That is, the metric calculates at the level of the target, if possible. Click "Existing Dataset" to import the report you just created. or. Open the dossier you want to modify. Data can be connected through an API, flat file, or database. Create a derived metric Percentage Total By Column Use the formula: You can display the bottom five metric values in green. This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. Loading. e. Select Format. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. 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. Create a standalone Derived metric DM : Create a new Intelligent Cube C01: Add the Quarter, Country, and Region attributes. Select Highest % to create a threshold based on the top percent of metric values. Right-click the column (s) or Select the portions of the report for which percent-to-total data is to be displayed. Conclusion and referenceTo Create a Transformation Shortcut Metric. Metric calculations display information at simple as well as complex levels of. This new metric should have the Level (dimensionality) by Category attribute, as shown below. This metric will serve as the denominator for the percent to total metric. From the Data menu, choose Thresholds. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. Choose "False" for "ByValue". Below there is an example of how to use it and create SVG metric by yourself. Consolidations are used to specify the data that you want to view in your report. 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. c. 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. Export this report to Excel and create a new column called 'Percentage'. The metric definition is shown below: Create a metric named 'Rank times Max of 1'. 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. Dynamic Custom Group in Dashboards or Dossiers. In report data options change aliasing for new metric to blankThis is a compound metric that calculates the percentage change between the previous row and the current row. This function is used to display the ranking of values in a list relative to the other values. ; Enter the XQuery statement required to connect to the third-party. Select Lowest % to create a threshold based on the bottom percent of metric values. You can then change the value (from 1). Stack Overflow. In MicroStrategy Tutorial, create a metric named Percentage Change in Revenue that calculates the percentage change in revenue as compared to last year's revenue as shown below: Click on Tools in the menu, select Formatting and then click on Values. To Create a Transaction Services Report. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. In the Datasets panel, double-click attributes and metrics to add them to the visualization. We can do it in three different ways. or. In MicroStrategy Tutorial, create a new report. Enter a name for the metric in the Metric Name field. This is a group-value function. Metric calculations display information at simple as well as complex levels of. Open a report in Graph View. As to the Month-to-Date(MTD) calculation, creating a table-based transformation, and a transformation metric is a general way. 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. Users may want to create a metric able to calculate the running product of a certain set of values, as shown in the table below:. Red area: Shows the time when the metric value was outside of the allowed range. To choose a metric, execute one of the following: In the Metric box, enter in the desired metric name 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. ') and make the column width to be 0 pixels,. Avg is often used to create subtotals and metrics based on fact data. 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. Here you just specify that the metric has no applicable subtotal. 6. 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. Creating derived metrics: You can create any type of derived metric by defining derived metric expressions using the Input Metric Formula dialog box. Using the MicroStrategy Tutorial project, follow the steps below in order to implement a RunningSum calculation only for a metric subtotal in MicroStrategy 1) Create the metric that needs to have the desired RunningSum subtotal, in this example, Metric1, as shown:Metrics are quantitative measures used to analyze the data in the particular context. 1 and above, percent bar graphs are not correctly displayed in Flash when the metrics have negative values. Modified 3 months ago. For a more detailed description, see About the report level of a metric. 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. Once data flows into the interface, the dashboard will come to life. Create a derived metric with formula (Revenue – Revenue) and add to columns 2. The selected metric appears, by default, as the first metric in the calculation. 01:54. Open the Report Editor. 4. 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. 3. The New Prompt page opens. 4. 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. Save the metric. In the example image below, the metric Revenue has been hidden, although the Percent Growth remains the same. Enter a name for the metric in the Metric Name field. The Select a Function or Template dialog box opens. If you are editing the Case function, use the values in step 8. Select Add Condition. Place 2014 (from Year attribute) in the a report attribute. Next, right click anywhere under the data source tab and near any of the measure fields. From the Insert menu, select New Training Metric to use derived metrics as part of Data Mining Services to create training metrics. Add the following expression if using SQL Server. Approach 2: MovingSum. Start by creating an element. Steps to Reproduce. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. Create a derived metric and reserve it for future use in a visualization. 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. When specifying the percentage value using Rank<ByValue=False>, please specify a fraction value between 0 and 1 that corresponds to the percentage value. For a more detailed description, see About the report level of a metric. The metric calculates only for the elements found in the filter definition. Each metric should use a color that can be easily distinguished from the colors used for other metrics. ; Click OK. 3. Open 'Last Years Dollar Sales' in the metric editor and highlight the 'Transformation' definition as shown below: Drag and drop the transformation 'Last Year. In a report using MicroStrategy 10. Additional metrics are displayed as lines on the graph. Setting "ByValue" to False enables. Enter the values to use as arguments. Metric MF can calculate percent revenue values for each row at its parent time level. 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. See below for the definition. The ApplyComparison function is used with comparison operators such as >, Like, and In, which accepts facts, attributes, and metrics as input. Step 1. Select Lowest % to create a threshold based on the bottom percent of metric values. The calculation can restart based on attributes identified in the parameter settings. Place the new metric in the desired location, as shown in the screen shot below: To create a custom metric format. Define the expression to be used. Create a new derived attribute by. The Card Editor appears. If the format contains commas separated by number signs (#) or zeros, a thousands separator is used in the formatted text. From the drop-down, select Metric Templates (at the bottom of the list). x. x - 10. Create four level metrics as shown below: Create a report with Year, Quarter and Month. Each metric should use a color that can be easily distinguished from the colors used for other metrics. Add DM. 1. To return all data where metric values are Null, create a view filter metric qualification on the metric that uses the Is Null function. 5. The report returns the following data when executed. Click Exit. Also notice the following:A transformation table is a type of relation table, normally used to create a transformation metric. The results report displays the sales data for only those products with inventory counts below the threshold value. Metrics are similar to formulas in spreadsheet software. Right-click the shortcut metric and choose Edit. 4. Choose Profit as answer for Metric_Prompt1 and Profit Margin for Metric_Prompt2. 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. Once the levels of the calculation are determined, then create a stand-alone metric to perform that calculation (Metric A) After the stand-alone metric (Metric A) has been created to perform the calculation based on desired levels, then create another metric as the Stdev() metric (Metric B), which will take the standard deviation of the stand. Inside 'Panel1', add a grid by clicking Insert 'Grid. Click Next when you finish selecting metrics, filters, and transformations. In the right pane, enter a name for the metric in the Metric Name field. 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. The Attribute Editor opens three dialog boxes, if the cascading dialog box option is enabled in the Developer Preference (as it is by default). Right-click the column (s) or row (s) to see displayed as percents of a total. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. Month Elements Filter definition; Create a report that only includes year on the grid. Create a report that includes required metrics, attributes and custom groups. ; On the Freeform Sources tab, select Create Transaction report. Metrics can be either simple or compound. 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. The metric values on MicroStrategy report may be on very wide scale. Also practical examples are used in this document in order to illustrate the. STEPS TO IMPLEMENT. 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. ACTION: This setting can be controlled through the advanced symbols at the end of a conditional derived metric formula. Click OK to return to the graph. Choose Pie > Pie Chart or Ring Chart . 5. A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. At this point, the grid should look like this: Create a new dossier. You will learn about a couple of Level Metric. 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. These metrics can be created in MicroStrategy Agent as follows: Consider the following example values for Sales and Cost. Each custom format can have up to four. Otherwise, to define tooltips for a single series, select the name of the series. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. We can do it in three different ways. From the Visualizations panel, select Grid . Create the metric to calculate / . Select Insert Metric and point to Percent To Total. 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. 2. Grouping. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. In the metric definition, Right click the Count function and select Count parameters. Place Cohort Group in Vertical area, Cohort Period in. 4)Define the drilling objects here in the Drill Paths section. 4. The actual thousands separator used depends on the session locale. From the Data menu, choose Advanced Thresholds Editor. If you are not, do one of the following: Edit an existing metric. KB8813: How to create a Percent to Total metric without OLAP Services permissions in Microstrategy Developer. This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. Next, we will change the number format to fixed with a thousand separators. The Metric Qualification dialog box opens. 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 a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. The easiest one is to right click on the metric header name, go to shortcut metric, and use one of these options here. You need to know the number of regions, so you create a derived metric from the Region attribute. " To apply thresholds to both metric values and subtotals on a report in MicroStrategy Web 9. This new metric should have the Level (dimensionality) by Category attribute, as shown below. It is based on MicroStrategy Tutorial. If the Auto-Apply Changes check box is cleared, click Apply to apply the view filter to the report. Metrics are similar to formulas in spreadsheet software. This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. Open MicroStrategy Web. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. The steps to create and use this metric is as follows. This is for example the case when measuring temperatures. Each Custom Group element should only include the attribute elements that the partial sum will be calculated for. Use this module to create or execute MicroStrategy Command Manager scripts. To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. On the Datasets panel, right-click the metric to use to create the derived metric, and select New Metric. Go to the Data menu > Report Data Options > Display > Alias. Select Lowest % to create a threshold based on the bottom percent of metric values. 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. 5. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. x-10. 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. It is possible to set the dynamic aggregation function of a metric using the MicroStrategy Intelligence Server SDK 9x. Metrics are completely reusable - they can be added to different reports or even other metrics. When a custom group is used, a Percent to Total derived metric sometimes returns incorrect data. You can display the top 10% of metric values with a green arrow. Create a report with Category, and Revenue; 2. Drag R2 to document as grid. , append “_LY”). 3. ; The pane on the left displays the Report Objects which shows the components (attributes, attribute forms, metrics, custom groups, consolidations, and so on) included. 5. Then it creates a third metric, a compound metric. Syntax Sum(IF((Attribute. e. 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. 4. Place an attribute in the Trend area to view the metric by a specific attribute element. 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. Open MicroStrategy Developer. If you have any questions or suggestions for a f. Editing shortcut metrics. Interactive, Express, etc. Add the subtotal created in the previous steps to the right window to be available for this metric, as shown below: Save and close the metric editor. You can narrow the list of functions displayed in the pane by doing one of the following:KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. A user creates a dual axis graph in a document, where one of the axes is used only for percent metrics. Create a dossier based on the cube. The Metric Editor opens. Select the function to use to calculate data in the metric. x-10. Select the area of the metric to format by selecting one of the following from the drop-down. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. The concat() function can be found in the string functions. Click the Options icon . Metric with an IF Function. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. if both conditions are met, then Red, else Green. More specifically, a “Percent to Total” metric can be created by clicking on the down arrow next to the metric name, and selecting. To enable totals or subtotals for a metric. Smart Metric Transformation is an advanced property that is hidden by default. Influences the interaction between the metric filter and the report filter. Create a derived metric and reserve it for future use in a visualization. For example, if attribute Region is 'Central' then derived metric value should be 'Profit + Cost'. Direct Cubes over View Reports. Select Highest % to create a threshold based on the top percent of metric values. Click Browse. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. Change the data of the report and re-execute it. Place Year in the row and Profit and Cost in the columns. Put Category and Region on the grid. Type the following for the name: "Total for the #P #0". It is a variant of MAPE in which the mean absolute percent errors is treated as a. The fuel for business dashboards is data, so each one needs to have one or more data sources. Open the Metric Editor. The metric can also show a total by page, show a total for each value of the attribute, or show the grand. 5. For a description of level metrics, including examples, see Level Metrics: Applying the Metric Condition to the Metric Calculation. You can use filters to create the TY/LY comparison, as follows: To calculate this year's. In MicroStrategy, users can create an Average metric from an attribute description that. Scorecards, dashboards, and reports can be. x-10. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. In the pane below, select the function to use to calculate data in the metric. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. The following steps describes how to create such derived metric. Some Known Limitations/Issues for 11. Once you get to the process of Data Collection, define the following: Choose Data Source that connects MicroStrategy and Metric Insights. Open the Input Metric Formula dialog box to create a new metric by performing one of the following steps: In Developer: Choose Insert > New Metric. To calculate an average while applying a weight to the values, see. Add these metrics into the report objects window of the. Use the Ctrl key to select multiple attributes and metrics. However, as explained in Moving Objects on a Graph Report, the location of these objects on your graph report determines. None excludes the attribute in the target from the GROUP. Create a simple metric. x - 10. 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. Click Switch to Formula Editor. To Create a. Select an in-memory cube. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. 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. Note that a custom group, 'Age Groups' from the MicroStrategy Tutorial project, is used in the page-by axis. 1:40. Set "Join Type" to "Join 92" in menu: Data -> VLDB Properties -> Joins -> Join Type, as shown below: Note: This step is only for users who use Access Database Warehouse to activate outer join type. This article explains how one can create a total metric at custom group element level in MIcroStrategy Developer 10. Create a report with Category, and Revenue; 2. You will learn about a couple of Level Metric. 4. Create the “% Active Cohorts” metric (Users from a Cohort that have visits in a period) [Total Users]/[Total Users Cohort] 8. 2. The New Prompt page opens. How to create percent to total metric at custom group element level in. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. 3. To Enable or Disable a Graph Report to Inherit a Metric's Graph Color in MicroStrategy Developer. The graph bar of Profit Margin is very inconspicuous when viewing the report in Graph bar. e. For example: Run the report as shown below: Percent value for Jan 2007 is 502,224 / 1,682,656=29. ). Create a new Custom Group. Select the Revenue metric (will appear as '. 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. This technical note lists the steps to create a stack bar graph that only displays the Totals, in MicroStrategy Developer 9. Create a second metric that is defined as Max(Region@ DESC). 3. The Select a Function or Template dialog box opens. Click Next. The legend frame is moved to one of the default locations on the graph report. For example: Run the report as shown below: Percent value for Jan 2007 is 502,224 / 1,682,656=29. g. You will see that one metric, is now on the Y1 axis and the other has switched to the Y2 axis. You can define metrics by using the available functions to analyze your data and determine business measures. Create a report with attribute 'Region', metric 'Revenue', 'Profit' and 'Cost'. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Metrics are calculations performed on your data. To start, build a report with the attributes Region and Year and the Units Sold metric. Open the Workstation window. See Level metrics: A practical overview for background information. 0 At MicroStrategy, we want to make our product smarter than the. Profit Margin = (6-5)/5 which equals 0. If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. Metrics are the representation of business measures and important performance indicators. Note the picture with the definition. 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'. Click on the "Validate" button to validate the formula. A pop-up appears which shows the create metric option. Case can be used for categorizing data based on multiple conditions. The first one is an array or list of values and the second. The Preferences dialog box opens. Lowest Percent Value: Adds a new threshold with the qualification predefined as "Percentage of selected metric Bottom 1". At this stage, all metrics are available in both S1 and S2, but the order is different. 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. Types of Test Metrics. 3. . 3. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. From the drop-down, select Metric Templates (at the bottom of the list). Log in to a project in MicroStrategy Developer. To create a metric. 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. Enter a name for the custom group in the Enter Custom Group Name Here field. For information on training metrics and creating predictive. … Number of Views 2. In the Properties and Formatting window, choose Properties > Selector. In MicroStrategy Web, create a new report with attribute Month in the row, metric Profit Percent Growth in the column. Review the Pie chart examples above for an example of this. Create a report with at least one attribute and two metrics. 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 define a Metric using a text based value prompt, directly type the prompt name. , (comma)Rank. Right-click a. To Create a Pie or Ring Graph. The results report displays the sales data for only those products with inventory counts below the threshold value. Turn on Dossier Cache.