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Index
Business Intelligence with MicroStrategy Cookbook
Table of Contents Business Intelligence with MicroStrategy Cookbook Credits Foreword About the Author About the Reviewers www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe? Free Access for Packt account holders Instant Updates on New Packt Books
Preface
What this book covers What you need for this book Who this book is for Conventions Reader feedback Customer support
Downloading the example code Errata Piracy Questions
1. Getting Started with MicroStrategy
Introduction Installing SQL Server 2012 Express LocalDB
Getting ready How to do it... How it works... There's more...
Installing SQL Server Native Client 11.0
Getting ready How to do it... How it works... There's more...
Installing SQL Server 2012 Command Line Utilities
Getting ready How to do it... There's more...
Setting up the AdventureWorks DW sample database
Getting ready How to do it... How it works... There's more...
Exercise 1
Installing the .NET Framework 4.0 and the 4.0.2 update
How to do it... How it works...
Checking whether IIS is enabled and working
Getting ready How to do it... How it works... There's more...
Installing MicroStrategy Suite
Getting ready How to do it... There's more...
Registering the MicroStrategy License
Getting ready How to do it... There's more....
Metadata and data warehouse
Getting ready How to do it... How it works... There's more...
Creating ODBC DSN for metadata and data warehouse
Getting ready How to do it... How it works... There's more...
Modifying the logon account for the Intelligence Server
Getting ready How to do it... How it works... There's more...
Creating the metadata and configuring the Intelligence Server
Getting ready How to do it... How it works... There's more...
Opening the MicroStrategy Desktop application
Getting ready How to do it... How it works... There's more... See also
2. The First Steps in a MicroStrategy Project
Introduction Creating an empty project
Getting ready How to do it... How it works... There's more...
Setting up a data warehouse connection and selecting tables
Getting ready How to do it... How it works... There's more...
Exercise 2 Exercise 3
Modifying a table structure
Getting ready How to do it... How it works...
Using logical tables to create custom views
Getting ready How to do it... How it works... There's more...
Exercise 4
Generating constants with SELECT statements
Getting ready How to do it... How it works... There's more... See also
3. Schema Objects – Attributes
Introduction Attribute forms – ID and DESC
Getting ready How to do it... How it works... There's more...
Using functions in an attribute form
Getting ready How to do it... How it works... There's more...
Parent-child relationship I
Getting ready How to do it... How it works... There's more...
Exercise 5
Parent-child relationship II
Getting ready How to do it... How it works... There's more...
Exercise 6
Other attribute forms
Getting ready How to do it... How it works... There's more...
Exercise 7
Selecting which forms are displayed
Getting ready How to do it... How it works... There's more...
Building Data Explorer Hierarchies
Getting ready How to do it... How it works... There's more...
Exercise 8 Exercise 9 Exercise 10
Creating an attribute-only report
Getting ready How to do it... How it works... There's more...
Parent-child relationship in a report
Getting ready How to do it... How it works... There's more...
Filters on attributes
Getting ready How to do it... How it works... There's more...
Exercise 11
See also
4. Objects – Facts and Metrics
Introduction Creating a simple counter fact and metric
Getting ready How to do it... How it works... There's more...
Exercise 12 Exercise 13
Using SQL View to inspect SELECT statements
Getting ready How to do it... How it works... There's more...
Exercise 14
Understanding the GROUP BY clause
Getting ready How to do it... How it works... There's more...
Exercise 15
Adding more facts
Getting ready How to do it... How it works... There's more...
Exercise 16 Exercise 17 Exercise 18
Filters on metrics
Getting ready How to do it... How it works... There's more...
Creating ranking metrics
Getting ready How to do it... How it works... There's more...
Exercise 19
Grouping at a different level (level metrics)
Getting ready How to do it... How it works... There's more...
Exercise 20
Embedding filters inside metrics
Getting ready How to do it... How it works... There's more...
Exercise 21
Using Metric Join Type in reports
Getting ready How to do it... How it works... There's more...
More Info
Creating a previous month metric (transformation)
Getting ready How to do it... How it works... There's more...
Exercise 22
See also
5. Data Display and Manipulation – Reports
Introduction Going deeper into data with drill down
Getting ready How to do it... How it works... There's more...
More Info
Manipulating grids – Pivot and page-by
Getting ready How to do it... How it works... There's more...
Dynamically adding and removing objects in reports
Getting ready How to do it... How it works... There's more...
More Info
The bottom line – customizing subtotals
Getting ready How to do it... How it works... There's more...
More Info
Avoiding missteps – NULL values in facts
Getting ready How to do it... How it works... There's more...
How to sort data in grids
Getting ready How to do it... How it works... There's more...
Sorting NULLs
Emphasizing numbers with conditional formatting
Getting ready How to do it... How it works... There's more...
Printing and exporting reports
Getting ready How to do it... How it works... There's more...
Restricting results with view filters
Getting ready How to do it... How it works... There's more...
Exercise 23
See also
6. Data Analysis and Visualization – Graphs
Introduction Displaying both grid and graph in the same view
Getting ready How to do it... How it works... There's more...
More Info
Drag-and-drop objects using drop zones
Getting ready How to do it... How it works... There's more...
Beautify your chart
Getting ready How to do it... How it works... There's more...
Display multiple metrics with dual axis charts
Getting ready How to do it... How it works... There's more...
Conditional formatting with thresholds
Getting ready How to do it... How it works... There's more...
Exercise 24
See also
7. Analysis on the Web – Documents and Dashboards
Introduction Setting up MicroStrategy Web
Getting ready How to do it... How it works... There's more...
More Info
Creating your first "Hello World" document
Getting ready How to do it... How it works... There's more...
Adding data to a document – the dataset
Getting ready How to do it... How it works... There's more...
Modifying the grouping in a document
Getting ready How to do it... How it works... There's more...
Exercise 25
Stepping up to dashboards
Getting ready How to do it... How it works... There's more...
Using the editable mode to fine-tune the design
Getting ready How to do it... How it works... There's more...
Adding interactivity with panels and selectors
Getting ready How to do it... How it works... There's more...
Embedding images, HTML, and links
Getting ready How to do it... How it works... There's more...
Switching to Adobe Flash mode
Getting ready How to do it... How it works... There's more... See also
8. Dynamic Selection with Filters and Prompts
Introduction Restricting rows – compare an attribute to another attribute
Getting ready How to do it... How it works... There's more...
Exercise 26
Restricting rows – evaluate on moving dates
Getting ready How to do it... How it works... There's more...
More Info Exercise 27
Changing the level of a metric filter
Getting ready How to do it... How it works... There's more...
Adding interactivity to filters using prompts
Getting ready How to do it... How it works... There's more...
More Info
Using prompts as object selectors
Getting ready How to do it... How it works... There's more... See also
9. Mobile BI for Developers
Introduction Setting up the Mobile Server
Getting ready How to do it... How it works... There's more...
Setting up a mobile connection
Getting ready How to do it... How it works... There's more...
Installing and configuring the mobile client
Getting ready How to do it... How it works... There's more...
More Info
Adapting content to the iPad screen
Getting ready How to do it... How it works... There's more...
Exercise 28
Using mobile views in documents
Getting ready How to do it... How it works... There's more...
Exercise 29
Adding panels to mobile documents
Getting ready How to do it... How it works... There's more...
Creating panel selectors
Getting ready How to do it... How it works... There's more...
Adding details with pop-up windows
Getting ready How to do it... How it works... There's more...
Linking from one document to another
Getting ready How to do it... How it works... There's more... See also
10. Mobile BI for Users
Introduction Answering prompts in reports or documents
Getting ready How to do it... How it works... There's more...
Sorting, drilling, and paging
Getting ready How to do it... How it works... There's more...
Adding notes and sharing
Getting ready How to do it... How it works... There's more...
When things go wrong
Getting ready How to do it... How it works... There's more... See also
11. Consolidations, Custom Groups, and Transformations
Introduction Creating virtual attributes with consolidations
Getting ready How to do it... How it works... There's more...
More Info Exercise 30
Aggregating results with custom groups
Getting ready How to do it... How it works... There's more...
More Info Exercise 31
Creating bands on metrics (custom groups banding)
Getting ready How to do it... How it works... There's more...
Exercise 32
Month-to-date and year-to-date transformations
Getting ready How to do it... How it works... There's more...
Exercise 32
See also
12. In-Memory Cubes and Visual Insight
Introduction Creating a cube from an existing report
Getting ready How to do it... How it works... There's more...
Building a new cube
Getting ready How to do it... How it works... There's more...
Scheduling data refresh
Getting ready How to do it... How it works... There's more...
Creating reports and documents based on a cube
Getting ready How to do it... How it works... There's more...
Exploring data with Visual Insight
Getting ready How to do it... How it works... There's more...
Using the network visualization
Getting ready How to do it... How it works... There's more...
Exercise 34
See also
13. MicroStrategy Express
Introduction Creating an Express account
Getting ready How to do it… How it works… There's more…
Importing Excel data
Getting ready How to do it… How it works… There's more…
Using filters
Getting ready How to do it… How it works… There's more…
Importing cross-tabbed data
Getting ready How to do it… How it works… There's more…
Connecting to a RDBMS
Getting ready How to do it… How it works… There's more…
Exercise 35
Refreshing dashboard data
Getting ready How to do it… How it works… There's more…
Sharing a dashboard by e-mail
Getting ready How to do it… How it works… There's more…
Sharing from the free account
See also
A. Solution to Exercises
Exercise 1 Exercise 2 Exercise 3 Exercise 4 Exercise 5 Exercise 6 Exercise 7 Exercise 8 Exercise 9 Exercise 10 Exercise 11 Exercise 12 Exercise 13 Exercise 14 Exercise 15 Exercise 16 Exercise 17 Exercise 18 Exercise 19 Exercise 20 Exercise 21 Exercise 22 Exercise 23 Exercise 24 Exercise 25 Exercise 26 Exercise 27 Exercise 28 Exercise 29 Exercise 30 Exercise 31 Exercise 32 Exercise 33 Exercise 34 Exercise 35
B. Where to Look for Information
Online resources Blogs Books
C. Cloudera Hadoop
Introduction Connecting to a Hadoop database
Getting ready How to do it... How it works... There's more... See also
D. HP Vertica
Introduction Connecting to a Vertica database
Getting ready How to do it... How it works... There's more... See also
Index
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