Decide what condition the metric values must meet to have the threshold formatting applied. Unlike Value prompts with type of Numeric, in a Text prompt, it is not possible to drag and drop to the Metric Definition pane. Start by creating an element. In the list of categories on the left,. This value fires a metric alert and puts it in an active state. Add the metric into the report and the concatenated metric. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. Create a derived metric with formula (Revenue – Revenue) and add to columns 2. Open a dossier. 1) create the report. To choose a metric, execute one of the following: In the Metric box, enter in the desired metric name and. Metric calculations display information at simple as well as complex levels of. On the Subtotals / Aggregation tab, select the Allow Smart Metric check box. Open the dossier you want to modify. Select the Revenue metric (will appear as '. The easiest one is to right click on the metric header name, go to shortcut metric, and use one of these options here. 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. Create a derived metric Percentage Total By Column Use the formula: You can display the bottom five metric values in green. Basic Card. Enter . SYMPTOM: In Microstrateg Web/Developer a user is not able to apply filters to attributes/metrics in text boxes in a document detail section. 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. For a more detailed description, see About the report level of a metric. Type a name for the metric in the Metric Name field. Increases appear in green with the plus sign. In the example image below, the metric Revenue has been hidden, although the Percent Growth remains the same. Click the Format icon . Metrics can be either simple or compound. 3. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. The Card Editor appears. Metrics are calculations performed on your data. For an example of a transformation metric on a report, see Transformation Metrics: Time-Based and Other Comparisons in the Advanced Reporting Help. To create a view filter with a percent metric qualification. Press and hold the Ctrl key to select multiple metrics. This is an OLAP function. 4. 4. From the. It. Follow the steps in KB4374 to create a transformation on the attribute year. Create a second Intelligent Cube C02: Add the Year, Quarter, and Category attributes. Modify the date to add 1 year (as to simulate the Last Year value). x - 10. Metrics are completely reusable - they can be added to different reports or even other metrics. Click Advanced, then New to create a custom subtotal. or. This is an OLAP function. It is possible to use a metric to display a date range defined by answering two date prompts in MicroStrategy Developer 9. Smart Metric Transformation. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. Type a name for the metric in the Metric Name field. The grouping options for levels include: Standard groups by the attribute level of the target. To Create a Transformation Shortcut Metric. They don't trigger more metric alerts, but the alert stays in the active state. A screen appears where users can choose to create a specific type of value. 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. In the Functions pane, hover over the If or Case function and click Edit. This visualization allows you to create a grid that analyzes different aspects of data across a common dimensions or attributes in rows. Profit Margin = (4-3)/3 which equals 0. From the Operator drop-down, select a logical operator. . 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". According to me we can create shortcut metric on right clicking metric in visualization in dossier as percent to total and select by columns then edit the newly created metric and add (@r+2) or (@r+1) according to your need in derived metric editor and validate and check the percentage change in grid. The Subtotals dialog box opens. From the MicroStrategy Developer File menu, point to New > Attribute. Right-click the metric to rank, point to Insert, point to Rank, and then select the break by value from the list. The results of these calculations appear on your dossier. Inside 'Panel1', add a grid by clicking Insert 'Grid. For detailed information about the specific options for Pie charts in MicroStrategy, see the MicroStrategy Developer. Alternatively, 4. In MicroStrategy Web, click the metric you want to format. 2. This is for example the case when measuring temperatures. Profit Margin = (6-4)/4 which equals 0. Save the cube, and run it to publish. To Create a Training Metric. x and10. Steps are below to create a conditional metric. KB18705: How to create a custom subtotal to display the grand total of a metric that uses the 'End on hand' metric in Micr… Number of Views 2. This tutorial shows how to create derived attributes and metrics in a dossier. Let’s create derived metrics. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. 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. Click Exit. Lowest Percent Value: Adds a new threshold with the qualification predefined as "Percentage of selected metric Bottom 1". Press and hold the Ctrl key to select multiple metrics. Published: Jun 9, 2017. All of the freeform SQL reports would have the following format. Displaying a previously hidden metric columnThe Insert Function dialog box opens. Now this setting is applied to derived metrics in MicroStrategy Web despite the checkbox not being available in the GUI. Select Insert Metric and point to Percent To Total. The following steps describes how to create such derived metric. Click OK to return to the graph. 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. Formula and dimensionality are the two important components in a metric. To create a shortcut metric on a report,. Bounce rate. You can display the top 10% of metric values with a green arrow. In this example we will be creating Level Metrics in order to calculate Profit Contribution for Subcategories related to their own Categories, considering we are displaying only a few subcategories. Create a new consolidation with three elements - Winter, Spring and Winter + Spring, as illustrated below: Create a report with the above created consolidation and three metrics - 'Revenue',. In the metric. From the Functions list on the left, browse to and select the function to use to. 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. 9-10. The Metric Editor opens. To Add a Target Visualization to Your Dossier: Open the dossier with the visualization. I'm trying to create a MicroStrategy document that has data from four freeform SQL reports. Run the report, under "Data" on the toolbar, click "Show Totals". The alert remains in the active state as long as. See Modifying existing metrics for more detailed instructions. Here is how you would calculate the MOM percent increase: MOM increase = ($200 – $100)/$100 * 100. Enter 0 in the Width field. Click the name of a report to execute it. 0: Run the report. Open a report in MicroStrategy Developer or Web. Export this report to Excel and create a new column called 'Percentage'. The New Prompt page opens. Create application objects. This returns the average (arithmetic mean) of the listed values. Use a percent-to-total shortcut metric to show cell-level values as percents of an accumulated row or column total. 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. Create a new Custom Group. You can define metrics by using the available functions to analyze your data and determine business measures. Tim Lang, CTO at BI and data analytics firm MicroStrategy, notes that 70 percent of security. Open MicroStrategy Developer. KB19708:. 1. Use the Object Browser to locate a fact, attribute, or metric to serve as the base formula for the metric. Select 'Yes or 'No' from the drop down list. 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. While all metrics have a formula, not all of them have. The Custom Group Editor appears. In MicroStrategy SQL Generation Engine, non-aggregatable metrics are used for this kind of calculation. NOTE: If the above drop down list is disabled, the metric is not a compound metric and so smart totaling does not apply. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Open the Report Editor. In the Datasets panel, select the metrics you want to combine into a derived metric. 6. 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. 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. In the pane below, select the function to use to calculate data in the metric. 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. Create an attribute element prompt that prompts on month. 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. Click Switch to Formula Editor. ' (a period), as shown below: In Design View, go to the Grid menu > Options > Columns and Rows. In this example we will be creating Level Metrics in orde. 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 area of the metric to format by selecting one of the following from the drop-down. Enter a description for the custom group in the Enter Custom Group Description Here field. 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. Type a name for the metric in the Metric Name field. Select Lowest % to create a threshold based on the bottom percent of metric values. For steps to create a transformation, see the Project Design Guide. . under the "Insert" menu. The "Grouping" property has six possible settings, of which four specify non-aggregating behavior: Beginning (fact) Ending (fact)To Create a Custom Group. Set the Conditionality to Brand filter. Enter the values to use as arguments. Use a percent-to-total shortcut metric to show cell-level values as percents: Of a total calculated by row, column, or page. Use the Ctrl key to select multiple attributes and metrics. To Create a Metric. For example, in a report that shows. Create a new metric. To open a document in Design Mode, from a folder, right-click the document and select Edit. 3. To Create a Pie or Ring Graph. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. To start, build a report with the attributes Region and Year and the Units Sold metric. In MicroStrategy Developer, create a dummy metric with the following definition. For example: Run the report as shown below: Percent value for Jan 2007 is 502,224 / 1,682,656=29. Click Create on any page, and select New Metric. . e. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. We can do it in three different ways. This knowledge base article documents how to calculate Percentage to Total in a metric subtotal in MicroStrategy Developer 9. YoY Percent Change = DIVIDE ( [ThisYear], [LastYear], 0)-1. Select Condition. Edit the metric that is required to display the percentage subtotal. Dividing one metric into another. 4. Click on the 'Subtotals' tab. Shortcut metrics are a set of quick metrics you can create on the fly for a given report, based on the metrics already in the report. Tutorial project is used here. In the Datasets panel, double-click attributes and metrics to add them to the visualization. Metrics are MicroStrategy objects that represent calculations performed on data. 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. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. 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'. x? Knowledge Base: How to concatenate two. And last but not least, MAPE can not be used when using percentages make no sense. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Create a report with at least one attribute and two metrics. In the Functions pane,. Place Cohort Group in Vertical area, Cohort Period in. x behavior), put ;-at the end of the level statement (inside the braces). Click "Existing Dataset" to import the report you just created. 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. In the Thresholds Editor, click on "Apply the threshold on metric and subtotal values. Select the function to use to calculate data in the metric. The calculation can restart based on attributes identified in the parameter settings. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. KB8813: How to create a Percent to Total metric without OLAP Services permissions in Microstrategy Developer. Let’s create derived metrics. Percent-to-total and rank shortcut metrics are derived metrics, so the Input Metric Formula dialog box is used to edit them. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. To create a metric column alias to ensure the column name matches the metric's name: From the Tools menu, select Advanced Settings, and then Metric Column Options. To enable or disable Smart Totals in MicroStrategy Developer, follow the steps below: Open the compound metric in the metric editor. In addition, a colored badge appears with the percent of increase or decrease. 1. The legend frame is moved to one of the default locations on the graph report. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. Enter a name for the metric in the Metric Name field. Highlight and right-click on the function name "RunningSum". Define a derived metric with th expression below and set it as Aggregation From Base. Here you just specify that the metric has no applicable subtotal. 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. 7. Log in to a project in MicroStrategy Developer. At this point, the grid should look like this: Create a new dossier. This article describes how to create a metric with an attribute as a filter using a Case statement in a Visual Insight dashboard in MicroStrategy Web. Create a report with attribute Year and metric Revenue, Profit, Cost, Average Revenue and Revenue Target. Empower end users to easily compare and measure the performance of metrics in an intuitive way with the new multi-metric KPI visualizations. If you are creating a condition based on. c. In Developer, the display settings for null values can be adjusted through Report Data Options. But here we use a function Runningsum to achieve this instead. If all conditions are false, a default value is returned. 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. It is based on MicroStrategy Tutorial. Click the Options icon . Influences the interaction between the metric filter and the report filter. 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 pop-up appears which shows the create metric option. Editing shortcut metrics. ; In Web: Choose Data > Insert New Metric. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. For example, if a report contains revenue by year and month, the numbers are calculated to reflect monthly sales data. You need to know the number of regions, so you create a derived metric from the Region attribute. The following template contains metrics #1 and #2 above and the attributes 'Year' and 'Category'. How to create a column in Microstrategy that contains the sum of another column. Click Insert Visualization to add a new, blank visualization to the dossier. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. Create new metric Average (Revenue) via Revenue>New Metric>Average as shown below: Edit Average (Revenue) and change level to Region as shown below: Save the dashboard and create new. Make sure that both the minimum and maximum number of answers are 1 and that the prompt is required. Click Switch to Function Editor. Select Highest % to create a threshold based on the top percent of metric values. Click Next when you finish selecting metrics, filters, and transformations. While all metrics have a formula, not all of them have. To enable totals or subtotals for a metric. If you are editing the Case function, use the values in step 8. Step 1 Create a report with Category and sub-category as its two columns. Create a report with Category and sub-category as its two columns. 4. The results of these calculations appear on your dossier. Use this module to create or execute MicroStrategy Command Manager scripts. This metric will display the quotient of 'Max of 1' and 'Rank Revenue' metrics. Graphs in MicroStrategy can inherit the formatting of metric values and other numeric values. , (comma) Thousands separator. Select "Rank parameters". Open the dossier you want to modify. Or you can turn on "Smart totaling" with a checkbox in the same tab. (This type of metric is called a conditional metric. 50 (or 50%). A typical case is to create a derived metric to perform calculations between columns of metric data. Derived metrics are not metric objects that can be re-used in other MicroStrategy reports and. In the Metric editor, write the formula for the average sales. Click Next. Only one filter or prompt can be associated with each metric, but that filter can contain multiple qualifications. The Select a Function. Open a report in MicroStrategy Developer. The first one is an array or list of values and the second. 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. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. To Enable or Disable a Graph Report to Inherit a Metric's Graph Color in MicroStrategy Developer. 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:. More specifically, a “Percent to Total” metric can be created by clicking on the down arrow next to the metric name, and selecting. Next, right click anywhere under the data source tab and near any of the measure fields. Create a filter to get current user using system prompt 'User Login', as shown below: Create metric based on fact without any condition. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. 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. Steps are below to create a conditional metric. In MicroStrategy Developer , create two object prompts "Metric_Prompt1" and "Metric_Prompt2" with same definition as shown below: Create a report with Month in rows and two prompts in columns as shown below: Run the report in dual axis line graph mode. Click Insert Visualization to add a new, blank visualization to the dossier. Options are: Over Rows: Displays values in each row of the report as percents of an attribute row total. Introduction to Metrics. Wrangle the new table to. For example, in a report that shows. 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. StatusRefer to following technical note for detailed instructions: KB6012 - How to create a metric that determines the number of business days between two dates in the MicroStrategy Developer 9. In the list of categories on the left, click Subtotals. To modify the format, select one or more number formats offered in the editor. Inheriting metric graph color is enabled by default. Use Workstation. A percent-to-total shortcut metric displays the percent in relation to a selected total of each item affected by the metric. Choose "False" for "ByValue". x - 10. Then it creates a third metric, a compound metric. In MicroStrategy Tutorial, create a metric named Percentage Change in Revenue that calculates the percentage change in revenue as compared to last year's revenue as shown below: Click on Tools in the menu, select Formatting and then click on. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. Click Insert Visualization . Enter a name for the metric in the Metric Name field. Displays the number as a percentage, by multiplying the number by 100 and appending the percent character (%). Choose File > New > Metric. They are pretty similar to the formulas you see in spreadsheet software. This report shows the sum of sales for each month, for the previous row and the % change between them. 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. Create a derived metric and reserve it for future use in a visualization. To return all data where metric values are Null, create a view filter metric qualification on the metric that uses the Is Null function. To Create a Pie or Ring Chart. In detail, the issues are: The tooltip values are reversed; i. Add DM. You can define metrics by using the available functions to analyze your data and determine business measures. For example, if a report contains revenue by year and month, the numbers are calculated to reflect monthly sales data. Click the Options icon . In the Column Name field, enter the name of the metric. Select an in-memory cube. This is a group-value function. Create a user-defined subtotal. In MicroStrategy, users can create an Average metric from an attribute description that. Click Run to create the metrics listed. 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. As to the Month-to-Date(MTD) calculation, creating a table-based transformation, and a transformation metric is a general way. Some Known Limitations/Issues for 11. Metric MF can calculate percent revenue values for each row at its parent time level. The easiest one is to right click on the metric header name, go to shortcut metric, and use one of these options here. Right Click the selector and choose Properties and Formatting. For steps to create a view filter in MicroStrategy Web, see the MicroStrategy Web Help. In the Open dialog box, navigate to the folder that contains the metric, select the metric, and click OK. If a user wishes to only display a particular object from a dataset in the document detail section, they can create a. This article explains how one can create a total metric at custom group element level in MIcroStrategy Developer 10. Also practical examples are used in this document in order to illustrate the. A sales team might use a business dashboard to connect. Select the Show check box to ensure that the legend is displayed on the graph. 20 (or 20%). The actual thousands separator used depends on the session locale. The report automatically updates with the metric column you selected now hidden. Row percent-to-totals refer to the attribute in the extreme-left position. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. x-10. Need suggestions on this. The units Fahrenheit or Celsius scales have relatively arbitrary zero points, and it makes no sense to talk about percentages. Select Add Condition. Next, right. display information at simple as well as complex levels of analysis: displaying sales trends, growth patterns, percent-to-total contributions, profit analysis, etc. Select Highest % to create a threshold based on the top percent of metric values. Choose the 'Fixed Column Widths' option. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. 4. or. On the Template tab, click Change Template to use one of the five card templates. 4. De-select the metric checkbox for Random Number. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. Create a report with a null/zero column in the grid at the element-metric level 2. Define the expression to be used. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. Run the report. Enter .