MicroStrategy 7i 高级报表导引提供了MicroStrategy 7i 查询和报表产品中高级主题的详细
信息。该导引假设你对基本导引安装导引所提供的信息基本理解，并在此基础上进一步深入。
它使用业务场景以对每个要阐明的概念都提供实例。MicroStrategy Tutorial，MicroStrategy
的实例库，元数据和项目都是每个例子的重点。有关MicroStrategy Tutorial 的信息可在“有
关MicroStrategy 7i 的介绍”中找到。
阅读完本导引，你将对使用MicroStrategy 7i 创建复杂报表所需的重要概念有所了解。

0. 前言........................................................................................................................................14
0.1 文档说明.................................................................................................................14
0.2 谁应使用本导引？.................................................................................................14
0.3 先决条件.................................................................................................................14
0.4 目标.........................................................................................................................14
0.5 关于本书.................................................................................................................15
0.6 印刷标准.................................................................................................................15
0.6.1 适合于在线和打印的文档.............................................................................15
0.6.2 只适合于打印文档.........................................................................................16
0.7 资源.........................................................................................................................17
0.7.1 产品文档.........................................................................................................17
0.7.2 在线文档.........................................................................................................18
0.7.3 国际支持.........................................................................................................19
0.8 用户帮助.................................................................................................................20
0.8.1 在线帮助.........................................................................................................20
0.8.2 技术支持.........................................................................................................20
0.9 反馈.........................................................................................................................23
1. 高级报表概述.........................................................................................................................24
1.1 基本MicroStrategy 7i 术语..................................................................................24
1.1.1 源系统.............................................................................................................24
1.1.2 ETL 处理........................................................................................................24
1.1.3 数据仓库.........................................................................................................25
1.1.4 逻辑数据模型.................................................................................................25
1.1.5 物理仓库框架.................................................................................................25
1.1.6 元数据数据库.................................................................................................25
1.1.7 事实.................................................................................................................26
1.1.8 实体.................................................................................................................27
1.1.9 度量.................................................................................................................28
1.1.10 报表.........................................................................................................29
1.2 报表对象.................................................................................................................29
1.3 转到高级报表生成.................................................................................................29
2. 报表........................................................................................................................................31
2.1 在你开始之前.........................................................................................................31
2.1.1 报表生成要点回顾.........................................................................................31
2.2 基本报表.................................................................................................................33
2.3 筛选.........................................................................................................................34
2.3.1 什么是筛选？.................................................................................................34
2.3.2 什么是报表限制？.........................................................................................34
2.3.3 报表筛选和报表限制的不同之处.................................................................35
2.3.4 什么是度量限定？.........................................................................................38
2.3.5 作为筛选的报表是什么？.............................................................................40
2.4 了解如何执行报表.................................................................................................41
2.4.1 数据定义和视图定义对象.............................................................................42
2.5 智能立方体.............................................................................................................42
2.6 视图筛选.................................................................................................................43
2.6.1 什么是视图筛选？.........................................................................................43
2.7 导出型度量.............................................................................................................45
2.7.1 什么是导出型度量? .......................................................................................45
2.8 动态聚合.................................................................................................................46
2.8.1 什么是动态聚合？.........................................................................................46
2.9 视图筛选影响.........................................................................................................47
2.9.1 度量的视图筛选影响.....................................................................................47
2.9.2 有关动态聚合的视图筛选影响.....................................................................48
2.9.3 视图筛选中的度量限定.................................................................................50
2.10 报表执行循环中的视图定义.................................................................................51
2.11 动态聚合的例外情况.............................................................................................51
2.12 小计.........................................................................................................................53
2.12.1 什么是小计？.........................................................................................53
2.12.2 什么是自定义小计？.............................................................................57
2.12.3 什么是智能小计？.................................................................................58
2.13 快捷度量.................................................................................................................59
2.13.1 什么是快捷度量？.................................................................................59
2.14 高级排序.................................................................................................................60
2.14.1 高级排序范例.........................................................................................60
2.14.2 分层系排序范例.....................................................................................61
2.15 格式化.....................................................................................................................62
2.15.1 格式化层.................................................................................................62
2.15.2 地区格式化.............................................................................................63
2.15.3 网格单元格式化.....................................................................................63
2.15.4 小计.........................................................................................................64
2.15.5 阈值.........................................................................................................65
2.15.6 层系序.....................................................................................................65
2.15.7 自动图案.................................................................................................68
2.16 开发.........................................................................................................................69
2.16.1 项目进展.................................................................................................69
2.16.2 预定义报表.............................................................................................71
2.16.3 配置预定义报表.....................................................................................73
2.17 筛选快捷方式.........................................................................................................75
2.18 模板快捷方式.........................................................................................................76
2.18.1 筛选和模板快捷方式范例.....................................................................76
2.19 修改模板造成的影响.............................................................................................77
2.19.1 对象模板.................................................................................................78
2.19.2 求值顺序.................................................................................................80
3. 筛选........................................................................................................................................83
3.1 筛选类型.................................................................................................................83
3.2 报表筛选选项.........................................................................................................83
3.3 实体限定.................................................................................................................84
3.3.1 实体限定范例.................................................................................................84
3.3.2 实体对实体限定.............................................................................................85
3.3.3 动态日期.........................................................................................................86
3.4 结果集限定：度量限定.........................................................................................86
3.4.1 输出层.............................................................................................................86
3.4.2 划分.................................................................................................................87
3.4.3 合并实体限定.................................................................................................87
3.4.4 度量与度量的比较.........................................................................................88
3.5 结果集限定：关系筛选.........................................................................................88
3.6 报表快捷方式或作为筛选的报表.........................................................................89
3.7 到筛选的快捷方式.................................................................................................89
3.8 高级限定：自定义表达式.....................................................................................89
3.8.1 应用功能.........................................................................................................90
3.9 高级限定：联合元素列表.....................................................................................90
3.9.1 联合元素列表范例.........................................................................................90
3.10 导入的筛选.............................................................................................................91
4. 度量........................................................................................................................................93
4.1 度量类型.................................................................................................................93
4.1.1 简单度量.........................................................................................................93
4.1.2 复合度量.........................................................................................................94
4.1.3 区分简单度量和复合度量.............................................................................94
4.2 简单度量的定义.....................................................................................................95
4.2.1 公式.................................................................................................................96
4.2.2 层次.................................................................................................................97
4.2.3 条件...............................................................................................................102
4.2.4 转换...............................................................................................................104
4.3 复合度量的定义...................................................................................................104
4.3.1 智能度量.......................................................................................................105
4.3.2 求值顺序.......................................................................................................106
4.4 度量聚合和小计...................................................................................................106
4.4.1 小计...............................................................................................................107
4.4.2 动态聚合.......................................................................................................107
4.5 连接规范...............................................................................................................107
4.5.1 内连接和外连接...........................................................................................108
4.5.2 复合度量的规则连接类型...........................................................................109
4.5.3 度量间的连接...............................................................................................109
4.6 指定度量的VLDB 实体......................................................................................109
4.6.1 度量VLDB 实体..........................................................................................110
4.6.2 度量的分析引擎VLDB 实体......................................................................111
4.7 度量列别名...........................................................................................................113
4.8 创建度量...............................................................................................................113
4.8.1 导出型度量...................................................................................................113
4.8.2 快捷方式度量...............................................................................................114
4.9 一些有用的函数...................................................................................................116
4.9.1 排序...............................................................................................................116
4.9.2 计数...............................................................................................................116
4.9.3 一些OLAP 函数..........................................................................................117
4.9.4 N-Tile ...........................................................................................................117
5. 自定义组和合并...................................................................................................................118
5.1 自定义组...............................................................................................................118
5.2 使用自定义组的好处...........................................................................................119
5.2.1 分段限制.......................................................................................................119
5.3 自定义组元素.......................................................................................................120
5.3.1 自定义组元素标题.......................................................................................121
5.3.2 自定义组显示...............................................................................................121
5.4 自定义组和SQL..................................................................................................122
5.5 范例：自定义组...................................................................................................123
5.5.1 报表需求.......................................................................................................123
5.5.2 解决方法.......................................................................................................123
5.6 合并.......................................................................................................................123
5.6.1 创建一个虚拟实体.......................................................................................123
5.6.2 进行行级计算...............................................................................................124
5.7 合并项元素...........................................................................................................124
5.7.1 同一实体的元素...........................................................................................125
5.7.2 位于不同级的元素.......................................................................................125
5.7.3 来自不相关实体的元素...............................................................................126
5.7.4 现有的元素...................................................................................................126
5.8 求值顺序...............................................................................................................126
5.9 合并项和SQL......................................................................................................127
5.10 范例：合并...........................................................................................................128
5.10.1 报表需求...............................................................................................128
5.10.2 解决方法...............................................................................................128
5.11 自定义组和合并比较...........................................................................................128
5.11.1 数学计算...............................................................................................129
5.11.2 最后计算的地点...................................................................................129
5.11.3 SQL 功效......................................................................................................129
5.11.4 递归定义...............................................................................................129
5.11.5 显示模式...............................................................................................130
5.11.6 小计.......................................................................................................130
6. 提示......................................................................................................................................131
6.1 什么是提示？.......................................................................................................131
6.1.1 提示搜索功能...............................................................................................132
6.1.2 提示实体.......................................................................................................132
6.2 提示属性...............................................................................................................132
6.3 提示类型...............................................................................................................132
6.3.1 筛选定义提示...............................................................................................133
6.3.2 实例：筛选定义提示...................................................................................134
6.3.3 对象提示.......................................................................................................134
6.3.4 实例：对象提示...........................................................................................135
6.3.5 值提示...........................................................................................................135
6.3.6 实例：值提示...............................................................................................136
6.3.7 层次提示.......................................................................................................136
6.3.8 实例：层次提示...........................................................................................136
6.3.9 保存带提示的报表.......................................................................................136
6.3.10 实例：基本提示...................................................................................137
7. 事实......................................................................................................................................138
7.1 什么是事实？.......................................................................................................138
7.2 事实结构...............................................................................................................138
7.2.1 事实定义.......................................................................................................139
7.2.2 事实表达式...................................................................................................139
7.2.3 列别名...........................................................................................................141
7.2.4 层扩展...........................................................................................................142
7.2.5 定义事实.......................................................................................................146
7.2.6 实例：事实定义...........................................................................................146
8. 文档......................................................................................................................................148
8.1 文档布局...............................................................................................................148
8.2 高级的概念：XML 和XSL.................................................................................148
8.2.1 XML..............................................................................................................148
8.2.2 XSL ...............................................................................................................149
8.3 创建文档...............................................................................................................149
8.3.1 文档视图.......................................................................................................150
8.3.2 报表特征.......................................................................................................150
8.3.3 图像URLs....................................................................................................150
8.4 实例：创建一个文档............................................................................151
8.4.1 报表需求.......................................................................................................151
8.4.2 解决方法.......................................................................................................152
9. 实体......................................................................................................................................153
9.1 什么是实体？.......................................................................................................153
9.1.1 实体元素.......................................................................................................154
9.1.2 实体表达式...................................................................................................155
9.1.3 实体表达式属性...........................................................................................156
9.1.4 实体表达式公式...........................................................................................157
9.2 实例：创建一个组合实体......................................................................160
9.2.1 报表需求.......................................................................................................160
9.2.2 解决方案.......................................................................................................160
10. 层系...............................................................................................................................161
10.1 层系的类型...........................................................................................................161
10.1.1 系统层系...............................................................................................161
10.1.2 用户层系...............................................................................................161
10.2 层系工具...............................................................................................................162
10.2.1 数据浏览器...........................................................................................162
10.2.2 层系查看器...........................................................................................162
10.2.3 层系编辑器...........................................................................................162
10.3 层系组织...............................................................................................................163
10.3.1 层系结构...............................................................................................163
10.4 层系显示...............................................................................................................163
10.4.1 锁定的层系...........................................................................................164
10.4.2 限制的实体...........................................................................................164
10.4.3 筛选的层系...........................................................................................165
10.5 入口点...................................................................................................................165
10.6 层系浏览...............................................................................................................165
10.6.1 使用层系往下钻取...............................................................................167
11. 钻取地图.......................................................................................................................168
11.1 什么是钻取？.......................................................................................................168
11.1.1 钻取地图和钻取路径...........................................................................168
11.1.2 缺省钻取路径.......................................................................................168
11.1.3 筛选和钻取...........................................................................................169
11.2 创建用户定制的钻取地图和路径.......................................................................169
11.2.1 目的地...................................................................................................169
11.2.2 钻取路径类型.......................................................................................169
11.2.3 钻取路径特性.......................................................................................170
11.2.4 钻取地图关联.......................................................................................172
11.2.5 删除关联...............................................................................................173
12. 数据集市.......................................................................................................................174
12.1 相关的术语...........................................................................................................174
12.2 取样商业情节.......................................................................................................174
12.2.1 数据集市报表的输出：关系表...........................................................175
12.2.2 数据集市表中的自定义组...................................................................176
13. 转换...............................................................................................................................178
13.1 什么是转换？.......................................................................................................178
13.2 转换度量...............................................................................................................178
13.3 转换度量和子实体连接.......................................................................................179
13.4 转换成分...............................................................................................................179
13.5 实例：转换............................................................................................180
13.5.1 报表需求...............................................................................................180
13.5.2 解决方法...............................................................................................180
14. 聚合表...........................................................................................................................182
14.1 为什么要使用聚合表？.......................................................................................182
14.2 聚合术语...............................................................................................................182
14.2.1 聚合vs.预聚合.....................................................................................183
14.2.2 聚合的程度...........................................................................................184
14.3 什么时候必须用到聚合表？...............................................................................185
14.3.1 在层次中询问的频率...........................................................................185
14.3.2 父子之间的关系...................................................................................185
14.4 压缩比率...............................................................................................................186
14.5 集成聚合表...........................................................................................................186
14.5.1 逻辑的表大小.......................................................................................187
15. 分区映射.......................................................................................................................188
15.1 服务器分区vs.应用分区.....................................................................................188
15.1.1 服务器层次分区...................................................................................188
15.1.2 应用层分区...........................................................................................188
15.2 元数据分区映射...................................................................................................188
15.2.1 同构和异构分区...................................................................................189
15.2.2 数据切片...............................................................................................189
15.2.3 实体限定...............................................................................................189
15.3 仓库分区映射.......................................................................................................190
15.4 元数据分区vs.仓库分区映射.............................................................................190
16. 附录A: MICROSTRATEGY TUTORIAL ................................................................192
16.1 什么是MicroStrategy Tutorial .........................................................................192
16.1.1 MicroStrategy Tutorial 报表域.................................................................192
16.2 MicroStrategy Tutorial 数据模型.....................................................................193
16.2.1 地区层系...............................................................................................194
16.2.2 产品层系...............................................................................................196
16.2.3 顾客层系...............................................................................................198
16.2.4 时间层系...............................................................................................199
16.2.5 促销手段层系.......................................................................................200
16.2.6 察看MicroStrategy Tutorial 数据模型模型.....................................201
16.3 MicroStratgy Tutorial 架构...............................................................................201
16.3.1 架构符号...............................................................................................202
16.3.2 地区架构...............................................................................................203
16.3.3 产品架构...............................................................................................204
16.3.4 顾客架构...............................................................................................205
16.3.5 时间架构...............................................................................................206
16.3.6 促销手段架构.......................................................................................206
16.3.7 销售事实表...........................................................................................207
16.3.8 库存事实表...........................................................................................208
16.3.9 混合的事实表.......................................................................................208
17. 附录B:传递(Pass-Through)表达式...........................................................................211
17.1 ApplyApply 函数...............................................................................................211
17.2 函数语法...............................................................................................................211
17.3 参数类型...............................................................................................................212
17.4 升级数据库类型...................................................................................................212
17.5 改变数据库类型...................................................................................................212
17.6 语法实例...............................................................................................................213
17.6.1 ApplySimple ...............................................................................................213
17.6.2 ApplyAgg....................................................................................................214
17.6.3 ApplyOLAP ................................................................................................214
17.6.4 ApplyComparison......................................................................................215
17.6.5 ApplyLogic..................................................................................................215
18. 附录C:高级数据建模..................................................................................................217
18.1 实体关系...............................................................................................................217
18.2 多对多关系...........................................................................................................217
18.2.1 分析能力的损失...................................................................................218
18.2.2 多样的计算...........................................................................................219
18.2.3 用多对多关系工作...............................................................................220
18.3 共同的孩子关系...................................................................................................222
18.3.1 什么是一个共同的孩子关系？...........................................................222
18.3.2 支持共同孩子关系...............................................................................223
18.4 实体角色...............................................................................................................224
18.4.1 自动实体角色识别...............................................................................226
18.4.2 清楚的表别名.......................................................................................226
19. 附录D:过滤器的逻辑和算术运算符..........................................................................229
19.1 什么是运算符？...................................................................................................229
19.1.1 逻辑运算符...........................................................................................229
19.1.2 比较运算符...........................................................................................232
19.1.3 排列和百分比运算符...........................................................................233
19.1.4 模式运算符...........................................................................................233
20. 附录E: 仓库目录SQL................................................................................................235
20.1 自定义目录SQL 说明.........................................................................................235
20.1.1 表名称空间...........................................................................................235
20.1.2 SQL 模板串和不完全目录SQL..................................................................236
20.2 目录表SQL 的结构.............................................................................................236
20.3 全部目录SQL 的结构.........................................................................................236
20.4 默认的仓库目录SQL..........................................................................................237
21. 附录F:项目创建帮助..................................................................................................243
21.1 开始之前...............................................................................................................243
21.1.1 规划你的项目.......................................................................................243
21.1.2 创建元数据数据库...............................................................................244
21.2 项目创建...............................................................................................................244
21.2.1 初始化/创建项目................................................................................244
21.2.2 从仓库目录选择表...............................................................................245
21.2.3 创建事实...............................................................................................246
21.3 创建属性...............................................................................................................247
21.3.2 项目完成...............................................................................................248
21.4 更多计划配置.......................................................................................................248
22. 附录G: ETL 信息.......................................................................................................249
22.1 报表ETL 信息.....................................................................................................249
23. 附录H:度量格式化和语法.........................................................................................250
23.1 格式化度量数据...................................................................................................250
23.1.1 数字显示代码.......................................................................................250
23.1.2 符号和它们的功能...............................................................................251
23.1.3 颜色.......................................................................................................253
23.2 命令管理器度量语法...........................................................................................254
23.2.1 运算符和功能.......................................................................................254
23.2.2 层次.......................................................................................................254
23.2.3 层次过滤器...........................................................................................255
23.2.4 层次分组...............................................................................................257
23.2.5 更多层次的功能...................................................................................260
23.2.6 通过功能...............................................................................................260
24. 附录I:关系过滤器语法...............................................................................................261
24.1 高级限定语法.......................................................................................................261
25. 附录J:桌面命令...........................................................................................................262
25.1 背景.......................................................................................................................262
25.2 你为什么使用桌面命令？...................................................................................262
25.3 设置桌面主页.......................................................................................................262
25.3.1 设置HTML 主页.................................................................................263
25.4 查看桌面命令.......................................................................................................264
25.5 命令.......................................................................................................................264
25.5.1 修改浏览方式.......................................................................................264
25.5.2 编辑器...................................................................................................266
25.5.3 执行.......................................................................................................267
25.5.4 执行文档...............................................................................................267
25.5.5 执行报表...............................................................................................268
25.5.6 打开.......................................................................................................269
25.5.7 重新设置...............................................................................................270
25.5.8 快捷方式...............................................................................................270
26. 附录K:格式化默认值..................................................................................................272
26.1 数字.......................................................................................................................272
26.2 排列.......................................................................................................................272
26.3 字体.......................................................................................................................272
26.4 边框.......................................................................................................................273
26.5 图案.......................................................................................................................273
26.6 绑定.......................................................................................................................273
27. 附录L:术语表..............................................................................................................275
28. 附录M:索引.................................................................................................................287