This returns the average (arithmetic mean) of the listed values. 4. Create a derived metric and reserve it for future use in a visualization. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. To start, build a report with the attributes Region and Year and the Units Sold metric. The values of the metric are shown in the screenshot at the top of this Technical Note. Create a standalone Derived metric DM : Create a new Intelligent Cube C01: Add the Quarter, Country, and Region attributes. The transformation to apply to the metric has already been created. In the list of categories on the left,. Smart Metric Transformation is an advanced property that is hidden by default. This level must be higher than or equal to the level of aggregation for the metric itself. 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 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. 3. 71K KB18021: How to calculate a level metric that has a condition based on a dynamic Max Date in. 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. Editing shortcut metrics. The Metric Formula Editor opens. To create a filter with a condition on metric qualification. In the Thresholds Editor, click on "Apply the threshold on metric and subtotal values. 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. Grouping determines how the metric aggregates. Create a report with Category, and Revenue; 2. Smart Metric Transformation. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Consider the following example from MicroStrategy Tutorial: Create a custom group called "Category" which has two group elements, 1 and 2. Formula and dimensionality are the two important components in a metric. x-10. The following procedure describes how to display a sum for metric values concerning only particular attribute elements, rather than a total sum for metric values across all all rows in the report. 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. None excludes the attribute in the target from the GROUP. Metrics play a critical role in MicroStrategy reporting. At this point, the grid should look like this: Create a new dossier. A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other metrics. For example, the simple report shown below displays the quarterly percent growth for each region. Metrics are calculations performed on your data. Introduction to Metrics. Save the subtotal object as "Percent to Total". To add it we double click on the metric or drag it from the left panel (Data Set Panel) to the right of our newly created percentage metric. To set a metric as nonaggregatable, follow the steps below: Open the Metric Editor. ApplySimple("str(#0) + #1", , ) Add the following expression if using Oracle. The results of these calculations appear on your dossier. Avoid Images on Thresholds. Conditional. To Enable or Disable a Graph Report to Inherit a Metric's Graph Color in MicroStrategy Developer. A typical case is to create a derived metric to perform calculations between columns of metric data. Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. KB17619: How to create a conditional attribute in MicroStrategy Desktop 8. Metrics are the representation of business measures and important performance indicators. Click Create on any page, and select New. Each Custom Group element should only include the attribute elements that the partial sum will be calculated for. Bullet Chart is often used to show value versus Last Year and Target. The Metric Column Alias Options dialog box opens. None, which excludes the attribute in. Ask Question. You can rank a metric's value from least to greatest, or display metric values. 8. To Add a Target Visualization to Your Dossier: Open the dossier with the visualization. The Subtotals dialog box opens. See Level metrics: A practical overview for background information. Add the “Component Object” attribute to the filter panel and filter on the metric that is of interest. 1. 41 -> 24. To create the financial data metricIn the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. 1. x Users have the option of setting a certain percentage of a metric's values to be displayed by using the. 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. The report must be in either Grid view or Grid and Graph view. Create a Sum(Cost) metric with the level set to Quarter and grouping set to none. Alias the metric name to something such as '. Add a grid to the document with the Region attribute and Profit metric. , (comma)Rank. 3. For example, the business unit costs are represented by the Account Amount fact, which is the actual amount of each recorded transaction. In the list of categories on the left, click Subtotals. Prerequisites. The report automatically updates with the metric column you selected now hidden. Direct Cubes over View Reports. Prerequisite. You can then apply an Element / value selector to the grid as a drop-down. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. 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. To align the dollar signs on the report, edit the metric format by selecting 'Custom' and entering '_ ($* 0. Finally, add the calculation for the Year to Year comparison. 11: 1. e. Last updated: Apr 12, 2019. Enter a name for the custom group in the Enter Custom Group Name Here field. Create a report with Category and sub-category as its two columns. In the list of categories on the left, click Subtotals. Choose "False" for "ByValue". The steps below show you how to create a Lipstick or Overlapping Bar graph. 4. Select Lowest % to create a threshold based on the bottom percent of metric values. The excel file gives possibility to make some changes to the metric without understanding the code. The percentile refers, thus, to the top part of the percentage in which the item is located. In the Datasets panel, right-click the metric to use to create a derived metric and choose Calculation. … Number of Views 2. x-10. The Select a Function or Template dialog box opens. 4. To enable or disable Smart Totals in MicroStrategy Developer, follow the steps below: Open the compound metric in the metric editor. 4. Create a report with attribute Year and metric Revenue, Profit, Cost, Average Revenue and Revenue Target. Export this report to Excel and create a new column called 'Percentage'. In the example image below, the metric Revenue has been hidden, although the Percent Growth remains the same. MicroStrategy has two kinds of transformations, that are expression-based transformations and Table-based transformations. Click Toggle Totals on the Data toolbar. 5. 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. In MicroStrategy Web 9. 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. A pop-up appears which shows the create metric option. x-10. Vitaracharts offers a KPI widget called Ring Chart which can have up to 3 concentric rings or donuts . The metrics are created in the location specified. The New Prompt page opens. In the Datasets panel, click More to the right of the dataset in which you are creating a derived metric and choose Create Metric. Limit the Use of Derived Attributes or Metrics. 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. To calculate the Account Amount, create the following metric, called Actual. x - 10. Enter a description for the custom group in the Enter Custom Group Description Here field. Create a report with Attribute "Year", custom group "Category" and Metric Revenue; Click in the Metric Revenue in Report Object and go to Insert Tab; Percent to Total; Total for each; Chose the level, here Year Metric MF can calculate percent revenue values for each row at its parent time level. In MicroStrategy Web, click the metric for which you want to enable a grand total or subtotals. Define the expression to be used. Create attributes , , and facts , accordingly. These privileges are part of OLAP Services. In the Functions pane, hover over the If or Case function and click Edit. Click Run to create the metrics listed. Push-Down Derived Attributes for Live Connection Cubes. SciVal provides strategic insights to help your research programs thrive. You can define metrics by using the available functions to analyze your data and determine business measures. Click on the word "Rank" to highlight and then right-click to show the "Rank" function's menu. Enter 0 in the Width field. From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph. For a description of level metrics, including examples, see Level Metrics: Applying the Metric Condition to the Metric Calculation. xHow to calculate the top percent value of a metric based on the Total versus the Row count in MicroStrategy Developer 9. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. It reflects the value of the metric in the previous attribute element, such as a previous month. Option 1: Apply Round2 to the denominator of the Percent-to-Total metric: Example Metric Definition: Revenue/Round2 (Sum (Revenue) {}, 2) When the rounding is applied, the non-zero Total will be rounded to a true zero. The calculation can restart based on attributes identified in the parameter settings. The Level advanced options dialog box opens. Metrics are calculations performed on your data. Choose File > New > Metric. The proportion of each class of data records is displayed as a percentage of the total counts for this node as well as a percentage of the total population. Enter the values to use as arguments. This will force every column in this metric to display a value of '1'. The graph item for the smallest metric value in the visualization appears as a percentage of the size of the largest item. 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. To define a metric as a smart metric. 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. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. Select Insert Metric and point to Percent To Total. If you are editing the If function, use the values in step 7. 2. Place the new metric in the desired location, as shown in the screen shot below: To create a custom metric format. ') and make the column width to be 0 pixels,. 2. Metrics are calculations performed on your data. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. To open a document in Design Mode, from a folder, right-click the document and select Edit. Click Exit. Transformation Metrics: Time-Based and Other Comparisons. The level of this metric should be report level. Graphs in MicroStrategy can inherit the formatting of metric values and other numeric values. To Create and Adjust Titles in MicroStrategy Developer. x-10. As you make modifications, you can. Create an attribute element prompt that prompts on month. Custom number formatting symbols. x - 10. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. Percent-to-total and rank shortcut metrics are derived metrics, so the Input Metric Formula dialog box is used to edit them. 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. Click Insert Visualization to add a new, blank visualization to the dossier. Or you can turn on "Smart totaling" with a checkbox in the same tab. Then it creates a third metric, a compound metric. Click on the word "Rank" to highlight and then right-click to show the "Rank" function's menu. Click the Options icon . Modify the Performance metric to use an expression that qualifies performance into three groups rather than two. Metric calculations display information at simple as well as complex levels of. To Create a Training Metric. In MicroStrategy Developer, choose File > New > Report. For an example of a transformation metric on a report, see Transformation Metrics: Time-Based and Other Comparisons in the Advanced Reporting Help. A transformation table is a type of relation table, normally used to create a transformation metric. The steps to create and use this metric is as follows. 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. Change the graph type to 'Vertical Bar:DualAxis Stacked'. From the drop-down, select Metric Templates (at the bottom of the list). 5. From the Data menu, choose Thresholds. 3. A custom group is a set of special filters that can be placed on a template. x - 10. 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. In the Datasets panel, double-click attributes and metrics to add them to the visualization. The Level (Dimensionality) definition pane displays below the Metric component area. Add the metric into the report and the concatenated metric. To Create a Conditional Metric. x, select 'Project Documentation' from the Tools menu to start the wizard. You will learn about a couple of Level Metric. A percent-to-total shortcut metric displays the percent in relation to a selected total of each item affected by the metric. To enable totals or subtotals for a metric. Select Highest % to create a threshold based on the top percent of metric values. 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. You can display the top 10% of metric values with a green arrow. Use the following table to guide you through the available options. 5. x. Row percent-to-totals refer to the attribute in the. Click OK to return to the graph. Grouping. Run this to Interactive mode and notice that all three metrics appear with Revenue and Profit on the Y1 axis and Random Number on the Y2 Axis. The report returns the following data when executed. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. Right Click the selector and choose Properties and Formatting. 20 (or 20%). Create the metric to calculate / . It is possible to set the dynamic aggregation function of a metric using the MicroStrategy Intelligence Server SDK 9x. , (comma) Thousands separator. Define a derived metric with th expression below and set it as Aggregation From Base. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. The Select a Function. Open the dossier you want to modify. x - 10. Choose Pie > Pie Chart or Ring Chart . From the MicroStrategy home page, click New Metric . 4. 46%; Percent value for 2007 is 8,647,238 / 35,023,708=24. Performance Implications of Large and Complex Dossiers. Create a report with at least one attribute and two metrics. We can do it in three different ways. x, as shown below:The following template contains metrics #1 and #2 above and the attributes 'Year' and 'Category'. You need the Create Derived Metrics (MicroStrategy Developer) and/or the Web Create Derived Metrics and Derived Attributes (MicroStrategy Web) privileges. Place 2014 (from Year attribute) in the a report attribute. To create a rank shortcut metric. Bounce rate is an Internet marketing term used in web traffic analysis. 1. Number of Views 3. The Metric Editor opens. How to calculate a metric based on the previous two values of another metric in MicroStrategy Developer 9. 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. 4. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. The following steps demonstrate how to do that in MicroStrategy Tutorial project: Import data into project and create dashboard. Metrics are MicroStrategy objects that represent business measures and key performance indicators. Delete Unused Objects. You will learn about a couple of Level Metric. Some of the. In Developer, the display settings for null values can be adjusted through Report Data Options. Click Save and Close to save the metric and close. The "Grouping" property has six possible settings, of which four specify non-aggregating behavior: Beginning (fact) Ending (fact)To Create a Custom Group. The New Prompt page opens. Once data flows into the interface, the dashboard will come to life. When inserting a new Percent to Total metric in MicroStrategy Developer 9. Amalgamating various data points into a table to provide added context. Set "Join Type" to "Outer Join" for metric "Revenue" in menu:. When the 'Customer' attribute is removed from the grid, the newly created metric dynamically shows the distinct count of customers at the Day, Region level as s hown below. Create application objects. From the drop-down, select Metric Templates (at the bottom of the list). Choose Graph > Titles and Labels. The Custom Group Options dialog box opens. Click Next. 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. compound metrics. 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. Step 2. Click on the "Validate" button to validate the formula. 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. Also practical examples are used in this document in order to illustrate the. Inheriting metric graph color is enabled by default. With the Allow Smart Metric setting not enabled for Profit Margin. Profit Margin = (4-3)/3 which equals 0. To open a document in Design Mode, from a folder, right-click the. 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. How to create a column in Microstrategy that contains the sum of another column. This is a group-value function. We can do it in three different ways. The Compound Grid is a new visualization introduced in the MicroStrategy 2020 release. 45 -> 24. Metrics are similar to formulas in spreadsheet software. Displaying a previously hidden metric columnThe Insert Function dialog box opens. 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. In the Datasets panel, select the metrics you want to combine into a derived metric. The results of these calculations appear on your dossier. Clear the Totals check box to remove the standard subtotals. Set the selectors S1 and S2 to target the three grids at the same time. They are pretty similar to the formulas you see in spreadsheet software. Choose Profit as answer for Metric_Prompt1 and Profit Margin for Metric_Prompt2. x, it is not applied to the values. 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. Create the metrics as follows: 2. Log into a project in MicroStrategy Web. Drag the attributes and metrics to use as selectors from the Datasets panel to the empty selector. 3. Click Switch to Function Editor. Add it to the grid as shown below: Metric Expressions. 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. 4. (browse) to locate the metric. From the Insert menu, select New Metric. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. If DHTML is disabled: From the drop-down list, under Format, select Legend. Type the following for the name: "Total for the #P #0". View the report in Graph of type 'Vertical Bar:Stacked'. Save the metric. The report is updated. Creating a simple metric. KB19708:. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. The alert remains in the active state as long as. The legend frame is moved to one of the default locations on the graph report. When specifying the percentage value using Rank<ByValue=False>, please specify a fraction value between 0 and 1 that corresponds to the percentage value. x? Knowledge Base: How to concatenate two. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. 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 generate the SQL shown in Number 2 above, users must enter the metric definition as shown below: To Create a Derived Metric by Combining Two Metrics with an Operator. In report data options change aliasing for new metric to blankThis is a compound metric that calculates the percentage change between the previous row and the current row. Influences the interaction between the metric filter and the report filter. Options are: Over Rows: Displays values in each row of the report as percents of an attribute row total. Press and hold the Ctrl key to select multiple metrics. To create this metric, perform the following steps: Create a regular metric with report level aggregation as discussed earlier. Select Highest % to create a threshold based on the top percent of metric values. 9. KB14798: How to create a metric to calculate the number of days between a date attribute and the current date in MicroStrategy Developer 9. You can display the bottom 50% of metric values. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Edit the [% of case] metric, and then set the subtotal at. Add it to the grid as shown below:Metric Expressions. 33 (or 33%). Examples of metrics. For example: ApplyComparison ("#0>#1", Store@ID, Month@ID) To use a special fixed comparison operator (for example, MYCOMPARISON) in a condition (WHERE clause) comparing the IDs of attribute1 and. The Select a Filter dialog box opens, allowing you to select a filter from the displayed list, or. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. Next, right click anywhere under the data source tab and near any of the measure fields. We will right-click on “Population (2014)” and select the “Create Metric” option. Double-click 'Add Qualification'. Add the objects to a MicroStrategy report and different results are returned then expected: 4. In a report using MicroStrategy 10. In the Functions pane, hover over the If or Case function and click Edit. - for the percentage columns (also known as compound metrics in MSTR), you can do the same as above and hide the subtotal. ( How?) If the Object Browser (the list of folders and objects) is not displayed, select Object Browser from the View menu. Create the “% Active Cohorts” metric (Users from a Cohort that have visits in a period) [Total Users]/[Total Users Cohort] 8. 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. Notice the metric [Count Customer] in the visualization drop zone is an automatically created derived metric. 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. 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. Retrieve a list of user groups and the associated users in MicroStrategy Developer Follow the steps below to create a list of all groups and the users in each group: In MicroStrategy Developer 9. 3) The Origin of the association of the Drill Map has to be set to the Local Template as shown in the image below. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. MicroStrategy Developer provides users with the ability to create shortcut metrics such as transformation, percent to total and rank metrics on the fly. Note that for the first row, the data from the previous row is 0 since the analysis is limited to the data retrieved by the report. From the first drop-down list, select Series Values. In MicroStrategy Web, navigate to and click on the report to be displayed as a Lipstick or Overlapping Bar. Each custom format can have up to four. The New Prompt page opens. 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". A sales team might use a business dashboard to connect. Click Create on any page, and select New Metric. 7. In the Datasets panel, select the metrics you want to combine into a derived metric. The following steps describes how to create such derived metric. To create a Metric Qualification prompt. Displays the number as a percentage. Press and hold the Ctrl key to select multiple metrics. For more information about disabling, enabling,. To create a Metric Qualification prompt. 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. Create a user-defined subtotal. ' (a period), as shown below: In Design View, go to the Grid menu > Options > Columns and Rows. Log in to a project in MicroStrategy Developer. 4. In free-form layout, we provide an intuitive way to let you visually “group” containers together. Name the derived metric using the top most text field in the window. Enter the values to use as arguments. Create a new dossier, and add the report made in step 2 as a dataset. Create a new metric with the same definition of the metric above. By default, the setting is selected. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformThis article notes a workaround to dealing with percent to total derived metrics with custom groups. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. or. or you can create another metric at Year level and then a metric with does. To create a view filter with a percent metric qualification. Click Create on any page, and select New Metric. 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. In the pane below, select the function to use to calculate data in the metric.