Davide Moraschi - Business Intelligence with MicroStrategy Cookbook
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- Book:Business Intelligence with MicroStrategy Cookbook
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Over 90 practical, hands-on recipes to help you build your MicroStrategy business intelligence project, including more than a 100 screencasts
Overview
- Learn about every step of the BI project, starting from the installation of a sample database
- Design web reports and documents
- Configure, develop, and use the Mobile Dashboard
- Master data discovery with Visual Insight and MicroStrategy Cloud Express
- Learn with the help of practical, real-life examples and screencasts for every exercise
In Detail
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.
What you will learn from this book
- Install a complete MicroStrategy server (including a web interface)
- Create a project and connect to a data warehouse
- Build reports, graphs, documents, dashboards, and interactive visualizations
- Configure and use MicroStrategy on mobile devices
- Add values to the data with month to date and year to date analyses
- Use In-Memory technology for instant results and data discovery
- Analyze data in the cloud with MicroStrategy Cloud Express
Approach
Written in a cookbook style, this book will teach you through the use of recipes with examples and illustrations. Each recipe contains step-by-step instructions about everything necessary to execute a particular task.
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Copyright 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: October 2013
Production Reference: 1231013
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-78217-975-7
www.packtpub.com
Cover Image by Davide Moraschi (<>)
Author
Davide Moraschi
Reviewers
Fernando Carlos Rivero Esqueda
Chandana Koritala
Acquisition Editor
Pramila Balan
Lead Technical Editor
Madhuja Chaudhari
Technical Editors
Manan Badani
Hardik B. Soni
Pankaj Kadam
Nadeem N. Bagban
Copy Editors
Alfida Paiva
Gladson Monteiro
Adithi Shetty
Kirti Pai
Tanvi Gaitonde
Brandt D'Mello
Project Coordinator
Apeksha Chitnis
Proofreader
Linda Morris
Indexer
Rekha Nair
Production Coordinator
Conidon Miranda
Cover Work
Conidon Miranda
Information is the most important competitive force shaping the business landscape today. Companies that harness information well are more efficient because they manage their resources with less waste. They are more nimble because they can sense what is happening in the market more keenly and quickly. The other major economic factors, land, labor, and capital are important, but after 300 years of the Industrial Age experience, their use has been reduced to commoditized best practices. Companies and products are no longer distinguished by innovative uses of land, labor, or capital. But when you find an organization that creates marketing strategies based on deep customer insight, or manages inventory using predictive analytics, or sets prices dynamically based on fine-grained demand variations, then you have found an organization that is outperforming its competitors. In this new information age, information is king.
The power of information is becoming greater every year. Our digital world is being instrumented at an unprecedented level. Computing is everywhere and it is capturing everythingevery transaction, every website visit, every image viewed, every product shipped, every container stacked, and every product scanned. Businesses are drowning in opportunities to exploit so much data. They are limited only by the ingenuity of the information professionals whose job it is to tame it and business professionals who consume it.
MicroStrategy technology was created to tackle the biggest challenges in business intelligence, that is, to analyze the largest datasets with the most sophisticated analytics, and to empower the largest business user populations to consume and manipulate it. To this day, MicroStrategy is widely recognized as one of the most powerful analytic technologies available. MicroStrategy technology is like a nuclear power plant generating information energy for millions of business consumers. But like a nuclear power-plant, it is entirely dependent on skilled professionals to run it.
Mr. Moraschis excellent book is designed to bring information proficiency to a whole new generation of information producers and business people whose jobs increasingly revolve around information, and not just IT professionals. The brilliance of this book is that it blends both concepts and mechanics into one narrative. Readers learn about the structure and terminology that underlie information engineering, and then learn the mechanics of how to use MicroStrategy to turn that information into insight. At a macro level, this is an important book because it will accelerate information literacy in business professionals. At a personal level, it is important because it can propel people into new and prosperous careers in information.
Mark S. LaRow
Executive Vice President of Products, MicroStrategy
Davide Moraschi is a Business Intelligence contractor and trainer. He is a MicroStrategy Certified Engineering Principal, specialized in healthcare data. Born in Italy and married to a Japanese woman, he now lives in what is probably the hottest city in Europe, Seville. He speaks English, Spanish, and fluent SQL.
Since the early nineties hes been working as a Database Developer and BI specialist for multinational companies (Microsoft, Novartis) or public institutions like the European Commission.
Hes the author of the blog http://blog.eurostrategy.net, and an active member of the MicroStrategy group on LinkedIn.
He can be reached at <>.
SELECT 'Acknowledgments' FROM DUAL;
I would like to thank my family and everyone who contributed to make this book a reality, the people at Packt Publishing: Pramila Balan, Apeksha Chitnis, Veena Manjrekar, Madhuja Chaudhari, and Hardik B. Soni.
My grateful acknowledgement to Francisco Rodriguez at MicroStrategy for his support and for giving me the opportunity to meet many people at the company and receive invaluable feedback about the content of the chapters.
I also want to express sincere gratitude to Manuel Miguel Martnez Jimnez and Juan Ramn Cuesta Escoresca for lending me their beloved iPads.
Fernando Carlos Rivero Esqueda is a Mexican Engineer living and working in Seattle, WA. Fernando earned both his BS in Electronic Systems and his MS in Information Technology Management from the ITESM (Monterrey Institute of Technology in Mexico); later while living in the US, he received honors in MBA from the University of Massachusetts, Amherst. He speaks three languages: Spanish (his native language), English, and Italian.
Fernando has more than 12 years of experience working with the MicroStrategy platform. He has spent 9 years working for MicroStrategy and 3 years for a business partner as a Regional Director. His experience, combined with solid technical skills in Business Intelligence, has bestowed him with the highest certification that a MicroStrategy Professional could attain: The MicroStrategy Certified Engineering Principal (MCEP) title. During his career, he has gained international exposure working in the United States, Mexico, Colombia, Venezuela, and El Salvador.
His professional career outside of the Business Intelligence world includes working for his alma maters academia for 5 years and starting up his own multimedia, memorabilia, photography, and video production company, Ememories (www.EMemories.net).
Fernando, who is also a passionate amateur pianist, enjoys circuits, computers, graphic design, and databases; but mostly he loves his wife and being a father of four busy little boys and one more still in moms womb.
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