MicroStrategy Certified

Analyst

()
CONTENTS

Admonishment
Terms and Conditions .............................................................................................. 4

1. Setting Up Your
Environment
Configuring your MicroStrategy Cloud environment................................... 6
Creating the Certification subfolder............................................................ 7

2. Project Overview
Certification guidelines..........................................................................................10
Analyst certification project phases ..........................................................11
Saving your objects .........................................................................................11
Screen resolution..............................................................................................12
Analyst certification project environment ..............................................12
Monitoring certification time.......................................................................12
Project evaluation ............................................................................................12
Troubleshooting issues ..................................................................................13

3. Dossier Design Phase

Phase description.....................................................................................................16
Dossier 1 creation.....................................................................................................17
Result check: Creating Dossier 1.................................................................21
Sharing Dossier 1..............................................................................................22
Result check: Sharing Dossier 1...................................................................23
Dossier 2 creation.....................................................................................................23
Result check: Dossier 2 ...................................................................................25

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Contents MicroStrategy Certified Analyst

Dossier 3 creation.....................................................................................................26
Result check: Dossier 3 ...................................................................................27

4. Report Design Phase

Report design phase description .......................................................................28
Report 1 creation..............................................................................................29
Report 2 creation..............................................................................................31
Report 3 creation..............................................................................................32

3 © 2021 MicroStrategy, Inc.

 ADMONISHMENT

By accessing the ANL certification project environment, you automatically agree

to the terms and conditions listed in this section.

Terms and Conditions

MICROSTRATEGY INCORPORATED ("MICROSTRATEGY") AND ITS AFFILIATES
RETAIN ALL INTELLECTUAL PROPERTY AND OTHER RIGHTS IN THEIR EDUCATION
SERVICES OFFERINGS, COURSE MATERIALS AND CERTIFICATIONS. BY ENROLLING
IN THE MCD PROJECT, YOU ACKNOWLEDGE THAT YOU HAVE READ AND AGREE
THAT THE FOLLOWING TERMS AND CONDITIONS (this "AGREEMENT") GOVERN
THE EXAMINATION AND CERTIFICATION PROVIDED. THIS AGREEMENT SHALL
REMAIN IN FORCE AND APPLY TO ANY EXAMINATION(S) FOR WHICH YOU HAVE
ATTAINED CERTIFICATION.

• You will not copy, publish, disclose, transmit, sell, offer to sell, post, download,
distribute in any way, or otherwise transfer, modify, make derivative works of,
reverse engineer, decompile, disassemble, translate any examination in whole
or in part, in any form or by any means, verbal or written, electronic or
mechanical, for any purpose.
• You will not disseminate examination content to any other person.

© 2021 MicroStrategy, Inc. 02212019 Terms and Conditions 4

 MicroStrategy Certified Analyst MicroStrategy Certified Analyst

• You will not communicate any information, questions, or answers pertaining

to the examination to any other person now or at any time in the future.

• You will not seek or obtain assistance on this examination from any other
person, "brain dump" materials, or other unauthorized publications of
examination questions (with or without answers) to prepare for the
examination or for use during the examination.

• You will not provide assistance on this examination to any person now or at
any time in the future.

• You will not falsify someone's identity or impersonate another individual to

gain access to an examination.

• You will not collaborate in any unauthorized manner with one or more other
students on the examination.

• You may not assign your rights or obligations under this Agreement. Any
unauthorized assignment will be void.
• Any term or condition on any other document submitted by you shall be of no
force or effect whatsoever, and is specifically rejected. MicroStrategy reserves
the right to change this Agreement at any time and without notice.

• If you cheat on any MicroStrategy examination, MicroStrategy may take any or

all of the following actions, in addition to any other rights or remedies at law:

Invalidate the results of the examination

Not permit you to register for other MicroStrategy examinations or
certification projects for a period of 6 months or longer
 Invalidate examinations for other employees within your company
 If applicable, remove you from the published list of MicroStrategy certified
partners.

TO THE EXTENT PERMITTED BY APPLICABLE LAW, MICROSTRATEGY SPECIFICALLY

DISCLAIMS ANY AND ALL STATUTORY OR IMPLIED WARRANTIES RELATING TO THE
CERTIFICATION EXAMINATION, INCLUDING, WITHOUT LIMITATION, WARRANTIES
OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

5 Terms and Conditions © 2021 MicroStrategy, Inc.

 1
SETTING UP YOUR ENVIRONMENT

Configuring your MicroStrategy Cloud

environment
These are the steps that are necessary to access and configure your Cloud
environment to complete the tasks required for the Analyst certification. The
information that you need to access your environment is included in the prior
communications sent to you. You must complete these steps before attempting
the Analyst certification tasks.

Access and configure your cloud environment

1 In the Welcome to MicroStrategy email, click Access MicroStrategy Platform.

2 In the Login MicroStrategy web page, in the User name and Password boxes,
type (or copy and paste) the login credentials provided in the MicroStrategy
Cloud email, then click Login. The image below is an example of how the

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 1 Setting Up Your Environment MicroStrategy Certified Analyst

credentials look in your email; the credentials that you need to use to log in
will be different.

3 In the security window, reenter your cloud credentials. Select Remember this
password, then click Login.

The MicroStrategy landing page displays in a browser window.

Open MicroStrategy Web

4 On the MicroStrategy Cloud landing page, scroll down and hover your cursor
over MicroStrategy Web, then click the Launch icon that is displayed.

The MicroStrategy Tutorial Home page opens.

 Google Chrome is the recommended web browser.

5 Click Go to MicroStrategy Web.

The Shared Reports folder of the MicroStrategy Tutorial project opens.

Creating the Certification subfolder

You need to save all the objects that you create, including any dossiers,
reports, and supporting objects, within a custom folder called Certification.
Save objects with the names indicated in the requirements, in the subfolder
indicated in the requirements.

 The grader reviews your objects in the indicated subfolder within the
Certification folder only. No points are awarded if you save your reports or
other objects in a different folder or subfolder. Likewise, no points will be
awarded for an object that is not named correctly.

Create a Certification folder

1 In the Shared Reports folder, click Create and select New Folder.

2 In the Create Folder window, in the Name box, type Certification.

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MicroStrategy Certified Analyst Setting Up Your Environment 1

3 Click OK.

4 Click the Certification folder to access it. During each phase, you will create
subfolders to save all your objects in.

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 1 Setting Up Your Environment MicroStrategy Certified Analyst

9 Configuring your MicroStrategy Cloud environment © 2021 MicroStrategy, Inc.

 2
PROJECT OVERVIEW

Certification guidelines
This one-day certification is designed to test your ability to create dossiers,
reports, and simple objects that are used on reports.

The following are the basic guidelines for completing the Analyst certification
project:
• You must complete the project within the assigned time frame on the
assigned day. This certification is timed, so you are not allowed to work extra
hours. At the end of the assigned time, access to your MicroStrategy Cloud
environment will be terminated.

• You must complete enough tasks to attain an overall passing grade of 80% on
your first attempt and 80% on any subsequent attempts.

• When your project is graded, any of the following conditions result in the
grader assigning 0 points for the overall task:
 Any incorrect or missing task (or component of a task)
 The object is not saved in the correct subfolder in the Certification folder
 The object is not saved with the correct name

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 2 Project Overview MicroStrategy Certified Analyst

• To receive full points in a section, ensure all number formatting matches the
specifications.

• Matching the result check provided for a report or dossier does not mean that
you will receive full credit for that report or dossier. Points can be deducted for
required features that are not present or not created correctly.

• In the Report Design phase, each report is evaluated on two parameters:

correct report results and using the correct report requirements.

If the report results are incorrect, no points are given for the entire report.

If the report results are correct, but the correct report requirements are not
met, you are awarded a portion of the total points for the report.

If the report results are correct and the correct report requirements are
met, you are awarded the total points for that report. All of the reporting
requirements must be met to obtain the total points associated with that
task.

• You may use your course manuals, MicroStrategy online help, MicroStrategy
product manuals, and the MicroStrategy Knowledge Base for assistance in
completing the project. However, you may not ask anyone for assistance.

Analyst certification project phases

The Analyst certification project consists of the following phases:

• Dossier Design Phase (chapter 1)

• Report Design Phase (chapter 2)

Each chapter of this project manual contains descriptions of the tasks and result
checks.

All phases of the project are completed in the MicroStrategy Tutorial project. The
dossier and report phases are independent of each other.

Saving your objects

Save dossiers, reports, and other objects in the correct subfolder in the
Certification folder. Save objects with the names indicated in the
requirements. For example, the first dossier that you create must be named

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MicroStrategy Certified Analyst Project Overview 2

Dossier 1: Region and Call Center Analysis in the Dossiers subfolder within
the Certification folder.

 The grader will review your objects in the correct subfolder in the
Certification folder only. No points will be awarded if you save your objects
in a different folder or subfolder, or with a name different from that
indicated in the requirements.

Although the step to save your dossier or report is usually one of the last steps
listed in the instructions, you should save it periodically as you work through the
requirements, to ensure that all your changes have been saved.

Screen resolution
It is recommended to use the highest possible screen resolution on your machine
to be able to view both the Analyst project booklet and the MicroStrategy
software at the same time.

Analyst certification project environment

You complete all phases of the Analyst certification in the MicroStrategy Tutorial
project in your Cloud environment. You do not need to create any other projects.
You use MicroStrategy Web for all phases of the certification.

Monitoring certification time

You must complete the certification project within the assigned times. You are
responsible for tracking your time. There are no automatic messages or pop-up
timers that warn you when your project time is about to expire. At the end of the
assigned time, you will be automatically disconnected from the virtual
environment.

Project evaluation
The following table displays the Analyst Project Grading Sheet, which includes all
the tasks on which your project is evaluated:
Analyst Project Grading Sheet

Project Task Points

PHASE 1: DOSSIER DESIGN PHASE

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 2 Project Overview MicroStrategy Certified Analyst

Project Task Points

Dossier 1: 31
• Imported and cleaned data from an external source
• Data layers
• Filters
• Visualizations, including thresholds and drilling
• Shared dossier

Dossier 2: 14
• Imported data from MicroStrategy reports
• Visualizations, including thresholds and formatting

Dossier 3: 12
• Created a stand alone metric
• Imported data from Existing Objects
• Grid visualization, including thresholds and formatting

Total Task Points 57

PHASE 2: REPORT DESIGN PHASE

Created Objects: 10
• Prompt
• Metrics
• Filter

Report 1: 18
• Correct result set
• Use of required features (points awarded only if report results are
correct)

Report 2: 6
• Correct result set
• Use of required features (points awarded only if report results are
correct)

Report 3: 9
• Correct result set
• Use of required features (points awarded only if report results are
correct)

Total Task Points 43

PROJECT TOTAL 100

Troubleshooting issues
While completing your certification, if you come across issues, such as connecting
to your MicroStrategy Cloud environment or other technical issues within your

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MicroStrategy Certified Analyst Project Overview 2

environment, email your certification proctor, or [email protected]

for on-demand certifications. They will get back to you as soon as possible. In the
email, include the following information:

• Date

• Contact information

Name

Phone number

Email address

• Issue Description: Provide as much detail as possible, including any screen

shots

• Steps to reproduce the issue

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 2 Project Overview MicroStrategy Certified Analyst

15 Certification guidelines © 2021 MicroStrategy, Inc.

 3
DOSSIER DESIGN PHASE

Phase description
This phase of the certification project requires you to create dossiers in
MicroStrategy Web.

Save the dossiers in the Dossiers subfolder in the Certification folder, with the
names indicated in the requirements.

Create a Dossiers subfolder in the Certification folder

1 In the Certification folder, click Create and select New Folder.

2 In the Create Folder window, in the Name box, type Dossiers.

3 Click OK.

4 Click the Dossiers folder to access it. Use this folder to save all the objects that
you create in this chapter/phase.

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 3 Dossier Design Phase MicroStrategy Certified Analyst

Dossier 1 creation
Create a dossier based on the following requirements:
• Import data from the Geography Dataset Excel spreadsheet.

This spreadsheet is supplied in the exercise files.

Create a multi-form attribute called Manager, based on the Manager ID
and Manager Last Name. Each attribute form should be available to
display.

Create a multi-form attribute called Month, based on the Month ID and
Month Name. Only the Month Name form should be available to display,
not the Month ID.
 Convert Revenue from an attribute to a metric.
 Define geography (also known as adding a geo role) for the Call Center
attribute. Select the City geographic type.

One region is displayed as NW in the data preview, although it should be
Northwest. Fix it using data wrangling.
– Use a text selector on the column.

– Find the abbreviation in the text selector and click Edit.

– Type Northwest to replace NW.

• Save the dossier as Dossier 1: Region and Call Center Analysis in the
Dossiers subfolder in the Certification folder.
 Save the dossier periodically as you work through the requirements, to
ensure that all your changes have been saved.

If you do not save the dossier with the correct name in the correct folder,
you will receive no points for the dossier.

• Rename the chapter to Analysis by Year.

• Create a heat map visualization based on the following requirements:


Color the rectangles by the Profit that each Region and Call Center
generates. (In the legend, colors are labeled as the percentage of Profit,
not just Profit.)

– Be sure that Region is listed above Call Center in the Editor panel drop
zone.

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MicroStrategy Certified Analyst Dossier Design Phase 3


Size the rectangles by the Units Sold.

Change the color range to Tropical Jungle.

Adjust the color range to use these band endpoints:

– Band 1 (red): 17

– Band 2: 33

– Band 3: 50

– Band 4: 67

– Band 5: 83 (add a new band, in the green range)

– Band 6 (darkest green): 100

• Create a bubble chart visualization based on the following requirements:

 Display Profit Margin on the vertical axis and Profit on the horizontal axis.
 Display a bubble for each Call Center.
 Color the bubbles by Region.
 Size the bubbles by the Units Sold.
 Display Revenue on the Tooltip.
 Change the marker shape to a square.
 Rename the visualization Bubble Chart: Call Center Profit.

• Create a filter using the Filter panel:

 Filter on Year, with a display style of check boxes.
 Display 2016 only.

• Create a page or chapter that uses the same Filter panel as the previous
visualizations. Only one option (page or chapter) is correct.

Name the original page or chapter Region Data.

Name the second page or chapter Time Data.

Develop the Time Data page or chapter

• On the Time Data page or chapter, create a bar chart visualization based on
the following requirements:

Display Profit on the vertical axis and Month on the horizontal axis.

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 3 Dossier Design Phase MicroStrategy Certified Analyst


Color the bars by Quarter.

In the Editor panel, under Break By, set the bar chart to stacked.

Name the bar chart Bar Chart: Monthly Profit.

• On the Time Data page or chapter, create a grid visualization based on the
following requirements:

Display Quarter and then Manager on the rows.

Display Revenue and then Profit on the columns.

Move the grid below the bar chart, so that all of the grid’s columns are
displayed.

Name the grid Grid: Quarter and Manager Analysis.

Develop the Maps page or chapter

• Create another page or chapter that uses the same Filter panel as the
previous visualizations.

Name this new page or chapter Maps.

• Define an additional geographic attribute for State using the Call Center
attribute. Name it State.
• Save the dossier.

• On the Maps page or chapter, create a map visualization based on the

following requirements:
 Change the map style to Street.
 Hide the title bar.
 On the first data layer of the map:

– Display a bubble for each Call Center.

– Color the bubbles by Revenue and size them by Profit.

– Cluster the bubbles.

– Name this map layer Call Center Bubble.


Create a second data layer on the map:

– Color the states by Revenue, using the Business Red color scheme on
an area map.

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MicroStrategy Certified Analyst Dossier Design Phase 3

– Name this map layer State Area.

Develop the Drilling page or chapter

• Create another page or chapter that uses the same Filter panel as the
previous visualizations.

Name this new page or chapter Drilling.

• Copy the heat map from the Region Data page or chapter to the Drilling page
or chapter.
 Drill to Quarter from New York, New Orleans, and Milwaukee.
 Rename the visualization Heat Map: Quarterly Profit.

• Remove the blank grid visualization.

Add filtering

• On the Region Data page or chapter, filter the bubble chart using the heat
map.

Use the heat map to display only the three southern regions in the bubble
chart.
 Rename the heat map visualization Heat Map: Click to filter the bubble
chart.

• On the Time Data page or chapter, filter the bar chart by Call Center.

Use the List Box display style.

Allow multiple selections.

Display the title bar, and rename the filter to Filter bar chart.

Move the filter to the left of both the bar chart and the grid.

Filter the bar chart to display Atlanta and Miami.

• On the Time Data page or chapter, filter the grid by Manager.


Use the Check Boxes display style.

In the filter, display the Manager Last Name form, but not the Manager ID.

Display the title bar, and rename the filter to Filter grid.

Move the filter to the left of both the bar chart and the grid, below the bar
chart filter.

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 3 Dossier Design Phase MicroStrategy Certified Analyst


Filter the grid to display Cooper.

• On the Maps page or chapter, filter both map layers on Profit.


Use the display style of slider (the default).

Display Profit values less than or equal to $250,000. If you can’t drag the
slider to exactly $250,000, click the end point of the slider and type 250000
in the box.

Change the title bar font size to 8.

• Save your final dossier. Remember to save it as Dossier 1: Region and Call
Center Analysis in the Dossiers subfolder in the Certification folder.

Result check: Creating Dossier 1

You can use the following result checks to verify whether your Dossier 1: Region
and Call Center Analysis dossier yields the correct results:

• The Filter panel displays years, with 2016 selected. It applies to all the pages
or chapters in the dossier.
• On the Region Data page or chapter:

New York has the largest rectangle on the Heat Map, with 68,592 Units
Sold. It is also displayed in the darkest green, with $439,055 in Profit.
 South, Southeast, and Southwest are selected in the Heat Map.
 New Orleans has the largest square on the Bubble Chart, with 32,519
Units Sold.

Only Call Centers from the southern regions are displayed in the Bubble
Chart.

• On the Time Data page or chapter:


Filter bar chart has Atlanta and Miami selected.

The Bar Chart displays data for 2016 Quarters only. The shortest bar is July
2016, with $5,636 in Profit.
 Filter grid has Cooper selected.

The Grid displays data for 2016 Quarters and Manager 18 Cooper only.

• On the Maps page or chapter:


The Profit filter is set for less than or equal to $250,000.

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MicroStrategy Certified Analyst Dossier Design Phase 3


The Call Center Bubble map layer displays 11 Call Centers (do not forget
to count Call Centers that are clustered in a single bubble as separate).
 If you zoom in so that bubbles are not clustered, San Diego has the highest
Revenue, with $98,024, so it is displayed in the darkest blue. The biggest
bubble is New Orleans, with $201,149 in Profit. (Be sure to zoom out and
save the dossier with at least one cluster displayed.)

The State Area map layer displays 10 states. Utah and Washington are
displayed in the lightest red, with $29,904 and $32,427 in Revenue
respectively.

• On the Drilling page or chapter:

 The Heat Map displays data for 2016 Quarters and New York, Milwaukee,
and New Orleans.

The biggest rectangle is New York 2016 Q4, with 20,014 Units Sold. It is
also the darkest green shade, with $116,407 in Profit.

 Matching the result checks does not mean that you will receive full credit
for your dossier. Points can be deducted for required features that are not
present or not created correctly.

Sharing Dossier 1
Share the Dossier 1: Region and Call Center Analysis dossier to the Library.

• Certify the dossier.

• Share and add the dossier to your Library.


If prompted, when you launch Library, sign in with the login credentials
provided in the Welcome to MicroStrategy email.

Complete the following steps in the dossier in your Library:

1 Change the Year filter to 2015.

2 Add a comment to the dossier

 IfCollaboration
you see a server error, a local firewall may prevent you from using the
Server and adding a comment. To get credit for this section,
take a screenshot of this error and send it to
[email protected], with the subject line ANL Cert - Comment.

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 3 Dossier Design Phase MicroStrategy Certified Analyst

Result check: Sharing Dossier 1

You can use the following result checks to verify whether your Dossier 1: Region
and Call Center Analysis dossier (as shown in Library) yields the correct results:

• The filter has 2015 selected.

• On the Region Data page or chapter:


New York has the largest rectangle on the Heat Map, with 57,522 Units
Sold. It is also displayed in the darkest green, with $359,690 in Revenue.

New Orleans has the largest square on the Bubble Chart, with 26,984
Units Sold. It is also the furthest right on the X axis, with $172,386 in
Revenue.

• On the Time Data page or chapter:


The Bar Chart displays data for 2015 Quarters only. The tallest bar is
October 2015, with $13,786 in Profit.

The Grid displays data for 2015 Quarters and Manager 18 Cooper only.

• On the Maps page or chapter:


The Call Center Bubble map layer displays 12 Call Centers (do not forget
to count Call Centers that are clustered in a single bubble as separate).
 The State Area map layer displays 11 states.

• On the Drilling page or chapter:

 The Heat Map displays data for 2015 Quarters and New York, Milwaukee,
and New Orleans.

The biggest rectangle is New York 2015 Q4, with 16,210 Units Sold. All the
Northeast rectangles are displayed in green.

 Matching the result checks does not mean that you will receive full credit
for your dossier. Points can be deducted for required features that are not
present or not created correctly.

Dossier 2 creation
Create a dossier based on the following requirements:

• Import data from the following MicroStrategy reports, all located in the
Shared Reports\Subject Areas folder:

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MicroStrategy Certified Analyst Dossier Design Phase 3


Sales and Profitability Analysis\Revenue and Profit Performance by Brand

Sales and Profitability Analysis\Regional Sales Management Report

Enterprise Performance Management\Profit Forecast

Enterprise Performance Management\Revenue Forecast

• Save the dossier as Dossier 2: Category Revenue and Profit Analysis in the
Dossiers subfolder in the Certification folder.

• Create a grid visualization based on the following requirements:


Use the Revenue and Profit Performance by Brand dataset.

Display Revenue and Revenue Growth values (in that order) by Year and
then Category.

Highlight the Revenue Growth values using the Emerald color scheme.
Create four equal bands. Restart the color range for each year.

Hint: Delete the darkest green band.

 Rename the visualization Revenue and Profit Performance by Category.

• Create a pie chart visualization based on the following requirements:

 Use the Profit Forecast and Revenue Forecast datasets.
 Slice the pie into wedges based on, and colored by, Category.
 The size of the wedges are determined by Profit Forecast and Revenue
Forecast. (This creates two pie charts.)

Stack the pie charts vertically.

Rename the visualization Forecast by Category.
• Create a bar chart visualization based on the following requirements:

Use the Regional Sales Management Report dataset.

Put Year, followed by Category on the horizontal axis.

Put Units Sold on the vertical axis.

Color the bars by Year.

Rename the visualization Units Sold by Year.

• Move the bar chart beneath the grid, and place both visualizations on the left
side of the dossier. The two pie charts should take up the entire right side, to
maximize readability.

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 3 Dossier Design Phase MicroStrategy Certified Analyst


Display the titles for all the visualizations in a size 10 font.

Ensure that the grid is sized so that both Years and both metric columns
can be viewed.

• Use the grid to filter both the pie chart and bar chart.

Select Books, Movies, and Music on the grid.

• Name this page Revenue and Profit Overview.

• Create a new page or chapter that uses a different Filter panel than the
previous visualizations. Name this page or chapter Network Display.

• On this new page or chapter, create a network visualization based on the

following requirements:
 Use the Regional Sales Management Report dataset.
 Connect Region to Category.
 Use edge direction, item shapes, and item colors to ensure that it is easy to
see that the lines originate at Region.

– Use red hexagons for the To items.

– Use green triangles for the From items.


Color the connections by Profit and size by Revenue.

Size the items by Revenue.

Rename the visualization Region and Category Connected by Profit and
Revenue.
• Save your final dossier. Remember to save it as Dossier 2: Category Revenue
and Profit Analysis in the Dossiers subfolder in the Certification folder.

Result check: Dossier 2

You can use the following result checks to verify whether your dossier yields the
correct results:

• Revenue and Profit Performance by Category visualization: The lightest

green is used for Revenue Growth for Movies in 2015 and Music in 2016.

• Forecast by Category visualization: There are two pie charts, one for Profit
Forecast and one for Revenue Forecast. Movies is the biggest segment in the
both pie charts.

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MicroStrategy Certified Analyst Dossier Design Phase 3

• Region and Category Connected by Profit and Revenue: The thickest arrow
points to Electronics, which is the largest shape.

 Matching the result checks does not mean that you will receive full credit
for your dossier. Points can be deducted for required features that are not
present or not created correctly.

Dossier 3 creation
Create the following object to use on the dossier:

• A metric that calculates the Revenue per Units Sold.

 Format the metric values as currency, with two decimal places.
 Set the subtotals to average.

Save the metric as Revenue Per Units Sold, in the Certification\Dossiers

subfolder.

Create a dossier based on the following requirements:

• Import data using the following existing objects:


Attributes: Call Center, Region, Category, Subcategory

Metrics: Profit, Revenue, Units Sold, Revenue Per Units Sold

Hint: In the datasets panel, click Existing Objects and search for each of
these items. Note the drop down pane to switch between searching for
Attributes, Metrics, and Public Objects. The Certification\Dossiers folder is
located in Public Objects\Shared Reports.
• Create a grid visualization based on the following requirements:

Display Region, Call Center, Category, and Subcategory (in that order).

Display Profit, Revenue, and Revenue Per Units Sold.

Show totals, displayed at the bottom of the grid.

• Format the grid in the following ways:


Rename the visualization to East Coast Sales.
 Set the grid font to Arial, size 10.
 Set the title font to Arial Black, size 14, and left-aligned.
 Add a bold, dark blue border to the visualization.

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 3 Dossier Design Phase MicroStrategy Certified Analyst

• Add an element filter to filter the grid by region.:


Display the filter as a Link Bar, allow multiple selections.

Display Mid Atlantic, Northeast, and Southeast.

Change the font in the Filter to Arial, size 10.

• Save your final dossier as Dossier 3: Sales Grid.

Result check: Dossier 3

You can use the following result checks to verify whether your dossier yields the
correct results:

• Only three regions are displayed on the grid.

• The total Profit for Books in Washington, DC is $50,723.

• The Revenue Per Units sold for Audio Equipment in Charleston is $232.18

• The total Revenue, across all categories and call centers, is $15,246,981.

 Matching the result checks does not mean that you will receive full credit
for your dossier. Points can be deducted for required features that are not
present or not created correctly.

27 Dossier 3 creation © 2021 MicroStrategy, Inc.

 4
REPORT DESIGN PHASE

This chapter contains the tasks for the report design phase. Save all the objects in
the Reports subfolder in the Certification folder, with the names indicated in the
requirements.

Create a Reports subfolder in the Certification folder

1 In the Certification folder, click Create and select New Folder.

2 In the Create Folder window, in the Name box, type Reports.

3 Click OK.

4 Click the Reports folder to access it. Use this folder to save all the objects that
you create in this chapter/phase.

Report design phase description

This phase of the certification project requires you to create a report from scratch,
using MicroStrategy Web.

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 4 Report Design Phase MicroStrategy Certified Analyst

Save the reports and any objects that you create to use on the report in the
Reports subfolder in the Certification folder, with the names indicated in the
requirements.

Report 1 creation
Create the following objects to use on the report:

• A prompt that allows you to select the objects to display on the report.

The prompt should list the following attributes:

– Call Center

– Country

– Region

Change the title to Geography attributes.

Save the prompt as Geography Prompt, in the Certification\Reports
subfolder.

• A metric that calculates the sum of the Revenue fact.

 Format the metric values as currency, with no decimal places.
 Disable all subtotals.
 Save the metric as Revenue - No Totals, in the Certification\Reports
subfolder.

• A metric that calculates the average of the Revenue fact.


Use the Avg function, not the Average function.

Format the metric values as currency, with no decimal places.

Change the default subtotal function to Average.

Save the metric as Average Revenue, in the Certification\Reports
subfolder.

• A smart metric that calculates the Cost Margin.

 Switch to the Formula Editor.
 Divide the Cost metric by the Revenue metric.
 Format the metric values as percentage, with two decimal places.

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MicroStrategy Certified Analyst Report Design Phase 4


Make it a smart metric.

Save the metric as Cost Margin, in the Certification\Reports subfolder.

Create a report based on the following requirements:

• Rows, in this order:


Geography Prompt

Promotion attribute

• Columns, in this order:


Revenue - No Totals metric

Average Revenue metric

Profit metric

Cost Margin metric

• Filter

All southern regions.

• Remove the extra column labeled Metrics.

Run the report based on the following requirements:

• Select the following for the prompt answers:


Call Center

Region
• Use the prompt page to display Region to the left of Call Center on the report.
• Show totals.

• Save the report as Prompted Promotion Analysis, in the Reports subfolder in

the Certification folder.

Keep the report prompted.

Set the current prompt answers to be the default prompt answers.

Result check
You can use the following result checks to verify whether your report yields the
correct result set:

© 2021 MicroStrategy, Inc. Report design phase description 30

 4 Report Design Phase MicroStrategy Certified Analyst

• The result set contains 41 rows and 4 columns.

• 3 Regions are displayed on the report.

• The Revenue - No Totals value for No Promotion in New Orleans is $2,675,607.

• The Average Revenue value for No Promotion in New Orleans is $43.

• The Cost Margin value for No Promotion in New Orleans is 82.40%.

• The Cost Margin total in New Orleans is 84.72%.

 Matching the result checks does not mean that you will receive full credit
for your report. Points can be deducted for required features that are not
present or not created correctly.

Report 2 creation
Create the following object to use on the report:

• A filter that includes only the promotions listed below. Save the filter as
Promotion Filter in the Certifications\Reports subfolder.
 10: Back-to-School-Sale
 10: Spring Sale
 15: Holiday Sale
 20: Midnight Madness Sale

Begin with the Prompted Promotion Analysis report that you created in the
previous task, Report 1 creation, page 29.
• Run the report and select only Region as a prompt answer.

• Edit the report to add the Promotion Filter.

• Save the report as Static Promotion Analysis, in the Reports subfolder in the
Certification folder.

Save the report as static (not prompted).

Do not overwrite the previous report

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MicroStrategy Certified Analyst Report Design Phase 4

Result check
You can use the following result checks to verify whether your report yields the
correct result set:

• The result set contains 16rows and 4 columns.

• 3 Regions are displayed on the report.

• The Revenue - No Totals value for the Back-to-School sale in the South is
$145,208.

• The Average Revenue value for the Spring Sale in the South is $40.

• The Cost Margin value for the Holiday Sale in the Southeast is 97.13%%.

• The Cost Margin total in the South is 94.60%.

 Matching the result checks does not mean that you will receive full credit
for your report. Points can be deducted for required features that are not
present or not created correctly.

Report 3 creation
Begin with the Prompted Promotion Analysis report that you created previously,
Report 1 creation, page 29.
• Run the report and select only Region as a prompt answer.

• Display data at the employee level, instead of at the Region level.


Hint: Drill on the report from the Regions column.

• Only show results where the Average Revenue is greater than $34. Add a filter
that does not modify what data is retrieved from the data source.

• Save the report without changing its name. Do not keep the report prompted.

Result check
You can use the following result checks to verify whether your report yields the
correct result set:

• The result set contains 61 rows and 4 columns.

• The total Profit for Michael Bates is $156,450.

• For 0-No Promotion, Ian Benner has an Average Revenue of $44.

© 2021 MicroStrategy, Inc. Report design phase description 32

 4 Report Design Phase MicroStrategy Certified Analyst

• The total Cost Margin for Matthew Hunt is 84.72%.

 Matching the result checks does not mean that you will receive full credit
for your report. Points can be deducted for required features that are not
present or not created correctly.

33 Report design phase description © 2021 MicroStrategy, Inc.

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