User Guide
Document Number: 09619414
Analytics Desktop
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© 2014  MicroStrategy, Inc.
iii
C
ONTENTS
Guide Overview
Description of this guide............................................................ix
What’s new in this guide.................................................................x
1. Getting Started with 
Analytics Desktop
Introduction..................................................................................1
About Analytics Desktop................................................................2
Installing Analytics Desktop...........................................................5
Upgrading Analytics Desktop...................................................7
Building your first dashboard.......................................................11
Importing your data from a file...............................................12
Creating a dashboard............................................................17
Formatting your visualization.................................................23
Adding filters to your dashboard............................................25
Allowing a visualization to update the data displayed in 
another visualization..............................................................30
Analyzing your data...............................................................33
Sharing your results...............................................................37
Understanding how MicroStrategy works with and stores data...40
Providing business context to data: Attributes.......................41
Calculating data: Metrics........................................................42
Storing data: Datasets...........................................................43
Powering analysis in Analytics Desktop: MicroStrategy 
Intelligence Server.................................................................44
Running and viewing a dashboard..............................................45
Viewing dashboards in Presentation View.............................46
Saving, exporting, emailing, or printing a dashboard.............48
Saving a dashboard...............................................................48
Exporting a dashboard...........................................................50
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Contents
MicroStrategy Analytics Desktop User Guide
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© 2014  MicroStrategy, Inc.
Exporting a visualization........................................................51
Emailing a dashboard............................................................53
Printing a dashboard..............................................................55
Opening and closing Analytics Desktop......................................56
2. Importing Data into 
Analytics Desktop
Introduction................................................................................59
Best practices: Importing data into Analytics Desktop.................60
Importing data from a file.............................................................64
Connecting to a data source........................................................70
Creating a DSN......................................................................73
Managing database connections...........................................75
Importing data from a database...................................................76
Creating and managing filters to determine which data to 
import from a database..........................................................83
Defining joins between columns in database tables..............86
Importing data using a Freeform script........................................88
Preparing your data to display on maps: Geo roles and shape 
keys.............................................................................................93
Importing a dashboard and data from another MicroStrategy 
user..............................................................................................96
Editing imported data...................................................................97
Adding new data to your imported data: Incrementally 
updating datasets..................................................................99
Replacing your imported data with new data.......................101
3. Creating and 
Modifying 
Dashboards
Introduction..............................................................................105
Creating a dashboard................................................................106
Adding and removing datasets from a dashboard.....................110
Displaying a visual representation of your data: 
Visualizations.............................................................................112
Changing the type of visualization displayed.......................115
Determining which mapping visualizations are available.....116
Creating visualizations...............................................................119
Creating a blank visualization..............................................122
Creating a Graph visualization.............................................124
Creating a Graph visualization with a dual-axis or 
combination graph...............................................................131
Creating a Graph visualization with pie or ring graphs........133
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MicroStrategy Analytics Desktop User Guide
Contents
© 2014  MicroStrategy, Inc.
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Quick steps and minimum data requirements to create 
each Graph visualization style.............................................140
Creating a Grid visualization................................................147
Creating a Heat Map visualization.......................................149
Creating an Image Layout visualization...............................152
Creating a Map visualization................................................159
Creating a Density Map visualization...................................164
Creating a Map with Areas visualization..............................168
Creating a Network visualization..........................................173
Customizing an Image Layout visualization.........................175
Duplicating visualizations.....................................................180
Adding, replacing, and removing data from visualizations.........181
Creating visualizations using data from multiple datasets.........183
Linking data shared across multiple datasets......................190
Defining the main dataset to use to display data in a 
visualization.........................................................................193
Formatting visualizations...........................................................194
Formatting numeric values in a visualization.......................197
Adding or removing a threshold in a visualization................199
Formatting a Graph visualization.........................................203
Formatting a Grid visualization............................................211
Formatting a Heat Map visualization....................................213
Formatting an Image Layout visualization...........................217
Formatting a Map visualization............................................220
Formatting a Density Map visualization...............................223
Formatting a Map with Areas visualization..........................224
Formatting a Network visualization......................................227
Moving visualizations.................................................................231
Deleting visualizations...............................................................232
Adding, editing, and removing text in a dashboard....................232
Layering and organizing data in a dashboard............................234
Adding, modifying, and deleting layouts in a dashboard......235
Adding, modifying, and deleting panels in a dashboard......237
Limiting the data displayed in a dashboard: Filters....................239
Adding filters to a dashboard...............................................240
Editing and removing filters in a dashboard.........................244
Allowing a visualization to update the data displayed in 
another visualization............................................................247
Determining whether to allow filters to restrict other filters..250
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Contents
MicroStrategy Analytics Desktop User Guide
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© 2014  MicroStrategy, Inc.
Creating a metric based on existing metrics: Derived metrics...251
About derived metrics..........................................................252
Adding derived metrics to a dashboard...............................252
Adding derived metrics to a dashboard on-the-fly...............253
Creating derived metrics based on a function in a 
dashboard............................................................................261
Creating a new derived metric in a dashboard from 
scratch.................................................................................263
Providing statistical analysis from R analytics.....................269
Editing or deleting derived metrics in a dashboard..............271
4. Analyzing Data in 
Dashboards
Introduction..............................................................................275
Analyzing data in a visualization................................................277
Analyzing data in a Graph visualization...............................279
Analyzing data in a Grid visualization..................................288
Analyzing data in a Heat Map visualization.........................293
Analyzing data in an Image Layout visualization.................295
Analyzing data in a Map visualization..................................298
Analyzing data in a Density Map visualization.....................302
Analyzing data in a Map with Areas visualization................306
Analyzing data in a Network visualization............................310
Examining the underlying data in a visualization.................312
Filtering data in a dashboard.....................................................315
Filtering, sorting, and drilling on data in a visualization.............319
Selecting data in one visualization to update the display in 
another.......................................................................................320
Grouping data in a dashboard: Page-by....................................323
5. Organizing and 
Searching for Objects
Introduction..............................................................................327
Using the Back and Forward buttons to navigate......................328
Maintaining folders and objects.................................................328
Creating folders...................................................................329
Copying a dashboard or folder............................................329
Creating a shortcut to an object...........................................330
Viewing details about dashboards and other objects...........332
Renaming an object.............................................................333
Moving an object..................................................................333
Deleting an object................................................................334
Displaying folders and objects in a list or as icons...............335
MicroStrategy Analytics Desktop User Guide
Contents
© 2014  MicroStrategy, Inc.
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Searching for objects.................................................................335
Searching for objects: Quick search....................................335
Searching by object description, creation date, and other 
criteria: Advanced search....................................................336
Using efficient search syntax...............................................339
6. Setting Your 
Preferences
Introduction..............................................................................341
General preferences..................................................................342
Specifying email addresses.......................................................344
A. System Requirements Introduction..............................................................................347
Software requirements...............................................................348
Hardware requirements and recommendations.........................349
Data source and ODBC driver support......................................350
B. Configuration 
Requirements for Data 
Sources
Introduction..............................................................................359
DB2 iSeries................................................................................360
DB2 Wire...................................................................................361
DB2 z/OS...................................................................................362
Greenplum.................................................................................363
Hive............................................................................................365
Impala........................................................................................365
Infobright....................................................................................366
Informix Wire..............................................................................367
Informix XPS..............................................................................368
Microsoft Access........................................................................369
MySQL.......................................................................................369
Oracle........................................................................................370
PostgreSQL...............................................................................372
Salesforce..................................................................................372
SQL Server................................................................................373
Sybase ASE...............................................................................374
Web services.............................................................................375
Contents
MicroStrategy Analytics Desktop User Guide
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© 2014  MicroStrategy, Inc.
C. Interfaces for Data 
Import, Visualizations, 
and Functions
Introduction..............................................................................377
Interfaces for importing data......................................................377
Database page....................................................................378
Freeform page.....................................................................383
Preview page.......................................................................387
Expression dialog box..........................................................392
New Condition dialog box....................................................393
Interfaces for creating dashboards............................................394
Select a Visualization dialog box.........................................395
Dashboard Editor.................................................................398
Dashboard Editor: Graph.....................................................405
Dashboard Editor: Grid........................................................409
Dashboard Editor: Heat Map...............................................410
Dashboard Editor: Image Layout.........................................411
Dashboard Editor: Map........................................................413
Dashboard Editor: Density Map...........................................415
Dashboard Editor: Map with Areas......................................416
Dashboard Editor: Network..................................................418
Interfaces for formatting visualizations......................................419
Dashboard Editor: Graph: Properties...................................420
Dashboard Editor: Grid: Properties......................................425
Dashboard Editor: Heat Map: Properties.............................426
Dashboard Editor: Image Layout: Properties.......................428
Dashboard Editor: Map: Properties......................................429
Dashboard Editor: Density Map: Properties.........................430
Dashboard Editor: Map with Areas: Properties....................431
Dashboard Editor: Network: Properties...............................432
Axis Scale dialog box...........................................................432
Advanced Sort Editor...........................................................434
Show Data dialog box..........................................................434
Show All dialog box.............................................................437
Interfaces for functions..............................................................438
New Metric dialog box..........................................................438
Select a Function dialog box................................................439
Function Arguments for New Metric dialog box...................441
Function Arguments dialog box...........................................443
Save As dialog box....................................................................443
MicroStrategy Analytics Desktop User Guide
Contents
© 2014  MicroStrategy, Inc.
ix
Additional Resources
Introduction..............................................................................445
Discussion Forum......................................................................445
Resources..................................................................................446
Documentation.....................................................................446
Version Information 
and Legal Notices
User Guide................................................................................455
Index.........................................................................................................................................459
Contents
MicroStrategy Analytics Desktop User Guide
x
© 2014  MicroStrategy, Inc.
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