Business intelligence


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Business intelligence

  1. 1. 1. This BI Checklist provides a framework for gathering user requirements for BI projects2. BI requirements must account for the diversity of all business & job function requirements3. Users from different areas have different requirements Marketing users: segmentation Finance users: computations, reporting
  2. 2. o Data Queries and Manipulationo Data Analysiso Reportingo Data Securityo Data Portability & Accessibility
  3. 3. Requirement Description• Ad Hoc real time queries Execute a query containing simple sums, counts, averages grouped by specific values• Computed data queries Calculated data in added computed columns• Prompted Ad Hoc and scheduled Execute queries at predetermined times ordata extracts at predetermined business events• Integration of external sources Integration of data from outside the Dataof data Warehouse: spreadsheet, catalogs, vendors data, VSAM files, IMS databases, etc.• Aggregated data Aggregated by predetermined level of information, ex. Sales by region• Detailed pre-analyzed data Data presented and analyzed at detailed level, ex. transactions
  4. 4. Requirement Description• Custom forms presentation View and update data using custom forms• Spreadsheet view View data in columns and rows• Interactive updates Real time data updates• Data Warehouse write back Save & update changes made back into the Data Warehouse
  5. 5. Requirement Description• Forecasting, Budgeting, etc.• Time series analysis Time based analysis• What If scenarios, business Models that reflects possible outcomesmodeling• Goal Seeking Evaluation of factors to achieve a goal• Regression analysis Variables affecting an outcome and predict data series• Statistical functions• Financial functions• Segmentation Group based analysis
  6. 6. Requirement Description• Report type Columnar, cross-tab or pivoted, banded• Aggregation Create totals and sum duplicate rows of information• Computed columns Calculated columns form queried data• Complex calculations Ex. Percent of total, Rolling sums, period comparisons• Drill up and drill down Ex. Drill from country to region, to district, to city• Mixed text and graphics Produce reports with text and graphics• Database publishing Create documents driven by report data, ex. Catalogs• Exception reporting Create reports on specific business problems; ex. Product sales drop by 10%; customers with late payments• Controlled calculation Control over the calculation used to standardize use of formulas• Report templates Create custom template reports• Prompted reports Create reports that prompts teams for content and constraints• Reporting preferences Set preferences for constraints or content
  7. 7. Requirement Description• Database level Protect access to the database• Table level Protect which tables can be accessed• Field level Protect which field on a table can be accessed• Field content Protect data according to the content of the data
  8. 8. Requirement Description• Task automation Automate frequently used tasks (macros)• Advanced automation Fully automate a business function requiring various analytical steps• Scheduled automation Common tasks executed at predetermined times or according to Business Events
  9. 9. Requirement Description• Remote access VPN• Stand alone access to BI tolls Use the tools when not connected to the network• External collaboration Send BI reports to people outside the company• External access External resource can use the BI applications, ex. Suppliers checking inventory level, vendors checking returns