MicroStrategy for Business Intelligence- The Complete Course

Compare MicroStrategy workstation and desktop, noting desktop’s phase-out and merge into workstation, and learn to install workstation to build dashboards and dossiers.

Create a MicroStrategy account, verify your email, sign in, then download and install MicroStrategy Workstation (Desktop) on Windows or Mac, and prepare to explore the platform interface.

Connect to a new dataset from the dataset panel and import a csv file with 100,000 sales records, including country and order date, to build your MicroStrategy dashboard.

Learn how to build and customize grid visualizations in MicroStrategy, using drag-and-drop to place item type and region into rows and columns, configure totals, swaps, and display options.

Explore grid visualizations in MicroStrategy by configuring region, country, and sales channel, format total profit and total revenue as currency, and apply advanced sorting to reveal revenue insights.

Create a vertical bar chart in MicroStrategy to show total profit by region, with break by region and sales channel, currency formatting, colors, and tooltips.

Learn to create a pie chart and a ring chart in MicroStrategy, compare their visuals, set region as slice and total revenue as angle, and adjust formatting.

Learn to create a combo chart in MicroStrategy by converting order date to a year time attribute, then compare profit and revenue with synchronized axes and currency formatting.

Create a heat map in MicroStrategy and condense numbers to present regional revenue clearly, using currency formatting and tooltips for total profit, with optional legend adjustments.

Create bubble charts in MicroStrategy to compare item types across regions, using bubble size for profit and color for region or category, and identify trends, outliers, gaps, and clusters.

Learn to create KPI charts for year on year revenue comparison in MicroStrategy, including setting total revenue, break by order date year, and validating data with a grid view.

Learn how to import a Sankey diagram from the gallery into MicroStrategy Workstation, enabling a proportional-width visualization of profit across item types and regions.

Explore how a sunburst chart reveals data hierarchy through concentric rings, showing region, country, and item type contributions to revenue and enabling drill-down with filters.

Master filtering in MicroStrategy with the filtering panel and advanced editor to apply region and other dimensions, control chapter scope, switch include or exclude, and tailor visuals across dashboards.

Interlink dashboards by configuring a source visualization to filter target visuals on the same page, so selecting a chart updates the heatmap and other visuals through edit target visualizations.

Create a custom metric in MicroStrategy using the metric editor to sum revenue for high priority orders, applying a priority filter and saving for use in visuals.

Explore heatmap data by drilling down, view data via the show data grid, and export to Excel or CSV for stakeholder sharing.

Discover how to copy to, move to, and duplicate visualizations across pages in MicroStrategy, from heatmap to KPI chart, and build dashboards.

Use drill down in MicroStrategy to reveal countries, item types, sales channels, and order priorities from regional profits, via right-click on regions and the editor panel.

Build the first dashboard by reorganizing existing visualizations into a regional profit view, exploring profit and revenue by region and online/offline channels across years.

Replicate the first dashboard to create a regional revenue view, add titles, switch from profit to revenue, and sort regions by revenue for clear managerial insight.

Build an item type focused dashboard in MicroStrategy by duplicating visuals and applying year-over-year and revenue-focused charts. Add a Sankey diagram to show item type revenue by sales channel.

Build a region and item type dashboard using a heat map to show revenue and profit by region, with hover details, drill-down, and live presentation mode in MicroStrategy.

Frame dashboards as a narrative, structuring chapters and pages like a book, start with key metrics, investigate why regions differ, and end with actionable insights, avoiding unnecessary data blending.

Explore how the filter panel operates at the chapter level, applying filters across all pages and views. Grasp three core ideas: chapter filters across pages, visualization filters, and visualization-to-visualization filtering.

Learn how to optimize MicroStrategy dashboards for mobile by using the responsive view editor and preview, grouping visuals on one line or stacking them for clarity, and saving changes.

Learn how to style MicroStrategy dashboards using themes, palettes, and formatting options. Apply best practices for color palettes, custom branding, and layout choices to create professional, readable visuals.

Use presentation mode to present dashboards with predefined filters, drill down by item type, region, and sales channel, and export or share insights in MicroStrategy.

Connect to a new data source using sample files, prepare and transform data with renaming, filtering, and formatting, and configure datasets for dashboard building.

Amend and update datasets to build a dashboard, load the airline sample data, and create heatmaps and ring charts for flights and cancellations.

Practice building MicroStrategy visualizations by creating a new flights page named constellations, switching from a bar chart to a combo chart, adding flights cancelled as a line, and synchronizing axes.

Create a page named flights to cancellations, build bar chart of origin airport versus flights, convert to a combo chart with a line for flights canceled, synchronize scales, and save.

Create a heatmap overview by item type and total profit, with unit sold in tooltips. Then add region breakdown and ring chart for item type and revenue with select target.

Create a heat map overview using total profit as size and region with units sold in tooltips; then add a ring chart of total revenue and apply target visualizations.

Apply your MicroStrategy knowledge to real projects, personal or work, to maximize time and learning, and start from a specific project to explore concepts relevant to you.