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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

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Building Your First Dossier in MicroStrategy with these activities:
Organize your notes, assignments, and course materials
Staying organized will make it easier to review and retain the information you learn in the course.
Browse courses on Organization
Show steps
  • Create a system for organizing your notes, assignments, and materials
  • Regularly review and summarize your notes
  • Use flashcards or other tools to aid in memorization
Seek guidance from experienced MicroStrategy users or professionals
Connecting with experienced individuals can provide valuable insights and support throughout your learning journey.
Browse courses on Mentorship
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  • Identify potential mentors who have expertise in MicroStrategy
  • Reach out and request guidance
  • Maintain regular contact and seek feedback on your work
Review data visualization techniques
Refreshing your knowledge of data visualization techniques will provide a strong foundation for creating effective dossiers in MicroStrategy.
Browse courses on Data Visualization
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  • Review different types of data visualizations and their strengths and weaknesses
  • Study principles of visual perception and design
  • Practice creating data visualizations using online tools or software
Four other activities
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Follow tutorials on MicroStrategy dossier creation
Following guided tutorials will provide step-by-step instructions and examples to support your learning process.
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  • Search for online tutorials or documentation on MicroStrategy dossier creation
  • Choose tutorials that align with your learning goals and skill level
  • Follow the instructions and complete the exercises provided in the tutorials
Join a study group or online forum for MicroStrategy users
Engaging in peer discussions will allow you to exchange ideas, ask questions, and learn from others.
Show steps
  • Find a study group or online forum dedicated to MicroStrategy
  • Participate in discussions and ask questions related to the course content
  • Share your knowledge and insights with others
Create a MicroStrategy dossier
Hands-on practice with creating a MicroStrategy dossier will solidify your understanding of the concepts covered in the course.
Show steps
  • Gather and import your data into MicroStrategy
  • Choose appropriate data visualizations to represent your data
  • Apply filters to your dossier to explore specific data subsets
  • Create custom attributes, metrics, and groupings to enhance your data analysis
  • Present your final dossier to communicate your insights
Develop a data visualization dashboard using MicroStrategy
Creating a dashboard will challenge you to apply your skills in data visualization and dossier creation to solve a real-world problem.
Browse courses on Dashboard
Show steps
  • Identify a business problem that can be solved with a data visualization
  • Gather and prepare the necessary data
  • Design and create your dashboard using MicroStrategy
  • Share your dashboard with others and present your insights

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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