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Microstrategy Overview

An Introduction to Microstrategy 9.4

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Microstrategy Overview

  1. 1. Esercitazioni BI e presentazione dello strumento: Microstrategy Roberto Zerbini Gennaio 2015
  2. 2. Agenda • Microstrategy Organic Architecture - 2hours • Coffee Break – 15 minutes • Metadata Unified Model – 1,5 hours • Coffee Break – 15 minutes • Hands-on: Microstrategy project overview, OLAP and Visual Insight experience - 2 hours
  3. 3. BI Eras  Excessive Costs for Operations  Isolated Applications  Non-Overlapping Users  Isolated Development Teams  Simple Data Access  Departmental-scale Operations  Departmental-scale Administration  Conflicting Versions of the Truth  Multiple User Interfaces  Conflicting Development Teams  Repetitive Data Access  Excessive Costs for Admin  Single Version of the Truth  Single User Interface  Coordinated Development  Optimized Data Access  FTE-efficient 24x7 Operations  FTE-efficient Admin at Scale
  4. 4. Business Intelligence Platform Reporting Dash- boards OLAP Analysis Advanced Analysis Alerting BI Applications Operations AnalysisSupply Chain Analysis Sales Analysis Risk Analysis Market Basket Analysis Product Management Data Warehouses and Operational Systems Data Feeds Operational Systems SAP Data Warehouse (Oracle) Data Marts BI Applications The 5 Styles of BI
  5. 5. Dashboards & Scorecards Enterprise Reporting Visual & OLAP Analysis Data Mining & Predictive Analysis Mobile Apps & Alerting • Ad Hoc Analysis • Predictive Analysis • Data Mining • Visual Exploration • Slice & Dice Investigative Analysis • Root Cause Determination • Page-perfect Operational Reporting • Pixel-perfect Business Reporting • Print-perfect Statements & Invoices • Dynamic Dashboards • Operational Scorecards • Metrics Management • Mobile Applications • Massive Information Distribution • iPad, iPhone, BlackBerry, email • Exception-based Alerts The 5 Styles of BI
  6. 6. The 5 Styles of BI ANALYSIS REPORTING MONITORING IncreasingAnalyticSophistication&UserInteractivity Advanced Analysis OLAP Analysis Enterprise Reporting Scorecards & Dashboards Alerts & Proactive Notification Increasing Number & Range of Users Information Analysts • Business Managers • All Workers • Extranets • Customers 5 STYLES OF BI FUNCTIONALITY USED TO REPORT, ANALYZE, AND MONITOR
  7. 7. Dashboard
  8. 8. Print-perfect Operational Reports • Via Web and Print • Easy Navigation Through Hundreds of Report Pages • Parameter Prompting Lets Users Specify Report Content Page-perfect Invoices and Statements • On-line Billing Applications • Statements • Other Page Forms Pixel-perfect Business Reports • Created by Business Users, not IT • Integrated Tables and Graphs • Powerful Reports for Presentation or Publication Enterprise reports
  9. 9. High-volume, high-efficiency information distribution engine… To E-mail To Printers To File BI Platform Reports & Dashboards … that also allows delivering the right information to the right person at the right time Alerting
  10. 10. OLAP Analysis Total Revenue and Costs In Jan 2009 and Jan 2010 At Top 10 Revenue Stores Single-click OLAP Manipulations Allow People To Slice-and-Dice a Subset of Data To View It from Many Different Perspectives Relational OLAP Architecture Allows People To ‘Drill Anywhere’ in The Entire Relational Database – Across All Dimensions and From Summary Level To Transactional-level Detail Drill Anywhere with Advanced Relational OLAP Analysis Slice and Dice with Basic OLAP Analysis Geography ProductsTim e Revenue for Laptop Computers In 2010 At All Stores Revenue for All Electronics In 2009 and Q1 2010 At Stores in the NE Region
  11. 11. Familiarize Visualize Analyze & Explore Insight FinishVisual Data DiscoveryStart Data Visual Analysis
  12. 12. DETERMINE WHO IS LIKELY TO … Achieve Revenue Stay in Budget Respond Purchase Defraud Be Profitable On Time Note both Linear Prediction and Seasonal Prediction Lines Typical Predictive Analyses Based on Regression Techniques Powerful Predictive Analyses Based on Data Mining Techniques Linear Regression Logistic Regression Tree Regression Decision Tree Clustering Time Series Association Rules Neural Network Rule Set Support Vector Machines Ensembles of Models Predictive Analysis
  13. 13. Analytic Producers AnalyticalComplexity Analytic Consumers UserScale • Trained in modeling and coding • Use a variety of tools • Want their favorite tools • Look for the truth Analytical amateurs Power users of BI tools Want to use the right tool Look for the business edge Make the daily decisions Some may be power users Most need simple tools Look for actionable information Data Scientists Business Analysts Business Users Back Office Front Line Advanced Analysis
  14. 14. Mobile Mobile Business Intelligence Revolutions How, When, and Where Information Is Consumed
  15. 15. Mobile 3. Information Functionality • PDF, Video, ePub, web • Graphic Design quality output • Portals, Libraries, Boardbooks 2. Transactional Functionality • Write to Databases • Write to operational systems • Submit new data • Update existing information 1. Analytical Functionality • Mobile BI • Exploration and Manipulation • Grids and Graphs • Data Visualizations Graphs Alerting Data Visualizations Data Exploration Desktop Publishing PDFs ePubs VideoBrowser Content Editable Grids Approval mgmt. PaymentsGrids Mapping Mobile Intelligence Apps are a Combination of Three Different Types of Mobile Functionality
  16. 16. architecture delivers all 5 Styles of business intelligence on a unified backplane of common services and through a single Web and Mobile architecture Microstrategy
  17. 17. Organic Platform
  18. 18. Modules
  19. 19. Intelligence Server • Architectural foundation of the MicroStrategy platform, central contact point to the metadata • Dynamically assembles the metadata objects to create optimized, multi-pass SQL queries for every major relational database, HiveQL queries for Hadoop distributions, and MDX queries for multidimensional data sources • It accesses and joins data from multiple data sources, such as data warehouses, operational databases, multidimensional (cube) databases, and even Web services and flat files • Manages users,system security, data security, and user functionality access • A clustering option is available with Intelligence Server that increases scalability, and provides fault tolerance with automatic failover
  20. 20. I-Server Options MultiSource Option •Allows users to seamlessly report, analyze, and monitor corporate data across multiple data sources through a single multi-dimensional view of the business •Employs a Multi-source Relational (ROLAP) architecture that pushes calculations and all data joins down to the database utilizing the power of the database management system Clustering Option •Intelligence Server that allows a group of Intelligence Servers running on separate machines, called nodes, to work together as a single logical system •Provides high availability and high performance for heavily-loaded, mission-critical business intelligence systems
  21. 21. Report Services MicroStrategy Report Services is the enterprise reporting engine of the MicroStrategy BI platform. With fully integrated reporting, analysis and monitoring as well as intuitive What-You-See-Is- What-You-Get (WYSIWYG): •Mobile Applications – highly interactive apps that deliver business intelligence, transactions, and multimedia content to the mobile workforce •Dashboards and Scorecards – highly visual, interactive, pixel-perfect displays that provide “at-a- glance” view of the enterprise using gauges, dials, KPIs, and visualizations •Visual Insight – visual exploration of data with a large library of interchangeable visualizations and speed-of-thought filtering to help you spot outliers and anomalies in your data quickly •Enterprise Reports – classic production reporting requiring print-perfect layout with data organized and aggregated into hierarchies or bands of increasing finer detail •Invoices and Statements – page-perfect layouts designed for billing applications and statutory reporting •Business Reports – any report format, usually combining graphs, detail data, and often explanatory text,used to describe business performance
  22. 22. OLAP Services • Adds in-memory data functionality to the standard ROLAP functionality of the MicroStrategy BI platform. • Creates and manages Intelligent Cubes, a multi-dimensional cache structure that speeds up access to the data your users use most • The analysts can manipulate report objects, create derived metrics, group rows, and modify filter criteria on the fly
  23. 23. Intelligent Cubes User Response Time Terabyte Database Cache Hit ROLAP Query In-memory ROLAP Query NumberofReports ROLAP Cache In-memory ROLAP Queries In-memory ROLAP Cubes User Security & Prompt Resolution User Security & Prompt Resolution Cache EngineCache Engine ROLAP DB Queries
  24. 24. Database Workload 0% 0:00a 3:00a 6:00a 9:00a Noon 3:00p 6:00p 9:00p 12:00p ETL Window Average User Wait Time (sec) 0 5 10 20 40 80 160 Wait Time BEFORE Wait Time 0% 100% Database Workload 3:00a 6:00a 9:00a Noon 3:00p 6:00p 9:00p 12:00p Average User Wait Time 0:00a ETL Window 0 5 10 20 AFTER Intelligent Cubes
  25. 25. Enterprise • Self- Subscription: End-users can subscribe themselves to automatically receive any MicroStrategy report or dashboard • In any format: HTML, Excel, PDF, Flash, CSV, Plaintext, Zip • Deliveries can be through e-mail, networked printers, or computer file folders • Distributions can be triggered immediately (Send Now) or based on schedules, on events, or based on a personal alert condition • Users can also Subscribe Others to receive distributions within the workgroup, department, or enterprise wide • Every person can manager his/her subscriptions Department SubscribeOthers Send Now On Event On Schedule On Alert Reports Dashboards E-mailPrintersFolders SubscribeSelf Workgroup Distribution Services
  26. 26. Transaction Services • Provides write-back capabilities from Report Services documents, it writes-back to ERP and other operational systems via Web services using XQuery; and to databases via freeform SQL • The predominant use is in Mobile BI Apps, and it also works from Web-based DHTML documents. • Allows users to perform any of the following three actions: update data, insert new information, or delete existing records
  27. 27. Web • MicroStrategy Web provides a powerful and user-friendly environment for interactive analysis through any Web browser • Contains report and dashboard viewing, formatting, exporting, pivoting, sorting, drilling, and ad hocquerying to WYSIWYG design and creation. Using advanced Web technology including xHTML, CSS, AJAX,Flash, and JavaScript • All of its functionality through a cookie-less, zero-footprint Web client without using ActiveX or Java Applets resident in or downloaded to the Web browser
  28. 28. Mobile MicroStrategy’s platform for mobile apps enables organizations to build a wide variety of essential mobile apps: •Business intelligence – view corporate data through interactive, visual dashboards •Transactions – enact data-driven decisions from BI data, or input information for surveys and operational systems •Multimedia content – distribute presentations, brochures, and videos to employees, customers, and partners
  29. 29. Office • Delivers MicroStrategy reporting and analysis to Microsoft Excel, PowerPoint, and Word using Web services • For business users who want to use Microsoft Office for their BI interface • Office offers outstanding offline analysis capabilities, once back online, MicroStrategy Office refreshes the files with the latest data with just one mouse click while preserving the analytical and formatting work
  30. 30. Development Tools • Web Professional: Web WYSIWYG design and creation, easy to use business user focused • Desktop: An advanced development and analysis interface for creating BI applications intended primarily for analysts, power users, and application developers, Desktop is an equally powerful BI interface for the most advanced analysts who aggressively investigate the data to uncover valuable insight. Desktop provides a full range of analytical functionality for reporting, datamining and predictive analysis, statistical analysis, financial analysis, mathematical analysis, set analysis, and time series analysis • Architect: Rapid development tool that creates the metadata objects that map the physical structure of a database to a logical, object-oriented model of the business. Architect employs a graphical interface and editors to link the enterprise’s business model to the physical database tables and columns • SDK: Primarily used for integrating MicroStrategy functionality into other existing systems
  31. 31. Administration Tools • Object Manager: Comprehensive development environment is a change management tool that manages the application development lifecycle by assessing the impact of changes to the application, and migrating these changes across development, testing, and production environments • Enterprise Manager: Enables analysis of resource utilization, project performance, user statistics, and trends to facilitate performance tuning and resource planning • Command Manager: Enables script-based administration and maintenance of objects, security, and system configuration for large user communities using textual commands • Integrity Manager: Automates the detection of inconsistencies and errors so that business users can rely 100% on the accuracy of their information. It compares each dashboard or report, comparing its data, SQL, graph, Excel, PDF output • System Manager:Replacing manual, multi-step BI administrative processes with automated workflows
  32. 32. Interactive Reporting, Analysis, Scorecards & Dashboards Alerting & Proactive Notification Relational Data Warehouses  Oracle  DB2  SQL Server  Sybase  Teradata  Informix  NonStop  Netezza Cube Databases  SAP BW  Hyperion Essbase  Microsoft AS  TM1 Operational DBs and Non-Relational Data (Excel, CSV, ERP) Design & Administration MicroStrategy Narrowcast Server E-Mail Printers File Servers MicroStrategy Web MicroStrategy Mobile Mobile Devices Web Browsers Web Services Portals MicroStrategy SDK MicroStrategy Architect MicroStrategy Desktop MicroStrategy Command Manager MicroStrategy Integrity Manager MicroStrategy Enterprise Manager MicroStrategy Object Manager MicroStrategy Intelligence Server MicroStrategy OLAP Services MicroStrategy Report Services MicroStrategy Multisource Option MicroStrategy Transaction Services MicroStrategy Clustering Option MicroStrategy Mobile Microsoft Office MicroStrategy Office MicroStrategy Distribution Services MicroStrategy Web Services MicroStrategy Health Center Logical Architecture
  33. 33. Roadmap
  34. 34. SAP BW Data Mart Data Warehouse Operational Database (CRM, RFID) Operational Database (ERP) Operational Databases Decision Support Databases Integrated Backplane Services Oriented Architecture Web Browsers Enterprise Portals Microsoft Office Scorecards &Dashboards Reporting OLAP Advanced Analysis Alerts&Proactive Notification Integrate Backplane
  35. 35. • The aim is to reach a single version of truth • Is comprised of multiple layers of well- defined objects, with each layer serving as the foundation upon which to build the next • Enables the sharing of these objects across MicroStrategy reports by providing a central repository for all object definitions and maximal reusability Reports, Scorecards, Dashboards Report Components Business Abstraction Data Abstraction MicroStrategy Metadata Metadata
  36. 36. DATA SOURCES Access all corporate data source Schema neutrality, Database Optimizations DATA ABSTRACTION Insulate business constructs from data sources Tables, Attributes, Facts, Hierarchies, Transformations BUSINESS ABSTRACTION Build reusable report components Metrics, Filters, Prompts, Templates, Custom Groupings REPORT DESIGN Assemble insightful, visually appealing reports Layout, Format, Calculations Metadata Layers
  37. 37. DATA SOURCES Access all corporate data source Schema neutrality, Database Optimizations DATA ABSTRACTION Insulate business constructs from data sources Tables, Attributes, Facts, Hierarchies, Transformations BUSINESS ABSTRACTION Build reusable report components Metrics, Filters, Prompts, Templates, Custom Groupings REPORT DESIGN Assemble insightful, visually appealing reports Layout, Format, Calculations Data Abstraction
  38. 38. Tables Represent the physical tables from the database Facts Represent numeric information that are the basis of business measures and key performance indicators Attributes Represent descriptive information that provide context and define the summarization level of calculations Dimensions (Hierarchies) Represent logical groupings of attributes that describe the business model Transformations Provide time period comparisons for business measures Data Abstraction
  39. 39. DATA SOURCES Access all corporate data source Schema neutrality, Database Optimizations DATA ABSTRACTION Insulate business constructs from data sources Tables, Attributes, Facts, Hierarchies, Transformations BUSINESS ABSTRACTION Build reusable report components Metrics, Filters, Prompts, Templates, Custom Groupings REPORT DESIGN Assemble insightful, visually appealing reports Layout, Format, Calculations Business Abstraction
  40. 40. Business Abstraction Metrics: These are business measures and key performance indicators Filters: Qualify the report content and identify the subset of the data warehouse to be included in a report Templates: Define report format; specify the attributes, metrics, and display properties contained in a report Prompts: Allow users to choose the information to be displayed in a report on the fly Custom Groups: Define arbitrary groupings of attribute elements in a report, and represent data groupings that do not exist in the data warehouse itself
  41. 41. Subscription Preference Part of a Security Profile Parameter or Prompt Selection Included in Another Filter Included in a Metric Included in a Report Alert Criterion Example: Top Stores Filter Object Reusability
  42. 42. REPORT DESIGN Layout Format Calculations REPORT COMPONENTS Parameterization Templates Filters Autostyles BUSINESS ABSTRACTION Metrics Hierarchies Custom Groupings Transformations Range of Metadata Elements Used in Reports Other BI Technologies Report- Specific Components Reusable Metadata Components Report- Specific Components Reusable Metadata Components MicroStrategy Object Reusability
  43. 43. Built-in Funcitons
  44. 44. DATA SOURCES Access all corporate data source Schema neutrality, Database Optimizations DATA ABSTRACTION Insulate business constructs from data sources Tables, Attributes, Facts, Hierarchies, Transformations BUSINESS ABSTRACTION Build reusable report components Metrics, Filters, Prompts, Templates, Custom Groupings REPORT DESIGN Assemble insightful, visually appealing reports Layout, Format, Calculations Report Design
  45. 45. Reports • Report is a specific business user question abstracted as a set of attributes, filtering conditions, metrics, and sub-totals, and sent to the data-warehouse for processing. • Consist of two components: a template and a filter. A template, which consists of attributes and metrics, is an abstraction of the fields requested by the user where as a filter is a condition imposed. • Reports are fully interactive allowing users to toggle between grid and graph mode, rearrange report layouts by pivoting rows, columns and pages, change the formatting, sort the columns,add subtotals, and create new calculations in the report.
  46. 46. Documents Documents are a compilation of reports or datasets, with a highly formatted display. Documents are built with attributes and metrics from different reports or datasets in a single interface. MicroStrategy classifies documents into 3 categories: •Mobile Apps: Mobile app uses a document object at its core, and is built on top of the one of the number of Mobile specific document templates •Interactive Dashboards: Dashboards combine large numbers of reports into a document into a layout provides interactive, visual way to consume information about business performance •Enterprise Reports: These reports are very detailed and typically have hundreds of pages, with different levels of subtotaling
  47. 47. Visual Insight • A Visual Analysis is a presentation of large data volumes as intuitive data visualizations • Instead of looking through rows and columns of data, a user can see their data in a visual format and quickly derive insights by adding attributes and metrics onto the visualizations
  48. 48. Business Users Create Prototype Dashboards IT Creates Dashboards from Prototypes and Publishes Frontline Workers Gain Valuable Business Insights Amplify Business Insights Throughout the Enterprise Business User & IT
  49. 49. Best Graphic
  50. 50. Logical Architecture
  51. 51. Esercitazione Collegarsi all’indirizzo: Primo prompt: username: cuoa password: cuoa2014 Utente Microstrategy Username: <iniziale del nome>.<cognome> Password: cuoa