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Mason Microstrategy user group meeting

This meeting agenda covers various topics such as creating personal views, using MicroStrategy reports for different roles at Mason University, and collaborating effectively across departments. It includes tips on filtering data, merging/unmerging column headers, and creating personalized views. The goal is to enhance information sharing and collaboration among university offices. Examples of academic reports by role are presented to demonstrate real-world applications. Attendees are encouraged to participate in open discussions and provide feedback through a survey.

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Mason Microstrategy user group meeting

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  1. Mason Microstrategy user group meeting ITS Business Intelligence GroupApril 25 & May 16 2017

  2. agenda • Welcome • Topic of the Day: Reports by Role • Tips of the Day • Filter On • Merging/unmerging column headers • Creating a personal view • Open Discussion • Survey

  3. Reports by role

  4. Reports by role • MicroStrategy is used by many different divisions, departments, and offices across Mason to fulfill different business purposes. • Reports by Role • Describe a common business role at Mason, such as Budget Analyst • List frequently used MicroStrategy reports associated with that role • Intention • To allow greater information sharing about how MicroStrategy is being used • To create greater collaboration across and among university offices. • Roles and Reports documents are located under Training & Workshops:

  5. Reports by role: examples

  6. Academic reports by role • Student Enrollment Analyst • Presented by Rupa Mehta • Graduate Admissions Analyst • Presented by Sharon O’Boyle

  7. Tips of the day

  8. Filter on • On a grid report you can create a View Filter to refine your data • Select Tools, View Filter to turn on the View Filter section • To filter quickly, you can right-click on a column header and select Filter On • This moves the selected attribute to a newly created View Filter section • View Filter OR Filter On

  9. Filter on, cont. • Both View Filter and Filter On create a View Filter section • You can • Select which items you want to view or • Qualify on conditions you specify

  10. MERGING/UNMERGING HEADERS • Many MicroStrategy attributes contain multiple forms • Example - Multiple forms of the same attribute • App Name: • First Name, Last Name, etc. • Course Sect College • BU, BUS, School of Business • Sometimes these attribute forms are “merged” into one column on the grid • You can unmerged these forms to display as multiple columns • Select the Grid menu • The highlighted icons merge column/row headers

  11. In MicroStrategy you can modify a report and save it as a Personal View • You then “subscribe” to this view • This includes • Moving objects to the Page By • Adding a View filter • Removing objects from the Grid • This does not include • Adding new attributes, prompts, or filters to the report • BI Group maintains the original report and all updates to that report • creating personal views

  12. To create a Personal View, make the changes you need • Click on the REPORT HOME menu • Select Create Personal View • Click Home  My Subscriptions to see your Personal View • Creating personal views

  13. survey

  14. Reports by Role and User Group feedback Survey • survey

  15. Q&A

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