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!
Creating a powerful dashboard isn’t just about pulling a simple grid of data from the database and letting it tell its own story. You have to choose the right visualization, format it appropriately, lay it out intuitively, and highlight the important aspects.
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.
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.
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.
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). (more…)
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