Tony Von Gusmann & MS BI


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Background on myself and my BI skillset.

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Tony Von Gusmann & MS BI

  1. 1. Tony von Gusmann 904.613.0506 [email_address] Business Intelligence Portfolio
  2. 2. Presentation Contents <ul><li>Goal </li></ul><ul><li>Background </li></ul><ul><li>Microsoft Business Intelligence Skills </li></ul><ul><ul><li>This section presents items created by Tony von Gusmann using MS BI </li></ul></ul><ul><ul><li>SQL Server Integration Services </li></ul></ul><ul><ul><li>SQL Server Analysis Services </li></ul></ul><ul><ul><li>SQL Server Reporting Services </li></ul></ul><ul><ul><li>Multi-Dimensional Expressions (MDX) </li></ul></ul><ul><ul><li>Microsoft Office Performance Point Server </li></ul></ul><ul><ul><li>Microsoft Office Sharepoint Server </li></ul></ul><ul><ul><li>Excel Services </li></ul></ul><ul><li>Additional Items </li></ul>
  3. 3. Goal <ul><li>Implement Business Intelligence </li></ul><ul><li>Desire to utilize as much of Microsoft Business Intelligence toolset as possible </li></ul><ul><li>Location not important </li></ul><ul><li>Willing to travel as much as needed </li></ul><ul><li>Goal is industry independent </li></ul>
  4. 4. Background <ul><li>Project Management </li></ul><ul><ul><li>‘ C’ level exposure. Projects include organization integration (M&A), software development, and application implementation. </li></ul></ul><ul><li>Financial Services </li></ul><ul><ul><li>Experience with Banks, Technology Service providers to Banks, and other entities processing electronic payments. </li></ul></ul><ul><li>Operations </li></ul><ul><ul><li>Used data and data-reporting tools to improve operational efficiency. </li></ul></ul>
  5. 5. Background <ul><li>Sample engagements include: </li></ul><ul><ul><li>Payment solution for State of Florida Dept. of Revenue (2005) </li></ul></ul><ul><ul><li>Funds Transfer application for Scottrade (2008) </li></ul></ul><ul><ul><li>Payment solution for CEMEX (2006) </li></ul></ul><ul><ul><li>Application software sold by InteliData to Fiserv, Inc. (2001) </li></ul></ul><ul><ul><li>Integration of Princeton eCom & Online Resources due to Online Resources purchase of Princeton eCom (2006) </li></ul></ul><ul><ul><li>Integration of West One Bank, Oregon Commercial lines with US Bank, Oregon Commercial Lines (1996) </li></ul></ul>
  6. 6. Microsoft Business Intelligence <ul><li>SQL Server </li></ul><ul><li>Integration </li></ul><ul><li>Services </li></ul>
  7. 7. SQL Server Integration Services <ul><li>Sample Control Flow Task </li></ul><ul><li>Description </li></ul><ul><li>Iteratively reads and processes text files </li></ul><ul><li>VB script used to count and store records </li></ul><ul><li>Email Notifications include record counts </li></ul>
  8. 8. SQL Server Integration Services <ul><li>Description </li></ul><ul><li>Script used to declare and store variables used in notification tasks. </li></ul>Sample Script
  9. 9. SQL Server Integration Services <ul><li>Description </li></ul><ul><li>Screenshot of email generated by SSIS. </li></ul><ul><li>Includes Record Counts </li></ul><ul><li>Attached files of exception records </li></ul>Email Notification
  10. 10. SQL Server Integration Services <ul><li>Description </li></ul><ul><li>Reads an Excel file data source </li></ul><ul><li>Counts Rows </li></ul><ul><li>Converts formats to SQL from Excel </li></ul><ul><li>Performs Lookups for validation purposes </li></ul><ul><li>Uses Conditional Split to identify New Records, Updated Records, Invalid Records </li></ul><ul><li>Adds new records to appropriate table </li></ul><ul><li>Updates changed records per business rules </li></ul>Sample Data Flow Task
  11. 11. Microsoft Business Intelligence <ul><li>SQL Server </li></ul><ul><li>Analysis </li></ul><ul><li>Services </li></ul>
  12. 12. SQL Server Analysis Services <ul><li>Description </li></ul><ul><li>Use BIDS to design the Data Source View (DSV) </li></ul><ul><li>DSV is then used within BIDS to build the OLAP cube </li></ul><ul><li>DSV design includes consideration of Fact, Dimension, and Hierarchy requirements </li></ul>Data Source View Designer
  13. 13. SQL Server Analysis Services <ul><li>Description </li></ul><ul><li>Used Cube Wizard to create the OLAP Cube </li></ul><ul><li>Results in modified Snowflake Schema shown </li></ul><ul><li>Hierarchy creation performed manually </li></ul>Cube Designer
  14. 14. SQL Server Analysis Services Hierarchy Creation and Modification <ul><li>Description </li></ul><ul><li>Used Dimension designer to create Hierarchies not created by the Wizard </li></ul>
  15. 15. SQL Server Analysis Services Calculated Measures <ul><li>Description </li></ul><ul><li>Used the Calculations tab to create a variety of calculated measures. </li></ul><ul><li>Measure shown defines the Quarterly Percentage increase in Overhead </li></ul><ul><li>Based on previously defined calculated members – Previous Quarter Overhead Amount </li></ul><ul><li>Uses an Immediate If to handle Zeroes in the denominator </li></ul>
  16. 16. SQL Server Analysis Services Key Performance Indicators - KPI <ul><li>Description </li></ul><ul><li>Used the KPI tab to create several KPIs </li></ul><ul><li>Used MDX to define value expression </li></ul><ul><li>This places the KPI in the Cube </li></ul><ul><li>Available to end-users in presentation interfaces (e.g. Excel) </li></ul><ul><li>Automatically updated when data is added to cube </li></ul>
  17. 17. SQL Server Analysis Services Partitions <ul><li>Description </li></ul><ul><li>All Fact tables were partitioned to improve performance </li></ul><ul><li>Partitions were based on Year using SQL to define the partition. </li></ul>
  18. 18. Microsoft Business Intelligence <ul><li>Multi Dimensional </li></ul><ul><li>Expressions </li></ul><ul><li>MDX </li></ul>
  19. 19. Multi-Dimensional Expressions MDX Sample <ul><li>Description </li></ul><ul><li>MDX query to identify top three employees – based on hours worked – for each job </li></ul><ul><li>Displays jobs in alphabetical order, then employees in hours worked descending order </li></ul>
  20. 20. Multi-Dimensional Expressions MDX Sample 2 <ul><li>Description </li></ul><ul><li>MDX query to identify Materials purchased for each Job. </li></ul><ul><li>Also provides the Purchase amount by Materials Category </li></ul><ul><li>Display sorts by Job with largest purchase amount (descending order), then by Material Category (in hierarchy order) </li></ul>
  21. 21. Microsoft Business Intelligence <ul><li>SQL Server </li></ul><ul><li>Reporting </li></ul><ul><li>Services </li></ul>
  22. 22. SQL Server Reporting Services SSRS Sample <ul><li>Description </li></ul><ul><li>Data view at left shows MDX source for report </li></ul><ul><li>Layout view below </li></ul><ul><li>Features on this report include custom parameters and conditional formatting </li></ul>
  23. 23. SQL Server Reporting Services SSRS Sample <ul><li>Description </li></ul><ul><li>Image at left shows final report deployed to Sharepoint. </li></ul><ul><li>Image at bottom shows MDX query used to insure that the report defaults to the most recent quarter with financial data </li></ul><ul><li>More MDX used (not shown) to make parameter list sort in descending order – not the default order </li></ul>
  24. 24. SQL Server Reporting Services SSRS Sample <ul><li>Description </li></ul><ul><li>Image at left conditional formatting; in this case, RED if greater than 0, otherwise BLACK. </li></ul><ul><li>Conditional formatting syntax shown below – simple Immediate If </li></ul>
  25. 25. Microsoft Business Intelligence <ul><li>Microsoft Office SharePoint Server </li></ul><ul><li>Microsoft Office PerformancePoint Server </li></ul><ul><li>Excel Services </li></ul>
  26. 26. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services <ul><li>OLAP data used to: </li></ul><ul><ul><li>Prepare KPI Dashboards in Performance Point </li></ul></ul><ul><ul><li>Prepare Charts and Tables in Performance Point </li></ul></ul><ul><ul><li>Prepare Charts and Tables in Excel, then published to Excel Services </li></ul></ul><ul><ul><li>All of the above was published for presentation in Sharepoint </li></ul></ul>
  27. 27. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services <ul><li>KPI Dashboard </li></ul><ul><li>Built in Performance Point </li></ul><ul><li>Presented in Sharepoint </li></ul>
  28. 28. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services <ul><li>Performance Point Dashboard </li></ul><ul><li>Bar chart from MDX query </li></ul><ul><li>Parameter driven - select All or one value </li></ul><ul><li>Line chart from MDX query </li></ul><ul><li>Parameter driven – ‘Multiselect’ – select All, Many, or Single </li></ul>
  29. 29. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services <ul><li>Performance Point Dashboard </li></ul><ul><li>Two tables from MDX queries </li></ul><ul><li>Shows Top Projects by Dollars in Dollar descending order for selected time period </li></ul><ul><li>Chart & Table on single Dashboard </li></ul><ul><li>Both MDX driven </li></ul><ul><li>Both from same parameter </li></ul>
  30. 30. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services <ul><li>PPS Dashboard populated by Excel via Excel Services </li></ul><ul><li>Pivot Table of Quarters & Overhead Categories created in Excel </li></ul><ul><li>Parameter driven - select Year </li></ul><ul><li>Combination Bar & Line chart created from Pivot Table </li></ul><ul><li>Note separate Axis for disparate quantities </li></ul><ul><li>Parameter driven – select one or many Counties </li></ul>
  31. 31. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services <ul><li>PPS Dashboard populated by Excel via Excel Services </li></ul><ul><li>Simple Bar chart with two items in data series </li></ul><ul><li>Two parameters are used – Years and Clients </li></ul><ul><li>Both parameters allow for ‘Multiselect’ – All, Many, or Single depending on user requirements </li></ul>
  32. 32. Additional Items <ul><li>Microsoft Access </li></ul><ul><ul><li>Used for data analysis </li></ul></ul><ul><ul><li>Small scale data marts </li></ul></ul><ul><ul><li>Reporting efficiencies </li></ul></ul><ul><ul><li>Decision Support applications </li></ul></ul>
  33. 33. Additional Items <ul><li>MS Access </li></ul><ul><li>Event driven </li></ul><ul><li>Imports standard text-delimited files from source systems </li></ul><ul><li>Provides for display of data to unsophisticated users </li></ul><ul><li>Generates text files subsequently imported by target production systems </li></ul><ul><li>Provides prototypes for future development efforts </li></ul>
  34. 34. Additional Items <ul><li>MS Access </li></ul><ul><li>This form accepts multiple user selected inputs </li></ul><ul><li>Based on inputs it then generates two different text file formats </li></ul><ul><li>Writes data to predefined location on user’s local drive </li></ul>
  35. 35. Additional Items <ul><li>MS Access </li></ul><ul><li>Reports </li></ul><ul><li>This form provides three parameters for user selection </li></ul><ul><li>User is presented with list of Reports available </li></ul><ul><li>Double-click to Preview the report </li></ul>
  36. 36. Additional Items <ul><li>MS Access </li></ul><ul><li>Reports </li></ul><ul><li>This Report is driven by parameters selected on previous forms. </li></ul><ul><li>Report shows Call Center information and includes two charts and a table. </li></ul><ul><li>Data shows trends for </li></ul><ul><ul><li>Weekly Calls Answered </li></ul></ul><ul><ul><li>Average Call Time </li></ul></ul><ul><ul><li>Average Wait Time </li></ul></ul>
  37. 37. Conclusion <ul><li>Seeking opportunities to implement Microsoft Business Intelligence solutions </li></ul><ul><li>Available in any location on short notice </li></ul><ul><li>Please contact with any questions </li></ul><ul><li>Tony von Gusmann </li></ul><ul><li>904.613.0506 </li></ul><ul><li>[email_address] </li></ul>