Business Intelligence Portfolio




     Mordechai Gal-Or, PhD.
      mgalor@gmail.com
            July 2010
“Not everything that can be counted counts, and not everything that counts can
                   be counted” (attributed ...
Topics Covered

   General Background
   SharePoint 2007
   PerformancePoint 2007 (PPS)
   Excel Services
   SQL Serv...
The Balanced Scorecard
     A concept developed by Kaplan & Norton (1992) for measuring a
      company’s activities in t...
The Four Balanced Scorecard
                     Perspectives


                                      How do we look to sh...
The “BI Landscape”




Source: Ralph Kimball, et al “The Data Warehouse Lifecycle Toolkit” 2nd Ed. (Wiley Publishing, Inc....
Microsoft BI Technology Stack




Source: Nick Barclay and Adrian Downes “Monitoring and Analyzing with Microsoft Office P...
SharePoint Server 2007
SharePoint
Individualized Home Page
SharePoint
PPS Report Rendering
SharePoint
SSRS Report Rendering
SharePoint
& Subscriptions
SharePoint
Shared Schedules
SharePoint
PerformancePoint Server
         2007

        (PPS)
PPS
Supported Reports
PPS
Analytics Reports
PPS
Report Construction
PPS
Preview Setup
PPS
Report Preview
Excel Services
Excel Services
Report Construction
Excel Services
Report Rendering in PPS
SQL Server Reporting
     Services

      (SSRS)
SSRS
Report Example
SSRS
Report Example with Customized Parameters
SSRS

Programmatically
derived dropdown
lists
SSRS
MDX Query
SSRS
Report Layout
SQL Server Analysis
     Services

      (SSAS)
SSAS
The Cube
SSAS
Dimensions
SSAS
Calculated Members
SSAS
KPIs
SSAS
The Browser
SQL Server Integration
      Services

        (SSIS)
SSIS
Working with Control Flow Tasks
SSIS
Working with Data Flow Tasks
SSIS
Data Flow Transformations
SSIS
Using T-SQL Code
SSIS
Column Mapping
SSIS
Master Execution Package
SSIS
Automated eMail Output
SSIS
Automated Scheduling
SSIS
Slowly Changing Dimensions
SQL Server
MDX & Transact SQL
MDX – Code Example
Top Ten Percent of cities in terms of sales amount
MDX - Code Example
Calculating the percent change between two
            consecutive quarters
Transact SQL - Code Example
     Summarized Grouped Data
Transact SQL - Code Example
 Using Common Table Expressions (CTE)
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Business Intelligence Portfolio

  1. 1. Business Intelligence Portfolio Mordechai Gal-Or, PhD. mgalor@gmail.com July 2010
  2. 2. “Not everything that can be counted counts, and not everything that counts can be counted” (attributed to Albert Einstein) “If you can’t measure it, you can’t manage it” (old saying) The following portfolio reflects my understanding of IT related business issues and the knowledge I acquired in more than 400 hours of Business Intelligence training at SetFocus.
  3. 3. Topics Covered  General Background  SharePoint 2007  PerformancePoint 2007 (PPS)  Excel Services  SQL Server Reporting Services (SSRS)  SQL Server Analysis Services (SSAS)  SQL Server Integration Services (SSIS)  SQL Server - MDX & Transact SQL
  4. 4. The Balanced Scorecard  A concept developed by Kaplan & Norton (1992) for measuring a company’s activities in terms of its vision and strategies, to give managers a comprehensive view of the performance of the business (*)  Focuses attention on the organization’s value drivers  Assesses the full impact of corporate strategies on customers and workforce, as well as financial performance  The scorecard drives implementation of strategy using four perspectives  Financial Perspective – measures reflecting financial performance  Customer Perspective – measures having a direct impact on customers and their satisfaction  Internal Business Process Perspective – measures reflecting the performance of key business processes  Learning and Growth Perspective - measures describing the company’s learning curve (*) R. Kaplan and D. Norman, “The Balanced Scorecard – Measures That Drive Performance,” Harvard Business Review (January – February 1992)
  5. 5. The Four Balanced Scorecard Perspectives How do we look to shareholders? How do customers see us? At what must we excel? Can we continue to improve and create value? Source: Adapted from R. Kaplan and D. Norman, “The Balanced Scorecard – Measures That Drive Performance,” Harvard Business Review (January – February 1992): 72.
  6. 6. The “BI Landscape” Source: Ralph Kimball, et al “The Data Warehouse Lifecycle Toolkit” 2nd Ed. (Wiley Publishing, Inc. 2008): 114.
  7. 7. Microsoft BI Technology Stack Source: Nick Barclay and Adrian Downes “Monitoring and Analyzing with Microsoft Office PerformancePoint Server 2007” (Rational Press. 2007): 30.
  8. 8. SharePoint Server 2007
  9. 9. SharePoint Individualized Home Page
  10. 10. SharePoint PPS Report Rendering
  11. 11. SharePoint SSRS Report Rendering
  12. 12. SharePoint & Subscriptions
  13. 13. SharePoint Shared Schedules
  14. 14. SharePoint
  15. 15. PerformancePoint Server 2007 (PPS)
  16. 16. PPS Supported Reports
  17. 17. PPS Analytics Reports
  18. 18. PPS Report Construction
  19. 19. PPS Preview Setup
  20. 20. PPS Report Preview
  21. 21. Excel Services
  22. 22. Excel Services Report Construction
  23. 23. Excel Services Report Rendering in PPS
  24. 24. SQL Server Reporting Services (SSRS)
  25. 25. SSRS Report Example
  26. 26. SSRS Report Example with Customized Parameters
  27. 27. SSRS Programmatically derived dropdown lists
  28. 28. SSRS MDX Query
  29. 29. SSRS Report Layout
  30. 30. SQL Server Analysis Services (SSAS)
  31. 31. SSAS The Cube
  32. 32. SSAS Dimensions
  33. 33. SSAS Calculated Members
  34. 34. SSAS KPIs
  35. 35. SSAS The Browser
  36. 36. SQL Server Integration Services (SSIS)
  37. 37. SSIS Working with Control Flow Tasks
  38. 38. SSIS Working with Data Flow Tasks
  39. 39. SSIS Data Flow Transformations
  40. 40. SSIS Using T-SQL Code
  41. 41. SSIS Column Mapping
  42. 42. SSIS Master Execution Package
  43. 43. SSIS Automated eMail Output
  44. 44. SSIS Automated Scheduling
  45. 45. SSIS Slowly Changing Dimensions
  46. 46. SQL Server MDX & Transact SQL
  47. 47. MDX – Code Example Top Ten Percent of cities in terms of sales amount
  48. 48. MDX - Code Example Calculating the percent change between two consecutive quarters
  49. 49. Transact SQL - Code Example Summarized Grouped Data
  50. 50. Transact SQL - Code Example Using Common Table Expressions (CTE)

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