Mason has many options available for MicroStrategy training. In addition to the options linked in the blue bar above, you can visit our Knowledge Base. The BI Group offers regularly scheduled instructor-led training.

MicroStrategy Report Consumer Video

This is beginner-level training for all new MicroStrategy users, and we recommend taking this one prior to any of our other training. This is a 60-minute video that you can view at your own pace, or retake if you need a refresher at any time. In this training you will learn how to:

  • Log in to MicroStrategy and navigate the interface
  • Understand folder structure and different types of reports
  • Run prompted reports and interact with results
  • Save changes or create a personal view
  • Export to PDF or Excel
  • Create an email subscription

> To register go to George Mason MicroStrategy Report Consumer.

Note: You will need to log into MasonLEAPS via Duo Authentication.

MicroStrategy Dossier Introduction Video

This 20-minute training video is a beginner-level introduction to MicroStrategy dashboards which are called Dossiers. This training is for all MicroStrategy users where you will learn how to:

  • Navigate the Dossier interface and switch between viewing modes
  • Use different panels such as the Contents and the Filter panel
  • Understand different types of visualizations
  • Show underlying data or export

> To register go to George Mason MicroStrategy Dossier Introduction.

Note: You will need to log into MasonLEAPS via Duo Authentication.

MicroStrategy Analyst Training

The BIS Group offers two intermediate-level, instructor-led training courses for MicroStrategy Analyst Training. Both courses teach tools and features you can apply when using MicroStrategy reports for analysis. The skills learned can be applied to reports in all MicroStrategy projects, i.e., Academic, Administrative, or Patriot Reporting. Recommended for users in a report analyst role who wish to learn more skills for customizing standard reports and using them to answer a business question. 

 MicroStrategy Analyst for Grid Reports

This training has a focus on MicroStrategy grid reports. In this 90-minute training, you will learn how to: 

  • Use prompts including hierarchy prompt 
  • Add or remove report objects to the grid 
  • Pivot, Sort, and filter report results 
  • Change attribute forms 
  • Use subtotals and outline view 
  • Create derived metrics 
  • Export and save report results 

> To register go to George Mason MicroStrategy Analyst for Grid Reports.

Note: You will need to log into MasonLEAPS via Duo Authentication.

MicroStrategy Analyst for Dossiers

This training has a focus on MicroStrategy Dossiers. In this 90-minute training, you will learn how to: 

  • Use different panels in a dossier, i.e., Dataset panel, Edit panel, or Format panel. 
  • Add or remove dataset objects to dossier visualizations 
  • Use the Filter panel to filter report results 
  • Change attribute forms 
  • Unmerge row/column headers 
  • Use subtotals and sort report results 
  • Export and save dossier results 

> To register go to George Mason MicroStrategy Analyst for Dossiers.

Note: You will need to log into MasonLEAPS via Duo Authentication.

Report-Specific Training

The BIS Group offers the following training videos for specific MicroStrategy reports for users who have permission to the specific data listed and whose work requires running the report. If you meet these requirements, contact the BIS Group by submitting a service ticket to request access to the training in MasonLEAPS. To get additional data access in MicroStrategy, follow the procedures about Getting MicroStrategy Access.

MicroStrategy Graduation Application Met/Not Met Report Training
  • This 75-minute video is a recording of an instructor-led training session on the Graduation Application Met/Not Met List report, which provides a list of students who have applied for graduation and have met/not met the graduation requirements for the chosen term.
  • Data access to the restricted Transcript data is required.
MicroStrategy Missing Grades Report Training
  • This 65-minute video is a recording of an instructor-led training session on the Missing Grades report, which provides count and percentage of final grades and non-grades by course for the chosen term.
  • Data access to the restricted Transcript data is required.

Librarian Training

In general, BIS creates and manages reports in the Shared Reports folder, and users cannot modify or delete any of these reports which are approved and available for general use, nor save any new reports created by themselves within the Shared Reports folder. However, units have a designated special folder in each MicroStrategy project within the Shared Reports folder, where they can manage for themselves and share their own user-created reports.

ProjectFolder Name
AcademicAcademic Unit Reports
AdministrativeDepartment Reports
SPDM Department Reports

The unit-managed folder is managed by one or more Librarians designated by each unit, and Librarians are also responsible for controlling access to the folder objects, i.e., reports or sub-folders.

To find out who are the Librarians for your unit, run the Academic Librarian Groups report or the Administrative Librarian Groups report located in the Shared Reports folder of the respective project.

All Librarians should attend Report Consumer training and Report Analyst training, as well as completing the Librarian training guide on their own.

Business Process Training

Many groups around campus also offer specialized business process training related to MicroStrategy. We have provided links below to their training or general Web site. Please contact the colleagues listed below if you would like more information about any specific business process training.

Business Process TrainingOfficeContactWebsiteNotes
PI Report and ReconciliationOffice of Sponsored ProgramsKimberly Mazehttps://osp.gmu.edu/workshop-resources/For Sponsored Programs
Banner Finance and MicroStrategy ReconciliationFiscal ServicesJessica Adamshttps://fiscal.gmu.edu/training/ For Non-Sponsored programs
Admissions and StudentEnrollment ManagementDan Fisher

Rupa Mehta
https://provost.gmu.edu/administration/enrollment-management