MicroStrategy Course

Lesson 1 • MicroStrategy Environments and Licensing

Explains deployment models, edition differences, and licensing tiers. Students can match platform editions to organisational requirements.

Lesson 2 • Navigating MicroStrategy Web and Workstation

Hands-on orientation to the Web interface and Workstation desktop tool. Students gain confidence moving between key areas of the platform.

Lesson 3 • Business Intelligence and MicroStrategy Overview

Introduces BI concepts and MicroStrategy's role in the enterprise analytics ecosystem. Establishes context for all subsequent platform-specific learning.

Lesson 1 • Data Source Security and Governance

Addresses credential management, connection security, and data access policies. Students apply governance principles to protect sensitive source data.

Lesson 2 • Configuring Database Instances

Teaches creation and management of database instances within MicroStrategy. Students link projects to specific data warehouse schemas.

Lesson 3 • Database Connection Basics

Covers ODBC and JDBC drivers, DSN configuration, and connection testing. Proper connections are the prerequisite for all data modelling work.

Lesson 1 • Hierarchies and Attribute Relationships

Defines parent-child attribute relationships and system hierarchies for drill-down. Students enable intuitive navigation in reports and dashboards.

Lesson 2 • Understanding the MicroStrategy Schema

Introduces the logical data model layer that sits above the physical warehouse. Students distinguish between logical and physical schema elements.

Lesson 3 • Creating and Managing Attributes

Covers attribute definition, forms, and lookup table mapping. Attributes are the dimensional backbone of every MicroStrategy report.

Lesson 4 • Schema Optimisation Techniques

Covers partitioning, indexing guidance, and schema performance tuning. Students apply optimisation strategies to reduce query execution time.

Lesson 1 • Nested and Compound Metrics

Teaches embedding metrics within metrics and combining multiple aggregations. Students build reusable calculation layers for complex KPIs.

Lesson 2 • Metric Performance and Best Practices

Addresses SQL pass-through, metric caching, and formula efficiency. Students write metrics that execute quickly at enterprise data volumes.

Lesson 3 • Metric Architecture and Levels

Explains metric dimensionality, level overrides, and filtering behaviour. Understanding metric levels prevents incorrect aggregation in reports.

Lesson 4 • Conditional Metrics and Case Logic

Covers IF, CASE, and logical functions within metric expressions. Students produce metrics that adapt output based on data conditions.

Lesson 1 • Advanced Report Features

Introduces derived metrics, custom groups, and consolidations within reports. Students extend basic reports with analytical depth.

Lesson 2 • Report Formatting and Presentation

Addresses cell formatting, conditional formatting, and threshold indicators. Proper formatting improves readability and highlights key insights.

Lesson 3 • Report Editor Interface and Workflow

Orients students to the Report Editor canvas, object browser, and toolbar. A clear workflow foundation prevents common report-building mistakes.

Lesson 4 • Designing Grid Reports

Teaches row, column, and page-by axis placement for grid reports. Students control data layout to match stakeholder requirements.

Lesson 1 • Interactive Filters and Selectors

Teaches panel selectors, attribute selectors, and metric selectors for interactivity. Students create dashboards that users can explore without analyst help.

Lesson 2 • Dossier Features and Navigation

Introduces MicroStrategy Dossiers, chapters, and page navigation. Students structure multi-page analytical stories for executive audiences.

Lesson 3 • Dashboard Design Principles

Covers layout planning, visual hierarchy, and audience-centred design. Good design principles prevent cluttered, misleading dashboards.

Lesson 4 • Visualisation Types and Selection

Surveys available chart types and guides selection based on data relationships. Students match visualisations to analytical questions accurately.

Lesson 1 • Auditing and Compliance Reporting

Introduces Statistics database, audit logs, and usage reporting. Students produce evidence of access and activity for compliance requirements.

Lesson 2 • Data-Level Security

Addresses security filters, connection mapping, and dynamic data access. Students restrict data visibility based on user identity at query time.

Lesson 3 • Security Roles and Access Control Lists

Teaches security role definition and ACL application to objects and folders. Students enforce least-privilege access across all platform objects.

Lesson 4 • Project and Environment Administration

Covers project configuration, server settings, and environment health monitoring. Students maintain stable, well-configured MicroStrategy environments.

Lesson 1 • Object Migration and Deployment Pipelines

Covers object migration using packages and the Migration Wizard. Students move validated objects from development to production safely.

Lesson 2 • MicroStrategy and Predictive Analytics

Introduces R and Python script integration and predictive metric creation. Students embed statistical models into MicroStrategy reports and dashboards.

Lesson 3 • Automation with Distribution Services

Teaches subscription creation, burst reporting, and scheduled delivery. Students automate report distribution to large recipient lists efficiently.

Lesson 4 • Enterprise Governance and Scalability

Addresses naming conventions, object ownership, and cluster scaling. Students establish governance frameworks that support long-term platform growth.