With MicroStrategy Mobile, you can run, view, and navigate through reports and dashboards on your device.
Running reports and dashboards
Grid reports are the most commonly used type of reports. A grid report organizes business data into rows and columns. The images below show different grid reports displayed on an iPhone:
Graph reports display data visually in a style such as a bar, line, or pie graph. The images below show some examples of graph reports displayed on an iPhone:
Dashboards are used to display data from multiple reports in a
and text, depending on their design. Some typical dashboards are shown below:
You can run a report or a dashboard by either navigating to it through the folders in a project, or you can run one from a subscription list using the Reports button on the default Home screen. Both sets of steps are below. The Reports button displays a list of the reports and dashboards to which you have a Mobile subscription. In addition, MicroStrategy Mobile comes with several mobile reports by default in the Shared Library. MicroStrategy Mobile runs mobile reports and dashboards on a defined schedule and delivers them to your mobile device. For details to create a subscription, see the MicroStrategy Web Help.
To run subscribed-to reports and dashboards
1 From the default Home screen, tap Reports. A list of subscribed-to reports and dashboards is displayed.
2 Tap a report or dashboard on the list to run it. The report or dashboard data is displayed.
To run reports and dashboards from a folder within a project
1 From the default Home screen, tap Shared Library. From the list of projects that is displayed, select the project that contains the report or dashboard that you want to run.
• If your device is configured to connect to only one project, the Shared Library button displays a list of the folders contained within the project.
2 Browse to the folder that contains the report or dashboard to run.
3 Tap the report or dashboard to run it. The report or dashboard data is displayed.
Answering prompts
Some reports and dashboards request your input to define what data is displayed. A report or dashboard requests this information by displaying one or more questions, called prompts.
Prompts allow the user to display only the data that meets specific
requirements. For example, a user may be interested in a report’s data for only the year 2010. Or he may only want to see sales numbers for his
geographical region. Prompts let a user select the specific subset of data that he wants to see.
The methods of answering a prompt depend on the type of prompt you are answering. Prompts are divided into the following groups, based on what is required to answer them:
• Prompts that require you to define a date and/or time, using a calendar or a date/time wheel, as shown below.
• Prompts that require you to type information into a text box, as shown below.
• Prompts that require you to select a number using a slider, a stepper, or a wheel, as shown below.
• Prompts that require you to specify your location based on information returned by Google Maps, as shown below.
• Prompts that require you to scan (using the iPhone camera) or type a barcode number, as shown below.
• Prompts that require you to swipe to select one or more items from a list, as shown below.
For details on creating prompts for reports and dashboards to be displayed on an iPhone, see the Designing Reports and Documents for Mobile Devices chapter in the MicroStrategy Mobile Design and Administration Guide.
Navigating reports and dashboards
After a report has been displayed, you can perform the following actions to analyze data on most grid reports and graph reports:
• Tap the report to toggle between full screen mode and non-full screen mode. (The designer must enable full screen mode for the report or dashboard.) Full screen mode displays as much data on the screen as possible. Non-full screen mode displays a navigation bar at the top of the report, with a back button and the name of the report.
• Change the orientation between portrait and landscape by rotating the device.
• Scroll across large reports by swiping the middle of the screen horizontally. To scroll up and down, swipe the middle of the screen vertically.
• On some reports, business data is grouped (in a page-by) across the top of a report. To change the group of data that is displayed, tap the currently displayed group of data at the top of the report, and choose another group. You can also swipe horizontally at the edge of the screen to move between groups of data.
• View tooltips to explain parts of a graph, such as a single bar in a bar graph. To do this, tap the bar and hold on the screen.
• Change the orientation between portrait and landscape by rotating the device.
• Zoom by pinching on the center of the screen, or double-tap the center of the screen to switch between zoomed-in and zoomed-out views.
For more details on navigating the data in an out-of-the-box widget, see
Visualizing data in an out-of-the-box widget, page 138.
Accessing application and data links
A link is a connection between the currently displayed MicroStrategy
dashboard and another dashboard or report. When tapped, a link executes a target dashboard or report from the currently displayed (source) dashboard. Links in MicroStrategy dashboards can be displayed to users as either images or text. To follow a link that is displayed in a dashboard, tap the linked image or text.
When a link executes a report or dashboard, the link can change the following properties of the report or dashboard that it executes:
• Define the grouping of data in a target report or dashboard
• Change the layout of a target dashboard
• Determine whether a target report is displayed as a grid, a graph, or a combination of both grid and graph
In addition, a link in a dashboard can access applications that are stored on your device, such as email, phone, text messages (SMS), and maps, as shown below:
For details to create links in dashboards, see the Designing Reports and
Documents for Mobile Devices chapter in the MicroStrategy Mobile Design and Administration Guide.