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    MicroStrategy Quick Start Guide: Data analytics and visualizations for Business Intelligence
    MicroStrategy Quick Start Guide: Data analytics and visualizations for Business Intelligence
    MicroStrategy Quick Start Guide: Data analytics and visualizations for Business Intelligence
    Ebook306 pages1 hour

    MicroStrategy Quick Start Guide: Data analytics and visualizations for Business Intelligence

    By Fernando Carlos Rivero Esqueda

    ()

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    About this ebook

    Build reporting applications and dashboards using the different MicroStrategy objects




    Key Features



    • Learn the fundamentals of MicroStrategy


    • Use MicroStrategy to get actionable insights from your business data


    • Create visualizations and build intuitive dashboards and reports



    Book Description



    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.





    What you will learn



    • Set up the MicroStrategy Intelligence Server and client tools


    • Create a MicroStrategy metadata repository and your first Project


    • Explore the main MicroStrategy object types and their dependencies


    • Create, manipulate, and share Reports


    • Create and share Dashboards


    • Manage Users and Groups





    Who this book is for



    This book is for Business Intelligence professionals or data analysts who want to get started with Microstrategy. Some basic understanding of BI and data analysis will be required to get the most from this book.

    LanguageEnglish
    PublisherPackt Publishing
    Release dateSep 28, 2018
    ISBN9781789138573
    MicroStrategy Quick Start Guide: Data analytics and visualizations for Business Intelligence

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      Book preview

      MicroStrategy Quick Start Guide - Fernando Carlos Rivero Esqueda

      MicroStrategy Quick Start Guide

      MicroStrategy

      Quick Start Guide

      Data analytics and visualizations for Business Intelligence

      Fernando Carlos Rivero Esqueda

      BIRMINGHAM - MUMBAI

      MicroStrategy Quick Start Guide

      Copyright © 2018 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 or its dealers and distributors, will be held liable for any damages caused or alleged to have been 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.

      Commissioning Editor: Amey Varangaonkar

      Acquisition Editor: Reshma Raman

      Content Development Editor: Mohammed Yusuf Imaratwale

      Technical Editor: Jinesh Topiwala

      Copy Editor: Safis Editing

      Project Coordinator: Hardik Bhinde

      Proofreader: Safis Editing

      Indexer: Priyanka Dhadke

      Graphics: Jason Monteiro / Fernando Carlos Rivero Esqueda

      Production Coordinator: Aparna Bhagat

      First published: September 2018

      Production reference: 1270918

      Published by Packt Publishing Ltd.

      Livery Place

      35 Livery Street

      Birmingham

      B3 2PB, UK.

      ISBN 978-1-78913-624-1

      www.packtpub.com

      This book is dedicated to:

      My love, my wife, Talia

      My smart son, Josh

      My kind son, Carlos

      My brave son, Samy

      My friendly son, Dany

      My sweet daughter, Regina

      My adorable daughter, Rebeca

      My supporting mom, Irma

      My encouraging dad, Fernando

      My reason, my God

      – Fernando Carlos Rivero Esqueda

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      packt.com

      Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.packt.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at customercare@packtpub.com for more details.

      At www.packt.com, you can also read a collection of free technical articles, sign up for a range of free newsletters, and receive exclusive discounts and offers on Packt books and eBooks. 

      Foreword

      Intelligence. What does it really mean? Definitions vary from the ability to acquire and apply knowledge and skills to the capacity for understanding to the aptitude to perceive and comprehend the meaning of things that our mind turns into concepts. The truth is that there are as many definitions of intelligence as there are individuals trying to describe it. Experts have even categorized intelligence as cognitive, social, emotional, artificial, artistic, digital, business, and so on. You name it!

      Truly exceptional leaders, those that are called transformational or disruptive, are considered intelligent in at least two of these categories.

      I strongly believe that Fernando Rivero is part of this privileged group of transformational leaders. More than 20 years ago, I had the opportunity to recruit him as a MicroStrategy intern, pioneering business intelligence in markets struggling to understand and implement ERP systems and geographies, where BI was just a buzzword, a nice to have, and Decision Support Systems were perceived as a useless luxury with no clear idea of the potential benefits they might bring to companies' performance.

      I witnessed Fernando's personal and professional growth for some years, as BI and DWH offerings were consolidated by the largest IT providers in the industry and transformed from BI to data mining to analytics, big data, IOT, and so on, incorporating web, mobile, and cloud computing technologies. Very few companies survived this consolidation, NASDAQ catastrophes, and other setbacks to remain faithful to their original principles and technological vision to continuously deliver innovative ways to transform data into valuable information for decision makers.

      MicroStrategy Quick Start Guide is the result of Fernando's ability to explain extremely complicated ideas in a very simple way. He has transformed highly technical manuals into a billboard for dummies, depicting data models, dimensions, facts, attributes, metrics, and relationships as simple building blocks, understandable to any common user, and has changed the way in which business analytics should be described. He has even developed his own philosophy and manuals to instruct various attendees (consultants, power, and end users) in his MicroStrategy's training sessions.

      MicroStrategy Quick Start Guide is a practical, step-by-step toolkit that will guide the reader through the ropes to know of this marvelous BI platform. It clarifies MicroStrategy's architecture and its powerful engine logic, covering the platform's components and information delivery channels. It addresses the MicroStrategy features that are necessary for any BI or data analytics implementation, such as design, development, visualization, connectivity, security, administration, security, and monitoring, among others, in a friendly manner.

      I am confident that you will find this guide extremely useful, regardless of your level of training or expertise with MicroStrategy, and that it will be a critical factor in the success of your BI or analytics initiatives.

      Juan Pablo Martinez

      Former CEO, Active Data Systems

      Channel Sales Manager, Informatica Mexico

      I first met Fernando Rivero in 2004. Two of the people in my consulting practice at the time had been raving about their favorite professor of business intelligence at their alma mater. A short time later, by chance, that man's résumé landed on my desk. Fernando, the softly spoken professor, joined our practice and quickly became the preferred advisor to C-level executives at Fortune 500 retailers, financial services firms, and more. 

      Business intelligence, after all, is the science of turning the mounds of data that every company has floating around their organization into actionable information. I think of a company's data as being like the random stuff that most people have in their garage. It's not very useful in its current state. But if you can turn a random assortment of information into a way to save a company millions in expenses, or reveal a potential new line of business, then suddenly you become a very sought-after person.

      Fernando was that rare consultant with deep technical mastery, along with a knack for efficiently explaining complex topics to others. In my quarter-century of leading technical consultancies, I've met few others like him.

      In this book, Fernando uses the same easy-to-understand tone that made him popular with CIOs and college students alike, and reveals the essential information needed to become the resident expert in MicroStrategy business intelligence. He starts with the basics of installation and setting up your MicroStrategy work space (or project). Very quickly, you will be learning some of the advanced features that will capture the interest of business users, such as setting up drill maps, creating visual reports, and supporting self-service enthusiasts.

      This book provides the reader with an incredibly efficient means of reaching proficiency with MicroStrategy products, and will set you on the path to being a business intelligence leader. The lab approach to the material keeps your hands on the keyboard to maximize your retention. It is compact, to the point, and chock full of what you need to know.

       Happy learning!

      Rob Jammes

      Former Professional Service Director, MicroStrategy Inc.

      Professional Services Executive, Imperva

      Contributors

      About the author

      Fernando Carlos Rivero Esqueda is a Mexican BI professional with 18 years of MicroStrategy (MSTR) experience. He earned a BS in electronic systems and two master's degrees: IT management, and an MBA from the university of Massachusetts. He is studying for an MA on Human and Family Development. He worked for 8 years for MSTR as a consultant, instructor, and educational mgr., attaining the highest possible certification: MicroStrategy Certified Engineering Principal. He taught MSTR to more than 1200 people, from consultants and directors to college students. He works now as a BI engineer for a well-known retailer in Seattle. His passion and love are his wife and kids. Fernando likes photography, piano, karate, and playing Pokémon Go with his kids. To contact him search for MBA Fernando Rivero.

      I want to give thanks to God and my parents,

      Irma and Fernando, for giving me the gift of life.

      For understanding my long days and nights at the computer, thank you my love, Talia, and children, Josh, Carlos, Samy, Dany, Regina, and Bequis.

      For your help polishing this book, thanks to my reviewers and editors, Vic, Cesar, Felipe, Yusuf, and Jinesh.

      To my former managers, because without their mentoring I wouldn't be writing this book; thanks, JP, Vic, and Rob.

      About the reviewers

      Cesar Izazaga is a MicroStrategy expert who has worked as a business intelligence consultant over the past 10 years. Some of his clients include Intel, Visa Inc, and Rogers Communications.

      His business intelligence career started back in college when he took a course taught by Fernando, where he quickly fell in love with data analysis.

      He lives in Mexico with his wife and daughter and their two overactive dogs.

      Victor Lozano Perales has some IT companies known as SISMEX Group since 2001; one of its focuses is BI. He is Mexican and earned his BS in Computer Science with Excellence Honors, Best in Class, from ITESM in Monterrey MX. He is a MicroStrategy Certified Developer and one of his roles at SISMEX is to lead BI the consultancy.

      Prior to SISMEX's foundation, he was a software engineer for an international IT company, gaining professional and personal experience in the US, and then for one of the most important newspapers in Mexico.

      He likes to help people and enjoys technology and entrepreneurship. He loves his family and enjoys watching movies with them. Exercise and good nutrition is his key, to healthy living for the love of his family and

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