Metrics are completely reusable - they can be added to different reports or even other metrics. The Level (Dimensionality) definition pane displays below the Metric component area. Add it to the grid as shown below: Metric Expressions. The Input Metric Formula dialog box opens. 3. x-10. NOTE 1:Follow these steps to enable drilling on metrics: In MicroStrategy Developer. The Select a Function or Template dialog box opens. Create a new metric. Browse to the folder in which to create the new custom group, then click the Create Custom Group icon. Creating a simple metric. In MicroStrategy Tutorial, create a new report. Use the following table to guide you through the available options. As you grow MOM and quarter over quarter, the power of compounding begins to take effect year over year. Run the report. It is a variant of MAPE in which the mean absolute percent errors is treated as a. Click Switch to Function Editor. This new metric should have the Level (dimensionality) by Category attribute, as shown below. 7. Now i am not able to use the Week function on this derived metric because apparently Week only supports a metric type as its argument. Metrics can be either simple or compound. 45 -> 24. compound metrics. Case. Re-import your table again in the same MTDI cube. Save the report. From the Functions list on the left, browse to and select the function to use to. In the pane below, select the function to use to calculate data in the metric. Select Format. 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. Profit Margin = (6-4)/4 which equals 0. Percent to Total metric returns incorrect values; Glossary. It is based on MicroStrategy Tutorial. Finally, add the calculation for the Year to Year comparison. This means you can have multiple unrelated attributes and metrics in different sets of columns that are then stitched together in one. 9-10. You can then apply an Element / value selector to the grid as a drop-down. Apply the Today - 2 Months to a Metric. Click the Options icon . Derived metrics are not metric objects that can be re-used in other MicroStrategy reports and. These metrics can be created in MicroStrategy Agent as follows: Consider the following example values for Sales and Cost. You can use filters to create the TY/LY comparison, as follows: To calculate this year's. Click Browse. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. x-10. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. Step 2. Open the dossier you want to modify. You can create new metrics, called derived metrics, based on attributes and metrics that have already been added to a dossier. In the pane below, select the function to use to calculate data in the metric. " To apply thresholds to both metric values and subtotals on a report in MicroStrategy Web 9. Create a derived metric and reserve it for future use in a visualization. Place Cohort Group in Vertical area, Cohort Period in. If you are editing the If function, use the values in step 7. Create a second Intelligent Cube C02: Add the Year, Quarter, and Category attributes. Click Next. 41 -> 24. x when placed in a Report Services Document. Click Switch to Function Editor. Browse to the Platform Analytics Cube in the Platform Analytics Project and select the option to create a new dossier. The Subtotals dialog box opens. Drag the attributes and metrics to use as selectors from the Datasets panel to the empty selector. Need suggestions on this. Choose Graph > Titles and Labels. Selecting a metric allows you to create a metric-to-metric qualification, which are described in Filtering on metric-to-metric comparisons. the value that should be 1 is displaying 0. To Create Metrics. x-10. This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. 69%; Percent value for total revenue of all. To use "By Percent" option for the "Rank" function, perform the following steps: Open a new metric and use the "Rank" function in the metric formula. If you are editing the If function, use the values in step 7. From the drop-down, select Metric Templates (at the bottom of the list). 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. Open a dossier. They don't trigger more metric alerts, but the alert stays in the active state. ApplySimple("str(#0) + #1", , ) Add the following expression if using Oracle. 2) Go to the Data menu > Edit Drill Map. xHow to calculate the top percent value of a metric based on the Total versus the Row count in MicroStrategy Developer 9. Prerequisite. To calculate the Account Amount, create the following metric, called Actual Amount, to. NOTE: If the above drop down list is disabled, the metric is not a compound metric and so smart totaling does not apply. Turn on Dossier Cache. Types of Test Metrics. 1. 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. Wrangle the new table to. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. Select "Rank parameters". 4)Define the drilling objects here in the Drill Paths section. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. At the worst of the bear market (so far) MicroStrategy was down 50% on. 1:40. A user creates a dual axis graph in a document, where one of the axes is used only for percent metrics. 4. You can rank a metric's value from least to greatest, or display metric values. x: 24. If the Auto-Apply Changes check box is cleared, click Apply to apply the view filter to the report. In a report using MicroStrategy 10. Custom number formatting symbols. To start, build a report with the attributes Region and Year and the Units Sold metric. See Modifying existing metrics for more detailed instructions. Smart Metric Transformation is an advanced property that is hidden by default. Click Exit. Metrics are similar to formulas in spreadsheet software. Click OK to return to the graph. 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. For the example scenario, select Type a value, and then type 500000. 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". This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. under the "Insert" menu. Standard filtering - allows the report filter to interact as usual in the metric calculation. 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". Within the Titles category, select the check box for the title or label to display. Use this module to create or execute MicroStrategy Command Manager scripts. Inheriting metric graph color is enabled by default. MicroStrategy Developer provides users with the ability to create shortcut metrics such as transformation, percent to total and rank metrics on the fly. Do one of the following: To create a shortcut metric on a report, click the report's name to execute it. 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. ') and make the column width to be 0 pixels,. Project Metrics: It can be used to measure the efficiency of a project team or any testing tools being used by the team members. ; Enter the XQuery statement required to connect to the third-party. You can define metrics by using the available functions to analyze your data and determine business measures. Select the Revenue metric (will appear as '. 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. While all metrics have a formula, not all of them have. Press and hold the Ctrl key to select multiple metrics. To enable totals or subtotals for a metric. 2. Metric with an IF Function. The legend frame is moved to one of the default locations on the graph report. We can do it in three different ways. ACTION: This setting can be controlled through the advanced symbols at the end of a conditional derived metric formula. To Create a. 4. In MicroStrategy Web, click the metric you want to format. Modify the date to add 1 year (as to simulate the Last Year value). Ring charts are designed to show progress against a fixed value or metric, clearly and easily displaying KPI's. 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". 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. Create a report with a null/zero column in the grid at the element-metric level 2. This ensures that graph report results are easy to decipher based on color. For steps to create a view filter in MicroStrategy Web, see the MicroStrategy Web Help. xTo change the order of the transformations, select a transformation and use the directional arrows to re-position it. a derived metric and reserve it for future use in a visualization. Viewed 13k times. None excludes the attribute in the target from the GROUP. This technical note lists the steps to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. The easiest one is to right click on the metric header name, go to shortcut metric, and use one of these options here. 1. To use the format predefined by MicroStrategy HyperIntelligence, enable the Auto toggle. For example, in a report that shows. 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. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. Select the filter or prompt to place on the metric using one of the following methods: Use the Object Browser to locate the object, then drag it into the Condition definition pane. 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. From the Insert menu, select New Training Metric to use derived metrics as part of Data Mining Services to create training metrics. Create a Percent to Total metric, using the Revenue (Top 10) metric and the Total Revenue with the Month of Year level applied: The report will then calculate the Percent to Grand Total for all values in the warehouse, instead of what is on the report, as show in the image below: By default in MicroStrategy, if users create a metric with the definition Avg(Rate@desc), the SQL generated is similar to Number 1 above. Click Run to create the metrics listed. The definition is Max(1). Performance Implications of Large and Complex Dossiers. 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. The Metric Qualification dialog box opens. Click Next when you finish selecting metrics, filters, and transformations. Create a derived metric with definition: Sum([Tot Cost]){~+, [Month Id]%} and choose Aggregate from Base in the metric option. On the Subtotals / Aggregation tab, select the Allow Smart Metric check box. 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. 9. Smart Metric Transformation. Create the “% Active Cohorts” metric (Users from a Cohort that have visits in a period) [Total Users]/[Total Users Cohort] 8. Metric definition: Sum (IF (Employee@ID In (1,2,4,5),Revenue,0)){~+} This is good as a quick solution, since. Open the dossier you want to modify. xMetrics are MicroStrategy objects that represent business measures and key performance indicators. Click the Format icon . The steps to create and use this metric is as follows. It can be created using a multitude of means, including: Counting the number of times something happens. Change the metric names (e. For example, in a report that shows. To Create a Pie or Ring Graph. The report automatically updates with the metric column you selected now hidden. The easiest one is to right click on the metric header name, go to shortcut metric, and use one of these options here. Gateways and Connectors. 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. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. Published: Jun 9, 2017. To create a rank shortcut metric. Create a report with attribute 'Region', metric 'Revenue', 'Profit' and 'Cost'. Open the dossier you want to modify. Of a grand total calculated across the entire report. This knowledge base article documents how to calculate Percentage to Total in a metric subtotal in MicroStrategy Developer 9. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. A typical case is to create a derived metric to perform calculations between columns of metric data. 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. x? Knowledge Base: How to concatenate two. 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. In MicroStrategy Web, navigate to and click on the report to be displayed as a Lipstick or Overlapping Bar. 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. They are pretty similar to the formulas you see in spreadsheet software. 69%; Percent value for total revenue of all. Inheriting metric graph color is enabled by default. The derived metric's value is 12. Enter the values to use as arguments. Change the data of the report and re-execute it. When using a Grid visualization in Visual Insight in MicroStrategy Web 9. MicroStrategy Developer provides users with the ability to create shortcut metrics such as transformation, percent to total and rank metrics on the fly. Metrics are similar to formulas in spreadsheet software. Create a derived metric with formula (Revenue – Revenue) and add to columns 2. 46%; Percent value for 2007 is 8,647,238 / 35,023,708=24. It is possible to set the dynamic aggregation function of a metric using the MicroStrategy Intelligence Server SDK 9x. How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. 4. Open the Workstation window. or. 0: Run the report. In MicroStrategy Developer, you can create the following. To create a filter with a condition on metric qualification. This function evaluates multiple expressions until a condition is determined to be true, then returns a corresponding value. 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. To choose a metric, execute one of the following: In the Metric box, enter in the desired metric name and. The Custom Group Editor appears. Increases appear in green with the plus sign. Make your changes, save the metric, and then save and re-execute the report to see the changes in the metric. Grouping. Select an operator from the drop-down that describes how you want to filter data, such as Greater than or Equals. Alternatively, 4. Create a report with Category, and Revenue; 2. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. This allows the percentage to be calculated from the component subtotals. The report returns the following data when executed. x. Here is the general principle: Import your table with a date attribute. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. The steps below show you how to display and format titles for a graph. x. ; On the Freeform Sources tab, select Create Transaction report. In the Functions pane, hover over the If or Case function and click Edit. Select the "OK" button to insert the new metric into the report. Press and hold the Ctrl key to select multiple metrics. In MicroStrategy Developer, choose File > New > Report. This article explains how one can create a total metric at custom group element level in MIcroStrategy Developer 10. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Note the picture with the definition. 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:. Example 2: How to create a dossier that shows all objects that use a certain metric 1. 5. Click Insert Visualization to add a new, blank visualization to the dossier. Click Create on any page, and select New 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'. In the MDX Cube compound metric editor, a formula enclosed in double quote marks will be treated as a passthrough formula, as illustrated below:In MicroStrategy Web, create a new document with the report as a dataset. If the selected metric is a transformation shortcut metric, the Metric Editor opens. 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. The filter criteria for the report is found in the WHERE clause of the SQL statement which calculates the. Visualize your. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. The Metric Editor opens. This calculation can be used to measure the growth of users, customers, revenue, employees, and much more. The ApplyComparison function is used with comparison operators such as >, Like, and In, which accepts facts, attributes, and metrics as input. x, it is not applied to the values. From the. or. ; In the Source area, select the database instance for the data source to be updated using Transaction Services. In the Datasets panel, double-click attributes and metrics to add them to the visualization. Create a derived metric and reserve it for future use in a visualization. Identifies values that are null. Per Cell: Allow MicroStrategy to display the selected metrics using the axis values best suited to display the metric data. If the Region attribute is removed from the grid, the metric value is dynamically aggregated to the Day level. Define a derived metric with th expression below and set it as Aggregation From Base. The results of these calculations appear on your dossier. 7. The New Prompt page opens. This is for example the case when measuring temperatures. Or you can turn on "Smart totaling" with a checkbox in the same tab. or. To Create a Training Metric. Introduction to Metrics. e. This document details the steps to create such metrics and the usage of options provided along with each of the metrics. 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. Click Run to create the metrics listed. Metrics are MicroStrategy objects that represent business measures and key performance indicators. 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 available if there is more than 1 metric. Tooltips on Pareto chart for a percentage line metric is displaying incorrect value and is not inheriting value formatting in MicroStrategy 9. The report returns the following data when executed. 4. Metrics are similar to formulas in spreadsheet software. Metric calculations display information at simple as well as complex levels of. (Sum ( [# of case]) {@ } / (Sum ( [Total case]) {@ } / Count (Comm) {@ } )) 3. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. Click on the 'Subtotals' tab. Add DM. This is an OLAP function. Export this report to Excel and create a new column called 'Percentage'. 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. How are metrics ordered in thresholds in MicroStrategy Developer. 1:40. A transformation table is a type of relation table, normally used to create a transformation metric. This metric will serve as the denominator for the percent to total metric. Follow the steps in KB4374 to create a transformation on the attribute year. x - 10. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. x-10. You get all the attributes and metrics as usual. SciVal provides strategic insights to help your research programs thrive. Select Custom as the Category and create the format using the number format symbols listed in the table below. How to calculate the top percent value of a metric based on the Total versus the Row count in. Once data flows into the interface, the dashboard will come to life. Click Insert Visualization to add a new, blank visualization to the dossier. Use a percent-to-total shortcut metric to show cell-level values as percents of an accumulated row or column total. Avg is often used to create subtotals and metrics based on fact data. It. KB14798: How to create a metric to calculate the number of days between a date attribute and the current date in MicroStrategy Developer 9. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. ; Click OK. 4. Run the report in Grid View. Enter the values to use as arguments. 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. To Create a Metric. In MicroStrategy Web, create a new report with attribute Month in the row, metric Profit Percent Growth in the column. The Metric Editor opens. Create a report with attributes and , and metric . Metrics are MicroStrategy objects that represent business measures and key performance indicators. Save and close the metric definition. To start, build a report with the attributes Region and Year and the Units Sold metric. To select subtotal function s. x . 1. Create a copy of the metric 'Dollar Sales' and name it 'Last Years Dollar Sales'. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. MicroStrategy Percent To Total Shortcut Metric#MicroStrategy #PercentToTotal #Shortcut Metric #SeekhoAsaniSay* * * SUBSCRIBE HERE! * * * ️ of the Report Level's presence on the metric's dimensionality, the MicroStrategy Structured Query Language (SQL) Generation Engine groups by all of the attribute IDs found on the template. Create a new dossier, and add the report made in step 2 as a dataset. To calculate the Account Amount, create the following metric, called Actual. or. How to create percent to total metric at custom group element level in. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. 4. 5. To create a view filter with a percent metric qualification. Modify the Performance metric to use an expression that qualifies performance into three groups rather than two. Due to the evaluation order used for smart metrics, compound metrics, and transformations, creating transformation metrics to display the. This report shows the sum of sales for each month, for the previous row and the % change between them. To open a document in Design Mode, from a folder, right-click the. 2. Tim Lang, CTO at BI and data analytics firm MicroStrategy, notes that 70 percent of security. x Users have the option of setting a certain percentage of a metric's values to be displayed by using the. Now, in the "Dataset Objects" pane, click on the down arrow next to the Profit metric and go to "Percent to Total" and then "Customer Region". Number of Views 3. From the MicroStrategy Developer File menu, point to New > Attribute. This is for example the case when measuring temperatures. 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. Create a new metric with the same definition of the metric above. Create a report with Category and sub-category as its two columns. Open the Report Editor. 1. A sales team might use a business dashboard to connect. A user may want to create an attribute with an alternating expression depending on a certain condition, a conditional attribute. Select Add Condition. 5. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. x:Synopsis: Figure 1 describes different scenarios that are described later in greater detail. 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. For example: Run the report as shown below: Percent value for Jan 2007 is 502,224 / 1,682,656=29. Create a second metric defined as Count(Quarter) with the level set to Quarter and grouping set to none. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric you chose to edit. Conclusion and referenceTo Create a Transformation Shortcut Metric. This is an OLAP function. Break byObject: A break by on Object is used to. 5. Select any project that is in the project source that. Identifies values that are null. Place the new metric in the desired location, as shown in the screen shot below: To create a custom metric format. Modified 3 months ago. The following steps demonstrate how to do that in MicroStrategy Tutorial project: Import data into project and create dashboard. By default, the setting is selected. Percent-to-total shortcut metrics display the percent in relation to a selected total of each item affected by the metric. Click Create on any page, and select New Metric. For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. The three dialog boxes are New Attribute, Create New Attribute Form, and Create New Attribute Form Expression. Select "Rank parameters". Continue creating the metric (for example, adding levels or conditionality) . In MicroStrategy Web create a new Visual Insight dashboard with the Year attribute, Region attribute and the Revenue metric. 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. e. In the Metric editor, write the formula for the average sales. 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. Next, right click anywhere under the data source tab and near any of the measure fields.