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 the metadata and configuring the Intelligence Server


The metadata consists of a series of tables that MicroStrategy uses to store information about projects and the objects that build up those projects. In one of the previous recipes, we created the empty metadata database and now we will start populating it.

Getting ready

You need to have completed the previous recipe to continue.

How to do it...

To create the metadata, do the following:

  1. You should already have the configuration wizard open in the background; if you closed it, you can find it in Start | All Programs | MicroStrategy. Click on Configuration Wizard to run it.

  2. In the first page of the wizard, the first option should already be selected, so click on Next.

  3. In this phase of the project, we're not interested in the history list or statistics, so we uncheck the corresponding checkboxes and leave just the first one checked. Then click on Next.

  4. Now we are telling the wizard where to look for the metadata database, you should have a list of all the system DSNs present in the machine, select the metadata DSN that we created before, click on Next and on Finish.

  5. The wizard starts creating and populating metadata tables. When the process is completed, click on Close to go back to the starting page of the wizard.

  6. The second option Configure Intelligent Server should be automatically selected, click on Next and again select the metadata DSN from the drop-down list and click on Next.

  7. When you're prompted for the username and password leave everything as default, the Administrator user still has no password, and click on Next.

    Note

    This Administrator user here has nothing to do with the operating system. It's the MicroStrategy metadata administrator.

  8. Watch the wizard as it tries to connect to the recently created metadata and when the Server Definitions page appears just hit Next and Next again, as we will use all the default settings.

  9. In the SSL Configuration page, leave the checkbox unchecked; click on Next and on Finish.

  10. The Intelligence Server is stopping and restarting with the new configuration. Once the process terminates, click on Close and then on Exit.

We're ready to start up the Desktop application.

How it works...

The Intelligence Server definition is stored in the metadata. The wizard populates the tables with default values such as the server port and the administrator password. The Intelligence Server service then, reads the metadata when starting up, to retrieve all this information. There can be only one active metadata at a time. You may have different versions of it, but only one in use. To switch from one metadata to another, you need to run the configuration wizard again.

There's more...

Needless to say, the backup of the metadata is very important. If you lose this database, you lose every project in it.

You could also create a metadata in an MS Access database, if you want. For small projects or demos, this helps moving it around just by copying the MDB file.

Note

You can watch screencasts of this operation at: