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MicroStrategy Mobile User Guide

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1. cccc0 55 Answering a prompt by turning a switch off or on 57 Answering a prompt by specifying your location 0 58 Answering a prompt by typing a barcode ccccceeeeees 58 Answering a prompt by selecting one or more items from AE E E E E tecesceuc el eaas teva dees 59 Using the Prompt Summary SCreensssssssimiririsinirirsssers 61 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Contents 4 Analyzing Reports and Documents on an iPad 5 Getting Started with MicroStrategy Mobile for the BlackBerry 2011 MicroStrategy Inc Achieving the best response from MicroStrategy Mobile 62 Wgidgete Ufo ON ereerer ee cere rrr eret Corrrrr cert rere cerry rere tren ere iania 63 Analyzing reports and documents on an iPad ee 63 Sorting data in a grid report oct scsccsceccrettescceoccraniarermansamctal 64 Viewing more information about a data point on a graph E o E EE E AE E A A A EAE E 65 Viewing data at different levels drilling cccceeeeeeees 65 Viewing reports and documents links ccceceeeseeeeee 67 Viewing subsets of data changing your prompt answers 68 Opening other iPad applications from documents using OKs E A EE EEA ET AEEA A mum etme 68 Using Transaction Services enabled documents to update vou daa warehouse crni aia 69 PFS UU RA da Aia ideaa 70 Analyzing trends at a glance Microcharts
2. December 2002 Sun Mon Tue Wed Thu Fri Sat E a E Ae Ss Sack 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 30 31 1 2 34 Selections Month 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPhone 17 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide To answer a calendar prompt 1 Select a date or set of dates by doing the following e To select a single date from the calendar tap the desired date e To select a range of dates tap the first date and hold then drag to the last date e To clear a selected date tap it a second time 2 When the date or range of dates has been selected tap Done Selecting a date or a date and time from a date time wheel Date time wheels are used to specify a single date or date and time Depending upon the data required to answer them they have a column to specify the date hour and minute as well as a column to specify whether the selected time is AM or PM An example of a date time wheel is displayed below Cancel Tue Dec 30 5 55 wea Dec 31 c To clear a date time answer on the prompt summary screen swipe the prompt answer from left to right To answer a date time wheel prompt 1 Scroll through the different columns to select the date or date and time that you want the report to return data for 2 Select Done 18 Answering prompts in MicroStrategy Mobile for
3. System Database Data Modeler Customizations Business Administrator Specialist User Evaluate Install or Upgrade Configure amp Administer Model Data Design a Project Customize MicroStrategy Web Enterprise Reporting amp Scorecarding Slice and Dice Analysis Create Reports Work with a Project Advanced amp Predictive Analysis Alerts amp Proactive Notification OLAP Analysis INFORMATION SOURCE Evaluate MicroStrategy for Windows Introduction to MicroStrategy e Evaluate MicroStrategy for Linux MicroStrategy Evaluation Edition Virtual Appliance e MicroStrategy Evaluation Quick Start Guide Reporting Suite Quick Start Guide e MicroStrategy Mobile Suite Quick Start Guide e Installation amp Configuration Guide e Upgrade Guide MicroStrategy Desktop Help and MicroStrategy Web Help e System Administration Guide Intelligence Server e Supplemental Reference for System Administration Project Design Guide Including MuliSource Option e MDX Cube Reporting Guide MicroStrategy Desktop Help MicroStrategy Developer Library MicroStrategy Desktop Help and MicroStrategy Web Help Report Services Document Creation Guide Dashboards and Documents Report Services Document Analysis Guide Dashboards and Documents e Analytics Module References MicroStrategy Desktop Help and MicroStrategy Web Help e Basic Reporting Guide MicroStrategy Desktop and Web Advanced Reporting Gui
4. 124 Resizing report columns 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on a BlackBerry 6 3 Select the report or document to open and select Open Report The report is displayed 4 Scroll to the column to resize and click the trackball trackwheel 5 Select Resize Column 6 Select a size for the column and click OK 7 To save the report with the latest changes click the trackball trackwheel and select Save Sorting data To display data in the most efficient way you can reorganize how it is displayed on your report by sorting the data Sorting data is not possible in reports designed in original layout data view For more information see the MicroStrategy Mobile Design and Administration Guide You sort data based on the values displayed in a column in the grid For example in the report below there is one attribute Region and two metrics Dollar Sales and Profit You can sort on any column that is on a report When you sort you determine the sorting order either ascending or descending e An ascending sort order arranges the data alphabetically from A to Z or lowest to highest such as from 1 to 10 e A descending sort order arranges the data in reverse alphabetic order from Z to A or highest to lowest such as from 10 to 1 2011 MicroStrategy Inc Sorting data 125 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide For e
5. As you scroll among values in the report the name of that value is displayed at the bottom along with the total number of values contained within the column For example in the report below there are a total of eleven countries and France is the ninth country listed Only part of the report is displayed here France lz 462 1 298 Germany o fe e tanada je a m France g l For details about analyzing a report see Chapter 6 Analyzing Reports and Documents on a BlackBerry To navigate the data in a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Reconcile Now All reports and documents that you are subscribed to are displayed 3 Click the report you want to open and select Open Report The report is displayed 4 Scroll down the data in the columns and rows of the report To scroll vertically roll the trackwheel e Toscroll horizontally hold Alt and roll the trackwheel 102 Running reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 e For documents To view an individual dataset in a document scroll to the correct tab at the top and select it For a complete list of shortcuts you can use to navigate a report or document see Mobile device shortcuts for reports and documents page 105 5 To view the data in all the columns of a given row
6. Product UPC ht tit 9780596102388 The Prompt Summary screen displays each prompt s name description and the answers that you have provided It also displays a red asterisk next to any prompts that require an answer before the report can run If the answer that 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPhone 27 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide you have provided does not meet the prompt s requirements the requirements are displayed in red text as displayed below 02 Day a 12 2 02 Please select between 5 and 10 elements The prompt in this example requires between 5 and 10 elements while only one was provided The prompt above also shows an example of the red asterisk that indicates a required prompt The prompt summary screen allows you to change your prompt answers before running the report To change your prompt answers before running the report tap the prompt s name that you want to revise This returns you to the prompt screen To clear a date time answer on the prompt summary screen swipe the prompt answer from left to right If the prompt s answer requirements have been met select Done to run the report Achieving the best response from MicroStrategy Mobile The speed at which your list of reports is retrieved and reports are refreshed in MicroStrategy Mobile depends on several factors e Your mobile servi
7. Issue Example Solution Font size too large Cat Subcate Dollar Elect JAudio Elect Comfort Elect Gadgets Food Chocolate Food Coffee See Adjusting the font size ona report page 119 Results cut off within a column Categ Subcateg Dollar 5 aje ectro Audo eaaEiectro See Displaying column headers completely Fit to Content page 122 Results run off screen to right Some results not displayed Category Subcategory Electronics Electronics Food Food Food Gifts Gift Baskets 2007 Gifts Golf e See Displaying as much data as possible Fit to Screen page 120 e See Navigating within reports and documents page 102 e See Locking and hiding report columns page 123 118 Fitting report or document results on the screen 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on a BlackBerry 6 Adjusting the font size on a report Results may not be fully displayed on a report or document because the font size of the report results is too large To fix this issue you can adjust the font size in an individual report or document or for all reports and documents For details about adjusting the font size in an individual report or document see To adjust the font size in an individual report or document page 119 The font size you specify for an individual report is not autom
8. To remove items from a list 1 On the top left of the Selections screen tap the button The Delete Selections screen is displayed 26 Answering prompts in MicroStrategy Mobile for iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 2 Select the items that you want to remove from the list of prompt answers Items that will be removed from your list of selections appear with a red X next to them You can select all of the items by tapping the Select All button 3 Tap the Delete button to remove the items from your list of selections The Selections screen is displayed and the items are removed You can also delete items from the selections screen by swiping the item from right to left This displays a Delete button Tap this button to delete an item Using the Prompt Summary screen The Prompt Summary screen displays a variety of information about the prompts associated with a report The Prompt Summary screen is not displayed for all reports It is only displayed if one or more of the following conditions are met e The report contains more than one prompt e The answer that you provided does not meet the prompt s requirements e A prompt requires you to turn a switch on or off select a number or type in a text box An example of the prompt summary screen is shown below Back Category sales report 16 Category Books Discontinued products
9. e Phone e SMS text e Maps e Videos 34 Analyzing reports and documents on an iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on an iPhone 2 To open an iPhone application in a MicroStrategy document tap the image or text that is linked to the application For example a MicroStrategy document can be designed to display information about the sales of a particular product The document contains information about how the product is selling and which stores carry it When you view the document you can e Open a video demonstrating the product e View a map of the nearest stores that carry the product e Call the store to see if they have the product in stock These applications can be opened by tapping on an image or text The document designer determines how these applications are accessed on the document and what actions the applications perform For more information about designing documents see the MicroStrategy Mobile Design and Administration Guide Viewing a subset of data changing your prompt answers MicroStrategy reports and documents that present you with a question use your prompt answers to display a subset of data Some reports and documents may allow you to change your prompt answer to display different subsets of data without having to re execute the report Reports or documents that allow you to change your prompt answers have a Filter button displayed at th
10. s screen The Status bar describes the action that MicroStrategy Mobile is currently performing for example reconciling the Report List running a report or standing by as shown below status amp Ready To view more specific details about current and past activity in MicroStrategy Mobile select any report on the main page and select Status The Status page opens and displays the ten most recent Status messages plus the task that is currently executing if applicable An example of the Status page is shown below MicroStrategy Mobile Status Reconciling Report List Status Success Completion Time 14 Jun 2007 19 45 Reconciling Report List Status Success Completion Time 14 Jun 2007 19 19 Reconciling Report List Status Error Completion Time 14 Jun 2007 19 17 2011 MicroStrategy Inc Enabling real time updates in MicroStrategy Mobile 113 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide Determining last update read status and other report details A variety of information about the reports and Report Services documents is available at a glance before you run them You can see when each was last updated whether or not you viewed it and additional details The following information is available for any report Subscription Name Name given to the group of settings that define the subscription for a report or document For example a delivery time and dat
11. 1 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide Prerequisites e You must have an Apple iPhone running the following o iPhone iOS 3 x or 4 x o iPhone 4 iPhone 3G iPhone 3GS or iPod Touch device e You must have the Use MicroStrategy Mobile privilege in MicroStrategy for at least one MicroStrategy project This privilege allows you to access MicroStrategy projects from your mobile device For information on privileges contact your administrator e To view a Report Services document you must have the Mobile View Document privilege in MicroStrategy For information on privileges contact your administrator e Your administrator must install and configure MicroStrategy Mobile Server e MicroStrategy Mobile apps for the iPhone and iPad on the Apple store are interoperable with MicroStrategy Intelligence Server 9 2 and MicroStrategy Mobile Server 9 2 Getting started with MicroStrategy Mobile for iPhone For information about running MicroStrategy Mobile see Running MicroStrategy Mobile for iPhone page 3 Installing and configuring MicroStrategy Mobile on an iPhone To run MicroStrategy Mobile on your iPhone you must have the application installed on your iPhone Your administrator may have already installed the application on your device If the MicroStrategy Mobile application has already been installed on 2 Getting started with MicroStrategy Mobile for iPhone 2011 MicroStrat
12. 4 From the list of available levels choose the level or levels at which you want to calculate the metrics 5 Return to the previous screen by clicking Back on your device 6 To finish answering the prompt and editing or creating the subscription click Back on the device again and select Subscribe The Report List is displayed To answer a prompt by defining a filter based on an attribute or hierarchy 1 Create or edit a subscription for a prompted report or document 2 Ifthe prompt has a saved answer the name of the answer is displayed in the Answers field You can keep this answer and click then select Subscribe to create the subscription For information about saving and reusing prompt answers see To save a prompt answer page 96 3 You can add your own answer to the prompt by scrolling to the Answers drop down menu and selecting New then selecting Edit as shown below Answers New mnan 94 Answering prompts in MicroStrategy Mobile for BlackBerry 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 If you are answering a prompt based on a hierarchy a list of available hierarchies is displayed Select the hierarchy you want to use for the prompt 4 Scroll to Attribute and click the Edit icon A list of available attributes is displayed 5 Select the attribute you want to filter data based on click and choose Select 6 Select Op
13. Quick Start Guide Evaluate MicroStrategy Mobile as a departmental solution Provides detailed information to download install configure and use the MicroStrategy Mobile Suite Manuals for query reporting and analysis MicroStrategy Installation and Configuration Guide Information to install and configure MicroStrategy products on Windows UNIX Linux and HP platforms as well as basic maintenance guidelines 134 Documentation 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Additional Resources MicroStrategy Upgrade Guide Instructions to upgrade existing MicroStrategy products MicroStrategy Project Design Guide Information to create and modify MicroStrategy projects and understand facts attributes hierarchies transformations advanced schemas and project optimization MicroStrategy Basic Reporting Guide Instructions to get started with MicroStrategy Desktop and MicroStrategy Web and how to analyze data in a report Includes the basics for creating reports metrics filters and prompts MicroStrategy Advanced Reporting Guide Enhancing Your Business Intelligence Application Instructions for advanced topics in the MicroStrategy system building on information in the Basic Reporting Guide Topics include reports Freeform SQL reports Query Builder reports filters metrics Data Mining Services custom groups consolidations and prompts MicroStrategy Report Services Document Analysis Guide Ana
14. You can specify that all reports and documents are saved by default to a media card or you can choose specific ones to store on a media card When you specify that all reports should be stored on a media card instead of the device all new reports are stored on the media card Existing reports and documents remain in their current storage locations Steps to store some or all reports and documents on a media card are below You can display the storage location and size of each report and document next to it in the Report List To do so from the Show Storage Details drop down list in the Preferences page select Yes If you are using a device that does not support media cards the option is listed as Display Size Information in Report List Prerequisites e To store reports and documents on a media card your mobile device must support the use of media cards To store all reports and documents on a media card The setting described below is available only on mobile devices that support media cards _ Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Preferences The Preferences screen is displayed 3 Select the value displayed in the Storage Location field 4 Select Media Card 5 Click and select Save 6 When you are done click the escape button on the device to return to the list of reports and documents 108 Storing reports and documents on a media card 2011 MicroStrategy I
15. Achieving the best response from MicroStrategy Mobile 2011 MicroStrategy Inc ANALYZING REPORTS AND DOCUMENTS ON A BLACKBERRY Introduction This chapter provides an overview of MicroStrategy Mobile for the BlackBerry and some of the more advanced tasks that an analyst can perform with the application on his or her mobile device It is intended for analysts who intend to analyze MicroStrategy reports and documents using MicroStrategy Mobile After you run a report or document in MicroStrategy Mobile you can customize how the data is displayed locate specific values group and sort data to narrow your analysis and more These procedures are discussed in detail later in the chapter Prerequisites e This chapter assumes you are familiar with the information provided in the MicroStrategy Basic Reporting Guide about analyzing report data and that you are familiar with the content in Chapter 5 Getting Started with MicroStrategy Mobile for the BlackBerry 2011 MicroStrategy Inc 117 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide Fitting report or document results on the screen The examples below show different displays of the same report and how that display can be changed to achieve better viewing Good report display is easy to achieve by designing the report or document efficiently for MicroStrategy Mobile See the MicroStrategy Mobile Design and Administration Guide
16. For steps to answer a prompt see Answering prompts in MicroStrategy Mobile for BlackBerry page 90 To unsubscribe from a report or document using your mobile device 1 From the Report List select the report or document that you want to unsubscribe from click and select View subscription The Subscribe screen opens An example of this screen is shown below Subscribe Elements of Region Name Elements of Region Report 11 11 09 8 50 26 PM Report Elements of Region Report Schedule Monday Morning Edit prompt answers The following information is provided on the Subscribe screen Name The name of the subscription as appears in the Report List Report The name of the report that is subscribed to Schedule The time or event that defines when a report or document is updated on the device 2011 MicroStrategy Inc Creating editing and deleting subscriptions on your mobile device 89 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide 2 Select Unsubscribe The subscription is deleted and the Report List is displayed Answering prompts in MicroStrategy Mobile for BlackBerry Some reports and documents require your input to define what data is displayed A report or document requests this information by displaying one or more questions These questions are called prompts Prompts allow the user to only display data that meets specific requirements For an introduction
17. To answer an object prompt a Select the objects to include from this list The Selected icon is displayed next to objects that you have selected b Return to the previous screen by clicking Back on your device To answer an attribute qualification prompt a Scroll to Attribute and click the Edit icon gy b Select the attribute you want to qualify on from the list of displayed attributes click and choose Select c Select Operation and then Select d Select Is and do one of the following To define which attribute elements will be included in the report select In 92 Answering prompts in MicroStrategy Mobile for BlackBerry 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 To define which attribute elements will not be included in the report select Not In e Select the Edit icon gy next to List f From the list of possible answers select the objects to include or not include depending upon your choice above on the report Selected objects appear with the selected icon next to them g Return to the Subscribe screen by clicking Back on your device twice 4 To finish answering the prompt and editing or creating the subscription click Back on the device and select Subscribe The Report List is displayed To answer a prompt by typing a specific value 1 Create or edit a subscription for a prompted report or document 2 Ifthe p
18. a quick idea of your most profitable products To sort data in a grid report 1 Tap and hold the column header you want to sort your data by The context menu opens 32 Analyzing reports and documents on an iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on aniPhone 2 2 Tap Sort The Sort menu opens for sorting in ascending or descending order as shown below evenue Growth Units Sold Revenue per Unit N 46 00 Sort Ascending 11 00 6 00 Sort Descending an NNA 2 ea nn 19 00 Tap Sort Ascending or Sort Descending as applicable Viewing data at different levels drilling Some MicroStrategy reports and documents allow you to view information at multiple levels For example a report can display time at the year level by default but can also display data grouped by quarter or month If you can drill to other levels the values that you can drill on will be underlined as shown below In the example above tapping 2002 displays data for each month in the year 2002 To change the level at which you are viewing data tap an underlined object The data is displayed on a different level as defined by the object s drill map If drilling was enabled for a report or document you can drill from page bys attributes or metrics Drilling is enabled by the designer For an introduction to drilling see the MicroStrategy Basic Reporting Guide 20
19. a report or document is fit to the contents instead of the screen some of the data may not be displayed on the screen at the same time For example the metrics of this report are not displayed because they are too far to the right of the report Category Subcategory 2667 Electronics 2667 Electronics Comfort 2007 Electronics Gadgets 2667 Food Chocolate Food Food Gifts Gifts Gifts To adjust the report so that column headers and values are displayed fully 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Click the trackball trackwheel and select Fit to Content The report is adjusted so that the column headers and values are fully visible The Fit to Content option is not available if the report is already set to Fit to Content If you manually resized one of the columns in the report both the Fit to Content and Fit to Screen options are available 5 Youcan also adjust the font size in the report to improve your view of the results For steps see Adjusting the font size on a report page 119 6 To save the report with the latest changes click the trackball trackwheel and select Save 122 Fitting report or document results on the screen 2011 MicroStrategy Inc MicroStr
20. creates a Transaction Services enabled document to allow you to approve requests track business activity and execute business decisions you can perform these tasks directly from the document Prerequisites To use a Transaction Services enabled document you must meet the following criteria e You must have the Transaction Services product e You must have the Execute Transaction privilege e The Transaction Services enabled document must already be created Using Transaction Services enabled documents Depending on the way the document is designed you may be able to manipulate data in the following ways e Edit text or numerical values in a text box e Usea slider to select from a range of values e Select values from a drop down list e Use an On Off switch for Yes or No conditions e Use a date time wheel to select a date Once you have completed your manipulations you may be able to perform one or more of the following The designer may use different names for the buttons or links described below e To preview the results of your changes in the Grid Graph without updating your data warehouse tap Recalculate e To update your data warehouse with the values you provided tap Submit e To undo the changes you have made tap Discard Changes The document reverts to the values from the last time you submitted data 2011 MicroStrategy Inc Analyzing reports and documents on aniPad 69 4 Analyzing Reports and D
21. designing efficient reports for users For information on grouping data by page see Chapter 6 Analyzing Reports and Documents on a BlackBerry 2011 MicroStrategy Inc Running reports and documents 99 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide e An example of conditional formatting thresholds is displayed on a BlackBerry below Region Performance Thresholds LY YoY Profit Mid Atlantic South East Central South North West South West England France Germany North East Viewing graph reports Graph reports present data visually in a style such as a bar line or pie graph style The images below provide examples of graph reports displayed in MicroStrategy Mobile for the BlackBerry Top 5 Suppliers by Revenue Columbia metr Plotrec ya Plotures 110812 122 559 l Universal Studios 24 354 20 Century For 163 100 Running reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 Inventory Turns vs Profit Trend 1 500 000 41 250 000 2 pooo N gt z 3 E 750 000 3 2 5 x000 3 5 250000 0 Inventry Tume Groce Proit jj Viewing a document In the list of reports and documents in MicroStrategy Mobile for BlackBerry Report Services documents appear with the following icon A MicroStrategy document is dis
22. displayed Tap the name of the printer you want to print from The printer is selected and you are returned to the Printer Options dialog box To change the number of copies to print use the plus and minus buttons If your printer supports double sided printing turn the Double sided switch on When you are satisfied with the settings tap Print Answering prompts in MicroStrategy Mobile for iPhone Some reports and documents request your input to define what data is displayed A report or document requests this information by displaying one or more questions These questions are called prompts Prompts allow the user to only display data that meets specific requirements The mechanics of answering a prompt differ depending upon the type of prompt you are answering Prompts can be divided into the following groups based on what is required to answer them Prompts that require you to define a date and or time For steps to answer this type of prompt see Answering a prompt by providing a date and or time page 17 Prompts that require you to enter information into a text box For steps to answer this type of prompt see Answering a prompt by typing in a text box page 19 Prompts that require you to select a number For steps to answer this type of prompt see Answering a prompt by selecting a number page 20 Prompts that require you to specify your location For steps to answer this type of prompt see Answering a prom
23. have retrieved and updated the list of MicroStrategy reports and Report Services documents it is possible to run these objects from your device Once you have run a report or document there are several ways to navigate and view it The following sections provide information on running a report or document in MicroStrategy Mobile and viewing and navigating it once it is opened Always access reports using the MicroStrategy Mobile application It is possible to open a report or document that is stored on your memory card by browsing to the file using your memory card explorer but this method is not supported by MicroStrategy For more information about storing reports and documents on a media card see Storing reports and documents on a media card page 107 Running a report or Report Services document When you run a report in MicroStrategy Mobile it is displayed in either a grid or graph view depending on how it was saved in MicroStrategy Desktop or Web When you run a Report Services document it is displayed as a collection of separate reports Each report in the document is displayed on its own tab above the document For information about different ways in which you can analyze reports and documents after you have run them see Chapter 6 Analyzing Reports and Documents on a BlackBerry To run a report or document in MicroStrategy Mobile 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click an
24. iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 Answering a prompt by typing in a text box Some prompts request that you enter either text or a numeric value in a text box The information that you type in the text box is then used to return a list of selections that can be used to answer the prompt An example of a prompt requesting you to type in a text box is shown below ajwie R t yu tjolp Als ojr a Hjalk e SOURCUORU Tap within the text box at the top of one of these prompts to use the keyboard to type your answer Some text boxes display a wheel with different numeric values when you tap inside the text box rather than displaying a keyboard to type an answer Scroll to the value that you want to use to answer the prompt then tap Done If the prompt has been designed with the search feature enabled as you type results will be displayed that match the letters that you are typing For example consider a prompt that asks you to specify a subcategory of books This subcategory contains books about science math and history If you type the letters S C and I in the text box the prompt suggests the answer Science below the text box To answer a prompt requesting you to type in a text box 1 Tap in the text field at the top of the text prompt The iPhone keyboard is displayed on the screen 2011 MicroStrategy Inc Answering prompts in Mi
25. is displayed 128 Viewing all values for a specific row 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on a BlackBerry 6 4 Navigate to the row whose details you want to see For information on navigating reports see Navigating within reports and documents page 102 5 Click the trackball trackwheel and select Row Details The columns and values for the selected row are displayed You can copy any of the values For example you may want to later paste the value into the Find field to search for it in the report or document To copy a value scroll to the beginning of the value and click the trackball trackwheel 6 From the menu that appears select Full Menu and then Select 7 Highlight the rest of the value by scrolling to the right 8 Click the trackball trackwheel and select Copy 9 To close the details screen and return to the report click the trackball trackwheel and select Full Menu From the menu that appears select Close Grouping data by page A large set of data on a report is generally easier to analyze and understand if you can look at only certain subsets of the data at one time To group data into subsets use the Page by feature while viewing a report The subsets that you separate your business data into are called pages and you then page your way through the report one data subset at a time Page by makes viewing a report easier than scrolling through long lists
26. it and its name appears in gray e Areport or document that contains current data displays its name in black To retrieve reports and documents 1 Select the MicroStrategy Mobile application on your BlackBerry device MicroStrategy Mobile opens and you are prompted to log in to the application 2 Enter the user name and password assigned to you by your administrator and select OK 3 A list of reports and documents to which you are subscribed is displayed as shown in the image above If your mobile device supports media cards you can display the storage location and size of each report and document in the list In the Preferences screen from the Display Storage Details drop down list select Yes Retrieving the latest list of reports 4 Click while viewing the list of reports 5 From the menu that appears select Reconcile Now The latest list of reports and documents that you are subscribed to is displayed This procedure assumes that an administrator has installed and configured MicroStrategy Mobile on your mobile device and that the device is properly configured to communicate with MicroStrategy If 84 Retrieving reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 you cannot start the application or do not see a list of reports and documents contact your administrator You can specify a time window in which new and updated
27. metrics tap the bar on the right edge of the widget 40 Interacting with data 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on an iPhone 2 Uploading images using the Photo Uploader widget Some documents may include a Photo Uploader widget which allows you to upload images by either selecting one from your photo album or by taking a picture using your device s camera if applicable To upload images using the Photo Uploader widget 1 Ina document with the Photo Uploader widget tap Add Photo If your device has a camera a menu is displayed with the option to either take a new photo or use an existing photo If your device does not have a camera your photo albums are displayed 2 To take a new photo do the following a Tap Take New Photo The camera opens b Use the camera to take a photo A preview of the photo is displayed with the option to add a caption c Ifrequired add a caption for the photo d To use this photo tap Use To discard this photo and take a new one tap Retake The photo appears in the widget 3 To use a photo from your album do the following a Tap Choose Existing Photo A list of the photo albums on your device is displayed b Navigate to the photo you want to upload and tap its thumbnail The Choose Photo screen is displayed c Use the pinch gesture to zoom into the photo and drag the photo to select which area to use d When you
28. of data Some reports already have objects in their page by field because of how they were designed in MicroStrategy Desktop or MicroStrategy Web When you view one of these reports in MicroStrategy Mobile the page by field is displayed and can be changed Changes made to the page by field can be saved when you close a report For steps to group data into pages see To group data into subsets pages page 130 These changes are saved until you update the data on the report by refreshing the data on the report or by reconciling the report list For more information about reconciling the report list see Retrieving reports and 2011 MicroStrategy Inc Grouping data by page 129 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide documents page 83 For more information about refreshing the data on a report see Manually refreshing rarely used reports to conserve memory page 110 Once data has been moved into the page by field it is possible to undo the changes For steps see To remove an object from the page by field page 131 Reconciling the report list or refreshing the report will also undo your changes to the page by field You can hide the page by field from view if you want to provide additional space for the data in the report For steps see To hide the page by field from view page 131 To further arrange objects on the report you can move report objects around the report For steps s
29. report or to jump to a section of a large report use the Find feature Steps for using this feature are described in the procedure below To find specific values in the data on a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Click the trackball trackwheel and select Find The Search dialog box opens 5 Type the text to find on the report For example type Automobiles to locate a row that contains data about automobiles 6 Do one of the following e Torun the search click the trackball trackwheel e To perform a case sensitive search on the name select Case Sensitive Search e To search starting from the bottom of the report to the top select Search Upwards 7 Ifa matching value is located on the report the correct value is selected 8 To find another occurrence of the value click the trackball trackwheel On the menu that appears select Find Next The next matching value is located if it exists on the report Viewing all values for a specific row You can view all column values for a specific row of data in the Row Details screen This helps you focus on one specific set of attribute and metric values listed in a single row 2011 MicroStrategy Inc
30. require a web browser to be viewed For supported web browsers see the MicroStrategy Readme MicroStrategy provides several ways to access help e Help button Use the Help button or question mark icon on most software windows to see help for that window e Help menu From the Help menu or link at the top of any screen select MicroStrategy Help to see the table of contents the Search field and the index for the help system e 1 key Press F1 to see context sensitive help that describes each option in the software window you are currently viewing For MicroStrategy Web MicroStrategy Web Administrator and MicroStrategy Mobile Server pressing the F1 key opens the context sensitive help for the web browser you are using to access these MicroStrategy interfaces Use the Help menu or question mark icon to access help for these MicroStrategy interfaces Accessing manuals and other documentation sources The manuals are available from your MicroStrategy disk or the machine where MicroStrategy was installed Adobe Acrobat Reader is required to view these manuals If you do not have Acrobat Reader installed on your computer you can download it from http get adobe com reader The best place for all users to begin is with the MicroStrategy Basic Reporting Guide To access the installed manuals and other documentation sources see the following procedures e To access installed manuals and other documentation sources on W
31. scanned appear in the Prompt Summary Screen with the following icon For more information about the Prompt Summary Screen see Using the Prompt Summary screen page 27 Barcode reader prompts can be answered in one of two ways You can either align the barcode with the red line that is displayed on your iPhone s screen as described below or you can enter the barcode number manually using the keypad 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPhone 23 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide To enter barcode information using your iPhone s camera 1 By default your iPhone s camera is turned on Point your iPhone s camera at the item that you want to scan positioning the barcode within the white rectangle The following image shows a barcode that is properly aligned to scan 2 When the barcode is properly positioned your iPhone beeps The barcode reader closes and the information is automatically sent to answer the prompt If you are unable to properly align or focus the camera on the barcode you can enter barcode information manually To enter barcode information manually 1 On the barcode reader screen tap the following button La The keypad is displayed as shown below Enter barcode 2 Using the keypad enter the number that corresponds with the barcode 3 Tap the Enter button The information is entered as an answer for
32. select the row and select Row Details The columns and values for the selected row are displayed Saving reports and documents You can save any of the changes that you make to a report or document in MicroStrategy Mobile Some changes are automatically saved to your device when you close the report including resizing and hiding or showing columns Others including pivoting sorting and moving objects to the page by field must be manually saved There are two different ways to save the latest version of a report or document You can save the changes you have made only to your mobile device or you can save your changes to the source report so that they are delivered to all Mobile users Steps to save a report or document are given below The time it takes to save a report depends on the current connectivity of your mobile device If you begin saving a report and then return to the Report List before the report is completely saved the status bar below the report reflects this by displaying Saving report name Prerequisites e To be able to save changes made in a report or document to the project the user must have Write permissions for the report or document For information on permissions in MicroStrategy reports and documents see the MicroStrategy Desktop online help or contact an administrator To save changes in a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2011 Mi
33. tap the name of the prompt that you want to revise This returns you to that prompt screen To clear a date time answer on the prompt summary screen swipe the prompt answer from left to right When the prompt s answer requirements are met tap Done to run the report Achieving the best response from MicroStrategy Mobile The speed at which your list of reports is retrieved and reports are refreshed in MicroStrategy Mobile depends on several factors e Your mobile service provider or internet service provider e The time at which you are accessing the reports and documents The speed at which a report or document opens in MicroStrategy Mobile depends on several factors e Amount of usable memory on the mobile device e The version of the mobile device e The size and contents of the reports and documents For best practices for creating reports and documents for use with MicroStrategy Mobile see the MicroStrategy Mobile Design and Administration Guide Consider creating subscriptions to your most commonly used reports and documents This gives you access to them in the Reports tab on your Home screen and can pre load their contents on your device so that they open more quickly 62 Achieving the best response from MicroStrategy Mobile 2011 MicroStrategy Inc ANALYZING REPORTS AND DOCUMENTS ON AN IPAD Introduction This chapter describes the tasks you can perform to interact with and analyze data in MicroStrat
34. that you use and update frequently e Freeze the data in specific reports by ensuring that the reports are not automatically updated when you reconcile the Report List e Control when a specific report is updated with new data e Distinguish between reports that you do not intend to use on a daily basis and reports you intend to use every day To conserve device or media card memory you can set a report to be manually refreshed and also remove the data from the report This ensures that the report is not saved on the device or media card 110 Conserving mobile device memory 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 To set reports to be manually refreshed 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Reconcile Now All reports and documents that you are subscribed to are displayed 3 Select the report or document you want to set to manual refresh 4 From the menu that appears select Report Options The Update Type screen opens 5 Toensure that reports and documents are not copied to your device or media card unless you refresh them individually click and select Manual 6 Scroll to select OK Click to save your changes To display the latest data in these reports highlight the report and select Refresh from the Report List Removing data from reports and documents Another way
35. the same location you may be able to navigate through the details for each point e Select a different metric by tapping the header in the top right e Scroll through the map by performing a swipe in the direction that you want to scroll 2011 MicroStrategy Inc Interacting with data 39 2 Analyzing Reports and Documents on an iPhone MicroStrategy Mobile Analysis Guide e Zoom by performing a pinch e Switch between Map Satellite and Hybrid view by tapping the appropriate button Analyzing data on a time based graph Time Series widgets Reports and documents can include a line graph that displays data over a period of time This is called a Time Series widget A Time Series widget can contain multiple data series on the same graph For example the values for the Profit metric for the Business and Drama subcategories are displayed in the image below The widget displays a slider at the bottom which highlights the current time period The actions that you can perform with a Time Series widget depend upon how the widget was designed Depending upon the widget that you are analyzing do any of the following e To display tooltips tap and hold on the graph To scroll through the time axis swipe horizontally or drag the highlighted portion of the slider at the bottom To determine the range of values you want to view drag the left or right edge of the slider to adjust its size e To view a legend of all the
36. to prompts and prompted reports and documents see the MicroStrategy Basic Reporting Guide Users are required to answer prompts whenever they create a subscription to a report or document that contains prompts or whenever they choose to edit a subscription to a prompted report or document To create a subscription see Creating subscriptions on your mobile device page 85 To edit a subscription see Editing and deleting subscriptions on your mobile device page 87 The mechanics of answering a prompt differ depending upon the type of prompt you are answering Prompts can be divided into the following groups based on what is required to answer them e Prompts that request you to select items from a list to define the data you want to see on the report For steps to answer prompts by selecting from a list see To answer a prompt by selecting answers from a list page 92 For those knowledgeable about prompt design these types of prompts include attribute qualification prompts and object prompts e Prompts that request you to type in specific values or text to search for such as a specific date a number or a word For steps to answer prompts by typing text or values see To answer a prompt by typing a specific value page 93 For those knowledgeable about prompt design these types of prompts are called value prompts and include date prompts numeric prompts text prompts long prompts and Big Decimal prompts e Prompts that
37. to search for and tap Search Items that match your search term are displayed 6 Tap items to select them Selected items appear with a green check mark next to them 7 Tap Done The Selections screen is displayed and the selected items are added to the list Searching for an item using barcode information 8 Tap Barcode g The barcode scanner is displayed 9 Follow the steps described in Answering a prompt by typing a barcode page 58 to enter the barcode information to the prompt The item with the matching barcode is displayed in the Add Items list 10 Tap an item to add it to your selections The Selections screen is displayed and the selected item is added to the list 11 When you have made all your selections review your selections on the Selections screen and then select Done To remove items from a list 1 At the top left of the Selections screen tap The Delete Selections screen is displayed 2 Select the items that you want to remove from the list of prompt answers Items that will be removed from your list of selections appear with a red X next to them To select all the items tap Select All 60 Answering prompts in MicroStrategy Mobile for iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPad 3 3 Tap Delete to remove the items from your list of selections The Selections screen is displayed and the items are removed Using the Prompt Summa
38. using gestures as described in Using gestures for page by page 48 Using gestures for page by You can use gestures to navigate through pages in up to two page by groups displayed at the top of the report The gestures for each page by group starting from the left are as follows First group from the left Drag to the left or right edge of the current page and continue dragging to switch to the next or previous page A tooltip 48 Running reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPad 3 displaying the page by group the title of the current page and the title of the next page is displayed in the center of the screen as shown below e Second group from the left Drag to the top or bottom edge of the page and continue dragging to switch to the next or previous page A tooltip displaying the page by attribute the title of the current page and the title of the next page is displayed in the center of the screen Viewing Report Services documents Report Services documents contain several representations of key performance indicators KPIs giving you various perspectives of your business data Viewing panels in a panel stack A document may contain a collection of visualizations which can be placed on panels These panels can further be grouped on panel stacks allowing you to navigate between panels like pages By default you ca
39. 11 MicroStrategy Inc Analyzing reports and documents on aniPhone 33 2 Analyzing Reports and Documents on an iPhone MicroStrategy Mobile Analysis Guide Viewing reports and documents links A link is a connection between the currently displayed MicroStrategy document and another document or report When selected a link executes a document or report from the currently displayed document Links in MicroStrategy documents can be displayed as images or text The function and appearance of a link depends upon the way it is designed To follow a link that is displayed on a document tap the linked image or text When a link executes a report or document it can change the following properties of the report or document that it executes e The grouping of a report or document e The layout of a document e The view ofa report as a grid as a graph or as a grid and graph e The prompt answers that are used in a report or document A link can also return you to the Prompt Summary screen or the Group by page For more information about the Prompt Summary screen and the Group by page see Chapter 1 Getting Started with MicroStrategy Mobile for iPhone For steps to create links in documents see the MicroStrategy Mobile Design and Administration Guide Opening iPhone applications in documents using links A document can interact with applications that are stored on your iPhone Documents can interact with the following applications e Email
40. 3 Reverting to original FC OI ce cscs scence tric icieoreereteereence 104 Mobile device shortcuts for reports and documents 105 Choosing when reports and documents are sent to a BlackBer sucia a a 105 Storing reports and documents on a media card 107 Conserving mobile device MOMOSY cccceccsesseeeeneseeeeeseseees 109 Manually refreshing rarely used reports to conserve MEMOJ cisisrcccssairsinaihtrincstninieimecnninbraie nn eeEne 110 Removing data from reports and documents 00 111 Enabling real time updates in MicroStrategy Mobile 112 Viewing current activity in the application ceeeeeee 112 Determining last update read status and other report STAN EE E E E A E ne Meia 114 Achieving the best response from MicroStrategy Mobile 115 6 Analyzing Reports INPRO RUCNON iiiindininMiiUN iE 117 oo oer Fitting report or document results on the screen n 118 oy Adjusting the font size ON a TepOrTt wissisicsssncecsseesssesassressienensss 119 Displaying as much data as possible Fit to Screen 120 Displaying column headers completely Fit to Content 122 Locking and hiding report COMMING ssissctissniecsckexicerxiserseiccieiiaraaee 123 Resizing report ColuM S escra 124 SONM GA d eiid eeii 125 Finding values in a report or document s 126 Viewing all values for a specific FOW isssrrsisisiririeiininrinsensssisisuisi 127 Grouping data Dy page nesrin e
41. 5 197 420 Total 600 027 225 749 825 776 10 Running and viewing reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 Viewing graph reports Graph reports present data visually in a style such as a bar line or pie graph The images below provide examples of graph reports displayed in MicroStrategy Mobile for the iPhone C Inventory Turns amp Profit Trend 2 75 1 500 62 50 25 q M Gross Profit USD o lt R q Sports amp Health e To view tooltips to explain parts of a graph such as a single bar in a bar graph tap and hold on the screen e To zoom perform a pinch on the center of the screen or double tap the center of the screen to switch between a zoomed in view and a zoomed out view 2011 MicroStrategy Inc Running and viewing reports and documents 11 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide Viewing and navigating data in a Report Services document Documents are used to present data from multiple reports in a presentation quality format They can contain a variety of graphics and text depending upon their design The following actions can be used to view and navigate data in a document Some of these actions may be disabled by the designer For more information about designing documents for use on the iPhone see the MicroStrategy M
42. Center New Orleans You may be able to perform the following actions in a Graph Matrix visualization e Usea pinch gesture to zoom into the graphs To return to the original zoom level double tap the visualization e Tap and hold points on the graphs to view additional information about them 2011 MicroStrategy Inc Using Visual Insight analyses on aniPad 79 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis Guide 80 Using Visual Insight analyses on an iPad 2011 MicroStrategy Inc GETTING STARTED WITH MICROSTRATEGY MOBILE FOR THE BLACKBERRY Introduction This chapter provides an overview of MicroStrategy Mobile for the BlackBerry and some of the main tasks that an analyst can perform with the application on his or her mobile device It is intended for analysts who run and analyze MicroStrategy reports and documents using MicroStrategy Mobile Prerequisites e You must have MicroStrategy Mobile installed on your mobile device to perform the tasks in this chapter e You must have the Use MicroStrategy Mobile privilege for at least one MicroStrategy project This privilege allows you to access MicroStrategy projects using MicroStrategy Mobile on your mobile device For information on obtaining the necessary privileges contact your administrator e To view a Report Services document in MicroStrategy Mobile you must have the Mobile View Document privilege For more information on obtai
43. Computer Software clause at DFAR 252 227 7013 et seq or subparagraphs c 1 and 2 of the Commercial Computer Software Restricted Rights at FAR 52 227 19 as applicable Contractor is MicroStrategy Inc 1850 Towers Crescent Plaza Vienna VA 22182 Rights are reserved under copyright laws of the United States with respect to unpublished portions of the Software The following are either trademarks or registered trademarks of MicroStrategy Incorporated in the United States and certain other countries MicroStrategy MicroStrategy 6 MicroStrategy 7 MicroStrategy 7i MicroStrategy 7i Evaluation Edition MicroStrategy 7i Olap Services MicroStrategy 8 MicroStrategy 9 MicroStrategy Distribution Services MicroStrategy MultiSource Option MicroStrategy Command Manager MicroStrategy Enterprise Manager MicroStrategy Object Manager MicroStrategy Reporting Suite MicroStrategy Power User MicroStrategy Analyst MicroStrategy Consumer MicroStrategy Email Delivery MicroStrategy BI Author MicroStrategy BI Modeler MicroStrategy Evaluation Edition MicroStrategy Administrator MicroStrategy Agent MicroStrategy Architect MicroStrategy BI Developer Kit MicroStrategy Broadcast Server MicroStrategy Broadcaster MicroStrategy Broadcaster Server MicroStrategy Business Intelligence Platform MicroStrategy Consulting MicroStrategy CRM Applications MicroStrategy Customer Analyzer MicroStrategy Desktop MicroStrategy Desktop Analyst MicroStrategy Desktop Desig
44. FECTIVE YOU AND NOT MICROSTRATEGY INC OR ANYONE ELSE WHO HAS BEEN INVOLVED WITH THE CREATION PRODUCTION OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING REPAIR OR CORRECTION SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES SO THE ABOVE EXCLUSION MAY NOT APPLY TO YOU In no event will MicroStrategy Inc or any other person involved with the creation production or distribution of the Software be liable to you on account of any claim for damage including any lost profits lost savings or other special incidental consequential or exemplary damages including but not limited to any damages assessed against or paid by you to any third party arising from the use inability to use quality or performance of such Software and Documentation even if MicroStrategy Inc or any such other person or entity has been advised of the possibility of such damages or for the claim by any other party In addition MicroStrategy Inc or any other person involved in the creation production or distribution of the Software shall not be liable for any claim by you or any other party for damages arising from the use inability to use quality or performance of such Software and Documentation based upon principles of contract warranty negligence strict liability for the negligence of indemnity or contribution the failure of any remedy to achieve its essential purpose or otherwise The entire liabili
45. Guide Getting Started with MicroStrategy Mobile for iPad 3 Running reports and documents you have subscribed to All the reports and documents that you are subscribed to appear under the Reports tab on the Home screen To run reports and documents you have subscribed to 1 From the Home screen tap Reports In portrait mode the tab is located at the top of the screen In landscape mode it is at the lower left of the screen The list of reports and documents you have subscribed to opens For reports and documents you have run before a thumbnail preview is displayed For reports and documents that you have not run yet a generic icon appears If a report has been recently updated it is displayed with the caption New 2 Tap areport s thumbnail or icon to run it Running reports and documents by browsing to their location In addition to running reports and documents that you are subscribed to you can browse folders in projects to locate reports or documents and run them To run reports and documents by browsing to their location 1 Inthe default Home screen tap a project s icon The folders within the project are displayed 2 Browse to the folder that contains the report or document that you want to run For reports and documents that you have run before a thumbnail preview is displayed For reports and documents that you have not run yet a generic icon appears To run a report or document in portrait mode 3 In portrai
46. Inc Using Visual Insight analyses on aniPad 77 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis Guide elements from a visualization to change your analysis An example of a Visual Insight analysis is shown below Filters Call Center Category Heat Map Region San Francisco Seattle Books Rectangle Color Percent of Revenue 2 6 1 For information on designing Visual Insight analyses see the MicroStrategy Web Help When you run an analysis it is displayed as a grid graph or a collection of one or more visualizations Depending on how the analysis is designed you may be able to do the following e If more than one visualization is available swipe to the left or right to navigate between visualizations e Use the drop down lists in the Filters pane to include or exclude attribute elements from the analysis e Use the page by bar at the top to view different groupings or pages of data Analyzing data in a Graph Matrix A Graph Matrix visualization allows you to view your data in a chart containing multiple graphs A designer can create the visualization to display 78 Using Visual Insight analyses on an iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on an iPad 4 the data in different graph styles such as line bar or scatter An example of a graph matrix that uses line graphs is shown below Filters Call Center Call
47. MicroStrategy 9 MicroStrategy Mobile Analysis Guide Analyzing Data with MicroStrategy Mobile Version 9 2 1 MicroStrategy Document Number 09510921 Eighth Edition June 2011 version 9 2 1 To ensure that you are using the documentation that corresponds to the software you are licensed to use compare this version number with the software version shown in About MicroStrategy in the Help menu of your software Document number 09510921 Copyright 2011 by MicroStrategy Incorporated All rights reserved If you have not executed a written or electronic agreement with MicroStrategy or any authorized MicroStrategy distributor the following terms apply This software and documentation are the proprietary and confidential information of MicroStrategy Incorporated and may not be provided to any other person Copyright 2001 2011 by MicroStrategy Incorporated All rights reserved THIS SOFTWARE AND DOCUMENTATION ARE PROVIDED AS IS AND WITHOUT EXPRESS OR LIMITED WARRANTY OF ANY KIND BY EITHER MICROSTRATEGY INCORPORATED OR ANYONE WHO HAS BEEN INVOLVED IN THE CREATION PRODUCTION OR DISTRIBUTION OF THE SOFTWARE OR DOCUMENTATION INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE GOOD TITLE AND NONINFRINGMENT QUALITY OR ACCURACY THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE AND DOCUMENTATION IS WITH YOU SHOULD THE SOFTWARE OR DOCUMENTATION PROVE DE
48. Phone 1 e Graph reports present data visually in styles such as a bar line or pie graph The following actions can be applied to most grid and graph reports after they have been displayed e To switch between full screen mode and non full screen mode tap the report Full screen mode displays as much data on the screen as possible Non full screen mode displays a navigation bar at the top of the grid The navigation bar shows the back button and the report name e To change the orientation between portrait and landscape rotate the device e Toscroll across large reports swipe the middle of the screen horizontally To scroll up and down large reports swipe the middle of the screen vertically e To change the group of data that is displayed tap the currently displayed group of data at the top of the report and choose another group You can also perform a horizontal swipe at the edge of the screen to move between groups of data The currently displayed group of data appears in the page by bar at the top of the report The following sections show examples of grid and graph reports displayed on an iPhone e For examples of grid reports on an iPhone see Viewing and navigating data in grid reports page 10 e For examples of graph reports on an iPhone see Viewing graph reports page 11 2011 MicroStrategy Inc Running and viewing reports and documents 9 1 Getting Started with MicroStrategy Mobile for iPhone MicroStr
49. Viewing all values for a specificrow 127 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide To view the details of a row scroll to the row click the trackball trackwheel and choose the Row Details option The details of the row are displayed shown below The Row Details screen also lets you reveal attributes or metrics that are displayed too far to the right of the screen to view the first time you run a report or document For example notice that there is no Max Sales per Customer metric displayed in the report below Customer Region Min Sales per Customer Avg Sales per C ee Frane e je However a value for a Max Sales per Customer metric is displayed in the Row Details screen shown below Row Details Customer Region Mid Atlantic Min Sales per Customer 20 Avg Sales per Customer 270 Max Sales per Customer 1 809 The row details include attributes and metric values as they appear from left to right on the report or document It is also possible to display all values for a specific row For steps see To view all values for a specific row of data page 128 To view all values for a specific row of data 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report
50. a list of available manuals in PDF format and other documentation sources 4 Click the link for the desired manual or other documentation source 5 Ifyou click the link for the Narrowcast Services SDK Guide a File Download dialog box opens This documentation resource must be 140 Documentation 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Additional Resources downloaded Select Open this file from its current location and click OK If bookmarks are not visible on the left side of an Acrobat PDF manual from the View menu click Bookmarks and Page This step varies slightly depending on your version of Adobe Acrobat Reader Documentation standards MicroStrategy online help and PDF manuals available both online and in printed format use standards to help you identify certain types of content The following table lists these standards These standards may differ depending on the language of this manual some languages have rules that supersede the table below Type Indicates bold e Button names check boxes options lists and menus that are the focus of actions or part of a list of such GUI elements and their definitions e Text to be entered by the user Example Click Select Warehouse Example Type cmdmgr f scriptfile scp and press Enter italic e New terms defined within the text and in the glossary e Names of other product manuals e When part of a command syntax indicates va
51. alendar A calendar prompt can be used to specify either a single day or a set of days A calendar prompt may request an answer within a certain time frame or may request a certain number of days to be selected An example of a calendar prompt is displayed below Select Day June 2008 in Mon Tue Wed Thu 2 3145 9 10 11 12 13 14 16 Bya 18 19 20 21 23 24 25 26 27 28 Selections Month To answer a calendar prompt 1 Select a date or set of dates by doing the following e To select a single date from the calendar tap the desired date e To select a range of dates tap the first date and hold then drag to the last date 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPad 53 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide e To clear a selected date tap it a second time 2 When the date or range of dates is selected tap Done Selecting a date or a date and time from a date time wheel Date time wheels are used to specify a single date or date and time Depending upon the data required to answer them they have a column to specify the date hour and minute as well as a column to specify whether the selected time is AM or PM An example of a date time wheel is displayed below Cancel Tue Dec 30 5 wea Dec 31 oe To clear a date time answer on the prompt summary screen swipe the prompt answer from left to right To answer a da
52. and documents If you prefer to always manually reconcile and refresh the reports you can disable automatic updates Disabling automatic update can be helpful if you regularly use mobile applications that require large amounts of bandwidth Steps to disable automatic updates are below To enable or disable automatic report updates 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Preferences The preferences screen is displayed 3 Under Report updates scroll to the Disable Updates Window check box e To enable report updates clear the check box This setting is the default e To disable report updates select the check box 4 Click and select Save 5 When you are done click the escape button on the device to return to the list of reports and documents 6 To update reports that do not automatically update you must manually refresh them For steps see To retrieve reports and documents page 84 Storing reports and documents on a media card Reports and documents viewed in MicroStrategy Mobile are saved in the mobile device s memory by default However if you require additional space 2011 MicroStrategy Inc Storing reports and documents on a media card 107 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide or do not want reports and documents saved to the device you can use an external media card such as a MicroSD card
53. and documents page 83 Steps to set the update window are below If you need to conserve bandwidth on your device and want to disable automatic updates see To enable or disable automatic report updates page 107 To specify when reports and documents are sent to MicroStrategy Mobile and for how long 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Preferences The Preferences screen is displayed 3 Select the hours in the Beginning of Update Window field Select Change option from the menu that opens 4 Scroll to the desired hour in which you want the update to begin Click to accept the new value 5 Select the minutes in the Beginning of Update Window field Select Change option from the menu that opens 6 Scroll to the desired minute in which you want the first update to begin Click to accept the new value 7 Select Device Time Zone in the Time Zone field 8 From the list choose the time zone the device is operated in and click 106 Choosing when reports and documents are sent to a BlackBerry 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 9 Select the value displayed in the Update Window Length field 10 Enter a number to specify how long the device will be updated in hours 11 Click and select Save 12 When you are done click the escape button on the device to return to the list of reports
54. assigned to you contact your administrator To run reports and documents from a folder within a project 1 From the default Home screen tap the Shared Library button shown below Ra Shared Library A list of projects that your iPhone is connected to is displayed 2 From the list of projects select the project that you want to browse The folders within the selected project are displayed 3 Browse to the folder that contains the report or document that you want to run A list of reports and documents is displayed The icon next to the report or document name indicates whether it is a grid report graph report or document e Grid reports appear with this icon e Graph reports appear with this icon il e Documents appear with this icon 4 Tap areport or document on the list to run it The report or document is displayed For information viewing and navigating reports see Viewing and navigating data in a grid or graph report page 8 For information about viewing and navigating documents see Viewing and navigating data in a Report Services document page 12 Viewing and navigating data in a grid or graph report There are two types of MicroStrategy reports grid reports and graph reports e Grid reports display business data organized in rows and columns 8 Running and viewing reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile fori
55. ategy Mobile Analysis Guide Viewing and navigating data in grid reports Grid reports are the most commonly used type of report A grid report organizes business data into rows and columns The image below shows a grid report displayed on an iPhone 304034 NearlSubcategory Metrics oost_ profit pooicameras S TAS 2002lElectronics Miscellaneous s 355 236 131 51 Some reports are designed to have data automatically appear with special formatting depending upon certain conditions such as sales over 1 million or inventory below 50 This is called conditional formatting The data that meets the condition is considered to be data that has passed the threshold of the condition once data passes the threshold the formatting is applied Thresholds are cells of data that are formatted differently from the rest of the data on a report In the example below the report uses thresholds in the Cost column and the Profit column Region Northeast Year Category Subcategory Metrics Cost Profit Revenue Art amp Architecture 679 000 UNS262 941 Business 1 010 000 S366 1 376 Literature 239 000 S286 985 Books on 114 000 st 148 Science amp Technology 5867 000 o 7 1 184 Sports amp Health 281 000 F S100 381 Total 5 3 690 1 325 5 015 Aucio Equipment 30 089 114 040 Cameras 84 694 306 580 Computers 9 904 36 547 Electronics Electronics 19 220 71 078 Miscellaneous TV s 27 397 100 111 2002 Video Equipment 54 43
56. ategy Mobile Analysis Guide Analyzing Reports and Documents on a BlackBerry 6 Locking and hiding report columns When you are viewing a report with four or more columns of data it is often useful to lock or hide certain columns to make it easier to analyze data e Lock a column to ensure that the column is always visible on the screen Regardless of how you adjust the report later the column is always displayed in its current location e Hide a column from view when you want to maximize the amount of space allotted to the other columns of data For a detailed procedure see To lock or hide a report column page 123 It is possible to unlock or show a locked or hidden column See To unlock or show a column page 124 for a detailed procedure To lock or hide a report column Hiding or locking a column that contains subcolumns will hide or lock the subcolumn 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Scroll to the column that you want to lock or hide from view and do one of the following e To lock the column Click the trackball trackwheel and select Lock Column A lock icon appears in the column s header e To hide the column Click the trackball trackwheel and select Hide Column Th
57. atically overridden by MicroStrategy Mobile even if the report contains too much data for the screen To readjust the display of the report you must change the font size manually or choose Fit to Screen or Fit to Content For details about adjusting the font in every report see To adjust the font size of all reports and documents in MicroStrategy Mobile page 120 To adjust the font size in an individual report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Click the trackball trackwheel and select Font Size 5 Select the current font size A drop down list of available font sizes appears 6 From the drop down list select a new font size for the report As you change the font size the report is updated to provide a preview of the new font size 7 Select OK to apply the changes to the report or document 2011 MicroStrategy Inc Fitting report or document results on the screen 119 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide The procedure below describes how to adjust the font size of all reports and documents in MicroStrategy Mobile If a report does not fit well on the screen the default font size you specify for all reports is ov
58. by the date and time that the subscription was created e Report The name of the report selected for the subscription e Schedule The time or event that defines when a report or document is updated on the device 2 To rename the subscription delete the text in the Name field and type a new name 3 To change the schedule for the subscription select the existing schedule The Select a trigger screen is displayed Select the desired schedule from the list The Subscribe screen is displayed and the selected schedule replaces the previous schedule 4 Ifthe subscription is to a report or document that contains prompts you can change the prompt answers for the subscription To do this select the Edit prompt answers check box 88 Creating editing and deleting subscriptions on your mobile device 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 5 Select Subscribe Depending upon whether you decided to change the prompt answers one of the following happens If you did not choose to edit the prompt answers the following screen is displayed Subscription successful ox Click OK The new subscription is updated and the Report List is displayed If you decided to edit prompt answers above you are required to answer the prompts Answer the prompts click and select Subscribe The subscription is updated and the Report List is displayed
59. ce Charles itli South Bell Caitlin Gedot Harrie Bates Mic Southwest Northwest Conner Beatrice Hunt Matthew Hall David Profit Depending on how the Heat Map widget is configured you may be able to perform the following actions To zoom in or out perform a pinch gesture e To view more information about an element tap and hold your finger over it e You can temporarily delete elements from your view To enable deleting perform the following steps o Tap the Edit button The Heat Map options appear 74 Interacting with data 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents onaniPad 4 o Tap Controls and turn on the Enable Delete switch o Tap Close e To delete an element from the Heat Map tap and hold your finger over it then tap X e To restore deleted elements tap the Edit button and in the Heat Map options dialog box tap Deleted Elements Analyzing data on a calendar The Date Selection widget displays as an interactive calendar that lets you view events for every day of the month in either a Month Week or Day view An example of a Date Selection widget showing the Day view is below May 2011 Sun 1 2 ue 3 Depending on how the Date Selection widget is configured you may be able to perform the following actions e Tap an event to view additional information about it e Tap Day Week or Month for different views of your data e Use th
60. ce provider e The time at which you are accessing the reports and documents The speed at which a report or document opens in MicroStrategy Mobile depends on several factors e The amount of usable memory on the mobile device e The processor speed of the mobile device e The version of the mobile device 28 Achieving the best response from MicroStrategy Mobile 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 The size and contents of the reports and documents For best practices to create reports and documents for use with MicroStrategy Mobile see the MicroStrategy Mobile Design and Administration Guide Consider creating subscriptions to your most commonly used reports and documents This will give you access to them in the Reports folder on your Home screen and will pre load their contents on your device so that they will open more quickly 2011 MicroStrategy Inc Achieving the best response from MicroStrategy Mobile 29 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide 30 Achieving the best response from MicroStrategy Mobile 2011 MicroStrategy Inc ANALYZING REPORTS AND DOCUMENTS ON AN IPHONE Introduction This chapter describes some of the tasks that an analyst can perform to analyze data in a MicroStrategy report or document using MicroStrategy Mobile on an iPhone After you run a report or
61. croStrategy Inc Saving reports and documents 103 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide 2 Click and select Reconcile Now All reports and documents that you are subscribed to are displayed 3 Click the report to open and select Open Report The report is displayed 4 Analyze the data in the report by sorting it moving columns adjusting the font size and so on For information on how to perform these tasks see Chapter 6 Analyzing Reports and Documents on a BlackBerry 5 To save the report and keep it open do one of the following e To save report changes to the device only Click and select Save e To save and make report changes available to all Mobile users Click and select Save to Project For details about resetting a report see To revert to the original version of a report or document page 104 Reverting to original reports After sorting data moving columns changing the font size or performing other analysis on a report you can discard your changes and revert to the original version of your report while the current report is open This original version is the same version that was originally subscribed to and downloaded to your mobile device If you begin reverting a report and then return to the Report List before the report is completely reverted the status bar below the report reads Resetting report name When you revert back to the original ve
62. croStrategy Mobile for iPhone 19 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide 2 Type a string of text to use to answer the prompt If the search feature is enabled for the prompt suggested answers are displayed below the text box as you type 3 Select an answer from the list then tap Done Answering a prompt by selecting a number Some prompts require you to provide numeric answers to questions You can provide a numeric answer in the following ways e Select a numeric value on a horizontal slider e Usea stepper to specify a number e Select a number from a wheel Steps for answering each of these types of prompts are provided below Selecting a number on a horizontal slider Some prompts use a horizontal slider to select a specific number The range between the two positions of the slider and the upper and lower limits of the values are defined when the prompt is created An example of this type of prompt is displayed below 02 Slider 695 000 e To select the value that you want to use to answer the prompt drag the slider to your chosen value Using a stepper to specify a number Some prompts display a base number with plus and minus buttons next to it This prompt is called a stepper prompt Use the plus and minus buttons to 20 Answering prompts in MicroStrategy Mobile for iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with Mi
63. croStrategy Mobile foriPhone 1 specify the number that you want to use to answer the prompt An example of this type of prompt is displayed below 40 000 To answer a stepper prompt 1 Adjust the base value displayed in the prompt by using the plus or minus buttons e To increase the value tap To decrease the value tap 2 Tap Done Selecting a number from a wheel Some prompts require you to enter a value in a text box by selecting a value from a wheel These prompts first display a text box as shown below 0 When you tap inside the text box a wheel of values is displayed at the bottom of your screen as shown below 300 000 350 000 The minimum and maximum values displayed on the wheel as well as the interval between the minimum and maximum values are defined when the prompt is designed 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPhone 21 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide To select a number from a wheel 1 Tap inside the text box The numeric wheel is displayed 2 Scroll to the value that you want to use to answer the prompt then tap Done The numeric wheel closes Answering a prompt by turning a switch off or on Some prompts require you to specify what data you want to include in the report by turning a switch on or off An example of a switch prompt is shown below OFF To answer the
64. cument To subscribe to a document you must have the Mobile View Document privilege Use the steps below to create a new subscription on your mobile device 2011 MicroStrategy Inc Creating editing and deleting subscriptions on your mobile device 85 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide To create subscriptions on a mobile device 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Full menu Select Subscribe A list of all of the folders containing reports and documents that you have access to is displayed An example of this screen is shown below MicroStrategy Tutorial Shared Reports My Reports Only the folders that are in the MicroStrategy project that you are currently connected to are displayed For more information about connecting to different projects see the MicroStrategy Mobile Design and Administration Guide 3 Browse to the report or document that you want to subscribe to by scrolling to highlight a folder then clicking and selecting Open to open the folder 4 Highlight the report or document and click Select Subscribe The Subscribe screen is displayed An example of this screen is shown below Subscribe D2 Name D2 Nov 10 2009 12 00 PM Report D2 Schedule Daily 6 pm The following information is provided on the Subscribe screen Name The name of the subscription as it will appear i
65. d other details of a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click the trackball trackwheel and select Reconcile Now All reports and documents that you are subscribed to are displayed 3 Select the report or document to open 4 From the menu that appears select Report Details The details of the report or document are displayed 5 Click the escape button on the device to return to the list of reports and documents Achieving the best response from MicroStrategy Mobile The speed at which your list of reports is retrieved and reports are refreshed in MicroStrategy Mobile depends on several factors e Your mobile service provider e The load on your company s mobile device corporate server e The time at which you are accessing the reports and documents The speed at which a report or document opens in MicroStrategy Mobile depends on several factors e Amount of usable memory on the mobile device e The processor speed of the mobile device e The version of the mobile device e The size and contents of the reports and documents For best practices to create reports and documents for use with MicroStrategy Mobile see the MicroStrategy Mobile Design and Administration Guide 2011 MicroStrategy Inc Achieving the best response from MicroStrategy Mobile 115 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide 116
66. d select Reconcile Now All reports and documents you are subscribed to are displayed 2011 MicroStrategy Inc Running reports and documents 97 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide 3 Select the report or document to open and select Open Report The report or document is displayed Prompted reports and documents display results according to the answers specified when the subscription was created These answers can be changed when the subscription is edited For more information about editing subscriptions see Creating editing and deleting subscriptions on your mobile device page 85 For more information about viewing and analyzing data in reports and documents see Chapter 6 Analyzing Reports and Documents on a BlackBerry 4 When you are done click the escape button on the device to return to the list of reports and documents Determining whether a report has been run In the list of reports and documents that is displayed when you open MicroStrategy Mobile you can determine whether a report or document has been run e Reports and documents that have already been run are displayed with a green check mark in the list of reports e Reports and documents that have not been run are displayed with either of the following o A plain grid or graph icon if the report or document has been refreshed but has not been run o Ared X if the report or document does not con
67. de MicroStrategy Desktop and Web e Analytics Modules References MicroStrategy Mobile Design and Administration Guide MicroStrategy Mobile Analysis Guide MicroStrategy Desktop Help Functions Reference e Advanced Reporting Guide MicroStrategy Desktop and Web MicroStrategy Web Help System Administration Guide Includes Distribution Services MicroStrategy Mobile Design and Administration Guide MicroStrategy Mobile Analysis Guides Narrowcast Server Guides e MicroStrategy Desktop Help and MicroStrategy Web Help e OLAP Services Guide Some products may require a separate product license CONTENTS 1 Getting Started with troduction aS 1 MicroStrategy Mobile Getting started with MicroStrategy Mobile for iPhone 2 for iPhone i nee Installing and configuring MicroStrategy Mobile on an PRONO osant ete ener aE a a aii 2 Running MicroStrategy Mobile for iPhone cseeeeees 3 Receiving alerts when data meets certain conditions Push MOUMGATIONS neninn a 5 Running and viewing reports and documents cceeeeeeeeees 6 Running reports and Report Services documents 6 Viewing and navigating data in a grid or graph report 8 Viewing and navigating data in a Report Services STATION E i AEE Rete Oren E EE E A E Sen ty pene pene mere eT 12 Sharing reports and documents via email 00ee 14 Pining reports and GOCUITIGIIG si csciscsaisiisscssact
68. document in MicroStrategy Mobile you can view data at different levels view a subset of data and interact with any widgets that are displayed You can also follow links to display different reports or documents or to access iPhone functionality such as sending email or placing phone calls Prerequisites e This chapter assumes you are familiar with the information provided in Chapter 1 Getting Started with MicroStrategy Mobile for iPhone 2011 MicroStrategy Inc 31 2 Analyzing Reports and Documents on an iPhone MicroStrategy Mobile Analysis Guide Analyzing reports and documents on an iPhone You can interact with MicroStrategy reports and documents that are displayed on an iPhone to analyze the data This section provides details to perform the following e Sorting data ina grid report page 32 e Viewing data at different levels drilling page 33 e Viewing reports and documents links page 34 e Using Transaction Services enabled documents to update your data warehouse page 36 e Viewing a subset of data changing your prompt answers page 35 You can also view details about a specific point on a graph report For more information see Viewing more information about a point on a graph tooltips page 35 Sorting data in a grid report Sorting allows you to reorganize the way data is displayed so that you can analyze it more effectively For example you could sort the data in a report in descending order of profit to get
69. e Report Name Name of the report or document Type Whether the report is a grid report graph report a report that displays both a grid and a graph or a Report Services document Description Description of the report or document Project The name of the MicroStrategy project in which the report or document resides in either MicroStrategy Web or Desktop Mobile Server The Mobile Server in which the MicroStrategy project resides Server Name The name of the Intelligence Server that is associated with the report Size The amount of memory used by the report or document in bytes Reports can be stored in the device memory or on a media card For more information see Storing reports and documents on a media card page 107 Last Updated When the data on the report or document was last refreshed Read Whether or not the report or document has already been viewed For more information see Determining whether a report has been run page 98 Storage Location Whether the report or document is stored in the device memory or on a media card For more information see Storing reports and documents on a media card page 107 Use the steps below to check the status of a report or document 114 Determining last update read status and other report details 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 To see the last update read status an
70. e Transaction privilege e The Transaction Services enabled document must already be created 36 Analyzing reports and documents on an iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on an iPhone 2 Using Transaction Services enabled documents Depending on the way the document is designed you may be able to manipulate data in the following ways e Edit text or numerical values in a text box e Usea slider to select from a range of values e Select values from a drop down list e Use an On Off switch for Yes or No conditions e Use a date time wheel to select a date Once you have completed your manipulations you may be able to perform one or more of the following The designer may use different names for the buttons or links described below e To preview the results of your changes in the Grid Graph without updating your data warehouse tap Recalculate e To update your data warehouse with the values you provided tap Submit e To undo the changes you have made tap Discard Changes The document reverts to the values from the last time you submitted data Interacting with data Documents displayed on an iPhone can contain interactive objects called widgets Reports can also display as widgets on an iPhone There are several types of widgets that can appear on an iPhone These include Interactive Grid widgets Map widgets and Time Series widgets For examples of
71. e column is hidden from view 2011 MicroStrategy Inc Locking and hiding report columns 123 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide To unlock or show a column Showing or unlocking a column that contains subcolumns will show or unlock the subcolumn 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Scroll to the column that you want to unlock or show and do one of the following e To unlock the column Click the trackball trackwheel and select Unlock Column The lock icon is removed from the column s header e To show the column Click the trackball trackwheel and select Show name of column header The column is displayed 5 To save the report with the latest changes click the trackball trackwheel and select Save Resizing report columns You can modify the size of columns in your report to draw focus on key columns of data and make the best use of the space on the screen Steps for resizing a column are detailed below To resize a report column 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now
72. e slider at the bottom to view data for a different day week or month depending on the view you choose 2011 MicroStrategy Inc Interacting with data 75 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis Guide e Events may be color coded To view a legend tap the Legend button Fj Uploading images using the Photo Uploader widget Some documents may include a Photo Uploader widget which allows you to upload images by either selecting one from your photo album or by taking a picture using your device s camera if applicable To upload images using the Photo Uploader widget 1 Ina document with the Photo Uploader widget tap Add Photo e If your device has a camera a menu is displayed with the option to either take a new photo or use an existing photo e If your device does not have a camera your photo albums are displayed 2 To take anew photo do the following a Tap Take New Photo The camera opens b Use the camera to take a photo A preview of the photo is displayed with the option to add a caption 3 To use a photo from your album do the following a Ifyour albums are not already displayed tap Choose Existing Photo A list of the photo albums on your device is displayed b Navigate to the photo you want to upload and tap its thumbnail The Choose Photo screen is displayed c Ifyou want to select a specific area of the photo to use pinch to zoom into the photo and drag on the p
73. e subset of data shown in the current page by field e To change the subset of data displayed click the attribute on the page by field and select another option 8 To save the report with the current page by selections click the trackball trackwheel and select Save To remove an object from the page by field 1 Inthe page by field at the top of the report select the name of the attribute For example if the Category attribute is in the page by field select Category 2 From the menu that appears select Move to Grid The attribute is moved out of the page by field and onto the report To hide the page by field from view 1 Open a report that contains at least one object in the page by field 2 Click the trackball trackwheel and select Hide Page By Moving objects on reports and documents You can rearrange the columns in a report so you can view data from different perspectives If a report is designed in original layout data new moving objects on a report is disabled For more information about different data views see the MicroStrategy Mobile Design and Administration Guide 2011 MicroStrategy Inc Moving objects on reports and documents 131 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide To move columns on a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click
74. e top of the screen when viewed in non full screen mode An example of the Filter button is displayed below Back RSDO2 1L 1PDF Filter To change your prompt answers after the report has run tap the Filter button The prompt screen is displayed and you can change your prompt answers Viewing more information about a point on a graph tooltips A tooltip displays detailed information about a specific data point on a graph report Tooltips provide information such as the value of a specific data 2011 MicroStrategy Inc Analyzing reports and documents on aniPhone 35 2 Analyzing Reports and Documents on an iPhone MicroStrategy Mobile Analysis Guide point the name of a group or the label of a graph s X axis An example of a tooltip in a boxplot graph is shown below edian Daily Revenue 1814 3rd Quartile 3793 jaximum Daily Revenue 16878 200901 200902 200903 2009 04 To display a tooltip on a graph report tap and hold on a data point on the graph Using Transaction Services enabled documents to update your data warehouse Once a designer creates a Transaction Services enabled document to allow you to approve requests track business activity and execute business decisions you can perform these tasks directly from the document Prerequisites To use a Transaction Services enabled document you must meet the following criteria e You must have the Transaction Services product e You must have the Execut
75. e widget that you are analyzing do any of the following To display tooltips tap and hold on the graph To scroll through the time axis swipe horizontally or drag the highlighted portion of the slider at the bottom To determine the range of values you want to view drag the left or right edge of the slider to adjust its size To view a legend of all the metrics tap the bar on the right edge of the widget Analyzing data on a heat map The Heat Map widget displays elements as rectangles and lets you quickly grasp the state and impact of a large number of variables at one time The characteristics of Heat Maps are described below 2011 MicroStrategy Inc Interacting with data 73 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis Guide e The size of each rectangle represents its relative weight e The color of each rectangle represents its relative value e Large areas displayed with thicker borders represent different groups of data e Small rectangles represent individual elements An example of a Heat Map widget is shown below Bernstein La Folks Adrien Torrison Ma Gale Loren Sawyer Leanne Kelly Laura y Central Mid Atlantic Corcoran Northeast Hollywood Rob Ingles Wal Ellerkamp Nan Zemlicka Geor Smith Tho De Le Torre S Brown Vernon Young Sar Yager Beth Kieferson Jac Strome F Lynch Sa Sonder Melani Web Walker Robert Southeast McClain Benner Nelson Arthur Pier
76. ea eiren RTE TAR 129 Moving objects on reports and documents ccccceeeeeees 131 7 Additional Resources TESOURIGE aicassiccstsccitsdcciscceaidiccissiaidsicsasecaidcaniseadsepiadinlns nines 133 DocumemalO sanee enai rerepen 133 PETTY LOMAS ses e rar aaaea 142 viii 2011 MicroStrategy Inc GETTING STARTED WITH MICROSTRATEGY MOBILE FOR IPHONE Introduction This chapter gets you started using MicroStrategy Mobile on an iPhone It also provides an overview of some of the main tasks that an analyst can perform on an iPhone using MicroStrategy Mobile It is intended for analysts who run and analyze MicroStrategy reports and Report Services documents using MicroStrategy Mobile on an iPhone MicroStrategy Mobile for iPhone supports a large degree of customization The steps and images below are based on the default settings for the application Your interaction with the application may vary depending on the configurations that your administrator has made For information about customizing MicroStrategy Mobile see the MicroStrategy Mobile Design and Administration Guide If you are planning to design reports and documents for use with MicroStrategy Mobile for iPhone see the MicroStrategy Mobile Design and Administration Guide If you are an administrator planning to install and configure MicroStrategy Mobile for mobile device users see the MicroStrategy Mobile Design and Administration Guide 2011 MicroStrategy Inc
77. ed with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide 2 Select items from the list in the following ways Selecting items from the list a Tap on items to select them Selected items appear with a green check mark next to them b Tap Done The Selections screen is displayed and the selected items are added to the list Searching for an item within the list a Tap inside the text box at the top of the screen A keyboard is displayed b Use the keyboard to enter the text that you want to search for and tap Search Items that match your search term are displayed c Tap on items to select them Selected items appear with a green check mark next to them d Tap Done The Selections screen is displayed and the selected items are added to the list Searching for an item using barcode information a Tap the following button to open the barcode reader w The barcode reader is displayed b Follow the steps described in To enter barcode information using your iPhone s camera page 24 or To enter barcode information manually page 24 to enter the barcode information to the prompt The item with the matching barcode is displayed in the Add Items list c Tap on an item to add it to your selections The Selections screen is displayed and the selected item is added to the list 3 Repeat the previous step until all of your selections have been made 4 Review your selections on the Selections screen and select Done
78. ee Moving objects on reports and documents page 131 To group data into subsets pages Moving objects to and from the page by field may impact performance in MicroStrategy Mobile depending on the amount of data in the report If you are a report designer see the MicroStrategy Mobile Design and Administration Guide for tips on designing efficient reports for users 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Select the header of the column to move to the page by field You can add attributes or metrics to the page by field Report results will be grouped based on this attribute e To move horizontally hold ALT and scroll 5 Click the trackball trackwheel From the menu that appears select Page By Selection The attribute is placed in the page by field above the report 6 To view a page of results select the attribute element 130 Grouping data by page 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on a BlackBerry 6 For example if grouping by the Category attribute select an item such as Electronics The Select an element of Category page appears 7 Select an item from the list of elements The report automatically displays only th
79. ee Viewing data at different levels drilling page 33 e Tap on objects to follow links For more information about linking see Viewing reports and documents links page 34 and Opening iPhone applications in documents using links page 34 e To toggle between full screen and non full screen mode tap the center of the screen once 38 Interacting with data 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on an iPhone 2 To scroll through the page bys in the widget swipe at the edges of the screen Analyzing data on a Map Map widgets Reports and documents can display information based on locations on a map These interactive maps are called Map widgets Map widgets can use Geo Location prompts to narrow down the map area that is displayed for example showing locations that are within a given distance from your current location For information about answering prompts on an iPhone see Chapter 1 Getting Started with MicroStrategy Mobile for iPhone Points of interest can be marked on the map and can be configured to resize according to the value of a metric In the example below the markers indicate stores in the area 2 35 PM m Nearby Stores Filter SA ies 8352 Greensboro Dr Mc Lean VA 22102 Depending upon how the Map widget was designed you may be able to e View additional information about a location by tapping its marker If there are multiple points at
80. egy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 your iPhone the MicroStrategy Mobile application icon displays on your iPhone as shown below l Sy A tlll Ill MicroStrategy If you need to install MicroStrategy Mobile on your iPhone you can download the application from Apple s App Store using the steps below To install MicroStrategy Mobile from the App Store 1 On your iPhone s main screen tap the App Store icon The App Store opens 2 Search for MicroStrategy 3 Download the MicroStrategy application After MicroStrategy Mobile has been installed on your iPhone it must be configured to connect with MicroStrategy Mobile Server and at least one MicroStrategy project For steps to configure MicroStrategy Mobile see the MicroStrategy Mobile Design and Administration Guide Running MicroStrategy Mobile for iPhone To run the MicroStrategy application on your iPhone tap the MicroStrategy Mobile icon shown below Gr NE ctl Ill MicroStrategy Enter your MicroStrategy user name and password if required When the application opens the MicroStrategy Home screen is displayed Some of the actions that may be available to you on the Home screen include browsing Mobile reports running micro applications and changing the MicroStrategy Mobile settings on your iPhone 2011 MicroStrategy Inc Getting started with MicroStrategy Mobile for iP
81. egy Mobile Design and Administration Guide Viewing subsets of data changing your prompt answers MicroStrategy reports and documents that contain prompts use your prompt answers to display a subset of data Some reports and documents may allow you to change your prompt answer to display different subsets of data without having to navigate to the report and re execute it Reports or documents that allow you to change your prompt answers have Filter displayed at the top of the screen when viewed in non full screen mode To change your prompt answers after the report has run tap Filter The prompt screen is displayed and you can change your prompt answers Opening other iPad applications from documents using links A MicroStrategy document can use links to open other iPad applications such as Safari Mail and Google Maps For example a document may report sales per employee When you view the document you can tap a link to send an email to an employee using Mail The document designer determines how applications are accessed on the document and what actions the applications perform For information about designing documents see the MicroStrategy Mobile Design and Administration Guide 68 Analyzing reports and documents on an iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on aniPad 4 Using Transaction Services enabled documents to update your data warehouse Once a designer
82. egy Mobile for iPad Prerequisites e This chapter assumes you are familiar with the information provided in Chapter 3 Getting Started with MicroStrategy Mobile for iPad Analyzing reports and documents on an iPad This section describes the following ways in which you can interact with data in MicroStrategy Mobile for iPad e Sorting data ina grid report page 64 e Viewing more information about a data point on a graph tooltips page 65 2011 MicroStrategy Inc Analyzing reports and documents on an iPad 63 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis Guide e Viewing data at different levels drilling page 65 e Viewing reports and documents links page 67 e Viewing subsets of data changing your prompt answers page 68 e Opening other iPad applications from documents using links page 68 e Using Transaction Services enabled documents to update your data warehouse page 69 Sorting data in a grid report Sorting allows you to reorganize the way data is displayed so that you can analyze it more effectively For example you could sort the data in a report in descending order of profit to get a quick idea of your most profitable products To sort data in a grid report 1 Tap and hold the column header you want to sort your data by The context menu opens 2 Tap Sort The Sort menu opens for sorting in ascending or descending order as shown below evenue Growth Units Sold Revenue pe
83. emarks of the respective companies with which they are associated Specifications subject to change without notice MicroStrategy is not responsible for errors or omissions MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development Patent Information This product is patented One or more of the following patents may apply to the product sold herein U S Patent Nos 6 154 766 6 173 310 6 260 050 6 263 051 6 269 393 6 279 033 6 567 796 6 587 547 6 606 596 6 658 093 6 658 432 6 662 195 6 671 715 6 691 100 6 694 316 6 697 808 6 704 723 6 741 980 6 765 997 6 768 788 6 772 137 6 788 768 6 798 867 6 801 910 6 820 073 6 829 334 6 836 537 6 850 603 6 859 798 6 873 693 6 885 734 6 940 953 6 964 012 6 977 992 6 996 568 6 996 569 7 003 512 7 010 518 7 016 480 7 020 251 7 039 165 7 082 422 7 113 993 7 127 403 7 174 349 7 181 417 7 194 457 7 197 461 7 228 303 7 260 577 7 266 181 7 272 212 7 302 639 7 324 942 7 330 847 7 340 040 7 356 758 7 356 840 7 415 438 7 428 302 7 430 562 7 440 898 7 486 780 7 509 671 7 516 181 7 559 048 7 574 376 7 617 201 7 725 811 7 801 967 7 836 178 7 861 161 7 861 253 7 881 443 7 925 616 and 7 945 584 Other patent applications are pending Various MicroStrategy products contain the copyrighted technology of third parties This product may contain one or more of the following copyr
84. eration and select Qualify 7 Select Form and do one of the following e To qualify on the attribute s specific ID select ID e To qualify on the attribute s description select DESC For more information about attribute forms see the MicroStrategy Basic Reporting Guide 8 Select Is and choose an operator 9 Scroll to Value and type a value If you selected Between as your operator this value represents the lower limit of the range 10 If you selected Between as your operator scroll to And and type a value to represent the upper limit of the range 11 Return to the previous screen by clicking Back on your device 12 To finish answering the prompt and editing or creating the subscription click Back on the device again and select Subscribe The Report List is displayed To answer a prompt by defining a filter based on a metric calculation 1 Create or edit a subscription for a prompted report or document 2 Ifthe prompt has a saved answer the name of the answer is displayed in the Answers field You can keep this answer and click then select Subscribe to create the subscription For information about saving and reusing prompt answers see To save a prompt answer page 96 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for BlackBerry 95 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide 3 9 You can add your own answer to the prompt by scrol
85. erridden by MicroStrategy Mobile When this occurs MicroStrategy Mobile displays the report in a more appropriate font size To adjust the font size of all reports and documents in MicroStrategy Mobile 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Click the trackball trackwheel and select Full Menu 4 Select Preferences The Preferences screen is displayed 5 Select the current font size in the Font Size field A menu of available font sizes appears 6 Select a font size from the menu 7 To save the report with the latest changes click the trackball trackwheel and select Save Displaying as much data as possible Fit to Screen Report results are fit to the screen by default This ensures that the maximum amount of data is displayed at once Column headers and grid cells may not be displayed completely when reports are fit to screen as shown in the image below For example although you can view four columns of data in the report the column header names 120 Fitting report or document results on the screen 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on a BlackBerry 6 such as Category and some of the data values such as Electronics are not displayed or are not displayed fully Categ Subcateg Dollar S aE c
86. g Started with MicroStrategy Mobile for iPad Points of interest can be marked on the map and can be configured to resize according to the value of a metric In the example below the different sizes of the markers indicate countries with different annual population growth percentages Annual Population Growth Y Depending upon how the Map widget was designed you may be able to e View additional information about a location by tapping its marker e Select a different metric by tapping the header in the top right Scroll through the map by performing a swipe in the direction that you want to scroll e Zoom by performing a pinch e Switch between Map Satellite and Hybrid view by tapping the appropriate button 72 Interacting with data 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on aniPad 4 Analyzing data on a time based graph Time Series widgets Reports and documents can include a line graph that displays data over a period of time This is called a Time Series widget A Time Series widget can contain multiple data series on the same graph For example the values for the Profit metric for the Business and Drama subcategories are displayed in the image below The widget displays a slider at the bottom which highlights the current time period The actions that you can perform with a Time Series widget depend upon how the widget was designed Depending upon th
87. g mobile device memory 109 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide 4 From the drop down list select the percentage of the device s memory that should be left unused and click the trackball trackwheel The default value is 5 but you may require more or less reserved space depending upon how much data is stored on your device for other applications and how many MicroStrategy reports and documents you need to store 5 When you are done click the escape button on the device The Changes Made menu opens 6 Select Save to save your changes and return to the list of reports and documents Manually refreshing rarely used reports to conserve memory When you reconcile the list of reports in MicroStrategy Mobile the latest reports are retrieved from MicroStrategy and displayed in the list When this occurs each report or document is stored on your mobile device or media card by default However there may be some reports in the list that you rarely use and you may not want these reports to take up memory on your device or media card You can ensure that such reports are not part of the reconcile process Reports that are not automatically updated when you reconcile the Report List can instead be updated manually It is recommended that you set reports to be manually refreshed if you want to do any of the following e Conserve device or media card memory by storing only reports
88. have selected which area to use tap Use A preview of the photo is displayed with the option to add a caption e To use this photo tap Upload To discard this photo and use another tap Retake The photo appears in the widget 4 Toadd more photos tap the widget again and repeat the above steps Once you have selected a photo the counter on the top right of the widget indicates the number of photos you have chosen 2011 MicroStrategy Inc Interacting with data 41 2 Analyzing Reports and Documents on an iPhone MicroStrategy Mobile Analysis Guide 5 To upload all the photos tap Submit The photos are uploaded and depending on the document s configuration a confirmation may appear Viewing images in the Image Viewer widget Some documents may include an Image Viewer widget which allows you to browse through a series of images Depending on how the widget is designed you may be able to do the following e Swipe left or right to navigate between images e Tap an image to make it fill the screen 42 Interacting with data 2011 MicroStrategy Inc GETTING STARTED WITH MICROSTRATEGY MOBILE FOR IPAD Introduction This chapter provides an overview of basic tasks that analysts can perform with MicroStrategy Mobile for iPad The steps and images below are based on the default configuration Your interaction with the application depends on the configurations made by your administrator For information on customiz
89. he top right corner tap Share B 3 Tap Print The Printer Options dialog box opens 4 To choose a printer tap Printer A list of available printers is displayed 5 Tap the name of the printer you want to print from The printer is selected and you are returned to the Printer Options dialog box 6 To change the number of copies to print use the plus and minus buttons 7 If your printer supports double sided printing turn the Double sided switch on 2011 MicroStrategy Inc Running reports and documents 51 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide 8 When you are satisfied with the settings tap Print Answering prompts in MicroStrategy Mobile for iPad Some reports and documents request your input to define what data is displayed A report or document requests this information by displaying one or more questions These questions are called prompts Prompts allow you to only display data that meets specific requirements The mechanics of answering a prompt differ depending upon the type of prompt you are answering Prompts can be divided into the following groups based on what is required to answer them Prompts that require you to define a date and or time For steps to answer this type of prompt see Answering a prompt by providing a date and or time page 53 Prompts that require you to enter information into a field For steps to answer this type of prompt see A
90. hone 3 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide By default the Home screen displays a Shared Library button to browse Mobile reports and documents a Reports button that opens a folder containing the reports that you have a mobile subscription to a button that opens the Settings screen and a button that opens the help for MicroStrategy Mobile The default Home screen is shown below MicroStrategy Mobile Reports Shared Library x Settings The Home screen may vary according to how your administrator has configured it Buttons may open a report launch a micro application open a folder for browsing and so on The Home screen may also be configured to display a single report or document instead of displaying buttons For more information about customizing the Home screen see the MicroStrategy Mobile Design and Administration Guide The default Home screen buttons are described below e Reports Tap this to display all reports and documents that you have mobile subscriptions to Shaking the device updates the list Tap a report or document to run it For more information about setting up subscriptions see the MicroStrategy Web Help Your administrator can set these reports to pre load the contents on your device which makes them available for you without requiring a connection to the Mobile Server For more information see the MicroStrategy Mobile Design and Administrat
91. hoto until the area you want is in the center of the frame 4 When you have selected which area to use tap Use A preview of the photo is displayed with the option to add a caption 5 Touse this photo tap Use if you took a new photo or Upload if you are using an existing photo as applicable To discard this photo and use another tap Retake The photo appears in the widget 76 Interacting with data 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on aniPad 4 6 To add more photos tap the widget again and repeat the above steps As you select photos the counter on the top right of the widget indicates the number of photos you have chosen The number of photos you can upload may be limited by the designer 7 To upload all the photos tap Submit The photos are uploaded and depending on the document s configuration a confirmation may appear Viewing images in the Image Viewer widget Some documents may include an Image Viewer widget which allows you to browse through a series of images Depending on how the widget is designed you may be able to do the following e Swipe left or right to navigate between images e Tap an image to make it fill the screen Using Visual Insight analyses on an iPad Visual Insight allows you to view a customized interactive analysis and explore business data on an iPad You can quickly add or remove attribute 2011 MicroStrategy
92. ications switch on or off 4 On the top left tap Settings then Back to return to the Home screen Selecting the type of alert to receive You can specify whether you want to receive notifications as pop up alerts sounds or both through your iPad s Settings screen The documentation listed below refers to software produced by third party vendors and thus is subject to change MicroStrategy makes no guarantee on the availability or accuracy of third party documentation To change the type of notification using the iPad s Settings screen 1 Onthe iPad s Home screen tap Settings The Settings screen opens 2 On the left tap Notifications The Notifications page opens with a list of applications that can send you push notifications 3 Tap MicroStrategy 4 Turn the Alerts and Sound switches on or off as applicable Running reports and documents Once you have started MicroStrategy Mobile you can navigate through your project and run reports and Report Services documents on the iPad Some reports and documents require you to answer questions called prompts before the report is executed For information on answering prompted reports see Answering prompts in MicroStrategy Mobile for iPad page 52 For information on interacting with the data in reports and documents see Chapter 4 Analyzing Reports and Documents on an iPad 46 Running reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis
93. ighted technologies Graph Generation Engine Copyright 1998 2011 Three D Graphics Inc All rights reserved Actuate Formula One Copyright 1993 2011 Actuate Corporation All rights reserved XML parser Copyright 2003 2011 Microsoft Corporation All rights reserved Xalan XSLT processor Copyright 1999 2011 The Apache Software Foundation All rights reserved Xerces XML parser Copyright 1999 2011 The Apache Software Foundation All rights reserved FOP XSL formatting objects Copyright 2004 2011 The Apache Software Foundation All rights reserved Portions of Intelligence Server memory management Copyright 1991 2011 Compuware Corporation All rights reserved ASIHTTPRequest library Copyright 2007 2011 All Seeing Interactive All rights reserved This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit http www openssl org International Components for Unicode Copyright 1999 2011 Compaq Computer Corporation Copyright 1999 2011 Hewlett Packard Company Copyright 1999 2011 IBM Corporation Copyright 1999 2011 Hummingbird Communications Ltd Copyright 1999 2011 Silicon Graphics Inc Copyright 1999 2011 Sun Microsystems Inc Copyright 1999 2011 The Open Group All rights reserved Real Player and RealJukebox are included under license from Real Networks Inc Copyright 1999 2011 All rights reserved WHAT DO YOU WANT TO DO WITH MICROSTRATEGY
94. in a grid or graph report page 8 e Viewing and navigating data in a Report Services document page 12 e Sharing reports and documents via email page 14 e Printing reports and documents page 15 For information about interacting with the data displayed on a report or document see Chapter 2 Analyzing Reports and Documents on an iPhone Running reports and Report Services documents There are two ways to view a list of available reports and documents and run them from that list You can locate and run a report or document by either e Running them from a list of subscribed to reports and documents For steps see Running subscribed to reports and documents page 7 e Browsing to their location within a project For steps see Locating and running reports and documents page 7 To update the list of reports and documents shake the device when the list is displayed 6 Running and viewing reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPhone 1 Running subscribed to reports and documents You can run a report or Report Services document from a list of subscribed to reports and documents using the Reports button on the default Home screen The Reports button displays a list of the reports and documents that you have a Mobile subscription to Mobile subscriptions run reports or documents on a defined schedule and deliver them to your mobile device For
95. indows page 140 2011 MicroStrategy Inc Documentation 139 Additional Resources MicroStrategy Mobile Analysis Guide e To access installed manuals and other documentation sources on UNIX and Linux page 140 To access installed manuals and other documentation sources on Windows 1 From the Windows Start menu choose Programs or All Programs MicroStrategy then Product Manuals A page opens in your browser showing a list of available manuals in PDF format and other documentation sources 2 Click the link for the desired manual or other documentation source 3 Ifyou click the link for the Narrowcast Services SDK Guide a File Download dialog box opens This documentation resource must be downloaded Select Open this file from its current location and click OK If bookmarks are not visible on the left side of an Acrobat PDF manual from the View menu click Bookmarks and Page This step varies slightly depending on your version of Adobe Acrobat Reader To access installed manuals and other documentation sources on UNIX and Linux 1 Within your UNIX or Linux machine navigate to the directory where you installed MicroStrategy The default location is opt MicroStrategy or SHOME MicroStrategy instal1 if you do not have write access to opt MicroStrategy 2 From the MicroStrategy installation directory open the Documentation folder 3 Open the Product Manuals htn file in a web browser A page opens in your browser showing
96. ing MicroStrategy Mobile see the MicroStrategy Mobile Design and Administration Guide If you are designing reports and documents for the iPad see the MicroStrategy Mobile Design and Administration Guide For information on installing and configuring MicroStrategy Mobile for iPad see the MicroStrategy Mobile Design and Administration Guide 2011 MicroStrategy Inc 43 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide Prerequisites e MicroStrategy Mobile for iPad requires an iPad with iOS 3 2 x 4 2 x or 4 3 x In addition you must have the following privileges a Use MicroStrategy Mobile for all projects containing reports or documents that you want to view a Mobile View Document For information on privileges contact your administrator e MicroStrategy Mobile apps for the iPhone and iPad on the Apple store are interoperable with MicroStrategy Intelligence Server 9 2 and MicroStrategy Mobile Server 9 2 Starting MicroStrategy Mobile for iPad To start MicroStrategy Mobile for iPad tap the application s icon When the application opens you are prompted to allow the application to send you push notifications To allow MicroStrategy to send you alerts when the application is not running tap OK You can change this setting later For more information on push notifications see Receiving alerts when data meets certain conditions Push notifications page 45 You may also need to t
97. ing and disabling alerts You can enable or disable alerts using your iPhone s Settings screen The documentation listed below refers to software produced by third party vendors and thus is subject to change MicroStrategy makes no guarantee on the availability or accuracy of third party documentation To enable or disable push notifications 1 On the iPhone s Home screen tap Settings The Settings screen opens 2 Tap Notifications The Notifications page opens with a list of applications that can send you alerts push notifications 3 Tap MicroStrategy 2011 MicroStrategy Inc Getting started with MicroStrategy Mobile for iPhone 5 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide 4 Turn the Alerts switch on or off 5 Click Home to return to the iPhone s Home screen Running and viewing reports and documents Once you have started MicroStrategy Mobile you can run view and navigate among and documents on your device Some reports and documents present questions to the user when the report document is run These questions are called prompts The answer you provide to a prompt determines the data that is displayed on a report or document For steps to answer prompts see Answering prompts in MicroStrategy Mobile for iPhone page 16 This section contains information about the following e Running reports and Report Services documents page 6 e Viewing and navigating data
98. ion Guide e Shared Library Tap this to display the MicroStrategy projects that your iPhone connects to Tapping a project displays the folders within it Tapping a report or document runs it e Settings Tap this to change your login information server information and general administrative and display options for the application using 4 Getting started with MicroStrategy Mobile for iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 the Settings screen For information about the Settings screen and configuring your application see the MicroStrategy Mobile Design and Administration Guide e Help Tap this to open the help file You can return to the Home screen at any time by tapping the Home screen icon displayed at the top of your screen when you are browsing top level folders in a project The Home screen icon is shown below Receiving alerts when data meets certain conditions Push notifications You can configure MicroStrategy to send you an alert on your iPhone when a metric on a report meets a specific condition For example you can choose to receive an alert if the Profit data in a report drops below 50 000 These alerts are called push notifications and can be received even if the MicroStrategy iPhone application is not running For information on setting up push notifications see the MicroStrategy Mobile Design and Administration Guide Enabl
99. isplay a single column of charts at a time as shown in the image below Metrics TY vs LY Open Cases EOM New Cases Critical Cases Closed Cases Closed under 1 week Avg Resolution Time days To analyze data with the Microcharts widget 1 To view information about a data point in a graph tap and hold your finger over it A tooltip with more information appears as shown below Support Center Support Regions Overview Month Ending Dec 2009 Nah Ame Closed Cases 12 Cissed Gunes South America Month Jul 2009 Closed Cases 540 Avg 12 Months 524 Europe Asia Pacific port Region to analyze performance by Support Center below 2 Drag your finger along the graph to view tooltips for each data point 3 Ifthe Microcharts widget is set to display a single column of charts at a time tap the column to cycle through all the columns available in the widget 2011 MicroStrategy Inc Interacting with data 71 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis Guide Analyzing data on a Map Map widgets Reports and documents can display information based on locations on a map These interactive maps are called Map widgets Map widgets can use Geo Location prompts to narrow down the map area that is displayed for example showing locations that are within a given distance from your current location For information about answering prompts on an iPad see Chapter 3 Gettin
100. ling to the Answers drop down menu and selecting New then selecting Edit as shown below Answers New Edit Scroll to Metric and click the Edit icon A list of available metrics is displayed Select the metric you want to filter data based on click and choose Select Select Is and choose an operator Scroll to Value and type a value If you selected Between as the operator this value represents the lower limit of the range If you selected Between as the operator scroll to And and type a value to represent the upper limit of the range Return to the previous screen by clicking Back on your device 10 To finish answering the prompt and editing or creating the subscription click Back on the device again and select Subscribe The Report List is displayed To save a prompt answer Answer a prompt as described in Answering prompts in MicroStrategy Mobile for BlackBerry page 90 On the Subscribe screen select the Mark for Save check box The Save screen is displayed In the Name field type a name for the saved answer To make the saved answer the default for the prompt select the Set Default check box 96 Answering prompts in MicroStrategy Mobile for BlackBerry 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 Running reports and documents Once you have started the MicroStrategy Mobile application on your mobile device and
101. lyzing Data with Report Services Documents Instructions for a business analyst to execute and analyze a document in MicroStrategy Desktop and MicroStrategy Web building on basic concepts about projects and reports presented in the MicroStrategy Basic Reporting Guide MicroStrategy Report Services Document Creation Guide Creating Boardroom Quality Documents Instructions to design and create Report Services documents building on information in the MicroStrategy Report Services Document Analysis Guide MicroStrategy OLAP Services Guide Information on MicroStrategy OLAP Services which is an extension of MicroStrategy Intelligence Server OLAP Services features include Intelligent Cubes derived metrics derived elements dynamic aggregation view filters and dynamic sourcing 2011 MicroStrategy Inc Documentation 135 Additional Resources MicroStrategy Mobile Analysis Guide e MicroStrategy Office User Guide Instructions for using MicroStrategy Office to work with MicroStrategy reports and documents in Microsoft Excel PowerPoint Word and Outlook to analyze format and distribute business data e MicroStrategy Mobile Analysis Guide Analyzing Data with MicroStrategy Mobile Information and instructions for using MicroStrategy Mobile to view and analyze data and perform other business tasks with MicroStrategy reports and documents on a mobile device e MicroStrategy Mobile Design and Administration Guide A Platform f
102. more information about creating subscriptions see the MicroStrategy Web Help The following steps describe how to run a subscribed to report or document To run subscribed to reports and documents 1 From the default Home screen tap the Reports button shown below r 4 a Reports A list of subscribed to reports and documents is displayed The icon next to the report or document name indicates whether it is a grid report graph report or Report Services document e Grid reports appear with this icon e Graph reports appear with this icon il MC e Documents appear with this icon maan 2 Tap a report or document on the list to run it The report or document is displayed For information viewing and navigating reports see Viewing and navigating data in a grid or graph report page 8 For information about viewing and navigating documents see Viewing and navigating data in a Report Services document page 12 Locating and running reports and documents You can use the Shared Library button on the default Home screen to browse the folders in a project You can run reports and documents from the list displayed within the folders 2011 MicroStrategy Inc Running and viewing reports and documents 7 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide You must have the proper permissions in MicroStrategy to access folders in a project For information about the permissions that are
103. n tap Update to refresh the report with data for your chosen attribute 7 To return to the original report tap the Back button on the top left Viewing reports and documents links A link is a connection between the currently displayed MicroStrategy document and another document or report When selected a link executes a document or report from the currently displayed document Links in MicroStrategy documents can be displayed as images or text The function and appearance of a link depends upon the way it is designed To follow a link that is displayed on a document tap the linked image or text To return to the original document tap the Back button on the top left of the screen When a link executes a report or document it can change the following properties of the report or document that it executes e The grouping of a report or document e The layout of a document e The view of a report as a grid as a graph or as a grid and graph 2011 MicroStrategy Inc Analyzing reports and documents on an iPad 67 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis Guide e The prompt answers that are used in a report or document A link can also return you to the Prompt Summary screen or the Group by page For more information about the Prompt Summary screen and the Group by page see Chapter 3 Getting Started with MicroStrategy Mobile for iPad For steps to create links in documents see the MicroStrat
104. n is created and the Report List is displayed For steps to answer a prompt see Answering prompts in MicroStrategy Mobile for BlackBerry page 90 Editing and deleting subscriptions on your mobile device You can change the subscription settings for any subscription using your mobile device This allows you to change the prompt answers schedule or name of the subscription For steps see To edit a subscription on your mobile device page 88 You can also unsubscribe from a report or document using your mobile device For steps see To unsubscribe from a report or document using your mobile device page 89 2011 MicroStrategy Inc Creating editing and deleting subscriptions on your mobile device 87 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide To edit a subscription on your mobile device 1 From the Report List select the report or document that you want to change the subscription to click and select View subscription The Subscribe screen opens An example of this screen is shown below Subscribe Elements of Region Name Elements of Region Report 11 11 09 8 50 26 PM Report Elements of Region Report Schedule Monday Morning Edit prompt answers The following information is provided on the Subscribe screen e Name The name of the subscription as it appears in the Report List By default the name of the subscription is the name of the report followed
105. n use panel stack selectors such as buttons and links to switch between panels In addition MicroStrategy Mobile for iPad lets you switch panels with a horizontal swipe You can also use a docked selector which appears as a dark gray bar at the bottom of a panel stack to select panels An example of a panel with a docked selector is shown below Subcategory Revenue Contribution TV s 612 099 Video Equipment 1 345 520 Electronics Miscellaneous 469 214 Computers 219 647 Audio Equipment 843 270 Cameras 1 858 920 Revenue 2011 MicroStrategy Inc Running reports and documents 49 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide A row of circles each representing a panel is displayed in the center of the selector The current panel is marked with a dark circle Navigating multi layout documents Documents can be made up of several layouts each of which functions as a separate document and has its own grouping of data page layout and so on If a document has more than one layout a layout bar is displayed at the bottom of the document with the name of each layout as shown below Channel Overview Channel Revenue Overview Call Center Trends This Year and Last Web 166 810M Retail 100 635M Call Center 58 441M IVR 67 753M Total Visits Top Buyers Repeat Vi Call Center Conversion Rates by Location and Income Call Center Revenue Contribution by Age G
106. n your Report List By default the name of the subscription is the name of the report followed by the date and time that the subscription was created Report The name of the report or document selected for the subscription e Schedule The time or event that defines when a report or document is updated on the device By default the first schedule in the list of schedules in the MicroStrategy project is selected 86 Creating editing and deleting subscriptions on your mobile device 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 5 Youcan rename the subscription by deleting the text in the Name field and typing a new name 6 Youcan change the schedule for the subscription by highlighting the default schedule and clicking The Select a trigger screen is displayed Select the desired schedule The Subscribe screen is displayed and the selected schedule replaces the default schedule 7 Select Subscribe Depending upon whether the report or document contains prompts one of the following happens e Ifthe report or document does not contain a prompt the following screen is displayed Subscription successful ox Click OK The new subscription has been created and the Report List is displayed e Ifthe report or document contains prompts you are required to answer the prompts Answer the prompts click and select Subscribe The subscriptio
107. nc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 To store a specific report or document on a media card 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Reconcile Now All reports and documents that you are subscribed to are displayed 3 Click the report or document to define storage for and select Report Options 4 Select the value displayed in the Storage field 5 Select Media Card 6 Select Save Conserving mobile device memory Mobile devices have only a limited amount of memory that can be used to store MicroStrategy reports Depending on the device it may have as little as 15 megabytes of storage space for all its applications and data You can determine how much of your mobile device s flash memory is used to work with MicroStrategy Mobile This allows you to control the performance of your mobile device and ensure that your device has sufficient memory to run efficiently It does not however control the amount of RAM used to run the application To specify how much memory is reserved for MicroStrategy Mobile 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Preferences The Preferences screen is displayed 3 Under Report Storage scroll to the percentage in the Device Minimum Free Memory field and click the trackball trackwheel 2011 MicroStrategy Inc Conservin
108. ner MicroStrategy eCRM 7 MicroStrategy Education MicroStrategy eTrainer MicroStrategy Executive MicroStrategy Infocenter MicroStrategy Intelligence Server MicroStrategy Intelligence Server Universal Edition MicroStrategy MDX Adapter MicroStrategy Narrowcast Server MicroStrategy Objects MicroStrategy OLAP Provider MicroStrategy SDK MicroStrategy Support MicroStrategy Telecaster MicroStrategy Transactor MicroStrategy Web MicroStrategy Web Business Analyzer MicroStrategy World Application Development and Sophisticated Analysis Best In Business Intelligence Centralized Application Management Information Like Water Intelligence Through Every Phone Intelligence To Every Decision Maker Intelligent E Business Personalized Intelligence Portal Query Tone Rapid Application Development MicroStrategy Intelligent Cubes The Foundation For Intelligent E Business The Integrated Business Intelligence Platform Built For The Enterprise The Platform For Intelligent E Business The Scalable Business Intelligence Platform Built For The Internet Industrial Strength Business Intelligence Office Intelligence MicroStrategy Office MicroStrategy Report Services MicroStrategy Web MMT MicroStrategy Web Services Pixel Perfect Pixel Perfect MicroStrategy Mobile MicroStrategy Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks or trademarks of MicroStrategy Incorporated All other company and product names may be trad
109. ning the necessary privileges contact your administrator 2011 MicroStrategy Inc 81 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide e This chapter assumes you are familiar with the information provided in the MicroStrategy Basic Reporting Guide about analyzing report data If you are a MicroStrategy Desktop or Web user planning to design reports and documents for use with MicroStrategy Mobile for the BlackBerry see the MicroStrategy Mobile Design and Administration Guide If you are an administrator planning to install and configure MicroStrategy Mobile for mobile device users see the MicroStrategy Mobile Design and Administration Guide About MicroStrategy Mobile MicroStrategy Mobile is an application for mobile devices that allows analysts to view refresh and analyze MicroStrategy reports and Report Services documents With MicroStrategy Mobile for the BlackBerry you and other business users receive the same reports and documents on your BlackBerry smartphones as you do in MicroStrategy Web MicroStrategy Office or MicroStrategy Desktop You can then analyze the reports and documents on your mobile device by sorting data repositioning objects grouping data by page and more After you start the MicroStrategy Mobile application on your mobile device a list of reports and documents appears The reports and documents listed on your mobile device are those that have been s
110. nswering a prompt by typing in a field page 54 Prompts that require you to select a number For steps to answer this type of prompt see Answering a prompt by selecting a number page 55 Prompts that require you to specify your location For steps to answer this type of prompt see Answering a prompt by specifying your location page 58 Prompts that require you to type a barcode For steps to answer this type of prompt see Answering a prompt by typing a barcode page 58 Prompts that require you to select one or more items from a list For steps to answer this type of prompt see Answering a prompt by selecting one or more items from a list page 59 You can change your answers after a report or document has been run by tapping Filter 52 Answering prompts in MicroStrategy Mobile for iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPad 3 Answering a prompt by providing a date and or time Some prompts require you to specify a date time or both to filter the data that is displayed on a report or document There are two types of prompts that require you to specify a date and or time One type requires you to select either one date or a range of dates from a calendar The other requires you to specify a date and or time on a wheel Prompts that request you to provide a date and or a time are displayed with the calendar H icon Selecting a prompt answer from a c
111. o be automatically updated whenever their data changes in the MicroStrategy project For example if you are subscribed to a report that contains sales information it is possible to have that report updated in real time on the device when the sales information changes in the project For real time updates to work in MicroStrategy Mobile the administrator must have enabled certain settings in the project and Intelligence Server that you connect to For more information on these settings see the MicroStrategy Mobile Design and Administration Guide Steps to enable real time updates on your mobile device are provided below For those who are familiar with MicroStrategy this procedure creates a Mobile Client Address for you To enable real time updates on your device 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Full Menu 112 Enabling real time updates in MicroStrategy Mobile 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 3 Select Preferences The Preferences screen is displayed 4 Select Set Up Real Time Updates 5 Select Register You are now registered to receive real time updates 6 Toreturn to the Report List click the back button on your device twice Viewing current activity in the application You can quickly view what MicroStrategy Mobile is doing by looking at the bottom of your mobile device
112. obile Design and Administration Guide e The orientation can be changed between portrait and landscape by rotating the device e To zoom in ona document perform a pinch on the center of the screen or double tap the center of the screen to switch between a zoomed in view and a zoomed out view The following example shows a basic document displayed on an iPhone Management Scorecard for Q4 2003 MOFIN y Tuto ts 12 Running and viewing reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 Viewing panels in a panel stack A document may contain a collection of visualizations which can be placed on panels These panels can further be grouped on panel stacks allowing you to navigate between panels like pages By default you can use panel stack selectors such as buttons and links to switch between panels In addition MicroStrategy Mobile for iPhone lets you switch panels with a horizontal swipe You can also use a docked selector which appears as a dark gray bar at the bottom of a panel stack to select panels An example of a panel with a docked selector is shown below Subcategory Revenue Contribution TV s 612 099 Video Equipment Electronics Miscellaneous 1 345 520 469 214 Computers 219 647 Audio Equipment 843 270 Cameras 1 858 920 Revenue A row of circles each representing a panel is dis
113. ocuments on an iPad Interacting with data MicroStrategy Mobile Analysis Guide Documents on the iPad can display data as rich interactive objects know as widgets In MicroStrategy Mobile for the iPad you can view data as a Microcharts widget a Time Series widget or a Map widget The instructions to analyze data using these widgets are covered in the following sections Analyzing trends at a glance Microcharts widgets page 70 Analyzing data on a Map Map widgets page 72 Analyzing data on a time based graph Time Series widgets page 73 Analyzing data on a heat map page 73 Analyzing data on a calendar page 75 Uploading images using the Photo Uploader widget page 76 Viewing images in the Image Viewer widget page 77 Analyzing trends at a glance Microcharts widgets The Microcharts widget lets you visualize trends in a metric s value at quick glance An example of the Microcharts widget on the iPad is shown below Support Center Support Regions Overview Month Ending Dec 2009 North America South America Europe Asia Pacific 70 Interacting with data Closed Cases 12 months Bag am Closed Cases 622 449 683 584 Support Region Performance Avg Resol Time Closed under 1 week New Cases days Total 725 4 526 3 798 4 706 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents onaniPad 4 The Microcharts widget can also d
114. or Mobile Intelligence Information and instructions to install and configure MicroStrategy Mobile as well as instructions for a designer working in MicroStrategy Desktop or MicroStrategy Web to create effective reports and documents for use with MicroStrategy Mobile e MicroStrategy System Administration Guide Tuning Monitoring and Troubleshooting your MicroStrategy Business Intelligence System Concepts and high level steps to implement deploy maintain tune and troubleshoot a MicroStrategy business intelligence system e MicroStrategy Supplemental Reference for System Administration VLDB Properties Internationalization User Privileges and other Supplemental Information for Administrators Information and instructions for MicroStrategy administrative tasks such as configuring VLDB properties and defining data and metadata internationalization and reference material for other administrative tasks e MicroStrategy Functions Reference Function syntax and formula components instructions to use functions in metrics filters attribute forms examples of functions in business scenarios e MicroStrategy MDX Cube Reporting Guide Information to integrate MicroStrategy with MDX cube sources You can integrate data from MDX cube sources into your MicroStrategy projects and applications 136 Documentation 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Additional Resources Manuals for Analytics Modules Anal
115. or iPad 3 To enter barcode information manually 1 On the barcode scanner screen tap Barcode ae The keypad is displayed as shown below Enter Barcode 2 Using the keypad type the number that corresponds to the barcode 3 Tap Enter The information is entered as an answer for the prompt and the barcode scanner closes Answering a prompt by selecting one or more items from a list Some prompts require you to select one or more items from a list to define what data is returned by the report To add or remove items from the list tap plus or minus at the top left of the screen Some prompts that require you to select items from a list may support scanning items with a barcode scanner to add them to your list For steps to scan a barcode see Answering a prompt by typing a barcode page 58 To select one or more items from a list screen opens and displays a list of available items 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPad 59 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide Selecting items from the list 2 Tap items to select them Selected items appear with a green check mark next to them 3 Tap Done The Selections screen is displayed and the selected items are added to the list Searching for an item within the list 4 Tap inside the field at the top of the screen A keyboard is displayed 5 Use the keyboard to enter the text that you want
116. pirdigeesrseataianiands 15 Answering prompts in MicroStrategy Mobile for iPhone 16 Answering a prompt by providing a date and or time 17 Answering a prompt by typing in a text DOX eee 19 Answering a prompt by selecting a NUMber sssssesereeenen 20 Answering a prompt by turning a switch off or on 22 Answering a prompt by specifying your location 2 4 22 Answering a prompt by scanning a barcode 00 23 Answering a prompt by selecting one or more items SIE U EE E E E E AE terse E E E meer mee reteset 25 Using the Prompt Summary SCION essssrerriernirircrisreessecers 27 Achieving the best response from MicroStrategy Mobile 28 2011 MicroStrategy Inc v Contents 2 3 vi Analyzing Reports and Documents on an iPhone Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide itro duttioii siiin aaa aaia ARS 31 Analyzing reports and documents on an iPhone 068 32 Soning data ihn a gid repari secerni 32 Viewing data at different levels drilling eccceessee 33 Viewing reports and documents links 0 cc cceeceeeeeeees 34 Opening iPhone applications in documents using links 34 Viewing a subset of data changing your prompt answers 35 Viewing more information about a point on a graph OO te ose te T cae cee O E E T E E R 35 Using Tran
117. played in the center of the selector The current panel is marked with a dark circle Viewing and navigating multi layout documents Documents can also be made up of multiple layouts Each layout functions as a separate document and has its own grouping of data page layout and so on Multi layout documents are books made up of individual documents If a document has more than one layout the layout names are displayed across the bottom of the document To view different layouts tap the name of the layout that you want to view 2011 MicroStrategy Inc Running and viewing reports and documents 13 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide The following examples show two different layouts from the same multi layout document 2002 June Central Yearly report ee BERREGARRREGEEEREE i PREEREREEEEEG EEE Ei cceedl ERREGEGEEEE TGR SES Eten eth tn Layout 1 Layout 2 Layout 3 Bester fsa ME ED ee Se Pn rere So DEIN SETH men ocr Eam penjan CER lt it1 Layout 2 Layout 3 Layout4 gt Sharing reports and documents via email You can share a screenshot of a MicroStrategy report or document with your contacts using email Your recipients do not need to have MicroStrategy installed to view the screenshot The steps to share a screenshot are as follows 14 Running and viewing reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analy
118. played on a BlackBerry as a collection of separate reports or datasets Each dataset in the document appears on its own tab The image below shows a document on a BlackBerry The datasets that are contained within the document Region Category and Time appear as separate tabs at the top of the document Sales Dashboard Tabs Region Category Time Region Dollar Sales Profit North East 30 546 5 758 Mid Atlantic 41 014 7 330 South East 28 766 5 30 Ec 16 495 3 050 South 15 569 2 896 North West 14 352 2 369 South West 25 537 4 457 England 12 468 2241 France 9720 1779 Central 4 10 e To show or hide the name of the document that is displayed above the document press the N key 2011 MicroStrategy Inc Running reports and documents 101 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide e If multiple tabs are displayed at the top of the document you can hide the tabs from view To hide the tabs click the trackball trackwheel and select Hide Tabs To show the tabs again select Show Tabs Navigating within reports and documents After running a report or document you can scroll through its data to get a sense of its purpose and to determine whether it will suit your business requirements When viewing a report or document the bar at the bottom displays the information contained in the cell that you currently have highlighted
119. prompt slide the switch to the On or Off position Answering a prompt by specifying your location Some prompts require you to specify your current location to determine what data is displayed on the report An example of a location prompt is displayed below Location ta Current Location The location name that is returned by a location prompt is based on information returned by Google Maps 22 Answering prompts in MicroStrategy Mobile for iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPhone 1 To use your current location to answer a prompt 1 Tap the button The following dialog opens MicroStrategy Would Like to Use Your Current Location Don t Allow e lt 2 Tap OK The prompt uses your current location Answering a prompt by scanning a barcode Some prompts require you to scan a barcode or input the barcode s numeric value to define what data is returned by the report Barcode reader prompts can return data in one of two ways They can e Display report data based on the item that is scanned e Search for an item in a list of items using the barcode information To enter barcode information to a prompt see the steps below For steps to answer a prompt by selecting items from a list see To select one or more items froma list page 25 Barcode reader prompts that are designed to display report data based on the item that is
120. pt by specifying your location page 22 Prompts that require you to scan a barcode For steps to answer this type of prompt see Answering a prompt by scanning a barcode page 23 16 Answering prompts in MicroStrategy Mobile for iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 e Prompts that require you to select one or more items from a list For steps to answer this type of prompt see Answering a prompt by selecting one or more items from a list page 25 You can change your answers after a report or document has been run by tapping the Filter button Answering a prompt by providing a date and or time Some prompts require you to specify a date time or both to filter the data that is displayed on a report or document Two types of prompts require you to specify a date and or time One type requires you to select either one date or a range of dates from a calendar The other requires you to specify a date or a date and time on a wheel Prompts that request you to provide a date and or a time are displayed with the following icon Selecting a prompt answer from a calendar A calendar prompt can be used to either specify a single day or to specify a set of days A calendar prompt may request an answer within a certain time frame or may request a certain number of days to be selected An example of a calendar prompt is displayed below Select Days
121. r Unit Sort Ascending Sort Descending an NNA 29 Qa nn 46 00 11 00 6 00 19 00 3 Tap Sort Ascending or Sort Descending as applicable 64 Analyzing reports and documents on an iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents onaniPad 4 Viewing more information about a data point on a graph tooltips A tooltip displays detailed information about a specific data point on a Graph report Tooltips provide information such as the value of a specific data point the name of a group or the label of a graph s X axis An example of a tooltip in a pie chart is shown below Annual GDP Growth Russian Federation 5 6 Japan_ 0 7 Italy X s United Kingdom 1 0 01 S _United States Germany_ 0 4 1 3 Series China Category Value 9 0 France_ 0 4 To display a tooltip on a graph report tap and hold a data point on the graph Viewing data at different levels drilling Drilling lets you view your data at levels other than those displayed in the report For example a report displays data at the year level by default You can drill down to view the same data at the quarter level Alternatively you can drill to another dimension such as Geography to view data at the city level 2011 MicroStrategy Inc Analyzing reports and documents on aniPad 65 4 Analyzing Reports and Documents on an iPad MicroStrategy Mobile Analysis G
122. reports and documents are automatically sent to your mobile device For more information see Choosing when reports and documents are sent to a BlackBerry page 105 Creating editing and deleting subscriptions on your mobile device MicroStrategy Mobile for the BlackBerry enables you to subscribe to reports and documents using your mobile device It also allows you to edit or unsubscribe from existing subscriptions on your mobile device Managing your mobile subscriptions on your device is a convenient way to determine the information that is delivered to your device when you do not have access to a computer Some reports and documents present questions to the user when the report or document is run These are called prompts When creating or editing subscriptions to prompted reports you may need to answer the prompts on the report or document before the subscription can be created For information about answering prompts on your mobile device see Answering prompts in MicroStrategy Mobile for BlackBerry page 90 For information about editing or unsubscribing from existing subscriptions on your mobile device see Editing and deleting subscriptions on your mobile device page 87 Creating subscriptions on your mobile device You can subscribe to any report or document using your device You can also choose a schedule for when the report or document is automatically updated and answer any prompts that are associated with the report or do
123. request you to define the level at which to calculate metrics 90 Answering prompts in MicroStrategy Mobile for BlackBerry 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 For steps to answer prompts by defining the level at which to calculate metrics see To answer a prompt by defining the level at which to calculate metrics page 94 For those knowledgeable about prompt design these types of prompts are called level prompts e Prompts that request you to form a more complex statement of the data you want to see displayed on the report When you define a statement you are creating a filter for the report This group of prompts can be divided into two subsets a Prompts for which you create a filter based on an attribute a business concept For steps to answer prompts by creating a filter based on an attribute see To answer a prompt by defining a filter based on an attribute or hierarchy page 94 For those knowledgeable about prompt design these types of prompts include hierarchy prompts and attribute prompts o Prompts for which you create a filter based on a metric a calculation of business data For steps to answer prompts by creating a filter based on a metric see To answer a prompt by defining a filter based on a metric calculation page 95 For those knowledgeable about prompt design these types of prompts are metric qualification promp
124. riable information to be replaced by the user Example The aggregation level is the level of calculation for the metric Example Type copy c filename d foldername filenam Courier e Calculations font e Code samples e Registry keys e Path and file names e URLs e Messages displayed in the screen Example Sum revenue number of months A keyboard command that calls for the use of more than one key for example SHIFT F1 A note icon indicates helpful information for specific situations A warning icon alerts you to important information such as potential security risks these should be read before continuing 2011 MicroStrategy Inc Documentation 141 Additional Resources MicroStrategy Mobile Analysis Guide Additional formats This book is also available as an electronic publication in the Apple iBookstore and can be read on an iPhone or iPad with iBooks installed To download this book search for MicroStrategy Product Manuals in the iBookstore search bar or scan the QR code below using your device s camera 142 Additional formats 2011 MicroStrategy Inc
125. rompt has a saved answer the name of the answer is displayed in the Answers field You can keep this answer and click then select Subscribe to create the subscription For information about saving and reusing prompt answers see To save a prompt answer page 96 3 You can add your own answer to the prompt by scrolling to the Answers drop down menu and selecting New then selecting Edit as shown below Answers New Edit 4 Scroll to the Value field and type the value 5 To finish answering the prompt and editing or creating the subscription click Back on the device and select Subscribe The Report List is displayed 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for BlackBerry 93 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide To answer a prompt by defining the level at which to calculate metrics 1 Create or edit a subscription for a prompted report or document 2 Ifthe prompt has a saved answer the name of the answer is displayed in the Answers field You can keep this answer and click then select Subscribe to create the subscription For information about saving and reusing prompt answers see To save a prompt answer page 96 3 You can add your own answer to the prompt by scrolling to the Answers drop down menu and selecting New then selecting Edit as shown below l Answers New Edit A list of available levels is displayed
126. roups for each Income Range Overall je Offer Trend Quarter and Year Performance g lt ere 36 50 26 35 16 27 Channel Overview Single vs Multi Channel Channel Mix Tap the name of a layout to switch to it Sharing reports and documents via email You can share a screenshot of a MicroStrategy report or document with your contacts using email Your recipients do not need to have MicroStrategy installed to view the screenshot The steps to share a screenshot are as follows Prerequisites e You must have configured an email account on your iPad 50 Running reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPad 3 To share reports via email 1 In MicroStrategy Mobile open a report or document that you want to share with your contacts 2 In the top right corner tap the Share button E The context menu opens 3 Tap Email Screen A new email message is composed with a screenshot of the report attached 4 Type the email addresses of your contacts in the To and Cc Bcc fields as applicable 5 Once you have composed the email tap Send The email is sent Printing reports and documents If you have a printer available on your network you can print a copy of your report or document as described in the steps below To print reports and documents 1 In MicroStrategy Mobile open a report or document that you want to print 2 Int
127. rs are displayed below the field as you type 3 Select an answer from the list then tap Done Answering a prompt by selecting a number Some prompts require you to provide numeric answers to questions There are several ways to provide a numeric answer e Select a numeric value on a horizontal slider e Usea stepper to specify a number e Select a number from a wheel The steps for answering these prompts are provided below 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPad 55 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide Selecting a number on a horizontal slider Some prompts use a horizontal slider to select a specific number The range between the two positions of the slider and the upper and lower limits of the values are defined when the prompt is created An example of this type of prompt is displayed below 02 Slider 695 000 EE To select the value you want to use to answer the prompt drag the slider to the desired value Using a stepper to specify a number Some prompts display a base number with plus and minus icons next to it This prompt is called a stepper prompt Use the plus and minus to specify the number you want to use to answer the prompt An example of this type of prompt is displayed below 40 000 To answer a stepper prompt 1 Adjust the base value displayed in the prompt by using the plus or minus icons e To increase
128. rsion of a report the report is reloaded onto your mobile device To revert to the original version of a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Reconcile Now All reports and documents that you are subscribed to are displayed 3 Click the report you want to open and select Open Report The report is displayed 104 Reverting to original reports 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 4 Analyze the data in the report by sorting it moving columns adjusting the font size and so on For information on how to perform these tasks see Chapter 6 Analyzing Reports and Documents on a BlackBerry 5 To revert to the original report and keep the report open click and select Reset Report Mobile device shortcuts for reports and documents You can use several shortcuts to quickly navigate and analyze a report or document in MicroStrategy Mobile for the BlackBerry You can access this list of shortcuts from the main menu in MicroStrategy Mobile by selecting Shortcut Help Action Shortcut Scroll horizontally Hold the Alt key and scroll up and down Scroll down a page at a time Press the Space key Scroll up a page at a time Hold the Alt key and press the Space key Jump to the first row of the grid Press the T key Jump to the la
129. rts and documents appears An example of a report list is shown below MicroStrategy Mobile ie 4 98 Quarterly Sales 2 Category Sales m L Nested Aggregation M P Items sold per Date Country M Region Performance m SDK Sample Report m Sales Analysis s Sales Dashboard Status Ready Only the reports and documents that you have mobile subscriptions for are displayed in the report list For more information about managing you subscriptions on your mobile device see Chapter 5 Creating editing and deleting subscriptions on your mobile device 2011 MicroStrategy Inc Retrieving reports and documents 83 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide To ensure that the complete list of available reports and documents is displayed you must retrieve the latest reports and documents from MicroStrategy You can do this by selecting the Reconcile Now option Once you have retrieved the latest list of reports you can check the report details to see when the report was last updated For the steps to view report details see Determining last update read status and other report details page 114 From the list of reports and documents in MicroStrategy Mobile you can quickly determine whether a report has been updated with the most recent data e A report or document that does not contain current data and needs to be reconciled has a red X through
130. ry screen The Prompt Summary screen displays a variety of information about the prompts associated with a report The Prompt Summary screen is not displayed for all reports It is only displayed if one or more of the following conditions are met e The report contains more than one prompt e The answer you provided does not meet the prompt s requirements e A prompt requires you to turn a switch on or off select a number or type in a field The Prompt Summary screen displays each prompt s name description and the answers you have provided It also displays a red asterisk next to any prompts that require an answer before the report can run An example of a Prompt Summary screen is shown below Cancel Revenue by Call Center Call Center Washington DC Berlin Miami San Francisco Salt Lake City Number 8 000 If the answer you have provided does not meet the prompt s requirements the requirements are displayed in red text as shown below Cancel Revenue by Call Center Call Center Berlin San Francisco New gt Orleans Boston Please select no less than 5 elements Number 18 000 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPad 61 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide The prompt summary screen allows you to change your prompt answers before running the report To change your prompt answers before running the report
131. saction Services enabled documents to update your data WIS seseriai ena eieh 36 iteracting with Gassan Aa 37 Analyzing data in a tabular layout Interactive Grid adole E A A AEE PE E EENAA 38 Analyzing data on a Map Map widgets sseeeeeeeeeeee 39 Analyzing data on a time based graph Time Series Lols oe A E E E T E AT A E TE EEEE E 40 Uploading images using the Photo Uploader widget 41 Viewing images in the Image Viewer widget cce 42 Tiiigets UTead 2 Peperererer re crreerer er ner er erecr eer errr eeteereer reer rerrrey cerry errr errr re 43 Starting MicroStrategy Mobile for iPad c0ccccscceseceeeeereeseene 44 Receiving alerts when data meets certain conditions Push nNotiicatons eonia a E 45 Running reports and GOCUMEMSiiccicicsssccccrseriesseceesenenseadernoienes 46 Running reports and documents you have subscribed to 47 Running reports and documents by browsing to their e a e cg sep inet ease etait 47 Viewing grid and graph OTT sscan 48 Viewing Report Services documents ssssssssirrreseresreernsesees 49 Sharing reports and documents via email 00ee 50 Printing reports and documents cnesesceesereeeees 51 Answering prompts in MicroStrategy Mobile for iPad 52 Answering a prompt by providing a date and or time 53 Answering a prompt by typing in a field eee 54 Answering a prompt by selecting a numbet
132. sis Guide Getting Started with MicroStrategy Mobile for iPhone 1 Prerequisites You must have configured an email account on your iPhone To share reports via email In MicroStrategy Mobile open a report or document that you want to share with your contacts In the top right corner tap the Share button B The context menu opens Tap Email Screen A new email message is composed with a screenshot of the report attached Type the email addresses of your contacts in the To and Cc Bcc fields as applicable Once you have composed the email tap Send The email is sent Printing reports and documents If you have an AirPrint capable printer available on your network you can print a copy of your report or document as described in the steps below For a complete list of printers that support AirPrint as well as information about configuring an AirPrint printer see your Apple documentation Prerequisites You must have an AirPrint supported printer on your network to be able to print from your iPhone To print reports and documents In MicroStrategy Mobile open a report or document that you want to print In the top right corner tap Share E Tap Print The Printer Options dialog box opens 2011 MicroStrategy Inc Running and viewing reports and documents 15 1 Getting Started with MicroStrategy Mobile for iPhone MicroStrategy Mobile Analysis Guide To choose a printer tap Printer A list of available printers is
133. st row of the grid Press the B key Show or hide the name of the grid Press the N key Show or hide the page by field Press the P key Jump to another element in the page by field Hold the Alt key and press P Jump to another tab of a document Hold the Alt key and press T Choosing when reports and documents are sent to a BlackBerry Your mobile device s connectivity may be intermittent at certain times during the day At other times you may be using applications that consume the majority of the device s bandwidth 2011 MicroStrategy Inc Mobile device shortcuts for reports and documents 105 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide Therefore it can be helpful to specify a time of day when new or updated MicroStrategy reports are sent to your mobile device Consider choosing a time when the device is on but you do not expect to use it extensively You can also specify how many hours after that time the reports and documents are sent to your device The period of time that your device is updated is known as the update window For example you can ensure that starting from 1 00 PM reports are sent to your device for the next four hours In this case the update window is 1 00 PM 5 00 PM No matter when you set the update window for you can manually retrieve the latest reports at any time regardless of the update window For details see Retrieving reports
134. status of the application If your administrator has enabled access to the Settings screen configuration settings such as the memory limit are also displayed e Help Displays the Help for the application Receiving alerts when data meets certain conditions Push notifications You can configure MicroStrategy to send you an alert on your iPad when a metric on a report meets a specific condition For example you can choose to receive an alert if the Profit data in a report drops below 50 000 These alerts are called push notifications and can be received even if the MicroStrategy iPad application isn t running For information on setting up push notifications see the MicroStrategy Mobile Design and Administration Guide Turning alerts on or off You can turn alerts on or off using the application s Settings screen Your administrator may have disabled access to the application s Settings screen If this is the case you can disable notifications using the iPad s Settings screen as described in Selecting the type of alert to receive page 46 below To turn alerts on or off 1 Inthe MicroStrategy application tap the i button eal and choose Settings The Settings screen opens 2 Tap Advanced Settings The Advanced Settings screen opens 2011 MicroStrategy Inc Starting MicroStrategy Mobile for iPad 45 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide 3 Turn the Push Notif
135. t mode tap the report or document to run it The report or document is displayed 2011 MicroStrategy Inc Running reports and documents 47 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide To run a report or document in landscape mode In landscape mode tap the report or document The description the date that it was last accessed and additional information about the report or document is displayed in the right pane Tap View to run the report or document The report or document is displayed Viewing grid and graph reports There are two types of MicroStrategy reports grid reports and graph reports Grid reports display business data organized in rows and columns Graph reports present data visually in styles such as a bar line or pie graph The following is applicable to most grid and graph reports You can view reports in portrait or landscape mode by rotating the iPad To scroll across large reports drag the report horizontally To scroll up and down large reports drag the report vertically In grid reports tap and hold your finger over a cell to see a magnified view of the data in that cell To switch between viewing the report as a grid or a graph tap the graph icon at the top right of the screen Business data may be grouped in a page by across the top of a report Tap the currently displayed group of data and choose another group You can also switch to another group
136. tain data and needs to be refreshed or reconciled Viewing a grid or graph report In the list of reports and documents in MicroStrategy Mobile it is possible to tell whether a report is a grid report or a graph report Grid reports appear with the following icon m 98 Running reports and documents 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 Graph reports appear with the following icon Lil Any reports saved in Grid view or Grid and Graph view in MicroStrategy Desktop or MicroStrategy Web are displayed as grid reports in MicroStrategy Mobile When you run a report it is displayed on your mobile device as described in the sections below Viewing grid reports Grid reports are separated into columns and rows of data The image below shows a grid report in MicroStrategy Mobile Customer Region Min Sales per Customer Avg Sales per C North East BO O o ps Mid Atlantic o 7 462 e You can adjust the font size in your mobile device e To show or hide the name of the report that is displayed above the report press the N key e Any report with objects in its page by field will display the currently selected page by data in MicroStrategy Mobile by default The page by field is displayed in MicroStrategy Mobile and can be changed If you are a report designer see the MicroStrategy Mobile Design and Administration Guide for tips on
137. tain information that is one or more releases behind You can see 2011 MicroStrategy Inc Documentation 133 Additional Resources MicroStrategy Mobile Analysis Guide the version number on the title page of each manual For the most up to date translations refer to the MicroStrategy Knowledge Base MicroStrategy overview and evaluation Introduction to MicroStrategy Evaluation Guide Instructions for installing configuring and using the MicroStrategy Evaluation Edition of the software This guide also includes a detailed step by step evaluation process of MicroStrategy features where you perform reporting with the MicroStrategy Tutorial project and its sample business data MicroStrategy Evaluation Edition Quick Start Guide Overview of the installation and evaluation process and additional resources Evaluate MicroStrategy for Linux Guide In a Windows or Linux Environment with the MicroStrategy Evaluation Edition Virtual Appliance Evaluate MicroStrategy for Linux in a Microsoft Windows or Linux environment with the MicroStrategy Evaluation Edition Virtual Appliance This guide provides all details to download activate and evaluate MicroStrategy software running in a Linux environment MicroStrategy Reporting Suite Quick Start Guide Evaluate MicroStrategy as a departmental solution Provides detailed information to download install configure and use the MicroStrategy Reporting Suite MicroStrategy Mobile Suite
138. te time wheel prompt 1 Drag through the different columns to select the date or date and time that you want the report to return data for 2 Tap Done Answering a prompt by typing in a field Some prompts require that you type an answer in a field The information that you type in the field is then used to return a list of selections that can be used to answer the prompt Tap within the field at the top of one of these prompts to use the keyboard to type your answer 54 Answering prompts in MicroStrategy Mobile for iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPad 3 Some fields display a wheel with different numeric values when you tap inside the field rather than opening a keyboard to type an answer Drag to the value you want to use to answer the prompt and then tap Done If the prompt has been designed with the search feature enabled results will be displayed that match the letters you are typing For example a prompt asks you to specify a Call Center If you type the letters M and I in the field the prompt suggests Miami and Milwaukee below the field as shown below Miami Milwaukee To answer a prompt that requires you to type in a field 1 Tap in the field at the top of the text prompt The iPad keyboard is displayed on the screen 2 Type a string of text to use to answer the prompt If the search feature is enabled for the prompt suggested answe
139. the prompt and the barcode reader closes 24 Answering prompts in MicroStrategy Mobile for iPhone 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile foriPhone 1 Answering a prompt by selecting one or more items from a list Some prompts require you to select one or more items from a list to define what data is returned by the report An example of one of these prompts is shown below ap Selections Done No Selections To add or remove items from the list tap the plus or minus button at the top left of the screen The plus button opens the Add Selections screen and the minus button opens the Delete Selections screen An example of the Add Selections screen is displayed below Cancel Add Selections Art amp Architecture Business Literature Books Miscellaneous Science amp Technology Some prompts that require you to select items from a list may support scanning items with a barcode reader to add them to your list For steps to scan a barcode see Answering a prompt by scanning a barcode page 23 The following steps describe how to add items to a list and how to remove an item from a list To select one or more items from a list 1 On the top left of the Selections screen tap the button The Add Selections screen opens with a list of available items displayed 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPhone 25 1 Getting Start
140. the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 While viewing the report select the header of the column of data to move e To move horizontally hold ALT and scroll 5 From the menu that appears select Move Left or Move Right The column of data is shifted to the left or right respectively 6 To save the report with the latest changes click the trackball trackwheel and select Save 132 Moving objects on reports and documents 2011 MicroStrategy Inc ADDITIONAL RESOURCES Resources Documentation MicroStrategy provides both manuals and online help these two information sources provide different types of information as described below e Manuals In general MicroStrategy manuals provide o Introductory information and concepts o Examples and images o Checklists and high level procedures to get started The steps to access the manuals are described in Accessing manuals and other documentation sources page 139 Most of these manuals are also available printed in a bound soft cover format To purchase printed manuals contact your MicroStrategy account executive or email documentationfeedback microstrategy com e Help In general MicroStrategy help provides o Detailed steps to perform procedures o Descriptions of each option on every software screen Due to translation time manuals in languages other than English may con
141. the value tap e To decrease the value tap 2 Tap Done Selecting a number from a wheel Some prompts require you to enter a value in a field by selecting a value from a wheel These prompts first display a field When you tap inside the field a wheel of values is displayed at the bottom of your screen 56 Answering prompts in MicroStrategy Mobile for iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPad 3 An example of the field is shown below 0 An example of the wheel of values is shown below O 9U U JU 300 000 400 000 The minimum and maximum values displayed on the wheel as well as the interval between the minimum and maximum values are defined when the prompt is designed To select a number from a wheel 1 Tap inside the field The numeric wheel is displayed 2 Drag to the value you want to use to answer the prompt then tap Done Answering a prompt by turning a switch off or on Some prompts require you to specify what data you want to include in the report by turning a switch on or off An example of a switch prompt is shown below OFF To answer the prompt tap and slide the switch to the On or Off position 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for iPad 57 3 Getting Started with MicroStrategy Mobile for iPad MicroStrategy Mobile Analysis Guide Answering a prompt by specifying your loca
142. these widgets and instructions to analyze the data that they contain see the following sections e Analyzing data ina tabular layout Interactive Grid widgets page 38 e Analyzing data on a Map Map widgets page 39 e Analyzing data on a time based graph Time Series widgets page 40 e Uploading images using the Photo Uploader widget page 41 2011 MicroStrategy Inc Interacting with data 37 2 Analyzing Reports and Documents on an iPhone MicroStrategy Mobile Analysis Guide e Viewing images in the Image Viewer widget page 42 Analyzing data in a tabular layout Interactive Grid widgets Data can be displayed in an interactive tabular layout on an iPhone in either reports or documents Attributes and metric values are displayed in the columns and rows and grouping appears at the top of the screen The object that displays data in this way is an Interactive Grid widget An example of an Interactive Grid widget is shown below Back Product by Market Item Industry Price Price Chg New York Beer Wine Spirits Cocktails Washington D C Beer Wine The actions that you can perform with an Interactive Grid widget depend upon how the widget was designed You may be able to do the following e Ifa column contains more than one metric tap the metric to switch whether or not it is displayed e To display different groups of data tap on different page bys e Tap on objects to drill For more information about drilling s
143. tion Some prompts require you to specify your current location to determine what data is displayed on the report An example of a location prompt is displayed below Location Current Location The location name that is returned by a location prompt is based on information returned by the iPad s Location Services If Location Services is disabled on your iPad you cannot answer prompts by specifying your location To use your current location to answer a prompt 1 Tap B You are prompted for permission to access your current location 2 Tap OK The prompt uses your current location Answering a prompt by typing a barcode Barcode scanner prompts can be answered by entering the barcode number manually using the keypad For steps to enter barcode information to a prompt see the steps below For steps to answer a prompt by selecting items from a list see To select one or more items from a list page 59 Barcode prompts can return data in one of two ways They can either display report data based on the item that is entered or they can be used to search for an item in a list of items Barcode prompts appear in the Prompt Summary Screen with the barcode icon tus For more information about the Prompt Summary Screen see Using the Prompt Summary screen page 61 58 Answering prompts in MicroStrategy Mobile for iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile f
144. tions to customize Narrowcast Server functionality integrate Narrowcast Server with other systems and embed Narrowcast Server functionality within other applications Documents the Narrowcast Server Delivery Engine and Subscription Portal APIs and the Narrowcast Server SPI Documentation for MicroStrategy Portlets e Enterprise Portal Integration Help Information to help you implement and deploy MicroStrategy BI within your enterprise portal including instructions for installing and configuring out of the box MicroStrategy Portlets for several major enterprise portal servers This resource can be accessed using the MicroStrategy Product Manuals page as described in Accessing manuals and other documentation sources page 139 Documentation for MicroStrategy GIS Connectors e GIS Integration Help Information to help you integrate MicroStrategy with Geospatial Information Systems GIS including specific examples for integrating with ESRI mapping services This resource can be accessed using the MicroStrategy Product Manuals page as described in Accessing manuals and other documentation sources page 139 138 Documentation 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Additional Resources Help Each MicroStrategy product includes an integrated help system to complement the various interfaces of the product as well as the tasks that can be accomplished using the product Some of the MicroStrategy help systems
145. to manage your device s memory is to remove the data from the reports and documents on your device or media card The report or document itself and its formatting are not deleted but the data in the report or document is removed The report and its data can be retrieved again by refreshing the report If you remove the data from the report or document you must also set it to be manually refreshed This ensures that the report or document is not saved on the device or media card For more information on automatic and manual updating see Manually refreshing rarely used reports to conserve memory page 110 The following procedure describes how to remove the data from a report or document 2011 MicroStrategy Inc Conserving mobile device memory 111 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide To remove the data from a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 Click and select Reconcile Now All reports and documents that you are subscribed to are displayed 3 Scroll to the report that contains the data to remove and click it 4 From the menu that appears select Delete You are prompted to confirm whether you want to delete the data from the report or document Select OK to confirm your choice Enabling real time updates in MicroStrategy Mobile In MicroStrategy Mobile it is possible to enable reports and documents t
146. tro Auo a aajoirts Gift Baskets To fit as much data on the screen as possible 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Click the trackball trackwheel and select Fit to Screen The report is adjusted so that the maximum amount of data is displayed at one time The Fit to Screen option is not available if the report is already set to Fit to Screen If you manually resized one of the columns in the report both the Fit to Screen and Fit to Content options are available 5 Youcan also adjust the font size of the text which can help improve your view of the results For steps see Adjusting the font size on a report page 119 6 To save the report with the latest changes click the trackball trackwheel and select Save 2011 MicroStrategy Inc Fitting report or document results on the screen 121 6 Analyzing Reports and Documents on a BlackBerry MicroStrategy Mobile Analysis Guide Displaying column headers completely Fit to Content You often need to read the entire values within the cells on your report You can automatically resize grid columns by setting the display to Fit to Content This ensures that the values and column headers are displayed completely However when
147. ts Use the appropriate procedure below depending on the requirements of the prompt you are presented with Once you have answered a prompt you can save your answers for use on future prompts For steps to save and reuse a prompt answer see To save a prompt answer page 96 2011 MicroStrategy Inc Answering prompts in MicroStrategy Mobile for BlackBerry 91 5 Getting Started with MicroStrategy Mobile for the BlackBerry MicroStrategy Mobile Analysis Guide To answer a prompt by selecting answers from a list 1 Create or edit a subscription for a prompted report or document 2 Ifthe prompt has a saved answer the name of the answer is displayed in the Answers field You can keep this answer and click then select Subscribe to create the subscription For information about saving and reusing prompt answers see To save a prompt answer page 96 3 You can add your own answer to the prompt by scrolling to the Answers drop down menu and selecting New then selecting Edit as shown below Answers New Edit Depending upon the type of prompt one of the following happens e Ifthe prompt is an object prompt a list of available objects is displayed For steps to answer an object prompt see To answer an object prompt page 92 Ifthe prompt is an attribute qualification prompt the prompt screen is displayed For steps to answer an attribute qualification prompt see To answer an attribute qualification prompt page 92
148. ty of MicroStrategy Inc and your exclusive remedy shall not exceed at the option of MicroStrategy Inc either a full refund of the price paid or replacement of the Software No oral or written information given out expands the liability of MicroStrategy Inc beyond that specified in the above limitation of liability Some states do not allow the limitation or exclusion of liability for incidental or consequential damages so the above limitation may not apply to you The information contained in this manual the Documentation and the Software are copyrighted and all rights are reserved by MicroStrategy Inc MicroStrategy Inc reserves the right to make periodic modifications to the Software or the Documentation without obligation to notify any person or entity of such revision Copying duplicating selling or otherwise distributing any part of the Software or Documentation without prior written consent of an authorized representative of MicroStrategy Inc are prohibited U S Government Restricted Rights It is acknowledged that the Software and Documentation were developed at private expense that no part is public domain and that the Software and Documentation are Commercial Computer Software provided with RESTRICTED RIGHTS under Federal Acquisition Regulations and agency supplements to them Use duplication or disclosure by the U S Government is subject to restrictions as set forth in subparagraph c 1 ii of the Rights in Technical Data and
149. ubscribed to and enabled for Mobile use in MicroStrategy Desktop or MicroStrategy Web by the report designer For information on subscribing to reports and enabling reports and documents for mobile use see the MicroStrategy Mobile Design and Administration Guide Once the reports and documents are retrieved in MicroStrategy Mobile you can view them and analyze data by sorting and grouping it repositioning report objects viewing report details and more For information about analyzing reports and documents in MicroStrategy Mobile see Chapter 6 Analyzing Reports and Documents on a BlackBerry 82 About MicroStrategy Mobile 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for the BlackBerry 5 System requirements e MicroStrategy Mobile runs on BlackBerry mobile devices See the MicroStrategy Readmes for the most up to date versions certification and support information for this product e MicroStrategy Mobile supports MicroStrategy reports and Report Services documents up to 12500 Bytes 125 KB in size Retrieving reports and documents To retrieve mobile enabled reports and documents you must first start the application on your BlackBerry You can access MicroStrategy Mobile from the main menu on your mobile device by selecting the MicroStrategy Mobile icon shown below After you start the MicroStrategy Mobile application on your mobile device and log in a list of repo
150. uide If drilling is enabled Drill Anywhere appears when you tap and hold an attribute header or attribute element as shown below Heart Art As Experience Mid Atlantic lt Drill Anywhere Intelligence The Prince Nutrition 101 Pain Free 100 Places ta Ga To drill on a grid report 1 Tap and hold an attribute header or attribute element and then release The context menu appears 2 Tap Drill Anywhere The graphical drill path selector appears as shown below A list of dimensions to which you can drill is displayed Subs jory Supplier Month Customers Geography Products Time To cancel drilling at any time tap the close button ey at the top right of the drill path selector 3 In the drill path interface scroll through the displayed dimensions until the one you want to drill to is highlighted in the center 4 Tap the dimension s name The dimension gets added to the drill path on the left and a list of attributes representing that dimension appears 66 Analyzing reports and documents on an iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents onaniPad 4 5 Repeat the procedure adding an attribute to the drill path The Update icon appears as shown below If you want to change your selections tap the name of the first dimension you selected shown in blue at the far left of the screen The drill path is reset 6 Once you have made your selectio
151. widgets 70 Analyzing data on a Map Map widgets sseeeeeeeeeeee 72 Analyzing data on a time based graph Time Series EE E E E A E ere ircrenacielains 73 Analyzing data On a heat Map siciissscisstevssarisrrieademaicieaiees 73 Analyzing data on a calendar 2 cccccceseessceceeeeneneeteeee 75 Uploading images using the Photo Uploader widget 76 Viewing images in the Image Viewer wWidget eeee T7 Using Visual Insight analyses on an iPad 77 Analyzing data in a Graph Matrix 78 IED AUCTION iaiisiiriie acini a 81 About MicroStrategy Mobile craras 82 Syslem TeguemMeN S ernie 83 Retrieving reports and documents ssssrissiieiiirinirieeises 83 Creating editing and deleting subscriptions on your mobile EE S ETEA E E A E E nen 85 Creating subscriptions on your mobile device 0 85 Editing and deleting subscriptions on your mobile device 87 Answering prompts in MicroStrategy Mobile for BlackBerry 90 R nning reports and GOCUNIS ea icisco rte eet eee 97 Running a report or Report Services document 97 Determining whether a report has been run 00 eee 98 Viewing a grid OF graph repof i erroreren ir 98 Viewing a document scree cite eee Gates 101 vii Contents MicroStrategy Mobile Analysis Guide Navigating within reports and documents eeee 102 SAVING reports and GOCUINGIS cisdscissniasksrncciseidratdecsesmniaiiarnaase 10
152. xample the Dollar Sales column in the report below is sorted in descending order Mid Atlantic 41 814 7 338 North East 30 546 5 758 South East 28 766 5 38 South West 25 537 4 457 Central 16 495 3 858 South 15 569 2 898 North West 14 352 2 369 England 12 468 224 Changes made to the sort order of a report can be saved when you close a report For details see the procedure below To sort the data on a report or document 1 Select the MicroStrategy Mobile application to open MicroStrategy Mobile 2 If necessary to refresh the list with the latest reports click the trackball trackwheel and select Reconcile Now 3 Select the report or document to open and select Open Report The report is displayed 4 Select the header of the column to sort as described below e To move horizontally hold ALT and scroll You can not sort on a consolidation or custom group 5 From the menu that appears select either Sort Ascending or Sort Descending 6 To save the report with the current sort order click the trackball trackwheel and select Save Finding values in a report or document It can be difficult to find a specific value in a report or document when looking through a large amount of data To quickly locate a specific data 126 Finding values in a report or document 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Analyzing Reports and Documents on a BlackBerry 6 value in a grid
153. ype your MicroStrategy username and password When you are logged in to MicroStrategy the Home screen is displayed By default the Home screen lets you access the projects you are connected to any reports you have subscribed to and reports that you have recently accessed You can tilt your iPad to view the Home screen in landscape mode as well In this mode you can use the left pane to navigate within your projects and use the right pane to view additional information about a selected object Tap Refresh K to refresh the list of projects on the Home screen The icons on your Home screen may vary depending on the configuration set by your administrator For example you may see additional shortcuts to reports and documents The Home screen can also be configured to run a single report or document instead of displaying buttons For more information on customizing the Home screen see the MicroStrategy Mobile Design and Administration Guide From the menu bar you can select from the following options 44 Starting MicroStrategy Mobile for iPad 2011 MicroStrategy Inc MicroStrategy Mobile Analysis Guide Getting Started with MicroStrategy Mobile for iPad 3 e Home Displays the list of projects e Reports Displays the reports and documents that the user has subscribed to Tapping the i button i in the upper right of the screen brings up a menu with the following options e Settings Displays version information and the
154. ytics Modules Installation and Porting Guide Customer Analysis Module Reference Sales Force Analysis Module Reference Financial Reporting Analysis Module Reference Sales and Distribution Analysis Module Reference Human Resources Analysis Module Reference Manuals for Narrowcast Services products MicroStrategy Narrowcast Server Getting Started Guide Instructions to work with the tutorial to learn Narrowcast Server interfaces and features MicroStrategy Narrowcast Server Installation and Configuration Guide Information to install and configure Narrowcast Server MicroStrategy Narrowcast Server Application Designer Guide Fundamentals of designing Narrowcast Server applications MicroStrategy Narrowcast Server System Administrator Guide Concepts and high level steps to implement maintain tune and troubleshoot Narrowcast Server MicroStrategy Narrowcast Server Upgrade Guide Instructions to upgrade an existing Narrowcast Server Software Development Kits MicroStrategy Developer Library MSDL Information to understand the MicroStrategy SDK including details about architecture object models customization scenarios code samples and so on 2011 MicroStrategy Inc Documentation 137 Additional Resources MicroStrategy Mobile Analysis Guide e MicroStrategy Web SDK The Web SDK is available in the MicroStrategy Developer Library which is sold as part of the MicroStrategy SDK e Narrowcast Server SDK Guide Instruc

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