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Business Intelligence
        Portfolio


        Joel Chamberlain
joel.chamberlain@setfocus.com
The Business Intelligence Stack

    Architecture Design – Visio
    Warehousing – SSMS
    Integration – SSIS
    Analysis – SSAS
    Applications – SSRS, Excel, PPS
    Delivery – MOSS
Visio – A Simple Warehouse Design
The following slide demonstrates a source database for
an OLAP cube. The specification calls for a book
publisher to be able to report on book sales by:

1. Customer and customer category
2. Title, title category and price
3. State and region
   Author – must have a many to many relationship with
4.
   books
5. Calendar date
SSMS - Overview
In addition to providing a nice GUI for DBMS
administrative functions, SSMS provides facilities for
developing, organizing and analyzing database queries.
SSMS – Job Scheduling
Scheduling routine tasks allows overall system load to
be controlled, so as to minimize impact on users and
system resources.
SSMS – MDX Query Design
SSMS provides a convenient platform to development
and manage custom code for use in SSAS, SSRS, and
PPS.
SSMS – SQL Query Design

SQL Queries can be tested and tuned.
SSMS – Profiler

Server performance can be
monitored, captured and analyzed to aid
troubleshooting and further refine query
execute.
SSIS – Overview
SSIS provides the tools to collect records from various
unrelated data sources. The records can be validated
and modified to SQL Server data types. These modified
records are then loaded to a Data Warehouse.
SSIS – Extract, Transform, and Load

The following slides demonstrate ETL for a relational
database. The specification calls for consolidating
information from various Excel Workbooks and Flat
Files into a Data Warehouse schema described by this
diagram of the target database.
SSIS – Data Flow
SSIS uses packages to organize ETL operations. The
following three slides show the data operations of a
package designed to:

•   Search for employee timesheet files
•   Convert the data fields to SqlServer data types
•   Check the records for valid data
•   Upsert them to the appropriate table.

(This package has *not* been optimized for speed).
SSIS – Control Flow
The control flow component of this package is depicted
in the next slide. It manages the error logs and emails
the results of the preceding data flow operations. The
‘Get All Timesheets’ Loop Container is where the data
flow is actually executed.
SSIS – Package Execution
Packages can be run as steps in a SQL Server Job, or as
tasks in a Sequence Container of a ‘master’ package.
The master package is simply a package that executes
other previously-deployed packages.

The following master package runs all the packages
needed to populate the database, as well as performing
some database maintenance tasks.
SSAS – Overview
SSAS is where the data becomes Business Intelligence.
Warehouse data is incorporated in to the OLAP
structures. SSAS Operations include:

•   Cube Definition
•   Business Calculations
•   Key Performance Indicators
•   Storage and Security functions
SSAS – Cube Design
Cubes are built from Star/Snowflake schemas defined in
the Data Warehouse. Views can be used to select
subsets of the available Warehouse objects for security
or ease of use.
SSAS – Business Calculations
In addition to the built-in aggregation functions, custom
measures can be computed using MDX.
SSAS – Key Performance Indicators

KPI’s allow for a quick snapshot of the current state of
business processes. Some client applications can
translate these as graphics for quick comprehension on
status dashboards.
SSAS – Administration
In addition to Role-based access control to the OLAP
structures, storage options can be tuned to maximize
performance against various operational requirements.
– Applications –
       Excel, PerformancePoint, SSRS
Excel is BI for the masses, only requiring that Excel 2007
or better is installed on the local machine and an SSAS
database is available. PerformancePoint and SSRS each
provide slightly different features tailored to their
respective environments. As of March
2009, PerformancePoint is scheduled to become part of
Sharepoint Services later this year.
Excel Pivot Table and Chart
An interactive pivot table and chart. Users may explore
Enterprise data without waiting for their IS staff to
respond to requests for information.
PerformancePoint
An interactive PerformancePoint Dashboard.
PerformancePoint is a server-based environment. This is
an (arguably) more attractive, user friendly, if somewhat
less capable environment for working with Business
Intelligence.
SSRS
The SSRS environment is part of SQL Server 2005 or
better. It provides the most comprehensive data and
report formatting, though the user interface may be
somewhat less friendly.
Microsoft Office Sharepoint Server

MOSS provides a centralized location for managing the
finished reports. User can interact with, print, save, and
schedule reports for regular delivery in a number of
different formats.
Joel Chamberlain Business Intelligence Portfolio
Joel Chamberlain Business Intelligence Portfolio
Joel Chamberlain Business Intelligence Portfolio

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Joel Chamberlain Business Intelligence Portfolio

  • 1. Business Intelligence Portfolio Joel Chamberlain joel.chamberlain@setfocus.com
  • 2. The Business Intelligence Stack  Architecture Design – Visio  Warehousing – SSMS  Integration – SSIS  Analysis – SSAS  Applications – SSRS, Excel, PPS  Delivery – MOSS
  • 3. Visio – A Simple Warehouse Design The following slide demonstrates a source database for an OLAP cube. The specification calls for a book publisher to be able to report on book sales by: 1. Customer and customer category 2. Title, title category and price 3. State and region Author – must have a many to many relationship with 4. books 5. Calendar date
  • 4.
  • 5. SSMS - Overview In addition to providing a nice GUI for DBMS administrative functions, SSMS provides facilities for developing, organizing and analyzing database queries.
  • 6. SSMS – Job Scheduling Scheduling routine tasks allows overall system load to be controlled, so as to minimize impact on users and system resources.
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  • 8. SSMS – MDX Query Design SSMS provides a convenient platform to development and manage custom code for use in SSAS, SSRS, and PPS.
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  • 10. SSMS – SQL Query Design SQL Queries can be tested and tuned.
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  • 12. SSMS – Profiler Server performance can be monitored, captured and analyzed to aid troubleshooting and further refine query execute.
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  • 14. SSIS – Overview SSIS provides the tools to collect records from various unrelated data sources. The records can be validated and modified to SQL Server data types. These modified records are then loaded to a Data Warehouse.
  • 15. SSIS – Extract, Transform, and Load The following slides demonstrate ETL for a relational database. The specification calls for consolidating information from various Excel Workbooks and Flat Files into a Data Warehouse schema described by this diagram of the target database.
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  • 17. SSIS – Data Flow SSIS uses packages to organize ETL operations. The following three slides show the data operations of a package designed to: • Search for employee timesheet files • Convert the data fields to SqlServer data types • Check the records for valid data • Upsert them to the appropriate table. (This package has *not* been optimized for speed).
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  • 21. SSIS – Control Flow The control flow component of this package is depicted in the next slide. It manages the error logs and emails the results of the preceding data flow operations. The ‘Get All Timesheets’ Loop Container is where the data flow is actually executed.
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  • 23. SSIS – Package Execution Packages can be run as steps in a SQL Server Job, or as tasks in a Sequence Container of a ‘master’ package. The master package is simply a package that executes other previously-deployed packages. The following master package runs all the packages needed to populate the database, as well as performing some database maintenance tasks.
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  • 25. SSAS – Overview SSAS is where the data becomes Business Intelligence. Warehouse data is incorporated in to the OLAP structures. SSAS Operations include: • Cube Definition • Business Calculations • Key Performance Indicators • Storage and Security functions
  • 26. SSAS – Cube Design Cubes are built from Star/Snowflake schemas defined in the Data Warehouse. Views can be used to select subsets of the available Warehouse objects for security or ease of use.
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  • 28. SSAS – Business Calculations In addition to the built-in aggregation functions, custom measures can be computed using MDX.
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  • 30. SSAS – Key Performance Indicators KPI’s allow for a quick snapshot of the current state of business processes. Some client applications can translate these as graphics for quick comprehension on status dashboards.
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  • 32. SSAS – Administration In addition to Role-based access control to the OLAP structures, storage options can be tuned to maximize performance against various operational requirements.
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  • 34. – Applications – Excel, PerformancePoint, SSRS Excel is BI for the masses, only requiring that Excel 2007 or better is installed on the local machine and an SSAS database is available. PerformancePoint and SSRS each provide slightly different features tailored to their respective environments. As of March 2009, PerformancePoint is scheduled to become part of Sharepoint Services later this year.
  • 35. Excel Pivot Table and Chart An interactive pivot table and chart. Users may explore Enterprise data without waiting for their IS staff to respond to requests for information.
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  • 37. PerformancePoint An interactive PerformancePoint Dashboard. PerformancePoint is a server-based environment. This is an (arguably) more attractive, user friendly, if somewhat less capable environment for working with Business Intelligence.
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  • 40. SSRS The SSRS environment is part of SQL Server 2005 or better. It provides the most comprehensive data and report formatting, though the user interface may be somewhat less friendly.
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  • 42. Microsoft Office Sharepoint Server MOSS provides a centralized location for managing the finished reports. User can interact with, print, save, and schedule reports for regular delivery in a number of different formats.