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
About the Author
About the Reviewers

Creating ODBC DSN for metadata and data warehouse

Now that we have two databases, we need to tell MicroStrategy how to find and how to connect to them. Being in a Windows world, all the connections are done through ODBC, 32-bit ODBC to be correct.


You should be aware of this if you happen to install MicroStrategy on 64-bit Windows—the connectivity tier runs on 32 bits, the ODBC drivers are 32-bit drivers, and you won't find them in the default 64-bit ODBC Administrator (hint: look in the SysWOW64 folder).

Getting ready

You need to have completed the previous recipe to continue.

How to do it...

We will create the two DSN:

  1. Click on Start | Administrative Tools | Data Sources (ODBC) and select the System DSN tab.

  2. You will find some DSNs already created for you by the setup; we need to create two more (yes, you're right: one for the metadata and one for the data warehouse).

  3. Click on the Add… button, scroll down the list to select SQL Server Native Client 11.0 and click on Finish.

  4. In the Create a New Data Source to SQL Server window, type these values:

    • Name: metadata

    • Server: (localdb)\v11.0

  5. Click on Next and then on Next again.

  6. Click the checkbox labeled Change the default database to and in the drop-down list underneath, select metadata. Leave all the remaining default values and click on Next and on Finish.

  7. Click on Test Data Source… and look at the message: if it says TESTS COMPLETED SUCCESSFULLY!, you're good to go. Click on OK and then on OK again.

  8. Repeat all the steps to create another DSN to the data warehouse, this time with the following values:

    • Name: datawarehouse

    • Server: (localdb)\v11.0

    • Change the default database to: AdventureWorksDW2008R2

How it works...

Every interaction with the relational DBMS is done through ODBC. MicroStrategy ships with a list of out-of-the-box drivers for the most common databases. Nevertheless, you may use other ODBC drivers if so you wish, provided that they work in 32 bits.

There's more...

In our recipes, we will connect to a SQL Server instance, so we need to use the Microsoft provided Native ODBC. If, for example, you use Oracle in your BI environment, you will find the provided Oracle Wire driver being very convenient and light-weight. The company behind the shipped drivers is DataDirect.


You can watch a screencast of this operation at: