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Business Intelligence with MicroStrategy Cookbook

You're reading from   Business Intelligence with MicroStrategy Cookbook Over 90 practical, hands-on recipes to help you build your MicroStrategy business intelligence project, including more than a 100 screencasts with this book and ebook

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Product type Paperback
Published in Oct 2013
Publisher Packt
ISBN-13 9781782179757
Length 356 pages
Edition 1st Edition
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Author (1):
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Davide Moraschi Davide Moraschi
Author Profile Icon Davide Moraschi
Davide Moraschi
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Table of Contents (25) Chapters Close

Business Intelligence with MicroStrategy Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
1. Getting Started with MicroStrategy 2. The First Steps in a MicroStrategy Project FREE CHAPTER 3. Schema Objects – Attributes 4. Objects – Facts and Metrics 5. Data Display and Manipulation – Reports 6. Data Analysis and Visualization – Graphs 7. Analysis on the Web – Documents and Dashboards 8. Dynamic Selection with Filters and Prompts 9. Mobile BI for Developers 10. Mobile BI for Users 11. Consolidations, Custom Groups, and Transformations 12. In-Memory Cubes and Visual Insight 13. MicroStrategy Express Solution to Exercises Where to Look for Information Cloudera Hadoop HP Vertica Index

Index

A

  • Administration folder / How it works...
  • Administrator / Getting ready
  • Adobe Flash mode
    • switching to / Switching to Adobe Flash mode, How it works...
  • Advanced Settings page / How it works...
  • AdventureWorks DW sample database
    • setting up / Setting up the AdventureWorks DW sample database, How to do it..., There's more...
  • Analytical Engine / How it works...
  • attribute / Introduction
    • used, for result filtering / Filters on attributes, How to do it..., Exercise 11
  • attribute forms
    • ID / Attribute forms – ID and DESC, Getting ready, How to do it..., How it works..., There's more...
    • DESC / Attribute forms – ID and DESC, Getting ready, How to do it..., How it works..., There's more...
    • functions, using / Using functions in an attribute form, How to do it...
  • attribute forms display
    • selecting / Selecting which forms are displayed, How to do it..., There's more...
  • attribute only report
    • creating / Creating an attribute-only report, How it works...
  • Attribute Qualification pane / How to do it...
  • attributes
    • comparing, with another attributes / Restricting rows – compare an attribute to another attribute, How to do it..., How it works...
  • Automatically connect option / How it works...

B

  • Bevel button / There's more...
  • BI (Business Intelligence) / Introduction
  • Blocked Startup Programs icon / There's more...

C

  • chart
    • customizing / Beautify your chart, How to do it..., How it works...
  • Cloudera documentation / There's more...
  • Cloudera ODBC Driver for Apache Hive / How to do it...
  • Co2tailpipegpm column / How to do it…
  • common table expression (CTE) / Getting ready
  • conditional formatting
    • numbers, emphasizing on / Emphasizing numbers with conditional formatting, How it works..., There's more...
    • applying, thresholds used / How to do it..., There's more...
  • Connectivity Settings tab / How to do it...
  • consolidations
    • used, for virtual attributes creating / Creating virtual attributes with consolidations, How to do it..., How it works..., More Info, Exercise 30
  • constant
    • generating, with SELECT statements / Generating constants with SELECT statements, There's more...
  • content
    • adding, to iPad screen / Adapting content to the iPad screen, How to do it..., How it works...
  • Create Document icon / How to do it...
  • cross-tabbed data
    • importing / Importing cross-tabbed data, How to do it…, There's more…
  • cube
    • creating, from existing report / Creating a cube from an existing report, How to do it..., There's more...
  • cube based reports
    • creating / Creating reports and documents based on a cube, How to do it..., How it works...
  • Cube Refresh / Scheduling data refresh
  • custom banding / Creating bands on metrics (custom groups banding), How to do it..., How it works..., Exercise 32
  • Customer attribute / Exercise 15
  • custom groups
    • used, for results aggregating / Aggregating results with custom groups, How to do it..., There's more..., More Info, Exercise 31
  • custom views
    • creating, logical tables used / Using logical tables to create custom views, How to do it..., How it works...

D

  • dashboard
    • sharing, by e-mail / Sharing a dashboard by e-mail, There's more…
  • dashboard data
    • refreshing / Refreshing dashboard data, How it works…
  • dashboards
    • about / Stepping up to dashboards, How to do it...
    • setting up to / Stepping up to dashboards, How to do it..., There's more...
    • Home / How to do it...
    • grids, adding / How it works...
    • links, embedding / Embedding images, HTML, and links, How to do it...
    • images, embedding / Embedding images, HTML, and links, How to do it...
    • HTML,embedding / How to do it...
  • data
    • pivoting / Manipulating grids – Pivot and page-by, How to do it..., There's more...
    • sorting, in grids / How to sort data in grids, How to do it...
    • NULLs, sorting / Sorting NULLs
    • adding, to document / Adding data to a document – the dataset, How to do it..., There's more...
    • exporting, Visual Insight used / Exploring data with Visual Insight, How to do it..., There's more...
  • Data Explorer hierarchies
    • about / Building Data Explorer Hierarchies
    • building / How to do it..., There's more...
  • Data Explorer | System Hierarchy / Selecting which forms are displayed
  • data refresh
    • scheduling / Scheduling data refresh, How to do it..., There's more...
  • datasets
    • about / Adding data to a document – the dataset, Getting ready
  • data warehouse
    • about / Metadata and data warehouse, How it works...
    • ODBC DSN,creating for / Creating ODBC DSN for metadata and data warehouse, How to do it...
  • data warehouse connection
    • setting up / Setting up a data warehouse connection and selecting tables, How to do it..., How it works...
    • Warehouse Catalog window / There's more..., Exercise 3
  • Date attribute / Getting ready
  • dates
    • about / Restricting rows – evaluate on moving dates
    • evaluating on / Getting ready, How to do it..., How it works..., Exercise 27
  • delivery type / Scheduling data refresh
  • Design View / Creating your first "Hello World" document
  • DimEmployeeLevel2 / Exercise 4
  • DimEmployeeLevel3 / Exercise 4
  • DimEmployeeLevel4 / Exercise 4
  • dimension / Introduction
  • DimProductSubcategory table / Parent-child relationship I
  • Display hidden objects box / There's more...
  • Display Next Panel button / How to do it...
  • document
    • data, adding to / Adding data to a document – the dataset, How to do it..., There's more...
    • grouping modifications / Modifying the grouping in a document, How to do it...
  • document navigation
    • steps / Linking from one document to another, Getting ready, How to do it..., There's more...
  • documents
    • mobile views, using / Using mobile views in documents, How to do it..., There's more...
    • prompts, answering in / Getting ready, How to do it..., There's more...
  • documents based reports
    • creating / Creating reports and documents based on a cube, How to do it..., How it works..., There's more...
  • Document Templates / How to do it...
  • drill down process / Going deeper into data with drill down, How to do it..., There's more..., More Info
  • drilling / How to do it..., There's more...
  • drop zones
    • about / Drag-and-drop objects using drop zones
    • using / How to do it..., There's more...
    • used, for dragging objects / How to do it...
  • dynamic aggregation / Dynamically adding and removing objects in reports

E

  • e-mail
    • used, for dashboard sharing / Sharing a dashboard by e-mail, How it works…
    • free account, sharing / Sharing from the free account, See also
  • editable mode
    • about / Using the editable mode to fine-tune the design
    • used, for design fine tuning / How to do it..., How it works...
  • Editable Mode button / How to do it...
  • Edit View Filter… option / How to do it...
  • empty project
    • creating / Creating an empty project, How to do it..., How it works...
  • Excel data
    • importing / Importing Excel data, How to do it…, There's more…
  • excersise
    • solutions / Exercise 1, Exercise 2, Exercise 4, Exercise 8, Exercise 12, Exercise 13, Exercise 14, Exercise 16, Exercise 17, Exercise 20, Exercise 23, Exercise 30, Exercise 33, Exercise 35
  • Export Options window / There's more...
  • Express account
    • creating / Creating an Express account, How to do it…, How it works…

F

  • F11 key / Getting ready
  • fact
    • about / Introduction
    • adding / Adding more facts, How to do it..., Exercise 17
  • filter
    • about / Introduction
    • interactivity adding, prompts used / Adding interactivity to filters using prompts, Getting ready, How to do it..., How it works..., There's more...
  • filters
    • creating, metric value used / Filters on metrics, Getting ready, How to do it...
    • embedding, in metric / Embedding filters inside metrics, How to do it..., How it works...
    • using / Using filters, How to do it…, How it works…
  • FROM clause / How it works...

G

  • Generally Available (GA) / Introduction
  • Generate Configuration URL dialog box / There's more...
  • go command / There's more...
  • Graph Matrix | MARKER | Color By / How to do it...
  • Graph View
    • about / Displaying both grid and graph in the same view
    • report, displaying on / Getting ready, There's more...
  • Grid and Graph tab / How to do it...
  • grids
    • data, sorting / How to sort data in grids, How to do it...
  • GROUP BY clause
    • about / Understanding the GROUP BY clause, Getting ready
    • using / How to do it..., Exercise 15

H

  • Hadoop
    • data leveraging, ways / Introduction
  • Hadoop database
    • connecting to / Connecting to a Hadoop database, Getting ready, How to do it..., There's more...
  • Hello World document
    • creating / Creating your first "Hello World" document, How to do it..., There's more...
    • sections / How it works...
  • hierarchy / Introduction
  • Hive ODBC DSN Configuration / How to do it...
  • HTML
    • embedding, in dashboards / Embedding images, HTML, and links, How to do it...
  • HTML Container / How to do it...

I

  • IIS
    • enabling, checks / Checking whether IIS is enabled and working
    • working, checks / How to do it..., How it works...
  • images
    • embedding, in dashboards / Embedding images, HTML, and links, How to do it...
  • In-Memory cube / Introduction
  • Intelligence Server
    • logon account, modifying / Modifying the logon account for the Intelligence Server, There's more...
    • configuring / Creating the metadata and configuring the Intelligence Server, How to do it...
  • Intelligent Cubes
    • about / Introduction
    • advantages / Introduction
  • Interactive View / Creating your first "Hello World" document
  • interactivity
    • adding, with selectors / Adding interactivity with panels and selectors, How to do it..., How it works..., There's more...
    • adding, with panels / Adding interactivity with panels and selectors, How to do it..., How it works..., There's more...
    • adding, to filters / Adding interactivity to filters using prompts, How to do it..., How it works..., There's more...
  • Internet Explorer Enhanced Security Configuration
    • disabling, for administrators / Getting ready
  • iPad issues / When things go wrong, How to do it..., See also
  • iPad screen
    • content, adapting to / Adapting content to the iPad screen, How to do it...
  • Is hyperlink option / How to do it...

K

  • Keep parent feature / How it works...

L

  • Layout 1 tab / How to do it...
  • Layout button / There's more...
  • level metrics
    • about / Grouping at a different level (level metrics)
    • working / How to do it..., There's more..., Exercise 20
  • links
    • embedding, in dashboards / Embedding images, HTML, and links, How to do it...
  • Load in memory / There's more...
  • LocalDB / How it works...
  • logical tables
    • used, for creating custom views / Using logical tables to create custom views, How to do it..., How it works...
  • lookup tables / Parent-child relationship II

M

  • metadata
    • about / Metadata and data warehouse
    • ODBC DSN, creating for / Creating ODBC DSN for metadata and data warehouse, How to do it...
    • creating / Creating the metadata and configuring the Intelligence Server, How to do it...
  • metric
    • used, for filter creating / Filters on metrics, Getting ready, How to do it..., How it works...
    • filters, embedding in / Embedding filters inside metrics, How to do it..., How it works...
  • metric filter level
    • modifying / Changing the level of a metric filter, Getting ready, How to do it..., There's more...
  • Metric Join Type
    • using, in reports / Using Metric Join Type in reports, How to do it..., More Info
  • metrics / Introduction
    • bands, creating on / Creating bands on metrics (custom groups banding), How to do it..., How it works..., Exercise 32
  • MicroStrategy
    • installation archive / Getting ready
    • web interface / Introduction
    • web, setting up / Setting up MicroStrategy Web
    • SWF file / How it works...
    • online resources / Online resources
    • website / Online resources
    • blogs / Online resources, Blogs
    • books / Books
  • MicroStrategy Desktop application
    • opening / Opening the MicroStrategy Desktop application, How to do it..., There's more...
  • MicroStrategy documents
    • Page Heade section / How it works...
    • Document Header section / How it works...
    • Detail Header section / How it works...
    • Detail section / How it works...
    • Detail Footer section / How it works...
    • Document Footer section / How it works...
    • Page Footer section / How it works...
  • MicroStrategy License
    • registering / Registering the MicroStrategy License, There's more....
  • MicroStrategy Mobile
    • notes, sharing / Adding notes and sharing, How to do it...
  • MicroStrategy Suite
    • installing / Installing MicroStrategy Suite, How to do it...
  • MicroStrategy web
    • setting up / Setting up MicroStrategy Web, Getting ready, How to do it..., There's more...
  • Miró masterpiece / How it works...
  • mobile client
    • installing / Installing and configuring the mobile client, Getting ready, How to do it..., There's more...
    • configuring / Installing and configuring the mobile client, Getting ready, How to do it..., More Info
  • mobile connection
    • setting up / Setting up a mobile connection, How to do it..., There's more...
  • mobile documents
    • panels, adding to / Adding panels to mobile documents, How to do it..., There's more...
  • Mobile Server
    • about / Introduction, Setting up the Mobile Server, Getting ready
    • setting up / How to do it..., How it works...
    • working / How it works...
  • mobile views
    • using, in documents / Using mobile views in documents, How to do it..., How it works...
  • Modify Attribute Form window / There's more...
  • Modify icon / There's more...
  • Month attribute / There's more...
  • MTD transformations
    • about / Month-to-date and year-to-date transformations
    • steps / How to do it..., How it works..., There's more..., Exercise 32
  • multiple metrics
    • displaying, with dual axis charts / Display multiple metrics with dual axis charts, Getting ready, How it works..., There's more...
  • My Reports folder / Getting ready, There's more...

N

  • .NET Framework 4.0
    • installing / Installing the .NET Framework 4.0 and the 4.0.2 update, How it works...
  • .NET Framework 4.0.2 update
    • installing / Installing the .NET Framework 4.0 and the 4.0.2 update, How it works...
  • natural key / Getting ready
  • network visualization
    • about / Using the network visualization
    • using / How to do it..., Exercise 34
  • new cube
    • building / Building a new cube, Getting ready, How to do it..., How it works..., There's more...
  • NULL values
    • managing / Avoiding missteps – NULL values in facts, Getting ready, There's more...

O

  • objects
    • removing, dynamically in reports / Dynamically adding and removing objects in reports, How to do it..., How it works..., More Info
    • adding, dynamically in reports / Dynamically adding and removing objects in reports, Getting ready, How it works..., More Info
  • ODBC (Open Database Connectivity) / Introduction
  • OLAP Services / Dynamically adding and removing objects in reports
  • OLAP Services, features
    • derived metrics / More Info
    • derived elements / More Info
    • view filters / More Info
    • In-Memory cubes / More Info

P

  • page-by feature / How it works...
  • paging / How to do it..., How it works..., There's more...
  • panels
    • adding to mobile documents / Adding panels to mobile documents, How to do it..., There's more...
  • panel selectors
    • about / Creating panel selectors
    • creating / How to do it...
    • working / How it works..., There's more...
  • parent-child relationship
    • using / Parent-child relationship I, How to do it..., Exercise 5, Parent-child relationship II, How to do it..., There's more...
    • in report / Parent-child relationship in a report, How to do it..., There's more...
  • Please click on the button to add a dataset icon / How to do it...
  • pop-up windows
    • used, for detail adding / Adding details with pop-up windows, How to do it..., How it works..., There's more...
  • Previous Year transformation / There's more...
  • primary key / Attribute forms – ID and DESC
  • Product attribute
    • modifying / How to do it..., There's more...
  • Product Subcategory attribute / How to do it...
  • Product Subcategory header / How to do it...
  • prompts
    • about / Introduction
    • used, for adding interactivity to filters / Adding interactivity to filters using prompts, Getting ready, How to do it...
    • using, as object selectors / Using prompts as object selectors, How to do it...
  • Properties and Formatting window / How to do it...
  • Public Objects | Metrics folder / How to do it...
  • publishing / Creating a cube from an existing report

R

  • Rank function / Creating ranking metrics, There's more...
  • ranking metrics
    • creating / Creating ranking metrics, Getting ready, How to do it..., There's more...
  • RDBMS
    • connecting to / Connecting to a RDBMS, How to do it…, How it works…, Exercise 35
  • Re-prompt button / More Info
  • Remove extra column checkbox / How to do it...
  • Remove extra column option / How it works...
  • report
    • parent-child relationship / Parent-child relationship in a report, How to do it..., There's more...
    • prompts, answering in / Answering prompts in reports or documents, How to do it..., How it works...
  • Report Level / Introduction
  • reports
    • Metric Join Type, using in / Using Metric Join Type in reports, How it works..., There's more...
    • printing / Printing and exporting reports, There's more...
    • exporting / Printing and exporting reports, How it works..., There's more...
  • ResellerSales cube / Using the network visualization

S

  • schedule / Scheduling data refresh
  • schema objects
    • about / Introduction, Introduction
  • Schema Objects | Attributes folder / How to do it...
  • schema update / Introduction
  • Select a schedule below dialog box / There's more…
  • Select button / There's more...
  • SELECT clause / How it works...
  • selectors / Adding interactivity with panels and selectors
  • SELECT query / Introduction
  • SELECT statements
    • used, for constant generation / Generating constants with SELECT statements, There's more...
    • inspecting, SQL view used / Using SQL View to inspect SELECT statements, There's more...
  • Set Layout to Manual button / How to do it...
  • Show Drop Zones / How to do it...
  • Show Legends button / How to do it...
  • simple counter fact
    • creating / Creating a simple counter fact and metric, How to do it..., How it works...
  • Social Security Number (SSN) / How it works...
  • sorting / How to do it..., There's more...
  • Specify Characteristics page / How to do it...
  • sqlcmd command utility / How to do it...
  • SQL Server 2012 Command Line Utilities
    • installing / Installing SQL Server 2012 Command Line Utilities, How to do it...
  • SQL Server 2012 Express LocalDB
    • about / Installing SQL Server 2012 Express LocalDB
    • installation requirements / Getting ready
    • installing / How to do it...
  • SQL Server Native Client 11.0
    • installing / Installing SQL Server Native Client 11.0
  • SQL view
    • used, for SELECT statements viewing / Using SQL View to inspect SELECT statements, There's more...
  • subscription / Scheduling data refresh
  • subtotals
    • customizing / The bottom line – customizing subtotals, Getting ready, How to do it..., There's more..., More Info
  • Supported Orientations combobox / There's more...
  • system hierarchies / Going deeper into data with drill down

T

  • tables
    • selecting / Setting up a data warehouse connection and selecting tables, How to do it...
  • table structure
    • modifying / Modifying a table structure, How to do it...
  • Three D Graphics, Inc / Introduction
  • thresholds / Emphasizing numbers with conditional formatting
    • used, for conditional formatting / Conditional formatting with thresholds, How to do it..., There's more..., See also
  • Tools | Manage views menu / How to do it...
  • Tools | Sections menu / There's more...
  • transformation
    • about / Creating a previous month metric (transformation)
    • creating / How to do it..., There's more..., Exercise 22

U

  • User Editor
    • Administrator user icon / How to do it...
  • user hierarchies / Going deeper into data with drill down

V

  • Vertica Analytic Database
    • about / Introduction
    • connecting to / Connecting to a Vertica database, Getting ready, How to do it..., There's more..., See also
  • Vertica ODBC Data Source Configuration dialog / How to do it...
  • view filters
    • about / Restricting results with view filters
    • used, for result restriction / Restricting results with view filters, There's more...
  • VIEW FILTER windows / How to do it...
  • virtual attributes
    • creating, consolidations used / Creating virtual attributes with consolidations, How to do it..., How it works..., There's more..., More Info, Exercise 30
  • Visual Insight / Introduction
    • used, for data exporting / Exploring data with Visual Insight, How to do it..., There's more...

W

  • Warehouse Catalog window / How it works...
  • Web Universal / Setting up MicroStrategy Web

X

  • X icon / How to do it...

Y

  • YTD transformations
    • about / Month-to-date and year-to-date transformations, Getting ready
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