Building Transactions into your Apps

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

Presented by: Craig Mueller Date: Wednesday, January 24, 2012 CONFIDENTIAL

Agenda
Introduction to MicroStrategy Transaction Services Mobile Transactions Transaction Implementation Transaction Application Examples Summary Q&A

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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MicroStrategy Transaction Services

A new product offered in MicroStrategy 9.2.1 (June 2011) Enables interaction with the data stored in your existing transactional systems or Operational Databases

You can act on business information anytime, anywhere by approving requests,

submitting orders, changing plans, and capturing instant feedback.

You can embed transactional capabilities in:

Mobile devices, such as iPad, iPhone, Android Tablets, Android Phones

(Android support with 9.2.1a) Dashboards accessible through a Web browser

You interact with data through a variety of touch-based controls such as sliders, wheels, and switches, or you type information directly into the text area.

You submit your transaction to the backend data source by tapping or

clicking the appropriate button.

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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The Demand For Transactional Business Intelligence Has Been Continuously Increasing Since 1996
Transactional Solutions

Typical Solutions Requested

Write to ERP systems Write to CRM systems Write to operational databases Write to data warehouses Submit new data Update existing information Upload Images

Mobile Intelligence
Web Intelligence Desktop Intelligence

1996
4

2003

2008

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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The MicroStrategy Platform: Where Transactions Services Fits

Desktop / Laptop
email

Mobile

Windows

Ofce

Portals

Browser

BlackBerry

iPhone

iPad

Android

Full Spectrum of

Developer Web Tools

Professional Desktop Designer Architect SDK

MicroStrategy Web
OLAP Services Distribution Services

MicroStrategy Mobile
Report Services Transaction Services

Full Spectrum of

Admin Tools
Enterprise Manager Command Manager Object Manager Integrity Manager

MicroStrategy Intelligence Server

Databases
5

Cube Databases

Transactional Applications

Website Content

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Over 100 MicroStrategy Customers Have Transaction Services and Are Developing Transactional Applications
ACTION-ENABLING BI DASHBOARDS MOBILIZING EXISTING OPERATIONAL APPS CREATING NEW CONSUMER APPS

Marketing Campaigns What-if Analysis Planning and Budgeting Forecasting Order Management Inventory Changes

Interface Vendor Portals Expenses Reporting Timesheet Entry Corporate Surveys Benets Enrollment IT Helpdesk Requests

Customer Feedback Product Reviews Consumer Surveys/Polls Product Inquiries Event Registrations Professional Certications

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Impact of Transaction Services on Your System

Traditional System Integration with MicroStrategy

Decision Maker

Action Taker

Empowered Business User

Single MicroStrategy Mobile App Powered by MicroStrategy Transaction Services

BI System

Transactional System

Read Read Read Write

*Write

Many corporations disallow writeback to the OLAP systems.

ETL

ETL

OLAP

OLTP

OLAP

OLTP

The MicroStrategy platform enables you to gain insight by querying your OLAP system while empowering you to take immediate action against the OLTP system. You can accomplish both goals by creating a single application with a unied user interfacea MicroStrategy Mobile app powered by MicroStrategy Transaction Services.
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

CONFIDENTIAL

Agenda
Introduction to MicroStrategy Transaction Services Mobile Transactions Transaction Implementation Transaction Application Examples Summary Q&A

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Marketing PerspectiveMobile Apps Combine Three Types of Content

Business Intelligence

Transactions

Multimedia

Analytics, Grids, & Graphs Data Visualizations & Exploration

Mobile Front-end to ERP/CRM Sell Products and Schedule Services

Multimedia Content Mobile Information Channels

Grids

Graphs

Data Data Analytics Mapping Visualizations Exploration

Alerting

Approval mgmt.

Editable Grids

Data entry

Browser Content

Payments Desktop Publishing

PDFs

ePubs

Video

MicroStrategy Party Or Otherwise UseDistribution For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited. Any Third Condential. This Presentation Prohibited without Prior Authorization

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To

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Use MicroStrategy To Add Transactional Capabilities to Your Dashboards and Mobile Apps
Wide Range of Input Forms Touch-Optimized Transaction Widgets

Number Inputs

Text Inputs

Interactive Grid Widget Photo Upload Widget Transactional Grids

Calendar

Camera

GPS

Switches

Steppers

Sliders

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

MicroStrategy Condential. Distribution Prohibited without Prior Authorization

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Agenda
Introduction to MicroStrategy Transaction Services Mobile Transactions Transaction Implementation Transaction Application Examples Summary Q&A

11

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Every Transaction is Comprised of Two Types of Metadata

1. Transaction Report
NEW MicroStrategy grid report Denes write-back query

2. Transaction Document
NEW MicroStrategy document Denes input controls

Date

Expense Expense Amount

Writes to the Data-source

Data Source

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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A Transaction Report Supports Two Types of Transactions

Data write-back using SQL Statements Data write-back using X-Query statements

Freeform SQL Editor

updateCRC_EXPENSE_TX set review_ag=[REVIEW FLAG],
comments= [COMMENTS]

Freeform XQuery Editor

for $prod in doc(catalog.xml)/catalog/product let $name := $prod/name where $prod/@dept = ACC order by $name return $name

whererequestor_id=[REQUESTOR] and expense_id= [EXPENSE] and review_ag != 3

Data Source
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Web Service

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Enable Transaction Services in a Report Services Document

Query Report
Expense Date Expense Amount

Transaction Report
Date@ID Expense@I Expense D Amount@ID

c) Congure transaction input controls and data submission buttons

a) Select the Dataset (optional)

b) Link the grid or text eld to a Transaction Report

Report Services Document

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Creating Transactional Reports and DocumentsHigh-Level Steps

3
Transaction Report

2
Query Report

5 1
Data Source(s)

4
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Report Services Document

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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New Action Selectors Initiate or Discard the Transaction

Submit

Action Selector button or link targets grids and panel stacks Three action types are available:

Submit
Submits changes to and runs the transaction report Include a conrmation message Subsequent actions once input has been submitted Do nothing Refresh Current Document Run a new report or document

Re-calculate

Recalculate
Recalculate subtotals, derived metrics, sorting

Discard

Discard changes
Discards all changes that are not yet submitted

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Mapping Query Objects to Transaction Input Objects

Query Report

Transaction Report
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Dening Input Control Styles

The text area style within the Interactive Grid widgets displays as a touchable callout.

The toggle style enables you to display images instead of text. Each image or icon can be associated with a different input value.
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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

CONFIDENTIAL

Agenda
Introduction to MicroStrategy Transaction Services Mobile Transactions Transaction Implementation Transaction Application Examples Summary Q&A

19

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Example: Manage Inventory and Orders To Reduce Stock Outs and Losses

OLAP navigation Select row to update Predictive metric aids decisions Enter changes

Submit changes

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

MicroStrategy Condential. Distribution Prohibited without Prior Authorization

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Example: Supply Chain and Order Management

Analyze the business to determine which orders to accelerate

Edit any part of any order anywhere anytime

Change values using touch based controls such as wheels and switches

Update values to increase orders, increase prices, take actions

Execute your actions to drive the business forward

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Example: Corporate Request Processing and Management

Approve Request View Details

Deny Request

Add Comments

Submit Decisions

22

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Example: Event Registration

Transaction Report 2

Transaction Report1

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Example: Conference App with Schedule Builder

Adding Events to your personal calendar

Viewing and deleting Events from your personal calendar

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Example: A Mobile Store Inspection App

Upload Photos Rate Experience Add Comments Submit Transaction

Record your experience as it unfolds No paper trail No camera No pens No need to remember No transcription No submission delay

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

MicroStrategy Condential. Distribution Prohibited without Prior Authorization

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Photo Uploader Widget in Action

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

MicroStrategy Condential. Distribution Prohibited without Prior Authorization

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Photo Uploader Widget Workflow

File Server Query Report

Transaction Report

Data Source

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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Agenda
Introduction to MicroStrategy Transaction Services Mobile Transactions Transaction Implementation Transaction Application Examples Summary Q&A

28

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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MicroStrategy Transaction Services

Generally Available since June 2011 Enter data from Web browsers and Mobile devices Write-back transactions to:
Data warehouses Operational databases CRM systems ERP systems Web services

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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MicroStrategy Transaction Services QuickStrike Start Building Your First Survey App Immediately!

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The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

MicroStrategy Condential. Distribution Prohibited without Prior Authorization

CONFIDENTIAL

Agenda
Introduction to MicroStrategy Transaction Services Mobile Transactions Transaction Implementation Transaction Application Examples Summary Q&A

31

The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.

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