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Contents - RDW 11.0 Fundamentals


Course Overview 1
    Course Objectives
    Symbols
1
2
Module 1: Introduction to MicroStrategy Web 3
    Overview
        Module objectives
3
3
    Lesson 1: Overview of MicroStrategy Web
        What is RDW and MicroStrategy Web?
        Reporting in MicroStrategy Web?
        Benefits of using MicroStrategy Web
        OLAPS vs. OLTP
        MicroStrategy web or MicroStrategy Agent
        MicroStrategy's Technical Applications in RDW
        MicroStrategy Desktop: Agent Interface
        The MicroStrategy Web Interface
        MicroStrategy Web Objects
        New to RDW 11.0
4
4
4
5
5
7
7
8
8
9
11
    Lesson 2: Logging into MicroStrategy Web
        Overview
13
13
    Lesson 3: Report Naming Conventions
        Overview
        Abbreviations
        Searching with MicroStrategy Web
        Preferences
14
14
15
15
16
Module 2 - Reporting in MicroStrategy Web 19
    Overview
        Module objectives
19
19
    Lesson 1: Running and Refreshing Reports
        Overview
        Run a report
        Report Toolbar
        Grid, Graph & Grid and Graph
        Print
        Export
        Pdf
        Saving Reports
        Save a report
        Saving Filters or Templates
        Save as option
20
20
20
21
21
21
22
22
22
23
24
24
    Lesson 2: Manipulating Report Output and Format
        Overview
        Drilling
        Drill on a grid
        Filter on selections
        Page-by
        Data pivoting
        Sorting
        Using the Sort option
        Totals
        Display totals on a report
        Outline Mode
        Banding
        Add to History List
        Using the Subscribe option
        Print
        Export
25
25
25
26
28
28
28
29
30
30
30
31
31
31
32
33
34
Module 3 - Merchandising Workbench 37
    Overview
        Module objectives
37
37
    Lesson 1: Merchandise Workbench Overview
        Overview
        Audience for the Merchandising Workbench
        Source Systems of the Merchandising Workbench
        Hierarchies of the Merchandising Workbench
38
38
38
39
39
    Lesson 2: Merchandising Workbench Reports
        Overview
        Sales Functional Area
        The Inventory Functional Area
        Merchandise Functional Area
        Pricing/cost Functional Area
        Promotions/profit Functional Area
        Supplier Functional Area
40
40
40
42
44
46
47
48
Module 4 - Customer Workbench 51
    Overview
        Module Objectives
51
51
    Lesson 1: Customer Workbench
        Overview
        Audience for the Merchandising Workbench
        Hierarchies of the Customer Workbench
        Functional areas of the Customer Workbench
        RFMP Codes
        RFM Codes
        Segments
52
52
52
52
53
53
53
54
    Lesson 2: Customer Workbench Reports
        Overview
        Multi-Channel Functional Area
        Customer Segmentation Functional Area
        Product Affinity Functional Area
        Target Marketing Functional Area
        Campaign Performance Functional Area
55
55
55
56
58
58
59
Module 5 - Store Operations Workbench 61
    Overview
        Module Objectives
61
61
    Lesson 1: Store Operations Workbench
        Overview
        Purpose of the Store Operations Workbench
        Audience for the Store Operations Workbench
        Source Systems of the Store Operations Workbench
        Hierarchies of the Store Operations Workbench
62
62
62
62
62
63
    Lesson 2: Store Operations Workbench Reports
        Overview
        Productivity Functional Area
        Performance Functional Area
        Inventory Functional Area
        Supplier Functional Area
64
64
64
65
69
70
Module 6 - Category Management Workbench 71
    Overview
        Module Objectives
71
71
    Lesson 1: Category Management Workbench
        Overview
        Purpose of the Category Management Workbench
        Use of the NACS Framework
        Market Abbreviations
        Source Systems of the Category Management Workbench
        Hierarchies of the Category Management Workbench
72
72
72
73
73
73
74
    Lesson 2: Category Management Workbench Reports
        Overview
        Scorecards Functional Area
        Assortment Efficiency Functional Area
        Promotion Functional Area
        Inventory Functional Area
        Supplier Functional Area
75
75
75
76
80
81
82
Module 7 - Creating Reports 85
    Overview
        Module Objectives
85
85
    Lesson 1: Qualify attributes
        Overview
        Selecting the field to be evaluated
        Match Selection
86
86
88
89
    Lesson 2: Report Wizard
        Overview
        Report Wizard
91
91
91
    Lesson 3: Report Builder
        Overview
93
93
    Lesson 4: Template, filter report building
        Overview
        Create report with template/filter combination
95
95
95

 

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