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Home > Data > Business Intelligence > Mastering Business Intelligence with MicroStrategy
Mastering Business Intelligence with MicroStrategy
Mastering Business Intelligence with MicroStrategy

Mastering Business Intelligence with MicroStrategy: Master Business Intelligence with Microstrategy 10

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Mastering Business Intelligence with MicroStrategy

Chapter 2. Setting Up an Analytics Semantic Layer and Public Objects

Semantics in general means the meaning of a message behind the words, so when we say semantic in terms of BI, it means the meaning of data from the user's perspective. It is the keystone of any data warehouse project, as it allows better understanding of requirements, the design of successive data models, and a link between the physical data model and the reporting tool, in our case MicroStrategy. In the previous chapter, we learned about setting up an environment for MicroStrategy, so in this chapter we can dig deeper and understand about the semantic layer and the objects needed to present data to an end user.

This chapter will cover:

  • BI architecture
  • The project design process
  • Defining schema objects
    • Creating attributes
    • Defining parent-child relationships
    • Building hierarchies
    • Creating facts

  • Defining public objects
    • Creating simple and complex metrics
    • Adding filters
    • Creating prompts

BI architecture

BI is all about delivering timely and relevant information to the right level of audience, which helps them to make an appropriate decision. In this section, we will learn about BI architecture and the components involved in it.

Components of BI architecture

Components of BI architecture

Source system: This is any stored data that will be used for BI projects. It could be a database, mainframe system or flat files, or any other system that stores Online Transaction Processing (OLTP) data. This is where data is stored in its raw form.

ETL: This process then pulls the data from the source system and prepares it for the data warehouse. It involves three steps:

  • Extract: The process of reading data from source systems
  • Transform: The process of converting data from its previous form to the form it needs to be in, either by combining data from multiple sources or by applying business rules and logic
  • Load: The process of writing data into the target database, that is, the data warehouse

Data warehouse: This is...

The project design process

Project design is not just about creating a project in MicroStrategy architect; it involves several steps and thorough analysis, such as how data is stored in the data warehouse, what reports the user wants based on the data, and so on. The following are the steps involved in our project design process:

The project design process

Logical data model design

Once the user have business requirements documented, the user must create a fact qualifier matrix to identify the attributes, facts, and hierarchies, which are the building blocks of any logical data model.

An example of a fact qualifier is as follows:

Logical data model design

A logical data model is created based on the source systems, and designed before defining a data warehouse. So, it's good for seeing which objects the users want and checking whether the objects are in the source systems. It represents the definition, characteristics, and relationships of the data. This graphical representation of information is easily understandable by business users...

Schema objects

Schema objects represent different components of the logical data model and are directly mapped to a column or columns in the database. Attributes, facts, functions, and operations, hierarchies, partition mappings, tables, and transformations are all schema objects; however, three schema objects comprise the core of project definition and will be covered in this section:

Schema objects

Attributes

Attributes are the descriptive part of the database. They provide information about the data; for example, customer name and city are attributes. The SELECT clause of a SQL statement is based on these attributes.

The following is the report with the Policy Number and Broker Name as an attribute:

Attributes

When we see the SQL for this report, the Policy Number and Broker Name will be shown in the SELECT clause as follows:

Attributes

Attribute types

We have three different types of attribute:

  • Compound attribute
  • Homogenous attribute
  • Heterogeneous attribute

Compound attribute: Uses two or more columns as its ID. It is like...

Public objects

Public objects are also known as application objects, and are based on the schema objects. The following diagram shows all the public objects available in MicroStrategy:

Public objects

In the following section, we will discuss these public objects in detail.

Metrics

Metrics are public objects that are built from attributes, facts, or other metrics that allow data aggregation. A metric definition contains a formula that determines the calculation to be performed on the data. At a high level, metrics can be categorized as:

  • Simple metrics
  • Advanced metrics

Types of metric

  • Simple metrics include:
    • Basic metrics: Simple aggregations of fact, for example SUM (amount), AVG (sale), and so on
    • Compound metrics: Combinations of two or more metric objects with one or more constant, mathematical operator, or non-aggregate function, for example, revenue = quantity * price, Runningavg (sales), where sales is a metric

  • Advanced metrics include:
    • Level metrics: Define the level at which the metric aggregates. By default...

Summary

In this chapter, we learned about BI architecture, which is a framework for organizing data and technology components that builds BI systems for data analytics. The project design process is not just the creation of a project; it involves lots of analysis, planning, deployment, development, and maintenance. Schema objects are the building blocks of any MicroStrategy project, and include attributes, facts, and so on. Public objects are based on schema objects and provide the user with the flexibility to generate analytical data; examples of these include metrics, reports, documents, and so on.

In the next chapter, we will be going into more detail about other public objects, such as reports, drill maps, custom groups, consolidations, and so on.

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Key benefits

  • Fix the gap between BI tools and implementation/integration processes with big data and predictive analytics using this comprehensive guide to MicroStrategy 10
  • Highly practical, example-rich guide that lets you implement business intelligence with MicroStrategy 10 in your organization
  • Create the best user experience with BI dashboards using MicroStrategy using this up-to-date, comprehensive guide

Description

Business intelligence is becoming more important by the day, with cloud offerings and mobile devices gaining wider acceptance and achieving better market penetration. MicroStrategy Reporting Suite is an absolute leader in the BI market and offers rich capabilities from basic data visualizations to predictive analytics. It lets you various delivery methods such as the Web, desktops, and mobiles. Using real-world BI scenarios, this book helps you to implement Business Analytics solutions in big e-commerce companies. It kicks off with MicroStrategy 10 features and then covers schema design models and techniques. Building upon your existing knowledge, the book will teach you advanced techniques for building documents and dashboards. It further teaches various graphical techniques for presenting data for analysis using maps, graphs, and advanced charts. Although MicroStrategy has rich functionality, the book will show how to customize it in order to meet your business requirements. You will also become familiar with the native analytical functions that will help you to maximize the impact of BI solutions with powerful predictive analytics. Furthermore, the book will focus on MicroStrategy Mobile Analytics along with data discovery and desktop capabilities such as connecting various data sources and building interactive dashboards. The book will also uncover best practices, troubleshooting techniques for MicroStrategy system administration, and also security and authentication techniques. Lastly, you will learn to use Hadoop for MicroStrategy reporting. By the end of the book, you will become proficient in evaluating any BI software in order to choose the best one that meets all business requirements.

Who is this book for?

This book is intended for BI, DWH, ETL developers, BI/DWH/Analytics managers, analysts, and business users who already have MicroStrategy in their organization and want to take it to the next level in order to increase performance and improve user experience. In addition, it helps the reader to migrate from MicroStrategy 9 to MicroStrategy 10 and to start using the new capabilities.

What you will learn

  • Explore various visualization techniques for presenting analyzed data
  • Customize MicroStrategy in order to meet your business requirements
  • Develop and design mobile dashboards
  • Use the advanced techniques such as designing reports, documents and interactive dashboards for building dashboards
  • Understand the concepts of data discovery and Desktop capabilities
  • Explore the best practices for Microstrategy system administration
  • Find and fix issues based on connections, environment or documents
  • Integrate third party ESRI map tools with MicroStrategy to create geo based reports

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Publication date : Jul 29, 2016
Length: 396 pages
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ISBN-13 : 9781785886263
Category :
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Concepts :
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Table of Contents

12 Chapters
1. Getting Started with MicroStrategy Chevron down icon Chevron up icon
1. Getting Started with MicroStrategy
Modern BI
BI project life cycle
Meet MicroStrategy 10
Deploying MicroStrategy 10
BI tips
Summary
2. Setting Up an Analytics Semantic Layer and Public Objects Chevron down icon Chevron up icon
2. Setting Up an Analytics Semantic Layer and Public Objects
BI architecture
The project design process
Schema objects
Public objects
Summary
3. Building Advanced Reports and Documents Chevron down icon Chevron up icon
3. Building Advanced Reports and Documents
Advanced reporting components
Custom groups
Consolidation
Transformations
Drill maps
Freeform SQL
Intelligent cube
Advanced reports
Creating and adding data to the document
Moving towards a dashboard
Linking reports and documents
Summary
4. Advanced Visualization Techniques Chevron down icon Chevron up icon
4. Advanced Visualization Techniques
Dashboard style document
Basic visualization (graphs)
Widgets
Visual insight
MicroStrategy and ESRI map integration
MicroStrategy and Google Maps integration
Summary
5. Customization of MicroStrategy Chevron down icon Chevron up icon
5. Customization of MicroStrategy
Before we start
What is SDK
Overview of Web SDK
Customization pages
Web Beans
Customizing MicroStrategy styles with CSS
Adding advanced visualization with SDK
Overview of advanced web customization with MicroStrategy API
Overview of Mobile SDK
Summary
6. Predictive Analysis with MicroStrategy Chevron down icon Chevron up icon
6. Predictive Analysis with MicroStrategy
Predictive analysis in MicroStrategy 10
Integrating R with MicroStrategy
Data mining overview
Four steps to achieve data mining in MicroStrategy
Business applications of predictive analysis
Automating the predictive mechanism
Summary
7. Accelerating Your Business with Mobile Analytics Chevron down icon Chevron up icon
7. Accelerating Your Business with Mobile Analytics
Before we start
Mobile Server installation and configuration
Creating a mobile application
Best practices
Extending mobile capabilities
Deployment
Summary
8. Data Discovery with MicroStrategy Desktop Chevron down icon Chevron up icon
8. Data Discovery with MicroStrategy Desktop
Meet MicroStrategy Desktop
MicroStrategy Desktop interface
Building ad hoc schemas
Building a dashboard
Publishing the dashboard
Performing Pareto analysis
Performing cohort analysis
Deploying D3 visualization
Desktop versus Tableau
Summary
9. MicroStrategy System Administration Chevron down icon Chevron up icon
9. MicroStrategy System Administration
Managing MicroStrategy platform
Monitoring MicroStrategy
Deploying Enterprise Manager and collecting statistics
Project life cycle with Object Manager
Integrity Manager overview
System Manager overview
Activating Change Journal
Summary
10. Design and Implementation of the Security Model Chevron down icon Chevron up icon
10. Design and Implementation of the Security Model
MicroStrategy security overview
Security design
Security model deployment
Building an advanced security model
Summary
11. Big Data Analytics with MicroStrategy Chevron down icon Chevron up icon
11. Big Data Analytics with MicroStrategy
Hadoop and MicroStrategy
Connecting Hortonworks with MicroStrategy
Design your first Hadoop dashboard
Splunk and MicroStrategy
Summary
12. MicroStrategy Troubleshooting Chevron down icon Chevron up icon
12. MicroStrategy Troubleshooting
Meeting the MicroStrategy Community
Setting up MicroStrategy Health Center
Discovering MicroStrategy logs
Overview of the MicroStrategy Diagnostics and Performance Logging tool
Contacting MicroStrategy Support
Exploring problems with security
Discovering data discrepancy issues
Summary

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Awesome book, very well written.
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This is a great book for anyone who wants to learn more about MicroStrategy it's ecosystem. It explains the development, administration and even the integration with Big Data. I hardly recommend it if you need to learn more about BI and MicroStrategy.
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Sergey Dec 29, 2016
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The best book I ever read!
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Amazon Customer Oct 04, 2016
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This book provides a comprehensive summary of the entire feature set provided by Microstrategy 10.It is a good technical/pragmatic introduction for a Microstrategy novice developer as well as a useful resource for Microstrategy professionals who are specialized on a subset of the product's capabilities.
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In order to follow examples laid out in this book, we have been trying to set up the backend Oracle database per instructions provided in this book on pages 29-30. However, the scripts do not fully work. First, they rely on a package called UTILS that is not included with the book. We were able to generate it in SQL Developer after some research. Second, the scripts make use of a user defined function called udfBuildISO8601Date, which again was not provided. Finally, character set conversion errors occur when attempting to create two of the views from the scripts. Perhaps, some nonstandard database settings are needed to make the scripts run without errors. I would appreciate if the publisher could provide updated SQL scripts for download on the PACKT web site.
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About the 4 authors

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Profile icon Dmitry Anoshin
Dmitry Anoshin
Dmitry Anoshin is a data-centric technologist and a recognized expert in building and implementing big data and analytics solutions. He has a successful track record when it comes to implementing business and digital intelligence projects in numerous industries, including retail, finance, marketing, and e-commerce. Dmitry possesses in-depth knowledge of digital/business intelligence, ETL, data warehousing, and big data technologies. He has extensive experience in the data integration process and is proficient in using various data warehousing methodologies. Dmitry has constantly exceeded project expectations when he has worked in the financial, machine tool, and retail industries. He has completed a number of multinational full BI/DI solution life cycle implementation projects. With expertise in data modeling, Dmitry also has a background and business experience in multiple relation databases, OLAP systems, and NoSQL databases. He is also an active speaker at data conferences and helps people to adopt cloud analytics.
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Profile icon Neil Mehta
Neil Mehta
Neil MehtaBSc (Hons) has 20 years of experience as a developer, analyst, and program manager and has spent the last 7 years specifically implementing business intelligence solutions to help companies leverage their corporate data. Trained in all aspects of analytics from data modeling to system architecture and reporting, Neil currently manages a large team of data architects, ETL developers, and report designers for a large insurance company.He has extensive experience with business analytics, administration, and dashboard design and has helped develop programs to establish super user communities and develop training plans. He has worked in multiple business segments, including financial, oil and gas, transportation, and retail industries.
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Profile icon Ma
Ma
Ning Ma is an experienced data analyst working in an insurance company. He is experienced with statistical modeling, creating executive dashboards, fraud detection, text mining and teaching. He is also knowledgeable about implementing predictive analysis in MicroStrategy. He enjoys helping business users discovering knowledge from data, by visualizing data patterns and testing hypotheses. He is passionate about producing easy-to-use data products to support business decision making. Prior to his current position, he worked in China doing IT and investment jobs. He did his computer science and economics undergraduate studies in Beijing, economics and finance graduate studies in Canada, and did research on quantitative finance in Canada. In his free time, he loves reading, electronic arts, and all kinds of outdoor activities.
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Profile icon Rana
Rana
Himani Rana is a senior data scientist and has been working as database developer and MicroStrategy specialist for multinational companies since 2007. She is currently pursuing her PhD in data mining and big data. She completed her master's in data mining and vehicular ad hoc networks. She has to her credit the following publication: http://ieeexplore.ieee.org/xpl/articleDetails.jsp?arnumber=6557928. Himani possesses in-depth knowledge of Business Intelligence and big data technologies. She specializes in insurance and financial data analysis because of her Chartered Insurance Professional (CIP) designation. In addition, she was a committee member and reviewer of Information Systems, Technology and Management (http://www.springer.com/gp/book/9783642291654) and 2011 Third International Conference on Advanced Computing (ICoAC) (http://ieeexplore.ieee.org/xpl/mostRecentIssue.jsp?punumber=6156880).
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  4. Choose the format you wish to purchase the title in; if you order the Print Book, you get a free eBook copy of the same title. 
  5. Proceed with the checkout process (payment to be made using Credit Card, Debit Cart, or PayPal)
Where can I access support around an eBook? Chevron down icon Chevron up icon
  • If you experience a problem with using or installing Adobe Reader, the contact Adobe directly.
  • To view the errata for the book, see www.packtpub.com/support and view the pages for the title you have.
  • To view your account details or to download a new copy of the book go to www.packtpub.com/account
  • To contact us directly if a problem is not resolved, use www.packtpub.com/contact-us
What eBook formats do Packt support? Chevron down icon Chevron up icon

Our eBooks are currently available in a variety of formats such as PDF and ePubs. In the future, this may well change with trends and development in technology, but please note that our PDFs are not Adobe eBook Reader format, which has greater restrictions on security.

You will need to use Adobe Reader v9 or later in order to read Packt's PDF eBooks.

What are the benefits of eBooks? Chevron down icon Chevron up icon
  • You can get the information you need immediately
  • You can easily take them with you on a laptop
  • You can download them an unlimited number of times
  • You can print them out
  • They are copy-paste enabled
  • They are searchable
  • There is no password protection
  • They are lower price than print
  • They save resources and space
What is an eBook? Chevron down icon Chevron up icon

Packt eBooks are a complete electronic version of the print edition, available in PDF and ePub formats. Every piece of content down to the page numbering is the same. Because we save the costs of printing and shipping the book to you, we are able to offer eBooks at a lower cost than print editions.

When you have purchased an eBook, simply login to your account and click on the link in Your Download Area. We recommend you saving the file to your hard drive before opening it.

For optimal viewing of our eBooks, we recommend you download and install the free Adobe Reader version 9.