What you need to know about the new and improved MicroStrategy Dossier 

Have you ever been in a time crunch and need a quick visual to show the boss but have no time to generate it? Think again. With MicroStrategy’s Dossier, making quick, on-the-fly visuals is easier than ever.

What’s in a Dossier?

Released in the 10.9 and with MicroStrategy 2019 updates, the MicroStrategy Dossier makes forming visuals and stories a collaborative experience. Think of Dossiers as a dry erase board. You can be agile as well as interactive and find unexpected results in your data; Deliver quick stories to leadership committees, or perform deep data discovery on the fly.

And, you can try out new visuals, make quick changes, and not worry about messing up a crucial standardized report. Although Dossiers do not replace the full functionality offered by the advanced dashboards, they provide an ad-hoc data experience to your storyboarding and visual insights.

MicroStrategy is a member of the Smartbridge Partner Alliance.

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With that being said, here are some of the cool features a MicroStrategy Dossier offers:


  • Interactive and minimal user interface makes it easy for any end user, regardless of skillset, to build powerful analytical insight:

  •  Ability to add a dossier to your MicroStrategy Library and edit filters to your preferences and share with coworkers (including sharing your own filter preferences!).

  •  Comment, annotate, highlight, and collaborate with your coworkers on shared dossiers in real-time.

  •  The new visual targeting feature makes selecting targets fast and user-friendly.

  • Add visualizations to filters panel.

  • Use Natural Language Query (NLQ) to automatically build dossiers and get insights by asking questions like “What are the total sales”?

    microstrategy dossier query
  • Use the Story Experience with chapters and pages to build a case for your data:

  • The Data Wrangling feature allows you to add your own data, manipulate it, and turn it into insightful visuals.

  • Responsive design automatically fits web, tablet, or mobile screens.

  • Dossiers remember the last viewed page or state of a dossier and filters selected with personalized views.

Document versus a Dossier?


  •  Real time comments and annotations

  •  MicroStrategy Library Integration with collaboration and filtering capabilities

  •  Data Wrangling Feature

  •  Intuitive Visualizations

  •  Natural Language Query

  •  D3 Visualizations (import community visualizations from libraries)

  •  Storytelling Feature

Document (Advanced Dashboard):

  •  Pixel Perfect

  •  Extensive Data Modeling

  •  Transaction Services (can write directly to database)

  •  Information Windows

  •  Formatting Consistency

  •  MicroStrategy Library Integration with collaboration, but no filtering capabilities

Long Story Short

Use a dossier if you are not a highly technical user: you can bring your own data, it’s not highly technical, it’s user friendly, and incorporates intuitive visualizations. Plus, it’s great to use for data discovery. Use documents if you need a logical data model and pixel perfection, as well as any standardized reporting.

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