Microsoft BI Stack Portfolio


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Microsoft BI Stack Portfolio

  1. 1. Microsoft© Business Intelligence Stack Portfolio<br />Angela Trapp<br /><br />(404) 668-3674<br />
  2. 2. Table of Contents<br />Overview……………………………………….…3<br />SSIS (Integrated Services)…………………4<br />SSAS (Analysis Services)……………………9<br />Multi-Dimensional Expressions (MDX)…...13<br />Excel KPI Scorecards……………………….19<br />Performance Point Server…………….…26<br />SharePoint……………………………………..31<br />2<br />
  3. 3. Overview<br />Introduction: <br />This portfolio displays samples of my work using the Microsoft Business Intelligence (BI) Stack.<br />Core Technologies:<br />Microsoft SQL Server 2005<br />Microsoft SQL Server 2005 MDX<br />Microsoft SQL Server 2005 Integrated Services (SSIS)<br />Microsoft SQL Server 2005 Analysis Services (SSAS)<br />Microsoft SQL Server 2005 Reporting Services (SSRS)<br />Microsoft Performance Point Server 2007 (PPS)<br />Microsoft Office SharePoint Services 2007 (MOSS) <br />Audience:<br />Business Executives<br />IT Staff<br />IT Management<br />Goals:<br />Define star and snowflake schema (fact and dimension tables) using Microsoft Visio <br />Create a staging database using Visio to generate the DDL<br />Create ETL solution to update SQL Server 2005 database from Excel and flat file sources using SSIS<br />Create a cube using SSAS<br />Write MDX queries based on specifications<br />Define calculated members and business Key Performance Indicators (KPIs) in SSAS <br />Use Excel Services 2007 to display cube data and KPI status and trend indicators<br />Produce detail and summary reports using SSRS<br />Create scorecards using Performance Point Dashboard Designer<br />Render dashboards to MOSS<br />3<br />
  4. 4. SSIS (Integrated Services)<br />I have used SSIS to:<br />Create packages to move data from de-normalized and normalized raw data sources (Excel, CSV)<br />Perform a full data load into MS SQL Server 2005<br />Run scheduled packages nightly to import/update data<br />Perform data validation (e.g., orphaned child records)<br />Generate summary e-mails to include number of rows inserted and updated<br />Redirect errors to log files to attach as notification e-mail attachments<br />Re-index, shrink, and perform nightly backups of the database<br />4<br />
  5. 5. SSIS (Integrated Services)<br />5<br />Notification<br />The screen capture below shows how I created e-mail notification alerts whenever a package completes successfully or unsuccessfully.<br />
  6. 6. SSIS (Integrated Services)<br />Verbose E-mails<br />I used the Send E-mail task to set up e-mail notification alerts that send meaningful information to the recipient regarding the package execution.<br />6<br />
  7. 7. SSIS (Integrated Services)<br />Master Package<br />I used encapsulation to create a master package of 8 packages by placing them in a Sequence Container.<br />7<br />
  8. 8. SSIS (Integrated Services)<br />8<br />Foreach Loop Container<br />Here, I used the Foreach Loop container to successfully loop through CSV-formatted flat files to load their timesheet data into the database while keeping track of the number of rows inserted/updated.<br />
  9. 9. SSAS (Analysis Services)<br />Design Data Source View using Business Intelligence Design Studio (BIDS)<br /><ul><li>Using BIDS, I restored a database using a backup file.
  10. 10. I created four fact tables and a calendar table from scripts provided by the DBA.
  11. 11. This screenshot shows the tables used, including all primary and foreign key relationships that I created.</li></ul>9<br />
  12. 12. SSAS (Analysis Services)<br />Design Cube Using BIDS<br /><ul><li>generated a cube using BIDS’s Cube Wizard, which automatically creates dimension attributes and hierarchies.
  13. 13. I was then able to verify the fact and dimension tables, the measure groups, and the dimensions used in each fact table. I was then able to rename the levels and create a hierarchy.</li></ul>10<br />
  14. 14. SSAS (Analysis Services)<br />Viewing Hierarchy Data<br /><ul><li>I can view any newly created dimension hierarchies and their data directly in BIDS.</li></ul>11<br />
  15. 15. SSAS (Analysis Services)<br />Partitioning<br />Once the cube has been created, partitions can be generated with the desired aggregations. Here, we can partition data based on a logical filter such as year.<br />12<br />
  16. 16. Multi-Dimensional Expressions (MDX)<br />Calculated Members<br />Using calculated members, I can retrieved as many formatted measures as I like from the cube.<br />13<br />
  17. 17. Multi-Dimensional Expressions (MDX)<br />Calculated Members - Sum<br />Here, I’m able to get the total cost, total profit, and percentage of profit with respect to both of each individual job.<br />14<br />
  18. 18. Multi-Dimensional Expressions (MDX)<br />TopPercent<br />This MDX function is often used when reporting data is desired in aggregated form based on some specific percentage.<br />15<br />
  19. 19. Multi-Dimensional Expressions (MDX)<br />Dual-Dimension Row<br />In this example, I show that dimensions can be “layered” in the rows to show a flat version of a drilldown report.<br />16<br />
  20. 20. Multi-Dimensional Expressions (MDX)<br />ParallelPeriod<br />If we want to look at the same timeframe some periods ago, we can use this handy function.<br />17<br />
  21. 21. Multi-Dimensional Expressions (MDX)<br />Format_string<br />I am using format_string here again with the numeric values in all four sections of the property to format currency values in a more controlled manner.<br />18<br />
  22. 22. Excel KPI Scorecards<br />There are many ways to report on data such as the Key Performance Indicators (KPIs) shown here. This Excel pivot table was created using measures supplied by a cube as a data source.<br />19<br />
  23. 23. SSAS (Analysis Services)<br />This is probably one of the preferred ways of generating calculated members, thorough the Calculations feature of SSAS.<br />20<br />
  24. 24. SSAS (Analysis Services)<br />I can also access any part of a dimension in the Expression field when creating a calculated member in SSAS, just like in an MDX query.<br />21<br />
  25. 25. SSAS (Analysis Services)<br />Here, I have created a KPI for a calculated member.<br />22<br />
  26. 26. SSAS (Analysis Services)<br />Here, I am creating a calculated member for an increase percentage.<br />23<br />
  27. 27. SSAS (Analysis Services)<br />Here, I want to create a traffic light KPI to visually show the good, bad, and warning signs where overhead may be an issue<br />24<br />
  28. 28. Excel KPI Scorecard<br />Once the KPI is created, it can be used in an Excel pivot table, as shown here.<br />25<br />
  29. 29. Performance Point Server<br />Bar charts can be created in Excel as well, but here is an example of the first step to creating a bar chart in Performance Point<br />26<br />
  30. 30. Performance Point Server<br />Performance Point has designer in which measures and dimensions can be dragged and dropped to create a desired result. Here, I can go a step beyond the designer and create a custom MDX query for even more complex graphs.<br />27<br />
  31. 31. Performance Point Server<br />To select a data source to use for any report, I can navigate through the server’s virtual folders to the desired data source. Here I’m choosing a data source for an analytic grid report to be created in Performance Point.<br />28<br />
  32. 32. Performance Point Server<br />If you want to give the user the ability to select values against which the report can vary, parameters can be set up that are customizable here, within Performance Point. Here, a parameter is set up for the fiscal quarters, with the default being 2005 Q4.<br />29<br />
  33. 33. Performance Point Dashboard<br />30<br />A few strokes at the keyboard and clicks of the mouse can get result in a useful dashboard such as this with two scorecards and a filter that is designed to drive the scorecard on the left while the one on the right remains static.<br />
  34. 34. PPS Analytic Chart - SharePoint<br />31<br />A n analytical chart created in Performance Point and published to SharePoint<br />
  35. 35. Analytic Chart w/Multi-Select<br />32<br />An analytical chart that allows the user to select one or more categories was created in Performance Point and published to SharePoint.<br />
  36. 36. SharePoint PPS Dashboard<br />33<br />A custom bar chart with line marker that was generated using MDX to create a dual-Y axis and an accompanying chart below , all driven by a filter. <br />
  37. 37. SSRS Report in SharePoint<br />34<br />An SSRS Report generated using parameters in the dataset to support two week ending dates linked for a report over a range of time.<br />
  38. 38. Excel Services Chart in SharePoint<br />35<br />A pivot chart create in Excel with two filters, all published to SharePoint using Excel Services with parameters.<br />