The document provides a comprehensive introduction to creating and manipulating reports using MicroStrategy, including the concepts of metrics, attributes, filters, and prompts. It details exercises that guide users through the process of opening, modifying, and creating reports, along with applying various filters and prompts for data analysis. The document also explains how to create metrics and compound metrics for calculating business data, establishing the foundation for effective business intelligence reporting.

1. Introduction to Analytics Reporting
MicroStrategy Education

2. Foundation for Creating Reports
Chapter 1

3. Foundation for Creating Reports: Reports
What is a report?
• The focus of business intelligence analysis
• Gather business insight through data analysis
• Contain any of these objects:
 Metrics
 Attributes
 Filters
These objects determine:
• The data that is gathered from your data source
• How that data is calculated
• How the results are displayed

4. Foundation for Creating Reports: Metrics
• Representation of business measures and key
performance indicators
• Calculation performed on values in your data
source
• Displays the results of the calculation in a report
Calculating business data

5. Foundation for Creating Reports: Attributes
Business context on a report
• Descriptive business concepts
• A context for the data calculations or
metrics that are the measures of
business performance
• Describe, group, sort and filter that
data that make up the measures of
business performance

6. Foundation for Creating Reports: Attributes
Attribute elements
• Unique values of an attribute
• Data displayed on a report in a report’s rows
or columns

7. Foundation for Creating Reports: Attributes
Attribute forms
• Additional descriptive information about a business attribute
• Used for display, sorting, and filtering
Each attribute:
• Has a unique identifier, the ID form
• Usually has a primary description, the DESC form
• Can have many description forms

8. Foundation for Creating Reports: Hierarchies
• The highest level attribute in a hierarchy is usually
the attribute that reflects the most-inclusive business
concept.
 In the Geography hierarchy, this is Country.
• The lowest level attribute is usually the most
granular business concept.
 In the Geography hierarchy, this is Employee.
Grouping related attributes

9. Foundation for Creating Reports: Drilling
• View the report data at a level other than what is
originally displayed in the report
• Retrieve more information after a report has been
executed
• Executes another report based on the original report
to get more detailed or supplemental information
In the Geography hierarchy, you can drill:
• From Region up to Country, to see broader trends
• Down to Employee, to see the most detailed level of
data
You can also drill across to another hierarchy. From
Region, you can drill across to Category, in the
Products hierarchy.
Viewing report data at a different level

10. Foundation for Creating Reports: Exercise
Exercise: Report Basics
Gain familiarity with MicroStrategy Web’s development environment, screen
navigation, basic use of Web’s report development functions, along with
executing and then modifying a basic pre-designed report using attributes
and metrics.
In this exercise, you will:
1. Open a pre-designed report
2. Modify the report adding additional attributes and metrics
3. View the report in Grid, Graph, and Grid/Graph modes
4. Drill into the report to view a different level of data

11. Foundation for Creating Reports: Exercise
Exercise: Report Data Manipulation
Manipulate a report to display data in different ways for analysis.
In this exercise, you will:
1. Open a pre-designed report
2. Pivot the report data
3. Page the report
4. Drill into the report to view a different level of data
5. Change the background fill of the Revenue metric
6. Save the report with a different name

12. Creating Reports
Chapter 2

13. Creating Reports
Options for creating reports
Create a report in MicroStrategy Web using:
• Pre-designed reports
• Templates
• Blank report

14. Creating Reports
Report Editor
Reports are created using the Report Editor

15. Creating Reports
Pre-designed reports
Build a report by:
• Using one of the pre-designed reports
that come out of the box with
MicroStrategy
• Saving a pre-designed report to your
My Reports folder and creating a new
report based on it

16. Creating Reports
Templates
• Specify what information from the data source to retrieve
• Determine the structure of the report’s results
 The location of objects, such as metrics in the columns and attributes in
the rows
Allow you to quickly create a new report because the template already contains
common objects and basic filters. You just:
• Select the objects to display, and in what order
• Customize the report, by adding subtotals, filtering the data, and formatting
the report

17. Creating Reports
Templates
• MicroStrategy Web
contains several
templates
• Or, create your own
custom templates

18. Creating Reports: Exercise
Exercise: Create a report using a template
Create a employee report, based on the Employee Analysis template. This
template provides access to the objects that are relevant to analyzing
employee data.
In this exercise, you will:
1. Open a template
2. Select the attributes and metrics for the report
3. Display repeated row headers once
4. Add and remove attribute forms
5. Remove the extra Metrics column

19. Creating Reports
From scratch
• A simple report generally has at least:
 One attribute
 One metric
 One filter

20. Creating Reports: Exercise
Exercise: Create a simple report from scratch
Create a report from scratch, to display profit data for subcategories. Filter
the report to display only the regions in the East (Mid-Atlantic, Northeast,
Southeast, and South).
In this exercise, you will:
1. Create a report from the Blank Report
2. Select the attributes and metrics for the report
3. Add a filter

21. Filtering Reports
Chapter 3
Creating Filters and Prompts

22. Filtering Reports
Building filters to filter report data
A filter screens data from your data
source to:
• Determine what should be included
in or excluded from a metric’s
calculation
• Determine what should be displayed
on a report
• Reduce large quantities of data to
manageable and pertinent volumes

23. Filtering Reports
Data table filtered by 3 different report filters:
Building filters

24. Filtering Reports
Building filters
You can create:
• Report filter: Lets you apply filter conditions to a report that appear
in the SQL used to retrieve the report result set
• View filter: Lets you create a filter on the fly, based only on those
objects that are part of the report’s definition (that exist in the Report
objects pane)

25. Filtering Reports
Indicates what data was included in a report, as well as what data was
excluded
Viewing filter details: Report Details pane

26. Filtering Reports
View filters
Restricts data based only on the report results already displayed
on the screen
• Created within a report, based only on the objects in the Report
Objects pane
• Dynamically limits the data being displayed on a report without
re-executing the report against the data source
• Created in the View Filter pane

27. Filtering Reports: Filter Exercise
Exercise: Create a view filter
Create a view filter to restrict an existing report to the Music and Movies
categories, with profit values less than $3000. This exercise uses both an
attribute filter (on Category) and a metric filter (on Profit).
In this exercise, you will:
1. Open a report
2. Create a view filter on Category
3. Add a second condition, for Profit values, to the view filter

28. Filtering Reports
Report filters
You can create a report filter:
• Dynamically, when you create the report
 Can use any object in your data source, not just on your report
 Saved within the report and cannot be used on other reports
 First condition in the report filter example
• As a stand-alone object
 Can use any object in your data source, not just on your report
 Can be used on multiple reports and other objects, such as metrics
 Second condition in the report filter example

29. Filtering Reports
Report filters
Attribute qualification filters restrict data based on attributes
• Attribute element list qualification
 Filter based on attribute elements (the values of an attribute)
 Example: Region In List North, South, and West
• Attribute form qualification
 Filter based on attribute forms (such as ID and description)
 Example: Customer Description Begins With SMITH
 Example: Customer ID = 001 - 100
 Example: Ship Date between 1/1/2016 and 6/30/2016

30. Filtering Reports
Report filters
Set qualification filters
• Metric qualification
 Filter based on a metric’s value, rank, or
percent
 Example: Revenue > 300,000
 Example: Rank of Profit = 1
• Relationship qualification
 Filter based on relationships between two
attributes
 Example: Stores selling Nike shoes in the
Northeast (relationship between the Item
and Region attributes)

31. Filtering Reports
Report filters
Shortcut filters restrict data related to an existing report or filter
• Shortcut-to-a-report qualification
 Filter based on the results from an existing report
 Example: Intersection of the 1/1/2015 Active Customers
report and 12/31/2015 Active Customers report to
display continuing customers
• Shortcut-to-a-filter qualification
 Filter based on an existing filter
 Example: Add a qualification to determine active
customers to the Region In List North, South, and West
filter described above

32. Filtering Reports
Joining filter qualifications with logical operators
Set operator: AND

33. Filtering Reports
Joining filter qualifications with logical operators
Set operator: OR

34. Filtering Reports
Joining filter qualifications with logical operators
Set operator: OR NOT

35. Filtering Reports
Joining filter qualifications with logical operators
Set operator: AND NOT

36. Filtering Reports: Filter Exercise
Exercise: Create a report filter in a report
Create a report filter in the report that we applied a view filter to. The filter
uses the Subcategory attribute, which is not included on the report. Only
data from the Action, Comedy, Alternative, and Country subcategories will
be included in the report’s data.
In this exercise, you will:
1. Open a report
2. Create a report filter in the report, to filter on Subcategory (attribute form
qualification)

37. Filtering Reports: Filter Exercise
Exercise: Create stand-alone filters
In this exercise, you will create a:
• Filter for Revenue values over $5,000,000 (a metric qualification)
• Filter for specific items (an attribute list qualification)
• Filter using a shortcut to a report
• Report with Region and Revenue, filtered by the revenue filter
Finally, replace the revenue filter in the report with the item and shortcut
filters

38. Filtering Reports: Prompts
Allowing user input
A prompt:
• Is a question presenting to a user during report execution
 The user’s answer determines what data the report displays
 The user effectively creates his own filter
• Dynamically modifies the contents of a report
• Provides flexibility for report design
 One prompted report can satisfy multiple reporting requirements

39. Filtering Reports: Prompts
Allowing user input
On a report, you can place a prompt in:
Report filter Report template
Page-by

40. Filtering Reports: Prompts
Prompt types

41. Filtering Reports: Prompts
Prompt types
Attribute Element List prompt
• Based on attribute elements
• Used to define a filter (on a report or in a stand-alone filter)
• Users select prompt answers from a limited list of specific attribute
elements

42. Filtering Reports: Prompts
Prompt types
Attribute Qualification prompt
• Based on an attribute form
• Used to define a filter (on a report or in a stand-alone filter)
• Users select from a list of all the attribute elements from specific
attributes or are guided through creating a qualification to filter on an
attribute form

43. Filtering Reports: Prompts
Prompt types
Hierarchy Qualification prompt
• Based on attribute elements from one or more attributes in a hierarchy
• Used to define a filter (on a report or in a stand-alone filter)
• Users select attribute elements from a list of attributes

44. Filtering Reports: Prompts
Prompt types
Metric Qualification prompt
• Based on metrics
• Used to define a filter (on a report or in a stand-alone filter)
• Users are guided through creating a metric qualification, which
determines what data should be displayed for one or more specific
metrics on the report

45. Filtering Reports: Prompts
Prompt types
• Based on a value for any object
• Used to define:
 A filter (on a report or in a stand-alone filter)
 A metric
• Users type a single value
Value prompt

46. Filtering Reports: Prompts
Prompt types
Object prompt
• Based on any object
• Used to build a report by:
 Adding an object to the report
 Choosing a filter
 Adding an object to the page-by
• Used to define a metric or
filter
• Users select objects to add to
a report

47. Filtering Reports: Prompts
Prompt creation
• Prompt type: Select which type of prompt to create.
• Definition: Set limits on the amount of content that can be
selected in the prompt.
• General: Provide title, prompt instructions, required answer,
min/max limits, and personal answers.
• Style: Define how the prompt will be displayed (style, font,
size, and so on).
• Qualification: Choose whether to allow users to select
prompt answers, create a qualification, or select which to
use. Define the expression that qualifies the prompt answer.

48. Filtering Reports: Prompt Exercise
Exercise: Create prompts to use in a filter
In this exercise, you will:
1. Create these prompts:
• Prompt on the Product hierarchy: Users see all the attributes and
attribute elements in the Product hierarchy.
• Prompt on the Region attribute element list: Users see the entire list of
attribute elements (regions). Answering the prompt is required.
• Metric Qualification prompt on Revenue: Users are guided through
creating a metric qualification (filter) on the Revenue metric.
2. Create a report with Item and Revenue, and add the prompts to its report
filter.
3. Run and save the report with a prompted filter.

49. Filtering Reports: Prompts
Saving a prompted report
• Reports with prompts can be saved in various ways:
 Static
 Prompted
• You can reuse prompt answers when you run the same report
again
 When you create the prompt, select whether the prompt allows for
reusable answers (none, single, or multiple)

50. Filtering Reports: Prompt Exercise
Exercise: Create object prompts to select the objects displayed on a
report
In this exercise, you will:
1. Create a prompt to select metrics.
2. Create a prompt to select attributes.
3. Create a report using the object prompts.
4. Save the report as a prompted report, and use the prompt answers as the
default answers.
5. Run the report, using the default answers.
6. Save the report as a static, non-prompted report.
7. Run the report, which no longer displays the prompts.

51. Filtering Reports
Prompts on reports
Reprompting a report:
• Refreshing a report does not reprompt it.
• To reprompt a report, click the Reprompt button in the Data
toolbar.

52. Calculating Data on Reports
Chapter 4
Creating Metrics

53. Calculating Data on Reports: Metrics
Building metrics
Metrics calculate the values in the data from your data source
• The Cost fact represents the cost per item
• How can you view the cost for each item on a report?
• Create a metric that add ups (or sums) the cost:

54. Calculating Data on Reports: Metrics
Building metrics
• Put the Cost metric on a report with the Item attribute.
• The report calculated the cost for each item.

55. Calculating Data on Reports: Metrics
Building metrics
• The Employee Headcount metric
applies the Count function to the
Employee attribute, to count the
number of employees.
• A report contains the metric, along
with Region and Call Center
attributes.
• The report calculates the
Employee Headcount for each Call
Center.
Metrics can be built using facts, attributes, or other metrics

56. Calculating Data on Reports: Metrics
Calculating metric values
A metric value is calculated based on a business concept, or attribute.
• Cost metric = Sum (CostFact)
• Report = Cost metric + Category attribute
 Calculates cost for each category
• Report = Cost metric + Region attribute
 Calculates cost for each category

57. Calculating Data on Reports: Metrics
Calculating metric values
• Report = Cost metric + Subcategory attribute + Category attribute
 Calculates cost for each subcategory
Why?
• A metric calculates based on the
least-inclusive business concept on the
report
• Usually the lowest level on the report,
or the report level
• Flexibility because you can reuse your
metrics on many different reports

58. Calculating Data on Reports: Metric Exercise
Exercise: Create simple metrics
In this exercise, you will create:
• A Cost metric and save it in a new folder called My Metrics Exercises.
• Cost metric = Sum of Cost fact
• Format the values as currency with two decimal points. Format the
values so that negative numbers display in red with no negative sign
or parentheses.
• A Revenue metric and save it in your My Metrics Exercises folder.
• Revenue metric = Sum of Revenue fact
• Format the values as currency with two decimal points. Format the
values so that negative numbers display in red with no negative sign
or parentheses.
• A report that contains the Item attribute and your new Cost and Revenue
metrics. Save and run the report.

59. Calculating Data on Reports: Compound Metrics
Metrics made up of other metrics
A compound metric uses either of the following:
• Arithmetic operator between multiple metrics
 Example: Sum(Cost_Metric) + Sum(Profit_Metric)
• Can also use a non-group function (OLAP or scalar function)
 Example: RunningAvg(Cost_Metric)

60. Calculating Data on Reports: Compound Metrics
Smart metrics
Compound metrics can use smart totals, which:
• Defines the evaluation order for the final calculation
• Calculates subtotals on individual pieces of the compound metric
• Example: Sum (Metric1)/Sum (Metric2)
A regular total:
• Calculates subtotals by adding all the values for each row of the
report
• Example: Sum (Metric1/Metric2)

61. Calculating Data on Reports: Metric Exercise
Exercise: Create compound metrics and smart totals
In this exercise, you will:
1. Define the Profit Margin metric as:
Sum(Revenue - Cost)/Revenue
2. Edit the Profit Margin metric to allow smart totals, and save the metric as
Smart Profit Margin.
3. Add the following to the Item, Cost, Revenue Report (created in the
previous exercise):
• Category attribute
• Profit Margin metric
• Smart Profit Margin metric
4. Save the report as Compound Metric-Profit Margin-Subtotals.

62. Calculating Data on Reports: Metrics
Smart totals
• Look at the totals for the Profit Margin metric
 They are high because they’re adding all the metric values
 The metric is calculated for each row of the report, and then rolled up to
the correct level (category or grand total)
• Look at the totals for the Smart Profit Margin metric
 More reasonable because smart metrics calculate subtotals on individual
elements of the compound metric
 Adds all the revenue values together, adds all the cost values together,
subtracts the cost sum from the revenue sum, and divides that by the
revenue sum
Profit Margin Smart Profit Margin

63. Calculating Data on Reports: Metrics
Selecting subtotals and totals for metrics
Grand totals (usually called totals) and subtotals:
• Calculate metrics at different levels (such as by quarter, by year, by
region, and so on)
• Can be applied dynamically to any report
When you create a metric, you can enable subtotals and grand totals:
• Enabling allows them to display on a report
• Select the function (or functions) used to calculate a subtotal or
grand total

64. Calculating Data on Reports: Metric Exercise
Exercise: Display subtotals
In this exercise, you will:
1. Create a Cost - Subtotals metric that allows only the following subtotals:
• Average
• Maximum
• Standard Deviation
2. Create a report that contains:
• Item attribute
• Revenue metric
• Cost - Subtotals metric
• Average, Maximum, and Standard Deviation subtotals

65. Calculating Data on Reports: Derived Metrics
Building metrics directly on reports
Derived metric:
• Created based on existing metrics on the report, while you are viewing
the report
• Performs a calculation on the fly with the data available on a report,
without re-executing the report
• Often performs calculations between columns of metric values, to
display margins, contributions, and differences between metrics
• Example: Growth, which calculates the percent difference between
Revenue and Last Year’s Revenue

66. Calculating Data on Reports: Derived Metrics
Building metrics directly on reports
• Without parentheses, the division would occur first, producing undesired
derived metric values.
• The parentheses play a crucial role in the order of operations.
• Calculations in parentheses are performed before other calculations.

67. Calculating Data on Reports: Metric Exercise
Exercise: Create a derived metric
We need to calculate the difference in revenue values between 2015 and
2016.
In this exercise, you will:
1. Create a report filtered for 2016 that uses the Revenue metric created in
the previous exercise.
2. Create, within the report, a transformation derived metric called Last
Year’s (Revenue).
3. Create, within the report, a derived metric called Growth, using the other
two metrics on the report.

68. Delivering and Sharing Reports
Chapter 5

69. Delivering and Sharing Reports: Exporting
Export a report to these formats:
• CSV (Comma-Separated Values)
• HTML
• Microsoft Excel®
 Plain text (recommended for large reports)
 Formatted
• PDF
• Plain text
Available export formats

70. Delivering and Sharing Reports: Exporting
Export options

71. Delivering and Sharing Reports: Subscribing to Reports
Subscribing to reports for automatic delivery
• A report can be automatically delivered to:
 Your History List
 A mobile device (using MicroStrategy Mobile)
 An email address
 A network file location
 A printer
 An FTP server
 Your cache
• Deliveries can be on:
 A regular schedule
 When a specific event occurs
• Create a subscription to the report
 Subscriptions allow you to view reports when you
need them

72. Delivering and Sharing Reports
Sharing reports with other users
Share a report with other MicroStrategy users by:
• Emailing it
• Emailing it and delivering it to the History List
• Delivering it to the History List, and emailing the report and the link
• Delivering it to the History List, and emailing the link

73. Delivering and Sharing Reports
Sharing reports with other users
Bursting
• Split large reports into multiple, smaller files
• Each file contains a portion of data based on page-by
attributes

74. Delivering and Sharing Reports
Sharing a link URL
The link URL contains
• The object’s ID
• Any report changes made after the link URL was
generated
• Any prompt answers saved in the report
Share the link URL by:
• Emailing it to users
• Copying it and adding it to a document
• Displaying it in a web page using embedded HTML code
in an iFrame

75. Dossiers and Visualizations
Chapter 6

76. Dossiers and Visualizations
Introduction
Visualizations
• Visually-compelling, interactive representations of your data
• Make data easy to interpret and interact with
• Main component of dossiers
Dossiers
• Quickly and easily explore your business data with dossiers
• Creation is easy—just drag and drop objects to instantly see the results
of your changes
• Rapidly move from raw data to experimentation to discovering new
insights

77. Dossiers and Visualizations
Example
• Pie chart
 Displays the contribution of
various regions to the total
revenue
• Bubble chart
 Visualizes the trends of the
revenue, profit, and cost
values for different
categories and
subcategories
 Each bubble is a
subcategory
 Bubbles are graphed on a
scatter plot of revenue and
profit values
 Bubbles are based on the
cost value

78. Dossiers and Visualizations
Exercise: Create a dossier
In this exercise, you will:
1. Create a blank dossier

79. Dossiers and Visualizations
Edit Mode
• Use to create and interact with your dossier
• Use to import your data
• Drag and drop objects to:
 Create visualizations that display data
 Create filters for the data
 Group data

80. Dossiers and Visualizations
Adding data to your dossier
Your data can come from:
• An external data source, such as a file, Freeform script, database, or
Salesforce.com report
• An existing MicroStrategy report, including Intelligent Cube reports and
MDX reports
• A report that you create within the dossier
• An existing Intelligent Cube, including imported data
• Data in the current MicroStrategy project

81. Dossiers and Visualizations
Exercise: Add data from a MicroStrategy report
In this exercise, you will:
1. Add data from a earlier report, Yearly Regional Profit and Revenue

82. Dossiers and Visualizations
After you import data
• The report is called a dataset within the dossier
• Displayed in the Datasets panel
 The report’s attributes and metrics are
displayed as objects
 Drag and drop these objects to create
visualizations and to filter the visualizations
based on the objects

83. Dossiers and Visualizations
Displaying data as a visualization
• Explore the relationships
between data elements by
creating a network
visualization
• Summarize key business
indicators in clear, easy-to-
understand, visually striking
bar charts, bubble charts,
and other graphs

84. Dossiers and Visualizations
Displaying data as a visualization
• Display markers, density maps,
or areas on an interactive map
• Display a high-performance
vector map using a Geospatial
Service map, which allows you
to:
 Show geographic areas down
to the detail of the postal code
for most countries
 Zoom through layers from the
entire world to the street level
(this example shows both
country and state layers)
 Tilt the map for a 3D view
 Color areas using an
attribute’s elements

85. Dossiers and Visualizations
Displaying data as a visualization
• Quickly grasp the state and impact of
many variables at one time, using a heat
map that displays data as rectangles that
are colored and sized according to metric
values
• Understand the distribution of numeric
data with a histogram, which captures
how data falls within specific intervals
• Interpret the frequency distribution of
data in a box plot, which provides more
detail than a histogram while displaying
multiple sets of data in the same graph

86. Dossiers and Visualizations
Displaying data as a visualization
• View the cumulative effect of positive and
negative values that are introduced
sequentially in a waterfall, like an
income statement or profit and loss
statement
• View the details of your data in a grid

87. Dossiers and Visualizations
Grid visualization
• Displays data in rows and columns
• Allows you to pivot, sort, move, drill,
filter, and perform additional
manipulations to analyze the data
• Displays actual data, rather than
graphic elements like bars or circles
 Use it to understand and prepare
your data before displaying it on
another type of visualization

88. Dossiers and Visualizations
Exercise: Create a grid visualization
In this exercise, you will:
1. Create a grid visualization using the data in the imported dataset

89. Dossiers and Visualizations: Presentation Mode
Viewing a dossier in full screen
• Maximizes the amount of space available for data display
• Optimized for sharing your dossier during a presentation
• Displays the dossier in full screen by limiting object creation and editing
• Filter data to change what is displayed

90. Dossiers and Visualizations
Exercise: View the dossier in Presentation Mode
In this exercise, you will:
1. Switch to Presentation Mode
2. Switch back to Edit Mode

91. Dossiers and Visualizations: Grid Visualization
Analyzing and formatting data
• Pivot the report data
 Move an object between the columns and rows
 Swap the rows and columns
• Drill to view a different level of data
 Drill to dataset objects not shown in the Editor panel
 If all objects within the dataset are displayed in the dossier, no drilling
options are displayed
• Sort data based on a single object or multiple objects
• Display subtotals
• Copy rows of data and paste them into another program for further analysis
• Change the display of the grid, including the font, background color, and
borders for each part of the grid, such as the column headers, row
headers, and so on
• Highlight metric values by creating a threshold, which applies formatting
when the data meets a condition that you define

92. Dossiers and Visualizations
Bubble chart visualization
• Highlights the trends for the values of three metrics
• Each bubble represents an attribute element (such as North and South)
• The bubbles are graphed on a scatter plot
• The bubbles can be sized and colored by metric values and attributes

93. Dossiers and Visualizations
Exercise: Create a bubble chart visualization
While the bubble chart displays much of the same information as the grid
visualization, you can more easily see the differences in revenue and profit
between the different call centers.
In this exercise, you will:
1. Create a bubble chart visualization using the data in the imported
dataset

94. Dossiers and Visualizations: Bubble Chart Visualization
Analyzing and formatting data
• See the data for a specific bubble
• Drill from a bubble to view a different level of data
• Change the shape of the marker in the bubble chart
 Circle, square, tick, ring, and pie
• Change the color of an attribute value

95. Dossiers and Visualizations
Filtering data on a dossier
• Specifies conditions that data must meet to be included in the results
• Limit and customize large quantities of data
• Help focus on what you really need to see and analyze

96. Dossiers and Visualizations
Exercise: Create a filter using the Filter panel
You want to focus on the data for the southern regions only. You want both
visualizations to display data for the south, so create a filter on the Filter
panel. Filters on the Filter panel apply to both the visualizations.
In this exercise, you will:
1. Create a filter on region
2. Filter the visualizations by selecting only South, Southeast, and
Southwest

97. Dossiers and Visualizations
Filtering metric values on a dossier

98. Dossiers and Visualizations
Using different filters on different visualizations
You want to filter the grid by revenue values, but filter the bubble chart by
region. The filters in the Filter panel filter both the visualizations.
To achieve this goal, you can do either of the following:
• To see the visualizations on the same screen, create a separate
visualization filter for each visualization.
• To see the visualizations on different screens, create a second chapter for
the second visualization, and create each filter on the Filter panel for the
chapter.

99. Dossiers and Visualizations
Filtering visualizations
Two filters (“Filter the grid on Revenue” and “Filter the bubble chart on
Region”) filter each visualization differently

100. Dossiers and Visualizations
Creating separate chapters and Filter panel filters
Chapter
• A layer of data that helps provide a logical flow to your dossier
• Contains its own Filter panel, which filters the objects on that chapter only
 The Filter panel on each chapter is independent of the Filter panels on
any other chapters in the dossier
• Contains at least 1 page
 Use chapters and pages to create different layers
 All pages in a chapter are filtered the same way (same Filter panel)

101. Dossiers and Visualizations
Creating separate chapters and Filter panel filters
Chapter/page example
• Each chapter has 2 pages
• Chapters separate time-based vs. location-based visualizations
• Analysis by Time chapter filtered by revenue values

102. Dossiers and Visualizations
Creating separate chapters and Filter panel filters
Chapter/page example
• Analysis by Location chapter filtered by regions

103. Dossiers and Visualizations
Creating separate chapters and Filter panel filters
Chapter/page example
• Analysis by Location chapter filtered by regions

104. Dossiers and Visualizations
Exercise: Rename the chapter and page
Rename the default Chapter 1 and Page 1 to be more descriptive and
helpful.
In this exercise, you will:
1. Rename Chapter 1 to Profit & Revenue Analysis
2. Rename Page 1 to Region & Call Center

105. Dossiers and Visualizations
Sharing a dossier everywhere: Library on web and mobile devices
MicroStrategy Library
• Simple visual bookshelf
• Collaboration solution with a unified landing page
• Allows everyone to interact with dossiers, to share information and insights
 Easily collaborate with other users, by commenting on dossiers and
tagging other users in those comments
 Share dossiers with other users, in their own personal libraries
• Receive notifications when:
 A dossier changes
 You receive a shared dossier
 You are tagged in a dossier’s comments

106. Dossiers and Visualizations
Sharing a dossier everywhere: Library on web and mobile devices
Web-based Library

107. Dossiers and Visualizations
Sharing a dossier everywhere: Library on web and mobile devices
Mobile-based Library

108. Dossiers and Visualizations
Exercise: Add a dossier to your Library
Adding dossier to your Library allows you to view the dossier anywhere.
A cover page thumbnail helps you quickly identify the dossier in your
Library.
In this exercise, you will:
1. Add a cover page
2. Get a link to Library
3. Add your dossier to Library

109. Education at MicroStrategy
Drive User Adoption and Increase Knowledge

110. Increasing MicroStrategy Adoption

111. Education Offerings
Perennial Education Pass (PEP)
Training Units
E-courseware
• Self-paced eLearning
• Perpetual license
• Drive user adoption
• Simulations & quizzes
• Hosted on LMS
• Multiple modules
available
• Valid for 12 months
• Customer onsite training
• 54 TUs/day
Pay as you go:
• Instructor-led distance
learning
• Certifications
• Exams
• Recorded courses
Access to:
• Online instructor-led training
• Recorded courses
• Exams and certifications
• On-demand modules
Tiered pricing by # users $100 per training unit $3500/year

112. New Education Catalog
• New Course Catalog
• Course descriptions
• Learning paths
• Certification tracks
• Education offerings
• Download from the MicroStrategy Website
• www.microstrategy.com/services/education

113. Help us improve!!
Take the Course Survey at microstrategy.csod.com

114. You are one step closer…
• 10.111 Overview of Enterprise Analytics (2 days)
• 10.112 Introduction to Analytics Reporting (2 days)
• 10.142 Dashboarding and Visualizations(2 days)
• 10.121 Overview of Enterprise Mobility (2 days)
• 10.131 Overview of Enterprise Security (1 day)
• 10.132 Enterprise Security Analytics (1 day)
MCSA

115. End of Training
Thank you for your participation!