In Microstrategy Tutorial 1. For example, in a report that shows. I want to create a new Metric, using MicroStrategy Metric Editor, to check two conditions: 1 is progress_days > complete_date 2 is Status column is = In Progress. Add the metric into the report and the concatenated metric. Creating a simple metric. Browse to the Platform Analytics Cube in the Platform Analytics Project and select the option to create a new dossier. Place the new metric in the desired location, as shown in the screen shot below: To create a custom metric format. To Create a Transaction Services Report. To create the financial data metric In the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. From the MicroStrategy Developer File menu, point to New > Attribute. 5. Also practical examples are used in this document in order to illustrate the. We will right-click on “Population (2014)” and select the “Create Metric” option. Profit Margin = (4-3)/3 which equals 0. Create a new derived metric called MovingDifference with the formula below: MovingDifference<BreakBy = {Country}, SortBy = (Year)>(Revenue,2) It is recommended to build the derived metric using function wizard (the “fx” button in new metric editor) as show below: 2. Metrics are the representation of business measures and important performance indicators. A simple metric consists of a formula and a level: The formula of a simple metric is a mathematical expression based on at least one group function (such as sum or average) applied to facts, attributes, or metrics. In MicroStrategy, users can create an Average metric from an attribute description that. Notice the Null column "Metric 1 - Year = 2017" is hidden in the grid. 3. To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. if both conditions are met, then Red, else Green. Custom number formatting symbols. Metric MF can calculate percent revenue values for each row at its parent time level. Click the down arrow next to data > choose "Hide nulls/zeros" to enable the hide nulls/zero option. From the Function drop-down, select the part of the metric that will be filtered on: Metric Value, Rank, or Percent. 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. De-select the metric checkbox for Random Number. Decide what condition the metric values must meet to have the threshold formatting applied. A custom group is a set of special filters that can be placed on a template. , (comma)Rank. See below for the definition. The steps below give a detailed explanation on how to. For more information, see Simple vs. Create a filter to get current user using system prompt 'User Login', as shown below: Create metric based on fact without any condition. Continue creating this derived metric by following the steps to create a summary metric in Using a function to create a subtotal: Creating summary metrics. To start, build a report with the attributes Region and Year and the Units Sold metric. KB18705: How to create a custom subtotal to display the grand total of a metric that uses the 'End on hand' metric in Micr… Number of Views 2. In this example we will be creating Level Metrics in order to calculate Profit Contribution for Subcategories related to their own Categories, considering we are displaying only a few subcategories. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. Steps are below to create a conditional metric. In this case, only one form exists for each, as shown below:To allow other users to add data to the metric (to emulate MicroStrategy 6. Place 2014 (from Year attribute) in the a report attribute. Microstrategy - creating a simple percentage column Ask Question. ( How?) If the Object Browser (the list of folders and objects) is not displayed, select Object Browser from the View menu. To calculate the Account Amount, create the following metric, called Actual. Steps to Reproduce. Click Next. In the Format Cells window, click on Numbers tab and select Percent under the Category section. In MicroStrategy Web create a new Visual Insight dashboard with the Year attribute, Region attribute and the Revenue metric. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. Create a copy of the metric 'Dollar Sales' and name it 'Last Years Dollar Sales'. 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. = 100%. Make your changes, save the metric, and then save and re-execute the report to see the changes in the metric. Performance Implications of Large and Complex Dossiers. Create metric based on fact with the filter in metric condition, as shown below: Login as different users, and the results are as expected. The percentile refers, thus, to the top part of the percentage in which the item is located. Create a report with Category and sub-category as its two columns. STEPS TO IMPLEMENT. To Create a Training Metric. SYMPTOM: In Microstrateg Web/Developer a user is not able to apply filters to attributes/metrics in text boxes in a document detail section. This is a group-value function. 3. From the Insert menu, select New Training Metric to use derived metrics as part of Data Mining Services to create training metrics. Open a report in MicroStrategy Developer. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Open a new or existing dossier. 1. g. The Select a Function or Template dialog box opens. The Preferences dialog box opens. 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). From here, after the Target Level (s) are set for the metric, then the user can select the different grouping for each Level that has been defined, as shown below: Published: May 9, 2017. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. 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. 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 Right-click the column (s) or Select the portions of the report for which percent-to-total data is to be displayed. One is to create a filter in Developer based on the metric you want to limit to the Top 10. Click Browse. When a custom group is used, a Percent to Total derived metric sometimes returns incorrect data. From the MicroStrategy home page, click New Metric . Metrics are completely reusable - they can be added to different reports or even other metrics. To Create a Metric. 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'. The Metric Editor opens. Finally, add the calculation for the Year to Year comparison. Create a third metric that is defined as a concatenation of the two previous metrics as seen below. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. Inheriting metric graph color is enabled by default. Some of the. To create a filter with a condition on metric qualification. A limitation of the Percent to Total metric used with custom groups is that subtotals for each element of the custom group cannot be calculated properly. To insert these metrics into a report, highlight a metric and from the. Make sure that both the minimum and maximum number of answers are 1 and that the prompt is required. x. Another important observation is not to forget to enable "Smart Metric”. To Create a Metric Using the Formula Editor. The Metric Formula Editor opens. 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. Save the report. 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. When specifying the percentage value using Rank<ByValue=False>, please specify a fraction value between 0 and 1 that corresponds to the percentage value. You will see that one metric, is now on the Y1 axis and the other has switched to the Y2 axis. Next, right click anywhere under the data source tab and near any of the measure fields. For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. Add the following expression if using SQL Server. Create a report with attribute "Quarter", metric "Revenue" and "Rank Test". Month Elements Filter definition; Create a report that only includes year on the grid. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. Since the YoY Percent Change is a real percentage we need to change the formatting to a percent. More specifically, a “Percent to Total” metric can be created by clicking on the down arrow next to the metric name, and selecting. KB19708:. 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. x. The result of this setting is reflected in the GROUP BY clause of the SQL command. Create a user-defined subtotal. Step 1. x. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. 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. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Click Create on any page, and select New. 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. Create a derived metric and reserve it for future use in a visualization. For example, if a report contains revenue by year and month, the numbers are calculated to reflect monthly sales data. Click Run to create the metrics listed. 2. Double-click 'Add Qualification'. Using the rank or percent metric qualifications is not necessary with this operator. The steps below show you how to create a Lipstick or Overlapping Bar graph. 69%; Percent value for total revenue of all. To generate the SQL shown in Number 2 above, users must enter the metric definition as shown below: To Create a Derived Metric by Combining Two Metrics with an Operator. First, a metric calculating the difference between Hire. Case can be used for categorizing data based on multiple conditions. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. 7. To return all data where metric values are Null, create a view filter metric qualification on the metric that uses the Is Null function. Click Advanced. … Number of Views 2. To enable totals or subtotals for a metric. This ensures that graph report results are easy to decipher based on color. 5. Choose Graph > Titles and Labels. To enable totals or subtotals for a metric. The results of these calculations appear on your dossier. Save the report. This calculation can be aggregated from the Employee level to the Region level. it looks like MicroStrategy doesn't support it, please advise. Log in to a project in MicroStrategy Developer. 4The steps to create and use this metric is as follows. Log into a project in MicroStrategy Web. Create the “% Active Cohorts” metric (Users from a Cohort that have visits in a period) [Total Users]/[Total Users Cohort] 8. CREATE METRIC "<metric_name>". The location of the attributes and metrics on the grid directly affects whether one Pie chart with different slices is displayed or whether multiple pies are displayed. Each custom format can have up to four. 4. 1. Creating derived metrics: You can create any type of derived metric by defining derived metric expressions using the Input Metric Formula dialog box. You can narrow the list of functions displayed in the pane by doing one of the following: A metric set qualification lets the manager restrict data based on a set of attributes, in this case certain products, based on a metric value, rank, or rank percentage, in this case, inventory count below a certain level. 56K KB20520: Percent to Total metric calculates the grand total according to the values reflected on the report instead of the…A metric set qualification lets the manager restrict data based on a set of attributes, in this case certain products, based on a metric value, rank, or rank percentage, in this case, inventory count below a certain level. 0: Run the report. g. Open a report in MicroStrategy Developer or Web. This displays data with metric values between 1% and 19% and between 41% and 100%. Select Condition. Select Format. Once you get to the process of Data Collection, define the following: Choose Data Source that connects MicroStrategy and Metric Insights. Go to Graph Options -> Series, set Profit and Revenue to show as Line and check 'Show Data Labels'. 96K KB17427: How to display the total for a grouping attribute on a graph in a MicroStrategy Developer 9. The report is updated. Create a new dossier, and add the report made in step 2 as a dataset. To select subtotal function s. MicroStrategy Percent To Total Shortcut Metric#MicroStrategy #PercentToTotal #Shortcut Metric #SeekhoAsaniSay* * * SUBSCRIBE HERE! * * * ️ of the Report Level's presence on the metric's dimensionality, the MicroStrategy Structured Query Language (SQL) Generation Engine groups by all of the attribute IDs found on the template. For example, you can use filters to create the TY/LY comparison. Run the report. The results of these calculations appear on your dossier. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. Click on the YoY Percent Change measure then on the Modeling ribbon click the % symbol in the formatting. A typical case is to create a derived metric to perform calculations between columns of metric data. x-10. You can display the top 10% of metric values with a green arrow. To create a view filter with a percent metric qualification. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. Create a new Report R1 with the Subcategory and Item attributes and the Profit metric. The following steps describes how to create such derived metric. 01:54. x-10. From the Operator drop-down, select a logical operator. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Steps are below to create a conditional metric. 02:18. Click Switch to Formula Editor. This level must be higher than or equal to the level of aggregation for the metric itself. 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. Choose "False" for "ByValue". It is possible to use a metric to display a date range defined by answering two date prompts in MicroStrategy Developer 9. Turn on Dossier Cache. Influences the interaction between the metric filter and the report filter. Create a new metric. For information on training metrics and creating predictive. 1) Create the metric that needs to have the desired RunningSum subtotal, in this example, Metric1, as shown: 2) Create a second metric that will perform the calculation of the RunningSum, in this example Metric2: 3) Still in the definition of Metric2, right mouse click on the RunningSum function, select the RunningSum parameters option. Group Elements. Create a report with attributes and , and metric . Select 'Add a Metric qualification' and click OK. 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. 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…. You will learn about a couple of Level Metric. In the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. A percent-to-total shortcut metric displays the percent in relation to a selected total of each item affected by the metric. 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. Choose one of the following: Save the metric. 4. Below there is an example of how to use it and create SVG metric by yourself. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. (browse) to locate the metric. A screen appears where users can choose to create a specific type of value. Remove related report filter elements. The graph bar of Profit Margin is very inconspicuous when viewing the report in Graph bar. Create a new metric with the same definition of the metric above. Let’s create derived metrics. Red area: Shows the time when the metric value was outside of the allowed range. In the top toolbar, click Insert Visualization . This calculation can be used to measure the growth of users, customers, revenue, employees, and much more. To create a shortcut metric on a report, click the report's name to execute it. Click Insert Visualization to add a new, blank visualization to the dossier. On a dual axis graph in Visual Insight, the scale on the axis of a percentage metric displays from 0 to 1 instead of 0% to 100% and cannot be formatted when using MicroStrategy Web 9. Let’s create derived metrics. Gateways and Connectors. Right-click the column (s) or row (s) to see displayed as percents of a total. x and10. This article describes how to create a metric with an attribute as a filter using a Case statement in a Visual Insight dashboard in MicroStrategy Web. Introduction to Metrics. You can display the top 10% of metric values with a green arrow. Name the derived metric using the top most text field in the window. In the pane below, select the function to use to calculate data in the metric. Click Create on any page, and select New Metric. Without data, the dashboard will not show the user anything. A typical case is to create a derived metric to perform calculations between columns of metric data. We use MicroStrategy Tutorial objects. The actual thousands separator used depends on the session locale. To set a metric as nonaggregatable, follow the steps below: Open the Metric Editor. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Create a metric selector S1. In the pane below, select the function to use to calculate data in the metric. 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. But one company claims that enterprise IoT also shows promise for addressing key security issues. From the first drop-down list, select Series Values. KB441377: Full Outer Join Optimization implemented in MicroStrategy. The calculation can restart based on attributes identified in the parameter settings. To Create a Lipstick or Overlapping Bar Graph. ; In Web: Choose Data > Insert New Metric. x-10. Create a new metric with the same definition of the metric above. Create a simple metric. " To apply thresholds to both metric values and subtotals on a report in MicroStrategy Web 9. Standard filtering - allows the report filter to interact as usual in the metric calculation. ; Click OK. Create a second metric that is defined as Max(Region@ DESC). This is for example the case when measuring temperatures. Create a second metric defined as Count(Quarter) with the level set to Quarter and grouping set to none. You can define metrics by using the available functions to analyze your data and determine business measures. ACTION: This setting can be controlled through the advanced symbols at the end of a conditional derived metric formula. Approach 2: MovingSum. x. Derived metrics are easy to create and can be made on-the-fly when you are viewing a report. Avoid Images on Thresholds. For more information about disabling, enabling,. The proportion of each class of data records is displayed as a percentage of the total counts for this node as well as a percentage of the total population. In MicroStrategy Developer , create two object prompts "Metric_Prompt1" and "Metric_Prompt2" with same definition as shown below: Create a report with Month in rows and two prompts in columns as shown below: Run the report in dual axis line graph mode. This is an OLAP function. The Input Metric Formula dialog box opens. You can define metrics by using the available functions to analyze your data and determine business measures. Metrics are similar to formulas in spreadsheet software. Metrics are similar to formulas in spreadsheet software. Log in to a project in MicroStrategy Developer. Open the dossier you want to modify. 1:40. If you are not, do one of the following: Edit an existing metric. Use attribute in Tutorial project as an example. Set the selectors S1 and S2 to target the three grids at the same time. Enter a. Press and hold the Ctrl key to select multiple metrics. 4. Click the Options icon . Setting "ByValue" to False enables the. Click Insert Visualization . You can narrow the list of functions displayed in the pane by doing one of the following: If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. Type a value in the field on the right, or click Select Metric to choose another metric to compare the original metric to. The following procedure describes how to display a sum for metric values concerning only particular attribute elements, rather than a total sum for metric values across all all rows in the report. Open the Workstation window. The Input Metric Formula dialog box opens. Red dots: Indicate other measured values outside of the allowed range. 3. This function is used to display the ranking of values in a list relative to the other values. To define a metric as a smart metric. Grouping. 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. 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. 3. {~+, 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). Perform the following steps. This results in cross-tab nulls. 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. This is for example the case when measuring temperatures. Click OK to return to the Metric Editor. The results report displays the sales data for only those products with inventory counts below the threshold value. 5. If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. 2. Review the Pie chart examples above for an example of this. Select desired decimal point. To open a document in Design Mode, from a folder, right-click the document and select Edit. Options are: Over Rows: Displays values in each row of the report as percents of an attribute row total. Clear the Totals check box to remove the standard subtotals. 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. 1. . If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. You can display the bottom 50% of metric values. For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. 4. Metrics are similar to formulas in spreadsheet software. 2. Create the metrics as follows: 2. Setting "ByValue" to False enables. Examples of metrics. Open 'Last Years Dollar Sales' in the metric editor and highlight the 'Transformation' definition as shown below: Drag and drop the transformation 'Last Year. KB42438: How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. Click Advanced, then New to create a custom subtotal. Create application objects. c. Increases appear in green with the plus sign. 5. Open a report in MicroStrategy Developer. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. MicroStrategy Developer provides users with the ability to create shortcut metrics such as transformation, percent to total and rank metrics on the fly. Create a derived element as demonstrated below: 2. 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. Use the Object Browser to locate a fact, attribute, or metric to serve as the base formula for the metric. Wrangle the new table to. Create an attribute element prompt that prompts on month. 3. 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,. Metrics are calculations performed on your data. A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. Grouping in a metric level determines how the metric aggregates. The metric calculates at the level of the target, if possible. or you can create another metric at Year level and then a metric with does. Select Highest % to create a threshold based on the top percent of metric values. Create a report with Category and sub-category as its two columns. Modify the Performance metric to use an expression that qualifies performance into three groups rather than two. Asked 4 years, 11 months ago. The report returns the following data when executed. Press and hold the Ctrl key to select multiple metrics. On the Subtotals / Aggregation tab, select the Allow Smart Metric check box. Revenue + Profit. How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. 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. Click the check mark icon. A user may want to create an attribute with an alternating expression depending on a certain condition, a conditional attribute. To create a simple metric. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. The Select a Filter dialog box opens, allowing you to select a filter from the displayed list, or. Project Metrics: It can be used to measure the efficiency of a project team or any testing tools being used by the team members. To create a shortcut metric on a report,. Another important observation is not to forget to enable "Smart Metric”. 3. In the Datasets panel, select the metrics you want to combine into a derived metric. Save the metric. Drag the attributes and metrics to use as selectors from the Datasets panel to the empty selector. Click Create on any page, and select New Metric. To Create a Conditional Metric. x. This condition may be implemented through an ApplySimple statement such as the following: The user will find that the CASE statement. x - 10. ' (a period), as shown below: In Design View, go to the Grid menu > Options > Columns and Rows. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. Derived Attribute; Steps to Reproduce. At this point, the grid should look like this: Create a new dossier. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. Click on the word "Rank" to highlight and then right-click to show the "Rank" function's menu. Select Insert Metric and point to Percent To Total. 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. 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. 4. 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. Set "Join Type" to "Outer Join" for metric "Revenue" in menu:. From the Data menu, choose Thresholds. 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,.