This comprehensive MicroStrategy Fast Track training course provides students with an overview of the main MicroStrategy components. We recommend working together with one of our senior trainers in selecting a 5-day or 10-day curriculum for your team before any large project implementation.
Students will receive the materials and access to a licensed environment to work on the training labs. For an additional cost, we can work with your data / business scenarios.
SECTION I – Installation, and Metadata creation.
Module 1. Download, Setup and Activate the Free MicroStrategy Suite
- Download the suite from the web
- Setup
- Activate the Free License or the Evaluation
- Identify the RDBMS, create the Metadata ODBC connection
- Build the Metadata empty structure
- Install the example database for the exercises (we will use SQL Server Express)
- Create the Datawarehouse ODBC connection
SECTION II – Preparing the objects that build up a BI project.
Module 2. Building the scaffolding for a MicroStrategy Project
- Create new project.
- Connect to a datawarehouse.
- Explore datawarehouse schema, view sample data.
- Select the tables and update the project schema.
- Real tables vs. Logical Views.
Module 3. Attributes
- Attribute ID and DESC, additional Attribute forms.
- Parent-Child relationships.
- Attribute Display forms.
- Test Report to check the Attribute.
Module 4. Facts and Metrics
- Fact expression, functions.
- Simple Metrics.
- Compound and Smart Metrics.
- Conditional Metrics.
- Level Metrics.
- Metrics formatting.
- Metric joins.
SECTION III – Using the objects to visualize data and create interactive pages.
Module 5: Reports
- Report Template.
- Report Filter.
- View Filter.
- Sorting data.
- Adding Totals, Subtotals.
- Formatting Grid.
- Save, Print, Export.
Module 6: Charts
- Different types of Chart.
- Metrics colors in Charts.
- Backgrounds, Transparencies, Borders.
Module 7: Documents and Dashboards
- Layouts, Panels Stacks.
- Embedding Reports and Graphs.
- Adding Interaction with selectors.
- External Links.
- DHTML vs. Flash.
- Widgets.
- Automating the delivery of information.
Module 8: Filters and Prompts
- Filtering on Attributes and Metrics.
- Advanced Filters.
- Embedding Filters in Metrics.
- Adding interaction with Prompts.
- Dynamic Dates.
SECTION IV – Mobile: Business Intelligence on the move.
Module 9: Mobile BI for Developers:
- Create Mobile Configuration Settings.
- Install and configure iPad client.
- Adapt Reports to mobile screen
- Create dashboards with Links.
Module 10: Mobile BI for Device Users:
- Visual Insight on iPad.
- Annotate and share.
- Answering Prompts
SECTION V – Advanced topics.
Module 11: Beyond the Data Model: Custom Groups, Consolidations, Transformations.
- Advanced grouping and virtual Attributes.
- This year vs. Last Year / Year to Date vs. Last Year to Date.
Module 12: In-Memory cubes and Visual insight.
- Creating a cube (from an existing Report or from scratch).
- Publishing, Modifying, Refreshing a cube.
- Creating a schedule and set the cube automatic refresh.
- Using cubes in Reports
- Creating a VI analysis
Module 13: MicroStrategy Cloud Express
- Sign up process.
- Personal vs. Team features.
- Creating Grids, Graphs.
- Creating advanced visualizations.
- Layouts, Panels.
- Sharing the results.
