Information Technology Services

MicroStrategy Financial Reporting Part III – Data Sources and Refresh Schedule 

Datasets Source  

From a data-source perspective, MicroStrategy reporting uses two types of datasets: 

  • Pre-loaded datasets (cubes), which are loaded into memory for improved performance 
  • Direct-query datasets, which retrieve data directly from the data warehouse 

How to Determine the Source of a Dataset 

Within a dashboard (or dossiers – which provides interactive visualizations), you can determine whether a dataset is sourced from an in-memory cube or queried directly from the data mart.   

Step 1 

Open the Dataset panel by clicking the database icon  in the left-side navigation menu.   

Step 2 

Hover over the dataset name. A pop-up message will display the dataset name and Dataset Type as either Standard Report or Cube Report.  

  • Datasets that query the data warehouse directly are labeled as Standard Report
  • Datasets that use data from an in-memory cube are labeled as Cube Report.   To view this information: 

Finance Data Refresh Schedule  

The Finance data mart in the data warehouse is refreshed twice daily according to the following schedule:   

  • Nightly Refresh – begins after midnight and typically completes by 3:30 a.m. 
  • Noon Refresh – begins after 12:00 p.m. and typically completes by 1:30 p.m.  

Pre-loaded datasets(cubes) are refreshed after each Finance data mart update.  As a result: 

  • Reports that query the data mart directly reflect the most current data as soon as the data mart refresh is complete.   
  • Reports using the pre-loaded datasets(cubes) reflect the latest data once the corresponding cube refresh has completed.   

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