Metrics can be either simple or compound. In MicroStrategy Web 9. Once data flows into the interface, the dashboard will come to life. Custom groups enable users to view specific elements based on a metric or specification. Of a total calculated for each value of the. Run this to Interactive mode and notice that all three metrics appear with Revenue and Profit on the Y1 axis and Random Number on the Y2 Axis. Run the report in Grid View. Common examples of a threshold's condition include sales that exceed a certain amount, revenue that falls below a certain percentage, or employee resource numbers that drop below a particular number. 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. Identifies values that are null. Hi @Gabriela Pohlenz Garza (Spreadshirt) . Approach 2: MovingSum. 3. To open a document in Design Mode, from a folder, right-click the. Metrics are calculations performed on your data. Published: Jun 9, 2017. 5. Options are: Over Rows: Displays values in each row of the report as percents of an attribute row total. Browse to the Platform Analytics Cube in the Platform Analytics Project and select the option to create a new dossier. Press and hold the Ctrl key to select multiple metrics. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. You can display the top 10% of metric values with a green arrow. The steps below give a detailed explanation on how to. 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. Let’s create derived metrics. . Create the “% Active Cohorts” metric (Users from a Cohort that have visits in a period) [Total Users]/[Total Users Cohort] 8. , (comma)Rank. 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. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. Click Create on any page, and select New Metric. Interactive, Express, etc. Make your changes, save the metric, and then save and re-execute the report to see the changes in the metric. Ask Question. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Create a new Derived. In the example image below, the metric Revenue has been hidden, although the Percent Growth remains the same. Displays the number as a percentage. If you have any questions or suggestions for a f. Derived Attribute; Steps to Reproduce. This new metric should have the Level (dimensionality) by Category attribute, as shown below. Create an auxiliary metric that uses the 'End on hand' fact but aggregates values one level higher than the one in the report, as shown below: Create a subtotal based on the auxiliary metric, as shown below: Add this new subtotal to the list of available subtotals for the 'End on Hand' metric. x-10. 3. The Card Editor appears. Put Category and Region on the grid. You can display the bottom five metric values in green. Change the data of the report and re-execute it. KB441377: Full Outer Join Optimization implemented in MicroStrategy. 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'. If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. As you grow MOM and quarter over quarter, the power of compounding begins to take effect year over year. Right-click a metric on the report and select Filter On. To Enable or Disable a Graph Report to Inherit a Metric's Graph Color in MicroStrategy Developer. The steps below show you how to display and format titles for a graph. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Select the first four values. ). You get all the attributes and metrics as usual. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. Open a report in MicroStrategy Developer. Limit the Use of Derived Attributes or Metrics. 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. Edit the [% of case] metric, and then set the subtotal at. Select "Rank parameters". Create a report with attribute "Quarter", metric "Revenue" and "Rank Test". Open a report in MicroStrategy Developer or Web. Grouping determines how the metric aggregates. x-10. In MicroStrategy Web 9. Group Elements. The filter criteria for the report is found in the WHERE clause of the SQL statement which calculates the. CREATE METRIC "<metric_name>". Below there is an example of how to use it and create SVG metric by yourself. Select the Show check box to ensure that the legend is displayed on the graph. In Developer, the display settings for null values can be adjusted through Report Data Options. x - 10. To open a document in Design Mode, from a folder, right-click the document and select Edit. The New Prompt page opens. Create a report that includes required metrics, attributes and custom groups. The metric can also show a total by page, show a total for each value of the attribute, or show the grand. The following template contains metrics #1 and #2 above and the attributes 'Year' and 'Category'. Notice the metric [Count Customer] in the visualization drop zone is an automatically created derived metric. In the pane below, select the function to use to calculate data in the metric. This new metric should have the Level (dimensionality) by Category attribute, as shown below. or. Red dots: Indicate other measured values outside of the allowed range. This will force every column in this metric to display a value of '1'. x. 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. 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. Custom number formatting symbols. If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. Amalgamating various data points into a table to provide added context. Another important observation is not to forget to enable "Smart Metric”. In this example we will be creating Level Metrics in orde. The report automatically updates with the metric column you selected now hidden. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformThis article notes a workaround to dealing with percent to total derived metrics with custom groups. x when placed in a Report Services Document. The Metric Editor opens. This report shows the sum of sales for each month, for the previous row and the % change between them. Click OK. Run the report in Grid View. 3. These metrics can be created in MicroStrategy Agent as follows: Consider the following example values for Sales and Cost. To create a derived metric. First, a metric calculating the difference between Hire. For example, in a report with metrics "Revenue","Cost" and "Profit Margin" on it, the value of "Profit Margin" is in percentage so that it's much smaller than "Revenue" and "Cost". Drag the attributes and metrics to use as selectors from the Datasets panel to the empty selector. Only one filter or prompt can be associated with each metric, but that filter can contain multiple qualifications. This article explains how one can create a total metric at custom group element level in MIcroStrategy Developer 10. This knowledge base article documents how to calculate Percentage to Total in a metric subtotal in MicroStrategy Developer 9. 2. This value fires a metric alert and puts it in an active state. I'm trying to create a MicroStrategy document that has data from four freeform SQL reports. To start, build a report with the attributes Region and Year and the Units Sold metric. This is a single-value function. Export this report to Excel and create a new column called 'Percentage'. A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. The easiest one is to right click on the metric header name, go to shortcut metric, and use one of these options here. While all metrics have a formula, not all of them have. Set the selectors S1 and S2 to target the three grids at the same time. Creating and Adjusting Titles in MicroStrategy Developer. 4. Update Schema. 1. To add a transformation to a metric. x-10. To define a metric as a smart metric. To create a simple metric. In the Visualization Gallery, click Combo Chart to create a combination graph. Click Create on any page, and select New Metric. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. This is a group-value function. You need to know the number of regions, so you create a derived metric from the Region attribute. The Preferences dialog box opens. Create application objects. 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. Click Select Targets. Create a report with Category, and Revenue; 2. Log in to a project in MicroStrategy Developer. 3. The results of these calculations appear on your dossier. 4. 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 metric selector S1. Its minimum requirements are that one attribute and one metric be present on the report grid. You can define metrics by using the available functions to analyze your data and determine business measures. SYMPTOM: In Microstrateg Web/Developer a user is not able to apply filters to attributes/metrics in text boxes in a document detail section. KB14798: How to create a metric to calculate the number of days between a date attribute and the current date in MicroStrategy Developer 9. Creating a simple metric. 3) The Origin of the association of the Drill Map has to be set to the Local Template as shown in the image below. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. For example, in a report that shows. The Custom Group Editor appears. 1, derived metrics can be created by clicking on the down arrow next to the metric name in the Dataset Objects pane or Grid pane. From the Insert menu, select New Metric. a derived metric and reserve it for future use in a visualization. The following code demonstrates how to accomplish this: Dynamic aggregation is the process by which metric results at the base level returned by the database are further aggregated in the Analytical Engine in OLAP. MicroStrategy Developer provides users with the ability to create shortcut metrics such as transformation, percent to total and rank metrics on the fly. In the Open dialog box, navigate to the folder that contains the metric, select the metric, and click OK. You need to compare business unit costs on a quarterly basis. Create a report with Category and sub-category as its two columns. For example, if a report contains revenue by year and month, the numbers are calculated to reflect monthly sales data. 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. From the Insert menu, select New Training Metric to use derived metrics as part of Data Mining Services to create training metrics. In MicroStrategy, users can create an Average metric from an attribute description that. Additional metrics are displayed as lines on the graph. Define a derived metric with th expression below and set it as Aggregation From Base. Select the 'Running Sum parameters' option: Click the "Sort By" tab to select the custom group elements for. Apply to apply changes. How to calculate the top percent value of a metric based on the Total versus the Row count in MicroStrategy Developer 9. The Insert Function dialog box opens. To Create a Pie or Ring Chart. 85%; Percent value for 2007Q1 is 1,682,656 / 8,647,238=19. From the. To enable totals or subtotals for a metric. 1. You can select any of the values, but you must select at least 2. The calculation can restart based on attributes identified in the parameter settings. Select any project that is in the project source that. If a user wishes to only display a particular object from a dataset in the document detail section, they can create a. Loading. From the Data menu, choose Thresholds. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric that you chose to edit. 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. , append “_LY”). To calculate the Account Amount, create the following metric, called Actual Amount, to. For more information, see: Establish Connectivity to MicroStrategy Choose Data Collection Trigger that is going to initiate updating information in this Element; Choose MicroStrategy. Prerequisite. 1) create the report. For example, if a report contains revenue by year and month, the numbers are calculated to reflect monthly sales data. The definition is Max(1). Click Insert Visualization to add a new, blank visualization to the dossier. Metrics are similar to formulas in spreadsheet software. x behavior), put ;-at the end of the level statement (inside the braces). 24. 7. 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. 01:54. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. For the steps below to achieve the requirement in Tutorial project: In MicroStrategy Developer, create a Subtotal object, and input the expression, as shown below: Sum ( ( x / Sum (x) {} )) {@} Save the. g. The results of these calculations appear on your dossier. 4. If the format contains commas separated by number signs (#) or zeros, a thousands separator is used in the formatted text. Avg is often used to create subtotals and metrics based on fact data. Click Exit. Alternatively, from the Data menu, select Show Totals. 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. Click Next. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Transformation Metrics: Time-Based and Other Comparisons. When a user chooses a pie graph as visualization, it automatically gives the user a percent to contribution calculation in a tooltip, when hovering over different slices. Edit the [% of case] metric, and then set the subtotal at. Tutorial project is used here. To Create a Metric. Insert a new Bar Chart visualization. Due to the evaluation order used for smart metrics, compound metrics, and transformations, creating transformation metrics to display the. In the Thresholds Editor, click on "Apply the threshold on metric and subtotal values. Finally, add the calculation for the Year to Year comparison. Click the Options icon . This technical note explains how to display both value and percentage in a pie chart in MicroStrategy Developer Report Services Documents The following steps describe how to have both the value and percentage displayed in a pie chart in MicroStrategy Developer 9. Enter a name for the custom group in the Enter Custom Group Name Here field. To calculate an average while applying a weight to the values, see. Decide what condition the metric values must meet to have the threshold formatting applied. See the MicroStrategy Web Help for steps. Click Advanced, then New to create a custom subtotal. x and10. Use the following table to guide you through the available options. Display window for creating an attribute element prompt; Create a filter using the prompt created above. Note the picture with the definition. Create new metric Average (Revenue) via Revenue>New Metric>Average as shown below: Edit Average (Revenue) and change level to Region as shown below: Save the dashboard and create new. If all conditions are false, a default value is returned. The metric definition is shown below: Create a metric named 'Rank times Max of 1'. To Enable or Disable a Graph Report to Inherit a Metric's Graph Color in MicroStrategy Developer. Create a new Report R1 with the Subcategory and Item attributes and the Profit metric. Dynamic Custom Group in Dashboards or Dossiers. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. This metric combines the values stored in your database with the values of the metrics that calculate the percentage financial line items into a single metric. This function is used to display the ranking of values in a list relative to the other values. Select Custom as the Category and create the format using the number format symbols listed in the table below. The percentile refers, thus, to the top part of the percentage in which the item is located. 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. Need suggestions on this. The three dialog boxes are New Attribute, Create New Attribute Form, and Create New Attribute Form Expression. MicroStrategy has two kinds of transformations, that are expression-based transformations and Table-based transformations. 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. The report must be in either Grid view or Grid and Graph view. Each metric should use a color that can be easily distinguished from the colors used for other metrics. Create a report with a null/zero column in the grid at the element-metric level 2. The metric calculates only for the elements found in the filter definition. You can use filters to create the TY/LY comparison, as follows: To calculate this year's. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. 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,. Within the Titles category, select the check box for the title or label to display. Metrics play a critical role in MicroStrategy reporting. or. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. 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. Enter a description for the custom group in the Enter Custom Group Description Here field. Derived metrics are easy to create and can be made on-the-fly when you are viewing a report. Right-click the column (s) or row (s) to see displayed as percents of a total. In the Format Cells window, click on Numbers tab and select Percent under the Category section. Add a grid to the document with the Region attribute and Profit metric. Max (1) The metric definition is shown in the image below: Create a second metric with an apply simple statement and using the dummy metric on its definition, as shown below. x. Use the Object Browser to locate a fact, attribute, or metric to serve as the base formula for the metric. 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. To Create Metrics. Clear the Totals check box to remove the standard subtotals. Save the report. Using the rank or percent metric qualifications is not necessary with this operator. A second numeric value appears. It is a variant of MAPE in which the mean absolute percent errors is treated as a. In detail, the issues are: The tooltip values are reversed; i. For the steps below to achieve the requirement: In MicroStrategy Developer, edit the attribute . Steps are below to create a conditional metric. 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. Now i am not able to use the Week function on this derived metric because apparently Week only supports a metric type as its argument. Now this setting is applied to derived metrics in MicroStrategy Web despite the checkbox not being available in the GUI. Delete the previous derived metric, and insert the new derived metric, Percent to Total, in the grid. Select the Revenue metric (will appear as '. Metric calculations display information at simple as well as complex levels of. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. (This type of metric is called a conditional metric. For a more detailed description, see About the report level of a metric. Open the dossier you want to modify. 4. 5. Continue creating the metric (for example, adding levels or conditionality) . x-10. Click Switch to Function Editor. At this stage, all metrics are available in both S1 and S2, but the order is different. Click Toggle Totals on the Data toolbar. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. 4. To Create a Conditional Metric. 71K KB18021: How to calculate a level metric that has a condition based on a dynamic Max Date in. x. Log into a project in MicroStrategy Web. 5. If you are editing the If function, use the values in step 7. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Smart Metric Transformation. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. Creating derived metrics: You can create any type of derived metric by defining derived metric expressions using the Input Metric Formula dialog box. 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. To create a shortcut metric on a report,. Alias the metric name to something such as '. We use MicroStrategy Tutorial objects. Subtotals are totals of selected groups of your metric data, totaled at a level you select. Revenue + Profit. Create a report with at least one attribute and two metrics. 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. Click on the 'Subtotals' tab. To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. 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. xMetrics are MicroStrategy objects that represent business measures and key performance indicators. Open a new or existing dossier. Metrics are the representation of business measures and important performance indicators. To Create a Training Metric. 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. 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 DeveloperThe formula of a compound metric is based on arithmetic operators and non-group functions. This means you can have multiple unrelated attributes and metrics in different sets of columns that are then stitched together in one. 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. In the Datasets panel, double-click attributes and metrics to add them to the visualization. 4. Open the Report Editor. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Click Run to create the metrics listed. Add Country Id, Year Id, and the derived metric to the grid, define visualization filter on Month and set the attribute Join Type to be Outer Join - Ignore Filter 5. In the Functions pane, hover over the If or Case function and click Edit. Then it creates a third metric, a compound metric. Content In order to create a metric in MicroStrategy Visual Insight to filter on a specific attribute, a Case statement function can be used to get the designed results. The New Prompt page opens. For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. The Select a Function or Template dialog box opens. Delete Unused Objects. 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. In the list of categories on the left, click Subtotals. Rank. Step 1 Create a report with Category and sub-category as its two columns. To Create a Percent-to-Total Shortcut Metric. Perform the following steps. Inside 'Panel1', add a grid by clicking Insert 'Grid. The ApplyComparison function is used with comparison operators such as >, Like, and In, which accepts facts, attributes, and metrics as input. For steps to create a view filter in MicroStrategy Web, see the MicroStrategy Web Help. A derived metric performs a calculation on the fly with the data available on a report, without re-executing the report against the data source. From the Operator drop-down, select a logical operator. To calculate this year's revenue, add a filter for this year to the Revenue metric. This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. 4. ApplySimple("CONCAT(to_char(#0, 999999) , #1)", , ) Validate the expression. Create a new metric with the same definition of the metric above. In the Visualization Gallery, click Pie Chart or Ring Chart . 4.