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Table of Contents

The MicroStrategy Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4


Extending the Performance, Scalability, & Efficiency of Enterprise BI. . . . . . . . . . . . . 6
Enabling Rapid Deployment of Departmental BI. . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Supporting Smooth Migration from Departmental Islands
of BI to Enterprise BI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
MicroStrategy Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

The MicroStrategy Architecture


MicroStrategy Technology is Uniquely Capable of Supporting Enterprise BI

High Analytics
and Interactivity

ROLAP

RELATIONAL OLAP (ROLAP)

Enterprise-caliber Qualities
Highest Data Scalability

MOLAP
Products

Relational OLAP

Highest User Scalability

(ROLAP)

Highest Performance at Scale

All reports and dashboards are created


using the single logical model of business

Sophisticated Analytics

Lowest Cost to Operate and


Maintain (lowest TCO)
Very Rapid Report Creation

Low Analytics
and Interactivity

Superior End User Self-service


Ideal for Data Warehousing

ROLAP metadata models the entire relational


database as a single logical multi-dimensional
model of the business (virtual terabyte cube)

ROLAP SQL Engine

Relational Reporting Products

Low User
and Data Scale

High User
and Data Scale

Terabyte
Database

All popular relational schema are supported:


Star, Snowflake, Sparse Aggregation, Partitioned

MicroStrategy Technology is Based on a Relational OLAP (ROLAP)


Architecture that Uniquely Provides Both High Scalability and High Interactivity

ROLAP is the Core of MicroStrategy Technology

MicroStrategys ROLAP architecture provides both high scalability as well as high

ROLAP virtual cubes provide dynamic investigative drilling that is typical of cube models,

interactivity. Other BI architectures can provide one or the other, but not both. Building

but because the ROLAP cube is virtual, it does not suffer from the severe size limitations

on the ROLAP architecture for the past 15 years, MicroStrategy technology is now well

and administrative burdens of physical multi-dimensional MOLAP cubes.

recognized for other enterprise-caliber characteristics, including high performance,


sophisticated analytics, low cost of ownership, rapid report creation, and superior end
user self-service.

Virtual
Terabyte Cube

ROLAP is based on a virtual cube that represents the entire relational database. The

The MicroStrategy Architecture

Extends the Performance, Scalability, and Efficiency of Enterprise BI

Enables Rapid Deployment of Departmental BI Applications

Provides a Smooth Migration from Islands of Departmental BI into a


Cohesive Enterprise Framework

MicroStrategy 9 is breakthrough technology that allows companies to support all levels of


BI initiatives, and helps companies to consolidate islands of BI gradually into a cohesive
enterprise BI framework.

Enterprises of all types are experiencing a groundswell of excitement and activity around

MicroStrategy 9 is breakthrough technology that, for the first time, allows companies

the availability of actionable information to support their business processes. With the

to support all three levels of BI with one technology. MicroStrategy 9 builds on

meteoric increase in data that organizations routinely capture, enterprises can now

MicroStrategys unique strength at the high-end of BI to extend the boundaries of

make that data accessible and useful by tapping into the power of business intelligence

performance, scalability, and efficiency of enterprise BI. At the same time, MicroStrategy

(BI) technologies. Today, business intelligence systems are emerging in every corner of

9 brings that same enterprise-caliber BI technology easily within reach of smaller

the enterprise, ranging from large scale enterprise BI environments that are deployed

departmental and workgroup BI initiatives. Just as importantly, MicroStrategy 9 provides

to thousands of people, to smaller departmental BI systems and even workgroup BI

a uniquely smooth migration path for islands of workgroup and departmental BI

applications that support only a few people.

applications to merge into a cohesive and consistent enterprise-wide framework.

Extending the Performance, Scalability, & Efficiency of Enterprise BI


In-memory ROLAP is a Seamless Extension of the ROLAP Architecture

BEFORE

Adding In-memory ROLAP Improves User


Response TIme
The performance profile for a typical ROLAP

AFTER

Performance Profile

Performance Profile

Typical ROLAP Operation

In-memory ROLAP Operation

system shown on the left presents two clusters of

to cache. The performance profile for In-memory


ROLAP operation on the right shows the addition of a
performance cluster for queries that are directed to the
in-memory databases from queries that were previously

ROLAP
Cache

ROLAP
DB Queries

directed to the disk-based database.

ROLAP
Architecture

Number of Reports

to the database and one for the queries directed

Number of Reports

performance: one for the queries that are directed

User Response Time

Cube
Architecture

ROLAP
Cache

In-memory
ROLAP
Queries

User Response Time

In-memory ROLAP

Global
Virtual Cube

Physical In-memory
ROLAP Cubes

ROLAP SQL Engine

ROLAP
DB Queries

ROLAP SQL Engine

In-memory ROLAP is an Architectural Extension


of ROLAP in which Physical ROLAP Cubes Reside
In-memory within the Global Virtual Cube
In-memory ROLAP creates ROLAP Cubes that reside
in the memory of the Intelligence Server. The ROLAP
Cubes contain selected components of warehouse
data and fit seamlessly into the global virtual cube.

Terabyte
Database

Terabyte
Database

Terabyte
Database

Extending the Performance, Scalability, & Efficiency of Enterprise BI


In-memory ROLAP Shifts Processing from the Database Engines

Same Report
Run many times by
many people

BEFORE

AFTER

In-memory ROLAP Can Smooth Database


Usage
In-memory ROLAP Cubes can offload the most

Many Similar Reports


Overlapping content in
different reports

time-consuming and processor-consuming


queries from the database and serve them to the
users much more quickly, directly from memory.

Complex Queries
Span many attributes
and metrics

The result is faster average query time and a


much more evenly utilized database system.

Complex Queries
Span multiple
databases

BEFORE

AFTER
Average User
Wait Time (sec)
160

Wait Time

In-memory ROLAP Improves User Wait Time and


Frees Up Database Capacity

Database
Workload

160

Database
Workload

80

MicroStrategy 9 In-memory ROLAP can shift database


processing to off-hours, freeing up database capacity

Average User
Wait Time (sec)

80

40
100%

40
100%

20

during peak interactive hours and improving user

ETL
Window

response time.

20

ETL
Window

10

10

Wait Time

0%

0
0:00a

3:00a

6:00a

9:00a

Noon

3:00p

6:00p

9:00p

12:00a

0%

0
0:00a

3:00a

6:00a

9:00a

Noon

3:00p

6:00p

9:00p

12:00a

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Web Architecture Can Support Thousands of Users

64-bit Memory Space


32-bit JVM

64-bit JVM

Web Server

Web Server

Supports More Concurrent Users


with Larger Reports

32-bit JVM

64-bit JVM

Web Server

Web Server

The Expanded Memory Available in 64-bit JVMs Allows MicroStrategy 9 to


Support More Concurrent Users with Larger Reports

Extreme AJAX Coding Delivers Greater Responsiveness

MicroStrategy 9 supports 64-bit Java Virtual Machines (JVMs), which offer much greater

architecture. Extreme AJAX shifts processing from the shared Web servers to the

memory space. Vastly increased memory space allows each Web server to support many

individual Web browsers, thus spreading the processing workload and providing the

more concurrent user sessions and larger reports.

most responsive user experience while still preserving a true zero-footprint

MicroStrategy 9 employs new Extreme AJAX coding disciplines within its Web

Web interface.

Processing Workload
Shifts from Shared
Web Server to
Workstation Browsers

Processing Workload

Web Browsers

Processing Workload

Web Browsers

Processing Workload

Extreme AJAX Operation

Processing Workload

Web Browsers

AJAX Operation

Processing Workload

Web Browsers

64-bit JVM Operation

Processing Workload

32-bit JVM Operation

AFTER

Processing Workload

BEFORE

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Delivers Extensive Features for Business User Self-service

Drill Anywhere Report Creation

Self-service Report Design

ROLAP Prompting Allows


Users to Land Somewhere
in the Database

ROLAP Drill Anywhere Allows


Users to Surf to Entirely
New Combinations of Data

Saving New Report Designs


Lets All Users Share
New Information

Attribute

Attribute

Format

Attribute

PAGE-BY:

Category:

Books

Attribute
Subcategory Metrics

Attribute

Drag-and-Drop

Run

Metric

COLUMNS

Metric
Metric
Metric

3
ROWS

Metric

Revenue

Profit

Cost

Art & Architecture

$859,358

$201,412

$857,945

Business

$589,246

$132,117

$457,129

Literature

$295,385

$59,491

$235,894

Books - Miscellaneous

$366,250

$87,148

$299,102

Science & Technology

$1,375,727

Sports & Health


Total

$538,269
$4,024,235

SINGLE
REPORT
DEFINITION

SINGLE
REPORT
DEFINITION

$310,489 $1,065,238
$120,039

$418,230

Shared Reports

$890,696 $3,133,539

Saving New
Report Designs

My Reports

The MicroStrategy 9 Web interface lets business users easily create any report by

MicroStrategy 9s ROLAP Capability Allows Users to Surf Interactively


Throughout the Entire Data Warehouse

dragging and dropping metadata building blocks (attributes and metrics) onto a

Using ROLAP core features of prompting and drill anywhere, users can start from

template. Formatting is easy using the intuitive Office-like formatting controls.

a single report design and create innumerable new combinations of data simply by

MicroStrategys powerful SQL engine can generate whatever SQL is necessary to get the

clicking on the report. These new combinations of data can be saved as new report

data for the users new report designs.

designs and shared with others to be run in the future. The MicroStrategy 9 security

Business People Can Easily Assemble Reports from Metadata Building Blocks

system ensures that all users only see the data that they are allowed to see regardless of
who created the report.

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Dynamic Dashboards Can Consolidate the Information from Dozens
of Individual Reports
Consolidate Information from Dozens of Individual Reports

CATEGORY PERFORMANCE DASHBOARD

Select Category

Select Region

Books

MicroStrategy 9 Dynamic Dashboards Can Consolidate the Information from


Dozens of Individual Reports

Northeast

Books in Northeast
KPIs - 2006
Revenue
Revenue LY
Profit Margin
Sell-through

Alerts

$4,078
$5,015
26.7%
24.3%

This report shows revenue and profit data for a particular product category. It includes subcategory-level
data as well as supplier data.

Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Revenue Contribution by Subcategory

Detailed Table

Art &
Architecture

25.0%
25.1%

Business
20.3%

Literature
Books Miscellaneous

$600
$500

$300

$100
$0

9.1%

Jan

Feb Mar

Apr May Jun

Revenue

Click on any revenue bar to view the Monthly Revenue and Profit
Trends for that Subcategory.
Subcategory Performance
Subcategory

controls that allow users to interactively flip through many different views of data all

$200
17.2%

Health

MicroStrategy 9 Dynamic Dashboards employ on-screen user controls called selector

Detailed Table

$700

$400

3.3%

Science &
Technology
Sports &

2006 Monthly Revenue and Profit Trends

Graph Summary
Profit
Margin

End on
hand

28.43%
26.86%
24.33%

1,980
2,558
3,328

Revenue

Profit

Art & Architecture


Business
Literature
Books Miscellaneous
Science &
Technology
Sports & Health

$918
$1,024
$826

$261
$275
$201

$371

$97

26.15%

1,341

Total

$3,606

$961

26.65%

10,348

$28

$7

25.00%

284

$439

$120

27.33%

857

Jul

Aug Sep

Supplier
McGraw Hill
Bantam Books
John Wiley & Sons
Warner Books
Simon & Schuster
Scribner
Perigee
Prentice Hall
Vintage Books

Oct Nov Dec

Profit

Supplier Analysis

on a single dashboard page. This allows dashboard designers to embed the equivalent

Graph Summary
Revenue

Profit

Profit
Margin

Supplier
Share

$1,253
$1,011
$892
$810
$744
$644
$438
$376
$358

$338
$284
$252
$210
$195
$150
$118
$101
$94

26.98%
28.09%
28.25%
25.93%
26.21%
23.29%
26.94%
26.86%
26.26%

19.2%
15.5%
13.7%
12.4%
11.4%
9.9%
6.7%
5.8%
5.5%

A Dozen or More Reports

Single Dynamic Dashboard

Executed Sequentially and


Repeatedly by the User

Synchronized Views of Data with


On-dashboard Selector Controls

of dozens of individual reports within the screen real estate of a single dashboard.

PRODUCT PERFORMANCE
Category

USA

Revenue

Revenue Performance

# Customers

Monthly

Transactions Per Customer

Product Revenue

Quarterly

Audio Equipment

$800K
$700K

$500K

$10K

Ja
n
0
Fe 7
b
0
M 7
ar
07

07

07
ec

pr

Electronics Miscellaneous

07

07
ct

ov

07

ug

Se

07

07

07

l0

Ju

ay

Ju

pr
A

07

07
07 07 07 07 07 07 07
ay un Jul ug ep ct ov ec
J
M
O N
S
A
D

Audio Equipment
Revenue

Cameras
Revenue

Northwest

$200K

Northeast

$160K

West

$120K

Southwest

07

07

ec
D

07
ct
O

07

07
p
Se

7
Mid-Atlantic Revenue

ug

l0

07
n

07
ay
M

Ju

07

07

pr
A

ar
M

07

$0K
Fe

South

Quarterly

$40K

07

Mid-Atlantic

TVs
Revenue

$80K

Southeast

Monthly

ov

n
Ja

$0K

Regional Revenue Performance

Central

10

07

07

$0K

Ja

required.

dashboard let users flip

$20K

Computers

$100K
07

to dashboards using just drag-and-drop actions no programming

$30K

$200K

Fe

the dashboards for easy access by users and selector controls are added

placed directly on the

$40K

TVs

ar

sliders, and buttons. All of these selector controls are exposed directly on

$300K

Intuitive selector controls

$50K

Video Equipment

$400K

controls from radio buttons, to check boxes, drop-down boxes, time

Quarterly

$60K

Cameras

$600K

Monthly

$70K

MicroStrategy Dynamic Dashboards support a wide range of selector

Electronics

Profit Margin

Ju

Dynamic Dashboards Contain Selector Controls that Allow Users


to Flip Through Many Different Views of the Data

Profit

Country

through many different


views of the data.

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Dynamic Dashboards Can Be Consolidated into a
Multi-layout Dashboard book
1

Dozens of Reports
Frequently Used Together

Dynamic Dashboards

Consolidates Dozens of Reports

CATEGORY PERFORMANCE DASHBOARD

Select Category

Select Region

Books

Multi-layout Dashboard Book


Consolidates Multiple Independent Dashboard Designs

Northeast

Books in Northeast
KPIs - 2006
Revenue
Revenue LY
Profit Margin
Sell-through

Alerts

$4,078
$5,015
26.7%
24.3%

This report shows revenue and profit data for a particular product category. It includes subcategory-level
data as well as supplier data.

Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Revenue Contribution by Subcategory

Detailed Table

Art &
Architecture

25.0%

Business

25.1%

2006 Monthly Revenue and Profit Trends

CATEGORY PERFORMANCE DASHBOARD


Books in Northeast

$500

20.3%

Literature
Books Miscellaneous

KPIs - 2006

Quarterly Customer Analysis for Q4 2006

Alerts

$400
$300

3.3%

$200

Science &
Technology

17.2%

Sports &

$100
$0

9.1%

Health

Jan

Feb Mar

Subcategory Performance

Apr May Jun

Jul

Revenue

Click on any revenue bar to view the Monthly Revenue and Profit
Trends for that Subcategory.
Graph Summary

Revenue

Profit

Profit
Margin

End on
hand

Art & Architecture


Business
Literature
Books Miscellaneous
Science &
Technology
Sports & Health

$918
$1,024
$826

$261
$275
$201

28.43%
26.86%
24.33%

1,980
2,558
3,328

$28

$7

25.00%

284

$439

$120

27.33%

857

$371

$97

26.15%

1,341

Total

$3,606

$961

26.65%

10,348

Subcategory

Detailed Table

$700
$600

Aug Sep

Supplier

Oct Nov Dec

Profit

Supplier Analysis

Graph Summary
Revenue

Profit

Profit
Margin

Supplier
Share

$1,253
$1,011
$892
$810
$744
$644
$438
$376
$358

$338
$284
$252
$210
$195
$150
$118
$101
$94

26.98%
28.09%
28.25%
25.93%
26.21%
23.29%
26.94%
26.86%
26.26%

19.2%
15.5%
13.7%
12.4%
11.4%
9.9%
6.7%
5.8%
5.5%

McGraw Hill
Bantam Books
John Wiley & Sons
Warner Books
Simon & Schuster
Scribner
Perigee
Prentice Hall
Vintage Books

Dashboard 1

Dashboard 2

CATEGORY PERFORMANCE DASHBOARD

Dashboard 3

Select Category

Select Region

Books

Northeast

Books in Northeast
KPIs - 2006
Revenue
Revenue LY
Profit Margin
Sell-through

Alerts

$4,078
$5,015
26.7%
24.3%

This report shows revenue and profit data for a particular product category. It includes subcategory-level
data as well as supplier data.

Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Revenue Contribution by Subcategory

Detailed Table

Art &
Architecture

25.0%
25.1%

Business
20.3%

Literature
Books Miscellaneous
Customer Segmentation and Profitability

Customer Analysis
Quarterly Analysis

Select a Quarter

Acquisition, Attrition, and Retention


Performance Summary:

3.01% Acquisition Rate,

39
42
40

1,299
1,333
1,363

Attrition
% New to
All New

3.00%
3.15%
2.93%

Lost
Active
Customers Customers

32.23%
34.71%
33.06%

7
8
10

Quarterly Acquisition Trend

1,299
1,333
1,363

< 21

21-40

41-60

Income Range

Revenue $

Avg Transaction
Size $

Revenue per
Customer $

% Lost to
All Lost

Retained
Customers

Active
Customers

Retention Rate

0.54%
0.60%
0.73%

28.00%
32.00%
40.00%

1,260
1,291
1,323

1,299
1,333
1,363

97.00%
96.85%
97.07%

Profit $

0 - 20K

$41,183.10

$298.43

$686.39

$2,428.18

20K - 40K

$54,498.44

$465.80

$1,028.27

$3,538.64

40K - 60K

$23,178.17

$246.58

$551.86

$1,406.37

60K - 80K

$51,844.68

$518.45

$1,205.69

$3,091.98

> 80K

$23,783.53

$247.75

$540.53

$1,479.12

0 - 20K

$46,635.75

$376.09

$790.44

$2,960.92

20K - 40K

$33,312.13

$350.65

$812.49

$1,717.86

40K - 60K

$49,186.10

$341.57

$768.53

$2,762.07

60K - 80K

$37,477.31

$312.31

$749.55

$2,324.83

> 80K

$23,826.98

$187.61

$458.21

$1,375.57

0 - 20K

$44,158.71

$304.54

$679.36

$3,219.34

20K - 40K

$55,093.39

$326.00

$734.58

$3,345.29

40K - 60K

$43,422.04

$269.70

$578.96

$2,455.90

60K - 80K

$43,336.86

$390.42

$866.74

$2,736.80

> 80K

$33,851.87

$266.55

$573.76

$2,136.33

Document Execution Time: 12/29/2006 9:48:25 AM

$0

Jan

Feb Mar

Apr May Jun

Revenue

Jul

Aug Sep

Oct Nov Dec

Profit

Retention

Attrition
Rate

Quarterly Attrition Trend

Quarterly Retention Plan

Customer Analysis by Age Range and Income Range


Age Range

$100

Click on any revenue bar to view the Monthly Revenue and Profit
Trends for that Subcategory.

0.62% Attrition Rate, and 96.99% Retention Rate

Acquisition
New
Active
Acquisition
Customers Customers
Rate
Oct 2006
Nov 2006
Dec 2006

Q4 2006

$500

$200

9.1%

Health

Quarterly Customer Analysis for Q4 2006

$600

$300

17.2%

Sports &

Year-to-date Analysis

Detailed Table

$700

$400

3.3%

Science &
Technology

Cross-sell Analysis

2006 Monthly Revenue and Profit Trends

Customer Distribution by Income Range

Subcategory Performance

Graph Summary

Revenue

Profit

Profit
Margin

End on
hand

Art & Architecture


Business
Literature
Books Miscellaneous
Science &
Technology
Sports & Health

$918
$1,024
$826

$261
$275
$201

28.43%
26.86%
24.33%

1,980
2,558
3,328

$28

$7

25.00%

284

$439

$120

27.33%

$371

$97

26.15%

1,341

Total

$3,606

$961

26.65%

10,348

Subcategory

857

Supplier Analysis
Supplier
McGraw Hill
Bantam Books
John Wiley & Sons
Warner Books
Simon & Schuster
Scribner
Perigee
Prentice Hall
Vintage Books

Graph Summary
Revenue

Profit

Profit
Margin

Supplier
Share

$1,253
$1,011
$892
$810
$744
$644
$438
$376
$358

$338
$284
$252
$210
$195
$150
$118
$101
$94

26.98%
28.09%
28.25%
25.93%
26.21%
23.29%
26.94%
26.86%
26.26%

19.2%
15.5%
13.7%
12.4%
11.4%
9.9%
6.7%
5.8%
5.5%

0 - 20K
23.0%

20.6%

20K - 40K

40K - 60K

18.4%
22.1%
16.0%

60K - 80K

> 80K

Document Author: John Smith

MicroStrategys Dynamic Dashboards can consolidate a dozen or more individual grid and graph reports into a single dashboard where the
various views of data across graphs and grids are synchronized using selector controls placed directly on the dashboards. With MicroStrategy 9,
multiple independent dashboards can be further consolidated into a single dashboard book using the new Multi-layout
feature that places each dashboard design on a single tab of the dashboard book.
11

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Dynamic Dashboards Have Even More Interactivity Available
for Dashboard Users
CATEGORY PERFORMANCE DASHBOARD

Select Category

Select Region

Books

Northeast

Books in Northeast
KPIs - 2006
Revenue
Revenue LY
Profit Margin
Sell-through

Alerts

$4,078
$5,015
26.7%
24.3%

This report shows revenue and profit data for a particular product category. It includes subcategory-level
data as well as supplier data.

Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Revenue Contribution by Subcategory

Detailed Table

Art &
Architecture

Books Miscellaneous

$500

20.3%

$400
$300

3.3%

$200

Science &
Technology

17.2%

Sports &

$100
$0

9.1%

Health

Jan

Feb Mar

Subcategory Performance

Graph Summary

Revenue

Profit

Profit
Margin

End on
hand

Art & Architecture


Business
Literature
Books Miscellaneous
Science &
Technology
Sports & Health

$918
$1,024
$826

$261
$275
$201

28.43%
26.86%
24.33%

1,980
2,558
3,328

$28

$7

$439

$120

27.33%

857

$371

$97

26.15%

1,341

Total

$3,606

$961

26.65%

10,348

25.00%

Apr May Jun

Revenue

Click on any revenue bar to view the Monthly Revenue and Profit
Trends for that Subcategory.

Subcategory

Detailed Table

$600

25.1%

Business
Literature

2006 Monthly Revenue and Profit Trends


$700

25.0%

Aug Sep

Supplier

Oct Nov Dec

Profit

Supplier Analysis

McGraw Hill
Bantam Books
John Wiley & Sons
Warner Books
Simon & Schuster
Scribner
Perigee
Prentice Hall
Vintage Books

284

Jul

Graph Summary
Revenue

Profit

Profit
Margin

Supplier
Share

$1,253
$1,011
$892
$810
$744
$644
$438
$376
$358

$338
$284
$252
$210
$195
$150
$118
$101
$94

26.98%
28.09%
28.25%
25.93%
26.21%
23.29%
26.94%
26.86%
26.26%

19.2%
15.5%
13.7%
12.4%
11.4%
9.9%
6.7%
5.8%
5.5%

Dynamic
Dashboards
Have Drilling
Capability

Internet
2006 Monthly Revenue and Profit Trends

Detailed Table

Subcategory Performance
Subcategory

12

Revenue

Profit

Art & Architecture


Business
Literature
Books Miscellaneous
Science &
Technology
Sports & Health

$918
$1,024
$826

$261
$275
$201

$28

$7

$439

$120

$371

$97

Total

$3,606

$961

Revenue

Profit

MicroStrategy 9 Dynamic Dashboards are Fully Interactive Out-of-the-Box,


Because They Inherit ROLAP Drilling Capability

MicroStrategy 9 Dynamic Dashboards Can Access Real-time Information Feeds


Directly from the Internet

With MicroStrategy 9, all grids and graphs on Dynamic Dashboards will automatically

With MicroStrategy 9 Dynamic Dashboards, users can paste any HTTP-accessible Web

inherit ROLAP drilling capability that allows users to interactively investigate data

content directly into a Dynamic Dashboard, thus providing real-time access to Internet-

throughout the data warehouse.

based information and Internet functionality.

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Dynamic Dashboards Can Now Be Created by Business Users
. . . Are Now Easy to Achieve by Business
Users Using New Dashboard Templates

Pixel Perfect Desktop Publishing


Quality Dashboards . . .

Folio BOOKSTORES

Year to Date Sales Review


December 31, 2007

Quarterly Analysis

Performance Summary:

3.01% Acquisition Rate,

McGraw Hill

$300,000

Prentice Hall

OCT

140

Revenue by Region

Acquisition
Rate

Retention Rate

1,299
1,333
1,363

97.00%
96.85%
97.07%

Quarterly Retention Plan


1400

2%

1%

Lost
Customers
Attrition
Rate

1%

0%

2006 Q4

80%

1000
60%

800

Retained
Customers
Retention
Rate

600

40%

400
0%
0%

2006 Q1

Simon & Schuster

Note: % New to All New is calculated as # New Customers at the month level
divided by # New Customers in the analyzed period.

100%

1200

2%

12

2006 Q3

Active
Customers

1,260
1,291
1,323

16

2%

2006 Q2

Retained
Customers

28.00%
32.00%
40.00%

20

20
2006 Q1

% Lost to
All Lost

0.54%
0.60%
0.73%

28

New
Customers

6%
4%

Bantam Books

Retention

Attrition
Rate

24

8%

60
40

1,299
1,333
1,363

Quarterly Attrition Trend

26.2%12%
$811,99110%
30.1%
$932,859

80

2006 Q2

2006 Q3

2006 Q4

20%

200
0

0%

2006 Q1

2006 Q2

2006 Q3

Blank
Dashboard

Four Contents

Four Titles and


Four Contents

One Content Left Two


Contents Right

One Content Top Two


Contents Bottom

Three Contents

Title and Content

Title and Four


Contents

Title and Two Contents

Two Contents

2006 Q4

Note: % Lost to All Lost is calculated as # Lost Customers at the month level
divided by # Lost Customers in the analyzed period.

Customer Analysis by Age Range and Income Range


$0

$200,000

$400,000

$600,000

$800,000
Age Range

Income Range

Human Resources
Dashboard
- Benefits
TOP SELLING PRODUCTS (ITEM)
UNITS SOLD
UNIT PRICE
REVENUE
Supplier Detail
< 21

0 - 20K
20K - 40K

Last Updated on 12/31/07

100 Places to Go While Still Young at Heart


Foundation Analysis and Design
Working with Emotional Intelligence

TOTAL

7
8
10

Quarterly Acquisition Trend

Mid-Atlantic
Southwest
Northeast
Southeast
Central
West
Northwest
South

$3,099,200

Lost
Active
Customers Customers

32.23%
34.71%
33.06%

$830,585

DEC

NOV

JUL

SEP

JUN

AUG

APR

MAY

$0

100

$680,700
$545,600
$407,800
$381,200
$301,600
$291,300
$247,100
$243,900

Attrition
% New to
All New

39
1,299
3.00%
16.9%
42
1,333
3.15%
$523,765
40 26.8% 1,363
2.93%

Oct 2006
Nov 2006
Dec 2006

$100,000

Q4 2006

0.62% Attrition Rate, and 96.99% Retention Rate

Acquisition
New
Active
Acquisition
Customers Customers
Rate

$200,000

120

Revenue

Mid-Atlantic
Southwest
Northeast
Southeast
Central
West
Northwest
South

Dashboard Templates
Select a Quarter

Acquisition, Attrition, and Retention

$400,000

$3,099,200

Region

Cross-sell Analysis

Year-to-date Analysis

by Supplier
QuarterlyRevenue
Customer
Analysis for Q4 2006

Monthly Revenue
$500,000

JAN

$149,500
$137,200
$210,400
$244,800
$353,500
$387,500
$125,800
$218,700
$225,600
$256,000
$300,100
$490,100

FEB

Revenue

JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC

MAR

Month

Customer Segmentation and Profitability

Customer Analysis

YEAR TO DATE SALES SUMMARY 2007

3,200
1,400
5,600

$552
$810
$228

10,200

$1,590

EMPLOYEE CLAIMS

2006 Actual

40K - 60K

$147,200
$113,400
$106,400

2007 Actual

2007 Budget
41-60

$1.5M
$1M
$5M

Avg Transaction
Size $
$298.43

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

$1,406.37
$3,091.98

> 80K

$23,783.53

$247.75

$540.53

$1,479.12

$46,635.75

$376.09

$790.44

$2,960.92

Total

$49,186.10

60K - 80K

$37,477.31

> 80K

$23,826.98

0 - 20K

$44,158.71

10

$341.57

1/7/2007

$187.61
$304.54

$3,450

$2,762.07

$749.55
Vison

$2,324.83

$458.21

$1,375.57

$679.36

$3,219.34

401k

40K - 60K

$43,422.041/31/2007 $269.70

$7,875

Dental
$578.96

$2,455.90

60K - 80K

$43,336.861/31/2007 $390.42

$3,000

$866.74
Dental

$2,736.80

> 80K

$33,851.87

$573.76

$2,136.33

Nov

Dec

2/5/2007

$266.55

$15,625

Medical
$734.58

Medical

2/1/2007

$1,315

Vision

2/12/2007

$6,010

401k

2/15/2007

$3,550

401k

2/27/2007

$2,370

Vision

2/28/2007

$12,568
$5,800
$23,000
$4,800

401k

3/31/2007

$2,750

Vision

Corporate

4/5/2007

$1,100

Vision

Central

4/15/2007

$800

Vision

4/19/2007

$6,000

Dental

4/28/2007

$15,230

Medical

10

Field Sales

Central Region

10/6/2007

10/23/2007

Dave Moran

Development

4/28/2007

$6,550

0 - 20K
23.0%

20.6%

20K - 40K

40K - 60K

18.4%
22.1%
16.0%

60K - 80K

> 80K

Document Author: John Smith

Vision
Medical

Two Contents Left


One Content Right

Two Contents Top


One Content Bottom

Two Titles and


Two Contents

Dental

5/1/2007

$3,850

Dental

5/1/2007

$17,275

Medical

5/10/2007

$6,400

Personal - Vacation

5/15/2007

$3,515

Personal - Vacation

5/15/2007

$11,235

LEAVE OF ABSENCE
Thomas Jones

12

$3,345.29

Customer Distribution by Income Range

Medical

3/1/2007
3/31/2007

$1,717.86

$768.53

$55,093.391/20/2007 $326.00$18,250

East

Field Sales

$350.65

1/1/2007 $312.31 $1,600

20K - 40K

Regional

HR

$812.49
Benefit Costs

$33,312.13

40K - 60K

West

Marketing

$3,538.64

$1,205.69

3/15/2007

Departmental
IT

$2,428.18

$551.86

$518.45

EMPLOYEE COMPENSATION CLAIMS

Finance

Profit $

$686.39
$1,028.27

$246.58

$51,844.68

Document Execution Time: 12/29/2006 9:48:25 AM

$0M

Revenue per
Customer $

$23,178.17

Powered by
0 - 20K
$367,000 21-40
20K
- 40K
Medical
Dental
Vision

$2M

Revenue $
$41,183.10

Powered
$54,498.44 Analysis
$465.80by
Sales Representative

60K - 80K

401k
401k
Medical

Central Region

7/14/2007

7/16/2007

Hugo Martinez

IT

Central Region

5/12/2007

5/19/2007

Personal - Vacation

5/15/2007

$2,200

Dental

Gordan Leigh

Field Sales

Central Region

7/5/2007

7/14/2007

Personal - Vacation

5/20/2007

$6,500

401k

Shannon Bryant

Field Sales

Central Region

8/24/2007

8/31/2007

Personal - Vacation

5/31/2007

$5,300

Medical

Carrie Porter

Human Resources

Central Region

5/28/2007

6/5/2007

Personal - Vacation

6/5/2007

$560

Dental

Mike Douglas

IT

Central Region

6/22/2007

6/28/2007

Personal - Vacation

6/5/2007

$1,420

Vision

6/10/2007

$2,500

Vision

Pixel PerfectTM Dashboards Can Be Created by Business Users Using the New Dashboard Templates
MicroStrategy 9 enables business users to create sophisticated dashboard designs easily using the new dashboard template feature and a
range of design assistants that accelerate and simplify the dashboard design process.

13

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Distribution Services Places the Control of Information Distribution
into the Hands of the Business User
Enterprise

Department

Subscribe Others

Subscribe Self

Workgroup

E-mail

| Prin ter s | Fol ders

R ep or ts | D as hb oa rds

MicroStrategy Distribution Services Enables Business


Users to Set Up Automated Information Distributions for
Themselves and for Co-workers
MicroStrategy 9 Distribution Services is a high-volume automated
distribution system for reports and dashboards. It is designed to
provide business users with the ability to subscribe themselves or
subscribe others to receive distributions. Business users can set
up their own personal alert conditions that, when met, will
trigger distributions to occur.

Send Now
On Schedule

14

On Event
On Alert

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Has Many New Features to Facilitate Distributed Development
Multiple Developers Make Application Modifications

The Change Journal Records Every Modification

BI Applications Are Defined in Metadata

Distributed
Development
Environments

Create Update
Packages

Apply Update
Packages

Migrate to
Production

Change Journal

NAME

TYPE

USER
NAME

TIME
STAMP

TRANSACTION OBJECT
TYPE
ID

Dev 1
US
COMMENTS

Dev 2
India

Test
Environment

Dev 3
China

Production
Environment

Data
Warehouse

Synchronize Development Environments

MicroStrategy 9 Change Journaling Feature Captures All Changes and


Coordinates Multiple Development Teams

MicroStrategy 9 Update Packages Enable Development Across


Multiple Distributed Development Environments

The Change Journaling capability captures all changes made to the metadata and

The MicroStrategy 9 Update Package feature allows multiple development teams in

is particularly valuable when there are multiple independent development teams

different locations to each work on a local copy of the metadata. Periodically they

contributing to a single common metadata or BI application.

submit their updates to a centralized Test Environment where overlaps are reconciled.
A final update package is then sent to the Production Environment and is also sent back
to the development environments to keep them in sync.

Independent
Dashboard Design

Multi-layout
Assembly

Page Perfect
Output

Quarterly Customer Analysis for Q4 2006

Perfect Online
Page-by Navigation
Selector Controls
Interactive Grids

Multi-layout
Assembly

Complex Multi-part Statement Applications Can Be Built Using New MicroStrategy


9 Reporting Features
MicroStrategy 9 provides new features designed specifically to meet the needs of complex
reporting applications typified by customer statements. These types of BI applications
require multiple developers to design and maintain the reports, and they need Pixel Perfect

Monthly Statement
Table of Contents
Summary . . . . . . . . . . . . 1
Banking . . . . . . . . . . . . 3
Brokerage . . . . . . . . . . 12
Credit . . . . . . . . . . . . 33

Perfect PDF Print


Full Pagination
Table of Contents
Watermarks

behavior both on-screen and in print.

15

Extending the Performance, Scalability, & Efficiency of Enterprise BI


MicroStrategy 9 Has Many New Features to Facilitate Distributed Governance
& Administration
Centralized IT Admin

Marketing

Finance

Sales

Distributed Departmental Admin

HR

Marketing

Finance

Sales

Administrative Responsibility Can Be Distributed to Departmental


Business People

HR

MicroStrategy 9 allows user and application administration responsibilities


to be distributed to business people within individual departments using
a Web interface. This offloads that task from centralized IT personnel and
is generally more responsive to local departmental business requests.

BI Applications

BI Applications

Departmental Governance

Centralized
Governance
Committee

MicroStrategy 9 Supports Distributed Governance Operational Models

Marketing

Finance

Sales

HR

Marketing

Finance

Sales

HR

MicroStrategy 9 is designed to support distributed governance models of


operation where departments retain autonomous control over their piece of
the overall BI system. This gives departments the ability to have their own
databases, their own BI applications, and their own metadata within the same
Dept
BI Apps

infrastructure as the enterprise BI applications and metadata. This provides


departments with enterprise-caliber BI technology, but also the nimbleness

Enterprise
BI Applications

Dept
BI Apps

Dept
BI Apps

Dept
BI Apps

Enterprise
BI Applications

that comes from autonomous control.


Enterprise Data
Warehouse

16

Departmental
Databases

Enterprise Data
Warehouse

Enabling Rapid Deployment of Departmental BI


MicroStrategy 9 Brings Enterprise-caliber BI Technology Easily Within Reach
of Departmental BI Initiatives

Enterprise BI Configuration

Departmental BI Configuration

Departmental BI Systems Require Less Data Engineering than


Report
Designer

Report
Designer

Enterprise BI Systems
The biggest difference between a departmental BI system and an enterprise
BI system is the lack of IT resources. Departments generally do not have the

BI Platform

BI Architect

BI Architects
Departmental

Reporting
Database

DBAs

IT personnel or the IT infrastructure of servers and databases to implement


a fully configured BI system. Fortunately, most departmental BI applications

BI Solution includes:

do not need the full power of a properly engineered enterprise system.

BI Platform

They do not need full ETL control, nor do they need a high-performance,

Simple DB

Simple ETL

high-capacity database system. What they really need is a BI technology


that lets them access all of the data and get their BI system running quickly
without significant technical expertise or infrastructure. MicroStrategy 9 now

ETL

brings enterprise-caliber BI capabilities within easy reach of departmental BI

ETL Engineers

application needs.

Operational Databases

Operational Databases

Departmental BI systems lack the breadth of IT resources that enterprise BI systems enjoy, so
departmental BI technology must be able to access operational databases directly and provide
all of the necessary technical components out-of-the-box.

17

Enabling Rapid Deployment of Departmental BI


MicroStrategy 9 Multi-source ROLAP is a Seamless Extension of MicroStrategys
ROLAP Architecture
9

ROLAP

Multi-source ROLAP

MicroStrategy 9 Multi-source ROLAP Models Multiple


Databases as if They were a Single Database
MicroStrategys new Multi-source ROLAP capability allows the
MicroStrategy metadata to span many databases and treat that
collection of databases as if it were one large logical database.
Multi-dimensional
Business Model
ROLAP SQL Engine

The MicroStrategy multi-source engine examines every data

Multi-dimensional
Business Model

request and determines the optimum database from which to


retrieve the data for every pass of SQL.

Multi-source Engine
ROLAP SQL Engine

Using the Multi-source Engine,


Multiple Databases are
Modeled as a Unified
Multi-dimensional Source

ROLAP

Multi-source ROLAP Allows Users to Seamlessly Traverse Multiple Databases


MicroStrategy 9 Multi-source ROLAP is completely transparent to users and developers.

Drilling Anywhere Across


the Data Warehouse

Multi-source ROLAP

Drilling Anywhere Across


Multiple Databases

Users have the same interactive access to data and drilling across multiples sources as they
do when accessing and drilling within a single database. Moreover, Multi-source ROLAP is
completely transparent to report designers. When users drag attributes and metrics onto a
report, they cannot tell from which database those attributes and metrics will be sourced.

ROLAP SQL Engine

Multi-source Engine
ROLAP SQL Engine

18

Enabling Rapid Deployment of Departmental BI


MicroStrategy 9 Multi-Source ROLAP is Designed for High Performance
Other BI Technologies
(Business Objects, Cognos, Oracle)

Multi-source ROLAP
Push-down Joining Uses the DBMS Engine

MicroStrategy Multi-source ROLAP Uses a Unique High Performance Pushdown Architecture to Join Data Using the Database Engines

Basic
BI Server

MicroStrategys Multi-source ROLAP joins data using the database engines, rather

MicroStrategy
BI Server

than transferring all of the data into the middle-tier BI server as with other BI
technologies. This is called push-down joining and it requires very sophisticated

Multi-pass
SQL

SQL generation that is only possible with true ROLAP engines. Push-down joining
delivers high performance because it moves the least amount of data and utilizes the

SQL

tremendous power of the modern database engines.

SQL

MicroStrategy 9 Multi-source ROLAP Allows Data


Environments to be Optimized for Performance and Cost

Supporting Hub and Spoke Data Architectures

Balance the Workload Across Databases

Multi-source ROLAP is useful even for enterprise BI


MicroStrategy Virtual Cube

implementations where data engineers want to distribute

MicroStrategy Virtual Cube

data across a range of database servers to optimally match


database power with data workload. MicroStrategys Multisource ROLAP engine automatically selects the best database
Sybase
IQ

MySQL

for each query when the data is accessible from more than

Netezza

one source. This helps free up capacity on expensive, high


capacity database servers.
Marketing
Data Mart

Mfg
Data Mart

SQL
Server

SQL
Server

DB2

Enterprise
Data Whse

Financial
Data Mart

Sales
Data Mart

Lookups, Aggregates,
Summary Data

Teradata

Enterprise Data Warehouse

19

Enabling Rapid Deployment of Departmental BI


MicroStrategy 9 Can Deliver Departmental BI Solutions with Little or No IT Support

Enterprise BI

Departmental BI

Fully Engineered Configuration

Rapid Deployment Configurations

Requires: BI Expertise
Database Expertise
ETL Expertise

Requires: BI Expertise

Using Multi-source ROLAP

Using In-memory ROLAP

MicroStrategy 9 Can Provide


Departmental BI Quickly and Without
the Need for Separate ETL and
Database Technology
MicroStrategys Multi-source ROLAP and
In-memory ROLAP provide critical

BI Platform

In-memory
ROLAP Cube
Databases

BI Platform
Multi-source

Multi-source

components to support the need for fast


and simple departmental BI solutions that
require little or no IT support. Using just
Multi-source ROLAP, businesses can set up

Reporting
Database

the simplest BI environment where the BI


system directly accesses the operational

ETL

Interactive Access
to Databases

Load Data

databases. Adding In-memory ROLAP


lets businesses create simple in-memory
databases to be used for decision support
queries. Basic scheduled queries can
be used to periodically load the cube
databases with the latest operational data.

Operational Databases

20

Operational Databases

Operational Databases

Enabling Rapid Deployment of Departmental BI


MicroStrategy 9 Can Deliver Departmental BI Solutions Quickly

Connect to DBs

Create Metadata

Create Databases

(Multi-source ROLAP)

(Graphical Architect)

(In-memory ROLAP)

Schedule ETL

Create Reports &


Dashboards

(Query Scheduler)

(Web Professional)

Multi-source

Multi-source

Multi-source

Multi-source

Multi-source

Query Scheduler

Query Scheduler

Using MicroStrategy 9, the Five Steps to Implement a Departmental BI System Can Be Accomplished within a Day

21

Enabling Rapid Deployment of Departmental BI


MicroStrategy 9 Can Deliver Departmental BI Solutions Easily

MicroStrategy 9
Software

Software
&
Hardware

Installation

Installation Wizard

Step 1:
Install MicroStrategy 9 and
Connect to the Databases Using
MicroStrategy Multi-source
ROLAP Capability
takes the user through a guided
process to install all of the necessary
MicroStrategy software components.

Windows
LINUX
AIX
HP-UX
SOLARIS

MicroStrategy Multi-source ROLAP


allows the user to connect to

Database Design

Attribute
Attribute
Attribute
Attribute
Attribute
Metric

Metadata

Select Tables
Define
Attributes

Multi-source

Define
Hierarchies
Define
Metrics

COLUMNS

Metric
Metric
Metric

multiple databases, including Excel.

Graphical Architect

ROWS

DATA

Metric

Step 2:
Create the Business Model (Metadata)
Using Graphical Architect

Step 3:
Design the Databases Using In-memory ROLAP
Cubes

The next step is to create the multi-

Designing In-memory ROLAP Cubes is no more

dimensional business model (metadata)

complicated than designing reports. Users simply

based on the rows and columns presented

drag-and-drop whatever combinations of attributes and

by the databases. MicroStrategys Graphical

metrics they want onto a cube design template and

Architect provides a simple palette for

then save the result. There are no tables to define, keys

identifying which tables and columns from

to specify, or data types to define. The MicroStrategy

the various databases are to be used and

software takes care of everything needed to create the

describes the relationships between the

cube database, based only on the attributes and metrics

columns. At the end of the process, the

that users want to include in their reporting.

user has a list of attributes and metrics


objects that can be dragged-and-dropped
onto reports or dashboards.

22

Report Design

MicroStrategys installation wizard

4
Multi-source

Multi-source

In-memory ROLAP

Enabling Rapid Deployment of Departmental BI


MicroStrategy 9 Can Deliver Departmental BI Solutions Easily
9

9 Web

Intelligence Server Scheduler


Pick Schedule

Attribute

Multi-source

Every Day at 2am

Attribute

Format

Attribute

Every Saturday at 2am

PAGE-BY:

Category:

Books

Attribute

Every Sunday at 2am

Subcategory Metrics

Attribute

Query Scheduler

Every Monday at 2am

Drag-and-Drop

Run

Metric

Every Tuesday at 2am

COLUMNS

Metric

Every Wednesday at 2am

Metric

Every Thursday at 2am

Metric
Metric

Every Friday at 2am

3
ROWS

Revenue

Profit

Cost

Art & Architecture

$859,358

$201,412

$857,945

Business

$589,246

$132,117

$457,129

Literature

$295,385

$59,491

$235,894

Books - Miscellaneous

$366,250

$87,148

$299,102

Science & Technology

$1,375,727

Sports & Health


Total

$538,269
$4,024,235

$310,489 $1,065,238
$120,039

$418,230

$890,696 $3,133,539

Step 4:
Schedule Simplified Extract and Load Capability
Using MicroStrategy Query Scheduler

Step 5 Part 1:
Build Reports Using MicroStrategy Web Professional

MicroStrategys native scheduling system is all that is needed to periodically repopulate

or the more feature-rich Desktop Designer interface. In either interface, the act of

the ROLAP Cubes with fresh data from the source databases.

creating a report is the same simply drag-and-drop attributes and metrics onto a blank

Users can design reports in MicroStrategy 9 using the simple Web Professional interface

report template, then format the template and run the report.

Pick a Template
to Start

Blank

Select Some
Reports for Data Sets

Attribute
Attribute

3 Lay Out the Dashboard

Tab 1

Attribute

The MicroStrategy Report Services component handles both dashboards


CATEGORY PERFORMANCE DASHBOARD

Metric

KPIs - 2006
Revenue
Revenue LY
Profit Margin
Sell-through

Grid

Graph

25.0%
25.1%
20.3%

$700

$500

before. Using new dashboard templates, business users are guided

$200
$100
$0

Subcategory Performance

Graph Summary

Revenue

Profit

Profit
Margin

End on
hand

Art & Architecture


Business
Literature
Books Miscellaneous
Science &
Technology
Sports & Health

$918
$1,024
$826

$261
$275
$201

28.43%
26.86%
24.33%

1,980
2,558
3,328

$371

Total

$3,606

Subcategory

new capabilities to create dashboards more quickly and easily than ever

$600

Jan

Feb Mar

$28

$7

25.00%

$439

$120

27.33%

$97

26.15%

1,341

$961

26.65%

10,348

284
857

Apr May Jun

Revenue

Click on any revenue bar to view the Monthly Revenue and Profit
Trends for that Subcategory.

Advanced Visualization

Detailed Table

$300

9.1%

Health

2006 Monthly Revenue and Profit Trends

$400

17.2%

Sports &

Attribute

Metric

Imported
Dashboard
Design

Detailed Table

3.3%

Science &
Technology

Attribute

Metric

and enterprise report designs. MicroStrategy 9 dashboards now include

Alert: Forecasted revenue is $ 4,363 vs. revenue of $4,078 -- 6.5% under forecast.

Art &
Architecture

Books Miscellaneous

Metric

Northeast

This report shows revenue and profit data for a particular product category. It includes subcategory-level
data as well as supplier data.

Business

Attribute

Select Region

Books

Alerts

$4,078
$5,015
26.7%
24.3%

Revenue Contribution by Subcategory

Literature

Corporate
Template
(Custom)

Select Category

Books in Northeast

Metric
Metric

Step 5 Part 2 :
Design Dashboards Using MicroStrategy Web Professional and
New Dashboard Templates

Tab 2

Title

Metric

MicroStrategy
Template

4 Done

& Format as Desired

Jul

Aug Sep

Supplier Analysis
Supplier
McGraw Hill
Bantam Books
John Wiley & Sons
Warner Books
Simon & Schuster
Scribner
Perigee
Prentice Hall
Vintage Books

Oct Nov Dec

Profit

Graph Summary
Revenue

Profit

Profit
Margin

Supplier
Share

$1,253
$1,011
$892
$810
$744
$644
$438
$376
$358

$338
$284
$252
$210
$195
$150
$118
$101
$94

26.98%
28.09%
28.25%
25.93%
26.21%
23.29%
26.94%
26.86%
26.26%

19.2%
15.5%
13.7%
12.4%
11.4%
9.9%
6.7%
5.8%
5.5%

through a process of populating and formatting their dashboards


without programming or specialized skills.

Metric

23

Supporting Smooth Migration from Departmental Islands of BI to


Enterprise BI

Stage 1
Disparate Islands of BI

Stage 2
Merging Islands of BI

Stage 3
Consolidating Data

All Running on MicroStrategy BI

Using MicroStrategy Multi-source

Re-pointing Metadata to the EDW

Enterprise

Enterprise

HR

Sales

Enterprise

Enterprise DW

Enterprise DW

Fin

HR

Sales

Fin

Finance Dept

HR Dept

Sales Dept

Finance Dept

HR

Sales

HR Dept

Sales Dept

Enterprise DW

Fin

HR Dept

Sales Dept

Finance Dept

MicroStrategy 9 Supports a Gradual and Incremental Migration from Islands of BI into a Consolidated Enterprise BI System
With MicroStrategy 9, companies can follow a three-stage process for consolidating islands of BI gradually into a cohesive enterprise BI architecture. The first stage requires that all
islands of BI are built using MicroStrategy BI technology so that there is metadata compatibility for future consolidation. The second stage is to consolidate metadata for departmental
islands into the enterprise system. Using Multi-source ROLAP, this stage can be done without any disruption to users or their reports. The final stage is to
consolidate the data from disparate databases into the enterprise data warehouse and re-point the metadata to the new data source.

24

MicroStrategy Products

An industrial-strength analytical server optimized for

Provides an integrated development, administration,

enterprise querying, reporting, and OLAP analysis

and run-time business intelligence environment on


the personal computing desktop

An extension to MicroStrategy Intelligence Server,


MicroStrategys enterprise reporting engine delivers
the full range of report formats, including scorecards

A rapid development tool that maps the physical

and dashboards, financial reports, customer invoices

structure of the data warehouse into a logical

and statements, and highly detailed operational

business model

reports

An extension to MicroStrategy Intelligence Server,

Manages business intelligence applications between

OLAP Services enables MicroStrategy Web, Office,

development, testing, and production systems

and Desktop users to perform intuitive OLAP analysis


with Intelligent Cubes
Enables the creation and execution of test-based
An extension to MicroStrategy Intelligence Server,
Distribution Services enables high volume, managed

commands from a command line and a graphical


interface

report distribution through e-mail, printers, and file


systems on a scheduled basis

A monitoring tool that provides usage and resource


information about the business intelligence

An extension to MicroStrategy Intelligence Server,

environment

MultiSource Option enables users to seamlessly


report, analyze, and monitor data across multiple
data sources through a single business model

A report comparison tool that provides automated


information integrity assurance and regression

An interactive environment for reporting and

analysis

analysis through an all-HTML and zero-footprint


Web client

Exposes the functionality of the MicroStrategy


architecture via an open API for customization of

Delivers the full power and sophistication of

the Web interface and integration with third-party

the MicroStrategy industrial-strength business

applications

intelligence platform to the Microsoft Office


Productivity suite

An extension to MicroStrategy Intelligence Server,


Clustering Option adds load-balancing and

An interactive user interface for monitoring,

fault-tolerance to mission-critical MicroStrategy BI

reporting, and analysis for BlackBerry devices

implementations

25

Copyright Information
All Contents Copyright 2009 MicroStrategy Incorporated. All Rights Reserved.
MicroStrategy, MicroStrategy 6, MicroStrategy 7, MicroStrategy 7i, MicroStrategy 7i Evaluation Edition, MicroStrategy 7i Olap Services, MicroStrategy 8, MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager,
MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer, MicroStrategy Email Delivery, MicroStrategy BI Author, MicroStrategy BI Modeler, MicroStrategy Evaluation Edition, MicroStrategy Administrator, MicroStrategy Agent, MicroStrategy
Architect, MicroStrategy BI Developer Kit, MicroStrategy Broadcast Server, MicroStrategy Broadcaster, MicroStrategy Broadcaster Server, MicroStrategy Business Intelligence Platform, MicroStrategy Consulting, MicroStrategy CRM Applications, MicroStrategy Customer Analyzer, MicroStrategy Desktop, MicroStrategy Desktop
Analyst, MicroStrategy Desktop Designer, MicroStrategy eCRM 7, MicroStrategy Education, MicroStrategy eTrainer, MicroStrategy Executive, MicroStrategy Infocenter, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server Universal Edition, MicroStrategy MDX Adapter, MicroStrategy Narrowcast Server,
MicroStrategy Objects, MicroStrategy OLAP Provider, MicroStrategy SDK, MicroStrategy Support, MicroStrategy Telecaster, MicroStrategy Transactor, MicroStrategy Web, MicroStrategy Web Business Analyzer, MicroStrategy World, Alarm, Alarm.com, Alert.com, Angel, Angel.com, Application Development and Sophisticated
Analysis, Best In Business Intelligence, Centralized Application Management, Changing The Way Government Looks At Information, DSSArchitect, DSS Broadcaster, DSS Broadcaster Server, DSS Office, DSSServer, DSS Subscriber, DSS Telecaster, DSSWeb, eBroadcaster, eCaster, eStrategy, eTelecaster, Information Like Water,
Insight Is Everything, Intelligence Through Every Phone, Your Telephone Just Got Smarter, Intelligence To Every Decision Maker, Intelligent E-Business, IWAPU, Personal Intelligence Network, Personalized Intelligence Portal, Query Tone, Quickstrike, Rapid Application Development, Strategy.com, Telepath, Telepath Intelligence,
Telepath Intelligence (and Design), MicroStrategy Intelligent Cubes, The E-Business Intelligence Platform, The Foundation For Intelligent E-Business, The Integrated Business Intelligence Platform Built For The Enterprise, The Intelligence Company, The Platform For Intelligent E-Business, The Power Of Intelligent eBusiness,
The Power Of Intelligent E-Business, The Scalable Business Intelligence Platform Built For The Internet, Industrial-Strength Business Intelligence, Office Intelligence, MicroStrategy Office, MicroStrategy Report Services, MicroStrategy Web MMT, MicroStrategy Web Services, Pixel Perfect, MicroStrategy Mobile, MicroStrategy
Integrity Manager and MicroStrategy Data Mining Services are all registered trademarks or trademarks of MicroStrategy Incorporated.
All other products are trademarks of their respective holders. Specifications subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties or commitments concerning the availability of future products or versions that may be planned or under development.
Patent Information
This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos. 6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,501,832, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432, 6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,707,889,
6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768, 6,792,086, 6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,888,929, 6,895,084, 6,940,953, 6,964,012, 6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,181,417,
7,127,403, 7,174,349, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847, 7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898 and 7,457,397. Other patent applications are pending.

MicroStrategy Incorporated 1861 International Drive


Copyright 2009. All rights reserved.

McLean, VA 22102

703.848.8600

www.microstrategy.com
COLL-0863 0209

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