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Creating MicroStrategy Dossier for Kyvos

Owned by Sarabjeet Kaur
Last updated: Nov 15, 2023 by NIDHI BHANDARI
3 min read

Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

Kyvos Azure Marketplace   Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

A MicroStrategy dossier is an interactive display that you can create to showcase and explore business data. You can add simple visual representations of data (called visualizations) to the dossier. Kyvos supports MicroStrategy dossier as a visualization tool.

Creating dossier using Kyvos as a data source

To create a dossier using Kyvos as a data source, perform the following steps.

You can use the same steps for both MicroStrategy Desktop and Web.

  1. On the MicroStrategy Desktop home page or any folder page, click Create, and then select New Dossier. This creates a dossier with a single blank visualization.

  2. To import data into the dossier to use as a dataset, click the Add New Data icon , and select the New Data

  3. In the data sources, click the Database (access data from tables) icon , to access the ODBC System DSN.

  4. From the Select Import Options dialog box, select the Build a Query option, and click the Next button. This displays the Data Source dialog box.

  5. Enter the information as described here.

    1. Select the DSN Data Sources

    2. DSN: Select the DSN which is created for the Kyvos data server.

    3. Version: Select the Spark SQL 1.5+ option.

    4. User: Enter the Kyvos user name.

    5. Password: Enter the password for the Kyvos user.

    6. Data Source Name: Enter the data source name.

  6. Click the OK button.

  7. Go to Data Sources and select Spark SQL. Here, click the Import from Table option. 
    The Import from Table – SQL Editor window is displayed with the list of data sources on the left, as shown in the following figure.

  8. Double-click to select any data source. The following information is displayed.

    1. Namespace: Displays the name of the Kyvos database/folder.

    2. Table: Displays the name of the Kyvos tables.

  9. To add tables to your visualization, drag and drop the table in the area on the right. Similarly, drag and drop the columns also.

  10. Click the Prepare Data This displays the Preview dialog box with all the metrics and attributes, as shown in the following figure.

Tips

Set the Attributes and Metrices as per your semantic model's attributes and metrices. In case any of your metrics are displayed in the Attributes list, drag and drop them to the Metrices list. If attributes are moved into metrices or vice versa, the system displays error messages.

  1. Click the Finish button. The Data Access Mode dialog box is displayed.

  2. Select the Connect Live option. This will prevent the in-memory import of data, and the request will be served directly from the local computer.

Important

You cannot use Kyvos measure fields as dimensions and vice versa unless they are defined in the semantic model separately.

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