Mastering Business Intelligence with MicroStrategy
By Ning Ma, Himani Rana and Dmitry Anoshin
()
About this ebook
- Fix the gap between BI tools and implementation/integration processes with big data and predictive analytics using this comprehensive guide to MicroStrategy 10
- Highly practical, example-rich guide that lets you implement business intelligence with MicroStrategy 10 in your organization
- Create the best user experience with BI dashboards using MicroStrategy using this up-to-date, comprehensive guide
This book is intended for BI, DWH, and ETL developers, BI, DWH, and Analytics managers, analysts, and business users who already have MicroStrategy in their organization and want to take it to the next level in order to increase performance and improve user experience. In addition, it helps the reader to migrate from MicroStrategy 9 to MicroStrategy 10 and to start using the new functionality.
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Book preview
Mastering Business Intelligence with MicroStrategy - Ning Ma
Table of Contents
Mastering Business Intelligence with MicroStrategy
Credits
About the Authors
About the Reviewer
www.PacktPub.com
eBooks, discount offers, and more
Why subscribe?
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Getting Started with MicroStrategy
Modern BI
BI market
Maturity level of the organization
BI project life cycle
Meet MicroStrategy 10
MicroStrategy 10 education and certification
History of MicroStrategy
Deploying MicroStrategy 10
Overview of training architecture
Creating a Red Hat Linux virtual machine
Performing prerequisites for MicroStrategy 10
Installing MicroStrategy 10 Intelligence Server
Installation process
Configuring Intelligence Server
Installing a PostgreSQL database
Creating a metadata database
Creating a metadata data source
Creating metadata tables
Installation of MicroStrategy Web
Web application server installation
Deploying WAR files
Creating a network
Installing MicroStrategy 10 tools
Installing Oracle database
Deploying data in Oracle database
BI tips
BI skills
BI users' development
BI portal
Summary
2. Setting Up an Analytics Semantic Layer and Public Objects
BI architecture
Components of BI architecture
The project design process
Logical data model design
Data warehouse schema design
Project creation in MicroStrategy architecture
Creating a data source
Creating a project
Using the project creation assistant
Using MicroStrategy Architect
Creating schema objects
Managing project schema
Schema objects
Attributes
Attribute types
Attribute form expression types
General attribute example
Creating an attribute from Architect
Creating an attribute from the Desktop
Facts
Fact types
Fact expression types
SQL representation
Creating a fact from Architect
Creating a fact from the Desktop
Hierarchies
Example
Creating a user hierarchy and attribute relationships
Creating a user hierarchy and attribute relationships from Architect
Creating a user hierarchy and attribute relationships from Desktop
Public objects
Metrics
Types of metric
Creating metrics
Prompts
Example of creating an Object prompt
Filters
Create a standalone filter
Filter operators
Example of how these filters are used
SQL based on report filter
Summary
3. Building Advanced Reports and Documents
Advanced reporting components
Custom groups
Creating a custom group
Custom group examples
Custom group SQL
Custom group display options
Custom group interaction with report filters
Consolidation
Consolidation elements
Creating consolidations
Consolidation examples
SQL based on consolidation
Consolidation and custom group comparison
Transformations
Building a transformation
Transformation components
Drill maps
Freeform SQL
Creating a Freeform SQL report
Freeform SQL features
Prompt
Security filters
Intelligent cube
Enabling and disabling intelligent cube usage
Advanced reports
Creating and adding data to the document
Document controls
Moving towards a dashboard
Linking reports and documents
Summary
4. Advanced Visualization Techniques
Dashboard style document
Panels
Filter panel
Selectors
Types of selector
Basic visualization (graphs)
One attribute, one metric - Vertical Line - Absolute graph
One attribute, two metrics - Budgeting
One attribute, three metrics - Bubble chart
One attribute, four metrics - Stock: Hi-Lo-Open-Close
One attribute, five metrics - Boxplot
Complex graph - Gantt
Widgets
Date selection widget
Graph matrix widgets
Heat map widget
Map widget
Network widgets
Survey widget
Timeline widget
Visual insight
Adding additional visualizations
MicroStrategy and ESRI map integration
Creating reports in MicroStrategy for Geo-based analysis
MicroStrategy and Google Maps integration
Summary
5. Customization of MicroStrategy
Before we start
What is SDK
Where to get documentations and resources
Overview of Web SDK
MicroStrategy Web architecture
MicroStrategy plugin architecture
Deploying SDK and configuring WCE in Linux
Installing SDK and configuring WCE in Windows
Best practices for customizations and upgrades
Customization pages
Web Beans
Applications of Web Beans
Customizing MicroStrategy styles with CSS
Applications of CSS customization
Adding advanced visualization with SDK
Installing Visualization SDK
Introduction to Visualization Builder
Application of Visualization Builder
Overview of advanced web customization with MicroStrategy API
Overview of Mobile SDK
Mobile SDK for iOS
Mobile SDK for Android
Application of Mobile SDK – Rebranding
Set up the MicroStrategy Mobile project
Rebranding the application
Summary
6. Predictive Analysis with MicroStrategy
Predictive analysis in MicroStrategy 10
Licensing requirements
Native analytical functions in MicroStrategy 10
Integrating R with MicroStrategy
Installing R
Installing R Integration Pack
Creating a neural network model in R and exporting it as a PMML file
Data mining overview
Purpose of data mining
Limitations of data mining
Terminologies
Target variable, explanatory variable
Continuous variable, categorical variable
Training, validation, modeling
Supervised learning, unsupervised learning
Classification, prediction
Data mining techniques
Four steps to achieve data mining in MicroStrategy
Creating a dataset
Selecting variables
Developing the model
Creating a validation report
Deploying the model
Business applications of predictive analysis
Forecasting quarterly revenues using linear regression and exponential regression with seasonality
Forecasting quarterly revenues for different regions using tree regression analysis
Forecasting monthly revenues using time series analysis
Telco churn analysis using classification
Telco churn analysis using decision tree
Telco churn analysis using logistic regression
Automating the predictive mechanism
Summary
7. Accelerating Your Business with Mobile Analytics
Before we start
Mobile Server
Mobile Client
Mobile Server installation and configuration
Creating a mobile application
Determine business goals
Storyboarding and planning
Creating an iPad Landscape template
Unhide document templates
Creating templates
Dataset creation
Panel stack and panels for Sales Performance App
Creating a Home page for Sales Performance App
Creating a profit pie chart for Home
Creating a revenue time series graph for Home
Creating KPI for Home
Creating a top 5 units sold bar chart for Home
Creating a Product page for Sales Performance App
Creating a Region page for Sales Performance App
Creating a Trend page for Sales Performance App
Creating a Customer page for Sales Performance App
Prompts in mobile applications
Views in mobile applications
Linking
Best practices
Dedicated vs unified design
Purpose, audience, and prototype
Extending mobile capabilities
Transaction services
Mobile SDK
Deployment
Summary
8. Data Discovery with MicroStrategy Desktop
Meet MicroStrategy Desktop
MicroStrategy Desktop interface
Building ad hoc schemas
Data mashup of Oracle and flat files
Data profiling of geography data
Building a dashboard
Line charts
Area charts
Bar charts
Bubble charts
Publishing the dashboard
Performing Pareto analysis
Performing cohort analysis
Deploying D3 visualization
Desktop versus Tableau
Summary
9. MicroStrategy System Administration
Managing MicroStrategy platform
Monitoring MicroStrategy
Deploying Enterprise Manager and collecting statistics
Project life cycle with Object Manager
Integrity Manager overview
System Manager overview
Activating Change Journal
Summary
10. Design and Implementation of the Security Model
MicroStrategy security overview
Users and groups
Privileges and security roles
Row-level security
MicroStrategy objects permission
Security design
Security model deployment
Building an advanced security model
Summary
11. Big Data Analytics with MicroStrategy
Hadoop and MicroStrategy
Hadoop architecture
MicroStrategy Analytics Platform over Hadoop
Hadoop and MicroStrategy use cases
Example of log file analysis in a Hadoop system
Configuring Hortonworks and MicroStrategy
Connecting Hortonworks with MicroStrategy
Setting up an ODBC connector
Setting up a MicroStrategy environment
Design your first Hadoop dashboard
Data wrangling
Splunk and MicroStrategy
What is Splunk
Splunk architecture
Splunk and MicroStrategy use cases
Deploying Splunk
Installing the Splunk ODBC driver
Creating reports from Splunk
Summary
12. MicroStrategy Troubleshooting
Meeting the MicroStrategy Community
Setting up MicroStrategy Health Center
Discovering MicroStrategy logs
How the DSSErrors file works
Overview of the MicroStrategy Diagnostics and Performance Logging tool
Contacting MicroStrategy Support
Exploring problems with security
Discovering data discrepancy issues
Summary
Mastering Business Intelligence with MicroStrategy
Mastering Business Intelligence with MicroStrategy
Copyright © 2016 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 authors, 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: July 2016
Production reference: 1250716
Published by Packt Publishing Ltd.
Livery Place
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Birmingham
B3 2PB, UK.
ISBN 978-1-78588-440-5
www.packtpub.com
Credits
About the Authors
Dmitry Anoshin is a data-centric technologist and a recognized expert in building and implementing business/digital analytics solutions. He has a successful track record when it comes to implementing business and digital intelligence projects in numerous industries, including retail, finance, marketing, and e-commerce. Dmitry possesses in-depth knowledge of digital/Business Intelligence, ETL, data warehousing, and big data technologies. He has extensive experience in the data integration process and is proficient at using various data warehousing methodologies. Dmitry constantly exceeds project expectations when he works for financial, machine tool, and retail industries. He has completed a number of multinational full BI/DI solution life cycle implementation projects. With expertise in data modeling, Dmitry also has a background and business experience in multiple relation databases, OLAP systems, and NoSQL databases. He has a technical blog at http://techbusinessintelligence.blogspot.ru/ and publishes his presentations at http://www.slideshare.net/dimoobraznii. In addition, he has written books for Packt Publishing, SAP Lumira Essentials and Learning Hunk. In addition, he reviewed the following books for Packt Publishing: SAP BusinessObjects Reporting Cookbook, Creating Universes with SAP BusinessObjects, and Learning SAP BusinessObjects Dashboards.
For my beautiful wife Svetlana, for my son Vasily, who is a champion of everything, and my daughter Anna, who is a little princess. Thank you for support. I love you!
Himani Rana is a senior data scientist and has been working as database developer and MicroStrategy specialist for multinational companies since 2007. She is currently pursuing her PhD in data mining and big data. She completed her master's in data mining and vehicular ad hoc networks. She has to her credit the following publication: http://ieeexplore.ieee.org/xpl/articleDetails.jsp?arnumber=6557928. Himani possesses in-depth knowledge of Business Intelligence and big data technologies. She specializes in insurance and financial data analysis because of her Chartered Insurance Professional (CIP) designation. In addition, she was a committee member and reviewer of Information Systems, Technology and Management (http://www.springer.com/gp/book/9783642291654) and 2011 Third International Conference on Advanced Computing (ICoAC) (http://ieeexplore.ieee.org/xpl/mostRecentIssue.jsp?punumber=6156880).
I would like to thank four pillars of my life: my father (V.K. Rana), my mother (Usha Rana), my husband (Rahul Jaswal) and my daughter (Samaira Jaswal), for their love and support. Also, I would like to thank everyone who helped me in completing this work.
Ning Ma is an experienced data analyst working in an insurance company. He is experienced with statistical modeling, creating executive dashboards, fraud detection, text mining and teaching. He is also knowledgeable about implementing predictive analysis in MicroStrategy. He enjoys helping business users discovering knowledge from data, by visualizing data patterns and testing hypotheses. He is passionate about producing easy-to-use data products to support business decision making. Prior to his current position, he worked in China doing IT and investment jobs. He did his computer science and economics undergraduate studies in Beijing, economics and finance graduate studies in Canada, and did research on quantitative finance in Canada. In his free time, he loves reading, electronic arts, and all kinds of outdoor activities.
I would like to express my sincere appreciation to Karen Kramer, who opened the door of MicroStrategy for me, and funded my advanced training programs. I am deeply in debt to Charlene Harris and Heather Morrison for teaching me applied MicroStrategy skills. I am also grateful to Neil Mehta for assembling the team together. I thank Dmitry Anoshin for being a great team leader, and a whip. I also thank Himani Jaswal for her help, Riddhi Tuljapurkar and Pranav Kukreti for giving me comments and for their amazing patience.
About the Reviewer
Felipe Vilela has worked for many years with system development, and then started working with BI/DW mainly using MicroStrategy. He worked with many companies in Brazil and the United States, implementing MicroStrategy projects, customizing and administrating the tool. He taught BI/DW and MicroStrategy to many companies using the company’s courses and MicroStrategy’s official courses. He also has a blog (www.vilelamstr.com) and is a guru in the MicroStrategy official community, Guru. He was one of the developers of MicroStrategy’s official app for MicroStrategy World 2016 Miami and he has the MicroStrategy’s MCEP certification.
First, I would like to thank God, who is my father and savior; my wife, who I love so much; my family, who are always there for me; and my friends.
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Preface
According to Forrester and Gartner, MicroStrategy is one of the leaders in the Enterprise Business Intelligence (BI) market. MicroStrategy constantly improves their BI product in order to meet the requirements of all sizes of businesses, from small businesses or startups and to worldwide international companies.
MicroStrategy 10 is an absolutely new product and has lots of new capabilities. It allows companies to quickly analyze their data and find business insights. It has rich functionality for all kinds of users, such as powerful desktop clients, in-memory technologies, and great visualizations capabilities. In addition, it supports modern trends of machine learning and data science because it can be integrated with analytical vendors such as SAS and IBM, and open source technologies, such as R and Python. Moreover, it allows us to use extended visualization libraries such as D3.js and others in order to create dashboards with the best user experience ever. In addition, MicroStrategy is a leader in mobile analytics, and offers the best solutions for mobile devices. Finally, MicroStrategy 10 was designed specifically for working with big data and big data technologies.
This book will be focusing on providing an extensive guide to plan how to design and develop complex BI architecture for real-world scenarios using MicroStrategy 10, best practices, and collected experience working with BI, predictive analytics, MicroStrategy, and big data.
What this book covers
Chapter 1, Getting Started with MicroStrategy, will talk about how to download and install MicroStrategy Analytics Enterprise as well as create a MicroStrategy repository. Moreover, the reader will learn about the various components of MicroStrategy as well as learn MicroStrategy architecture. In addition, the reader will meet the analytics project life cycle. Finally, the reader will learn about real-world business scenarios and deploy data marts in local databases.
Chapter 2, Setting Up an Analytics Semantic Layer and Public Objects, covers schema design; schema objects such as attributes, hierarchies, facts, and displays; and the parent-child relationship between these attributes. It will also cover public objects such as metrics, prompts, and filters, which are important in creating reports.
Chapter 3, Building Advanced Reports and Documents, explains the design of reports, documents, and interactive dashboards. It discusses advanced techniques such as creating banding and other custom groups using year-to-date or month-to-date transformations, and creating virtual attributes using consolidations.
Chapter 4, Advanced Visualization Techniques, covers graphical techniques of presenting data for analysis using maps, graphs, and advanced charts. Also, we will discuss integrating third-party ESRI map tools with MicroStrategy to create geo-based reports.
Chapter 5, Customization of MicroStrategy, will provide information about the MicroStrategy SDK and how to use it in order to customize the web interface or