Steps to create a data mart for data mining

Before you begin

This topic assumes you know how to create a report. For steps, see Designing a report.

Prerequisites

Before beginning this procedure, all the guidelines must be complete.

To create a data mart for data mining

1. In MicroStrategy Developer, open the Report Editor. (How?)

2. Create the report, adding the required attribute forms and metrics to the template definition.

   • Place attributes on the rows of the report. Specify the attribute forms to be included in the data mart. For more information, see Steps to modify the attribute display.

   • Place metrics on the columns of the report.

   • Add any needed filters.

3. Enable outer joins so that rows will not be excluded if metric data is missing:

   • From the Data menu, select Report Data Options. The Report Data Options dialog box opens.

   • Under Categories, expand Calculations and then select Attribute Join Type. Calculations - Attribute Join Type appears on the right side of the editor.

   • Clear the Use defaults check box.

   • Select the Preserve lookup table elements joined to final pass result table based on template attributes with filter check box.

   • Click OK. You are returned to the Report Editor.

4. When you are satisfied with the report definition, click Run to execute the report and display the results.

5. You can either save this report to the database as a data mart or export the data to a file:

   • Create a data mart:

     1. From the executed report, from the Data menu, select Configure Data Mart. The Report Data Mart Setup dialog box opens.

     2. On the General tab, enter a name for the table, and click OK. You are returned to the report. To generate the data mart, re-execute the report.

     3. Click Save and Close on the toolbar. Select a location to save the new report and enter a report name.

     4. Double-click the report to run the report and populate the data mart table in the database. A message appears, stating that the data has been stored in your data mart table.

     5. Close the Report Viewer.

   • Export the data to a file:

     1. From the executed report, from the Data menu, select Export To.

     2. Select MS Excel. The report is exported Microsoft Excel.

        The Export Options menu item can be used to tune the format of the exported data.

     3. Save the Excel worksheet to disk.

6. Close the Report Viewer.