Microstrategy Overview
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Transcript of 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 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
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
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
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
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
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
Esercitazione
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