Create dashboard from data that contains nulls or zeros. At MicroStrategy’s platform core is inherent in an Intelligence Server, that connects to a data layer. Feb 11, 2019. For steps to create a dashboard, see the MicroStrategy Web Help. Tutorial can be found in the Basic Reporting Guide. Build beautiful, interactive dashboards with Dossier. 3. Information about the MicroStrategy. Multi-series line chart is used to view the trend of indicators in the same area, which can visually see the trend comparison. Semantic layer and security capabilities. As such, the upgrade between Enterprise Manager and Platform Analytics is not supported. The user specifies of time frame for analysis, the number of database. View AllFiles. Minimize delays, reduce inefficiencies, and maximize profit margins with real-time visibility into supply chain operations. Actually,. In the PDF Options dialog box determine the report scaling and orientation, and press Export. When designing mobile dashboards, it’s essential for designers to eliminate these barriers. Provide store management with superior mobile capabilities and seamless in-app access to their information and system needs, while also allowing them to take action from the sales floor. 02. Go to Tools and enable Show Advanced Settings. Viewing and interacting with documents in MicroStrategy Web. Report Services Documents in 10. Get started with Contour dashboards. System Administration Guide for MicroStrategy 9. Access the desired project or workspace where the reports are located. Product Demos. Help your customers get more out of the app experience with an engaging AI assistant that provides automatic answers or outputs in real time. 3 Document Creation Guide for MicroStrategy 9. Click “Use as Selector” -> selector is created. 5 Advanced Reporting Guide for MicroStrategy 9. 53. Specifically, this guide provides the following. Click the Enterprise Reporting Documents folder. Helps you to manipulate the database in a single package. 9. Documents can display different reports within the same display, as shown in this example. We’ve evolved dashboards to the point that they are more than dashboards - they are interactive, collaborative analytic stories . It's being used even in the biggest financial, telecom and manufacturing organizations in the World. Selector: The objective of a summary page is to design a dashboard that meets 80% of user needs, and at the same time, provides enough flexibility for the viewer to explore more. First, you open a blank document and select a report to use as the document's dataset. MicroStrategy’s sample warehouse and project. Diagnostic analytics shifts from the “what” of past and current events to “how” and “why,” focusing on past performance to determine which factors influence trends. Microstrategy is actually based on the single meta-data repository. In documents, links can be added to objects in a Grid/Graph, and they can link to another document or to a report. Reports. Import Data Desktop foundations . This dashboard provides information that can guide it when optimizing your data our achievement. MicroStrategy makes it easy for you to generate enterprise reporting, dashboards, scorecards, notifications, etc. The documents and dashboards in this folder are a sample of the types of documents that can be built using MicroStrategy Report Services. 3. 3. Documents allow you to select the color theme, fonts, and the colors of the document’s objects. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data. The MicroStrategy Desktop User Guide describes the steps for a business analyst to execute and analyze a dashboard in MicroStrategy Desktop. With the latest Visual Insight tool, MicroStrategy brings the power of BI to the business users. Dashboard and Scorecards in Microstrategy 9 Using Report Services documents I As an advanced component for reporting and for creating scorecards. Number of Views 366 KB47694: Users are not able to add content to panel stacks in a multi-layout document in MicroStrategy Web 9. 3. 1. Power BI Desktop is the. Dataset. DashboardsandWidgetsCreationGuide ©2016,MicroStrategyInc. For detailed instructions to print a document, see the MicroStrategy Web Help or the Document and Dashboard Analysis Guide. The Document and Dashboard Analysis Guide contains instructions for business analysts to execute and analyze a document in MicroStrategy Desktop and MicroStrategy Web, building on basic concepts about projects and reports presented in the MicroStrategy Basic Reporting Guide. The following auto text codes allow you to add document variable information to your document. Add the desired amount of datasets to the document. 2. MicroStrategy Library Library on your devices Leveraging zero-click analysis with HyperIntelligence Reporting basics Datasets in dossiers Understanding your data through visualizations Optimizing visualizations to guide analysis Filtering data for customization and focus Prompting users Derived metrics Sharing reports and dossiers DevelopingMicroStrategy: MicroStrategy is one of the BI application software. Select the data to apply tooltips to:The MicroStrategy Report Services: Documents and Dashboards course provides an overview of Dynamic Enterprise Dashboards™ built in MicroStrategy Report Services™ in MicroStrategy Web™. Dashboards and Widgets Creation Guide - MicroStrategyMicroStrategy Mobile overview. In Developer, you can view dashboards, with a limited range of interactivity. Panels are designed to stay at one size, especially with exports, so that panels and windows are not overlapping. Step 4) The Installation Status is displayed to the user as shown below. 2 : Do one of the following, depending on which type of control that you want to use in the document:. Drop. In MicroStrategy Web 9. MicroStrategy Analytics Modules are a set of packaged analytic components built using the MicroStrategy platform. You'll find user-generated examples showcasing a variety of use cases such as financial or retail sales analysis. A pop-up box will appear. Scorecards, dashboards, and reports can be. For other document samples, see the Document and Dashboard Analysis Guide. These are represented in dashboards either as a part of visualizations or tables. Drill to other destination objects. Diagnostic Analytics. To measure the time spent in these components, refer to the following resources: Intelligence Server and Client. This Dashboard enables retailers to understand the probability a shopper will purchase one or more items, given a set of items previously purchased or in the shopping “basket”. Introducing MicroStrategy 2019 Getting Started with MicroStrategy Desktop MicroStrategy - Dashboards (Layers, Panels u0026 Groups) - Online Training Video by MicroRooster Compound Keys - Advanced Architect Part 2 -. MicroStrategy 2021™ delivers the complete enterprise platform, tools, support, and services your organization needs to achieve Intelligence Everywhere. The following dashboard, designed and built using MicroStrategy and Vitaracahrts, was created as a part of a challenge conducted by Maven Analytics to showcase Unicorn companies' data worldwide. MicroStrategy. Oracle 11x database. Here’s how to insert a pivot table: Go to your Dashboard sheet and on the Insert tab, click the PivotTable button. Opening a document. MicroStrategy Web allows you to do this easily, simply by clicking the Print icon on the toolbar. MicroStrategy is one of the leading business intelligence software that allows users to get some deep insights into the data trend by offering a plethora of. These suggestions will help you design an effective, attractive, and practical document. Select ‘HP-ALM’ and click ‘Login’. To open a document in MicroStrategy Web. Because the ID of the event associated with the "RW Fast Export PDF" page is "3069", the evt parameter in the URL is set to "3069". Mobile Analysis Guide for MicroStrategy 9. Slice and dice features are awesome. MicroStrategy Web (. 1. Designing and creating documents: An overview. The Document Analysis Guide provides instructions for business analysts to execute and analyze a document in MicroStrategy Desktop and MicroStrategy Web, building on basic concepts about projects and reports presented in the MicroStrategy Basic Reporting Guide. The Document Editor has multiple toolbars you can use to access different document features. Latest Db2 engine for Db2 Warehouse is Db2 11. If you open the Format panel after you selected a grid you should be able to see the Show Banding option. Report Services Document Analysis Guide - MicroStrategy15. Examples of documents include scorecards and dossiers, managed metrics documents, production and operational documents, and more. It gives you the leverage of generating real-time reports and monitoring data. Visit the data visualization and data dashboard galleries for inspiration. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. Cards. If you are new to designing documents, see Best practices for designing effective documents before you begin a new document. A selector can change panels, the focus of a grid or graph report, or dynamic text fields (a text field that is a reference to an object on a report) in a panel stack, as described below. A dashboard is a special type of document. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. The last part of the book is dedicated to advanced topics like the new agile analytics technology from MicroStrategy, where we cover both Visual. In Design Mode or Editable Mode, right-click on column in grid that should be a selector. Document Creation Guide. 2. - Head of BI Department, Major Retailer in FranceAlthough, in some cases, if the data is too big to be displayed using a pop-up, the drill through can also take you to a different dashboard just by clicking on the specific point you want to expand on. On the Vertical dropzone add one metric, in the Horizontal dropzone add 2 attributes. To maintain a competitive advantage, it is critical to have insight into future events and outcomes that challenge key assumptions. Documents follow a Project level setting. Change to the 'selector' tab, and drop down the 'Source' box to the attribute created in step 1. Dashboards and scorecards are popular ways to display and distribute data from business intelligence projects. 579 million and they have so far achieved $6. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. Adding documents to. PNG. To run a report in the Enterprise Manager project, you connect to the project as you would any of your other projects. In the BI tools comparison matrix – included in our BI & Analytics Guide 2023 – we compare all the major Business Intelligence tools and Business Intelligence software based on 1. Search for users or add users by clicking on the add icon. It builds on the basic concepts about documents presented in the Getting Started with Documents section of the MicroStrategy Web help, which helps document designers understand how end users will use documents for data analysis. The report-related objects placed on the template, such as attributes. 00. Under Project-Level VLDB settings, click Configure…. This parameter is equivalent to the &documentID of the target document and can be found by right clicking the target document and selecting Properties: Refer to KB15534: Where to find the originmessageID when creating URL parameters using MicroStrategy Web 9. For detailed instructions to print a document, see the MicroStrategy Web Help or the Document and Dashboard Analysis Guide. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single,. Mobile Analysis Guide for MicroStrategy 9. 3. Using this tool, users can easily transform big data into instinctive dashboards and reports for greater. Gradient colors blend two colors to create a gradual color change in the background of a graph or a control in a Report Services document. •. Some of the main features offered by MicroStrategy are Advanced Analytics, Data Discovery, Data Visualisation, Embedded BI, and detailed reports and statements. MicroStrategy 9, MicroStrategy Distribution Services, MicroStrategy MultiSource Option, MicroStrategy Command Manager, MicroStrategy Enterprise Manager, MicroStrategy Object Manager, MicroStrategy Reporting Suite, MicroStrategy Power User, MicroStrategy Analyst, MicroStrategy Consumer,A MicroStrategy Report Services document contains objects representing data coming from one or more datasets, as well as images and shapes. A key component of any BI tool is the ability to deliver data visualization through dashboards, charts, and other graphical output. 743,656 professionals have used our research since 2012. Embed Flash RS dashboards within Microsoft Office documents, including Word, PowerPoint, Excel, and Outlook. 83K. The rise of innovative, interactive, data-driven dashboard tools has made creating effective dashboards – swift, simple, and accessible to today’s forward-thinking businesses. Answer: Go with dossier. in the midst of them is this Microstrategy Report Services Documents And Dashboards Pdf that can be your partner. The steps to create a dashboard in Microstrategy are as follows: Click on Create on the left side of the Microstrategy web application. Easy to use new editor for MicroStrategy documents and dashboards from VitaraCharts plug-in. In the venture capital industry, the term unicorn refers to any startup that reaches the valuation of $1 billion. First up, Report Services Documents (or just “documents”) continue to remain an essential part of the MicroStrategy portfolio. 1 Basic Reporting Guide for MicroStrategy 9. 3. You should consider the following parameters while you design an HTML dashboard: Target audience. 3314 views | September 21, 2021. For more information on dossier design, see Dossier Authoring Best Practices from a MicroStrategy Expert. 058 million. MicroStrategy Reporting Suite is a complete business intelligence platform that covers all the data analysis needs of an enterprise. Cloudera CDH Hadoop Gateway System. Platform Analytics provides several ways to access, analyze, and act on this telemetry, including out of the box standard dossiers and native telemetry interfaces in. HyperIntelligence®. The Dashboards and Widgets Guide contains instructions for designing and creating MicroStrategy Report Services dashboards, a type of document that is optimized for viewing online and for user interactivity. 5Document analysis has the treat for analyzing trade datas displayed in existing support either in MicroStrategy Pioneer press Web. Answer: Go with dossier. This business intelligence software supports app development by integrating leading technology systems and open-source tools. For steps to add a link to a mobile document, see the MicroStrategy Mobile Analysis Help. 5 Advanced Reporting Guide for MicroStrategy 9. You are a financial analyst and want to build a grid to analyze each region’s performance across different set of products, like home equity loans and certificates of deposit, all in the same view. The Enterprise Manager Overview dashboard provides an intuitive and interactive overview of collected document, report, and user activity data. Mobile dashboard designers should incorporate adequate spacing between visuals, links, and filters. Drag over the grid, and add a time slider above the grid, as shown below: Right click on the time slider and choose 'properties'. x - when designing the document. Once data flows into the interface, the dashboard will come to life. A Report Services document of this type is a visually intuitive display of data that summarizes key business indicators for a quick status check. 2. Dossiers automatically adjust to look great on any screen. Apache Kafka is an open-source distributed event streaming platform used by thousands of companies for high-performance data pipelines, streaming analytics and data integration. Files(1) Drop Files. . 2. A MicroStrategy Report Services document displays yourA report is a MicroStrategy object that represents a request for a specific set of formatted data from your data source. 5. Both dashboards and documents are powerful methods for exploring data and visualizing trends, but which one is better for a given project?EnterpriseDocument Analysis Guide for for MicroStrategy 9. To see sample documents in. To print a MicroStrategy Web report: 1. Drill on an item in a graph. Cramped details create too much visual overload. Interact with the engaged MicroStrategy Community to get answers to all your questions and collaborate for solutions. Cramped details create too much visual overload. Microstrategy Dashboards and Documents Microstrategy Ratio from Summary Report fields 0 Is it more secure to program a client. MicroStrategy Report Services dashboards and documents are available with MicroStrategy Report Services. MicroStrategyOfficeUserGuide 4 ©2016,MicroStrategyInc. 2. To email a report or document on a schedule. All articles. It provides the information. Dashboards and Widgets Creation Guide Creating Interactive Dashboards for your Data Version: 9. NET): Program FilesCommon FilesMicroStrategy directory. The document opens in the default mode selected by the document designer. One key feature is MicroStrategy Developer's Training Metric Wizard. You can rapidly move from raw data to experimentation to discovering new insights. 000+ selection criteria. 6. x The Null value display setting is set to. 1mOffice User Guide for MicroStrategy 9. In the Table/Range field, click the icon at the end and and select your whole data. EN. Description of this guide The Document and Dashboard Analysis Guide describes the steps for a business analyst to execute and analyze a document in MicroStrategy Web and MicroStrategy Developer. There’s an increasingly sharp contrast in the global economy—between enterprises that know how to unlock the value within their data, and those being left behind. Design workflows, create content groups, or customize application components with the no-code framework. Objects cannot be placed directly into the visualization. Mobile dashboard designers should incorporate adequate spacing between visuals, links, and filters. Create RS dashboards in Flash that can be used even when disconnected from the network. The Document Analysis Guide contains instructions for business analysts to execute and analyze a document in MicroStrategy Desktop and MicroStrategy Web, building on basic concepts about projects and reports presented in the MicroStrategy Basic Reporting Guide. MicroStrategy 9 Release 3 lets you explore your data in compelling reports and dashboards via iPhone, iPad, BlackBerry, Web, and more. It is hard for IBM to compete with Power BI on price alone. MicroStrategy classifies documents into 3 categories: •Mobile Apps: Mobile app uses a document object at its core, and is built on top of the one of the number of Mobile specific document templates •Interactive Dashboards: Dashboards combine large numbers of reports into a document into a layout provides interactive, visual way to consume. To open a document. Drop zones in dashboards allow you to quickly create visualizations and filters from your data. KB47896: Panel stacks as information windows have white space around them when using Google Maps in MicroStrategy Web 9. Follow the steps. Services Document Analysis Guide - MicroStrategyCreating Report Services documents. Accessing the Data Captured by Platform Analytics. For examples of basic documents and dashboard-style documents, see the Document and Dashboard Analysis Guide. Data visualization refers to the representation of data or information in charts, graphs, maps or other visual formats. This article provides a list of new enhancements and default settings available to users exporting a dossier to a PDF in MicroStrategy version 2020 of Workstation, Web, or Desktop. 5 quintillion bytes of data every day, and 90% of all data has been created in the last two years. The document opens in the default mode selected by the document designer. For more information on using documents in general, see the Document and Dashboard Analysis Guide; for steps to create documents, see the Document Creation Help. This is a list of the available auto text macros that the Report Services Document engine recognizes. Number of Views 1. 1 Sales and Distribution Analysis Module Reference for MicroStrategy 9. When we place some. Use the reports and dashboards to get a better feel for platform. ) Become a SME on the client organization’s data. Log in to the MicroStrategy Tutorial sample project. If users want to be able to create their own filters, thresholds, or change the graph style used to display data, consider creating a dashboard instead of a document. See Best practices for creating HTML dashboards: Analytics Module examples for examples from the Analytics Modules that demonstrate. Steps are below to apply tooltips in both MicroStrategy Developer and MicroStrategy Web. As shown below, this RS dashboard contains an area graph for daily revenue, a grid report for category analysis, and a bar graph for subcategory revenue. A mobile dashboard is a data analytics tool used to track important key performance indicators (KPIs) and display them visually on a mobile device. Click Share > Library Access. The Training Metric Wizard can be used to create several different types of predictive models including linear and exponential regression, logistic regression, decision tree, cluster, time series, and association rules. 3. Cloudera CDH Hadoop Gateway System. This is why you remain in the best website to look the unbelievable book to have. •. A report can link to a document instead of another report, as shown in the example above. Using visualizations and widgets, users can analyze data and make decisions based off that data as they receive it. Hive. In MicroStrategy 2020, the Export to PDF window in a dossier allows for more customization and provides new default settings. Workstation is the only space for analysts and app architects to build and manage content of all types. The dashboard is used to make decisions about Product Promotions, Placements and Product Displays, Store Segmentation, Customer. Dossier’s intuitive, drag-and-drop interface enables you to display and explore your data in seconds. The Excel File will contain only the selected Grid Object data from the Document. If some fonts are no available turn an Intelligence Server installed on the UNIX working verfahren, duplicate True Type fonts into which Intelligence Server. 1Implementing MicroStrategyUpgrade Guide for MicroStrategy 9. MicroStrategy is rated 8. Reporting and analysis documents dashboards The MicroStrategy Server converts data stored in an MDX cube source. 1 Artificial Intelligence for Knowledge Management Killer Analytics Dashboards for Excel Software Product Management Data Visualization & Presentation With Microsoft Office Executive. This report is filtered by day, hour, and minute. . Microstrategy. To configure the MicroStrategy Mobile Library app, visit the MicroStrategy. 3 MicroStrategy, Inc. 3. Documents. MicroStrategy - Creating Dashboard. filter as part of report. More info and buy. Click the document name or icon, as shown below. It gives you the leverage of generating real-time reports and monitoring data. 1 MicroStrategy Product Manuals 2013-04-30 Dashboards and Widgets Creation Guide for MicroStrategy 10 MicroStrategy Product Manuals 2015-06-16 MicroStrategy Suite Quick Start Guide for MicroStrategy 9. 262KB. 2. For general information on working withdocuments, see the Document and Dashboard Analysis Guide; for generalinformation on creating documents, see the Document Creation Guide. First, you open a blank document and select a report to use as the document's dataset. Genesys recommends current GCXI customers to update to the latest release, version 9. Choosing the right KPIs is critical; too many can overwhelm viewers, too few won’t be adequate, and irrelevant or vague metrics will be confusing. Mobile Analysis Guide for MicroStrategy 9. 9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration. Dashboards, which are a type of document, provide a lot of interactive graphical features to enable exploration of the data at several levels of detail. The MicroStrategy Desktop User Guide describes the steps for a business analyst to execute and analyze a dashboard in MicroStrategy Desktop. 4. With MicroStrategy Web, business users perform any of or all the major styles of BI - Scorecards and Dashboards, Enterprise Reporting, OLAP Analysis, Predictive Analysis, and Alerts and Proactive Notification - within a single, unified Web interface. Below are known limitations experienced when working with Compound Grids in MicroStrategy 2020: You cannot double click on objects in the Datasets panel to add them to the Compound Grid. Other document components that do not originate from the dataset, such as static text used for a title or heading, page numbers, and images, are added by the document's designer and are stored in the document's definition. DashboardsandWidgetsCreationGuide ©2016,MicroStrategyInc. Utilize any of the following design options when creating a document: Display theme for a document; Display. 009 and earlier. Follow these steps to reproduce the issue in a MicroStrategy Tutorial Project. Right-click on the right-hand side of Desktop, select New, and then select Report. With the release of MicroStrategy 10. 3. It further teaches various graphical techniques for presenting data for analysis using maps, graphs, and advanced charts. Choose Graph > Preferences. On the other hand, a dashboard style guide is a complete formatting document on how dashboards should be designed – it includes fonts, colors, graph types, icons, tables, layouts, and. Document analysis is the process of analyzing business data displayed in already documents either in MicroStrategy Developer or Web. These auto text codes are automatically replaced by information about the. 9. After selecting the blank dashboard, unlock it from the Options. Use this guide to learn about designing and creating MicroStrategy documents using MicroStrategy Developer. 1mDocument. Advanced topics include the following: Introduction to Advanced Reporting, reviews the tasks and objects to create a basic report and previews advanced reporting concepts. refer to the Report Services Document Creation Guide. The product lets you create and publish interactive BI dashboards that can be queried using natural language. Dataset. Pros and Cons. Enter Login Name. 2. pdf from GET 1004 at National University of Singapore. Microstrategy Dashboards and Documents Microstrategy Ratio from Summary Report fields 0 Is it more secure to program a client server system in a MicroStrategy Office MicroStrategy Report Services MicroStrategy ? Document and Dashboard Analysis Guide MicroStrategy ? Document and Dashboard. For information on designing dashboard-style documents, see the Document Creation Guide. MicroStrategy Tutorial Reporting. While dossiers are a great proposition when self-service, collaboration, responsive design, and fast content creation are key requirements; documents are still your best. 4. As document designers create documents, they specify. MicroStrategy Web allows you to do this easily, simply by clicking the Print icon on the toolbar. 03. The top Microsoft business intelligence tool is its innovative Power BI service. A Report Services document is a set of data and formatting properties that, when executed, can produce an attractive presentation-quality report. CONTENTS MicroStrategyBasicReportingHelp 5 BookOverviewandAdditionalResources vii 1. Self-service BI tools allow users to filter, sort, analyze and visualize data without involving an. In the Project Configuration editor, expand Project definition, and choose Advanced. Report Services Documents in 10. Gather information about your MicroStrategy project. Document designers can read. Designing and creating documents: An overview. Insight into relevant data and their analysis is achieved using application objects. Target type: Dataset. Request a demo. For details on any document functionality in Web, consult the MicroStrategy Web Help. This dashboard is used by the CFO to understand how individual teams (based in different states) are performing against budgeted revenue projections for the year. Each visualization is displayed on a separate tab in the dashboard. Document and Dashboard Analysis Guide. The chapter is focused on creating new documents, so it includes procedures and best practices to create and design documents. Create, share, and maintain dashboards and dossiers. 0 Reviews. 2987. x. Slice and dice features are awesome. Specifically, this guide provides the following. It would be impossible for any single person to wade through data line-by-line and see distinct patterns and make. A dataset can be a MicroStrategy report, a MicroStrategy Intelligent Cube, or data. 4. These two software solutions offer almost similar features. Report Services dashboards and documents - MicroStrategy Report Services Document Analysis Guide - MicroStrategy MicroStrategy Report Services Document. MicroStrategy Analytics cubes are easy to create and deploy. Learn how to create insightful and interactive dashboards using MicroStrategy. edu. Business Dashboards - Nov 18 2021We learned how to create documents: these are useful for PDF publications, for example, or personalized invoices or any kind of printed communication. The procedures in this Help refer to MicroStrategy Developer; procedures for MicroStrategy Web can be found in the MicroStrategy Web Help and the Document and Dashboard Analysis Guide. Vitaracharts is now FREE for Desktop and Workstation. About Visual Insight: Analyses. 3. For steps to create text fields, see Adding text and data to a document: Text fields. 10. 1 To ensure that you are using the documentati on that corresponds to the software you are licensed to use, compare this version n umber with the software version show MicroStrategy Web is an interactive, easy to use interface for all Business Intelligence (BI) reporting, analysis, and monitoring. It even extends to predic ve forecas ng, key driver analysis,MicroStrategy is a global provider of enterprise software platforms for business intelligence (BI), mobile intelligence, and social intelligence applications. MicroStrategy 10Office User Guide for MicroStrategy Analytics EnterpriseDocument Analysis Guide for for MicroStrategy 9. It also serves as a quick guide to the other. Click on the gear icon to access the Settings pane. A dataset is a set of data that can be displayed on a document, Report Services dashboard, or Visual Insight dashboard. 4. MicroStrategy is very easy to use for end-users—polyvalent and versatile. Enable users to interact with personalized chat for further product discovery. This course explains many features that enable you to create documents in MicroStrategy Web 9. 963.