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* Report Essentials - Day 1
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MicroStrategy purpose Provide the right means to the right
information to the right people at the
right time
Delivery Means Desktop Web and Mobile (pager,
cellphone)
5 Microstrategy Components Source Systems
ETL
Data Warehouse
Metadata
Microstrategy Applications
Online Transaction Processing OLTP
Differences between OLAP and OLTP "Organization: Workflow per application
vs. Business subject and dimension
Data Retention: short term vs. long term
Data Integration: Minimal or none vs.
high, as part of ETL process
Data Storage: Gigabytes vs. Terabytes
Use: OLTP (Real time, write and update,
evenly distributed usage, transactional
data) vs. OLAP (Batch load, reporting /
read only, spiked usage (based on time of
warehouse loads)"
OLAP Characteristics Read Only
Uniform Format (Homogeneous)
Aligned by Business Subject
Long term data storage"
OLAP On line Analytical Processing
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OLTP Characteristics Read, Write data
Not Uniform data (heterogeneous
formatting)
Aligned by business process
Short term data storage
Short term data
Microstrategy Applications Organize data logically
Look at data for different angles
Provide a variety of formats
Provide ability to create documents
Objects Needed to create reports or documents
Components of Desktop Desktop - report developer
Architect - Facts and object creation;
builds out metadata
Administrative Functions (improve
performance, environment, security,...)
2 Desktop offerings Analyst (simplified)
Desktop Designer (full)
3-tier Environment includes Microstrategy Intelligent Server
Test environment could omit Microstrategy Intelligent Server
Microstrategy Products you can add on OLAP Services
Multi-Source
Distribution Services
Project Source Represents a connection to a metadata
database
Metadata data base to Server 1 to 1 basis
Metadata database contains 1 or more MicroStrategy Projects
2-tier Project Source MicroStrategy Desktop with Metadata
database
3-tier Project Source MicroStrategy Desktop
MicroStrategy Intelligence Server
Metadata data base
MicroStrategy Objects include "Schema Objects
Application Objects Used to create other Application Objects
Configuration Objects (connectiveity
objects, users, ODBC, etc.)"
Schema Objects definition Physical schema of data warehouse
(logical model)
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Schema Objects Used to create Application Objects
Types of Schema Objects "Attributes (used to quality a filter, can
be on a report, eg. year)
Facts (used to create caluclations, eg.
Sales)
Hierarchies
Transformations
Partitions
Application Objects Metric (operator + fact)
Filters
Templates
Customer Groups
Consolidations
Prompts
Searches
Default Project Folders History
My personal objects
Public objects
Schema objects
Data Explorer
MicroStrategy Desktop Menus File, Edit, View, Go, Tools,
Administration, Schema, Window, Help
Report is made up of a Filter and a Template
Report purpose Focus of Business Intelligence
Request for a specific formatted data
from data warehouse
What do you want displayed (attributes,
metrics)?
Template Purpose
Types of Templates Cross-tab layout - useful for
multidimensional analysis
Tabular layout - simple lists of
information"
Attribute - representation of a specific
level of data, calculation or aggregration
Templates contain any of the following
objects, in any combination
Consolidation "virtual" attribute that is created based on
existing attribute elements; data levels do
not explicitly exist in the data warehouse
Filter in SQL The "where" clause
Yes Is an Empty Filter on a report a filter?
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5 Display Views are Design View
Grid View
Graph View
Grid / Graph View
SQL View
What does drilling do? Enables you to see data at levels other
than that of the original grid or graph
Types of Drilling Methods Up (eg. month to year)
Down (eg year to month)
Across (eg to another hierarchy
What options are there for drilling wrt to
Parent?
Keep parent
Do not keep parent
What does Page-By enable you to do? Enables you to select and display subsets
of reports
On which objects can you Page-By? Attributes
Metrics
Hierarchies
Consolidations
Custom Groups
Object Prompt (attribute)
Object Prompt (hierarchy)
Object Prompt (consolidation)
Object prompt (custom group)
Best practice for displaying attributes in
the same attribute group
Display highest level on left, then lower
level attributes
Data Pivoting Characteristics Moves objects from row header to
column header
Moves objects from column header to
row hearder
Change order of objects in row header
Change order of objects in column
header
Move objects from row or column header
to page-by
Move objects from page-by to row or
column
Quickly rearranges objects on the fly
Creates no new SQL
Subtotals created at 3 levels "By Position (suppress all totals
producing Grand Total)
By Levels (selected attribute totals)
Group By (attributes)
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2 Sorting Types Quick Sort (grid view (one column at a
time)
Advanced Sort - Grid, Graph,
Grid/Graph View
Advance sort consists of : "Sort By: name of row or column or
page-by field
Criteria: If sorting on an attribute, you
can choose the attribute form by which to
sort the attribute data
Order: Order in which to sort: ascending
or descending
Total Position: Bottom of report, top of
report, or mixed
Parent Position: Available for Custom
Groups only.
Enable you to govern where the customer
group header label appears wrt its data
elements"
Yes Are subtotals required for Outline mode
to work properly?
7 Print Options Excel
Word
Access
Plain Text
HTML
PDF
SQL View
No Are Notes the same as Change
Journaling?
Use of notes Explanatory information for subsequent
readers for a specific report (no
notification that there are notes)