A document
designer can create Transaction Services-enabled documents to allow analysts
to approve requests, track business activity, and execute business decisions
by editing their business data in the document. Analysts can use Transaction
Services-enabled documents to interact with the data in Express Mode in
Web, and when viewed on an iPhone or iPad with MicroStrategy Mobile.
For example, an analyst can view a list of employees with time off
requests, choose to accept or reject each request, then update their data
to display the new status of each request. In a document displaying a
list of products that need to be restocked for a store, an analyst can
change the quantity to reorder for each product, then submit their changes.
For background information about Transaction Services, see the Report
Services Document Creation Guide.
The Heat Map widget can now be displayed on the iPad.
The Date Selection widget can be displayed as an interactive calendar on the iPad.
The Graph Matrix widget can now be displayed on the iPad.
You can now do the following using the Interactive Grid widget:
Display multiple attributes or metrics in a single row in the widget
Display the widget using different color themes
Choose to group the data in the widget using an attribute
Display input object controls in the widget, to allow users to submit changes to their data using a Transaction Services report.
You can use the Image Viewer and Photo Uploader widgets to view and upload images using the iPhone or iPad.
Additional graph subtypes have been added to the Graph visualization.
Designers can quickly create customized, interactive analyses using the Visual Insight feature, which analysts can use to freely explore business data. You can use the data from an existing report or Intelligent Cube, perform manipulations on the data to customize the information that is included in the analysis, and add visual representations of the data (called visualizations) to the analysis to make the data easier to interpret. For an introduction to analyses and visualizations, see About Visual Insight.
You can now map columns of data imported from a file or database to existing attributes in a MicroStrategy project. This allows you to:
Use a selector to display imported data in a document based on an attribute that already exists in the project.
Group the imported data in a document based on an attribute that already exists in the project.
Apply the security filters on an existing attribute to reports and documents that contain imported data.
If you have Administrator privileges, you can also manage attributes created from the imported data by searching for objects that depend on the attribute and managing access control lists (ACLs) for the attribute.
You can create a subscription for an Intelligent Cube created using imported data, to update the data in the Intelligent Cube based on a set schedule.
The user interface for importing data from a database has been enhanced to allow you to view the names of columns in a database table, view a preview of your data before using it to publish an Intelligent Cube, increase the size of the field in which you can type Freeform SQL statements, and so on.
For an introduction, details, and steps to import data, see the MicroStrategy Advanced Reporting Guide.
You can choose to use attribute element selectors and metric condition selectors to include or exclude data by default. For example, if the Northeast region is selected in an element selector, you can choose to display data only for Northeast, or for all regions other than Northeast. If the selector title bar is displayed, a user can choose for himself between including or excluding the selected data. For steps to use a selector to include or exclude data, see Determining whether the selector includes or excludes data: Selection type.
You can display a title bar for a selector, which allows you to provide a descriptive name or instructions for the selector. Analysts can use the title bar to decide whether to include or exclude data in the selector's target. For steps to display the title bar, see Adding and formatting a selector title bar.
You can create a selector that restricts the choices available in another selector. For an example and steps, see Creating selectors that target other selectors.
You can select multiple elements in a grid in Express Mode, then drill on them. For background information on drilling and steps to drill on a grid, see Drilling on a document.
You can display a scroll bar if the content on a panel stack overflows the boundaries of the panel stack, to allow users to display all the data.
You can choose to display panel selector arrows on the title bar of a panel stack, to easily switch between panels without a panel stack selector. For steps, see Enabling panel selector arrows on a panel stack.
You can quickly replace a dataset report in a document with another dataset report. For example, you can replace the dataset report for a Grid/Graph that links to a report, to automatically replace the data displayed in the Grid/Graph. For steps, see Adding, changing, or removing a dataset report.
You can choose to export reports in Microsoft Excel 2007 format, which is also compatible with Microsoft Office 2011 for Mac.
You can add metric condition selectors to a document to filter data based on the value of a metric. For example images of metric condition selectors, and steps to create them, see Creating a selector that filters metric values.
The new Google Map custom widget allows you to display locations on a map as map markers in the widget. You can change the display of map markers based on the value of a metric, display an Information Window with additional information about a location when a user hovers the cursor over a map marker, and display lines between map markers to represent the relationships between locations. For steps to enable the widget to be displayed in Web, see the GIS Integration Help.
You can assign permissions for an object to a user or user group, to allow them to view, open, edit, and use the object in Web. For example, you can allow a user to edit a document, or add a specific prompt to a report.
You can create reports that use both project data, and metrics from MDX cubes. For steps to add a metric from the MDX Objects to a report, see Adding objects from the MDX Objects list. For detailed information on MDX cubes, see the MicroStrategy MDX Cube Reporting Guide.
You can rename shortcuts to objects in Web, to give them a descriptive name.
You can obtain the URL to a report, document, folder, or other object in Web. For example, you create a document with sales data for several different product categories. You can add a link in the document to a report containing more detailed data, for example, a report with detailed sales information for a specific product category. When the user clicks on the link, the report automatically opens and is displayed to the user.
You can generate HTML code to display a report or document in an iFrame. Once you generate this code, you can embed it in a web page to display the report or document. You can specify the size of the iFrame, and choose to hide specific sections of the report or document, such as the toolbar or header. For steps, see To automatically generate HTML code to display a report or document in an iFrame.
You can open a prompted report in Design Mode without having to answer any prompts.
You can change the way that the rectangles are positioned and sized in a Heat Map widget. For steps, see Formatting a Heat Map widget.
The following enhancements have been made to the Map widget for iPhone and iPad:
You can display lines between map markers in the widget, to show the relationship between locations on the map. For detailed background information and steps, see Using lines to display relationships between locations in a Map widget.
You can display map markers as bubbles in a Map widget, which can be automatically sized and colored based on the value of a metric. For steps, see Formatting a Map widget for the iPhone or iPad.
You can allow users to open a link to a report or document by clicking on map markers when the widget is displayed on the iPhone or iPad. For steps, see Creating a Map widget for the iPhone or iPad.