Distribution Services: How to Automate and Publish Personalized Analytics via Email, File and Print Suhrud Atre
Agenda 1. Introduction to Distribution Services 2. What are the key capabilities in Distribution Services? 3. How to create Subscriptions via Distribution Services? 4. Summary
Introduction to Distribution Services
A High-Volume Automated Report Distribution System Enables Proactive Business Monitoring 1. Automated distribution of MicroStrategy Reports/Dashboards 2. Distributions triggered by schedules, events, or alerts (based-on thresholds) 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 10,000 s users 100 s users 10 s users Enterprise Department Workgroup MicroStrategy Distribution Services Fully integrated with platform and benefits from clustering and load balancing
Designed for Enterprise Requirements 1. User Self-Service Users create, manage, and automate report delivery subscriptions Users set business alerts
Designed for Enterprise Requirements 1. User Self-Service Users create, manage, and automate report delivery subscriptions Users set business alerts 2. Multi-Platform Support Windows and Linux; 32-bit and 64-bit
Designed for Enterprise Requirements 1. User Self-Service Users create, manage, and automate report delivery subscriptions Users set business alerts 2. Multi-Platform Support Windows and Linux; 32-bit and 64-bit 3. Single metadata All objects - schedules, events, reports etc. in a central repository
Designed for Enterprise Requirements 1. User Self-Service Users create, manage, and automate report delivery subscriptions Users set business alerts 2. Multi-Platform Support Windows and Linux; 32-bit and 64-bit 3. Single metadata All objects - schedules, events, reports etc. in a central repository 4. Seamlessly integrated into MicroStrategy clients Users have options to set up delivery from the same place where they run reports Integrated with all admin tools (Command Manager, System Manager etc.)
Designed for Enterprise Requirements 1. User Self-Service Users create, manage, and automate report delivery subscriptions Users set business alerts 2. Multi-Platform Support Windows and Linux; 32-bit and 64-bit 3. Single metadata All objects - schedules, events, reports etc. in a central repository 4. Seamlessly integrated into MicroStrategy clients Users have options to set up delivery from the same place where they run reports Integrated with all admin tools (Command Manager, System Manager etc.) 5. Enhanced Scalability Load-balancing and clustering
Capabilities of Distribution Services
Deliver Information in Variety of Formats PDF CSV Excel ZIP, Plaintext, HTML.
Deliver Information to Different Devices and Mechanisms Send data in Email Send reports to file servers MicroStrategy Distribution Services Send reports to printers Upload reports to FTP Send reports to Mobile devices Archive to History List Send Instantly to colleagues
Intuitive Interface Enables Set up of Deliveries Easily Select any delivery option from the report or dashboard interface
Share Reports Instantly within Colleagues and Peers Email a report or dashboard immediately using Send Now functionality
How to Schedule a Delivery with Distribution Services?
But, First, Some Concepts 1. Subscription: Mechanism for to receive reports and dashboards periodically 2. Time-based Schedule: Time-based that sets the periodicity of the subscription, (for example, 8AM every day, Weekly at 4 pm) 3. Event-based Schedule: Delivery triggers only after a specific event takes places (for example, data load or ETL completion) 4. Alert-based Triggers: Delivery triggers only after a specific threshold condition on the report is met (for example, Profit < $5000) 5. Recipients : Group of users who will receive the reports or dashboards
So, How does an User Set up a Subscription? 1 Run the Report 2 Choose Delivery Option 3 Set Subscription Parameters
What are the Subscription Parameters*? Subscription name Select the schedule Recipient Lists Delivery Format Message Contents Additional Options *Will change based on the selected delivery option
How to Manage Recipients*? 1. Metadata Users 2. Metadata Contacts 3. Dynamic Recipients 4. Add recipients at time of subscription creation *Will change based on the selected delivery option
A Single Interface to manage all types of subscriptions 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 > Analyst E-mail E-mail E-mail Print File Subscription Owner Recipient Category Dashboard Analyst Analyst Weekly Inventory Report Analyst Multiple East Mgr West Mgr CEO Electronics Mgr Daily Sales Report Sales VP Analyst Monthly CXO Meeting Printout Analyst Office Printer (East) Last Months Transactions - Archive Analyst Secure file server
Demo
Summary
Key Takeaways of MicroStrategy Distribution Services 1. An essential part of an efficient and effective BI system 2. Provides users with an unparalleled amount of flexibility to monitor business performance with schedule and alert driven reporting 3. Supports departmental BI by enabling even greater user self-service 4. Supports high efficiency enterprise BI by delivering more BI with fewer servers
Next Steps: Advanced Concepts in Distribution Services: Wednesday, 02/09 4:45 pm - 5:45 pm (satre@microstrategy.com)
THANK YOU satre@microstrategy.com