Classes are held online (via distance learning) or at one of our education centers. Whether you're just starting out with MicroStrategy or about to launch a large-scale data warehousing project for your company, we have a course that's right for you. Suggested courses by role »

MicroStrategy Features and Functionality – Introductory

MicroStrategy Developer: Reporting Essentials

MicroStrategy Architect: Project Design Essentials

This two-day course provides students with an overview of the project design process, from designing the logical data model and physical schema for the data warehouse to creating a project in MicroStrategy Architect.

Students first learn about the role of MicroStrategy Architect in supporting various project functions. Next, students discover ways to design a logical data model and physical schema in preparation for creating a MicroStrategy project. Finally, students learn about the project creation process, including how to work with tables, facts, attributes, and user hierarchies to create a fully-functioning MicroStrategy project.

Throughout this course, students get hands-on practice with designing and creating MicroStrategy projects via a series of exercises.


Introduction to MicroStrategy Architect

  • Overview of MicroStrategy Architect
  • Roles of MicroStrategy Architect
  • Overview of the project design process

Designing the logical data model

  • Introduction to logical data modeling
  • Logical data model components
  • Creating a logical data model

Designing the data warehouse schema

  • Introduction to physical schemas
  • Physical schema components
  • Schema types
  • Creating a data warehouse schema

Creating a project in MicroStrategy Architect

  • Overview of project creation
  • Project creation interfaces

Introduction to the Architect graphical interface

  • Introduction to Architect
  • Overview of Architect components and settings

Working with tables

  • What is a Project table?
  • Adding tables to Project
  • Using the layers for Project tables

Working with facts

  • What is a fact?
  • Types of facts
  • Creating and modifying facts

Working with attributes

  • What is an attribute?
  • What is an attribute form?
  • Types of attributes
  • Creating and modifying attribute forms
  • What is the system hierarchy?

Working with user hierarchies

  • What is a user hierarchy?
  • Creating user hierarchies

Automatic schema recognition

  • Overview of automatic schema recognition
  • Using automatic schema recognition

Check the class schedule »

MicroStrategy Products Covered: MicroStrategy Architect
Course Duration: Two days
Who Should Attend: Project architects and anyone else with an interest in designing and creating projects with MicroStrategy
Prerequisites: Developer: Reporting Essentials

MicroStrategy Developer: Advanced Reporting

MicroStrategy Report Services: Documents and Dashboards

Implementing MicroStrategy: Development and Deployment

MicroStrategy Mobile for App Developers

MicroStrategy Web for Reporters and Analysts

MicroStrategy Web for Professionals

MicroStrategy Visual Insight Essentials

MicroStrategy Office Essentials

MicroStrategy Web Essentials

Workshop: Report Services Documents

Workshop: Report Services Dynamic Dashboards

Workshop: Visual Insight

What's New in MicroStrategy Analytics Platform

MicroStrategy Features and Functionality – Advanced

Administration: Configuration and Security

This three-day course prepares BI professionals for the role of MicroStrategy administrator, including how to configure a MicroStrategy environment and set up its security layers.

The first day introduces students to the tasks that a MicroStrategy administrator usually performs. Students learn about the BI architecture, connectivity setup, administration interface, management of users and groups, and definition of authentication methods for their projects.

During the second day, students learn about administrative tasks and settings available in MicroStrategy Web, the different layers of security in the MicroStrategy environment, and history list management, caching, and cubes.

On the last day, students learn about internationalization, the benefits of clustering, schedules and subscription management, and Distribution Services. The goal of this course is to prepare BI professionals for the role of MicroStrategy administrators.


Introduction to Administration

  • Introduction to MicroStrategy Administration
  • MicroStrategy Intelligence Server
  • Activation
  • Course structure

Architecture and query flow

  • Metadata repository overview
  • Business intelligence architecture
  • Three-tier query flow


  • Introduction to MicroStrategy connectivity
  • ODBC connectivity
  • Server definition
  • Project source
  • Establishing web connectivity
  • Database instance

Administration interface

  • Starting and stopping Intelligence Server
  • Starting and stopping Intelligence Server as a service
  • Administration interface
  • Administration icon
  • Administration menu
  • Intelligence Sever configuration editor
  • Project configuration editor
  • Governing
  • Command line (Universal Edition)

Managing MicroStrategy users and groups

  • MicroStrategy user groups
  • MicroStrategy user accounts
  • Importing users and groups
  • Linking MicroStrategy users to Windows users
  • Find and Replace Privileges tool


  • Authentication modes overview
  • Account security policy

MicroStrategy Web administration

  • Web administration overview
  • Web Administrator page
  • MicroStrategy Web preferences
  • Web Server tuning


  • Security overview
  • Controlling the access to database data
  • Controlling the access to functionality

History list management

  • History list overview
  • History list messages monitor
  • Reprompting, refreshing and replacement

In-memory caching

  • Computational distance
  • The importance of 64 bit
  • Caching
  • Report caches
  • Document caching
  • Element cache
  • Object cache
  • Cache sizing recommendations
  • Monitoring caches

In-Memory intelligent cubes

  • Introduction to intelligent cubes
  • The Intelligent Cube publication process
  • Monitoring Intelligent Cubes
  • Managing Intelligent Cubes
  • When to use Intelligent Cubes
  • Cube sizing and memory usage considerations
  • Dynamic sourcing
  • Cube advisor
  • Data import


  • Types of internationalization
  • Data internationalization
  • Metadata internationalization
  • Managing languages
  • Language preference resolution hierarchy
  • Caches and Intelligent Cubes internationalization


  • Clustering overview
  • Benefits of clustering
  • Enabling clustering
  • Metadata synchronization in a clustered environment
  • Sharing in a clustered environment
  • Subscription execution in clustered environments
  • Intelligent cubes in a cluster environment

Schedules and subscriptions

  • Scheduling
  • Subscription administration

Distribution Services

  • Feature highlights
  • Configuration considerations
  • Configuring Distribution Services
  • Administering subscriptions in MicroStrategy Web
  • Managing and monitoring subscriptions

Check the class schedule »

MicroStrategy Products Covered: MicroStrategy Developer, MicroStrategy Intelligence Server, MicroStrategy Web, MicroStrategy Distribution Services
Course Duration: Three days
Who Should Attend: MicroStrategy administrators
Prerequisites: MicroStrategy Developer: Reporting Essentials

Administration: Application Management

Engine Essentials

MicroStrategy Architect: Advanced Project Design

Advanced Data Warehousing

Data Mining and Advanced Analytics

Freeform SQL Essentials

Deploying MicroStrategy High Performance BI

MicroStrategy Developer: Advanced Reporting – Case Studies

MicroStrategy Transaction Services for Dashboard and Mobile App Developers

MicroStrategy Programming

MicroStrategy Web SDK: Customization Essentials

MicroStrategy Web SDK: Customizing Security

This one-day course is geared towards individuals tasked with customizing their MicroStrategy Web™ or MicroStrategy Web Universal™ application, using the MicroStrategy Software Development Kit™ (SDK). Students will first learn about the default authentication query flow of MicroStrategy Web. They will then learn how they can enhance the MicroStrategy Web login experience in multiple ways, using a plug-in component called External Security Module (ESM). Students will use the ExternalSecurity interface and its related classes to create a custom ESM. They will also learn how to use the ESM to implement single sign-on capabilities to provide their users with a seamless login experience to MicroStrategy Web applications.


Introduction to External Security Module
  • MicroStrategy Web Authentication Query Flow
  • Authentication Query Flow with the External Security Module
External Security Integration
  • Class Structure of the External Security Module
  • ExternalSecurity Interface
Single Sign-on Concepts
  • Single Sign-on Workflow and Scenarios
  • Implementing Single Sign-on in the Out-of-the-box and Custom MicroStrategy Portlets

Check the class schedule »

MicroStrategy Products Covered: MicroStrategy Web SDK, MicroStrategy Web
Course Duration: One day
Who Should Attend: Web application developers, consultants, and ASP/SI/OEM partners with an application development focus
Prerequisites: MicroStrategy Developer: Reporting Essentials
Web SDK: Customization Essentials
Advanced Java and JSP experience

MicroStrategy Web SDK: Portal Integration

Global Perennial Education Pass:

The Global Perennial Education Pass (Global PEP) is an annual program that enables subscribers to take any or all of the courses we offer for one flat fee. It's our most cost-effective option for those who anticipate taking multiple MicroStrategy courses. Contact us to sign up for this program.

Regional Classes:

All regional classes begin promptly at 9:00 AM and end at 5:00 PM local time. Distance learning classes run from 10:00 AM to 6:00 PM EST (daytime North America), 9:30 to 16:30 CEST (daytime Europe), and 10:00 to 17:00 India Standard Time (daytime Asia Pacific).

Onsite Classes:

Many of our courses can be customized with your data and delivered onsite. Options range from custom certification for clients and partners to instructor-led courses and media-based applications for large numbers of end users. Contact Education Services at or 877-232-7168 for more information on this special offering.


To secure enrollment in a regional class, MicroStrategy must receive your registration information and the enrollment fee. Registration may be submitted by mail, facsimile or email, but must be in writing. Please use one of the following forms


You'll receive your official confirmation package via email or fax. PEP members who register for courses online should receive an automated confirmation once they register. Details from MicroStrategy Education should follow in 2-3 business days.


  • MicroStrategy accepts only credit cards, Learning Units, PEP enrollments or checks sent in advance as forms of payment. Payment must be received prior to the start date of class. Enrollments under PEP Contracts that are not yet confirmed by MicroStrategy may require a credit card as a back-up to guarantee enrollment.
  • Use of Learning Units is contingent on a sufficient amount of Learning Units left on your company's account at the time of registration and the account must be fully paid. If it is discovered that there is an insufficient amount of Learning Units left, the customer will be asked to remit payment for the difference by credit card or check. The Learning Unit price will apply to the balance due.
  • Credit cards are charged after class begins. Your receipt will be scanned and emailed to you.
  • Checks should be made out to MicroStrategy Inc. and mailed to:
    MicroStrategy Services Corporation
    P.O. Box 409671
    Atlanta, GA 30384-9671

    *Please send your registration form to Education via fax or email separately from your check to avoid delays in confirmation.

Cancellation policy


Cancellation Fees. If Licensee cancels any ILT Program order within ten (10) business days prior to commencement, Licensee agrees to pay a 100% cancellation fee for such ILT Program plus any non-cancelable travel expenses. If Licensee cancels any hourly or prepaid hourly Training Support within ten (10) business days prior to commencement of the engagement, Licensee agrees to pay a cancellation fee calculated as 50% of the number of hours in the confirmed resource engagement up to a maximum of twenty (20) hours plus any non-cancelable travel expenses.