Hi, my name is Alex Jorna, I'm a Technical Account Manager with MicroStrategy.

And I'll be taking you through today's presentation, so let's start.

MicroStrategy is a business intelligence reporting tool that sits on top of your

data sources and provides a user with visual insight to your data.

Your data might be an Excel file, text file, relational database,

web sources, no SQL databases or

one of many other supported data sources that might MicroStrategy can access.

This is a product demonstration of MicroStrategy desktop,

which is a new interface that allows business users to connect to data

regardless of the type of source and conduct visual data discovery

on their own in a self-service way without the support of IT.

I'm going to start this demo by launching a sales dashboard,

a MicroStrategy file that has been saved to my laptop.

By launching this too,

you can see how it invokes the thick line that has been downloaded and installed.

This is a HTML5 interface and you can see how we have positioned the data

on the left and you can select all the visualizations from the right.

What you are seeing here is a dashboard that contains revenue information

plotted on a geospatial map, integrated with Esri, which provides out of the box

functionality and mapping capability with complete interactivity as you can see.

A user can readily drag and drop data onto a map to visualize

information like revenue, rather easily and quickly as well.

If you like to interact with data on visualizations that is not out of the box.

In this presentation, you can see there are several additional d

three visualizations that have been deployed,

which will also be covered during the exercises.

A user can add any third-party open source or

open source visualizations into your analysis and drag and

drop data into exactly the same manner and drill down on values.

So if you have revenue data and you want to visualize revenue over time,

you can do that as well and readily interact with the data to make it much

more an enriched experience and make some insights on the data that you have.

In addition to being able to add multiple visualizations,

one can also create interactivity between each.

As you can see, how I can highlight certain data points on the map and

use that as a filter with others.

So there is extreme interactivity between the visualizations that give

you that rich and analytical experience for the MicroStrategy desktop interface.

To add some additional analysis on top of that,

you can even bring in new visualizations.

So let's bring in one of the out of the box visualizations to see

revenue over time.

I can do that by drag and

drop of the relevant information from the dataset panel to the editor panel.

And instantly, I can plot all my revenue information by date.

You can see how quickly I have that information and I can observe any trend.

If I want to make the trend a little bit more evident and do it over a month, but

the data source does not contain the month attribute, I can enrich the dataset

by selecting the date and create a new time attribute by selecting the month.

With MicroStrategy, you can build these attributes called the reporting objects

on the fly, which really gives the analyst a lot more power to be self-serving.

By replacing the day with the new month, I now get the trend I am looking for

and more easily see the patterns within the data.

MicroStrategy provides a lot of functionality to the workflow and

exposes this through easy to use menu options.

For example, if I want to add a trend line, I can enable that

on revenue with a single click off of the right mouse click Menu on Revenue.

To further enhance the analysis experience,

we provide the ability to format the visualization.

For trend lines, there is also the option to do forecasting

by enabling it within the properties for the trend line.

By increasing my forecasting period, you can now see how I can view my forecast

beyond April 2015 data that I had and

make me as an analyst without training or

the experience to create complex analytical matrix more self sufficient.

This is a testament to how the desktop tool allows analysts to do some

enriched analytics on their own in a very self-sufficient manner.

This was done fairly quickly from a dashboard that already contains

some content.

To get started with the process for

creating a dashboard from scratch, we're going to through the steps.

So let's start by showing you, essentially what the desktop tool is to make

it easier with the following exercises that you will need to do on your own.

The process is fairly simple, you can connect to data source to bring the data

in and you can start building these realizations to gain inside to your data.

In case this is where you need to start with doing some data preparation,

you can do that as well making use of the data rangle feature

that comes with the MicroStrategy tool set.

This is the starting page,

you will notice I have some datasets already on the left-hand side.

To bring in new data, I will click on the add data option.

You will notice that there are several data source

options available within the desktop interface.

You can chose from any of the native options available or

we can choose from the database options connecting via OTBC connectors and

selecting from multiple database options and really bring in the data.

The key point I want to make here is that you have the ability to bring in data from

multiple different sources and the experience is exactly the same.

So whether you choose an Excel spreadsheet or a Haddop option, the experience

is the same and there is no leaning curve unless you can do that fairly quickly.

In this example, I'm going to start by choosing a cloud option.

I will choose mysalesforce.com account, it is a native connector.

Again, notice how I am not leaving the interface and

I am bringing in information from my Salesforce account.

It is one seamless workflow.

I login to my account and now I can browse my Salesforce reports,

drag and drop the data to bring into my analysis by bringing it in.

It readily converts information in Salesforce and brings in those tables and

columns and converts them into MicroStrategy console attributes and

matrix.

There is no data modeling involved and is a complete business user friendly tool.

Notice how everything has been done without any requirement for

data architecting or modeling.

Yet, it enables the business user to start going analytics on

their own In a very self serving manner.

Once you bring in the data, the next stage is to visualize the data.

But oftentimes it is required to prepare or cleanse the data, or

what we refer to as data wrangling within the toolset.

When looking at the data we can see we might want to make some changes,

like the Web-channel, and I want to remove that.

W want to click on the wrangle option which takes me to this graphical user

interface, where I have multiple options to tweak and

cleanse the way my data is looking, for improved analysis on top of it.

For instance, in my City column, there are blank fields,

and I can fill the data in, or I can standardize on the naming,

like Washington, DC versus D.C..

Here I can change that to look consistent, the way I want it, and

apply it to the entire table column.

Next we will remove the second part in my channel column.

As I highlight the section you can see the functions available in the top left

updates providing me with valid options to apply.

Anything I do is recorded as a history script, as you can see on

the top right section, which means that this is not a one time process.

But these steps can be applied the next time I bring in the data from sales force,

and I only need to create these steps the first time I am bringing it in,

making this a repeatable process for the future.

Let's do one more edit to my data.

I am looking at the Category column, and

will profile my data to see any spelling errors, or

if I want to merge or cluster the information to create consolidated values.

Again, this is done completely within this graphical interface, making

the changes on the fly and not breaking the process by taking the data into Excel.

These are just a sampling of what can be done within the wrangling feature.

There are dozens of functions and it's continuously being updated with

new features to the data wrangling, which has been integrated to work seamlessly

within the workflow process for business users to prepare the data.

Some other steps a business user can do within this workflow are to convert

the attribute and metrics from how MicroStrategy has automatically identified

them, for example, number of purchases, and days since last purchase.

All of these tasks are drag and drop based and easy to do in a very intuitive manner.

A key feature with MicroStrategy is that you can bring

disparate sources into a single in-memory queue for analysis.

Notice how I can connect to a different source and bring in information from

a Hadoop, relational data, or even an Excel file, allowing us to really start

making my analysis more complex, or as complex as I want it to be.

Yet simple enough to blend data and

increase the cross functional nature of my analysis.

Now you can see how I have tables from disparate sources in one single cube,

and I can create joints across them,

again, completely intuitive and very graphical in nature.

If there aren't any joints and I want to force them, like the first column of ID,

I would just drag and drop it onto the other column and

map it to instantly have the joined crater.

Now that I have defined my sources, made my connections and joints,

cleansed the data through the data wrangling option, you click on the finish.

And we'll be ready to start analyzing your data.

You'll be visualizing your data within the visualization editor.

Through building visual inside representations of your data

through which you can identify trends, outliers, or do forecasting.

In this case, the data that was brought in,

is some customer profiling information.

Let's say I want to build a bar matrix to see how my customer can be profiled

against age and city and identify how loyal they are by number of purchases.

As you can see, I can build a quick visualization on this matrix.

Let's say I want to enrich with colors to make it a bit more vivid.

I can do this by adding threshold colors.

Now you can see that Toronto seems to have more red than the other cities.

To improve the way I am seeing the observations, I can go ahead and

build a customer group on the fly.

Typically, this would require an administrator, to help with building this,

but with MicroStrategy the business user has the ability to do this on their own.

Select the items from the attribute and

create the custom groups in a seamless workflow.

This now brings the data point down to four, and

simplify the trend identification.

You might have other preferences.

Looking at this bar matrix, you might want to visualize it in a very specific format,

for which you identified this one visualization you have found on a D3

website, called a Sankey diagram.

Something as complex as this, and you would like to visualize your information

using this visualization specifically.

This might not be an out of the box visualization, but

it is existing open source visualizations that's available.

You can build plugins with MicroStrategy,

and during one of the future exercises, you will have the opportunity to

deploy a plugin to use within your visualizations of data.

To deploy a new plugin to be used, you will first save your work and

close MicroStrategy desktop.

For this demonstration,

I have a folder with plugins I have downloaded from GitHub.

I could have created them myself, as well.

I have the specific plugin I want to use.

So I'll just drag and drop that into the plugins folder

within my insulation folder, and bring it into my analysis.

Now that I have deployed the plugin, I will relaunch my dashboard.

And you can see that I have the option within the visualizations gallery, and

I can change from the bar matrix to this new visualization, and

view it exactly the way I want.

Similar to the out of the box visualizations, I can interact with this

new visualization in exactly the same way by adding dimensions and

increase the interactivity.

You can maintain that and use it as a filter if you will, and

enrich your analysis doing it exactly according to your preferences.

With MicroStrategy desktop, you can do some advanced analytics as well.

MicroStrategy provides over 300 analytical functions out of the box,

but similar to the D3, these functions can be extended and

enriched, to introduce R for statistical calculations and

algorithms to be applied to your visualizations.

For this demonstration, we will not go into the details of R, but

rather I would just show how this can be applied and make you aware of this option.

Let's start by adding a second visualization, as a scatterplot,

and create a loyalty program to segment my customers.

I can plug all my customers onto this visualization and

then create a model using R analytics to identify loyalty programs.

I can create this R model, based off of several different key attributes and

metrics, within my existing data source, and really build an advanced

analytical function, that is not existent within the out of the box functions.

We will apply this clustering algorithm model from R, which I will drag and

drop to apply it just like any other metric.

In a matter of seconds I have created groups or

loyalty classes to identify those customers that are loyal.

And I can create groups that I want to create marketing campaigns for and

allows me to do some cross functional analysis on top of my data.

In summary, MicroStrategy sets on top of your data sources and empowers

business people to analyze and understand data without specialized expertise.

With Analytics Desktop, it takes just a minute to create stunning,

interactive data visualizations and

data-driven stories to foster new insights and new understanding.

It provides the ability to analyze any data no matter where it is stored.

No complex scripting, modeling or SQL code is required.

Comprehensive Training Video for Creating Dashboard Using Advanced Visualization

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