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

Modifying the grouping in a document


Our second document has data but it's not ready for prime time yet. There are metrics but no attributes in it. So, let's go on and add some.

Getting ready

You need to have completed the previous recipe to continue.

How to do it...

We start from where we left the previous document:

  1. Click on the Design icon in the toolbar to return to design mode.

  2. In the Dataset Objects pane, click on the Product Subcategory attribute, drag it into the Detail section, and position it just below the Total textbox.

  3. Click on the Interactive Mode icon to run the document.

  4. Much better, we see the description of each subcategory and the corresponding amount; note that the Total is still showing 29M.

  5. Click on Design and go back to design mode. This time, we add the category but instead of dragging it onto the layout we create a group. Right-click on the Category attribute and from the context menu select Add to Grouping.

  6. The Product Category is added to the GROUPING pane above the layout...