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Outgrowing Excel: Learning MicroStrategy with ECO

This month, ECO is doing a video series titled Outgrowing Excel, helping former Excel users get up to speed with tasks they are accustomed to in Excel.

If you’ve been feeling limited by Excel, and have been hearing about some of the other great business intelligence tools that are out there that offer better performance, reusability, greater access to data, and better visualizations, but have not figured out how to mimic some of the things you are used to in Excel, this is the series for you.

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Customizing Mobile Authentication with the MicroStrategy iOS SDK

As companies increasingly use MicroStrategy Mobile, they may need the ability to customize authentication on the app. The MicroStrategy Mobile SDK has several methods open for this, but very few samples to explain how to use them. We will show how you can intercept the user’s credentials and change them on the client side before passing them to the mobile server. Specifically, we will be passing the user-entered credentials to a third-party to retrieve a SAML token, which we then pass to a custom MicroStrategy task to validate. Once validated, this task returns the MicroStrategy credentials back to the application, which will take over with out-of-the-box functionality.

Once a custom MicroStrategy Mobile project has been set up in XCode, you will need to make a custom Application Delegate as described in the MicroStrategy Developer Zone. The below shows what the header and implementation files will look like for this.

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Building Grids in MicroStrategy Visual Insight Dashboards

This video is a quick introduction to using Visual Insight to build grids in your MicroStrategy v10 dashboards. Check it out, share it with your end users, and keep an eye out for what’s to come from Pandera Training in 2016! And if you want to see this kind of video with your own data, or if you have any questions and want to learn more, send us a message!

Self-Service Quick Tip: Create a Rolling 3-Day Timeframe Within Visual Insight 10 Without IT’s Help

The addition of “Derived Attributes” constitutes a massive upgrade to the v10 Visual Insight tool, but I had a hard time wrapping my head around it conceptually. It wasn’t until I ran into a couple of specific situations where I really started to understand some new possibilities that weren’t available in the old Visual Insight. Hopefully, this post helps you see a situation or two where derived attributes might save you some headache.

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Adding Custom Properties to D3 Visualizations in MicroStrategy 10

Previously, we published a video showing how easy it is to add new custom D3 Visualizations to MicroStrategy 10 in less than a minute. After creating a D3 visualization, you may find that users want to format the widget. Instead of making code changes for each dashboard, you can add properties to the visualization that make it customizable. To do this, you will need an already completed D3 visualization. For my example, I will be using a Scatter Plot d3 visualization that was created for a client. Based on the data they had per dashboard, they wanted to format their axes, add a legend, and/or change the size of their data points.

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Self-Service Quick Tip: Create a Team Folder Within Your “My Reports.”

This is a simple out-of-the-box feature, but one I see VERY underused in my experience on projects. Getting people to share their work will drive adoption, but a lot of times we overcomplicate it. I hope this post can help! In your environment, there is probably a shared area specific people publish canned reports for your MicroStrategy implementation. Most customers I’ve worked with have spent significant amounts of time locking down certain locations so that users don’t mess up their precious folder structure. To place something in the shared area often requires an e-mail to move a report, a designated user to move the report, an email to say it’s done, and then another email to the audience to let them know where to find the report. To me, that sounds like a crazy-complicated process to complete a pretty simple task.

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Adding a D3 Visualization to MicroStrategy 10 in Under 60 Seconds

Now in MicroStrategy 10, any D3 visualization can be added – especially the ones that users have already shared to the MicroStrategy GitHub library.

Can you copy? Yes? Can you paste? Yes?

Do you have write access to the plugins folder on the web server? Okay, maybe not.

But if you do, then follow the steps in this 60-second video to add visualizations that other people have already coded for use in MicroStrategy. If you don’t have write access, still watch the video, and then show it to the person who manages the MicroStrategy Web Server (and make sure he/she knows how to copy and paste).
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