MicroStrategy ONE

Create Cards

Cards are objects that hold the data about a keyword attribute. When creating a new card, you can select from a variety of card templates, add widgets, and customize your cards format.

You must be connected to an environment to create cards.

You must have the Use Workstation and Certify Content privileges to create and use cards.

To create cards on HyperIntelligence Card Authoring, the following two privileges under Server – Intelligence license are required:

Server – Intelligence

  • Create application objects
  • Use Workstation
  1. Open the Workstation window.
  2. In the Navigation pane, click Create a New Card next to Cards.
  3. Select an in-memory cube.
  4. Click OK. The Card Editor appears.

  5. On the Template tab, click Change Template to use one of the five card templates.

    Basic Card

    Ring Card

    Matrix Card

    Section Card

    Compact Card

    Template Description Use Case
    Basic

    The default, most standard and basic template for HyperIntelligence.

    Provides a header, various cells for attributes and metrics, and the option of a footer for more space—allowing users to make decisions at a fast pace.
    • Financial information
    • Basic employee information
    Ring

    Utilize a list view rather than boxed cells and ring widgets for easy-to-view metrics and percentages.

    Provides a header, list view, ring widgets, and an optional footer.
    • Employee card showcasing % to overall sales goal
    • Sales KPIs amongst different product categories
    Matrix

    Input text-heavy attributes, as well as a number of metrics within different sections—increasing the style points and overall card readability.

    Capitalizes on a combination of boxed cells and the list view, as well as an optional footer section.
    • Employee or individual profile
    • Quick patient history information (attributes) and vitals (metrics)
    • Student information across school systems
    Section

    Organize your card by splitting up sections of texts or attributes and matrices—perfect for adding titles and links to your sections of data.

    Capitalizes on a combination of text boxes and matrices, as well as an optional footer section.

    • Business and financial information
    • Sales and store performance
    • Organization-wide information
    Compact

    Ideal for landscape 16:9 viewing and sharing via Twitter.

    Provides efficient use of the card real estate by showing only numbers stacked in a grid-like manner—making it easier for users to find and navigate through information quickly.
    • Cryptocurrency statistics (market cap, price, volatility, etc.)
    • Data or facts around some key business strategic initiatives
  6. On the Format tab, click the Header drop-down to customize your card's header. Depending on the template you selected, other drop-down options are available to customize.

  7. On the Widgets panel, drag and drop List, Matrix, Ring, or Text Box widgets on your card. To remove widgets, drag the widget off of the card.

    The List widget displays objects in a list format. A list can have a maximum of 15 rows. To change the distance between an object's label and value, drag the separator to its desired location.
    The Matrix widget displays objects in a grid format. A matrix can have display objects from 1 x 1 to 4 x 5, with the option to modify the matrix height.
    The Ring widget displays percentage metrics in a ring chart visualization. This widget will always contain two ring chart visualizations.
    The Text Box widget allows you to enter customized text or drag an attribute to display as a KPI.

  8. Drag the attribute you want to serve as the keyword attribute from the left pane to the header of the card template. A star appears next to the chosen keyword attribute. The header displays sample data using one data point from your attribute.
  9. Use the icons in the header to add a link or a contextual link, clear content , set keyword matching , or specify the display of attribute forms for titles and subtitles. See Alternate Keyword Matching for more information.
  10. Add information to the card by dragging objects from the dataset to the card template. You can change the order of information on the card by dragging a specific widget or list item to a different location.
  11. Click Save.

When you save the card, it is only visible to you. To allow users to view your card, see Manage Card Properties

Related Articles

KB442387: Best Practices for Creating Cards