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COM A place to redefine your BI knowledge

MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge

Microstrategy Technical Training

By Joydip Banerjee DW-BI professional & Microstrategy Technical Educator

© Copyright MICROSTRATEGYEDUCATOR.COM 2009
© Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009

Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge

Setting the expectation

Introductions Expectations Ground Rules Who is the target audience for this course? What topics will be covered?

© Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009

Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge

Method of Instruction

Each Session will be followed by Practical Hands On Trainees will have to create local database (i.e MS Access) LDM & PDM will be provided by the trainer Microstrategy will be configured to connect to the Local database For each topic there will be two Hands On Project 1) Basic 2) Advanced

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COM 2007 © Copyright IBM Corporation 2009 .Server Microstrategy Add Ons ● Microstrategy Office & Microstrategy SDK VLDB Properties Troubleshooting ● ● © Copyright MICROSTRATEGYEDUCATOR. Dashboards.COM A place to redefine your BI knowledge Agenda Microstrategy Essentials ● Introduction to Microstrategy MSTR feature highlights Data Modeling for optimal BI performance MSTR Installation Creating MSTR Project ● ● ● ● Microstrategy Objects ● Schema Objects & Public Objects Microstrategy Report Services ● Reports. Scorecards Microstrategy Administration ● Microstrategy Administration & I .Business Consulting Services MICROSTRATEGYEDUCATOR.

Provides a foundation of proactive delivery of information to system subscribers.Business Consulting Services MICROSTRATEGYEDUCATOR. Allows users to request information and have it delivered to them accurately and quickly.COM 2007 © Copyright IBM Corporation 2009 . Ø Ø A typical BI architecture has the following components Ø A source system (Usually an OLTP system) An ETL Process A data warehouse (OLAP system) A BI platform Ø Ø Ø © Copyright MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Introduction An optimum business intelligence application Ø Gives users access to data at various levels of details.

Dashboards Data modeling Tool SQL queries ETL Tools Manual Queries Custom Applications Data Warehouse BI tools Data warehouse Intermediate Processing Reporting and Analysis © Copyright MICROSTRATEGYEDUCATOR. Scorecards.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR. Charts.COM A place to redefine your BI knowledge How it all fits into DW/BI Framework OLTP DB Reports.

COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.

COM A place to redefine your BI knowledge © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

drill. © Copyright MICROSTRATEGYEDUCATOR. OLAP Analysis. sort. and comprehensive security. Report Authors: Design and refine scorecards. and naming complexity. and monitoring experience for fact-based decisions. BI Architects: Model the business into easy to understand objects such as business dimensions. Advanced and Predictive Analysis. metrics. Enterprise Reporting. business attributes. ad hoc report creation. Administrators: Manage enterprise BI applications for thousands of users using real-time system monitoring. on-the-fly metric creation. while maintaining the lowest total cost of ownership (TCO).Business Consulting Services MICROSTRATEGYEDUCATOR. report filtering. historical operating information. and OLAP reports — with what-you-see-is-what-you-get (WYSIWYG) ease. and more. enterprise reports. BI Developers: Create the crucial and reusable report building blocks that business users. Analysts: Investigate enterprise data with easy to use analytical techniques such as pivot.COM A place to redefine your BI knowledge What is enterprise business intelligence and how does the MicroStrategy 8 platform deliver it? Business Users: Explore all 5 styles of BI — Scorecards and Dashboards. and Alerts and Proactive Notification — integrated into a seamless reporting. time series calculations and many more. and facts to eliminate database table.COM 2007 © Copyright IBM Corporation 2009 . analysis. and report authors use: KPIs. BI Project or Application Managers: Turn business users’ requirements into insightful BI applications. prompting. dashboards. schema. analysts. prompts. data filters.

COM A place to redefine your BI knowledge Architecture Simple.COM 2007 © Copyright IBM Corporation 2009 . scalable and unified architecture © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.

Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine yourPlatform MicroStrategy 8 BI knowledge Server Administration User Interface Developer Tools Service Modules Intelligence Server MSTR Administrator Desktop MSTR Administrator OLAP Services Narrowcast Server Narrowcast Administrator MSTR Web MSTR Desktop Report Services (Architect/Design er) SDK Data mining Services MSTR Office BI Developer Kit MSTR SAP Services © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

all attribute IDs within the compound structure that are needed to uniquely identify an attribute within the compound structure should be included in base tables at that attribute level.COM 2007 © Copyright IBM Corporation 2009 . © Copyright MICROSTRATEGYEDUCATOR. would you like to include in your decision support reports? These could be from a different data source altogether and typically reflect the business rules of the organization. Within each dimension. Hence the data model should have a schema suitable for ROLAP Snowflake schemas work best with MSTR Deal with M:M relationship in the Database.Business Consulting Services MICROSTRATEGYEDUCATOR. what is the drill-down path along which you would like to get data at successively finer detail? This provides an indication of the principal attribute hierarchy within each dimension and forms the basis of the connected tree of attributes that will completely specify the dimension Cooked tables of required Correct Indexing strategy Data Partitioning strategy In the case of compound attributes. Do not try to deal with M:M in MSTR Verify all dimensions required are available in database Understand the relationship between dimensions in your model Identify the granularity of facts Understand the aggregates Your data model should not include unconnected attribute hierarchies within the same dimension Prepare your model for transformations Maintain homogenous definitions in warehouse Raw data is usually copious. not present in the raw data.COM A place to redefine your BI knowledge Data Modeling for MSTR MSTR uses ROLAP. consisting of a large number of facts and attributes. What subset of the facts and attributes in the raw data are of interest to you in decision support investigations? What attributes and facts.

COM 2007 © Copyright IBM Corporation 2009 . and partitioned base tables Partitioned base tables must contain either the attribute by which they are partitioned or one of its descendants Parts of a compound attribute cannot be omitted from partitioned base tables For each level of aggregation. In addition.Business Consulting Services MICROSTRATEGYEDUCATOR. or atomic. you must construct a Partition Mapping Table that contains the attribute ID(s) you are using for your partition. the IDs and descriptions of all the attributes within the compound structure that are necessary to uniquely identify an attribute should be included in the lookup table © Copyright MICROSTRATEGYEDUCATOR. description of the attribute. Neither range nor description mapping is supported. key For all attributes that are not compound. or both For compound attributes. the data warehouse must contain a separate lookup table for each attribute and only one record per attribute element. lookup tables can contain only the attribute ID. the Partition Mapping Table must contain a column named “PBTNAME” containing the names of each of the partitioned base tables. Column names must be consistent throughout the Partition Mapping Table. Multiple attributes can use the same lookup table as long as the lookup can only be joined to a fact table by the unique. attribute lookup tables.COM A place to redefine your BI knowledge Data Modeling for MSTR The warehouse can be partitioned along any number of dimensions If you choose to partition a table in your data warehouse. You must have one Partition Mapping Table (PMT) for each fact table to be partitioned.

you must not include the parentchild relationship in the lookup table containing the child attribute When creating modified lookup and relationship tables. you must ensure that each nonmultiple parent-child relationship is in one table in which the child attribute is the primary key. no descendants of the child attribute can be included in this table For attributes that have a many-to-one or many-to-many relationship the relationship table for the child attribute should have the parent and child attribute forming the primary key For attributes that have a one-to-one or one-to-many relationship. and that each attribute has a lookup table associated with it Indexing provides a means for quickly locating information in a data warehouse table and can significantly improve query response time © Copyright MICROSTRATEGYEDUCATOR. the relationship table for the child attribute should have the child as the primary key If you include non-multiple parent-child relationships in a lookup table.Business Consulting Services MICROSTRATEGYEDUCATOR. It must contain the parent ID and the child ID. the child attribute must be the primary key in the modified lookup table Including all ancestor attributes within a relationship or modified lookup table is most optimal For attributes that share a multiple parent-child relationship.COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge Data Modeling for MSTR A relationship table (or a combined lookup-relationship table) must exist for each parent-child relationship.

Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Model Warehouse Click to edit Master text styles Second level ● Third level ● Fourth level ● Fifth level © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

Application Objects – Top layer information.Business Consulting Services MICROSTRATEGYEDUCATOR. such as tables. filters.COM A place to redefine your BI knowledge MicroStrategy Metadata MicroStrategy Metadata contains information about the Microstrategy application objects. Schema Objects – Directly reflects the warehouse. metrics. such as reports. Metadata stores Ø Information about the data warehouse table names/column names that have been included in the Microstrategy Object Mappings ( Attributes/Facts to table/column names) Maps MicroStrategy objects to data warehouse structure and content. attributes. facts.COM 2007 © Copyright IBM Corporation 2009 . Ø Ø Metadata Objects: Ø Ø © Copyright MICROSTRATEGYEDUCATOR.

COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge MicroStrategy Intelligence Server Major Functions: Ø Central Point for all communication for metadata and warehouse and the clients Handles client requests for objects Handles Database connections Apply security to all incoming requests Object/ Element/Report Caching Included the SQL Engine Contains an Analytical engine with over 150 different mathematical and statistical functions.Business Consulting Services MICROSTRATEGYEDUCATOR. This is capable of handling some processing too All other products in the MicroStrategy platform work in conjunction with the Intelligence Server. Ø Ø Ø Ø Ø Ø Ø © Copyright MICROSTRATEGYEDUCATOR.

It provides an environment for creating and maintaining BI application. © Copyright MICROSTRATEGYEDUCATOR. and creation of projects.COM A place to redefine your BI knowledge MicroStrategy Architect Model applications using an intuitive graphical interface.COM 2007 © Copyright IBM Corporation 2009 .implementation.Business Consulting Services MICROSTRATEGYEDUCATOR. Ø Ø Project Designer is responsible for the design.

COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge MicroStrategy Web Deploy reports and related objects to large number of users via the web. Ø Ø Pure HTML thin web client which is easily customizable using the SDK All the major tasks are handled by the Intelligence Server. Ø © Copyright MICROSTRATEGYEDUCATOR. the web server handles http requests from users and returns data requested. Ø It provides an easy large scale deployment to many users without having to install a product on each users machine..

Ø © Copyright MICROSTRATEGYEDUCATOR.NET technology and accesses the MicroStrategy business intelligence platform using XML and Web services. edit and format any MicroStrategy report directly from within Microsoft Office applications such as Excel. PowerPoint and Word.COM A place to redefine your BI knowledge MicroStrategy Office Users can run.Business Consulting Services MICROSTRATEGYEDUCATOR. Ø Designed using Microsoft .COM 2007 © Copyright IBM Corporation 2009 .

e-mail. and pagers.Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge MicroStrategy Narrowcast Server Proactively distributes personalized information to report customers through a variety of devices. Ø Distribution of personalized messages are triggered according to predefined schedules and exception criteria Ø Ø MicroStrategy Narrowcast Server also provides a self-subscription portal. © Copyright MICROSTRATEGYEDUCATOR. including mobile phones.COM 2007 © Copyright IBM Corporation 2009 . Web pages. PDA’s.

COM A place to redefine your BI knowledge MicroStrategy Architect © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.

Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Setting up a MSTR Project Identifying the Datamart/Database Setting up the ODBC Connection – MSTR Metadata connection. Database Connection Creating New Project Identifying the Tables required from Datawarehouse Bring the required Tables in the MSTR warehouse schema Ready to go © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

COM A place to redefine your BI knowledge Exercise Creating your first project Create Metadata DSN Create Database DSN Create new project in Desktop Point the Project to Metadata Database Instance (This is for MSTR to create the MSTR proprietary tables which will hold the metadata information) Point to the Ware House Database instance (This step gets the actual warehouse tables that have the reporting application data) Include tables from warehouse to MSTR Create Attributes Create Facts Create Hierarchies and other schema objects Proceed to create Public objects © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

COM A place to redefine your BI knowledge Architect – Concepts This section includes ● Project Project Source Data Model/Warehouse Connection Attributes Facts Hierarchies Partitions Transformations ● ● ● ● ● ● ● © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

and therefore the set of data available to be analyzed. security roles. and so on). and so on). privileges.COM 2007 © Copyright IBM Corporation 2009 . and user community. reports. Ø © Copyright MICROSTRATEGYEDUCATOR. Ø Contains all of the reporting objects used to create reports and analyze the data (metrics. attributes. Ø Projects are where you create and modify objects that the Report Designer can incorporate into future reports.COM A place to redefine your BI knowledge Project A project is the highest-level intersection of a data warehouse. Ø Contains all of the schema objects used to interpret the data in those tables (facts. metadata repository. hierarchies. Ø Determines the set of warehouse tables to be used. Ø Defines the security scheme for the user community who will access these objects based on restrictions/access control (security filters.Business Consulting Services MICROSTRATEGYEDUCATOR. access control. filters. and so on).

Ø Direct (2-tier): A 2-tier connection mode connects the project to the metadata via an Open Database Connectivity (ODBC) data source name (DSN).Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Project Source A project source is the connection to a MicroStrategy metadata or a MicroStrategy Intelligence server Ø Connection Modes The connection modes determine how the projects connect to the metadata for data retrieval.COM 2007 © Copyright IBM Corporation 2009 . A project source can have one of 2 connection modes: Server (3-tier): A 3-tier connection mode connects the project to the metadata via the MicroStrategy Intelligence Server. You need to know which database the project uses. Ø © Copyright MICROSTRATEGYEDUCATOR. You need to know the server name and port number to setup this connection.

Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Project Source (Direct) Project 1 Repository 1 Project Source 1 Data Warehouse Project 2 Desktop Repository 2 Project Source 2 Project 3 Data Warehouse © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

COM A place to redefine your BI knowledge Project Source (Server) Data Warehouse 1 Project 1 Repository 1 Data Warehouse 2 Project 2 Server Project Source 2 Desktop Repository 2 © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.

COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR. © Copyright MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Exercise2 A – Warehouse Definition Pre-Requisites • Metadata and project creation complete.

data. For example.Business Consulting Services MICROSTRATEGYEDUCATOR. and Boston are elements within that attribute. Ø Ø © Copyright MICROSTRATEGYEDUCATOR. Hierarchies are groupings of attributes that are ordered to reflect their relationship with other attributes. the attributes City. Facts can be thought of as business measurements.COM 2007 © Copyright IBM Corporation 2009 . and Store are grouped to form the Geography hierarchy. The best design for a hierarchy is to organize or group attributes into logical business areas.COM A place to redefine your BI knowledge Data Model/Warehouse Instance The data model is composed of the following parts: Ø Attributes allows users to define the level of aggregation at the attribute level. or variables that are typically numerical. City may be an attribute while New York City. State. San Francisco. For example.

Attributes are the schema objects against which the measures will be viewed (Dimension).COM A place to redefine your BI knowledge Attributes Attributes represent entities in the business model and are normally identified by a unique ID column in the datawarehouse.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 . if City is the attribute. Eg Country Attribute Attribute elements are the unique values or contents of an attribute. For example. then Chicago and Miami are elements of City. Click to edit Master text styles Second level ● Third level ● Fourth level ● Fifth level © Copyright MICROSTRATEGYEDUCATOR.

● ● There can be a single ID and a single DESC form for a single attribute. Each form must have a form expression.Business Consulting Services MICROSTRATEGYEDUCATOR. Ø Form group is a grouping of attribute forms that have something in common.COM A place to redefine your BI knowledge Attribute Form Ø Attribute forms are identifiers or descriptors of an attribute.COM 2007 © Copyright IBM Corporation 2009 . The types of attribute form expressions are • simple • implicit • derived • heterogeneous mappingsApplySimple pass-through function can be used to add databasespecific syntax which allows SQL to go directly to the database. It defines the mapping between database columns and the attribute form. can be defined) ● Ø ID – Identifying elements of the attribute DESC – Description elements of the attribute. Form group Name can be defined grouping the First Name and the Last Name. Ø Click to edit Master text styles Second level © Copyright MICROSTRATEGYEDUCATOR. Ø Attribute display: You can choose the ID or the description or both for display. Two types of forms: (Though new types of form like URL etc.

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Attribute Tables
Ø

Attributes are defined by using expressions off of the source tables. Each attribute can have many source tables but only one LOOK-UP table

Ø

Source tables are candidate tables for joins Lookup tables have a distinct listing of all attribute elements ( they are used for attribute browsing)

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Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge

Attribute Relationships
Attribute relationships relate and define the relational data model.Without relationships there is no interaction of data, and therefore no structure. The attribute relationships give meaning to the data by describing how data is related within a project. Through relationships, attributes can act as either child or parent in a relationship. The defined parent-child relationships determine the system hierarchy. The following types of relationships are explained below:
Ø

one-to-one (1:1) one-to-many (1:M) many-to-many (M:M) joint-child relationships*

Ø

Ø

Ø

* Some attributes exist at the intersection of other indirectly related attributes. Such attributes are called joint children.

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Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge

Exercise – 3 Create Attributes

Pre-Requisites • Empty Project Shell • Warehouse Instance defined. • Warehouse Catalog SQL configured. • Necessary tables added in the project DON’T FORGET “SCHEMA UPDATE”

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Ø © Copyright MICROSTRATEGYEDUCATOR. but is updated every time children or parents are added or removed in the attribute editor. The user hierarchy is the only type of hierarchy which can be defined. There is only one system hierarchy in each project. Helps to logically define and order groups of attributes Ø Types of Hierarchies: System Hierarchy – It contains all of the attributes in the project and is actually part of the definition of the schema.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR. Data Explorer is a tool in the object browser which holds the System Hierarchy Ø User Hierarchy – Defines the browse and drill relationships between attributes. and unlimited number of user hierarchies can be created for each project.COM A place to redefine your BI knowledge Hierarchies Ø Are structures based on relationships between attributes. The system hierarchy cannot be edited.The system hierarchy holds information on the relationships between attributes in the project.

COM A place to redefine your BI knowledge User Hierarchies Entry Point: Starting attribute while browsing the hierarchy.Business Consulting Services MICROSTRATEGYEDUCATOR. If you have a large list of elements it is cumbersome to browse thru them. Filtering: You can add filters to a given hierarchy so only a subset of data is available for users Locked/Unlocked: This refers to the actual element display of the attributes. © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 . So you can lock the attribute display.

COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge Exercise – 4 Create Hierarchies Pre-Requisites • Defined Attributes with relationships • Business requirements for hierarchy browsing/drilling © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.

COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge Facts Fact are actual measurable objects. It is the actual data values.Business Consulting Services MICROSTRATEGYEDUCATOR. Ø Types of Fact: Ø Simple Facts Implicit Facts Derived Facts Ø Ø Fact Definition: © Copyright MICROSTRATEGYEDUCATOR. Facts directly cannot be used in reports. Ø Facts are used to create Metrics which are used in MicroStrategy reports. It doesn’t describe data like attributes.

(Data can be stored at Minute level. The fact level is defined by the attribute id(s) present in the table. Ø Ø The fact level can be extended through ● Table relation Fact relation Cross Product join – When Cartesian product is necessary (while reporting a fact against totally unrelated attribute) ● ● Ø Degradation – Lowering the fact level. Ø It defines how the fact level can be extended.COM A place to redefine your BI knowledge Fact – Level Extension Facts are stored at a particular level in the warehouse.Business Consulting Services MICROSTRATEGYEDUCATOR. but reporting may not be allowed at that level. unrelated level. Only works for the extended levels) Ø © Copyright MICROSTRATEGYEDUCATOR. Ø Level extensions are necessary when facts are stored in the DW at one level and reported at a different. Disallow the fact level – Disallows the reporting of a fact against specified level of an attribute. lowered. Mostly used in case of allocation.COM 2007 © Copyright IBM Corporation 2009 . disallowed to other attributes across the schema.

COM A place to redefine your BI knowledge Level Extension – Table Relation © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.

COM A place to redefine your BI knowledge Level Extension – Fact Relation © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.

COM A place to redefine your BI knowledge Exercise – 5 Create Facts Pre-Requisites • Source Data Model and business requirements • Underlying Tables incorporated in the project © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

COM A place to redefine your BI knowledge Exercise – 5 Contd Ø Facts ● Cost – TOT_COST or (QTY_SOLD*UNIT_COST) or ORDER_COST Discount – QTY_SOLD*DISCOUNT Profit – (TOT_DOLLAR_SALES – TOT_COST) or QTY_SOLD*((UNIT_PRICEDISCOUNT) – UNIT_COST) or ORDER_AMT – ORDER_COST.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR. Revenue – TOT_DOLLAR_SALES or QTY_SOLD*(UNIT_PRICE-DISCOUNT) or ORDER_AMT ● ● ● © Copyright MICROSTRATEGYEDUCATOR.

Ø Ø Transformations can be used to define metrics based on the member attributes included.Year to Date.Determines the way the transformation is created based on the nature of the data. for example. A single transformation contains: ● Ø Member attributes – Transformation contains attributes that are already defined in the project. last month. It can be of two types: one-to-one – like Last Year Day to This Year same day.COM A place to redefine your BI knowledge Transformations A transformation is a schema object that helps us to compare results of different time periods. Transformation mapping type .Business Consulting Services MICROSTRATEGYEDUCATOR. Ø Transformations are based on tables. many-to-many .last year sales. or new customers this month vs. So the table selected for the expression must include the included attribute(s). such as transformation tables that are selected to compare values at different times. this year vs. ● ● • • © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 . Expression – Retrieves the information from the current member attribute value.

COM A place to redefine your BI knowledge Public Objects © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Public Objects – Concepts This section includes ● Metrics Filters Custom Groups Prompts Consolidation Report Templates Documents ● ● ● ● ● ● ● © Copyright MICROSTRATEGYEDUCATOR.

be simple. Ø Compound – Compound metrics are made of other metrics (which could. Ø © Copyright MICROSTRATEGYEDUCATOR. or other compound metrics) and one or more mathematical operators. Metrics are report components that enable analytical calculations against warehouse data. some formula can be used to calculate the metric. in turn.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Metrics Metrics are analytical calculations performed against stored data to produce results analyzed for decision-making purposes. Types of Metric : There are two types of Metric: Simple – These are the simplest of metrics and derived directly from fact(s).

None. which determines at what level the criteria specified by Where and Group by are to be applied • Grouping.COM 2007 © Copyright IBM Corporation 2009 Ø .Allows associating a filter to metric calculations. Ending Fact • Filtering. ● ● ● Ø Conditionality .Applies offset values to selected attributes. Beginning Lookup. It defines the data on which the metric is applied and the calculations to be performed on that information. it does not affect other metrics applied to the report.Business Consulting Services MICROSTRATEGYEDUCATOR. This filter modifies only the metric to which it is applied. Ending Lookup. Beginning Fact. which determines how the SQL Group by clause is modified. © Copyright MICROSTRATEGYEDUCATOR. Transformation .Standard. Ø Ø Dimensionality (known as metric level) – Includes three parts: ● • Target. Options are . They are most frequently applied to time. which determines how the SQL Where clause is modified for calculating the metrics.COM A place to redefine your BI knowledge Metric Composition Metrics may consist of: Formula – The portion of the metric that is included in the SQL Select clause.

COM A place to redefine your BI knowledge Exercise – 6 Create Metrics © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

COM A place to redefine your BI knowledge Exercise – 6 Ø Metrics ● Revenue Revenue contribution income bracket wise.Business Consulting Services MICROSTRATEGYEDUCATOR. Last Year’s Revenue (User Last Year’s transformation) ● ● © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

Sales numbers for products whose current inventory levels fall below a certain level. Dynamic) Set Qualification – Helps to define a set based on metric qualification or relationship. Date (Static.COM A place to redefine your BI knowledge Filters Specifies the conditions/qualifications that the data must meet/qualify in order to be included in the report results.COM 2007 © Copyright IBM Corporation 2009 . (Relationship Qualification) • ● Report Shortcut Filter Shortcut ● © Copyright MICROSTRATEGYEDUCATOR. DESC). Elements . • ● Eg. Ø Ø Qualification Types ● Attribute – Can qualify on attribute elements/forms(ID. (Metric Qualification) All the stores selling Nike shoes in the Washington.Business Consulting Services MICROSTRATEGYEDUCATOR.

It consists of an attribute qualification. Output = Store.COM A place to redefine your BI knowledge Relationship Filtering Allows to create a link between two attributes and place a filter upon that relationship. or metric qualification. Table. relationship filtering allows you to create a report that could show you all the stores selling Nike shoes in the Washington. filter qualification. © Copyright MICROSTRATEGYEDUCATOR. The Relationship determines which table is used during SQL generation. For the above example Fact = Sales. The fact and table are the relationship between the attributes in Filtering Input and Output Level.COM 2007 © Copyright IBM Corporation 2009 . DC area.Business Consulting Services MICROSTRATEGYEDUCATOR. or it can be Empty. Filter = {Item = ‘NIKE’ and Region = ‘WASHINGTON’). It allows to create a set of elements from an attribute based on its relationship with another attribute. Ø Ø Output – Attributes you want to filter on. Ø Filter – Qualification defines input filtering criteria. For example. Relationship filtering Components: Relation – A Fact.

at run time.Business Consulting Services MICROSTRATEGYEDUCATOR. the selection of metrics that can be used to create qualifications for inclusion in a filter or custom group. Value prompts – Used when the information desired at run time is a single value of a specific data type. with which can qualify on: ● all attributes in a hierarchy a single attribute – Apply conditions or qualifications on an attribute form. Ø © Copyright MICROSTRATEGYEDUCATOR. a metric – To limit.COM A place to redefine your BI knowledge Prompts There are four major prompt types available for definition: Ø Filter definition prompts.COM 2007 © Copyright IBM Corporation 2009 . an attribute element list – To restrict. Ø Level prompts – Used to define dimensionality when two or more metrics differ only in level. at run time. ● ● ● Ø Object prompts – Used to define the list of objects applicable to a report at run time. the attribute elements from which the user can select for inclusion in a filter or custom group.

A custom group element contains: Ø ● Header – This is an arbitrary name to define the elements. ● ● Small stores with low inventory Store Sales > 50 AND Store Inventory < 200 AND Large stores with low inventory Store Sales < 50 Store Inventory < 200 ● ● ● © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge Custom Groups Ø Custom group is a group of filters that can be placed on a template/report. It also includes banding qualification. Ø A custom group element is a logical expression of qualifications. It is made up of an ordered collection of elements called custom group elements. Expression of qualifications –any qualification or logical expression of the qualification can be defined. This name can be displayed on the report. and can be modified as desired. previously created filters can be used to build the custom group element.

Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 . Perform row level math.COM A place to redefine your BI knowledge Consolidations Suppose the requirement is to see season wise revenue. Ø Ø In general consolidation provide two powerful functions: ● Create virtual attribute. (Difference in value of two regions for a particular month) ● Ø Consolidation elements can contain ● ● ● © Copyright MICROSTRATEGYEDUCATOR. Ø Consolidation allows to group together the elements of month and year attribute into various seasons and place them on the report as an attribute. Elements of the same attribute (Season) Elements from different levels (Value at lower level as Percentage of the higher level) Elements from unrelated attributes. but season does not exist as an attribute.

Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 . Ø © Copyright MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Reports A report is a MicroStrategy object that represents a request for a specific set of formatted data from the DW.

HTML Create Data mart Format Subtotals Calculate Percentage Grand Totals Ø Ø Ø Ø Ø Ø Ø Ø Ø Ø © Copyright MICROSTRATEGYEDUCATOR. Access.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR. Text. Word.COM A place to redefine your BI knowledge Reports – Options Ø Calculated Metric Dynamic Aggregation Apply Transformation Ranking Advanced Sorting Export to Excel.

Ø Ø Layout – Can be Cross tab. Tabular. Template Objects: ● Ø Attribute Consolidation Hierarchy Metric Custom Group Object Prompt ● ● ● ● ● © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR. the information that will be retrieved from the data warehouse and the way it will be displayed are specified.COM A place to redefine your BI knowledge Templates A template defines the layout of general categories of information in a report. In a template.COM 2007 © Copyright IBM Corporation 2009 .

COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge Exercise – 7 Create Reports © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.

Business Consulting Services MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge Exercise – 8 Create Advanced Reports using Filter Custom Groups Consolidation Transformation © Copyright MICROSTRATEGYEDUCATOR.

Create a filter that will return the orders containing the selected items in the two created prompts. Create a filter Item B to select a single Item.Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Exercise – 8 Ø Filter ● Create a filter Item A to select a single Item.COM 2007 © Copyright IBM Corporation 2009 . ● ● Ø Custom Groups ● Ø Consolidation ● Ø Transformation ● © Copyright MICROSTRATEGYEDUCATOR. Create Customer Age groups Create Season combining calendar months Create a transformation to report Last Year’s data. Provide a default selection. Provide a default selection.

COM A place to redefine your BI knowledge Documents A document is an HTML container for formatting. Ø Ø The document layout is an HTML file It includes special tags to identify the placements of the reports. Reports are represented by image tags. displaying.COM 2007 © Copyright IBM Corporation 2009 . Documents can not be viewed in a 2-tier architecture. The images are replaced by the actual reports when the document is executed.Business Consulting Services MICROSTRATEGYEDUCATOR. For each report placed in the document a XSL style sheet has to be specified. and distributing multiple reports on the same page. Ø Ø Ø Ø Ø © Copyright MICROSTRATEGYEDUCATOR.

COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge MicroStrategy Administrator © Copyright MICROSTRATEGYEDUCATOR.

security systems have the following components: Ø User Definition Authentication – A way to identify the user to the system Access control: data – What data the users are allowed to see once they have logged in Ø Ø Access control: application functionality – What functions the users can perform once they have logged in to the system Ø © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 . Network/Operating system MicroStrategy applications Ø Ø In general.Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Security In the MicroStrategy environment. security can be implemented in the following places: Ø Database – facilities depends on the database vendor.

Do not have to define users for every project those are created in a single metadata repository. Ø © Copyright MICROSTRATEGYEDUCATOR. Ø Ø A user group is simply a collection of users. Ø It is also possible to import users from a text file.COM 2007 © Copyright IBM Corporation 2009 . or from an LDAP directory. Ø Administrator is a built-in default user created with a new MicroStrategy metadata repository. from the Windows NT user directory.Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge MicroStrategy User Model Ø Users are defined in the MicroStrategy metadata and exist across projects. It is possible to create users individually using the User Manager interface or using the Command Manager utility that is part of Administrator.

© Copyright MICROSTRATEGYEDUCATOR.When using anonymous authentication. Ø Standard – MicroStrategy Intelligence server is the authentication authority. Windows NT Ø Database: Warehouse . users log in as “Guest” and do not need to provide a password. Ø LDAP (lightweight directory access protocol) – identifies users within a repository of users stored in an LDAP server Ø Anonymous . Server must be configured to allow anonymous authentication. Ø The authentication mode is set for each project source using the Project Source Manager.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR. User logs into MSTR server using anonymous user.MicroStrategy Intelligence server is the authentication authority.COM A place to redefine your BI knowledge Authentication There are six types of authentication modes in the MicroStrategy environment.

Bottom range attribute specifies the lowest level of detail that the security filter allows the user to view. Top range attribute specifies the highest level of detail that the security filter allows the user to view.Business Consulting Services MICROSTRATEGYEDUCATOR. MicroStrategy application level – MicroStrategy Intelligence server provides the following security services to implement access control: Ø ● Connection Map – Pass through execution – Security filter – prevent users from seeing certain data in the database. ● ● © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 . Split table by rows. Split table by columns.COM A place to redefine your BI knowledge Access Control – Data Data access control can be defined at two level: Ø RDBMS Level – Security view. A security filter has these parts: ● ● ● Filter expression specifies the subset of the data that a user can analyze.

or log another user out of the system. For users who have this special privilege. Application access privileges specify the editors. the access control permissions described here are effectively ignored. ● ● ● Ø Security roles – Collection of privileges. dialogs.Business Consulting Services MICROSTRATEGYEDUCATOR. System privileges are system-wide privileges. Permissions . such as whether a user is allowed to back up the system. There is a special privilege called Bypass all object security access checks.define which users and groups have access to what objects and the degree to which they can access those objects. take ownership of an object. Ø © Copyright MICROSTRATEGYEDUCATOR. and wizards with which a user can interact.COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge Access Control – Application Functionality for access control within the Intelligence Server: Ø Privileges – ● Object creation privileges specify the types of objects a user can create.

Ø Cache refreshing schedules are usually event-triggered since caches do not need refreshing unless the underlying data changes from an event like a warehouse load.Business Consulting Services MICROSTRATEGYEDUCATOR. which can be shared by several users. Ø Alternatively. it might not be as important to deliver the results of a scheduled report to the user as it is to refresh a report cache. a message appears in the user’s history list alerting him that the report is ready to be viewed. There are two ways to use report scheduling: ● Ø allow end-users to subscribe to reports themselves either through Desktop or Web based on schedules defined by administrators have the administrators schedule reports on the behalf of users ● When a scheduled report finishes executing.COM A place to redefine your BI knowledge Scheduling Ø Schedule reports according to two types of criteria: ● time-triggered criteria event-triggered criteria ● Ø Schedule is available to user groups based on the Access Control List. Ø © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .

Business Consulting Services MICROSTRATEGYEDUCATOR.Designer/Reporter TCP/ IP ODBC Data Warehouse HTTP • Server Centric Microsoft IIS Server Web Client • Better Management and scalability © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .COM A place to redefine your BI knowledge MicroStrategy 8 / Microstrategy 9 (ORION) Architecture Metadata ODBC Repository Intelligence Server Desktop Client .

COM A place to redefine your BI knowledge Exercise – 2 Create Project Pre-Requisites • Installed Software(At least Desktop) • For 2 tier: Identify Repository Location (tables space where the metadata tables are going to be created) Run the Metadata configuration script • For 3 Tier: Identify the Server which is going to be used. Configure the server to point to the right metadata • Run Create project Wizard from the desktop. © Copyright MICROSTRATEGYEDUCATOR.COM 2007 © Copyright IBM Corporation 2009 .Business Consulting Services MICROSTRATEGYEDUCATOR.

COM 2007 © Copyright IBM Corporation 2009 . Warehouse Instance definition ( login/password) © Copyright MICROSTRATEGYEDUCATOR.Business Consulting Services MICROSTRATEGYEDUCATOR.COM A place to redefine your BI knowledge Setting up a Project Pre-requisites MicroStrategy server/desktop installed Server Instance Configured in a MicroStrategy Metadata or Metadata tables created in a db instance.

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