Create Project in Microstrategy - Part - II

Vikas GargData Architect
I am a Data Architect having 14+ Years of experience with the BI technologies like Azure, SSIS, SSAS, Power BI ,SQL Server and SSRS and DW.

In my precious Article we saw the Configuration part for Microstrategy which included Metadata Creation and DataSource Preparation as a pre requisite for Microstrategy Project.

Now here we will look that how we can create Project Source and Project in which we will be creating report for the selected DataSource.

Now We need to create Project Source Manager which can be created from Microstrategy Developer or from Project Source Manager tool.

We will add Project Source Manager from Microstrategy Developer/Desktop.
  • Click on Microstrategy Developer from Start Menu and the Below screen will appear.
  • Now Go to Tools and Select Project Source Manager and the Below Screen will open in which Click on ADD
  • Clicking Add the Above right window will open in which
    • Add Project Source Name => Select Connection mode - Server
    • In the Server Name enter your MSTR Server name or Click on Active Server Button which will show all the Microstrategy Active Servers on which this project will be created. Now Click OK.
  • And as shown in the below screen Project Source Manager will be created
  • Now we will create Project in this Project Source Manager. For this Click on Schema and Click on Create New Project.
  • This will open project Creation Assistant / Wizard. Click on Create Project and Give suitable Project name and Click OK.
  • Now Click on Select Tables from Warehouse Catalog Button and Database instance Wizard will open.
  • For creating new database instance click on NEW button and Database instance Wizard will open. Click on Next
  • Give Suitable name to Database instance and select Database type - I selected MSSQL 2012 here. Click Next
  • Now Select the DSN we created during configuration as shown in Article Part I. Tick on windows Authentication if you want or give suitable database login and password and click on finish. And Click OK
  • This will open the Warehouse Catalog will apear as shown below from which we can select our required Tables from the Data source
  • After selecting the required Tables Click on Save and close button.
  • Now Click on Architect button in Project Creation Assistant and the below Screen will appear in which we have to create fact and Attribute.
  • Right Click on column and create Fact / Attribute as per required analysis. Fact will be numerical things which you want to measure and Attributes are like dimensions in the Fact Table and related Attributes from Dimension tables will be mapped automatically since Microstrategy is intelligent enough to map related columns.

  • Key columns common in Fact and dimensions will be mapped. However extra columns you can also define and attribute which you want in your report as dimensions against which your measures will be calculated. Now Click on Save and Close and then click on Update.
  • Now our Project is ready in which we can create reports by clicking on the Create report and Select Blank Report and click ok which will open report Editor.
  • Now Click on Attribute and drag your Attribute to the Report View and same way click on Public object and drag Metric which are Calculated Facts to the Report viewer.
  • Now you can Save this Report and Close.
So using this article it is shown that how we can create our first report in Microstrategy.

I have tried to show this using series of two articles since it might be too lengthy to cover that in one article.

So Enjoy Microstrategy and Start Reporting.

It is complex but wonderful Analytical Reporting Tool.
Vikas GargData Architect
I am a Data Architect having 14+ Years of experience with the BI technologies like Azure, SSIS, SSAS, Power BI ,SQL Server and SSRS and DW.

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