Distribution Services - Deliver Personalized Reports and Alerts to Every Employee

Distribution Services - Deliver Personalized Reports and Alerts to Every Employee Prittam Bagani 1/27/2015

Agenda 1. Introduction - MicroStrategy Distribution Services 2. Distribution Services for Business Users 3. Distribution Services for BI Professionals 4. Key Takeaways and Q&A

Agenda 1. Introduction - MicroStrategy Distribution Services 2. Distribution Services for Business Users 3. Distribution Services for BI Professionals 4. Key Takeaways and Q&A

MicroStrategy Distribution Services MicroStrategy Distribution Services in a nut shell 1. Automated distribution of MicroStrategy Reports/Dashboards 2. Distributions triggered by schedules, events, or threshold exception 3. Deliver to Email, Mobile, File Server, and others 4. Delivery in multiple formats HTML, PDF, Excel, and others 5. Subscriptions can be set up by business users or BI administrators 6. Information is delivered in a secure and personalized way to the intended recipient MicroStrategy Distribution Services

Distribution Services is Fully Integrated in the Platform..And its now Free! MicroStrategy Desktop MicroStrategy Web MicroStrategy Mobile Report Services OLAP Services Transaction Services Distribution Services MicroStrategy Intelligence Server Relational Databases Multi-dimensional Databases Cloud Data Sources Big Data Sources

Distribution Services is Highly Scalable Deliver to 10 s, 100 s,..100,000 s users 100,000 s users Enterprise 10,000 s users 100 s users 10 s users Department Workgroup MicroStrategy Distribution Services Fully integrated with platform and benefits from clustering and load balancing

Business Users, Developer or Administrator MicroStrategy Distribution Services Delivers value to all users Acts as a Information Radar for LOB users Improves efficiency & saves 1000 s of hours for BI pros. Efficiency Time spent

Agenda 1. Introduction - MicroStrategy Distribution Services 2. Distribution Services for Business Users 3. Distribution Services for BI Professionals 4. Key Takeaways and Q&A

Line of Business User Distribution Services use cases 1. Sharing insights with others on-the-fly send now 2. Subscription to reports/dashboards self-subscribe or subscribe others 3. Create Alerts to stay on top of business proactive not reactive 4. Subscriptions management Interface to manage subscriptions

Sharing Insights with Others On-the-fly Easy way to quickly send a report or a dashboard to others users (Send Now) Send as an attachment or link in email Send to History List HTML; PDF; Excel; Plain Text; MHT

Self-subscribe to Receive KPIs Proactively Self-subscribe or subscribe other users to reports, dashboards or other output formats Time-based schedule: Send every Monday morning Even-based schedule: Send when the database is loaded Send to Mobile History List File Print Email

Create Alerts and Stay on Top of KPIs Proactively monitor the KPIs of your business that you care the most about Inventory of Item A < x 1. Users can set thresholds on metric in reports 2. Distribution Services regularly monitors the warehouse to check for threshold conditions Yes 3. Condition triggers delivery of alert reports, or delivery of any other report or dashboard 1 Send Alert! 1 Critical reports and dashboards and KPIs delivered to users proactively

Manage Subscriptions Business users can easily manage their subscriptions Business users view subscriptions in their My Subscriptions page Subscriptions created for themselves for others or by others Users edit and manage Delivery settings Data personalization Or unsubscribe My Subscriptions > East Mgr E-mail E-mail E-mail Print File Subscription Owner Recipient Category Dashboard East Mgr East Mgr Weekly Inventory Report East Mgr Multiple East Mgr West Mgr CEO Electronics Mgr Daily Sales Report Sales VP East Mgr Monthly CXO Meeting Printout East Mgr Office Printer (East) Last Months Transactions - Archive East Mgr Secure file server

Demo # 1 Distribution Services for Business Users

Agenda 1. Introduction - MicroStrategy Distribution Services 2. Distribution Services for Business Users 3. Distribution Services for BI Professionals 4. Key Takeaways and Q&A

Business Intelligence Professionals Automate repetitive tasks and stay on top of the BI system 1. High performance report bursting 2. High performance report delivery 3. Use a report to specify the recipients of a subscription 4. Distribute globally in local languages 5. Leverage integrated administration tools to automate and manage tasks related to Distributions Services 6. Improve system performance and resource utilization

High Performance Report Bursting Support 1000s of users from a single report or a Intelligent Cube 1. Burst file subscriptions across multiple files 2. Burst file subscription across multiple folder 3. Use Macros to automatically create file and folder names East/Category Regional Reports Report/ Document West/Category North/Category East Revenue of Books in East Region Revenue of Electronics in East Region

High Performance Report Delivery Support 1000s of users from a single report or a Intelligent Cube 1. High-scale report/document/dashboard delivery 2. Each users gets his/her personal slice of data 3. Single report or cube can be used to deliver 1000 s of variations 4. Significantly reduces the processing time and resources East Mgr West Mgr Cube Dashboard/Reports/ Documents Slices of data CEO (all Regions) Electronics Mgr (East) Music Mgr (West)

Demo #2 High Performance Report Delivery

Dynamic Recipient List Use a report to specify a group of recipients for use in subscriptions 1. Easily deliver reports and documents to a large number of users based on addresses that are stored in report or outside in a warehouse, LDAP, etc. 2. Send reports to a dynamic set of users For example, generate a list of sales managers who have not met the required target for a given month and use this list for delivery of content. List of users as a report MicroStrategy Distribution Services Deliver personalized content 20

Step 1: Generate List of Recipients Create a dataset of recipient in the format that can be used by MicroStrategy ID Email MSTR Metadata Device GUID 1 jdoe@abc.com 1D2E6D168A7711 D4BE8100B0D04 B6F0B ID of the device like Email where content will be sent MSTR Metadata User GUID 004FF3B249ED20A AB2FF1A9A8B0F03 EE ID of a user in MSTR. Security of this user will be applied 2 tsup@abc.com 1D2E6D168A7711 D4BE8100B0D04 B6F0B E96A7C3C11D4BBC E10004694316DE8 A4..... 21

Step 2: Create a Grid Report Create a Grid Report with Email, User ID and Device ID forms Create a Grid Report in MicroStrategy Manager Email Device ID User ID jdoe@abc.com 1D2E6D168A7711D4B E8100B0D04B6F0B 004FF3B249ED20AA B2FF1A9A8B0F03EE ID Email MSTR Metadata Device GUID 1 jdoe@abc.com 1D2E6D168A7711D4BE8100 B0D04B6F0B MSTR Metadata User GUID 004FF3B249ED20AA B2FF1A9A8B0F03EE tsup@abc.com 1D2E6D168A7711D4B E8100B0D04B6F0B E96A7C3C11D4BBCE 10004694316DE8A4... 2 tsup@abc.com 1D2E6D168A7711D4BE8100 B0D04B6F0B E96A7C3C11D4BBCE10 004694316DE8A4..... 22

Step 3: Create Dynamic Address List Map Grid report (forms) columns to fields in DRL editor from Web Grid Report Map DRL properties to corresponding attribute Grid Report Manager Email jdoe@abc.com tsup@abc.com Device ID 1D2E6D168A7711D4BE8 100B0D04B6F0B 1D2E6D168A7711D4BE8 100B0D04B6F0B User ID 004FF3B249ED20AAB2F F1A9A8B0F03EE E96A7C3C11D4BBCE100 04694316DE8A4 Manager Email User ID Device ID Optional properties 23

Demo # 3 Dynamic Recipient List

Deliver Globally in Local Languages Deliver internationalized report in the preferred locale of the recipient 1. Deliver a single report in multiple languages based on user preferences 2. Translated metadata, data, interface, date and number formatting English User MicroStrategy Distribution Services Japanese User

Utilization Utilization Improve System Performance and Resource Utilization Efficiently manage resources save cost and improve performance 1. Push large amounts of routine BI activity to off-peak hours when data warehouse and system capacity is available. Avoid costly database upgrades to accommodate peak hour traffic In addition to email, history list, mobile, file, and print admins can also create subscriptions for cache update and cube update. Peak Reduce Peak Time Time 2. Schedule administrative tasks to improve system performance and resources utilization Cache / History List management tasks (invalidate, delete, clean, purge) Intelligent cube management tasks (update; delete; activate deactivate) Project Management tasks (idle, resume, load, unload) Other miscellaneous management tasks (LDAP import, delete unused, etc.)

Integrated Administration Tools Benefit from world-class administration tools to improve efficiency Fully Integrated with Admin Tools Enterprise Manager Object Manager Subscription Reporting and Delivery Statistics Life Cycle Management of devices, transmitters, users and subscriptions Command Manager System Manager Script-based creation and control for administrators Combine MicroStrategy and Non MicroStrategy tasks into a workflow.

Agenda 1. Introduction - MicroStrategy Distribution Services 2. Distribution Services for Business Users 3. Distribution Services for BI Professionals 4. Key Takeaways and Q&A

Summary and Key Takeaways Benefits of leveraging distribution services MicroStrategy Distribution Services 1. saves a ton of time by automating report delivery 2. supports high efficiency enterprise BI by delivering more BI with fewer servers 3. provides business users the ability to proactively monitor business KPIs 4. is fully integrated with the platform and benefits from platform capabilities like clustering, load balancing, administration, internationalization, etc. 5. is now free!

What do You Choose He is using MicroStrategy Distributions Services He is not

Getting Started Consider the following high-level steps to get started Step 1: Empower a department of users with subscription creation and management and let these users control their alerts and information flows Step 2: Analyze system usage with Enterprise Manager and offset daytime exporting and dashboard executions to off-peak hours reduce user s query times and free up DB capacity Step 3: Roll out Distribution Services to all users, providing all user s with monitoring and alerting capabilities ensure users spend far less time seeking information - instead the information finds them

Questions and Answers Email questions to: pbagani@microstrategy.com halaoui@microstrategy.com Thanks!