This one-day MicroStrategy course provides an overview of document creation using MicroStrategy Report Services in MicroStrategy Web.  This course will be combined with the Dynamic Dashboards course and will be retired from the curriculum portfolio.

The course introduces the many features that enable report designers to create sophisticated, boardroom-quality documents. Participants learn the features of Report Services, the Document Editor’s structure and properties, techniques for formatting documents, document performance considerations, and more. Students gain hands-on practice through a series of exercises.


Module 1: Introduction to Report Services

  • Overview of MicroStrategy Web
  • Document types
  • Document display modes
  • Document subscriptions

Module 2: Creating documents

  • Introduction to the document editor
  • Methods for creating documents
  • Document objects
  • Arranging objects on a document
  • Formatting objects
  • Section-specific properties

Module 3: Document design concepts

  • Banded, zone-based, and combined layouts

Module 4: Documents and OLAP services

  • Datasets based on intelligent cubes
  • Derived metrics
  • Summary metrics
  • View filters
  • Derived elements

Module 5: Useful design techniques

  • Calculated expressions
  • Conditional formatting
  • Tooltips
  • Drilling on grid/graphs
  • Multiple layout documents

Module 6: Linking from documents to other web sites, reports, and documents

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MicroStrategy Report Services Document Essentials Training
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