Configure MicroStrategy Reports

This section describes how to configure and access MicroStrategy reports from the Eagle Portal.

You can communicate with the MicroStrategy Server to access MicroStrategy reports from within Advanced Reports and the Eagle Portal. You can also create Value and Attribute Element prompts in MicroStrategy for use in the Eagle Portal. Single sign on (SSO) support is provided for MicroStrategy Advanced Reports and Eagle Portal queries.

About the MicroStrategy Server

You can configure Eagle to communicate with the MicroStrategy server. Once Eagle is configured, you can create an Advanced Report that refers to a MicroStrategy report.

In this section

Although you refer to a MicroStrategy report from within Advanced Reports, MicroStrategy reports are developed in the MicroStrategy product, and continue to be part of your MicroStrategy environment.

Eagle MicroStrategy integration means that you can build an Eagle event where the MicroStrategy report is the underlying event. For example, you can create an Advanced Report in Eagle’s Advanced Report module that refers to a MicroStrategy report within MicroStrategy.

To access MicroStrategy reports from Advanced Reports or the Eagle Portal, you must make configuration changes within Eagle. This allows Eagle to locate and communicate with the MicroStrategy server and navigate their project menus.

About MicroStrategy Integration

The following information is important to keep in mind for the Eagle Portal and MicroStrategy integration:

MicroStrategy offers interactivity within the query, including filtering, multiple dashboard levels, and navigation between reports using Selectors.
When using MicroStrategy queries in the Eagle Portal, Eagle recommends you do not use the right-click functionality available for some table fields that permits drilling, as used in MicroStrategy, through data hierarchies. If you do so, you cannot return to the upper level of the report. You have to rerun the query to regenerate the report.
You can export a MicroStrategy document in PDF and Excel format. When you export a MicroStrategy report in Excel format, the document's graphs become valid Excel graphs that you can configure, and the document's grids become regular cells in the spreadsheet.

Manage Value Prompts and Attribute Element Prompts in MicroStrategy

Eagle uses MicroStrategy Value Prompts and Attribute Element Prompts to send input parameters to MicroStrategy while running reports.

A MicroStrategy report can contain no prompts, single, or multiple prompts. Reports containing single prompts use MicroStrategy Value prompts. Reports containing multiple prompts use MicroStrategy Attribute Element prompts.

A Value prompt allows you to pass a single value as in input to a MicroStrategy Report. When using a Value prompt, you first set up the prompt, and then set up a filter to use the Value prompt.

Create a Value Prompt

To create a Value prompt from the MicroStrategy desktop:

From the MicroStrategy Desktop, right click and select Prompt from the New menu.
You see the Prompt Generation Wizard.
Select the prompt type and click Next.
You see the second Prompt Generation Wizard dialog box.
Select a value prompt type and click Next. Prompt types include:
Date prompt. Allows users to filter for data related to a specific date or a range of dates.
Numeric prompt. Allows users to filter numeric data.
Text prompt. Allows users to filter text data.
Big Decimal prompt. Allows users to filter data based on a big decimal value for a metric.
You see the third Prompt Generation Wizard dialog box.
Enter a prompt title in the Title field. Enter instructions for the prompt in the Instructions field.
Select the Prompt answer required checkbox and click Next.
Optionally, specify a default value and click Finish.
You see the Save As dialog box.
Enter an Object Name and click Save.

Use Value Prompts in the Filter

To create a filter based on the value prompt from the MicroStrategy desktop:

From the MicroStrategy Desktop, right click and select Filter from the New menu.
You see the New Filter dialog box.
Click OK to continue.
You see the Filter Editor window.
Select the attribute in the left part of the window on which you want to create a Filter.
Double click the selected attribute.
You see the Attribute Qualification dialog box.
Make sure the appropriate prompt is selected in the left window. In the Qualify On field, select ID. In the Operator field, select Exactly.
Click OK.
You see the Filter window, displaying the resulting filter.
Click Save and Close.
You see the Save As Filter dialog box.
Enter a name for the object in the Object Name field, and click Save.

Manage Attribute Element Prompts

An Attribute Element prompt allows you to send an input to a MicroStrategy report consisting of multiple values. When you use an Attribute Element prompt, you first create a null filter, then create an Attribute Element prompt based on the null filter.

Create a Null Filter

To create a null filter from the MicroStrategy desktop:

From the MicroStrategy Desktop, right click and select Filter from the New menu.
You see the New Filter dialog box.
In the/New Filter dialog box, select Empty Filter and click OK.
You see the Attribute Qualification dialog box.
Select an Attribute from the Attribute list, and double-click it.
In the Qualify On field, select ID. In the Operator field, select Is Null. Leave the Element List section empty. Click OK and then click Save and Close.
You see the Save Filter As dialog box.
Enter a name in the Object Name field. This example uses Entity ID as the Object Name. Click Save.

Next, complete the following procedure to create an Attribute Element prompt based on the Null Entity ID filter.

Create an Attribute Element Prompt Based on the Null Entity ID Filter

After you create a null filter, you create an Attribute Element prompt based on that filter.

To create an Attribute Element prompt from the MicroStrategy desktop:

From the MicroStrategy Desktop, right click and select Prompt from the New menu.
You see the Prompt Generation Wizard dialog box.
In the Filter definition prompt section, select Choose from an attribute element list and click Next.
You see the Second Prompt Generation dialog box.
In the Attribute field, select the attribute and click Next.
You see the Third Prompt Generation dialog box.
Select Use a filter to reduce the number. Click the button to select a filter. Select Null Entity ID from the list of available filters that is displayed.
Click OK and then click Next.
You see the Fourth Prompt Generation dialog box.
Enter a title in the Title field. Enter any instructions in the Instructions field. The Instruction field text is displayed in MicroStrategy when you run the report.
Click Next.
You see the last Prompt Generation Wizard dialog box.
Optionally, add default prompt names, and click Finish.
You see the Save As dialog box.
Enter a prompt name and click Save.