Book Image

MicroStrategy Quick Start Guide

By : Fernando Carlos Rivero Esqueda
Book Image

MicroStrategy Quick Start Guide

By: Fernando Carlos Rivero Esqueda

Overview of this book

MicroStrategy is an enterprise business intelligence application. It turns data into reports for making and executing key organization decisions. This book shows you how to implement Business Intelligence (BI) with MicroStrategy. It takes you from setting up and configuring MicroStrategy to security and administration. The book starts by detailing the different components of the MicroStrategy platform, and the key concepts of Metadata and Project Source. You will then install and configure MicroStrategy and lay down the foundations for building MicroStrategy BI solutions. By learning about objects and different object types, you will develop a strong understanding of the MicroStrategy Schema and Public Objects. With these MicroStrategy objects, you will enhance and scale your BI and Analytics solutions. Finally, you will learn about the administration, security, and monitoring of your BI solution.

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MicroStrategy Quick Start Guide
Fernando Carlos Rivero Esqueda
Sep, 2018 | 218 pages
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Table of Contents (17 chapters)
Title Page
Title Page
Copyright and Credits
Copyright and Credits
Dedication
Dedication
Packt Upsell
Packt Upsell
Foreword
Foreword
Contributors
Contributors
Preface
Preface
Free Chapter
1
Architecture - Installing and Configuring MicroStrategy
Architecture - Installing and Configuring MicroStrategy
MicroStrategy architecture
Main server components
Client applications
Installation and configuration
The MicroStrategy metadata
Intelligence Server configuration
Summary
2
Project Design - Creating Your Project Foundation
Project Design - Creating Your Project Foundation
MicroStrategy Objects
MicroStrategy Analytics Modules
MicroStrategy Developer
MicroStrategy Projects
Your building blocks – Schema Objects
The Source – Tables
Business raw measures – Facts
Business context – Attributes
Grouping business context – Hierarchies
Comparing data across time – Transformations
Summary
3
Basic Reporting - Building Your First Reports
Basic Reporting - Building Your First Reports
Your analyzing blocks – Public Objects
Your main analysis tool – Reports
Reusing your report designs – Templates
Limiting your data – Filters
Business calculations – Metrics
Performing Report manipulations
Summary
4
Advanced Reporting - Interacting with and Improving Your Reports
Advanced Reporting - Interacting with and Improving Your Reports
Grouping data together – Custom Groups and Consolidations
Dynamic filtering and report creation – Prompts
Drilling paths – Drill maps
Publishing data sources – iCubes
Summary
5
Dashboarding - Creating Visual Reporting
Dashboarding - Creating Visual Reporting
Importing Data
Creating enterprise-certified dashboards – Documents
For the self-serving enthusiasts – web Dashboards
Summary
6
Security - Managing Your Users and Their Access
Security - Managing Your Users and Their Access
Your management blocks – Configuration Objects
MicroStrategy security levels
Summary
7
Administration - Maintaining and Monitoring Your Project
Administration - Maintaining and Monitoring Your Project
Database connectivity in MicroStrategy
Connecting to your source – Database Instances, Connections, and Logins
Improving Reporting Performance – MicroStrategy Cache
Monitoring your Project – MicroStrategy Developer Monitors
MicroStrategy Administrative Clients
Summary
Quick Reference Tables by Object Type
Quick Reference Tables by Object Type
Schema Objects
Application / Public Objects
Configuration Objects
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Index
Index

Limiting your data – Filters

Filters are versatile Application Objects that limit the amount of information a Report shows in its Template.

The following is a quick reference table for this MicroStrategy Object:

There are different types of Filters depending on what are they made of and where they can be used. These are the main types of Filters:

  • Filters from Attributes
  • Filters from Metrics
  • Filters from Reports

Note

The Report Filter will determine the WHERE clause in the SQL that MicroStrategy sends to the database.

Filters from Attributes

To create a Filter that limits the information based on an Attribute, simply drag and drop the Attribute to the Filter editor. There are three subtypes of Filters from Attributes:

  • Qualifying on an Attribute form: Allows the developer to control the column or field from the Attribute (Attribute form such as ID or DESC) and the operator (<, >, <>, =, CONTAINS, in list, not in list, and so on) used in the WHERE clause.
  • Qualifying on a Date Attribute: If...
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