Previewing your data and specifying data import options
When you import data into MicroStrategy Web, you can preview your data.
You can select options to modify your data before it is imported, or make
changes to your data after it has been imported. For example, MicroStrategy
automatically designates data columns in your file as attributes or metrics
based on the values contained in each data column, with attributes displayed
in blue with an attribute icon and metrics displayed
in orange with a metric icon . You can manually designate
data columns as attributes or metrics before the dataset is saved.
a preview of the data before it is imported.
you are editing your data, such as adding or removing tables to your
dataset, display a preview of the changes you make.
the worksheet of data to import, If you are importing the data from
an Excel workbook with more than one worksheet.
more data from the same data source or a different one.
a table from the import process.
a data column of data as an attribute or a metric.
To quickly convert multiple attributes to metrics, or multiple
metrics to attributes, use the All
Objects View page.
a geo role to a data column, to generate additional geographical data
and to allow for easier integration with map-based visualizations.
or display imported data based on an existing project attribute by
linking a data column to the project attribute.
data columns as attribute forms to define a new, multiform attribute,
if your data contains different attribute forms of the same attribute
saved in separate data columns.
attribute relationships, which are associations between attributes
that specify how attributes are connected. The relationships give
meaning to the data by providing logical associations of attributes
based on business rules. For steps to define attribute relationships,
see Defining relationships between
For data that is imported from sources other than a database, you can
whether to import your data in a tabular or cross-tabbed layout
column headers into the data, if the file does not provide them
Steps to perform these tasks are below.
procedure assumes that you have already begun importing data. The
Preview page is displayed after you select a data source to import
from, select the data to import, and click Prepare
Data. For a list of the data sources that you can import from,
and links to steps to import data, see About
importing data into MicroStrategy Web.
To specify importing options using the Preview page
If you are importing data from
an Excel workbook with more than one sheet of data, the Select Worksheets
dialog box opens. From the list of worksheets, select the check box
for the worksheet to import data from. Click Select.
The Preview page opens, displaying
a preview of the data that will be imported. If you selected multiple
files, you can change which file is previewed by clicking a different
You can hide the preview
by clearing the Show Preview
check box. If you hide the preview, you can still define data columns.
In the Tables area, right-click the data column. The same options
listed in Define
a data column are displayed.
To add more data to this dataset,
click Add a New Table. The
Connect to Your Data page opens. Import the data, as described in
About importing data into MicroStrategy
Web. After you select a data source and the data to import, click
Prepare Data to return to
the Preview page.
If you added a table that you
do not want to import, you can remove it. Hover your cursor over the
table to remove, click the menu icon, and select Delete.
To change the layout of the imported data
Hover your cursor over the table
to modify, click the menu icon, and select Parse.
The Parse Your Data page opens.
The Parse option is not
available if you are importing data from a database. Continue specifying
data import options beginning with To define a data column.
By default, MicroStrategy assumes
that your data is stored in a simple tabular layout, with each column
in the table containing a separate attribute or metric. You can also
import data stored in a cross-tabbed layout, with attributes and metrics
stored in both table rows and columns. Select one of the following
data from a simple tabular layout, select Tabular. By default, MicroStrategy identifies
the first row of data to use as headers for the imported data
columns. These column headers are then displayed as the names
of the attributes and metrics you define. If the data in the imported
file does not provide column headers for the data columns, you
can insert and specify the column headers manually by doing the
the Insert new column headers
check box. A default column header is automatically inserted
for each data column.
specify a name for a column header, hover the cursor over
the column header and click the arrow icon in the top right.
Select Rename, then
type a name for the header in the field and press ENTER.
data from a crosstabbed layout, select Crosstab.
A preview of your data is displayed, with cells of data that contain
metric data, attribute data, and metric header names each displayed
in separate colors. The legend in the top right lists the colors
in which each type of data is displayed. Perform the following
and drag the edges of the Metrics area to highlight each cell
that contains metric data.
which cells contain metric header information by doing one
of the following:
no metric headers are contained in the file, select the
No Metric Headers
metric headers are included in the file, clear the No Metric Headers check
box. Click and drag the Metric Header area to highlight
the cells that contain metric header data.
to return to the Preview page.
To define a data column
At the top of the page, click
the table that contains the data column to define. A preview of the
table's data is displayed at the bottom of the page.
You can view, search,
and define objects across all tables by clicking All
Objects View. The All
Objects View page opens. All the options described below are available,
but you cannot preview the data. You can convert multiple attributes
to metrics, or multiple metrics to attributes, using this page.
To exclude a data column when
importing your data into Web, hover the cursor over the column, then
click the arrow icon, and select Do
You can define a data column as
an attribute or metric. Hover the cursor over a column, then click
the arrow icon, and select one of the following:
the data column as an attribute, select Convert
the data column as a metric, select
Convert to Metric.
are not available for data imported from a search.
You can assign a geo
role or shape key to the data column for easier data integration
with map-based widgets or visualizations that require geographic information.
To assign a geo role or shape key, hover the cursor over a column,
then click the arrow icon, and do one of the following:
a geo role to the data column, point to Define
Geography, then select the geo role to assign, such as
or Latitude. You can define
your data in more specific detail by having MicroStrategy automatically
generate additional geographic information based on the contents
of the data column. For example, if the column is assigned the
City data type, you can have MicroStrategy automatically generate
separate attributes for country and state information. Select
the check box next to each attribute to have automatically generated
based on the data column, then click OK.
For detailed information about which attributes can be generated
for each geo role, see the Creating
and Configuring a Project chapter of the Project Design Guide.
a shape key to the data column, point to Define
Geography, select Others,
then select the shape key you want to assign, such as Countries
of the World or States
of USA. Click OK.
the data column without assigning it a geo role, point to Define Geography, select None, then click OK.
The Define Geography
option is not available for data imported from Hadoop
or from a search.
To change the data type of the
column, hover the cursor over the column, then click the arrow icon,
point to Change Data Type,
and select the data type to use.
To rename the data column, hover
the cursor over the column, then click the arrow icon, and select
Rename. Type a name in the
field and press ENTER.
You can choose to group or display
imported data in Web based on an attribute that already exists in
the current project, as described in About
linking imported data to project attributes. If your project attribute and imported attribute have multiple attribute forms, you can map the forms as well.
When you import data directly into a dashboard or a document, MicroStrategy
automatically attempts to link imported data to attributes that already
exist in the dashboard or the document. To manually link a data column
to a project attribute, perform the following steps:
In the table at the top of the page, right-click the attribute and
select Link to Project Attribute. The Map to Project Attribute dialog box opens.
To select multiple columns to use as attribute forms, hold the Shift key while selecting the attributes.
Browse or search for the project attribute.
If the project attribute contains multiple forms, select the imported attribute to map to each form.
For example, your imported data contains Region_ID and Region_DESC columns. In your project, the Region attribute contains ID and Description forms. In the row for ID, select Region_ID from the Imported Attribute drop-down list. In the row for Description, select Region_DESC from the Imported Attribute drop-down list.
OK to apply
unlink the data column from a project attribute, hover the cursor
over the column, then click the arrow icon, and select Unlink.
You cannot link data
imported from a search.
Each column in a table
will be imported as a separate attribute. If your data contains different
attribute forms of the same attribute saved in separate columns, you
can create a multiform attribute to combine the forms into a single
attribute. For example, the LU_CALL_CENTER TABLE contains two columns,
Call Ctr ID and Call Center Name, which will be imported as two attributes.
You can create a single Call Center attribute that uses the columns
as attribute forms. To create a multiform attribute, complete the
the columns to use as attribute forms by holding the Shift key
while selecting them.
the selected columns and select Create
Multiform Attribute. The Create Multiform Attribute dialog
the name to use for the new attribute in the New
Attribute Name field.
each attribute form, select the correct Form
Category, such as ID or Description, from the drop-down
each attribute form, determine whether the form is displayed,
as described below:
display the attribute form, select the Display
Form check box.
hide the attribute form, clear the Display
Form check box.
Submit to create the new
multiform attribute and return to the Preview page. The multiform
attribute replaces the columns that were used to create it.
You cannot create
multiform attributes on data imported from a search.
Repeat the appropriate
steps above, starting at To define a data column, for each data column that you want to define.
importing the data
You can explore your
data to evaluate its quality and usability, and then refine your data
to improve its quality before you import it into MicroStrategy Web.
This process is also known as data wrangling. For example, you can
remove white space, filter your data, delete duplicate rows or cells,
find and replace data, concatenate columns, and so on. For steps,
see Refining your data quality before
Once your data is imported
into Web, it is saved as an Intelligent Cube, which you can update
to ensure that your dashboards, documents, and reports contain the
most recent information available. By default, if the data in an Intelligent
Cube needs to be updated, it is re-executed. All the data for the
Intelligent Cube is loaded from the data source into Intelligence
Server's memory, and the existing data for the Intelligent Cube is
overwritten. You can set up incremental refresh settings to update
the Intelligent Cube with only new data when the Intelligent Cube
is republished or updated
according to a schedule. This can reduce the time and system resources
necessary to update the Intelligent Cube periodically. For background
information on using incremental refresh to update Intelligent Cubes,
see the In-memory Analytics Guide.
To define incremental refresh settings, click the Data
Refresh Options icon .
The Options - Data Refresh dialog box opens. Select one of the following
options to determine how your data will be updated when the Intelligent
Cube is run, then click OK
to return to the Preview page:
re-execute the Intelligent Cube and overwrite any existing
data, select Replace existing
update the existing data in the Intelligent Cube, as well
as add new data that was not previously included in the Intelligent
Cube, select Update existing
data and add new data.
update the Intelligent Cube only with new data that was not
previously included in the Intelligent Cube, select Keep existing data and add new
The Save As dialog box opens.
Browse to the location to publish
the imported data to, then type a name and description for the published
data in the Name and Description fields.
Your data is saved and published as an Intelligent Cube.
imported data while creating a dashboard or a document, the data
is added to the dashboard or the document as a dataset. For steps
to work with datasets on a dashboard, see Adding
and removing datasets from a dashboard. For steps to work
with datasets on a document, see the Adding
Text and Data to Documents chapter in the Document Creation Guide.
are not creating a dashboard or a document, the Data Imported
page is displayed. You can use the imported data to create a dashboard,
report, or document. To do so, select one of the following:
create a dashboard, select Create
Dashboard. For steps to create a dashboard, see Creating a dashboard.
create a document, select Create
Document. See the Adding
Text and Data to Documents chapter in the Document Creation Guide
for steps to create a document using an Intelligent Cube as
a dataset. For general steps to create a document, see the
Designing and Creating Documents
chapter of the Document Creation Guide.