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. You can display the top 10% of metric values with a green arrow. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Next, create a derived metric like this: Profit*rate. That is, the metric calculates at the level of the target, if possible. Type a value in the field on the right, or click Select Metric to choose another metric to compare the original metric to. Add the objects to a MicroStrategy report and different results are returned then expected: 4. Select the 'Running Sum parameters' option: Click the "Sort By" tab to select the custom group elements for. The grand total for the derived metric, Percent to Total, should display 100% as expected. The calculation can restart based on attributes identified in the parameter settings. {~+, 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). In Microstrategy Tutorial 1. Click Run to create the metrics listed. 85%; Percent value for 2007Q1 is 1,682,656 / 8,647,238=19. To Create a Transformation Shortcut Metric. 4. Select Highest % to create a threshold based on the top percent of metric values. To Create a Pie or Ring Chart. In the Functions pane, hover over the If or Case function and click Edit. Avg is often used to create subtotals and metrics based on fact data. Derived metrics are easy to create and can be made on-the-fly when you are viewing a report. 3. 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. From the MicroStrategy home page, click New Metric . On the Subtotals / Aggregation tab, select the Allow Smart Metric check box. In the Visualization Gallery, click Combo Chart to create a combination graph. Modified 3 months ago. To calculate an average while applying a weight to the values, see. Re-import your table again in the same MTDI cube. To modify the format, select one or more number formats offered in the editor. To Create a Transaction Services Report. To select the metric (s) for which users can define their filters, on the Definition tab, choose one of the following options: Choose a metric: Browse to and select a specific metric to use. Create a derived metric and reserve it for future use in a visualization. In this example we will be creating Level Metrics in orde. In the Functions pane, search for the If or Case functions. Open 'Last Years Dollar Sales' in the metric editor and highlight the 'Transformation' definition as shown below: Drag and drop the transformation 'Last Year. To create a rank shortcut metric. Update Schema. 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. To define a metric as a smart metric. In the Datasets panel, right-click the attribute to use to create a derived metric and choose Duplicate as Metric. 3. 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. To create a derived metric. 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 the Options icon . From the Data menu, choose Advanced Thresholds Editor. Create a derived metric Percentage Total By Column Use the formula: You can display the bottom five metric values in green. Expand the Series category. Click the Options icon . To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. 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. We can do it in three different ways. The results of these calculations appear on your dossier. To enable totals or subtotals for a metric. In MicroStrategy, users can create an Average metric from an attribute description that. Insert a new Bar Chart visualization. In the list of categories on the left,. In MicroStrategy Developer, choose File > New > Report. 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 Right-click the column (s) or Select the portions of the report for which percent-to-total data is to be displayed. Need suggestions on this. Click Next when you finish selecting metrics, filters, and transformations. x . Edit the [% of case] metric, and then set the subtotal at. Run the report in Grid View. Add it to the grid as shown below: Metric Expressions. Create a new derived attribute by. 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. or. Use this module to create or execute MicroStrategy Command Manager scripts. Place 2014 (from Year attribute) in the a report attribute. In a report using MicroStrategy 10. A user creates a dual axis graph in a document, where one of the axes is used only for percent metrics. Unless the defaults are changed, the function ranks the values in ascending order by the value of the metric, and the rank is an integer. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. In detail, the issues are: The tooltip values are reversed; i. Delete the previous derived metric, and insert the new derived metric, Percent to Total, in the grid. To create a shortcut metric on a report, click the report's name to execute it. 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. 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. Browse to the Platform Analytics Cube in the Platform Analytics Project and select the option to create a new dossier. 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. Select Format. Create a derived metric and reserve it for future use in a visualization. Put Category and Region on the grid. Enter a name for the metric in the Metric Name field. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. In the Metric editor, write the formula for the average sales. Conclusion and referenceTo Create a Transformation Shortcut Metric. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. x. To select the metric (s) for which users can define their filters, on the Definition tab, choose one of the following options: Choose a metric: Browse to and select a specific metric to use. Create a user-defined subtotal. 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). The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. The Insert Function dialog box opens. 56K KB20520: Percent to Total metric calculates the grand total according to the values reflected on the report instead of the… You can display the bottom five metric values in green. Use a percent-to-total shortcut metric to show cell-level values as percents of an accumulated row or column total. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. Let’s create derived metrics. 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. Now create the Pareto Percentage by creating a new metric that divides RunningSum with this grand total metric, as shown below: For clarity, put all the metrics on the report as shown below, and the correct sorting is done by selecting the percentage metric and clicking on the 'Ascending' Icon: Now add a suitable total to get the desired look. While all metrics have a formula, not all of them have. 4. 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. x. Create a report with a null/zero column in the grid at the element-metric level 2. Click the Options icon . Input the metric formula. Save the cube, and run it to publish. Below there is an example of how to use it and create SVG metric by yourself. In the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. Inheriting metric graph color is enabled by default. When enabling a threshold to a percentage on a report in MicroStrategy Developer 9. x, it is not applied to the values. You will learn about a couple of Level Metric. Derived metrics are easy to create and can be made on-the-fly when you are viewing a report. 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. Select the function to use to calculate data in the metric. Open a report in MicroStrategy Developer. ApplySimple (". In the Navigation pane, click Create a New Card next to Cards. Select 'Add a Metric qualification' and click OK. To select the metric (s) for which users can define their filters, on the Definition tab, choose one of the following options: Choose a metric: Browse to and select a specific metric to use. Turn on Dossier Cache. (This type of metric is called a conditional metric. As you grow MOM and quarter over quarter, the power of compounding begins to take effect year over year. Click Run to create the metrics listed. Display window for creating an attribute element prompt; Create a filter using the prompt created above. Name the derived metric using the top most text field in the window. Displays the number as a percentage. For details on conditional metrics, see the Advanced Reporting. Percent-to-total shortcut metrics display the percent in relation to a selected total of each item affected by the metric. This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. x-10. Here is the general principle: Import your table with a date attribute. 5. 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. Is Null. x - 10. 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. Also notice the following:A transformation table is a type of relation table, normally used to create a transformation metric. Select Lowest % to create a threshold based on the bottom percent of metric values. x. Modify the date to add 1 year (as to simulate the Last Year value). 2. Select Insert Metric and point to Percent To Total. Click Condition on the Metric component pane. 5. The concat() function can be found in the string functions. 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". Click Create on any page, and select New Metric. Create a third metric that is defined as a concatenation of the two previous metrics as seen below. All of the freeform SQL reports would have the following format. And last but not least, MAPE can not be used when using percentages make no sense. They are pretty similar to the formulas you see in spreadsheet software. The graph bar of Profit Margin is very inconspicuous when viewing the report in Graph bar. Enter . x. Dividing one metric into another. 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'. For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. Create application objects. This metric will serve as the denominator for the percent to total metric. The node percentage for the dominant score can be considered as the confidence in the node's score. Displays the number as a percentage, by multiplying the number by 100 and appending the percent character (%). To create a Metric Qualification prompt. For information on training metrics and creating predictive. Create a derived metric and reserve it for future use in a visualization. 9-10. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. Profit Margin = (6-5)/5 which equals 0. The Select a Function. x, only one metric data label is displayed. Click OK. Create a report with at least one attribute and two metrics. The results report displays the sales data for only those products with inventory counts below the threshold value. For example, in a report that shows. Syntax Sum(IF((Attribute. 2. Step 2. Create the metrics as follows: 2. 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. In the Datasets panel, select the metrics you want to combine into a derived metric. Subtracting one metric from another then dividing it into another number to express a metric as a percentage. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. xTo change the order of the transformations, select a transformation and use the directional arrows to re-position it. Each ring can have conditional formatting and can show progress against a fixed value or another metric. Follow the steps in KB4374 to create a transformation on the attribute year. x-10. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. If all the metrics in the percent bar graph have only non-negative values, or if the document is viewed in a different view mode (e. Enter a description for the custom group in the Enter Custom Group Description Here field. x-10. The selected metric appears, by default, as the first metric. Basic Card. Select any project that is in the project source that. 69%; Percent value for total revenue of all. In the right pane, enter a name for the metric in the Metric Name field. x Users have the option of setting a certain percentage of a metric's values to be displayed by using the. Alternatively, 4. In MicroStrategy Developer, right-click a metric and select Edit. Of a total calculated for each value of the. Users may want to create a report with a metric that has the current date of execution as a column on a report in MicroStrategy Developer 9. Drag the attributes and metrics to use as selectors from the Datasets panel to the empty selector. A pop-up appears which shows the create metric option. Click the name of a report to execute it. Create a report with attribute Year and metric Revenue, Profit, Cost, Average Revenue and Revenue Target. 1. 3. Creating a simple metric. Approach 2: MovingSum. The metrics are created in the location specified. In the pane below, select the function to use to calculate data in the metric. 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. Note that a custom group, 'Age Groups' from the MicroStrategy Tutorial project, is used in the page-by axis. Open MicroStrategy Web. Metrics are MicroStrategy objects that represent business measures and key performance indicators. 7. Increases appear in green with the plus sign. 5. 1:40. Enter 0 in the Width field. In the metric definition, Right click the Count function and select Count parameters. g. 3. 56K KB20520: Percent to Total metric calculates the grand total according to the values reflected on the report instead of the…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. 50 (or 50%). Right-click a. Create a new Report R1 with the Subcategory and Item attributes and the Profit metric. Create a derived metric and reserve it for future use in a visualization. A user may want to create an attribute with an alternating expression depending on a certain condition, a conditional attribute. 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. The selected metric appears, by default, as the first metric in the calculation. This metric will serve as the denominator for the percent to total metric. You can display the top 10% of metric values with a green arrow. Gateways and Connectors. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. Add a grid to the document with the Region attribute and Profit metric. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. x? Knowledge Base: How to concatenate two. This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. The Preferences dialog box opens. Save the metric. From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph. The following steps can be used to concatenate two attribute forms. This Technical Note describes an issue when using a gauge graph to display multiple metrics in MicroStrategy Developer 10. The Thresholds icon on the toolbar, which allows users to show or hide thresholds, in MicroStrategy Web is also disabled. This is a single-value function. Ask Question. Lowest Percent Value: Adds a new threshold with the qualification predefined as "Percentage of selected metric Bottom 1". The grouping options for levels include: Standard, which groups by the attribute level of the target. 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 the Format icon . , append “_LY”). 1. For example, in a report that shows. Subtotals. The New Prompt page opens. Save the dashboard. This is a group-value function. Create a report with Category, and Revenue; 2. Double-click 'Add Qualification'. One is to create a filter in Developer based on the metric you want to limit to the Top 10. … Number of Views 2. 6. x-10. Select 'Yes or 'No' from the drop down list. Run the report in graph view with Vertical bar >Clustered style. ), then the graph is correctly rendered. To insert these metrics into a report, highlight a metric and from the. In MicroStrategy Web create a new Visual Insight dashboard with the Year attribute, Region attribute and the Revenue metric. For more information, see Simple vs. Bounce rate is an Internet marketing term used in web traffic analysis. This is an OLAP function. You can display the bottom 50% of metric values. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. 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. Step 1. Push-Down Derived Attributes for Live Connection Cubes. A transformation table is a type of relation table, normally used to create a transformation metric. Additional metrics are displayed as lines on the graph. g. Inside 'Panel1', add a grid by clicking Insert 'Grid. Type a name for the metric in the Metric Name field. 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. 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. Create a dossier based on the cube. Then it creates a third metric, a compound metric. Steps are below to create a conditional metric. Click Next. SciVal provides strategic insights to help your research programs thrive. 45 -> 24. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Tooltip on Pareto chart for percentage line metric is displaying incorrect value and is not inheriting value formatting in MicroStrategy 9. Avg calculates the sum of a single value list and divides the result by the number of values in the list. x:Synopsis: Figure 1 describes different scenarios that are described later in greater detail. Prerequisite. To insert these metrics into a report, highlight a metric and from the. 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. Place Year in the row and Profit and Cost in the columns. The Level (Dimensionality) definition pane displays below the Metric component area. or. To enable or disable Smart Totals in MicroStrategy Developer, follow the steps below: Open the compound metric in the metric editor. To enable totals or subtotals for a metric. 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. This is a group-value function. Create a report with attribute 'Region', metric 'Revenue', 'Profit' and 'Cost'. As to the Month-to-Date(MTD) calculation, creating a table-based transformation, and a transformation metric is a general way. Row percent-to-totals refer to the attribute in the. Interactive, Express, etc. Set "Join Type" to "Outer Join" for metric "Revenue" in menu:. x, select 'Project Documentation' from the Tools menu to start the wizard. In MicroStrategy Web, navigate to and click on the report to be displayed as a Lipstick or Overlapping Bar. Create a new metric. Press and hold the Ctrl key to select multiple metrics. The Custom Group Options dialog box opens. There are a couple of ways to do it. 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. The number is multiplied by 100 and the % character is appended. x - 10. Transformation Metrics: Time-Based and Other Comparisons. Double-click the object. Create a second metric defined as Count(Quarter) with the level set to Quarter and grouping set to none. CREATE METRIC "<metric_name>". Creating Bullet Chart – example To use that visualization, we need 3 metrics. Click Switch to Formula Editor. Create a new Derived. From the Visualizations panel, select Grid . How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. Log into a project in MicroStrategy Web. To Create a Percent-to-Total Shortcut Metric. This new metric should have the Level (dimensionality) by Category attribute, as shown below. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. 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. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. If you are not, do one of the following: Edit an existing metric. In the drop-down list underneath, select the metric you wish to hide. Avoid Duplicated Datasets. 01:54. To create a metric. Open the dossier you want to modify. To enable totals or subtotals for a metric. 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. The steps below give a detailed explanation on how to. Place the new metric in the desired location, as shown in the screen shot below: To create a custom metric format. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. Identifies values that are null. This is an OLAP function. 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. = 100%. x - 10. To calculate this year's revenue, add a filter for this year to the Revenue metric. This issue is documented in "KB16618 - Percent to total derived metrics in a report with a custom group in the page axis return lower percentages than expected in MicroStrategy Engine". Click Advanced. Add the metric from Step 2 to the report shown above. Here is how you would calculate the MOM percent increase: MOM increase = ($200 – $100)/$100 * 100. You can narrow the list of functions displayed in the pane by doing one of the following: If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. Open a report in Graph View.