microstrategy overview

Esercitazioni BI e presentazione dello strumento: Microstrategy

Roberto Zerbini Gennaio 2015

Agenda

• Microstrategy Organic Architecture - 2hours

• Coffee Break – 15 minutes

• Metadata Unified Model – 1,5 hours

• Coffee Break – 15 minutes

• Hands-on: Microstrategy project overview, OLAP and Visual Insight experience - 2 hours

BI Eras

Excessive Costs for Operations

Isolated Applications Non-Overlapping Users Isolated Development Teams Simple Data Access Departmental-scale Operations Departmental-scale Administration

Conflicting Versions of the Truth Multiple User Interfaces Conflicting Development Teams Repetitive Data Access

Excessive Costs for Admin

Single Version of the Truth Single User Interface Coordinated Development Optimized Data Access FTE-efficient 24x7 Operations FTE-efficient Admin at Scale

Business Intelligence Platform

Reporting Dash-boards

OLAP Analysis

Advanced Analysis Alerting

BI Applications

Operations AnalysisSupply Chain Analysis

Sales Analysis

Risk Analysis Market Basket Analysis

Product Management

Data Warehouses and Operational Systems

Data Feeds

OperationalSystems

SAP DataWarehouse

(Oracle)

DataMarts

BI Applications

The 5 Styles of BI

Dashboards &Scorecards

EnterpriseReporting

Visual & OLAP Analysis

Data Mining &Predictive Analysis

Mobile Apps & Alerting

• Ad Hoc Analysis• Predictive Analysis• Data Mining

• Visual Exploration • Slice & Dice Investigative

Analysis• Root Cause Determination

• Page-perfect Operational Reporting

• Pixel-perfect Business Reporting• Print-perfect Statements &

Invoices

• Dynamic Dashboards• Operational Scorecards• Metrics Management

• Mobile Applications• Massive Information Distribution• iPad, iPhone, BlackBerry, email• Exception-based Alerts

The 5 Styles of BI

The 5 Styles of BI

ANALYSIS

REPORTING

MONITORING

Incr

easin

g An

alyt

ic So

phist

icatio

n &

User

Inte

ract

ivity

Advanced Analysis

OLAP Analysis

Enterprise Reporting

Scorecards & Dashboards

Alerts & Proactive Notification

Increasing Number & Range of UsersInformation Analysts • Business Managers • All Workers • Extranets • Customers

5 STYLES OF BI FUNCTIONALITY USED TO REPORT, ANALYZE, AND MONITOR

Dashboard

Print-perfect Operational Reports• Via Web and Print• Easy Navigation Through Hundreds of Report Pages• Parameter Prompting Lets Users Specify Report Content

Page-perfect Invoices and Statements

• On-line Billing Applications

• Statements• Other Page Forms

Pixel-perfect Business Reports• Created by Business Users, not IT• Integrated Tables and Graphs• Powerful Reports for Presentation or Publication

Enterprise reports

High-volume, high-efficiency information distribution engine…

To E-mail To Printers To File

BI Platform

Reports & Dashboards

… that also allows delivering the right information to the right person at the right time

Alerting

OLAP Analysis

Total Revenue and CostsIn Jan 2009 and Jan 2010At Top 10 Revenue Stores

Single-click OLAP Manipulations Allow People To Slice-and-Dice a Subset of Data To

View It from Many Different Perspectives

Relational OLAP Architecture Allows People To ‘Drill Anywhere’ in The Entire Relational Database – Across All

Dimensions and From Summary Level To Transactional-level Detail

Drill Anywhere withAdvanced Relational OLAP Analysis

Slice and Dice withBasic OLAP Analysis

Geography

Prod

ucts

Time

Revenue for Laptop ComputersIn 2010At All Stores

Revenue for All ElectronicsIn 2009 and Q1 2010At Stores in the NE Region

Familiarize Visualize Analyze & Explore Insight

FinishVisual Data Discovery Start

Data

Visual Analysis

DETERMINEWHO IS

LIKELY TO …

Achieve RevenueStay in BudgetRespondPurchaseDefraudBe ProfitableOn Time

Note both Linear Prediction and Seasonal Prediction Lines

Typical Predictive AnalysesBased on Regression Techniques

Powerful Predictive AnalysesBased on Data Mining Techniques

Linear RegressionLogistic Regression

Tree Regression

Decision TreeClustering

Time SeriesAssociation Rules

Neural NetworkRule Set

Support Vector MachinesEnsembles of Models

Predictive Analysis

Analytic Producers

Ana

lytic

al C

ompl

exity

Analytic Consumers

User S

cale

• Trained in modeling and coding

• Use a variety of tools

• Want their favorite tools

• Look for the truth

Analytical amateurs

Power users of BI tools

Want to use the right tool

Look for the business edge

Make the daily decisions

Some may be power users

Most need simple tools

Look for actionable information

Data Scientists Business Analysts Business Users

Back Office

Front Line

Advanced Analysis

Mobile

Mobile Business Intelligence Revolutions How, When, and Where Information Is Consumed

Mobile

3. Information Functionality• PDF, Video, ePub, web• Graphic Design quality output• Portals, Libraries, Boardbooks

2. Transactional Functionality• Write to Databases• Write to operational systems• Submit new data• Update existing information

1. Analytical Functionality• Mobile BI• Exploration and Manipulation• Grids and Graphs• Data Visualizations

Graphs Alerting Data Visualizations

DataExploration

Desktop Publishing

PDFs ePubs VideoBrowserContent

EditableGrids

Approvalmgmt.

PaymentsGrids Mapping

Mobile Intelligence Apps are a Combination of Three Different Types of Mobile Functionality

architecture delivers all 5 Styles of business intelligence on a unified backplane of common services and through a single Web and Mobile architecture

Microstrategy

Organic Platform

Modules

Intelligence Server

• Architectural foundation of the MicroStrategy platform, central contact point to the metadata

• Dynamically assembles the metadata objects to create optimized, multi-pass SQL queries for every major relational database, HiveQL queries for Hadoop distributions, and MDX queries for multidimensional data sources

• It accesses and joins data from multiple data sources, such as data warehouses, operational databases, multidimensional (cube) databases, and even Web services and flat files

• Manages users,system security, data security, and user functionality access

• A clustering option is available with Intelligence Server that increases scalability, and provides fault tolerance with automatic failover

I-Server Options

MultiSource Option

•Allows users to seamlessly report, analyze, and monitor corporate data across multiple data sources through a single multi-dimensional view of the business

•Employs a Multi-source Relational (ROLAP) architecture that pushes calculations and all data joins down to the database utilizing the power of the database management system

Clustering Option

•Intelligence Server that allows a group of Intelligence Servers running on separate machines, called nodes, to work together as a single logical system

•Provides high availability and high performance for heavily-loaded, mission-critical business intelligence systems

Report Services

MicroStrategy Report Services is the enterprise reporting engine of the MicroStrategy BI platform. With fully integrated reporting, analysis and monitoring as well as intuitive What-You-See-Is-What-You-Get (WYSIWYG): •Mobile Applications – highly interactive apps that deliver business intelligence, transactions, and multimedia content to the mobile workforce

•Dashboards and Scorecards – highly visual, interactive, pixel-perfect displays that provide “at-a-glance” view of the enterprise using gauges, dials, KPIs, and visualizations

•Visual Insight – visual exploration of data with a large library of interchangeable visualizations and speed-of-thought filtering to help you spot outliers and anomalies in your data quickly

•Enterprise Reports – classic production reporting requiring print-perfect layout with data organized and aggregated into hierarchies or bands of increasing finer detail

•Invoices and Statements – page-perfect layouts designed for billing applications and statutory reporting

•Business Reports – any report format, usually combining graphs, detail data, and often explanatory text,used to describe business performance

OLAP Services

• Adds in-memory data functionality to the standard ROLAP functionality of the MicroStrategy BI platform.

• Creates and manages Intelligent Cubes, a multi-dimensional cache structure that speeds up access to the data your users use most

• The analysts can manipulate report objects, create derived metrics, group rows, and modify filter criteria on the fly

Intelligent Cubes

User Response Time

TerabyteDatabase

CacheHit

ROLAPQuery

In-memoryROLAP Query

Num

ber o

f Rep

orts

ROLAP Cache

In-memoryROLAPQueries

In-memoryROLAP Cubes

User Security & Prompt Resolution

Cache EngineROLAP DB

Queries

DatabaseWorkload

0%

0:00a 3:00a 6:00a 9:00a Noon 3:00p 6:00p 9:00p 12:00p

ETLWindow

Average UserWait Time (sec)

0

5

10

20

40

80

160Wait Time

BEFORE

Wait Time

0%

100%

DatabaseWorkload

3:00a 6:00a 9:00a Noon 3:00p 6:00p 9:00p 12:00p

Average UserWait Time

0:00a

ETLWindow

0

5

10

20

AFTER

Intelligent Cubes

Enterprise• Self- Subscription: End-users can subscribe themselves to automatically receive any MicroStrategy report or dashboard

• In any format: HTML, Excel, PDF, Flash, CSV, Plaintext, Zip

• Deliveries can be through e-mail, networked printers, or computer file folders

• Distributions can be triggered immediately (Send Now) or based on schedules, on events, or based on a personal alert condition

• Users can also Subscribe Others to receive distributions within the workgroup, department, or enterprise wide

• Every person can manager his/her subscriptions

Department

Subs

crib

e O

ther

s

Send Now On EventOn Schedule On Alert

Reports Dashboards

E-mailPrintersFolders

Subs

crib

e Se

lf

Workgroup

Distribution Services

Transaction Services

• Provides write-back capabilities from Report Services documents, it writes-back to ERP and other operational systems via Web services using XQuery; and to databases via freeform SQL

• The predominant use is in Mobile BI Apps, and it also works from Web-based DHTML documents.

• Allows users to perform any of the following three actions: update data, insert new information, or delete existing records

Web

• MicroStrategy Web provides a powerful and user-friendly environment for interactive analysis through any Web browser

• Contains report and dashboard viewing, formatting, exporting, pivoting, sorting, drilling, and ad hocquerying to WYSIWYG design and creation. Using advanced Web technology including xHTML, CSS, AJAX,Flash, and JavaScript

• All of its functionality through a cookie-less, zero-footprint Web client without using ActiveX or Java Applets resident in or downloaded to the Web browser

Mobile

MicroStrategy’s platform for mobile apps enables organizations to build a wide variety of essential mobile apps:

•Business intelligence – view corporate data through interactive, visual dashboards

•Transactions – enact data-driven decisions from BI data, or input information for surveys and operational systems

•Multimedia content – distribute presentations, brochures, and videos to employees, customers, and partners

Office

• Delivers MicroStrategy reporting and analysis to Microsoft Excel, PowerPoint, and Word using Web services

• For business users who want to use Microsoft Office for their BI interface

• Office offers outstanding offline analysis capabilities, once back online, MicroStrategy Office refreshes the files with the latest data with just one mouse click while preserving the analytical and formatting work

Development Tools

• Web Professional: Web WYSIWYG design and creation, easy to use business user focused

• Desktop: An advanced development and analysis interface for creating BI applications intended primarily for analysts, power users, and application developers, Desktop is an equally powerful BI interface for the most advanced analysts who aggressively investigate the data to uncover valuable insight. Desktop provides a full range of analytical functionality for reporting, datamining and predictive analysis, statistical analysis, financial analysis, mathematical analysis, set analysis, and time series analysis

• Architect: Rapid development tool that creates the metadata objects that map the physical structure of a database to a logical, object-oriented model of the business. Architect employs a graphical interface and editors to link the enterprise’s business model to the physical database tables and columns

• SDK: Primarily used for integrating MicroStrategy functionality into other existing systems

Administration Tools• Object Manager: Comprehensive development environment is a change

management tool that manages the application development lifecycle by assessing the impact of changes to the application, and migrating these changes across development, testing, and production environments

• Enterprise Manager: Enables analysis of resource utilization, project performance, user statistics, and trends to facilitate performance tuning and resource planning

• Command Manager: Enables script-based administration and maintenance of objects, security, and system configuration for large user communities using textual commands

• Integrity Manager: Automates the detection of inconsistencies and errors so that business users can rely 100% on the accuracy of their information. It compares each dashboard or report, comparing its data, SQL, graph, Excel, PDF output

• System Manager:Replacing manual, multi-step BI administrative processes with automated workflows

Interactive Reporting, Analysis, Scorecards & Dashboards Alerting & Proactive Notification

Relational Data Warehouses Oracle DB2 SQL Server Sybase

Teradata Informix NonStop Netezza

Cube Databases SAP BW Hyperion Essbase Microsoft AS TM1

Operational DBs and Non-Relational Data(Excel, CSV, ERP)

Design & Administration

MicroStrategyNarrowcast Server

E-Mail PrintersFile Servers

MicroStrategy Web

MicroStrategy Mobile

Mobile DevicesWeb Browsers Web

ServicesPortals

MicroStrategy SDK

MicroStrategy Architect

MicroStrategy Desktop

MicroStrategy Command Manager

MicroStrategy Integrity Manager

MicroStrategy Enterprise

Manager

MicroStrategy Object Manager

MicroStrategy Intelligence ServerMicroStrategy OLAP Services

MicroStrategyReport Services

MicroStrategy Multisource Option

MicroStrategy Transaction Services

MicroStrategy Clustering Option

MicroStrategy Mobile

MicrosoftOffice

MicroStrategy Office

MicroStrategy Distribution Services

MicroStrategy Web Services

MicroStrategy Health Center

Logical Architecture

Roadmap

SAP

BW

Data

Mart

Data

Warehouse

Operational

Database

(CRM, RFID)

Operational

Database

(ERP)

Operational Databases Decision Support Databases

Integrated Backplane

Services Oriented Architecture

Web BrowsersEnterprise

PortalsMicrosoft Office

Scor

ecar

ds

& Da

shbo

ards

Repo

rting

OLAP

Adva

nced

Anal

ysis

Aler

ts &

Pro

activ

e

Notif

icat

ion

Integrate Backplane

• The aim is to reach a single version of truth

• Is comprised of multiple layers of well-defined objects, with each layer serving as the foundation upon which to build the next

• Enables the sharing of these objects across MicroStrategy reports by providing a central repository for all object definitions and maximal reusability

Reports, Scorecards, Dashboards

ReportComponents

BusinessAbstraction

DataAbstraction

MicroStrategy Metadata

Metadata

DATA SOURCESAccess all corporate data sourceSchema neutrality, Database Optimizations

DATA ABSTRACTIONInsulate business constructs from data sourcesTables, Attributes, Facts, Hierarchies, Transformations

BUSINESS ABSTRACTIONBuild reusable report componentsMetrics, Filters, Prompts, Templates, Custom Groupings

REPORT DESIGNAssemble insightful, visually appealing reportsLayout, Format, Calculations

Metadata Layers





Data Abstraction

TablesRepresent the physical tables from the database

Facts Represent numeric information that are the basis of business measures and key performance indicators

AttributesRepresent descriptive information that provide context and define the summarization level of calculations

Dimensions (Hierarchies)Represent logical groupings of attributes that describe the business model

TransformationsProvide time period comparisons for business measures

Data Abstraction





Business Abstraction

Business Abstraction

Metrics: These are business measures and key performance indicators

Filters: Qualify the report content and identify the subset of the data warehouse to be included in a report

Templates: Define report format; specify the attributes, metrics, and display properties contained in a report

Prompts: Allow users to choose the information to be displayed in a report on the fly

Custom Groups: Define arbitrary groupings of attribute elements in a report, and represent data groupings that do not exist in the data warehouse itself

SubscriptionPreference

Part of aSecurity Profile

Parameter orPrompt Selection

Included in Another Filter

Included in a Metric

Included ina Report

AlertCriterion

Example:Top Stores

Filter

Object Reusability

REPORT DESIGN

Layout

Format

Calculations

REPORT COMPONENTS

Parameterization

Templates

Filters

Autostyles

BUSINESS ABSTRACTION

Metrics

Hierarchies

Custom Groupings

Transformations

DATA ABSTRACTION

Attributes

Facts

Tables

Aliases

Range of Metadata Elements Used in Reports

Other BI Technologies

Report-

Specific

Components

Reusable

Metadata

Components

Report-

Specific

Components

Reusable

Metadata

Components

MicroStrategy

Object Reusability

Built-in Funcitons





Report Design

Reports

• Report is a specific business user question abstracted as a set of attributes, filtering conditions, metrics, and sub-totals, and sent to the data-warehouse for processing.

• Consist of two components: a template and a filter. A template, which consists of attributes and metrics, is an abstraction of the fields requested by the user where as a filter is a condition imposed.

• Reports are fully interactive allowing users to toggle between grid and graph mode, rearrange report layouts by pivoting rows, columns and pages, change the formatting, sort the columns,add subtotals, and create new calculations in the report.

Documents

Documents are a compilation of reports or datasets, with a highly formatted display. Documents are built with attributes and metrics from different reports or datasets in a single interface. MicroStrategy classifies documents into 3 categories:

•Mobile Apps: Mobile app uses a document object at its core, and is built on top of the one of the number of Mobile specific document templates

•Interactive Dashboards: Dashboards combine large numbers of reports into a document into a layout provides interactive, visual way to consume information about business performance

•Enterprise Reports: These reports are very detailed and typically have hundreds of pages, with different levels of subtotaling

Visual Insight

• A Visual Analysis is a presentation of large data volumes as intuitive data visualizations

• Instead of looking through rows and columns of data, a user can see their data in a visual format and quickly derive insights by adding attributes and metrics onto the visualizations

Business Users Create Prototype Dashboards

IT Creates Dashboards from Prototypes and Publishes

Frontline Workers Gain Valuable Business Insights

Amplify Business Insights Throughout the Enterprise

Business User & IT

Best Graphic

Logical Architecture

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