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:

  • 15 - 16 September 2026
  • 6 - 7 October 2026
  • 20 - 21 October 2026

US & Canada:

  • 22 - 23 September 2026
  • 13 - 14 October 2026
  • 27 - 28 October 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

“ExistBI, Thank you again for the great Microsoft Power BI, PowerApps and Power Automate courses, our team was very happy”

★★★★★

- Kerry Urofsky, Systems Manager, Service, Avantik

“The SAP BOE310 Business Intelligence Platform: Administration and Security training was well presented and the trainer was very patient with us, now signed up to the BOE320 Administering Servers training”

★★★★★

- Yocelyn Robles, Platform Engineer, Franchise Tax Board

“Instructor was very passionate about the subject and definitely helped me to stay engaged. Great pace, great knowledge, and instructor was amazing overall :) ”

★★★★★

- John Smith, Analyst, Dept. of Homeland Security

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

      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.