Type a value in the field on the right, or click Select Metric to choose another metric to compare the original metric to. I want to make a column that contains only the value $18,432,807 so I can find the percentage that that months profit is of the total profit. If a metric cannot be created, you can double-click the metric to view a message describing why the metric creation failed. Asked 4 years, 11 months ago. In MicroStrategy Web, click the metric you want to format. For a more detailed description, see About the report level of a metric. To calculate this year's revenue, add a filter for this year to the Revenue metric. MicroStrategy is one of the leading business intelligence software that allows users to get some deep insights into the data trend by offering a plethora of analytical capabilities. 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. The formatting options for series values appear. Since the YoY Percent Change is a real percentage we need to change the formatting to a percent. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. Click Run to create the metrics listed. Choose one of the following: Save the metric. Avg calculates the sum of a single value list and divides the result by the number of values in the list. In MicroStrategy Developer, you can create the following. Create a second metric that is defined as Max(Region@ DESC). When a custom group is used, a Percent to Total derived metric sometimes returns incorrect data. Open a report in MicroStrategy Developer. Percent to Total metric returns incorrect values; Glossary. Tim Lang, CTO at BI and data analytics firm MicroStrategy, notes that 70 percent of security. Add the metric into the report and the concatenated metric. Avoid Duplicated Datasets. By default, a metric is calculated at the report level, meaning that the lowest attributes on the report dictate how the metric is aggregated. A conditional metric allows you to apply a filter to only one metric on a report while not affecting the other metrics. Place Cohort Group in Vertical area, Cohort Period in. The report returns the following data when executed. Select desired decimal point. 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". Click on the Level (Dimensionality) option. Revenue + Profit Click. Expand the Series category. Click OK to return to the graph. Using the rank or percent metric qualifications is not necessary with this operator. 4. In the Detail Header section, add a panel stack by clicking Insert 'Panel Stack. By default, the metrics Compound Profit and Profit Margin do not use a dynamic aggregation function. In the Metric editor, write the formula for the average sales. This report shows the sum of sales for each month, for the previous row and the % change between them. How to calculate the top percent value of a metric based on the Total versus the Row count in MicroStrategy Developer 9. ') and make the column width to be 0 pixels,. Custom groups enable users to view specific elements based on a metric or specification. The New Prompt page opens. Metrics are MicroStrategy objects that represent business measures and key performance indicators. We will right-click on “Population (2014)” and select the “Create Metric” option. The graph bar of Profit Margin is very inconspicuous when viewing the report in Graph bar. Note the picture with the definition. Click Create on any page, point to New Prompt, and select Metric Qualification Prompt. If the format contains commas separated by number signs (#) or zeros, a thousands separator is used in the formatted text. 09K. Metrics are calculations performed on your data. Click on target visualizations or visualization filters to. 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. Select Highest % to create a threshold based on the top percent of metric values. 1. Each metric should use a color that can be easily distinguished from the colors used for other metrics. The derived metric's value is 12. The location of the attributes and metrics on the grid directly affects whether one Pie chart with different slices is displayed or whether multiple pies are displayed. As you grow MOM and quarter over quarter, the power of compounding begins to take effect year over year. From the drop-down, select Metric Templates (at the bottom of the list). The grand total for the derived metric, Percent to Total, should display 100% as expected. For detailed information about the specific options for Pie charts in MicroStrategy, see the MicroStrategy Developer. . 5) {!+} * The percentile function receives two parameters. This will force every column in this metric to display a value of '1'. Also practical examples are used in this document in order to illustrate the. Setting "ByValue" to False enables the. 2. In MicroStrategy Tutorial, create a new report. To Create a Lipstick or Overlapping Bar Graph. Create a filter to get current user using system prompt 'User Login', as shown below: Create metric based on fact without any condition. From the. Place 2014 (from Year attribute) in the a report attribute. x. Apply to apply changes. 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. In the Card Editor, hover over a metric and select the Format Number icon . Click Exit. Push-Down Derived Attributes for Live Connection Cubes. To Create a Metric. Additional metrics are displayed as lines on the graph. Also, a percent-to-total derived metric has been added to the report using the Insert > Percent to Total > Over Rows menu option, obtained by right-clicking on the metric whose percentage is desired. Change the graph type to 'Vertical Bar:DualAxis Stacked'. 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. 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. Create a dossier based on the cube. The node percentage for the dominant score can be considered as the confidence in the node's score. Drag R2 to document as grid. STEPS TO IMPLEMENT. 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. 5. Step 1 Create a report with Category and sub-category as its two columns. This report shows the sum of sales for each month, for the previous row and the % change between them. x Report Servi…Click the name of the dashboard to run it. Then it creates a third metric, a compound metric. 2987. To create a view filter with a percent metric qualification. Choose "False" for "ByValue". Under Categories, select Database Instances, then SQL Data warehouses. To align the dollar signs on the report, edit the metric format by selecting 'Custom' and entering '_ ($* 0. Below there is an example of how to use it and create SVG metric by yourself. Select Lowest % to create a threshold based on the bottom percent of metric values. This is for example the case when measuring temperatures. Rank. 5. Create the metric to calculate / . Metrics are similar to formulas in spreadsheet software. Create a standalone Derived metric DM : Create a new Intelligent Cube C01: Add the Quarter, Country, and Region attributes. Row percent-to-totals refer to the attribute in the. A user creates a dual axis graph in a document, where one of the axes is used only for percent metrics. Create attributes , , and facts , accordingly. Click Switch to Function Editor. You need to compare business unit costs on a quarterly basis. (For a definition and examples of levels of aggregation, see How data is aggregated on a report: metric level . Approach 2: MovingSum. 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. This procedure assumes you are already working with a metric in the Metric Editor. a derived metric and reserve it for future use in a visualization. Create a derived metric with formula (Revenue – Revenue) and add to columns 2. x Users have the option of setting a certain percentage of a metric's values to be displayed by using the. Creating derived metrics: You can create any type of derived metric by defining derived metric expressions using the Input Metric Formula dialog box. Type a name for the metric in the Metric Name field. Click OK. 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. Create an attribute element prompt that prompts on month. To calculate an average while applying a weight to the values, see. Tutorial project is used here. 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 results in cross-tab nulls. In the Functions pane, hover over the If or Case function and click Edit. 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. Dividing one metric into another. The selected metric appears, by default, as the first metric in the calculation. Setting "ByValue" to False enables. Change the data of the report and re-execute it. 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. Derived Attribute; Steps to Reproduce. Create a Report Services Document named Customer Profit and Revenue Document using the above report as a dataset. Save the report. xTo change the order of the transformations, select a transformation and use the directional arrows to re-position it. 2. 4. Custom number formatting symbols. The Metric Editor opens in either Function Editor mode or Formula Editor mode, depending on the type of metric that you chose to edit. 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. Once you get to the process of Data Collection, define the following: Choose Data Source that connects MicroStrategy and Metric Insights. Use this module to create or execute MicroStrategy Command Manager scripts. A second numeric value appears. This returns the average (arithmetic mean) of the listed values. For an example of a transformation metric on a report, refer to the Metrics chapter in the Advanced Reporting Guide. 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. 00_);'. It is a variant of MAPE in which the mean absolute percent errors is treated as a. The Level advanced options dialog box opens. To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode. Click Exit. (browse) to locate the metric. Go to Graph Options -> Series, set Profit and Revenue to show as Line and check 'Show Data Labels'. Open the dossier you want to modify. To set a metric as nonaggregatable, follow the steps below: Open the Metric Editor. Click Advanced, then New to create a custom subtotal. The Input Metric Formula dialog box opens. KB441377: Full Outer Join Optimization implemented in MicroStrategy. Once data flows into the interface, the dashboard will come to life. Create a metric selector S2. The values of the metric are shown in the screenshot at the top of this Technical Note. 4. Bullet Chart is often used to show value versus Last Year and Target. Add the metric from Step 2 to the report shown above. Enter a name for the metric in the Metric Name field. 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. From the Position drop-down list, specify whether the legend is positioned to the Right, Left, or at the Bottom of the graph. Select an in-memory cube. Modify the date to add 1 year (as to simulate the Last Year value). A sales team might use a business dashboard to connect. 1:40. At this stage, all metrics are available in both S1 and S2, but the order is different. 4)Define the drilling objects here in the Drill Paths section. The results of these calculations appear on your dossier. In this video I will show you have to use nested metrics to average data at various levels within a report. Create a new metric with the same definition of the metric above. x - 10. 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. 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. Alternatively, from the Data menu, select Show Totals. This calculation can be aggregated from the Employee level to the Region level. Red area: Shows the time when the metric value was outside of the allowed range. You can display the bottom 50% of metric values. g. If you wanted to show the Top 10 Brands based on a metric called 'Dollars', you would create a 'Set Qualification' filter and use the metric 'Dollars', set the Function Parameter as 'Rank', the Operator as 'Top' and. A typical case is to create a derived metric to perform calculations between columns of metric data. In this video, you will learn how to create calculated Level Metrics in a dataset inside a Dossier. This metric will serve as the denominator for the percent to total metric. Open the Metric Editor. x Number of Views 2. Log in to a project in MicroStrategy Developer. . Create a metric selector S1. Related articles from the Community: Knowledge Base: How to create a derived metric in MicroStrategy Developer 9. If you are on a folder page, click Create on the icon bar on the left, then select New Metric. Create a report with a null/zero column in the grid at the element-metric level 2. On the Datasets panel, right-click the metric to use to create the derived metric, and select New Metric. This returns the average (arithmetic mean) of the listed values. Prerequisites. Row percent-to-totals refer to the attribute in the extreme-left position. In the Visualization Gallery, click Pie Chart or Ring Chart . 2. Vitaracharts offers a KPI widget called Ring Chart which can have up to 3 concentric rings or donuts . In the Navigation pane, click Create a New Card next to Cards. A typical case is to create a derived metric to perform calculations between columns of metric data. A developer can build simple or compound metrics, apply to them many additional features like conditionality, level, transformation and also specify the formatting. Direct Cubes over View Reports. 5. In MicroStrategy Web create a new Visual Insight dashboard with the Year attribute, Region attribute and the Revenue metric. By default, the setting is selected. In MicroStrategy Desktop, create the metric to calculate / using MovingSum() function, as shown below:Create a selector on metrics, targeting the graph in step 3. 4. Subtotals. x when placed in a Report Services Document. 96K KB17427: How to display the total for a grouping attribute on a graph in a MicroStrategy Developer 9. In this example we will be creating Level Metrics in orde. Select an operator from the drop-down that describes how you want to filter data, such as Greater than or Equals. You can display the top 10% of metric values with a green arrow. Next, right click anywhere under the data source tab and near any of the measure fields. To return all data where metric values are Null, create a view filter metric qualification on the metric that uses the Is Null function. For a more detailed description, see About the report level of a metric. From the MicroStrategy home page, click New Metric . Add it to the grid as shown below: Metric Expressions. Subtracting one metric from another then dividing it into another number to express a metric as a percentage. Percent-to-total shortcut metrics display the percent in relation to a selected total of each item affected by the metric. The Metric Editor opens. If all the metrics in the percent bar graph have only non-negative values, or if the document is viewed in a different view mode (e. To open a document in Design Mode, from a folder, right-click the document and select Edit. This condition may be implemented through an ApplySimple statement such as the following: The user will find that the CASE statement. In the list of categories on the left, click Subtotals. 3. 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. 54K KB20520: Percent to Total metric calculates the grand total according to the values reflected on the report instead of the…To Create a Combination Graph. Enter a. In MicroStrategy Developer, choose File > New > Report. In the Visualization Gallery, click Combo Chart to create a combination graph. , append “_LY”). Select Lowest % to create a threshold based on the bottom percent of metric values. Drag objects from the Datasets panel to the Editor panel to add the corresponding data to the visualization. Add the objects to a MicroStrategy report and different results are returned then expected: 4. To calculate an average while applying a weight to the values, see. 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. x - 10. 4. The results of these calculations appear on your dossier. Modify the Performance metric to use an expression that qualifies performance into three groups rather than two. Click Create on any page, and select New Metric. The Select a Function or Template dialog box opens. The Metric Qualification dialog box opens. The user wants to show different metrics in different colors in a graph in Dossier ACTION: Log in MicroStrategy Tutorial and create a Dossier adding 1 attribute and at least 2 metrics; Set the visualization as Lines Graphic; Add the attribute to horizontal and the metrics to vertical; Move the Metric Names tag from Vertical to Break bySome of these features may be used to create metrics that behave somewhat like dimensional, conditional, and transformation metrics in MicroStrategy ROLAP reports. 11: 1. 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. Choose File > New > Metric. x-10. Insert a new grid which contains the attribute and all metrics from M1 and M2 groups. Follow the steps in KB4374 to create a transformation on the attribute year. Select "Rank parameters". (This type of metric is called a conditional metric. If you do not want this dialog box to be shown in the future, select Don't show this dialog in the future. Place an attribute in the Trend area to view the metric by a specific attribute element. 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. The fuel for business dashboards is data, so each one needs to have one or more data sources. e. 4. More specifically, a “Percent to Total” metric can be created by clicking on the down arrow next to the metric name, and selecting. Click on the 'Subtotals' tab. or. Metrics are similar to formulas in spreadsheet software. 1) create the report. When changing the removing the profit derived metric from the data set notice the expected results are returned:If you want to qualify the values of a metric into more than two groups, create a derived metric using the Case function. 2 in Min Size to display the smallest metric items as 20% of the largest graph items. Create a new derived attribute by. KB13828: How to create a grid report showing Pareto (percentage) or cumulative percentages in MicroStrategy Developer 9. 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. This data can be sorted by rank by going to Data > Advanced sorting and adding the metric to the sort properties. 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 calculation can restart based on attributes identified in the parameter settings. 1. 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. Using the MicroStrategy Tutorial project, follow the steps below in order to implement a RunningSum calculation only for a metric subtotal in MicroStrategy 1) Create the metric that needs to have the desired RunningSum subtotal, in this example, Metric1, as shown:Metrics are quantitative measures used to analyze the data in the particular context. Insert a derived metric 'M01' with expression 'Max(Region@DESC) {~+} '. From a practical perspective, metrics are the calculations performed on data stored in your database, the results of which are displayed on a report. To Create a Percent-to-Total Shortcut Metric. Log into a project in MicroStrategy Web. Clear the Filter setting: uncheck to exclude attributes absent in report or level (dimensionality) check box. Click Browse. Only one filter or prompt can be associated with each metric, but that filter can contain multiple qualifications. The transformation to apply to the metric has already been created. 8. Remember that P displays the parent attribute and 0 (the number zero, not the letter o) displays all the forms of the parent attribute. View the report in Graph of type 'Vertical Bar:Stacked'. Go to the Data menu > Report Data Options > Display > Alias. You can display the bottom 50% of metric values. Save the metric. Click Save and Close to save the metric and close. Grouping in a metric level determines how the metric aggregates. You will see that one metric, is now on the Y1 axis and the other has switched to the Y2 axis. Make your changes, save the metric, and then save and re-execute the report to see the changes in the metric. Create the metrics as follows: 2. Select Condition. Metric MF can calculate percent revenue values for each row at its parent time level. Metrics are similar to formulas in spreadsheet software. The Select a Function or Template dialog box opens. To start, build a report with the attributes Region and Year and the Units Sold metric. Create application objects. Click the Options icon . 3. In free-form layout, we provide an intuitive way to let you visually “group” containers together. SciVal provides strategic insights to help your research programs thrive. Create a derived metric and reserve it for future use in a visualization. Update Schema. Add the “Component Object” attribute to the filter panel and filter on the metric that is of interest. 4. The Insert Function dialog box opens. These metrics can be created in MicroStrategy Agent as follows: Consider the following example values for Sales and Cost. 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. Types of Test Metrics. The results of these calculations appear on your dossier. Metric calculations display information at simple as well as complex levels of. Click Create on any page, and select New Metric. 4. 4. 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. Select Highest % to create a threshold based on the top percent of metric values. 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. Start by creating an element. Smart Metric Transformation. Right-click the shortcut metric and choose Edit. Let’s create derived metrics. Each Custom Group element should only include the attribute elements that the partial sum will be calculated for. This function is used to display the ranking of values in a list relative to the other values. In Developer, the display settings for null values can be adjusted through Report Data Options. 1. 1. Selecting a metric allows you to create a metric-to-metric qualification, which are described in Filtering on metric-to-metric comparisons. 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. 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. Create a second metric defined as Count(Quarter) with the level set to Quarter and grouping set to none. MicroStrategy has two kinds of transformations, that are expression-based transformations and Table-based transformations. Step 1. In MicroStrategy Web 9. . Create a conditional metric to calculate the revenue on the dynamic date. 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. Click Advanced. … Number of Views 2. For the example scenario, select Type a value, and then type 500000. 3. Visualize your. Consolidations are used to specify the data that you want to view in your report. You can display the bottom five metric values in green. Create a derived metric and reserve it for future use in a visualization. Right-click the selected metrics, choose Calculation, and the function or formula for combining the metrics. The Profit metric is a simple sum of the Profit fact. A custom group is made up of an ordered collection of elements called custom group elements. The Select a Function. You can rank a metric's value from least to greatest, or display metric values. Select Insert Metric and point to Percent To Total. The report is updated. 3. How to create percent to total metric at custom group element level in. Display window for creating an attribute element prompt; Create a filter using the prompt created above. Click Create on any page, and select New. Run the report in graph view with Vertical bar >Clustered style. Click the Format icon . You need the Use View Filter Editor (MicroStrategy Developer) and/or the Web Use View Filter Editor (MicroStrategy Web) privileges. On the Template tab, click Change Template to use one of the five card templates. Set the selectors S1 and S2 to target the three grids at the same time. x. If you are editing the Case function, use the values in step 8. 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. The filter criteria for the report is found in the WHERE clause of the SQL statement which calculates the. 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. Create a new metric with the same definition of the metric above. Create four level metrics as shown below: Create a report with Year, Quarter and Month. A simple metric can also contain non-group functions or. Another important observation is not to forget to enable "Smart Metric”.