MicroStrategy Mobile App User guide
Below you will find brief information for MicroStrategy Mobile App. MicroStrategy Mobile app is a series of MicroStrategy documents that are linked together and deployed to a mobile device. Mobile apps are created in MicroStrategy Web. MicroStrategy Mobile is a fully integrated extension of the MicroStrategy Analytics platform, so you can leverage your existing visualizations, reports, and dashboards.
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MicroStrategy Academic Program
Creating a center of excellence for enterprise analytics and mobility.
ENTERPRISE MOBILITY
APPROXIMATE TIME NEEDED: 6 HOURS
ONTENTS
1. Plan and Design a
MicroStrategy Mobile
App
Exercise 1.1: Open a MicroStrategy Mobile app...................................... 4
Activity: Explore MicroStrategy Mobile capabilities .............................. 5
Discover the business goals for your app................................................ 12
Select the platforms to support your app ....................................................... 14
Creating multiple views: Portrait and landscape.................................. 15
Design for numerous Android screen sizes: Fit Width and Fit Page...
Develop the concept for your app............................................................. 17
Workshop 1: Create a storyboard............................................................... 24
Understand how users interact with mobile devices.......................... 27
2. Create a Mobile App
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Contents Enterprise Mobility
Exercise 2.1: Create the app documents.................................................. 37
Creating the documents: Adding objects ....................................................... 47
Placing data on a page: Datasets................................................................ 47
Simple data displays: Grid/Graph visualizations................................... 48
Common visualizations: Bar graphs .......................................................... 51
Interactive display of data: Widgets .......................................................... 54
Updating data with a click: Selectors ........................................................ 57
Dynamically filtering data: View filters ..................................................... 59
Exercise 2.2: Create the Category Overview page................................ 61
Adding interactive elements to the app.......................................................... 68
Grouping objects on a document: Panel stacks.................................... 72
Exercise 2.3: Create the Regional and Customer Overview pages . 73
3. Extend Mobile
Capabilities
Common customization scenarios ............................................................ 83
4. Administration and
App Deployment
Exercise 5.1: Deploy the Sales Performance app .................................. 87
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Introduction
A MicroStrategy Mobile application (app) is a series of MicroStrategy documents that are linked together and deployed to a mobile device. Mobile apps are created in MicroStrategy Web. MicroStrategy Mobile is a fully integrated extension of the
MicroStrategy Analytics platform, so you can leverage your existing visualizations, reports, and dashboards.
Mobile apps allow you to stay connected and access your critical business information at your fingertips. Mobile apps allow you to analyze your business data with an interactive platform that allows you to access your data and make decisions on the go.
You can create a mobile app using code-free tools and a click-to-configure development canvas. You can embed videos, PDFs, presentations, and more directly in your apps to give employees, customers, and partners access to everything they need to get the job done. Once the app is deployed to users, you can update content from a centralized location and instantly push it to mobile devices. This provides users with access to the most up-to-date content.
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Introduction
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Exercise 1.1: Open a MicroStrategy Mobile app
In this exercise you will download the MicroStrategy Mobile app for your mobile device and navigate to a mobile app.
1 From the Apple App Store (for iOS) or Google Play (Android) search for and download the MicroStrategy Mobile app on your mobile device.
2 Once the app has downloaded, launch the app on your mobile device.
3 From the MicroStrategy Mobile homepage, click App Gallery.
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4 From the App Gallery, click Financial Services and click the Wealth
Management
app. If prompted, click Launch. Or, you can click the Featured
Wealth Management app.
Activity: Explore MicroStrategy Mobile capabilities
In this activity we’re going to explore the different features and capabilities of
MicroStrategy Mobile through the Wealth Management app. The Wealth
Management app was created in MicroStrategy Web using documents. As you navigate through the app you will identify the document components and how they appear on a mobile device.
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From the Wealth Management homepage, choose a client from the menu. The client name will appear on the button below the Choose a Client menu. Click the button to view that client’s data.
The Wealth Management app is created on a document in MicroStrategy Web. We can add objects to the document to make it interactive, such as selectors and buttons. In this example, we choose a Client Name from a selector, and then click a button that links to another page of the app. This other page is also
MicroStrategy document.
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From the Market Activity - Client screen, the advisor has access to a variety of information and features. Follow the numbers below to navigate the different areas of the app:
1 Click buttons as panel selectors to flip between the different available data
(Book, Rates, Markets, FX).
Panels allow you to group related data and visualizations in different layers.
Use panel selectors to navigate between the various panels.
2 Insert multimedia such as videos of live stock trends.
3 Access newsfeeds for up-to-date information.
4 Enter a number in the text field to see how the data changes.
Interact with your data using Transaction Services. Type data in the text field and click Get Quote to see the data change.
5 Navigate to other sections of the app by clicking the navigation buttons at the bottom of the screen.
An app is a series of documents that are linked together. You can use buttons that link to each page, or document, in the app.
6 Click the Profile button to navigate to another page of the app.
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From the Profile page of the app, use the selectors at the top and click Portfolio
Snapshot.
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Introduction
1 Insert images and links to external apps, such as email.
2 Use mobile widgets such as Microcharts, to visualize data at a glance.
Widgets are interactive visualizations specifically designed for mobile apps.
3 Toggle between different analyses of data using panel stacks and a drop-down list selector.
On the previous screen we clicked panel selector buttons to toggle between different panel stacks. On this page of the app, the panel selector is a drop-down list. Click between the options in the menu to navigate between the two panels.
4 Navigate to the Documents section of the app.
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PDFs can be viewed directly in a MicroStrategy Mobile app. Notice that in this app, there are two options at the top of the screen to choose from: Prospectus or
Research files.
1 Click a file name to download and view the PDF.
Business uses of Mobile
Deploying apps to mobile devices extends report access and expands the range and flexibility of how users review vital information, monitor KPIs, and share data in and out of the workplace. With a mobile device, interactive documents can be shared in a variety of contexts. On-site reviews can be performed for off-site facilities, and geo-location and bar code reader prompts can be created for analytics apps as well as workflow apps such as sales enablement, retail apps, financial services apps, and so on.
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For example, regional managers conduct quarterly reviews of stores and restaurants in their regions. As part of the review process, they need to inspect stores, record inspections to back-end systems, and see how store ratings compare over time. At the same time, the managers need to analyze inventory, view trends in sales, view how much customers spend, and analyze seasonal trends. These two business processes can be separated into two apps, both accessible from a single MicroStrategy Mobile app, as shown below:
Navigate to Two Apps
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Introduction
Both apps are accessed from the MicroStrategy Mobile app.
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In another example, a financial executive needs better access to high-level financial metrics and faster response times to corporate approval systems. In the first case, the executive needs data on segment performance, market trends, credit analytics, investment analytics, and earnings per share simulations. In the second scenario, the executive needs to be able to approve, deny, and review time off requests, purchase orders, expense requests, and take other personnel actions. These two business processes can be separated into two apps, as shown below.
Two Separate MicroStrategy Mobile Apps
In this scenario you would use the MicroStrategy Software Development Kit (SDK) to customize the mobile app.
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User-centered design
When creating a mobile app there are several factors to consider:
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What is the business goal of the app?
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What type of device(s) will users access the app with?
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What data and visualizations need to be visible to users?
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How will users interact with and navigate the app?
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What colors and style will be used within the app?
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How many users need to access the app?
With so many things to consider when creating an app, it is imperative that you have a plan before you begin designing and building your app. In this chapter, we will explore key planning and design considerations that will help you to create an effective and user-friendly mobile app.
Discover the business goals for your app
The initial discovery phase of app design involves the following:
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Understanding the project overview
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Defining your audience
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Determining features and requirements
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Select the platforms for your app
As the app designer, it is your job to create an app that combines business goals and user needs. To do so, you will make sure that you have a clear understanding of each. Gathering information from the right people, is the first step in understanding the business needs, and the first step in the planning process. As you build the app you will keep your users in mind at all times. This user-centered approach will ensure that the app is used and adopted in an effective way.
People involved in the design process
The mobile app design process isn’t just the responsibility of the designer or developer. The early involvement of your users will be absolutely crucial to the adoption of your product later on. You also want to assemble a team of managers and other key stakeholders, so that you understand the business goals and vision of the company. As a warning though, don’t get sidetracked by TOO many contributions. At the beginning, the pool of ideas should be large and unlimited, but as you start to narrow scope, leave the solid ideas to a core team.
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Select the platforms to support your app
When determining the platforms that you will design for, think about the following:
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Will users have iOS or Android devices?
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Will most users access the app from their phone or from a tablet?
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Will the app be used in portrait or landscape mode?
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If designing for multiple devices, will each device have the same number of visualizations and design?
The first decision to make is whether you are going to make one app that will be used across all devices (unified) or multiple versions of the app specific to each device (dedicated).
Dedicated or unified designs
Due to the differences in screen sizes and user interface capabilities, there may be a need to create separate apps for hand-held devices and tablets. Hand-held devices are generally used in portrait mode, while tablets are used in both portrait and landscape mode. The variety of different sizes for hand-helds may make it impractical for a dedicated design for every different size to be made. A unified design will allow for more widespread deployment, but it may not be optimal for every device. There are two possible design approaches to address this:
Dedicated design
Dedicated design ensures that the app is optimal for certain devices.
Because there is less variation in iOS sizes, dedicated design is an option.
Unified design
Unified design allows for more widespread deployment, but the at the cost of less than optimal screens. This approach works better for Android devices.
MicroStrategy offers some built-in features that make designing for multiple platforms simple. One option is to create multiple views for your app. You can determine what objects and visualizations are available in each orientation mode
(portrait vs. landscape). Another time-saving feature of MicroStrategy Mobile is the Fit Width and Fit Page options. When designing for Android devices, you can use these features to allow the screen expand to fit a variety of Android screen sizes.
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Creating multiple views: Portrait and landscape
With the possibility of various screen sizes, operating systems, and orientations, it may not be feasible to create a different app to accommodate every possibility. To solve this problem, MicroStrategy Mobile enables designers to create multiple versions of a layout in a document (remember that an app is a series of documents). Each view is a specific screen size, measured by screen resolution.
When run, the Mobile client determines the best view for the device based on these two parameters.
Different views may display a different subset of objects. For example, a single document layout can be configured to switch from a Portrait view to a Landscape view when the device rotates.
Multiple Views
In the above image, when the iPad rotates from landscape to portrait view, the text shifts to fit better in portrait view and the image displaying the filter pane and the calendar prompt does not display.
Though views share one set of controls, different views may display only a subset of objects to accommodate for an orientation change. Objects on a document may include graphs, selectors, and text boxes. An object can be edited to display differently in each view by changing its size, changing its position, hiding it from the view, and so on.
Views provide the following advantages:
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Views lower design time and maintenance. The same layout can be used across different devices and different orientations. Document designers no longer need to create a new layout for each orientation, or a new document for each device.
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Views enable smaller document sizes, as fewer objects need to be on a document. One layout with two views can handle two different orientations with one set of objects.
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Performance is improved compared to creating different layouts for each orientation. This is because the objects in a layout are already loaded onto the device.
Create multiple views with the Manage Views Editor
The Manage Views Editor is used to create and manage views. Designers can adjust the resolution or orientation of one of the pre-loaded views, or customize their own.
With the Manage Views Editor you can:
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Create a new view
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Set resolution
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Determine available orientation
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Determine which view you will design in (Current View)
Design for numerous Android screen sizes: Fit Width and
Fit Page
Since Android devices have been made by a wide number of manufacturers, the screen sizes are not as standardized as iOS. To address these variations, the
Android system has been designed to handle the rendering on different screens with some automatic scaling.
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There are four general sizes for Android devices:
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xlarge: at least 960dp x 720dp
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large: at least 640dp x 480dp
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normal: at least 470dp x 320dp
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small: at least 426dp x 320dp
MicroStrategy Mobile also has built in features called Fit Width and Fit Page that make designing for a variety of Android screen sizes much simpler.
The Fit Width and Fit Page options enable documents designed for one specific screen size, for example an iPad, to be optimally scaled to other devices. By enabling Fit Width or Fit Page, MicroStrategy Mobile can dynamically size the same content to fit the screen of your Android device.
Fit Width resizes a document so that its width matches the width of the screen on your device. The aspect ratio of the document is retained during resizing. Fit Page resizes the document so that the entire layout is viewable at once. Since Fit Page also preserves the aspect ratio of the document, there may be additional space of the sides or bottom of the document.
Enable Fit Width or Fit Page
Below you will find the high level steps to enable these options:
1 In MicroStrategy Web, open a document in Design Mode.
2 On the Home toolbar, in the Zoom drop-down list, select Fit Page of Fit
Width.
3 In the Tools menu, select Document Properties.
4 Under Layout Properties, select Mobile.
5 Under Mobile, select Optimize layout for micro application.
Develop the concept for your app
The next phase of the design process focuses on developing the concept of how the app will look and function. In this phase you will accomplish the following:
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Determine process flows for the app
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Create a storyboard, which is the basic visual outline of the app
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Create a wire frame, a more detailed layout of the app
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Design the graphics and color scheme
As you move your focus to the conceptual phase of app development, one of the first things you will need to decide is how users will navigate through the app. In the discovery phase, you will have determined the type of data that will be included in the app. In the concepting phase, you will decide how users will see and access that data.
Navigation schemes
Once you have decided how users will navigate through the app, you must create a way for them to do so. Generally this is done by inserting buttons or images
(called controls) to move through the app sections. When creating the navigation controls, ensure they are intuitive, consistent, and improve the workflow of the app. Other design considerations for navigating an app include:
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Use navigational controls with restraint.
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Provide intuitive, well-labeled navigation controls such as buttons and arrows.
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Ensure that hyperlinked buttons, text, and images fit the size of the fingertip.
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Add space between controls to avoid tapping the wrong button.
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Keep the navigation trees shallow, no more than three to four levels.
Otherwise users may get lost in the app.
When using images to act as buttons to navigate between different pages of the app, ensure that the images are easy to interpret and that they clearly identify the task the users want to perform.
Navigation types
Apps should have a navigation scheme that is clear and intuitive. One of the overarching goals of design should be to reduce the cognitive burden associated with unnatural and illogical navigation schemes. For example, a Home icon is typically used to navigate to the home page, and a back button is typically represented by an arrow. Ensure navigation controls are located at consistent and obvious locations on every document.
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There are three primary types of navigation styles for mobile devices: flat pages, tab bar buttons, and tree structure. Many mobile devices integrate elements from more than one type.
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Flat pages: Documents organized in a flat page arrangement operate like pages in a presentation. Horizontal swiping is used to access pages. However,
Flat pages are not ideal for a large collection of pages with unique functions, as it is difficult to intuitively discern what comes next in the procession of layouts.
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Tab bar: Apps with a tab bar navigation scheme have a persistent set of buttons that are displayed on all pages of an app. Tapping a tab bar button sends users to a root page of the app. Tab bars are good for apps with several different main pages and allow quick access to pages from across the app. Tab bar navigation is common on iPhone apps. The tab bar usually sits at the bottom of a page due to the typical placement of a user’s thumb near the bottom of the screen and the desire to keep navigation elements inconspicuous.
Buttons on the tab bar can be added in three ways:
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Caption only (seen in the example above)
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Icon only
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Icon and caption
Enterprise Mobility
Including a caption along with the icon will help users to easily identify the correct page of the app to navigate to.
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Tree structure: Apps that are organized as a branching hierarchy of pages have a tree structure. A tree structure resembles the folder structure on computers, in which low-level folders and files are stored within higher-level folders. The tree structure can be used very effectively to guide a user through a flow of screens that correspond to successive steps in a business process. An app can be created with this structure by creating static documents for every level.
Once you have determined how users will navigate through the app, you can begin the storyboarding process.
Make a storyboard
A storyboard is an illustrated outline of the app. A storyboard is used for the following:
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Maps out the visualizations contained in the various sections in the app
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Indicates the data that will be displayed in the app
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Shows the navigation structure of the app
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The construction order should be planned out to minimize development time and issues with dependencies.
An example of a storyboard created on a white board is below:
Start by organizing the collected data into a hierarchy based on importance. The app should reduce the time necessary to access key metrics by placing data and documents in the order users need them. Do not envision each screen as an isolated document. With forethought, a fluid environment can be produced in which the business user finds information easily and intuitively. Create a workflow that feels natural for the end user. While arranging documents in the storyboard, use arrows and symbols that can be used to signify gestures, taps, or other interactions.
There is no one way to create a storyboard; they can be drafted on paper or written up in a word processor. Initial storyboards are often created during the research process on white boards so that multiple people can contribute regularly, and brainstorm together. There are a variety of design programs that allow users to quickly build flowcharts and mock-up screens.
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In the following storyboard example, the app consists of three pages. Users will navigate using a tab bar that links to the separate pages.
How might the storyboard differ if designers used another navigation method?
Storyboard with Tab Bar Navigation
In the following diagram, users rely on a tree structure to navigate to the various app pages from a central navigation point, or homepage. In this example, users must navigate back to the homepage to access another area of the app.
Storyboard with Tree Structure Navigation
What are the benefits or disadvantages of the various navigation methods? Is there one that fits your business needs the best?
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Create a wireframe
The wireframe builds on the storyboard by incorporating not just how the screen will look, but what it does at any given point. A wireframe is essentially the blueprint of the app. It focuses more on the function and structure of the app.
Generally more detailed than the storyboard, the wireframe will map out the skeletal structure of each page, or screen, that the user may encounter in the app.
The wireframe maps out the order and placement of the objects that are included in the app.
In the example below you will see a wireframe for a mobile app. Notice that each screen is displayed, and that the illustration even includes various orientations of the device.
After you have determined the flow of your app, and mapped out the structure through a storyboard and/or wireframe, it is time to determine how your app will actually look. Design considerations for your app are discussed in the following section.
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Workshop 1: Create a storyboard
For this workshop, consider the following scenario:
You have been asked to develop a mobile app for a large retail organization. The company would like for you to make a mobile app for their Store Managers. Below is the feedback you have gathered from some of the key stakeholders.
Project Manager:
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Wants to provide real-time sales analysis capabilities for store managers via a mobile device.
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Decrease the time managers spend at their desk, increase time on the sales floor.
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Ensure that app is easy to use so that Store Managers use it regularly.
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Design of the app should follow Corporate guidelines for fonts, colors, and images.
Business Analyst:
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The app needs to align with current business processes.
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The app must access relevant Key Performance Indicators:
Customer count
Daily sales
Operating costs
Sales per item
Coworker details
Operating costs
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Have clear documentation for users on how to use the app.
User (Store Manager):
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Want to monitor sales transactions in real-time.
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Know how many customers are in the store at a given time.
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Be able to forecast sales trends for specific products to make business decisions.
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Prefer tablets to phones because they are easier to use.
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Would like to view time-off request and coworker availability, possible be able to create and manipulate schedules.
You will use this feedback to create a storyboard for the app. Use the questions below to guide you in creating the storyboard.
1 What type of device will you design your app for? Will you make it available for more than one type of device?
2 What type of content will you add to the app?
3 How many pages would you include in your app and why?
4 Are there any style components (logo, colors, graphics, etc) that you would like to include on each page?
5 How will users navigate between the pages of the app?
6 Where should you place important data on each page of the app, are there areas of the screen that are more logical than others?
7 What other design considerations can you apply to the app?
8 Based off the feedback from your stakeholders, are there any follow-up questions that you may need to ask while you create the storyboard?
Graphic design considerations
Group related data
Grouping related data has a variety of benefits. It can help users to quickly identify related information, and also locate an area of the app that is most relevant to them. Data can be grouped in numerous ways, and these groupings should be taken into consideration during the design and planning phase. One way to group data, is to clearly separate chunks of data as seen in the image below. This
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Another way to group data is to only show information related to one type of data at a time. For example, in the image below, the data is grouped by Revenue,
Orders, and Conversion Rate.
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Using MicroStrategy objects such as filters, grouping, and panels, allow us to logically group data on a dashboard. We will learn more about these concepts in the upcoming chapters.
Understand how users interact with mobile devices
Screen hotspots
When designing a mobile app, it’s a good idea to understand how users interact with their mobile device. This will help you to make effective decisions when designing the navigation scheme and the layout of your visualizations. In the image below you will see the most commonly used areas of a mobile device.
Placing buttons and interactive visualizations in the dark green areas are places that easy and comfortable for users to reach, and areas that will be most intuitive for users to interact with.
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Orientation
Another important consideration in the design process is how users will hold the device. Generally a phone will be in portrait mode, but a tablet could comfortably be held in either landscape or portrait mode. When designing your app, think about what data will be displayed in which mode. Will the screen look and function the same in portrait vs. landscape?
Create, develop, and test your app
In the final stage of the design process you will:
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Develop the app
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Test the app with users
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Review the functionality and gather feedback
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Get the final approval to deploy the app
Create a prototype
When designing apps, it is important to build prototypes and deploy them to a mobile device for testing and evaluation purposes. For mobile apps, prototyping is essential due to two factors: the variation in devices and the interaction of the app.
Functionality and usability of apps is unique in that the screen and interaction cannot be replicated with complete certainty on a Web browser. For example,
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Enterprise Mobility Plan and Design a MicroStrategy Mobile App 1 some of the interactive mobile visualizations are only visible on a device. Thus, it is important to deploy prototypes to mobile devices during testing.
Another example for the importance of prototypes is the placement of an
Information Window. An information window is dynamic in that its location depends on where the user taps; however, it may open in an area where the user cannot interact with it. Deploying the app to a device is sometimes the only way to reveal such design issues.
Finalize the app
Once the app has been finalized and all the necessary feedback has been considered, the next step is to make the app available to users. Using the out of the box features of MicroStrategy, you can make your app available without the use of code or the app store. Various deployment options will be discussed in more detail in
Mobile app deployment, page 87
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The business scenario
The business scenario
For the remainder of this course we will focus on creating the Sales Performance app to fulfill the following business needs:
An organization is evaluating sales performance for different regions. It wants to see how sales are trending over the course of different time periods. The organization would also like to visually analyze the most profitable subcategories.
It would like to understand regional call center performance, and it would like to show customers by geographic location. The app should show different aspects of each topic. The app should be designed for a tablet.
The Sales Performance app will be oriented in landscape mode and cover three major topics: Category, Region, and Customers.
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The following illustrations represent the basic storyboard for the Sales
Performance app:
App components
A MicroStrategy Mobile app generally consists of multiple dashboard-style documents or VI dashboards that are linked together and then deployed to a mobile device. Therefore, the components of the app use the same objects and visualizations available when designing dashboards and documents. Since the app is viewed on a mobile device, there are some additional interactive graphics only available for mobile use, called widgets, that will be discussed later.
Document templates
Document templates can speed up the app creation process because they contain predefined zones to add objects. Templates can also include underlying datasets, text boxes, images, and layout properties. After a new document is created based on the document template, the document can be further customized as needed.
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Enterprise Mobility Create a Mobile App 2
MicroStrategy Web has a variety of pre-built document templates. When you create a new document, chose a template that works best for you.
To create the template, design one document with all of the template components (logo, colors, navigation buttons, etc). Save the template to a location such as the Shared Reports\Users\UserX folder, and give it a title that will help you to easily identify it, something similar to Corporate App Template for example. Each time you go to create another document for your app, you can open the template document and click Save As to create a new app document.
Visual Insight dashboards
Visual Insight (VI) dashboards are used to quickly and easily explore your business data. Primarily comprised of visualizations, dashboards make data analysis quick and simple. Creating a VI dashboard is easy, because you can drag and drop objects to instantly see the results of your changes. A VI dashboard can make a great addition to your mobile app. You can use a button to link to a VI dashboard to highlight key data for your users, with less design time than a standard interactive, dashboard-style, document. VI dashboards are created in Web.
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MicroStrategy links
After the documents for your app have been created, you will join them together by linking the documents. The links will be applied to your navigation buttons. A navigation button can only link to an existing MicroStrategy document or dashboard. As a result, linking the documents is generally done after you have created all of the pages of the app.
There are a variety of objects that can be used in a document to serve as a link to other data. When creating an app, it is likely, but not required, that you will apply a link to a button. You can access the links window for an object by either right-clicking and selecting Edit Links or, if using a button, select Configure
Actions for this Button.
From the links window you will have three options:
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Navigate to this URL
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Perform this (Mobile Only)
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Run this report or document
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Link type: Run this report or document
The most common linking method, this option allows you to link the object to run another (already created) MicroStrategy document, dashboard, or report. Use this method when linking documents together to form an app.
Link type: Navigate to this URL
Use this field to link to an existing webpage.
Link type: Perform this (Mobile Only)
These out of the box MicroStrategy links allow you to link to a MicroStrategy screen on the mobile device that is not related to the documents in the app.
Available options include:
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Go to Home screen (MicroStrategy home screen)
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Go to Settings screen
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Go to Status screen
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Go to Report list
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Go to Shared library
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Go to Help
When to use the Perform this link
By default when you open a MicroStrategy mobile app on your device, you will first see a default Home screen that allows you to select your project. On the
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When you configure the app to be deployed, which is discussed in
, you may decide to remove this home screen. In doing so, you will no longer be able to access the navigation pane in the image above. If you would still like to access any of these pages, such as the Shared Library or
Settings screen, from within your app, you can insert a button and link to one of these pages on the Perform this (mobile only) drop-down menu.
Build the Sales Performance app
We will build the Sales Performance app to meet the needs of the business scenario, and will create the app using MicroStrategy Web. To make navigation simple we will place buttons at the bottom of each document that will link to the other parts of the app. Based on the storyboard, we know that we will have app pages each focusing on Category, Region, and Customer, respectively. Therefore we need to make three buttons to link to each of these pages.
The Category and Regional Overview pages of the app will be created in
MicroStrategy Web using interactive documents. The Customer Overview page of the app will be created using a Visual Insight (VI) dashboard.
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Exercise 2.1: Create the app documents
In this exercise we will access our MicroStrategy Cloud environment and open
MicroStrategy Web. We will create 2 documents and one VI dashboard. We will add titles and navigation buttons to each document and dashboard to link them together. Remember, that in order to link a button to another document, that document must already be created. In future exercises we will add data and visualizations to these pages.
1 In the Welcome to MicroStrategy Cloud email, click Access MicroStrategy
Platform.
2 On the authentication page of MicroStrategy Cloud landing page, scroll down, and click Credentials.
The system displays the option to log in using Standard authentication.
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3 In the User name and Password boxes, type (or copy and paste) the login credentials provided by your instructor.
4 Click Login. The MicroStrategy Cloud landing page displays in the browser window of your local machine.
Open MicroStrategy Web
5 On the landing page, click MicroStrategy Web.
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You will arrive at the MicroStrategy Tutorial Home page.
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6 Click Go to MicroStrategy Web to open the Shared Reports folder of the
MicroStrategy Tutorial project.
Create document templates for each page of the app
1 In MicroStrategy Web, in the MicroStrategy Tutorial project, create a new document using the iPad Retina Landscape document template. Click Create, point to New Document, and select iPad Retina Landscape.
Insert navigation buttons
2 From the Insert menu click Button then Icon on top of caption.
3 Use the cross-hair to draw in the lower portion of the
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4 Copy/paste the button 2 times, so that there are a total of 3 buttons.
5 Click the Save icon in the toolbar, create a subfolder under the Shared
Reports\Users\UserX folder called Sales Performance App. Save the document as Category Overview in the new folder. Click OK, then click Run
newly saved document.
UserX refers to your User ID.
6 Switch to Design mode.
7 To add an image to the left button (Category Overview), right-click the button and select Properties and Formatting. Click Button and paste the following into Normal state source: http://www.portalguard.com/images/ icons/improving-sales-chart.png
8 Click OK.
9 Type: Category in the text field of the button. You may need to resize the button slightly to read the text.
10 Repeat the above steps to add the following images and text to the middle button (name this Region) and right button (name this Customer):
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Region (middle): http://megaicons.net/static/img/ icons_sizes/8/178/512/ maps-and-geolocation-globe-icon.png
•
Customer (Right): http://www.indsal.com/images/ customer.png
The navigation buttons should now match the image below:
11 Click Save. If you are prompted to overwrite the existing cope of Category
Overview click Yes.
Create a title
1 Insert a text box at the top of the screen, type: Category Overview. Format the text Font: Tahoma, Size: 24, Style: Bold, Alignment: Center.
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2 Click Save.
Create the Regional Overview document page
3 To create the Regional Overview document, change the title text to: Regional
Overview.
4 Click Document Home and save-as Regional Overview in Shared Reports\
Users\UserX\Sales Performance App
. Click Run newly saved document.
Create the Customer Overview dashboard
1 Return to the Shared Reports folder. To do so, on the top toolbar you will see
MicroStrategy Tutorial>Shared Reports>Users>UserX>Sales Performance
App>Regional Overview. Click Shared Reports.
2 From the Shared Reports folder in Tutorial, click Create then select New
Dashboard.
3 To add a title, click Insert and select Text.
4 Type: Customer Overview in the text box.
5 A Format tab will appear on the left pane. Make the following selections:
•
Font: Tahoma
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Style: Bold
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Size: 24
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Alignment: Center
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6 Hover the cursor over the bottom horizontal line of the text box. Click and drag down to slightly increase the size of the text box to match that of the other app pages.
Add navigation buttons
7 Click Insert and select Image. Repeat this step 2 more times so there are a total of 3 image containers on the page.
8 Enter each of these URLs into a different image container:
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http://www.portalguard.com/images/icons/ improving-sales-chart.png
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http://megaicons.net/static/img/icons_sizes/8/178/
512/maps-and-geolocation-globe-icon.png
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http://www.indsal.com/images/customer.png
9 Click OK in each container to see the images.
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10 To make these images look similar to the buttons, we need to move them to the bottom of the dashboard. Select the image with the bar graph, click and drag the image beneath Visualization 1.
11 Click the image with the globe and move it beside the image at the bottom of the dashboard. Click the globe image and drag it to the bottom of the window, until you see a blue line appear on the right edge of the graph image.
If you have difficulty moving the images, please consult the Instructor.
12 Repeat the previous step to move the customer image to the bottom of the dashboard.
13 Click Save and name the dashboard: Customer Overview. Save the dashboard in the Sales Performance App folder.
14 Click Run newly saved dashboard.
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Link the documents
Now that all of the app pages are created, we can link the buttons to each document or dashboard.
1 Right-click the first image, click Format.
2 On the Format tab, under Link, click Run this report or document.
3 Click the button adjacent to the text field, click the MicroStrategy Tutorial drop down menu and select My Personal Objects.
4 In the Shared Reports\Users\UserX\Sales Performance App folder, select
Category Overview.
5 Repeat the same steps for the 2nd image, but select the Regional Overview.
6 Repeat the same steps for the 3rd image, and select the Customer Overview dashboard. This step is not actually needed in this scenario because the third
image is linking to this open document. However, it is good practice to remember to link all buttons, and this step is reinforcing that concept.
7 Click Save and close the dashboard. Click the X on the toolbar to close the
dashboard.
Create document links on the other app pages
8 Navigate to the Shared Reports\Users\UserX folder and open the Category
Overview document from the Sales Performance App folder. Click Design
Mode.
9 Right-click the Category button and select Properties and Formatting.
10 In the left pane click Button, and click the Configure actions button under
Actions:
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11 Select Run this report or document click the button next to the text field and navigate to Shared Reports/Users/UserX/Sales Performance App/Category
Overview.
12 Click OK. Click OK again from the Links window.
13 Right-click the Region button in the Page Footer and select Properties and
Formatting.
14 In the left pane click Button, and click the Configure actions icon under
Actions.
15 Select Run this report or document click the button next to the text field and navigate to Shared Reports/Users/UserX/Sales Performance App/Regional
Overview.
16 Repeat the above steps and link the Customer button to the Customer
Overview: Shared Reports/Users/UserX/Sales Performance App/Customer
Overview.
17 Click Save.
18 In the title text box, change Category Overview to Regional Overview. Click
Save-as and save the document as: Regional Overview (replacing the current version).
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•
Now, each document should have active buttons and should have the appropriate title.
19 Click Run newly saved document. This will open the document in Editable mode, click each of the navigation buttons to ensure they are working properly.
Each app page, Category, Regional, and Customer Overviews had to be created before we could link a button or image to run that document or dashboard. This is why we created the Regional Overview page at the beginning of this exercise. To avoid linking all the buttons multiple times, however, we changed the title and did a save-as from the Category Overview page to maintain the document links.
Creating the documents: Adding objects
Placing data on a page: Datasets
The primary use of the app will consist of the display and handling of the data.
The datasets used by the app are the same as other datasets in MicroStrategy in terms of functionality, however, users must remember that there are different considerations involved when choosing datasets for mobile environments:
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Memory limitations
Mobile devices do not have the same memory as computers and cannot handle the very large datasets that a computer can handle.
•
Processing power
Animations and interactive visualizations require more processing power than text but also provide for a better experience. Mobile devices are more constrained when performing some functions, such as filtering. Mobile devices may be slower than computer counterparts.
Filtering is a way to limit the amount of data on the document.
•
Network bandwidth
For mobile, network bandwidth may be an issue where the device may be located. While newer mobile networks allow for greater bandwidth, bear in mind that the device may be slow in receiving large sets of data.
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Importing datasets
Just like with any MicroStrategy document, the datasets for the app can be imported from a variety of sources. When you add data, you can select a
MicroStrategy dataset from your project folders, or choose to add external data.
Below you will see an example of the external data sources you can choose from.
Simple data displays: Grid/Graph visualizations
Grids
The simplest way to display data in a mobile app is through a grid. A grid requires at least one dataset object (attribute or metric). Adding more objects will expand the grid. Click and drag dataset objects into the grid to add more columns and rows. Click and drag the name of the dataset onto the document, to add all of the objects for that dataset to the grid.
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You can manipulate and analyze the data in your grid by drilling, adding or removing attributes, sorting, and showing subtotals. Easily sort a column in a grid by clicking the column heading. You can sort in ascending or descending order.
Graphs
MicroStrategy Web has a variety of graph visualizations to choose from, as seen in the image below.
You can insert a graph directly onto a document and then add the appropriate dataset objects, or you can convert a grid into a graph. Graphs are a great way to easily identify trends in your data, and to analyze data at a glance.
Using visualizations, you can:
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Organize and display data based on a specific attribute.
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Color graph items by an attribute or metric.
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Size visualization items based on the value of a metric.
X axis and Y axis: Categories and series
Visualizations and graphs consist of categories (the X axis) and series (the Y axis).
See the table below for a definition of categories and series, and how to set the number of categories and series displayed at one time.
Term
Categories
Series
How it Appears
• Data along the X-axis of the graph
• Correspond to the rows of a grid report
• Usually represent attributes
• Data along the Y-axis
• Correspond to columns of a grid report
• Displayed in the legend of the graph
• Usually represent metrics
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Common visualizations: Bar graphs
The bar graph is one of the simplest and widely used visualization. A bar graph allows you to compare multiple elements. A bar graph requires at least one metric and one attribute. You can choose to display a horizontal or vertical bar graph.
Switch from grids to graphs
It is easy to toggle between a grid report and a graph visualization.
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The high-level steps to turn a grid into a graph:
1 Right-click the grid, click View Mode.
Enterprise Mobility
2 Select Graph View.
3 On the Graph toolbar, click the drop-down menu to select the graph of your choice.
Grid and graph view
In addition to displaying a grid or a graph separately, you can also display a dataset in grid/graph view. This allows you to see the visualization of the data, the
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Interactive display of data: Widgets
Widgets are an interactive graphical display of the results of a dataset.
Widgets allow users to visualize data in a different way than traditional reports displayed as grids and graphs. Widgets are interactive and enable users to understand their data more effectively. MicroStrategy provides a number of native widgets for the iPhone, iPad, and Android. Users can generally only view these mobile widgets when they view the report or document on the mobile device. Reports, datasets, grids and graphs, an all be converted to widgets in a document.
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Available mobile widgets are seen in the image below:
Create a Mobile App 2
One thing to keep in mind when adding mobile widgets to your app, is that not every widget is visible on your computer. Find the compatible devices for each mobile widget in the Widget Selection screen of the Properties and Formatting window. In the example below, the Video Player widget is only displayed on the iPhone and iPad.
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Notice that in the Will render as column, that Grid or Graph is listed for all other displays. This means that if you were to add the Video Player widget to an app and try and view it on your Android tablet, you will only see a grid or graph display rather than the video player.
DHTML indicates those widgets that are visible in Presentation Mode in Web.
While not all selections are available, you can attempt to select, or deselect, any options in the Display widget in column. When you are planning and designing your app, this is important information to keep in mind. You want to be sure to select mobile widgets that are available for any platform you design the app for.
Microcharts
The Microcharts widget enables users to visualize trends in metric values at a quick glance. Users can depict metric trends with bar and sparkline microcharts or use bullet microcharts to compare a metric’s actual value to its targets.
Microcharts convey information so that a user can determine the trend of a metric over time or how a metric is performing compared to its forecasted figures.
Microcharts can display attribute and metric data in a small graph that would otherwise be displayed as a single value in a grid report cell.
The Microcharts widget can be used in one of two modes: Grid mode and KPI List mode. In the Grid mode default setting, all attributes except the last one from the left are grouped and displayed as rows on the widget. In KPI (key performance indicators) List mode, KPIs such as Profit and Revenue are displayed in a list. Each
KPI is represented by its own row of microcharts.
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There are three available microchart plots: bar charts, sparklines, and bullet charts. In this app, we will use the sparkline. Sparkline microcharts plot a metric with respect to time using a line graph. The metric’s current and historical data visualize the shape of the trend. Sparkline microcharts consist of the following:
•
A line graph that depicts the metric’s value over time.
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A horizontal reference line which provides the comparisons between the actual and reference values.
A Microchart is a great way to visualize sales data for this business scenario.
Updating data with a click: Selectors
Selectors provide a way to interact with data in a dashboard-style document, allowing each user to change how they see the data. A selector targets a particular object on the document such as a panel, report, or grid/graph. When the user clicks the selector, the targeted data or object will change (not the data source, but the data display).
When you add a selector you must define the selector. Available selector types are determined by your dataset objects. Available selector types may include:
•
Attribute elements
The elements of the selected attribute will appear in the selector. For example, if you select the attribute elements of Region, your selector options may be
Northeast, Mid-Atlantic, Southwest, etc.
•
Attributes
Selected attributes will appear in the list.
•
Metrics
Metrics available in the targeted objects will appear in the list. For example,
Revenue, Profit, and Cost could be available for selecting.
•
Panels
The selector list will display the available panels on the document.
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An attribute element selector is highlighted in the following image.
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An example of a panel selector is seen in the image below.
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Once you have defined the type of selector, the next step is to chose the target.
You can determine the selector type and target from the Properties and
Formatting window of the selector.
Available targets are listed in the Available column. To target an object, move it to the Selected column. Notice that the various Action Types and Sources are available in the Selector section.
Once you have created a selector and targeted the proper visualization, that selector will filter the data in the visualization. Be sure to verify that the selector type matches the data in the targeted visualization.
Dynamically filtering data: View filters
One of the tasks for this page of the Sales Performance app is to view the top performing subcategories. A simple way to do this is to create a view filter. A view filter dynamically limits the data being displayed and can be applied to the entire document or to an individual grid or graph. For this exercise, we will create the view filter for a specific graph to show the top 5 subcategories.
A view filter is created by restricting the amount of data (attributes and metrics) displayed on a grid/graph. View filters can also be used for:
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Custom sorting
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Visually multiple data analyses using a single dataset
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Formatting individual rows
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Attributes and metrics have different available filter options. If you choose an attribute, you can select if you want the filtering conditions to apply to In List, Not in List, or to qualify data based on the ID. If you choose to apply the filter from a metric, select the condition and the corresponding value or metric, as appropriate.
Attribute View Filter
Metric View Filter
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Dynamic text
Dynamic text fields are automatically populated by the document or dataset.
While you can create dynamic text manually, you can also drag dataset objects directly onto the document. The dynamic text will be accompanied by static text fields to label the data.
Exercise 2.2: Create the Category Overview page
Category Overview Mock-up
In this exercise we will add a pie graph and a horizontal bar graph to the Category
Overview page of the app. We will add a view filter to the bar graph to filter the top performing subcategories, and add titles to all the visualizations. Then, we will insert a Microcharts widget and dynamic text boxes to give an overview of the category data.
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Add a dataset
1 Click the Add Dataset icon
. Navigate to Shared Reports/MicroStrategy
Platform Capabilities/MicroStrategy Report Services/Datasets/Category Sales and Profitability Dashboard. Select Executive Business User Data, and click
OK.
2 Click Save then click Return to Design Mode.
Add a pie graph with Category and Revenue
1 From the Insert menu, point to Graph, and select Pie.
2 Click and drag the cross-hair icon in the layout area to position and size the graph.
3 In the Dataset Objects panel, drag Category to the Series graph zone.
4 In the Dataset Objects panel, drag Revenue to the Metrics graph zone.
5 Click the X in the top corner of the graph window to continue with the following steps. This will make it easier to add the title and selectors.
Exit the Graph Window
Add a title to the pie graph
6 Insert a text box above the graph with the title: Category Sales.
7 Format the text: Font: Tahoma, Size: 14, style: Bold, Alignment: Center.
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Add a Quarter selector that targets the pie graph
8 From the Insert menu, point to Selector, and choose Link Bar.
9 Click and drag the cross-hair below the pie graph to position and size the selector.
10 Right-click the selector and choose Properties and Formatting.
11 In the Properties and Formatting window, in the left pane, under General, deselect Show Title Bar.
12 In the left pane, under Properties, click Selector.
13 In the Source box, select Quarter.
14 Select the click here link displayed below the Available list, and click OK to manually select targets.
15 Ensure that the pie chart is displayed in the Selected list. It will be displayed as
GridGraph (with a number added at the end of the name). It should be the only object listed.
16 Click OK.
17 Click Save.
18 Switch to Editable Mode.
19 Right-click the graph and select Format.
20 In the left-pane of the Format: Graph window, select Format, and change All
Text to Legend Area.
21 Set the Fill color to white. Click OK.
22 Click Save and return to Design Mode.
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Add a view filter to a graph
One of the tasks for this page of the Sales Performance app is to view the top performing subcategories. A simple way to do this is to create a view filter. A view filter dynamically limits the data being displayed and can be applied to the entire document or to an individual grid or graph. For this exercise, we will create the view filter for a specific graph to show the top 5 subcategories.
Create the horizontal bar graph
1 From the Insert menu, select Grid.
2 Click and drag the cross-hair icon in the Layout area to position and size the grid below the pie graph.
3 Add Subcategory to the rows area and Profit to the metrics area in the grid.
Apply the view filter
4 Right-click the grid and select Edit View Filter.
5 Click Add Condition.
6 In the Based On list, select Profit.
7 In the Condition list, click Highest.
8 In the Value box, type: 5.
9 Click
10 Click Save.
.
11 Right-click the grid, point to View Mode, and select Graph View to switch the grid to a graph.
12 Click Graph in the menu bar to display the Graph toolbar.
13 In the Graph toolbar, select Horizontal Bar from the graph type drop-down list.
Add a title
14 Insert a text box and type: Top 5 Subcategories.
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15 Format the text; Font: Tahoma, Size: 14pt, Style: Bold, Alignment: Center.
**Hint** You can also copy/paste the title from the pie graph to prevent having to reformat the text, and then replace the title text.
16 View in Editable Mode. Reposition text and graph if needed.
17 Right-click bar graph, select Format, and change the fill color of the legend area to white.
Now that we have added the graphs, selector, and view filter, we will add the dynamic text and Microcharts widget.
Insert text fields
1 From the Dataset Objects panel click and drag the Profit Forecast and
Revenue Forecast metrics onto the layout and place in the upper right area under the title. These are the dynamic text.
2 Insert a text box and type: Profit Forecast:, insert another text box and type
Revenue Forecast:. These are static text.
3 Select both static text boxes using the Ctrl key and in the Format menu change the text to Bold.
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4 Select both dynamic text boxes using the Ctrl key and in the Format menu change the alignment to Left and the text color to green.
5 Position the dynamic text boxes just to the right of the label (see image below). It is OK for the text boxes to overlap.
Add a Microchart widget
Add a grid
1 From the Insert menu, select Widget, then Mobile, then Microchart.
2 Click and drag the cross-hair icon in the Layout area to position and size the grid under the text boxes.
3 Add Subcategory and Quarter to the rows area, and Profit to the metrics area of the grid.
Make the Microchart visible in presentation mode
Microcharts are one of the few mobile widgets that are visible in
MicroStrategy Web.
4 Right-click the grid and select Properties and Formatting.
5 Under Properties on the left, select Widget.
6 Select DHTML from the Display widget in column.
7 Click OK.
8 Click Save.
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9 View the document in Presentation Mode to see the Microchart and compare to the image below.
10 On the top-right, click the icon as shown below and select Edit to return to
Design Mode.
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We have now completed the Category Overview page of the Sales Performance app and have successfully displayed the data showing trends over time and top performing subcategories. Next we will move onto creating the Regional and
Customer Overview pages of the app.
Adding interactive elements to the app
In addition to the Microcharts widget discussed earlier, there are a variety of other widgets available for mobile. In this section we will discuss the Heat Map and Map widgets.
Heat Map widget
The Heat Map widget displays attribute elements in rectangles using sizes and colors that represent metric values. Attribute elements can be organized by a second attribute. When used with a mobile device, the Heat Map widget is only available for the iPad and the Android tablet, because the small size of a phone screen limits the usefulness of a heat map.
In the example below, subcategories are displayed in the rectangles. A second attribute element, categories, has also been added, seen in the gray labels. The size of the rectangles is determined by the Profit metric and the color is determines by the Revenue metric. At first sight, it is easy to determine the most profitable subcategories.
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Heat Map widgets make it easy to analyze and compare related values when they are part of a larger whole. In one glance, users can differentiate between attribute elements using the highest and lowest metric values for two different metrics.
Due to the clarity of the display, users need only to distinguish between rectangle size and color. In the legend, the minimum and maximum values correspond to the smallest and largest rectangles. A color gradient correlates rectangle color to a second metric value.
Map widgets
The Map widget requires at least one attribute, and that attribute must contain geolocation data. This may be in the form of Latitude and Longitude. The Map widget is only visible on mobile devices and cannot be viewed in Presentation
Mode.
There are numerous ways to display data using the Map widget. With the Map widget, users can:
•
Mark points of interest on the map using different out-of-the-box markers.
•
Replace points on the map with text of metric values.
•
Configure the points to display as thresholds and provide more information about the marked location.
•
Configure points to display as dynamic bubbles whose size and hue correspond to a metric value.
•
Configure arcs to display between related points on the map.
•
Display areas of higher or lower density.
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The Map widget can use geolocation prompts to narrow the map area that displays. For example, the widget can show locations that are within a given distance from the user’s current location.
Map properties: Marker style/mode
There are three marker styles available:
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Image markers
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Bubble markers
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Density maps
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Troubleshooting tip: If you see an error message when creating you map, ensure that the attributes/attribute elements are properly defined in the Select Location section of this window.
ESRI Maps
In addition to the Maps widget, there is also an ESRI Maps widget. The two widgets share many common similarities, such as the attribute element with geolocation data, but there are a few differences:
•
While ESRI maps have the option for image markers, the Map widget has more options to select from to customize what image is visible on the map.
•
ESRI maps are visible in DHTML, which means they are visible in Presentation
Mode.
•
ESRI maps can be displayed as an area map.
Area maps
You can use an area map to color areas of a map based on geographic data such as state, county, or country. The geolocation data that is available in your dataset, must match one of the MicroStrategy shape files. The available base maps include:
•
US States
•
State abbreviations
•
Zip code
•
Countries of the world
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•
World Admin divisions
•
US Counties
Enterprise Mobility
Grouping objects on a document: Panel stacks
A panel is a holder for related controls, or objects, on the document. Grouping related objects allows the designer to organize related information for the user within a single document. In this example, there are four panels: Overall Growth,
Growth by App, Engagement, and Messaging.
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The designer can create multiple panels, known as a panel stack, to create several views of the data each with a logical grouping. Using panels allows for many independent layers of data to be contained within the document. In the upcoming example, we will use a panel stack to show two different Heat Maps related to regional call centers.
What do we have to add to the document anytime we add a panel stack?
Exercise 2.3: Create the Regional and Customer
Overview pages
In this exercise we will add a panel stack, a panel stack selector, and two heat maps to the Regional Overview document to illustrate data related to the call centers at a regional level. Then we will add a map to the Customer Overview page to show the locations of US customers.
Regional Overview Mock-up
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Create the Regional Overview page
Add a dataset
1 Open the Regional Overview document from the Sales Performance App folder under Shared Reports\Users\UserX.
2 Switch to Design mode.
3 Click Add Dataset and navigate to Shared Reports/Subject Areas/Sales and
Profitability Analysis. Add the Call Center Performance and Revenue, Costs,
and Units Sold by Call Center datasets.
Insert a panel stack.
4 From the Insert menu click Add Panel Stack. Use the cross-hair to add a panel stack that takes up the majority of space on the layout between the title and the page footer.
5 On the panel stack toolbar click Rename panel. Name the panel: Cost and
Revenue.
6 Right-click the panel and select Properties and Formatting. Under General, name the panel stack: Heat Map Panel. Click OK.
It is always good practice to name each panel and the panel stack itself. This will make selecting these panels as targets much easier.
7 Select the panel and use the Format menu to change the fill color to white.
8 On the panel toolbar click Add Panel.
9 Rename the panel: Growth and Profit Margin, using the Rename panel button on the panel toolbar.
10 Select the panel and use the Format menu to change the fill color to white.
11 Click Save.
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Create the panel selector
Add a panel selector to navigate between the different panels. We named the panels in the last step so that we can see the panel names in the selector menu.
12 Right-click the panel and select Create Panel Selector. The panel selector will appear in the top left corner of the panel.
13 Right-click the panel selector and open Properties and Formatting.
14 Under General, make sure Show Title Bar is cleared.
15 In the left pane click Selector and ensure that the Panel Stack listed in the
Targets section is the Heat Map Panel.
16 Click OK.
17 Click the panel selector and extend the length to the right slightly to accommodate for the length of the panel names.
18 Click Save.
Insert a heat map widget
19 Remaining on the Growth and Profit Margin panel, click Insert, then Widgets, then Mobile, then Heat Map. Click the cross-hair inside the panel and the grid for the heat map will appear.
20 From the Call Center Performance dataset, drag Region and Call Center in the rows, and Growth and Profit Margin into the columns.
21 Resize the grid to take up the majority of the space in the panel. Be sure that no part of the grid extends outside the panel area.
22 On the panel toolbar click Display Previous Panel to go back to the Cost and
Revenue panel.
23 Click Insert, then Widgets, then Mobile, then Heat Map. Click the cross-hair inside the panel and the grid for the heat map will appear.
24 From the Revenue, Costs, and Units Sold by Call Center dataset add Region and Call Center to the rows of the grid and add Cost and Revenue to the columns.
25 Resize the grid to take up the majority of the space in the panel.
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26 Right-click the panel and select Properties and Formatting. Clear Show Title
Bar.
27 Click Presentation Mode to view. Click the drop-down menu above the Heat
Map to move between the panels.
28 Return to Design Mode and click Save.
We have now created the Regional Overview page of the mobile app. Next we will create the Customer Overview and add a map widget.
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Create the Customer Overview page
Create a Mobile App 2
Add a dataset
1 Open the Customer Overview dashboard from Shared Reports/Users/UserX/
Sales Performance App folder.
2 On the Dataset Objects panel, click Add External Data.
3 Select File from Disk to upload an Excel file.
4 In the Upload your files window click Choose Files.
5 Locate and add the Company Sales.xslx file (provided by the Instructor), click
Open.
6 Click Finish.
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The dataset will now be imported into the document and should match the image below:
Add the Map widget
7 Select Visualization 1 on the dashboard.
8 In the Visualization Gallery select Map.
9 Click the Editor tab.
From the Editor tab, we can add the dataset objects to the visualization. As dataset objects are added to the various boxes in the Editor panel, those objects will instantly appear on the visualization.
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10 Click and drag Customer Latitude to the Latitude box on the Editor panel.
Drag Customer Longitude to the Longitude box.
The map should match the image below:
11 Click + in the map to zoom in. Each marker represents the location of a particular customer.
12 Add the Revenue metric to the Color By box. Darker colors represent higher revenue values, and lighter colors represent lower revenue values from each customer.
13 Double click the Visualization 1 text above the map, and rename it: Customer
Revenue.
14 Click Save.
We have now completed the Sales Performance app. The app consists of 3 pages, the Category, Regional, and Customer Overviews. If you remember from our first exercise, the navigation buttons on each page link the pages together. In the following exercises we will deploy this app to our mobile device and analyze how the objects and visualizations interact. But first, we are going to learn about some of the ways to expand the capabilities of a MicroStrategy Mobile app.
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APABILITIES
Beyond the built-in capabilities of MicroStrategy Mobile, you can extend functionality through Transaction Services and the Mobile Software
Development Kit (SDK).
•
Transaction Services allows the app to write-back to the data systems.
•
Mobile SDK allows designers to add a high degree of customization to the app using code.
Transaction Services
Transaction Services is an add-on service to the MicroStrategy platform.
Transaction Services enables you to write back to your data warehouse. Apps created with Transaction Services have write-back and actionable capabilities that let users capture data, accelerate orders, record data, submit purchases, and take actions.
MicroStrategy Transaction Services let the app embed write-back functionality into documents for the purposes of decision-making or initiating a transaction.
MicroStrategy Mobile connects to existing systems including Salesforce, SAP, and
Oracle. Mobile can read and write to any ERP system using XQuery.
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You can add Transaction Services widgets such as Photo Viewers and Surveys to documents and deploy them to your mobile device. This allows you to make business decisions at your fingertips. Transaction Services can also be used to create time off requests and what-if analyses.
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In order to create transactional documents you must have access to Transaction
Services. You will create the reports used for transactions in MicroStrategy
Developer, and then use those reports to add and connect objects to a
MicroStrategy document. The document(s) can then be deployed to your mobile device to create an app.
Mobile SDK
Business case
MicroStrategy Mobile allows for extensive customizations without the use of the
Mobile SDK, which should be used when the required functionality is beyond the capability of Mobile out of the box. Some reasons for using the SDK include:
•
Rebranding and extending Mobile
•
Embedding mobile into an existing application
•
Building a custom widget
Some SDK customizations can be done without using code. Some examples of code free customizations include rebranding and using the Mobile URL API. The
SDK can use document linking with the Mobile URL API to enhance the functionality.
Common customization scenarios
•
Rebranding
Many organizations that design apps would like to display their brand more prominently. Without using the SDK, the app is identified as a MicroStrategy app.
•
Customizing a widget
While the current widget library is extensive, some organizations may need to customize or change a widget. For example, a custom widget can contain an information window that launches video, voice, or chat through external apps.
•
Customizing properties and preferences
•
Customizing authentication
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Authentication is necessary to protect corporate networks. Mobile devices have some standard authentication; however, some corporations employ specialized or more stringent authentication with particular systems. For example, a corporation using SalesForce may want apps that directly access data. That may require more advanced authentication that is standard for iOS,
Android, or MicroStrategy.
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DMINISTRATION AND
A
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EPLOYMENT
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The Mobile client
A MicroStrategy Mobile app is the client interface that enables access to, and interaction with, data from a mobile device. MicroStrategy provides the following client types:
•
MicroStrategy Mobile for iOS
•
MicroStrategy Mobile for Android
The MicroStrategy Mobile app is effectively the viewer for MicroStrategy data. The analytical data consumed by these apps consists of MicroStrategy reports and documents.
There are three ways for a user to deploy an app:
•
App Store (Apple App Store or Google Play)
•
Enterprise deployment through an EMM system
•
Customized SDK app through enterprise deployment
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Mobile architecture
With MicroStrategy Mobile, the Mobile server passes data requests to the
MicroStrategy Intelligence Server to retrieve BI data. Once the information is received from the Intelligence Server, the Mobile Server renders the reports and visualizations before passing it along to the Mobile app.
MicroStrategy Mobile exists in a four-tier business intelligence architecture.
Mobile configuration
By default, MicroStrategy Mobile apps connect to demo servers hosted by
MicroStrategy. To use the app to connect to other Mobile servers, the app configuration must be modified. The mobile configuration controls the settings, servers, projects and other administration details for the mobile app. It is important to adjust the configurations before you deploy the app to ensure that the correct settings are in place.
Using the Mobile Administrators page, designers can create and distribute configuration links. Users can click the links to configure their devices according to settings determined by the Mobile Administrator. The Mobile Administrator can distribute configuration links by emailing them or posting them to a secure internal website.
MicroStrategy Mobile configuration settings can be modified by:
•
Manual configuration on the mobile device
•
Configuration using the Mobile Administrator page
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Mobile Server Configurations
The Mobile Configuration page contains the following tabs:
•
The Settings tab contains Mobile app behavior options, governing limits, and security settings. For example, you can configure how much memory the app can consume, the network timeout for trying to connect to the project, and access to the Settings screen in the app, among other options.
•
The Connectivity Settings tab enables authentication information to be set for Mobile servers and projects.
•
The Home Screen tab provides choices for what users see upon opening
MicroStrategy Mobile for iPhone, iPad, or Android.
For configuration using the Mobile Administrator page, the Mobile administrator creates configurations which are stored on the Mobile server. Users do not have to manually enter connectivity settings, and the administrator has the option to update user’s device configurations on the fly.
Mobile app deployment
In the beginning of this course we downloaded the MicroStrategy Mobile app to our devices. The following mobile deployment steps assume that the user already has the MicroStrategy Mobile app on their device. As a reminder, the
MicroStrategy Mobile app can be downloaded from the Apple App Store or
Google Play.
Exercise 5.1: Deploy the Sales Performance app
In this exercise we will deploy the Sales Performance app that we have created to our mobile devices.
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Deploy the app
Access your MicroStrategy Cloud environment
1 On the MicroStrategy Cloud landing page, under MicroStrategy Mobile
Administration, click Configure Admin .
2 If prompted, in the Windows Security window, in the User name and
Password boxes, type (or copy and paste) the login credentials listed in the
Welcome to MicroStrategy Cloud email.
The MicroStrategy Mobile Administrator page displays.
Create the configuration link
3 On the MicroStrategy Mobile Administrator page, click Mobile
Configuration, on the left.
4 On the Mobile Configuration page, locate the configuration name corresponding to your device and select the first icon to Modify the configuration link.
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5 Click the Connectivity Settings tab.
6 Under Default Project Authentication, below your project name, deselect the
Use default authentication check box. In the Authentication mode drop-down list, select Standard, and in Login id and Password boxes, type the user id and password provided by your instructor.
7 In the Configuration name box on the top, type UserX My Mobile
Configuration where UserX is the User ID provided by your instructor.
8 At the bottom of the page, click Save.
9 Click the Generate URL
link. Search for the correct configuration by locating your device in the Device column.
10 On the Generate Configuration URL window, the Server Name field should be automatically populated.
If this name is not automatically filled in:
•
Type the IP address or a domain name of the machine listed in the URL of the MicroStrategy Cloud landing page. Example: env-23638.customer.cloud.microstrategy.com.
•
Select the Include port check box, and in the box type 443.
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•
In the Request type drop-down list, select HTTPS.
•
In the Authentication Mode drop-down list, select Anonymous.
When the Mobile user taps the URL on the mobile device, the user may be prompted to provide a user name and password to log in to MicroStrategy
Mobile Server using this authentication mode. For this class, this is the user ID and password provided by your instructor.
11 Click Generate URL.
The URL is displayed in the box below the Generate URL button.
Due to a requirement of the Android operating system, a short URL must be created when sending the configuration URL to users. To generate a short URL for Android, select Use short URL.
12 Copy and paste the URL into an email and send it to an email account accessible from your mobile device.
Open the Sales Performance app
13 Open the email with the generated URL on your mobile device, then click the link or paste the URL in the browser of your device to configure the
MicroStrategy app.
If the link is not active, copy and paste it into the web browser on your device.
Your environment should open in the installed MicroStrategy Mobile app.
14 In the MicroStrategy Mobile app, depending on your device, you can navigate to the Shared Reports folder in a variety of ways:
•
Tap Browse Tutorial on the home screen
•
Click the folder icon on the home screen
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The Shared Reports folder contents will be visible
.
15 Under the Users\UserX folder, tap Sales Performance App.
a Open any one of the documents to view the app. b Navigate between the documents using the buttons.
c Interact with the visualizations on each page.
You will notice that the markers on the map appear differently on your mobile device.
Additional Mobile features
Annotate and share an app
You can use your mobile device to take screenshots of the app and add comments or drawings. You can then share the annotated screenshot by either emailing or printing it.
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To add an annotation, locate the annotation menu at the top of your screen and select Annotate and Share from the menu.
Use your finger to draw or write the annotation. You can also choose the annotation color. You can also leave a comment in the yellow box that appears.
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Notice that a blue outline appears around your screen. This indicates that you are still in annotation mode. From that menu, tap Share to email the screen, send to your mobile device’s photos, or print.
Enterprise deployment
Enterprise deployment is an alternative method for distributing MicroStrategy
Mobile apps. Enterprise deployment prevents the need to generate individual configuration links for users.
Enterprise deployment enables:
•
Internal distribution of apps without requiring users to connect to the App
Store or Google Play.
•
Multiple apps deployed to a single device.
Enterprise deployment with iOS
You can use the following methods of enterprise deployment for iOS devices:
•
Sync user’s mobile devices with iTunes
Place the compiled app and the provisioning file on a shared network location. Instruct users to copy these two files to the App section of their iTunes library. Users then have to sync their mobile devices with iTunes to port the app.
•
Provide a link on a secure Web server to distribute the app wirelessly.
For more information about Enterprise Deployment and how to distribute iOS apps internally, visit https://developer.apple.com/programs/ios/ enterprise/.
Enterprise deployment with Android
With enterprise deployment for Android, users access the app in the form of a .apk file. The app installs on users’ Android devices when they download the file. Some options include:
•
Sending the app as an attachment.
•
Storing the app on a server and providing a link to users.
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For more information about deployment for Android, see http:// developer.android.com/tools/.
Enterprise Mobility
Security
User security
As with MicroStrategy Enterprise, Mobile user security controls the access of users to the MicroStrategy environment and the data. The first step of security is determining who should have access to Mobile. Organizations that deploy mobile devices must deal with complex security, especially when employees are using their own devices in the workplace.
Managing mobile devices may mean the use of third-party MDM (mobile device management) solutions. This software helps administer two key aspects: provisioning (granting access) and de-provisioning (revoking access).
Organizations wishing to deploy mobile should have clear procedures and policies in place in terms of user security.
Data security
In addition to access being granted to MicroStrategy Mobile, another aspect of security administration is granting access to specific objects like apps or documents. Access to functionality, metadata objects, and underlying data can be secured in Mobile in the same manner as MicroStrategy reports and documents.
These are controlled at the server level with the use of privileges, permissions, and security filters.
Users can be restricted from certain MicroStrategy objects using privileges and permissions. They can also be restricted from certain data using MicroStrategy security filters. For example, the Sales Performance app may be limited to only
Regional Managers and above. For more information about security, see the
System Administration Guide.
It is also important to consider that mobile data may be more vulnerable, as it can be pre-cached. Sensitive information may be stolen if a device is stolen. There should be procedures on securing the data. For example, if a device is stolen, the app and all data can be deleted by the MDM software should it try to connect with the MDM server. Also, while the ability to access company data on a mobile device may be convenient, ensuring the security of sensitive data like personnel information may be so important as to exclude it from being deployed to mobile.
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Copyright Information
All Contents Copyright © 2017 MicroStrategy Incorporated. All Rights Reserved.
Trademark Information
MicroStrategy, MicroStrategy 10, MicroStrategy 10 Secure Enterprise, MicroStrategy 9,
MicroStrategy 9s, MicroStrategy Analytics, MicroStrategy Analytics Platform, MicroStrategy
Desktop, MicroStrategy Operations Manager, MicroStrategy Analytics Enterprise,
MicroStrategy Evaluation Edition, MicroStrategy Secure Enterprise, MicroStrategy Web,
MicroStrategy Mobile, MicroStrategy Server, MicroStrategy Parallel Relational In-Memory
Engine (MicroStrategy PRIME), MicroStrategy MultiSource, MicroStrategy OLAP Services,
MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal, MicroStrategy
Distribution Services, MicroStrategy Report Services, MicroStrategy Transaction Services,
MicroStrategy Visual Insight, MicroStrategy Web Reporter, MicroStrategy Web Analyst,
MicroStrategy Office, MicroStrategy Data Mining Services, MicroStrategy Narrowcast Server,
MicroStrategy Health Center, MicroStrategy Analyst, MicroStrategy Developer, MicroStrategy
Web Professional, MicroStrategy Architect, MicroStrategy SDK, MicroStrategy Command
Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy
Integrity Manager, MicroStrategy System Manager, MicroStrategy Analytics App,
MicroStrategy Mobile App, MicroStrategy Tech Support App, MicroStrategy Mobile App
Platform, MicroStrategy Cloud, MicroStrategy R Integration, Dossier, Usher, MicroStrategy
Usher, Usher Badge, Usher Security, Usher Security Server, Usher Mobile, Usher Analytics, Usher
Network Manager, Usher Professional, MicroStrategy Services, MicroStrategy Professional
Services, MicroStrategy Consulting, MicroStrategy Customer Services, MicroStrategy
Education, MicroStrategy University, MicroStrategy Managed Services, BI QuickStrike, Mobile
QuickStrike, Transaction Services QuickStrike Perennial Education Pass, MicroStrategy Web
Based Training (WBT), MicroStrategy World, Best in Business Intelligence, Pixel Perfect, Global
Delivery Center, Direct Connect, Enterprise Grade Security For Every Business, Build Your Own
Business Apps, Code-Free, Welcome to Ideal, The World’s Most Comprehensive Analytics
Platform, The World’s Most Comprehensive Analytics Platform. Period.
All other company and product names may be trademarks of the respective companies with which they are associated. Specifications are 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,
Enterprise Mobility
7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,474, 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, 7,945,584, 7,970,782,
8,005,870, 8,035,382, 8,051,168, 8,051,369, 8,094,788, 8,130,918, 8,296,287, 8,321,411,
8,452,755, 8,521,733, 8,522,192, 8,577,902, 8,606,813, 8,607,138, 8,645,313, 8,761,659,
8,775,807, 8,782,083, 8,812,490, 8,832,588, 8,943,044, 8,943,187. 8,958,537, 8,966,597,
8,983,440, 8,984,274, 8,984,288, 8,995,628, 9,027,099, 9,027,105, 9,037, 577, 9,038,152,
9,076,006, 9,086,837, 9,116,954, 9,124,630, 9,154,303, 9,154,486, 9,160,727, 9,166,986,
9,171,073, 9,172,699, 9,173,101, 9,183, 317, 9,195,814, 9,208,213, 9,208,444, 9,262,481,
9,264,415, 9,264,480, 9,269,358, 9,275,127, 9,292,571, 9,300,646, 9,311,683 9,313,206,
9,330,174, 9,338,157, 9,361,392, 9,378,386, 9,386,416, 9,391,782, 9,397,838, 9,397,980,
9,405,804, 9,413,710, 9,413,794, 9,430,629, 9,432,808, 9,438,597, 9,444,805, 9,450,942,
9,450,958, and 9,454,594. Other patent applications are pending.
This Course (course and course materials) and any Software are provided “as is” and without express or limited warranty of any kind by either MicroStrategy Incorporated (“MicroStrategy”) or anyone who has been involved in the creation, production, or distribution of the Course or
Software, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. The entire risk as to the quality and performance of the Course and
Software is with you. Should the Course or Software prove defective, you (and not
MicroStrategy or anyone else who has been involved with the creation, production, or distribution of the Course or Software) assume the entire cost of all necessary servicing, repair, or correction.
In no event will MicroStrategy or any other person involved with the creation, production, or distribution of the Course or 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 Course and
Software, even if MicroStrategy 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 or any other person involved in the creation, production, or distribution of the Course and
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 Course and Software, 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 Course and the Software are copyrighted and all rights are reserved by MicroStrategy.
MicroStrategy reserves the right to make periodic modifications to the Course or the Software without obligation to notify any person or entity of such revision. Copying, duplicating, selling, or otherwise distributing any part of the Course or Software without prior written consent of an authorized representative of MicroStrategy are prohibited.
© 2017 MicroStrategy, Inc.
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