1. Mason Microstrategy user group meeting
ITS Business Intelligence Group April 25 & May

2. Topic of the Day: Reports by Role Tips of the Day
agenda
Welcome
Topic of the Day: Reports by Role
Tips of the Day
Filter On
Merging/unmerging column headers
Creating a personal view
Open Discussion
Survey

3. Reports by role

4. Reports by role
MicroStrategy is used by many different divisions, departments, and offices across Mason to fulfill different business purposes.
Reports by Role
Describe a common business role at Mason, such as Budget Analyst
List frequently used MicroStrategy reports associated with that role
Intention
To allow greater information sharing about how MicroStrategy is being used
To create greater collaboration across and among university offices.
Roles and Reports documents are located under Training & Workshops:

5. Reports by role: examples

6. Research Administrator Housing and Residence Life Analyst
Academic reports by role
Research Administrator
Presented by Kimberly Maze
Housing and Residence Life Analyst
Presented by Kevin Sheehan
Provost Office Budget Analyst
Presented by Teresa Allen

7. We have our own department folder, for shared access
Administrative reports – Housing & Residence life (HRL)
HRL is excited about MicroStrategy, and here are some of the reasons:
We have our own department folder, for shared access
HRL Vendor Payments by FY, Org, Account, and PO
Helpful in updating our Housing Projects Plan
Monitor expected amounts to be paid against a multi-year, phased project
HRL Employee Assignments w Supervisor Name
Helpful in preparing Monthly Labor Reconciliation Reports
HRL prepares labor reconciliation by function, which sometimes has multiple orgs
This report is of enormous help when preparing the individual labor reconciliation reports for our leadership team

8. Administrative reports – Housing & Residence life (HRL)

9. Administrative reports – Housing & Residence life (HRL)

10. Tips of the day

11. On a grid report you can create a View Filter to refine your data
Filter on
On a grid report you can create a View Filter to refine your data
Select Tools, View Filter to turn on the View Filter section
To filter quickly, you can right-click on a column header and select Filter On
This moves the selected attribute to a newly created View Filter section
View Filter OR Filter On

12. Both View Filter and Filter On create a View Filter section
Filter on, cont.
Both View Filter and Filter On create a View Filter section
You can
Select which items you want to view or
Qualify on conditions you specify

13. Many MicroStrategy attributes contain multiple forms
MERGING/UNMERGING HEADERS
Many MicroStrategy attributes contain multiple forms
Example - Multiple forms of the same attribute
App Name:
First Name, Last Name, etc.
Course Sect College
BU, BUS, School of Business
Sometimes these attribute forms are “merged” into one column on the grid
You can unmerged these forms to display as multiple columns
Select the Grid menu
The highlighted icons merge column/row headers

14. creating personal views
In MicroStrategy you can modify a report and save it as a Personal View
You then “subscribe” to this view
This includes
Moving objects to the Page By
Adding a View filter
Removing objects from the Grid
This does not include
Adding new attributes, prompts, or filters to the report
BI Group maintains the original report and all updates to that report

15. To create a Personal View, make the changes you need
Creating personal views
To create a Personal View, make the changes you need
Click on the REPORT HOME menu
Select Create Personal View
Click Home  My Subscriptions to see your Personal View

16. survey

17. Reports by Role and User Group feedback Survey

18. Q&A