mstrworld2012 t1mobile s5 adding transaction services to mobile apps
TRANSCRIPT
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Building Transactions into your Apps
• Presented by: Craig Mueller • Date: Wednesday, January 24, 2012•
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• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.2
Introduction to MicroStrategy Transaction Services
Mobile Transactions
Transaction Implementation
Transaction Application Examples
Summary
Q & A
Agenda
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MicroStrategy Transaction Services
A new product offered in MicroStrategy 9.2.1 (June 2011)
Enables interaction with the data stored in your existing transactional systems or Operational Databases• You can act on business information anytime, anywhere by approving requests,
submitting orders, changing plans, and capturing instant feedback.
You can embed transactional capabilities in:• Mobile devices, such as iPad, iPhone, Android Tablets, Android Phones
(Android support with 9.2.1a)• Dashboards accessible through a Web browser
You interact with data through a variety of touch-based controls such as sliders, wheels, and switches, or you type information directly into the text area.
You submit your transaction to the backend data source by tapping or clicking the appropriate button.
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Transactional Solutions
DesktopIntelligence
WebIntelligence
MobileIntelligence
The Demand For Transactional Business Intelligence Has Been Continuously Increasing Since 1996
1996 2003 2008
Typical Solutions Requested
• Write to ERP systems
• Write to CRM systems
• Write to operational databases
• Write to data warehouses
• Submit new data
• Update existing information
• Upload Images
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The MicroStrategy Platform: Where Transactions Services Fits
iPadiPhoneBrowser BlackBerry
Full Spectrum of Admin Tools
CommandManager
ObjectManager
IntegrityManager
EnterpriseManager
Full Spectrum of Developer
Tools
DesktopDesigner
Architect
SDK
WebProfessional
Databases CubeDatabases
Transactional Applications
Website Content
MicroStrategy Intelligence Server
MicroStrategy Web
MicroStrategy Mobile
MobileDesktop / Laptop
OfficeWindows
Portals Android
Transaction Services
Report Services
DistributionServices
OLAPServices
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MOBILIZING EXISTINGOPERATIONAL APPS
ACTION-ENABLING BI DASHBOARDS
CREATING NEW CONSUMER APPS
–Interface Vendor Portals–Expenses Reporting–Timesheet Entry–Corporate Surveys–Benefits Enrollment–IT Helpdesk Requests
–Customer Feedback–Product Reviews–Consumer Surveys/Polls–Product Inquiries–Event Registrations–Professional Certifications
–Marketing Campaigns–What-if Analysis–Planning and Budgeting–Forecasting–Order Management–Inventory Changes
Over 100 MicroStrategy Customers Have Transaction Services and Are Developing Transactional Applications
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OLTPOLAP
BI System Transactional System
Write
ETL
Read
Action TakerDecision Maker
Read
OLTPOLAP
Single MicroStrategy Mobile App Powered by MicroStrategy Transaction Services
ETL
Empowered Business User
Read *Write
Impact of Transaction Services on Your System
Many corporations
disallow write-back to the
OLAP systems.
Traditional System Integration with MicroStrategy
The MicroStrategy platform enables you to gain insight by querying your OLAP system while empowering you to take immediate action against the OLTP system.
You can accomplish both goals by creating a single application with a unified user interface—a MicroStrategy Mobile app powered by MicroStrategy Transaction Services.
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Introduction to MicroStrategy Transaction Services
Mobile Transactions
Transaction Implementation
Transaction Application Examples
Summary
Q & A
Agenda
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Marketing Perspective—Mobile Apps Combine Three Types of Content
Transactions Multimedia Business Intelligence
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Graphs Analytics MappingDataExploration
Desktop Publishing
DataVisualizations
PDFs ePubs VideoApprovalmgmt.
EditableGrids
Dataentry
BrowserContent
PaymentsGrids Alerting
• Multimedia Content• Mobile Information Channels
• Mobile Front-end to ERP/CRM• Sell Products and Schedule Services
• Analytics, Grids, & Graphs• Data Visualizations & Exploration
9
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Use MicroStrategy To Add Transactional Capabilities to Your Dashboards and Mobile Apps
Wide Range of Input Forms
Touch-Optimized Transaction Widgets
Interactive Grid Widget
Photo Upload Widget
Transactional Grids
Number Inputs
Steppers
Camera
Switches
Sliders
GPS
Calendar
Text Inputs
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Introduction to MicroStrategy Transaction Services
Mobile Transactions
Transaction Implementation
Transaction Application Examples
Summary
Q & A
Agenda
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• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.12
Every Transaction is Comprised of Two Types of Metadata
Data Source
1. Transaction Report NEW MicroStrategy grid report Defines write-back query
“Writes” to the
Data-source
Expense AmountDate ExpenseExpense Amount
2. Transaction Document NEW MicroStrategy document Defines input controls
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Data Source
A Transaction Report Supports Two Types of Transactions
Freeform XQuery Editor for $prod in
doc(ʻcatalog.xmlʼ)/catalog/product let $name := $prod/name
where $prod/@dept = “ACC” order by $name
return $name
Web Service
Data write-back using SQL Statements
Data write-back using X-Query statements
Freeform SQL Editor
update CRC_EXPENSE_TX
set review_flag=[REVIEW FLAG], comments= [COMMENTS]
where requestor_id=[REQUESTOR]
and expense_id= [EXPENSE] and review_flag != 3
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Enable Transaction Services in a Report Services Document
Expense Expense AmountDate
Expense Expense Amount
Query Report Transaction Report
a) Select the Dataset(optional) b) Link the grid or text field
to a Transaction Report
Expense@ID
Expense Amount@IDDate@ID
Expense@ID
Expense Amount@ID
•c) Configure transaction input controls and data submission buttons
Report Services Document
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Creating Transactional Reports and Documents—High-Level Steps
Query Report
Data Source(s)
Transaction Report
Report Services Document
5
2
3
4
1
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New Action Selectors Initiate or Discard the Transaction
Action Selector button or link targets grids and panel stacks Three action types are available:
• Submit• Submits changes to and runs the transaction report• Include a confirmation message• Subsequent actions once input has been submitted
• Do nothing• Refresh Current Document• Run a new report or document
• Recalculate• Recalculate subtotals, derived metrics, sorting
• Discard changes• Discards all changes that are not yet submitted
Submit
Re-calculate
Discard
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Query Report
Transaction Report
Mapping Query Objects to Transaction Input Objects
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The toggle style enables you to display images instead of text. Each image or icon can be associated with a different input value.
The text area style within the Interactive Grid widgets displays as a touchable callout.
Defining Input Control Styles
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Introduction to MicroStrategy Transaction Services
Mobile Transactions
Transaction Implementation
Transaction Application Examples
Summary
Q & A
Agenda
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• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.20
Example:Manage Inventory and Orders To Reduce Stock Outs and Losses
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OLAP navigation
Select row to update
Predictive metric aids decisions
Enter changes
Submit changes
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Change values using touch
based controls such as wheels and switches
Analyze the business to determine
which orders to accelerate
Edit any part of any order anywhere anytime
Update values to increase
orders, increase prices, take
actions
Execute your actions to drive
the business forward
Example: Supply Chain and Order Management
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Example:Corporate Request Processing and Management
Add Comments
View Details
Approve Request
Deny Request
Submit Decisions
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Example:Event Registration
Transaction Report1
Transaction Report 2
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Example:Conference App with Schedule Builder
Adding Events to your
personal calendar
Viewing and deleting
Events from your personal
calendar
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Example:A Mobile Store Inspection App
Submit Transaction
Upload Photos
Add Comments
Rate Experience
Record your experience as it unfolds
No paper trail
No camera
No pens
No need to remember
No transcription
No submission delay
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• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.• MicroStrategy Confidential. Distribution Prohibited without Prior Authorization26
Photo Uploader Widget in Action
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Query Report
Data Source
Transaction Report
File Server
Photo Uploader Widget Workflow
27
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Introduction to MicroStrategy Transaction Services
Mobile Transactions
Transaction Implementation
Transaction Application Examples
Summary
Q & A
Agenda
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• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.29
❖ Generally Available since June 2011
❖ Enter data from Web browsers and Mobile devices
❖ Write-back transactions to:
• Data warehouses
• Operational databases
• CRM systems
• ERP systems
• Web services
MicroStrategy Transaction Services
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• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.30 • MicroStrategy Confidential. Distribution Prohibited without Prior Authorization
MicroStrategy Transaction Services QuickStrikeStart Building Your First Survey App Immediately!
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• The Information Contained In This Presentation Is Confidential And Proprietary To MicroStrategy. The Recipient Of This Document Agrees That They Will Not Disclose Its Contents To• Any Third Party Or Otherwise Use This Presentation For Any Purpose Other Than An Evaluation Of MicroStrategy's Business Or Its Offerings. Reproduction or Distribution Is Prohibited.31
Introduction to MicroStrategy Transaction Services
Mobile Transactions
Transaction Implementation
Transaction Application Examples
Summary
Q & A
Agenda