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    Discovering Business Intelligence Using MicroStrategy 9
    Discovering Business Intelligence Using MicroStrategy 9
    Discovering Business Intelligence Using MicroStrategy 9
    Ebook233 pages1 hour

    Discovering Business Intelligence Using MicroStrategy 9

    By Nelson Enriquez and Samundar Singh Rathore

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    About this ebook

    This is a step-by-step tutorial that covers the basics of working with the MicroStrategy platform.If you are a BI developer who would like to use MicroStrategy to build BI apps, this book is ideal for you. This book is also for mid-management executives who need to analyze data and Excel files that are too complicated to manage. A basic concept of BI is assumed.
    LanguageEnglish
    PublisherPackt Publishing
    Release dateDec 24, 2013
    ISBN9781782170051
    Discovering Business Intelligence Using MicroStrategy 9

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      Book preview

      Discovering Business Intelligence Using MicroStrategy 9 - Nelson Enriquez

      Table of Contents

      Discovering Business Intelligence Using MicroStrategy 9

      Credits

      About the Authors

      About the Reviewers

      www.PacktPub.com

      Support files, eBooks, discount offers and more

      Why Subscribe?

      Free Access for Packt account holders

      Instant Updates on New Packt Books

      Preface

      What this book covers

      What you need for this book

      Who this book is for

      Conventions

      Reader feedback

      Customer support

      Downloading the example code

      Downloading the color images of this book

      Errata

      Piracy

      Questions

      1. The Value Proposition of MicroStrategy

      MicroStrategy Business Intelligence suite

      Enterprise reporting

      Scorecards and dashboards

      Advanced and predictive analytics

      Closed-loop BI

      High-performance BI

      Big Data

      Summary

      2. Mapping Typical Business Needs

      Understanding the business needs

      Summary

      3. Reporting – from Excel to Intelligent Data

      Visualization objects – graphs and grids

      Designing and formatting the reports

      Analyze data

      Advanced metrics and attributes

      Thresholds

      Drill down

      Benefits of drill down

      Filters and slices

      Advanced options for filters

      Finding the values

      Including and excluding data

      Showing the total value of the results

      Sorting data

      Ranking

      Summary

      4. Scorecards and Dashboards – Information Visualization

      Scorecards versus dashboards

      How to design a scorecard or dashboard

      MicroStrategy interface – panels, layouts, and visualizations

      Features

      Usability best practices

      Visualization objects

      Visualization types

      Advanced configurations

      Using filters

      Using visualization objects as a filter

      Scorecard design and construction

      Foundation

      Metrics

      Visualization objects

      Building a scorecard

      Foundation

      Metrics

      Visualization objects

      Dashboard building process

      Summary

      5. Sharing Your BI Reports and Dashboards

      Reaching your audience

      Main menu

      The Share button

      E-mail sharing

      Portable dashboard

      Sharing on the social media – Facebook and Twitter

      The Facebook option

      The Twitter option

      More Share Visualization options via the Web or user blogs

      Unshare the report

      Mobile devices

      Summary

      6. MicroStrategy and the Cloud

      The MicroStrategy Cloud portfolio

      Personal

      Personal edition

      Express

      Express edition

      Platform

      Express edition in action

      Data sources

      Security

      Applying security

      Personalize

      Deliveries

      Refresh data

      Summary

      7. BI Reports at Your Hands

      The MicroStrategy Mobile BI client solution setup

      MicroStrategy Mobile usability

      The offline mode

      Summary

      A. MicroStrategy Express

      Registering the Cloud service

      Activating your account

      B. Visualization

      Visualization object's properties

      Visualization object's options

      Index

      Discovering Business Intelligence Using MicroStrategy 9

      Discovering Business Intelligence Using MicroStrategy 9

      Copyright © 2013 Packt Publishing

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

      Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

      Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

      First published: December 2013

      Production Reference: 1171213

      Published by Packt Publishing Ltd.

      Livery Place

      35 Livery Street

      Birmingham B3 2PB, UK.

      ISBN 978-1-78217-004-4

      www.packtpub.com

      Credits

      Authors

      Nelson Enriquez

      Samundar Singh Rathore

      Reviewers

      Chael Christopher

      Steven Zagoudis

      Acquisition Editor

      Kevin Colaco

      Commissioning Editors

      Neil Alexander

      Neha Nagwekar

      Technical Editors

      Shashank Desai

      Manal Pednekar

      Copy Editors

      Roshni Banerjee

      Sarang Chari

      Dipti Kapadia

      Karuna Narayanan

      Shambhavi Pai

      Project Coordinator

      Michelle Quadros

      Proofreader

      Cathy Cumberlidge

      Indexer

      Mariammal Chettiyar

      Production Coordinator

      Pooja Chiplunkar

      Cover Work

      Pooja Chiplunkar

      Cover Image

      Valentina D'silva

      About the Authors

      Nelson Enriquez is a multicultural executive and business leader with more than 17 years of experience in IT, strategy and planning areas, with specializations in business studies at Stanford (U.S.A), INSEAD (France), and EGADE (Mexico). He has international experience of working on several projects in other geographical locations including Asia, Europe, the Middle East, and South America, that are focalized in business integration, valuing and acquiring technology-related companies (the Due Diligence process), and integrating IT-related operations to company standards (Mergers and Acquisitions). He also has experience in retail, pharma, services, and manufacturing industries as a partner at an IT services company, in Monterrey, as an External Director in a Big Five consultant firm, and as a IT Planning Director at Tier 1 Retail in Mexico.

      Dedicated to Nelson and Enzo, my beloved children, to the 
woman who supports my dreams, and my mother, who always believes in me.

      Samundar Singh Rathore is a data warehousing and business intelligence consultant, and a trainer with extensive experience on various data warehousing business intelligence products. He has worked with a large business and analytics organization with specialization in investment and healthcare domain data. He is currently working as a MicroStrategy administrator and architect. He was born in Mundara, Rajasthan, and raised in Mumbai, Maharashtra, which is the financial capital of India. He speaks Hindi and English, and he is also proficient in Java and SQL. He is an active member and the Guru of the MicroStrategy official discussion forum at https://resource.microstrategy.com/Forum/UserProfile.aspx?uid=8557.

      I would like to thank my family and friends for their support and motivation that led me to put my thoughts together for this book. I dedicate this work to my loving mother.

      About the Reviewers

      Chael Christopher has been working with MicroStrategy since 1999, and writes about MicroStrategy on his blog (www.chaelchristopher.com). In his fifteen years of working in this platform, Chael has worked with clients across a wide range of industries and has seen a diverse set of implementations across financial services, pharmaceuticals, retail, marketing and advertising, supply chain, and higher education. While working with MicroStrategy, Chael has seen the product evolve from a heavy client install (anyone remembers the 16-bit thunking layer?) to the Web, and now to Mobile. MicroStrategy continues to innovate across different technology spectrums, and Chael enjoys keeping up with all of the advancements.

      Steven Zagoudis is the CEO and founder of MetaGovernance Incorporated and Information Governance Technologies Inc. Steven currently holds the VP Marketing Board position for Data Governance Professional Organization (DGPO). He is a Business Intelligence and Information Governance specialist with more than 20 years of experience in extensive business and technical experience. Steven has a proven track record of resolving chronic data infrastructure issues. He has formed data governance functions for numerous organizations. Steven has cross-industry experience in international and domestic organizations, having been based in the U.K. and Germany for several years. He has led the design and implementation of technical and data architectures on complex data warehousing and data mining applications, providing straightforward solutions to business problems. He is a second surgery and metadata specialist who refocuses on failed Business Intelligence projects. Steven excels at unlocking information hidden within organizational data, thereby enabling the visibility of trends for improved competitor position. Crain's Business Magazine recognized Steven as a Technology Leader. To Steven, information governance is a journey towards accurate data and meaningful information for business operations,

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