20100506 aster data big data summit - microstrategy (shareable)

BUSINESS INTELLIGENCE WITH MICROSTRATEGY

Optimizing BI Delivery in

BI at Scale

CONFIDENTIALThe Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or

Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.1

Optimizing BI Delivery in

Conjunction with the Database

Matt Ipri, Director, MicroStrategy

Background

MicroStrategy Overview

• Founded in 1989

• Largest independent public BI vendor (NASDAQ: MSTR)

• In the Gartner “Leader Quadrant” for BI Platforms

• Selected by Forbes as one of the 200 Best Small Companies

• Over 1 million business users at over 3,000 organizations

• Direct operations in 41 cities in 23 countries across the world

• Over 1,800 employees worldwide; 20% are dedicated to R&D

• Over 50 patents pending or issued for MicroStrategy software



Atlanta

Boston

Charlotte

Chicago

Dallas

Denver

Los Angeles

Montreal

New York

San Francisco

Buenos Aires

Mexico City

Monterrey

Sao Paulo

Barcelona

Brussels

Cologne

Copenhagen

Frankfurt

Johannesburg

Lisbon

London

Madrid

Milan

Munich

Paris

Rome

Stockholm

Utrecht

Melbourne

Seoul

Singapore

Sydney

Tokyo

Seattle

Tampa

Toronto

Washington

Vienna

Warsaw

Zurich

• Over 50 patents pending or issued for MicroStrategy software

Background

Most Analysts Conclude that MicroStrategy is Best Overall BI Technology

Critical Capabilities for Business Intelligence

Reporting

MicroStrategy#1

MicroStrategy#1

IBI

#2IBI

#2

IBM Cognos

#3IBM Cognos

#3Actuate

#4Actuate

#4SAP BO

#5SAP BO

#5Actuate

#6Actuate

#6

SAS

#7

SAS

#7

Microsoft

#8

Microsoft

#8

Jaspersoft

#9

Jaspersoft

#9

Analyst Evaluation

James Richardson

Kurt Schlegel

Rita Sallam

10 Core Capabilities

Feb 2009

Customer Survey

Nigel Pendse

1,901 Companies

58 Countries

17 Major Categories

Feb 2009

MicroStrategy#1

MicroStrategy#1

Oracle

#2

Oracle

#2

Microsoft AS

#3

Microsoft AS

#3

Hyperion

#4

Hyperion

#4

Cognos AS

#5

Cognos AS

#5

Microsoft RS

#6

Microsoft RS

#6

Bus. Obj.

#7Bus. Obj.

#7Cognos RS

#7Cognos RS

#7Crystal

#9Crystal

#9SAP

#10SAP

#10

Analyst Evaluation &

Customer SurveyIBIIBI OracleOracle SASSAS HyperionHyperion MicrosoftMicrosoft


Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

MicroStrategy#1

MicroStrategy#1

BI Platform Capabilities Rating

Analyst Evaluation

Kurt Schlegel

Bhavish Sood

12 BI Capabilities

220 Distinct Criteria

April 2007

IBI

#1 tieIBI

#1 tieOracle

#1 tieOracle

#1 tieCognos

#4Cognos

#4SAP

#5SAP

#5Hyperion

#6Hyperion

#6

Bus Obj.

#7Bus Obj.

#7QlikTech

#8QlikTech

#8Panorama

#8Panorama

#8Microsoft

#10Microsoft

#10SAS

#11SAS

#11

Analyst Evaluation

Cindi Howson

Hands-on testing

100+ Criteria Tested

Q1 2009

MicroStrategy#1

MicroStrategy#1

SAP BO

#2SAP BO

#2Microsoft

#4 tieMicrosoft

#4 tie

IBI

#7IBI

#7QlikTech

#8QlikTech

#8

SAS

#4 tieSAS

#4 tieIBM Cognos

#4 tieIBM Cognos

#4 tieOracle

#3Oracle

#3

Customer Survey

Daan Van Beek

Norman Manley

70 Evaluation Criteria

Nov 2007

MicroStrategy#1

MicroStrategy#1

#2#2 #3#3 #4#4 #5#5 #6#6

Cognos

#7Cognos

#7Bizzcore

#8Bizzcore

#8Bus. Obj.

#9Bus. Obj.

#9SAP

#10SAP

#10Actuate

#11Actuate

#11

3

Other BI Tools

Make Use Only of Generic Database

Attributes

MicroStrategy

Aware of and Takes Advantage Database-

specific Attributes and Strengths

Background

MicroStrategy is a Database-Aware Business Intelligence Platform

MicroStrategy Other BI Tools



Generic DB

Attributes

DB-specific

Strengths

Generic DB

Attributes

DB-specific

Strengths

X

MicroStrategy Offers Specific Benefits in Integrating with Database Platforms

Generate Database-Specific SQLGenerate Database-Specific SQLQuery Faster

Give the DBA Detailed Levels of Control with

Hundreds of VLDB Settings

Give the DBA Detailed Levels of Control with

Hundreds of VLDB SettingsControl the Details



Push-Down Analytics and FunctionsPush-Down Analytics and FunctionsMove the Least

Amount of Data

MicroStrategy is Aggregate AwareMicroStrategy is Aggregate AwareArchitect Intelligently

DB-specific SQL Generation

MicroStrategy Generates SQL specific to the database being

accessed, even if multiple sources are being queried

MicroStrategy Generates SQL specific to the database being

accessed, even if multiple sources are being queried

• Syntax is optimized for each database platform

• Common syntax patterns are abstracted so that they can vary by

RDBMS (e.g., Create Temp Table Pattern = “create temp table #0#1

with no log #2”)



with no log #2”)

Operational

Databases

Data

Warehouse

MicroStrategy SQL Engine

Data

Warehouse

Departmental

Databases

DB-Optimized

Query

DB-Optimized

Query

DB-Optimized

Query

DB-Optimized

Query

Hundreds of VLDB Settings

There are more than 100 VLDB Settings and Properties

Available to the User

There are more than 100 VLDB Settings and Properties

Available to the User

• Key Categories of Settings include:

1. Query Optimizations

2. SQL Pass Optimizations (Multi-pass and Single-pass Optimizations)

3. Calculation Optimizations



3. Calculation Optimizations

4. Join Optimizations

5. Indexing Optimizations

• Many are for backwards compatibility when SQL generation changes

• Some change semantics; some change only syntax

• Some affect result data; some affect only query performance

• Some do not affect SQL generation at all

• A few apply only to specific database platforms

Optimized Push-down Analytics

MicroStrategy has a Huge Internal Analytics Library, but will

push down Calculations to the DB when Possible

MicroStrategy has a Huge Internal Analytics Library, but will

push down Calculations to the DB when Possible

• MicroStrategy Provides an Un-matched Library of Analytics OOTB, including:

• 40+ Basic Mathematical Functions & Operators (e.g., Sum, Avg, etc.)

• 20+ Date & Time Functions (e.g., “DayofYear”)

• 50+ Financial Functions (e.g., NPV, IRR, etc.)



• 50+ Financial Functions (e.g., NPV, IRR, etc.)

• 20+ Advanced Predictive Algorithms (e.g., Linear Regression, Tree

Regression, Neural Networks, etc.)

• And Hundreds of others…

• MicroStrategy also Provides the Ability to Define Any Custom Functions

• But to make best use of the DB power, MicroStrategy will push down analytics

as much as possible to the DB to perform calculations, joins, aggregations, etc

• This ensures that the LEAST amount of data is moved from the DB to the BI

layer

Aggregate Awareness

MicroStrategy provides the ability to detect and automatically

use aggregate tables in the data warehouse.

MicroStrategy provides the ability to detect and automatically

use aggregate tables in the data warehouse.

• MicroStrategy calculates the “size” of every table as it is added to the

metadata or model.

• The “size” is an integer number that represents the granularity or level of



aggregation of a particular table. It is not related to the physical size of the

tables (number of rows).

• It is calculated according to the attributes that are present in the table and

their position in their respective hierarchies. The higher the attribute level

smaller is its contribution to the logical table size.

• Based on this “size”, the MicroStrategy SQL Engine intelligently sources the

query to the table that will return the accurate results the fastest, using the

least resources and passes of SQL

Specific MicroStrategy Optimizations for Aster Data

• Aster Data nCluster-specific SQL syntax– RANK function

– OLAP functions

– Full outer joins

– Use of CASE expressions

• Multi-pass SQL for analytical sophistication– Partition key on intermediate tables

– SELECT INTO syntax for speed



• Extensions to Aster Data nCluster functionality– Aggregate awareness with physical summary tables

– Middle-tier caching via Intelligent Cubes

– Report caching

• Seamless support for key Aster Data nCluster features– Aster Data nCluster function library

– Can create views based on SQL-MapReduce and query from MicroStrategy

– Working integration with Aster Data SQL-MapReduce functions like nPath

10

Key Trends in Enterprise BI

1. Moving Intelligently Towards Enterprise BI1. Moving Intelligently Towards Enterprise BI

2. Extending BI to Operational Users2. Extending BI to Operational Users



3. Mobile Intelligence3. Mobile Intelligence

2. Extending BI to Operational Users2. Extending BI to Operational Users

Start Small & Fast

with MicroStrategy while:

Preserving the option to:

1. Grow to Any Scale

2. Grow to Any Level of Sophistication

Grow to

Any Scale

Key Trends in Enterprise BI: 1. Moving Intelligently Towards Enterprise BI

Start Small & Fast for Simple Projects, Preserving the Ability to Grow



Time

Exp

ert

ise

2. Grow to Any Level of Sophistication

And still have an infrastructure that is:

3. Highly Maintainable

4. Highly FlexibleStart Small & Fast

Key Trends in Enterprise BI: 1. Moving Intelligently Towards Enterprise BI

Metadata Portability Makes Merging Islands of BI Even Easier

Stage 1

Disparate Islands of BIAll Running on MicroStrategy BI

Enterprise HR Sales

Stage 3

Consolidating DataRe-pointing Metadata to the EDW

Enterprise HR Sales

Stage 2

Merge Metadata Leave Data Using MicroStrategy Multi-source

Enterprise



HR Sales

Finance

Dept

Fin

HR

Dept

Sales

Dept

Enterprise

DW

Finance

Dept

Fin

HR

Dept

Sales

Dept

Enterprise

DW

Sales

Dept

Enterprise

DW

Finance

Dept

Fin SalesHR

HR

Dept

13

Key Trends in Enterprise BI: 2. Extending BI to Operational Users

Traditional BI Models Only Support 20% of An Enterprise Population

20%

• Managers

• Analysts

• Information Workers

Well Supported by

Traditional BI

1. Constant access to computer systems

2. Time to learn BI systems

3. Time to analyze data

4. Time to run many different reports

5. Jobs that require new ad hoc reports



80% • Executives

• Line Managers

• Operational Workers

NOT Well Supported

by Traditional BI

1. Decision-makers, not report-makers

2. Do more, analyze less

3. Do not have enough time to learn or

use traditional BI systems

Easy to use… yet too little data


Operational Reports and Traditional Dashboards Are Not Sufficient

Sales Personnel

Customer Service

Consulting Mgrs

Line Workers

Store Managers

Field Engineers

Traditional Dashboards



Field Engineers

Claims Mgrs

Insurance Agents

Educators

Portfolio Mgrs

Factory Managers

Drivers

Technicians

Lots of data… yet no insight

Operational Reports

15

• Embedded Interactivity

• Hundreds of Views


Combine the Best Characteristics of Operational Reports and Dashboards

DashboardApp

Traditional Dashboards



• Compressed Data

• Micro-Database

Operational Reports

16


Key Characteristics of DashboardApps

DashboardApps are small self-running applications

ideally suited for operational workers:

� Contain a great range and depth of data

� Use highly graphical dashboard-like displays

� Contain hundreds of different views of the data



� Contain hundreds of different views of the data

� Are automatically “personalized” for every recipient

� Can be delivered via e-mail daily, weekly, or monthly

� Operate standalone, without any direct server access

� Require no BI training, no log ins, no software


Our Customers Are Beginning to Deploy a New Breed of Dashboard Application

Food &

Beverage

4,000 Store Managers30,000 DashboardApps delivered daily

Content: Store operations

Retail900 Store ManagersOne large DashboardApp distributed daily

Content: Store Ops, KPI performance, benchmarking

Financial 15,000 Branch Managers



Financial

Services

15,000 Branch ManagersOne large DashboardApp delivered daily

Content: Production data, Customer data, Financial

Financial Services

2,000 Bank branches employeesDashboard delivered daily

Content: Banking and retail operations

Retail3,000 Retail ManagersDashboard delivered daily

Content: Manage inventory, improve margins

18

Key Trends in Enterprise BI: 3. Mobile Intelligence

The Mobile Internet is the 5th Major Technology Cycle of the Last Half Century

Mobile Internet

Computing

Desktop Internet

Computing

Personal

Computing Mini

Computing

Mainframe

Computing

Desktop

Intelligence

Web

Intelligence

Mobile

IntelligenceScheduled

ReportingScheduled

Reporting




Mobile Intelligence Expands Inputs and Usability 4X

Multi-touch

Data manipulation

Geolocation

Proximity Search

Barcode

Reading



PC

Apps

Mobile

Apps

Orientation

and Motion

Voice Notes

Phone

PhotoResearch

Device Info

Exchange

Text pad

Notes

20


Mobile Intelligence Expands Information Opportunities by 10x

The

@Desk

Manager

• 1 hour in the office @ Desk

• Reports take 1 minute to run

• Time enough for 2 Reports per day

Office



The

Mobile

Manager

• 10 hours on the floor per day

• Targeted mobile queries take

seconds

• Any Decision, Anywhere

10X Impact

Office

21


Mobile Intelligence Expands User Opportunities by 100x

% Of Day

Available Mobile Phone Usage, 2010

100%



Available Mobile Phone Usage, 2010

5 Billion

World Population 7 Billion

Computer

Users

1 Billion

Mobile Intelligence will change how we work and live with:

Customers, Employees, Partners, Vendors, Investors

Mobile Intelligence will change how we work and live with:

Customers, Employees, Partners, Vendors, Investors22


Web Based Business Intelligence vs. Mobile Apps

Dashboards Micro-

Applications

Query & Reporting

WebIntelligence



Apps

Manager Revenue vs. Goal

Mobile BI

MobileIntelligence

To See, Do, and Learn More with MicroStrategy and Aster Data…

Reporting Suite – Free Reporting Software

Free software bundle gives you state-of-the-art reporting

View the Joint Aster Data – MicroStrategy Demonstration

For Users, Developers, and Administrators – See what the power of

MicroStrategy and Aster Data can do together.

http://www.asterdata.com/partners/microstrategy.php



Free software bundle gives you state-of-the-art reporting

www.microstrategy.com/FreeReportingSoftware/

Introduction to Enterprise BI – Free Hands-On Class

For Developers and Administrators - Learn about enterprise BI and the

MicroStrategy Platform at this complimentary 1-day class:

www.microstrategy.com/FreeBIclass

24

Documents

20100506 aster data big data summit - microstrategy (shareable)