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Joel Chamberlain Business Intelligence Portfolio

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The BI stack

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Joel Chamberlain Business Intelligence Portfolio

  1. 1. Business Intelligence Portfolio Joel Chamberlain joel.chamberlain@setfocus.com
  2. 2. The Business Intelligence Stack  Architecture Design – Visio  Warehousing – SSMS  Integration – SSIS  Analysis – SSAS  Applications – SSRS, Excel, PPS  Delivery – MOSS
  3. 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. 4. SSMS - Overview In addition to providing a nice GUI for DBMS administrative functions, SSMS provides facilities for developing, organizing and analyzing database queries.
  5. 5. SSMS – Job Scheduling Scheduling routine tasks allows overall system load to be controlled, so as to minimize impact on users and system resources.
  6. 6. SSMS – MDX Query Design SSMS provides a convenient platform to development and manage custom code for use in SSAS, SSRS, and PPS.
  7. 7. SSMS – SQL Query Design SQL Queries can be tested and tuned.
  8. 8. SSMS – Profiler Server performance can be monitored, captured and analyzed to aid troubleshooting and further refine query execute.
  9. 9. 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.
  10. 10. 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.
  11. 11. 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).
  12. 12. 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.
  13. 13. 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.
  14. 14. 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
  15. 15. 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.
  16. 16. SSAS – Business Calculations In addition to the built-in aggregation functions, custom measures can be computed using MDX.
  17. 17. 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.
  18. 18. 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.
  19. 19. – 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.
  20. 20. 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.
  21. 21. 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.
  22. 22. 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.
  23. 23. 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.

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