Strategy ONE

Create and Edit Reports

Starting in the MicroStrategy 2021 Update 8, the ability to create and edit reports is shipped out-of-the-box.

Preview features for report functionality in previous releases are detailed below:

  • MicroStrategy 2021 Update 5.1, released on April 22, 2022, included a subset of functionality in the Report Editor geared towards reports. In this preview feature, interactions achieved with prompts are not yet available.

  • Starting in MicroStrategy 2021 Update 6, a preview feature includes support for prompts, page-by, SQL view in execution mode, and drilling.

  • Starting in MicroStrategy 2021 Update 7, preview features for reporting include an Advanced Properties panel, SQL view when report execution is paused, more formatting options, customized subtotals, and support for transformations, consolidations, and custom groups, on top of the functionality available from previous releases. Use the Advanced Properties panel to set VLDB properties that determine joins, null display, and pre/post SQL statements, among others.

Preview features are early versions of features and are not to be used in a production environment as the core behavior remain subject to change between preview and GA. By selecting to expose preview features in StrategyWorkstation, you can access these features and use them as you would any other dashboard functionality. The official versions of preview features are included in subsequent releases.

To view an existing report, you must at least have the following privileges:

  • Use analytics

  • Use Report Editor

  • Web create new Report

  • Modify the list of Report objects (use object browser)

To create a report, you must have the following privilege:

  • Create application objects

An administrator must enable the new Modeling service infrastructure in the Intelligence server. The service must be properly configured and running before using the Report Editor.

  1. Locate and open the modelservice.conf file under the following locations:

    • Linux: /MicroStrategy/install/ModelingService/conf

    • Windows: \MicroStrategy\ModelingService\conf

  2. Locate modelingservice.featureflag.report.enabled = "false" entry under the Feature Flags Settings section.

  3. Change the value from "false" to "true" and save the file.

  4. Restart the Modeling service.

Access the Report Editor

You access the Report Editor from the Workstation window by either opening an existing report or creating a new report.

Open an Existing Report

  1. Open the Workstation window.

  2. In the Navigation pane, click Reports.

  3. Double-click a report.

Create a New Report

  1. In the Navigation pane, click , next to Reports.

  2. If you are connected to multiple environments or projects, the Select Project dialog box opens.

    1. From the Environment drop-down list, select the environment to create the report in.

    2. Select the project to create your report in.

    3. Click Select.

    A blank report displays in Edit mode, with data retrieval paused for improved performance when working with large datasets. When data retrieval is paused, results do not display. To view the results, click Resume Data Retrieval . To pause data retrieval, click Pause Data Retrieval .

  3. In the Objects panel, search for or navigate to each of the objects to display on the report and do one of the following:

    • Drag it to the drop zone in the Editor panel where you want it to display.

    • Double-click the object to add it automatically.

      • Attributes are automatically added to the rows of the report, although you can drag and drop them into the columns.

      Metrics are automatically displayed in the columns and placed in the Metrics drop zone of the Editor panel.

  4. When you add a metric, the Metric Names object is automatically created and displayed in the Columns drop zone. This object determines where and how metrics display.

    • To display each metric in a column, with the metric name as the column header, keep the Metric Names object in the Columns drop zone.

    • To display each metric as a row, with the metric name in the row, drag Metric Names to the Rows drop zone.

  5. Filter the report to ensure that it contains the correct data and focuses on your intended analysis. To filter the report:

    1. Click Filter to display the Filter panel.

    2. To use an existing filter, search for or navigate to an existing filter in the Objects panel. Drag the filter to the Filter panel.

    3. To create a new filter within the report, in the Objects panel, search for or navigate to the object to filter the report by. If the report already contains the object, click In Report to view the objects on the report. Drag it to the Filter panel. Define the filter condition, such as Region = Northeast or Revenue Greater than 1,000. Click Done.

    4. If data retrieval is active, click Apply.

      5. For more detailed steps to filter the report, including the difference between report filters and view filters, see Filtering Reports.

  6. To see the report results, in the toolbar, click Resume Data Retrieval .

  7. When data retrieval is resumed, you can display subtotals. For quick subtotals at each attribute level of the report, right-click an attribute header and select Show Totals. Select the Total check box, leaving Applied Level at By Position. Click Done.

    For example, a report contains the Category and Subcategory attributes. When you display subtotals by position, a subtotal is calculated for each category, as well as a grand total. The last two categories of the report are shown below.

    For steps to display other subtotals, see Display and Hide Report Subtotals.

    8. Save the report

  8. Click Save.

  9. Type the report's name in the Save As box.

  10. Navigate to the location to save the report in.

  11. Click Save.

    After you save, data retrieval is again paused.

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