What's New in MicroStrategy Web

What's New in MicroStrategy Web

MicroStrategy 10.1

You can customize the navigation bar that displays on every page in Web. You can determine whether or not to display the Feedback Option, Home button, and Folder Up button. For more information, see General preferences.
Consolidated and improved searching. For steps, see Searching for dashboards, reports, folders, and other objects. You can also search for dependent objects; for steps, see Searching for dependent objects.
You can create dynamic dates with quarterly adjustments, such as the second day of the current quarter, the fourth Monday of the second month of the current quarter, and four days from the last day of the current quarter. Dynamic dates are a fixed offset of the current date. For steps, see Dynamic Date Editor.

Data import

You can decide which data sources and databases to make available on the Import Your Data page. You can choose to display only the data sources that you use regularly, to help simplify the data import process. Similarly, you can select which databases to hide or display from the list of databases that is displayed when you import data from a database or Hadoop. For steps, see Displaying and hiding data sources and databases for data import.
You can wrangle (or refine) data from a database. For steps, see Refining your data quality before importing.
While refining your data, you can remove specific characters, or all the text before or after specified characters. For steps, see Refining your data quality before importing.
You can select which form of a project attribute to map to each form of an imported attribute. For steps, see Previewing your data and specifying data import options.

Visual Insight dashboards

Copy and paste data from a Grid visualization into an external program for further analysis. For steps, see Analyzing data in a Grid visualization.

Report Services documents

New Presentation Mode for documents. Use Presentation Mode to view the document results and manipulate the document's data in multiple ways. For steps to work with documents in Presentation Mode, see Analyzing documents. Presentation Mode replaces Express Mode, Flash Mode, and Interactive Mode. You still design documents in Design Mode and Editable Mode. Documents created before MicroStrategy version 10.1 are displayed in Interactive Mode or Flash Mode, if that was their default display mode.
The calendar selector replaces the Date Selection selector. It allows you to more easily select your date range. For steps to use it, see Using selectors to change the data displayed in a document.
You can create an attribute selector, which displays a list of attributes to display in the target reports. This type of selector allows the user to see the data at the level that he wants. For information on creating an attribute selector, see Properties and Formatting dialog box: Selector.

MicroStrategy 10

If your user session times out and you are logged out of MicroStrategy Web, you quickly can log back in and recover the last dashboard, document, or report you viewed before logging out. For steps, see Recovering dashboards, documents, and reports.
Web displays a warning message before your user session times out.
Visual Insight dashboards are referred to as dashboards.
Report Services dashboards are referred to as dashboard-style documents.
The default formatting for graph reports and for graphs in documents has been updated.
Dynamic date filters can exclude weekends, resulting in filters that only include business days (Mondays through Fridays) in their calculations. For steps to create a dynamic date filter, see Dynamic Date Editor.

Visual Insight

You can quickly convert a grid or graph report into a dashboard. The new dashboard will contain a Grid or Graph visualization, with formatting properties applied to the visualization to match the appearance of the original report. For steps, see Converting a report to a dashboard.
The look and feel of the Visual Insight interface and dashboards have been updated to support HTML5. By default, dashboards that were created using an older version of Visual Insight and Flash are updated to use HTML5 when upgrading to MicroStrategy 10. You can update how dashboards are created by defining the default dashboard renderer in the Report Services preferences. For an introduction to Visual Insight, including screenshots, see About Visual Insight.
You can choose from the Light or Dark display themes to quickly change the overall look and feel of your dashboard. Each display theme contains a default color palette, but can also contain other color palettes for more variety and customization options. A color palette applies to the objects, such as a graph’s bar risers or heat map’s rectangles, displayed in all the visualizations in the dashboard. For steps and examples, see Formatting a dashboard and Creating color palettes to customize display themes.
You can add images and HTML containers (which display web content) to dashboards. For steps and examples, see Adding images to a dashboard and Adding an HTML container to a dashboard.
You can create filters that filter the data in a specific visualization, to select what data is displayed on the visualization. For example, a bar graph displays data for all your geographical regions. You can select a single region to focus on the data for that region, or display the data for the top five most profitable regions. The filter can filter a single visualization, multiple visualizations, or the objects displayed in another filter. For steps and examples, see Creating a filter for the data on a visualization.
You can create, edit, and delete:
Groups of attribute values (or elements), created by combining multiple attribute elements into a single element or by combining multiple elements using calculations to create a new element. For steps and examples, see Grouping attribute elements in a dashboard.
Derived attributes, which are attributes based on dataset objects already added to a dashboard. For steps and examples, see Creating an attribute based on existing objects: Derived attributes.
You can create new attributes by changing the data type of existing attributes, create attributes based on metrics, and create metrics based on attributes. For steps, see Creating an attribute based on existing objects: Derived attributes and Adding derived metrics to a dashboard.
The new Derived Metric Editor gives you added functionality when creating derived metrics based on metrics already in the dashboard. For steps to create derived metrics, see Adding derived metrics to a dashboard.
You can link attributes across datasets, or link together attributes within different tables in a single dataset.
You can show and hide dataset objects in the Datasets panel. For steps, see Modifying, renaming, showing, and hiding dataset objects in a dashboard.
You can quickly replace one or multiple datasets in a dashboard, then determine how to replace or remove references to dataset objects from the original dataset. For steps, see Adding, replacing, and removing datasets from a dashboard.
You can designate an attribute as containing time or geographic information while viewing a dashboard, then have MicroStrategy create attributes with additional time or geographic information based on the attribute.
You can select the "only" option in a filter to quickly view data for only one item in the filter. For steps to filter data, see Filtering the data on a sheet in a dashboard.

Visualizations

Graph visualizations: Improved to include more graph options, including:
The ability to drag and drop dataset objects directly onto the graph area to add them to the graph
More flexible dual-axis and combination graphs
Trend lines and reference lines
Graphing on "non-traditional" axes: the right vertical axis and top horizontal axis

For background information on graphs, including examples and steps to create them, see Creating a Graph visualization.

You can select the color to display each attribute element in a Graph or Heat Map visualization. For example, you can choose to display data for Electronics as red. If a bar graph is used, the bar riser for Electronics is displayed in red. If a pie chart is used, the pie slice for Electronics is red.

When you change the display color for an attribute element, other graphs and heat maps will use the same color to display the element. All the graphs and heat maps must color the graph items based on the same attribute. For example, a dashboard contains a bar graph and a heat map, both showing data colored by geographical region. An area graph displays data colored by product category. If you select dark green for the Southeast region's bar riser in the graph, the rectangle for Southeast is colored dark green in the heat map. Since the area graph is colored by category, the region's color does not apply to the area graph.

For steps, see Formatting a Graph visualization and Dashboard Editor: Heat Map: Properties.

You can determine whether to show or hide null values in a Grid visualization. For more information, see Dashboard Editor: Grid: Properties.
The ESRI Map visualization allows you to display map markers, a density map, or colored map areas on a map. For background information on maps, including examples and steps to create them, see Creating an ESRI Map visualization.
You can select specific targets for filters in a dashboard, including visualizations and other filters. For steps to create this type of filter, see Creating a filter for the data on a visualization.
Additional formatting options for visualizations are available. For steps, see Formatting visualizations.
Formatting Mode allows you to quickly select and format items in a visualization. For a list of available features and steps to use Formatting Mode, see Editing a visualization in Formatting Mode.
You can create complex formatting thresholds using the new Advanced Thresholds Editor. For steps, see Advanced Thresholds Editor for dashboards.
The Map visualization now supports data using individual attributes, as well as attribute forms. For steps to create a Map visualization, see Creating an ESRI Map visualization.
You can display your data as colored areas on an interactive map using an area map. For steps, see Creating an ESRI Map visualization.
To improve dashboard performance, the Network visualization is not animated when displayed on mobile devices if the number of edges in the visualization exceeds 300. For steps to create a Network visualization, see Creating a Network visualization.

Importing data

You can explore your imported data to evaluate its quality and usability. You can then prepare your data to improve its quality before you import it into MicroStrategy Web. For example, you can remove white space, filter your data, delete duplicate rows or cells, find and replace data, concatenate columns, and so on. This process is referred to as data wrangling. For steps, see Refining your data quality before importing.
When you import data into Web, your data is saved as an Intelligent Cube, which supports multiple tables in a single cube.
You can import data from the following new data sources:
A BI tool (SAP Business Objects Universe (BO), Oracle Business Intelligence Enterprise Edition (OBIEE), and IBM Cognos Framework Manager)
Data typed or pasted directly into Web
Dropbox
Facebook
Google Analytics
Google BigQuery
Google Drive
Hadoop
A MicroStrategy file (.mstr)
Public data (scraping a web page)
Search
Twitter

Documents

Flash Mode, Interactive Mode, and exporting a document to Flash are disabled by default for Report Services documents. Express Mode is now the default display mode for documents. For an overview of options to enable and disable document display modes or exporting a document to Flash, see Properties dialog box, Document Properties, Document.
You can allow a document to automatically resize itself each time the document is run or the browser window that displays the document is resized. For steps, see the Formatting Documents chapter in the Document Creation Guide. This option applies to documents displayed in Express Mode.
You can create derived attributes in documents. Derived attributes are attributes based on dataset objects already added to a document. For steps and examples, see Attribute Editor.
You can use a relationship set qualification in a view filter on a Grid/Graph. A relationship set qualification restricts data based on relationships between attributes. For example, you can display stores selling Nike shoes in the Washington, DC area, or customers from the same region as a specific customer, Hugh Abarca. For steps, see View Filter Editor for Report Services documents.
You can use dynamic conditions in a view filter on a Grid/Graph, to dynamically update the qualifications in a view filter when a user chooses items in a selector. For example, a user can select the Books and Music categories in a selector. The grid is then filtered to display data only for Books and Movies. You can combine dynamic conditions with other qualifications to create more complex filtering than is possible with selectors alone. For steps, see View Filter Editor for Report Services documents.
You can display Information Windows as transparent when shown on an iPhone or iPad with MicroStrategy Mobile. For steps, see the MicroStrategy Mobile Design and Administration Guide.
The Light Grid and Dark Grid autostyles, similar to the Light and Dark theme available for dashboards, are available for grids in documents. The Light Grid autostyle is now the default autostyle applied to grids in documents.
The default formatting of controls in documents, including lines, shapes, HTML containers, images, selectors, and panels, has been updated.
The default formatting for graphs in documents has been updated.
You can determine whether and how selectors targeted by a selector are updated when the source selector is updated (when items are selected or cleared). The new Update target filters when current selection changes setting determines which items are selected or cleared in the target selector, and affects what items are displayed in the target selector's target. No matter which option is chosen, any changes made in this selector determine which items are displayed in the target selector. For a description of the options, see Properties and Formatting dialog box: Selector. For a more detailed description, including examples, see the Selectors chapter of the Dashboards and Widgets Creation Guide.

Transaction Services

You can create interactive, adaptable documents that respond to user input. To do this, you can hide, disable, or require users to select a value for controls in a Transaction Services-enabled document. You define the conditions under which to perform these actions using the Transaction Conditions Editor. For a detailed overview of Transaction Services, including example images and steps to configure different types of controls in a Transaction Services-enabled document, see the Document Creation Guide.
You can use input object controls as selectors. For steps, see the "Using List controls as selectors" section in the Document Creation Guide.
You can use selectors to filter the results of a dataset.

Distribution Services

The bursting feature is now available for files sent via email. Bursting is splitting a single report or document into multiple files. For steps to email a file, see Emailing a report or document.
You can have a report or document automatically delivered to a location on your FTP server on a specific schedule. For steps, see Scheduling a report or document to be sent to an FTP server.
Access Control List for Subscriptions

Analytics Enterprise

The name of MicroStrategy Desktop has been changed to MicroStrategy Developer.
The ESRI Map widget for documents and the ESRI Map visualization for Visual Insight are now available out-of-the-box with a MicroStrategy Map key. For detailed steps to enable the ESRI Map, see the Dashboards and Widgets Creation Guide. For steps to enable and design dashboards using the Map widget and Map visualization integrated with Google Maps, see the GIS Integration Help.
The name of the ESRI Map widget has been changed to Map widget. For background information and steps to add the Map widget to a document, see the Dashboards and Widgets Creation Guide.
The name of the ESRI Map visualization has been changed to Map visualization. For background information and steps to add the Map visualization to a dashboard, see Creating a Map visualization.