Build a map-enabled document
In this topic
- Add datasets to the document
- Insert a map visualization
- Add
MicroStrategy data to the map - Configure additional maps
To include interactive maps in a MicroStrategy document, you must add map visualizations in MicroStrategy Web and specify the data you want to visualize. This data can then be added to your map in Esri Maps for MicroStrategy.
A map is a spatial document composed of one or more layers. A layer is the way in which Esri Maps for MicroStrategy visually represents geographic datasets. A layer is similar to a legend item on a paper map. For example, on a road map, roads, national parks, political boundaries, and rivers might be considered different layers. When you add data from MicroStrategy to a map, Esri Maps for MicroStrategy creates a layer and displays it in the Contents pane. Once the layer is created, you can configure how it is styled, set its transparency, enable clustering or heat maps, turn on pop-ups, and so on.
When you add data to a map in a MicroStrategy document, each dataset you add can be shown as a layer on the map. All datasets included in the current document layout are available to add as layers.
Note:
To make a layer visible in Esri Maps for MicroStrategy Mobile, ensure all additional layers (added to the map) are specified as secondary data providers. See Insert a map visualization for more information.
Very large datasets may cause errors in the Esri map visualization, depending on the server settings on your MicroStrategy Web Universal server.
There are several methods you can use to mitigate errors, including the following:
- Increase Java heap size—Refer to the MicroStrategy product documentation for information about increasing the Java heap size on your MicroStrategy Universal Web Server.
- Filter your reports to reduce the size of the Esri map visualization—In Design mode, you can apply filters from the document (View filters) or from the original reports that make up the dataset (Report filters). Refer to the MicroStrategy product documentation for details.
- Increase your MicroStrategy project row set limits—Refer to the MicroStrategy product documentation for information about changing the row set limits for your project on your MicroStrategy Intelligent Server.
- Optimize data retrieval from map-enabled documents—Contact your system administrator to have the plug-in settings changed.
Add datasets to the document
Add the reports you want to include as datasets in your document. Any of the datasets you include in the document can later be added as layers on a map.
- In MicroStrategy Web, create a blank document.
- In Design mode, add one or more reports that you want to include as datasets in your document and visualize on your map.
Each dataset must contain at least one location-based attribute, such as address data or longitude and latitude values. For a complete list of location types supported in Esri Maps for MicroStrategy, see Location types.
Insert a map visualization
You can include one or more maps in your document. Add a map by creating a new grid and configuring it as a map widget.
Note:
If your administrator has set up SAML or OAuth authentication, multiple maps in a document will not be available for mobile users. In this case, if your document will be used by Esri Maps for MicroStrategy Mobile users, include only one map visualization in the document.
- After adding datasets, insert a new grid to use as a map visualization.
- Right-click the map visualization grid area and click Properties and Formatting.
- In the Properties and Formatting window, under Properties, click Widget.
- From the Widget drop-down menu, click DHTML > Esri Maps for MicroStrategy.
- If you're configuring the map for mobile use, choose the datasets that you want to display in the map; these are listed in the Available list under Secondary Data Providers. Click the arrow button to add them to the Selected list and click Apply.
- Click OK.
- To include additional maps in your document, repeat the previous steps for each map you want to add.
- When you've finished inserting all of the map visualizations you want, open the Properties and Formatting window for one of the maps you want to configure. Click the Widget Properties button to open the Esri Maps for MicroStrategy Properties window.
- In the Esri Maps for MicroStrategy Properties window, sign in to ArcGIS if prompted to do so.
When you are successfully signed in, an Esri map visualization is displayed. You can now add data to the map.
Add MicroStrategy data to the map
You can add any of the datasets you included in the document to the map. Each dataset you add can be shown as a layer on the map.
- In the map, from the Add data menu, click from MicroStrategy.
The datasets you included appear in the add data from MicroStrategy pane.
- Choose the dataset you want to add and click Next.
- Do one of the following:
- Specify how location is represented in the current dataset by choosing one of the location types.
Note:
When choosing a location type, it is important to ensure that there is a one-to-one relationship between the rows in the MicroStrategy data you are adding and the features in the map layer that is being used to display the data.
- If you want to use a map service or feature service from ArcGIS as a location type, follow the steps in Add a location type.
Note:
If you choose the Address location type, you will consume ArcGIS service credits. To help you estimate how many service credits you will use, see Service Credits Overview.
- Specify how location is represented in the current dataset by choosing one of the location types.
- Click Next.
- Select and specify the values for the columns containing the location information. Ensure that there is a one-to-one relationship between the columns you select and the location type you chose.
- If you chose Latitude, Longitude for the location type, the default coordinate system that will be used is World Geodetic Survey (WGS) 1984. To specify a different coordinate system, do the following:
- Click the Advanced link.
- Choose the appropriate coordinate system for the data you are adding. Choose Other if your data is in a coordinate system other than WGS 1984 or Web Mercator.
- If you chose Other, type the well-known ID (WKID) of the coordinate system in the WKID text box.
Note:
Point locations must be compatible with the basemap's spatial reference system.
- Click Next.
- Do the following:
- Select the format of the column data that you specified, and choose the fields you want displayed in your pop-ups.
Tip:
Do not include attributes or metrics that you may want to use in the Page-by Axis tool; otherwise, your features may not be visible in the map after filtering.
- If you want the map to zoom to the full extent of the layer that is created when the data is added, check the Zoom to layer check box.
- If you want a different name for the layer, type a new name in the Layer name box.
- Select the format of the column data that you specified, and choose the fields you want displayed in your pop-ups.
- Click Add data to map.
A layer containing the data is added to the map and is listed in the Contents pane. If you checked the Zoom to layer check box, the map zooms to the full extent of the layer you added.
- Repeat steps 2 through 9 for each additional dataset you want to display on the map.
Note:
If errors occurred in finding locations, this information is displayed under the layer in the Contents pane. You can click the View Errors link and use the scroll arrows to see where the errors were found. To fix errors in your data, contact your database administrator.
Configure additional maps
If you have additional maps in your document, configure them one by one in the Esri Maps for MicroStrategy Properties window. When finished, you can save and run your map-enabled document.
- Repeat the steps from Add MicroStrategy data to the map in the Esri Maps for MicroStrategy Properties window for each additional map in your document.
- When you've finished adding data and configuring the resulting layers in your maps, click OK in the Esri Maps for MicroStrategy Properties window and click OK in the Properties and Formatting window.
Tip:
To create a better-looking map, you can reduce the size of your dataset grids to 0,0 so that they are not visible in the document and are visible only in the map visualization.
Tip:
To create a better-looking printed document, you can place datasets you do not want to display in the printed document in a panel, and resize the panel to 0,0 so that the datasets are not visible when the document is printed.
- Save and run your document.
The document now contains the maps you configured. You can change the way the map layer is styled, enable clustering or heat maps, and so on.
If your administrator has enabled printing for you, you can print your map-enabled document in Presentation mode once the map has loaded completely.
You can enhance your map with additional geographic data from ArcGIS. For example, your map may have MicroStrategy data showing proposed store locations, and you want to add household income data from ArcGIS for those areas to visually analyze trends. For more information, see Add data from ArcGIS.
Note:
Advanced users may want to work directly with the map specification code—either to apply the map specification of one map to another map, or to make changes to the map by editing the code directly. For more information, see Edit the map specification.