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. This tutorial shows how to create derived attributes and metrics in a dossier. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. A blank visualization appears in the dossier. Avoid Images on Thresholds. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. The report returns the following data when executed. To open a document in Design Mode, from a folder, right-click the. If you are editing the Case function, use the values in step 8. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. Its minimum requirements are that one attribute and one metric be present on the report grid. Choose Profit as answer for Metric_Prompt1 and Profit Margin for Metric_Prompt2. e. 46%; Percent value for 2007 is 8,647,238 / 35,023,708=24. Within the Titles category, select the check box for the title or label to display. Drag the attributes and metrics to use as selectors from the Datasets panel to the empty selector. Select the Revenue metric (will appear as '. Case. x - 10. , (comma)Rank. Create metric based on fact with the filter in metric condition, as shown below: Login as different users, and the results are as expected. In MicroStrategy, users can create an Average metric from an attribute description that. 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. You can display the top 10% of metric values with a green arrow. Right-click the metric to rank, point to Insert, point to Rank, and then select the break by value from the list. Next, create a derived metric like this: Profit*rate. Create a report with Category and sub-category as its two columns. Open a report in Graph View. The actual thousands separator used depends on the session locale. A sales team might use a business dashboard to connect. 5. A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other metrics. Run the report. If you are editing the Case function, use the values in step 8. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. The report is updated. 3. When a custom group is used, a Percent to Total derived metric sometimes returns incorrect data. To Create a Transaction Services Report. Non-aggregatable metrics are defined using the dimensionality section of the metric editor. 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. Open the Workstation window. Click on the Level (Dimensionality) option. Metrics are MicroStrategy objects that represent calculations performed on data. Click the name of a report to execute it. Create a filter to get current user using system prompt 'User Login', as shown below: Create metric based on fact without any condition. 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…. 9. The results of these calculations appear on your dossier. Create a report with attribute "Quarter", metric "Revenue" and "Rank Test". 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. 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. 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. 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 will see that one metric, is now on the Y1 axis and the other has switched to the Y2 axis. Inheriting metric graph color is enabled by default. From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph. Edit the [% of case] metric, and then set the subtotal at. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. 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. Enter 0 in the Width field. Grouping. In the right pane, enter a name for the metric in the Metric Name field. Place Year in the row and Profit and Cost in the columns. x-10. Enter a. Project Metrics: It can be used to measure the efficiency of a project team or any testing tools being used by the team members. Since the YoY Percent Change is a real percentage we need to change the formatting to a percent. The New Prompt page opens. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. See below for the definition. 00_);'. Direct Cubes over View Reports. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Identifies values that are null. To use the format predefined by MicroStrategy HyperIntelligence, enable the Auto toggle. Add the metric into the report and the concatenated metric. 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. 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. You need to compare business unit costs on a quarterly basis. Consolidations are used to specify the data that you want to view in your report. The report automatically updates with the metric column you selected now hidden. 5. A typical case is to create a derived metric to perform calculations between columns of metric data. From the Insert menu, select New Metric. The result of this setting is reflected in the GROUP BY clause of the SQL command. All of the freeform SQL reports would have the following format. While all metrics have a formula, not all of them have. Open 'Last Years Dollar Sales' in the metric editor and highlight the 'Transformation' definition as shown below: Drag and drop the transformation 'Last Year. The fuel for business dashboards is data, so each one needs to have one or more data sources. The calculation can restart based on attributes identified in the parameter settings. To create a round-down function that produces the following sample results, use the following formula in Metric Editor in MicroStrategy Developer 9. xMetrics are MicroStrategy objects that represent business measures and key performance indicators. To enable totals or subtotals for a metric. To create a Metric Qualification prompt. We will right-click on “Population (2014)” and select the “Create Metric” option. Right Click the selector and choose Properties and Formatting. Tooltip on Pareto chart for percentage line metric is displaying incorrect value and is not inheriting value formatting in MicroStrategy 9. Basic Card. Delete Unused Objects. 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. Edit the [% of case] metric, and then set the subtotal at. Type a name for the metric in the Metric Name field. 2. 7. Each Custom Group element should only include the attribute elements that the partial sum will be calculated for. 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. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. Change the metric names (e. Turn on Dossier Cache. For more information, see Simple vs. The Insert Function dialog box opens. To modify the format, select one or more number formats offered in the editor. 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. Select Lowest % to create a threshold based on the bottom percent of metric values. This metric will serve as the denominator for the percent to total 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. Highlight and right-click on the function name "RunningSum". x Number of Views 2. From the Visualizations panel, select Grid . Here is how you would calculate the MOM percent increase: MOM increase = ($200 – $100)/$100 * 100. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Click the Options icon . Click Create on any page, and select New Metric. Enter a name for the custom group in the Enter Custom Group Name Here field. Examples of metrics. Select desired decimal point. Open the dossier you want to modify. Create a derived metric and reserve it for future use in a visualization. In the list of categories on the left, click Subtotals. Use Workstation. To create a filter with a condition on metric qualification. Creating a simple metric. Introduction to Metrics. 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. The definition is Max(1). Add the metric from Step 2 to the report shown above. If the format contains commas separated by number signs (#) or zeros, a thousands separator is used in the formatted text. Example 2: How to create a dossier that shows all objects that use a certain metric 1. Click OK to return to the graph. 5. If this box is cleared, no tooltips will be visible in the graph. Log into a project in MicroStrategy Web. On the Graph menu, choose Preferences. They are pretty similar to the formulas you see in spreadsheet software. To calculate an average while applying a weight to the values, see. The following steps describes how to create such derived metric. 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. 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. 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. Only one filter or prompt can be associated with each metric, but that filter can contain multiple qualifications. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. 4. Click the Apply check mark to create the new threshold or conditional format. Save the report. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. g. Some Known Limitations/Issues for 11. Use the following table to guide you through the available options. For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. Enable "Date Values" button on graph tool bar, increase the Categories number to be "12", as shown blow:In this Data in the Wild episode, you'll learn how to create derived metrics and attributes in MicroStrategy. 4. 5. When using a Grid visualization in Visual Insight in MicroStrategy Web 9. 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. You can display the top 10% of metric values with a green arrow. The number is multiplied by 100 and the % character is appended. It. Metric MF can calculate percent revenue values for each row at its parent time level. Let’s create derived metrics. NOTE: If the above drop down list is disabled, the metric is not a compound metric and so smart totaling does not apply. The results of these calculations appear on your dossier. Create a standalone Derived metric DM : Create a new Intelligent Cube C01: Add the Quarter, Country, and Region attributes. Row percent-to-totals refer to the attribute in the extreme-left position. You can display the top 10% of metric values with a green arrow. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. Drag R2 to document as grid. 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. Identifies values that are null. Create a derived metric with definition: Sum([Tot Cost]){~+, [Month Id]%} and choose Aggregate from Base in the metric option. Make sure that both the minimum and maximum number of answers are 1 and that the prompt is required. To create a metric. 4. In the pane below, select the function to use to calculate data in the metric. For example: Run the report as shown below: Percent value for Jan 2007 is 502,224 / 1,682,656=29. Inside 'Panel1', add a grid by clicking Insert 'Grid. Re-import your table again in the same MTDI cube. . x Users have the option of setting a certain percentage of a metric's values to be displayed by using the. The Preferences dialog box opens. To open a document in Design Mode, from a folder, right-click the document and select Edit. Enter the values to use as arguments. 3. 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. Create a conditional metric to calculate the revenue on the dynamic date. Rank. " To apply thresholds to both metric values and subtotals on a report in MicroStrategy Web 9. Create a derived element as demonstrated below: 2. 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. Step 1 Create a report with Category and sub-category as its two columns. Save the report. Limit the Use of Derived Attributes or Metrics. This is a single-value function. Custom groups enable users to view specific elements based on a metric or specification. 4. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. Create a simple metric. Open the dossier you want to modify. xTo change the order of the transformations, select a transformation and use the directional arrows to re-position it. A screen appears where users can choose to create a specific type of value. Select an in-memory cube. Right-click the column (s) or row (s) to see displayed as percents of a total. Tim Lang, CTO at BI and data analytics firm MicroStrategy, notes that 70 percent of security. 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. MicroStrategy has two kinds of transformations, that are expression-based transformations and Table-based transformations. 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. Create a report with attributes and , and metric . 1. 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. Select the filter or prompt to place on the metric using one of the following methods: Use the Object Browser to locate the object, then drag it into the Condition definition pane. To Create a Training Metric. Using the rank or percent metric qualifications is not necessary with this operator. 41 -> 24. 2. To create a shortcut metric on a report,. Choose Graph > Titles and Labels. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. According to me we can create shortcut metric on right clicking metric in visualization in dossier as percent to total and select by columns then edit the newly created metric and add (@r+2) or (@r+1) according to your need in derived metric editor and validate and check the percentage change in grid. 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. This Technical Note describes an issue when using a gauge graph to display multiple metrics in MicroStrategy Developer 10. The steps below show you how to display and format titles for a graph. To insert these metrics into a report, highlight a metric and from the. 4. 4. The metric condition can be either a filter or a prompt that returns a list of filters. 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. The graph item for the smallest metric value in the visualization appears as a percentage of the size of the largest item. Metrics are similar to formulas in spreadsheet software. Create a report with attribute Year and metric Revenue, Profit, Cost, Average Revenue and Revenue Target. Select Add Condition. None, which excludes the attribute in. 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. Approach 2: MovingSum. Use a percent-to-total shortcut metric to show cell-level values as percents of an accumulated row or column total. Metrics are MicroStrategy objects that represent business measures and key performance indicators. The percentile refers, thus, to the top part of the percentage in which the item is located. 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. x. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Save the subtotal object as "Percent to Total". In MicroStrategy Tutorial, create a new report. Create a new dossier, and add the report made in step 2 as a dataset. Click on the 'Subtotals' tab. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. STEPS TO IMPLEMENT. Click Exit. To calculate this year's revenue, add a filter for this year to the Revenue metric. From the MicroStrategy home page, click New Metric . How to calculate the top percent value of a metric based on the Total versus the Row count in. 4. The Metric Formula Editor opens. Select Highest % to create a threshold based on the top percent of metric values. Month Elements Filter definition; Create a report that only includes year on the grid. Tutorial project is used here. To select subtotal function s. Create a Percent to Total metric, using the Revenue (Top 10) metric and. 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. Click Create on any page, and select New Metric. The Level (Dimensionality) definition pane displays below the Metric component area. 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. Dividing one metric into another. compound metrics. Metric calculations display information at simple as well as complex levels of. Enter the values to use as arguments. On the Datasets panel, right-click the metric to use to create the derived metric, and select New Metric. Below there is an example of how to use it and create SVG metric by yourself. Select Lowest % to create a threshold based on the bottom percent of metric values. or you can create another metric at Year level and then a metric with does. 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. Double-click the object. Vitaracharts offers a KPI widget called Ring Chart which can have up to 3 concentric rings or donuts . To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. The filter criteria for the report is found in the WHERE clause of the SQL statement which calculates the. Click Condition on the Metric component pane. In the pane below, select the function to use to calculate data in the metric. The "Grouping" property has six possible settings, of which four specify non-aggregating behavior: Beginning (fact) Ending (fact)To Create a Custom Group. You need the Use View Filter Editor (MicroStrategy Developer) and/or the Web Use View Filter Editor (MicroStrategy Web) privileges. Row percent-to-totals refer to the attribute in the. Step 1. Number of Views 3. Click Advanced, then New to create a custom subtotal. Change the graph type to 'Vertical Bar:DualAxis Stacked'. From the. Create a copy of the metric 'Dollar Sales' and name it 'Last Years Dollar Sales'. Open a new or existing dossier. A user may want to create an attribute with an alternating expression depending on a certain condition, a conditional attribute. 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. As to the Month-to-Date(MTD) calculation, creating a table-based transformation, and a transformation metric is a general way. You can display the top 10% of metric values with a green arrow. The break by setting of a metric qualification allows you to choose the attribute level at which to restart counting rank or percent values for a metric. Type a value in the field on the right, or click Select Metric to choose another metric to compare the original metric to. Save and close the metric definition. Transformation Metrics: Time-Based and Other Comparisons. or. The graph bar of Profit Margin is very inconspicuous when viewing the report in Graph bar. You can define metrics by using the available functions to analyze your data and determine business measures. For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Click on target visualizations or visualization filters to. 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. And last but not least, MAPE can not be used when using percentages make no sense. The three dialog boxes are New Attribute, Create New Attribute Form, and Create New Attribute Form Expression. To start, build a report with the attributes Region and Year and the Units Sold metric. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. To Create a Metric. From the Function drop-down, select the part of the metric that will be filtered on: Metric Value, Rank, or Percent. For example, if a report contains revenue by year and month, the numbers are calculated to reflect monthly sales data. Displays the number as a percentage, by multiplying the number by 100 and appending the percent character (%). This new metric should have the Level (dimensionality) by Category attribute, as shown below. Alternatively, from the Data menu, select Show Totals. Metrics can be either simple or compound. Create a report with Category, and Revenue; 2. In the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. 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. Click the Options icon . The Profit metric is a simple sum of the Profit fact. In MicroStrategy Web 9. In the Functions pane, hover over the If or Case function and click Edit. The grouping options for levels include: Standard groups by the attribute level of the target. To create a rank shortcut metric. Create a report with attribute 'Region', metric 'Revenue', 'Profit' and 'Cost'. or. 1) create the report. The transformation to apply to the metric has already been created. 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. From the. 2. If the Auto-Apply Changes check box is cleared, click Apply to apply the view filter to the report. 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. Click Next when you finish selecting metrics, filters, and transformations. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. KB17619: How to create a conditional attribute in MicroStrategy Desktop 8. Select Highest % to create a threshold based on the top percent of metric values. Click OK. 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. Metrics are similar to formulas in spreadsheet software. 45 -> 24. Export this report to Excel and create a new column called 'Percentage'. Name the derived metric using the top most text field in the window. You can display the bottom 50% of metric values. This condition may be implemented through an ApplySimple statement such as the following: The user will find that the CASE statement. Metrics are similar to formulas in spreadsheet software. 1:40. Set the Conditionality to Brand filter. For example, if attribute Region is 'Central' then derived metric value should be 'Profit + Cost'. e. Options are: Over Rows: Displays values in each row of the report as percents of an attribute row total. Creating Bullet Chart – example To use that visualization, we need 3 metrics. Press and hold the Ctrl key to select multiple metrics. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. Create a derived metric and reserve it for future use in a visualization. This ensures that graph report results are easy to decipher based on color. Setting "ByValue" to False enables the. The results report displays the sales data for only those products with inventory counts below the threshold value. In a report using MicroStrategy 10. 3. Set "Join Type" to "Outer Join" for metric "Revenue" in menu:. Create a custom group, as shown below: Create a report with the custom group, a metric and a derived metric for the running sum, as shown below: Edit the derived metric. Create four level metrics as shown below: Create a report with Year, Quarter and Month. the value that should be 1 is displaying 0. Create the metrics as follows: 2. This is a group-value function. Click Create on any page, and select New Metric. Metrics are calculations performed on your data. How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. 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. This results in cross-tab nulls. 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. Run the report in graph view with Vertical bar >Clustered style. It is a variant of MAPE in which the mean absolute percent errors is treated as a. x:Synopsis: Figure 1 describes different scenarios that are described later in greater detail. Create a derived metric Percentage Total By Column Use the formula: Trunc(((100*[Units Sold])/Sum<UseLookupForAttributes=True>([Units Sold]){@cols}))You can display the bottom five metric values in green. In the Metric editor, write the formula for the average sales. 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. Type a name for the metric in the Metric Name field. Right-click a metric on the report and select Filter On. Define a derived metric with th expression below and set it as Aggregation From Base. Derived metrics are easy to create and can be made on-the-fly when you are viewing a report.