Skip to main content

VLookup kind of Dynamic Custom Group in Dashboard/Dossier

VLookup kind of Dynamic Custom Group in Dashboard/Dossier 


Custom groups enable users to view specific elements based on a metric or specification. For example, you may want to see all the customers in a retail store that bring in over $1,000k in revenue per month, or a teach may want to only view data on students who scored over 2000 on their SATs. 

The Scenario

Let's assume you have a table that clusters your Employees by the Cost brackets. Based on those brackets a Rating is defined (like A, B, C...). This table can be imported from Excel file or from a table in relational database. You will notice there is a flag column that contains value '1' for each row. If you don't have this column in your data don't worry! Just use the Upper column instead in the formula (see formula of 'Rating Metric' below). Continue on with the process. 


User-added image


Methods for creating a custom group

Currently, your Dashboard or Dossier displays Cost per Employee, but it is missing Rating information. Continue on through the numbered steps that are labeled with images to help you along the way.

The images will act as a guide through the process.


User-added image


As a first step import your Rating table.
 

  1. Import Rating as an attribute.

User-added image


 

  1. Create a metric 'Rating Metric' with the following formula:

Max(IF(((Cost>Lower)And(Cost<Upper)),Flag,0)){~+}


User-added image
 

  1. Create a grid that contains Employee, Rating (attribute) and Cost.
    The data comes from two unrelated data sets so you will get a cross join of data.

User-added image
 

  1. Add "Rating Metric" to Filter Pane and set a filter 'Greater than or Equal to" 1. You will see a proper Rating assignment and you don't even need to display 'Rating Metric" on the grid.

Final Report

User-added image



Note: This assignment is dynamic, meaning that if you change the Rating brackets in your data set the new Rating rules will be applied automatically (assuming, you are using a live connection to a database).

You may need to change Level of your metrics if there are more attributes in your initial data set.

Comments

Popular posts from this blog

MicroStrategy Developer Preferences options are expanded so big that some options are being cutoff. Show the hidden objects in the  Microstrategy  developer MicroStrategy Developer Preferences options are expanded so big that some options are being cut off. The steps below given in the MSTR article may not work. This can be simple handled by using the steps below:  In the Microstrategy Developer go to Tools -> Preferences (Not my prefernces :) ) Under Developer category -> select Browsing on the browsing tab you see all the options like below: 3. Now using the mouse place the cursor on text box of 10000 which is next to 'Maximum number of monitoring objects displayed per page. 4. Then Hit Tab on Keyboard and hit another Tab on keyboard 5. Then press the space or down arrow on keyboard and click on OK or Enter. That will show the hidden objects in the Microstrategy developer   Normal Version ...

Case functions Microstrategy

Ca se functions Microstrategy Case functions return specified data in a SQL query based on the evaluation of user-defined conditions. In general, a user specifies a list of conditions and corresponding return values. Case This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. If all conditions are false, a default value is returned.  Case  can be used for categorizing data based on multiple conditions. This is a single-value function. Syntax Case ( Condition1 ,  ReturnValue1 ,  Condition2 , ReturnValue2 ,...,  DefaultValue ) Example Case(([Total Revenue] < 300000), 0, ([Total Revenue] < 600000), 1, 2) sum(Case (Day@DESC in (“Sat”,”Sun”), Sales, 0) {~+} Sum(Case(Category@DESC In("Books","Electronics"),Revenue,0)){~+} CaseV (case vector) CaseV  evaluates a single metric and returns different values according to the results. It can be used to perfo...

System Manager workflow to execute on a schedule

Creating a System Manager workflow to execute on a schedule System Manager workflow can execute on a schedule or after an event has been triggered. This can be accomplished by creating a simple batch file, and scheduling that batch file to execute with a third-party tool like Microsoft Task Scheduler.   Note : To avoid user permission conflicts, the following steps must be performed with highest privileges.   In the below example, the workflow makes the i-server restarts every day.   1. The user must first have a valid workflow. This particular workflow is a template that is delivered out-of-the-box with System Manager.   2. Save the workflow in  .smw  format.   3. In a text editor (such as Notepad), enter the command line statement that the task scheduler should execute.     MASysMgr.exe -w C:\filename.smw” “UserName=User1 “Password=1234”   4. Save the file in  .bat  ...

MicroStrategy URL API Parameters

MicroStrategy URL Structure The following table summarizes the root URL structure used for every request to MicroStrategy Web. Environment Main Application URL Administration URL J2EE http://webserver/MicroStrategy/servlet/mstrWeb http://webserver/MicroStrategy/servlet/mstrWebAdmin .NET http://webserver/MicroStrategy/asp/Main.aspx http://webserver/MicroStrategy/asp/Admin.aspx Every request sent to MicroStrategy Web calls a central controller. Parameters are appended to  Main.aspx  or  mstrWeb  (in a .NET and J2EE environment, respectively) to indicate to the controller how the request should be internally forwarded and handled. The following examples show a URL for accessing a MicroStrategy folder when the user does not have an existing session. The URL contains not only the parameters needed to connect to MicroStrategy Web, but also the parameters needed to log on and create a session. J2EE environment: <a href="http:...

mstrio – Python and R wrappers for the MicroStrategy

mstrio – Python and R wrappers for the MicroStrategy REST APIs Connecting to MicroStrategy  Create a connection to the Intelligence Server using   Connection()   and    connect()  in Python and R, respectively. Required arguments for the   Connection()  function are the URL for the MicroStrategy REST API server, MicroStrategy Intelligence Server username and password, as well as the MicroStrategy project name. By default, the   connect()  function anticipates your MicroStrategy Intelligence Server username and password. LDAP authentication is also supported. Use the optional argument    login_mode=16    in the    connect()  function for LDAP authentication.  Extract data from cubes and reports  To extract data from MicroStrategy cubes and reports, use the   get_cube()  and   get_report()  functions. Use...

Custom Tooltips in Microstrategy developer and Web

Custom Tooltips in Microstrategy developer and Web The following table describes the macros you can use to customize graph tooltips in both MicroStrategy Developer and MicroStrategy Web: Macro Information Displayed {&TOOLTIP} All relevant labels and values associated with a graph item. {&GROUPLABEL} Name of the graph item's category. This value is often the graph item's attribute element information, as attributes are commonly used as the categories of graph reports. {&SERIESLABEL} Name of the graph item’s series. This value is often the graph item's metric name information, as metrics are commonly used as the series of graph reports. {&VALUE} The value of a given data point. {&XVALUE} The X-value of a data point. Only applicable to Bubble charts and Scatter plots. {&YVALUE} The Y-value of a data point. Only applicable to Bubble charts and Scatter plots. {&ZVALUE} The Z-value of a data point. Only applicable to Bubble charts and Scatter plots. {...

Microstrategy Dossiers explained

Microstrategy  Dossiers With the release of MicroStrategy 10.9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration.MSTR has  evolved dashboards to the point that they are more than dashboards - they are  interactive, collaborative analytic stories . Ultimately, it was time to go beyond dashboards, both in concept and in name, and so  the've  renamed VI dashboards to  ‘ dossiers ’.  Dossiers can be created by using the new Desktop product or Workstation or simply from the Web interface which replaces Visual Insights. All the existing visual Insights dashboards will be converted to Dossiers   With MicroStrategy 10.9, there was an active focus on making it easier to build dashboards for the widest audience of end users. To achieve this, some key new capabilities were added that make it easier to author, read, interact and collaborate on dashboards ...

Settings for Outer Join between metrics in MicroStrategy

Settings for Outer Join between metrics in MicroStrategy MicroStrategy adopts multi-pass logic to determine the execution plan for a report. This means that every metric is evaluated in separate SQL passes. Outer Joins come into play when MicroStrategy Engine merges the results from all SQL passes into one report. For a multi-pass report, different Outer Join behaviors can give the user completely different results. In addition, report metrics can be of different types which can, in some cases, influence the result of the outer join. In MicroStrategy, there are two settings that users can access to control Outer Join behavior : Formula Join Type and Metric Join Type . Metric Join Type: VLDB Setting at Database Instance Level Report and Template Levels Report Editor > Data > Report Data Options Metric Level   Metric editor > Tools > Metric Join Type Control Join between Metrics Formula Join Type: Only at Compound/Split...

Export a Report Services document to Excel with formatting using URL API

Export a Report Services document to Excel with formatting using URL API in MSTR Web In order to export a document in excel format using the URL API, the executionMode must be set to 4.  If excutionMode is not provided in the URL, by default PDF will be used as executionMode.   Below are the list of parameters that the URL must contain in order to execute correctly.   evt= 3069 src= Main.aspx.3069 executionMode= 4 documentID= 7E1644CA424F482DA811569FCE8127FF( Replace the document Id with your document ID)   Sample URL for .NET environment: http://WebServerName/MicroStrategy/asp/Main.aspx?evt=3069&src=Main.aspx. 3069 &executionMode= 4 &documentID= 7E1644CA424F482DA811569FCE8127FF    

Internationalization Design Technics

Microstrategy Internationalization Design Technics MicroStrategy supports data internationalization through two different techniques. You can either provide translated data through the use of extra tables and columns, or you can provide separate databases to store your translated data. These techniques are described below: You can support data internationalization in your database by using separate tables and columns to store your translated data. You can use various combinations of tables and columns to support and identify the translated data in your database. To support displaying the name of each month in multiple languages, you can include the translated names in a separate column, one for each required language, within the same table. Each column can use a suffix to identify that the column contains translated data for a certain language. The same LU_MONTH_OF_YEAR table with translated data for the Spanish and German langua...