PPT: Introduction to Analytics Reporting

tonghard 29 views 115 slides Aug 20, 2024
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About This Presentation

Introduction to Analytics Reporting
MicroStrategy Education
Ver 10.1


Slide Content

Introduction to Analytics Reporting MicroStrategy Education

Foundation for Creating Reports Chapter 1

Foundation for Creating Reports: Reports What is a report? The focus of business intelligence analysis Gather business insight through data analysis Contain any of these objects: Metrics Attributes Filters These objects determine: The data that is gathered from your data source How that data is calculated How the results are displayed

Foundation for Creating Reports: Metrics Representation of business measures and key performance indicators Calculation performed on values in your data source Displays the results of the calculation in a report   Calculating business data

Foundation for Creating Reports: Attributes   Business context on a report   Descriptive business concepts A context for the data calculations or metrics that are the measures of business performance Describe, group, sort and filter that data that make up the measures of business performance

Foundation for Creating Reports: Attributes Attribute elements   Unique values of an attribute Data displayed on a report in a report’s rows or columns  

Foundation for Creating Reports: Attributes Attribute forms   Additional descriptive information about a business attribute Used for display, sorting, and filtering Each attribute: Has a unique identifier, the ID form Usually has a primary description, the DESC form Can have many description forms

Foundation for Creating Reports: Hierarchies The highest level attribute in a hierarchy is usually the attribute that reflects the most-inclusive business concept. In the Geography hierarchy, this is Country. The lowest level attribute is usually the most granular business concept. In the Geography hierarchy, this is Employee.   Grouping related attributes

Foundation for Creating Reports: Drilling View the report data at a level other than what is originally displayed in the report Retrieve more information after a report has been executed Executes another report based on the original report to get more detailed or supplemental information In the Geography hierarchy, you can drill: From Region up to Country, to see broader trends Down to Employee, to see the most detailed level of data You can also drill across to another hierarchy. From Region, you can drill across to Category, in the Products hierarchy.  Viewing report data at a different level

Foundation for Creating Reports: Exercise Exercise: Report Basics Gain familiarity with MicroStrategy Web’s development environment, screen navigation, basic use of Web’s report development functions, along with executing and then modifying a basic pre-designed report using attributes and metrics. In this exercise, you will: Open a pre-designed report Modify the report adding additional attributes and metrics View the report in Grid, Graph, and Grid/Graph modes Drill into the report to view a different level of data

Foundation for Creating Reports: Exercise Exercise: Report Data Manipulation Manipulate a report to display data in different ways for analysis. In this exercise, you will: Open a pre-designed report Pivot the report data Page the report Drill into the report to view a different level of data Change the background fill of the Revenue metric Save the report with a different name

Creating Reports Chapter 2

Creating Reports Options for creating reports Create a report in MicroStrategy Web using:   Pre-designed reports Templates Blank report    

Creating Reports Report Editor Reports are created using the Report Editor    

Creating Reports Pre-designed reports Build a report by: Using one of the pre-designed reports that come out of the box with MicroStrategy Saving a pre-designed report to your My Reports folder and creating a new report based on it

Creating Reports Templates   Specify what information from the data source to retrieve Determine the structure of the report’s results The location of objects, such as metrics in the columns and attributes in the rows Allow you to quickly create a new report because the template already contains common objects and basic filters. You just: Select the objects to display, and in what order Customize the report, by adding subtotals, filtering the data, and formatting the report

Creating Reports Templates MicroStrategy Web contains several templates Or, create your own custom templates

Creating Reports: Exercise Exercise: Create a report using a template Create a employee report, based on the Employee Analysis template. This template provides access to the objects that are relevant to analyzing employee data. In this exercise, you will: Open a template Select the attributes and metrics for the report Display repeated row headers once Add and remove attribute forms Remove the extra Metrics column

Creating Reports From scratch  A simple report generally has at least: One attribute One metric One filter

Creating Reports: Exercise Exercise: Create a simple report from scratch Create a report from scratch, to display profit data for subcategories. Filter the report to display only the regions in the East (Mid-Atlantic, Northeast, Southeast, and South). In this exercise, you will: Create a report from the Blank Report Select the attributes and metrics for the report Add a filter

Filtering Reports Chapter 3 Creating Filters and Prompts

Filtering Reports  Building filters to filter report data A filter screens data from your data source to: Determine what should be included in or excluded from a metric’s calculation Determine what should be displayed on a report Reduce large quantities of data to manageable and pertinent volumes

Filtering Reports Data table filtered by 3 different report filters: Building filters

Filtering Reports Building filters You can create : Report filter : Lets you apply filter conditions to a report that appear in the SQL used to retrieve the report result set View filter : Lets you create a filter on the fly, based only on those objects that are part of the report’s definition (that exist in the Report objects pane)

Filtering Reports Indicates what data was included in a report, as well as what data was excluded Viewing filter details: Report Details pane

Filtering Reports View filters Restricts data based only on the report results already displayed on the screen Created within a report, based only on the objects in the Report Objects pane Dynamically limits the data being displayed on a report without re-executing the report against the data source Created in the View Filter pane

Filtering Reports: Filter Exercise Exercise: Create a view filter Create a view filter to restrict an existing report to the Music and Movies categories, with profit values less than $3000. This exercise uses both an attribute filter (on Category) and a metric filter (on Profit). In this exercise, you will: Open a report Create a view filter on Category Add a second condition, for Profit values, to the view filter

Filtering Reports Report filters You can create a report filter: Dynamically , when you create the report Can use any object in your data source, not just on your report Saved within the report and cannot be used on other reports First condition in the report filter example As a stand-alone object Can use any object in your data source, not just on your report Can be used on multiple reports and other objects, such as metrics Second condition in the report filter example

Filtering Reports Report filters Attribute qualification filters restrict data based on attributes Attribute element list qualification Filter based on attribute elements (the values of an attribute) Example: Region In List North, South, and West Attribute form qualification Filter based on attribute forms (such as ID and description) Example: Customer Description Begins With SMITH Example: Customer ID = 001 - 100 Example: Ship Date between 1/1/2016 and 6/30/2016

Filtering Reports Report filters Set qualification filters Metric qualification Filter based on a metric’s value, rank, or percent Example: Revenue > 300,000 Example: Rank of Profit = 1 Relationship qualification Filter based on relationships between two attributes Example: Stores selling Nike shoes in the Northeast (relationship between the Item and Region attributes)

Filtering Reports Report filters Shortcut filters restrict data related to an existing report or filter Shortcut-to-a-report qualification Filter based on the results from an existing report Example: Intersection of the 1/1/2015 Active Customers report and 12/31/2015 Active Customers report to display continuing customers Shortcut-to-a-filter qualification Filter based on an existing filter Example: Add a qualification to determine active customers to the Region In List North, South, and West filter described above

Filtering Reports Joining filter qualifications with logical operators Set operator: AND

Filtering Reports Joining filter qualifications with logical operators Set operator: OR

Filtering Reports Joining filter qualifications with logical operators Set operator: OR NOT

Filtering Reports Joining filter qualifications with logical operators Set operator: AND NOT

Filtering Reports: Filter Exercise Exercise: Create a report filter in a report Create a report filter in the report that we applied a view filter to. The filter uses the Subcategory attribute, which is not included on the report. Only data from the Action, Comedy, Alternative, and Country subcategories will be included in the report’s data. In this exercise, you will: Open a report Create a report filter in the report, to filter on Subcategory (attribute form qualification)

Filtering Reports: Filter Exercise Exercise: Create stand-alone filters In this exercise, you will create a: Filter for Revenue values over $5,000,000 (a metric qualification) Filter for specific items (an attribute list qualification) Filter using a shortcut to a report Report with Region and Revenue, filtered by the revenue filter Finally, replace the revenue filter in the report with the item and shortcut filters

Filtering Reports: Prompts Allowing user input A prompt: Is a question presenting to a user during report execution The user’s answer determines what data the report displays The user effectively creates his own filter Dynamically modifies the contents of a report Provides flexibility for report design One prompted report can satisfy multiple reporting requirements

Filtering Reports: Prompts Allowing user input On a report, you can place a prompt in: Report filter Report template Page-by

Filtering Reports: Prompts Prompt types

Filtering Reports: Prompts Prompt types Attribute Element List prompt Based on attribute elements Used to define a filter (on a report or in a stand-alone filter) Users select prompt answers from a limited list of specific attribute elements

Filtering Reports: Prompts Prompt types Attribute Qualification prompt Based on an attribute form Used to define a filter (on a report or in a stand-alone filter) Users select from a list of all the attribute elements from specific attributes or are guided through creating a qualification to filter on an attribute form

Filtering Reports: Prompts Prompt types Hierarchy Qualification prompt Based on attribute elements from one or more attributes in a hierarchy Used to define a filter (on a report or in a stand-alone filter) Users select attribute elements from a list of attributes

Filtering Reports: Prompts Prompt types Metric Qualification prompt Based on metrics Used to define a filter (on a report or in a stand-alone filter) Users are guided through creating a metric qualification, which determines what data should be displayed for one or more specific metrics on the report

Filtering Reports: Prompts Prompt types Based on a value for any object Used to define: A filter (on a report or in a stand-alone filter) A metric Users type a single value Value prompt

Filtering Reports: Prompts Prompt types Object prompt Based on any object Used to build a report by: Adding an object to the report Choosing a filter Adding an object to the page-by Used to define a metric or filter Users select objects to add to a report

Filtering Reports: Prompts Prompt creation Prompt type : Select which type of prompt to create. Definition : Set limits on the amount of content that can be selected in the prompt. General : Provide title, prompt instructions, required answer, min/max limits, and personal answers. Style : Define how the prompt will be displayed (style, font, size, and so on). Qualification : Choose whether to allow users to select prompt answers, create a qualification, or select which to use. Define the expression that qualifies the prompt answer.

Filtering Reports: Prompt Exercise Exercise: Create prompts to use in a filter In this exercise, you will: Create these prompts: Prompt on the Product hierarchy: Users see all the attributes and attribute elements in the Product hierarchy. Prompt on the Region attribute element list: Users see the entire list of attribute elements (regions). Answering the prompt is required. Metric Qualification prompt on Revenue: Users are guided through creating a metric qualification (filter) on the Revenue metric. Create a report with Item and Revenue, and add the prompts to its report filter. Run and save the report with a prompted filter.

Filtering Reports: Prompts Saving a prompted report Reports with prompts can be saved in various ways: Static Prompted You can reuse prompt answers when you run the same report again When you create the prompt, select whether the prompt allows for reusable answers (none, single, or multiple)

Filtering Reports: Prompt Exercise Exercise: Create object prompts to select the objects displayed on a report In this exercise, you will: Create a prompt to select metrics. Create a prompt to select attributes. Create a report using the object prompts. Save the report as a prompted report, and use the prompt answers as the default answers. Run the report, using the default answers. Save the report as a static, non-prompted report. Run the report, which no longer displays the prompts.

Filtering Reports Prompts on reports Reprompting a report: Refreshing a report does not reprompt it. To reprompt a report, click the Reprompt button in the Data toolbar.

Calculating Data on Reports Chapter 4 Creating Metrics

Calculating Data on Reports: Metrics   Building metrics   Metrics calculate the values in the data from your data source The Cost fact represents the cost per item How can you view the cost for each item on a report? Create a metric that add ups (or sums) the cost:

Calculating Data on Reports: Metrics   Building metrics   Put the Cost metric on a report with the Item attribute. The report calculated the cost for each item.

Calculating Data on Reports: Metrics Building metrics The Employee Headcount metric applies the Count function to the Employee attribute, to count the number of employees. A report contains the metric, along with Region and Call Center attributes. The report calculates the Employee Headcount for each Call Center. Metrics can be built using facts, attributes, or other metrics

Calculating Data on Reports: Metrics Calculating metric values   A metric value is calculated based on a business concept, or attribute. Cost metric = Sum (CostFact) Report = Cost metric + Category attribute Calculates cost for each category Report = Cost metric + Region attribute Calculates cost for each category

Calculating Data on Reports: Metrics Calculating metric values Report = Cost metric + Subcategory attribute + Category attribute Calculates cost for each subcategory Why? A metric calculates based on the least-inclusive business concept on the report Usually the lowest level on the report, or the report level Flexibility because you can reuse your metrics on many different reports

Calculating Data on Reports: Metric Exercise Exercise: Create simple metrics In this exercise, you will create: A Cost metric and save it in a new folder called My Metrics Exercises. Cost metric = Sum of Cost fact Format the values as currency with two decimal points. Format the values so that negative numbers display in red with no negative sign or parentheses. A Revenue metric and save it in your My Metrics Exercises folder. Revenue metric = Sum of Revenue fact Format the values as currency with two decimal points. Format the values so that negative numbers display in red with no negative sign or parentheses. A report that contains the Item attribute and your new Cost and Revenue metrics. Save and run the report.

Calculating Data on Reports: Compound Metrics Metrics made up of other metrics A compound metric uses either of the following: Arithmetic operator between multiple metrics Example: Sum(Cost_Metric) + Sum(Profit_Metric) Can also use a non-group function (OLAP or scalar function) Example: RunningAvg(Cost_Metric)

Calculating Data on Reports: Compound Metrics Smart metrics Compound metrics can use smart totals, which: Defines the evaluation order for the final calculation Calculates subtotals on individual pieces of the compound metric Example: Sum (Metric1)/Sum (Metric2) A regular total: Calculates subtotals by adding all the values for each row of the report Example: Sum (Metric1/Metric2)

Calculating Data on Reports: Metric Exercise Exercise: Create compound metrics and smart totals In this exercise, you will: Define the Profit Margin metric as: Sum(Revenue - Cost)/Revenue Edit the Profit Margin metric to allow smart totals, and save the metric as Smart Profit Margin. Add the following to the Item, Cost, Revenue Report (created in the previous exercise): Category attribute Profit Margin metric Smart Profit Margin metric Save the report as Compound Metric-Profit Margin-Subtotals.

Calculating Data on Reports: Metrics Smart totals Look at the totals for the Profit Margin metric They are high because they’re adding all the metric values The metric is calculated for each row of the report, and then rolled up to the correct level (category or grand total) Look at the totals for the Smart Profit Margin metric More reasonable because smart metrics calculate subtotals on individual elements of the compound metric Adds all the revenue values together, adds all the cost values together, subtracts the cost sum from the revenue sum, and divides that by the revenue sum Profit Margin Smart Profit Margin

Calculating Data on Reports: Metrics Selecting subtotals and totals for metrics Grand totals (usually called totals) and subtotals: Calculate metrics at different levels (such as by quarter, by year, by region, and so on) Can be applied dynamically to any report When you create a metric, you can enable subtotals and grand totals: Enabling allows them to display on a report Select the function (or functions) used to calculate a subtotal or grand total

Calculating Data on Reports: Metric Exercise Exercise: Display subtotals In this exercise, you will: Create a Cost - Subtotals metric that allows only the following subtotals: Average Maximum Standard Deviation Create a report that contains: Item attribute Revenue metric Cost - Subtotals metric Average, Maximum, and Standard Deviation subtotals

Calculating Data on Reports: Derived Metrics Building metrics directly on reports Derived metric: Created based on existing metrics on the report, while you are viewing the report Performs a calculation on the fly with the data available on a report, without re-executing the report Often performs calculations between columns of metric values, to display margins, contributions, and differences between metrics Example: Growth, which calculates the percent difference between Revenue and Last Year’s Revenue

Calculating Data on Reports: Derived Metrics Building metrics directly on reports Without parentheses, the division would occur first, producing undesired derived metric values. The parentheses play a crucial role in the order of operations. Calculations in parentheses are performed before other calculations.

Calculating Data on Reports: Metric Exercise Exercise: Create a derived metric We need to calculate the difference in revenue values between 2015 and 2016. In this exercise, you will: Create a report filtered for 2016 that uses the Revenue metric created in the previous exercise. Create, within the report, a transformation derived metric called Last Year’s (Revenue). Create, within the report, a derived metric called Growth, using the other two metrics on the report.

Delivering and Sharing Reports Chapter 5

Delivering and Sharing Reports: Exporting Export a report to these formats: CSV (Comma-Separated Values) HTML Microsoft Excel® Plain text (recommended for large reports) Formatted PDF Plain text Available export formats

Delivering and Sharing Reports: Exporting Export options

Delivering and Sharing Reports: Subscribing to Reports Subscribing to reports for automatic delivery A report can be automatically delivered to: Your History List A mobile device (using MicroStrategy Mobile) An email address A network file location A printer An FTP server Your cache Deliveries can be on: A regular schedule When a specific event occurs Create a subscription to the report Subscriptions allow you to view reports when you need them

Delivering and Sharing Reports Sharing reports with other users  Share a report with other MicroStrategy users by: Emailing it Emailing it and delivering it to the History List Delivering it to the History List, and emailing the report and the link Delivering it to the History List, and emailing the link

Delivering and Sharing Reports Sharing reports with other users Bursting Split large reports into multiple, smaller files Each file contains a portion of data based on page-by attributes

Delivering and Sharing Reports Sharing a link URL The link URL contains The object’s ID Any report changes made after the link URL was generated Any prompt answers saved in the report Share the link URL by: Emailing it to users Copying it and adding it to a document Displaying it in a web page using embedded HTML code in an iFrame

Dossiers and Visualizations Chapter 6

Dossiers and Visualizations Introduction Visualizations Visually-compelling, interactive representations of your data Make data easy to interpret and interact with Main component of dossiers Dossiers Quickly and easily explore your business data with dossiers Creation is easy—just drag and drop objects to instantly see the results of your changes Rapidly move from raw data to experimentation to discovering new insights

Dossiers and Visualizations Example Pie chart Displays the contribution of various regions to the total revenue Bubble chart Visualizes the trends of the revenue, profit, and cost values for different categories and subcategories Each bubble is a subcategory Bubbles are graphed on a scatter plot of revenue and profit values Bubbles are based on the cost value

Dossiers and Visualizations Exercise: Create a dossier In this exercise, you will: Create a blank dossier

Dossiers and Visualizations Edit Mode Use to create and interact with your dossier Use to import your data Drag and drop objects to: Create visualizations that display data Create filters for the data Group data

Dossiers and Visualizations Adding data to your dossier Your data can come from: An external data source, such as a file, Freeform script, database, or Salesforce.com report An existing MicroStrategy report, including Intelligent Cube reports and MDX reports A report that you create within the dossier An existing Intelligent Cube, including imported data Data in the current MicroStrategy project

Dossiers and Visualizations Exercise: Add data from a MicroStrategy report In this exercise, you will: Add data from a earlier report, Yearly Regional Profit and Revenue

Dossiers and Visualizations After you import data The report is called a dataset within the dossier Displayed in the Datasets panel The report’s attributes and metrics are displayed as objects Drag and drop these objects to create visualizations and to filter the visualizations based on the objects

Dossiers and Visualizations Displaying data as a visualization Explore the relationships between data elements by creating a network visualization Summarize key business indicators in clear, easy-to-understand, visually striking bar charts , bubble charts , and other graphs

Dossiers and Visualizations Displaying data as a visualization Display markers, density maps, or areas on an interactive map Display a high-performance vector map using a Geospatial Service map , which allows you to: Show geographic areas down to the detail of the postal code for most countries Zoom through layers from the entire world to the street level (this example shows both country and state layers) Tilt the map for a 3D view Color areas using an attribute’s elements

Dossiers and Visualizations Displaying data as a visualization Quickly grasp the state and impact of many variables at one time, using a heat map that displays data as rectangles that are colored and sized according to metric values Understand the distribution of numeric data with a histogram , which captures how data falls within specific intervals Interpret the frequency distribution of data in a box plot , which provides more detail than a histogram while displaying multiple sets of data in the same graph

Dossiers and Visualizations Displaying data as a visualization View the cumulative effect of positive and negative values that are introduced sequentially in a waterfall , like an income statement or profit and loss statement View the details of your data in a grid

Dossiers and Visualizations Grid visualization Displays data in rows and columns Allows you to pivot, sort, move, drill, filter, and perform additional manipulations to analyze the data Displays actual data, rather than graphic elements like bars or circles Use it to understand and prepare your data before displaying it on another type of visualization

Dossiers and Visualizations Exercise: Create a grid visualization In this exercise, you will: Create a grid visualization using the data in the imported dataset

Dossiers and Visualizations: Presentation Mode Viewing a dossier in full screen Maximizes the amount of space available for data display Optimized for sharing your dossier during a presentation Displays the dossier in full screen by limiting object creation and editing Filter data to change what is displayed

Dossiers and Visualizations Exercise: View the dossier in Presentation Mode In this exercise, you will: Switch to Presentation Mode Switch back to Edit Mode

Dossiers and Visualizations: Grid Visualization Analyzing and formatting data Pivot the report data Move an object between the columns and rows Swap the rows and columns Drill to view a different level of data Drill to dataset objects not shown in the Editor panel If all objects within the dataset are displayed in the dossier, no drilling options are displayed Sort data based on a single object or multiple objects Display subtotals Copy rows of data and paste them into another program for further analysis Change the display of the grid, including the font, background color, and borders for each part of the grid, such as the column headers, row headers, and so on Highlight metric values by creating a threshold, which applies formatting when the data meets a condition that you define

Dossiers and Visualizations Bubble chart visualization Highlights the trends for the values of three metrics Each bubble represents an attribute element (such as North and South) The bubbles are graphed on a scatter plot The bubbles can be sized and colored by metric values and attributes

Dossiers and Visualizations Exercise: Create a bubble chart visualization While the bubble chart displays much of the same information as the grid visualization, you can more easily see the differences in revenue and profit between the different call centers. In this exercise, you will: Create a bubble chart visualization using the data in the imported dataset

Dossiers and Visualizations: Bubble Chart Visualization Analyzing and formatting data See the data for a specific bubble Drill from a bubble to view a different level of data Change the shape of the marker in the bubble chart Circle, square, tick, ring, and pie Change the color of an attribute value

Dossiers and Visualizations Filtering data on a dossier Specifies conditions that data must meet to be included in the results Limit and customize large quantities of data Help focus on what you really need to see and analyze

Dossiers and Visualizations Exercise: Create a filter using the Filter panel You want to focus on the data for the southern regions only. You want both visualizations to display data for the south, so create a filter on the Filter panel. Filters on the Filter panel apply to both the visualizations. In this exercise, you will: Create a filter on region Filter the visualizations by selecting only South, Southeast, and Southwest

Dossiers and Visualizations Filtering metric values on a dossier

Dossiers and Visualizations Using different filters on different visualizations You want to filter the grid by revenue values, but filter the bubble chart by region. The filters in the Filter panel filter both the visualizations. To achieve this goal, you can do either of the following: To see the visualizations on the same screen, create a separate visualization filter for each visualization. To see the visualizations on different screens, create a second chapter for the second visualization, and create each filter on the Filter panel for the chapter.

Dossiers and Visualizations Filtering visualizations Two filters (“Filter the grid on Revenue” and “Filter the bubble chart on Region”) filter each visualization differently

Dossiers and Visualizations Creating separate chapters and Filter panel filters Chapter A layer of data that helps provide a logical flow to your dossier Contains its own Filter panel, which filters the objects on that chapter only The Filter panel on each chapter is independent of the Filter panels on any other chapters in the dossier Contains at least 1 page Use chapters and pages to create different layers All pages in a chapter are filtered the same way (same Filter panel)

Dossiers and Visualizations Creating separate chapters and Filter panel filters Chapter/page example Each chapter has 2 pages Chapters separate time-based vs. location-based visualizations Analysis by Time chapter filtered by revenue values

Dossiers and Visualizations Creating separate chapters and Filter panel filters Chapter/page example Analysis by Location chapter filtered by regions

Dossiers and Visualizations Creating separate chapters and Filter panel filters Chapter/page example Analysis by Location chapter filtered by regions

Dossiers and Visualizations Exercise: Rename the chapter and page Rename the default Chapter 1 and Page 1 to be more descriptive and helpful. In this exercise, you will: Rename Chapter 1 to Profit & Revenue Analysis Rename Page 1 to Region & Call Center

Dossiers and Visualizations Sharing a dossier everywhere: Library on web and mobile devices MicroStrategy Library Simple visual bookshelf Collaboration solution with a unified landing page Allows everyone to interact with dossiers, to share information and insights Easily collaborate with other users, by commenting on dossiers and tagging other users in those comments Share dossiers with other users, in their own personal libraries Receive notifications when: A dossier changes You receive a shared dossier You are tagged in a dossier’s comments

Dossiers and Visualizations Sharing a dossier everywhere: Library on web and mobile devices Web-based Library

Dossiers and Visualizations Sharing a dossier everywhere: Library on web and mobile devices Mobile-based Library

Dossiers and Visualizations Exercise: Add a dossier to your Library Adding dossier to your Library allows you to view the dossier anywhere. A cover page thumbnail helps you quickly identify the dossier in your Library. In this exercise, you will: Add a cover page Get a link to Library Add your dossier to Library

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