Introduction to MicroStrategy Report Development I

Design a MicroStrategy reporting solution by modeling facts, attributes, and hierarchies, then build reports and dashboards, test, and schedule secure deliveries to production.

Explore MicroStrategy architecture, from source systems and ETL to star and snowflake schemas, data marts, and the intelligence server, including web and mobile servers and caching for reports.

Explore MicroStrategy metadata, a database that stores object definitions and object ids, maps project objects to data, does not contain data, and records table name, column name, and data type.

Three main engines in the MicroStrategy intelligent server, including the sequel engine with multi-pass queries across multiple databases, guided by metadata and analytical engine for complex calculations.

Explore the report execution life cycle, from user login and authorization through object browsing, data sourcing, and multi-source analysis, to final, formatted results returned to the end user.

Learn about schema, public, and configuration objects in MicroStrategy and how to develop and update them with facts, attributes, prompts, consolidations, and reports across environments.

Discover how to configure MicroStrategy projects and product sources across development and production environments, manage folders and privileges, and design reports and dashboards via the web interface.

Explore the MicroStrategy developer and web environment, including project sources, public and schema objects, data explorer, and subscriptions for delivering reports and dashboards.

Explore how to manage the warehouse catalog in MicroStrategy by importing and removing tables and views, adjusting table structures and mappings, configuring primary and secondary database instances, and updating schema.

Demonstrates importing tables from a data source into a MicroStrategy project via the warehouse catalog. Selects database instances and DSNs, tests with data, and updates the schema after import.

Learn how attributes enrich dimension tables with values. Map customer and call center data and create views that define relationships and form mappings in MicroStrategy report development.

Create and map a MicroStrategy attribute by selecting a source table, configuring ID and description forms, using manual mapping, and handling homogeneous and heterogeneous column mappings.

Practice creating and modifying attributes in MicroStrategy by editing column aliases and data types, building description forms, mapping with lookups, and validating report connectivity.

Explore building attributes in MicroStrategy, define region to training call center parent child relationships, set many to one relations, and configure forms, drill paths, and prompts for report design.

Explore how facts in MicroStrategy serve as stable strategy objects, map to fact tables and columns, and drive metrics through aggregation functions such as sum, average, min, and max.

Learn to create and map a fact in MicroStrategy, build metrics from facts, apply aggregates, and use fact level extension to derive daily data for reports.

Explore how metrics in MicroStrategy build key performance indicators from facts, combining revenue, profit, and quantity with aggregations, filters, and transformations to enable time-based comparisons.

Master creating a simple metric in MicroStrategy, applying sum functions, level dimensionality, transformations, dynamic aggregation, and subtotals in this beginner hands-on demo for metric development.

Explore subtotals and dynamic aggregation in MicroStrategy reports, including pre-built subtotals and custom subtotal functions. Learn how smart metric and analytical engine calculations affect runtime results and report formatting.

Learn to define and reuse MicroStrategy metrics with base formulas, join types, and conditional metrics, and to apply report and metric level filters for precise data.

Explore how filters in MicroStrategy determine which data to access, apply to metrics, and shape results with qualification, element list, custom expression, and joint element list filters.

Create an attribute element qualification filter in MicroStrategy, apply it to a report, and verify results for selected elements such as Atlanta and Miami.

Explore hands-on creation and management of category attribute qualifications, build complex filters with and/or not logic, save and apply filters, and implement prompted attribute element qualifications in MicroStrategy report development.

Explore a hands-on demo of MicroStrategy report filters, including prompted attribute element and attribute form qualifications, and applying them to reports with year 2011 and call center data.

Explore prompts in MicroStrategy to dynamically select data from attributes, hierarchies, and metrics, master four subtypes: hierarchy qualification, attribute element list, metric qualification, and report level prompts, including drop restrictions.

Explore how to create prompts in MicroStrategy with a hands-on demo, covering filter definition prompts, choose from all attributes in a hierarchy, and minimum/maximum qualifications.

Demonstrates hands-on prompts using predefined hierarchies to build qualification criteria, with time and geography hierarchies, display forms, and how to display IDs or descriptions in MicroStrategy reports.

Explore hands-on prompts in MicroStrategy by selecting attributes from hierarchies, using attribute forms and custom forms, and building qualifications with elements, IDs, and descriptions.

Learn how to design prompts in MicroStrategy by configuring predefined attribute lists, browse form, display form, and qualifications to guide user selections and improve report usability.

Explore hands-on prompts in MicroStrategy report development by building and presenting custom hierarchies, selecting attribute elements, applying filters, and using predefined element lists for targeted prompts.

Explore MicroStrategy hierarchies that group business attributes and define parent-child relationships using primary and foreign keys, then distinguish system hierarchies from user defined hierarchies for browsing and drilling.

Develop and design reports using the report editor by organizing objects, dragging and dropping attributes, and applying dynamic aggregation and filters to build effective reports.

Create a simple MicroStrategy report in the editor using the object browser, drag-and-drop attributes and metrics, and apply view and report filters to refine results.

Navigate the MicroStrategy report editor's design, grid, and graph views to build vertical clustered bar graphs and explore OLAP features like filters and dynamic aggregation.

Explore the MicroStrategy report editor, comparing data and graphs while analyzing execution time and multi-pass processing. Read report properties, object and version IDs, and security settings.

Explore MicroStrategy report views, including design, grid, graph, and sequel, to build, preview, and optimize reports by dragging objects, adding filters, and viewing execution details.

Use the page by feature to group a MicroStrategy report into paged subsets, displaying revenue and profit by year and department on separate pages with attributes, metrics, and formatting.

Explore how to pivot report data in MicroStrategy, move attributes between rows and columns, adjust totals and subtotals at multiple levels and positions across hierarchies.

Sort MicroStrategy reports by any object on the deck, including attributes and metrics. Set ascending or descending orders, apply multiple-object sorts, and view revenue by call center.

Explore how to manipulate report data in microstrategy by applying report limits and metric level qualifications, including percentage criteria and automatic condition application.

Learn aliasing to rename report objects for reuse across reports, including attributes, metrics, and groups, while handling null values with display-only substitutes that don't alter the data source.

Drill in MicroStrategy reports through up and down, cross drills, and template drills, changing metrics for templates, and define custom drill paths and accessibility options.

In MicroStrategy, explore how metric join types affect data visibility for revenue and profit in call center data, using inner and outer joins to determine which centers display.

Explore hands-on data manipulation in MicroStrategy reports by using page by, pivoting, sorting, aliases, null handling, drilling, and metric joins to build dynamic, multi-dimensional grids.

Explore how to apply subtotals and grand totals in MicroStrategy reports, manage subtotals across levels and groupings, and create custom subtotals for precise data insights.

Master sort techniques in MicroStrategy, from quicksort to advanced nested sorting, apply report limits with a having clause, alias metrics and attributes, and handle null values.

Learn to handle null values in MicroStrategy reports by using filters, alternate metrics, and display text for empties, while accounting for cross tabulation and dynamic aggregation.

Explore data manipulation in MicroStrategy through hands-on report drilling, using drill maps to drill down from call center to employee level and drill up across geography and product hierarchies.

Explore data maps and drill maps in MicroStrategy, create templates, and drill across hierarchies using metrics and attributes to customize report interactions.

Create and manage drill maps and drill paths for report attributes in MicroStrategy, configuring up, down, across, and template drills with priority, filtering, and additional criteria.

Learn to manipulate data in MicroStrategy by building two revenue metrics with month filters and exploring inner versus outer joins to control which months display.

Explore MicroStrategy report formatting and styling options for headers, values, and metrics. Apply number formats, alignment, borders, and color schemes across columns and reports.

Apply conditional formatting to metrics with multiple thresholds, selecting fields, operators, and visual rules to display colors including green, data replacements, and images in MicroStrategy reports.

Apply banding to group rows and columns with alternating colors for easier reading, lock fixed headers, and merge identical row or column headers to simplify MicroStrategy reports.

Identify dependent objects and components using search to understand how changes affect metrics, filters, and reports, and promote modified objects from development to production.

Apply hands on formatting in MicroStrategy, shaping headers, subtotals, and metric values with currency, date/time, alignment, and corporate colors, and implement thresholds to replace metric displays with text or images.

Apply conditional formatting by creating and applying multiple thresholds to the revenue metric. Use operators like greater than and less than to drive color, text, symbols, or images.

Explore applying pre-built auto styles and creating custom styles in MicroStrategy reports, then implement bending (banding) by rows, columns, or headers, and lock column headers for scrolling clarity.

Lock row and column headers to keep context while scrolling, merge headers, and enable outline mode to navigate hierarchical data. Display long names for attribute forms.

Explore hands-on searches and shortcuts in MicroStrategy, including searching for dependents and components, and creating department-specific shortcuts for metrics and attributes with promotion and change-tracking examples.