Click the Format icon . Click the Options icon . To Create a Conditional Metric. Add the subtotal created in the previous steps to the right window to be available for this metric, as shown below: Save and close the metric editor. compound metrics. 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. In this case, only one form exists for each, as shown below:To allow other users to add data to the metric (to emulate MicroStrategy 6. MicroStrategy Developer provides users with the ability to create shortcut metrics such as transformation, percent to total and rank metrics on the fly. From the Function drop-down, select the part of the metric that will be filtered on: Metric Value, Rank, or Percent. Create a second metric that is defined as Max(Region@ DESC). To Display or Hide Existing Grand Totals and Subtotals on a Report. The designed behavior is explained using an example consolidation and compound metric based on objects in the MicroStrategy Tutorial project. This results in cross-tab nulls. Derived metrics are metrics that a report analyst can create based on existing metrics on the report. The grand total for the derived metric, Percent to Total, should display 100% as expected. Click OK to return to the Metric Editor. ; In Web: Choose Data > Insert New Metric. Ask Question. 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 displays data with metric values between 1% and 19% and between 41% and 100%. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. In the Functions pane, hover over the If or Case function and click Edit. 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. Press and hold the Ctrl key to select multiple metrics. Select Add Condition. 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". Without data, the dashboard will not show the user anything. 45 -> 24. The derived metric's value is 12. A custom group is made up of an ordered collection of elements called custom group elements. 4. From the Insert menu, select New Training Metric to use derived metrics as part of Data Mining Services to create training metrics. Under Categories, select Database Instances, then SQL Data warehouses. If the New Metric dialog box is displayed, click the Empty Metric icon. 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. Click Create on any page, and select New Metric. Inside 'Panel1', add a grid by clicking Insert 'Grid. The excel file gives possibility to make some changes to the metric without understanding the code. 4 1, users have the ability to insert a percent to total metric on the fly in Visual Insight. Due to the evaluation order used for smart metrics, compound metrics, and transformations, creating transformation metrics to display the. To calculate this year's revenue, add a filter for this year to the Revenue metric. (For a definition and examples of levels of aggregation, see How data is aggregated on a report: metric level . This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. Approach 2: MovingSum. xMetrics are MicroStrategy objects that represent business measures and key performance indicators. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Empower end users to easily compare and measure the performance of metrics in an intuitive way with the new multi-metric KPI visualizations. 9. Next, right. Alternatively, from the Data menu, select Show Totals. Need suggestions on this. First, a metric calculating the difference between Hire. 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". In MicroStrategy SQL Generation Engine, non-aggregatable metrics are used for this kind of calculation. Run the report. Break byObject: A break by on Object is used to. 3. 3. Create a report with at least one attribute and two metrics. In the Functions pane,. Once data flows into the interface, the dashboard will come to life. KB42438: How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. In the Thresholds Editor, click on "Apply the threshold on metric and subtotal values. x - 10. In a report using MicroStrategy 10. 6. You can narrow the list of functions displayed in the pane by doing one of the following:In the metric editor, go to Tools > Formatting…. This visualization allows you to create a grid that analyzes different aspects of data across a common dimensions or attributes in rows. Influences the interaction between the metric filter and the report filter. In MicroStrategy Web, click the metric you want to format. Using the rank or percent metric qualifications is not necessary with this operator. We can do it in three different ways. x. A screen appears where users can choose to create a specific type of value. None excludes the attribute in the target from the GROUP. Open the dossier you want to modify. Subtotals. 71K KB18021: How to calculate a level metric that has a condition based on a dynamic Max Date in. To Create a Metric. 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. x - 10. How to create a column in Microstrategy that contains the sum of another column. Metrics are similar to formulas in spreadsheet software. 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. Select Highest % to create a threshold based on the top percent of metric values. x, select 'Project Documentation' from the Tools menu to start the wizard. Metrics are calculations performed on your data. e. The calculation can restart based on attributes identified in the parameter settings. 4. 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". Select "Rank parameters". From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. Create a new Custom Group. 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. Highlight and right-click on the function name "RunningSum". The following steps describes how to create such derived metric. You need to compare business unit costs on a quarterly basis. Click Switch to Function Editor. The Metric Editor opens. Subtotals are totals of selected groups of your metric data, totaled at a level you select. Or you can turn on "Smart totaling" with a checkbox in the same tab. 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,. Create application objects. Enter a new name for the custom group element and press ENTER. By default, the setting is selected. Otherwise, to define tooltips for a single series, select the name of the series. 5. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. See Level metrics: A practical overview for background information. 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. Continue creating the metric (for example, adding levels or conditionality) . Its minimum requirements are that one attribute and one metric be present on the report grid. Click Advanced, then New to create a custom subtotal. 4. If a user wishes to only display a particular object from a dataset in the document detail section, they can create a. Non-aggregatable metrics are defined using the dimensionality section of the metric editor. Create a new dossier, and add the report made in step 2 as a dataset. Open MicroStrategy Developer. Open MicroStrategy Web. 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. Create a derived metric and reserve it for future use in a visualization. Type the following for the name: "Total for the #P #0". 4. 46%; Percent value for 2007 is 8,647,238 / 35,023,708=24. xHow to calculate the top percent value of a metric based on the Total versus the Row count in MicroStrategy Developer 9. The count function parameters used in the metric should be changed to Distinct Count and a suitable FactID should be selected in order to use the correct fact to calculate the customers. To create a round-down function that produces the following sample results, use the following formula in Metric Editor in MicroStrategy Developer 9. 2. You can narrow the list of functions displayed in the pane by doing one of the following: A metric set qualification lets the manager restrict data based on a set of attributes, in this case certain products, based on a metric value, rank, or rank percentage, in this case, inventory count below a certain level. This tutorial shows how to create derived attributes and metrics in a dossier. 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. For details on conditional metrics, see the Advanced Reporting. 4. Click the name of a report to execute it. In the drop-down list underneath, select the metric you wish to hide. Click on the word "Rank" to highlight and then right-click to show the "Rank" function's menu. Rank. Open a report in MicroStrategy Developer or Web. … Number of Views 2. This procedure assumes you are already working with a metric in the Metric Editor. This knowledge base article documents how to calculate Percentage to Total in a metric subtotal in MicroStrategy Developer 9. Click the Options icon . Add the metric into the report and the concatenated metric. Wrangle the new table to. x . Click OK. The percentile refers, thus, to the top part of the percentage in which the item is located. Metrics are similar to formulas in spreadsheet software. x, only one metric data label is displayed. Use the Ctrl key to select multiple attributes and metrics. The Card Editor appears. For steps to create a view filter in MicroStrategy Web, see the MicroStrategy Web Help. To create a simple metric. Click Next. Browse to the Platform Analytics Cube in the Platform Analytics Project and select the option to create a new dossier. 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. Open the dossier you want to modify. On the Template tab, click Change Template to use one of the five card templates. Create a user-defined subtotal. You get all the attributes and metrics as usual. These privileges are part of OLAP Services. Click Create on any page, and select New Metric. x-10. 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. Derived metrics are easy to create and can be made on-the-fly when you are viewing a report. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. 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. 4)Define the drilling objects here in the Drill Paths section. 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. Use a percent-to-total shortcut metric to show cell-level values as percents: Of a total calculated by row, column, or page. x. The results of these calculations appear on your dossier. … Number of Views 2. KB8813: How to create a Percent to Total metric without OLAP Services permissions in Microstrategy Developer. The results of these calculations appear on your dossier. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Run the report in Grid View. Next, right click anywhere under the data source tab and near any of the measure fields. The steps below use objects from the MicroStrategy Tutorial project as an example. x Report Servi…Click the name of the dashboard to run it. To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. 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. Setting "ByValue" to False enables the. 2987. Choose Profit as answer for Metric_Prompt1 and Profit Margin for Metric_Prompt2. Use the Object Browser to locate a fact, attribute, or metric to serve as the base formula for the metric. You can display the bottom 50% of metric values. 1. Make sure that both the minimum and maximum number of answers are 1 and that the prompt is required. under the "Insert" menu. If you want to create the metric by defining the metric's formula directly, see Metric Formula Editor. 4. g. Select Lowest % to create a threshold based on the bottom percent of metric values. Click Insert Visualization . The transformation to apply to the metric has already been created. The values of the metric are shown in the screenshot at the top of this Technical Note. None, which excludes the attribute in. Select "Rank parameters". ( How?) If the Object Browser (the list of folders and objects) is not displayed, select Object Browser from the View menu. 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. For more information, see Simple vs. 3) The Origin of the association of the Drill Map has to be set to the Local Template as shown in the image below. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Run the report, under "Data" on the toolbar, click "Show Totals". For example, derived metrics can be used to subtract the data of one. 4. Change the metric names (e. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformThis article notes a workaround to dealing with percent to total derived metrics with custom groups. The Select a Filter dialog box opens, allowing you to select a filter from the displayed list, or. Ring charts are designed to show progress against a fixed value or metric, clearly and easily displaying KPI's. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric that you chose to edit. If the selected metric is a transformation shortcut metric, the Metric Editor opens. 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. Within the Titles category, select the check box for the title or label to display. 00_);'. Right-click a metric on the report and select Filter On. Red dots: Indicate other measured values outside of the allowed range. x-10. Profit Margin = (6-5)/5 which equals 0. Consolidations are used to specify the data that you want to view in your report. Click OK to return to the graph. To Enable or Disable a Graph Report to Inherit a Metric's Graph Color in MicroStrategy Developer. 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. 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. Run the report. To Create a Transformation Shortcut Metric. 2) Go to the Data menu > Edit Drill Map. . (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. Create a report with attribute "Quarter", metric "Revenue" and "Rank Test". 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',. Clear the Totals check box to remove the standard subtotals. Then it creates a third metric, a compound metric. 6. Now this setting is applied to derived metrics in MicroStrategy Web despite the checkbox not being available in the GUI. Select the Show check box to ensure that the legend is displayed on the graph. The Thresholds icon on the toolbar, which allows users to show or hide thresholds, in MicroStrategy Web is also disabled. Tutorial project is used here. To calculate an average while applying a weight to the values, see. When specifying the percentage value using Rank<ByValue=False>, please specify a fraction value between 0 and 1 that corresponds to the percentage value. Save the dashboard. Create a derived element as demonstrated below: 2. Also practical examples are used in this document in order to illustrate the. Each metric should use a color that can be easily distinguished from the colors used for other metrics. For the example scenario, select Type a value, and then type 500000. Direct Cubes over View Reports. For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. 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. 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. For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. Start by creating an element. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. Additional metrics are displayed as lines on the graph. 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 results report displays the sales data for only those products with inventory counts below the threshold value. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. To Create a Pie or Ring Graph. Number of Views 3. or. Create a derived metric and reserve it for future use in a visualization. In the Datasets panel, select the metrics you want to combine into a derived metric. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. Dynamic Custom Group in Dashboards or Dossiers. Each conditional metric contains a copy of employee list (in an IF statement) Employee list filter is moved to a separate metric (Flag metric) Employee list filter is moved to a Filter object. Define the expression to be used. Percent-to-total and rank shortcut metrics are derived metrics, so the Input Metric Formula dialog box is used to edit them. , (comma) Thousands separator. Profit Margin = (6-4)/4 which equals 0. 4. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. The Metric Column Alias Options dialog box opens. Notice the Null column "Metric 1 - Year = 2017" is hidden in the grid. 4. 5. Choose File > New > Metric. Alias the metric name to something such as '. Open the Metric Editor. Case. The formatting options for series values appear. To create a Metric Qualification prompt. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. You can display the bottom five metric values in green. To Create a Percent-to-Total Shortcut Metric. Row percent-to-totals refer to the attribute in the. From the first drop-down list, select Series Values. 2. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. For a more detailed description, see About the report level of a 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. Open 'Last Years Dollar Sales' in the metric editor and highlight the 'Transformation' definition as shown below: Drag and drop the transformation 'Last Year. YoY Percent Change = DIVIDE ( [ThisYear], [LastYear], 0)-1. Double-click 'Add Qualification'. In MicroStrategy Developer, create a dummy metric with the following definition. Edit the [% of case] metric, and then set the subtotal at. Performance Implications of Large and Complex Dossiers. Loading. In the pane below, select the function to use to calculate data in the metric. Month Elements Filter definition; Create a report that only includes year on the grid. The report is updated. 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. Launch the Prompt Generation Wizard in MicroStrategy Developer by going to File menu > New and choosing 'Prompt'. This new metric should have the Level (dimensionality) by Category attribute, as shown below. Create a user-defined subtotal. When creating a consolidation, and calculating the percent to total derived metric, the sum of the percentage only adds up to 50%: CAUSE: This issue occurs due to a setting in the VLDB properties that causes the values of the percent contributions of the items in each consolidation to be summed up and then divided by two. 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. Create a new Report R1 with the Subcategory and Item attributes and the Profit metric. Right-click the metric to rank, point to Insert, point to Rank, and then select the break by value from the list. ACTION: This setting can be controlled through the advanced symbols at the end of a conditional derived metric formula. When you create a metric there are two tabs (in developer/desktop), on the first tab you enter the formula for the metric, on the second page you can set what formulas to use for aggregation, (i. From the drop-down, select Metric Templates (at the bottom of the list). The selected metric appears, by default, as the first metric in the calculation. Click Switch to Function Editor. In the list of categories on the left,. Create a filter to get current user using system prompt 'User Login', as shown below: Create metric based on fact without any condition. 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. 85%; Percent value for 2007Q1 is 1,682,656 / 8,647,238=19. 09K. To create a shortcut metric on a report,. The Insert Function dialog box opens. Inheriting metric graph color is enabled by default. We can do it in three different ways. x Number of Views 2. Next, we will change the number format to fixed with a thousand separators. Press and hold the Ctrl key to select multiple metrics. To Add a Target Visualization to Your Dossier: Open the dossier with the visualization. If you are editing the Case function, use the values in step 8. Choose Pie > Pie Chart or Ring Chart . A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other metrics. Metrics can be either simple or compound. In MicroStrategy Web 9. The Metric Qualification dialog box opens. Steps are below to create a conditional metric. 1) create the report. Drag an attribute from the Datasets panel to the Rows area of the Editor panel to add attributes to the rows. For more information, see: Establish Connectivity to MicroStrategy Choose Data Collection Trigger that is going to initiate updating information in this Element; Choose MicroStrategy. Click Next. Metrics are calculations performed on your data. From the MicroStrategy Developer File menu, point to New > Attribute. Decide what condition the metric values must meet to have the threshold formatting applied. Click Condition on the Metric component pane. In MicroStrategy Developer, you can create the following. For steps to create a view filter in MicroStrategy Web, see the MicroStrategy Web Help. Let’s create derived metrics. 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. Creating a simple metric. Run the report in Grid View. Define a derived metric with th expression below and set it as Aggregation From Base. Ensure that the Tooltips check box is selected. A second numeric value appears. MicroStrategy stock is up roughly 246% in 2023, and jumped more than 6% on. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. How to calculate the top percent value of a metric based on the Total versus the Row count in. Enter a custom format using the table provided below, and click OK, as illustrated below: The metric will be displayed as follows: To create a Metric Qualification prompt. Metrics are similar to formulas in spreadsheet software. Enter the values to use as arguments. These privileges are part of OLAP Services. Given the following objects: Metrics: PROFIT: Sum (Profit) {~+} : Rank<ASC=False> (PROFIT) * : Percentile<Ascending=False> (PROFIT, 0.