STEPS TO REPRODUCE: Create a VI dashboard with 3 visualizations: V1, V2 and V3 configured as: V1 filters V2 and V2 filters V3. x Visual Insight, which supports HTML5, data labels will not overlap each other. Some business requirements include dynamically filtering data so that only the current month’s data is shown on a visual insight dashboard. A user may create a Visual Insight dashboard and some visualizations and later realizes the user wants to add or remove some description forms. This video covers a high-level tour of. You create the customized, interactive VI dashboard in MicroStrategy Web, and use it. Using Visual Insight, after adding an image layout visualization with custom shape file the map is shown on the very right side instead of shown centered as i did in previous version of MicroStrategy when flash was being used. Trending Articles. From the report execution page, rename one of the attributes on the report and save the report. When the attribute used as a selector has a compound key, i. "Re-prompt" option is also available under "File" menu. Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; ConsultingHow to dynamically filter the data in Visual Insight/Dossier so that the data for the first of the month until the current… Number of Views 6. Security; Next Steps; Overview. In some cases, if videos are blocked on the network then the page will have a blank video. Problem is: 100% in-memory solutions cannot fit all your requirements. 1. Go to the More Options link at the bottom of the pane. x. Reports. x search for Attribute elements has been designed in a way so while searching it will bring all the Elements with the matching letters being search. Separate attribute forms should be created for latitude and longitude, and should also support the numeric data of these values. ACTION: Grant at least View access to the Light Theme Object to create new Visual Insight dashboard. 1 for iOS. 4. In order to calculate the difference for a metric Revenue between Year 2011 and 2012 in MicroStrategy Visual Insight, MovingDifference function can be used to get the designed result. 1 iOS Update 2, a selection performed in a grid used as a filter will be highlighted in any grid targeted by the filter. Navigate to the Visual Insight page in MicroStrategy Web, for example by creating a new dashboard. Different steps therefore need to be taken in order to customize the source of this page successfully, while adhering to best practices in. 1). Visual Insight allows you to create customized, interactive dashboards that you can use to explore your business data. 2 Hotfix 1. This document discusses about a known issue about pie chart inin MicroStrategy Mobile 10. multiple attribute forms conform the ID form, any element that matches at least one of the ID's will become highlighted, like shown below. 3, 10. Cards. The "Email" column cannot be found in the grid. Add a Grid visualization from Report 1. Dossiers. 4 and newer using the Advanced Threshold Editor. ACTION: Contact MicroStartegy Technical Support for an update on the issue. When trying to edit a Group in Visual Insight, the scroll bars are missing for the "Selected Elements" box. In MicroStrategy Web 9. Number of Views 31. set ("height", (window. Convert the Visual Insight dashboard to a Report Services Document. Right-click the attribute and select 'Add to filter'. A visualization is a visual representation of the data in a Visual Insight (VI) dashboard, such as a grid or graph. The email will contain a URL API link to the dashboard, however, in MicroStrategy Distribution Services 10. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence. KB45815: New Feature in Visual Insight MicroStrategy Web 9. CAUSE: Currently, only in Report Services Document is possible to configure a Slicing Selector. 1, the ability to link/unlink attributes in Report Services documents and Visual Insight dashboards was introduced for data import cubes. 5. x and it is being investigated. KB219522: How to access the SQL view of a Visual insight Dashboard using an MCE Trace in MicroStrategy Web Number of Views 2. Add a Grid visualizations from Report 2. Google Map visualization for newly created dashboard is not enabled by default for Visual Insight (Analysis) in MicroStrategy Analytics Enterprise Web 9. KB16101: How to determine the character set or code page of an Oracle, SQL Server, Teradata or a DB2 database. CAUSE: This is a known issue in MicroStrategy Web 9. Follow these instructions in a MicroStrategy Tutorial Project: Create a Visual Insight with the attribute 'Region' and the metric 'Revenue' on a grid visualization. In Chrome, create a Visual Insight dashboard. When users create or run a Visual Insight Dashboard for the first time, they are presented with a Welcome screen page called "Getting Started" which has a short demo video of the Visual Isight features. x. Create a Visual Insight dashboard and. 1. Automated Insights (Ai) helps organizations make better business decisions, faster. Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; ConsultingWhy MicroStrategy Why MicroStrategy; Customer Stories; PlatformThis article outlines an issue where a visual insight graph does not render after saving, a blank page is returned. Once data flows into the interface, the dashboard will come to life. It was tested that in MicroStrategy 10. MicroStrategy is a data analytics platform for conveying business insights with customizable data visualizations and dashboards. Navigate to the document in MicroStrategy Developer. Create a report with the Test Attribute and any metric (optional). Our goal was simple — to build the next-generation dashboard editor. MicroStrategy Insights Starting in MicroStrategy 2021 Update 7 (September 2022), Insights are supported in MicroStrategy Library (web browser only) on the. Have you ever missed the Pixel Perfect Document's Metric & Attribute selectors? Here is how to create similar features in Dossier / Visual Insight ! Many thanks to Philippe Royer for finding and sharing this solution. STEPS TO REPRODUCE 1. Number of Views 230. xWith Browse enabled to Profit metric, search in Visual Insight for profit; Create a user with the Web Reporter, Web Analyst, Web Professional and Common Privileges allowed for the Tutorial Project. A developer may need to know the number of datasets within a Visual Insight Dashboard. How to Add an Image to the Toolbar Section for Document Pages, Including Visual Insight using the MicroStrategy Web SDK 9. Add a Grid Visualization. 1 application for iOS. STEPS TO REPRODUCE In MicroStrategy Tutorial, change name of Attribute ‘Year’ to ‘(Year)’ The MicroStrategy SDK allows you to customize the standard MicroStrategy Web interface, and extend and integrate the MicroStrategy business intelligence functionality into other applications. Users can import data (modeled or not) and immediately create interactive visualizations and dashboards. After upgrading to MicroStrategy Web 9. Select Advanced thresholds editor. x and 10. SYMPTOM In MicroStrategy 10. This tutorial shows how to create derived attributes and metrics in a dossier. Create a bar graph visualization with the Custom Group and a single metric. 4 Visual Insight, users do not see the option to. x, users expect to see the description appear in the tooltip when hovering above the object. 1. Step by step instructions on how to create a virtual time period attribute with the values MTD, QTD, YTD using a MicroStrategy Custom Group. Drag an element from either attribute. Instead, users may observe that the tooltip displays, for example, "Metric: Revenue" when hovering over the object in the Report Objects or Datasets. When clicking on the marker to. This issue has been addressed in MicroStrategy Mobile 10. After renaming an attribute or metric on a report or data set that is used in a Visual Insight dashboard in MicroStrategy Web 10. ACTION:In MicroStrategy Web 10. x. This article details a case in which the sorting is not applied to a Vertical Bar graph when done on a metric in a Visual Insight dahboard in MicroStrategy 9. js library in Visual Insight Dashboard in MicroStrategy Web using Web SDK. 0. Navigate to Application Settings > MicroStrategy Web Configuration > Pages > Html5Vi. 4. In MicroStrategy Web 9. x This article discusses how to create an OLAP function derived metric in a VI dashboard that will calculate based on the data contained in the visualization. CAUSE: This is a known limitation of Visual Insight in MicroStrategy Web. Add an attribute to the filter panel of any type. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence; Multi-Cloud; Embedded Analytics. 3. 1, an attribute in a grid can be used as selector to target other grids in the same dashboard. By empowering data-driven organizations with Ai’s proprietary natural language generation (NLG) platform, Wordsmith, businesses are able to deliver the right insight, to the right person, at the right. MicroStrategy can display data as part of an interactive map, which can include important information along with additional geographical information. 9. 2. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. 1Import a RS document or VI dashboard into Excel with MicroStrategy Office; 2. Click Run to create the metrics listed. When editing the name of a derived metric (or any other such object), in a Visual Insight document, the name changes on the visualization itself, and the grid panel, but not in the "Dataset Objects" panel: STEPS TO REPRODUCE: 1. Upgrade to this version to take advantage of this fix. x-10. This Knowledge Base Article outlines a limitation of MicroStrategy Web 10. 1, an attribute in a grid can be used as selector to target other grids in the same dashboard. 3. 1Create a report with one attribute and one metric. Users can manually check to not display this page again. An object prompt for one or more attributes. The following customization will remove the "Browse All Objects" and "All Objects" links from the Dashboard Datasets options in Visual Insight Dashboard. In MicroStrategy Web 9. Web Professional . Number of Views 445. Insert a filter on Profit. You can also. Use the “Browse All Objects” option to add the “Category” and “Item” attributes to the visualization, as well as the “Revenue” metric. STEPS TO REPRODUCE: Create and save a report. 5Visual Insight allows you to create customized, interactive dashboards that you can use to explore your business data. So we built the Time Series visualization to analyze that data. 1) Create a report with at least 2 attributes and 1 metric. 1, when a report contained in a Visual Insights is modified by changing the displayed attribute forms, the changes are not reflected on the VI AnalysisBeginning in MicroStrategy Mobile 9. x, pie chart visualizations in Visual Insight dashboards and Dossiers do not show slices for elements with small percentage values. Right-click on the document. A user can attempt to create a new Visual Insight Dashboard and select the option for Data Import instead of selecting an existing report. MicroStrategy can display data as part of an interactive map, which can include important information along with additional geographical information. Each visualization is displayed on a separate tab in the VI dashboard. HTML code ; or by an URL to an existing iFrame. Follow the steps below using the MicroStrategy Tutorial project: 1. 1. Select all selections for that selector. 5. Visual Insight or VI is a new technology intended to empower business users and give them the ability to analyze and explore data without the intervention of IT. Related articles from the Community: Knowledge Base : How to create a derived metric. Currently, it is not supported to keep the format when refresh RS document or VI dashboard from. KB439226: How to create a filtered metric using a case statement in Visual Insight in MicroStrategy Web 10. innerHeight - 105)); Visual information allows you to streamline the tasks required to create a polished dashboard. For information on using Visual Insight. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformDaysBetween. 4. Currently, filtering on date attributes using a dynamic date feature exists for both visual insight and report services documents. STEPS TO REPRODUCE: In MicroStrategy Web, create a report with attributes Category, Subcategory, Item and a metric Cost. Use Visual Insight to create a map visualization to display this location data. ACTION: This issue has been addressed in MicroStrategy Web 10. Exit the Web Customization Editor. Third Party Software Installation WARNING: The third-party product(s) discussed in this technical note is manufactured by vendors independent of MicroStrategy. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformKB45481: Attribute forms cannot be displayed in a report services document or Visual Insight Analysis in MicroStrategy Web. In MicroStrategy releases prior to MicroStrategy Web 10. 1, the original name still appears on the VI filter pane, as shown below. Case function doesn't display in available function list but it is supported in MicroStrategy Visual Insight 9. This issue only occurs when executing the information window first, switching layouts, switching back to the original layout, and triggering the information window again. x+, MicroStrategy 2019) Next Steps Follow one of the options below to merge the row headers into a single entry: For the first option: From the Visual Insight (Dossier) toolbar, click on the Format tab. Create a new Visual Insight Dashboard. This issue has been addressed in MicroStrategy Mobile 10. ACTION:This issue has been classified as a defect by MicroStrategy. At least View access needs to be granted for this object as it is required to create Visual Insight dashboards. STEPS TO REPRODUCE: Create and save a report. xWhy MicroStrategy Why MicroStrategy; Customer Stories; PlatformIn MicroStrategy Web 10. Click on Region, go to Show Totals and select Total and Average, like shown below; Save the Visual Insight, close and reopen it. In the Grid pane, select the drop down next to a Metric and choose Thresholds. x. 2. For example: RemoveVISubMenuItem. In Visual Insight in MicroStrategy Web 9. Visualizations enable users to gain insights from data more quickly than flat files or tables. Follow the steps below using the MicroStrategy Tutorial project: 1. MicroStrategy 2 min #04 - In Memory, Live Connect, Multi Source, why would you need to choose ? Agile BI - In-Memory capabilities provide tremendous acceleration to your Dashboards. Open the Web Customization Editor. Add the Day attribute to the Page-by section. Instructions for MicroStrategy Web 10. This issue is under review from the MicroStrategy team. x MicroStrategy 2 min #32 - Metric and Attribute Selectors in Dossier / Visual Insight. Create a Dashboard using both Reports as datasets. x where users are not able to export a visualization from Presentation Mode when the title bar is hidden. ACKNOWLEDGED IN-PROGRESS SOLVED (Version: 10. MicroStrategy. The derived metric is now set to the level of Category: Published: Apr 4, 2017. Why MicroStrategy Why MicroStrategy; Customer Stories; PlatformThis is a short demo for how to use MicroStrategy Analytics (formerly known as Visual Insights pre 9. Case ( [Metric Selector]="Rebates", Discount, [Metric Selector]="Sales",. Upgrade to this release to take advantage of the fix. 4. In MicroStrategy Web, create a Visual Insight dashboard with at least two grid visualizations in one panel. 4 through 11. This article describes an issue where renamed attributes and metrics do not show the new name in Visual Insight filters in MicroStrategy Web 10. 4. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Products; MicroStrategy ONE; AI & Augmented; Dossier; Library; Workstation; HyperIntelligence; Multi-Cloud; Embedded Analytics. 2. For Compound Profit to be dynamically aggregated correctly, you change the dynamic aggregation function to Sum. Micro Strategy also supports mobile BI. 1, users notice that the data import process will continue to work successfully, but the VI dashboard will not execute correctly and show the dashboard startup errorIntelligence Everywhere ; Talk to an expert ; Get startedWhen Filters are added to MicroStrategy Visual Insight Dashboard with multiple visualizations, the filter applies to all the visualizations in a dashboard. KB439937: How to create an OLAP function derived metric that will calculate without regard to filtering applied at the visualization level in a Visual Insight dashboard in MicroStrategy 10. Don't choose the type of visualization yet. 3. Create a new Visual Insight analysis or Dashboard from a report that contains Year, Category, and Profit. 4. MovingDifference. Drop zones. However, users may notice that in certain scenarios, the link/unlink option is either greyed out or does not appear. 1. 4. x. Create a stacked bar graph with the drop zone configuration identical to the screenshot below: Sort the graph by the Metric - Ascending, using the menu shown below: Note that the graph is sorting by only the blue element, and not the sum of the blue and red elements. Data can be connected through an API, flat file, or database. ACTION: This feature is being reviewed by our Technology team and it is not currently scoped for any upcoming scheduled MicroStrategy release. In the Flash-based Visual Insight Editor (VI), users can set thresholds for the metric values. When filtering in a Visual Insight dashboard, users have the options to “Keep Only”, “Exclude”, “Keep Only and Show”, or “Show Data”In MicroStrategy Web 10. This article describes a situation where using a derived attribute based on an existing metric as a filter on a Visual Insight dashboard causes the Intelligence Server to crash. Once added from the top menu toolbar it appears on top of the visualizations in the dashboard. Drag the attribute placed in the VI grid to the filter. MicroStrategy 2 min #33 - Sentiment Analysis on Social Media with R. Create a Dashboard in Visual Insight using the report and insert both attributes and metric into a grid visualization. In MicroStrategy Web 10. Create a Custom Group and add it to a report. When the value is less than ~0. This is because visualizations summarize the aggregate data and the human brain. Step by step instructions and video on how to hide the toolbar in a MicroStrategy Visual Insight Dashboard, using CSS inside an HTML Container. When an object is added to the drops zone of Visual Insight, the system Double Byte input is grayed out in MicroStrategy Web 9. With the release of MicroStrategy 10. rootView. Enterprise Analytics Business Intelligence; HyperIntelligence; Cloud; Product Innovation; Education; ConsultingFollow the steps below using the MicroStrategy Tutorial project: 1. 1, when a report contained in a Visual Insights is modified by changing the displayed attribute forms, the changes are not reflected on the VI AnalysisMicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal, MicroStrategy Distribution Services, MicroStrategy Report Services, MicroStrategy Transaction Services, MicroStrategy Visual Insight, MicroStrategy Web Reporter, MicroStrategy Web Analyst, MicroStrategy WebWhen a Google Sankey Diagram is deployed from Visualization Gallery into Microstrategy 10. e. Upgrade to take the advantage of this fix. 4. It can be executed in Express and Flash modes also. This Knowledge Base Article describes an issue that has been classified as defect in MicroStrategy 10. New Feature in MicroStrategy Web 10. 4 for the ESRI map widget visualization filter. 4. Business. Open the Diagnostics and Performance Logging Tool from the MicroStrategy Intelligence Server machine. CAUSE: The google sankey diagram plugin included is missing a ";" (semicolon) in the file Html5ViPage. opening the alerts editor. Upgrade to this version to take advantage of this fix. Create additional visualizations to display the data in multiple ways, then easily modify, rearrange, or resize visualizations in a dashboard. x, threshold is not applied in the Total of the Visual Insight Dashboard, as shown: CAUSE: Currently, this feature is not available in MicroStrategy Web 9. 2. In the "Grid" pane, click on the down arrow next to the Profit metric and go to Percent to Total and then Customer Region, as shown. 1Create a Visual Insight dashboard based on the previous cube. x. In this video we cover how to upload external data,. Content. Create a report services document or Visual Insight Analysis. With the latest Visual Insight tool, MicroStrategy brings the power of BI to the business users, allowing them to discover information without the help of IT personnel. This geographical data can. CAUSE: Object descriptions in tooltips are not supported for Visual Insight. 4. Notice that the prompt page displayed and the user can select a quarter prior to the execution of Visual Insight with Direct Data Access option. 4. When users create a Grid visualization in Visual Insight using MicroStrategy Web 9. PCWorld Apr 19, 2011 11:40 am PDT. 1 Hotfix 3, users can create Custom Shapes for ESRI maps in Visual Insight or Report Services Documents for cloud-based ESRI map. A sales team might use a business dashboard to connect. ACTION: Grant at least View access to the Light Theme Object to create new Visual Insight dashboard. NOTE: This only works on Visual Insight dashboards with at least 2 datasets. x. 2. Add a Grid visualization from Report 1. Visual Insight dashboards can be viewed in MicroStrategy Web or on an iPad with MicroStrategy Mobile. In the summer of 2020, MicroStrategy made a strategic investment in Bitcoin. Basically, a quick dashboard is like a document, but the process of creating this dashboard is easier and faster. 4. xThis Hospital Quality App shows how MicroStrategy Mobile for iPhone can create customizable summary views of large datasets, allowing you to drill into the relevant information on a granular level. See the previous images above to see how the row headers should now appear. The following steps will remove a toolbar sub-menu item in MicroStrategy Visual Insight Dashboards using the SDK 10. Using Visual Insight in MicroStrategy 10. However, users may notice that in certain scenarios, the link/unlink option is either greyed out or does not appear. ACTION. This article details the behavior differences of an object prompt report when creating a visual insight dashboard through the web folder browser versus the tools menu in. 5 and later: For steps on how to remove a toolbar item in Visual Insight with the MicroStrategy SDK 10. The ability to create Derived Element Groups in Visual Insight was introduced in MicroStrategy 10. 5Change data font in VI with dataset from imported data (Intelligence cube)Create a Visual insight Dashboard with Categories and Profit. In order to calculate the difference for a metric Revenue between Year 2011 and 2012 in MicroStrategy Visual Insight, MovingDifference function can be used to get the designed result. It allows the user to import data from several different sources, manipulate. The impact is limited to the MicroStrategy Web 9. When the dashboard is executed click on Show -> Dataset Objects. 1 Visual Insight Dashboard, users may notice that the options to “Keep Only”, “Exclude”, “Keep Only and Show”, or “Show Data” are no longer available when attempting to filter on existing visualizations other than simple grids. 4. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Click the vertical eclipse icon (More) on the top right of the visualization. 1, a bubble grid in a Visual Insight Dashboard does not display the metric value in the tooltip when the metric that is in the Color by section has the value 0When accessing Visual Insight Dashboards through MicroStrategy Mobile 9. In the first sheet, add a visulaization. The goal is to select which Metric you want to display. Refresh. Set V2 as. x and 9. Create a second Report with Category, Item, and Revenue. Take the Visual Data Discovery - Visual. Add an attribute to the Rows drop zone. x, the options "Create New Report" and "Browse All Objects" when creating new Dashboard or editing an existing one. For example, you can: Add, rearrange, or remove report objects quickly from a visualization in a dashboard. Problem is: 100% in-memory solutions cannot fit all your requirements. In the Threshold window, double click on a band to change its color. 1 Tutorial Project, create a report with the following objects: Attributes: Day, Category, Subcategory; Metrics: Profit. In order to utilize the feature, one can: 1. Rename the metric in dataset object panel. In MicroStrategy Web, users can export individual grid visualizations by choosing the Export option from the dropdown in the top-right corner of the visualization. 0. 3. x. 2. x. Create a Visual Insight document based on report R1 as same as in Technical Note 45111. x, a Visual Insight dashboard can be converted to a Report Services Document to leverage the pixel-perfect functionality, among other features. 4. CAUSE: This is a known limitation of Visual Insight in MicroStrategy Web 9. Create a new Visual Insight and add a report that contains an attribute to the dashboard. Number of Views 578. STEPS TO REPRODUCE : Max(Country@DESC) {~} In MicroStrategy Desktop, create a metric with value in text format using the following definition: Save the metric and name it with 'Metric_Value_ in_Text_Format'However, a custom group cannot be used to filter other visualizations in Visual Insight Dashboard in MicroStrategy Web 10. 1After changing Heap Map to Grid, users will see that there are thresholds automatically applied to the grid after the conversionWhen exporting a Visual Insight dashboard containing ESRI maps, the following message is displayed: Map requires a connection to MicroStrategy Web . Not able to perform a column merge in Visual Insight dashboards when an attribute has more than two attribute forms and at least couple metrics in MicroStrategy Web 9. You create and interact with Visual Insight (VI) dashboards in MicroStrategy Web. x. Users can add a HTML container inside a layout in Visual Insight dashboard. Why MicroStrategy Why MicroStrategy; Customer Stories; Platform Save the modified HTML5VI_Content_Core file and restart MicroStrategy Web to apply the changes. Before Customization: After Customization: Launch the Web Customization Editor. 4. Go to the More Options link at the bottom of the pane. 1. The ability to create Derived Element Groups in Visual Insight was introduced in MicroStrategy 10. 4. For bar graphs with data that cannot fit in the width of the visualization, a scroll bar is automatically generated to allow the user to horizontally scroll to see all of the data. After upgrading to MicroStrategy Web 9. This Knowledge Base article describes an issue with Flash Visual Insight show data dialog that does not provide a scroll bar for larger content. x Visual Insight (VI), the user does not have the ability choose attribute forms from inside VI. Transform those datasets into visually-compelling, interactive data representations (visualizations). Once the Visual Insight page has loaded, navigate to the View Source option of the Web Browser. css which prevents the icon from showing. Select More Options at the bottom of the pane. 4. 0, the report can be viewed as a graph without any issues: Create an analysis on visual insight object with the bar graph visualization. Date filter in Visual Insight displays elements in a reversed order in MicroStrategy Web 9. 6. x where the fill color of a visualization is not maintained when exporting to Excel from a Visual Insight dashboard or Dossier. 0 - 10. Create a Visual Insight dashboard using the report from step 1 as a dataset. It impacts all Visual Insight dashboards that are reopened after making changes in an underlying reportThis document discusses about a known issue in MicroStrategy Mobile 10. KB237186: Graph Vertical Axis elements cannot be used as a filter in Visual Insight in MicroStrategy Web 9. Click Next when you finish selecting metrics, filters, and transformations. When trying to edit a Group in Visual Insight, the scroll bars are missing for the "Selected Elements" box. Visualizations provide multiple ways to display and interact with the data from the VI dashboard's dataset. Create a Dashboard using both Reports as datasets. Follow the steps below using the MicroStrategy Tutorial project: 1. Click the name of your report to execute it. 5%, the slices do not appear in the pie chart visualizations as seen below. xHowever, there is still a way for users to view back-end data in a Visual Insight dashboard. 2. First, you open a blank document and select a report to use as the document's dataset. The function returns the moving difference between current and preceding values.