MicroStrategy World 2018 | Jan 15-17 in Las Vegas

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Metadata Repository

The building blocks for every report, dashboard, and application.

The MicroStrategy metadata repository is an object-oriented model that catalogs every aspect of an organization’s business – their data systems, enterprise assets, and users – as logical objects in a single, centralized location.

Model

MicroStrategy presents information in simple-to-understand objects. These objects, which are mapped to data from a logical business model, constitute the building blocks for reports, documents, and applications on the MicroStrategy platform.

Logical data model

Conceptualize data in business terms.

Attributes

Provide context to your business data.

Hierarchies

Define relationships between objects.

Users

Build your MicroStrategy security model with users and user groups.

Components

Components are the building blocks for documents and applications. They are metadata objects that define business terms, definitions, and rules. Since all MicroStrategy objects access the same metadata repository, any modifications to the metadata are automatically propagated to all objects and reports.

Metrics

Measure business performance.

Set

Group together multi-dimensional elements, attributes, or conditions for analysis.

User groups

Manage large numbers of users with distinct groups.

Templates

Specify a predefined and reusable arrangement of objects.

Cubes

Accelerate performance with intelligent cubes.

Consolidations

Group attribute elements to meet custom reporting requirements.

Style

Apply a predefined set of formatting rules to a document.

Documents

Documents are the primary way most business users consume MicroStrategy applications. They consolidate and display data in engaging ways using charts, graphs, maps, and other visualizations. All documents are stored in the metadata as fully reusable objects and can be leveraged across any MicroStrategy application.

Reports

Build flexible, highly formatted reports and business statements.

Grids

Analyze huge volumes of data with interactive grids.

Maps

Visualize geospatial data.

Charts

Visualize data as a stand-alone chart or as part of a report or dashbaord.

Visualizations

Add a powerful new dimension to any analysis with advanced visualizations.

Dashboards

Get a 360-degree view of your business.

Badges

Securely access logical or physical assets with a digital badge.

Forms

Embed transactions alongside BI and turn analytical insight into real-time action.

Filters

Specify conditions required for data to be included in a report.

Applications

An application is the product of a unique combination of repository documents, components, and data model objects. Applications enable users to easily navigate a collection of dashboards, reports, and other information assets. Multiple applications, each with their own unique workflow, can be developed and customized to meet the needs of different departments and groups across an organization. The MicroStrategy platform is flexible enough to deliver any application you can imagine, whether it’s an application for dashboard development, a transaction-enabled mobile app, or even a digital wallet of mobile identity badges.

Project

Build and store multiple objects, documents, and applications.

Wallet

Group digital security badges based on a user's role.

Custom

Build 3rd-party custom applications on the MicroStrategy platform.

Logical data model

Conceptualize your business data with a logical data model.

A logical data model visually depicts the flow and structure of data in a technical, conceptual, or business environment.

Devising a logical data model can help organizations better understand how the various elements that compose their business data relate to each other. With this insight, they can decide how to structure their business intelligence environment to meet specific needs.

The logical data model helps organizations decide how to physically store data in the data warehouse. For this reason, the physical warehouse schema, which reflects how data is stored and how it can be retrieved, is based on the logical data model.

Attributes

Provide context to your business data.

Attributes give users context for reporting on and analyzing data. While knowing your company’s total sales is useful, knowing when and where the sales took place provides the kind of analytical depth that users require on a daily basis.

For example, if sales data is stored in the data warehouse at the day level, a month attribute allows users to see their sales data summarized at the month level.

In MicroStrategy, attributes are identified by the column headers of reports. Attributes can have many descriptors, or forms, shown as distinct columns that are different representations of the same attribute. For example, the attribute “Customer” might be associated with the forms “Email” and “Full Name.”

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Hierarchies

Define relationships between objects.

Hierarchies define the flow of relationships between attributes in a logical data model. For example, a time hierarchy can consist of the attributes year, month, week, and day.

In MicroStrategy, there are two different types of hierarchies:

  • System hierarchies are automatically generated when a project is created and are maintained by the relationships that exist between attributes in the project.
  • User hierarchies are groups of attributes and their relationships to each other, arranged in ways that make sense to business users. They are user-defined and do not need to follow the logical data model.
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Customer
hierarchy

Time
hierarchy

Geography
hierarchy

Users

Build your MicroStrategy security model with users and user groups.

The MicroStrategy security model is built around the concept of a user. Users are defined in the MicroStrategy metadata and exist across multiple projects.

Each user is prescribed a set of permissions and privileges. When the user logs in, (s)he can then perform tasks such as creating objects or executing reports, based on the security settings of their user identity.

A user represents a person who uses the MicroStrategy features. For example, a user may be someone who creates and owns objects, or someone who opens and analyzes the data in reports and documents within MicroStrategy.

Users are defined in the MicroStrategy metadata and exist across projects. You do not have to define users for every project you create in a single metadata repository.

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Metrics

Include performance measures in a report with metrics.

Metrics are the business measures and key performance indicators used in reports and applications. Metrics consist of facts, attributes, or other metrics combined with a formula. Metric formulas include a variety of arithmetic operations as well as other advanced analytical functions (e.g. data mining, financial, mathematical, OLAP, statistical).

A metric can contain three additional properties:

  • Dimensionality: determines the level of aggregation of a metric.
  • Filters: determine any restrictions on the data used in the calculation.
  • Transformations: can be associated with a metric to enable time series analysis.
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Set

Collection of multi-dimensional elements, attributes, or conditions.

A dataset can be a MicroStrategy report, intelligent cube, or data imported directly from an external source. The information in a dataset includes MicroStrategy objects such as attributes, custom groups, consolidations, and metrics.

Users can combine data from multiple sources into a single document by adding multiple datasets. Once pulled in, all of these MicroStrategy objects are available for analysis, regardless of whether or not they are displayed. Additional datasets can always be added after a document is created.

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User groups

Manage a large number of users with user groups.

User Groups are a collection of users that share a common set of privileges and permissions. User groups provide a convenient way to manage a large number of users.

Users are defined in the MicroStrategy metadata and exist across multiple projects.

Instead of assigning privileges to hundreds of users individually, organizations can assign privileges to a group. Groups may also be assigned permissions for specific objects.

The following groups are automatically provided with a MicroStrategy installation:

  • Everyone groups
  • Authentication-related groups
  • Groups corresponding to product offerings
  • Administrator groups
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Templates

Specify a predefined and reusable arrangement of objects using templates.

A report template is the structure that underlies any MicroStrategy report.

Templates specify the layout and formatting of information on a report, as well as what information the report should retrieve from various data sources. Attributes, metrics, custom groups, consolidations, and prompts can be placed in rows, columns, or pages on the template grid.

Templates also include formatting characteristics such as font, color, alignment, and number formats, as well as additional report characteristics such as subtotaling, metric thresholds, and graph properties.

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Dashboard-style templates

Blank dashboard

Title and content

Two contents

Title and two contents

Two tiles and two contents

Three contents

One content left two contents right

One content top two contents bottom

Two contents left one content right

Two contents top one content bottom

Four contents

Title and four contents

Four tiles and four contents

Standard BI template

Document templates

Blank document

Navigation for iPad

Report template

Cubes

Accelerate performance by using intelligent cubes.

An intelligent cube is an in-memory cache structure that stores data within the metadata so it can be pulled into analysis quickly and easily.

Using intelligent cubes, developers can accelerate response times for the most frequently accessed reports, while maintaining a single, enterprise-wide view of information.

MicroStrategy 10 delivers next generation in-memory analytics that is fueled by powerful parallel processing and partitioning capabilities. The in-memory capabilities are tightly integrated with the MicroStrategy Server and deliver faster performance for both Web and Mobile users.

Commonly referred to as PRIME (Parallel Relational In-Memory Engine), MicroStrategy’s highly integrated in-memory architecture delivers three key differentiators with respect to enterprise scalability and performance.

  • Parallel connections to enterprise assets and data warehouses leading to faster data fetch and cube publishing
  • Partitioned cubes that drive better memory management and deliver a highly flexible cube schema for faster in-memory processing by avoiding unnecessary pre-joins
  • Stores larger data volumes in memory, exceeding 2 billion rows per cube
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Consolidations

Group attribute elements in a unique way using consolidations.

There are two main ways to group attribute elements on a report: consolidations and custom groups. Consolidations are manually selected groups of attribute elements that define “virtual” attributes, enabling users to analyze data at levels that are not predefined in the data. For example, a user may group months of the year into different seasons when there is no “season” attribute in the data model.

Custom groups create new groupings based on filter qualifications, and are thus created upon report execution. Custom groups provide a way to group attribute elements from the same or different attributes to meet reporting requirements. For example, a user could create a custom group that includes only low-performing stores with high inventory.

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Style

Automatically apply a set of formatting to a document with autostyles.

An autostyle is a set of predefined formatting for a MicroStrategy document.

Autostyles consist of a collection of formatting definitions for different sections in a report, including row and column-level headers, row and column-level values, metric headers and values, and subtotal headers and values.

MicroStrategy offers more than 35 autostyles out of the box. Users can create their own custom options, and default autostyles can be specified for projects, reports, and individual users.

Users can also create document themes that capture format settings for reuse across other documents. These themes can be saved and shared as new objects on the server, so it’s easy to make documents across the metadata with consistent designs, and share branding across a dashboard application.

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Reports

Build highly-formatted flexible reports and business statements.

Reports consolidate and present business information in ways that end users can easily understand. MicroStrategy lets organizations publish analytical reports in a wide variety of formats.

MicroStrategy makes it easy to create, customize, and distribute pixel­-perfect reports to thousands of people. Organizations can deliver information as operational reports, business reports for ad-­hoc analysis, branded invoices, statements, and sophisticated banded reports that organize massive amounts of data.

Prompted reports allow end users to dynamically modify the contents of a report when they run it. Users can modify report results based on a variety of objects including hierarchies, values, dimensions, thresholds, and more.

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Grids

Use grids to interact with huge volumes of data.

A grid report is the most commonly used report format. Grid view displays report results in a formatted, cross-tabular manner, similar to a spreadsheet.

A grid combines attributes and metrics and dynamically aggregates the data depending on the layout of the objects.

Users can interactively manipulate grid displays to view data at the desired level.

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Page-by

Page-by groups report data into logical subsets, which makes viewing a report easier than scrolling through long lists of data.

Drill Anywhere

Drill anywhere in the data warehouse or across multiple data sources for boundary-free investigative analysis.

Derived Metrics

Formatting a report involves highlighting certain data to enhance analysis, as well as changing the overall display or look and feel of a report.

Thresholds

Apply thresholds to automatically format cell data according to predefined parameters. making it easier to locate for analysis.

Pivoting

Data pivoting enables you to rearrange the columns and rows in a report so you can view data from different perspectives.

Sorting

Sorting lets you adjust how data is organized and ordered within your report, so you can analyze data more effectively.

Dynamic Aggregation

Formatting a report involves highlighting certain data to enhance analysis, as well as changing the overall display or look and feel of a report.

Maps

Visualize and analyze data with a geospatial component.

Map visualizations display data with geographic elements on an interactive map. MicroStrategy provides out-of-the-box integration with ESRI and Google Maps, enabling users to easily plot geographic data in a matter of clicks.

Using these connectors, MicroStrategy can map reports and attributes to geo-objects, letting users view reports in a spatial layout. Users can link data points on a map to a report or dashboard, or set map markers to act as filters for the data displayed in other grids, graphs, panel stacks, or widgets.

When building a map visualization, users can format map markers based on a variety of color and sizing options, including clustering and thresholding, and choose from several different background styles.

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Density maps

Markers and clusters

Animations

Skins and cartographic overlays

Layers

Shapes

Charts

Visualize data in a chart format that can be stand-alone or integrated in a report, dashboard or dossier.

Charts display data graphically using visual layouts like like bar charts, heat maps, or scatter graphs.

Designers can select from a variety of graph styles to display data in the most meaningful way. When analyzing data in a dual-axis or combination graph, users can sort the attribute and metric data to determine the order in which information is displayed.

Users can also drill down to examine data at the level of a specific attribute element, or filter the data to display only specific items of interest.

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Scatter graph

Bar chart

Line chart

Area chart

Bubble chart

Pie chart

Combo chart

Network

Visualizations

Add a powerful new dimension to any analysis with advanced visualizations.

Visualizations display data using a variety of charts, graphs, and grids. They provide a multitude of ways for users to present and interact with data in a dashboard.

MicroStrategy provides a library of standard out-of-the-box visualizations that users can format to suit their needs. It’s easy to add filters, thresholds, and page-bys, as well as create groupings in just a few clicks. Users can enable reference lines and add predictive trend lines to visualizations to further enhance their analysis.

It’s also easy to add hundreds of custom visualizations from open-source libraries like D3 with built-in tools that make integration simple. Users can also code new visualizations from scratch using the Visualization SDK.

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Dashboards

Get a 360-degree view of your business.

Dashboards are highly visual, interactive displays that provide at-a-glance views of business performance. Dashboards combine multiple reports into a cleanly designed layout that features a combination of visualizations, grids, and other visual components.

Users can create personalized dashboards for every employee and deploy them via web, desktop, tablet, or smartphone. Every dashboard is personalized according to each user’s security profile and preferences, so they can be reused by many different users.

Dashboards allow business users to rearrange the layout, formatting, and content of any report with simple drag-and-drop actions to get entirely new views of data, without requiring assistance from IT.

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Badges

Securely access any logical or physical assets with a badge.

Digital badges replace physical IDs, key fobs, passwords, and other identifiers with credentials delivered via the Usher mobile app.

Organizations can issue multiple badges to a user, depending on job role. The privileges related to each badge can be assigned across physical and logical gateways—including everything from doors to web applications.

Administrators have the ability to define when and where a badge is valid and what authentication methods are required to use the badge.

Connect to Corporate VPN

Executive Lounge

Access MSTR Desktop

Executive Parking Garage

Log into Google Docs

Unlock Mac Workstation

Access Employee Gym

Access Vendor Portal

Warehouse Access

Use Loyalty Card

Forms

Embed transactions alongside BI and turn analytical insight into real-time action.

MicroStrategy forms provide mobile write-back capabilities, powered by Transaction Services, that let users update systems from the field. Users can change data on the fly, insert new information, and view updated reports and dashboards—all from their mobile device.

Transactions include one-click approvals and denials, notes for tracking and directing business activity, and real-time write-back to data sources.

MicroStrategy offers a broad set of input controls, including barcode scanners, signature capture, star rating, text field, and many more.

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Filters

Specify conditions required for data to be included in a report.

A filter specifies the conditions that data must meet to be included in a report or a metric. Filters limit the data that is extracted from the data source and focus the data presented to the end user.

When building a report, users can create filter expressions that include sophisticated conditional clauses in order to pull specific slices of information. Within reports and documents, end users can further narrow down results by adding view filters that dynamically change the subset of data being displayed.

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Project

Build and store all objects, documents, and applications in a project.

A project groups all the schema objects and information needed to create application objects and documents in a single location. Projects represent the intersection of enterprise data assets, MicroStrategy metadata, and users.

Within the project, administrators can ensure that objects are organized properly, monitored, and have version control. Each project has a specific data model, set of users who have access, and databases it connects to.

A project can contain a number of reports and other supporting objects, such as filters, custom groups, prompts, and templates.

Multiple instances of the same project can be configured to support separate development, testing, and production environments.

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Wallet

Group badges based on role with wallets.

Wallets are a collection of digital badges that are stored in the Usher mobile app. Organizations can issue badges to users based on a variety of criteria.

The badges in a wallet may grant access to a variety of facilities, applications, and resources. Role-based privileges can be assigned across physical and logical gateways and can be customized for each user’s needs and permissions.

Application-specific badges can be created to offer access to one or groups of applications or facilities.

Custom

Build 3rd-party custom applications on MicroStrategy technology.

The MicroStrategy Software Development Kit (SDK) makes it easy to incorporate MicroStrategy functionality into other corporate systems and third-party applications.

Using the MicroStrategy SDK, organizations can link external applications and websites to any MicroStrategy application. This lets users execute reports and documents within existing corporate applications and incorporate analytical workflows into routine tasks.

MicroStrategy OEM partners leverage their industry expertise and MicroStrategy technology to create custom analytic applications that are packaged as their own branded products. Learn more about MicroStrategy partners here.

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The MicroStrategy advantage.

Reusable Objects

Cut out rework with object reusability.

Build and deploy applications faster with fully reusable metadata objects. Once created, objects are centrally stored in the MicroStrategy metadata repository. They can be easily reused across a variety of enterprise applications—all without requiring additional time and input from IT.

Automatically Update Objects

Run a more efficient IT shop.

Any change made to a metadata object is automatically and instantaneously propagated to all its dependent objects. This makes change management much easier for the IT department, helps keep enterprise data consistent, and ensures a single version of the truth.

Custom User Experiences

Deliver secure, personalized experiences to every user.

MicroStrategy stores each user as a logical metadata object with customized access privileges designated by administrators. This safeguard ensures that users are only able to access sanctioned content.

Learn more about the platform.

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