Version 2021

Dashboards and Widgets Creation Guide

This guide is the primary resource for you to use to learn about designing and creating MicroStrategy dashboards, which are displays that are optimized for online viewing and user interactivity. This guide includes information about:

Visual Insight dashboards: Simple visualizations and pre-defined, presentation-quality formatting allow you to quickly display your data in a visually-striking, interactive dashboard. You can create business attributes and metrics on-the-fly based on calculations on data that you have added to the dashboard, examine the underlying data for selected items in a visualization, and more. You can easily create filters for your data, add text, images, and web page content, select from pre-defined display themes, and organize your data to make it easy for users to analyze relationships at-a-glance.
Dashboard-style documents: A broad selection of widgets and a wide variety of formatting options allow you to design a customized, interactive display of your data. Dashboard-style documents provide the freedom to design a presentation pixel-by-pixel, in multiple editing and previewing modes. The abundant design options deliver full control over position, formatting, and interactivity. This guide builds on the basic concepts about documents presented in the Document Creation Help.

Chapters in this guide include:

Document Review provides a brief overview of document analysis to help you understand how end users will use documents, document creation, and the objects, such as text fields and images, that you can add to documents. Use this chapter as a refresher for basic document terminology and processes.

If you are new to creating documents, it is recommended that you begin with the Document Creation Help for a basic understanding of documents before you create dashboard-style documents.

Designing Dynamic Enterprise Dashboard- style Documents introduces dashboard-style documents, which are a type of document that summarizes key business indicators by presenting them in visually intuitive, easy-to-read, interactive display of data. A broad selection of widgets and a wide variety of formatting options allow you to design a customized, interactive dashboard. Dashboard-style documents provide the freedom to design a dashboard pixel-by-pixel in multiple editing and previewing modes. The abundant design options deliver full control over position, formatting, and interactivity. This chapter includes instructions to create dashboard-style documents.
Layering Data: Panels and Panel Stacks describes how you can create several different views (panels) of data, with each view (panel) containing a logical grouping of controls that display data that is related in a meaningful way.
Providing Interactivity to Users: Selectors describes how selectors can allow users to change the data that they are viewing. A selector can be displayed as a button bar, a drop-down list, radio buttons, and so on. A selector can change panels or the focus of a Grid/Graph.
Providing Flash Analysis and Interactivity: Widgets describes widgets, which are a key part of dashboard-style documents. Widgets are Flash-based displays of report results, allowing users to visualize data in different ways than traditional reports displayed as Grid/Graphs do.
Formatting Widgets describes how you can format aspects of widgets such as colors, graph axes scaling, fonts, data markers, and more.
Viewing Data Related to Widgets: Using Widgets as Selectors describes widgets that can be designated as selectors, along with how users interact with them when they are designated as a selector.
Dashboard-style Document Tutorial walks you through creating a dashboard-style document that incorporates widgets in a panel stack, using data from the MicroStrategy Tutorial.
Troubleshooting Dashboard-style Documents provides explanations of some of the most common issues you may encounter when creating dashboard-style documents, in a question and answer format.