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:

  • 4 - 5 August 2026
  • 18 - 19 August 2026
  • 1 - 2 September 2026

US & Canada:

  • 11 - 12 August 2026
  • 25 - 26 August 2026
  • 8 - 9 September 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

Thanks again! This was an incredibly valuable course. I have submitted my survey responses and everything looks good on the certificate. Have a great week!

★★★★★

- Dan Angelino, Lead Strategic Program Analyst, SJI Industries

“The PowerCenter training last week went very well. There were many practical exercises included which I really appreciated because they helped me understand the topics much better, I learned a lot and found the sessions very useful. I’m continuing to review and practice the content this week to consolidate what I’ve learned.

.”

★★★★★

- Taha Elmaadani, Data Integration Consultant, PTA IT Consulting

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.