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Business Intelligence with MicroStrategy Cookbook

Davide Moraschi

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.
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Book Details

ISBN 139781782179757
Paperback356 pages

About This Book

  • 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

Who This Book Is For

This book is intended for both BI and database developers who want to expand their knowledge of MicroStrategy. It is also useful for advanced data analysts who are evaluating different technologies. You do not need to be an SQL master to read this book, yet knowledge of some concepts like foreign keys and many-to-many relationships is assumed. Some knowledge of basic concepts such as dimensional modeling (fact tables, dimensions) will also help your comprehension of this book. No previous MicroStrategy knowledge is needed.

Table of Contents

Chapter 1: Getting Started with MicroStrategy
Installing SQL Server 2012 Express LocalDB
Installing SQL Server Native Client 11.0
Installing SQL Server 2012 Command Line Utilities
Setting up the AdventureWorks DW sample database
Installing the .NET Framework 4.0 and the 4.0.2 update
Checking whether IIS is enabled and working
Installing MicroStrategy Suite
Registering the MicroStrategy License
Metadata and data warehouse
Creating ODBC DSN for metadata and data warehouse
Modifying the logon account for the Intelligence Server
Creating the metadata and configuring the Intelligence Server
Opening the MicroStrategy Desktop application
Chapter 2: The First Steps in a MicroStrategy Project
Creating an empty project
Setting up a data warehouse connection and selecting tables
Modifying a table structure
Using logical tables to create custom views
Generating constants with SELECT statements
Chapter 3: Schema Objects – Attributes
Attribute forms – ID and DESC
Using functions in an attribute form
Parent-child relationship I
Parent-child relationship II
Other attribute forms
Selecting which forms are displayed
Building Data Explorer Hierarchies
Creating an attribute-only report
Parent-child relationship in a report
Filters on attributes
Chapter 4: Objects – Facts and Metrics
Creating a simple counter fact and metric
Using SQL View to inspect SELECT statements
Understanding the GROUP BY clause
Adding more facts
Filters on metrics
Creating ranking metrics
Grouping at a different level (level metrics)
Embedding filters inside metrics
Using Metric Join Type in reports
Creating a previous month metric (transformation)
Chapter 5: Data Display and Manipulation – Reports
Going deeper into data with drill down
Manipulating grids – Pivot and page-by
Dynamically adding and removing objects in reports
The bottom line – customizing subtotals
Avoiding missteps – NULL values in facts
How to sort data in grids
Emphasizing numbers with conditional formatting
Printing and exporting reports
Restricting results with view filters
Chapter 6: Data Analysis and Visualization – Graphs
Displaying both grid and graph in the same view
Drag-and-drop objects using drop zones
Beautify your chart
Display multiple metrics with dual axis charts
Conditional formatting with thresholds
Chapter 7: Analysis on the Web – Documents and Dashboards
Setting up MicroStrategy Web
Creating your first "Hello World" document
Adding data to a document – the dataset
Modifying the grouping in a document
Stepping up to dashboards
Using the editable mode to fine-tune the design
Adding interactivity with panels and selectors
Embedding images, HTML, and links
Switching to Adobe Flash mode
Chapter 8: Dynamic Selection with Filters and Prompts
Restricting rows – compare an attribute to another attribute
Restricting rows – evaluate on moving dates
Changing the level of a metric filter
Adding interactivity to filters using prompts
Using prompts as object selectors
Chapter 9: Mobile BI for Developers
Setting up the Mobile Server
Setting up a mobile connection
Installing and configuring the mobile client
Adapting content to the iPad screen
Using mobile views in documents
Adding panels to mobile documents
Creating panel selectors
Adding details with pop-up windows
Linking from one document to another
Chapter 10: Mobile BI for Users
Answering prompts in reports or documents
Sorting, drilling, and paging
Adding notes and sharing
When things go wrong
Chapter 11: Consolidations, Custom Groups, and Transformations
Creating virtual attributes with consolidations
Aggregating results with custom groups
Creating bands on metrics (custom groups banding)
Month-to-date and year-to-date transformations
Chapter 12: In-Memory Cubes and Visual Insight
Creating a cube from an existing report
Building a new cube
Scheduling data refresh
Creating reports and documents based on a cube
Exploring data with Visual Insight
Using the network visualization
Chapter 13: MicroStrategy Express
Creating an Express account
Importing Excel data
Using filters
Importing cross-tabbed data
Connecting to a RDBMS
Refreshing dashboard data
Sharing a dashboard by e-mail

What You Will Learn

  • 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

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.


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