Course Length: 3 Days

Course Overview

MicroStrategy is an enterprise business intelligence application. It turns data into reports for making and executing key organization decisions. This course shows you how to implement Business Intelligence (BI) with MicroStrategy.

Audience Profile

This course is tailored toward business and information technology professionals with little or no experience in MicroStrategy, who want to learn the basics and start building reports. This course is also easily adopted by Business Intelligence professionals or data analysts who want to get started with MicroStrategy with experience in other business intelligence reporting platforms and tools. Some basic understanding of BI and data analysis will be required to get the most from this class.


  • Basic knowledge of the Microsoft Windows operating system and its core functionality.
  • Good Knowledge of Excel spreadsheets, functions, and charts.
  • Working knowledge of relational databases

What you will learn:

  • Analytical Reporting
  • Dashboarding with Dossiers and Visualization

Course Outline:

Module 1: Reporting Basics:  Understanding the Details of your Data

  • Visualizing Performance with a Basic Report
  • Add an Attribute and Metric to a Report

Module 2: Methods of Creating Reports

  • Create a Report using a Template
  • Create a Simple Report from Scratch
  • Manipulation Report Data
  • Share and Export Reports

Module 3: Calculating Data on Reports

  • Create Simple Metrics
  • Create Compound Metrics and Smart Totals
  • Display Subtotals to Summarize Values
  • Create a Derived Metric

Module 4: Filtering Reports

  • Create a Report Filter Using an Attribute not Included in the Report
  • Create a View Filter Using Objects in the Report
  • Create Stand-Alone Filters to Use Across Multiple Reports and Objects
  • Use a Report as a Filter to Generate a Lists
  • Create Prompts to Use in a Filter
  • Create Object Prompts to Select the Objects Displayed on a Report

Module 5: Guiding an analytical experience with interactive business dashboards

  • Explore a Sample Dossier
  • Create a New Dossier
  • Import Data from an Excel File
  • Create a Grid Visual
  • Create a Bubble Chart Visual
  • Creating a Filer Using the Filter Pane

Module 6: Importing Data

  • Improve the Data Structure During Data Import
  • Replace a Dataset with Improved Data

Module 7: Visualizing your Data

  • Analyze and Manipulate a Grid
  • Create a Threshold to Highlight Metric Values
  • Analyze and Format Data in a Bubble Chart Visualization
  • Create a Heat Map Visualization
  • Drill on a Heat Map
  • Add Another Layer of Detail to a Heat Map
  • Format a Heat Map
  • Create and Format an ESRI Map with Markers
  • Change the Bubble Map to an Area Map
  • Drill on a Map
  • Geospatial Service Map with Earthquake Dossier
  • Create and Format a Network Visualization
  • Create a Ring Chart Visualization

Module 8: Filtering and Layering Data

  • Display Visualization Full Screen
  • Creating a Chapter and Filters
  • Move Charts to a New Chapter
  • Create a New Page for the Heat Map & Move the Area Map to a New Page
  • Filter the Grid Visualization using Another Visual
  • Explore how the Chapter Filter works with the Page Filter

Module 9: Optimizing Dossier Display for Smaller Devices

  • Optimize a Dossier for Viewing on a Mobile Device

Module 10: Sharing Dossiers

  • Changing your dossier’s cover image so that users can quickly identify Content
  • Mark a Dossier as Certified


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