The syntax for the If function is IF (Condition, TrueResult, FalseResult) where: When displaying reports of your financial data, the values are all displayed using a single metric. Create a Percent to Total metric, using the Revenue (Top 10) metric and the Total Revenue with the Month of Year level applied: The report will then calculate the Percent to Grand Total for all values in the warehouse, instead of what is on the report, as show in the image below: By default in MicroStrategy, if users create a metric with the definition Avg(Rate@desc), the SQL generated is similar to Number 1 above. These privileges are part of OLAP Services. 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. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. Let’s create derived metrics. 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. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. 4. 02:18. You can narrow the list of functions displayed in the pane by doing one of the following:In the metric editor, go to Tools > Formatting…. Select the "OK" button to insert the new metric into the report. To Create a. It is based on MicroStrategy Tutorial. Click Switch to Formula Editor. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. The grouping options for levels include: Standard groups by the attribute level of the target. KB17619: How to create a conditional attribute in MicroStrategy Desktop 8. To select the metric (s) for which users can define their filters, on the Definition tab, choose one of the following options: Choose a metric: Browse to and select a specific metric to use. Note that for the first row, the data from the previous row is 0 since the analysis is limited to the data retrieved by the report. Create a derived metric and reserve it for future use in a visualization. Click the Options icon . In the drop-down list underneath, select the metric you wish to hide. You will see that one metric, is now on the Y1 axis and the other has switched to the Y2 axis. Select Insert Metric and point to Percent To Total. 4. Empower end users to easily compare and measure the performance of metrics in an intuitive way with the new multi-metric KPI visualizations. This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. Modify the date to add 1 year (as to simulate the Last Year value). Select "Rank parameters". compound metrics. 96K KB17427: How to display the total for a grouping attribute on a graph in a MicroStrategy Developer 9. In the Datasets panel, double-click attributes and metrics to add them to the visualization. In the right pane, enter a name for the metric in the Metric Name field. 3. To create a Metric Qualification prompt. This new metric should have the Level (dimensionality) by Category attribute, as shown below. x, select 'Project Documentation' from the Tools menu to start the wizard. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. To insert these metrics into a report, highlight a metric and from the. 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. 3. To create a shortcut metric on a report, click the report's name to execute it. c. Another important observation is not to forget to enable "Smart Metric”. Select Lowest % to create a threshold based on the bottom percent of metric values. Open the Metric Editor. A screen appears where users can choose to create a specific type of value. Input the metric formula. Setting "ByValue" to False enables. Create a new metric with the same definition of the metric above. Choose File > New > Metric. Create a simple metric. When using a Grid visualization in Visual Insight in MicroStrategy Web 9. 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. 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. There, in the 'Number' tab, choose 'Percentage'. Unless the defaults are changed, the function ranks the values in ascending order by the value of the metric, and the rank is an integer. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. For the steps below to achieve the requirement: In MicroStrategy Developer, edit the attribute . Visualize your. To create the financial data metricIn the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. 5) {!+} * The percentile function receives two parameters. Set "Join Type" to "Outer Join" for metric "Revenue" in menu:. To create a Metric Qualification prompt. On the template, the month attribute, A - NORMAL SUM, C - DATA PREVIOUS ROW (B - A) and D - % CHANGE ((A-C)/C) are displayed using the F1 filter:To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. Choose the option to create a 'Value prompt' in the Prompt Generation Wizard and click on 'Next', as shown below: Choose 'Date prompt' and click on 'Next'. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. The alert remains in the active state as long as. For information on how to display this property, see Viewing and Changing Advanced VLDB Properties. The Preferences dialog box opens. 2. 69%; Percent value for total revenue of all. Create a second metric defined as Count(Quarter) with the level set to Quarter and grouping set to none. This metric will display the quotient of 'Max of 1' and 'Rank Revenue' metrics. To calculate an average while applying a weight to the values, see. Modified 3 months ago. This procedure assumes you are already working with a metric in the Metric Editor. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. 0 At MicroStrategy, we want to make our product smarter than the. 4. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. Bounce rate is an Internet marketing term used in web traffic analysis. As you grow MOM and quarter over quarter, the power of compounding begins to take effect year over year. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Perform the following steps. 9. 6. For more information, see Simple vs. Vitaracharts offers a KPI widget called Ring Chart which can have up to 3 concentric rings or donuts . Once data flows into the interface, the dashboard will come to life. In the Datasets panel, select the metrics you want to combine into a derived metric. Click Insert Visualization to add a new, blank visualization to the dossier. x and newer allows users to customize the formatting of metrics that are displayed in a report in addition to the predefined formats (fixed, currency, date, time, etc. Its minimum requirements are that one attribute and one metric be present on the report grid. StatusRefer to following technical note for detailed instructions: KB6012 - How to create a metric that determines the number of business days between two dates in the MicroStrategy Developer 9. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. 1. But here we use a function Runningsum to achieve this instead. In MicroStrategy Web 9. Run the report in Grid View. To define a Metric using a text based value prompt, directly type the prompt name. Create the derived metric as demonstrated below: 3. Drag R2 to document as grid. In MicroStrategy Desktop, create the metric to calculate / using MovingSum() function, as shown below:Create a selector on metrics, targeting the graph in step 3. The steps below show you how to create a Lipstick or Overlapping Bar graph. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. The Formatting window opens. Create a dossier based on the cube. It. , append “_LY”). under the "Insert" menu. Through metrics, MicroStrategy can calculate employee counts, inventory levels, revenue, or can visit a web page. e. Create the “% Active Cohorts” metric (Users from a Cohort that have visits in a period) [Total Users]/[Total Users Cohort] 8. If all conditions are false, a default value is returned. This is for example the case when measuring temperatures. You get all the attributes and metrics as usual. ApplySimple("CONCAT(to_char(#0, 999999) , #1)", , ) Validate the expression. To calculate a variance or a growth percentage such as last year's revenue versus this year's revenue, a transformation is convenient and flexible, although there are alternatives. Also practical examples are used in this document in order to illustrate the. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. In the Card Editor, hover over a metric and select the Format Number icon . Profit Margin = (4-3)/3 which equals 0. x - 10. The excel file gives possibility to make some changes to the metric without understanding the code. The Thresholds icon on the toolbar, which allows users to show or hide thresholds, in MicroStrategy Web is also disabled. Review the Pie chart examples above for an example of this. In addition, a colored badge appears with the percent of increase or decrease. Subtracting one metric from another then dividing it into another number to express a metric as a percentage. Transformation Metrics: Time-Based and Other Comparisons. 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. Metrics are MicroStrategy objects that represent business measures and key performance indicators. For information on training metrics and creating predictive. Update Schema. This report shows the sum of sales for each month, for the previous row and the % change between them. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. Click Save and Close to save your changes and close the Metric Editor. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. The results of these calculations appear on your dossier. x as shown below: The resulting derived metric displays as a fixed number instead of a percentage: CAUSE: One possible cause for this issue is that the number formatting for all metric values is set to fixed. Log into a project in MicroStrategy Web. Within the Titles category, select the check box for the title or label to display. You can display the bottom 50% of metric values. Note that a custom group, 'Age Groups' from the MicroStrategy Tutorial project, is used in the page-by axis. Export this report to Excel and create a new column called 'Percentage'. … Number of Views 2. The key points are: 1) create the Contribution (%) derived metric in the report instead of in the dashboard; 2) use filtering selector instead of slicing selector. If a user wishes to only display a particular object from a dataset in the document detail section, they can create a. Ask Question. In the Functions pane,. How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. 4. Bounce rate. 4. To create a view filter with a percent metric qualification. Define the expression to be used. 4. Select Lowest % to create a threshold based on the bottom percent of metric values. 24. Select Condition. First, a metric calculating the difference between Hire. In MicroStrategy Developer, choose File > New > Report. Use the following table to guide you through the available options. ; In Web: Choose Data > Insert New Metric. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. If the New Metric dialog box is displayed, click the Empty Metric icon. x. To define a metric as a smart metric. Note the picture with the definition. For example, you can use filters to create the TY/LY comparison. The user wants to show different metrics in different colors in a graph in Dossier ACTION: Log in MicroStrategy Tutorial and create a Dossier adding 1 attribute and at least 2 metrics; Set the visualization as Lines Graphic; Add the attribute to horizontal and the metrics to vertical; Move the Metric Names tag from Vertical to Break bySome of these features may be used to create metrics that behave somewhat like dimensional, conditional, and transformation metrics in MicroStrategy ROLAP reports. x Report Servi…Click the name of the dashboard to run it. Follow the steps in KB4374 to create a transformation on the attribute year. Create a new Custom Group. Create the metrics as follows: 2. There are a couple of ways to do it. Depending on your MicroStrategy product and licensing. Derived Attribute; Steps to Reproduce. In the Open dialog box, navigate to the folder that contains the metric, select the metric, and click OK. In free-form layout, we provide an intuitive way to let you visually “group” containers together. 5. Formula and dimensionality are the two important components in a metric. Metrics are similar to formulas in spreadsheet software. By default, the setting is selected. You can display the bottom 50% of metric values. Revenue + Profit Click. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Select the first four values. Save the metric. This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. 7. See below for the definition. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. How to create a column in Microstrategy that contains the sum of another column. To create a rank shortcut metric. 4. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Press and hold the Ctrl key to select multiple metrics. The New Prompt page opens. The Metric Qualification dialog box opens. Create the metric to calculate / . Introduction to Metrics. Click the Format icon . The ApplyComparison function is used with comparison operators such as >, Like, and In, which accepts facts, attributes, and metrics as input. Choose "False" for "ByValue". 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. To add it we double click on the metric or drag it from the left panel (Data Set Panel) to the right of our newly created percentage metric. A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. Press and hold the Ctrl key to select multiple metrics. Prerequisite. Open the dossier you want to modify. When specifying the percentage value using Rank<ByValue=False>, please specify a fraction value between 0 and 1 that corresponds to the percentage value. Profit Margin = (6-5)/5 which equals 0. Unlike Value prompts with type of Numeric, in a Text prompt, it is not possible to drag and drop to the Metric Definition pane. 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. Save the report. Now this setting is applied to derived metrics in MicroStrategy Web despite the checkbox not being available in the GUI. I'm trying to create a MicroStrategy document that has data from four freeform SQL reports. 5. For example, derived metrics can be used to subtract the data of one metric by the data of another metric (Metric1 - Metric2) to obtain a new metric. We can do it in three different ways. Input the metric formula. In the Datasets panel, right-click the attribute to use to create a derived metric and choose Duplicate as Metric. Refer to the following MicroStrategy Knowledge Base technical note for more information on transformation metrics: KB7238: Creating transformation, rank and percent to total metrics in MicroStrategy DeveloperA filter placed on a metric only filters data related to that metric. Transformation Metrics: Time-Based and Other Comparisons. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. Open a report in MicroStrategy Developer. For example, if a report contains revenue by year and month, the numbers are calculated to reflect monthly sales data. The Select a Function. Derived metrics are not metric objects that can be re-used in other MicroStrategy reports and. Set the selectors S1 and S2 to target the three grids at the same time. 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. 4. Enter . If you are creating a condition based on. Metrics can be either simple or compound. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. To select the metric (s) for which users can define their filters, on the Definition tab, choose one of the following options: Choose a metric: Browse to and select a specific metric to use. or. To create a filter with a condition on metric qualification. g. Add it to the grid as shown below: Metric Expressions. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. The metric values on MicroStrategy report may be on very wide scale. Open the Input Metric Formula dialog box to create a new metric by performing one of the following steps: In Developer: Choose Insert > New Metric. To create a smart metricThe Pie chart is a flexible graph format because you can create one from a number of attributes, metrics, and other report objects. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Log into a project in MicroStrategy Web. Create a new Report R1 with the Subcategory and Item attributes and the Profit metric. It can be created using a multitude of means, including: Counting the number of times something happens. (browse) to locate the metric. Select an in-memory cube. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Notice the metric [Count Customer] in the visualization drop zone is an automatically created derived metric. x Enabling the 'Show Data Labels' and 'Show total' options on a vertical bar:stacked graph will display all of the metric values along with the totals in MicroStrategy Developer 9. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. The graph item for the smallest metric value in the visualization appears as a percentage of the size of the largest item. In the list of categories on the left,. If you are not, do one of the following: Edit an existing metric. 50 (or 50%). display information at simple as well as complex levels of analysis: displaying sales trends, growth patterns, percent-to-total contributions, profit analysis, etc. Additional metrics are displayed as lines on the graph. Create the metrics as follows: 2. To create a derived metric. More specifically, a “Percent to Total” metric can be created by clicking on the down arrow next to the metric name, and selecting. This tutorial shows how to create derived attributes and metrics in a dossier. 2. ApplySimple("str(#0) + #1", , ) Add the following expression if using Oracle. Select the function to use to calculate data in the metric. Metric calculations display information at simple as well as complex levels of. Step 1. Another important observation is not to forget to enable "Smart Metric”. NOTE 1:Follow these steps to enable drilling on metrics: In MicroStrategy Developer. 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. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. Create a derived metric and reserve it for future use in a visualization. In Microstrategy Tutorial 1. When changing the removing the profit derived metric from the data set notice the expected results are returned:If you want to qualify the values of a metric into more than two groups, create a derived metric using the Case function. Using rank and percent-to-total metric analysis: You can create derived metrics that display the percent in relation to a selected total of each item affected by the metric or display a ranking. To Create Metrics. To Create a Pie or Ring Graph. ; Enter the XQuery statement required to connect to the third-party. The following template contains metrics #1 and #2 above and the attributes 'Year' and 'Category'. Using the MicroStrategy Tutorial project, follow the steps below in order to implement a RunningSum calculation only for a metric subtotal in MicroStrategy 1) Create the metric that needs to have the desired RunningSum subtotal, in this example, Metric1, as shown:Metrics are quantitative measures used to analyze the data in the particular context. In the Properties and Formatting window, choose Properties > Selector. Select Highest % to create a threshold based on the top percent of metric values. The default metric formatting for currency, displays the dollar sign ($) on the metric without being aligned (two spaces to the left of the first unit). or. To create a metric column alias to ensure the column name matches the metric's name: From the Tools menu, select Advanced Settings, and then Metric Column Options. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Place an attribute in the Trend area to view the metric by a specific attribute element. Click on the Level (Dimensionality) option. To open a document in Design Mode, from a folder, right-click the document and select Edit. Alternatively, if you are trying to add currency symbols to the metric, use multiple derived metrics with individual number formatting and A/M selector instead. The grand total for the derived metric, Percent to Total, should display 100% as expected. Also, a percent-to-total derived metric has been added to the report using the Insert > Percent to Total > Over Rows menu option, obtained by right-clicking on the metric whose percentage is desired. Create a new metric with the same definition of the metric above. Different types of shortcut metrics are edited in different interfaces. xMetrics are MicroStrategy objects that represent business measures and key performance indicators. In the Format Cells window, click on Numbers tab and select Percent under the Category section. Syntax Sum(IF((Attribute. In report data options change aliasing for new metric to blankThis is a compound metric that calculates the percentage change between the previous row and the current row. Users may want to create a report with a metric that has the current date of execution as a column on a report in MicroStrategy Developer 9. To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. 56K KB20520: Percent to Total metric calculates the grand total according to the values reflected on the report instead of the… You can display the bottom five metric values in green. Choose Profit as answer for Metric_Prompt1 and Profit Margin for Metric_Prompt2. Create a report with Category and sub-category as its two columns. Prerequisite. if the report combines several records, do you want it to add the metric values or show the highest value), now the smart metrix is a tick box and is only available if there is more than 1 metric. Open a report in MicroStrategy Developer or Web. Click Insert Visualization to add a new, blank visualization to the dossier. In the MDX Cube compound metric editor, a formula enclosed in double quote marks will be treated as a passthrough formula, as illustrated below:In MicroStrategy Web, create a new document with the report as a dataset. 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. Create a derived metric and reserve it for future use in a visualization. Select an operator from the drop-down that describes how you want to filter data, such as Greater than or Equals. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. Use Workstation. Select Highest % to create a threshold based on the top percent of metric values. 45 -> 24. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Each custom format can have up to four. To return all data where metric values are Null, create a view filter metric qualification on the metric that uses the Is Null function. x - 10. This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. The selected metric appears, by default, as the first metric. A pop-up appears which shows the create metric option. 6. For example, derived metrics can be used to subtract the data of one metric by the data of another metric (Metric1 - Metric2) to obtain a new metric. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. Clear the Totals check box to remove the standard subtotals. x-10. The steps to create and use this metric is as follows. Create a Sum(Cost) metric with the level set to Quarter and grouping set to none. If you are editing the Case function, use the values in step 8. Increases appear in green with the plus sign. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. Editing shortcut metrics. 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. Select the Revenue metric (will appear as '. Save the subtotal object as "Percent to Total". Performance Implications of Large and Complex Dossiers. Click on the "Validate" button to validate the formula. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. You need to compare business unit costs on a quarterly basis. While all metrics have a formula, not all of them have. The Metric Editor opens. The grouping options for levels include: Standard, which groups by the attribute level of the target. The key points are: 1) create the Contribution (%) derived metric in the report instead of in the dashboard; 2) use filtering selector instead of slicing selector. ACTION: This setting can be controlled through the advanced symbols at the end of a conditional derived metric formula. Next, right. Add DM. The steps below give a detailed explanation on how to. For example, the simple report shown below displays the quarterly percent growth for each region. Create a report with Category, and Revenue; 2. Create a Percent to Total metric, using the Revenue (Top 10) metric and. 5. You need the Use View Filter Editor (MicroStrategy Developer) and/or the Web Use View Filter Editor (MicroStrategy Web) privileges. In MicroStrategy Developer, you can create the following. The calculation can restart based on attributes identified in the parameter settings. x-10. 3. or. How to create percent to total metric at custom group element level in. If all the metrics in the percent bar graph have only non-negative values, or if the document is viewed in a different view mode (e. In the list of categories on the left, click Subtotals. You can use filters to create the TY/LY comparison, as follows: To calculate this year's. x - 10. if the report combines several records, do you want it to add the metric values or show the highest value), now the smart metrix is a tick box and is only. The graph item for the smallest metric value in the visualization appears as a percentage of the size of the largest item. Click Switch to Function Editor. Creating and Adjusting Titles in MicroStrategy Developer. To add a transformation to a metric. In Developer, the display settings for null values can be adjusted through Report Data Options. Now, in the "Dataset Objects" pane, click on the down arrow next to the Profit metric and go to "Percent to Total" and then "Customer Region". In MicroStrategy Web, click the metric you want to format.