Book Image

Business Intelligence with MicroStrategy Cookbook

By : Davide Moraschi
Book Image

Business Intelligence with MicroStrategy Cookbook

By: Davide Moraschi

Overview of this book

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 a complete business intelligence platform that covers all the data analysis needs of an enterprise. Scorecards, dashboards, and reports can be explored and delivered on desktop, the Web, mobile devices, and the Cloud. With the latest Visual Insight tool, MicroStrategy brings the power of BI to the business users, allowing them to discover information without the help of IT personnel. Business Intelligence with MicroStrategy Cookbook covers the full cycle of a BI project with the MicroStrategy platform, from setting up the software to using dashboards in the cloud and on mobile devices. This book uses step-by-step instructions to teach you everything from the very basics to the more advanced topics. We will start by downloading and installing the software and a well-known sample SQL Server database. Then, one brick at a time, we will construct a fully-featured BI solution with a web interface, mobile reporting, and agile analytics. The chapters are ordered by increasing difficulty, and each one builds on top of the preceding chapter so that the learning process is progressive. The examples given in this book are practical, and you will be able to see the immediate result of your efforts. We will first cover setting up the platform, including the creation of the metadata and the different objects that are part of a BI project: tables, attributes, and metrics. Then, we take a look at how to create and analyze reports, charts, documents, and dashboards, as well as how to manipulate data with the desktop application, the web Interface, and an iPad device. The last part of the book is dedicated to advanced topics like the new agile analytics technology from MicroStrategy, where we cover both Visual Insight and MicroStrategy Cloud Express. Whether you are a database developer, data analyst, or a business user, Business Intelligence with MicroStrategy Cookbook will get you up to speed with one of the most powerful BI platforms on the market with the smallest possible investment of time and money.
Table of Contents (25 chapters)
Business Intelligence with MicroStrategy Cookbook
Credits
Foreword
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Creating a previous month metric (transformation)


Transformations are schema objects, and a very powerful tool that MicroStrategy offers to modify the results of a metric, think about the classic "this month versus previous month" report. But it's not only that. Normally, when the SQL statement is generated, the fact table is joined to the dimension tables using the ID forms of the attributes on the grid.

The transformation allows altering the join path between fact and dimension by introducing an extra step. This extra step could be a helper table, or could be a calculation. Think about the SalesAmount in the FactResellerSales table: when we join the fact to the DimDate table on the OrderDateKey, we get the amount of sales for that particular day. By introducing a helper table we can alter the date so that we get the same number but with a different date, for example one month earlier.

We will see an example in a moment.

Getting ready

We need to create a helper table to calculate the previous...