MicroStrategy ONE

Creating documents that use Transaction Services to update your data warehouse

You can create documents for iOS and Android devices that allow users to change values in grids and then write those changes to your data warehouse. Use Transaction Services in your apps and documents to update data, write new information to your warehouse, or delete existing records. This feature is available when you install Transaction Services.

For an introduction to Transaction Services, see the Advanced Reporting Guide.

Some examples of how you can use Transaction Services are:

  • To create a Corporate Request Center that allows users to approve or deny time off, expenses, and purchase order requests.

  • To create inspection forms. Inspectors can input data with sliders and selectors. They can also take pictures of any issues they find. The results of their inspections are instantly written to the database.

  • To create and update budgets or calendars.

Prerequisites

  • You must have Transaction Services.

  • You must have the Web Configure Transaction privilege.

Overview

The following is a high-level overview of the tasks you need to perform to create a document that uses Transaction Services. Each high-level step describes where to find specific instructions for designing transaction-enabled documents:

  • In Developer, create a Transaction Services report using the Freeform SQL Editor. For instructions, see the Advanced Reporting Guide.

  • In MicroStrategy Web, create a dataset report that includes the attributes and metrics you added to the Transaction Services report above. For instructions, see the Report Services Document Creation Guide.

  • In MicroStrategy Web, create a document for mobile devices that uses the above dataset report, and link it to the Transaction Services report you created above. For instructions, see the Report Services Document Creation Guide.

For iOS devices, the document can include a transaction table, which provides a structure to organize multiple input object controls for the same transaction. For steps to create a transaction table, including an example, see Organizing transactions with tables on iOS devices.

The values in documents you create using the above procedure can only be edited by users who have the Execute Transaction privilege.