Transactions in Grids

Starting in MicroStrategy 2021 Update 6, you can create transaction grids for dashboards. This allows you to add, edit, or remove data from relational databases using the provided column mapper or your own defined SQL statements. Transaction grids for dashboards should be configured on live datasets.

To configure transaction grids in dashboards, you must at least have the Web configure Transaction privilege.

To interact with or use transaction grids in dashboards, you must at least have the Execute Transaction privilege.

Check out the video below to learn more!

Configure a Transaction Grid

Open a dashboard.
In the top toolbar, click Visualization .
Choose Grid > Grid (Modern).
In the Editor panel, add your rows and columns.
Click More in the upper right corner of the visualization and choose Configure Transaction. Starting in MicroStrategy ONE Update 11, under Format Panel > Transaction Configuration tab > Configure Transaction, you can click Use SQL to start the configuration.
Choose to update, insert, or delete data and click Add a Table.
Select a data source.

The user selected to configure the data source must have permissions to update, insert, and delete data.
Use the Object Browser panel to search for the desired metrics and drag them into the Editor panel.
To personalize the submissions settings, do one of the following:
1. Click Settings in the upper right corner of the transaction configuration dialog to personalize the submission settings.
2. Starting in MicroStrategy ONE Update 11, in the Format panel > Transaction Option tab, you can click More next to Transaction. Click After Submission and personalize your submission settings.
Click Input Configuration to set rules and select the control type for your columns.
1. Column selection and requiredness
2. Data type selection
3. Control type selection and configuration
  
  Textbox controls:
  
  For the Textbox control type, depending on the data type, number and string based configurations are provided with corresponding validations. Starting in MicroStrategy ONE Update 11, the text box input control supports line breaks when the data type is VarChar or NVarChar and no validation is defined for the text box.
  
  For most update and insert data cases, you can click Enter to start a new line. In bulk editing mode in Library and Workstation, you can click Alt + Enter for Windows or click Option + Enter for Mac (Library only) to start a new line.
  
  For the switch control type, both switch and checkbox styles are supported.
  
  For the Dropdown list control type, calculated list, manual input list, and a data driven input control list is supported. For the Calculated list, you can set the value range and interval size.
  
  For manual lists, you can define labels to display the data.
  
  Use the DDIC (data driven input control) dropdown list, you can choose any dataset in the dashboard, an attribute from that dataset, and pick display attribute forms and the attribute form to write back.
Click Done to complete your transaction and Save your dashboard.
You can pause transaction manipulations to apply configuration changes. Perform one of the following:
1. Click More in the upper right corner of the visualization and choose Edit Transaction. In the transaction configuration dialog, toggle the action that you want to pause.
2. Select the grid. In the Format panel under the Transaction tab, toggle the action that you want to pause.
3. Click More in the upper right corner of the grid. Choose Pause Actions then select the check box of the action that you want to pause.