Business Intelligence Portfolio

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Examples of project work done with TSql, SSIS, SSAS, SSRS, MDX, Sharepoint, Excel Services, MOSS

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Business Intelligence Portfolio

  1. 1. BusinessIntelligencePortfolio<br />Patrick Lee Loy<br />Patrick.LeeLoy@SetFocus.com<br />(267) 254-9527<br />
  2. 2.
  3. 3. Project Overview<br />Introduction<br />This portfolio contains a small sample of projects completed with over 500+ hours of work in an intense hands-on training using the following Microsoft technologies.<br />Core Technologies Covered<br /><ul><li>Microsoft SQL Server 2005 T-SQL
  4. 4. Microsoft SQL Server 2005 MDX
  5. 5. Microsoft SQL Server 2005 Integration Services (SSIS)
  6. 6. Microsoft SQL Server 2005 Analysis Services (SSAS)
  7. 7. Microsoft SQL Server 2005 Reporting Services (SSRS)
  8. 8. Microsoft Office SharePoint Server 2007 (MOSS)
  9. 9. Microsoft Office Performance Point Server (PPS)</li></ul>The purpose of this portfolio is to demonstrate the depth of the project work which approximates to more than 2 years of work experience in Business Intelligence.<br />
  10. 10. Project Overview<br />Summary<br />Design and build a complete Business Intelligence solution from three different data sources. The data will be validated and integrated into a SQL Server 2005 database to track employee and customer information, timesheet and labor rates, job order info, job materials info and customer invoices. <br />Goals<br /><ul><li>Define a Star Schema with 4 fact tables using Visio
  11. 11. Create a staging database using Visio
  12. 12. Create an ETL solution to load SQL Server from the three data sources using SSIS
  13. 13. Create an OLAP cube using Analysis Services (SSAS)
  14. 14. Create required hierarchies and partitions and define calculated members and KPIs on the cube
  15. 15. Write custom MDX queries based on requirements
  16. 16. Use Excel Services to display cube data and KPIs status and trends
  17. 17. Create parameterized reports and charts using SSRS and MS Excel
  18. 18. Create Score cards, dashboards with filters using MS Office Performance Point Server
  19. 19. Publish dashboards, reports and charts to SharePoint</li></li></ul><li>T-SQL Samples <br />T-SQL provides a means of extracting data from the relational database. Many of the queries were designed to verify the load process and to ensure the accuracy of the data within the various tables.<br />
  20. 20. T-SQL Samples <br />
  21. 21. T-SQL Samples <br />
  22. 22. SSIS – Integration Services<br />Microsoft SQL Server Integration Services (SSIS) is a platform for data integration and workflow applications that can be used to perform a broad range of data migration tasks. It features a data warehousing tool used for data extraction, transformation and loading (ETL). The tool may also be sued to automate maintenance of SQL Server databases and updates to multidimensional cubes. SSIS replaces Data Transformation Services (DTS) with version 2005.<br />Project requirements:<br /><ul><li> Create packages to transfer data from different data sources (normalized and non-normalized)
  23. 23. Perform data load to MS SQL Server 2005
  24. 24. Validate data to detect errors
  25. 25. Generate emails on success/failure including the count of rows inserted, updated and invalid
  26. 26. Create package to backup, shrink, rebuild index of the database
  27. 27. Deploy the package to SQL Server 2005
  28. 28. Use SQL Agent Job in SQL Server Management Studio (SSMS) to schedule the package to run nightly to import and update any new data and to backup, shrink and rebuild the indexes of the database.</li></li></ul><li>SSIS – Integration Services<br />The control flow is the workflow engine that contains workflow tasks, containers and precedence constraints which manage when tasks and containers are executed.<br />This control flow shows the steps to insert or update the time sheets in the SQL Server database. Errors are written to a flat file which is deleted at the start of each run. An email containing a summery of rows added, updated and rejected is sent at the end of the run. <br />A Script task is used to total all the new, updated and rejected records from all the files.<br />The arrows represent the path taken. The container shows that all files in the Time Folder are processed before the last task to email the summary of the load is executed.<br />
  29. 29. SSIS – Integration Services<br />The data flow shows the process of retrieving the data from a data source, validating the data, transforming the data and saving the data to different data destinations. <br />This data flow shows the steps to retrieve, validate and transform the data. The data is then filtered to either inserted into the table, update the rows in the table. The invalid records are written to a flat file.<br />
  30. 30. SSIS – Integration Services<br />This control flow was created for a Master package which was deployed to SQL Server. A SQL Agent job was created in SSMS to schedule to run this Master package.<br />
  31. 31. SSAS – Analysis Services<br />Microsoft SQL Server Analysis Services (SSAS) is the multidimensional online analytical processing (OLAP) component. It integrates relational and OLAP data for BI analytical solutions for data mining. It is used to design, create, and manage multi-dimensional structures that contain data aggregated from other data sources. The multidimensional OLAP provides both pre-calculated aggregation of business measures for improved query performance and complex calculation capabilities.<br />Project requirements:<br /><ul><li>Create an SSAS database (cube and dimensions) with 4 fact tables and define yearly partitions
  32. 32. Write MDX queries
  33. 33. Create 5 KPIs in Excel</li></li></ul><li>SSAS – Analysis Services<br />This project required that the database be restored from a backup. A data source view (DSV) was created. In the DSV, new relationships were created to facilitate creating a cube with hierarchies.<br />
  34. 34. SSAS – Analysis Services<br />The wizard was used to create the cube and dimensions. The cube contained 4 fact tables with 5 dimensions. A check was made to ensure that hierarchies existed. A test was also done to ensure that all levels display the name instead of the key.<br />
  35. 35. SSAS – Analysis Services<br />The dimensions were checked against the cube structure.<br />
  36. 36. SSAS – Analysis Services<br />Calculated members were created to assist with KPIs expressions. Calculated members can also be used in Excel Services, SQL Server Reporting Services <br />
  37. 37. SSAS – Analysis Services<br />Key Performance Indicators (KPIs) are designed to give the end user a quick graphical view of how their numbers compare to goals and trends. This KPI was created to display a traffic light based on comparisons from the previous year. <br />
  38. 38. SSAS – Analysis Services<br />Partitions make it possible to create extremely large cubes. The partition can have various modes depending on usage requirements. A partition can also be processed independent of the rest of the cube. Partitions were created to split work done before and after 2006.<br />
  39. 39. MDX Example<br />MDX queries were created against the cube.<br />
  40. 40. Excel Services and KPIs<br />Excel Services was used to connect to Analysis Services cube. A pivot table was used to create a report with the calculated members and KPIs.<br />
  41. 41. SSRS – Reporting Services<br />SQL Server Reporting Services (SSRS) is a full featured report writer and rendering engine that can be used to create, execute and deliver reports, tables and charts that summarize and illustrate the data stored in Microsoft SQL Server and OLE DB data sources. The reports created can be deployed to a web server.<br />Project requirements:<br /><ul><li> Create 2 SSRS Reports. One report will have an automatic shared schedule in SharePoint</li></li></ul><li>SSRS – Reporting Services<br />This report was built combining 3 tables. The user picks an instructor. The courses and course dates are then filtered to show only the courses taught by the instructor who was picked. <br />
  42. 42. SSRS – Reporting Services<br />This is the layout of the report. This report was built combining 3 tables. The user picks an instructor. The courses and course dates are then filtered to show only the courses taught by the instructor who was picked. <br />
  43. 43. SSRS – Reporting Services<br />Custom MDX query for the chart on the previous slide to create parameter list (course names) after the instructor is picked.<br />
  44. 44. MOSS and PPS<br />Microsoft Office SharePoint Server (MOSS) allows users to create various solutions such as Collaborative solutions, Portal solutions, Content Management solutions, Search solutions, Forms solutions and Business intelligence solutions. <br />Performance Point Server (PPS) allows users to monitor, analyze and plan. Users can monitor organizational performance and take action. There is powerful visual and analytical reports that make it easy to understand complex information faster. User can continuously contribute to and interact with the planning, budgeting and forecasting process.<br />Project requirements:<br /><ul><li> Create a SharePoint location with 4 document libraries on the server
  45. 45. Create a PPS dashboard with reports contain KPIs and charts with data from the cube
  46. 46. Create a PPS dashboard with 3 spreadsheets from Excel Services
  47. 47. Deploy the dashboards to the SharePoint location</li></li></ul><li>MOSS and PPS<br />This report was created in Performance Point Server. The KPIs were created in SSRS. The report was uploaded to a SharePoint site.<br />
  48. 48. MOSS and PPS<br />Previous report that was created in SSRS was uploaded to the SharePoint site.<br />
  49. 49. General Info<br />This portfolio represents a fraction of work done with SQL Server, SSIS, SSAS, SSRS, Excel Services, SharePoint Server and Performance Point Server.<br />Code and report samples are available upon request.<br />Patrick Lee Loy<br />Patrick.LeeLoy@SetFocus.com<br />(267).254.9527<br />

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