Introduction to Dossiers: Storytelling and Collaborating · Storytelling and Collaborating 10.10 . 2 | P a g e CONTENTS ... Leveraging data visualizations _____ 30 Exercise 2.4: Add

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Introduction to Dossiers:

Storytelling and Collaborating

10.10

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CONTENTS

CONTENTS __________________________________________________________________________ 2

1 ____________________________________________________________________________ 4

CREATIVE AND COLLABORATIVE DATA DISCOVERY: DOSSIERS ________________________________ 4 Introduction to dossiers _______________________________________________________________________ 4

Agility for business _________________________________________________________________________ 6 Creating an analytical book of business: pages, chapters, and table of contents ________________________ 7

Pages __________________________________________________________________________________ 8 Chapters _______________________________________________________________________________ 8 Table of contents _________________________________________________________________________ 8

Exercise 1.1: Explore a dossier _______________________________________________________________ 9

2 ___________________________________________________________________________ 18

VISUALIZE YOUR DATA: BUILD A DOSSIER _______________________________________________ 18 Dossier data sources ________________________________________________________________________ 18

Exercise 2.1: Open a new dossier and import data ______________________________________________ 19 Design a first-class dossier ____________________________________________________________________ 21

Know your audience ______________________________________________________________________ 21 Design data with a defined order for clear business analysis _________________________________________ 21 Provide a summary overview on page 1 ________________________________________________________ 21 Avoid clutter to highlight important data points _________________________________________________ 22 Select appropriate data visualizations to convey meaning ___________________________________________ 22 Format for a visually appealing and unified design ________________________________________________ 23

Exercise 2.2: Format your dossier ____________________________________________________________ 25 Prompt follow-up action to enable decision making ______________________________________________ 26

Finding your way around a dossier _____________________________________________________________ 26 Exercise 2.3: Rename and add chapters and pages ______________________________________________ 29

Leveraging data visualizations _________________________________________________________________ 30 Exercise 2.4: Add a combo chart and KPI widget visualization _____________________________________ 31 Exercise 2.5: Add visualizations to the Trend over Years __________________________________________ 34

Narrow data through filters ___________________________________________________________________ 35 Filtering chapters _________________________________________________________________________ 36 Filtering pages and visualizations ____________________________________________________________ 37 Exercise 2.6: Use an area map to filter the Terminal Analysis chapter _______________________________ 40 Exercise 2.7: Create a grid on the Terminals Analysis page ________________________________________ 43 Exercise 2.8: Use the combo chart to filter the grid visualization ___________________________________ 43

3 ___________________________________________________________________________ 47

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SHARING ENTERPRISE INSIGHTS: MICROSTRATEGY LIBRARY ________________________________ 47 Engage with dossiers in MicroStrategy Library ____________________________________________________ 47 Verify and validate: Certified dossiers ___________________________________________________________ 49

Exercise 3.1: Certify the Product Sales Analysis dossier ___________________________________________ 50 Exercise 3.2: Share and view your dossier in Library _____________________________________________ 51

Personalize and manage your Library ___________________________________________________________ 53 Collaborate and communicate _________________________________________________________________ 55

Activity: Explore Library collaboration methods ________________________________________________ 57 Navigate through the Table of Contents _______________________________________________________ 57 Personalize filters _________________________________________________________________________ 58 Communicate with page-specific comments ___________________________________________________ 59 Drill to view data at different levels __________________________________________________________ 60 Exercise 3.3: Respond to user comments and update the dossier __________________________________ 61 Expand your audience: Additional sharing methods _____________________________________________ 63

4 ___________________________________________________________________________ 66

RESPONSIVE MOBILE DESIGN _________________________________________________________ 66 Dossier Mobile: Seamless design and deployment _________________________________________________ 66

Prioritizing the user experience _____________________________________________________________ 67 Native app development ___________________________________________________________________ 67 Library App: Responsive design ______________________________________________________________ 68 Touch-optimization _______________________________________________________________________ 68 Mobile preview in MicroStrategy Web ________________________________________________________ 69

Your mobile bookshelf: MicroStrategy Library ____________________________________________________ 69 Store and access multiple Libraries ___________________________________________________________ 71 Mobile collaboration ______________________________________________________________________ 73

5 ___________________________________________________________________________ 75

UNIFIED AUTHORING AND ______________________________________________________________ 75

ADMINISTRATION: WORKSTATION _______________________________________________________ 75 Workstation: A centralized and unified platform __________________________________________________ 75

Resources at your fingertips ________________________________________________________________ 76 Design and distribute dossiers ______________________________________________________________ 78 Connect to the cloud and on premises data storage: Access multiple environments ___________________ 78 Upload and prepare data___________________________________________________________________ 79 MicroStrategy administration: User and group management ______________________________________ 80

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1

CREATIVE AND COLLABORATIVE DATA DISCOVERY: DOSSIERS

Introduction to dossiers

Dossiers are MicroStrategy’s next generation data discovery interface. With dossiers, you can build a modern and interactive analytical book of your business. Each dossier consists of individual pages arranged in easy to navigate chapters. On each page, you can tell compelling stories about your data with powerful visualizations such as graphs and maps. To provide a guided analytical experience for end users, dossiers include a table of contents that helps you logically organize chapters and pages.

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1 Creative and Collaborative Data Discovery: Dossiers Introduction to Dossiers: Storytelling and Collaboration

Take, for example, a human resources dossier analyzing the company’s employee attrition. The executive audience wants to view overall attrition rates across the past year, while managers need to delve into the detailed analysis of why employees are leaving their departments.

To ensure the diverse audience can find the information they need, the HR dossier consists of three chapters – Attrition Rates, Detailed Attrition Analysis, and Upcoming Departures. The Detailed Attrition Analysis chapter is geared towards the managers. It consists of three pages – Departures by Department, Departures by Employee, and Reasons for Departure. Using the table of contents, users can navigate to the information they need quickly and easily.

In addition to online authoring and viewing in MicroStrategy Web, dossiers incorporate powerful collaboration methods and mobile capabilities with MicroStrategy Library. Create your dossier in Web, share your dossier to Library, and users can view content on any mobile device for a scalable, simple, deployment. With the MicroStrategy Library app, users can share and access their dossiers on the go. The app utilizes a responsive design with a touch optimized interaction, creating an optimized mobile experience.

Within Library, multiple users can write comments, tag other users, embed filters, and perform other interactions, making sharing business intelligence easier than ever. Through Library’s collaboration tools, you can ask questions, highlight trends, or call attention to specific data points by commenting directly within the dossier. By tagging people in discussion threads, you can send notifications to colleagues to alert them when their attention is required. You can also share a link to your “view” of a dossier, such as a filter to only see data from the North East region, to provide additional context.

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Introduction to Dossiers: Storytelling and Collaboration Creative and Collaborative Data Discovery: Dossiers 1

Agility for business

Dossier and Library encompass four fundamental business intelligence pillars business users leverage for successful and compelling data analytics: discovery, analysis, storytelling and collaboration.

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Creating an analytical book of business: pages, chapters, and table of contents

With a book-like layout, dossiers are formatted in a way that everyone can navigate. Each dossier has a consistent look and feel, so whether it’s your first or 50th time analyzing data in a dossier it is easy to understand. The chapter and page layout eliminates adoption barriers for both authors and consumers of dossiers.

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Pages

Dossier’s page feature allows you to logically display data in a way that makes sense for end users. Group related data together to provide a guided analysis of your business intelligence.

You can place visual representations of the data (called visualizations) grouped by a specific category on each page to make the data easier to interpret. As in our earlier example, the first page in the Attrition Rate chapter, titled Overall Attrition Rate, includes a line graph detailing attrition over time, a bar chart displaying attrition by department, and a map displaying attrition by office location.

Chapters

As in a novel, dossiers contain chapters for ease of navigation as related dossier pages are grouped by chapter. In a dossier analyzing different types of social media campaigns, the chapter titled Facebook contains three pages -- Overview, Likes, and Comments. Since pages all include analysis on the company’s Facebook page, the dossier author groups them in a chapter. Grouping pages of related data into chapters simplifies the search for pertinent information from the end user’s perspective.

If you are familiar with Visual Insights dashboards, dossier pages are equivalent to dashboard panels, while dossier chapters are analogous to dashboard sheets.

Table of contents

The simple eBook style table of contents allows users to browse across dossiers easily. The table of contents is auto-generated in a standard format, dossier designers do not need to create any additional objects. As a designer, you can drag and drop pages and chapters to logically organize your business content. End users can see a top-level view of all content without having to follow all

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navigation paths -- they can quickly jump to any page of the dossier with relevant information.

Exercise 1.1: Explore a dossier

In this section we will explore a dossier created for the following requirements:

• An overview that allows executives to understand the volume of passengers over the years

• The trends in passengers count for the same month year over years

• Terminal Utilization over years .

Using these guidelines and enterprise data, your business analysts created a comprehensive dossier with two chapters and three pages, as outlined in the Table of Contents below.

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In this exercise, you will log into MicroStrategy Library to view the Airport Statistics dossier

Access the MicroStrategy EDW environment

Log in to MicroStrategy EDW

1 Open Internet Explorer 2 Use the following URL:

https://bimobile.dfwairport.com/MicroStrategy/servlet/mstrWeb

3 In the Login MicroStrategy Web page, select LDAP Authentication if not already selected .

4 In the User Name and Password boxes, type the DFW Airport network login credentials.

5 Click Login. A page with the list of projects accessible to your login displays. For Example:

Open Project DFW EDW

6 Click on DFW EDW to open the project

https://bimobile.dfwairport.com/MicroStrategy/servlet/mstrWeb

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You will arrive at the EDW DFW Project Home page.

Launch the dossier in MicroStrategy Library

1 Right click on the Airport Statistic dossier, click Share.

2 From the Share pop-up box, click Library Link.

3 Select Launch under the URL to launch your Library.

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4 Log in to MicroStrategy Library using your User Name and Password

provided using LDAP

5 If you are using a Chrome browser, a pop up appears requesting permission to

show notifications. Click Allow. This gives Library permission to send notifications to your desktop when a comment is added or a change is made to dossiers in your Library.

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Explore the Airport Statistics dossier

You are now on page one, chapter one of the Airport Statistics dossier. This page provides an overview of KPIs (key performance indicators) : Average passengers per month, volume of passengers for the lowest month and highest month. This page also displays the passenger counts over time.

1 Library allows users to manipulate filters created by the dossier author to

customize their view of the data. Your business analysts added several innovative filtering options to this dossier.

• You would like to view data from Fiscal Year 2015 to 2017. Click the filter

icon to view the filters for this chapter. The dossier author added one filter -- fiscal year. The current view is set to all fiscal years.

• Click the Fiscal Year filter, then click Clear All then select 2015, 2016 and 2017 and click Apply.

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• Click Apply to apply the filter to the page. Notice the numbers on the left have changed and the map has reloaded to reflect 2015 - 2017 numbers. Filters in the Filter menu are applied by chapter -- the remaining pages do not reflect the changes you have made here.

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2 Click on the table of Contents to navigate to the Trends page in the Volume Chapter.

3 The second page displays the trends of passenger volume for the same

fiscal month across years

4 Click the Table of Contents icon to view all dossier pages and chapters.

• From the Table of Contents, select the Utilization Chapter.

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You are now on the Terminal Utilization page of the Utilization Chapter.

5 The bar chart shows the number of flights for every direction (Deplaned/Explaned) from and to each terminal over the fiscal years.

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2

VISUALIZE YOUR DATA: BUILD A DOSSIER

Dossier data sources

MicroStrategy makes it quick and easy to tap into, blend together, and visualize data of all kinds. From personal spreadsheets and cloud-based data sources like Facebook and Salesforce to big data sources like Hadoop, you can import over 70+ data sources into your dossier. MicroStrategy can connect to any enterprise resource that your business has already invested in, such as AWS and existing databases. The data you choose will serve as the basis to build your pages.

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2 Visualize your Data: Build a Dossier Introduction to Dossiers: Storytelling and Collaboration

Once you upload your data, you can wrangle, or clean, the data to evaluate its quality and usability, then manipulate your data to fit your needs before using it in a dossier.

Exercise 2.1: Open a new dossier and import data

In this exercise, you will create a new dossier for your company, DFW Airport, titled Concessions. The dossier will analyze gross receipts, including analysis by terminal, location section and years.

In this exercise, you will open a new dossier, then import data.

Open a new dossier

1 On the MicroStrategy Tutorial home page, click Create, then click New Dossier.

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Introduction to Dossiers: Storytelling and Collaboration Visualize your Data: Build a Dossier 2

Add a dataset

1 On the Dataset panel under Add data, click New Data.

2 In the Connect to Your Data window, select File From Disk .

3 Click Choose files.

4 Select the Concession Yearly Gross Receipts.xlsx file and click Open.

5 Click Finish.

6 Click Select.

You have now successfully added a dataset to your dossier.

7 Click File, then select Save As.

8 In the Save in drop down menu, select My Reports.

9 In Name, type Execise 2.1.

10 Click OK.

11 Click Run newly saved dossier.

12 From the menu, click File, then Close to return to the My Reports folder.

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Design a first-class dossier

Know your audience

Who is going to view your dossier? Is the executive monitoring overall financial information or do sales representatives need to view their individual statistics? Keep in mind that each kind of viewer may need additional context to the data story depending on their business role. Defining your audience before building your dossier ensures your message will be effectively communicated.

Design data with a defined order for clear business

analysis

Dossier pages and chapters allow designers to logically group related data. The table of contents then helps end users navigate through that related content.

Grouping like data together will allow users to navigate through the information easily, notably when multiple users from different levels or departments are viewing the same dossier.

Provide a summary overview on page 1

Your dossier’s first page should provide a high-level overview of the dossier data. Then, the pages that follow should provide logically grouped details to support the overview information on page 1. This gives viewers a quick assessment of the data and helps add contexts to the in-depth analysis within the dossier.

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For example, in a dossier analyzing Help Desk tickets for an IT firm, page one can provide a high-level overview of each key metric, such as resolution rate and wait time. The subsequent pages will contain further analysis on each KPI.

Avoid clutter to highlight important data points

Each object on your dossier page should only be included to convey your business message. All useful information should be clear to users at a glance. Here, you can take advantage of the unique dossier features. For example, use pages to separate different data points, or create a map filter instead of adding a map visualization. With dossiers, you can create filters that are contained on a separate filter panel to help make best use of the real estate on the actual dossier

page. In the example below, the dossier author added a map visualization where you can select office branches to narrow the data on the chapter to show only information for the selected office branch.

Select appropriate data visualizations to convey meaning

Choose visualizations that immediately show the end user the important data points. Data should be the focus -- make sure there is a purpose for your visualizations. For example, to track changes over time a simple line graph may

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work more efficiently than a complex 3D pie chart. In the bar graph below, users can easily compare each location’s profit per year at a glance.

To learn more about visualizations, take the Visual Data Discovery - Visual Insights

10.113 course.

Format for a visually appealing and unified design

The use and selection of color when designing dossiers can improve the readability of charts, drawing the users’ attention to important changes, trends,

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and measures. You can format font and colors for your dossier that are applied to each page, or format specific visualizations.

From the Format menu, you can choose from a list of predefined color palettes or create your own. These color palettes will apply to the entire dossier, however you can select Format Object from the Format menu, or select the Format panel to change a visualization’s formatting. In the example, below, the Number of Order Requests and Quantity of Items Sold visualization is selected.

Choose from options such as adding trend lines, changing the font size and color, and displaying a graph’s legend.

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In the exercise below, we will apply formatting to the entire Product Sales Analysis dossier.

Exercise 2.2: Format your dossier

The Product Sales Analysis dossier pages will contain visualizations with titles. The first page will have three separate visualizations. You want to format your dossier to ensure users have visual cues distinguishing each visualization by adding borders around the visualization’s containers and increasing the title font size.

Increase the title font size

1 From the My Reports folder, open the Exercise 2.1 dossier.

2 Click Format from the toolbar.

3 Select Dossier Formatting.

4 Under Title, change the font size to 14.

Add container borders

1 Under Container, change the Border Style to Thick.

2 Change the color to Grey-50%.

3 Click OK.

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4 Click the Save icon to save your changes, then click OK.

Now all pages in your dossier are formatted with container borders and size 14 visualization titles.

Prompt follow-up action to enable decision making

Once you distribute your dossier to your audience, users should share new information and feedback to continue the conversation. Dossiers support a highly collaborative environment which we will explore later in the course. Dossiers include the following features to promote real time collaboration:

• Add comments

• Tag other uses

• Embed filters to narrow data in the comments

Finding your way around a dossier

The dossier interface is comprised of panels that allow for simple drag and drop design.

• Contents panel: Contains the dossier table of contents. Edit, add, and remove pages and chapters. You can also add a thumbnail image for the dossier on

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this panel. This helps to identify dossiers once added to Library. For example, add an image of a map for a dossier analyzing geographical performance.

• Datasets panel: The datasets for the dossier are contained here. You can also add new data through this panel.

The Format, Filter, and Editor panels are stacked next to the Dataset panel. Flip between these three panels to customize your visualizations and chapters.

• Editor panel: Drag and drop data into the Rows, Columns, and Metrics

boxes to add the data to the visualization on the selected page.

Rows, columns, and metrics are the most common boxes, however different visualizations will sometimes have different requirements. For example, a Heat Map visualization will include a Color By box to color each rectangle to represent its relative value.

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• Filter panel: This panel allows you to apply filters to limit and specify the data visible on the dossier chapter. You can use metrics, attributes, or visualizations to filter the data.

• Format panel: Customize your visualization’s font and the container around the data.

• Visualization Gallery: Available visualizations are listed here. Hover over an icon to see the visualization name and data requirements.

• The toolbar above the visualization container (the content of the dossier page) gives you several options to add items to the page.

Add a visualization.

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Add a filter to the page to target visualizations. In the example below, users can click the buttons listing each sales region to filter the visualizations below it to see data for only that region.

Add text.

Add an image.

Add HTML.

Exercise 2.3: Rename and add chapters and pages

To ensure your audience can find relevant content in the Product Sales Analysis dossier, in this exercise you will edit and add chapter and page names.

Rename and add a chapter

1 Open the Exercise 2.1 dossier.

2 Right-click Chapter 1 in the Contents panel and select Rename. Type Sales

Summary.

3 Click the Add A Chapter icon on the toolbar. The new Chapter 1

appears in the Contents panel.

4 Right-click Chapter 1 and select Rename. Type Trend Analysis.

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Rename and add pages

1 Right-click Page 1 of the Sales Summary chapter in the Contents panel and select Rename. Type KPIs.

2 Right-click Page 1 under the Trend Analysis chapter and select Rename.

Type Trend over years.

3 Right-click Trend over Years and select Insert Page. Page 1 appears

below the Trend over Years page.

4 Right-click Page 1 and select Rename. Rename the page Terminals

Analysis.

5 Click the Save icon on the toolbar. Then click OK. Your Table of Contents

should match the image below.

Leveraging data visualizations

Data visualizations are grids, graphs, and other displays placed on the dossier pages that make your data interactive and easy to interpret. Data visualizations convey concepts to your audience at a glance without asking them to pore over spreadsheets or reports. Dossier visualizations can be interactive - end users can drill down into charts and graphs for more detail or use visualizations to filter

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data. In the example below, the bar charts show the revenue and forecast clearly for top ten and bottom ten accounts.

Some uses of visualizations include:

• Identify areas that need improvement

• Predict sales volume

• Compare revenue over time

Exercise 2.4: Add a combo chart and KPI widget visualization

In this exercise, you will add area map and KPI visualizations to the 2016 KPIs page on your dossier. The purpose of the first page of your dossier is to give users an overview of 2016 performance. The combo chart will display cost and revenue across 2016 to see trends across the year. The KPI widget will display Profit, Revenue, and Cost for 2016 to display nicely formatted key performance indicators.

Add the combo chart

1 Open the Exercise 2.1 from the My Reports folder.

2 Select the KPIs page.

3 From the Visualization Gallery, click the Combo Chart icon .

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4 From the Datasets panel, click and drag the Transaction Count and Gross Receipts metrics into the Vertical box.

5 Click and drag the Fiscal Year attribute into the Horizontal box.

6 To combine the bar graphs, click the Combo Chart icon in the visualization

gallery. The combo chart now shows Gross Receipts by Fiscal Year with a bar graph and Transaction Count through a line graph.

7 To add another visual data indicator to your combo chart, click and drag Gross

Receipts from the Datasets panel to the Color By box. The bars and line are now shaded by Gross Receipts: the darker the bar the higher the Gross Receipts.

8 Drag Square Feet from the datasets panel into the Tooltip box. Now, when

users hover over either a bar or line, they will see the key metrics for that data point.

9 To rename the combo chart, double click the title, Visualization 1. Type Key

Performance Indicators.

10 Save your dossier.

Add the KPI widget

1 From the toolbar above the combo chart, click the Add Visualization icon three times.

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2 Click and drag the new visualizations so they are below the combo chart.

3 Select the container for Visualization 1.

4 From the Visualization Gallery, click KPI Widget .

5 From the Dataset panel, drag Gross Receipts to the Metric box in the Editor Pane

6 Select the container for Visualization 2 and click KPI Widget from the

Visualization Gallery.

7 From the Dataset panel, drag Square Feet to the Metric box in the Editor Panel.

8 Select the container for Visualization 3 and click KPI Widget from the Visualization Gallery.

9 From the Dataset panel, drag Transaction Count to the Metric box in the Editor

Panel.

10 Select the Cost KPI widget. On the Format panel , clear Show title bar.

Repeat this step for the other KPI widgets.

11 Click the Key Performance Indicators container and hover over the bottom of the container. When the white double arrow appears, drag the

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bottom of the container downward so the chart takes up the majority of the page.

12 Save your dossier.

Exercise 2.5: Add visualizations to the Trend over Years

In this exercise, you will add a bubble chart to display dollars spent versus transaction count over years.

Add a bubble chart

1 Select the Trend over years page.

2 From the Visualization Gallery, click Bubble Chart .

3 Click the Editor panel to view the drop boxes for the chart’s metrics and attributes.

4 From the Datasets panel, drag the Gross Receipts metric into the Vertical

box. The further up the bubble is , the more dollars were spent that year.

5 Drag the Transaction Count metric into the Horizontal box. The further to the right of the graph the bubble is, the more transaction took place that year

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6 Drag the Fiscal Year attribute into the Break By box. Now, each bubble represents an individual Year.

7 Drag Fiscal Year into the Color By box so each year is assigned a different

color.

8 Double-click the title Visualization 1. Type Trend over years.

9 Save the dossier.

Based on the Bubble Chart, is there a correlation between transaction Count purchased and dollars spent?

Narrow data through filters

Knowing your audience is an important dossier design step. At times, you may have a diverse audience that needs to see different views of the dossier data. For example, for a dossier tracking patient referrals from a primary care practice, each service line leader only wants to see data for their business. So, you can add a customizable filter so the cardiology group can view cardiology referrals, surgery can view surgery referrals, and so on. With that in mind, dossiers have innovative filtering options to limit and customize the data displayed on any metric or attribute.

In addition to filtering on specific attributes and metrics, dossier designers can add visualizations as filters in the Filter pane for highly contextual and intuitive filtering without using valuable page space. In the example below, the dossier

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author created a bar graph of the company’s sales departments. The user has selected 8 departments from a bar graph to filter his data on the dossier chapter.

End users can utilize filters in MicroStrategy Library when viewing your dossier to view the information they need to see, then send those results to other users.

Filtering chapters

You can create filters (including visualizations as filters) that target each page within a chapter using the Filter panel. In the example below, the Revenue and Forecast chapter has two filters -- World Region and Year Quarter. These filters can only be applied to the Regional Analysis and Forecast by Age chapters.

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The Global Pipeline chapter include a Region and Direct Manager filter.

Filtering pages and visualizations

To further customize the data displayed in your dossier, you can apply filters to pages and specific visualizations. All the different types of filters interact with each other. For example, a visualization can be targeted by both a chapter filter and a page filter. Both filters determine what the visualization displays.

Use the filter options below to narrow data at the page or visualization level:

• Linking pages. With this feature, you can select a visualization on one page to filter or highlight visualization(s) on other pages. To create this filter, click the three vertical dots in the corner of the visualization container, then click Select Target.

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In the example above, a bar chart with quarters is selected as the source filter. The designer can then select visualizations on the next page to be the target of that filter. When a user selects a bar on the source graph, only data for that quarter will be visible in the graphs in the target page.

• Drilling within visualizations, meaning you can view the data at a summarized or higher level. For example, you can drill up from city to state, or down from year to quarter. Right-click the desired data point, then hover over Drill to view drilling options.

• Insert a filter into the dossier page using the Filter icon on the toolbar. The filters can be formatted as selectors (buttons, text searches, drop down, radio buttons, or sliders) on the dossier interface itself, and can target other visualizations on the canvas. After clicking the Filter icon, drag any attribute or metric to the filter container on the page. From there, you can customize the filter display style, for example, choose between a drop-down list or check boxes.

End users can click the options shown to narrow the data on the page. The example below contains two page filters -- radio buttons to view museums

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and monuments with free admission, and a button bar to choose between museums and monuments.

• Narrow the data displayed on the target, without allowing the end user to update the filter selections. For example, you can add a filter on a bar graph to show only revenue from 2016 and it will not affect the other visualizations on the same page. To create this filter, click the three vertical dots in the corner of the visualization container, then select Edit Filter.

Use the table below to decide which type of filter meets your needs. (The target of a filter is what the filter updates or changes.)

End Result

Target of the Filter

Filter Type

Use a visualization to filter the

target

All pages in a chapter Visualization-as-a-filter at the chapter level

• Create a new visualization in the Filter

panel

Specific visualizations

on a page

Visualization-as-a-filter at the page level

• Use an existing visualization on the

same page as the target

• Select attribute elements

• Compare metric values to a

specific value or range of

values

All pages in a chapter

Object filter at the chapter level

• Create an object filter on the Filter panel

Specific visualizations

on a page

Object filter at the page level

• Create a stand-alone filter

Use a visualization on one page

as a link to jump to and filter the

target

A specific visualization

on another page

Page-to-page filter

• Use an existing visualization that has an

attribute in common with the target

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End Result

Target of the Filter

Filter Type

Narrow the data displayed on

the target, without allowing the

end user to update the filter

selections

A specific visualization

Designer filter

• Edit the filter on the target to create a

qualification

The elements of a business attribute are the unique values for that attribute. For example, 2016 and 2017 are elements of the Year attribute, while New York and London are elements of the City attribute.

Exercise 2.6: Use an area map to filter the Terminal Analysis chapter

Add a Terminal Map and click on terminal location to filter a grid on Terminal

Add the Terminal Coordinates Data

Before adding data to the map, you need to add a State attribute.

1 Open Dossier Exercise 2.1

2 Add Data. Select New Data.

3 Import file from disk. File Name = Terminal Coordinates.xlsx

4 Link Terminal to Terminal in other Data Set.

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Create an area map filter

1 Click on Trend over years page. Click the Filter panel.

2 Click the three dots next to the chapter name in the Filter panel. Click Add

Visualization Filter.

3 From the Visualization Gallery on the right, click Map .

4 Click and drag the Latitude attribute into the Latitude box.

5 Click and drag the Longitude attribute into the Longitude box

6 Click and drag the Terminal box to the Tooltip Box.

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7 To rename the filter, double-click the title, and type Filter by Terminal.

8 Click Save at the top of the tool bar.

Interact with the visualization filter

1 On the Filter panel, click Click here to start selection.

2 Click the Freeform Selection Tool at the top left of the map panel.

3 Draw a circle around the Terminal B.

4 Click Done at the top of the map. The Bubble Graph is now filtered for Terminal B only.

5 Save the dossier.

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Exercise 2.7: Create a grid on the Terminals Analysis page

For the final dossier page, we will add a simple grid to view the gross receipts of each terminal. In this exercise, you will see how the visualization filter interacts with all the pages in a chapter.

Add a grid and edit the visualization filter

1 Click the Terminals Analysis page.

2 Select Grid from the Visualization Gallery.

3 From the Datasets panel, drag Terminal into rows and Gross Receipts into metrics.

4 Double-click the title, Visualization 1, and type Gross Receipts by Terminal.

5 Click the Filter panel. Notice that the visualization filter is still showing data for

only the Terminal B.

6 Click Filter by Terminal.

7 Click Terminal A on the map, then select Done. The filter now only shows

data for Terminal A in the Terminal Analysis chapter.

8 Click back to the Trend over years page. Notice that the bubbles on the chart are only for Terminal A.

9 Click the KPIs page. The filter has not been applied here, instead we see data

for each state.

10 Save your work.

Exercise 2.8: Use the combo chart to filter the grid visualization

An manager is interested in seeing gross receipts by Terminal broken down by month. However, the grid should only show two columns as most users want to view data for a specific year. To do so, in this exercise you will link the combo chart in the KPIs page to the grid on the Terminal Analysis. These two pages are in different chapters. This will allow a user to select a year on the bar chart to have the grid only display data for that bar’s year.

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Clear the map visualization filter

1 Click the Terminals Analysis page.

2 On the Filter Panel, click the three dots next to Filter by State.

3 Select Unset Filter. The filter has been cleared for the Trend Analysis chapter and data is shown for all Terminals.

Link the combo chart and grid visualizations

1 Use the Table of Contents to navigate to the KPIs page.

2 Click the container for the Key Performance Indicators visualization.

3 Click the three vertical dots on the corner and click Select Targets.

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Notice the blue bar at the top -- the Key Performance Indicators is the source to filter a visualization of your choice. Within the Table of Contents, the KPIs page has the source symbol next to it.

4 Click the Terminals Analysis page from the Table of Contents.

5 Click the grid visualization to select it as the target for the filter.You now see

the Targets symbol next to it

6 Click Apply on the top right corner to apply the filter. You return to the 2016

KPIs page.

Now the KPIs and Terminals Analysis pages are linked -- you can use the combo chart to filter the grid. In the steps below, you will use the bars in the chart to filter the grid for a specific year.

Filter the chart to 2017

1 Right-click the 2017 bar on the combo chart, then select Go to Target.

The grid now shows data for only 2017.

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2 To clear the filter, click the Clear filter icon on the top right corner of the grid visualization.

3 Select Clear All.

4 Save your dossier. Select File from the toolbar, then Close to return to the My

Reports folder.

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3

SHARING ENTERPRISE INSIGHTS: MICROSTRATEGY LIBRARY

Engage with dossiers in MicroStrategy Library

Once you complete your dossier, you’ll want to share your insights across your enterprise and encourage feedback. However, as is the case many times, your

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client is in another city, your boss is on the road, and a meeting with your busy

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2 Sharing Enterprise Insights: MicroStrategy Library Introduction to Dossiers: Storytelling and Collaboration

schedules can’t seem to happen in the near future. How can you ensure all key players review your findings? With MicroStrategy Library, everyone can easily interact with dossiers through a unified landing page.

MicroStrategy Library provides a simple visual library to find the dossier content you and your colleagues need. From tagging users in comments to a fast and efficient search bar, MicroStrategy Library makes sharing business intelligence simple. You can also share documents in Library to streamline distributing all your MicroStrategy objects. Away from the office? You can also access your Library on the go with Dossier Mobile, which will be covered in the next chapter.

To launch your Library, simply click MicroStrategy Library on the toolbar in MicroStrategy Web. This chapter will cover adding dossiers to your Library and how to utilize Library’s interface. Additional features of the Library home page will be covered in the Mobile chapter.

You can store all types of MicroStrategy data displays in Library. For more information on documents, take the Advanced Documents 10.413 course.

Verify and validate: Certified dossiers

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Introduction to Dossiers: Storytelling and Collaboration Sharing Enterprise Insights: MicroStrategy Library 3

When making business decisions based on data, data governance, which is the overall management and integrity of data across the enterprise, is a critical asset. To ensure accuracy within MicroStrategy Library, users with a certifier role have the ability to certify a document, dossier, or dataset. This offers an easy way to implement governance across a self-service deployment and makes it clear for business users which content is tied to trusted data sources.

For example, a financial services firm employs a business analyst that certifies the data in her company’s dossier is clean and accurate. She tests the data and when she finds the data is good to go, she certifies the dossier in Library, letting her colleagues know the dossier has been fact checked.

With the dossier you created, the Chief Sales Officer at Book Worms Online has been granted the Certifier role for the company’s MicroStrategy platform. Once he certifies your Product Sales Analysis dossier, the company understands the content is accurate and has the seal of approval. Certified dossiers help to maintain a single version of truth, while providing flexibility for authoring content with multiple users.

Exercise 3.1: Certify the Product Sales Analysis dossier

1 Navigate to the My Reports folder in MicroStrategy Tutorial.

2 Right-click any dossier.

3 Select Properties.

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4 Select the box next to Certified.

5 Click OK. Your dossier is now certified.

Exercise 3.2: Share and view your dossier in Library

Add a thumbnail

To quickly identify dossiers in your Library, you can add a cover page thumbnail. Choose from MicroStrategy stock images or add a web URL or custom images.

1 Open the Exercise 2.6 dossier from the My Reports folder.

2 Make sure the Table of Contents is in List View. If it is in Tab View, click the

Table of Contents icon and select List View.

3 Click Change Cover under the Contents panel.

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4 Select one image 18-13/36.jpg and click Save.

5 Save the dossier.

The image now appears under the Contents panel and will be the thumbnail image in Library.

View your dossier in Library

1 From the menu, click Share, then select Get a link to MicroStrategy Library.

2 To automatically launch your Library, select Launch.

To share with other users, you can either select Email Link or copy the link to your clipboard.

You are now viewing your dossier in Library.

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3 On the top of the dossier, you will see a message that says You have not added the dossier to your Library. Click Add to Library.

4 Click the Library icon in the top right corner to view your virtual bookshelf.

You are now in your Library home page. Here, you can search for and select the dossier you would like to view. This page serves as your virtual bookshelf to store your MicroStrategy dossiers and documents.

5 Click the Information icon on the bottom right of your dossier. Here, you

can see details such as the description, as well as export the dossier as a PDF or .MSTR file. Notice the dossier also displays the Certified icon.

Dossier design is an iterative process - your manager might want you to add a new page, a colleague posts a comment requesting a filter by state, or you decide to change a bar graph visualization to a heat map. When you're in Library, you can quickly jump into Web edit mode of your dossier without needing to navigate to Web. To return to Web, Click the Information icon, then click the Edit icon and Web will open in a new tab.

Personalize and manage your Library

As you add more dossiers and other MicroStrategy objects to your Library, you'll want to manage and personalize your virtual bookshelf. To make your Library easy to navigate, you can sort your dossiers by name, date added, date updated, or date viewed. Additionally, you can rename or delete dossiers in your Library. These options are available when you click the user ID icon (for this class, the user ID is U) and select Manage My Library.

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Using the option in the Settings Menu for Web, and by long tapping on Mobile, you can expose a menu to manage objects on your Library.

On the Settings page, you can:

• Rename dossiers

• Delete dossiers

• Download dossier caches for Mobile

To help find the data you need, use Library’s powerful search options. Use key words to find dossiers, metrics, attributes, pages, visualizations, and chapters in your Library. In the example below, we wanted to find information on revenue for

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Office Royale. By typing “Revenue” in the search bar, we see the Chapter with revenue, metrics, and a visualization with Revenue in the title.

Collaborate and communicate

When interacting with dossiers in Library, you will want to share and keep track of your feedback on the presented information. You may want to ask the dossier author questions about a specific page, or show your colleague sales revenue in Nebraska in 2016. Instead of sending emails or having a discussion via instant messages, you can have these conversations directly on the dossier pages, not lost in an inbox.

Through Library collaboration, you and your team can:

• Gain new insight on your analytics through reading other user's thoughts and conclusions.

• Share findings with your colleagues in real time, not in another email thread.

• Add comments to specific users by tagging them with @user_name.

• Reach out to subject matter experts and have a conversation alongside your data visualizations.

• Share a link to your "view" of a dossier, such as your current filter settings, to provide additional context by using @filter in your comment.

Anyone who has access to a dossier through Library can ask questions, highlight trends, and share their current filter state with others. Once you tag users in comments or invite them to view a dossier, they can receive real-time

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notifications via email, browser banners, page and library alerts, or push notifications on their mobile device.

The notifications icon will display a red circle when you receive a new comment or are invited to a dossier, ensuring you won’t miss anything. Similarly, when a new comment is added to a dossier page, the Comment icon will show a

red circle .

To view the comments and the page side by side, you can pin the comments pane

to each page by clicking the Pin icon in the Comment panel. Use this view to interact with dossier pages, such as change data views through filters or drilling, and read or add comments without needing to reopen the comment panel.

When you make specific changes to the dossier in your Library, such as drilling or adding a filter, those changes are saved in your Library’s version of the dossier, but you can use the Reset icon to return to the original view.

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In the activity below, you will delve into some of the collaboration features Library offers.

Activity: Explore Library collaboration methods

Now that you've finished your dossier design, you've given the analysis to regional sales managers to help them understand the overall business of the company and their specific territories in 2016.

You're now the Regional Sales Manager - Southwest Division at Book Worms Online. In this activity, you will explore the Product Sales Analysis dossier to take a closer look at your business metrics for 2016.

Navigate through the Table of Contents

As a dossier designer, you set up your pages and chapters to help logically guide end users through your dossier. Follow the steps below to navigate the Table of Contents in Library.

Navigate the table of contents

1 In your Library home page, click the Product Sales Analysis dossier to open it.

2 Click the Table of Contents icon in the upper right corner. Then select Items Purchased.

3 Click the Table of Contents icon again. Select Sales Summary. Because this chapter only has one page, the title of the chapter is displayed in the table of contents.

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Personalize filters

While viewing a dossier in Library, you can edit any of the filters authors have added to a chapter. This allows you to customize your view of the data points.

You noticed that Texas is the darkest blue state in your region, indicating the highest profit in the Southwest for 2016. This is great to see -- in 2015 Texas’s sales were down 20% from 2014 and had the lowest profit in the Southwest.

You want to take a closer look at the data to see what subcategories had the highest profit in Texas. You also want to understand if one customer is driving the profit or if it is an overall trend for all Texans purchasing your products.

Use the area map to filter for Texas data

1 Click the Table of Contents and select the Items Purchased page.

2 Click the Filter icon on the top right corner of the tool bar.

3 To edit the filter, click Filter by State.

When designing the dossier, you applied filters to the Item and Subcategory Analysis chapter, then cleared it to show data for all of the US. If you had left the filter on, users in Library would see the data points you filtered for. In Library, users can edit any filters designers added to the dossier.

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4 In the Area Map, select Texas.

5 Select Apply in the Filter Data box. The bubble chart on the Items Purchased page and the grid on the Subcategory Analysis page now only show data for Texas. Now, you can determine if customers overall are spending more in Texas or if one individual is driving the profit and what products are garnering the most profit.

Communicate with page-specific comments

The Comments feature in Library gives viewers the opportunity to add input to each dossier page. Use the Comments area to give context to a dossier, such as explaining any nuances to the data, and interact with other users by tagging them in comments. You can embed filters in the comments as well, allowing you to show other users’ specific data points. Though comments appear on a page-by-page basis, filters will be applied to the entire chapter.

You would like your manager to view the data for Texas to show him how profitable 2016 for Texas was in a previously tough market. In the steps below,

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you will embed the Texas only filter you created to a comment on the Item and Subcategory Analysis chapter.

Embed the Texas filter in a comment

1 Click the Table of Contents and select the Items Purchased page.

2 Click the Comments icon.

3 Click in the Add Comment box.

4 Select the Filter icon in the comment box. Double-click on the word filter in

the comment box and type Click here to view Texas only data.

5 Click Post. Your comment is now visible in the comments section of the Items

Purchased page.

6 To view the filter as another user, first click the Reset icon on the top left of the toolbar, then click Yes.

7 Click the Table of Contents and navigate to the Items Purchased page.

8 Click the Comments icon, then click the blue Click here to view Texas only

data link. The Texas filter has now been applied.

Drill to view data at different levels

As within MicroStrategy Web, Library users can drill to other levels of the data. Simply right-click on a component of a visualization, such as a bar or line, and select Drill to view the available levels.

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Drill within the combo chart

1 Click the Table of Contents and select the Sales Summary chapter.

2 Right-click any of the bars in the combo chart.

3 Hover over Drill and select Category.

The visualization now shows Profit, Revenue, and Cost for the selected month. Notice the level is labeled above the visualization.

4 To further narrow your data, right-click Electronics, hover over Drill and

select State.

Now, the visualization shows the key metrics for the electronics category for the selected month by state.

5 Click the Reset icon, then select Yes. The dossier has returned to the original

settings.

Exercise 3.3: Respond to user comments and update the dossier

As the Product Sales Analysis dossier designer, you've been tagged in multiple comments in Library. Your team has given you great feedback on the Sales Analysis dossier. While reading through page comments in Library, a couple of colleagues in sales have requested a filter by city to the Sales Summary chapter. You agree this would be helpful, and it would be a quick fix to add this filter. In this activity, you will use the Edit link to return to MicroStrategy Web and add the filter.

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Navigate to the Edit link

1 From any dossier page, click the Library icon to return to the Library home page.

2 the Information icon on the Product Sales Analysis thumbnail.

3 Click the Edit icon. A new browser tab will launch with the Edit mode of

MicroStrategy Web.

Add the City filter to the Sales Summary chapter

1 Select the 2016 KPIs page from the Table of Contents.

2 Select the Filter panel.

3 Select the City attribute from the Dataset panel and drag the attribute into

the Filter panel.

Change the filter display style

4 To change the filter display style from a search box to check boxes, click the

three vertical dots next to City.

5 Select Display Style, then select Check Boxes.

6 Save the dossier.

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Add a comment in Library to alert others to the new filter

1 Select the browser tab with your Library. If you do not have the tab open, use the Share menu in Web to launch your dossier in Library.

2 Navigate to the 2016 KPIs page. Click the Filter icon to view the city filter.

3 Click the Comment icon and type @MSTR User, the city filter has been added to the Sales Summary page, then click Post to add your comment.

Expand your audience: Additional sharing methods

Library allows you to directly share dossiers with colleagues and clients. The Share menu, pictured above, shows different sharing options. You can direct users to the dossier in Library by inviting users directly to the dossier, copying a link, or

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sending an email with the dossier link. Alternatively, you can export the dossier as a PDF or MSTR file.

When you export a dossier to PDF, you can customize the specifications to share a specific view of the dossier. Customization options include page orientation, page size, page header and footer visibility, and exporting a specific visualization.

Using the MicroStrategy Web Share link, you can embed your dossier into a web page. You can use single sign on for user authentication so viewers on your website do not need to log in to interact with the dossier. For more information on embedding dossiers, take the SDK for Customizing Analytical Applications 10.213 course.

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4

RESPONSIVE MOBILE DESIGN

Dossier Mobile: Seamless design and deployment

Accessing business intelligence on the go is essential as we rely more and more on mobile devices to stay connected. Whether you’re traveling to a client site, on the shop floor, or attending a conference, it is imperative to have data at your fingertips. With the MicroStrategy Library App, connecting to your intelligence anywhere is easier than ever.

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4 Responsive Mobile Design Introduction to Dossiers: Storytelling and Collaboration

Dossiers allows you to view content seamlessly across web and mobile tablets without needing to use code or make significant changes to your web-based dossier. Build your dossier once and deploy it everywhere. After you’ve added a dossier to your Library, simply open the MicroStrategy Library app in your tablet, login, and search your Library to find the content you need. With mobile phones, use your web browser to view dossiers in Library.

Prioritizing the user experience

The Library app is designed with user experience top-of-mind. The features below enhance usability, accessibility, and user interaction with dossiers and MicroStrategy Library on their mobile devices.

Native app development

The Library app is native for iOS and Android, meaning the app has been developed specifically for each of those platforms. Because of this, dossiers interact with and take advantage of device-specific features and the latest technology, such as GPS and Touch ID.

Using long swipe, you can sort charts in ascending or descending order. Long and/or double tap displays a filtering menu with Keep Only, Exclude, or Drill options. You can also use free form lasso options to multi-select elements in visualizations

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Introduction to Dossiers: Storytelling and Collaboration Responsive Mobile Design 4

Library App: Responsive design

Dossiers include a built in responsive design that eliminates the need for a different design and development for each unique device. Dossier components, such as visualizations, filters, images, and notification panels are automatically resized and arranged for optimal display on tablets. In addition to the changes you can make as a dossier designer, dossier on mobile devices automatically rearranges layout components to fit different factors, such as screen size and position, for optimal viewing.

Touch-optimization

The Library App incorporates a touch-optimized interface for enhanced navigation and filtering. The mobile design works in intuitive and predictable ways, for example, tap a slice of a pie chart to view more information or drill to another data level, or use right/left swipes to navigate to the next page. In the image below, the analyst is using the lasso tool to select a group of data points on a bubble chart.

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Mobile preview in MicroStrategy Web

When designing your dossier in Web, you can preview each page in Mobile view to ensure the content is optimized for mobile consumption. See if any changes need to be made before viewing on a device. For example, you can group visualizations together for a better fit on a tablet screen.

Your mobile bookshelf: MicroStrategy Library

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MicroStrategy Library’s mobile component provides the same features as your web-based Library, providing parity across platforms. As with Library in a web browser, in the mobile Library home page, you can:

• Store multiple files in you Dossier Folders.

• Sort by name and date to personalize your dossier organization.

• Use key words to search for dossiers, chapters, and pages.

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• Find more detailed information, download, share, and delete a dossier without needing to open the file. Simply tap the information icon on the dossier thumbnail.

• Receive and view notifications of updates made to your Library and dossiers.

Store and access multiple Libraries

For those working with multiple clients using MicroStrategy, such as public relations mangers and consultants, the ability to access different client's data at a moment's notice is crucial.

For example, as a digital marketing manager at a large firm, Finn works with several clients building dossiers to analyze their advertising campaign performance. Using his Library app, much of his time is spent on the road presenting to clients in meetings and on webinars. While on-site with Tarry Electronics, he has a presentation with the CFO, followed by a conference call with Drake Books, then another meeting with the CMO at Terry Electronics. During his

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busy day, Finn needs to be able to switch back and forth between his MicroStrategy Libraries on his tablet quickly and efficiently.

With the Library app, you can access more than one Library environment without needing to log in again or reconfigure your app to a different Library. With two taps on your Library menu, you can quickly toggle between Library environments.

There are two ways to add Library environments to your Library app:

• When another user sends you a link to a newly shared Library (not a single dossier), the environment is automatically added to your My Libraries list.

• In iOS tablets, you can manually add a new Library using the following steps:

1 Under the Options menu, select Advanced.

2 Tap Add New Server

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3 Add the server details, then select Back to return to the Advanced Setting menu

4 Close the menu. The Library is available in the My Libraries list.

An environment is a collection of servers involved in the same MicroStrategy-specific task. An environment consists of an Intelligence Server, or a cluster of Intelligence Servers, together with any MicroStrategy Web servers or Mobile Servers that are associated with the Intelligence Server.

Mobile collaboration

Collaboration on the Library app leverages both Library collaboration in Web and native mobile capabilities. Want to start a discussion with colleagues who are currently online? Have a question for the dossier creator? Click the Comment icon, then type an @ symbol to view active users and the dossier owner.

When typing a comment, you can use predictive text to make adding a filter and tagging a user simple. Tap either the @Filter or @User to add text to your

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comment, then type either the filter name or user you’d like to tag between the parenthesis.

Similar to browser notifications in web, with the Library app you can receive

in-app and push notifications to alert you in real time when a user tagged you in a comment as either a banner, which appears at the top of the screen automatically, or as an alert, which requires an action (such as swiping up) before proceeding. You can edit these settings in the Settings menu, Notifications of your tablet.

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5

UNIFIED AUTHORING AND

ADMINISTRATION: WORKSTATION

Workstation: A centralized and unified platform

Many business roles today are fast paced and dynamic, with employees rarely working on the same project every day. A banking business analyst may need to analyze data, share compelling information and solutions, and implement new procedures or trainings for multiple bank sites. With that in mind, MicroStrategy

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4 Unified Authoring and Administration: Workstation Introduction to Dossiers: Storytelling and Collaboration

Workstation provides you the tools to accomplish multiple goals all in one platform.

Workstation is a unified tool that combines the power of MicroStrategy Library, user management, and content authoring into a single user experience. Use Workstation to generate insights offline or when connected to the server. You can access dossiers, reports, Library, documents, datasets, and user management in Workstation. If you need assistance or have questions, you can access Workstation tutorials and MicroStrategy Community right from Workstation.

Resources at your fingertips

To get started, you can access live resources directly in Workstation. Select Getting Started under Resources to watch video tutorials, such as connecting to an environment, how to build a dossier, and refreshing a dataset. You can also view sample dossiers to provide you ideas to help you create your best in class dossier.

Have more questions or want to learn more about MicroStrategy from product experts and other MicroStrategy users? Select Community under Resources to access MicroStrategy Community forum. Leverage the MicroStrategy community to ask questions, download visualizations, and add your ideas. For example, type dossier into Search to view articles, ideas, and discussions on dossiers.

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Design and distribute dossiers

Workstation provides a parallel authoring and sharing experience with MicroStrategy Web. Adding a dataset to Workstation, or connect to an environment to build your analytical story with the dossier design interface.

To share your content, right-click the dossier’s icon in the dossier area of Workstation. Select Share, then you can send a link, send the dossier to Library, or download the .MSTR file.

Connect to the cloud and on premises data storage: Access multiple environments

Through Workstation, you can connect to and search multiple environments, allowing you to access different projects and datasets from a single interface, known as Live Mode. While some MicroStrategy users choose to locally host their data, MicroStrategy also provides cloud storage through Amazon Web Services (AWS). Enterprises can deploy and manage the full MicroStrategy platform on dedicated AWS infrastructure.

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To allow Workstation to access your environment, you connect Workstation to your Intelligence Server. You can either use a .mstrc file or the environment URL. Then, sign in using your MicroStrategy login credentials.

The MicroStrategy Intelligence Server is the architectural foundation of the MicroStrategy platform which shares objects, data, manages the sharing of objects and data, and protects the information in the metadata.

Thinking back to our banking analysts, they can connect to multiple bank environments to access the information they need all in one place. When connected to your environment, you can access your datasets, reports, dossiers, and documents. Reports and datasets open as a new dossier, while documents open in Library.

Upload and prepare data

To build your dossiers in Workstation, in addition to connecting to enterprise environments to access data, you can upload data from over 70 sources. Just as in Web, you can wrangle the data to ensure usability and accuracy.

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Introduction to Dossiers: Storytelling and Collaboration Unified Authoring and Administration: Workstation 5

In the image above, all datasets, including those already in an environment, are accessible through the Datasets menu. Right-click a dataset to create a new dossier, edit the data, and refresh the data, among other options. When you double-click a dataset from Workstation, a new dossier window opens.

MicroStrategy administration: User and group management

In Workstation, administrators can create a group of users, providing a convenient way to manage a large number of users. Instead of assigning privileges to hundreds of users individually, privileges can be assigned to all of the users at one time, as a group. Administrators can manage who views MicroStrategy and how, per each environment.

Administrators can assign the following roles:

• Consumer: Can only view and collaborate on a dossier or document that they have access to.

• Analyst: Can author dossiers and reports.

• Application Administrator: Can access all application specific tasks, such as database and user management.

• Certifier: Can certify objects in addition to the authoring capabilities.