Exercise – create your first Project

In this exercise, you will use the MicroStrategy Project Creation Assistant to create and configure your first Project:

1. Log into the MicroStrategy Analytics Modules (Direct) Project Source. Use as credentials Administrator/no password.
2. Go to the Menu Schema | Create New Project.
3. The Project Creation Assistant will open. Select Create project and add the MicroStrategy Essentials name and a description (optional). Then click OK, as shown in the following screenshot:

4. The Project is created and the user can continue using the wizard, or exit by clicking OK and follow the project configuration and objects creation manually.

5. For this exercise, we will do an additional step that will help to associate a database (data warehouse) to our newly created project. Click on Select tables from the Warehouse Catalog. This action will prompt the selection of a Database Instance, shown as follows:

6. Select Tutorial Data. A MicroStrategy Database Instance is a configuration object used to connect to a database. We will learn later in Chapter 7, Administration – Maintaining and Monitoring Your Project, how to create them and configure a MicroStrategy Project, pointing it to a data warehouse or data mart. For the sake of this exercise, we will use a previously created Database Instance pointing to a retailer called Tutorial. If you want to see the Microsoft Access database, it is located within the Tutorial Reporting folder (in Windows C:\Program Files (x86)\MicroStrategy\Tutorial Reporting) with the name TUTORIAL_DATA_7200.mdb.

7. When you click OK, the Warehouse Catalog is opened. We will later explain what this is. For this exercise, just close the window (red X on right corner). Then again click OK on the Project Creation Assistant. You will see a message telling you that it is possible to continue the Project creation without the assistant. Don't click OK again.

8. This finalizes the exercise. You should now see your new Project within the Project Source along with the MicroStrategy Tutorial and Human Resources Analysis Module Projects.