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. ; Click OK. Enter a new name for the custom group element and press ENTER. In the list of categories on the left, click Subtotals. A pop-up appears which shows the create metric option. This new metric should have the Level (dimensionality) by Category attribute, as shown below. ') and make the column width to be 0 pixels,. To Create a Metric Using the Formula Editor. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. They allow you to group attribute elements in new ways without changing the metadata and. Click Save and Close to save your changes and close the Metric Editor. Case. We use MicroStrategy Tutorial objects. It is based on MicroStrategy Tutorial. This function is used to display the ranking of values in a list relative to the other values. Select Add Condition. Prerequisite. Change the data of the report and re-execute it. Is Null. For example: Run the report as shown below: Percent value for Jan 2007 is 502,224 / 1,682,656=29. In this video I will show you have to use nested metrics to average data at various levels within a report. Right-click a metric on the report and select Filter On. or. Modify the Performance metric to use an expression that qualifies performance into three groups rather than two. KB14798: How to create a metric to calculate the number of days between a date attribute and the current date in MicroStrategy Developer 9. From the Operator drop-down, select a logical operator. This is an OLAP function. To enable totals or subtotals for a metric. ( How?) If the Object Browser (the list of folders and objects) is not displayed, select Object Browser from the View menu. Profit Margin = (6-4)/4 which equals 0. Create a new Derived. Save the metric. Additional metrics are displayed as lines on the graph. (browse) to locate the metric. Add the objects to a MicroStrategy report and different results are returned then expected: 4. x-10. Click the Options icon . 5. 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. Type the following for the name: "Total for the #P #0". Smart Metric Transformation is an advanced property that is hidden by default. In the list of categories on the left, click Subtotals. 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. Inheriting metric graph color is enabled by default. A pop-up appears which shows the create metric option. Click Create on any page, and select New Metric. SciVal provides strategic insights to help your research programs thrive. Enter . Create attributes , , and facts , accordingly. Create a new metric. The report must be in either Grid view or Grid and Graph view. Its minimum requirements are that one attribute and one metric be present on the report grid. To align the dollar signs on the report, edit the metric format by selecting 'Custom' and entering '_ ($* 0. Project Metrics: It can be used to measure the efficiency of a project team or any testing tools being used by the team members. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Choose "False" for "ByValue". 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. A simple metric consists of a formula and a level: The formula of a simple metric is a mathematical expression based on at least one group function (such as sum or average) applied to facts, attributes, or metrics. Create a report with attribute "Quarter", metric "Revenue" and "Rank Test". The Metric Column Alias Options dialog box opens. In MicroStrategy Developer, right-click a metric and select Edit. Open the Workstation window. Syntax Sum(IF((Attribute. 4. Log in to a project in MicroStrategy Developer. Select Lowest % to create a threshold based on the bottom percent of metric values. In MicroStrategy Developer, you can create the following. We can do it in three different ways. Click on the word "Rank" to highlight and then right-click to show the "Rank" function's menu. Enter a name for the metric in the Metric Name field. 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. From the Functions list on the left, browse to and select the function to use to. x - 10. Right-click a. Save the subtotal object as "Percent to Total". To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. In the Datasets panel, right-click the attribute to use to create a derived metric and choose Duplicate as Metric. The results of these calculations appear on your dossier. The result of this setting is reflected in the GROUP BY clause of the SQL command. To modify the format, select one or more number formats offered in the editor. Creating derived metrics: You can create any type of derived metric by defining derived metric expressions using the Input Metric Formula dialog box. A user may want to create an attribute with an alternating expression depending on a certain condition, a conditional attribute. Create a report with attribute 'Region', metric 'Revenue', 'Profit' and 'Cost'. ). The definition is Max(1). If the Region attribute is removed from the grid, the metric value is dynamically aggregated to the Day level. Click the name of a report to execute it. Select the function to use to calculate data in the metric. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. If you are editing the If function, use the values in step 7. Metrics are calculations performed on your data. Add the metric from Step 2 to the report shown above. Enter the values to use as arguments. 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. To create a rank shortcut metric. Open the dossier you want to modify. Ensure that the Tooltips check box is selected. This ensures that graph report results are easy to decipher based on color. Select Format. This value fires a metric alert and puts it in an active state. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. Create a Sum(Cost) metric with the level set to Quarter and grouping set to none. This new metric should have the Level (dimensionality) by Category attribute, as shown below. Of a total calculated for each value of the. x and 10. You will learn about a couple of Level Metric. CREATE METRIC "<metric_name>". For example, if attribute Region is 'Central' then derived metric value should be 'Profit + Cost'. To create a smart metricThe Pie chart is a flexible graph format because you can create one from a number of attributes, metrics, and other report objects. If you have any questions or suggestions for a f. 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. or. Open a report in MicroStrategy Developer or Web. KB441377: Full Outer Join Optimization implemented in MicroStrategy. Press and hold the Ctrl key to select multiple metrics. Select Lowest % to create a threshold based on the bottom percent of metric values. If a user wishes to only display a particular object from a dataset in the document detail section, they can create a. In the right pane, enter a name for the metric in the Metric Name field. Percent-to-total shortcut metrics display the percent in relation to a selected total of each item affected by the metric. In MicroStrategy Web 9. To return all data where metric values are Null, create a view filter metric qualification on the metric that uses the Is Null function. Use the following table to guide you through the available options. Changing the display of null values This displays data with metric values between 1% and 19% and between 41% and 100%. … Number of Views 2. Influences the interaction between the metric filter and the report filter. Gateways and Connectors. 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. Loading. Open the dossier you want to modify. In the list of categories on the left,. Open the dossier you want to modify. Open a new or existing dossier. This is a method to get horizontal bar charts and % change arrows within a grid. Revenue + Profit. The report returns the following data when executed. Metrics are MicroStrategy objects that represent business measures and key performance indicators. 3) The Origin of the association of the Drill Map has to be set to the Local Template as shown in the image below. . 7. This returns the average (arithmetic mean) of the listed values. Enter . From the MicroStrategy home page, click New Metric . Click OK to return to the graph. 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 Input Metric Formula dialog box opens. 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. Choose Graph > Titles and Labels. Another important observation is not to forget to enable "Smart 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: 24. How are metrics ordered in thresholds in MicroStrategy Developer. Log in to a project in MicroStrategy Developer. Click Insert Visualization . A typical case is to create a derived metric to perform calculations between columns of metric data. The grand total for the derived metric, Percent to Total, should display 100% as expected. Use attribute in Tutorial project as an example. Some Known Limitations/Issues for 11. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. Open the dossier you want to modify. Place Cohort Group in Vertical area, Cohort Period in. Within the Titles category, select the check box for the title or label to display. To Create a Conditional Metric. 1 and above, percent bar graphs are not correctly displayed in Flash when the metrics have negative values. . 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. Click Switch to Formula Editor. A custom group is a set of special filters that can be placed on a template. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. 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. Set "Join Type" to "Outer Join" for metric "Revenue" in menu:. You can create a new metric by subtracting the values of one metric from the values of another metric, such as Revenue Forecast - Revenue. Save the dashboard. Right-click the shortcut metric and choose Edit. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. To create a derived metric. Number of Views 3. Delete the previous derived metric, and insert the new derived metric, Percent to Total, in the grid. The Select a Function or Template dialog box opens. 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. 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. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. 7. 6. Increases appear in green with the plus sign. Create a report with at least one attribute and two metrics. See Level metrics: A practical overview for background information. Remove related report filter elements. This metric will display the quotient of 'Max of 1' and 'Rank Revenue' metrics. Click Browse. ), then the graph is correctly rendered. When specifying the percentage value using Rank<ByValue=False>, please specify a fraction value between 0 and 1 that corresponds to the percentage value. 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. Type the text of the desired macro or your own static text. Run the report in graph view with Vertical bar >Clustered style. When the 'Customer' attribute is removed from the grid, the newly created metric dynamically shows the distinct count of customers at the Day, Region level as s hown below. Since the YoY Percent Change is a real percentage we need to change the formatting to a percent. Metrics are calculations performed on your data. Ask Question. From the first drop-down list, select Series Values. To enable or disable Smart Totals in MicroStrategy Developer, follow the steps below: Open the compound metric in the metric editor. 2987. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. 4. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. Click Next. 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. Viewed 13k times. Select Insert Metric and point to Percent To Total. Use a percent-to-total shortcut metric to show cell-level values as percents of an accumulated row or column total. 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. This is a group-value function. Click OK. 4. Create a report with attributes and , and metric . The graph bar of Profit Margin is very inconspicuous when viewing the report in Graph bar. Run the report. 3. Empower end users to easily compare and measure the performance of metrics in an intuitive way with the new multi-metric KPI visualizations. Step 1 Create a report with Category and sub-category as its two columns. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Turn on Dossier Cache. In the Functions pane, hover over the If or Case function and click Edit. Let’s create derived metrics. The filter criteria for the report is found in the WHERE clause of the SQL statement which calculates the. To open a document in Design Mode, from a folder, right-click the. For example: ApplyComparison ("#0>#1", Store@ID, Month@ID) To use a special fixed comparison operator (for example, MYCOMPARISON) in a condition (WHERE clause) comparing the IDs of attribute1 and. Create a second Intelligent Cube C02: Add the Year, Quarter, and Category attributes. Subtotals. 1:40. Ring charts are designed to show progress against a fixed value or metric, clearly and easily displaying KPI's. 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. You can select any of the values, but you must select at least 2. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Create the metrics as follows: 2. For a more detailed description, see About the report level of a metric. Click Save and Close to save the metric and close. None, which excludes the attribute in. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. The following template contains metrics #1 and #2 above and the attributes 'Year' and 'Category'. From the Data menu, choose Thresholds. Metrics are similar to formulas in spreadsheet software. Example 2: How to create a dossier that shows all objects that use a certain metric 1. Create a derived metric and reserve it for future use in a visualization. Create a report with attribute Year and metric Revenue, Profit, Cost, Average Revenue and Revenue Target. Identifies values that are null. Select an operator from the drop-down that describes how you want to filter data, such as Greater than or Equals. The Level advanced options dialog box opens. … Number of Views 2. Derived Attribute; Steps to Reproduce. Metric with an IF Function. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). To open a document in Design Mode, from a folder, right-click the document and select Edit. 4. Open 'Last Years Dollar Sales' in the metric editor and highlight the 'Transformation' definition as shown below: Drag and drop the transformation 'Last Year. Under Categories, select Database Instances, then SQL Data warehouses. Inside 'Panel1', add a grid by clicking Insert 'Grid. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. In free-form layout, we provide an intuitive way to let you visually “group” containers together. From the Insert menu, select New Training Metric to use derived metrics as part of Data Mining Services to create training metrics. If the Auto-Apply Changes check box is cleared, click Apply to apply the view filter to the report. The graph item for the smallest metric value in the visualization appears as a percentage of the size of the largest item. Go to Graph Options -> Series, set Profit and Revenue to show as Line and check 'Show Data Labels'. 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. Metrics are calculations performed on your data. Here you just specify that the metric has no applicable subtotal. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Add it to the grid as shown below: Metric Expressions. KB17619: How to create a conditional attribute in MicroStrategy Desktop 8. 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. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. Follow the next steps to create this type of metric. Dynamic Custom Group in Dashboards or Dossiers. The default metric formatting for currency, displays the dollar sign ($) on the metric without being aligned (two spaces to the left of the first unit). To enable totals or subtotals for a metric. Click Next when you finish selecting metrics, filters, and transformations. At this stage, all metrics are available in both S1 and S2, but the order is different. To create a Metric Qualification prompt. 3. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. x . For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. How to create percent to total metric at custom group element level in. In the Thresholds Editor, click on "Apply the threshold on metric and subtotal values. {~+, Region+;-} To exclude filter attributes not on the report or in the metric level from calculation in the metric, put ;/ at the end of the level statement (inside the braces). Through metrics, MicroStrategy can calculate employee counts, inventory levels, revenue, or can visit a web page. Push-Down Derived Attributes for Live Connection Cubes. 2. Interactive, Express, etc. a derived metric and reserve it for future use in a visualization. Create the derived metric as demonstrated below: 3. Metrics are calculations performed on your data. 20 (or 20%). 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. 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. A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other metrics. SYMPTOM: In Microstrateg Web/Developer a user is not able to apply filters to attributes/metrics in text boxes in a document detail section. 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. Select desired decimal point. 2. Alternatively, from the Data menu, select Show Totals. Click Advanced, then New to create a custom subtotal. Click Exit. x Users have the option of setting a certain percentage of a metric's values to be displayed by using the. To create a Metric Qualification prompt. The results report displays the sales data for only those products with inventory counts below the threshold value. The actual thousands separator used depends on the session locale. Create the metrics as follows: 2. Select Highest % to create a threshold based on the top percent of metric values. In the top toolbar, click Insert Visualization . In detail, the issues are: The tooltip values are reversed; i. (This type of metric is called a conditional metric. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. Run the report in Grid View. NOTE 1:Follow these steps to enable drilling on metrics: In MicroStrategy Developer. Start by creating an element. In addition, a colored badge appears with the percent of increase or decrease. Custom number formatting symbols. under the "Insert" menu. The following explains a workaround for creating a Pareto percentage chart with only one metric that will show the percent to total line and show the legend. In the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. However, as explained in Moving Objects on a Graph Report, the location of these objects on your graph report determines. More specifically, a “Percent to Total” metric can be created by clicking on the down arrow next to the metric name, and selecting. Review the Pie chart examples above for an example of this. 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. You can display the bottom five metric values in green. Creating and Adjusting Titles in MicroStrategy Developer. Also practical examples are used in this document in order to illustrate the. The calculation can restart based on attributes identified in the parameter settings. For example, derived metrics can be used to subtract the data of one. 6. Metrics are calculations performed on your data. You need to know the number of regions, so you create a derived metric from the Region attribute. A percent-to-total shortcut metric displays the percent in relation to a selected total of each item affected by the metric. This metric will serve as the denominator for the percent to total metric. To Create a Pie or Ring Chart. Create a new Report R1 with the Subcategory and Item attributes and the Profit metric. Click Create on any page, and select New Metric. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. Choose Pie > Pie Chart or Ring Chart . The easiest one is to right click on the metric header name, go to shortcut metric, and use one of these options here. Or you can turn on "Smart totaling" with a checkbox in the same tab. 9. The transformation to apply to the metric has already been created. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. For example, we can use percentage to total, and just say by columns, and now we have the percentage that these guy represents of the total. Create a report with at least one attribute and two metrics. 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. Add the “Component Object” attribute to the filter panel and filter on the metric that is of interest. 1:40. Select the Revenue metric (will appear as '. Click Switch to Function Editor. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Once data flows into the interface, the dashboard will come to life. Change the graph type to 'Vertical Bar:DualAxis Stacked'. MicroStrategy stock is up roughly 246% in 2023, and jumped more than 6% on. If the selected metric is a transformation shortcut metric, the Metric Editor opens. For example, we can use percentage to total, and just say by columns, and now we have the percentage that these guy represents of the total. Open MicroStrategy Web. From the Function drop-down, select the part of the metric that will be filtered on: Metric Value, Rank, or Percent. 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. Formula and dimensionality are the two important components in a metric. 4. x, it is not applied to the values. To set a metric as nonaggregatable, follow the steps below: Open the Metric Editor. 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. Creating Bullet Chart – example To use that visualization, we need 3 metrics. Add it to the grid as shown below:Metric Expressions. Given the following objects: Metrics: PROFIT: Sum (Profit) {~+} : Rank<ASC=False> (PROFIT) * : Percentile<Ascending=False> (PROFIT, 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. 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. 54K KB20520: Percent to Total metric calculates the grand total according to the values reflected on the report instead of the…To Create a Combination Graph. If DHTML is disabled: From the drop-down list, under Format, select Legend. Steps to Reproduce. Then it creates a third metric, a compound metric. When changing the removing the profit derived metric from the data set notice the expected results are returned:If you want to qualify the values of a metric into more than two groups, create a derived metric using the Case function. If the format contains commas separated by number signs (#) or zeros, a thousands separator is used in the formatted text. Metrics are similar to formulas in spreadsheet software. Note the picture with the definition. If you are editing the If function, use the values in step 7. Click on the YoY Percent Change measure then on the Modeling ribbon click the % symbol in the formatting. For example, the simple report shown below displays the quarterly percent growth for each region. Create a second metric that is defined as Max(Region@ DESC). Create a metric selector S2. 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. c. The Custom Group Editor appears. These privileges are part of OLAP Services. In the Functions pane, hover over the If or Case function and click Edit. Derived metrics are easy to create and can be made on-the-fly when you are viewing or creating a report, allowing you to create a metric while focusing on a given report. As you grow MOM and quarter over quarter, the power of compounding begins to take effect year over year. Displaying a previously hidden metric columnThe Insert Function dialog box opens. For steps to create a view filter in MicroStrategy Web, see the MicroStrategy Web Help. To choose a metric, execute one of the following: In the Metric box, enter in the desired metric name and. Enter a.