Need suggestions on this. The result of this setting is reflected in the GROUP BY clause of the SQL command. Next, we will change the number format to fixed with a thousand separators. Metric calculations display information at simple as well as complex levels of. In the list of categories on the left, click Subtotals. Create a conditional metric to calculate the revenue on the dynamic date. The definition is Max(1). Project Metrics: It can be used to measure the efficiency of a project team or any testing tools being used by the team members. Create a report with at least one attribute and two metrics. Click Create on any page, and select New. Click OK. You can display the bottom 50% of metric values. In the right pane, enter a name for the metric in the Metric Name field. Click Next. x - 10. The number is multiplied by 100 and the % character is appended. For example, if attribute Region is 'Central' then derived metric value should be 'Profit + Cost'. You will learn about a couple of Level Metric. Empower end users to easily compare and measure the performance of metrics in an intuitive way with the new multi-metric KPI visualizations. g. To Create a Pie or Ring Chart. To create a view filter with a percent metric qualification. Metrics are MicroStrategy objects that represent business measures and key performance indicators. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. Create a report that includes required metrics, attributes and custom groups. In MicroStrategy Web, navigate to and click on the report to be displayed as a Lipstick or Overlapping Bar. Is Null. Using this logic it seems it would be worthless to create new attributes using existing attributes because most functions support only metric as an argumentSeptember 06, 2018. From the. From the MicroStrategy Developer File menu, point to New > Attribute. 9. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. Open a new or existing dossier. Use the Object Browser to locate a fact, attribute, or metric to serve as the base formula for the metric. x and10. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. Summary Table (This is not aggregation of the fact table below) The following steps explain how to create the metrics for the report above: 1. For detailed information about the specific options for Pie charts in MicroStrategy, see the MicroStrategy Developer. To enable totals or subtotals for a metric. Create a new metric with the same definition of the metric above. 41 -> 24. Create a new metric with the same definition of the metric above. Shortcut metrics are a set of quick metrics you can create on the fly for a given report, based on the metrics already in the report. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Select the first four values. Create a dossier based on the cube. ( How?) If the Object Browser (the list of folders and objects) is not displayed, select Object Browser from the View menu. 4The steps to create and use this metric is as follows. 69%; Percent value for total revenue of all. From the Data menu, choose Thresholds. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. 1. Each ring can have conditional formatting and can show progress against a fixed value or another metric. For an example of a transformation metric on a report, see Transformation Metrics: Time-Based and Other Comparisons in the Advanced Reporting Help. For example: Run the report as shown below: Percent value for Jan 2007 is 502,224 / 1,682,656=29. Open MicroStrategy Developer. The results of these calculations appear on your dossier. If you are editing the Case function, use the values in step 8. From the Data menu, choose Advanced Thresholds Editor. YoY Percent Change = DIVIDE ( [ThisYear], [LastYear], 0)-1. You have the following options: Break by None: No break by is used and the rank is calculated accounting for each separate item on a report. Create a standalone Derived metric DM : Create a new Intelligent Cube C01: Add the Quarter, Country, and Region attributes. RMC on Revenue and choose Insert -> Percent to Total -> Grand Total to create the Contribution (%) metric;Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. Choose Pie > Pie Chart or Ring Chart . x Number of Views 2. {~+, Region+;-} To exclude filter attributes not on the report or in the metric level from calculation in the metric, put ;/ at the end of the level statement (inside the braces). The following steps describes how to create such derived metric. MicroStrategy has two kinds of transformations, that are expression-based transformations and Table-based transformations. To Add a Target Visualization to Your Dossier: Open the dossier with the visualization. Step 1 Create a report with Category and sub-category as its two columns. This is a group-value function. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. ApplySimple (". 1. To enable totals or subtotals for a metric. Break byObject: A break by on Object is used to. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Click Advanced, then New to create a custom subtotal. In the report, the metric should look as follows: The following steps explain how to create a metric that displays a date range in which values come from two date prompts. The steps below show you how to create a view filter with a percent metric qualification, as well as how the example scenario above was created. 2. Go to the Data menu > Report Data Options > Display > Alias. Open the dossier you want to modify. Steps to Reproduce. Displays the number as a percentage. x. In detail, the issues are: The tooltip values are reversed; i. Click Create on any page, and select New Metric. For the steps below to achieve the requirement: In MicroStrategy Developer, edit the attribute . For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. This level must be higher than or equal to the level of aggregation for the metric itself. Edit the metric that is required to display the percentage subtotal. 3. To Create a Percent-to-Total Shortcut Metric. Click OK. x - 10. x? Knowledge Base: How to concatenate two. The Excellent group denotes airports that have an average on-time percentage greater than 60%. Metrics are MicroStrategy objects that represent calculations performed on data. All of the freeform SQL reports would have the following format. Use a percent-to-total shortcut metric to show cell-level values as percents of an accumulated row or column total. Click the Options icon . This means you can have multiple unrelated attributes and metrics in different sets of columns that are then stitched together in one. To open a document in Design Mode, from a folder, right-click the document and select Edit. Metrics are calculations performed on your data. Add the following expression if using SQL Server. (This type of metric is called a conditional metric. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. Types of Test Metrics. Create a new Report R1 with the Subcategory and Item attributes and the Profit metric. In the Datasets panel, select the metrics you want to combine into a derived metric. Place 2014 (from Year attribute) in the a report attribute. For example, using the MicroStrategy Tutorial project, users may want to calculate the number of days between today and the Hire Date. Create four level metrics as shown below: Create a report with Year, Quarter and Month. MicroStrategy is one of the leading business intelligence software that allows users to get some deep insights into the data trend by offering a plethora of analytical capabilities. You can narrow the list of functions displayed in the pane by doing one of the following:KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. Bullet Chart is often used to show value versus Last Year and Target. Enter the values to use as arguments. 4. (For a definition and examples of levels of aggregation, see How data is aggregated on a report: metric level . To create a view filter with a percent metric qualification. In Developer, the display settings for null values can be adjusted through Report Data Options. In the Datasets panel, select the metrics you want to combine into a derived metric. If a user wishes to only display a particular object from a dataset in the document detail section, they can create a. You can display the bottom 50% of metric values. In MicroStrategy Tutorial, create a new report. You can select any of the values, but you must select at least 2. Right-click a. This issue is documented in "KB16618 - Percent to total derived metrics in a report with a custom group in the page axis return lower percentages than expected in MicroStrategy Engine". Click Exit. To enable totals or subtotals for a metric. RMC on Revenue and choose Insert -> Percent to Total -> Grand Total to create the Contribution (%) metric; Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. 5) {!+} * The percentile function receives two parameters. These privileges are part of OLAP Services. To create a simple metric. 71K KB18021: How to calculate a level metric that has a condition based on a dynamic Max Date in. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. The three dialog boxes are New Attribute, Create New Attribute Form, and Create New Attribute Form Expression. At this point, the grid should look like this: Create a new dossier. Create a report with a null/zero column in the grid at the element-metric level 2. The metrics are created in the location specified. Create the derived metric as demonstrated below: 3. Create a derived metric and reserve it for future use in a visualization. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. In the drop-down list underneath, select the metric you wish to hide. Create a new Derived. This report shows the sum of sales for each month, for the previous row and the % change between them. Follow the next steps to give a metric a customized format: Open the Metric Editor, go to Tools menu, and select either Values or Headers, as illustrated below: Go to the Number tab and select 'Custom'. You need the Use View Filter Editor (MicroStrategy Developer) and/or the Web Use View Filter Editor (MicroStrategy Web) privileges. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. In the Properties and Formatting window, choose Properties > Selector. or. Choose File > New > Metric. x, select 'Project Documentation' from the Tools menu to start the wizard. A percent-to-total shortcut metric displays the percent in relation to a selected total of each item affected by the metric. Prerequisite. The formatting options for series values appear. Consider the following example where a threshold has been applied on values grater than 15% as shown belowIn the Layout category in the Preferences dialog box, select the Re-calculate legend size automatically when data changes check box, and then the Reposition chart frame and legend check box. Change the data of the report and re-execute it. KB14798: How to create a metric to calculate the number of days between a date attribute and the current date in MicroStrategy Developer 9. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. A pop-up appears which shows the create metric option. To create a derived metric. Metric MF can calculate percent revenue values for each row at its parent time level. How to calculate the top percent value of a metric based on the Total versus the Row count in MicroStrategy Developer 9. To open a document in Design Mode, from a folder, right-click the document and select Edit. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. 7. The calculation can restart based on attributes identified in the parameter settings. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. SYMPTOM: In Microstrateg Web/Developer a user is not able to apply filters to attributes/metrics in text boxes in a document detail section. Browse to the Platform Analytics Cube in the Platform Analytics Project and select the option to create a new dossier. In MicroStrategy Tutorial, create a metric named Percentage Change in Revenue that calculates the percentage change in revenue as compared to last year's revenue as shown below: Click on Tools in the menu, select Formatting and then click on. Open 'Last Years Dollar Sales' in the metric editor and highlight the 'Transformation' definition as shown below: Drag and drop the transformation 'Last Year. You can then change the value (from 1). It. x-10. Data can be connected through an API, flat file, or database. See the MicroStrategy Web Help for steps. Without data, the dashboard will not show the user anything. With the Allow Smart Metric setting not enabled for Profit Margin. To use "By Percent" option for the "Rank" function, perform the following steps: Open a new metric and use the "Rank" function in the metric formula. 4. This visualization allows you to create a grid that analyzes different aspects of data across a common dimensions or attributes in rows. At the worst of the bear market (so far) MicroStrategy was down 50% on. Derived metrics are metrics that a report analyst can create based on existing metrics on the report. 1. In addition, a colored badge appears with the percent of increase or decrease. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. The steps below use objects from the MicroStrategy Tutorial project as an example. Create a dossier based on the cube. ), then the graph is correctly rendered. When using a Grid visualization in Visual Insight in MicroStrategy Web 9. = 100%. Ring charts are designed to show progress against a fixed value or metric, clearly and easily displaying KPI's. When creating a consolidation, and calculating the percent to total derived metric, the sum of the percentage only adds up to 50%: CAUSE: This issue occurs due to a setting in the VLDB properties that causes the values of the percent contributions of the items in each consolidation to be summed up and then divided by two. " To apply thresholds to both metric values and subtotals on a report in MicroStrategy Web 9. This returns the average (arithmetic mean) of the listed values. Create a user-defined subtotal. Click on the word "Rank" to highlight and then right-click to show the "Rank" function's menu. To calculate this year's revenue, add a filter for this year to the Revenue metric. This allows the same default formatting seen on a grid report to also be displayed on a graph report. Follow the next steps to give a metric a customized format: Open the Metric Editor, go to Tools menu, and select either Values or Headers, as illustrated below: Go to the Number tab and select 'Custom'. For example, the simple report shown below displays the quarterly percent growth for each region. Right Click the selector and choose Properties and Formatting. Metrics play a critical role in MicroStrategy reporting. If this graph is targeted by a selector that allows multiple selections, and one of the percent metrics is deselected to remove it from the current graph display, the number format of the axis will be changed to "general", unless all of the percent metrics. Graphs in MicroStrategy can inherit the formatting of metric values and other numeric values. Metrics are completely reusable - they can be added to different reports or even other metrics. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. In the list of categories on the left,. When a user chooses a pie graph as visualization, it automatically gives the user a percent to contribution calculation in a tooltip, when hovering over different slices. Click Create on any page, and select New Metric. Increases appear in green with the plus sign. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Create a report with attribute Year and metric Revenue, Profit, Cost, Average Revenue and Revenue Target. c. Select any project that is in the project source that. Conclusion and referenceTo Create a Transformation Shortcut Metric. Then, for mobile devices, our Responsive View will take over the layout and place groups vertically on the canvas. 2. it looks like MicroStrategy doesn't support it, please advise. Given the following objects: Metrics: PROFIT: Sum (Profit) {~+} : Rank<ASC=False> (PROFIT) * : Percentile<Ascending=False> (PROFIT, 0. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformThis article notes a workaround to dealing with percent to total derived metrics with custom groups. x-10. Hi @Gabriela Pohlenz Garza (Spreadshirt) . This knowledge base article documents how to calculate Percentage to Total in a metric subtotal in MicroStrategy Developer 9. Click Insert Visualization to add a new, blank visualization to the dossier. Below there is an example of how to use it and create SVG metric by yourself. In the list of categories on the left, click Subtotals. The following code demonstrates how to accomplish this: Dynamic aggregation is the process by which metric results at the base level returned by the database are further aggregated in the Analytical Engine in OLAP. Click on the Level (Dimensionality) option. To Create a Metric. For steps to create a transformation, see the Project Design Guide. A typical case is to create a derived metric to perform calculations between columns of metric data. or you can create another metric at Year level and then a metric with does. The fuel for business dashboards is data, so each one needs to have one or more data sources. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. To Create a. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. This allows the percentage to be calculated from the component subtotals. Retrieve a list of user groups and the associated users in MicroStrategy Developer Follow the steps below to create a list of all groups and the users in each group: In MicroStrategy Developer 9. 09K. Open a report in MicroStrategy Developer. Open a dossier. For example, we can use percentage to total, and just say by columns, and now we have the percentage that these guy represents of the total. If you are editing the If function, use the values in step 7. Click "Existing Dataset" to import the report you just created. Export this report to Excel and create a new column called 'Percentage'. Group Elements. 4. Steps are below to create a conditional metric. Change the graph type to 'Vertical Bar:DualAxis Stacked'. KB441377: Full Outer Join Optimization implemented in MicroStrategy. A second numeric value appears. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. . The results of these calculations appear on your dossier. A pie or ring chart requires at least one attribute and one metric. 5. Create a report with Category and sub-category as its two columns. Add it to the grid as shown below: Metric Expressions. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. Create the metrics as follows: 2. Additional metrics are displayed as lines on the graph. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. In the pane below, select the function to use to calculate data in the metric. Published: Jun 9, 2017. 01:54. ; The pane on the left displays the Report Objects which shows the components (attributes, attribute forms, metrics, custom groups, consolidations, and so on) included. Create an OLAP cube from Developer with Category, Customer Age, Region, Cost, Profit and a report filter to make Customer Age elements the same as the number of rows in the grid. 4. The Subtotals dialog box opens. If you wanted to show the Top 10 Brands based on a metric called 'Dollars', you would create a 'Set Qualification' filter and use the metric 'Dollars', set the Function Parameter as 'Rank', the Operator as 'Top' and. Turn on Dossier Cache. Choose "False" for "ByValue". Example 2: How to create a dossier that shows all objects that use a certain metric 1. This metric combines the values stored in your database with the values of the metrics that calculate the percentage financial line items into a single metric. This tutorial shows how to create derived attributes and metrics in a dossier. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. a derived metric and reserve it for future use in a visualization. Metrics are similar to formulas in spreadsheet software. This calculation can be used to measure the growth of users, customers, revenue, employees, and much more. Viewed 13k times. You can display the bottom 50% of metric values. When you create a metric there are two tabs (in developer/desktop), on the first tab you enter the formula for the metric, on the second page you can set what formulas to use for aggregation, (i. The metric can also show a total by page, show a total for each value of the attribute, or show the grand. 2) Go to the Data menu > Edit Drill Map. Create a second metric defined as Count(Quarter) with the level set to Quarter and grouping set to none. Right-click the shortcut metric and choose Edit. A typical case is to create a derived metric to perform calculations between columns of metric data. Scorecards, dashboards, and reports can be. Create a report with Attribute "Year", custom group "Category" and Metric Revenue; Click in the Metric Revenue in Report Object and go to Insert Tab; Percent to Total; Total for each; Chose the level, here Year Metric MF can calculate percent revenue values for each row at its parent time level. This metric combines the values stored in your database with the values of the metrics that calculate the percentage financial line items into a single metric. Display window for creating an attribute element prompt; Create a filter using the prompt created above. Create a report with attribute 'Region', metric 'Revenue', 'Profit' and 'Cost'. 5. From the Operator drop-down, select a logical operator. Add Country Id, Year Id, and the derived metric to the grid, define visualization filter on Month and set the attribute Join Type to be Outer Join - Ignore Filter 5. To modify the format, select one or more number formats offered in the editor. Finally, add the calculation for the Year to Year comparison. See below for the definition. Click Condition on the Metric component pane. For example, in a report that shows. Each conditional metric contains a copy of employee list (in an IF statement) Employee list filter is moved to a separate metric (Flag metric) Employee list filter is moved to a Filter object. This ensures that graph report results are easy to decipher based on color. Create a report with Category, and Revenue; 2. These privileges are part of OLAP Services. In the metric definition, Right click the Count function and select Count parameters. To set a metric as nonaggregatable, follow the steps below: Open the Metric Editor. Create an attribute element prompt that prompts on month. Enter a name for the metric in the Metric Name field. Metrics are similar to formulas in spreadsheet software. x. Create an auxiliary metric that uses the 'End on hand' fact but aggregates values one level higher than the one in the report, as shown below: Create a subtotal based on the auxiliary metric, as shown below: Add this new subtotal to the list of available subtotals for the 'End on Hand' metric. Use the following table to guide you through the available options. 3. For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. Now create the Pareto Percentage by creating a new metric that divides RunningSum with this grand total metric, as shown below: For clarity, put all the metrics on the report as shown below, and the correct sorting is done by selecting the percentage metric and clicking on the 'Ascending' Icon: Now add a suitable total to get the desired look. To create a round-down function that produces the following sample results, use the following formula in Metric Editor in MicroStrategy Developer 9. Create a report with Attribute "Year", custom group "Category" and Metric Revenue; Click in the Metric Revenue in Report Object and go to Insert Tab; Percent to Total; Total for each; Chose the level,. Click Browse. It is based on MicroStrategy Tutorial. In MicroStrategy SQL Generation Engine, non-aggregatable metrics are used for this kind of calculation. For a more detailed description, see About the report level of a metric. Enter a custom format using the table provided below, and click OK, as illustrated below: The metric will be displayed as follows: To create a Metric Qualification prompt. The Select a Function or Template dialog box opens. This metric will serve as the denominator for the percent to total metric. To Create a Metric Using the Formula Editor. You can display the top 10% of metric values with a green arrow. ; In Web: Choose Data > Insert New Metric. Create a report with Category, and Revenue; 2. Click the Options icon . , (comma) Thousands separator. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. Inheriting metric graph color is enabled by default. Change the metric names (e. Process Metrics: It can be used to improve the process efficiency of the SDLC ( Software Development Life Cycle) Product Metrics: It deals with the quality of the software product. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Click the down arrow next to data > choose "Hide nulls/zeros" to enable the hide nulls/zero option. For example, if attribute Region is 'Central' then derived metric value should be 'Profit + Cost'. By default, the setting is selected. 33 (or 33%). x-10. 3. Define a derived metric with th expression below and set it as Aggregation From Base. Save the subtotal object as "Percent to Total". Click the check mark icon. This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. Click OK. To return all data where metric values are Null, create a view filter metric qualification on the metric that uses the Is Null function. 85%; Percent value for 2007Q1 is 1,682,656 / 8,647,238=19. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. For example, in a report with metrics "Revenue","Cost" and "Profit Margin" on it, the value of "Profit Margin" is in percentage so that it's much smaller than "Revenue" and "Cost". Save the dashboard. 4. In Microstrategy Tutorial 1. In MicroStrategy Developer, create a dummy metric with the following definition.