MicroStrategy Analytics Express User Guide

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1 MicroStrategy Analytics Express User Guide Analyzing Data with MicroStrategy Analytics Express Version: 4.0 Document Number:

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3 CONTENTS 1. Getting Started with MicroStrategy Analytics Express Introduction... 1 Signing up for a MicroStrategy Analytics Express account... 2 Logging in to MicroStrategy Analytics Express... 2 Starting MicroStrategy Analytics Express on an ipad... 4 Viewing dashboards... 4 Saving dashboards... 6 Creating a snapshot of your dashboard... 7 Exporting dashboards... 7 Exporting a dashboard... 7 Exporting a visualization... 8 Printing dashboards Suggesting a new data source Analyzing Data in Dashboards Introduction Analyzing data in a dashboard Analyzing data in a quick, easy-to-use dashboard Analyzing a customizable, detailed dashboard that gives you freedom pixel by pixel Analyzing dashboards on an ipad Viewing dashboards on an ipad Analyzing data on an ipad Sharing dashboards via and annotating dashboards Printing dashboards from an ipad MicroStrategy, Inc. iii

4 Contents MicroStrategy Analytics Express User Guide 3. Creating Dashboards to Display Your Data Introduction About creating dashboards with MicroStrategy Analytics Express Best practices for creating dashboards Creating a dashboard Linking attributes across datasets Adding and formatting content in a quick, easy-to-create dashboard Adding text and data to a dashboard Layering and organizing data in dashboards Letting users filter data in dashboards Formatting and working with dashboards Adding and formatting content in a customizable, detailed dashboard Adding and removing datasets from detailed, customizable dashboards Adding text, images, lines, and shapes to dashboards Adding grids and graphs to a dashboard Adding selectors to dashboards Adding widgets to dashboards Adding Information Windows to dashboards Formatting dashboards Creating and Managing Teams, Team Home Pages, and Users Introduction Creating, renaming, displaying, and deleting teams Adding, inviting, and managing users Adding a user to a team Adding multiple users to a team simultaneously Inviting users to join a team Adding personalization attributes to users Removing a user from a team Duplicating users across multiple teams Creating, modifying, and deleting user groups Creating Team Launchpads Sharing and Managing Dashboards Introduction Sharing dashboards with other users Personalizing the data to each team member Delivering your dashboards to users iv 2013 MicroStrategy, Inc.

5 MicroStrategy Analytics Express User Guide Contents Displaying your dashboard on a web page Refreshing the data in dashboards Creating and contributing to discussions Renaming dashboards Copying dashboards Deleting dashboards Interfaces for Working with Dashboards Introduction Interfaces for analyzing data in a quick, easy-to-create dashboard Advanced Sort Editor Show Data dialog box Interfaces for adding text and data to a dashboard Dashboard Editor: My Data Dashboard Editor: Filters Dashboard Editor: Page-by Select a Visualization dialog box Show All dialog box Interfaces for creating visualizations Dashboard Editor: Graph Dashboard Editor: Grid Dashboard Editor: Heat Map Dashboard Editor: Map Dashboard Editor: Network Interfaces for formatting visualizations Dashboard Editor: Graph: Properties Dashboard Editor: Grid: Properties Dashboard Editor: Heat Map: Properties Dashboard Editor: Map: Properties Dashboard Editor: Network: Properties Axis Scale dialog box Threshold Editor Interfaces for adding interactivity to a dashboard Filtering Options dialog box Interfaces for creating metrics New Metric dialog box Select a Function dialog box Function Arguments dialog box Interfaces for creating and editing customizable, detailed 2013 MicroStrategy, Inc. v

6 Contents MicroStrategy Analytics Express User Guide dashboards Document Editor Document Editor: Layout area Document Editor: Dataset Objects Document Editor: Document Structure Document Editor: Grouping Document Editor: Notes Interfaces for defining the look and feel of a customizable, detailed dashboard About the Properties dialog box Properties dialog box, Page Setup, Page Properties dialog box, Page Setup, Margins Properties dialog box, Layout Properties, Layout Properties dialog box, Layout Properties, Color and Borders Properties dialog box, Layout Properties, Sections Properties dialog box, Layout Properties, Mobile Properties dialog box, Layout Properties, Advanced Properties dialog box, Document Properties, Document Properties dialog box, Document Properties, Export Properties dialog box, Document Properties, Table of Contents Properties dialog box, Document Properties, Watermark Properties dialog box, Document Properties, Mobile Properties dialog box, Document Properties, Advanced Interfaces for formatting a customizable, detailed dashboard Properties and Formatting dialog box: General Properties and Formatting dialog box: Layout Properties and Formatting dialog box: Image Properties and Formatting dialog box: Grid Properties and Formatting dialog box: Line Properties and Formatting dialog box: Selector Properties and Formatting dialog box: Widget Properties and Formatting dialog box: Button Properties and Formatting dialog box: Advanced Properties and Formatting dialog box: Format options Properties and Formatting dialog box: Color and Lines Properties and Formatting dialog box: Font Properties and Formatting dialog box: Number Properties and Formatting dialog box: Alignment Properties and Formatting dialog box: Effects Interfaces for thresholds Visual Threshold Editor vi 2013 MicroStrategy, Inc.

7 MicroStrategy Analytics Express User Guide Contents Advanced Thresholds Editor Format Threshold dialog box Gradients dialog box Interfaces for conditional formatting Visual Conditional Formatting Editor Conditional Formatting Editor Format dialog box Interfaces for derived elements Derived Elements Editor Format: Derived Elements dialog box Interfaces for adding links Links Editor Select Target dialog box Interfaces for totals Subtotals Editor Subtotals Editor: Definitions tab Subtotals Editor: Advanced tab Subtotals Editor: Display tab Interfaces for formatting graphs Format: Graph dialog box Format: Graph dialog box: General tab Format: Graph dialog box: Format tab Format: Graph dialog box: Number tab Format: Graph dialog box: Axes tab Format: Graph dialog box: Advanced tab Format: Graph dialog box: Options tab Interfaces for creating metrics for customizable, detailed dashboards Insert Function dialog box Insert New Metrics dialog box: Derived metrics Additional interfaces for creating customizable, detailed dashboards Attribute Forms dialog box Configure Selector dialog box Export dialog box Grouping Properties dialog box Manage Views Editor Sort Document dialog box Insert Layout dialog box View Filter dialog box Rename/Edit Objects dialog box MicroStrategy, Inc. vii

8 Contents MicroStrategy Analytics Express User Guide 7. Additional Resources Resources Documentation Index viii 2013 MicroStrategy, Inc.

9 1 1.GETTING STARTED WITH MICROSTRATEGY ANALYTICS EXPRESS Introduction MicroStrategy Analytics Express allows you to quickly create visually-striking, interactive dashboards to display and explore your business data. Once created, you can share your dashboards with a team. This section shows you how to log in and get started using Analytics Express. Signing up for a MicroStrategy Analytics Express account, page 2 Logging in to MicroStrategy Analytics Express, page 2 Starting MicroStrategy Analytics Express on an ipad, page 4 Viewing dashboards, page 4 Saving dashboards, page 6 Creating a snapshot of your dashboard, page 7 Exporting dashboards, page 7 Printing dashboards, page MicroStrategy, Inc. 1

10 1 Getting Started with MicroStrategy Analytics Express MicroStrategy Analytics Express User Guide Signing up for a MicroStrategy Analytics Express account If you do not yet have a MicroStrategy Analytics Express account, you can sign up for an account. To sign up for an Analytics Express account 1 In a browser, go to Click Sign In on the right. 2 Click Register Now. 3 In the Full Name and Address fields, type your full name and address. 4 In the Password field, type the password to use for your Analytics Express account. In the next field, type your password again as confirmation. 5 In the next field, type the answer to the verification question, then press ENTER. A confirmation is set to the address that you provided, with instructions to activate your account. Logging in to MicroStrategy Analytics Express You can access MicroStrategy Analytics Express from any computer that can run an Internet browser. To log in to Analytics Express 1 In a browser, go to Click Sign In on the right. 2 Log in to MicroStrategy Analytics Express using your user name and password. Click Sign In. 2 Signing up for a MicroStrategy Analytics Express account 2013 MicroStrategy, Inc.

11 MicroStrategy Analytics Express User Guide Getting Started with MicroStrategy Analytics Express 1 3 If this is your first time logging in to Analytics Express, a welcome message is displayed asking if you would like to view a quick tour of Analytics Express. Do one of the following: To view the tour, click Yes. Click Next to continue viewing each section of the tour, then click Get Started when finished to begin using Analytics Express. To immediately begin using Analytics Express, click No Thanks. Click Get Started. 4 By default, the Dashboards page opens, displaying a list of all available dashboards. 5 A list of teams with which you can share dashboards is displayed in the Teams list to the left. If this is your first time logging in to Analytics Express, the Personal area is displayed. You can access free Personal functionality in the Personal area, including creating and sharing dashboards. 6 To begin using Analytics Express s reporting capability, click the name of an existing team from the Teams list or create a team with which to share your dashboards. For background information and steps to create a team, see Creating, renaming, displaying, and deleting teams, page MicroStrategy, Inc. Logging in to MicroStrategy Analytics Express 3

12 1 Getting Started with MicroStrategy Analytics Express MicroStrategy Analytics Express User Guide Starting MicroStrategy Analytics Express on an ipad Prerequisite The following procedure assumes that you have already installed the MicroStrategy Mobile application on your ipad. For installation requirements, such as supported ios versions, see the MicroStrategy Readme. To log in to MicroStrategy Analytics Express on an ipad 1 Launch the MicroStrategy Mobile application. 2 On the Home screen, tap the gear button, then tap MicroStrategy Analytics Express. 3 Enter your address and password in the and Password fields, then tap Sign In. 4 A list is displayed to the left, containing each team that you belong to. 5 Tap any team to view the dashboards available for viewing in the team. If a Team Launchpad has been created for the team, the Team Launchpad is displayed. You can tap the links in the Team Launchpad to open links, view dashboards, and so on. To analyze data in a dashboard on an ipad, see Analyzing dashboards on an ipad, page 56. Viewing dashboards A dashboard is commonly used to assess company performance, to take a quick status check of the company, or to monitor personal work or work group contributions to overall goals of the business. Dashboards summarize 4 Starting MicroStrategy Analytics Express on an ipad 2013 MicroStrategy, Inc.

13 MicroStrategy Analytics Express User Guide Getting Started with MicroStrategy Analytics Express 1 key business indicators by presenting them in visually intuitive, easy-to-read, interactive documents. To open a dashboard 1 Log in to Analytics Express using your user name and password. 2 To view the dashboards available for a specific team, from the left under Teams, select the name of the team whose dashboards you want to view. A team is a collection of users that can share their dashboards securely with any other members of their team. 3 From the top of the Analytics Express home page, click Dashboards. A list of available dashboards is displayed. If the Dashboards page is not displayed, from the toolbar, click Full Navigation. If the Full Navigation option is not available, from the right, click the image or text link of the dashboard that you want to open. 4 You can filter the list of dashboards displayed on the Dashboards page. From the left, under Views, select one of the following: All Dashboards: View all available dashboards. Owned By Me: View only the dashboards that you own MicroStrategy, Inc. Viewing dashboards 5

14 1 Getting Started with MicroStrategy Analytics Express MicroStrategy Analytics Express User Guide Shared With Me: View dashboards that other users have shared with you. 5 Click the name of the dashboard to open it and view its data. 6 To view the dashboard in Full Screen Mode, from the dashboard toolbar, click the Full Screen or Presentation View icon. To exit Full Screen Mode, click the Exit Full Screen icon. 7 To analyze the data displayed in a dashboard, see Analyzing data in a dashboard, page 12. Saving dashboards You can make changes to the dashboard and save them for easy access at a later date. Prerequisite You must have permission to modify and save the dashboard. To save a dashboard 1 Open the dashboard that you want to save, and make any changes. For steps to create or modify dashboards, see About creating dashboards with MicroStrategy Analytics Express, page Save your changes by doing one of the following: To save your changes and continue viewing the dashboard, click Save. To save your changes and close the dashboard, click Save and Close. 3 If you are saving a new dashboard, the Save As dialog box opens. Type a name and description for the dashboard, then click OK to save your changes. 6 Saving dashboards 2013 MicroStrategy, Inc.

15 MicroStrategy Analytics Express User Guide Getting Started with MicroStrategy Analytics Express 1 Creating a snapshot of your dashboard You can view a quick snapshot of your dashboard results outside of Analytics Express. You do this by exporting the dashboard as an image file. To create a snapshot of a dashboard 1 In the dashboard, from the Tools menu, point to Export, then select Image. If this option is not available, your dashboard was designed to support exporting to an Excel or PDF file. For steps, see To export a dashboard, page 7. 2 Navigate to the location in which you want to save the dashboard image, then type a name for the image in the File Name field. 3 Click Save to save your image. Exporting dashboards You can export a dashboard, or you can export a single visualization in a dashboard. For steps, see the appropriate link below: Exporting a dashboard, page 7 Exporting a visualization, page 8 Exporting a dashboard If your dashboard supports exporting, you can export the dashboard to a PDF or Excel file for viewing outside of Analytics Express. To export a dashboard 1 In the dashboard, do one of the following: 2013 MicroStrategy, Inc. Creating a snapshot of your dashboard 7

16 1 Getting Started with MicroStrategy Analytics Express MicroStrategy Analytics Express User Guide If your dashboard contains the Home menu, from the Home menu, point to Export. If your dashboard contains the Tools menu, from the Tools menu, point to Export. 2 Select one of the following: Excel: To export the dashboard as an Excel file, select Excel. If this option is not available, your dashboard was designed to support exporting to a a PDF file. To open the Excel file, click Open. The dashboard is exported and displayed in a browser window. To save a copy of the Excel file, click Save. The Excel file is saved. To save a copy of the Excel file using a specific name and location, click Save As. Navigate to the location in which you want to save the Excel file and specify a name for the file in the File Name field. Click OK. The Excel file is saved. PDF: To export the dashboard as a PDF file, select PDF. The dashboard is exported and displayed in a browser window. Exporting a visualization Once you have added one or more data visualizations to your dashboard, you can export the visualization to a file for viewing outside of Analytics Express. For more information on visualizations, as well as steps to add them to a dashboard, see Creating, adding, and deleting visualizations, page 98. You can export a visualization to the following file formats: PDF file: Export the visualization to a PDF file in a reader, such as Adobe Reader. You can view the PDF on any device with a PDF reader, such as another computer, a Linux machine, a Nook, or a Kindle. This option is available for Grid and Graph visualizations. Excel file: Export the visualization to a stand-alone Excel file, to view and interact with the data outside of Analytics Express. This option is available for Grid and Graph visualizations. Image: Export the visualization as an image, similar to taking a screenshot. 8 Exporting dashboards 2013 MicroStrategy, Inc.

17 MicroStrategy Analytics Express User Guide Getting Started with MicroStrategy Analytics Express 1 Data: Save the underlying data in a visualization as a tabular comma-separated values (CSV) file. For example, a Graph visualization contains a line graph that displays revenue data across several different product categories. You can save the data in the visualization as a CSV file, with revenue data for each product category displayed in a tabular format. To export a visualization 1 In the dashboard, hover the cursor over the title bar of the visualization you want to export, then click the arrow icon in the top right. If this option is not available, the visualization was not designed to be exported. 2 Point to Export, then select one of the following: Data: To export the visualization as a CSV file, select Data. Navigate to the location in which you want to save the CSV file and specify a name for the file in the File Name field. Click OK. The CSV file is saved. Image: To export the visualization as an image, select Image. Navigate to the location in which you want to save the image and specify a name for the image in the File Name field. Click OK. The image is saved. Excel: To export the visualization as an Excel file, select Excel. Do one of the following: To open the Excel file, click Open. The visualization is exported and displayed in a browser window. To save a copy of the Excel file, click Save. The Excel file is saved. To save a copy of the Excel file using a specific name and location, click Save As. Navigate to the location in which you want to save the Excel file and specify a name for the file in the File Name field. Click OK. The Excel file is saved. PDF: To export the visualization as a PDF file, select PDF. The visualization is exported and displayed in a browser window MicroStrategy, Inc. Exporting dashboards 9

18 1 Getting Started with MicroStrategy Analytics Express MicroStrategy Analytics Express User Guide Printing dashboards To print a dashboard 1 In the dashboard, from the Home menu, select Print. If this option is not available, the dashboard was not designed to print. 2 Print the dashboard from the browser window. Suggesting a new data source Analytics Express offers a wide variety of data sources to use when creating a dashboard. For example, you can create a dashboard using data from an Excel or CSV file, a Dropbox account, a Google Drive account, or a database. You can suggest new data sources for Analytics Express. To suggest a new data source 1 In Analytics Express, log in with your user name and password. If the Dashboards page is not displayed, from the toolbar, click Full Navigation. 2 Click New Dashboard. 3 From the left, click Suggest a Data Source. A new addressed to MicroStrategy is created and opened in your default client. Type your suggestion, then send the Printing dashboards 2013 MicroStrategy, Inc.

19 2 2.ANALYZING DATA IN DASHBOARDS Introduction MicroStrategy Analytics Express provides a variety of richly interactive, out-of-the-box data visualizations that allow you to display and examine data. You can easily interact with your data to identify trends, patterns, and details at a glance MicroStrategy, Inc. 11

20 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide For example, you can: Display a smaller, more manageable subset of information by filtering data. Emphasize the data that you are most interested in by sorting information. Examine your data at different levels of detail by drilling on the data. For example, if you are examining sales data at a regional level, you can choose to drill down to view the same data at the level of individual franchise locations. This section describes ways to take advantage of Analytics Express s analytical capabilities. Analyzing data in a dashboard, page 12 Analyzing dashboards on an ipad, page 56 Analyzing data in a dashboard Depending on the way that a dashboard has been designed, you can analyze data in the dashboard in the following ways: If the dashboard was designed as a quick, easy-to-create dashboard, you can filter, drill, and group data in a dashboard, or view your data using a variety of interactive data visualizations. 12 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

21 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 The following widgets are available: Graph visualization: You can display and examine your data using a variety of different graph types, such as area graphs, line graphs, or pie charts. Grid visualization: You can display data in an interactive grid, allowing users to pivot, sort, move, drill, filter, and perform additional manipulations on data displayed in the grid. Heat Map visualization: You can display the data as a combination of colored rectangles. Each rectangle represents an attribute element, and is colored and sized according to the value of metrics in the visualization, allowing users to quickly grasp the state and impact of a large number of variables at one time. Map visualization: You can display locations as image markers or bubble markers on a map. You can enable map items to be clustered together and displayed as a circle when a large number of map markers must be displayed in the same map area. Network visualization: You can display the data as a network of nodes, with lines between the nodes representing relationships between attribute elements. For steps to analyze data in a dashboard as described above, see Analyzing data in a quick, easy-to-use dashboard, page 14. If the dashboard was designed as a detailed, customizable dashboard, you can view more information about your data using interactive data visualizations (called widgets) MicroStrategy, Inc. Analyzing data in a dashboard 13

22 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide The following data visualizations are available: Data Cloud widget: The names of business attribute elements are displayed in various sizes to depict the differences in metric values between the elements. The varying sizes allow a user to quickly identify the most significant, positive, or negative contributions. Heat Map widget: You can quickly grasp the state and impact of a large number of business variables at once using the Heat Map visualization. The data is displayed as a combination of colored rectangles, with each rectangle representing a business attribute element, and the rectangles are colored and sized according to the value of business metrics in the visualization. Microcharts widget: The data is displayed using one or more compact charts that allow you to quickly visualize trends. Bar, sparkline, and bullet microcharts are available to convey information about multiple business attribute elements at a glance. For steps to analyze data in a dashboard as described above, see Analyzing a customizable, detailed dashboard that gives you freedom pixel by pixel, page 45. Analyzing data in a quick, easy-to-use dashboard You can analyze data in a quick, easy-to-use dashboard based on: Business attribute elements: The elements of a business attribute are the unique values for that attribute. For example, 2006 and 2007 are elements of the Year attribute, while New York and London are elements of the City attribute. The value of a metric: For example, a store manager can see sales numbers for the top 5 high-performing locations in a franchise, or products that have generated over $1 million in revenue. You can examine your data at multiple levels of detail: Layout tabs: If you filter or group data in a layout tab, your selections are automatically applied to every visualization on the layout tab. For example, a dashboard contains a Grid visualization and a Heat Map visualization, which both display cost and revenue data for a series of cities and retail suppliers. Both are located on the same layout tab. If you filter to display data for the Annapolis, Chantilly, and New York only, both the Grid visualization and the Heat Map visualization are updated to only include data for these locations. 14 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

23 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 See the appropriate links below for steps to analyze data: Filtering data in a dashboard, page 16 Grouping data in a dashboard, page 21 Visualizations: If you filter, drill, sort, or perform other data manipulations on the data in a visualization, your changes are applied only to the visualization, and do not affect the display of any other visualizations in the dashboard. In the image below, the data in the Grid visualization to the left has been filtered to include data only for Annapolis, but the Heat Map contains data for New York, Annapolis, and Chantilly. For steps to analyze the data in a visualization, see the links below: Analyzing data in a Graph visualization, page 23 Analyzing data in a Grid visualization, page 31 Analyzing data in a Heat Map visualization, page 34 Analyzing data in a Map visualization, page 36 Analyzing data in a Network visualization, page 39 Removing filtering or drilling in a visualization, page 41 Examining the underlying data in a visualization, page MicroStrategy, Inc. Analyzing data in a dashboard 15

24 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide Removing filtering or drilling in a visualization, page 41 You can ensure that a dashboard displays the most up-to-date information by refreshing the data. For steps, see Refreshing the data in dashboards, page 244. Filtering data in a dashboard You can display smaller, more manageable subsets of information by filtering data. For example, a dashboard contains the number of on time, 16 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

25 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 delayed, and canceled flights across several airports, and includes data from multiple airlines. You can choose which airlines to include in your display. When you filter data in a dashboard, your selections are applied to every visualization on the layout tab currently selected in the dashboard. For example, a dashboard contains a Grid visualization and a Heat Map visualization, which both display sales data for a series of regions. Both are displayed on separate panels and are located on the Sales layout tab. If you select to only display data in the Grid visualization for the Northeast and Southeast regions, both the Grid visualization and the Heat Map visualization will be updated to only include data for Northeast and Southeast. Depending on the display style that the designer of a dashboard has chosen to use when adding filters to the dashboard, the steps to filter data may vary, as described in the links below: To filter data by selecting attribute elements, page 18 To filter data by searching for attribute elements, page 19 To filter data by selecting metric values from a slider, page 19 To filter data by defining a comparison based on a metric, page 20 To clear all selections in a filter, page 20 To clear selections in all filters, page MicroStrategy, Inc. Analyzing data in a dashboard 17

26 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide You can also filter data in a single visualization, without affecting the data displayed in any other visualization. For steps, see the appropriate link below: Analyzing data in a Graph visualization, page 23 Analyzing data in a Grid visualization, page 31 Analyzing data in a Heat Map visualization, page 34 Analyzing data in a Map visualization, page 36 Analyzing data in a Network visualization, page 39 Prerequisite The following procedures assume that you are already viewing the dashboard in which you want to filter data. To filter data by selecting attribute elements 1 If the Filters panel is not displayed in the dashboard, from the Show menu, select Filters. 2 Locate the name of the attribute in the Filters panel that you want to filter data based on. 3 If no filtering options are displayed, click the arrow icon to the left of the attribute s name to expand the filter. 4 Choose from the following: To display data for an attribute element, select the attribute element. To exclude data for an attribute element, clear the attribute element. To display data for all attribute elements at once, select the All option. If the filter contains many items, a search field is displayed. You can narrow the list of attribute elements displayed in the filter. Type the name of an attribute in the field to update the list of results. 5 If the data is not automatically filtered, click Apply to filter data using your selections. 18 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

27 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 To filter data by searching for attribute elements 1 If the Filters panel is not displayed in the dashboard, from the Show menu, select Filters. 2 In the Filters panel, locate the name of the attribute that you want to filter data based on. 3 If no filtering options are displayed, click the arrow icon to the left of the attribute s name to expand the filter. 4 In the search field, type the name of the attribute element that you want to display data for. 5 From the drop-down list, select the name of the element. The element is added to the list of elements in the filter. 6 Repeat the appropriate steps above to add additional elements to the filter. You can remove an element from the filter by clicking the x icon next to the element that you want to remove. 7 If the data is not automatically filtered, click Apply to filter data using your selections. To filter data by selecting metric values from a slider 1 If the Filters panel is not displayed in the dashboard, from the Show menu, select Filters. 2 In the Filters panel, locate the name of the metric that you want to filter data based on. If no filtering options are displayed, click the arrow icon to the left of the metric s name to expand the filter. 3 Do one of the following: To display data for a general range of metric values, click and drag the endpoints of the slider to cover the range of values for which you want to display data. The selected value range is automatically highlighted in blue. To display data for a specific range of values, press CTRL and click on the endpoint of the slider. Type the value you want to use as the new endpoint of the value range, then press ENTER MicroStrategy, Inc. Analyzing data in a dashboard 19

28 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide 4 If the data is not automatically filtered, click Apply to filter data using your selections. To filter data by defining a comparison based on a metric 1 If the Filters panel is not displayed in the dashboard, from the Show menu, select Filters. 2 In the Filters panel, locate the name of the metric that you want to filter data based on. If no filtering options are displayed, click the arrow icon to the left of the metric s name to expand the filter. 3 Click Greater than. From the drop-down list, select the operator you want to use to compare data, such as Less Than or Equals. For example, to display data for metric values that are less than $5 million, select Less Than. 4 In the field, type the value that you want to compare the metric to, then press ENTER. For example, to display data for metric values that are less than $5 million, type If the data is not automatically filtered, click Apply to filter data using your selections. To clear all selections in a filter 1 If the Filters panel is not displayed in the dashboard, from the Show menu, select Filters. 2 Next to the name of the filter, click the Clear Filter icon. All the selections in the filter are cleared and all data for the attribute or metric that the filter is based on is displayed. To clear selections in all filters 1 If the Filters panel is not displayed in the dashboard, from the Show menu, select Filters. 2 Hover the cursor over the Filters panel, then click the arrow icon displayed in the top right of the panel. 20 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

29 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 3 Select Clear All Filters. All the selections in the Filters panel are cleared and all data is displayed. Grouping data in a dashboard When you have a very large set of data in a dashboard, it can be easier to work with that data by grouping it into subsets based on a business attribute, and viewing only one of the subsets at a time. For example, a Heat Map in a dashboard displays cost and revenue data by City and Supplier. You can group the data by City and view the salary expenditures data by Supplier, one city at a time. All the data from the Heat Map is grouped into smaller, more manageable sections. Once you have chosen to group data by an attribute, you can: Click an attribute element to display the grouped data Display an animation of the data grouped by each attribute element in turn. Steps are below to group and ungroup data, as well as to display an animation of the grouped data. To group data in a dashboard 1 If the My Data panel is not displayed in the dashboard, from the Show menu, select Dataset Objects. If the Page-by area is not displayed in the dashboard, from the Show menu, select Page-by MicroStrategy, Inc. Analyzing data in a dashboard 21

30 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide 2 In the dashboard, do one of the following: To group data by an attribute, perform the following steps: a b From the My Data panel, drag and drop the attribute you want to use to group data onto the Page-by area. The elements of the attribute are automatically displayed as options in the Page-by area. By default, attribute elements in the Page-by area are displayed as selectable buttons on a button bar. You can change the style in which elements in the Page-by area are displayed. For example, you can choose to display the attribute elements as options in a drop-down list. Hover the cursor over the name of the attribute in the Page-by area, then click the arrow icon to the right and select from the list of display options. To group data using a different attribute than the attribute currently used to group data, from the My Data panel, hover the cursor over the name of the attribute in the Page-by area. Point to Replace with and select the attribute you want to group data by. To ungroup your data, hover the cursor over the name of the attribute displayed in the Page-by area, then click the arrow icon to the right and select Remove. Playing an animation of the grouped data You can display an animation of your data grouped by each attribute element in the Page-by area in a dashboard. For example, in the image below, the Page-by area contains several different cities. You can view an animation that 22 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

31 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 displays data in the dashboard grouped by Annapolis, then Baltimore, then Chantilly, and so on. To play an animation of the grouped data 1 If the Page-by area is not displayed in the dashboard, from the Show menu, select Page-by. 2 Do one of the following: To show the animation and display the data grouped by each element in the Page-by area, click the Play icon. To pause the animation, click the Stop icon. Analyzing data in a Graph visualization A Graph visualization allows you to view your data in a graphical layout, such as a bar graph or scatter graph. A designer can select from a variety of graph 2013 MicroStrategy, Inc. Analyzing data in a dashboard 23

32 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide styles to display the data. In the example below, the designer chose the vertical bar graph style. While viewing a Graph visualization, you can swap the data displayed on the horizontal axis with the data displayed on the vertical axis. From the toolbar, click the Swap icon. The data displayed on the horizontal axis is swapped with the data displayed on the vertical axis. See the appropriate link below for example images and steps to analyze data displayed in different types of graphs: For example images of the graph styles available for Graph visualizations, see Examples of Graph visualization styles, page 25. For steps to analyze the data in a dual-axis or combination graph, see Analyzing the data in dual-axis or combination graphs, page 26. For steps to analyze the data in any other type of Graph visualization, such as bar graphs, line graphs, and pie graphs, see Analyzing the data in all other graph types, page Analyzing data in a dashboard 2013 MicroStrategy, Inc.

33 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 Examples of Graph visualization styles The table below contains example images of each graph style available for a Graph visualization. Graph Style Line Description You can view your data as a vertical or horizontal line graph, with lines representing metric values for each element of an attribute. Example Image Bar You can view your data as a vertical or horizontal bar graph, with bars representing metric values for each element of an attribute. Area You can display the data in a vertical or horizontal area graph, to allow users to view an area representing metric values for each element of an attribute. Scatter You can view a scatter plot to visualize the trends of two different metrics for a set of attribute elements. In the scatter plot: One bubble is displayed for each attribute element. Each bubble s position on the X-axis represents the value of the first metric. Each bubble's position on the Y-axis represents the value of the second metric MicroStrategy, Inc. Analyzing data in a dashboard 25

34 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide Graph Style Bubble Grid Description You can view a bubble plot to visualize the trends of three or more metrics for a set of attribute elements. In the bubble plot: One bubble is displayed for each attribute element. Each bubble s position on the X-axis represents the value of the first metric. Each bubble's position on the Y-axis represents the value of the second metric. The size of each bubble represents the value of the third metric. You can view a Grid to identify trends across combinations of data. Each marker in the grid can be automatically sized or colored based on the value of a metric. For example, in the image to the right, a separate bubble is displayed for each combination of publisher and quarter. Bubbles representing large revenue values are displayed in dark blue, and bubbles for smaller revenue values are displayed in light blue. Example Image Pie or Ring You can view the contribution of attribute elements or metrics to a total by displaying data in a pie or ring graph. Analyzing the data in dual-axis or combination graphs When analyzing the data in a dual-axis or combination graph, you can sort the attribute and metric data to determine the order in which information is displayed. For example, in a bar graph containing flight information across 26 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

35 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 several airports, you can display the bar risers in ascending or descending order based on the number of on-time flights for each airport. The table below contains a list of tasks to analyze data in a dual-axis or combination graph, and steps to perform them. Prerequisite The procedures below assume that the visualization in which you want to analyze data has already been created. To sort attributes or metrics in a Graph visualization in ascending or descending order 1 In a dashboard, click the Graph visualization. If the Graph panel is not displayed, from the Show menu, select Edit Visualization. 2 In the Graph panel, hover the cursor over the name of the attribute or metric to use to sort your data, then click the arrow icon on the right. 3 Select one of the following: To sort the attribute or metric values in ascending order (from A to Z), select Sort Ascending. To sort the attribute or metric values in descending order (from Z to A), select Sort Descending. To sort data in a Graph visualization using multiple conditions 1 In a dashboard, click the Graph visualization. If the Graph panel is not displayed, from the Show menu, select Edit Visualization. 1 In the Graph panel, hover the cursor over the name of an attribute or metric, then click the arrow icon on the right. 2 Select Advanced Sort, then do one of the following: To sort by data in the series of the graph, click the Rows tab. To sort by data in the categories of the graph, click the Columns tab. 3 From the Sort by drop-down list, select the attribute value or metric to use to sort data, then do one of the following: 2013 MicroStrategy, Inc. Analyzing data in a dashboard 27

36 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide To sort the data in ascending order (from A to Z) based on the attribute or metric that you selected above, select Ascending. To sort the data in descending order (from Z to A) based on the attribute or metric that you selected above, select Descending. 4 If desired, define additional sorting criteria using the appropriate steps above. 5 Click OK to apply your changes. Analyzing the data in all other graph types You can drill on and examine your data at the level of a specific attribute element, or filter the data to display only the graph items you are interested in. Steps are included below to filter or drill on data in a Graph visualization. Depending on how the visualization was designed, you can determine whether to graph or slice data based on attributes in a Graph visualization. For example, in a bar graph that contains sales data across several years, you can slice the data to display columns of bar graphs, with each column containing a bar graph for a single year's sales data. For steps, see Determining whether to graph or slice data using attributes in a Graph visualization, page 29. You can drill on data in the following ways: When you drill on a scatter or bubble graph, Analytics Express filters the data to include only the graph items that you choose, then drills down into the data to display a separate graph item for each element of the attribute that you want to drill to. For example, a scatter graph contains profit data across several regions. If you select the bubbles for the Northeast and Central regions, then drill to Call Center, profit data for each call center in the Northeast and Central regions is displayed. When you drill on a vertical line graph, a vertical bar graph, vertical area graph, or grid, Analytics Express filters the data to include only the graph items that you choose, then displays your data in a separate graph column for each attribute element on the horizontal axis. For example, a vertical bar graph contains profit margin data across several years. If you select the bars for 2010 and 2011, then drill to Category, Analytics Express displays separate columns for 2010 and 2011 data. The 2010 column contains a graph displaying profit margin data 28 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

37 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 across multiple regions in 2010, and the 2011 column contains a graph displaying profit margin data across multiple regions in When you drill on a horizontal line graph, horizontal bar graph, or horizontal area graph, Analytics Express filters the data to include only the graph items that you choose, then displays your data in a separate graph row for each attribute element on the vertical axis. For example, a horizontal bar graph contains profit margin data across several years. If you select the bars for 2010 and 2011, then drill to Category, Analytics Express displays separate rows for 2010 and 2011 data. The 2010 row contains a graph displaying profit margin data across multiple regions in 2010, and the 2011 row contains a graph displaying profit margin data across multiple regions in To filter or drill on data in a Graph visualization 1 In the visualization, click the item that you want to filter or drill on. If desired, you can select multiple graph items at once by pressing CTRL and clicking each graph item that you want to select. 2 Hover the cursor over one of the selected graph items, then click the arrow icon. Select one of the following: To display only the graph items that you selected above and remove all other graph items from the visualization, select Keep Only. To display all graph items in the visualization except the graph items that you selected above, select Exclude. To drill on the data, point to Keep Only and Show, then select the level of data to display. For example, to display the data at the Product Category level, select Product Category. You can undo filtering or drilling on data. For steps, see Removing filtering or drilling in a visualization, page 41. Determining whether to graph or slice data using attributes in a Graph visualization When analyzing the data in a Graph visualization, you can slice the data into multiple graphs based on an attribute, or graph the attribute along the X-axis or Y-axis. For example, in the image below, the visualization is sliced into multiple columns of bar graphs based on Year. However, Category is graphed 2013 MicroStrategy, Inc. Analyzing data in a dashboard 29

38 2 Analyzing Data in Dashboards MicroStrategy Analytics Express User Guide on the X-axis, so Books, Electronics, and Movies are included on the X-axis of each graph. Prerequisites The procedure below assumes that the visualization in which you want to analyze data has already been created. The designer of the visualization must have enabled slicing the data in the visualization into multiple graphs. To determine whether to graph or slice data using attributes in a Graph visualization 1 In a dashboard, click the Graph visualization. If the Graph panel is not displayed, from the Show menu, select Edit Visualization.I 2 In the Vertical Axis area, if an arrow icon is displayed, click and drag the arrow icon so that it is displayed above the attributes to display on the Y-axis, and below the attributes to use to slice data into rows. The graph is updated and displayed. 3 In the Horizontal Axis area, if an arrow icon is displayed, click and drag the arrow icon so that it is displayed above the attributes to display on the X-axis, and below the attributes to use to slice data into columns. The graph is updated and displayed. 30 Analyzing data in a dashboard 2013 MicroStrategy, Inc.

39 MicroStrategy Analytics Express User Guide Analyzing Data in Dashboards 2 Analyzing data in a Grid visualization You can use a Grid visualization to analyze data displayed in a clean, tabular layout. For example, you can sort, rearrange, filter, and drill on data in the visualization. To resize the columns in a Grid visualization, page 31 To copy the contents of a Grid visualization to the clipboard, page 31 To sort attributes or metrics in a Grid visualization in ascending or descending order, page 32 To sort data in a Grid visualization using multiple conditions, page 32 To rearrange the attributes and metrics in a Grid visualization, page 33 To swap the attributes and metrics in the rows with those in the columns in a Grid visualization, page 33 To display subtotals in a Grid visualization, page 33 To filter or drill on data in a Grid visualization, page 34 To resize the columns in a Grid visualization 1 Hover the cursor over the right edge of the column to resize so that the cursor becomes directional arrows, then do one of the following: To resize the column manually, click and drag the column edge to the desired width. To have the column automatically sized to fit all of the column contents, double-click on the column edge. To copy the contents of a Grid visualization to the clipboard 1 In the grid, click the row that contains the data that you want to copy. You can select multiple rows by pressing SHIFT or CTRL and clicking additional rows. 2 Press CTRL + C. The contents of the selected rows are copied to the clipboard MicroStrategy, Inc. Analyzing data in a dashboard 31

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