MicroStrategy - Creating a Dashboard. In the worksheet menu, select Move to. For this check an attribute search is performed. The Co-operators used MicroStrategy's dashboards and dossiers to collate information based on inter-departmental insights, helping to optimize their business. Insert as dataset a New report with Category and Item attributes and Cost metric. Ideas. ACTION This issue has been addressed with Microstrategy Web 10. Dossiers have additionally functionality and enhancements (collaboration, responsive design, enhanced user. This function allows you to. MicroStrategy Dashboards allow any user to seamlessly transform MicroStrategy reports into interactive dashboards! So you can get Governed, high quality, sec. Visual Insights dashboards in Microstrategy 11? Dossiers are essentially the next generation of VI dashboards. Best practices to design or utilize mobile dashboards in offline mode in MicroStrategy Mobile. This will change the diagrams, depending on the value selected. In MicroStrategy Mobile 9. Right-click an element in the grid and select Calculated Member. Microstrategy Dashboard performance improvements steps: Many times, causes of poor performance can be simplified to specific components. The template should include the maximum number of attributes and metrics of any report that may use this autostyle. Follow the steps below to reproduce the issue in MicroStrategy Tutorial project: 1. To Create a Pie or Ring Chart. Delete Unused Objects. MicroStrategy (Nasdaq: MSTR) is the largest independent publicly-traded business intelligence company, with the leading enterprise analytics platform. A new VI dashboard opens, with the Intelligent Cube added to the Dataset Objects pane. The follow implementation uses the system date to qualify on the current and previous months for data models using the month dimension format of 'YYYYMM'. ACTION: The issue has been fixed in 10. The Document Properties dialog box opens. Open the document in Design or Editable Mode. Supports aggregation, which is dynamic. Choose one of the following: Save the metric. Select the type of widget from the Widget drop-down list. Create a Visual Insight dashboard in MicroStrategy Web. Delete the cube cache from cube monitor. STEPS TO REPRODUCE: 1. We create a user group in Amazon Redshift, and all the dashboard queries are allocated to this user group’s queue. 3. 6 or above, ensure the steps in KB441194 are also implemented. 4 ToUltimately, it was time to go beyond dashboards, both in concept and in name, and so the've renamed VI dashboards to ‘ dossiers ’. Every request to a MicroStrategy Web product corresponds to a. Fully customizable with editors in Dossier or Web Report Services Documents (DHTML widgets) for appearance. Create a custom subtotal with desired name in dataset report. For the other types of output, MicroStrategy Office and MicroStrategy Web in DHTML mode, the Intelligence Server generates XML. In the Dashboard A, create three selectors: Selector one selects Category element. You cannot place the widget in the Detail section of a document. Cross-tab stage. When creating a VI Dashboard which contains a grid dataset along with either a consolidation or custom group object, the 'Create Attribute' option does not display for any other normal attribute in the dataset. Ultimately, it was time to go beyond dashboards, both in concept and in name, and so the've renamed VI dashboards to ‘ dossiers ’. Select Don't warn. Tableau is a better Power BI alternative. After applying the filter, click some of the values of the product category visible in the top bar filter section. MicroStrategy Intelligence Functions:Follow the steps below. Some of the main features offered by MicroStrategy are Advanced Analytics, Data Discovery, Data Visualisation, Embedded BI, and detailed reports and statements. All the existing visual Insights dashboards will be converted to. An object prompt for one or more attributes placed on the rows. From the categories on the left, select Other > MicroStrategy for Power BI. 4200 views | January 19, 2021 00:48. Create a VI dashboard and use the report created in step 1 as the underlying dataset. Author: Intellipaat. The overall sort order is evaluated and stored in the attribute definition when the attribute is saved. You can create new schedules in the MicroStrategy Developer Schedule Manager. Users can take advantage of D3’s features and several of its wrapper libraries for making visualizations on VI Dashboards and Report Service documents . KB20300: After removing the Tahoma font in MicroStrategy Web 10. x Number of Views 1. Select the Intelligent Cube, and click Next. Gartner’s Magic Quadrant for BI and Analytics report will help. Knowlegde Base: KB258959: New feature for setting My Page as the default start page in MicroStrategy Web 10. How to rename "Total" in VI dashboard in MicroStrategy Web 10. The comment feature is just one of the ways you can collaborate with others. Dashboard. Report Services documents are fully supported (for viewing) in mobile; There are some limitations for viewing VI dashboards in mobile. If you are upgrading to MicroStrategy 11. 4 when using a report with a metric qualification prompt as a dataset a VI Dashboard/ Document with a heat map visualization. Open the document in Design or Editable Mode. MicroStrategy is usable in both forms, web and desktop tools, whereas Cognos is a web-based reporting tool mechanism. Add a personal comment or start a conversation with colleagues about a dashboard, right there on that dashboard. On Dashboard page, from tools menu, click the "add external data" option > add some data (Cube 2)> data is added in Dashboard Datasets > save the Dashboard. To configure the MicroStrategy Mobile Library app, visit the MicroStrategy. Answer: Go with dossier. This video tutorial demonstrates how to create an Agile dashboard from a classic report. When users add an attribute with large number of elements into the Filter Pane of Dossier/VI Dashboard and set the selector type to Checkbox, a search box will also be displayed so users can search the elements, which is very convenient. We can create a. Published: Jun 7, 2017. The following KB article iterates through the formatting properties and values of a grid object from a Visual Insight dashboard using the MicroStrategy Web SDK 10. • Chapter 3, Creating Dashboards and Visualizations describes how to create and format a. Microstrategy Dashboard performance improvements steps: Many times, causes of poor performance can be simplified to specific components. Power BI Pro. Ultimately, it was time to go beyond dashboards, both in concept and in name, and so the've renamed VI dashboards to ‘ dossiers ’. Note that for custom visualizations to work in mobile, you need to also include the MobileBase plugin provided by MicroStrategy in the mobile plugins directory. Create a report with: a. Right mouse click on the report and choose "Create dashboard" 3. ANALYST VIDEOS & TUTORIALS. From the Insert menu, point to Widgets, and then select Microcharts. Create a user (tester) and disable the "web publish Intelligence Cube" privileges under Web Analyst. Watch the MicroStrategy team review how to build dossiers with governed data and security filters, ensuring end users get the interactive insights that they need. It helps to browse and explore data with flexibility and also measure and observe data effectively. A user can create a history list subscription for a Visual Insight dashboard to be delivered on a schedule to a designated user's email. A VI dashboard is a customized, interactive display that you can use to explore your business data. Inside the panelstack, add a HTML container which has the URL to point to a report/document/VI dashboard within the same project (make sure this target report/document/VI dashboard has a prompt built on top of the attribute used in the selector B) Create a VI dashboard using the Category Sales Report. Our public API makes it easy for data professionals to automate clear, written explanations of their MicroStrategy visualizations. The Dashboard can be executed successfully. Users can choose to build single visualizations, more complex dashboards, or enterprise applications by means of our fully-integrated AI chat technology. Save the document in the Object TemplatesDocuments folder. Number of Views 509. I will also demonstrate how to use panel stacks,. Ideally you can design an attribute/metric label in any style; in this example we are making a basic capsule style label. Currently, it is not supported to keep the format when refresh RS document or VI dashboard from. Excel: This allows the user to export the document to Microsoft Excel in . An Update Cache subscription is not specific to mobile devices and can be used to create caches that are consumed by either MicroStrategy Web or mobile devices. Tableau. mstrc file created before and click Continue. In the past, MicroStrategy had only Reports (also called Datasets when used to provide data for a Document or a Dashboard) and Documents. Elsewhere. Dashboards executed in Flash mode require Flex Binary for the data and XML generation for the Dashboard definition. You can immediately begin sorting, pivoting, and filtering data. 4. ACTION This issue has been addressed with Microstrategy Web 10. Select the same Excel file as Data Source and choose any Refresh Policy 6. The next two steps are easy to follow: On the desktop page for large screen devices, add a basic Embed widget by dragging and dropping it into the main workspace. Create Custom Tooltips. Get Qlik’s Highlights Report. Python and R wrappers for the MicroStrategy REST APIs Connecting. After adding a dataset to a document or VI dashboard, users right-click a newly imported attribute but cannot link it to an attribute from another dataset using "Link to" menu as it is greyed out: CAUSE: This is working as designed. 2. Create the report with 3 attributes and 1 metric. The Intelligent Cube is shared as a single in-memory copy, among the different reports created by many users. A pie or ring chart requires at least one attribute and one metric. The Select Dataset dialog box opens. Right click the Revenue metric and go to Number Format, the Automatic option will be chosen by default;. Each input object on the Transaction Services report needs a separate text field. Add additional column in the same Excel file 4. Browse and incorporate these templates into your own data dashboards. Make sure 'Show Title Bar' is unchecked. Hence if the report is one of the above types, the "All Objects" or "Object Browser" options will not show up in MicroStrategy Web 9. Create a Visual Insight dashboard and add the above cube as the dataset: 3. 4. ACTION. Observe the layout and color are different as shown below: CAUSE: This is a known issue with MicroStrategy 10. Workstation is the only space for analysts and app architects to build and manage content of all types. Right click on the padlock symbol, click on Properties and Formatting. This article demonstrates how to achieve the same in Report Service Document. With the release of MicroStrategy 10. . Incorrect data is seen in a metric calculation of an aggregate from base derived metric with date attribute filtering in Dossier/VI Dashboard when the attribute join behavior is set to Outer Join To Lookup. I will also demonstrate how to use panel stacks, s. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform D3 Visualization is supported starting from MicroStrategy. STEPS TO REPRODUCE The following steps are based on the MicroStrategy Tutorial project Using the. 1 and 10. • Providing guidance to other. x, include a customized ESRI map. Vitaracharts is now FREE for Desktop and Workstation. First, let’s create a dummy dataset with an attribute like. How to create a report with a null column using metrics that are not based on facts in MicroStrategy? Symptom: The user would like to create a report with a metric that has an empty column. Diagnostic Analytics. The steps to create a dashboard in Microstrategy are as follows: Click on Create on the left side of the Microstrategy web application. Specify the desired delivery options including recipient address, subscription name. Modify the existing Custom Group Element. The impact is limited to the 'browse all objects' option on dashboard in MicroStrategy Web 10. Get Started: Create a Basic HTML file. With concurrency scaling in place for the report queries, we can see a significant. Here’s what we found: The most important types of business intelligence tool features and functionality are: Dashboards. • Chapter 3, Creating Dashboards and Visualizations describes how to create and format a dashboard, and ad d visual representa tions of the dataIn MicroStrategy 10. Assuming that a new Dashboard will contain 0 datasets, developers can insert logic to enable panels such as the "Add Existing Dataset" panel when a Dashboard has 0 datasets. Enable the data labels on the graph matrix visualization. In the Table/Range field, click the icon at the end and and select your whole data. Community & Support Search Discussions Open A Case View My CasesFollow the steps below using the MicroStrategy Tutorial project: 1. Hear from a trusted source BI initiatives come with many functional requirements and priorities, so finding the right platform can be tough. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformCreate a dashboard VI on MicroStrategy web 10. Ultimately, it was time to go beyond dashboards, both in concept and in name, and so the've renamed VI dashboards to ‘ dossiers ’. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformThe Import Data button does not work when creating a New Visual Insight Dashboard in MicroStrategy Web 9. In the following example, we have selected multiple values and you can notice how the pie-chart changes as each of the values are selected. Timestamps:. 4. CAUSE: This is by design for MicroStrategy Developer 10. g. Using the export to excel option from the grid header outputs an Excel file with the full-screen content of the dashboard even though the desired content was only a grid from the dashboard . Description: A demo that describes how to create and use MicroStrategy. A scenario may exist where developers would like to design dashboards for particular end users for use while not actively connected to the Internet. Google Looker Studio: Best for Data Sources. Add a graph matrix visualization. Create a Dashboard 2. Learn dashboard basics. Create a Visual Insight dashboard and add the above cube as the dataset: 3. To create a new data-set, click on Add. Also note that there are some limitations for viewing VI dashboards in mobile. Use Case 4. A BI Developer is a professional who designs, develops, and maintains business intelligence solutions. 0. I have made a metric selector to visualize on a board, using an attribute with the name of the metrics and a metric with a 'case', the selector works fine, but the values are unformatted, some idea. When you have a transparent company culture and visible dashboards, this can create a sense of ownership for your employees. $13. Create a connection from external tools that can read from the CDM (Common Data Model) format. Since Call Center has the “Denied All” ACL for the Demo user, only the Region and Units Sold are visible. Logon to MicroStrategy Web using the Administrator user. These limitation will be removed in a soon to be released. 1; Knowledge Base: KB322942: How to Create a Link to the Default MicroStrategy Web Home Page When a Different Default Start. 4 Easy to use new editor for MicroStrategy documents and dashboards from VitaraCharts plug-in. When you re-prompt a VI dashboard that has apostrophe in it's name it fails to execute with a completely blank screen in MicroStrategy Web 10. However the options to link - unlink attributes are available in other dashboards. In the Message content section, click the option Define Message Body (HTML). . Users that are required to solely consume Visual Insight Dashboards without the possibility make changes or review dataset objects and filters, administrators may control functionality available to a given user or group through privileges: In order to prevent users from seeing the above panels, remove the Web Analyst privilege "Web Edit Dashboard": To set a particular report to be the default start page in MicroStrategy Web, complete the following steps: Execute the report to be set as the default start page in MicroStrategy Web. The Grouping panel is displayed. STEPS TO FOLLOW: 1. What is a VI Dashboard? An object that utilizes Flash technology to create instant visualizations from new low-complexity data and existing BI Data. KB439316: The update cache subscription doesn't refresh the cache created by VI Dashboard in MicroStrategy 10. 1, a user creates a Visual Insight dashboard and wants to remove “Convert to document” option in order to prevent other users from a conversion by mistake. Avoid Duplicated Datasets. Introduction to visual insight microstrategy visual. Labels or Tags are types of classification components that help to categorize elements. Create another report with Year in the rows, and Revenue in the columns. Flip through the panels in a panel stack. MicroStrategy Workstation Become a More Intelligent Enterprise Whether you're working with dossiers, cards, documents, or managing an entire intelligent enterprise, Workstation empowers you to do everything from one place. This is possible in the most recent versions of MicroStrategy (I think 9. Format this dashboard yourself with the help of this 2 minutes video and before/after dashboard samples. Require users to answer prompts. For steps to create visualizations and analyze data in VI dashboards, see the MicroStrategy Web Help . You can add visual representations of the data (that is, called visualizations) to the dossier to make your data easier to interpret, perform manipulations on the data to customize which information to display, and organize data into multiple. The demo also covers Dashboard export settings. There are various applications of MicroStrategy. Also, users can share data and visuals without obstacles. The following steps will add a toolbar item in MicroStrategy Visual Insight Dashboards using the MicroStrategy Web SDK 10. When you re-prompt a VI dashboard that has apostrophe in it's name it fails to execute with a completely blank screen in MicroStrategy Web 10. Learn how to create a simple Visual Insight Dashboard in MicroStrategy Web. They are the derived columns which show results such as sum or average of some numeric values of a column in source data. 5. Interact in the Power BI service Collaborate with colleagues. 6. It is an irreversible alteration to the existing VI dashboard once a document is saved thus it could mean that the Visual Insight dashboard has to be re-built a. x? While there is not a method to rename the "Total" that comes integrated in MicroStrategy Web 10. MicroStrategy supports multiple languages, whereas Cognos provides a customizable dashboard. Set the two metrics outer join; Run the report, add a new subtotal as below:. Populate & Evaluate Stage: Fill report data for display. This KB article applies to:-Dossiers/VI Dashboards. 4 Hotfix 4, within the “MicroStrategy Tutorial”, create a new VI dashboard. But cube 2 is not listed in the file system. Web Run Dashboard. Using Excel, there are several different kinds of filters we can create and add to a dashboard. x, text in documents still default to that font. Pros and Cons. CAUSE: This is a known issue in MicroStrategy Web 10. SYMPTOM When the VI Dashboard is executed from Web, there are XML & HTML5 caches created. 4. After creating custom threshold ranges and colors run the VI Dashboard/ Document. 0. For example, this might be provided by a customer email attribute form of the Customer attribute. Exit the Web Customization Editor. x, no data is returned on the grid when a geo-attribute is directly added to a Dashboard via Web using the 'browse all objects' option. Add Region in Horizontal Axis. Number of years active 18. 1 these privileges can be found in the MicroStrategy Supplemental Reference for System Administration guide. On Dashboard page, from tools menu, click the "add external data" option > add some data (Cube 2)> data is added in Dashboard Datasets > save the Dashboard. Follow the steps below to reproduce the issue in MicroStrategy Tutorial project: 1. All articles. Examples here will be in Notepad++ but your preferred editor is perfectly fine. 4 Hotfix 7. blogspot. A widget is a Flash-based display of the results of dataset reports, allowing users to visualize data in different ways than traditional reports displayed as Grid/Graphs do. From VI Dashboard editor go to Republish Cube 5. On the toolbar, click Add Element. This type of business analytics employs techniques such as drill-down, data discovery, data mining, and correlations to uncover the root causes of. 4, when creating a new derived attribute within a VI Dashboard, there is no option to define translation. Inserting Panel Stacks ,Layouts ,Selectors and widget in Documents and Dashboard. Create a panel stack. The Dashboard can be executed successfully. 3. MicroStrategy Web provides a wide range of parameters that can be used in combination to achieve different types of requests. MicroStrategy has no obligation to monitor the Communication Services. Step 2: Add views to your dashboard by dragging sheets onto the dashboard. x and 10. See the image below for an example. Web Edit Dashboard. Step 3: Create a new filter that is a shortcut to report pointing to the report created in Step 2. Using MicroStrategy Tutorial warehouse, create a Data Import cube with following tables and relationships as. Step 3. Go to 'Layout' and change 'Grid Overflow (PDF & Excel)' to 'Fit to grid. Description: A short demo describing how panels, l. Also, delivering a mobile dashboard with a minimal set of. As known, MicroStrategy Web preferences can be. To take advantage of this feature, the user can either specify a key, which can be obtained via code or in the html; or they can specify the sheet based on the index. Analyze Your Data. All articles. Learn more. Collaboration in BI platforms can be important when creating new reports or dashboards. Query Builder Reports. For steps to create visualizations and analyze data in VI dashboards, see the MicroStrategy Web Help . Make sure that the ‘Enable email notification to administrator for failed cache creation’ option is checked, and that an email address has been entered. KB439316: The update cache subscription doesn't refresh the cache created by VI Dashboard in MicroStrategy 10. Navigate to the Visual Insight page in MicroStrategy Web, for example by creating a new dashboard. When we place some. After two update cache subscriptions (one with format HTML5 & one with format Presentation) created and triggered, all existing XML and HTML5 caches are deleted and a new XML cache created. NOTE: MicroStrategy Technical Support provides the following information as a courtesy to users. Answer: Go with dossier. The following example shows how to access this in. . Form Type. Once you upgrade your existing environment to the latest version, all of your VI dashboards will be converted to Dossiers. Report Services documents are fully supported (for viewing) in mobile. Report Services documents are fully supported (for viewing) in mobile. ####Build a new custom visualization Documentation on how to create a custom visualization can be found in the Developer Zone, under Creating an HTML5 Visualization. Using MicroStrategy Tutorial warehouse, create a Data Import cube with following tables and relationships as. 11K KB34605: "Keep filter modifications" option when saving a prompt report is no longer available in MicroStrategy Web 9. Double-click the security role you want to assign to the user or group. After creating custom threshold ranges and colors run the VI Dashboard/ Document. Select the Members tab. They all allow users to easily explore and visualize their data and create a dashboard. Dossiers can be created by using the new Desktop product or Workstation or simply from the Web interface which replaces Visual Insights. To define a specific subtotal displays for a report like the one shown above, follow the steps below: Select Subtotals from the Data menu. Modern Design for Dashboards . • Integrated MicroStrategy web application into Salesforce portal. Make two grids with different attributes and metrics in each 3. Right-Click on Grid and go to 'Properties and Formatting'. Confirm by hitting Republish and then Done 7. For example, we can create a simple filter by putting a field in the Filter section of the Fields list. KB440730: How to install and use fonts for Dossiers/VI Dashboards and the Export. To troubleshoot performance issues, users must identify these components, then make the appropriate modifications to the environment and/or to the MicroStrategy dashboard to reduce bottlenecking. A list of security roles in the project source opens in the main Developer pane. Pages 272 Course Hero uses AI to attempt to automatically extract content from documents to surface to you and others so you can study better, e. I will also demonstrate how to use panel stacks, s. A user can create a history list subscription for a Visual Insight dashboard to be delivered on a schedule to a designated user's email. Export to PDF. Take this SEM dashboard, for example. Alternatively, instead of creating conditional metrics inside a dashboard, you can create them as standalone objects in the folder structure. 5. If you open the Format panel after you selected a grid you should be able to see the Show Banding option. To create a customized autostyle, follow the steps below: Open a template or report editor and define a base template. In MicroStrategy 9. Enable “Use as Information Window”. CAUSE This is a known issue with MicroStrategy 10. Source: MicroRooster. Save the document. Then click on New Document. Create links to other dashboards with more granular data. The next step is to create filters. x-10. All the existing visual Insights dashboards will be converted to Dossiers. From the Visualizations panel, select Grid . The example provided in this document is provided “as-is” to the user and assumes that the user: Can program, compile (e. STEPS TO REPRODUCE: 1. Over 12+ years of experience in Data Warehousing & Business Intelligence application development, maintenance and various project implementations11+ years of IT experience with strong expertise in using MicroStrategy tool Suite as Reporting, dashboard and Administration. The following diagram depicts the role of the intelligent cube. Incorrect data is seen in a metric calculation of an aggregate from base derived metric with date attribute filtering in Dossier/VI Dashboard when the attribute join behavior is set to Outer Join To Lookup. After converting a VI Dashboard to a document, the ‘Export to Excel’ option is not available when executing the document: CAUSE The ‘Export to Excel’ option is disabled by default in converted documents. A MicroStrategy user ID to be linked to the address. Visualization with Multiple Datasets. 15. Login to MicroStrategy Web ; Create a new VI dashboard and notice that the two properties are missing: CAUSE. Configure all prompts to be Dynamically answered. 3. Create or open the document to be used as a template. Do one of the following: To apply the selections as a filter, select the Apply selections as a filter for all new targets check box. Upgrade to this version to take. x. 4. Easy to use new editor for MicroStrategy documents and dashboards from VitaraCharts plug-in. Data labels for line chart display overlapped with the line in VI dashboard in MicroStrategy Mobile 9. The AI-powered and Watson-backed analytics of Cognos lower the barrier to the use of advanced data science techniques. 2. `x` ( Lowercase) Deletes the character at the cursor location. If DHTML is disabled: From the drop-down list, under Format, select Legend. To apply the selections as a slice,. The next time you create a new document, this new template is displayed in the New Document dialog box. If the qualification prompt is. Then you have to modify the users to assign the. Also provided Before / After versions of these charts in the 2 attached dashboards (using MicroStrategy 10. Add a dataset to a VI that contains a metric that is a string (“Metric Number” in this. Create three reports named A (with attribute A), A&B (with attribute A and B),A&C (with attribute A and C) Create a dashboard based on the three reports created in last step. Get inspiration at the MicroStrategy data dashboard gallery. Once you’ve created one or more views on different sheets in Tableau, you can pull them into a dashboard in two simple steps: Step 1: Open a dashboard sheet: select Dashboard from menu, then New Dashboard. Microstrategy Web Visual Insights . 4. It also combines the agility and productivity of self-service visual data discovery with the security, scalability, and governance features of enterprise-grade business. • Chapter 3, Creating Dashboards and Visualizations describes how to create and format a dashboard, and ad d visual representa tions of the data In MicroStrategy 10. MicroStrategy - Creating Metrics. g. 6, a new parameter has been introduced in the URL API. Continue creating the metric (for example, adding levels or conditionality) . MicroStrategy also has an intuitive dashboard and tools within the panel. Note: Using the above URL will initially create the VI dashboard using the flash-based interface, as shown below: However, save the dashboard, close it, and rerun it from the folder browsing page and It will open up in HTML 5, as shown below: The MicroStrategy Internal Reference Number for the issue discussed in this technical note is DE24152. Both documents and RS dashboards provide the freedom to design a dashboard pixel-by-pixel in multiple editing and previewing modes. This is a first of many Dashboard videos and focuses on creating Dashboard templates that are reusable and can be moved between projects and project sources. This is fixed in MicroStrategy Mobile 10 application for iPad. The following steps will create a set of 3 nested selectors. This is a javascript. Follow the steps below. MicroStrategy for Jupyter is contained within mstrio-py package and is available after. x. After Cube 1 created, create a Dashboard. 3. 13. A sales team might use a business dashboard to connect data. Create a report with one attribute and one metric. MDX Reports. Insert as dataset a New report with Category and Item attributes and. ETL. See how it can be achieved. Click Insert Visualization . Grouping Multi-select elements and define a group.