Build a map-enabled report
In this topic
To include an interactive map in a MicroStrategy report, you must add a map visualization 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 report, you add data from a single dataset, which becomes one or more layers on the map.
Note:
If the MicroStrategy project you are working with has an associated Location Architect model, a layer will automatically be added to your map based on the properties defined in the model; you will not have to explicitly add data to the map. For more information, contact your administrator.
Create a simple report
Create a simple report and add attributes and metrics to it. This data can later be added as layers on the map.
- In MicroStrategy Web, create a blank report.
- Add attributes and metrics to your report.
You must include 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.
Note:
- Ensure that attributes are placed in rows and metrics are placed in columns. Do not use cross-tab grid reports for map visualizations. Ensure that your report only contains alphanumeric characters in the data fields.
- If you have more than 12 columns in your report, only the first 12 columns will be visible on the first page of the report; additional columns will appear on another page. However, all columns in the report will be available to display on your map.
Insert a map visualization
You can include one map in your report. Add a map by inserting a custom map visualization in MicroStrategy Web.
- After adding attributes and metrics, click the Run Report button on the toolbar.
- Ensure that the Custom Visualizations Editor is enabled in the MicroStrategy Web project defaults. See the MicroStrategy product documentation for more information.
- From the Tools drop-down menu, click Custom Visualizations.
- In the Custom Visualizations window, do the following:
- Check the Enable this report to use custom Visualizations check box.
- In the Available list, choose Esri Maps for MicroStrategy and click the arrow to add it to the Selected list.
- Click OK.
- 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
Add the dataset you included in your report to the map. The dataset becomes a layer on the map.
Note:
If the MicroStrategy project you are working with has an associated Location Architect model, a layer will automatically be added to your map based on the properties defined in the model; you will not have to explicitly add data to the map. For more information, contact your administrator.
- In the map, from the Add data menu, click from MicroStrategy.
The report dataset appears in the add data from MicroStrategy pane.
- Choose the report dataset 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. For more information, see Location types.
- 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:
- Choose 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.
- Choose 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.
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.
Note:
By default, the map displays only the data that is included on the current page of the report. To view all data on the map, open the Contents pane and display the layer settings. Click the On/Off selector beside Display all data to turn on this setting.
The report now contains the map 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 also print your map-enabled report in Run 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.
You can also filter data in your map in the same way you would any other report data. Filter your map data using the Page-by Axis tool, or use the View Filter tool to filter your data by attribute or metric. You can also configure dynamic links to open an external report or document by making selections on the map.
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.