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Building Your First Dossier in MicroStrategy

Erik Whitaker

Learn how to create MicroStrategy dossiers that will enable you to visualize and explore the data within your organization.

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Learn how to create MicroStrategy dossiers that will enable you to visualize and explore the data within your organization.

A core facet of business intelligence is the ability to present data in a visual or graphical manner that invites exploration. In this course, Building Your First Dossier in MicroStrategy, you'll gain the ability to visualize and explore your data using the MicroStrategy Dossier. First, you'll learn what a dossier is and how to import data into it. Next, you'll discover how to use data visualizations to help bring your data to life. Finally, you'll explore how to apply filters to the dossier along with how to create custom objects and groups. When you're finished with this course, you'll have the skills and knowledge of dossier creation needed to create your very first dossier in MicroStrategy. Software required: MicroStrategy v10.4 or later.

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What's inside

Syllabus

Course Overview
Introduction to the Dossier
Adding and Combining Data
Creating Visualizations
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Filtering Data
Creating Custom (Derived) Attributes, Metrics, and Groupings

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Provides the foundational skills needed for beginners in MicroStrategy
Taught by Erik Whitaker, who is recognized for their work in MicroStrategy
Uses MicroStrategy v10.4 or later, which is the industry standard
Covers essential topics of MicroStrategy dossiers, including data visualization, exploration, filtering, and customization
Emphasizes the practical application of MicroStrategy dossiers in business intelligence
May require additional knowledge of MicroStrategy for advanced users

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Activities

Coming soon We're preparing activities for Building Your First Dossier in MicroStrategy. These are activities you can do either before, during, or after a course.

Career center

Learners who complete Building Your First Dossier in MicroStrategy will develop knowledge and skills that may be useful to these careers:
Data Visualization Engineer
Data Visualization Engineers specialize in creating visual representations of data. They use their skills to communicate insights to stakeholders and help businesses make data-driven decisions.
Database Administrator
Database Administrators manage and maintain databases, ensuring that they are running smoothly and efficiently. They may also work with Data Analysts and Data Scientists to optimize database performance and ensure data integrity.
Data Engineer
Data Engineers design, build, and maintain data systems and infrastructure. They work closely with Data Analysts and Data Scientists to ensure that data is accurate, reliable, and accessible.
Software Engineer
Software Engineers use their programming skills to design, develop, and maintain software applications. They may specialize in different areas of software development, such as data visualization or business intelligence.
Business Intelligence Analyst
Similar to Data Analysts, Business Intelligence Analysts leverage data to gain insights. The difference lies in their focus on historical data and analyzing trends for future planning. This course will be highly useful to your future in Business Intelligence as it teaches you the essential skills for data visualization and exploration.
Operations Research Analyst
Operations Research Analysts use mathematical models and data analysis to improve the efficiency and effectiveness of operations.
Quantitative Analyst
Quantitative Analysts use mathematical and statistical modeling to analyze financial data and make investment decisions.
Product Manager
Product Managers are responsible for the lifecycle of a product, from ideation to launch and beyond. They use data to understand customer needs and market trends, which helps them make informed decisions about product development and strategy.
Market Research Analyst
Market Researchers analyze market trends, customer behavior, and industry data to help businesses make informed decisions about product development, marketing campaigns, and overall strategy. This course may be useful for your career in Market Research as it teaches you how to create visual representations of data, a critical skill for presenting insights to stakeholders.
Business Analyst
Business Analysts use their skills in data analysis and business process improvement to help organizations identify and solve problems.
Data Analyst
Data Analysts sift through data to help organizations understand trends, patterns, and customer needs. They analyze data, find actionable insights, and communicate these insights to stakeholders, improving decision-making and driving better business outcomes. Building Your First Dossier in MicroStrategy may be useful for your development as a Data Analyst as it provides a solid foundation in data visualization and exploration, which are essential skills for success in this role.
Financial Analyst
Financial Analysts use historical financial data and industry trends to make sound investment decisions. They help businesses plan for the future and optimize their financial performance. This course can be helpful for your development in Finance as it teaches you how to visualize and explore financial data, a useful skill for conducting thorough analysis.
Management Consultant
Management Consultants provide expertise and advice to organizations to help them improve their performance. They use data analysis to identify areas for improvement and develop solutions. This course can help you build a foundation in data visualization, a valuable skill for effectively communicating insights to clients.
Data Scientist
Data Scientists are well-versed in data analysis, machine learning, and statistical modeling. They use their skills to solve complex business problems and drive innovation. This course may be useful for your growth as a Data Scientist as it focuses on data visualization and exploration, foundational skills needed to succeed in this role.
Marketing Manager
Marketing Managers plan and execute marketing campaigns to promote products or services. They analyze data to understand customer behavior and market trends, helping businesses attract and retain customers. This course can be valuable for your career in Marketing as it teaches data visualization, a key skill for understanding campaign performance and making data-driven decisions.

Reading list

We've selected seven books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Building Your First Dossier in MicroStrategy.
While this book focuses on Tableau rather than MicroStrategy, it provides a strong foundation in data visualization principles and techniques. It can help learners understand the broader concepts of data exploration and visual storytelling.
Offers a comprehensive guide to data visualization best practices, covering various chart types, principles of visual perception, and techniques for effective data communication. It provides a strong theoretical foundation to complement the practical skills taught in the course.
This classic work on dashboard design emphasizes the importance of clear and concise data presentation. It provides valuable insights into how to design dashboards that effectively convey insights and support decision-making.
Although this book focuses on Excel rather than MicroStrategy, it offers a comprehensive introduction to data analysis techniques and statistical concepts. It can help learners develop a strong foundation in data manipulation and analysis, which can be beneficial for working with data in dossiers.
Explores data visualization using Python and JavaScript, providing practical guidance for creating interactive and dynamic visualizations. While it doesn't directly cover MicroStrategy, it can help learners develop a deeper understanding of visualization techniques and technologies.
This concise guide provides practical advice on choosing the most appropriate chart type for different types of data and analysis goals. It can help learners refine their visualization skills and create more effective dossiers.
Focuses on creating interactive data visualizations using web technologies such as HTML, CSS, and JavaScript. While it doesn't directly cover MicroStrategy, it can provide valuable insights into the design and development of engaging data visualizations.

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