Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy

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Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
Building Performant Dossiers:
               Tips and Best Practices
               Alejandro Olvera
               Technology

#analytics19
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
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  This presentation may include statements that constitute “forward-looking statements” for purposes of the safe harbor provisions
  under the Private Securities Litigation Reform Act of 1995, including descriptions of technology and product features that are
  under development and estimates of future business prospects. Forward-looking statements inherently involve risks and
  uncertainties that could cause actual results of MicroStrategy Incorporated and its subsidiaries (collectively, the “Company”) to
  differ materially from the forward-looking statements.

  Factors that could contribute to such differences include: the Company’s ability to meet product development goals while
  aligning costs with anticipated revenues; the Company’s ability to develop, market, and deliver on a timely and cost-effective
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  Form 10-Q for the three months ended September 30, 2018 and other periodic reports filed with the Securities and Exchange
  Commission. By making these forward-looking statements, the Company undertakes no obligation to update these statements
  for revisions or changes after the date of this presentation.

                                        Copyright © 2019 MicroStrategy Incorporated. All Rights Reserved.
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
Agenda                      • Who’s responsible for performance?
                            • Learning the Dossier Execution
                              Workflow
                            • Potential bottlenecks
                            • Strategies to achieve good
                              performance

 | Analytics and Mobility             M ic ro S tra te g y C o n fid e n tia l. C o p y rig h t © 2 0 1 9 M icro S tra te g y In c o rp o ra te d . A ll R ig h ts R e se rve d .
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
USERS                                                                                                                                                   Executives                                                                      Management                                                                        Sales Reps                                                                  Workforce                                                                           Vendors                                                     Influencers                                                                        VIP Clientele                                                                     Customers                                                                         Citizens

 TECHNOLOGY                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     REGULATORY
OPPORTUNITIES                                         FUNCTIONS                                                                                                                                 Sales                                                                       Marketing                                                          Customer Service                                                       Manufacturing                                                   Field Service                                                              Finance                                           HR                                                                 IT                                                                   Facilities                                                               Vendors                                                              Customers                                             REQUIREMENTS

                                                           DEVICES                                                                                                                         Wall                                                                                                   TV                                                                                                     Desktop                                                                                         Web                                                                                           Tablet                                                                                  Phone                                                                                                  Watch                                                                                               Voice

      C lo u d                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       Mobile Identity,                                                                                                                               D a ta P riv a cy
      C o m p u tin g                                                                                                                                                         Enterprise                                                           Enterprise                                                                                                                                                                                                       Embedded                                                        Enterprise                                                         Mobile                                                       Mobile                                                                                                                                           Security, and                                                         Mobile Telemetry                                                         a n d S e cu rity
                                             APPLICATIONS                                                                                                                     Analytics                                                            Reporting                                                                Big Data                                                              Data Discovery                                                    Analytics                                                       Mobility                                                           Analytics                                                    Productivity                                                       External Apps
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     Communications                                                        and IoT

                                                                                                                                                                                              Google
                                                               TOOLS                                                                                 Email                                    Search                                     Excel                                      PowerPoint                                        Power BI                                Qlik                         Tableau                                      Alteryx                            Paxata                                Trifacta                               Datawatch                          Jupyter                     Matlab                                 R Studio                              SAS                                     SPSS                                      Eclipse                             Python IDE                                    Visual Studio                                         xCode
      M a c h in e                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  A d v e rtis in g
      L e a rn in g                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 a n d M a rk e tin g
                                                                                                                                                            EXECUTIVES                                                                                                                                              BUSINESS                 USERS                                                                                                                  ANALYSTS                                                                                                                                          DATA          SCIENTISTS                                                                                                                                                                           DEVELOPERS
                                                              ROLES                                                                                         T h e B u s in e s s E x e c u tive s e ts th e a n a ly tic s a n d m o b ility stra te g y fo r th e
                                                                                                                                                            fu n c tio n . T h e y e s ta b lis h th e fu n ctio n ’s p rio ritie s , p ro g ra m s , b u d g e t, a n d p la n ,
                                                                                                                                                                                                                                                                                                                    E x p lo re a n d in te ra ct w ith p u b lis h e d a n a ly tic s . E n h a n c e a p p lic a tio n s u sin g
                                                                                                                                                                                                                                                                                                                    s e lf-s e rv ic e d a ta d is co ve ry to cre a te cu sto m g ro u p s , d e rive d m e trics, a n d
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    C re a te , s h a re , a n d m a in ta in in te llig e n c e a p p lic a tio n s fo r th e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    d e p a rtm e n t u sin g e n te rp rise se c u rity , d a ta , a n d a p p lica tio n o b je cts
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      B u ild a n d p u b lis h a d va n c e d s ta tis tics , p re d ictiv e m o d e ls , a n d m a c h in e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      le a rn in g a lg o rith m s u s in g lib ra rie s su ch a s T e n so rF lo w , R , P yth o n , a n d
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         In je ct, e xte n d , a n d e m b e d in te llig e n ce in to cu sto m a n d th ird -p a rty a p p lica tio n s u sin g
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         p ro g ra m m in g la n g u a g e s su c h a s Ja v a S c rip t, Ja v a , P H P , P y th o n , S W IF T , O b je ctiv e -C , C # ,
                                                                                                                                                            w h ils t m a in ta in in g ju stifica tio n fo r th e p la tfo rm a s s e ts a n d re s o u rc e s b y                                                 d y n a m ic filte rs. F o ste r a d o p tio n th ro u g h co lla b o ra tio n a n d sh a rin g .                                               to h e lp e n s u re a sin g le ve rsio n o f th e tru th .                                                                                       M A T L A B , th a t a re le ve ra g e d b y A n a lys ts a n d D e ve lo p e rs .                                                                                                                 .N e t, a n d o th e r co m m o n la n g u a g e s.
                                                                                                                                                            tra c k in g a n d p u b lis h in g a d o p tio n , im p a ct, a n d u ltim a te ly re tu rn -o n -in ve s tm e n t.

      M o b ile
      C o m p u tin g                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               C o rp o ra te
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    G o v e rn a n c e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                  INTELLIGENCE CENTER

                           PROGRAM S                                                                                                                                                                                                                                                                                                                                         A R C H IT E C T U R E                                                                                                                                                                                                                               PERSONAS
      B lo ck c h a in                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      O n - p r e m is e s , c lo u d , o r h y b r id

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            E n v ir o n m e n ts d e p lo y e d in m in u te s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    E m p lo y m e n t
                           DEVELOPMENT                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             Intelligence Director                                                                                                                                                            and Labor
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            V e r tic a l a n d h o r iz o n ta l s c a lin g                                                                                                                                                                                      C re a te In te llig e n c e e n viro n m e n ts b y d e p lo y in g th e In te llig e n ce
                           Applications                                                                                         Mobility                                                                                                              Intelligence                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 A rch ite ctu re , su p e rvis in g th e In te llig e n c e C e n te r a n d ru n n in g

                           P u b lis h a n a p p lic a tio n fra m e w o rk a n d b e s t p ra c tic e s th a t                 E s ta b lis h a fra m e w o rk , d is c ip lin e , a n d a rc h ite ctu re s o A n a lys ts                          In je ct a rtific ia l in te llig e n ce , m a ch in e le a rn in g , d e e p le a rn in g ,                                                                                                                                                                                          M u lti- n o d e c lu s te r in g                                                                                                                                                                                                      In te llig e n ce P ro g ra m s to s u p p o rt e n te rp ris e a n d d e p a rtm e n ta l
      B ig                 e n a b le a ll fu n c tio n s to b u ild c o n s is te n tly im p a c tfu l a p p lic a tio n s .   a n d D e v e lo p e rs c a n b u ild a n d d e p lo y m o b ile a p p lica tio n s.                                  a n d p re d ictive a n a lytic s a lg o rith m s in to e n te rp rise a p p lica tio n s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                              D e p a rtm e n ta l
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   a n a lytic s a n d m o b ility a p p lica tio n s fo r a ll c o n stitu e n ts.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            M u lti- r e g io n s u p p o r t
      D a ta               E s ta b lis h a fo u n d a tio n o f s h a re d c o m p o n e n ts to s p e e d
                           d e p a rtm e n ta l a p p lic a tio n d e v e lo p m e n t.
                                                                                                                                E s ta b lis h p ro c e s s e s , p ro to c o ls , a n d p ro g ra m s s o th e In te llig e n t
                                                                                                                                E n te rp ris e c a n c o n s u m e a p p s o n m o b ile d e vice s .
                                                                                                                                                                                                                                                      a n d fe d e ra te d d a ta s e ts . P u b lis h a n d c u ra te a lib ra ry o f m o d e ls
                                                                                                                                                                                                                                                      fo r A n a ly s ts a n d d e p a rtm e n ta l D a ta S c ie n tis ts.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            H o t, w a r m , a n d c o ld fa ilo v e r                                                                                                                                                                                                                                                                                                                                                                              F in a n cia l
                           Services                                                                                             Departmental                                                                                                          Enterprise                                                                                                                         D e v e lo p m e n t             U s e r A cc e p ta n ce T e s tin g
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            R e lia b le d r a g - a n d - d r o p p r o m o tio n

                           C o n v e rt d a ta s e ts a n d a p p lic a tio n c o m p o n e n ts in to p u b lis h e d          E m p o w e r d e p a rtm e n ts to ra p id ly b u ild a p p lica tio n s o n
                           s e rv ic e s fo r D e v e lo p e rs to in je c t in te llig e n c e in to th e ir c u s to m        fe d e ra te d tru s te d d a ta u s in g M ic ro S tra te g y o r o th e r to o ls (i.e .                                                                                                                                                                                                             (U A T )                                                                                             In te g r ity te s tin g o f a p p s a n d u p g r a d e s
                                                                                                                                                                                                                                                      H a rn e s s th e p o w e r o f y o u r o th e r B I in v e s tm e n ts a n d
                           a p p lic a tio n s . P u b lis h s a m p le s a n d d o c u m e n ta tio n a n d                    T a b le a u , P o w e r B I, E x c e l). O rch e s tra te c o lla b o ra tio n w ith th e
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            3 6 0 d e g r e e m o n ito r in g b u ilt in
      In te rn e t         e m p o w e r D e v e lo p e rs to u s e th e ir p re fe rre d p ro g ra m m in g to o ls            in te llig e n c e c e n te r s o d a ta s e ts a re c o n tin u a lly a p p ra is e d ,                              e x te n d th e v a lu e to a ll c o n s titu e n ts o n v a rio u s d e vice s.
                                                                                                                                                                                                                                                      M ig ra te le g a cy S A P B u sin e s sO b je cts a n d IB M C o g n o s                                                                                                                                                 E n te rp ris e
                           a n d la n g u a g e s .                                                                             o p tim iz e d , a n d u p d a te d .
      o f T h in g s                                                                                                                                                                                                                                  a p p lic a tio n s o n to a m o d e rn p la tfo rm .
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Application Architect                                                            Analytics Architect                                                                 Mobile Architect                                                                  Identity Architect                                                         E n v iro n m e n ta l
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  C re a te , sh a re , a n d m a in ta in in te llig e n ce                       C re a te , p u b lish , a n d o p tim ize a fe d e ra te d d a ta                  B u ild , co m p ile , d e p lo y, a n d m a in ta in m o b ile                   B u ild , co m p ile , d e p lo y, a n d m a in ta in d ig ita l
                           FOUNDATION                                                                                                                                                                                                                                                                                                                                        DEPLOYM ENT                                                                                                                                                                                                                                          a p p lica tio n s fo r th e e n te rp ris e .                                   la y e r a s th e e n te rp rise ’s sin g le ve rsio n o f th e                     e n v iro n m e n ts a n d a p p lica tio n s. O p tim ize th e                   id e n tity a p p lica tio n s, in te g ra te d w ith
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  P u b lis h sta n d a rd ize d a p p lica tio n o b je c ts,                     tru th . B u ild a n d m a in ta in th e sc h e m a o b je cts a n d                u s e r e xp e rie n ce w h e n a cce ssin g a p p lic a tio n s via              e n te rp ris e d ire cto rie s. D ig ita lly se cu re a ll
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  a n d p ro m o te d e p a rtm e n ta l a p p lica tio n s fro m                  a b s tra ctio n la ye r o n to p o f v a rio u s , ch a n g in g                   m o b ile d e vice s. In te g ra te w ith p re fe rre d V P N ,                   e x istin g a n d n e w lo g ica l a n d p h ysica l a sse ts.
                           Platforms                                                                                            Analytics                                                                                                             Administration                                                                                                                                                                                                                                                                                                                                                              se lf-se rvice in to th e e n te rp rise e n viro n m e n t.                     e n te rp ris e a s se ts .                                                         S S O , a n d E M M p ro to co ls.                                                In te g ra te a u th e n tic a tio n , co m m u n ica tio n , a n d
      D ig ita l           A rc h ite c t, in s ta ll, c o n fig u re , a n d d e p lo y th e In te llig e n t
                           E n te rp ris e a rc h ite c tu re . D e s ig n th e o p tim u m
                                                                                                                                D e s ig n th e o p tim a l fe d e ra te d e n te rp ris e d a ta la ye r a n d
                                                                                                                                p u b lis h it to A n a ly s ts , D a ta S c ie n tis ts , D e v e lo p e rs , a n d
                                                                                                                                                                                                                                                      M o n ito r, s u p p o rt, a n d m a in ta in th e In te llig e n t E n te rp rise
                                                                                                                                                                                                                                                      a rch ite ctu re to fa c ilita te o n g o in g s e c u rity , s ta b ility, a n d
                                                                                                                                                                                                                                                                                                                                                                                               Amazon Web Services                                                                  On-Premises                                                                    Microsoft Azure                                                                                                                                                                                                                                                                                                       te le m e try in to o th e r a p p lica tio n s .

      Id e n tity          a rc h ite c tu re to d e liv e r s e c u rity , s ta b ility , s c a la b ility ,                   A rc h ite c ts . W o rk w ith D e p a rtm e n ts to e vo lv e th e d a ta                                            e c o n o m y . M o n ito r s ys te m u s e , a u to m a te ta s k s, a n d im p le m e n t
                           a n d e c o n o m y b y c o m b in in g p la tfo rm c a p a b ilitie s w ith                         a rc h ite c tu re to m e e t c h a n g in g b u s in e s s n e e d s .                                               u p g ra d e s to h e lp e n su re a n o p tim a l, re lia b le , a n d m o d e rn u s e r
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    H e a lth
                           o n -p re m is e s , c lo u d , a n d /o r h y b rid s e rv ic e s .                                                                                                                                                       e x p e rie n c e .
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    a n d S a fe ty

                           Identity                                                                                             Database                                                                                                              Systems                                                                                                                 Alibaba Cloud                               CenturyLink                            Google Cloud                          IBM Cloud                             Oracle Cloud                            Rackspace
                           D e s ig n a n d p u b lis h a d ig ita l id e n tity a rc h ite c tu re th a t                      C o n fig u re th e in te llig e n c e p la tfo rm to o p tim iz e                                                    In te g ra te d a ta fro m e n te rp rise s ys te m s (i.e . E R P , C R M ,
                           e n a b le s e n te rp ris e -w id e m u lti-fa c to r g e o -s p e c ific                           p e rfo rm a n c e a g a in s t v a rio u s d a ta b a s e te c h n o lo g ie s (i.e .                                M R P , H R ) a n d b le n d w ith o th e r d a ta s o u rce s to b u ild                                                                                                                                                                                                                                                                                                   Services Architect                                                               Database Architect                                                                  Platform Administrator                                                            System Administrator
                           d ig ita l a u th e n tic a tio n fo r in te rn a l a n d e x te rn a l u s e rs .                   O ra c le , S Q L , S n o w fla k e , H D F S ), in c lu d in g re la tio n a l,                                      c u s to m a n a ly tic s a n d m o b ility a p p lic a tio n s . D e sig n ,                                                                                     Docker                                                         Kubernetes                                                                                 vmware                                          In je ct, e xte n d , a n d e m b e d a n a ly tics in to                        D e sig n a n d m a in ta in d a ta b a se e n te rp rise a sse ts .                In s ta ll a n d c o n fig u re th e In te llig e n ce A rc h ite ctu re          S e t u p , m a in ta in , m o n ito r, a n d c o n tin u o u s ly
                           Im p le m e n t th e d ig ita l id e n tity a rc h ite c tu re a n d                                 O L A P , b ig d a ta , u n s tru c tu re d , v e c to r, a n d stre a m in g                                         im p le m e n t, a n d o p tim iz e a n in te g ra te d a rc h ite ctu re to                                                                                                                                                                                                                                                                                                p o rta ls, th ird -p a rty, m o b ile , a n d w h ite -la b e le d              O p tim iz e d a ta b a s e p e rfo rm a n ce a n d u tiliza tio n                  o n -p re m ise s a n d /o r in th e c lo u d . M a in ta in th e                 su p p o rt th e in fra stru ctu re e n viro n m e n t
                           g a te w a y s o n to p o f a ll lo g ic a l a n d p h y s ic a l a s s e ts .                       p la tfo rm s . T ra c k th ro u g h p u t a n d p e rfo rm a n c e , a n d                                           o v e rco m e th e re p o rtin g lim ita tio n s a n d e x te n d th e                                                                                                                                                                                                                                                                                                      a p p lica tio n s . P u b lis h w e b se rvic e s a n d d a ta                  b a s e d o n q u e ry ty p e , u s a g e p a tte rn s, a n d                       se cu rity la y e r, m o n ito r syste m u sa g e , a n d                         th ro u g h d e p lo ym e n t o n A W S , W in d o w s, o r
                                                                                                                                p ro v id e a rc h ite c tu re d e s ig n a n d o p tim iz a tio n                                                    c a p a b ilitie s o f e n te rp ris e s y ste m s o f re c o rd .                                                                                                                                                                                                                                                                                                          se rvice s fo r u se b y D e ve lo p e rs in b u ild in g                        a p p lica tio n d e sig n re q u ire m e n ts .                                    o p tim iz e a rc h ite c tu re in o rd e r to re d u ce e rro rs,                L in u x, a ll w h ile o p tim izin g p e rfo rm a n ce a n d
                                                                                                                                re c o m m e n d a tio n s to th e d a ta b a s e a d m in istra to r.                                                                                                                                                                                                                       Linux                                                                                                                           Windows
   MARKET
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  d e p a rtm e n ta l a p p lica tio n s.                                                                                                                             m a xim ize u p tim e , a n d b o o s t p e rfo rm a n ce .                       co n tro llin g c o sts .

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               COMPETITIVE
 DISRUPTORS                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      FORCES
                           IN T E L L IG E N C E                                                                                                                           CLIENT            PRODUCTS
                                                                                                                                                                           C lie n ts th a t e n a b le in tu itive , fa st, a n d e n jo y a b le a n a lytic s a n d m o b ility                                                    Architect                                        Desktop                                            Web                             x            Reporter                                                Mobile                                            Communicator                               Badge                                              Hyper                                             Application                                          H IE R A R C H Y O F N E E D S
                           PLATFORM                                                                                                                                        e x p e rie n c e s a c ro ss w e b , d e s k to p , a n d m o b ile in te rfa ce s.

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Functionality
      A p p le             An Intelligence Platform helps                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  E n a b le B u s in e s s U s e r s , A n a ly s ts , a n d D e v e lo p e r s to p e r fo r m a ll ta s k s ( b u ild ,

                           make every device, application,                                                                                                                 SECURITY                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        d e p lo y , a n a ly z e , s h a r e ) a c r o s s v a r io u s d e v ic e s ( d e s k to p , w e b , m o b ile , v o ic e )

                           and person more intelligent.
                                                                                                                                                                           C a p a b ilitie s th a t e n a b le th e d e v e lo p m e n t o f p e rs o n a lize d a n d s e c u re d                                             Library                                                Users                                                     Groups                                       Badges                                                       Privileges                                   Permissions                                    Roles                                           Security Filters                                                                                   w ith o u t r e s tr ic tio n o r lim ita tio n .
                                                                                                                                                                           a p p lic a tio n s in c o rp o ra tin g m u lti-fa cto r, m u lti-la ye r a u th e n tic a tio n .
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     N ew
                           It creates an enterprise semantic                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         E n tra n ts
                           graph that connects, indexes,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   Popularity
      Am azon              abstracts, and federates your                                                                                                                   APPLICATION                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     S u r fa c e in te g r a te d c o lla b o r a tio n a n d s h a r in g c a p a b ilitie s w ith in a p p lic a tio n s th a t

                           organization’s data, telemetry, and                                                                                                             C o n ta in e rs o f a ctio n a b le in te llig e n c e , p a c ka g e d a n d p u b lish e d                                                          Dossiers                                                        Dashboards                                              Documents                                                  Distributions                                              Custom Apps                          Web Services                                                 Data Services                                                  Cards                                                     p r o m o te v ir a l a d o p tio n a n d u s a g e b y d e s ig n .
                                                                                                                                                                           to th e e n te rp rise a n d d e p a rtm e n ts .
                           usage. Users can rapidly build
                           contextual applications and
                           deploy them anywhere, anytime,                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  Economy
                           and on any standard device—                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     M a n a g e m u ltip le e n te r p r is e e n v ir o n m e n ts u s in g a s in g le p o w e r fu l w o r k s ta tio n to o l                             S u p p lie r
                           delivering trusted answers to                                                                                                                   DATA                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            fo r o n e - ta p d e p lo y m e n t, ta s k a u to m a tio n , a r c h ite c tu r e m a n a g e m e n t,                                                 B a rg a in in g
      G o o g le           constituents based on who they
                                                                                                                                                                           F e d e ra te d , c e rtifie d c o lle c tio n s o f d a ta p u b lish e d to e n te rp ris e
                                                                                                                                                                                                                                                                                                                                      Dictionaries                                 Lineage                                             Views                                       Cubes                                                Marts                                                                                                                                                                                                                                                              a n d s y s te m m o n ito r in g .                                                                                                                       Pow er
                                                                                                                                                                           a rc h ite c ts a n d d e p a rtm e n ta l a n a lys ts , d a ta s cie n tis ts , a n d d e ve lo p e rs .
                           are, where they are, and what
                           they need.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Simplicity
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           D e liv e r u s e r e x p e r ie n c e s , lik e v o ic e , c h a tb o ts , a n d n a tu r a l la n g u a g e , th a t fe e l
                                                                                                                                                                           SCHEMA                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          fa m ilia r a n d e ffo r tle s s e v e n u p o n fir s t u s e , s u p p o r te d w ith to o ls th a t r e q u ir e
                                                                                                                                                                           A s e m a n tic g ra p h c o n ta in in g re u s a b le o b je cts, ca p tu re d in b u sin e ss te rm s, th a t
                                                                                                                                                                                                                                                                                                                                  Models                                             Attributes                                        Metrics                                      Templates                                                 Filters                                       Sets                        Visualizations                                                  Prompts                                                   Forms                                                    z e r o tr a in in g .
                                                                                                                                                                           m a p to e n te rp ris e a ss e ts, a n d a b s tra ct co m p le x itie s o f th e u n d e rly in g d a ta .
      Facebook                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       Buyer
                         M ETADATA                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   B a rg a in in g
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Scalability                                                                                                                                               Pow er
                                                                                                                                                                           APPLICATION                     SERVICES                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        S h a r e s o p h is tic a te d p e r s o n a liz e d a p p lic a tio n s , b u ilt o n b illio n s o f r o w s o f d a ta ,
                                                                                                                                                                           A s u ite o f e n te rp rise -c a lib e r a d d -o n s e rv ic e s a va ila b le fo r                                                                Intelligence                                         Analytics                                         Transaction                                 Distribution                                          Telemetry                                    Identity                     Collaboration                                             Geospatial                                            Language                                                                w ith 1 0 0 ,0 0 0 s u s e r s w h ile m a in ta in in g s u b - s e c o n d r e s p o n s e s .
                                                                                                                                                                           a rc h ite c ts to q u ic kly a n d e a s ily in te g ra te in to a n y a p p lic a tio n .

      A lib a b a
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Stability
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           D e p lo y a p p lic a tio n s o n a r o b u s t a r c h ite c tu r e w ith h o t, w a r m , a n d c o ld fa ilo v e r
                                                                                                                                                                           PLATFORM SERVICES                                                                                                                                          Optimized                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      T h re a t o f
                                                                                                                                                                           C ritic a l c a p a b ilitie s to d e p lo y a n a lytic s a n d m o b ility a p p lic a tio n s w ith h ig h                                              Multi-Source                                            Parallel                                        Multi-node                                          Multi-Level                                        Dynamic                                         Platform                              Multi-Tenancy                                            Usage                                           Compute                                                s tr a te g ie s , c lu s te r in g , a n d r e lia b le g o v e r n o r s c o m b in in g to a v e r t s y s te m c r a s h e s
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     S u b s titu te
                                                                                                                                                                           p e rfo rm a n c e a n d s ca la b ility o n to p o f e n te rp rise a ss e ts.                                                                            Connectivity                                            Processing                                      Server Cluster                                      Caching                                            Sourcing                                        Analytics                                                                                      Telemetry                                       Elasticity                                             u n d e r p e a k u s a g e a n d d a ta lo a d s .
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     P ro d u cts

      T w itte r
                         S E R V IC E S                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Security
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           F a c ilita te s e a m le s s m a n a g e d a c c e s s to e n te r p r is e a s s e ts , c o n tr o lle d v ia a
                                                                                                                                                                           DRIVERS               AND GATEWAYS
                                                                                                                                                                           O u t-o f-th e -b o x g a te w a y s a n d d rive rs th a t m a k e it e a sy to c o n n e ct                                                              Relational                                                 OLAP                                               Big Data                                            EMM                                            PACS                                            Logical                                 Application                                                                                                                                                 g r a n u la r s e c u r ity m o d e l, v ia c o n v e n ie n t m u lti- fa c to r d ig ita l c r e d e n tia ls .

                                                                                                                                                                           to a lm o s t a n y e n te rp ris e in fo rm a tio n re so u rce .

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     In te n s ity o f
      M icro s o ft                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  R iv a lry a m o n g
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     C o m p e tito rs

                                 ENTERPRISE ASSETS
                           (1 5 0 + D R IV E R S + G A T E W A Y S )

                                                                                                                                                                                                               SQL                                                                                                                          MDX                                                                                  HADOOP                                                                                          NOSQL                                                                                                                                                                                                                 APPLICATIONS
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
The Intelligence Center
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
Building performant dossiers

       Aim at a 5s response time, keeping a maximum of 10s (end-to-end)

       Every role of the Intelligent Enterprise matters
      • Systems Administrator
      • Platform Administrator
      • Analytics Architect
      • Applications Architect
      • Developers, Analysts, Business Users

       Developing a mindset is the key!
      • Thinking of performance implications with every dossier design decision
      • Intelligence Center working together with users to improve the overall system

6
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
Systems and Platform Administrators

       Enable performant (network) access to enterprise datasets

       Ensure enough Server resources to leverage In-Memory capabilities, including Caching

       Manage environments for enterprise and departmental applications

      • Enterprise environment requiring 99% uptime and meeting all    ü Use job prioritization mechanisms already in
        company performance Service Level Agreements (SLAs)              place to isolate users, including User Fencing
      • Departmental environment with own governance allowing ad-hoc     and Workload fencing on clustered
        reporting & self-service                                         environments

7
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
Applications Architect

         Enterprise Applications standards and
    guidelines

         Performance tuning and troubleshooting

             • Criteria for application datasets
             • Application caching strategy

         Work with business users, analysts,
    developers, data scientists

8
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
Understanding the dossier execution
                        Datasets Execution
                                             • Reports and View Reports
                                             • In Memory Cubes or Cached Reports
                                             • Live Connection
                         Dossier Schema
                                             • Joins and Global Lookup Tables
     Populate Filters                        • Calculate Derived Attributes and Groups

                          Visualizations
                                             • Get Visualization data
                                             • Visualization level calculations (e.g. DM’s)

                                                          • Rendering

9
Building Performant Dossiers: Tips and Best Practices - #analytics19 - MicroStrategy
Running Datasets

       Datasets that require time to query data
         • Reports run SQL against the Warehouse (unless already cached).
         • View Reports run CSI against a Cube (unless cached – new!)

        Datasets that do not consume time at this stage
         • In Memory Cubes (already loaded / published)
         • Reports that were pre-cached
         • Live Connection datasets

10
Dossier Schema

       The layer that organizes the data available to the dossier globally
         • Deals with Attribute linking (data blending across datasets)
         • Attribute relationships
         • Creation of Lookup Tables
         • Derived Attributes
         • Groups

11
Attribute Element List Filters

        Avoiding heavy attributes on Filter styles that get populated with a list of elements

12
Running visualizations

        What goes into executing each visualization?

          Getting the data
          • In-Memory datasets: Data is subset from the
            Cube (CSI Engine)
          • Live datasets: Data is queried directly from the
            external source (SQL Engine)

          Performing In-Memory calculations
          • Calculating Derived Metrics
          • With Live datasets, Derived Metrics are
            pushed to the external data source. Some
            Derived Attributes calculations too.

          JSON Generation + Transfer through Network

13
In-Memory vs Live Connection

        What goes into executing each visualization?

14
Rendering visualizations

        Rendering time depends on number of data points and your machine resources

       • Grids have incremental fetching, so only the first 100 rows render

       • However, other visualizations may attempt to render every data point

15
Strategies to achieve good performance

   Dataset Caching & Dossier Caching (Cache Subscription)

   Narrowing down the data for the dossier

   Blending your Data the right way

   Using In-Memory calculations wisely and remove unused objects

   Limiting the amount of individual data points rendered in each visualization
Dataset Caching

   Dataset Caching for Reports and View Reports (new!)
Dossier Caching

   Caching all the dossier data and definition
Caching in Library

   Configurable from Workstation (highly personalized!)
Caching Subscriptions

   Schedule a recurrent cache update subscription to speed up first response time
Narrowing down the data

   Dataset-level filters vs dossier-level filters

   Using Prompts

   If using Reports, having a dataset-level Report Filter limits the data volume from the start

   Filtering data at the individual visualization level
Narrowing down the data

    Dataset-level filters

 • Report Filters
 • Filters in View Report

    Dossier-level filters

 • Filter Panel
 • Advanced Filter
 • Filters at the Metric level (or Conditional Metrics)
Narrowing down the data with Prompts

   Prompting Reports to limit the data they must fetch from the source
Using Data Blending the right way

   Splitting your data in several datasets vs single consolidated dataset

   Data Blending and Global Lookup tables. How does this matter?

   Multiple joins across datasets and their performance implications

   Controlling join behavior across datasets
Multiple Datasets vs a Single Consolidated Dataset

   Consider implications of blending data from multiple datasets
OLAP vs Multi-Table Data Import Cubes

    Two types of Cubes:

• OLAP: Governed project schema, typically created by BI department. Data
  is denormalized.

• MTDI Cubes: Sometimes created by business users. Mini-schema in-
  memory. Should be certified by Admin so they are governed (that way this
  data can be federated to others). Data can be normalized.
Using Data Blending the right way

   One OLAP Cube (denormalized data) vs many smaller datasets
Using Data Blending the right way

   Blending through a Multi-Table Data Import Cube (aka Super Cube)
Data blending between multiple datasets

   Data Combination settings

   • Dossier-level lookup tables for linked attributes:
     this allows populating full sets of distinct elements
     present in all datasets.

   Load Chapters on Demand

   • Run visualizations only of the currently viewed
     Chapter. Switching Chapters may be slower.
OLAP vs MTDI

  OLAP Cubes vs Multi-Table Data Import Cubes
Multi-Table Data Import Cubes

   What can impact performance? (Hint: joins)

   • One-to-many relationships. Correctly set relationships to avoiding more expensive joins.

   • Number of tables joined in query. Retrieving metric data from many tables in the MTDI cube.

   • Security filters. CSI/SQL engine may “auto-join” table with user-requested data with necessary
     tables that contain secured attributes.

   • Complex filters that will result in multiple passes and joins; especially if based on multiple
     attributes not present in the same table.

   • Many-to-Many relationships usually unnecessary, so avoid defining them in the MTDI cube.
Cube Partitioning

   Leverage parallel aggregation on multiple CPU’s by enabling partitioning
Data Blending on multiple datasets

   Join Settings controlled via each dataset context menu
In-Memory calculations vs pre-calculated Columns

      Derived Attributes and Groups are useful for ad-hoc reporting and self-service, but how do
they scale?

     Performance considerations of Derived Attributes vs Data Blending (when they get calculated
against a Global Lookup)

      How to make a dossier more scalable and better performing by moving these calculations to
an In-Memory dataset, so they don’t have to calculate at the dossier execution time.

     Using data wrangling instead of Derived Attributes, and why this may perform better.

     Considerations with Derived Metrics (mention of “Use Lookup for Attributes” setting)
In-Memory calculations vs pre-calculated Columns

   Using Data Wrangling instead of Derived Attributes
Visualization rendering time

     Incremental fetch on Grid, but not in other visualizations

        Performance considerations of Bar Charts, Scatter plot, Heatmap and other visualizations. Use
filters to limit the volume of data points that the visualization will render.

    Performance considerations with
Maps. Using clustering.

     Using Image (png or jpg) thresholds
In a nutshell

     Watch for joins! Especially between unrelated attributes. Prefer inner joins.

     Prefer In Memory cubes or cached Reports as datasets. Consider cache subscriptions.

     One big dataset generally better than multiple smaller ones.

      Use Derived Attributes, Groups and Derived Metrics only if necessary. Prefer having these
calculations built on the dataset (pushed to DB, or done when publishing the Cube).

     Try to avoid complex functions. Watch for “Smart Metrics”.

     The more tables have to be accessed, the longer it takes to run.

     Clean up your dossier. Remove unused objects and datasets.
Tips for Troubleshooting

     Simple “binary search” on on Chapters, Pages, Visualizations, Derived Calculations, Filters
and Datasets

      Using Chrome’s Developer Tools to break down the response time (time on Server side vs
time on client/browser used for rendering)

     Turning on Performance Statistics on MicroStrategy Web

     Intelligent Server logs that can be used to further break down the response time.
    • Datasets execution time
    • Time spent on calculations of Derived Attributes, Groups
    • Time spent on each individual visualization, including Derived Metrics calculations and other.
    • MCE Trace for Data Blending

      Capacity Planning Tool (Administrators)
Platform Analytics and other Tips for Troubleshooting

   Platform Analytics

  Captures telemetry
  from the
  MicroStrategy
  Platform in real-time
  and makes it available
  to administrators,
  developers and
  analysts to help them
  optimize performance
MicroStrategy Consulting

        Application Performance Tuning Advisory
        Best practice guidance to ensure your application performs seamlessly.

                                                                                 MicroStrategy.com/Services

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