saved document, selecting the Central and South regions at
run time.
18 On the document grid, click the Central link.
you could right-click the Region header, point to
Alternatively,
Links, and select Item and Order Tracking.
19 In the new browser window, study the Item and Order Tracking report.
Report Details show that even though you selected the Central
The
link, all of the prompt answers from the source document get passed
to the prompted target report. Also, the quarter prompt does not
display at run time because the default prompt answer is used to
resolve the quarter prompt.
A
WORKS CITED
399
Works Cited
Works Cited
The following books were referenced for creating this course and are
recommended for further study:
Few, Stephen. Information Dashboard Design: The Effective Visual
Communication of Data. Sebastopol, CA: OReilly Media, 2006.
Eckerson, Wayne W. Performance Dashboards: Measuring, Monitoring, and
Managing Your Business. Hoboken, NJ: John Wiley & Sons, 2006.
Zelazny, Gene. Say It With Charts: The Executives Guide to Visual
Communication. 3rd ed. USA: McGraw-Hill, 1996
INDEX
Numerics
3-D effect 179
A
Adobe FlexBuilder 248
analytic panel layers 123, 183
analytic-based selector 218, 239
Attribute form 145
Attributes 145
Auto text 81
concatenating 83
automatically apply selector changes
option 212
automatically maintain selector targets
disable 215
automatically maintaining targets for selectors option 213
B
Behavior of objects in Headers &
Footers 70
best practices for dashboard design 360
color recommendations 365
general design recommendations 360
C
Change Selection on Mouse Over
option 341
color in dashboards 365
Concatenating auto text and text 83
Concatenating text and dynamic text 146
Conditional Formatting 84
Conditional formatting 152
Consolidations 145
Creating document from report 71
current panel 112
curved lines 168
custom group 272
Custom Groups 145
Custom headers and footers 60
Custom Sections
Grouping 66
D
dashboard
best practices 360
characteristics 31
Index
definition 31
dashboard templates 103
data tooltips 169
Datasets
shortcut to 134
Derived elements 162
Derived metrics 136, 158
designing and creating dashboards 357
build the dashboard 359
consult your target audience 357
devise the investigative workflow 359
gather related datasets 358
Detail Footer 60
Detail section 63
DHTML benefits 247
Display modes
available display modes 48
available export formats 49
display modes
Design 40, 47, 60
Editable 40, 47
Express 41, 43
Flash 41, 42
Full Screen 44
Interactive 41, 42
distribution services 254
document
Flash Mode characteristics 249
Document Header 60
Document objects
attributes 145
auto text 81
consolidations 145
custom groups 145
grid/graphs 133
HTML container 150
images 147
lines and rectangles 148
metrics 145
text 146
document template 104
documents
definition 21
Drilling on grid/graphs 154
drop shadow 177
E
Email subscription 51
e-mailing flash documents 254
enable Flash mode option for MicroStrategy Web 249
exercise 227, 231
Export to Microsoft Excel
multliple layout documents 78
Export to PDF 252
exporting documents in Flash Mode 253
Express mode 41, 43
F
File subscription 51
Flash Mode 41, 42
benefits 248
characteristics 249
export to PDF or MHT 252
graph types 251
manipulations 250
selector-specific formatting 341
transition animations 340
Flash player 249
formatting panel stack 118
Full Screen Mode 44
web browser 46
G
gauge widget 260
gradients 176
graph
formatting 165
3D borders 179
curved lines 168
drop shadow 177
gradients 176
portal window 173
quick switch 172
tooltips 169
transparency effect 166
graph types for Flash Mode 251
grid data source 140
grid/graph as selector 218
Grid/graphs 133
drilling 154
report modification impact on 136
Grouping
Detail section 63
grouping 224
Grouping and sorting dataset 68
Grouping properties 68
Keep group together 69
Page break between groups 69
Page-by mode 69
Restart page numbering 69
totals 69
H
Headers & Footers
Behavior of objects 70
heat map 266
interaction 268
Hide "Metrics" column in grid 152
Hiding sections 62
History List 50
2013 MicroStrategy Inc.
Index
I
Images 147
information window 221
inserting panel stacks 114
interactive bubble graph 270
drilling custom group method 272
Interactive Mode
widgets 293
Interactive mode 41, 42
interactive stacked graph 264
interactive stacked graph widget 336
Flash properties 338
Invoices 30
J
join behavior 142
K
Keep group together property 69
key performance indicator (KPI) 32
KPI list mode
microcharts widget 286
L
Layout area
Hiding sections 62
Layout area sections
Custom headers and footers 60
Detail 63
Detail Footer 60
Document Header 60
Layouts 75
3
Index
O
Operational Reports 28
orientation for selectors 206
Q
quick switch 172
R
Report Services
definition 21
Restart page numbering property 69
S
Scorecards 39
selector 112, 189, 218, 227, 231
action type 190
analytic-based 218, 239
Automatically apply selector changes
option 212
automatically maintain selector targets
disable 215
automatically maintaining targets
option 213
defaults 210
formatting 216
make all items the same width
option 216
selection color for stand-alone
selector 217
grouping 224
inserting 208
metric condition selector 198
orientation 206
selecting attribute elements in a dynamic text field 202
selecting attribute elements in a
grid/graph 194
selecting metrics 197
selector targeting another selector 204
selectors as filters 216
show totals 211
source 190
style 190
DHTML styles 206
metric condition styles 208
switching panels in a panel stack 191
target 190
target selection mode 220
title bar 210
selectors as filters 216
selector-specific Flash formatting 341
Index
T
target selection mode 220
Text 146
concatenating 146
ticker mode
Microcharts widget 283
time series slider 262
time series slider widget 333
title bar 112, 115
Tooltips 152
tooltips 169
Totals in grouping objects 69
transition animations 340
transparency effect 166
V
vertical scroll mode
Microcharts widget 282
Vertical text 151
View filters 137, 161
Visualizations
image layout 289
W
widget
gauge 260
widgets 248, 256
additional flash mode formatting 343
available in MicroStrategy Web 258
Index