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Patent Information
This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos.
6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,567,796, 6,587,547, 6,606,596, 6,658,093,
6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,741,980, 6,765,997, 6,768,788,
6,772,137, 6,788,768, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693,
6,885,734, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251,
7,039,165, 7,082,422, 7,113,993, 7,127,403, 7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181,
7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562,
7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048, 7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161,
7,861,253, 7,881,443, 7,925,616, 7,945,584, 7,970,782, 8,005,870, 8,051,168, 8,051,369, 8,094,788, 8,130,918,
8,296,287, 8,321,411 and 8,452,755. Other patent applications are pending.
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Phone: 877.232.7168
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Table of Contents
TABLE OF CONTENTS
Preface
Course Description.................................................................... 11
Who Should Take This Course .............................................. 12
Follow-Up Courses ................................................................ 12
Course Objectives ................................................................. 13
About the Course Materials ......................................................... 14
Content Descriptions ............................................................. 14
Learning Objectives ............................................................... 14
Lessons ................................................................................. 14
Opportunities for Practice ...................................................... 15
Typographical Standards ....................................................... 15
MicroStrategy Courses ................................................................ 18
Core Courses......................................................................... 18
Advanced Courses ................................................................ 19
1. Introduction to
MicroStrategy
Analytics
Table of Contents
Prompts ................................................................................. 36
Lesson Summary......................................................................... 37
2. Introduction to
MicroStrategy Web
3. Report Services
Dashboards
4. Visual Insight
Table of Contents
5. Documents
6. Reports in
MicroStrategy Web
7. OLAP Services in
MicroStrategy Web
Table of Contents
8. Prompts in
MicroStrategy Web
9. Manipulating and
Distributing Reports
and Documents
Table of Contents
A. MicroStrategy Web
Privileges by User
Table of Contents
10
PREFACE
Course Description
This 1-day course provides an overview of report analysis in MicroStrategy
Web. This course focuses on the report manipulation functionality available to
MicroStrategy Web Reporter and Analyst end users. The topics covered in this
course include:
Documents
MicroStrategy Mobile
11
Preface
Document Developers
Follow-Up Courses
After taking this course, you might consider taking the following courses:
Preface
Course Objectives
After completing this course, you will be able to:
Describe the components of a report, and the options for creating reports.
Create and save reports using the predesigned report and the blank report
options. (Page 128)
Course Objectives
13
Preface
Content Descriptions
Each major section of this course begins with a Description heading. The
Description introduces you to the content contained in that section.
Learning Objectives
Learning objectives enable you to focus on the key knowledge and skills you
should obtain by successfully completing this course. Objectives are provided
for you at the following three levels:
Lessons
Each lesson sequentially presents concepts and guides you with step-by-step
procedures. Illustrations, screen examples, bulleted text, notes, and
definition tables help you to achieve the learning objectives.
Preface
Review
Case Study
Business Scenario
Exercises
Typographical Standards
The following sections explain the font style changes, icons, and different
types of notes that you see in this course.
Actions
References to screen elements and keys that are the focus of actions are in
bold Arial font style. The following example shows this style:
Click Select Warehouse.
Code
References to code, formulas, or calculations within paragraphs are
formatted in regular Courier.New font style. The following example shows
this style:
Sum(Sales)/Number of Months
15
Preface
Data Entry
References to literal data you must type in an exercise or procedure are in
bold Arial font style. References to data you type that could vary from user to
user or system to system are in bold italic Arial font style. The following
example shows this style:
Type copy c:\filename d:\foldername\filename.
Keyboard Keys
References to a keyboard key or shortcut keys are in uppercase letters in bold
Arial font style. The following example shows this style:
Press CTRL+B.
New Terms
New terms to note are in regular italic font style. These terms are defined
when they are first encountered in the course. The following example shows
this style:
The aggregation level is the level of calculation for the metric.
Precedes Exercises
Preface
17
Preface
MicroStrategy Courses
Core Courses
18 MicroStrategy Courses
Preface
Advanced Courses
All courses are subject to change. Please visit the MicroStrategy website for the latest
education offerings.
MicroStrategy Courses
19
Preface
20 MicroStrategy Courses
1
INTRODUCTION TO
MICROSTRATEGY ANALYTICS
Lesson Description
This lesson introduces you to the basic components of the MicroStrategy
Analytics Platform and architecture. It also describes key MicroStrategy
reporting terminology so that you can better understand the objects you use
while working in the MicroStrategy Web interface.
21
Lesson Objectives
After completing this lesson, you will be able to:
Describe the MicroStrategy Analytics architecture and business intelligence,
and define basic MicroStrategy reporting terminology.
After completing the topics in this lesson, you will be able to:
Explain the purpose of reports and documents. Describe how each of the
basic MicroStrategy objects are used in reporting. (Page 29)
22 Lesson Objectives
23
Big Data analytics enable you to not only connect to the largest of datasets,
but also intelligently transform and aggregate petabytes of data into
gigabytes of in-memory data for agile data discovery.
MicroStrategy Analytics Platform
Architecture
MicroStrategy Analytics Desktop and Express make data source and
architecture configuration almost transparent to end users, while
Enterprises suite of applications cater to larger, more sophisticated
implementations. Because of this, the following sections focus on
MicroStrategy Analytics Enterprise architectural components:
Analysis
Metadata
Data sources
MicroStrategy Architecture
25
Analysis
MicroStrategy applications enable you to intuitively interact with your
business intelligence system and enable you to do everything from rapid data
discovery to predictive analytics. User-friendly and robust analysis and
analytics tools in your business intelligence system ensure your data is not
lost in the last mile.
MicroStrategys unified Web interface is a single code base that provides BI
functionality to all users, ranging from basic reporting functionality for
novice users, to interactive analysis functionality for analysts, to full report
design functionality for power users and IT professionals.
Because of the way it is designed, the MicroStrategy Web interface can
deliver your spur-of-the-moment visualizations or storyboarded dashboards
equally well to multiple different interfaces, including: mobile devices, Web
browsers, third-party enterprise portals, and to Microsoft Office
applications like Excel, Word, and PowerPoint using Web services.
For example, you can use MicroStrategy Report Services to design a
dashboard with key corporate KPIs for a CEO to read every morning from her
laptop. If the CEO does not want to be tied to a Web browser, you can use
MicroStrategy Mobile to transform the dashboard into a full-fledged,
interactive app for Android and iOS phones and tablets, enabling the CEO to
check relevant data from anywhere.
You can host your MicroStrategy applications, along with your data sources
and metadata, on premises, or you can use MicroStrategy Cloud. Using
MicroStrategy as a platform-as-a-service reduces your infrastructure
overhead, increases scalability, and reduces costs, while continuing to
provide access to MicroStrategys range of applications.
In this course, you will learn how MicroStrategy Web provides numerous
methods for viewing and analyzing your data.
Metadata
All MicroStrategy analysis, development, delivery, and administration
applications can share a common metadata in your environment. A metadata
database contains information that enables MicroStrategy applications to
retrieve and display data from data sources. The metadata stores
MicroStrategy object definitions and maps MicroStrategy objects to the data
source structures and content.
Data Sources
At the base of the MicroStrategy Analytics Platform architecture is your data.
MicroStrategy supports a spectrum of data sources, from unmodeled,
imported spreadsheets to petabyte-sized databases:
Relational databases
Columnar databases
MapReduce databases
27
All MicroStrategy objects are stored in your metadata database. The main
role of these objects is to enable presentation and analysis of your data. The
most entities in reporting are:
Attributes
Facts
Metrics
Hierarchies
Filters
Prompts
29
The report template determines which objects are displayed on the report.
Templates in Reporting
In addition to reports, you can use documents to display and interact with
data in MicroStrategy Web. A document may contain all of the objects from a
single report or multiple reports or only some of the objects. You can also
include images, hyperlinks, autotext, lines, boxes, and a variety of other
formatting features that yield a customized, Pixel Perfect presentation.
Report Services (RS) dashboards are the most popular type of document,
because they enable you to represent data in a highly interactive and visually
appealing manner, as shown below:
DocumentCorporate Sales Overview RS Dashboard
31
Attributes
Attributes are the descriptive data in data sources that you can display on a
report or document. An attribute contains information such as customer
names, account numbers, products, regions, or employee names. You can
display attributes in a report or document and use them to filter data so that
reports and documents only display specific customers, regions, and so forth.
The following illustration is an example of how attributes are used in a
report:
Attributes in Reporting
In the report above, Region, Category, Subcategory, and Year are all
attributes that have been placed on the report. The individual items that
display under each attribute header, such as Comedy and Action, above, are
referred to as attribute elements.
Also, the preceding report only displays data for one region (Mid-Atlantic),
two categories (Books and Movies), and one year (2012). The data source
contains additional regions, categories, and years, but the report displays
only these specific elements because it is filtered using the Region, Category,
and Year attributes.
As a MicroStrategy Web user, you do not create attributes. However, they are
an essential part of displaying and filtering data on reports and documents.
When analyzing a report or document, you may need to add or remove
attributes or filter the data using specific attributes, so understanding them is
essential to manipulating reports and documents.
Facts
Facts are data measures used to analyze the data source, and typically, they
are numeric and aggregatable. Profit, cost, inventory, and sales are a few
examples of facts.
Facts in Reporting
Metrics
Metrics are calculations performed on the data source that display in reports
and documents. They are built using mathematical operations on facts or
other metrics. Some example metrics include Cost, Average Revenue, Count,
and so forth.
The following illustration provides an example of how metrics are used in
reporting. The Revenue metric sums revenue data, and the Units Sold metric
sums unit sales data. Both of these metrics are built using facts that point to
the appropriate revenue and unit sales data in the data source:
Metrics in ReportingRevenue and Units Sold
33
Hierarchies
Hierarchies enable you to browse attribute data in a project. Generally, they
group together related data. For example, a Time hierarchy may enable you
to browse the Year, Quarter, Month, and Day attributes.
You can also use hierarchies to drill from one level of data to another on a
report. For example, a report may display yearly data, but through a
hierarchy, you could drill down to the quarterly data for each year on the
report. Hierarchies also enable report developers to browse the data and
select the elements needed to create reports and documents.
The following illustration shows an example of using hierarchies to select
which information to display on a report
Hierarchies
Filters
Filters define the conditions that data must meet to be included in the report
result set. Along with the template, it is the other primary object that
comprises a report. You can specify filter criteria based on attributes or
metrics, as well as other application objects. Only data that meets all of the
filter conditions displays in the final result set of a report.
The following illustration shows the filter for a report:
Filters in Reporting
In this report, the filter contains three conditions. It only shows data for
2012, the Mid-Atlantic region, and the Books and Electronics categories.
Only data that meets all three of these conditions displays in the result set.
You do not see data from the data source for other regions, categories, or
years.
Many of the reports that you run will already have a defined filter. However,
you may also be prompted to select the filtering conditions for a report, or
you may choose to modify the report by changing the criteria in the filter.
35
Prompts
Prompts are objects that enable users to select the information to be included
in a report or document at run time. They can be embedded in templates,
filters, and metrics, enabling you to select the layout, conditions, or
calculations for a report or document.
The following illustration shows prompts in a report filter:
Prompts in Reporting
In this report, the prompt is included in the filter, and it enables the user to
select from a list of years. In this example, the user selected the year 2012.
When you work with reports and documents in MicroStrategy Web, they may
contain prompts that you need to answer to display the final result set. You
will learn more about responding to prompts later in this course.
Lesson Summary
In this lesson, you learned the following:
A report is a request for specific data that has a defined layout and format.
Reports and documents are used to display and interact with data.
Filters define the conditions data must meet to be included in the result
set.
Attributes are descriptive data that you can use in a report or document.
Prompts enable end users to select which objects to include in the report
at run time.
Lesson Summary
37
38 Lesson Summary
2
INTRODUCTION TO
MICROSTRATEGY WEB
Lesson Description
This lesson introduces you to the capabilities of MicroStrategy Web, describes
the three versions of MicroStrategy Web, and illustrates the MicroStrategy
Web interface. This course provides an overview of how the interface works
and explains how to navigate and perform basic functions within the interface.
You will learn how MicroStrategy Web enables business users to view and
analyze data. You will also learn how to access projects, navigate within the
MicroStrategy Web interface, and browse objects.
39
Lesson Objectives
After completing this lesson, you will be able to:
Navigate the MicroStrategy Web interface to perform basic functions,
including browsing and searching for objects and executing and viewing
static reports and documents.
After completing the topics in this lesson, you will be able to:
Describe the versions of MicroStrategy Web that are available. (Page 45)
Explain and use the features of the MicroStrategy Web interface. (Page
46)
40 Lesson Objectives
Tables
Graphs
Gauges
Conditional formatting
Text labels
41
When enabled, users can drill down for more detailed information on any
MicroStrategy document. This functionality is available in MicroStrategy
reports as well.
Visual Insight (VI) empowers business users to quickly create their own
unique visualizations of data. VI is available with Report Services, and it
provides users with the ability to manipulate data and visualizations
on-the-fly.
43
For example, a business user can use Visual Insight to create a visual
depiction of the volume and profitability of sales for each geographic region.
Similarly, he can create a VI dashboard to analyze the number of flights
delayed or cancelled on different days of the week as shown in the following
image:
Example Visual Insight Dashboard
Business users can then interact with the visualization to gain further insight
into their data. The Visual Insight analyses refresh with every change so that
the visualizations always reflect the data desired.
45
Projects Page
The projects page displays the names and descriptions of all the available
projects. You can access any project for which the administrator has granted
you permission. The following image shows the home page:
Projects Page
Login Page
Depending on your configuration, before you can access a project in
MicroStrategy Web, you generally have to log in to the project with a user
name and password. The following image shows the login page:
Login Page
47
The MicroStrategy Icon is located in the top left corner of each MicroStrategy
Web page. Clicking the icon displays a menu with links to important
MicroStrategy pages and functionality.
Navigation Toolbar and MicroStrategy Icon
The back, forward, and Up icons are used for navigating to the previous
page, next page, or the folder that is above your current folder,
respectively:
Navigation Toolbar and Other Icons
49
The navigation toolbar displays information about the current page. In the
example below, the current page is a document, so the name of the document
is displayed in the toolbar. Clicking on the text for the current page will,
where possible, display where the current object, such as a report or
document, is located in the folder structure for your project. Clicking on the
name of a folder will take you to that folder.
Viewing Your Location Using the Navigation Toolbar
you have work open in the current page, remember to save it before
Ifnavigating
to a different page. You use the action bar to save your
work.
Menu Bar and Action Bar
The menu bar contains text, such as Home and Tools. The action bar is
displayed below the menu bar and it contains icons such as the Save As... icon
and the Redo icon. The options displayed and available on each bar vary
depending on context and on your privileges. For example, the Create New
Folder icon is only available when you are browsing project folders and you
have permission to create a new folder in the current folder location.
Browsing Objects
After you access the project home page, you can browse the project objects
(folders, reports, and so forth) that are available to you. The highest level
folders that enable you to browse project objects are the Shared Reports and
My Reports folders.
51
The image below shows an example of a Folders Page for the Shared Reports
Folder:
Example Folders PageShared Reports
Reports that display in grid format are denoted using the following icon:
Grid Report
Reports that display in graph format are denoted using the following icon:
Graph Report
Some icons contain additional information about the format of the report or
document in a small circle in the bottom-right of the icon. For example,
documents that display in Flash Mode have icons that contain blue circles
with the letter F.
Icon for a Document that Displays in Flash Mode
Begin by typing part of the name of the object you want to find in the Search
box. The search functionality tries to predict the rest of the name: you can
press the right arrow key on your keyboard to accept the top suggestion, or
choose another suggestion from drop-down list.
53
Lesson Summary
In this lesson, you learned the following:
The home page displays the names and descriptions of all the available
projects.
Before you can access a project in MicroStrategy Web, you generally have
to log in to the project with a user name and password using the login
page.
54 Lesson Summary
Detailed Instructions
1 Depending on the configuration of your training environment, do one of
the following:
On the Start menu, select All Programs, select MicroStrategy Products,
and select Web.
OR
55
Open your Internet browser and type the URL address provided by your
instructor. On the MicroStrategyUniversity page, click Connect to
MicroStrategy Web.
Using the various radio buttons, analyze the Worldwide Summary graph.
Based on the Worldwide Summary graph, how many new cases were
there in North America in November of 2012?
9 At the top of the dashboard, click Support Region Performance.
The Support Region Summary bubble grid shows data for cases by time
and support center. In the default view, bubble size corresponds to
number of closed cases. Which support center had the highest number of
closed cases in June of 2012?
57
Exercise Answers
Using Selectors and Widgets
11) Using the Worldwide Summary graph, how many new cases were there in
North America in November of 2012? 849
13) Which support center had the highest number of closed cases in June of
2012? Mexico City
58 Exercise Answers
3
REPORT SERVICES
DASHBOARDS
Lesson Description
In this lesson, you will learn the basic concepts behind MicroStrategy Report
Services dashboards.
59
Lesson Objectives
After completing this lesson, you will be able to:
Describe how you can use MicroStrategy Report Services to create
interactive, user-friendly RS dashboards.
After completing the topics in this lesson, you will be able to:
60 Lesson Objectives
61
63
Report Services (RS) dashboards are documents that enable business users
to interact with their data. RS dashboards typically consolidate many reports
into a single display through the use of multiple layers. Layers enable users to
follow a guided workflow, where they can identify problems and take
immediate action based on what they see within the layers of a single
document. The following features enable you to create multilayered RS
dashboards:
65
The following image shows the same Support Center Operations Dashboard
panel with some modifications using the various selectors:
Sample DocumentInteractivity on Overview Panel
You can select a different RS dashboard panel to view another layer in the
document. The following image shows the Support Region Performance
panel of the RS dashboard:
Sample DocumentSupport Region Performance RS Dashboard Panel
67
You can select the third RS dashboard panel to view yet another layer in the
document. The following image shows the Product Adoption RS dashboard
panel:
Sample DocumentProduct Adoption RS Dashboard Panel
The top portion of this panel has a metric selector that lets you choose
between Open Cases EOM and New Cases, each containing different sets of
grids and graphs. It also includes a graph on the bottom half of the RS
dashboard that illustrates the trend of a selected metric over time. The panel
selector above enables for variety in how the selected trend is displayed.
69
The following image shows the same Product Adoption RS dashboard panel
with some modifications to the document using the panel selector:
Sample DocumentInteractivity on Product Adoption Panel
The panel at the bottom now displays a new set of grids with product
adoption information.
As you can see, with the variety of panels, selectors, and Flash features, this
RS dashboard provides many different levels of analysis in a single
document, gives users flexibility to easily change views, and displays the data
in a professionally appealing manner.
Editable Mode is intended for document designers who want full access to
all of the editing capabilities of Report Services. In this mode, you can
interact with a document by using selectors to switch panels in a panel
stack, but you can also change any aspect of the documents appearance.
This mode is only mode in which you can alter a document as you view its
data content.
Flash Mode is the MicroStrategy Web display mode that you use when
your document contains any Flash widgets or Flash-specific formatting. It
also provides full interactivity to users in that they can use selectors to
change panels in panel stacks or use selectors to change the data
displayed within Flash widgets.
Flash Widgets
As you now see, including Flash widgets in a MicroStrategy RS dashboard
enhances its interactivity and visual appeal. MicroStrategy offers a variety of
the out-of-the-box Flash widgets, a handful of which are highlighted below.
71
Gauge Widget
A Gauge widget is much like a cars speedometer. It displays a needle that
moves within a range of numbers shown on the gauge, as shown below:
Gauge Widget
The needle within the gauge is a visual representation of the single metric
value.
see an example of a gauge widget in a document, run the Regional
ToPerformance
Management Dashboard in the Shared Reports >
Dashboards and Scorecards folder.
see an example of the Time Series Slider widget, run the Financial
ToStatements
document in the Shared Reports > Dashboards and
Scorecards folder.
73
As you select regions, more series display in the area chart. When all of the
series display, the chart represents the total of all the series. If you want to
view how a single series contributes to the total, simply click a single region.
If you want to view how multiple series contribute to the total, use the CTRL
key to multiselect several regions (highlighted in the image below). This type
of widget enables you to quickly analyze how the individual parts make up
the whole, which is useful when analyzing percent-to-total contributions.
another example of an Interactive Stacked Graph widget, run
TotheseeSupport
Center Dashboard in the Shared Reports > Dashboards
and Scorecards folder.
Heat Map
Heat maps (also called Treemaps) display a combination of colored
rectangles, each representing an attribute element. Heat Maps enable you to
quickly grasp the state and impact of a large number of variables at once.
Heat Maps are often used in the financial services industry to review the
status of a portfolio. The size of each rectangle represents its relative weight.
The color represents the relative change in the value of a rectangle. The
smaller rectangles represent individual elements that form the larger
rectangle.
For example, in the image below, the Heat Map displays several rectangles.
Each rectangle represents individual subcategories. The large rectangles
represent the categories to which those subcategories belong. The size of each
subcategory rectangle represents its relative weight in terms of Revenue. The
color represents the state of the individual subcategories in terms of Profit.
The red rectangles have the lowest profit while the green rectangles have the
highest Profit. When you place your cursor over any individual rectangle, a
tooltip displays to show the Revenue and Profit data for the Subcategory
depicted.
Heat Map Widget
see another example of a heat map widget, run the Region Category
ToAnalysis
RS dashboard in the MicroStrategy Tutorial > Shared
Reports > MicroStrategy Platform Capabilities > MicroStrategy
Report Services > MicroStrategy Widget Library folder.
75
Lesson Summary
In this lesson, you learned:
76 Lesson Summary
The Gauge widget is a single value widget that displays a needle moving
within a range of numbers shown on the gauge.
The Time Series Slider widget enables users to set the range of
time-related data in the macroview graph that is visible in a separate
microview graph.
Lesson Summary
77
78 Lesson Summary
Detailed Instructions
Identify counties with high population growth
79
4 When the RS dashboard executes in Flash Mode, it will look like the
image below:
5 On the left side of the RS dashboard lies a fish eye selector widget listing
all 58 California counties. Select the top county in terms of population
growth from the list.
6 From the Total Minutes Commuted One-Way to Work graph, note how
many commuters spend more than 60 minutes commuting to work.
9 Repeat steps 5-8 for the remaining two of the top three counties in terms
of year-to-year population growth.
10 Of the top three counties in terms of year-to-year population growth,
which two offer the best business opportunities given the need for an area
with a large percentage of its population with some college or bachelor
degrees and a large number of commuters who spend more than 60
minutes in one-way transit to work?
Build a RS Dashboard
Overview
In this exercise, you will use one of the RS dashboard templates to create a
quick document from the Category Sales Report dataset. You will use your RS
dashboard to determine the most profitable Subcategories for each Category.
You will also determine which Subcategories within the Music Category
underperformed relative to their profit forecasts. When you complete the
exercise, your RS dashboard should resemble the following image:
Basic RS Dashboard from Template
81
Detailed Instructions
1 On the project home page, click New Document.
2 Under Dashboard Templates, click the 04 Title and Two Contents
document template.
3 On the left side of the screen, in the Dataset Objects window, click Add
Dataset.
22 Right-click Select / Move, point to View Mode, and select Graph View.
23 In the main toolbar, click Graph.
24 In the Graph drop-down list, select Pie.
25 In the MicroStrategy Web toolbar, click Interactive Mode.
83
Exercise Answers
Using Selectors and Widgets
4) What are the top three counties listed in terms of population growth in the
past year? Los Angeles, Riverside, and San Diego
10) Of the top three counties in terms of year-to-year population growth,
which two offer the best business opportunities given the need for an area
with a large percentage of its population with some college or bachelor
degrees and a large number of commuters who spend more than 60
minutes in one-way transit to work? San Diego and Los Angeles offer
the best opportunities as they have the greatest percentage of their
populations with at least some college and they have a large
number of commuters who spend more than 60 minutes in one-way
transit to work.
Build a RS Dashboard
27) What are the most profitable Subcategories within each Category?
Movies: Special Interests
Music: Soul / R&B
Books: Science & Technology
Electronics: Video Equipment
28) Which Subcategories of the Music Category underperformed relative to
their profit forecasts?
Alternative, Country, Pop, and Rock
Exercise Answers
85
86 Exercise Answers
4
VISUAL INSIGHT
Lesson Description
In this lesson, you will learn the features and functionality of Visual Insight in
MicroStrategy Report Services. In this lesson, you will see how Visual Insight
enables you to rapidly transform data into informative visualizations.
87
Visual Insight
Lesson Objectives
After completing this lesson, you will be able to:
Create Visual Insight dashboards.
After completing the topics in this lesson, you will be able to:
Explain how to use the Edit Visualization pane and create new layouts.
Describe the different visualizations available in VI. (Page 93)
88 Lesson Objectives
Visual Insight
89
Visual Insight
What is a VI Dashboard?
A VI dashboard is a document that utilizes VI technology to create vivid,
bright visualizations instantly. With its focus on immediate, graphical
representation, any business user can benefit from incorporating information
in a VI dashboard.
A VI dashboard is created by using the interactive VI panes as shown below:
Visual Insight Dashboard
Visual Insight
Creating a VI Dashboard
A VI dashboard is created from:
A report
An Intelligent Cube
Salesforce.com data
91
Visual Insight
After you have selected a data source and a visualization, MicroStrategy Web
converts the objects in the Intelligent Cube, report, or imported file into a
dataset and fills the dataset objects pane, as illustrated below:
VI Dashboard with New Dataset
Visual Insight
Vertical Axis
Horizontal Axis
Color By
Break By
Size By
93
Visual Insight
Certain visualizations will add unique drop zones to enable you to interact
fully with the visualization, such as: Vertical Axis, Horizontal Axis, Break By,
Color By, Size By, and so forth.
Attributes and metrics are placed in the drop zones by dragging them from
the Dataset Objects pane to the drop zones. If you try to place an object in an
incorrect drop zone, a red and white x will display over the object you are
dragging, and you will not be able to release the object.
When you make a change in the Edit Visualization pane, the visualization
pane automatically refreshes itself and displays the change.
Visualizations
VI offers bright, insightful displays in the visualization pane. The default
visualization when you open a VI dashboard is a grid. Other visualization
options include: Graph, Heat Map, Map, and Network. A handful of these
visualizations are detailed in the following pages.
Visual Insight
Heat Map
A Heat Map in VI behaves similarly to a Heat Map widget in a RS dashboard.
Like a Heat Map widget, a VI Heat Map uses large rectangles to represent the
highest level attribute and smaller, interior rectangles to represent the
individual elements of the larger rectangle. You can also choose metrics to
represent the size and color of each rectangle.
Visual Insight Heat Map
The main difference between a VI Heat Map and a RS dashboard Heat Map is
that the user accesses and interacts with the formatting options differently.
95
Visual Insight
Graph
A Graph visualization allows you to view your data in a graphical layout, such
as a bar graph or scatter graph. You can select from a variety of graph styles
to display the data. For example, the following image displays the vertical bar
graph style:
Vertical Bar Graph
While viewing a Graph visualization, you can swap the data displayed on the
horizontal axis with the data displayed on the vertical axis.
Visual Insight
The next image shows a couple of other graph styles for the Graph
visualization:
Bar and Area Graph Styles
Map Visualization
Visual Insight supports map visualization, including ESRI Maps
visualization. Map visualizations enable you to view your data based on the
location of the attribute you want to analyze. For example, if you want to view
the crime count for each police district using, the results would show a map
that marks each police district with a colored bubble. The color of the bubble
represents the crime count.
97
Visual Insight
Map Visualization
Visual Insight
Density Map
The Density Map visualization enables you to view data on a map that uses
color-coded density to show high or low concentrations of the object you
want to analyze. For example, in the image below, the density map is showing
the concentration of stores in New York. The state shows colored sections
ranging from blue to red, with blue representing a low concentration of stores
and red representing a high concentration of stores.
Density Map Visualization
99
Visual Insight
Image Layout
The image layout visualization displays a map that is overlaid with colored
areas or bubbles. The color of the area or bubbles comes from the value of a
metric within the visualization.
While the image layout visualization displays on a map, you do not have to
have a Google Maps API key to utilize this visualization. The image layout
visualization uses HTML map technology. Each area on a map, defined in a
shape file, is assigned a unique name that typically corresponding to a
geographical location. The attribute that you add to the Geo Attribute drop
zone should contain values that match the names defined for individual map
areas. The color of each map area is based on the value of a metric
corresponding the geo attributes element.
Image Layout
Visual Insight
Network Visualization
Network visualizations enable you to illustrate relationships that exist in your
data. Each circle, or node, represents an attribute element. The lines, or
edges, drawn between circles represent the relationship between the attribute
elements.
Network visualizations are highly customizable and can convey large
amounts information in a way that is easy to digest and useful. You can use
metrics to control edge color, edge size, and node size.
Network Visualization
101
Visual Insight
The other two network visualization layouts are circular layout and linear
layout. The circular layout places all the elements in one large circle with the
edges running through the center of the circle. The linear layout places all of
the elements in a line and arches the edges over and below them.
Network VisualizationCircular Layout
Visual Insight
You can change the network layout using the layout icons in the upper right
of the visualization.
Network Layout Icons
103
Visual Insight
Lesson Summary
In this lesson, you learned:
A report
Intelligent Cubes
Salesforce.com data
The three different types of Map visualizations are Map, Density Map, and
Image Layout.
Which slot machines had the highest profit margin on sunny days?
You can use the detailed instructions that follow for assistance.
Detailed Instructions
Open the VI dashboard
105
4 In the Casino Analysis layout, use the panel selector to view the $100
Jackpots panel and determine which slot machine has the highest
jackpot.
6 In the Edit Visualization pane, in the Size By pane, point to the Jackpot
Amount metric and click Remove.
7 In the Dataset Objects pane, drag the Handle metric to the Edit
Visualization pane, under Size By.
refers to the total amount of money wagered on an event or
Handle
within a given period of time.
8 Analyzing the Heat Map visualization, which slot machine has the lowest
handle?
107
Exercise Answers
Edit an Existing Virtual Insight Dashboard
4)In the Heat Map visualization displayed, determine which slot machine has
the highest jackpot? Machine 289
5) In the Heat Map visualization displayed, which slot machine has the
highest profit margin? Machine 1
9) Using the Heat Map visualization displayed, which slot machine has the
lowest handle? Machine 1
14) Using the Heat Map visualization displayed, which slot machine has the
highest handle on sunny days? Machine 145
15) Using the Heat Map visualization displayed, which slot machine has the
lowest profit margin on sunny days? Machine 241
5
DOCUMENTS
Lesson Description
This lesson provides an overview regarding documents other than RS
dashboards and VI dashboards in MicroStrategy Web, details the types of
documents, and explains the use of datasets.
109
Documents
Lesson Objectives
After completing this lesson, you will be able to:
Identify the different types of MicroStrategy documents and define the
components of the Document Editor.
After completing the topics in this lesson, you will be able to:
Describe the types of reports you can design with Report Services. (Page
111)
Documents
Reporting Capabilities
After completing this topic, you will be able to:
Describe the types of reports you can design with Report Services.
Operational Reports
Reporting Capabilities
111
Documents
Operational Reports
Operational reports organize data into densely-populated documents that
contain various rows of detail grouped in an easy to read fashion. The image
below shows an example of an operational document created with Report
Services:
Operational Report Example
Documents
Reporting Capabilities
113
Documents
Documents
Document Editor
After completing this topic, you will be able to:
Identify the components of the Document Editor.
Document Editor
115
Documents
The document displays in an easy to read format with each metric calculating
to display accurate data. When you review the same document in Design
Mode, you see the structure of the document and its objects, without seeing
the actual data:
Category Sales and Profit Performance Document in Document Editor
Documents
Document Editor
117
Documents
Documents
119
Documents
The following image displays another layout of the same document, which
groups data by Subcategory only:
Multiple-Layout DocumentSecond Layout
Documents
Lesson Summary
In this lesson, you learned:
Classic business reports group together data using charts and grids so that
it is easy to read.
The Document Editor consists of the Accordion, the Layout Area, and the
Grouping Panel.
Lesson Summary
121
Documents
123
Detailed Instructions
Execute the document
13 Change the menu options in the Grouping Pane for Category: and
Subcategory: to (All) and the Region: menu option to Southeast if
necessary.
14 Check your document against the image below. Notice that the Quarter
Sales figure in the Region header now displays two decimal points.
125
Exercise Answers
Modify an Operational Report Document
6
REPORTS IN MICROSTRATEGY
WEB
Lesson Description
This lesson provides an overview of reports in MicroStrategy Web. You will
then learn the components of a MicroStrategy report and how to create new
reports of your own.
127
Lesson Objectives
After completing this lesson, you will be able to:
Describe the components of a report, and the options for creating reports.
Create and save reports using the predesigned report and the blank report
options.
After completing the topics in this lesson, you will be able to:
Describe the three components of the Design Mode interface used to create
reports in MicroStrategy Web. (Page 134)
What Is a Report?
After completing this topic, you will be able to:
Describe the components that make up a report.
Now that you are already familiar with MicroStrategy documents and RS
dashboards, it is important to examine the key building block of these tools
reports. Reports are the focus of business intelligence analysis and enable
users to gather business insight through data analysis. The results from any
MicroStrategy Web report is often just a starting point for further business
intelligence investigations.
A simple report typically has at least one attribute, one metric, and a report
filter. Not all of these components are required, but the data returned is often
more meaningful when you use them.
A report is a request for specific data from the data source. It consists of a
template plus any desired filtering criteria.
Report
A template specifies what information to retrieve from the data source and
how this information is displayed in the report results.
What Is a Report?
129
A report filter specifies the conditions that the data must meet to be included
in the report results.
When a report is executed, you obtain a formatted collection of all of the
objects (such as attributes and metrics) specified on the template that have
satisfied the filtering conditions of the report filter. For example, a report can
show you a list of stores in a specific region, the price and volume of stock for a
given period of time, or other important information. You can change the
reports formatting details to suit your requirements and preferences.
Whenever you create a report, you also create a template and a report filter.
Although you may not specifically define and use a separate template or report
filter object, these are the objects that logically make up a report definition.
The Template
A template specifies what information to retrieve from the data source and how
this information is displayed in the report results. Templates may contain any
of the following objects, in any combination:
Attribute Forms
Dates
Metric Values
What Is a Report?
131
Creating Reports
After completing this topic, you will be able to:
Create your own reports in MicroStrategy Web.
You can create your own reports in MicroStrategy Web using predesigned
reports. A predesigned report is a partially defined report that serves as a
foundation for creating new reports. It may already have objects in the Report
Objects tab or the template, and it may already have report filter conditions
defined. Using this predesigned report, a report designer can build new reports
based on his or her reporting needs.
Also, you can create your own reports in MicroStrategy Web using prompted
predesigned reports. A prompted predesigned report contains prompts that
enable you to build the template and filter content for the report.
To access these predesigned reports, you need to use the Create Report option.
You can access this option from the MicroStrategy Web project home page,
from a report page (when viewing any report), or from the top of any Web page
using the navigation toolbar.
There are three options for creating new reports in MicroStrategy Web:
Creating Reports
133
Design Mode
After completing this topic, you will be able to:
Describe the three components of the Design Mode interface used to create
reports in MicroStrategy Web.
1 The template definition window allows you to define the report layout by
adding objects to the rows, the columns, or the page-by area from the
Report Objects pane or the All Objects pane.
2 The Report filter definition window allows you to specify the conditions the
data must meet in order for it to be retrieved from the data source.
3 The Object Browser enables you to view the objects included in the report
and to navigate through the project to locate objects you want to add to the
report.
The Report Objects pane displays the objects that are currently part of
the report definition. This pane provides access to MicroStrategy
Attributes, Metrics, and other objects that can be added to the
template by the Report Developer.
The All Objects pane enables you to navigate through the project to
select and add additional objects to the report.
The MDX Objects pane allows users easier access to the rich set of
MicroStrategy reporting and analysis functionality on the data in your
MDX cube source.
The Notes pane allows users to actively collaborate online with other
MicroStrategy Web users. You can think of notes as annotations or
comments attached to a document.
Design Mode
135
Lesson Summary
In this lesson, you learned the following:
Reports are the focus of business intelligence analysis. They enable users to
gather business insight through data analysis.
A template specifies what information to retrieve from the data source and
how this information is displayed in the report results.
A report filter enables you to limit the data to a specific area of interest.
You can create reports using predesigned reports, including the Report
Builder.
Design Mode is a powerful feature that allows the report developer to create
or modify a report through an intuitive interface that includes the Object
Browser, the template definition window, and the filter definition window.
137
Detailed Instructions
Create a new report
3 In the All Objects pane, if you do not see gray triangles next to folders, click
view mode to switch from list mode to tree mode.
12 In the top of the All Objects pane, in the drop-down list, select Metrics.
22 Click Save.
23 In the Save As window, in the Save in drop-down list, select My Reports.
24 In the Name box, type Profit for Best-Selling Subcategories by
Customer Region for 2012.
25 Click OK.
26 In the Report Saved window, click Run newly saved report.
139
7
OLAP SERVICES IN
MICROSTRATEGY WEB
Lesson Description
This lesson describes commonly used OLAP Services features in MicroStrategy
Web. This lesson describes the features including Intelligent Cubes, data
import, derived elements, derived metrics, and view filters.
141
Lesson Objectives
After completing this lesson, you will be able to:
Describe and use selected OLAP Services features in MicroStrategy Web.
After completing the topics in this lesson, you will be able to:
List the types of analysis that are provided by the OLAP Services product.
(Page 143)
Data Import
Data Import is a feature of OLAP Services that enables MicroStrategy
customers to import data easily from unmodeled data sources. These data
sources include local files, databases, and even SalesForce.com. After the
data is imported, it is mapped to attributes and metrics in the metadata and
published as an Intelligent Cube. The published Intelligent Cube is used to
create reports, documents, or VI dashboards. The data import feature
expands the variety of data sources that you can use in your MicroStrategy
reports and documents to include Excel spreadsheets, CSV files, and other
databases.
143
Derived Elements
A derived element is a grouping of attribute elements for the purposes of
display and aggregation. You can group multiple elements on a grid to
display as a single element, replacing its individual components.
For example, consider the following grid with Region on the rows and the
Revenue metric and the Quarter attribute in the columns:
Report without Derived Elements
There are eight regions on the report, many of which you could combine to
form larger regions. You can group the Northwest and Southwest regions and
display them on the report as one elementWest. The Revenue metric is
automatically aggregated to include data for both derived elements:
Report with West Derived Element
145
You can create derived elements on a grid within the Document Editor only if
the grid is based on view report or Intelligent Cube datasets.
Derived Metrics
OLAP services also provides the ability to create metrics on the fly, known as
derived metrics. Derived metrics are calculations that use at least one metric
from a document's dataset in combination with functions and operators.
Derived metrics can be created and modified in documents as well as Visual
Insight analyses.
147
With OLAP Services, you can create a derived metric and immediately insert
it into your VI dashboard. The initial VI dashboard showed Electronics as the
category responsible for the most revenue, creating a derived metric for
Profit Margin and inserting it into the visualization in place of Revenue
enables you to see that Books is the category with the highest profit margin:
Visual Insight Dashboard With Derived Metric for Profit Margin
View Filters
While the report filter actually determines what data is retrieved from the
database, a view filter is used to display only a subset of the full result set.
The report filter actually determines what data is retrieved from the
database, but a view filter is used to display only a subset of the full result set.
Many reports may not even have view filters as they are not required. Just as
with report filters, you can display the view filter from any one of the three
report views: Grid, Graph, or Grid and Graph.
For example, you are responsible for reviewing the Customer Region
performance on the East Coast, however the Performance by Customer
Region document displays information for all regions.
Performance by Customer Region Document Without View Filters
With OLAP Services, you can create a view filter on the fly to customize the
document to display only the information in which you are interested.
Call Center Performance Document With View Filters
149
Lesson Summary
In this lesson, you learned the following:
151
Detailed Instructions
1 Log in to the MicroStrategy Tutorial project.
2 On the project home page, in the Search box, type Category
Performance Dashboard.
3 Click Category Performance Dashboard in the results.
there are multiple entries for Category Performance Dashboard
Ifreturned,
you can select any one of them.
Create a Derived Element
9 Click OK.
10 In the Subcategory Performance grid, confirm that the Video Equipment
and Audio Equipment attribute elements now display in one line as A/V
Equipment.
Create a View Filter
11 Right-click any column in the Supplier Analysis grid and select Edit
View Filter.
12 In the View Filter window, click Add Condition.
13 In the Filter On drop-down list, select Revenue.
14 In the Operator drop-down list, select Highest(%).
152 Exercises: OLAP Services in MicroStrategy Web
153
Exercise Answers
Creating Derived Metrics, Derived Elements, and View Filters
18)How many suppliers are in the Top 25% of Suppliers Electronics suppliers
in the Southeast? 6
19)What is the sell-through percentage for 2012 for electronics sales in the
South? 75.7%
8
PROMPTS IN MICROSTRATEGY
WEB
Lesson Description
This lesson introduces you to prompts in MicroStrategy Web. It explains how
to execute prompted reports and documents and describes the various prompt
display options. It also explains how to reuse prompt answers and interact with
prompts.
155
Lesson Objectives
After completing this lesson, you will be able to:
Execute and save prompted reports and documents, describe various prompt
display options, interact with prompts and save and reuse prompt answers.
After completing the topics in this lesson, you will be able to:
157
Required Prompts
If a prompt is required, you must provide an answer to the prompt before the
report or document will execute. Required prompts are labeled (Required).
If the prompt is optional, you can choose whether to respond to the prompt.
If you do not provide an answer, the report or document will execute without
it
Single Prompts
Sometimes, reports and documents contain only a single prompt to which
you need to respond. This scenario is the simplest one for answering
prompts.
Initially, you execute a prompted report or document just like static ones by
clicking the report or document. However, instead of seeing the wait page
followed by a result set, you are first presented with the prompt. The
following image shows an example of a report that contains a single prompt:
Report with a Single Prompt
159
If you select Electronics and Books as the prompt answers, you would see the
following result set:
Result Set for the Report
Multiple Prompts
Sometimes, prompted reports and documents are a little more complex, and
they require multiple prompts. A report or document can contain any
number of prompts. When a report or document has multiple prompts, they
can each display on separate pages or on a single page.
The following image shows an example of a report that contains multiple
prompts displayed on one page:
Document with Multiple Prompts
161
save prompt answers for future use, the prompt designer must
Toenable
this feature in the prompt definition and the administrator
must enable it for the project in the project preferences.
Moreover, if the report designer places a shortcut to the same prompt in
multiple reports, you can access your saved answers in all of those reports.
The following image shows the option for saving prompt answers:
Option for Saving Prompt Answers
The following image shows the option for reusing saved prompt answers:
Option for Reusing Saved Prompt Answers
163
Lesson Summary
In this lesson, you learned the following:
Prompts are objects that enable you to select the information to include in
a report or document at run time.
You can save the prompt answers and reuse them the next time you run
the same report.
165
Detailed Instructions
Run the document
6 In the Selected list, hold SHIFT and select the Central, South, and Web
regions.
7 Click Remove.
Confirm that the options available in the Grouping drop-down list in your
document match those in the expected document.
167
Next, you need to run a report called San Diego Sales. This report contains
the same prompts for the Supplier and Quarter attributes. For the Supplier
prompt, you should load the Selected Suppliers prompt answer. For the
Quarter prompt, you should load the Q1 & Q2 2012 prompt answer.
After you answer the prompts using your saved prompt answers, you can
finish running the report. The first part of the result set should look like the
following:
Detailed Instructions
Run the report
3 On the prompt page, for the Supplier prompt, remove the default
selection.
169
13 Select Home.
14 On the MicroStrategy Web project home page, in the Search box, type
San Diego Sales.
15 Click San Diego Sales report in the results
report uses the same prompts as the Sales by Supplier and
This
Quarter report you executed earlier in this exercise.
Answer prompts using saved personal prompt answers
16 On the prompt page, for the Supplier prompt, click Load Answers.
17 Select Selected Suppliers.
This saved prompt answer should include the following suppliers:
171
20 Click Run Report. Your result set should look like the following:
9
MANIPULATING AND
DISTRIBUTING REPORTS AND
DOCUMENTS
Lesson Description
This lesson describes many of the basic and advanced data manipulations you
can perform in MicroStrategy Web to analyze reports and documents. This
lesson covers such topics as drilling, subtotals, sorting, subscriptions, printing,
and exporting.
173
Lesson Objectives
After completing this lesson, you will be able to:
Perform basic and advanced data manipulations on reports and documents
in MicroStrategy Web.
After completing the topics in this lesson, you will be able to:
Subscribe reports and documents to the History List. Export and print
reports and documents in different formats. Share URL from reports or
documents. (Page 186)
MicroStrategy Web provides you with the ability to perform a variety of basic
data manipulations to help you analyze data. From sorting grid data to
drilling on grids or graphs, you will learn how to use basic MicroStrategy Web
functionality to make analysis easier.
Drilling
Drilling on a MicroStrategy Web grid or graph enables you to view data at
different levels than the ones originally displayed in the result set. It enables
you to quickly and easily analyze various levels of detail in a report. You can
drill in the following directions on a report:
Drilling down enables you to access data at a lower attribute level in the
same hierarchy. For example, if a report shows you sales by Month, you
can drill down to see sales by Day.
Drilling up enables you to see data at a higher attribute level in the same
hierarchy. For example, you can drill up from the Day level to the Month
or Quarter levels on a report.
Drilling to other directions lets you view data at any level in any
hierarchy. For example, you could drill from Day in the Time hierarchy
across to Region in the Geography hierarchy.
175
Document Linking
A link is a connection in a document to another document, a report, or a web
page. A link enables you to navigate from a source document to a target
document, report, or web page.
The title text box also contains a tooltip describing the destination for the
hyperlink. You define the tooltip within the text boxs properties.
177
Subtotals
You have the ability to add subtotals to reports and documents. Subtotals
reflect accumulations at selected attribute levels and can be applied
dynamically to any report. Some of the subtotals available include:
You can define subtotals, which calculate totals at various attribute levels in a
report, and grand totals, which calculate a total for all of the data on a report.
The document below displays various metrics for categories and
subcategories:
Grid in a Document
179
The following image shows the results of a grid after adding the subtotal and
grand total for Total.
Grid Subtotals
When a report contains subtotals, you have the option to toggle subtotals on
and off.
Sorting
Whenever you run a grid in a document, the result set is always initially
sorted using some default configuration that determines the order in which
data is displayed. It may be sorted by attributes, metrics on the grid, or some
combination of the two. However, you can change the way the data is sorted
and define your own sort criteria.
181
Quick Sort
Quick sort enables you to sort by one row or column at a time. You can define
quick sorts using either the Sort icons or the Sort right-click menu option.
The Sort icons must be enabled and differ depending on which view mode
you select to view the document.
In Express Mode, the drop-down list icon displays when you mouse over the
column header, providing access to Quick Sort options. In Interactive and
Editable Mode, right-clicking the header and selecting Sort provides Quick
Sort options. Flash Mode also displays Quick Sort icons when you mouse over
a column header. The direction they face (up or down) indicates whether
clicking the icon sorts the data in that row or column in ascending (up) or
descending (down) order. These icons toggle back and forth between
ascending and descending order each time you click them.
183
Thresholds
A threshold is conditional formatting applied to a metric. MicroStrategy Web
users can use thresholds to highlight metrics that meet predetermined
conditions. This feature enables document and RS dashboard users to
quickly identify key information. For example, the Product Performance
Detailed Analysis document depicts sales performance metrics for
Subcategories of Books for various time periods.
Product Performance Detailed Analysis Document
A document designer can improve the usability of this document through the
use of thresholds. In the image displayed below, months in which the Profit
Margin exceeds last months Profit Margin is bolded and in green font.
Months in which the Profit Margin went down compared to the previous
months is bolded and in red font.
Product Performance Detailed Analysis Document with Thresholds
185
History List
File
Email Subscriptions
You can schedule report and document data to be delivered in the following
ways:
Deliver data in the email message and also create a message in the History
List
Deliver both data and a link to the History List in the email message, and
create a message in the History List
Create a message in the History List and deliver the link to History List in
an email message
File Subscriptions
Creating a subscription to a file is similar to creating a subscription to email
or History List. However, when you create a subscription to a file, you need to
specify the location, usually a shared folder, where the report or document is
to be delivered.
you have the appropriate Distribution Services privileges, you can
Ifcreate
your own file location. File locations must be accessible by
Intelligence Server for the subscription to execute successfully. If you
have the privileges, you can add a new location directly in the
preferences page, or on the fly, when you create a subscription.
You can compress a saved file regardless of its format, as well as password
protect the compressed file.
187
Print Subscriptions
When you create a print subscription, in addition to the standard scheduling
options, such as subscription name, schedule, expiration date, and instant
preview, you also define a printer location, range of pages to be printed,
number of copies, and whether to collate.
you have the appropriate Distribution Services privileges, you can
Ifcreate
your own printer location directly in the preferences page, or on
the fly, when you create a subscription. Printer locations must be
accessible by Intelligence Server for the subscription to execute
successfully.
The report or document is printed as it displays in PDF Mode.
When you create a subscription to your History List, File, or Printer, you have
a choice to configure delivery notification to your email address. Each time a
new message for this subscription is created in your History List or sent to
file or printer, or if the existing message is updated by the schedule, you
receive an email notification with a link to that message.
HTML
Plain text
MHT
189
Email Link
Show Link
Show HTML
191
The Share window contains additional options for sharing, as shown below:
Share Window
Lesson Summary
In this lesson, you learned the following:
Drilling on a graph or grid enables you to view data at different levels than
the ones originally displayed.
You have the ability to add subtotals to reports and documents. Subtotals
reflect accumulations at selected attribute levels and can be applied
dynamically to any report.
You can customize the sort order of the data displayed in a grid.
The History List enables you to track reports and documents that you
have executed or to which you have subscribed.
You can export grid reports to Excel, CSV, HTML, and plain text.
Lesson Summary
193
Creating Thresholds
The Category Management Dashboard is used to analyze performance in
terms of product categories and subcategories. You would like to be able to
easily see which subcategories had revenue of at least $50,000. You would
also like to be able to see which subcategories had revenue of at least $50,000
for the previous month.
When the selectors are set to display electronics sales performance for the
Central region, the RS dashboard should look like the following image:
RS Dashboard with Thresholds
195
8 In the Format window, in the Font tab, in the Color drop-down list, select
White.
9 In the Color and Lines tab, under Fill, in the Color drop-down list, select
Green.
10 Click OK.
11 In the Advanced Thresholds Editor, in the drop-down list, select
Revenue.
15 Click Apply.
16 Click the Cell Formatting icon.
17 In the Format window, in the Font tab, in the Color drop-down list, select
White.
18 In the Color and Lines tab, under Fill, in the Color drop-down list, select
Green.
19 Click OK.
20 Click OK.
21 Confirm your results match the following image:
RS Dashboard with Thresholds
22 In the report results window, on the Home menu, select Save As.
23 Save the report in the My Reports folder as Category Management
Dashboard.
24 Click OK.
197
Detailed Instructions
Run document
199
10
MICROSTRATEGY MOBILE
Lesson Description
In this lesson, you will see an overview of the features available with
MicroStrategy Mobile.
201
10
MicroStrategy Mobile
Lesson Objectives
After completing this lesson, you will be able to:
Describe the benefits of MicroStrategy Mobile for business users.
After completing the topics in this lesson, you will be able to:
MicroStrategy Mobile
10
MicroStrategy Mobile
After completing this topic, you will be able to:
Describe how MicroStrategy Mobile is used in a business environment and
describe the components of a MicroStrategy Mobile deployment.
Now that you understand the ways in which you can interact with your data
through MicroStrategy Web, we will review the MicroStrategy Mobile
product. MicroStrategy Mobile is a separate product from MicroStrategy
Web that extends the reach and accessibility of your BI environment beyond
your web browser and places MicroStrategy Analytics data in the palm of
your hand. Deployment with Mobile extends report access to mobile devices,
which enables much more range and flexibility in how users review vital
information, monitor KPIs, and share data in and out of the workplace. With
your mobile device, you can easily pass a RS dashboard around a meeting,
make on-site reviews of off-site facilities, and create geo location and bar
code reader prompts for reports.
Mobile deployment utilizes all MicroStrategy platform features, such as
performance optimizations, Intelligent Cubes, and comprehensive security.
Mobile works seamlessly with the MicroStrategy platform to minimize the
amount of work necessary to prepare a RS dashboard for mobile deployment.
No new skills are required to construct attractive and stable applications for
the Apple iPhone, iPad, or for Android devices. Mobile provides
additional report and document manipulation options as well as mobile
device-specific widgets that better suit the medium.
MicroStrategy Mobile
203
10
MicroStrategy Mobile
MicroStrategy Mobile
10
Mobile Dashboard
MicroStrategy Mobile
205
10
MicroStrategy Mobile
The following image shows the home page of a MicroStrategy Mobile app
used for safety inspections. When on-site, a safety inspector can tap on the
Enter Survey icon.
Safety Survey Mobile Application
MicroStrategy Mobile
10
The safety inspector can then walk around the facility, mobile device in hand,
and complete the survey checklist.
Survey Displays on Mobile Device
The safety inspector is also able to take photos with his mobile device to
document each item in the survey.
Enter Photo To Document Survey Result
MicroStrategy Mobile
207
10
MicroStrategy Mobile
When the survey is complete, the safety inspector submits the information
and it is automatically recorded in the data source and available to other
users.
Mobile Deployment
Mobile deployment consists of two main components:
MicroStrategy Mobile
10
MicroStrategy Mobile clients are apps you install on your mobile device that
enable you to access and interact with the MicroStrategy business
intelligence data. They serve as viewers. MicroStrategy Mobile clients display
reports and documents. By default, the apps display the file folder structure
within projects for navigation. Applications designed with the business user
and process in mind improve the utility of MicroStrategy Mobile apps beyond
the sum of individual reports and documents.
After you install MicroStrategy Mobile on your iPad, iPhone, or your Android
device and configure the app to connect to at least one of your own
MicroStrategy projects, you are ready to access and manipulate reports,
documents, and subscriptions.
MicroStrategy Mobile
209
10
MicroStrategy Mobile
Lesson Summary
In this lesson, you learned the following:
A
MICROSTRATEGY WEB
PRIVILEGES BY USER
Appendix Description
This appendix provides information on the privileges available to
MicroStrategy Web Reporters, Analysts, and Professionals.
211
Privilege Availability
Privileges are available to be assigned to users or groups depending on
whether the appropriate license has been purchased for a given product. A
privilege is available if it is enabled in the User Editor, that is, if it can be
checked off and is not grayed out. If you have not purchased a license for a
particular product, that products privileges are greyed out in both the User
Editor and the Security Role editor. To determine your license information,
use License Manager to check whether OLAP Services, Report Services, or
Distribution Services are available.
All MicroStrategy Web users that are licensed for MicroStrategy Report
Services may view and interact with a document in Flash Mode. Certain
interactions in Flash Mode have additional licensing requirements:
Web Privileges
Web Reporter privileges
These privileges, along with the common privileges, correspond to the basic
functionality available in MicroStrategy Web. The predefined MicroStrategy
Web Reporter group is assigned these privileges by default. License Manager
counts any user who has any of these privileges, but none of the Web Analyst
or Web Professional privileges, as a Web Reporter user.
.
Privilege
Toggle between grid, graph, and grid & graph, to hide or show
predefined totals, and to reset reports
Use links to view related data not shown in the original report results
Web export
Web sort
Web user
Web Privileges
213
Privilege
Privilege
Access advanced drill mode through the More Options link on the
report results page
Use the Attribute Forms dialog box, see attribute forms in the
Report Objects list, see the Attribute Forms context menu
options, and pivot attribute forms
Access the Create Report folder and design reports, and run new
reports from the folder where he or she has saved the report
definition
Drill on metrics
Add and edit notes that have been added to a report or document
Web Privileges
215
Privilege
* Web save derived elements Save stand-alone derived elements, separate from the report
** Web create HTML
container
Set the available and default Run and Export modes for a report
Web define MDX cube report Define a new report that accesses an MDX cube, and see the MDX Cube
option in the Create Report dialog box
Web edit drilling and links
Change the formats of grid and graph reports using the Formatting and
Graph toolbars and the Formatting Panels.
In MicroStrategy Report Services, modify widget properties.
Note: This privilege also includes all functionality available in the Web
Number Formatting and Web Simple Graph Formatting privileges (in the
Web Designer privilege group).
Privilege
Use the Object Browser when viewing a report in View or Design Mode.
This determines whether the user is a report designer or a report creator.
A report designer is a user who can build new reports based on any object
in the project. A report creator can work only within the parameters of a
pre-designed report that has been set up by a report designer. For more
information on this, see the Advanced Reporting Guide.
Modify the column widths and row height for a grid report
View available addresses for all users, and add other MicroStrategy users
to a report or document subscription
Create or edit custom groups using the Custom Group Editor in Web
NOTE:
Privileges marked with * are included only if you have OLAP Services
installed as part of Intelligence Server.
Privileges marked with ** are included only if you have Report Services
installed.
Privileges marked with *** are included only if you have Distribution
Services installed.
Privileges marked with **** are included only if you have Transaction
Services installed.
Web Privileges
217
Index
INDEX
A
adding quick and basic thresholds 184
All Objects pane 134, 135
attribute 32, 130
attribute elements 32
B
Blank Report 133
C
client 208
creating reports 132
D
dashboards 64
See also
widgets
viewing 71
Data Import 143
decision support architecture
metadata database 26
MicroStrategy applications 26
2014 MicroStrategy Inc.
density map 99
derived elements 144
derived metrics 146
Design Mode 71, 134
Distribution Services 186
documents 31
classic business reports 113
distributing 186
email 187
export formats 189
exporting to Excel 190
file subscriptions 187
history list 186
printing 188
Document Editor 115
invoices and statements 114
linking 176
manipulating 175
operational reports 112
prompts 157
See also
dashboards
Report Services
documents, manipulations 175
drilling 175
219
Index
Editable Mode 71
email 187
exporting reports to PDF 189
exporting to Excel 190
Express Mode 71
map visualization 97
MDX source 133
menu bar 50
metadata database 26
metric 130
metrics 33
Microcharts widget
performing analysis 76
MicroStrategy Icon 49
MicroStrategy Mobile 203
MicroStrategy Report Services
document view modes 71
Flash features 65
panel stacks and panels 64
selectors 64
widgets 64, 71
MicroStrategy reporting terminology 29
MicroStrategy Web Analyst 45
MicroStrategy Web interface overview 46
MicroStrategy Web login page 47
MicroStrategy Web Professional 45
MicroStrategy Web Reporter 45
MicroStrategy Web versions 41, 46
MicroStrategy Web, document view
modes 71
mobile devices 203
F
facts 33
filters 35
Flash Mode 71
Flash, features 65
Flash, widgets 64, 71
G
grand totals 179
H
heat map 75, 95
hierarchies 34
history list 186
I
Intelligent Cube 91, 133
Interactive Mode 71
interactive stacked graph 74
Invoices 114
N
navigation toolbar 48
Notes pane 135
Linking
to a website 177
220
O
Object Browser 134
object browsing 51, 53
Object prompt 130
OLAP Services 143
Data Import 143
derived elements 144
derived metrics 146
operational reports 112
overview, MicroStrategy Web interface 46
P
panel stacks and panels 64
PDF 189
PDF file 188
Predesigned Report 132, 133
printing 188
privileges
Web Analyst 214
Web Professional 216
Web Reporter 213
Prompted Predesigned Report 132, 133
prompts 36, 157
saving and reusing prompt
answers 161
Q
quick sort 182
R
Related Reports pane 135
report 129
report and document manipulations 175
Report Builder 133
report filter 130
Report Objects pane 135
Index
Report Services
definition 61
Report Wizard 133
reporting terminology, MicroStrategy 29
reports 29
creating thresholds 184
creation 132
drilling 175
exporting to PDF 189
manipulations 175
S
selectors 64
server 208
sorting 181
subscription 186
subtotals 179
T
template 129, 130
template definition window 134
thresholds 184
thresholds, 184
time series slider 73
V
versions, MicroStrategy Web 41, 46
VI see Visual Insight
VI dashboard
See Visual Insight
view filter 148
view modes, documents 71
Visual Insight 89
analysis 90
Dataset Objects pane 90
drop zones pane 90
221
Index
Filters pane 91
Layouts pane 90
Page-by pane 91
using the drop zones pane 93
Visualization pane 90
Visualization Wizard
recommended visualization 92
visualizations
heat map 95
map visualization 97
density map type 99
image layout type 100
network visualization 101
W
Web Analyst 45
Web Analyst privileges 214
Web Professional 45
Web Professional privileges 216
Web Reporter 45
Web Reporter privileges 213
widgets 64, 71
heat map 75
interactive stacked graph 74
time series slider 73
222