EncartaLabs

MicroStrategy Report Services Documents

In MicroStrategy Report Services Documents - Essentials training course, you will learn to create Report Services documents to satisfy sophisticated information requirements. Display grids, graphs, text, and images. Transform data into an appealing, insightful presentation for financial reports, budgets, and invoices. Participate in hands-on exercises to create a basic document, then build on the basics to create a grouped document to fine-tune information display, to create a logical workflow to make business decisions.

In MicroStrategy Report Services Documents - Interactivity and Joining Datasets training course, you will learn to create documents to combine data from multiple sources in a pixel-perfect format. Allow end users to interact with documents using selectors, panels, and widgets. The majority of this course is hands-on using MicroStrategy Web in a cloud environment.

By attending MicroStrategy Report Services Documents - Essentials workshop, attendees will learn to:

  • Creating boardroom-quality business documents
  • Analyzing organizational data to make effective business decisions
  • Identifying appropriate business concepts to evaluate calculations
  • Logically planning subsets of data for analysis using grouping and custom sections
  • Designing business reports for other users
  • Adding data from a MicroStrategy report or an external data source
  • Sharing documents using collaborative notes

By attending MicroStrategy Report Services Documents - Interactivity and Joining Datasets workshop, attendees will learn to:

  • Creating a document with pixel-perfect formatting
  • Adding interactivity to documents
  • Combining data from multiple sources in a single document and specifying data joins
  • Layering data and multiple documents
  • Linking documents to other documents, reports, and web pages
  • Designing documents for multiple users
  • Combining metrics from multiple datasets

  • Attend MicroStrategy - Enterprise Analytics Overview training or equivalent knowledge
  • Attend MicroStrategy - Analytics Reporting training or equivalent knowledge

  • Analyst

COURSE AGENDA

MicroStrategy Report Services Documents - Essentials
(Duration : 2 Days)

1

Overview of documents

  • User-centered design
  • Select the platforms to support your app
  • Graphic design considerations
  • Design best practices for tablets
  • Design best practices for smartphones
  • Create, develop, and test your app
2

Adding data to documents: Datasets

  • Importing from an external data source
3

Displaying data and text on documents

  • Labeling your data: Static text
  • Displaying dataset objects: Dynamic text
  • Organizing and designing your document: Document sections
  • Displaying: Auto text
  • Adding sections to the document
  • Displaying images
  • Delineating areas: Lines and rectangles
  • Arranging and formatting objects
4

Displaying reports on documents

  • Displaying data as a report
  • Using report title bars
  • Editing the report data
  • Formatting reports
5

Grouping documents: Creating custom sections

  • Organizing and sorting documents by grouping
  • Grouping: Creating custom sections
  • Changing how groups are displayed
  • Disabling group selection
6

Collaborating: Sharing insights

  • Sharing comments using the Notes pane
  • Subscribing for automatic delivery
  • Sharing documents with other users
MicroStrategy Report Services Documents - Interactivity and Joining Datasets
(Duration : 2 Days)

1

Introduction to documents

  • Interactive documents
  • Creating a simple document
2

Creating a document

  • Document Editor
  • Document objects
  • Arranging and formatting objects
  • Designing with document sections
  • Creating a document
3

Advanced document options

  • Using templates
  • Adding MicroStrategy reports
  • Creating metrics in a document
  • Creating layers of documents: Multi-layer documents
  • Opening documents, reports, and web pages from a document: Linking
  • Highlighting data that meets thresholds: Conditional formatting
  • Tooltips: Providing additional information
4

Adding data to documents: Datasets

  • Providing the data displayed on documents
  • Using multiple datasets
  • Reports that use multiple datasets
  • Calculated expressions: Combining metrics from multiple datasets
5

Interactive documents

  • Dashboard design techniques and tips
  • Document objects to provide interactivity
  • Creating an interactive document

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 4,000 Modules on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting http://encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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