Mason has many options available for MicroStrategy training. In addition to those linked in the blue bar above, we also offer items in our Knowledge Base:

The BI Group offers regularly scheduled instructor-led training.

MicroStrategy Report Consumer Training

All new MicroStrategy users should take this training. In the two-hour instructor-led training, users will learn how to:

  • Log in to MicroStrategy and navigate the interface
  • Run reports and answer prompts
  • Perform simple manipulations and save changes
  • Export to Excel
  • Create a subscription
To register:
  1. Go to Workshops.gmu.edu
  2. Select Register for Workshops
  3. Search for MicroStrategy Report Consumer

MicroStrategy Academic Analyst Training

All Report Analysts should take this training. In the two-hour instructor-led training, users will learn how to:

  • Sort and filter report results
  • Work with subtotals and outline view
  • Create metrics
  • Create subscriptions
To register:
  1. Go to Workshops.gmu.edu
  2. Select Register for Workshops
  3. Search for Analyst Training

MicroStrategy Administrative Analyst Training

This training is currently being developed.

MicroStrategy Analyst Workshop (any project)

In addition to the instructor-led training, users can also participate in a hands-on workshop that provides additional assistance to users who have already taken the Report Consumer and Report Analyst training. In the one-hour session, users will have a chance to work with members of the BI Group to get help with specific challenges.

To register:
  1. Go to Workshops.gmu.edu
  2. Select Register for Workshops
  3. Search for Analyst Workshop

Librarian Training

Instructor-led training is not currently being offered, but you can find the most recent documentation here.

Business Process Training

Many groups around campus also offer specialized business process training. We have provided links below to their business process training documentation. Please contact the colleagues listed below if you would like more information or to register for a specialty training.

Business ProcessTrainer LeadRegistration
PI Report and
Reconciliation
(for Sponsored Project Funds)
Kimberly Maze
Patricia Sperry
https://osp.gmu.edu/abouttraining/
MicroStrategy for
Reconciliation
(non-Sponsored Programs)
Jessica Adamshttps://fiscal.gmu.edu/training/attend-a-classroom-course
Graduate AdmissionsSharon O’BoyleEmail trainer
StudentRupa MehtaEmail trainer
Undergraduate AdmissionsPurshara KiralyEmail trainer

MicroStrategy User Roles

There are three primary MicroStrategy user types at Mason. Additionally, a Report Analyst or a Report Designer may also serve as the Librarian for their group. To learn more about any of the training mentioned below, please refer to the Business Intelligence (BI) Group’s training information page.

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Report Consumer
A Report Consumer can do the following:

  • Run existing reports, documents, and dossiers
  • Export report results
  • Save personal views
  • Create personal subscriptions

All Report Consumers should attend Report Consumer training. Additionally, specialized training is available from groups such as Fiscal Services and the Office of Sponsored Programs. Please see Business Process Training for additional information.

Report Analyst
A Report Analyst can do the following:

  • Run existing reports, documents, and dossiers
  • Export report results
  • Save personal views
  • Create personal subscriptions
  • Modify existing reports
  • Create new reports from existing templates
  • Create new dossiers from new or existing reports

All Report Analysts should attend Report Consumer training and Report Analyst training.

Report Designer

A Report Designer needs to have a thorough understanding of how the MicroStrategy data is organized. This user is able to create reports without the benefit of a pre-created template. Therefore, extensive knowledge of the meaning, structure, and design of all MicroStrategy objects is necessary in order to combine them correctly on a new report.

All Report Designers should attend Report Consumer training and Report Analyst training. Additionally, Report Designers need additional MicroStrategy training, which can be arranged as needed. Most importantly, a Report Designer needs to complete a comprehensive training session with a member of the BI Group to ensure the necessary proficiency in MicroStrategy and the Mason Enterprise Data Warehouse.

Librarian
In general, the BI Group creates and manages reports in the Shared Reports folder, and users cannot modify or delete any of these reports. Additionally, new reports created by users cannot be saved within these Shared Reports that are approved and available for general use. However, in order for teams to have a place to share their own user-created reports, special folders exist that any team or group of users can manage for themselves. These folders are found in designated folders within Shared Reports.

ProjectShared Reports Folder
AcademicAcademic Unit Reports
AdministrativeDepartment Reports
SPDM Department Reports

The team-specific folder can be used to store shortcuts to frequently used reports, modified versions of existing reports, as well as team-specific reports. Each team must designate one or more Librarians to manage the items in the folder. The Librarian is also responsible for controlling access to the folder objects.

To find the Librarians for an existing group, run the Academic Librarian Groups report or the Administrative Librarian Groups report located in the Shared Reports folder of your project.

All Librarians should attend Report Consumer training and Report Analyst training, as well as Librarian training. Librarians do not need to be Report Designers.