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:

  • 6 - 7 October 2026
  • 20 - 21 October 2026
  • 3 - 4 November 2026

US & Canada:

  • 13 - 14 October 2026
  • 27 - 28 October 2026
  • 24 - 25 November 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

I enjoyed the class a lot! I had problems with queries, so it was super helpful when Mahesh copies them into the chat. All explanations were thorough and be able to do it was awesome.

★★★★★

- Lisa Kruta, Environmental Coordinator, US Air Force

“Our Informatica Axon and Enterprise Data Catalog training classes were all excellent for our needs.  The trainer really knew a lot about data governance strategy, frameworks, stewardship and actual implementation. As a senior consultant, he had implemented many projects, this really helped in Q&A. Highly recommended.”

★★★★★

- Susan Charles, IT Director, SoFi Bank

“Without a doubt one of the best professional development courses I’ve taken. I would highly recommend.”

★★★★★

- Blaine Clark, KPERS

Upcoming Public Virtual Live Instructor-led Course Dates

UK & Europe:

US & Canada:

    To discuss your training requirements or book a class, drop us a line

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