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ProjectDesign 8

ProjectDesign 8

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Published by: Srikanth Sri on Aug 16, 2011
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The MicroStrategy Tutorial is a MicroStrategy project, which
includes a metadata and warehouse, and a set of
demonstration applications designed to illustrate the features
of the MicroStrategy platform.

A project is the highest-level of intersection of a data
warehouse, metadata repository, and user community.
Conceptually, the project is the environment in which all
related reporting is done. A typical project contains reports,
filters, metrics, and functions. You create projects that users
access to run reports.

MicroStrategy Tutorial

Project Design Guide


268 What is the MicroStrategy Tutorial?

© 2007 MicroStrategy, Inc.

The theme of the MicroStrategy Tutorial project is a retail
store for the time 2003 to 2006 that sells electronics, books,
movies and music. The key features include the following:

Hierarchies—Customer, Geography, Products,
Promotions, and Time. Each hierarchy can be viewed
graphically through MicroStrategy Desktop and
MicroStrategy Web.

Numerous customers and purchased items.

Reporting areas: Customer Analysis, Enterprise
Performance Management, Human Resources Analysis,
Inventory and Supply Chain Analysis, Sales and
Profitability Analysis, and Supplier Analysis.

Options to create reports from MicroStrategy Desktop
and MicroStrategy Web focusing on a particular analysis
area, such as Customer, Inventory, Time, Products,
Category, Employee, or Call Center.

MicroStrategy Tutorial reporting areas

MicroStrategy Tutorial reports are grouped into four folders:

•Business Roles: This folder contains subfolders that
reflect different types of business intelligence users within
an organization, including Billing Managers, Brand
Managers, Category Managers, Company Executives,
District Sales Managers, Operations Managers, Regional
Sales Managers, and Suppliers.

Each subfolder contains reports that would be of interest
to the type of business user for which the subfolder is
named. For instance, the Billing Managers folder
contains an Invoice report and a customer-level
transaction detail report. The Supplier folder contains a
Supplier Sales report, and the Brand Managers subfolder
contains a report called Brand Performance by Region.

•Enterprise Reporting Documents: This folder contains
various examples of different types of standard enterprise
reporting documents, such as scorecards and dashboards,
managed metrics reports, production and operational
reports, invoices and statements, and business reports.
They are a sampling of the types of reporting documents
that can be built using MicroStrategy Report Services.

Project Design Guide

MicroStrategy Tutorial A

© 2007 MicroStrategy, Inc.

What is the MicroStrategy Tutorial? 269

•MicroStrategy Platform Capabilities: This folder
contains examples of many of the sophisticated
capabilities within the MicroStrategy platform. Evaluators
of the software, as well as customers, can use the
examples to get a better feel for many of the platform’s
capabilities. Customers can use the examples to guide
their own development.

The subfolders under these folders are named according
to the capabilities that their reports exemplify. For
instance, the Graph Styles folder contains examples of
most of the graph types that can be created in
MicroStrategy, and the Analytics and Data Mining
folder contains examples of Linear Regression models
built within MicroStrategy.

•Subject Areas: This folder contains reports that are
categorized further by topic. Topics covered include
Customer Analysis, Enterprise Performance
Management, Human Resource Analysis, Inventory and
Supply Chain Analysis, Sales and Profitability Analysis,
and Supplier Analysis.

Customer Analysis: Reports analyzing the customer
base, studying areas such as Customer Income,
Customer Counts, Revenue per Customer, and
Revenue Growth.

Enterprise Performance Management: Reports
containing information on revenue amounts, trends
and forecasts, profits, profit margins, and profit
forecasts. These reports make it easy for an executive
at any level of the company to understand how the
company is performing as a whole or at the region,
category, and subcategory levels.

Human Resource Analysis: Reports containing
information on employees, including headcount,
birthdays, length of employment, and the top five
employees by revenue. These reports are based on
employees, time, geography, and sales. The Human
Resources Analysis reports provide insight into
human capital so that managers can boost the
efficiency and effectiveness of their employees.
Human Resource Representatives can highlight
under-performing employees and misallocated
headcount. Managers at all levels can focus on the

MicroStrategy Tutorial

Project Design Guide


270 What is the MicroStrategy Tutorial?

© 2007 MicroStrategy, Inc.

performance of their employees, drill down to an
individual employee detail level, view trends, and
extract intelligence not otherwise evident.

Inventory and Supply Chain Analysis: Reports
containing information based on supplier, product,
cost, revenue and profit, such as Inventory and Unit
Sales, or Inventory Received from Suppliers by
Quarter. The Inventory reports track inventory
information within the company and through to
suppliers. Essentially, these reports show how many
units of an item are on hand, how many are expected
from a particular supplier, and how many units have
been sold. Inventory reports are used to ensure that
the supply chain is as efficient as possible. Using these
reports, employees can analyze trends and details,
quickly adjust inventory and distribution, and
understand underlying supply chain costs and

Sales and Profitability Analysis: Reports analyzing
revenue and profit from multiple perspectives.
Examples include Sales by Region, Revenue over
Time, and Brand Performance by Region. The Product
Sales reports allow managers and analysts to monitor
and analyze sales trends, track corporate revenue
goals, compare store-to-store performance, and
respond more quickly and accurately to feedback from
the marketplace. In turn, executives can analyze sales
trends and details, quickly adjust pricing and
promotions, identify product affinities and key profit
centers, and understand costs and revenue trends.

Supplier Analysis: Reports containing supplier,
sales, profit, and revenue information, such as Brand
Sales by Supplier, Supplier Sell-Through Percentage,
and Units Sold and Profit by Supplier. The Supplier
reports allow managers and analysts to monitor and
analyze vendor performance so that they can quickly
identify performance problems. These reports track
brands and items sold that came from a particular
vendor. They also correlate profit and revenue
information with particular suppliers so that
relationships with key vendors can be strengthened.

Project Design Guide

MicroStrategy Tutorial A

© 2007 MicroStrategy, Inc.

MicroStrategy Tutorial data model 271

These reports and documents are located in the Public
Objects/Reports folder of the MicroStrategy Tutorial

Once the areas of analysis are determined, a data model is

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