IntroToDossiers PDF

Introduction to Dossiers:
Storytelling and Collaborating
10.11
CONTENTS
1. Creative and Introduction to dossiers........................................................................................... 6

Collaborative Data Agility for business............................................................................................. 8
Discovery: Dossiers Creating an analytical book of business: pages, chapters, and table
of contents............................................................................................................ 9
Exercise 1.1: Explore a dossier .....................................................................11
2. Visualize your Data: Dossier data sources ...............................................................................................20

Build a Dossier Exercise 2.1: Open a new dossier and import data ..............................21
Design a first-class dossier ....................................................................................23
Exercise 2.2: Format your dossier ...............................................................27
Finding your way around a dossier ...................................................................28
Exercise 2.3: Rename and add chapters and pages.............................31
Leveraging data visualizations............................................................................32
Pausing data retrieval during dossier creation......................................33
Exercise 2.4: Add a combo chart and KPI widget visualization........33
Exercise 2.5: Add visualizations to the Items Purchased page ........36
Narrow data through filters..................................................................................37
Filtering chapters .............................................................................................38
Filtering pages and visualizations..............................................................39
Prompts................................................................................................................42
Exercise 2.6: Use an area map to filter the Item and 
Subcategory Analysis chapter .....................................................................44
Exercise 2.7: Create a grid on the Subcategory Analysis page ........47
Exercise 2.8: Use the combo chart to filter the grid
visualization........................................................................................................48
Activity: Explore Geospatial Services with the Earthquakes dossier .....50
© 2018 MicroStrategy, Inc. 2

Contents Introduction to Dossier: Storytelling and Collaboration
3. Sharing Enterprise Engage with dossiers in MicroStrategy Library.............................................62

Insights: Verify and validate: Certified dossiers...............................................................63
MicroStrategy Library Exercise 3.1: Certify the Product Sales Analysis dossier......................64
Exercise 3.2: Share and view your dossier in Library ...........................65
Personalize and manage your Library ..............................................................68
Collaborate and communicate ...........................................................................69
Activity: Explore Library collaboration methods ..................................71
Navigate through the Table of Contents.................................................71
Personalize filters .............................................................................................72
Communicate with page-specific comments........................................73
Drill to view data at different levels...........................................................74
Exercise 3.3: Respond to user comments and update the 
dossier ..................................................................................................................75
Expand your audience: Additional sharing methods..........................77
4. Responsive Mobile Mobile dossiers: Seamless design and deployment....................................80

Design Prioritizing the user experience ..................................................................81
Native app development...............................................................................81
Library App: Responsive design..................................................................82
Touch-optimization.........................................................................................82
Mobile preview in MicroStrategy Web .....................................................83
Exercise 4.1: Optimize the Product Sales Analysis dossier 
for mobile............................................................................................................83
Your mobile bookshelf: MicroStrategy Library..............................................85
Store and access multiple Libraries ...........................................................87
Mobile collaboration.......................................................................................89
Exercise 4.2: Download and explore the Library App .........................91
5. Unified Authoring Workstation: A centralized and unified platform .........................................96

and Administration: Exercise 5.1: Download Workstation.........................................................97
Workstation Resources at your fingertips.........................................................................98
Design and distribute dossiers ....................................................................99
Exercise 5.2: Edit the Sales Analysis dossier in Workstation............100
Connect to MicroStrategy on AWS and on premises data
storage: Access multiple environments.................................................102
Build an application.......................................................................................103
Upload, prepare, and secure data ............................................................105
MicroStrategy administration: User and group management ......108
Exercise 5.3: Share your edited dossier ..................................................109
3 © 2018 MicroStrategy, Inc.

Introduction to Dossier: Storytelling and Collaboration Contents
A. From Visual Insight Activity: Optimize the BNY Mellon Boat Race dossier ......................112
Dashboards to Dossiers Rename and combine pages and chapters to improve 
navigation ........................................................................................................113
Create a new page to highlight and clarify focus...............................114
Add a visualization filter to enhance data analysis ...........................115
View the BNY Mellon Boat Race dossier in Library.............................116

Contents Introduction to Dossier: Storytelling and Collaboration

1
CREATIVE AND COLLABORATIVE
DATA DISCOVERY: DOSSIERS
Introduction to dossiers
Dossiers are MicroStrategy’s next generation data discovery interface. With
dossiers, you can build a modern and interactive analytical book of your business.
Each dossier consists of individual pages arranged in easy to navigate chapters.
On each page, you can tell compelling stories about your data with powerful
visualizations such as graphs and maps. To provide a guided analytical experience
for end users, dossiers include a table of contents that helps you logically organize
chapters and pages.
© 2018 MicroStrategy, Inc. Introduction to dossiers 6

1 Creative and Collaborative Data Discovery: Dossiers Introduction to Dossiers: Storytelling and Collaboration
Take, for example, a human resources dossier analyzing the company’s employee
attrition. The executive audience wants to view overall attrition rates across the
past year, while managers need to delve into the detailed analysis of why
employees are leaving their departments.
To ensure the diverse audience can find the information they need, the HR dossier
consists of three chapters – Attrition Rates, Detailed Attrition Analysis, and
Upcoming Departures. The Detailed Attrition Analysis chapter is geared towards
the managers. It consists of three pages – Departures by Department, Departures
by Employee, and Reasons for Departure. Using the table of contents, users can
navigate to the information they need quickly and easily.
In addition to online authoring and viewing in MicroStrategy Web, dossiers

incorporate powerful collaboration methods and mobile capabilities with
MicroStrategy Library. Create your dossier in Web, share your dossier to Library,
and users can view content on any mobile device for a scalable, simple,
deployment. With the MicroStrategy Library app, users can share and access their
dossiers on the go. The app utilizes a responsive design with a touch optimized
interaction, creating an optimized mobile experience.
Within Library, multiple users can write comments, tag other users, embed filters,
and perform other interactions, making sharing business intelligence easier than
ever. Through Library’s collaboration tools, you can ask questions, highlight
trends, or call attention to specific data points by commenting directly within the
dossier. By tagging people in discussion threads, you can send notifications to
colleagues to alert them when their attention is required. You can also share a link
to your “view” of a dossier, such as a filter to only see data from the North East
region, to provide additional context.
7 Introduction to dossiers © 2018 MicroStrategy, Inc.

Introduction to Dossiers: Storytelling and Collaboration Creative and Collaborative Data Discovery: Dossiers 1
Agility for business

Dossier and Library encompass four fundamental business intelligence pillars
business users leverage for successful and compelling data analytics: discovery,
analysis, storytelling and collaboration.

Creating an analytical book of business: pages,

chapters, and table of contents
With a book-like layout, dossiers are formatted in a way that everyone can
navigate. Each dossier has a consistent look and feel, so whether it’s your first or
50th time analyzing data in a dossier, it is easy to understand. The chapter and
page layout eliminates adoption barriers for both authors and consumers of
dossiers.

Pages
Dossier’s page feature allows you to logically display data in a way that makes
sense for end users. Group related data together to provide a guided analysis of
your business intelligence.
You can place visual representations of the data (called visualizations) grouped by
a specific category on each page to make the data easier to interpret. As in our
earlier example, the first page in the Attrition Rate chapter, titled Overall Attrition
Rate, includes a line graph detailing attrition over time, a bar chart displaying
attrition by department, and a map displaying attrition by office location.
Chapters
As in a novel, dossiers contain chapters for ease of navigation as related dossier
pages are grouped by chapter. In a dossier analyzing different types of social
media campaigns, the chapter titled Facebook contains three pages -- Overview,
Likes, and Comments. Since pages all include analysis on the company’s Facebook
page, the dossier author groups them in a chapter. Grouping pages of related
data into chapters simplifies the search for pertinent information from the end
user’s perspective.
If you are familiar with Visual Insights dashboards, dossier pages are equivalent to
dashboard panels, while dossier chapters are analogous to dashboard sheets. Visual
Insights dashboards are automatically converted to dossier. In Appendix A, From
Visual Insight Dashboards to Dossiers, you can learn how to optimize a dashboard
that was converted into a dossier.
Table of contents
The simple eBook style table of contents allows users to browse across dossiers
easily. The table of contents is auto-generated in a standard format, dossier
designers do not need to create any additional objects. As a designer, you can
drag and drop pages and chapters to logically organize your business content.
End users can see a top-level view of all content without having to follow all

navigation paths -- they can quickly jump to any page of the dossier with relevant
information.
Exercise 1.1: Explore a dossier

MicroStrategy, Ink is a printer supplies company with office branches across the
United States. As the Vice President of Sales, you’ve asked your business analyst
team to create a dossier with the following requirements:
• An overview that allows executives to understand performance across

different years and offices branches at a glance.
• A sales analysis across the past six years that includes revenue and customers
by sales representative and office.
• Historical analysis, including transaction level information.
Using these guidelines and enterprise data, your business analysts created a
comprehensive dossier with three chapters and five pages, as outlined in the
Table of Contents below.

In this exercise, you will log into MicroStrategy Library to view the MicroStrategy,
Ink dossier and give the final approval before reviewing the dossier with your
CEO.
Download and save external files
1 The Instructor will send you the following files:
• MicroStrategy, Ink. Dossier.mstr
• The BNY Mellon Boat Race.mstr
• ProductSalesAnalysis.xlxs
• A .mstrc connection file
• usgs-quakes-2017.xlxs
2 Create a folder on your computer titled: Dossier Exercise Files.
3 Download and save all of the exercise files to this folder.
Access MicroStrategy on AWS
Log in to MicroStrategy on AWS
1 In the Welcome to MicroStrategy on AWS email, click Access MicroStrategy.
2 In the Login MicroStrategy web page, scroll down, and click Credentials.
The system displays the option to log in using Standard authentication.
3 In the User Name and Password boxes, type (or copy and paste) the login
credentials provided in the MicroStrategy on AWS email.
4 Click Login. The landing page opens.
5 On the landing page hover over MicroStrategy Web and click Launch.
6 On the next page, click Go to MicroStrategy Web.

Add the MicroStrategy, Ink dossier to MicroStrategy Web
1 You are now on the MicroStrategy Tutorial shared reports page. To add the
dossier to your MicroStrategy Web environment, click My Reports on the
menu on the left.
2 Click Create .
3 Select Upload MicroStrategy File.
4 Navigate to your Dossier Exercises Files folder, then double-click the

MicroStrategy, Ink. Dossier.mstr file.
Launch the dossier in MicroStrategy Library
1 From the Upload window, click Share Dossier.
2 From the Share window, click Library Link.
3 Select Launch under the URL to launch your Library. The MicroStrategy, Ink.
dossier is now open in Library.
4 If you are using a Chrome browser, a pop up appears requesting permission to

show notifications. Click Allow. This gives Library permission to send

notifications to your desktop when a comment is added or a change is made

to dossiers in your Library.
5 Click Add to Library to add the dossier to your virtual bookshelf.
Explore the MicroStrategy, Ink dossier
You are now on page one, chapter one of the MicroStrategy, Ink dossier. This page
provides an overview of KPIs (key performance indicators) by US state and office
branch.
1 Library allows users to manipulate filters created by the dossier author to

customize their view of the data. Your business analysts added several
innovative filtering options to this dossier.
• You would like to view data from 2012 to 2017. Click the filter icon to
view the filters for this chapter. The dossier author added two filters --
office branch and year. The current view is set to all branches and 2017.

• Click the Year filter, then click Select All to view data across the past six
years.
• Click Apply to apply the filter to the page. Notice the numbers on the left
have changed and the map has reloaded to reflect 2012 - 2017 numbers.
Filters in the Filter menu are applied by chapter -- the remaining pages do
not reflect the changes you have made here.
2 The area map visualization shows states colored by revenue.
• Hover over any of the states to see total revenue and operating income.
3 The two KPI widgets and grid visualization on the left of the page give users a
quick glance at performance across the years and office branches.
• In a dossier, designers can use visualizations on a page to filter information

on a different page and chapter. The MicroStrategy, Ink designer linked the
Office Performance KPI widget with page one of the Historical chapter.
You would like to view detailed revenue information for the Allentown, PA
office. Right-click Allentown, PA, then select Go to targets.

You are now in the Historical chapter on the Transaction Level Data page.
The grid visualization is filtered to only show the Allentown branch.
4 Per your request to the analysts, the Transaction Level Data page displays
detailed information by office branch.
• You would like to sort Revenue in descending order to see the transaction
with the highest revenue. Right-click Revenue on the grid and select Sort
Descending.
5 Click the Table of Contents icon to view all dossier pages and chapters.
• From the Table of Contents, select the Revenue vs # of Clients page.

You are now on the Revenue vs # of Clients page.
6 The bubble chart visualization displays revenue and number of clients per
sales representative. Each bubble represents a sales rep and is colored by
office branch. The further right the bubble, the more clients a sales rep has.
The higher the bubble on the graph, the higher the revenue per sales rep.
• Dossier authors can use visualizations on a page to filter another

visualization. You would like to see information for Joshuah Heller, based
in Allentown. Click the top right, green bubble to filter the Customers by
Revenue grid to only show Joshua’s customers.
• Click the white space on the grid to clear the filter.
7 Dossier authors can also use visualizations like maps, graphs, and calendars
for highly contextual and intuitive filters without placing them on the page.
This maximizes dossier space for essential information, while allowing users in
Library to customize their dossier view through intuitive visualization filters.
• You would like to narrow the information on this page for years with
positive revenue. Click the Filter icon, then click Years by Revenue.
• The bar chart shows years by revenue. The green bars show years with
positive revenue, the red bars show years with negative revenue. Press Ctrl
on your keyboard and click the 2014, 2016, and 2017 bars.
• Click Apply. The bubble chart and grid are now filtered for the three
specified years.

8 Use the comment feature to collaborate with colleagues. Add comments to a

specific page with filters, tag users, or add your insights.
• You like the components of this page, but you would like to see this
information filtered by state. Add a comment to the designer to add this
request.
• Click the Comment icon, then type: @MSTR User Please add a filter by
state to this page. The @ symbol tags and sends a notification to MSTR
user.
• Click Post to save your comment.
9 Use the Table of Contents to review the remaining pages. If you approve the
rest of the dossier, add a comment on the first page letting the designer know
that after they add the state filter, the dossier is complete.


2
VISUALIZE YOUR DATA: BUILD A
DOSSIER
Dossier data sources

MicroStrategy makes it quick and easy to tap into, blend together, and visualize
data of all kinds. From personal spreadsheets and -based data sources like
Facebook and Salesforce to big data sources like Hadoop, you can import over
70+ data sources into your dossier. MicroStrategy can connect to any enterprise
resource that your business has already invested in, such as AWS and existing
databases. The data you choose will serve as the basis to build your pages.
© 2018 MicroStrategy, Inc. Dossier data sources 20

2 Visualize your Data: Build a Dossier Introduction to Dossiers: Storytelling and Collaboration
Once you upload your data, you can wrangle, or clean, the data to evaluate its
quality and usability, then manipulate your data to fit your needs before using it
in a dossier.
Exercise 2.1: Open a new dossier and import data

In this exercise, you will create a new dossier for your company, Book Worms
Online, titled Product Sales Analysis. The dossier will analyze book sales across
2016, including analysis by region, state, and specific items sold. This dossier will
be presented at a meeting with your c-suite then shared across the company in
both web and mobile platforms.
In this exercise, you will open a new dossier, then import data. The data includes
attributes, which are business concepts such as Time and Customer, and metrics,
which are business measurements such as Revenue and Cost.
Open a new dossier
1 On the MicroStrategy Tutorial home page, click Create, then click New
Dossier.
21 Dossier data sources © 2018 MicroStrategy, Inc.

Introduction to Dossiers: Storytelling and Collaboration Visualize your Data: Build a Dossier 2
Add a dataset
1 On the Dataset panel under Add data, click New Data.
2 In the Connect to Your Data window, select File From Disk .
3 Click Choose files.
4 Select the ProductSalesAnalysis.xlxs file and click Open. This should be saved
in your Dossier Exercise Files folder.
5 Click Finish.
6 In the Select Worksheets window, select both worksheets: Customer and

Sales Analysis. Whenever there are multiple worksheets in an imported file, you
will be prompted to select which worksheet you would like to add.
7 Click Select.
You have now successfully added a dataset to your dossier.
8 Click File, then select Save As.
9 In the Save in drop down menu, select My Reports.
10 In Name, type Product Sales Analysis. In Description, type Access 2016

product sales data, including KPIs and item/subcategory analyses.
11 Click OK.
12 Click Run newly saved dossier.
13 From the menu, click File, then Close to return to the My Reports folder.
© 2018 MicroStrategy, Inc. Dossier data sources 22

Design a first-class dossier

Best Know your audience
Practice
Who is going to view your dossier? Is the executive monitoring overall financial
information or do sales representatives need to view their individual statistics?
Keep in mind that each kind of viewer may need additional context to the data
story depending on their business role. Defining your audience before building
your dossier ensures your message will be effectively communicated.
Design data with a defined order for clear business

analysis
Dossier pages and chapters allow designers to logically group related data. The
table of contents then helps end users navigate through that related content.
Grouping like data together will allow users to navigate through the information
easily, notably when multiple users from different levels or departments are
viewing the same dossier.
Provide a summary overview on page 1

Your dossier’s first page should provide a high-level overview of the dossier data.
Then, the pages that follow should provide logically grouped details to support
the overview information on page 1. This gives viewers a quick assessment of the
data and helps add contexts to the in-depth analysis within the dossier.
23 Design a first-class dossier © 2018 MicroStrategy, Inc.

For example, in a dossier analyzing Help Desk tickets for an IT firm, page one can
provide a high-level overview of each key metric, such as resolution rate and wait
time. The subsequent pages will contain further analysis on each KPI.
Avoid clutter to highlight important data points

Each object on your dossier page should only be included to convey your
business message. All useful information should be clear to users at a glance.
Here, you can take advantage of the unique dossier features. For example, use
pages to separate different data points, or create a map filter instead of adding a
map visualization. With dossiers, you can create filters that are contained on a
separate filter panel to help make best use of the real estate on the actual dossier
page. In the example below, the dossier author added a map visualization where
you can select office branches to narrow the data on the chapter to show only
information for the selected office branch.
Select appropriate data visualizations to convey meaning

Choose visualizations that immediately show the end user the important data
points. Data should be the focus -- make sure there is a purpose for your
visualizations. For example, to track changes over time a simple line graph may
© 2018 MicroStrategy, Inc. Design a first-class dossier 24

work more efficiently than a complex 3D pie chart. In the bar graph below, users
can easily compare each location’s profit per year at a glance.
To learn more about visualizations, take the Visual Data Discovery - Visual Insights
10.113 course.
Format for a visually appealing and unified design

The use and selection of color when designing dossiers can improve the
readability of charts, drawing the users’ attention to important changes, trends,

and measures. You can format font and colors for your dossier that are applied to
each page, or format specific visualizations.
From the Format menu, you can choose from a list of predefined color palettes or
create your own. These color palettes will apply to the entire dossier, however you
can select Format Object from the Format menu, or select the Format panel to
change a visualization’s formatting. In the example, below, the Number of Order
Requests and Quantity of Items Sold visualization is selected.
Choose from options such as adding trend lines, changing the font size and color,
and displaying a graph’s legend.
© 2018 MicroStrategy, Inc. Design a first-class dossier 26

In the exercise below, we will apply formatting to the entire Product Sales Analysis
dossier.
Exercise 2.2: Format your dossier

The Product Sales Analysis dossier pages will contain visualizations with titles. The
first page will have three separate visualizations. You want to format your dossier
to ensure users have visual cues distinguishing each visualization by adding
borders around the visualization’s containers and increasing the title font size.
Increase the title font size
1 From the My Reports folder, open the Product Sales Analysis dossier.
2 Click Format from the toolbar.
3 Select Dossier Formatting.
4 Under Title, change the font size to 14.
Add container borders
1 Under Container, change the Border Style to Thick.
2 Change the color to Grey-50%.
3 Click OK.

4 Click the Save icon to save your changes.
Now all pages in your dossier are formatted with container borders and size 14
visualization titles.
Prompt follow-up action to enable decision making

Once you distribute your dossier to your audience, users should share new
information and feedback to continue the conversation. Dossiers support a highly
collaborative environment, which we will explore later in the course. Dossiers
include the following features to promote real time collaboration:
• Add comments
• Tag other uses
• Embed filters to narrow data in the comments
Finding your way around a dossier

The dossier interface is comprised of panels that allow for simple drag and drop
design.
• Contents panel: Contains the dossier table of contents. Edit, add, and remove
pages and chapters. You can also add a thumbnail cover image for the dossier
on this panel. This helps to identify dossiers once added to Library. For
© 2018 MicroStrategy, Inc. Finding your way around a dossier 28

example, add an image of a map for a dossier analyzing geographical

performance.
• Datasets panel: The datasets for the dossier are contained here. You can also
add new data through this panel.
The Format, Filter, and Editor panels are stacked next to the Dataset panel. Flip
between these three panels to customize your visualizations and chapters.
• Editor panel: Drag and drop data into the Rows, Columns, and Metrics
boxes to add the data to the visualization on the selected page.
Rows, columns, and metrics are the most common boxes, however different
visualizations will sometimes have different requirements. For example, a Heat
Map visualization will include a Color By box to color each rectangle to represent
its relative value.
29 Finding your way around a dossier © 2018 MicroStrategy, Inc.

• Filter panel: This panel allows you to apply filters to limit and specify the data
visible on the dossier chapter. You can use metrics, attributes, or visualizations
to filter the data.
• Format panel: Customize your visualization’s font and the container around
the data.
• Visualization Gallery: Available visualizations are listed here. Hover over an

icon to see the visualization name and data requirements.
• The toolbar above the visualization container (the content of the dossier
page) gives you several options to add items to the page:
 Add a visualization.
 Add a filter to the page to target visualizations. In the example below,
users can click the buttons listing each sales region to filter the
© 2018 MicroStrategy, Inc. Finding your way around a dossier 30

visualizations below it to see data for only that region.
 Add text.
 Add an image.

Add HTML.
Exercise 2.3: Rename and add chapters and pages

To ensure your audience can find relevant content in the Product Sales Analysis
dossier, in this exercise you will edit and add chapter and page names.
Rename and add a chapter
1 If needed, reopen the Product Sales Analysis dossier.
2 Right-click Chapter 1 in the Contents panel and select Rename. Type Sales
Summary.
3 Click the Add A Chapter icon on the toolbar. The new Chapter 1 appears
in the Contents panel.
4 Right-click Chapter 1 and select Rename. Type Item and Subcategory

Analysis.
Rename and add pages
1 Right-click Page 1 of the Sales Summary Analysis chapter in the Contents

panel and select Rename. Type 2016 KPIs.
31 Finding your way around a dossier © 2018 MicroStrategy, Inc.

2 Right-click Page 1 under the Items and Subcategory Analysis chapter and
select Rename. Type Items Purchased.
3 Right-click Items Purchased and select Insert Page. Page 1 appears below
the Items Purchase page.
4 Right-click Page 1 and select Rename. Rename the page Subcategory

Analysis.
5 Save your work. Your Table of Contents should match the image below.
Leveraging data visualizations

Data visualizations are grids, graphs, and other displays placed on the dossier
pages that make your data interactive and easy to interpret. Data visualizations
convey concepts to your audience at a glance without asking them to pour over
spreadsheets or reports. Dossier visualizations can be interactive - end users can
drill down into charts and graphs for more detail or use visualizations to filter
data. In the example below, the bar charts show the revenue and forecast clearly
for top ten and bottom ten accounts.
© 2018 MicroStrategy, Inc. Leveraging data visualizations 32

Some uses of visualizations include:
• Identify areas that need improvement
• Predict sales volume
• Compare revenue over time
Pausing data retrieval during dossier creation

As you add visualizations to you dossiers, you can pause the data query. If the
dossier accesses large datasets, this allows you to quickly edit and modify your
dossier without delaying to retrieve data from the data source. After clicking the
Pause Dossier Execution icon on the toolbar, you can modify, add, and
remove objects and filters on the dossier. After you complete editing in Pause
mode, click the Resume Dossier Execution icon to retrieve relevant data
from the data source.
For example, the dossier shown below was paused, and then two attributes and
two metrics were added to Visualization 1, a grid. A second visualization, a heat
map, was added to the dossier, but no objects have been added to it yet.
Exercise 2.4: Add a combo chart and KPI widget

visualization
In this exercise, you will add a combo chart and KPI visualizations to the 2016 KPIs
page of your dossier. The purpose of the first page of your dossier is to give users
an overview of 2016 performance. The combo chart will display cost and revenue
across 2016 to see trends across the year. The KPI widget will display profit,
33 Leveraging data visualizations © 2018 MicroStrategy, Inc.

revenue, and cost for 2016 to display nicely formatted key performance
indicators.
Add the combo chart
1 Open the Product Sales Analysis from the My Reports folder.
2 Select the 2016 KPIs page.
3 From the Visualization Gallery, click the Combo Chart icon .
4 From the Datasets panel, click and drag the Profit and Cost metrics into the
Vertical drop zone.
5 Click and drag the Month attribute into the Horizontal drop zone.
6 To combine the bar graphs, click the Combo Chart icon in the visualization
gallery. The combo chart now shows profit by month with a bar graph and
cost through a line graph.
7 To add another visual data indicator to your combo chart, click and drag Profit
from the Datasets panel to the Color By drop zone. The bars and line are now
shaded by profit: the darker the bar the higher the profit.
8 Drag Revenue from the datasets panel into the Tooltip drop zone. Now, when
users hover over either a bar or line, they will see the key metrics for that data
point.
9 To rename the combo chart, double click the title, Visualization 1. Type 2016
Key Performance Indicators.

10 Save your dossier.
Add the KPI widget
1 From the toolbar above the combo chart, click the Add Visualization
icon three times.
2 Click and drag the new visualizations so they are below the combo chart.
3 Select the container for Visualization 1.
4 From the Visualization Gallery, click KPI Widget .
5 From the Dataset panel, drag Cost to the Metric drop zone in the Editor panel.
6 Select the container for Visualization 2 and click KPI Widget from the
Visualization Gallery.
7 From the Dataset panel, drag Profit to the Metric drop zone.
8 Select the container for Visualization 3 and click KPI Widget from the
Visualization Gallery.
9 From the Dataset panel, drag Revenue to the Metric drop zone.
10 Select the Cost KPI widget. On the Format panel , clear Show title bar.
Repeat this step for the other KPI widgets.
11 Click the 2016 Key Performance Indicators container and hover over the
bottom of the container. When the white double arrow appears, drag the
35 Leveraging data visualizations © 2018 MicroStrategy, Inc.

bottom of the container downward so the chart takes up the majority of the
page.
12 Save your dossier.
Exercise 2.5: Add visualizations to the Items Purchased

page
The Book Worms Online Chief Sales Officer would like to see a comprehensive
breakdown of customers to understand how volume of items purchased affects
customer dollars spent. In this exercise, you will add a bubble chart to display
customer spend versus items purchased.
Add a bubble chart
1 Select the Items Purchased page.
2 From the Visualization Gallery, click Bubble Chart .
3 Click the Editor panel to view the drop boxes for the chart’s metrics and
attributes.
4 From the Datasets panel, drag the Items metric into the Vertical drop zone.
Once you add the Customer attribute in step 6, the closer to the top of the
graph the bubble is, the more items the customer purchased.
5 Drag the Spent metric into the Horizontal drop zone. The further to the right
of the graph the bubble is, the more the customer has spent.

6 Drag the Customer attribute into the Break By drop zone. Now, each bubble
represents an individual customer.
7 Drag Cluster into the Color By drop zone. The cluster number places
customers into groups based on dollars spent, so each color adds another
visual indicator of how much our customers have spent.
8 Double-click the title Visualization 1. Type Customer Segmentation by

Items Purchased and Spend.
9 Save the dossier.
Based on the Bubble Chart, is there a correlation between number of items purchased
and dollars spent?
Narrow data through filters

Knowing your audience is an important dossier design step. At times, you may
have a diverse audience that needs to see different views of the dossier data. For
example, in a dossier tracking patient referrals from a primary care practice, each
service line leader only wants to see data for their business. To achieve this, you
can add a customizable filter so the cardiology group can view cardiology
referrals, surgery can view surgery referrals, and so on. With that in mind, dossiers
have innovative filtering options to limit and customize the data displayed on any
metric or attribute.
In addition to filtering on specific attributes and metrics, dossier designers can

add visualizations as filters in the Filter panel for highly contextual and intuitive
filtering without using valuable page space. In the example below, the dossier
37 Narrow data through filters © 2018 MicroStrategy, Inc.

author created a bar graph of the company’s sales departments. The user has
selected 8 departments from a bar graph to filter his data on the dossier chapter.
End users can utilize filters in MicroStrategy Library when viewing your dossier to
view the information they need to see, then send those results to other users.
Filtering chapters
You can create filters (including visualizations as filters) that target each page
within a chapter using the Filter panel. In the example below, the Revenue and
Forecast chapter has two filters -- World Region and Year Quarter. These filters can
only be applied to the Regional Analysis and Forecast by Age chapters.
© 2018 MicroStrategy, Inc. Narrow data through filters 38

The Global Pipeline chapter include a Region and Direct Manager filter.
Filtering pages and visualizations

To further customize the data displayed in your dossier, you can apply filters to
pages and specific visualizations. All the different types of filters interact with
each other. For example, a visualization can be targeted by both a chapter filter
and a page filter. Both filters determine what the visualization displays.
Use the filter options below to narrow data at the page or visualization level:
• Linking pages. With this feature, you can select a visualization on one page to
filter or highlight visualization(s) on other pages. To create this filter, click the
Menu icon in the corner of the visualization container, then click Select
Target.

In the example above, a bar chart with quarters is selected as the source filter.
The designer can then select visualizations on the next page to be the target
of that filter. When a user selects a bar on the source graph, only data for that
quarter will be visible in the graphs in the target page.
• Drilling within visualizations, meaning you can view the data at a summarized
or higher level. For example, you can drill up from city to state, or down from
year to quarter. Right-click the desired data point, then hover over Drill to
view drilling options.
• Insert a filter into the dossier page using the Filter icon on the toolbar.
The filters can be formatted as selectors (buttons, text searches, drop down,
radio buttons, or sliders) on the dossier interface itself, and can target other
visualizations on the canvas. After clicking the Filter icon, drag any attribute
or metric to the filter container on the page. From there, you can customize
the filter display style, for example, choose between a drop-down list or check
boxes.
End users can click the options shown to narrow the data on the page. The
example below contains two page filters -- radio buttons to view museums

and monuments with free admission, and a button bar to choose between
museums and monuments.
• Narrow the data displayed on the target, without allowing the end user to
update the filter selections. For example, you can add a filter on a bar graph to
show only revenue from 2016 and it will not affect the other visualizations on
the same page. To create this filter, click the Menu icon in the corner of the
visualization container, then select Edit Filter.
• You can also create a link from a text box or image to:
 Another page in the current dossier
 A URL, which opens in a new browser window
 Another dossier
 A report or document
Use these links and page-to-page filtering to create custom workflows or

guided analysis in your dossiers, to tell a story about your data.

Use the table below to decide which type of filter meets your needs. (The target of
a filter is what the filter updates or changes.)
End Result Target of the Filter Filter Type
Use a visualization to filter the All pages in a chapter Visualization-as-a-filter at the chapter level
target • Create a new visualization in the Filter
panel
Specific visualizations Visualization-as-a-filter at the page level

on a page • Use an existing visualization on the
same page as the target
• Select attribute elements All pages in a chapter Object filter at the chapter level
• Compare metric values to a • Create an object filter on the Filter panel
specific value or range of
values Specific visualizations Object filter at the page level
on a page • Create a stand-alone filter
Use a visualization on one page A specific visualization Page-to-page filter

as a link to jump to and filter the on another page • Use an existing visualization that has an
target attribute in common with the target
Narrow the data displayed on A specific visualization Designer filter

the target, without allowing the • Edit the filter on the target to create a
end user to update the filter qualification
selections
The elements of a business attribute are the unique values for that attribute. For
example, 2016 and 2017 are elements of the Year attribute, while New York and
London are elements of the City attribute.
Prompts
A prompt is a question presented to a user when a dossier is run; how the user
answers the question determines what data is included on the dossier. Effectively,
each user creates his own filter for the dossier. Prompts in a dossier provide rich
interactivity, allowing each analyst to display the data relevant to her. When you

import a MicroStrategy report that contains a prompt, you answer the prompt
during the import process, as shown below.
Only the data that you select is imported. In this example, only Central,
Mid-Atlantic, Northeast, and Southeast regions are imported. When you create a
grid from this dataset, only those regions are displayed on the grid.

When you open a dossier with a prompted dataset in Library, you answer the
prompt, just as in Web:
Exercise 2.6: Use an area map to filter the Item and

Subcategory Analysis chapter
Book Worms Online operates across the United States, but regional distributors
need to see data for their specific territory. T0 allow end users to see data for a
state or region in the Item and Subcategory Analysis chapter, you will add a map
as a filter.
Add the State attribute
Before adding data to the map, you need to add a State attribute to the dataset.
1 Select the Items Purchased page.
2 Right-click City in the Datasets panel.
3 Select Define Geography, then under Create Additional Attributes, select

State.

4 Click OK.
5 Right-click the City (State) attribute and click Rename. Type State.
Create an area map filter
1 Click the Filter panel.
2 Click the Menu icon next to the chapter name in the Filter panel. Click Add
Visualization Filter.
3 From the Visualization Gallery on the right, click Map .
4 Click the Format panel.
5 Under Type, click the drop-down menu and select Area.
6 Click the Editor panel.
7 Click and drag the State attribute into the Geo Attribute drop zone.

8 Click and drag the Revenue metric into the Color By drop zone. Each state is
now colored according to revenue in 2016 -- the darker the state, the more
revenue that state generated.
9 To rename the filter, double-click the title above the map, Visualization 1, and
type Filter by State.
10 Click Save at the top of the tool bar.
Interact with the visualization filter
1 On the Filter panel, click Please select data point.
2 Click the Freeform Selection Tool at the top left of the map panel.

3 Draw a circle around the East Coast, like the image below. When you let go of
the mouse, all the East Coast states are highlighted.
4 Click Done at the top of the map. The bubble chart is now filtered for
customers in the East Coast only.
5 Save the dossier.
Exercise 2.7: Create a grid on the Subcategory Analysis

page
For the final dossier page, we will add a simple grid to view the profit of each
subcategory. In this exercise, you will see how the visualization filter interacts with
all the pages in a chapter.
Add a grid and edit the visualization filter
1 Click the Subcategory Analysis page.
2 Select Grid from the Visualization Gallery.
3 From the Datasets panel, drag Subcategory into Rows and Profit into
Metrics.
4 Double-click the title, Visualization 1, and type Profit by Subcategory.
5 Click the Filter panel. Notice that the visualization filter is still showing data for
only the East Coast.

6 Click Filter by State.
7 Click California on the map, then select Done. The filter now only shows data
for California in the Item and Subcategory Analysis chapter.
8 Click back to the Items Purchased page. Notice that the bubbles on the chart
are only for California.
9 Click the 2016 KPIs page. The filter has not been applied here, instead we see
data for each state.
10 Save your work.
Exercise 2.8: Use the combo chart to filter the grid

visualization
The Chief Marketing Officer is interested in seeing profit by subcategory broken
down by month. However, the grid should only show two columns as most users
want to view data for all of 2016.
To do so, in this exercise you will link the combo chart to the grid. This will allow a
user to select a month on the bar chart to have the grid only display data for that
bar’s month.
Clear the map visualization filter
1 Click the Subcategory Analysis page.
2 On the Filter Panel, click the Menu icon next to Filter by State.
3 Select Unset Filter. The filter has been cleared for the Item and Subcategory
Analysis chapter and data is shown for all US states.

Link the combo chart and grid visualizations
1 Use the Table of Contents to navigate to the 2016 KPIs page.
2 Click the container for the 2016 Key Performance Indicators visualization.
3 Click the Menu icon on the corner and click Select Targets.
Notice the blue bar at the top -- the 2016 Key Performance Indicators
visualization is the source to filter a visualization of your choice. Within the
Table of Contents, the 2016 KPIs page has the source symbol next to it.
4 Click the Subcategory Analysis page from the Table of Contents.
5 Click the grid visualization to select it as the target for the filter.
6 Click Apply on the top right corner to apply the filter. You return to the 2016
KPIs page.

Now the 2016 KPIs and Subcategory Analysis pages are linked -- you can use
the combo chart to filter the graph. In the steps below, you will use the bars in
the chart to filter the grid for a specific month.
Filter the chart to September 2016
1 Right-click the September 2016 bar on the combo chart, then select Go to
Target.
The grid now shows data for only September 2016.
2 To clear the filter, click the Clear filter icon on the top right corner of the grid
visualization.
3 Select Clear All.
4 Save your dossier. Select File from the toolbar, then Close to return to the My
Reports folder.
Activity: Explore Geospatial Services with the

Earthquakes dossier
In the previous exercise, you created an ESRI map as a filter. You can also display a
high-performance vector map using a Geospatial Service map, which allows you
to:
• Show geographic areas down to the detail of the postal code for most
countries.
© 2018 MicroStrategy, Inc. Activity: Explore Geospatial Services with the Earthquakes dossier 50
• Zoom through map layers from the entire world to the street level.
• Tilt the map for a 3D view.
• Color areas using an attribute’s elements.
In this activity, you are a data analyst for a geological research institute. You've
been asked to make a simple, interactive dossier that allows users to explore
earthquakes in 2017. You decide the dossier should include a Geospatial Services
map visualization that shows:
• A country layer displaying the number of earthquakes.
• A state layer displaying the max earthquake magnitude in 2017.
• An earthquake layer displaying each earthquake and its magnitude.
Create a new dossier and add the data
1 From the Shared Reports page, click Create, then select New Dossier.
2 To add the earthquake data, click New Data in the Datasets panel.
3 Select File from Disk.
4 Click Choose Files and select usgs-quakes-2017.xlsx.
5 To check that your data is imported correctly, click Prepare Data.
6 Select both the Quakes 2017 and State Magnitude worksheets.
7 Click Select to prepare the Excel sheets.
51 Activity: Explore Geospatial Services with the Earthquakes dossier © 2018 MicroStrategy, Inc.
8 You would like State Name to be defined as a geoattribute so you can plot
states in a map visualization. Right-click the State Name attribute.
9 Hover over Define Geography. In Select Geographic Type, choose State. Click
OK. State Name is now a geoattribute.
10 Your data is ready for your dossier. Click Finish to close the Preview window.
11 Save your dossier in the My Reports folder. Name the dossier

Earthquakes_Dossier.
12 Click OK, then select Run newly saved dossier.
Create the Country layer
1 To change the visualization from a grid to a Geospatial Service map, click the
Geospatial Service icon from the visualization gallery.
2 From the Datasets panel, drag the Country Name geoattribute to the Geo
Attribute drop zone.
3 You want to add a threshold that shades each country by number of

earthquakes. Drag the # Quakes metric to the Color By drop zone. The darker
the country, the higher number of earthquakes occurred in 2017.
4 Currently, the map is displayed as a marker map, however you would like the
Country layer to display as an area map. Area maps are useful when you want
to display two-dimensional areas, in this case, countries. To change the map
type, click the Format panel.
5 Change the Type to Area.
6 You would like to display a data label with the number of quakes so users can
easily see how many earthquakes each country had. Under Data Labels, click
Values.
7 Save your work.
Your map should match the image below.
Customize the # of Quakes threshold
The blue threshold range isn’t easily distinguishable — it is difficult to glance at

the map and discern which countries had a high number of earthquakes. You
decide to create custom threshold colors.
1 Select the Editor panel.
2 In the Color By drop zone, right-click the # Quakes metric, then click
Thresholds.
3 You want the countries with the highest percentage of earthquakes to show in
the largest color band. Click the arrow on the 80% color band and change the
band to 95%.
4 Right-click the 0 to 20% band and select Change Color.
5 Click the Palette icon. In the Color HEX box, type 229db6. Click OK.
6 Right-click the 20% to 40% band and click Change Color.
7 In the Color HEX box, type 7fb08b. Click OK.
9 In the Color HEX box, type f1b947. Click OK
11 In the Color HEX box, type e06431. Click OK.
12 Right-click the final band and click Change Color.
13 In the Color HEX box, type ce2d27. Click OK.
Your map should match the image below.
Add the State layer
1 To add the next map layer, in Editor panel click Add under Layer 1.
2 Drag State Name to the Geo Attribute drop zone.
3 To color the states by the maximum magnitude earthquake in 2017, drag the
Max State Magnitude metric to the Color By drop zone.
4 Since states are two-dimensional areas, you want to display them as an area
map. Click the Format tab. Change the Type to Area.
The State layer is now shown beneath the Countries layer as an area map.
5 Click the Editor panel. Notice that the State Name attribute has an
exclamation point next to it. Geospatial Services alerts you when there may be
duplicates, in this case, 4% of our states have duplicate matches. You can add
additional geoattributes to get better results.
6 Add the Country Name attribute to the Geo Attribute drop zone, below
State Name. Now only 1% of States are duplicates.
Add the Earthquake layer
1 Now you want to add a layer displaying each earthquake in 2017. In the
Format panel, click Add in the Layers drop zone.
2 Drag the Latitude attribute to the Latitude drop zone.
3 In the Notification window, click Continue.
4 Drag the Longitude attribute to the Longitude drop zone.
5 To color the earthquakes by magnitude, drag the Magnitude metric to the

Color By drop zone.
6 You’d like to earthquake threshold colors to be red. Right-click the Magnitude

metric in the Color By drop zone. Click Thresholds.
7 Change the Color to Red. Then click OK.
8 Save your work.
Rename the layers and the visualization
1 Right-click Layer 1 and select Rename. Type Countries.
2 Right-click Layer 2 and select Rename. Type States.
3 Right-click Layer 3 and select Rename. Type Earthquakes.
4 Double-click the visualization title, Visualization 1, and type 2017

Earthquakes.
Change the zoom levels
The visualizations looks incredibly busy with all the layers showing. It’s hard to
read the map and glean any analysis, the colors and layers are distracting. With
Geospatial Services, you can change the zoom level on each layer so that layers
are visible or invisible based on zoom level.
1 Click the Format panel. From the first drop down menu, select Map Options.
2 Select Zoom through layers.
The whisker line (shown below World in the example above) indicates the
current zoom level of the map. The blue lines at the start and end of the
Countries, States, and Earthquakes bars indicate the level at which that map
layer is displayed. Right now, all layers are displayed all the time.
3 Drag the start line for States to the 3.5 level. (The numbers are displayed
when you hover your cursor over the bar.)
4 Drag the end line for States to the 7.5 level.
5 Drag the start line for Earthquakes to the 5 level.
6 Drag the end line for Countries to the 4.3 level.
The zoom layers should resemble the following:
Define the zoom level for clustering
7 On the Format panel, select Formatting on layer from the first drop-down
list.
8 Select Earthquakes from the second drop-down list.
9 Select the Enable Clustering check box.
10 Drag the pointer to 8, as shown below. The earthquakes will be clustered until
zoom level 8.
When we look at the dossier in Library, we will explore the effects of this
clustering zoom level.
11 Save the dossier.
Share the dossier to your Library
12 From the Share menu, select Get a link to MicroStrategy Library.
13 Click Launch.
14 In Library, click Add to Library.
Explore Geospatial Service in Library
1 Search for Kaikoura, Canturbury Region, New Zealand. (The search box is
displayed when you hover your cursor over the map.)
The map zooms in to display Kaikoura. Notice that neither the State nor
Countries layers are displayed.
2 Display the Earthquake legend, by clicking the Show Legend icon in the
map toolbar.
3 Zoom out, using the map toolbar, until both earthquake and state are
displayed. Notice that the State legend is now displayed and the earthquakes
are now clustered, according to the clustering zoom level that we set.
4 Zoom out again, using the map toolbar, until the earthquakes are no longer
displayed.
5 Click the reset icon on the map toolbar to return to the initial view of the
map.
3
SHARING ENTERPRISE INSIGHTS:
MICROSTRATEGY LIBRARY
Engage with dossiers in MicroStrategy Library
Once you complete your dossier, you’ll want to share your insights across your
enterprise and encourage feedback. However, as is the case many times, your
client is in another city, your boss is on the road, and a meeting with your busy
© 2018 MicroStrategy, Inc. Engage with dossiers in MicroStrategy Library 62

3 Sharing Enterprise Insights: MicroStrategy Library Introduction to Dossiers: Storytelling and Collaboration
schedules can’t seem to happen in the near future. How can you ensure all key
players review your findings? With MicroStrategy Library, everyone can easily
interact with dossiers through a unified landing page.
MicroStrategy Library provides a simple visual library to find the dossier content
you and your colleagues need. From tagging users in comments to a fast and
efficient search bar, MicroStrategy Library makes sharing business intelligence
simple. You can also share documents in Library to streamline distributing all your
MicroStrategy objects. Away from the office? You can also access your Library on
the go with Library Mobile, which will be covered in the next chapter.
To launch your Library, simply click MicroStrategy Library on the toolbar in

MicroStrategy Web. This chapter will cover adding dossiers to your Library and
how to utilize Library’s interface. Additional features of the Library home page will
be covered in the Mobile chapter.
You can store all types of MicroStrategy data displays in Library. For more information
on documents, take the Advanced Documents 10.413 course.
Verify and validate: Certified dossiers
63 Verify and validate: Certified dossiers © 2018 MicroStrategy, Inc.

Introduction to Dossiers: Storytelling and Collaboration Sharing Enterprise Insights: MicroStrategy Library 3
When making business decisions based on data, data governance, which is the
overall management and integrity of data across the enterprise, is a critical asset.
To ensure accuracy within MicroStrategy Library, users with a certifier role have
the ability to certify a document, dossier, or dataset. This offers an easy way to
implement governance across a self-service deployment and makes it clear for
business users which content is tied to trusted data sources.
For example, a financial services firm employs a business analyst that certifies the
data in her company’s dossier is clean and accurate. She tests the data and when
she finds the data is good to go, she certifies the dossier in Library, letting her
colleagues know the dossier has been fact checked.
With the dossier you created, the Chief Sales Officer at Book Worms Online has
been granted the Certifier role for the company’s MicroStrategy platform. Once he
certifies your Product Sales Analysis dossier, the company understands the
content is accurate and has the seal of approval. Certified dossiers help to
maintain a single version of truth, while providing flexibility for authoring content
with multiple users.
Exercise 3.1: Certify the Product Sales Analysis dossier

1 Navigate to the My Reports folder in MicroStrategy Tutorial.
2 Right-click the Product Sales Analysis dossier.
3 Select Properties.
© 2018 MicroStrategy, Inc. Verify and validate: Certified dossiers 64

4 Select Certified.
5 Click OK. Your dossier is now certified.
Exercise 3.2: Share and view your dossier in Library
Add a thumbnail cover image
To quickly identify dossiers in your Library, you can add a cover image thumbnail.
Choose from MicroStrategy stock images or add a web URL or custom images.
1 Open the Product Sales Analysis dossier from the My Reports folder.
2 Make sure the Table of Contents is in List View. If it is in Tab View, click the
Table of Contents icon and select List View.
3 Click Change Cover under the Contents panel.

4 Select one image 18-13/36.jpg and click Save.
5 Save the dossier.
The image now appears under the Contents panel and will be the thumbnail
image in Library.
View your dossier in Library
1 From the menu, click Share, then select Get a link to MicroStrategy Library.
2 To automatically launch your Library, select Launch.
To share with other users, you can either select Email Link or copy the link to your
clipboard.
You are now viewing your dossier in Library.
© 2018 MicroStrategy, Inc. Verify and validate: Certified dossiers 66

On the top of the dossier, you will see a message that says You have not added
the dossier to your Library. Click Add to Library.
3 Click the Library icon in the top right corner to view your virtual
bookshelf.
You are now in your Library home page. Here, you can search for and select
the dossier you would like to view. This page serves as your virtual bookshelf
to store your MicroStrategy dossiers and documents.
4 Click the Information icon on the bottom right of your dossier. Here, you
can see details such as the description, as well as export the dossier as a PDF
or .MSTR file. Notice the dossier also displays the Certified icon.
You can also discover and explore dossiers that are relevant to the current
dossier you’re viewing. Based on metadata affinity, such as similar attributes
and metrics, the recommendation engine displays dossiers with relevant
content. The recommendation engine gives users the opportunity to analyze
related data through dossiers they might not have found otherwise.
Dossier design is an iterative process - your manager might want you to add a
new page, a colleague posts a comment requesting a filter by state, or you
decide to change a bar graph visualization to a heat map. When you're in
Library, you can quickly jump into Web edit mode of your dossier without
needing to navigate to Web. To return to Web, Click the Information icon,
then click the Edit icon and Web will open in a new tab.

Personalize and manage your Library

As you add more dossiers and other MicroStrategy objects to your Library, you'll
want to manage and personalize your virtual bookshelf. To make your Library
easy to navigate, you can sort your dossiers by name, date added, date updated,
or date viewed. Additionally, you can rename or delete dossiers in your Library.
These options are available when you click the user ID icon (for this class, the user
ID is U) and select Manage My Library.
On the Settings page, you can:
• Rename dossiers
• Delete dossiers
• Download dossier caches for Mobile
To help find the data you need, use Library’s powerful search options. Use key
words to find dossiers, metrics, attributes, pages, visualizations, and chapters in
your Library. In the example below, we wanted to find information on revenue for
© 2018 MicroStrategy, Inc. Personalize and manage your Library 68

Office Royale. By typing “Revenue” in the search bar, we see the Chapter with
revenue, metrics, and a visualization with Revenue in the title.
Collaborate and communicate

When interacting with dossiers in Library, you will want to share and keep track of
your feedback on the presented information. You may want to ask the dossier
author questions about a specific page, or show your colleague sales revenue in
Nebraska in 2016. Instead of sending emails or having a discussion via instant
messages, you can have these conversations directly on the dossier pages, not
lost in an inbox.
Through Library collaboration, you and your team can:
• Gain new insight on your analytics through reading other user's thoughts and
conclusions.
• Share findings with your colleagues in real time, not in another email thread.
• Add comments to specific users by tagging them with @user_name.
• Reach out to subject matter experts and have a conversation alongside your
data visualizations.
• Share a link to your “view” of a dossier, such as your current filter settings, to
provide additional context by using @filter in your comment.
Anyone who has access to a dossier through Library can ask questions, highlight
trends, and share their current filter state with others. Once you tag users in
comments or invite them to view a dossier, they can receive real-time
69 Collaborate and communicate © 2018 MicroStrategy, Inc.

notifications via email, browser banners, page and library alerts, or push
notifications on their mobile device.
The notifications icon will display a red circle when you receive a new
comment or are invited to a dossier, ensuring you won’t miss anything. Similarly,
when a new comment is added to a dossier page, the Comment icon will show a
red circle .
To view the comments and the page side by side, you can pin the comments pane
to each page by clicking the Pin icon in the Comment panel. Use this view to
interact with dossier pages, such as change data views through filters or drilling,
and read or add comments without needing to reopen the comment panel.
When you make specific changes to the dossier in your Library, such as drilling or
adding a filter, those changes are saved in your Library’s version of the dossier, but
you can use the Reset icon to return to the original view.
© 2018 MicroStrategy, Inc. Collaborate and communicate 70

In the activity below, you will delve into some of the collaboration features Library
offers.
Activity: Explore Library collaboration methods

Now that you've finished your dossier design, you've given the analysis to
regional sales managers to help them understand the overall business of the
company and their specific territories in 2016.
You're now the Regional Sales Manager - Southwest Division at Book Worms
Online. In this activity, you will explore the Product Sales Analysis dossier to take a
closer look at your business metrics for 2016.
Navigate through the Table of Contents

As a dossier designer, you set up your pages and chapters to help logically guide
end users through your dossier. Follow the steps below to navigate the Table of
Contents in Library.
Navigate the table of contents
1 In your Library home page, click the Product Sales Analysis dossier to open
it.
2 Click the Table of Contents icon in the upper right corner. Then select
Items Purchased.
3 Click the Table of Contents icon again. Select Sales Summary. Because this
chapter only has one page, the title of the chapter is displayed in the table of
contents.

Personalize filters
While viewing a dossier in Library, you can edit any of the filters authors have
added to a chapter. This allows you to customize your view of the data points.
You noticed that Texas is the darkest blue state in your region, indicating the
highest profit in the Southwest for 2016. This is great to see -- in 2015 Texas’s sales
were down 20% from 2014 and had the lowest profit in the Southwest.
You want to take a closer look at the data to see what subcategories had the
highest profit in Texas. You also want to understand if one customer is driving the
profit or if it is an overall trend for all Texans purchasing your products.
Use the area map to filter for Texas data
1 Click the Table of Contents and select the Items Purchased page.
2 Click the Filter icon on the top right corner of the tool bar.
3 To edit the filter, click Filter by State.
When designing the dossier, you applied filters to the Item and Subcategory
Analysis chapter, then cleared it to show data for all of the US. If you had left
the filter on, users in Library would see the data points you filtered for. In
Library, users can edit any filters designers added to the dossier.

4 In the Area Map, select Texas.
5 Select Apply in the Filter Data box. The bubble chart on the Items Purchased
page and the grid on the Subcategory Analysis page now only show data for
Texas. Now, you can determine if customers overall are spending more in
Texas or if one individual is driving the profit and what products are garnering
the most profit.
Communicate with page-specific comments

The Comments feature in Library gives users the opportunity to add input to each
dossier page. Use the Comments area to give context to a dossier, such as
explaining any nuances to the data, and interact with other users by tagging
them in comments. You can embed filters in the comments as well, allowing you
to show other users’ specific data points. Though comments appear on a
page-by-page basis, filters will be applied to the entire chapter.
You would like your manager to view the data for Texas to show him how
profitable 2016 for Texas as it was a previously tough market. In the steps below,

you will embed the Texas only filter you created to a comment on the Item and
Subcategory Analysis chapter.
Embed the Texas filter in a comment
1 Click the Table of Contents and select the Items Purchased page.
2 Click the Comments icon.
3 Click in the Add Comment box.
4 Select the Filter icon in the comment box. Double-click the word filter in the
comment box and type Click here to view Texas only data.
5 Click Post. Your comment is now visible in the comments section of the Items
Purchased page.
6 To view the filter as another user, first click the Reset icon on the top left of the
toolbar, then click Yes.
7 Click the Table of Contents and navigate to the Items Purchased page.
8 Click the Comments icon, then click the blue Click here to view Texas only
data link. The Texas filter has now been applied.
Drill to view data at different levels

As within MicroStrategy Web, Library users can drill to other levels of the data.
Simply right-click on a component of a visualization, such as a bar or line, and
select Drill to view the available levels.

Drill within the combo chart
1 Click the Table of Contents and select the Sales Summary chapter.
2 Right-click any of the bars in the combo chart.
3 Hover over Drill and select Category.
The visualization now shows Profit, Revenue, and Cost for the selected month.
Notice the level is labeled above the visualization.
4 To further narrow your data, right-click Electronics, hover over Drill and
select State.
Now, the visualization shows the key metrics for the electronics category for
the selected month by state.
5 Click the Reset icon, then select Yes. The dossier has returned to the original
settings.
Exercise 3.3: Respond to user comments and update the

dossier
As the Product Sales Analysis dossier designer, you've been tagged in multiple
comments in Library. Your team has given you great feedback on the Sales
Analysis dossier. While reading through page comments in Library, a couple of
colleagues in sales have requested a filter by city to the Sales Summary chapter.
You agree this would be helpful, and it would be a quick fix to add this filter. In this
activity, you will use the Edit link to return to MicroStrategy Web and add the filter.

Navigate to the Edit link
1 From any dossier page, click the Library icon to return to the Library
home page.
2 the Information icon on the Product Sales Analysis thumbnail.
3 Click the Edit icon. A new browser tab will launch with the Edit mode of
MicroStrategy Web.
Add the City filter to the Sales Summary chapter
1 Select the 2016 KPIs page from the Table of Contents.
2 Select the Filter panel.
3 Select the City attribute from the Dataset panel and drag the attribute into
the Filter panel.
Change the filter display style
4 To change the filter display style from a search box to check boxes, click the
Menu icon next to City.
5 Select Display Style, then select Check Boxes.
6 Save the dossier.

Add a comment in Library to alert others to the new filter
1 Select the browser tab with your Library. If you do not have the tab open, use
the Share menu in Web to launch your dossier in Library.
2 Navigate to the 2016 KPIs page. Click the Filter icon to view the city filter.
3 Click the Comment icon and type @MSTR User, the city filter has been
added to the Sales Summary page, then click Post to add your comment.
Expand your audience: Additional sharing methods
Library allows you to directly share dossiers with colleagues and clients. The Share
menu, pictured above, shows different sharing options. You can direct users to
the dossier in Library by inviting users directly to the dossier, copying a link, or

sending an email with the dossier link. Alternatively, you can export the dossier as
a PDF or MSTR file.
When you export a dossier to PDF, you can customize the specifications to share a
specific view of the dossier. Customization options include page orientation, page
size, page header and footer visibility, and exporting a specific visualization.
Using the MicroStrategy Web Share link, you can embed your dossier into a web
page. You can use single sign on for user authentication so viewers on your
website do not need to log in to interact with the dossier. For more information
on embedding dossiers, take the SDK for Customizing Analytical Applications
10.213 course.


4
RESPONSIVE MOBILE DESIGN
Mobile dossiers: Seamless design and

deployment
Accessing business intelligence on the go is essential as we rely more and more
on mobile devices to stay connected. Whether you’re traveling to a client site, on
the shop floor, or attending a conference, it is imperative to have data at your
fingertips. With the MicroStrategy Library App, connecting to your intelligence
anywhere is easier than ever.
© 2018 MicroStrategy, Inc. Mobile dossiers: Seamless design and deployment 80

4 Responsive Mobile Design Introduction to Dossiers: Storytelling and Collaboration
Dossiers allow you to view content seamlessly across the web and mobile devices
without needing to use code or make significant changes to your web-based
dossier. Build your dossier once and deploy it everywhere. After you’ve added a
dossier to your Library, simply open the MicroStrategy Library app on your mobile
device, login, and search your Library to find the dossiers you need
Prioritizing the user experience

The Library app is designed with user experience top-of-mind. The features below
enhance usability, accessibility, and user interaction with dossiers and
MicroStrategy Library on their mobile devices.
Native app development
The Library app is native for iOS and Android, meaning the app has been
developed specifically for each of those platforms. Because of this, dossiers
interact with and take advantage of device-specific features and the latest
technology, such as GPS and TouchID/FaceID to log in securely.
Using long swipe, you can sort charts in ascending or descending order. Long
and/or double tap displays a filtering menu with Keep Only, Exclude, or Drill
options. You can also use free form lasso options to multi-select items in
visualizations
81 Mobile dossiers: Seamless design and deployment © 2018 MicroStrategy, Inc.

Introduction to Dossiers: Storytelling and Collaboration Responsive Mobile Design 4
Library App: Responsive design
Dossiers include a built in responsive design that eliminates the need for a
different design and development for each unique device. Dossier components,
such as visualizations, filters, images, and notification panels are automatically
resized and arranged for optimal display on a mobile device. In addition to the
changes you can make as a dossier designer, dossier on mobile devices
automatically rearranges layout components to fit different factors, such as screen
size and position, for optimal viewing.
Touch-optimization
The Library App incorporates a touch-optimized interface for enhanced
navigation and filtering. The mobile design works in intuitive and predictable
ways, for example, tap a slice of a pie chart to view more information or drill to
another data level, or use right/left swipes to navigate to the next page. In the
image below, the analyst is using the lasso tool to select a group of data points on
a bubble chart.

Best Mobile preview in MicroStrategy Web

Practice
To ensure your dossier pages’ content is optimized for mobile use, when
designing your dossier in Web you can preview each page as it appears in portrait
view using Responsive Preview. Responsive Preview mode lets you see if any
changes need to be made before you deploy your dossier on a mobile device in
the Library App. For example, group a pie chart and bar chart showing revenue
together so users can see contextual information on one screen. It is best practice
to preview your dossiers in Responsive Preview before adding them to Library.
Exercise 4.1: Optimize the Product Sales Analysis dossier

for mobile
In this exercise, you will group the KPI widgets on the 2016 KPIs page to design an
enhanced mobile user experience.
Reopen the Product Sales Analysis dossier
1 Log back into MicroStrategy on AWS. On the landing page, click

MicroStrategy Web.
2 Click Go to MicroStrategy Web in the top right corner. You arrive on the
Shared Reports folder.
3 Navigate to the My Reports folder and click the Product Sales Analysis
dossier to reopen in Design mode.
Group the KPI widgets
1 Use the Table of Contents to navigate to the 2016 KPIs page.
2 On the toolbar in the upper right corner, click the Responsive View Editor
icon. This is the editor you use to optimize dossier for mobile display.
83 Mobile dossiers: Seamless design and deployment © 2018 MicroStrategy, Inc.

3 Click the Responsive Preview icon to view how users will see the
visualizations on a mobile device.
Notice that the KPI widgets are stacked on top of each other. When a user
views this page, she would need to scroll to each one. To understand the
performance data, it is important to see these visualizations together without
needing to scroll.
4 Click the Full View icon to return to Design mode.
5 Click the visualization containers for Cost, Profit, and Revenue one by one.
6 Click Group in the Revenue container.
7 Click Save in the upper right corner.

8 Click the Responsive Preview icon.
Now, all three KPI widgets are grouped together at the bottom. When viewing
this page on a mobile device, users can see all data on one screen.
9 Save the dossier
Your mobile bookshelf: MicroStrategy Library
85 Your mobile bookshelf: MicroStrategy Library © 2018 MicroStrategy, Inc.

MicroStrategy Library’s mobile component provides the same features as your

web-based Library, providing parity across platforms. As with Library in a web
browser, in the mobile Library home page, you can:
• Store multiple files in you Dossier Folders.
• Sort by name and date to personalize your dossier organization.
• Use key words to search for dossiers, chapters, and pages.
© 2018 MicroStrategy, Inc. Your mobile bookshelf: MicroStrategy Library 86

• Find more detailed information, download, share, and delete a dossier

without needing to open the file. Simply tap the information icon on the
dossier thumbnail.
• Receive and view notifications of updates made to your Library and dossiers.
Store and access multiple Libraries

For those working with multiple clients using MicroStrategy, such as public
relations mangers and consultants, the ability to access different client's data at a
moment's notice is crucial.
For example, as a digital marketing manager at a large firm, Finn works with
several clients building dossiers to analyze their advertising campaign
performance. Using his Library app, much of his time is spent on the road
presenting to clients in meetings and on webinars. While on-site with Tarry
Electronics, he has a presentation with the CFO, followed by a conference call with
Drake Books, then another meeting with the CMO at Terry Electronics. During his

busy day, Finn needs to be able to switch back and forth between his
MicroStrategy Libraries on his tablet quickly and efficiently.
With the Library app, you can access more than one Library environment without
needing to log in again or reconfigure your app to a different Library. With two
taps on your Library menu, you can quickly toggle between Library
environments.
There are two ways to add Library environments to your Library app:
• When another user sends you a link to a newly shared Library (not a single
dossier), the environment is automatically added to your My Libraries list.
• In iOS tablets, you can manually add a new Library using the following steps:
1 Under the Options menu, select Advanced.
2 Tap Add New Server

3 Add the server details, then select Back to return to the Advanced Setting
menu
4 Close the menu. The Library is available in the My Libraries list.
An environment is a collection of servers involved in the same MicroStrategy-specific

task. An environment consists of an Intelligence Server, or a cluster of Intelligence
Servers, together with any MicroStrategy Web servers or Mobile Servers that are
associated with the Intelligence Server.
Mobile collaboration
Want to start a discussion with colleagues who are currently online? Have a
question for the dossier creator? Click the Comment icon, then type an @ symbol
to view active users and the dossier owner. Collaboration on the Library app
leverages both Library collaboration in Web and native mobile capabilities.
When typing a comment, you can use predictive text to make adding a filter and
tagging a user simple. Tap either the @Filter or @User to add text to your

comment, then type either the filter name or user you’d like to tag between the
parentheses.
Similar to browser notifications in web, with the Library App you can receive
in-app and push notifications to alert you in real time when a user tagged you in a
comment. Notifications appear as either a banner, which appears at the top of the
screen automatically, or as an alert, which requires an action (such as swiping up)
before proceeding. You can edit these settings in the Settings menu,
Notifications of your mobile device.

Exercise 4.2: Download and explore the Library App
Download and configure the Library App
1 From the Apple App Store (for iOS) or Google Play (Android), search for and
download the MicroStrategy Library app on your mobile device.
2 To configure the Library app to your Library, on your web browser, click
MicroStrategy Library from the Shared Reports home page.
3 Copy and paste the Library URL into an email. Send the email to an address
that is accessible on your mobile device.
4 Open the email on your device, then tap the Library URL
5 Once the page opens, tap Open in App, then tap Open. The Library Mobile
app opens to the log in page.
6 Login using your credentials provided at the beginning of class and tap Log
In.
You are now on your Mobile Library home page.
Review the Product Sales Analysis dossier
1 Since you already added the Sales Product Analysis dossier in your Library,
the dossier is in the mobile app as well. Tab the combo chart thumbnail you
chose earlier to open it.
2 Rotate your device from landscape to portrait view (or vice versa). Notice the
KPI widgets stay grouped, as seen in the Responsive View Editor in Web.
3 You would like to sort the bar chart in descending order to easily view the
month with the highest profit. First, tap the 2016 Key Performance
Indicators bar chart.

4 Tap the white space of the visualization above the left bar, then swipe to the
right.
The bars now display in descending order. You can display the data in
ascending order by long-swiping a second time, or return the data to its
original display with a third long-swipe.
5 Tap the Table of Contents to navigate to the Items Purchased page, or

swipe left.
6 Click the Comment icon to view the comments on this page. Tap Click here
to see Texas only data to filter the page for Texas.

7 Notice that the Filter icon has a red notification bubble, letting the user
know a filter has been applied. Click Filter, then Filter by State. You can see
that the state of Texas has been selected.
8 Tap anywhere on the dossier to return to the page view.
9 You would like to see the bubble chart only display the three customers who
purchased the most products in Texas (remember, the map filter is applied to
the entire chapter). Tap the bubble chart visualization.
The hand icon appears -- this allows you to select specific data points to
personalize your view of the bubble chart.
10 Tap the Hand icon . Then, the square icon appears -- this allows you to
either tap individual bubbles, use a square selector, or use the lasso tool. Tap
the square to change the selector to a lasso.
11 Use the lasso tool to draw a circle around the top three bubbles.

12 Click the check mark to save your selection.
13 The Options menu appears. Tap Keep Only.
The bubble chart now only shows the three selected data points.
14 Tap the Reset icon to revert the dossier back to the original form and clear
the filters you applied. Tap Reset on the pop up window.
15 Continue to navigate through your dossier in the app-- add a comment

tagging @User1, add a new filter, and drill within the charts to see detailed
data.


5
UNIFIED AUTHORING AND
ADMINISTRATION: WORKSTATION
Workstation: A centralized and unified

platform
Many business roles today are fast paced and dynamic, with employees rarely
working on the same project every day. A banking business analyst may need to
analyze data, share compelling information and solutions, and implement new
procedures or trainings for multiple bank sites. With that in mind, MicroStrategy
© 2018 MicroStrategy, Inc. Workstation: A centralized and unified platform 96

5 Unified Authoring and Administration: Workstation Introduction to Dossiers: Storytelling and Collaboration
Workstation provides you the tools to accomplish multiple goals all in one
platform.
Workstation is a unified tool that combines the power of MicroStrategy Library,

administration, and content authoring into a single user experience. Use
Workstation to generate insights offline or when connected to the MicroStrategy
Server, also known as environment. You can access dossiers, reports, Library,
documents, datasets, and user management in Workstation. If you need
assistance or have questions, you can access Workstation tutorials and
MicroStrategy Community right from Workstation.
Exercise 5.1: Download Workstation

1 In the Welcome to MicroStrategy on AWS email, click Access MicroStrategy
Platform.
2 From the MicroStrategy on AWS home page, hover over MicroStrategy

Workstation.
3 Click the icon for your computer’s operating system. The .zip file downloads
on your computer.
4 Open the MicroStrategyWorkstation.zip folder, then open the

MicroStrategy Workstation file.
5 Right-click the MicroStrategy Workstation file and click Extract All.
6 Open the new MicroStrategy Workstation folder and double-click

WorkstationSetup.exe.
7 If prompted, allow the device to make changes to your computer. Workstation

opens when the download is complete.
97 Workstation: A centralized and unified platform © 2018 MicroStrategy, Inc.

Introduction to Dossiers: Storytelling and Collaboration Unified Authoring and Administration: Workstation 5
Resources at your fingertips

To get started, you can access live resources directly in Workstation.
Select Getting Started under Resources to watch video tutorials, such as

connecting to an environment, how to build a dossier, and refreshing a dataset.
You can also view sample dossiers to provide you ideas to help you create your
best in class dossier.
Have more questions or want to learn more about MicroStrategy from product
experts and other MicroStrategy users? Select Community under Resources to
access the MicroStrategy Community forum. Leverage the MicroStrategy
community to ask questions, download visualizations, and add your ideas. For
example, type dossier into Search to view articles, ideas, and discussions on
dossiers.

Design and distribute dossiers

Workstation provides a parallel authoring and sharing experience with
MicroStrategy Web.
Add a dataset to Workstation, or connect to an environment to build your

analytical story with the dossier design interface.
To share your content, right-click the dossier or document’s icon in the dossier
area of Workstation. To send multiple dossiers, press Ctrl and click the appropriate

dossiers and documents. Select Share, then you can send a link, send the dossier
to Library, or download the .MSTR file.
Exercise 5.2: Edit the Sales Analysis dossier in

Workstation
You've been asked to attend a series of meetings in Auckland, New Zealand to
present the Product Sales Analysis dossier. You want to use the long flight time to
put some final touches on the dossier and work on other dossier projects,
however since the flight is international you won't have access to reliable Wi-Fi.
Since you have Workstation, you can download your dossier and continue to do
work offline.
Download the Sales Analysis dossier as a .mstr file
1 If needed, log back into MicroStrategy Tutorial on your browser.
2 Navigate to the My Reports folder.
3 Right-click Product Sales Analysis and select Download Dossier. The dossier
saves in your downloads folder on your computer.
Open the dossier in Workstation
1 Open Workstation on your computer.
2 To find your dossier, select Applications, then click Local Files. Here, you can
access local .mstr files stored on your computer, no matter what folder the

.mstr file is saved in. When connected to the , you will have access to your
projects.
3 Double-click the Product Sales Analysis dossier. The dossier opens in a new
window.
Look familiar? In Workstation, you have the same dossier creation capabilities
as in Web.
Enhance the Subcategory Analysis page
1 You decide that you want to build out the Subcategory Analysis page.
Navigate to the Subcategory Analysis page.

2 Add any visualizations or make edits that you think will enhance the page. In
the example below, the author added a bar chart, added two metrics to the
grid, and renamed the visualizations.
3 Click the Save icon to save the dossier.
4 Close the Edit Dossier window. If prompted, select Save.
Connect to MicroStrategy on AWS and on premises data

storage: Access multiple environments
Through Workstation, you can connect to and search multiple environments,
allowing you to access different projects and datasets from a single interface,
known as Live Mode. While some MicroStrategy users choose to locally host their
data, MicroStrategy also provides cloud storage through Amazon Web Services
(AWS). Enterprises can deploy and manage the full MicroStrategy platform on
dedicated AWS infrastructure.

To allow Workstation to access your environment, you connect Workstation to

your Intelligence Server. You can either use a .mstrc file or the environment URL.
Then, sign in using your MicroStrategy login credentials.
The MicroStrategy Intelligence Server is the architectural foundation of the

MicroStrategy platform which shares objects, data, manages the sharing of objects
and data, and protects the information in the metadata.
Thinking back to our banking analysts, they can connect to multiple bank
environments to access the information they need all in one place. When
connected to your environment, you can access your datasets, reports, dossiers,
and documents. Reports and datasets open as a new dossier, while documents
open in Library.
Build an application
In Workstation, you can build new applications, also known as projects. An
application is a collection of dossiers, documents, reports, and datasets as well as
objects like filters and templates. It shares metadata with other applications in the
same environment, but has its own content and security settings. For example, a
multinational bank has multiple business divisions such as small business, retail,
and credit cards.
Their MicroStrategy Administrator can use Workstation to build applications that

apply to each business division; the Credit Card application contains only
pertinent information for credit card analytics, such as credit card transactions,
online and mobile payments, and a dossier that analyzes churn predictions. Once
an application has been created, the Administrator can assign privileges and roles
to groups and users. Applications created in Workstation can be accessed via any
MicroStrategy client.

Below are the high-level steps to create a new application:
1 You must be connected to an environment to create an application. Connect

to your environment via a .mstrc file or enter your environment credentials.
2 Click the Create New Application icon. The Create New Application window
opens.
3 From the drop-down menu, select the appropriate environment for the
application, then type in the Application Name.
4 If necessary, add a description.
5 Click Create.

6 The Create New Window Application reads Application has been created
successfully once the application has been added to the environment. Click
OK.
7 To complete the application, add relevant datasets, reports, dossiers, etc.
8 Add appropriate users and groups to the application.
Upload, prepare, and secure data
To build your dossiers in Workstation, in addition to connecting to enterprise

environments to access data, you can upload data from over 70 sources. Just as in
Web, you can wrangle the data to ensure usability and accuracy.
In the image above, all datasets, including those already in an environment, are
accessible through the Datasets menu. Right-click a dataset to create a new
dossier, edit the data, and refresh the data, among other options. When you
double-click a dataset from Workstation, a new dossier window opens.
In addition to adding data, as an Administrator, you can apply security filters to

datasets that do not use an intelligent cube. The security filter allows you to
control which attributes users and groups can view in the dataset, and therefore
use in a dossier, report, or document. For example, your environment has a
dataset that contains traffic data for all of Virginia. However, analysts should only
have access to data in their region - Northern Virginia should see data for only the
northern region and Southwest Virginia should see data for only regions in the
southwest. As an administrator, in Workstation you can add a security filter to the
dataset that allows analyst groups to only see data for their region.
Below are the high-level steps to add a security filter to a dataset:
1 Select the Datasets panel on the Workstation window.
2 Right-click the desired dataset, and select Properties.

3 Click Security Access.
4 Click Add Filter. The New Qualification window opens.
5 Select the attribute to base the filter on.
The elements of a business attribute are the unique values for that attribute. For
example, 2016 and 2017 are elements of the Year attribute, while New York and
London are elements of the City attribute. On a report, attributes are chosen to
build the report, but once the report is executed, the attribute's elements are
displayed in the rows or columns.
6 From the Choose Element By drop-down list, select either Qualification on or

Selecting in list.
• Qualification on allows you to filter data based on an attribute form. For

example, to allow users access to data for only those customers whose last
names start with the letter H, you can create an attribute form qualification
defined with the form Last Name, the operator Begins With, and the letter
H as the value.
• Selecting in List allows you to filter the data based on the list of attribute
elements belonging to that attribute. For example, in a dataset containing
the Region attribute, you can use an attribute element list qualification to
allow access to data for only those regions you specify in your filter.

7 Complete the filter by selecting attribute elements or creating the

qualification. In the example below, the Administrator selected the Central
and West Central elements for the Region attribute.
8 Click OK.
9 In the Security Access window, groups or users that have a filter applied will
display a Filter icon. Click OK to close the Security Access window.

MicroStrategy administration: User and group

management
In Workstation, administrators can create a group of users, providing a convenient
way to manage a large number of users.
Instead of assigning privileges to hundreds of users individually, privileges can be

assigned to all of the users at one time, as a group. Administrators can manage
who views MicroStrategy and how, per each environment.
Administrators can assign the following roles which provide users with specific
permissions when using MicroStrategy :
• Consumer: Can only view and collaborate on a dossier or document that they
have access to.
• Analyst: Can author dossiers and reports.
• Application Administrator: Can access all application specific tasks, such as

database and user management.
• Certifier: Can certify objects in addition to the authoring capabilities. Dossier

and document certification implements data governance across a self-service
deployment, making it clear for business users which content is tied to trusted
data sources.
• Collaborator: In Library, Collaborators can view, add comments, tag other

users, add filters in comments on a dossier or document they have access to in
Library. Users will not be able to access MicroStrategy Web nor edit the dossier
content.

Exercise 5.3: Share your edited dossier

You’ve landed in Auckland and have Wi-Fi access. You want to share the newer
version of the Product Sales Analysis dossier with your colleagues to get any
additional feedback before your meetings this week. To add your edited dossier
back into Library, first you will connect Workstation to your AWS environment
with the server URL, then replace the older dossier with your new version.
Connect Workstation to your environment
1 In the Workstation home window, under Manage, select Environments.
2 Click Add New Environment Connection.
3 In the Connect to Environment window, click Select File.
4 Navigate to the Desktop Exercise Files and double-click the mstrc. file your
instructor sent you.
5 Select Standard for Authentication Mode, then click Continue. Selecting

Standard for the authentication mode prompts you to enter your User Name
and Password.
6 Enter your User Name and Password provided at the beginning of class, then
click Connect.
7 In the Select Applications window, select MicroStrategy Tutorial, then click

OK. This window lists the available projects within your environment -- we
have been working in MicroStrategy Tutorial for this course.
You are now connected to your environment.

Add your dossier to your environment and your Library
1 While connected to an environment, you can continue to access your files

saved on your computer. To find the Product Sales Analysis dossier you
updated on your flight, select Dossiers from the menu.
2 Under My Mac (or My PC), right-click the Product Sales Analysis icon and
click Send to Libraries.
3 In the All Objects menu, select Dossier Environment, then navigate to the
MSTR User (mstr) folder, then My Reports.
4 Click Save and Send.
5 Since you want to replace your older dossier with the updated version, in the
next window click Replace. You’ve now replaced the Product Sales Analysis
dossier in your environment and Library.

6 The next window allows you to send your dossier directly to your or other
users’ Libraries, and certify your dossier. Since this is an updated version of the
dossier, you need to re-certify it. Select Certified Dossier.
7 You already have the Product Sales Analysis in your Library, so click Cancel.
8 Select My Library from the menu, and click the refresh icon. To open your
dossier, double-click the Product Sales Analysis thumbnail, and Library
opens in your default browser.

A
FROM VISUAL INSIGHT
DASHBOARDS TO DOSSIERS
Dossiers are MicroStrategy’s next generation Visual Insight tool, going beyond
dashboards by providing a storytelling experience to easily navigate and
collaborate on your business data. For those who have been using Visual Insight
dashboards in MicroStrategy Web, all dashboards will be automatically converted
into dossiers. Using the design principles and innovative dossier features covered
in this course, you can optimize converted VI dashboards for users.
In the activity below, you will optimize a dashboard that was converted into a
dossier.
Activity: Optimize the BNY Mellon Boat Race dossier

You are a data analyst for a sports betting company. Your CEO wants to present a
2014 Oxford-Cambridge Boat Race dossier to a group of potential investors to
demonstrate the company’s business intelligence capabilities. This dossier was
automatically converted from a VI dashboard, so you want to optimize the
formatting before the CEO’s presentation.

A From Visual Insight Dashboards to Dossiers Course Title
Add the BNY Mellon Boat Race dossier MicroStrategy Web
1 Navigate to the My Reports page in MicroStrategy Web.
2 Click Create.
3 Select Upload MicroStrategy File.
4 Navigate to your Dossier Exercises Files folder, then double-click the The BNY
Mellon Boat Race file.
5 Click View Dossier.
Rename and combine pages and chapters to improve

navigation
In a dossier, VI dashboards sheets are converted into pages and chapters. For
example, if you have a sheet named Sales Analysis, in a dossier you would have a
chapter named Sales Analysis and a page named Panel 1. For the boat race
dossier, you want to rename chapters and pages, then combine the last two
chapters to improve user navigation.
1 Converted dashboards display the Table of Contents in a tab view. Change the
Table of Contents to list view by clicking View and selecting List View.
2 Rename Panel 1 under the Race History chapter to 1829 to 2013

Information.
3 As 2014 Odds and 2014 Crews chapters both contain 2014 information, you’d
like to combine them into a single 2014 chapter. Combine the chapters by
dragging Panel 1 under the 2014 Odds chapter beneath Panel 1 of the 2014
Crews chapter.

Course Title From Visual Insight Dashboards to Dossiers A
4 When you move a page to a new chapter, the filter will no longer apply. This
does not affect our dossier. Click Continue in the notification window.
5 Delete the 2014 Odds chapter by right-clicking 2014 Odds and selecting
Delete. Click Delete when prompted.
6 Rename the first panel to Crew Weight and Height.
7 Rename the second Panel 1 to Odds.
8 Rename the chapter to 2014 Race.
9 Save your work.
Create a new page to highlight and clarify focus

You notice the Crew Weight and Height page looks cluttered. Visually, the colors
of the pie charts and bar charts clash. Looking at the data, weight and height are
relevant for people betting on the 2014 race, however the pie charts contain nice
to know information. You decide to move the area of study and nationality pie
charts to a new page.
1 Hover over the right corner of the What do they study? visualization. Click
the Menu icon that appears.

2 Select Move to, then click New Page.
3 Move the Where are they from? visualization to the newly created page.
Page 1.
4 Rename Page 1 to Crew Major and Nationality.
5 Move the Crew Major and Nationality page directly after the Crew Weight and
Height page by dragging the Crew Major and Nationality page above the
Odds page.
Add a visualization filter to enhance data analysis

You would like to add another layer of analysis to the Race History chapter to help
betters decide which outcome is most favorable. You decide to include
information on winning distance, then filter to see which years either Oxford or
Cambridge won by that distance.
Instead of adding another bar chart to the Race History page, you decide to add a
visualization as a filter. This way, the Winners Over Time bar chart will show the
information users want without adding unnecessary visualizations to the page.
1 Navigate to the 1829 to 2013 page.
2 Select the Filter panel, then click the Menu icon to add a visualization as a
filter.
3 Select the Bar Chart from the Visualization Gallery.
4 Add the Winning Distance (in Lengths) metric to the Vertical drop zone.
5 To add color to visually differentiate the winning distances, add the Winning
Distance attribute to the Color By and Break By drop zones. Make sure Break
By is clustered.

Course Title From Visual Insight Dashboards to Dossiers A
6 Double-click Visualization Filter 3 at the top of the bar chart and type
Winning Distance to rename the filter.
7 Click Save to save the visualization filter.
8 Save the dossier.
Use the filter to see how many times each team has won by the selected distance.
View the BNY Mellon Boat Race dossier in Library

1 The next chapter covers MicroStrategy Library in depth. To launch Library to
view and analyze the dossier, click Share on the toolbar.
2 Select Get a link to MicroStrategy Library.
3 Click Launch under the link.

4 When the dossier opens, use the Table of Contents to view pages and
chapters.
5 Based on the information, which team would you have placed a bet on and by
what margin of victory?

Copyright Information
All Contents Copyright © 2018 MicroStrategy Incorporated. All Rights Reserved.
Trademark Information
The following are either trademarks or registered trademarks of MicroStrategy Incorporated or its affiliates in the United States
and certain other countries:
MicroStrategy, MicroStrategy 10, MicroStrategy 10 Secure Enterprise, MicroStrategy 9, MicroStrategy 9s, MicroStrategy
Analytics, MicroStrategy Analytics Platform, MicroStrategy Desktop, MicroStrategy Library, MicroStrategy Operations Manager,
MicroStrategy Analytics Enterprise, MicroStrategy Evaluation Edition, MicroStrategy Secure Enterprise, MicroStrategy Web,
MicroStrategy Mobile, MicroStrategy Server, MicroStrategy Parallel Relational In-Memory Engine (MicroStrategy PRIME),
MicroStrategy MultiSource, MicroStrategy OLAP Services, MicroStrategy Intelligence Server, MicroStrategy Intelligence Server
Universal, MicroStrategy Distribution Services, MicroStrategy Report Services, MicroStrategy Transaction Services,
MicroStrategy Visual Insight, MicroStrategy Web Reporter, MicroStrategy Web Analyst, MicroStrategy Office, MicroStrategy
Data Mining Services, MicroStrategy Narrowcast Server, MicroStrategy Health Center, MicroStrategy Analyst, MicroStrategy
Developer, MicroStrategy Web Professional, MicroStrategy Architect, MicroStrategy SDK, MicroStrategy Command Manager,
MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Integrity Manager, MicroStrategy System
Manager, MicroStrategy Analytics App, MicroStrategy Mobile App, MicroStrategy Tech Support App, MicroStrategy Mobile
App Platform, MicroStrategy , MicroStrategy R Integration, Dossier, Usher, MicroStrategy Usher, Usher Badge, Usher Security,
Usher Security Server, Usher Mobile, Usher Analytics, Usher Network Manager, Usher Professional, MicroStrategy Services,
MicroStrategy Professional Services, MicroStrategy Consulting, MicroStrategy Customer Services, MicroStrategy Education,
MicroStrategy University, MicroStrategy Managed Services, BI QuickStrike, Mobile QuickStrike, Transaction Services
QuickStrike Perennial Education Pass, MicroStrategy Web Based Training (WBT), MicroStrategy World, Best in Business
Intelligence, Pixel Perfect, Global Delivery Center, Direct Connect, Enterprise Grade Security For Every Business, Build Your Own
Business Apps, Code-Free, Welcome to Ideal, The World’s Most Comprehensive Analytics Platform, Intelligent Enterprise, The
World’s Most Comprehensive Analytics Platform. Period.
Other product and company names mentioned herein may be the trademarks of their respective owners. Specifications
subject to change without notice. MicroStrategy is not responsible for errors or omissions. MicroStrategy makes no warranties
or commitments concerning the availability of future products or versions that may be planned or under development.
Patent Information
This product is patented. One or more of the following patents may apply to the product sold herein: U.S. Patent Nos.
6,154,766, 6,173,310, 6,260,050, 6,263,051, 6,269,393, 6,279,033, 6,567,796, 6,587,547, 6,606,596, 6,658,093, 6,658,432,
6,662,195, 6,671,715, 6,691,100, 6,694,316, 6,697,808, 6,704,723, 6,741,980, 6,765,997, 6,768,788, 6,772,137, 6,788,768,
6,798,867, 6,801,910, 6,820,073, 6,829,334, 6,836,537, 6,850,603, 6,859,798, 6,873,693, 6,885,734, 6,940,953, 6,964,012,
6,977,992, 6,996,568, 6,996,569, 7,003,512, 7,010,518, 7,016,480, 7,020,251, 7,039,165, 7,082,422, 7,113,993, 7,127,403,
7,174,349, 7,181,417, 7,194,457, 7,197,461, 7,228,303, 7,260,577, 7,266,181, 7,272,212, 7,302,639, 7,324,942, 7,330,847,
7,340,040, 7,356,758, 7,356,840, 7,415,438, 7,428,302, 7,430,562, 7,440,898, 7,486,780, 7,509,671, 7,516,181, 7,559,048,
7,574,376, 7,617,201, 7,725,811, 7,801,967, 7,836,178, 7,861,161, 7,861,253, 7,881,443, 7,925,616, 7,945,584, 7,970,782,
8,005,870, 8,051,168, 8,051,369, 8,094,788, 8,130,918, 8,296,287, 8,321,411, 8,452,755, 8,521,733, 8,522,192, 8,577,902,
8,606,813, 8,607,138, 8,645,313, 8,761,659, 8,775,807, 8,782,083, 8,812,490, 8,832,588, 8,943,044, 8,943,187. 8,958,537,
8,966,597, 8,983,440, 8,984,274, 8,984,288, 8,995,628, 9,027,099, 9,027,105, 9,037, 577, 9,038,152, 9,076,006, 9,086,837,
9,116,954, 9,124,630, 9,154,303, 9,154,486, 9,160,727, 9,166,986, 9,171,073, 9,172,699, 9,173,101, 9,183, 317, 9,195,814,
9,208,213, 9,208,444, 9,262,481, 9,264,415, 9,264,480, 9,269,358, 9,275,127, 9,292,571, 9,300,646, 9,311,683 9,313,206,
9,330,174, 9,338,157, 9,361,392, 9,378,386, 9,386,416, 9,391,782, 9,397,838, 9,397,980, 9,405,804, 9,413,710, 9,413,794,
9,430,629, 9,432,808, 9,438,597, 9,444,805, 9,450,942, 9,450,958, 9,454,594, 9,507,755, 9,513,770, 9,516,018, 9,529,850,
9,563,761, 9,565,175, 9,608,970, 9,640,001, 9,646,165, 9,608,908, 9,697,350, 9,742,764, 9,742,781, 9,743,235, 9,762,564,
9,794,245, 9,801,053, 9,807,074, 9,843,896, 9,860,246, 9,875,277, 9,875,282, 9,876,788, 9,886,569, and 9,887,992. Other patent
applications are pending.
This Course (course and course materials) and any Software are provided “as is” and without express or limited warranty of any
kind by either MicroStrategy Incorporated (“MicroStrategy”) or anyone who has been involved in the creation, production, or
distribution of the Course or Software, including, but not limited to, the implied warranties of merchantability and fitness for a
particular purpose. The entire risk as to the quality and performance of the Course and Software is with you. Should the Course
or Software prove defective, you (and not MicroStrategy or anyone else who has been involved with the creation, production,
or distribution of the Course or Software) assume the entire cost of all necessary servicing, repair, or correction.
In no event will MicroStrategy or any other person involved with the creation, production, or distribution of the Course or
Software be liable to you on account of any claim for damage, including any lost profits, lost savings, or other special,
incidental, consequential, or exemplary damages, including but not limited to any damages assessed against or paid by you to
any third party, arising from the use, inability to use, quality, or performance of such Course and Software, even if
MicroStrategy or any such other person or entity has been advised of the possibility of such damages, or for the claim by any
other party. In addition, MicroStrategy or any other person involved in the creation, production, or distribution of the Course
and Software shall not be liable for any claim by you or any other party for damages arising from the use, inability to use,
quality, or performance of such Course and Software, based upon principles of contract warranty, negligence, strict liability for
the negligence of indemnity or contribution, the failure of any remedy to achieve its essential purpose, or otherwise.
The Course and the Software are copyrighted and all rights are reserved by MicroStrategy. MicroStrategy reserves the right to
make periodic modifications to the Course or the Software without obligation to notify any person or entity of such revision.
Copying, duplicating, selling, or otherwise distributing any part of the Course or Software without prior written consent of an
authorized representative of MicroStrategy are prohibited.

IntroToDossiers PDF

Uploaded by

Copyright:

Available Formats

You might also like

IntroToDossiers PDF

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

IntroToDossiers PDF

Uploaded by

Copyright:

Available Formats

Introduction to Dossiers:

Storytelling and Collaborating

1. Creative and Introduction to dossiers........................................................................................... 6

2. Visualize your Data: Dossier data sources ...............................................................................................20

© 2018 MicroStrategy, Inc. 2

3. Sharing Enterprise Engage with dossiers in MicroStrategy Library.............................................62

4. Responsive Mobile Mobile dossiers: Seamless design and deployment....................................80

5. Unified Authoring Workstation: A centralized and unified platform .........................................96

3 © 2018 MicroStrategy, Inc.

© 2018 MicroStrategy, Inc. 4

5 © 2018 MicroStrategy, Inc.

© 2018 MicroStrategy, Inc. Introduction to dossiers 6

In addition to online authoring and viewing in MicroStrategy Web, dossiers

7 Introduction to dossiers © 2018 MicroStrategy, Inc.

Agility for business

© 2018 MicroStrategy, Inc. Introduction to dossiers 8

Creating an analytical book of business: pages,

9 Introduction to dossiers © 2018 MicroStrategy, Inc.

© 2018 MicroStrategy, Inc. Introduction to dossiers 10

Exercise 1.1: Explore a dossier

• An overview that allows executives to understand performance across

11 Introduction to dossiers © 2018 MicroStrategy, Inc.

Download and save external files

1 The Instructor will send you the following files:

• MicroStrategy, Ink. Dossier.mstr

• The BNY Mellon Boat Race.mstr

• A .mstrc connection file

2 Create a folder on your computer titled: Dossier Exercise Files.

3 Download and save all of the exercise files to this folder.

Access MicroStrategy on AWS

Log in to MicroStrategy on AWS

1 In the Welcome to MicroStrategy on AWS email, click Access MicroStrategy.

4 Click Login. The landing page opens.

6 On the next page, click Go to MicroStrategy Web.

© 2018 MicroStrategy, Inc. Introduction to dossiers 12

Add the MicroStrategy, Ink dossier to MicroStrategy Web

3 Select Upload MicroStrategy File.

4 Navigate to your Dossier Exercises Files folder, then double-click the

Launch the dossier in MicroStrategy Library

1 From the Upload window, click Share Dossier.

2 From the Share window, click Library Link.

4 If you are using a Chrome browser, a pop up appears requesting permission to

13 Introduction to dossiers © 2018 MicroStrategy, Inc.

notifications to your desktop when a comment is added or a change is made

5 Click Add to Library to add the dossier to your virtual bookshelf.

Explore the MicroStrategy, Ink dossier

1 Library allows users to manipulate filters created by the dossier author to

© 2018 MicroStrategy, Inc. Introduction to dossiers 14

2 The area map visualization shows states colored by revenue.

• In a dossier, designers can use visualizations on a page to filter information

15 Introduction to dossiers © 2018 MicroStrategy, Inc.

• From the Table of Contents, select the Revenue vs # of Clients page.

© 2018 MicroStrategy, Inc. Introduction to dossiers 16

You are now on the Revenue vs # of Clients page.

• Dossier authors can use visualizations on a page to filter another

• Click the white space on the grid to clear the filter.

17 Introduction to dossiers © 2018 MicroStrategy, Inc.

8 Use the comment feature to collaborate with colleagues. Add comments to a