Reporting in MicroStrategy Desktop and web

Reports that show your business data are the objective and aim of business intelligence. Reports help you to gather business insight through data analysis. The findings shown in any MicroStrategy reporting tool study are also a starting point for further investigation.

Open a report in MicroStrategy Desktop:

Follow the steps above to log in to MicroStrategy Desktop.

  • In the Folder List on the left, expand MicroStrategy, expand Public Objects, and expand Reports.
  • Open the Subject Areas folder.
  • To get in-Depth knowledge on Microstrategy you can enroll for a live demo on Microstrategy training

Open a report in MicroStrategy Web:

Follow the steps above to log in to MicroStrategy Web

  • Click the MicroStrategy icon and pick Shared Files.
  • Expand Topic Areas, increase Revenue and Productivity Research, and then press the Category Sales Report to run the study and see the sample data results.

Components of a report in MicroStrategy Desktop

A standard grid report in MicroStrategy capabilities are in the image below.

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  • Columns and Rows:

Rows represent business concepts, typical report columns represent financial calculations that are important to the business, such as inventories, sales, costs , profits, wages, etc. MicroStrategy calls such measurements “metrics” such measurements.

  • Cells:

Each cell on a report contains a single value which is generated by calculating data collected from somewhere in the data source of your organization. In a reporting environment, that data is the focus of the business analysis.

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Forms of Reporting:

You may view a report on the MicroStrategy from different perspectives, depending on the type of research we wish to do.

  • Grids:

The most commonly used type of report is a grid report. Grid View displays grid reports using a cross-tabular, formatted display of the report data.

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To see a report in Grid view, pick Grid from the View menu

  • Graph:

A graph report is a visual format representation of the data that can help you easily see overall trends, identify medians and exceptions, and so on.

The following figure shows the Bar Graph Style Graph View of a study.

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To view a report in Graph view, select Graph from the View menu

  • Combined Grids and Graphs:

Grid Graph View is a side by side combination display of the Grid View and a report’s Graph View.

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To see a report in Grid Graph view, pick Grid Graph from the View menu

View to SQL:

SQL View shows the SQL used in report generation. This view provides a good way to fine-tune and troubleshoot the data selection that is retrieved from your data source and displayed in reports.

The figure below shows the SQL View of a chart.

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Displaying multiple reports in one submission:

MicroStrategy however also offers other ways of displaying data. While working in MicroStrategy Desktop or Cloud, you might see business presentations of boardroom standard, invoices that go out to clients, all sorts of management reports and dashboards, and so on.

Documents on Report Services:

Papers for Report Services are available with the company MicroStrategy Report Services. Documents are a display of data from multiple reports, with added special formatting, interactive components, etc.

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In MicroStrategy Desktop to view sample documents:

1. Sign in to MicroStrategy Desktop . Start your MicroStrategy Desktop for moves.

2. Expand the folder Public Objects, then expand the folder Reports.

3. Tap the Documents for Corporate Reporting folder.

4. To execute it and see the results, double-click any of the documents listed on MicroStrategy Desktop right-hand side.

See MicroStrategy Site for the sample documents:

1. Sign in to MicroStrategy Desktop. See Starting the Site on MicroStrategy Desktop for moves.

2. Click the icon for MicroStrategy Desktop. Then pick Shared Files.

3. Tap the Documents for the Corporate Reporting tab.

4. To execute it and see the results, click any of the documents listed on the right side of the MicroStrategy Web.

Documents rendered in HTML:

An HTML document is another way of viewing and evaluating data when you choose to access several reports simultaneously. Aside from reporting results, HTML documents may include text, images, hyperlinks, tables, etc. HTML documents are one way of creating dashboards and scorecards, which are a group of related records that are shown together.

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OLAP services to MicroStrategy

OLAP Services is a product that allows users of MicroStrategy Desktop, Web, and Office to use features that slice and dice data into reports without re-executing SQL against your data source. This improves performance by quicker display of data within a report as users evaluate and manipulate the data. OLAP Services determination:

Please click the View menu in MicroStrategy Desktop. If Report Artifacts appears as a choice you will have access to the product OLAP Services.

  • Filters to view:

A view filter is different from a report filter which restricts how much data from the data warehouse is retrieved. A view filter dynamically restricts the data displayed on the report without the report being re-executed against the warehouse. This feature provides better response time and reduced load on the database.

  • Derived measurements:

Derived metrics perform on-the-fly calculations using the data available in a report. They are a simple way to present data on the report already available in various ways, providing more analysis of the data.

  • Elements derivatives:

A derived element is a grouping of elements of the attributes on a chart. Such groups provide a new view of data from the study for purposes of analysis and formatting.

  • Aggregation Dynamics:

Dynamic aggregation allows you to change the level of on-the-fly report aggregation, while reviewing the results of the report. This feature allows the aggregation of metric values at different levels, depending on the attributes included in the report without having to re-execute the data warehouse report against it.

Reports and data for printing, emailing and exporting:

Print a report

To print a MicroStrategy Mobile report. You must do as follows.

1. To execute it double-click on any report. Opens the report.

2. Then select Print from the File menu. The dialog box on Print opens.

3. To preview the report before printing, click Print Preview to ensure it prints correctly. After the preview of the report is finished, click Print to return to the Print dialog box. See the Online Support for detailed instructions.

4. To alter the appearance of the report before printing click on Setup page. Click Print to return to the Press dialog box after making your changes. See the Online Support for specific instructions.

5. From the Name drop-down list select the printer.

6. The complete report is written, by design. In the field Pages, type page numbers to pick the pages to print.

7. The grid (i.e., the report results) is printed by default, but instead you can print the SQL statements by choosing what drop-down list to SQL from the Document.

8. Select Copy Number to print.

9. To print the Report, click OK.

To print a MicroStrategy Web report:

1. Click any report you wish to execute.

2. Select Export from Home menu, and then click PDF. The dialog box for Options for PDFs opens.

3. In the PDF Options dialog box determine the report scaling and orientation, and press Export. Opens the report in PDF format.

4. On PDF, choose Print from the File menu. The dialog box on Print opens.

5. Use the Print dialog box options to scale the report’s print size, and determine the number of copies to be printed.

6. To print the Report, click OK.

Data exporting:

You can export data to various formats or applications in MicroStrategy MicroStrategy Desktop and Web, such as a spreadsheet (.xls) or word processor (.doc) for example.

To configure MicroStrategy Desktop Export settings:

1. Open report.

2. From the Data menu, select Options to Export. The dialog box Options for Export options opens.

3. Make any changes needed to the export options. Select Support to show descriptions of each environment.

In MicroStrategy Site, configure export settings:

1. Open the report.

2. Select Export from the Home menu, and then select the format required for the production. Open the Options to Export tab.

3. Make any changes needed to the export options. Select Support to show descriptions of each environment.

MicroStrategy Desktop to export data:

1. Open a folder, and point to Export To from the Data menu.

2. Choose the appropriate format to export the file to. Support is given for the following applications or file types:

  • Microsoft Accounts
  • Excel Microsoft
  • Term by Microsoft
  • An HTML Date
  • A video text file
  • Email Address

Exporting data to MicroStrategy Web:

1. Select Export from the Home menu, and then select the format necessary for the production. Open the Options to Export tab.

2. Make any required export settings changes, and click Export. The Report displays the selected application automatically.

Conclusion

I hope you reach to a conclusion about Reporting in MicroStrategy services. You can learn more through MicroStrategy online training.

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