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DATA VISUALIZATION AND ANALYTICS TOOL
    MicroStrategy Reporting Suite


                             Amrit Kumar| 10BM60010
                       Sachin Choudhary | 10BM60074
AGENDA

 1.   Introduction of Tool
 2.   Features
 3.   Project Data
 4.   Report Creation (Live Demo)
 5.   Tutorial
INTRODUCTION

 MICROSTRATEGY
 -   Founded in 1989, MicroStrategy, Inc. (NASDAQ: MSTR), is a business intelligence (BI) software vendor.
 -   MicroStrategy's software enables analyze the vast amounts of data stored across enterprises to make
     strategic business decisions.

 MICROSTRATEGY REPORTING SUIT

 -   MicroStrategy Reporting Suite is a free, commercial reporting tool for developing and delivering
     operational and analytical reports.

 -   The package is composed of server software for core analytical processing and job management, an
     end-user Web interface, Web-based reporting software, desktop reporting software, and a data
     architecting product.

 -   It is part of the unified MicroStrategy business intelligence architecture.

 -   The package includes a license for 100 users, and two free licenses for the other MicroStrategy
     products.
FEATURES

 FEATURES
 -   Design environment
 -   Centralized metadata builder
 -   Web interface
 -   Analytic engine
 -   Parameterization engine
 -   Security engine for user, data and object level security
 -   Runs on Windows, UNIX, and Linux operating systems and is optimized for all major database
     platforms, Web servers, and application servers.

 END USER FEATURES
 -   Formatting tabular grid reports using a choice of built-in styles
 -   Converting tabular grid reports to graphs and charts
 -   Conditional formatting of data and visual indicators
 -   Prompting or parameterized reporting
 -   Drilling down into granular level data
 -   Exporting to Microsoft Excel, HTML or text formats
 -   Multi-key sorting
 -   Printing
PROJECT DATA

 PROJECT
 The project is the environment in which all related reporting is done. A typical project contains reports, filters,
 metrics, and functions. We create projects that users access to run reports.


 DATA

 The theme of the data is a retail store for the time 2006 to 2008 that sells electronics, books,
 movies and music.

 The key features of the MicroStrategy project include the following:

 -   Hierarchies, including Customer, Geography, Products, and Time. Each hierarchy can be viewed
     graphically through MicroStrategy Desktop and MicroStrategy Web.
 -   Numerous customers and purchased items.
 -   Reporting areas: Customer Analysis, Enterprise Performance Management, Inventory and
     Supply Chain Analysis, Sales and Profitability Analysis, and Supplier Analysis.
 -   Options to create reports from MicroStrategy Desktop and MicroStrategy Web focusing on a
     particular analysis area, such as Customer, Inventory, Time, Products, Category, Employee, or
     Call Centre.
PROJECT DATA

            Hierarchy                                                                                  Facts
                                                                                 Fact                                                       Description
Geographic Product         Customer                         Time         Begin on hand         The number of individual items available at the beginning of each month.
al Hierarchy Hierarchy     Hierarchy                      Hierarchy      Churn                 The trends and profiles of the acquired, retained, and lost customers.
                     Attribute                                           Cost                  The total amount charged by the supplier to the company.
Ca l l Centre     Bra nd          Age Ra nge            Da y             Customer Id           The unique identification number allocated to the customer by the company.
Country           Ca ta l ogue    Cus tomer             Month            Discount              A monetary reduction made from a regular price.
Di s tri bution   Ca tegory       Cus tomer             Month of Yea r   End on hand           The number of individual items remaining at the close of each month.
Centre            Di s continue   Addres s              Qua rter         Freight               The compensation paid for the transportation of goods.
Empl oyee         Code            Cus tomer Age         Yea r            Gross Revenue         The total income received from the company’s product sales before deducting the expenses
Empl oyee         Item            Cus tomer Bi rth                                             The month level item inventories used for End on hand and Begin on hand type inventory
Age               Subca tegory    Da te                                  Item inventory        calculations. This fact also supports year-to-date and month-to-date analysis.

Empl oyee         Suppl i er      Cus tomer Ci ty                        On Order Quantity     The quantity ordered by the customer.

Bi rth Da te      Wa rra nty      Cus tomer                              Profit                The excess of the selling price e of goods over their cost.

Empl oyee                         Country                                Regency               The number of days elapsed since the last purchase was made by the customer.

Experi ence                       Cus tomer Ema i l                      Revenue               The total income produced by a given source accounting for all product sales deducting discount

Empl oyee                         Cus tomer                              Rush Charge           The amount of money charged to expedite delivery service.

FTE Fl a g                        Gender                                 Ta r g e t Quantity   The target set for the product units sold.

Hi re Da te                       Cus tomer                              Tenure                The duration an employee is employed by the company.

Ma na ger                         Regi on                                Unit Cost             The amount of money charged by the supplier to the company per individual item purchased

Mi croStra teg                    Cus tomer Sta te                       Unit Price            The amount of money charged by the company to the customer per individual item sold.

Us er                             Da ys to Shi p                         Unit Profit           Unit price - Unit cost.

Regi on                           Educa tion Level                       Units Received        The number of individual items acquired from a supplier.

Sa l a ry                         Fi rs t Order Da te                    Units Sold            The number of individual items bought by customers.
REPORT CREATION

 INTRODUCTION
 -   Report present decision maker with information form the data store in the data warehouse.
 -   Reports are created using Microstrategy Report.
 -   A report is comprises of a template and report filter.
 -   A report may contain any of the following object.
             - Attribute
             - Metrics
             - Consolidation
             - Custom Group
             - Object prompts


 HIGH LEVEL CHECK LIST

 A high-level checklist of tasks we will perform to create a project, attributes, facts, and hierarchies (steps
 for each task are
 provided below):


 -   Create a DSN to connect to your database or other data source, which stores the in formation for your
     business in the data source of your choice.
 -   Create a database in stance that tells the MicroStrategy Reporting Suite how to con n ect to an d access
     your data source. Database in stances are MicroStrategy objects that use the DSN you created to
     connect to a database or other data source.
 -   Create a MicroStrategy project that will contain your reports and reporting objects.
 -   • Use MicroStrategy Architect to create the objects required to design reports in your project.
TUTORIAL

 STRUCTURE                                              FEATURES
 -   Getting Started                                    -   Detailed step-by-step procedure
       - Introduction                                   -   Screen shots
       - Installing the Microstrategy Reporting Suit
       - Configuring the Microstrategy Reporting Suit   -   Video links from you tube
 -   Creating a Microstrategy Project with your data    -   Data library
       - Introduction
       - Uploading data and data source creation
       - Designing a project
       - Designing Attributes, Facts and Hierarchy
       - Design Metrics
 -   Designing Reports
       - Introduction
       - Create a report
       - Create a graph
 -   Exploring data in Microstrategy web
       - Introduction
       - Run report and explore data
       - Visualize the data
       - Drill through the data
       - Run ad ho reports
THANK YOU

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Micro strategy Reporting Suite

  • 1. DATA VISUALIZATION AND ANALYTICS TOOL MicroStrategy Reporting Suite Amrit Kumar| 10BM60010 Sachin Choudhary | 10BM60074
  • 2. AGENDA 1. Introduction of Tool 2. Features 3. Project Data 4. Report Creation (Live Demo) 5. Tutorial
  • 3. INTRODUCTION MICROSTRATEGY - Founded in 1989, MicroStrategy, Inc. (NASDAQ: MSTR), is a business intelligence (BI) software vendor. - MicroStrategy's software enables analyze the vast amounts of data stored across enterprises to make strategic business decisions. MICROSTRATEGY REPORTING SUIT - MicroStrategy Reporting Suite is a free, commercial reporting tool for developing and delivering operational and analytical reports. - The package is composed of server software for core analytical processing and job management, an end-user Web interface, Web-based reporting software, desktop reporting software, and a data architecting product. - It is part of the unified MicroStrategy business intelligence architecture. - The package includes a license for 100 users, and two free licenses for the other MicroStrategy products.
  • 4. FEATURES FEATURES - Design environment - Centralized metadata builder - Web interface - Analytic engine - Parameterization engine - Security engine for user, data and object level security - Runs on Windows, UNIX, and Linux operating systems and is optimized for all major database platforms, Web servers, and application servers. END USER FEATURES - Formatting tabular grid reports using a choice of built-in styles - Converting tabular grid reports to graphs and charts - Conditional formatting of data and visual indicators - Prompting or parameterized reporting - Drilling down into granular level data - Exporting to Microsoft Excel, HTML or text formats - Multi-key sorting - Printing
  • 5. PROJECT DATA PROJECT The project is the environment in which all related reporting is done. A typical project contains reports, filters, metrics, and functions. We create projects that users access to run reports. DATA The theme of the data is a retail store for the time 2006 to 2008 that sells electronics, books, movies and music. The key features of the MicroStrategy project include the following: - Hierarchies, including Customer, Geography, Products, and Time. Each hierarchy can be viewed graphically through MicroStrategy Desktop and MicroStrategy Web. - Numerous customers and purchased items. - Reporting areas: Customer Analysis, Enterprise Performance Management, Inventory and Supply Chain Analysis, Sales and Profitability Analysis, and Supplier Analysis. - Options to create reports from MicroStrategy Desktop and MicroStrategy Web focusing on a particular analysis area, such as Customer, Inventory, Time, Products, Category, Employee, or Call Centre.
  • 6. PROJECT DATA Hierarchy Facts Fact Description Geographic Product Customer Time Begin on hand The number of individual items available at the beginning of each month. al Hierarchy Hierarchy Hierarchy Hierarchy Churn The trends and profiles of the acquired, retained, and lost customers. Attribute Cost The total amount charged by the supplier to the company. Ca l l Centre Bra nd Age Ra nge Da y Customer Id The unique identification number allocated to the customer by the company. Country Ca ta l ogue Cus tomer Month Discount A monetary reduction made from a regular price. Di s tri bution Ca tegory Cus tomer Month of Yea r End on hand The number of individual items remaining at the close of each month. Centre Di s continue Addres s Qua rter Freight The compensation paid for the transportation of goods. Empl oyee Code Cus tomer Age Yea r Gross Revenue The total income received from the company’s product sales before deducting the expenses Empl oyee Item Cus tomer Bi rth The month level item inventories used for End on hand and Begin on hand type inventory Age Subca tegory Da te Item inventory calculations. This fact also supports year-to-date and month-to-date analysis. Empl oyee Suppl i er Cus tomer Ci ty On Order Quantity The quantity ordered by the customer. Bi rth Da te Wa rra nty Cus tomer Profit The excess of the selling price e of goods over their cost. Empl oyee Country Regency The number of days elapsed since the last purchase was made by the customer. Experi ence Cus tomer Ema i l Revenue The total income produced by a given source accounting for all product sales deducting discount Empl oyee Cus tomer Rush Charge The amount of money charged to expedite delivery service. FTE Fl a g Gender Ta r g e t Quantity The target set for the product units sold. Hi re Da te Cus tomer Tenure The duration an employee is employed by the company. Ma na ger Regi on Unit Cost The amount of money charged by the supplier to the company per individual item purchased Mi croStra teg Cus tomer Sta te Unit Price The amount of money charged by the company to the customer per individual item sold. Us er Da ys to Shi p Unit Profit Unit price - Unit cost. Regi on Educa tion Level Units Received The number of individual items acquired from a supplier. Sa l a ry Fi rs t Order Da te Units Sold The number of individual items bought by customers.
  • 7. REPORT CREATION INTRODUCTION - Report present decision maker with information form the data store in the data warehouse. - Reports are created using Microstrategy Report. - A report is comprises of a template and report filter. - A report may contain any of the following object. - Attribute - Metrics - Consolidation - Custom Group - Object prompts HIGH LEVEL CHECK LIST A high-level checklist of tasks we will perform to create a project, attributes, facts, and hierarchies (steps for each task are provided below): - Create a DSN to connect to your database or other data source, which stores the in formation for your business in the data source of your choice. - Create a database in stance that tells the MicroStrategy Reporting Suite how to con n ect to an d access your data source. Database in stances are MicroStrategy objects that use the DSN you created to connect to a database or other data source. - Create a MicroStrategy project that will contain your reports and reporting objects. - • Use MicroStrategy Architect to create the objects required to design reports in your project.
  • 8. TUTORIAL STRUCTURE FEATURES - Getting Started - Detailed step-by-step procedure - Introduction - Screen shots - Installing the Microstrategy Reporting Suit - Configuring the Microstrategy Reporting Suit - Video links from you tube - Creating a Microstrategy Project with your data - Data library - Introduction - Uploading data and data source creation - Designing a project - Designing Attributes, Facts and Hierarchy - Design Metrics - Designing Reports - Introduction - Create a report - Create a graph - Exploring data in Microstrategy web - Introduction - Run report and explore data - Visualize the data - Drill through the data - Run ad ho reports