#DOSSIER IN MICROSTRATEGY HOW TO#
#DOSSIER IN MICROSTRATEGY UPDATE#

In this demo, we used this API to embed the dossier into the web page. In this demo, this API was used to find all the documents under the given folder. The Quick Search engine periodically indexes the metadata and stores the results in memory, making Quick Search very fast but with results that may not be the most recent. Using the stored results of the Quick Search engine to return search results and display them as a list. In this demo, this API was used to get all the configuration-level folders. This list includes folders such as users, user groups, databases, etc. Getting a list of all folders that are outside of projects, called configuration-level folders. Dossiers with MicroStrategy 10.11 will support prompts for end users. In this demo, this API was used to get all the projects of the given i-Server. Getting a list of projects which the authenticated user has access to. In the demo, this API was used to create a configuration session. An authToken will be returned for latter operations. The REST APIs used in this demo are: POST /auth/loginĬreating a MicroStrategy session given credentials and authentication mode. No matter the device, the dossier will fit to the screen. Dossiers were built to automatically resize based on a user’s device. They were used to authenticating, getting all the projects, getting all the configuration-level folders given a project and searching for objects given a root folder. A dossier is an interactive display that you can create to showcase and explore business data. A “Go to list view” button can be used to go back to the list view for the user to see the detailed object information of the document.Ī list of REST APIs were used in the demo. An embedded dossier will then be open and shown on the right side of the page.

The user can use the search bar to narrow down the documents they are looking for and select the document in the returned result to view the document. In this demo, we show documents in the MicroStrategy Tutorial project under Public Objects folder.

#DOSSIER IN MICROSTRATEGY HOW TO#

This App is a sample demo app to show the users how to use MicroStrategy REST APIs as well as how to embed dossier(s) into a 3rd party application. Open the Workstation window and choose Help > Preview Features to enable preview features.Ĭhoose File > New Freeform SQL Report to create a Freeform SQL report with a user login system prompt to get user-specific elements from the security table in warehouse.MicroStrategy REST API & Dossier Embedded Demo App Description: The Freeform SQL report relies on the user login system prompt to filter the corresponding data for a particular user. We want every dossier, page, and visualization to tell a story. Back then, the dossier editor (formerly known as Visual Insight) was a powerful BI tool with limited design functionality.

Our goal was simple to build the next-generation dashboard editor. This feature allows you to define a security filter based on a Freeform SQL report. I joined the dossier authoring team in 2018. The example below identifies the region elements that are visible for each User_Login in the User_Region table. This means they maintain one or more tables in the database that remember which attribute elements are visible for a specific user. Many MicroStrategy customers/OEMs have a relational database based security model. The official versions of preview features are included in subsequent releases. By selecting to expose preview features in MicroStrategy Workstation, you can access these features and use them as you would any other dossier functionality. Preview features are early versions of features and are not to be used in a production environment as the core behavior remain subject to change between preview and GA. The security filter is then applied in the same way as any other normal security filter when a report queries data against live data sources or in-memory cubes. These elements are included in the user session’s resolved security filter. This feature works by reading the data elements permitted to be seen by the user through the Freeform SQL report. This is achieved by creating a security filter based on a Freeform SQL report.

#DOSSIER IN MICROSTRATEGY UPDATE#

MicroStrategy ONE Update 10 introduces a preview feature where administrators can create security filters (row-based security) based on rules defined in relational sources, applicable to both live and in-memory analytics for all users. Preview Feature: Create Security Filters Based on Relational Sources for Live In-Memory Analytics

Dossier in microstrategy