build and deploy hyperintelligence cards

BUILD AND DEPLOY HYPERINTELLIGENCE CARDS USING WORKSTATION DEPLOY ZERO-CLICK INTELLIGENCE™ WITH MICROSTRATEGY

Copyright ©2019. All Rights Reserved. 2

TABLE OF CONTENTS

INTRODUCTION 4

Deliver Intelligence to 100% of the organization with HyperIntelligence 4

ACTIVITY: EXPLORE HYPERINTELLIGENCE IN CHROME 6

Install the HyperIntelligence Chrome Extension 6

Analyze data on the web 6

GETTING STARTED 9

Workshop Software Setup 9

Install Workstation 9

Download the HyperMobile App 10

EXERCISE 1: CONNECT WORKSTATION TO AN ENVIRONMENT 11

Access your environment through Workstation 11

EXERCISE 2: IMPORT DATA AND BUILD A CUBE 13

Import and clean your dataset 14

EXERCISE 3: CREATE A CARD TO DISPLAY EASILY CONSUMABLE DATA 18

Create a card using Workstation 18

Format the card’s visual design 22

EXERCISE 5: CERTIFY AND DISTRIBUTE YOUR CARD 25

Certify your card 25

Provide access to your card 26

EXERCISE 6: ANALYZE DATA AS YOU BROWSE THE WEB 28

Analyze data on the web 28


Blacklist websites from the Chrome extension 31

EXERCISE 7: ANALYZE DATA ON YOUR MOBILE DEVICE WITH MICROSTRATEGY HYPERMOBILE 32

Connect MicroStrategy HyperMobile to your environment 32

Use your card in the HyperMobile app 33

CONGRATULATIONS 36


INTRODUCTION

MicroStrategy 2019 introduces HyperIntelligence™, the biggest breakthrough in the world of analytics since Mobile. HyperIntelligence makes Zero-Click Intelligence™ a reality for every user throughout the organization—from salespeople and business analysts to executives and frontline employees. Developers can use Workstation to quickly build and deploy cards that are designed for use with the MicroStrategy HyperIntelligence extension in Google Chrome and the MicroStrategy HyperMobile app.

This hands-on workshop is an introduction to MicroStrategy’s HyperIntelligence capabilities focused on the creation, distribution, and consumption of cards. In this workshop, you will:

• Install the HyperIntelligence extension in Google Chrome

• Explore a set of out-of-the-box demo cards on topics like Fortune 500 companies and universities

• Create a cube to use as a dataset for your very own card

• Build a card in Workstation using the card editor

• Distribute cards to specific people or groups using access controls defined in Workstation

• Surf the web to see how the card you built works in a real-world scenario

• Leverage the card you built in MicroStrategy HyperMobile to get intelligence on the go

Deliver Intelligence to 100% of the organization with HyperIntelligence

The people in your organization read the news, browse the web, send and receive emails, and interact with other apps every day. As they perform these actions, your organization's employees may encounter customers, products, or personnel with whom they would like to build relationships. These daily web and mobile interactions naturally elicit questions which require further analysis.

Most people don’t have the time or knowledge required to seek data. Instead of placing the onus on your organization's employees to halt their normal activities to perform tangential analysis, an Intelligent Enterprise empowers employees by seamlessly delivering data on the web pages and apps that they already use.

For example, a salesperson may receive an email from a customer that she has not met, asking for a product that she has not encountered. Directly in the email web app, the salesperson can scroll over the customer name and see a picture, a phone number, current title, and past purchases. She can scroll over the customer's company name to identify the quarterly sales figures generated, current contract date, and VIP status.

To help with her sales pitch, the salesperson can scroll over the product and see the product price, margin, current discount, and inventory figures. Before her meeting with the customer, MicroStrategy HyperMobile sends her proactive alerts with cards containing information on attendees and the organization. HyperIntelligence provides her with critical business information in bite-sized chunks to support the


thousands of decisions she makes every day. The power of HyperIntelligence lies in its ability to seamlessly distribute data as a user hovers her cursor over underlined keywords, as in the following image.

Because each individual card can contain information from a variety of sources, MicroStrategy makes it easy for card creators to bring together formerly disparate enterprise data and arm people with the information they need to confidently make decisions in the moment.


ACTIVITY: EXPLORE HYPERINTELLIGENCE IN CHROME

In this exercise, you are an analyst for a higher education consulting firm that assists universities with student recruitment and retention. You will use the Universities card to view key information as you research various schools using the web.

The MicroStrategy HyperIntelligence Chrome extension is initially connected to a demo environment that contains several pre-configured cards, such as the Universities card. This environment gives new users the opportunity to experiment with HyperIntelligence without a full-fledged MicroStrategy environment.

Install the HyperIntelligence Chrome Extension

1. Open Google Chrome.

2. Visit the Google Chrome Web Store using the following URL: https://chrome.google.com/webstore/category/extensions

3. In the Search the Store box, enter MicroStrategy HyperIntelligence.

4. Click Add to Chrome next to the HyperIntelligence extension.

5. In the pop-up window, click Add Extension.

Analyze data on the web

1. Open Google Chrome.

2. To the right of the address bar, click the MicroStrategy HyperIntelligence icon.

3. Ensure the Environment URL field reads https://demo.microstrategy.com/MicroStrategyLibrary/api, and click Continue.


4. Under Your Hyper Cards, click the toggle switch to enable the Universities card.

5. In Chrome, perform a web search for University. Notice that in the search results some university names are underlined in blue.

6. In the search results, hover your cursor over one of the underlined universities. This will bring up a HyperIntelligence card that displays admissions and demographic information about the school.


7. Perform a web search for your favorite university and examine its data using HyperIntelligence.

8. You want to research companies for your university clients to explore potential donors. Turn on the Companies demo card, search the web for Fortune 500 Companies. Which companies do you think have the financial resources to donate to schools and fund programs?

9. Another analyst at your company created a dossier with Fortune 500 company information. In your Chrome browser, navigate to:

https://env-XXXX.customer.cloud.microstrategy.com/MicroStrategyLibrary/app where XXXX represents your environment number provided by your instructor.

10. Click the Company Dossier to open the dossier in MicroStrategy Library.

11. Navigate through the dossier and use the HyperIntelligence card to view additional KPIs while analyzing the dossier.

Now that you are familiar with how cards and the HyperIntelligence Chrome extension work, you will connect Workstation to an environment and begin the process of building out a card.


GETTING STARTED

You are a data analyst for a microlending organization that focuses on international development. Your organization has found that your proposal teams and development managers are not fully utilizing the information and existing dashboards that they have available. As a result, many have minimal knowledge regarding the many countries your organization works with. To resolve this issue and drive further adoption of intelligence, your organization has decided to implement MicroStrategy HyperIntelligence to provide zero-click access to critical information.

Your goal in this workshop is to build, format, and distribute a card that elegantly displays key information for different countries. This card will be used in both Chrome and the MicroStrategy HyperMobile app. Below is the completed card:

Workshop Software Setup

HyperIntelligence delivers data to users through cards in Google Chrome and on iOS devices through the MicroStrategy HyperMobile app. Users design, format, and administer cards in MicroStrategy Workstation. Those who are granted access can view cards in Google Chrome and on their iOS devices. In this workshop, you will perform hands-on exercises in Workstation, the HyperIntelligence extension and mobile app.

Install Workstation

1. In your browser, visit the download link provided by your instructor.

2. Extract the files from the downloaded .zip folder.


3. If you are using a PC and have MicroStrategy Desktop installed on your laptop please, uninstall it.

4. Open the extracted folder and double-click Workstation Setup.

5. Follow the steps in the installer to complete the Workstation installation.

Download the HyperMobile App

1. From the Apple App Store (iOS), search for and download the MicroStrategy HyperIntelligence app on your mobile device.

2. Once the app downloads on your mobile device, tap the HyperMobile icon to open the app.


EXERCISE 1: CONNECT WORKSTATION TO AN ENVIRONMENT

Today, employees rarely work on the same project from day to day. For example, a banking business analyst may need to analyze data, share compelling information and solutions, or implement new procedures or trainings for multiple branch locations on any given day.

MicroStrategy Workstation makes these tasks easier by providing you the tools to accomplish multiple goals all in one platform. Workstation is a unified tool that combines the power of MicroStrategy Library, user management, and content authoring into a single user experience. You can access dossiers, reports, Library, documents, datasets, and user management in Workstation. It enables you to generate insights offline or when connected to the server.

In this exercise, you will connect Workstation to a MicroStrategy on AWS environment that contains applications, dossiers, datasets, and users. In a later exercise, you will use this environment to import data for analysis, build and deploy cards, and manage user permissions.

Access your environment through Workstation

1. Open MicroStrategy Workstation.

2. In the navigation panel on the left, click Environments.


3. Under Available Environments, click Add New Environment Connection.

4. In the Add New Environment Connection window, enter the following:

• Environment Name: A unique name for your environment. For this exercise, you can use: HyperIntelligence

• Environment URL: Type the following URL of the Library Web Server associated with your environment: https://env-XXXXXX.customer.cloud.microstrategy.com/MicroStrategyLibrary

Replace XXXXXX with the environment number provided by your instructor.

• Authentication Mode: Standard

5. Click Continue.

6. In the Connect to Environment window, enter the login credentials for the user provided by your instructor. Then, select Remember Me, and click Connect.

7. The applications, also known as MicroStrategy projects, available in this connection are displayed. Select MicroStrategy Tutorial.


8. Click OK. Under Available Environments, your environment should now display a status of Connected.

If your environment is not displayed, click Environments in the navigation panel on the left.

Now that you are connected to your environment through Workstation, let’s start building cards.

EXERCISE 2: IMPORT DATA AND BUILD A CUBE

Now that you have built out the use case for your card, it’s time to identify the dataset that you want to leverage. For the purposes of this workshop, you will use the Countries Excel file that can be found in the Supporting Files Folder. In this exercise, you will import that file as a cube, wrangle the data to prepare it for analysis, and build out a multi-form attribute that will serve as the basis of your analysis.

Each card that you build in MicroStrategy has a keyword attribute – the element that triggers a card to appear. However, based on the specific use case, you may want the card to display additional information such as other attribute forms. For the Countries card that you will build during this workshop, you want the card to display whenever a user hovers over the country name or abbreviation. You also want the card header to contain an image of the county’s flag – as seen in the image on the left. To accomplish this, you will need to create a multi-form attribute.


Import and clean your dataset

1. From Workstation, in the left panel, click + next to Datasets. Then select HyperIntelligence\MicroStrategy Tutorial.

Mac Users will be brought directly to the Data Sources window and can proceed to step 2.

2. Within the Data Sources window, select File From Disk.

3. In Local Drive window, select Choose files.

4. Navigate to where you have saved the Supporting Files Folder and select Countries.xlsx. Then click Prepare Data


5. In the Preview window, press CTRL and select the Column 10 and Continent attributes from the Sheet1 table. Right-click Column 10 and select Do Not Import.

6. To display a photo in your card, the data must be an HTML tag. Right-click Flag and hover over Change Data Type.

7. Select HTML tag.

8. To create a multi-form attribute, from the dataset objects view, press the Control key (Command Key on Mac OS) and multi-select the following attributes:

• Country

• County Abbreviation

• Flag

When you deploy the card, both the country name and abbreviation will activate the card.


9. Right-click one of the highlighted attributes and then click Create Multi-form Attribute.

10. Define the multi-form attribute as follows by selecting the following from the Form Category drop-down menu:

• Country: ID

• Country Abbreviation: DESC

• Flag: Synonym 1

11. Click Submit.


12. To convert the % Below Poverty Line, % of Internet Users, and Literacy Rate objects to metrics, click and drag the objects to the Metrics area of the table. The table should now resemble the following: NOTE: When a user imports data, MicroStrategy categorizes information as either an attribute or a metric. These categorizations are based on a variety of heuristics, but can sometime improperly categorize a metric as an attribute, or vice-versa. To change the categorization of a column, simply drag the field from one section of the drop zone to the other.

13. Click Finish.

14. Save the file as Countries_firstname_lastname under the following path: HyperIntelligence\MicroStrategy Tutorial\My Personal Objects\My Reports

Now that your dataset has been cleaned and imported, you are ready to build your card.


EXERCISE 3: CREATE A CARD TO DISPLAY EASILY CONSUMABLE DATA

In this exercise, you will use the Profile template to build the Countries card.

Create a card using Workstation

1. In Workstation, select Datasets from the navigation panel.

2. Right-click Countries_firstname_lastname and select New HyperCard from Countries_firstname_lastname.

The card editor window opens. If you don’t see Countries in your datasets, click the Refresh icon

3. You can choose from two card templates – Basic and Profile. The profile template is the best fit for the Countries card. The profile template allows you to add images, such as the country flag, and donut widgets that display percentages, such as literacy rate. To change the card template, click Change Template, then select Profile.


4. Drag and drop the Country attribute on the card header to define the Keyword Attribute for this card.

As mentioned above, each card is defined by a Keyword attribute. With multi-form attributes, card creators can also display secondary attributes in the card header (such as nickname, twitter handle, or email). These secondary attributes can also be used for synonym matching – broadening the list of potential matches that trigger a card in the browser. This is especially important in scenarios where an attribute element can be referred to by different aliases. For example, “Robert Jackson” may also be known throughout an organization as “Bob Jackson.”

5. You want the Country Name attribute to display as the card header. Click the Manage Attribute

Forms icon, then select ID.

The country name is now displayed as the primary attribute in the card header instead of the company website.


6. Click the Alternative Keyword Matching icon and select DESC. Now the country ID will also be used as a keyword for the card.

7. Drag and drop the following attributes and metrics to the KPI areas of the card:

• Capital

• Population

• Density

• Land Area

• Internet Users

• Econ Freedom

• Land Area

• GDP PPP


8. In the profile template, you can add metrics that are percentages to donut charts. This adds another visual element to your card to help contextualize the data and highlight key metrics. Drag and drop Literacy Rate and % Below Poverty Line into the Charts drop zones.

9. You want to add the country fun fact to the card. Footers are the best area for descriptive attributes that are longer, or URLs that might take up more space on the card. Drag the Fun Fact attribute to the footer drop zone. Your card should look like the image below.


Format the card’s visual design

1. Notice that the Econ Freedom attribute name is too large to fit in the card template. To change the font size, select the Format menu. Then, in the card template, click the list of KPIs.

2. Move the slider on the Label size to the smallest font size.

Next, you want to change the color of the header. When multiple cards match a keyword in Chrome, the card is underlined with the same color as the card header, as shown in the example below.

Although this is currently the only card in your organization, you are planning on building more. As such, you want a distinct header color for the Countries card.


3. In the card template, click the Header. Click the Paint icon, then enter 00704A in the Hex field.

4. You want to change the color of the donut charts so each one is a different color. Click the % Below Poverty Line chart.

5. Click the Paint icon, then type 707476 in the Hex field.


Your card is now properly formatted and should look like the image below:

6. Click Save.

7. Navigate to MicroStrategy Tutorial\My Personal Objects\My Reports and in the Save As box, enter a name for your card in the following format: LASTNAME_FIRSTNAME_card


EXERCISE 5: CERTIFY AND DISTRIBUTE YOUR CARD

When making business decisions based on data, data governance, which is the overall management and integrity of data across the enterprise, is a critical asset. Certifying a document, dossier, dataset, or card ensures data accuracy by implementing governance across a self-service deployment and clarifying which content is tied to trusted data sources. Certified objects, such as the card in the image below, have typically been reviewed by trusted members of your organization and are considered official sources of content, based on reliable data.

Cards must be certified before users can interact with the card in Google Chrome and on their iOS devices. The Vice President of Programs approved the Countries card for usage in his team, so you can now certify the card. In this exercise, you will certify your card and assign privileges that grant access to your card.

Certify your card

1. In the Workstation window, select HyperCards.

2. Right-click the Countries card you created, and select Certify.

3. The Certification icon is added, signifying the card contains a governed dataset and has been approved for use across the organization.


Provide access to your card

To ensure users have the appropriate HyperIntelligence privileges, security is set at each level of the card, including who can author cards, how to log into the Chrome plug-in and HyperMobile app, and what data users can view. Administrators can use Workstation to:

• Set permissions and security settings that control which cards are available to specific groups and individual users. For example, only HR managers can see an employee card that displays salary information. Administrators can also control who can edit the card. For the employee card, only the HR analyst has permissions set to edit the card.

• Apply security filters that restrict access to data in the warehouse, narrowing the data that users can see on cards. For example, an environment has a dataset that contains data for all branch offices of Dunder Mifflin. The administrator added a security filter so that regional managers only see information for their region.

Only the Programs division (called MicroStrategy Groups in this exercise) at your organization should have access to the Countries Card. In this exercise, add MicroStrategy Groups to your card. Then, edit their access so they can only view the card.

1. Right-click your card and select Properties. (Mac users click Get Info.)

2. Click Security Access. By default, your MicroStrategy account has Full Access privileges, meaning you can view, modify, delete, and execute this card.

3. Search for and select MicroStrategy Groups.

Note: Mac users will need to click the + sign to add a new user.


4. From the MicroStrategy Groups drop-down list, select View. (On a Mac, this is the default action. No further action is required.). Now, this group can only see the card in HyperMobile and Chrome and cannot edit or delete the card.

5. Click OK.


EXERCISE 6: ANALYZE DATA AS YOU BROWSE THE WEB

Now that you have created a card in Workstation, you can act as the end user and start consuming intelligence on the web. The card you created will be triggered by both the country name and abbreviation because of the alternative keyword matching you set up in Exercise 4.

Cards put expert knowledge and intelligence in hands of users where they already work. Your card can be displayed on any web page or web app, including productivity apps like Microsoft Office 365, Customer Relationship Management apps like Salesforce, and nearly any other browser-based content.

The data in the card is displayed as you hover over underlined keywords—all without the need to click. The intuitive layout, clean formatting, and aesthetic visual design enables users to quickly consume important information and make better, more informed decisions from within their existing day-to-day workflows.

Analyze data on the web

1. Navigate back to Chrome and click the HyperIntelligence icon on the toolbar.

2. You can change the plug-in to point to different environments. To change the card to display your environment’s cards, click the Gear icon, then click Settings.

3. Click the Pencil icon next to the environment URL. In the Confirm Action window, click Yes.

4. Type https://env-XXXX.customer.cloud.microstrategy.com/MicroStrategyLibrary/api, where XXXX represents your environment number provided by your instructor, for the environment URL. This connects your plug-in to your MicroStrategy environment.

5. Click Save.

6. Click the MicroStrategy icon and log in with your environment credentials provided by your instructor. Your extension displays all your available cards.


7. Under Your Hyper Cards, click the toggle next to the card that you created.

8. In Chrome, perform a web search for Argentina. The search engine displays results and highlights any attribute element matches in the cube.

9. Hover your cursor over one of the highlighted countries to pull up the related card.


10. Continue your analysis by performing a search for another country.

11. Open your email web app. For example, if your organization uses Microsoft Outlook, you may be able to log in to the Outlook Web App using the following URL: https://outlook.office.com/owa/

• In the To field, enter your own email address (the same email account that you are using to send the email)

• In the subject line, enter the following text: Laos, Cambodia, and Vietnam Research Recap

• In the body of the email, enter the following text: Thank you for the information about Laos, Cambodia, and Vietnam. Tomorrow, I’ll start working on researching Thailand to round out our work on South East Asia. This background will be helpful for our next grant request.

• Send the email.


12. When the new email arrives, open it and hover over the highlighted countries to pull up the relevant cards.

Blacklist websites from the Chrome extension

1. By default, the Chrome extension works with any web-based content. However, you can blacklist the HyperIntelligence functionality from individual websites. In the Chrome toolbar, click the HyperIntelligence icon.

2. Select the Disable extension on check box at the bottom on the window.


EXERCISE 7: ANALYZE DATA ON YOUR MOBILE DEVICE WITH MICROSTRATEGY HYPERMOBILE

In this exercise, you have an off-site meeting with to discuss potential investments in different countries at a global conference. You will leverage MicroStrategy HyperMobile to quickly pull up information about different countries where your organization focuses their microloans.

Connect MicroStrategy HyperMobile to your environment

When users download MicroStrategy HyperMobile from the Apple App Store, the app is pre-configured to the MicroStrategy demo environment. To connect the app to the enterprise environment, use the configuration link in Workstation.

1. In Workstation, navigate to Environments from the left menu.

2. Right-click on your environment and select Properties. On a Mac you will click on Get Info.

3. In the Properties window, click Copy next to the HyperMobile Configuration URL.


4. Email the link to an address that you can access on your iOS mobile device.

5. Open the email with the configuration link and tap the link.

6. Click Open to allow the mail client to open the MicroStrategy HyperMobile app.

7. The environment URL auto-populates in the app. Tap Continue to enter your credentials provided by your instructor.

8. Select Standard from the drop-down menu, then enter your username and password provided by your instructor. Tap Enter.

Use your card in the HyperMobile app

1. Tap Cards and toggle-on the card you created.

2. Navigate back to Home to search for cards.


3. Type India to pull up the country’s card.

4. Tap India to open the card.

5. Alternatively, you can use Spotlight to search for cards. To access Spotlight, swipe down from the middle of the Home screen.

6. Tap the Search field, then type India.


7. Tap Search in the app, then tap the India card search result to open the card.

8. Because you set up alternate keyword matching, you can also search for the country’s abbreviation. In Spotlight, search for TD.

9. Scroll down to Hyper and tap the Chad card to open it.


CONGRATULATIONS

You have now completed the MicroStrategy HyperIntelligence: Build and Deploy Cards Using Workstation workshop. Over the course of this workshop you have:

• Learned about some of the capabilities of MicroStrategy HyperIntelligence

• Connected MicroStrategy Workstation to an environment

• Imported and modeled data in a cube

• Created, formatted, and customized a card containing relevant information

• Granted card access to a specific user by configuring access control settings

• Repointed the HyperIntelligence extension and HyperMobile app to your environment

• Accessed and analyzed information on web pages, web applications, and MicroStrategy HyperMobile through the card that you built

To learn more about leveraging HyperIntelligence, MicroStrategy offers the 11.311 Administration for Enterprise Analytics and 11.415 Advanced Dashboarding with Dossiers courses.

For training and certifications with MicroStrategy Education, visit: https:// www.microstrategy.com/us/services/education/.

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