Business intelligence tools

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Business intelligence tools

  1. 1. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence Tools Richard Pickens - WV Office of Technology Ken Ammann - Planet Technologies November 4, 2009 © 2007 Planet Technologies. All Rights Reserved.
  2. 2. © 2007 Planet Technologies. All Rights Reserved. Richard Pickens – WVFIMS Project Manager WVFIMS Business Intelligence Project – Overview and Where We Were
  3. 3. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: Project Development  Initial scope was a pilot program to demonstrate the Microsoft Business Intelligence tools. – Initial delivery was only based on a small snapshot of expense information - two years and two departments’ worth  The project tools and people involved were so successful that we were able to expand the project to a fully-functional data warehouse, encompassing six years of historical revenue and expense information, totaling 14.5 million records of data. Microsoft Excel Microsoft SQL Server & Microsoft Analysis Services Microsoft SQL Server Reporting Services Microsoft SharePoint and Performance Point
  4. 4. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: Pilot Program Goals  Provide user-friendly tools:  Enable self-service reporting and analysis  Execute advanced queries  Access business ad-hoc reporting tools  Analyze expenditure and revenue data  Enable Performance Point Dashboards
  5. 5. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: The Team  Richard Pickens – WVFIMS Project Manager  Wilma Garbett – WVFIMS Database Administrator  Matthew Barger - SharePoint Administrator  Ken Ammann – Business Intelligence Architect
  6. 6. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: A Look Back… Where WVFIMS’ Business Intelligence is:  WVFIMS DB2 Data Warehouse Since April, 1996  Crystal Reports  Excel & other ODBC-compliant Tools Challenges WVFIMS’ Business Intelligence Faced:  Crystal Reports requires knowledge of the database  Analysis required knowledge of the database and SQL
  7. 7. © 2007 Planet Technologies. All Rights Reserved. Ken Ammann – Business Intelligence Architect Business Intelligence: Where the project went…
  8. 8. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: What it used to look like SELECT ER_DT_DOC_ID, ER_DT_ACT_ID, ER_DT_FIMS_FUND_ID, ER_DT_FY, ER_DT_MO, ER_DT_PROCESS_FY, ER_DT_ST_OBJSRC_ID, ER_DT_ST_OBJSRC_NM, ER_DT_ST_ORG_ID, ER_DT_TRAN_AMT, ER_DT_VENDOR_ID, ER_DT_PROCESS_FY || ER_DT_MO, OU_NM, VN_NM FROM AHDB2ADM.WVTDETAL_EXP_REV INNER JOIN AHDB2ADM.WVTOUORG ON ER_DT_ST_ORG_ID = OU_ORG_ID AND ER_DT_PROCESS_FY = OU_FY INNER JOIN AHDB2ADM.WVTOUREL ON ER_DT_ST_ORG_ID = OU_R_CHILD_ID AND ER_DT_PROCESS_FY = OU_R_FY LEFT OUTER JOIN AHDB2ADM.WVTVNVEN ON ER_DT_VENDOR_ID = VN_VEN_ID LEFT OUTER JOIN AHDB2ADM.WVTODDSB ON ER_DT_DOC_ID = OD_DOC_ID LEFT OUTER JOIN AHDB2ADM.WVTIGIGT ON ER_DT_DOC_ID = IG_DOC_ID WHERE ER_DT_DETAL_CD = 'DIS' AND ER_DT_DETAL_TYPE = 'EXP' AND ER_DT_MO BETWEEN '01' AND '13' AND ER_DT_PROCESS_FY ='2007'
  9. 9. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: Tools available today  Enterprise Transform and Load  Data Validation  Microsoft SQL Server & Analysis Services – Connected to Mainframe  Microsoft SQL Server Reporting Services  Microsoft Excel  Dashboards - Microsoft Performance Point  Microsoft SharePoint
  10. 10. © 2007 Planet Technologies. All Rights Reserved. Expense & Revenue: What is available  Six years of historical information is accessible  New data updated and reconciled daily  Ability to review current state expenses and revenue – Pivot Tables – Microsoft SQL Server reports – Dashboards  Ability to review trends – Current period versus last period  Ability to set targets  Ad-hoc and self-service reporting with Microsoft Excel
  11. 11. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: Reporting Functionality Revenue and Expense for 2005- 2010 data available by: – Organization Code and Departments – Object Code – Vendor – Grant Codes – Project – Activity
  12. 12. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: Empowering the Future  Desktop Analytics with Microsoft Excel – Ready and available today!  Publish Microsoft Performance Point Dashboards  Microsoft SQL Server Reporting Services
  13. 13. © 2007 Planet Technologies. All Rights Reserved. Business Intelligence: Thank You!

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