A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. Highlight and right-click on the function name "RunningSum". Click Next. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. x - 10. None, which excludes the attribute in. This function is used to display the ranking of values in a list relative to the other values. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. Right-click the column (s) or row (s) to see displayed as percents of a total. 2. SYMPTOM: In Microstrateg Web/Developer a user is not able to apply filters to attributes/metrics in text boxes in a document detail section. 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. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. Metrics are MicroStrategy objects that represent business measures and key performance indicators. A pop-up appears which shows the create metric option. Type a name for the metric in the Metric Name field. 5. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Open MicroStrategy Developer. NOTE: If the above drop down list is disabled, the metric is not a compound metric and so smart totaling does not apply. Smart Metric Transformation is an advanced property that is hidden by default. In the Thresholds Editor, click on "Apply the threshold on metric and subtotal values. It is a variant of MAPE in which the mean absolute percent errors is treated as a. The Card Editor appears. x Enabling the 'Show Data Labels' and 'Show total' options on a vertical bar:stacked graph will display all of the metric values along with the totals in MicroStrategy Developer 9. Identifies values that are null. 3. Ask Question. On the Datasets panel, right-click the metric to use to create the derived metric, and select New Metric. x. Create a report that includes required metrics, attributes and custom groups. The grouping options for levels include: Standard groups by the attribute level of the target. 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. Step 1. The results of these calculations appear on your dossier. The graph item for the smallest metric value in the visualization appears as a percentage of the size of the largest item. 3. For example, in a report that shows. The concat() function can be found in the string functions. 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). KB17619: How to create a conditional attribute in MicroStrategy Desktop 8. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Additional metrics are displayed as lines on the graph. There, in the 'Number' tab, choose 'Percentage'. Different types of shortcut metrics are edited in different interfaces. You can define metrics by using the available functions to analyze your data and determine business measures. 3. The mobile placement order follows a “Z-path” (left-to-right and top-to-bottom order). The following steps can be used to concatenate two attribute forms. Click the Format icon . The following steps describes how to create such derived metric. 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. Row percent-to-totals refer to the attribute in the. Create application objects. Formula and dimensionality are the two important components in a metric. De-select the metric checkbox for Random Number. You can display the bottom 50% of metric values. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric that you chose to edit. The results report displays the sales data for only those products with inventory counts below the threshold value. 1:40. Create attributes , , and facts , accordingly. You can display the bottom 50% of metric values. A simple metric can also contain non-group functions or. I want to create a new Metric, using MicroStrategy Metric Editor, to check two conditions: 1 is progress_days > complete_date 2 is Status column is = In Progress. Setting "ByValue" to False enables. The results of these calculations appear on your dossier. Open the dossier you want to modify. Create a report with attribute Year and metric Revenue, Profit, Cost, Average Revenue and Revenue Target. Click Toggle Totals on the Data toolbar. For a more detailed description, see About the report level of a metric. To create a simple metric. To insert these metrics into a report, highlight a metric and from the. While all metrics have a formula, not all of them have. Metrics are MicroStrategy objects that represent business measures and key performance indicators. To Create a Metric Using the Formula Editor. Metrics are similar to formulas in spreadsheet software. Approach 2: MovingSum. In MicroStrategy Tutorial, create a new report. Creating a simple metric. 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. You need the Use View Filter Editor (MicroStrategy Developer) and/or the Web Use View Filter Editor (MicroStrategy Web) privileges. Select "Rank parameters". For an example of a transformation metric on a report, see Transformation Metrics: Time-Based and Other Comparisons in the Advanced Reporting Help. ) A subtotal lets you see the totals for subgroups of your report data. To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. The Metric Formula Editor opens. Percent to Total metric returns incorrect values; Glossary. 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. 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. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. x when placed in a Report Services Document. The Attribute Editor opens three dialog boxes, if the cascading dialog box option is enabled in the Developer Preference (as it is by default). 2 in Min Size to display the smallest metric items as 20% of the largest graph items. Change the graph type to 'Vertical Bar:DualAxis Stacked'. On the Graph menu, choose Preferences. Setting "ByValue" to False enables the. Push-Down Derived Attributes for Live Connection Cubes. The percentile refers, thus, to the top part of the percentage in which the item is located. Save the cube, and run it to publish. The Select a Filter dialog box opens, allowing you to select a filter from the displayed list, or. 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. You get all the attributes and metrics as usual. 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. In the Datasets panel, double-click attributes and metrics to add them to the visualization. Derived metrics are easy to create and can be made on-the-fly when you are viewing a report. … Number of Views 2. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. RMC on Revenue and choose Insert -> Percent to Total -> Grand Total to create the Contribution (%) metric; Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. Select the Show check box to ensure that the legend is displayed on the graph. If the Auto-Apply Changes check box is cleared, click Apply to apply the view filter to the report. To choose a metric, execute one of the following: In the Metric box, enter in the desired metric name and. To open a document in Design Mode, from a folder, right-click the. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. The metric calculates at the level of the target, if possible. 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. 4. 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. Enter a new name for the custom group element and press ENTER. Step 1 Create a report with Category and sub-category as its two columns. If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. . Log in to a project in MicroStrategy Developer. or you can create another metric at Year level and then a metric with does. Browse to the Platform Analytics Cube in the Platform Analytics Project and select the option to create a new dossier. How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. 4. Prompts:The following is a procedure that will modify the default setting to create Outer Joins for metrics at the Project level: Procedure: Right-click on the Project name and select Project Configuration. MicroStrategy Usage . 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. Create a metric selector S1. Click Insert Visualization to add a new, blank visualization to the dossier. 4. You can use filters to create the TY/LY comparison, as follows: To calculate this year's. Prerequisite. Press and hold the Ctrl key to select multiple metrics. In this grid, pull Customer attribute to the rows and Profit metric to the column as shown below:Select the first four values. 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. Amalgamating various data points into a table to provide added context. When used on a metric, a filter essentially "goes with" the metric so that whatever report the metric is placed on, the filter is always part of that metric. Steps to Reproduce. Define a derived metric with th expression below and set it as Aggregation From Base. Ring charts are designed to show progress against a fixed value or metric, clearly and easily displaying KPI's. As to the Month-to-Date(MTD) calculation, creating a table-based transformation, and a transformation metric is a general way. The grand total for the derived metric, Percent to Total, should display 100% as expected. Edit the [% of case] metric, and then set the subtotal at. Select the "OK" button to insert the new metric into the report. Click Next when you finish selecting metrics, filters, and transformations. In the Properties and Formatting window, choose Properties > Selector. Influences the interaction between the metric filter and the report filter. A custom group is made up of an ordered collection of elements called custom group elements. or. Need suggestions on this. 4. Lowest Percent Value: Adds a new threshold with the qualification predefined as "Percentage of selected metric Bottom 1". Select 'Add a Metric qualification' and click OK. In the pane below, select the function to use to calculate data in the metric. 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. 3. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. In the Visualization Gallery, click Combo Chart to create a combination graph. A blank visualization appears in the dossier. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. If you are editing the If function, use the values in step 7. Open MicroStrategy Web. When enabling a threshold to a percentage on a report in MicroStrategy Developer 9. To Create a Transformation Shortcut Metric. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. 7. YoY Percent Change = DIVIDE ( [ThisYear], [LastYear], 0)-1. Click on the word "Rank" to highlight and then right-click to show the "Rank" function's menu. Performance Implications of Large and Complex Dossiers. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Notice the Null column "Metric 1 - Year = 2017" is hidden in the grid. To insert these metrics into a report, highlight a metric and from the. The Metric Formula Editor opens. 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. 2. Selecting a metric allows you to create a metric-to-metric qualification, which are described in Filtering on metric-to-metric comparisons. Given the following objects: Metrics: PROFIT: Sum (Profit) {~+} : Rank<ASC=False> (PROFIT) * : Percentile<Ascending=False> (PROFIT, 0. Avoid Duplicated Datasets. Enter the values to use as arguments. Create a conditional metric to calculate the revenue on the dynamic date. Add the metric into the report and the concatenated metric. Select any project that is in the project source that. Open the dossier you want to modify. Set the Conditionality to Brand filter. But here we use a function Runningsum to achieve this instead. 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. Log in to a project in MicroStrategy Developer. Drag the attributes and metrics to use as selectors from the Datasets panel to the empty selector. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. Each ring can have conditional formatting and can show progress against a fixed value or another metric. 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. The Input Metric Formula dialog box opens. To Create a Training Metric. If DHTML is disabled: From the drop-down list, under Format, select Legend. Click OK. Transformation Metrics: Time-Based and Other Comparisons. x-10. Create a third metric that is defined as a concatenation of the two previous metrics as seen below. Open the Metric Editor. 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. 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. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. 20 (or 20%). The values of the metric are shown in the screenshot at the top of this Technical Note. In the Format Cells window, click on Numbers tab and select Percent under the Category section. Vitaracharts offers a KPI widget called Ring Chart which can have up to 3 concentric rings or donuts . RMC on Revenue and choose Insert -> Percent to Total -> Grand Total to create the Contribution (%) metric;Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. The steps below show you how to create a Lipstick or Overlapping Bar graph. The Metric Editor opens. 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. Subtotals are totals of selected groups of your metric data, totaled at a level you select. From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. This is for example the case when measuring temperatures. In the Functions pane,. How to create a column in Microstrategy that contains the sum of another column. From the Insert menu, select New Training Metric to use derived metrics as part of Data Mining Services to create training metrics. To create a Metric Qualification prompt. 9-10. Case can be used for categorizing data based on multiple conditions. 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. 4)Define the drilling objects here in the Drill Paths section. Consolidations are used to specify the data that you want to view in your report. The definition is Max(1). For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. or. Enter a description for the custom group in the Enter Custom Group Description Here field. Metrics can be either simple or compound. This procedure assumes you are already working with a metric in the Metric Editor. Case. This calculation can be aggregated from the Employee level to the Region level. When a custom group is used, a Percent to Total derived metric sometimes returns incorrect data. A typical case is to create a derived metric to perform calculations between columns of metric data. x. Create a dossier based on the cube. x-10. 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 stock is up roughly 246% in 2023, and jumped more than 6% on. Select Highest % to create a threshold based on the top percent of metric values. Profit Margin = (6-5)/5 which equals 0. To set a metric as nonaggregatable, follow the steps below: Open the Metric Editor. In the list of categories on the left, click Subtotals. Input the metric formula. Add DM. This results in cross-tab nulls. Create a copy of the metric 'Dollar Sales' and name it 'Last Years Dollar Sales'. The graph item for the smallest metric value in the visualization appears as a percentage of the size of the largest item. Apply the Today - 2 Months to a Metric. Create a report with a null/zero column in the grid at the element-metric level 2. To calculate the Account Amount, create the following metric, called Actual. Add it to the grid as shown below:Metric Expressions. Using the rank or percent metric qualifications is not necessary with this operator. Edit the metric that is required to display the percentage subtotal. 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. On the Template tab, click Change Template to use one of the five card templates. 1. Last updated: Apr 12, 2019. 4. To create a Metric Qualification prompt. And last but not least, MAPE can not be used when using percentages make no sense. 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. Update Schema. Consider the following example where a threshold has been applied on values grater than 15% as shown belowIn the Layout category in the Preferences dialog box, select the Re-calculate legend size automatically when data changes check box, and then the Reposition chart frame and legend check box. 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. Tutorial project is used here. Use this module to create or execute MicroStrategy Command Manager scripts. 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. The "Grouping" property has six possible settings, of which four specify non-aggregating behavior: Beginning (fact) Ending (fact)To Create a Custom Group. Click Create on any page, and select New Metric. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. x . Apply to apply changes. Select the area of the metric to format by selecting one of the following from the drop-down. They allow you to group attribute elements in new ways without changing the metadata and. 4. Revenue + Profit Click. ') and make the column width to be 0 pixels,. 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. ), then the graph is correctly rendered. Metrics are calculations performed on your data. In the right pane, enter a name for the metric in the Metric Name field. In the list of categories on the left, click Subtotals. 4. . 4. 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. The metric is aggregated at the lowest level on the report, which is Store. In this example we will be creating Level Metrics in orde. Create a metric selector S2. In MicroStrategy SQL Generation Engine, non-aggregatable metrics are used for this kind of calculation. Select Lowest % to create a threshold based on the bottom percent of metric values. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. The report returns the following data when executed. This is a group-value function. It is based on MicroStrategy Tutorial. Project Metrics: It can be used to measure the efficiency of a project team or any testing tools being used by the team members. The transformation to apply to the metric has already been created. To Enable or Disable a Graph Report to Inherit a Metric's Graph Color in MicroStrategy Developer. 4. The results of these calculations appear on your dossier. Open a report in MicroStrategy Developer. Click Condition on the Metric component pane. Empower end users to easily compare and measure the performance of metrics in an intuitive way with the new multi-metric KPI visualizations. Modify the Performance metric to use an expression that qualifies performance into three groups rather than two. In the Column Name field, enter the name of the metric. Go to Graph Options -> Series, set Profit and Revenue to show as Line and check 'Show Data Labels'. Graphs in MicroStrategy can inherit the formatting of metric values and other numeric values. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. In MicroStrategy Web 9. You can display the top 10% of metric values with a green arrow. Save the dashboard. Create a second Intelligent Cube C02: Add the Year, Quarter, and Category attributes. g. 5. Basic Card. Save and close the metric definition. (This type of metric is called a conditional metric. display information at simple as well as complex levels of analysis: displaying sales trends, growth patterns, percent-to-total contributions, profit analysis, etc. Use Workstation. In free-form layout, we provide an intuitive way to let you visually “group” containers together. Derived Attribute; Steps to Reproduce. To Create a Pie or Ring Graph. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. Click the Options icon . While all metrics have a formula, not all of them have. Modify the date to add 1 year (as to simulate the Last Year value). To Create a Pie or Ring Chart. In the Functions pane, search for the If or Case functions. Create a report with Category, and Revenue; 2. Run the report. 02:18. From the first drop-down list, select Series Values. Enter . Create the metrics as follows: 2. Syntax Sum(IF((Attribute. Metrics are similar to formulas in spreadsheet software. Derived metrics are metrics that a report analyst can create based on existing metrics on the report. Save the metric. This is for example the case when measuring temperatures. You can define metrics by using the available functions to analyze your data and determine business measures. Select Add Condition. Then it creates a third metric, a compound metric. Click on the Level (Dimensionality) option. In MicroStrategy Developer, create a dummy metric with the following definition. Create a derived metric and reserve it for future use in a visualization. Use attribute in Tutorial project as an example. To calculate this year's revenue, add a filter for this year to the Revenue metric. Metrics are similar to formulas in spreadsheet software.