Course Description

This two-day Introduction to Documents MicroStrategy training helps students create Report Services documents to satisfy sophisticated information requirements. Display grids, graphs, text, and images. Transform data into an appealing, insightful presentation for financial reports, budgets, and invoices. Hands-on exercises to create a basic document, then build on the basics to create a grouped document to fine-tune information display, to create a logical workflow to make business decisions.

Products covered include MicroStrategy Web and MicroStrategy Report Services.

Course Outcomes

At the end of the course, learners will be able to:

  • Create boardroom-quality business documents
  • Analyze organizational data to make effective business decisions
  • Identify appropriate business concepts to evaluate calculations
  • Logically plan subsets of data for analysis using grouping and custom sections
  • Design business reports for other users
  • Add data from a MicroStrategy report or an external data source
  • Share documents using collaborative notes

Course Summary

Next Public Course Dates

UK & Europe:

  • 16 - 17 June 2026
  • 7 - 8 July 2026
  • 21 - 22 July 2026

US & Canada:

  • 9 - 10 June 2026
  • 23 - 24 June 2026
  • 14 - 15 July 2026

More dates

Prerequisites
  • None
Duration
  • 2 Days
Available Formats
  • Public Virtual Live Instructor-Led
  • Private Virtual Live Instructor-Led
  • Private Onsite

Course Modules

  • Overview of documents
  • Adding data to documents: Datasets
  • Displaying data and text on documents
  • Displaying reports on documents
  • Grouping documents: Creating custom sections
  • Collaborating: Sharing insights

Testimonials

“The content was great for an introduction to Tableau. I truly appreciate the way Michael was able to explain everything, and would recommend this class to anyone needing to get their feet wet with Tableau.”

★★★★★

- Shianne DeGeorge, Business Intelligence Group, Kaiser Permanente

“The Tableau Visual Analytics session with Michael was awesome, he is a really good instructor”

★★★★★

- Graciela Kahn, Director, Business Intelligence, NeighborWorks America

“The SAP BOID10 Universe Designer class was a very enjoyable and informative course and we’re all looking forward to using the skills we learnt. We all agreed that the instructor was very good and was able to break down pretty complex issues to make them more understandable”

★★★★★

- Grahame Welch, Head of BI, UK Home Office

Upcoming Public Virtual Live Instructor-led Course Dates

UK & Europe:

US & Canada:

    To book this course, please fill in your details and submit the form.

      To book this course, please fill in your details and submit the form.