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MicroStrategy Quick Start Guide

Book Description

Build reporting applications and dashboards using the different MicroStrategy objects

Key Features

  • Learn the fundamentals of MicroStrategy
  • Use MicroStrategy to get actionable insights from your business data
  • Create visualizations and build intuitive dashboards and reports

Book Description

MicroStrategy is an enterprise business intelligence application. It turns data into reports for making and executing key organization decisions. This book shows you how to implement Business Intelligence (BI) with MicroStrategy. It takes you from setting up and configuring MicroStrategy to security and administration.

The book starts by detailing the different components of the MicroStrategy platform, and the key concepts of Metadata and Project Source. You will then install and configure MicroStrategy and lay down the foundations for building MicroStrategy BI solutions. By learning about objects and different object types, you will develop a strong understanding of the MicroStrategy Schema and Public Objects. With these MicroStrategy objects, you will enhance and scale your BI and Analytics solutions.

Finally, you will learn about the administration, security, and monitoring of your BI solution.

What you will learn

  • Set up the MicroStrategy Intelligence Server and client tools
  • Create a MicroStrategy metadata repository and your first Project
  • Explore the main MicroStrategy object types and their dependencies
  • Create, manipulate, and share Reports
  • Create and share Dashboards
  • Manage Users and Groups

Who this book is for

This book is for Business Intelligence professionals or data analysts who want to get started with Microstrategy. Some basic understanding of BI and data analysis will be required to get the most from this book.

Downloading the example code for this book You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Table of Contents

  1. Title Page
  2. Copyright and Credits
    1. MicroStrategy Quick Start Guide
  3. Dedication
  4. Packt Upsell
    1. Why subscribe?
    2. packt.com
  5. Foreword
  6. Contributors
    1. About the author
    2. About the reviewers
    3. Packt is searching for authors like you
  7. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the example code files
      2. Download the color images
      3. Conventions used
    4. Get in touch
      1. Reviews
  8. Architecture - Installing and Configuring MicroStrategy
    1. MicroStrategy architecture
    2. Main server components
      1. The MicroStrategy Intelligence Server
      2. MicroStrategy Web and Mobile servers
    3. Client applications
      1. For developers
      2. For administrators
      3. For users and analysts
    4. Installation and configuration
      1. Prerequisites
      2. System requirements
      3. Windows installation
      4. Unix/Linux installation
    5. The MicroStrategy metadata
      1. Creating and configuring MicroStrategy metadata
    6. Intelligence Server configuration
      1. Project sources (2-tier and 3-tier)
      2. 4-Tier configuration (MicroStrategy Web and/or Mobile)
    7. Summary
  9. Project Design - Creating Your Project Foundation
    1. MicroStrategy Objects
      1. Framework to learn about MicroStrategy Objects
    2. MicroStrategy Analytics Modules
    3. MicroStrategy Developer
    4. MicroStrategy Projects
      1. Project structure
      2. Exercise – create your first Project
    5. Your building blocks – Schema Objects
      1. Exercise – updating Schema
    6. The Source – Tables
      1. Warehouse Catalog
      2. Table structure
      3. Exercise – Import a few Tables
    7. Business raw measures – Facts
      1. Exercise – creating Facts
    8. Business context – Attributes
      1. Understanding the Attribute Editor
      2. Exercise – creating Attributes
    9. Grouping business context – Hierarchies
      1. Exercise – Creating user Hierarchies
    10. Comparing data across time – Transformations
    11. Summary
  10. Basic Reporting - Building Your First Reports
    1. Your analyzing blocks – Public Objects
    2. Your main analysis tool – Reports
      1. Understanding the Report Editor
      2. Exercise – create your first Report
      3. Understanding Local Objects versus External Objects
        1. Exercise – searching for components and dependents
    3. Reusing your report designs – Templates
    4. Limiting your data – Filters
      1. Filters from Attributes
      2. Filters from Metrics
      3. Filters from Reports
      4. Exercise – creating some Filters
    5. Business calculations – Metrics
      1. Describing the types of Metrics
      2. Defining the report level
      3. Understanding the Metric editor and components
      4. Exercise – creating some Metrics
    6. Performing Report manipulations
      1. Manipulation – Autostyle format
      2. Manipulation – Grand total
      3. Manipulation – Subtotal
      4. Manipulation – Pivoting
      5. Manipulation – Page-by
      6. Manipulation – Sorting
      7. Manipulation – Exporting
      8. Manipulation – Graph view
      9. Manipulation – SQL view
      10. Manipulation – Drilling
      11. Manipulation – Derived Metrics
      12. Manipulation – View Filters
      13. Manipulation – Thresholds
    7. Summary
  11. Advanced Reporting - Interacting with and Improving Your Reports
    1. Grouping data together – Custom Groups and Consolidations
      1. Exercise – create a Custom Group
      2. Exercise – creating a Consolidation
    2. Dynamic filtering and report creation – Prompts
      1. Understanding types of Prompts
      2. Exercise – create some prompted Reports
    3. Drilling paths – Drill maps
      1. Exercise – create a Custom Drill Map
    4. Publishing data sources – iCubes
    5. Summary
  12. Dashboarding - Creating Visual Reporting
    1. Importing Data
      1. Exercise – import data
    2. Creating enterprise-certified dashboards – Documents
      1. Document structure
      2. Document controls
      3. Exercise – creating a basic document
    3. For the self-serving enthusiasts – web Dashboards
      1. Exercise – creating a dashboard
    4. Summary
  13. Security - Managing Your Users and Their Access
    1. Your management blocks – Configuration Objects
      1. MicroStrategy Developer Administration
    2. MicroStrategy security levels
      1. Project-level security
      2. Profiles for accessing Projects – Users and Groups
        1. Exercise – creating your first User
        2. Exercise – creating a User Group
      3. Grouping privileges together – Security Roles
        1. Exercise – creating and assign a Security Role
      4. Object-level security
        1. Permissions
        2. Permissions groups
        3. Exercise – setting permissions
      5. Data-level security
        1. Limiting the data by user – Security Filters
        2. Exercise – create and assign a Security Filter
    3. Summary
  14. Administration - Maintaining and Monitoring Your Project
    1. Database connectivity in MicroStrategy
    2. Connecting to your source – Database Instances, Connections, and Logins
      1. Exercise – Establish connectivity to a new database
    3. Improving Reporting Performance – MicroStrategy Cache
      1. Automating tasks – Schedules
      2. Defining Triggers – Events
      3. Refreshing your data – Subscriptions
      4. Exercise – Subscribing your Reports
    4. Monitoring your Project – MicroStrategy Developer Monitors
      1. Jobs Monitor
        1. Useful tips
      2. User Connections Monitor
        1. Useful tips
      3. Database Connections Monitor
        1. Useful tips
      4. Caches Monitor
        1. Operations for Caches
        2. Operations for Intelligent Cubes
    5. MicroStrategy Administrative Clients
      1. Migrating your Objects – Object Manager
      2. Comparing your Reports – Integrity Manager
      3. Automating Scripts – Command Manager
      4. Exercise – Using Command, Object, and Integrity Managers
    6. Summary
  15. Quick Reference Tables by Object Type
    1. Schema Objects
    2. Application / Public Objects
    3. Configuration Objects
  16. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think