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Business Intelligence Portfolio
Contents
   Goal
   Background
       SQL Server Integration Services
       SQL Server Analysis Services
       SQL Server Reporting Services
       Multidimensional Expressions
       Microsoft Office SharePoint Server
       Performance Point Server
       Excel Services
   Additional Items
       Crystal Reports
                           OJ Rodriguez
Goal
   To implement the Microsoft Business
    Intelligence applications to provide a timely,
    user friendly, and consistent data reporting
    solution for the enterprise.
   Available to travel
   Available to work in the Greater Philadelphia
    and in Florida.




                       OJ Rodriguez                  3
Extract, Transform, and Load Packages




           OJ Rodriguez
           OJ Rodriguez                 4
Code used in a view to clean the source
      data to populate a reference table used to
      process the source data into the cube.




OJ Rodriguez                                 5
Example of a Data Flow Control
               Transformation to extract data
               from an Excel spreadsheet,
               convert the data to SQL Server
               compatible types, add a column by
               concatenating two columns,
               comparing the data to a reference
               table, and use a conditional split
               transformation to insert new
               records or update existing ones to
               an SQL Server database.




OJ Rodriguez
OJ Rodriguez                                    6
This is an example of
               a similar ETL with the
               addition of an output to
               a flat file of non-
               existing records.




OJ Rodriguez
OJ Rodriguez                              7
This one demonstrates
               how to group data,
               populate, and update a
               group table of Clients




OJ Rodriguez
OJ Rodriguez                            8
Control flow task required to
maintain the staging database.




OJ Rodriguez                     9
Control flow task to loop through a number of
files to extract data, and the use of a script task
to maintain state of variables between iterations.




                        OJ Rodriguez
                        OJ Rodriguez                  10
ETL package to extract data
               from a flat file into an SQL DB
               by Job, Employee, and Job
               Time Sheet to insert new
               records, update existing ones,
               and to identify missing
               employees, late and missing
               jobs




OJ Rodriguez
OJ Rodriguez                                     11
Each primary key was extracted and the data was checked to enforce referential
integrity. After a regular lookup element was used to check for exact matches to
allow most of the data to pass through, some columns were processed through a
fuzzy lookup for lookalike matches. Then the data was put back together with a
union all element. The data that failed the process was sent to flat files to be
analyzed and reprocess.
                                    OJ Rodriguez                                   12
OLAP Data Warehouse Design




      OJ Rodriguez
      OJ Rodriguez           13
Data source view derived
               from the data source pointing
               to the staging database.




OJ Rodriguez
OJ Rodriguez                                   14
Diagram of a cube consisting of four measure groups and nine
dimensions in a snowflake schema




                          OJ Rodriguez
                          OJ Rodriguez                         15
Adding hierarchies missed by
the cube design wizard.




               OJ Rodriguez
               OJ Rodriguez    16
Creation of calculated members to facilitate the
creation of reports and make the OLAP database
easier to use by users.




        OJ Rodriguez
        OJ Rodriguez                               17
KPI represents ‘key performance indicator’, an
object that enables end users of your cube to
quickly view the status of the most important
business metrics.


         OJ Rodriguez
         OJ Rodriguez                            18
If the cube is relatively large or if storage space is problematic it is a good
idea to partition the cube into physical storage files. Here each measure
group has been partition by year.


                                   OJ Rodriguez
                                   OJ Rodriguez                                   19
Testing cube design and
           functionality on the built-in
           browser



OJ Rodriguez
OJ Rodriguez                               20
MDX Queries




OJ Rodriguez
OJ Rodriguez   21
OJ Rodriguez
OJ Rodriguez   22
OJ Rodriguez
OJ Rodriguez   23
OJ Rodriguez
OJ Rodriguez   24
OJ Rodriguez
OJ Rodriguez   25
Report Design and Management




       OJ Rodriguez
       OJ Rodriguez            26
SSRS report displaying status and
trend of the sales and returns of
each product sold.




                             OJ Rodriguez
                             OJ Rodriguez   27
SSRS Chart demonstrating
the sales by region and the
percentage of total.


               OJ Rodriguez
               OJ Rodriguez   28
SSRS report showing product
               and quantity sold to each
               company.




OJ Rodriguez
OJ Rodriguez                                 29
SharePoint web page displaying two
Performance Point Server scorecards
showing value and status graphically.




OJ Rodriguez                            30
SharePoint page publishing an
  Excel chart with parameter
  through Excel Services, allowing
  multiple selections.

OJ Rodriguez                         31
PPS dashboard with parameter
   published on SharePoint to show
   percentage of work performed by
   employee by quarter per job.




OJ Rodriguez                         32
Business Objects Crystal Reports
        Report Design and Management




                   OJ Rodriguez        33
Report evaluating performance
          per machine with a subreport
          summarizing all outputs.




OJ Rodriguez                              34
Performance evaluation at the
               operations level with
               conditional formatting to
               indicate items that need
               attention.




OJ Rodriguez                                   35
OJ Rodriguez   36
OJ Rodriguez   37
Key performance
indicators display by
operation and machine




                        OJ Rodriguez   38
Crystal
               Report
               depicting a
               custom chart,
               and drill down
               capability.




OJ Rodriguez                    39
Crystal
               Report
               depicting a
               custom chart,
               and drill down
               capability.




OJ Rodriguez                40

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Business Intelligence Portfolio

  • 2. Contents  Goal  Background  SQL Server Integration Services  SQL Server Analysis Services  SQL Server Reporting Services  Multidimensional Expressions  Microsoft Office SharePoint Server  Performance Point Server  Excel Services  Additional Items  Crystal Reports OJ Rodriguez
  • 3. Goal  To implement the Microsoft Business Intelligence applications to provide a timely, user friendly, and consistent data reporting solution for the enterprise.  Available to travel  Available to work in the Greater Philadelphia and in Florida. OJ Rodriguez 3
  • 4. Extract, Transform, and Load Packages OJ Rodriguez OJ Rodriguez 4
  • 5. Code used in a view to clean the source data to populate a reference table used to process the source data into the cube. OJ Rodriguez 5
  • 6. Example of a Data Flow Control Transformation to extract data from an Excel spreadsheet, convert the data to SQL Server compatible types, add a column by concatenating two columns, comparing the data to a reference table, and use a conditional split transformation to insert new records or update existing ones to an SQL Server database. OJ Rodriguez OJ Rodriguez 6
  • 7. This is an example of a similar ETL with the addition of an output to a flat file of non- existing records. OJ Rodriguez OJ Rodriguez 7
  • 8. This one demonstrates how to group data, populate, and update a group table of Clients OJ Rodriguez OJ Rodriguez 8
  • 9. Control flow task required to maintain the staging database. OJ Rodriguez 9
  • 10. Control flow task to loop through a number of files to extract data, and the use of a script task to maintain state of variables between iterations. OJ Rodriguez OJ Rodriguez 10
  • 11. ETL package to extract data from a flat file into an SQL DB by Job, Employee, and Job Time Sheet to insert new records, update existing ones, and to identify missing employees, late and missing jobs OJ Rodriguez OJ Rodriguez 11
  • 12. Each primary key was extracted and the data was checked to enforce referential integrity. After a regular lookup element was used to check for exact matches to allow most of the data to pass through, some columns were processed through a fuzzy lookup for lookalike matches. Then the data was put back together with a union all element. The data that failed the process was sent to flat files to be analyzed and reprocess. OJ Rodriguez 12
  • 13. OLAP Data Warehouse Design OJ Rodriguez OJ Rodriguez 13
  • 14. Data source view derived from the data source pointing to the staging database. OJ Rodriguez OJ Rodriguez 14
  • 15. Diagram of a cube consisting of four measure groups and nine dimensions in a snowflake schema OJ Rodriguez OJ Rodriguez 15
  • 16. Adding hierarchies missed by the cube design wizard. OJ Rodriguez OJ Rodriguez 16
  • 17. Creation of calculated members to facilitate the creation of reports and make the OLAP database easier to use by users. OJ Rodriguez OJ Rodriguez 17
  • 18. KPI represents ‘key performance indicator’, an object that enables end users of your cube to quickly view the status of the most important business metrics. OJ Rodriguez OJ Rodriguez 18
  • 19. If the cube is relatively large or if storage space is problematic it is a good idea to partition the cube into physical storage files. Here each measure group has been partition by year. OJ Rodriguez OJ Rodriguez 19
  • 20. Testing cube design and functionality on the built-in browser OJ Rodriguez OJ Rodriguez 20
  • 26. Report Design and Management OJ Rodriguez OJ Rodriguez 26
  • 27. SSRS report displaying status and trend of the sales and returns of each product sold. OJ Rodriguez OJ Rodriguez 27
  • 28. SSRS Chart demonstrating the sales by region and the percentage of total. OJ Rodriguez OJ Rodriguez 28
  • 29. SSRS report showing product and quantity sold to each company. OJ Rodriguez OJ Rodriguez 29
  • 30. SharePoint web page displaying two Performance Point Server scorecards showing value and status graphically. OJ Rodriguez 30
  • 31. SharePoint page publishing an Excel chart with parameter through Excel Services, allowing multiple selections. OJ Rodriguez 31
  • 32. PPS dashboard with parameter published on SharePoint to show percentage of work performed by employee by quarter per job. OJ Rodriguez 32
  • 33. Business Objects Crystal Reports Report Design and Management OJ Rodriguez 33
  • 34. Report evaluating performance per machine with a subreport summarizing all outputs. OJ Rodriguez 34
  • 35. Performance evaluation at the operations level with conditional formatting to indicate items that need attention. OJ Rodriguez 35
  • 38. Key performance indicators display by operation and machine OJ Rodriguez 38
  • 39. Crystal Report depicting a custom chart, and drill down capability. OJ Rodriguez 39
  • 40. Crystal Report depicting a custom chart, and drill down capability. OJ Rodriguez 40