MicroStrategy Analytics Desktop

Transcription

1 MicroStrategy Analytics Desktop Quick Start Guide MicroStrategy Analytics Desktop is designed to enable business professionals like you to explore data, simply and without needing direct support from IT. 1 Import your data: From a file... 2 From a database Visualize your data Share your insights Visualization gallery... 8 Document Number:

2 Import data from a file Analytics Desktop lets you import and report on personalized data from various data sources, including Excel spreadsheets, CSV files, and text files. 1 Get started Click Create Dashboard on the left. 2 Import a new set of data Click Import Data. 3 Select the type of data source 4 For this example, select File. Select your data file To locate a file on your computer, click Browse. Navigate to the file, select it, and click Open. Then click Continue MicroStrategy, Inc.

3 Import data from a file (continued) 5 Preview your data and assign data types Each column of data is automatically identified as a business concept, such as Product or Employee (called an attribute), or a business measure, such as Revenue or Profit (called a metric). You can change these determinations for your data. Hover the cursor over the header of the data column, click the arrow icon, and select either Attribute or Metric. 6 Save your imported data Click Continue, navigate to a location within Analytics Desktop to save the imported data, then give it a name. Click OK. Note: If you have geographical information in your data, such as city or country, you can display your data on a map. You can also add information not originally available in your data source. For details and steps, click the? (Help) button. A new, blank dashboard is created with your data as a dataset. Next: Display your data on your new dashboard. See Visualize your data, page MicroStrategy, Inc. 3

4 Import data from a database You can import and report on data stored in your company s databases. Connect directly to a variety of data sources using the ODBC drivers included with Analytics Desktop. 1 Get started Click Create Dashboard on the left. 2 Import a new set of data Click Import Data. 3 Select the type of data source 4 For this example, select Database. Create a new database connection Click the New Connection icon on the left. Provide the connection information needed for your data source, name the connection, then click OK MicroStrategy, Inc.

5 Import data from a database (continued) 5 Choose the tables to import Drag and drop the name of each table that you want to import from the list on the left onto the middle of the page. 6 Define specific data columns to import Hover the cursor over the name of a column, then click the Add icon. You can import all columns in a table by clicking the Add icon next to the asterisk (*) at the top of the table. Note: You can create joins, expressions, aggregations, and filters to define the data that you want to import. For details and steps, click the? (Help) button. 7 Preview your data and assign data types 8 Click the Execute SQL icon. Each column of data is automatically identified as a business concept, such as Product or Employee (called an attribute) or a business measure, such as Revenue or Profit (called a metric). Save your imported data Click Continue, navigate to a location within Analytics Desktop to save the imported data, then give it a name. Click OK. You can change these determinations for your data. Hover the cursor over the header of the data column, click the arrow icon, and select either Attribute or Metric. Note: If you have geographical information in your data, such as city or country, you can display your data on a map. You can also add information not originally available in your data source. For details and steps, click the? (Help) button. A new, blank dashboard is created with your data as a dataset. Next: Display your data on your new dashboard. See Visualize your data, page MicroStrategy, Inc. 5

6 Visualize your data After you import your data, you can quickly create an interactive, presentation-quality display, or dashboard, to explore and understand your data. Add visual representations of your data, called visualizations, to make your data easier to interpret. 1 Add a visualization In your new dashboard, click Select a Visualization. 2 Select the type of visualization Choose the type of visualization that you want to add, or select the visualization recommended by Analytics Desktop, indicated by this icon:. Note: For example images of each visualization, see the Visualization gallery, page 8. 3 Display data on your visualization 4 Analytics Desktop automatically selects data to add to the visualization, to optimize your display. To display different data, drag and drop attributes and metrics from the Dataset Objects panel on the left onto the different areas of the Drop Zones panel. 5 Explore other visualizations Try displaying your data with a different type of visualization. Click the Change Visualization icon, then select a different visualization. Add an additional visualization Add a second visualization to explore your data in another way. Click the Add Visualization icon, then click Select a Visualization and choose a visualization. Drag and drop attributes and metrics to display your data. 6 Save your finished dashboard Note: Depending on the type of visualization, you can display your data with different colors, shapes, sizes, and more. For details and steps, click the? (Help) button. Click the Save icon. Navigate to a location within Analytics Desktop to save your dashboard, then give it a name. Click OK. Next: Share your dashboard with your colleagues. See Share your insights, page MicroStrategy, Inc.

7 Share your insights Save and share your insights with your colleagues. Analytics Desktop makes it easy. If your colleagues use Analytics Desktop, MicroStrategy Analytics Express, or the latest version of MicroStrategy Web, you can share your dashboard and dataset, which they can import into their own environments. For all your colleagues (even those not using MicroStrategy), you can create an interactive PDF. Share your dashboard and dataset with other Analytics Desktop users From the Tools menu, point to Export, then select MicroStrategy File. Click Save. Depending on your browser, you may need to navigate to a location to save your dashboard and dataset, give it a name, then click Save. Other users can quickly import your dashboard and dataset into their own Analytics Desktop environments, then perform their own analyses. Export your dashboard as an interactive PDF From the Tools menu, point to Export, then select PDF. Note: If you are using Firefox or Chrome, save the PDF using your browser s save option, then open the PDF in Adobe Reader MicroStrategy, Inc. 7

8 Visualization gallery Analytics Desktop offers a library of visualizations to provide multiple ways for you to view and interact with your data. Graph Display your data in a variety of graph styles, such as vertical area graphs, bubble graphs, pie graphs, and more. Grid Display your data in an interactive table, then pivot, sort, move, drill, filter, and perform additional manipulations on your data. Heat Map Grasp the state and impact of many variables at once. Information about your data is shown through the size and color of nested rectangles. Network Identify relationships between items. Data elements are displayed as nodes, and lines between the nodes represent relationships between elements. Map Display geographical data with differently sized and colored markers on an interactive map. Density Map Understand patterns for large amounts of geographical data by displaying color gradients on an interactive map. Map with Areas Display geographical data as colored regions on an interactive map. For data requirements and steps to create each of these visualizations, click the? (Help) button MicroStrategy, Inc.