Business Intelligence with MicroStrategy Cookbook

Business Intelligence with MicroStrategy Cookbook

Davide Moraschi

Language: English

Pages: 356

ISBN: 1782179755

Format: PDF / Kindle (mobi) / ePub

MicroStrategy products allow you to take control of your business intelligence, and this book gives you the know-how to undertake successful data analysis. With over 90 practical recipes, it's a fully comprehensive cookbook.


  • Learn about every step of the BI project, starting from the installation of a sample database
  • Design web reports and documents
  • Configure, develop, and use the Mobile Dashboard
  • Master data discovery with Visual Insight and MicroStrategy Cloud Express
  • Learn with the help of practical, real-life examples and screencasts for every exercise

In Detail

Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. Scorecards, dashboards, and reports can be explored and delivered on desktop, the Web, mobile devices, and the Cloud. 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.

Business Intelligence with MicroStrategy Cookbook covers the full cycle of a BI project with the MicroStrategy platform, from setting up the software to using dashboards in the cloud and on mobile devices. This book uses step-by-step instructions to teach you everything from the very basics to the more advanced topics. We will start by downloading and installing the software and a well-known sample SQL Server database. Then, one brick at a time, we will construct a fully-featured BI solution with a web interface, mobile reporting, and agile analytics.

The chapters are ordered by increasing difficulty, and each one builds on top of the preceding chapter so that the learning process is progressive. The examples given in this book are practical, and you will be able to see the immediate result of your efforts. We will first cover setting up the platform, including the creation of the metadata and the different objects that are part of a BI project: tables, attributes, and metrics. Then, we take a look at how to create and analyze reports, charts, documents, and dashboards, as well as how to manipulate data with the desktop application, the web Interface, and an iPad device.

The last part of the book is dedicated to advanced topics like the new agile analytics technology from MicroStrategy, where we cover both Visual Insight and MicroStrategy Cloud Express. Whether you are a database developer, data analyst, or a business user, Business Intelligence with MicroStrategy Cookbook will get you up to speed with one of the most powerful BI platforms on the market with the smallest possible investment of time and money.

What you will learn from this book

  • Install a complete MicroStrategy server (including a web interface)
  • Create a project and connect to a data warehouse
  • Build reports, graphs, documents, dashboards, and interactive visualizations
  • Configure and use MicroStrategy on mobile devices
  • Add values to the data with month to date and year to date analyses
  • Use In-Memory technology for instant results and data discovery
  • Analyze data in the cloud with MicroStrategy Cloud Express


Written in a cookbook style, this book will teach you through the use of recipes with examples and illustrations. Each recipe contains step-by-step instructions about everything necessary to execute a particular task.

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empty project ff Setting up a data warehouse connection and selecting tables ff Modifying a table structure ff Using logical tables to create custom views ff Generating constants with SELECT statements Introduction At this point, you should have a testing machine ready-to-use with all the samples in place. In the previous chapter, we have learned how to install SQL Server and the MicroStrategy platform. In this chapter, we start creating the schema objects that represent the building

tables available in our source system. 10. Right-click on DimCustomer, for example, and select Show Sample Data.... 11. This is a quick way to have a glimpse at the contents of the tables. Only the first 100 rows will be returned, enough to have an idea of what the table is about. 32 Chapter 2 12. Holding down the Ctrl key, select DimCustomer and FactInternetSales and with the little arrow > button, move them to the right. 13. Click on the Save and Close button. By default, the comments box

Some people like to see Bikes Total, Clothing Total, and so on; this is very useful in case of long reports where you cannot see the element of the attribute on the left. To do this, we must create what is called a custom subtotal: 1. From the Data menu, select Subtotals; with the Total line selected, click on the Advanced button. 2. Uncheck the Country attribute and click on OK to confirm. Now click again on Advanced and hit the New button. 3. In the Custom Subtotal Properties window, go to

before filtering the report? If we need the products that sold more than 1,000 units per year, we need the order quantity aggregated by year and product. It's like creating a pre-report with Year, Product, and the metric and then use the pre-report as a filter. Those combinations of Year and Product that pass the filter (greater than 1,000) are later displayed in the real report, together with Country. Getting ready First, we create a report with the year on pages, Product on rows and

All Programs | MicroStrategy | License Manager. 2. In the main window, select the tab named License Administration; the first option Activate Server Installation should be already selected. Click on Next. 3. In the following page, ensure that the radio button Generate Activation File and Request Activation Code is selected and click on Next and then on Next again, until you come to the page where you should enter all the details about your company and contacts. 4. The e-mail address is

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