Microstrategy - Widgets, Study Guides, Projects, Research of Business Informatics

Widgets in Microstrategy - create and format

Typology: Study Guides, Projects, Research

2016/2017

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Tecnologia a que se refere o artigo: Microstrategy
Microstrategy – Most Used Widgets
1. Microstrategy – What is it?
MicroStrategy is a business intelligence tool with a ROLAP engine
that can connect to almost any database on the market. Its
development vision is mostly object oriented with a strong and
attractive graphical interface for both developers and end users. It
oers solutions as simple as Data Discovery, Advanced Analytics,
Data Visualizations and Data Mining. Because of the ease with
which you can build ad-hoc reports and even more complex
dashboards for both the web and mobile, Microstrategy positions
itself as one of the most wanted tools on the market by customers
around the world.
2. Widgets – Advanced Visualizations
A widget is an advanced display of the results of a dataset,
allowing users to visualize data in dierent ways than traditional
reports displayed as a grid report or graph report do. Widgets are
sophisticated visualization techniques that can combine with rich
interactivity to enable users to understand their data more
eectively. You can use a variety of widget types, such as Gauge,
Heat Map, and Microcharts widgets, in dashboard-style
documents. Although each type of widget looks dierent and is
used in a unique way, the main purpose of all widgets remains the
same: to provide analysts with a visual and interactive look into
their data.
2.1. bubble grid widget
T E M P L A T E | R E D A Ç Ã O D E A R T I G O T É C N I C O
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Tecnologia a que se refere o artigo: Microstrategy

Microstrategy – Most Used Widgets

1. Microstrategy – What is it?

MicroStrategy is a business intelligence tool with a ROLAP engine that can connect to almost any database on the market. Its development vision is mostly object oriented with a strong and attractive graphical interface for both developers and end users. It offers solutions as simple as Data Discovery, Advanced Analytics, Data Visualizations and Data Mining. Because of the ease with which you can build ad-hoc reports and even more complex dashboards for both the web and mobile, Microstrategy positions itself as one of the most wanted tools on the market by customers around the world.

2. Widgets – Advanced Visualizations

A widget is an advanced display of the results of a dataset, allowing users to visualize data in different ways than traditional reports displayed as a grid report or graph report do. Widgets are sophisticated visualization techniques that can combine with rich interactivity to enable users to understand their data more effectively. You can use a variety of widget types, such as Gauge, Heat Map, and Microcharts widgets, in dashboard-style documents. Although each type of widget looks different and is used in a unique way, the main purpose of all widgets remains the same: to provide analysts with a visual and interactive look into their data.

2.1. bubble grid widget

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The Bubble Grid widget conveys information to help an analyst identify important trends or anomalies in data, relative to the total contribution of accompanying data. In the widget, metric values are plotted as bubbles of different colors and sizes; the colors and sizes of the bubbles represent the values of two distinct metrics on the Grid/Graph that contains the widget. Each bubble is generated at the intersection of two different attribute elements.

To create and add a Bubble Grid widget to a document follow these steps:

1. In MicroStrategy Web, open the document in Design or

Editable Mode.

2. From the Insert menu, point to Widgets , then Flash , and

select Bubble Grid.

3. Click the location on your document where you want to

place the widget. The Grid/Graph containing the widget is displayed.

4. If desired, resize the widget by clicking and then dragging

its handles.

5. From the Dataset Objects panel on the left, select objects

and drag them on top of the widget, based on the following requirements for this widget:

5.a. Place two attributes , custom groups, or

consolidations on the Grid/Graph’s rows. Bubbles are generated at the intersections of the elements from these objects.

5.b. At least two metrics on the columns. The values

of these two metrics produce the bubbles in the widget, as described below:

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4. If desired, resize the widget by clicking and then dragging

its handles.

5. From the Dataset Objects panel on the left, select objects and drag them on top of the widget, based on the following requirements for this widget:

5.a. Place one attribute , custom group, or consolidation

on the Grid/Graph’s rows.

5.b. Place at least one metrics on the columns.

Although the widget only displays one metric at the same time, you can dynamically change the metric what you see through a metric selector.

2.3. Data Cloud widget

A Data Cloud widget displays attribute elements in various sizes to depict the differences in metric values between the elements. A Data Cloud widget is a list of attribute elements. The font size of each attribute element represents a metric value for that element. A bigger font for an element indicates a larger metric value. A Data Cloud widget does not need a separate selector to allow a user to interact with it. However, you can use a Data Cloud widget as a selector.

To create and add a Data Cloud widget to a document follow these steps:

1. In MicroStrategy Web, open the document in Design or

Editable Mode.

2. From the Insert menu, point to Widgets , then Flash , and

select Data Cloud.

3. Click the location on your document where you want to

place the widget. The Grid/Graph containing the widget is displayed.

4. If desired, resize the widget by clicking and then dragging

its handles.

5. From the Dataset Objects panel on the left, select objects

and drag them on top of the widget, based on the following requirements for this widget:

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5.a. Place at least one attribute on the Grid/Graph’s

rows. The elements of the left-most attribute are displayed in the widget. For example, if the attribute is Year, a list of years is displayed in the widget. If you include additional attributes to the right of the first attribute, elements from all of the attributes are combined and displayed in the widget. For example, if Year is the first attribute and Quarter is the second attribute, every combination of year and quarter is displayed in the widget, such as 2007 Q4 and 2007 Q3.

5.b. Place at least one metric on the Grid/Graph’s

columns. The first (left-most) metric on the columns determines the size of the font of the attribute elements in the widget. If you include additional metrics to the right of the first metric, the additional metrics are displayed in the tooltips. When a user hovers the cursor over an attribute element in MicroStrategy Web, a tooltip is displayed. The tooltip lists the attribute element and metric values for that attribute element.

2.4. Time Series Slider widget

A Time Series Slider widget is an area graph that allows an analyst to choose which section of the graph to view at a time. The widget consists of two related graphs, one positioned above the other. The top graph is the controller, and contains a slider. The bottom graph is the primary graph. You use the slider on the controller to select some portion of the controller, which determines the range of data visible in the primary graph.

To create and add a Time Series Slider widget to a document follow these steps:

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graph that displays data that adds up to 100%. Therefore, it can allow analysts to visualize the percent contribution of sales data. It can also show the stages in a sales process and reveal the amount of potential revenue for each stage. When the widget is used to analyze a sales process, analysts can use the widget to drill down to key metrics such as deal size, profit potential, and probability of

closing. The widget can also help i dentify potential problem areas

in an organization’s sales processes.

To create and add a Funnel Slider widget to a document follow these steps:

1. In MicroStrategy Web, open the document in Design or

Editable Mode.

2. From the Insert menu, point to Widgets , then Flash , and

select Funnel.

3. Click the location on your document where you want to

place the widget. The Grid/Graph containing the widget is displayed.

4. If desired, resize the widget by clicking and then dragging

its handles.

5. From the Dataset Objects panel on the left, select objects

and drag them on top of the widget, based on the following requirements for this widget:

5.a. Place at least one attribute on the rows. The

attributes are displayed as separate cross-sections of the funnel.

5.b. Place at least one metric on the columns. The

size of each section of the widget is determined by the values of the metric.

2.6. Fish eye selector widget

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The Fish Eye Selector widget magnifies an item when a user hovers the cursor over it. Any item that a user hovers over or selects remains magnified, while the remaining items are minimized and displayed in the background of the selector.

To create and add a Fish Eye Selector widget to a document follow these steps:

1. In MicroStrategy Web, open the document in Design or

Editable Mode.

2. From the Insert menu, point to Widgets , then Flash , and

select Fish Eye.

3. Click the location on your document where you want to

place the widget. The Grid/Graph containing the widget is displayed.

4. If desired, resize the widget by clicking and then dragging

its handles.

5. From the Dataset Objects panel on the left, select an

attribute or metric and drag it on top of the Grid/Graph’s rows. The attribute elements or metric values will be displayed in the selector.

6. Right-click the attribute or metric to use as the selector, and

choose Use As Selector. The Configure Selector dialog box opens.

2.7. Gauge widget

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A Heat Map widget presents a combination of colored rectangles, each representing an attribute element, that allow you to quickly grasp the state and impact of a large number of variables. The rectangles contain a variety and shadings of colors, which emphasize the status of the various components. In a Heat Map:

  • The size of each rectangle represents its relative weight.
  • The color represents the relative change in value of that rectangle.
  • You can hover over each rectangle to see which attribute element the rectangle represents and its metric values.

To create and add a Heat Map widget to a document follow these steps:

  1. In MicroStrategy Web, open the document in Design or Editable Mode.
  2. From the Insert menu, point to Widgets , then Flash , and select Heat Map.
  3. Click the location on your document where you want to place the widget. The Grid/Graph containing the widget is displayed.
  4. If desired, resize the widget by clicking and then dragging its handles.
  5. From the Dataset Objects panel on the left, select objects and drag them on top of the widget, based on the following requirements for this widget:

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a. Place at least one attribute on the rows. This

attribute is used to create the large rectangles whose names are displayed in the widget. To group each element of the first attribute inside the larger area, place a second attribute to the right of the first. You can add additional attributes to further group the rectangles in the Heat Map. Attributes that have a parent-child relationship work best, because they are nested within one another in the Heat Map.

b. Place at least two metric on the columns.

b.i.The first metric on the columns

determines the size of the small rectangles within each large rectangle. Items with lower values are represented by smaller rectangles.

b.ii. The second metric on the columns

must be placed at the bottom of the columns. It determines the color of each rectangle.

b.iii. If more than two metrics are placed

on the Grid/Graph, the additional metrics are displayed in a tooltip when the user hovers the cursor over the area.

2.9. Interactive stacked graph widget

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b. Place only one metric on the columns. The metric

values are displayed on the Y-axis of the graph. The metric must appear below (or to the right of) any attributes on the columns.

2.10. Microcharts widget

The Microcharts widget consists of compact representations of data that allow analysts to quickly visualize trends in data. Microcharts convey information so that a user can, at a glance, determine the trend of a metric over time or how a metric is performing compared to forecasted figures. The Microcharts widget is useful for this purpose because individual microcharts can display attribute and metric data in a small graph that would otherwise be displayed as a single value in a grid report cell. Use a Microcharts widget to quickly visualize the trend of a metric at a glance without having to know many additional details. The bar, sparkline, and bullet microcharts used in the Microcharts widget convey information that an analyst can understand by looking at the graph once. Each of the microcharts provides a unique way to visualize your data:

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To create and add a Microcharts widget to a document follow these steps:

  1. In MicroStrategy Web, open the document in Design or Editable Mode.
  2. From the Insert menu, point to Widgets , then Flash , and select Microcharts.
  3. Click the location on your document where you want to place the widget. The Grid/Graph containing the widget is displayed.

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e. The fifth metric determines the right-most boundary

of the first color band, Band 1, in the bullet microcharts.

f. The sixth metric determines the right-most boundary

of the second color band, Band 2, in the bullet microcharts.

g. The seventh metric determines the value of the

vertical reference line in the bullet microcharts, which is typically the target value for the metric.

h. Any additional metrics are displayed in the columns

of the widget, after the microcharts and their associated metrics.

3. Conclusion

As you can see, Microstrategy provides a wide range of advanced visualizations, which can be used to facilitate the most complex analyzes. Each of these visualizations has its own requirements for its construction. Information to be retained:

Widget # Attributes # Metrics Bubble Grid 2 At least 2 Cylinder 1 At least 1 Data Cloud At least 1 At least 1 Time Series Slider At least 1 At least 1 Funnel At least 1 At least 1 Fish Eye Selector 1 0 0 1 Gauge At least 1 At least 1 Heat Map At least 1 At least 2 Interactive stacked graph

At least 2 1

Microcharts At least 2 7 (for the complete widget)

Incluir informações pessoais:

Nome e Sobrenome: André Sousa Cargo: Consultor

Anos de experiência: 4 Tipo de funções desenvolvidas: Developer

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Setores onde realizou projetos: Life Sciences, Banking, Retail Tecnologias que utiliza: Microstrategy, Talend, SQL Server, SSIS

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