RSDs vs Dossiers Best Practices on When and Where to use them

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RSDs vs Dossiers Best Practices on When and Where to use them Matthew Hannagan, Principal

2 Safe Harbor Notice This presentation describes features that are under development by MicroStrategy. The objective of this presentation is to provide insight into MicroStrategy s technology direction. The functionalities described herein may or may not be released as shown. This presentation contains statements that may constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995, including estimates of future technology releases. Forward-looking statements inherently involve risks and uncertainties that could cause actual results of MicroStrategy Incorporated and its subsidiaries (collectively, the Company ) to differ materially from the forward-looking statements. Factors that could contribute to such differences include: the Company s ability to develop, market and deliver on a timely and cost-effective basis new or enhanced offerings that respond to technological change or new customer requirements; delays in the Company s ability to develop or ship new products; the extent and timing of market acceptance of MicroStrategy s new offerings; continued acceptance of the Company s other products in the marketplace; competitive factors; general economic conditions; and other risks detailed in the Company s registration statements and periodic reports filed with the Securities and Exchange Commission. By making these forward-looking statements, the Company undertakes no obligation to update these statements for revisions or changes after the date of this presentation.

3 A tale of two worlds RSDs and Dossiers comparison In this session: Deciding which path to follow Integrating new features Demo

4 In a perfect world #1 (according to some IT departments) We d have the data the way we want it A beautifully structured data warehouse with clean data at the lowest grain going back years. All operational applications would conform to the enterprise reporting model. The nature and structure of data would never change Or if they do, they do so very slowly to give us time to update our beautiful data warehouse in a proper software engineering way. Our users would be happy with a predefined set of applications We d spend years evolving the applications, making sure change is managed at all levels. Our users would know the data and would not expect to ask for anything out of the ordinary

5 In a perfect world #2 (according to some User departments) We d have any data we want A core data warehouse with the common backbone hierarchies would suffice. We d then hang any data we like on this warehouse to explore new insights. We d change our designs and our minds all the time Because our competitors never stand still, because the world changes rapidly, we need to be quick and precise to fit our offering with the times. We d provide our users with new and innovative ways of looking at data We d be able to conduct exploration sessions with business users and find the best way to visualise and share data. We could capture the session findings and share them, without commissioning projects.

The actual world looks like this: After much effort, data warehouses are maturing. Data Warehouse Discovery Developer led applications are reaching thousands of users.

6 The actual world looks like this: After much effort, data warehouses are maturing. Data Warehouse Discovery Developer led applications are reaching thousands of users. Lake Data is multiplying in scale and complexity. Excel Insights Business users are bypassing IT with their own tools. Python/R Data discovery, machine learning, natural language query are gaining prominence. IOT NRT/Real Time Statutory Legacy BI Operational

7 Compromise and Context Complexity and scale are increasing The Compromise: Neither world vision is practical. In reality, it s about managing the blend of governed data within an explosion of exploration and new data stories. The Context: In addition, you must consider the environment where MicroStrategy applications exist today: Archetypal stack Warehouse Schema Dataset Document Web / Mobile Evolutionary Path Lake MTDI Dossier Library Any Data REST mstr.io HyperIntel

8 Back to our main topic Documents and Dossiers address both worlds Dossiers and Documents are vectors for sharing information You ll see that they exist at different points on the agility and governance spectra. Thus, they permit the widening of an adoption net for an enterprise deployment of MicroStrategy. Yet they share the same data source flexibility, the same security model, and the delivery device capability. It s possible to view Documents and Dossiers as competing technologies. With experience, it s turning out that these two are complementary, and can significantly increase the analytical and discovery capability of an organisation, whilst providing a path to industrial scale and governance. In the next slides, we ll explore the differences, and then we ll look at use cases with both technologies deployed.

9 Documents and Dossiers - Differences An evolutionary picture

Just to be quite clear What do we mean by Report Services Document

It has an extensive design interface permitting elaborate structures,

10 Just to be quite clear What do we mean by Report Services Document (RSD)? A Report Services Document can be created from Web or, less frequently, from Developer. It has an extensive design interface permitting elaborate structures, exquisitely precise design and possibly transactions This results in fully-functional applications where the inquiry flow is guided and the data stories fit a precise business scenario.

Just to be quite clear What do we mean by Dossier?

with in-built import facilities from many sources.

11 Just to be quite clear What do we mean by Dossier? A Dossier is created either via Web, via Desktop or via Workstation. Its streamlined interface permits data exploration with in-built import facilities from many sources. This promotes rapid visualisation of data and generation of new insights with a free-form query mode.

Design Experience Documents MicroStrategy Web Durable

Perfect for mobile development Transaction-enabled

Powerful selectors Fine-grain formatting Supports

12 Design Experience Documents MicroStrategy Web Durable business value Available via Web Pixel-aware development Perfect for mobile development Transaction-enabled Multimedia-ready Custom navigation Information overlays Powerful selectors Fine-grain formatting Supports certification, library and collaboration Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

wrangling Dropzone-driven development Quick Data Visualization Speed-of-thought filtering Supports

13 Design Experience Dossiers MicroStrategy Desktop, Web and Workstation Governed Data Discovery Available on Mac & PC Web, Desktop and Wokrstation Online/Offline support Leverage in-memory technology Data refinement and wrangling Dropzone-driven development Quick Data Visualization Speed-of-thought filtering Supports certification, library and collaboration Easy.mstr file-powered sharing Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

14 Report Services Documents

15 Operational reporting Gauge widget Panel Selector at the top of the page In-canvas selectors at multiple levels

16 Operational reporting Metric selector Panel stacks

17 Transactional forms Transactional inputs Customize action type and strategy Instantly write back to a database

18 Mobile development Landing page Custom navigation Pixel-perfect control Branding opportunities

19 Dossiers

20 Enterprise analytics Presentation Mode Support for images and text boxes Rapid visualization Threshold-enabled Share and collaborate

21 Ad hoc analytics Rapid discovery via data import Support for visualization targeting Quick formatting Share and collaborate

22 Documents vs. Dossiers How do you choose? Documents Pixel-perfect development Design mode is uncoupled from data execution Advanced visualization Comprehensive formatting Transactions Metric selectors Dossiers Dropzone-oriented development WYSIWYG design is live against underlying data or not J Quick visualization Smart defaults Discovery Prototyping Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

24 Documents vs. Dossiers Dossiers Documents Self-Service capabilities Self-service content creation by business users Y N Content certification Y Y Formatting and layout capabilities Any device support with responsive design Y N High fidelity PDF export Y N Pixel perfect layout N Y Advanced layout (overlays, container sizing) P Y Panel stacks P Y Information windows P Y Outline mode Y Y Report banding N Y New color palettes Y N Table of contents based navigation Y N Filter panel with visualization-based filters Y N Linking between different reports with context P Y Linking within a report/dossier with context Y Y Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

25 Documents vs. Dossiers Dossiers Documents Collaboration and distribution Library web application for easy access to your content Y Y Collaboration Y Y Contextual collaboration Y N Transaction services P Y Distribution services Y Y Data and calculation capabilities Prompt support Y Y Conditional metrics P Y Advanced visualization filters Y Y Derived elements P Y Project schema support Y Y Data import cube (MTDI) support Y Y Hierarchies with collapse/expand and dynamic navigation Y N Leverages MicroStrategy platform security, authentication, ACLs, object management, LCM Y Y Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

26 Achieving the best of both worlds

27 Getting Started More than ever, you should always start with a Dossier. Getting the data story straight with the end user saves much rework. You might, or might not, migrate the application from a Dossier to a Document. This depends on what the application needs to do. You can deploy Dossiers to production. You simply need to ensure the data sources are available. Thus you might not need to convert your Dossiers to Documents. Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

28 Documents vs. Dossiers Cheat sheet Do you know what you want? No Yes Yes Do you require: - Transactions - Metric selector - Information Windows - Pixel-perfect formatting - Custom Navigation - Multimedia Have your requirements changed? No Yes Create RSDs Create Dossiers Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

Documents vs. Dossiers: What actually happens Are you Sure? 95% of the time!

Last year : Documents with Dossiers! Monolithic applications are a thing of the past.

These are documents, usually data-driven and heavily branded, that direct the user towards

Each application has, itself, a landing page usually a summary of the key indicators that provide

This can be a document or a dossier, depending on the functionality requirement The next level

31 Last year : Documents with Dossiers! Monolithic applications are a thing of the past. Many organisations implement Landing Pages. These are documents, usually data-driven and heavily branded, that direct the user towards applications addressing precise use cases. Each application has, itself, a landing page usually a summary of the key indicators that provide overall context for the use case. This can be a document or a dossier, depending on the functionality requirement The next level down can consist of documents, if required functionality demands it and if the exploration path is firmly set or it can be a dossier, giving the end user freedom to explore the provided data, thus answering far more user stories. Copyright 2019 MicroStrategy Incorporated. All Rights Reserved.

32 This year: Dossiers and Documents in practice Complete lifecycle coverage Dossiers and documents can be deployed identically using MicroStrategy s lifecycle tools. Design Both technologies allow you to address a much bigger audience. Making sure the data is available in Deploy production systems without user intervention is the real challenge. Scale Investment has taken place to boost Dossier performance leading to performance parity with Documents

33 Thoughts to take away Dossiers evolving rapidly. Library and Collaboration extend adoption. HyperIntelligence gives frictionless, targeted insights. Technologies are complementary. Existing investment preserved. Exciting possibilities with new features.

34 Demonstration

35 Questions?

MicroStrategy & Google

MicroStrategy & Google Joint Value Proposition HF Chadeisson Solutions Architect Safe Harbor Notice This presentation describes features that are under development by MicroStrategy. The objective of this