Book Image

Discovering Business Intelligence using MicroStrategy 9

Book Image

Discovering Business Intelligence using MicroStrategy 9

Overview of this book

Business Intelligence is a type of technology that has been proven to support business decisions in an organization. MicroStrategy 9 is a fully-integrated BI platform that makes Business Intelligence faster, easier, and more user-friendly. It enables businesses to generate their own reports and dashboards without the need for technical knowledge.This practical, hands-on guide will provide Business Intelligence for executives, as well as enable BI reports and dashboards without the dependency of IT savvy personnel. It will allow you to design, build, and share business relevant data in hours, in a secure way, including mobile devices and show you how to leverage your transactional information.This example-oriented book looks at the value proposition of cloud computing and the MicroStrategy platform, and features practical exercises for BI reports and dashboard enablement, including the design phase and best practices for when we design a BI report.The book begins with an exploration of MicroStrategy along with typical business needs. Our focus then shifts to best practices for BI reports and dashboard definitions from the functional stand point, with easy-to-do exercises that will allow you to enable the reports in the platform. You will learn about scorecards and dashboards, along with sharing the reports. Next, you will get acquainted with cloud-based services provided by the MicroStrategy platform. By the end of this book, you will able to design, enable, and share BI reports and dashboards without the need for comprehensive technical knowledge, and leverage the latest technology on the market.
Table of Contents (16 chapters)

Main menu


The main menu of MicroStrategy shows a column named Status. When we click on that column, as shown in the following screenshot, the Share option appears:

The Share button

The other option is the Share button within our reports, that is, the view that we want to share. Select the Share button located at the bottom of the screen, as shown in the following screenshot:

The share options are the same, regardless of the location where you activate the option; the various alternate menus are shown in the following screenshot:

E-mail sharing

While selecting the e-mail option from the Scorecards-Dashboards model, the system will ask you for the e-mail programs that you want to use in order to send an e-mail; in our case, we select Outlook.

MicroStrategy automatically prepares an e-mail with a link to share it. You can modify the text, and select the recipients of the e-mail, as shown in the following screenshot:

The recipients of the e-mail will click on the URL that is included in the e-mail...