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Microsoft Business Intelligence
(MSBI),
Data Warehousing (DW) and
Data Integration Techniques
Presenter,
Valmik Potbhare
http://lnkd.in/bp_3eFm
1
May 21, 2014
Agenda
Confidential
 What is BI?
 What is Data Warehousing?
 Microsoft platform for BI applications
 Data integration methods
 T-SQL examples on data integration
2
What is BI?
3Confidential
Business Intelligence is a collection of theories,
algorithms, architectures, and technologies that
transforms the raw data into the meaningful data in
order to help users in strategic decision making in
the interest of their business.
BI Case
4Confidential
For example senior management of an industry
can inspect sales revenue by products and/or
departments, or by associated costs and incomes.
BI technologies provide historical, current and
predictive views of business operations. So,
management can take some strategic or operation
decision easily.
Typical BI Flow
5Confidential
Data Sources
Users
Data Tools
Data Warehouse
Extraction
Why BI?
6Confidential
By using BI, management can monitor objectives
from high level, understand what is happening,
why is happening and can take necessary steps
why the objectives are not full filled.
Objectives:
1)Business Operations Reporting
2)Forecasting
3)Dashboard
4)Multidimensional Analysis
5)Finding correlation among different factors
What is Data warehousing?
7Confidential
A data warehouse is a subject-oriented,
integrated, time-variant and non-volatile
collection of data in support of management's
decision making process.
- Bill Inmon
A data warehouse is a copy of transaction data
specifically structured for query and analysis.
- Ralph Kimball
Dimensional Data Model
8Confidential
Although it is a relational model but data would be
stored differently in dimensional data model when
compared to 3rd normal form.
Dimension: A category of information. Ex. the time
dimension.
Attribute: A unique level within a dimension. Ex. Month is
an attribute in the Time Dimension.
Hierarchy: The specification of levels that represents
relationship between different attributes within a
dimension. Ex. one possible hierarchy in the Time
dimension is Year → Quarter → Month → Day.
Fact Table: A fact table is a table that contains the
measures of interest. Ex. Sales Amount is a measure.
Data warehouse designs
9
• Star Schema – A single object (the fact table) sits in
the middle and is radically connected to other
surrounding objects (dimension lookup tables) like a
star. Each dimension is represented as a single table.
The primary key in each dimension table is related to a
foreign key in the fact table.
• Snowflake Schema – An extension of the star
schema, where each point of the star explodes into more
points. In a star schema, each dimension is represented
by a single dimensional table, whereas in a snowflake
schema, that dimensional table is normalized into
multiple lookup tables, each representing a level in the
dimensional hierarchy.
Confidential
Typical Data warehouse model
10Confidential
Data warehouse implementation
11
After the team and tools are finalized, the process follows
below steps in waterfall:
a)Requirement Gathering
b)Physical Environment Setup
c)Data Modeling
d)ETL
e)OLAP Cube Design
f)Front End Development
g)Report Development
h)Performance Tuning and Query Optimization
i)Data Quality Assurance
j)Rolling out to Production
k)Production Maintenance
l)Incremental Enhancements
Confidential
Microsoft BI Platform
12Confidential
Microsoft BI Tools
Confidential
SSIS – This tool in MSBI suite performs any kind of data
transfer with flexibility of customized dataflow. Used
typically to accomplish ETL processes in Data
warehouses.
SSRS – provides the variety of reports and the capability
of delivering reports in multiple formats. Ability to interact
with different kind of data sources
SSAS – MS BI Tool for creating a cubes, data mining
models from DW. A typical Cube uses DW as data
source and build a multidimensional database on top of it.
13
MSBI Tools
14
Power View and Power Pivot – These are self serve BI
tools provided by Microsoft. Very low on cost of
maintenance and are tightly coupled with Microsoft Excel
reporting which makes it easier to interact.
Performance Point Servers – It provides rapid creation
of PPS reports which could be in any form and at the
same time forms can be changed just by right click.
Microsoft also provides the Scorecards, dashboards, data
mining extensions, SharePoint portals etc. to serve the BI
applications.
Confidential
Confidential
Data Integration
methods
15
Different ways of integration
16
RDBMS –
•Copying data from one table to another table(s)
•Bulk / Raw Insert operations
•Command line utilities for data manipulation
•Partitioning data
File System –
•Copying file(s) from one location to another
•Creating flat files, CSVs, XMLs, Excel spreadsheets
•Creating directories / sub-directories
Confidential
Different ways of integration
17
Web –
•Calling a web service to fetch / trigger data
•Accessing ftp file system
•Submitting a feedback over internet
•Sending an email / SMS message
Other –
•Generate Auditing / Logging data
•Utilizing / maintaining configuration data (static)
Confidential
Confidential
T-SQL
Best practices
18
Query to merge data into a table
Confidential 19
MERGE dbo.myDestinationTable AS dest
USING (
SELECT ProductID
, MIN(PurchaseDate) AS MinTrxDate
, MAX(PurchaseDate) AS MaxTrxDate
FROM dbo.mySourceTable
WHERE ProductID IS NOT NULL
GROUP BY ProductID
) AS src
ON dest.ProductID = src.ProductID
WHEN MATCHED THEN
UPDATE SET MaxTrxDate = src.MaxTrxDate
, MinTrxDate = ISNULL(dest.MinTrxDate, src.MinTrxDate)
WHEN NOT MATCHED BY SOURCE THEN DELETE
WHEN NOT MATCHED BY TARGET THEN INSERT (ProductID, MinTrxDate, MaxTrxDate)
VALUES (src.ProductID, src.MinTrxDate, src.MaxTrxDate);
MERGE clause is T-SQL programmers’ favorite as it covers 3 operations in oneMERGE clause is T-SQL programmers’ favorite as it covers 3 operations in one
Query to get a sequence using CTE
Confidential 20
;WITH myTable (id) AS
(
SELECT 1 id
UNION ALL
SELECT id + 1 FROM myTable
WHERE id < 10
)
SELECT * FROM myTable
COMMON TABLE EXPRESSIONS (CTEs) are the most popular recursiveCOMMON TABLE EXPRESSIONS (CTEs) are the most popular recursive
constructs in T-SQLconstructs in T-SQL
Move Rows in a single Query
Confidential 21
DECLARE @Table1 TABLE (id int, name varchar(50))
INSERT @Table1 VALUES (1, 'Maxwell'), (2, 'Miller'), (3, 'Dhoni')
DECLARE @Table2 TABLE (id int, name varchar(50))
DELETE FROM @Table1 OUTPUT deleted.* INTO @Table2
SELECT * FROM @Table1
SELECT * FROM @Table2
OUTPUT clause redirects the intermediate results of UPDATE,OUTPUT clause redirects the intermediate results of UPDATE,
DELETE or INSERT into a table specifiedDELETE or INSERT into a table specified
Query to generate random password
Confidential 22
SELECT CHAR(32 + (RAND() * 94))
+CHAR(32 + (RAND() * 94))
+CHAR(32 + (RAND() * 94))
+CHAR(32 + (RAND() * 94))
+CHAR(32 + (RAND() * 94))
+CHAR(32 + (RAND() * 94))
Non-deterministic functions like RAND() gives differentNon-deterministic functions like RAND() gives different
result for each evaluationresult for each evaluation
Funny T-SQL – Try it yourself 
Confidential 23
Aliases behavior is not consistent
SELECT 1id, 1.eMail, 1.0eMail, 1eMail
Ever seen WHERE clause in SELECT without FROM clause ?
SELECT 1 AS id WHERE 1 = 1
IN clause expects column name at its left? Well, not Really!
SELECT * FROM myTable WHERE 'searchtext' IN (Col1, Col2,
Col3)
Two ‘=‘ operators in single assignment in UPDATE? Possible!
DECLARE @ID INT = 0
UPDATE mySequenceTable SET @ID = ID = @ID + 1
Confidential 24
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Basics of Microsoft Business Intelligence and Data Integration Techniques

  • 1. www.synerzip.com Microsoft Business Intelligence (MSBI), Data Warehousing (DW) and Data Integration Techniques Presenter, Valmik Potbhare http://lnkd.in/bp_3eFm 1 May 21, 2014
  • 2. Agenda Confidential  What is BI?  What is Data Warehousing?  Microsoft platform for BI applications  Data integration methods  T-SQL examples on data integration 2
  • 3. What is BI? 3Confidential Business Intelligence is a collection of theories, algorithms, architectures, and technologies that transforms the raw data into the meaningful data in order to help users in strategic decision making in the interest of their business.
  • 4. BI Case 4Confidential For example senior management of an industry can inspect sales revenue by products and/or departments, or by associated costs and incomes. BI technologies provide historical, current and predictive views of business operations. So, management can take some strategic or operation decision easily.
  • 5. Typical BI Flow 5Confidential Data Sources Users Data Tools Data Warehouse Extraction
  • 6. Why BI? 6Confidential By using BI, management can monitor objectives from high level, understand what is happening, why is happening and can take necessary steps why the objectives are not full filled. Objectives: 1)Business Operations Reporting 2)Forecasting 3)Dashboard 4)Multidimensional Analysis 5)Finding correlation among different factors
  • 7. What is Data warehousing? 7Confidential A data warehouse is a subject-oriented, integrated, time-variant and non-volatile collection of data in support of management's decision making process. - Bill Inmon A data warehouse is a copy of transaction data specifically structured for query and analysis. - Ralph Kimball
  • 8. Dimensional Data Model 8Confidential Although it is a relational model but data would be stored differently in dimensional data model when compared to 3rd normal form. Dimension: A category of information. Ex. the time dimension. Attribute: A unique level within a dimension. Ex. Month is an attribute in the Time Dimension. Hierarchy: The specification of levels that represents relationship between different attributes within a dimension. Ex. one possible hierarchy in the Time dimension is Year → Quarter → Month → Day. Fact Table: A fact table is a table that contains the measures of interest. Ex. Sales Amount is a measure.
  • 9. Data warehouse designs 9 • Star Schema – A single object (the fact table) sits in the middle and is radically connected to other surrounding objects (dimension lookup tables) like a star. Each dimension is represented as a single table. The primary key in each dimension table is related to a foreign key in the fact table. • Snowflake Schema – An extension of the star schema, where each point of the star explodes into more points. In a star schema, each dimension is represented by a single dimensional table, whereas in a snowflake schema, that dimensional table is normalized into multiple lookup tables, each representing a level in the dimensional hierarchy. Confidential
  • 10. Typical Data warehouse model 10Confidential
  • 11. Data warehouse implementation 11 After the team and tools are finalized, the process follows below steps in waterfall: a)Requirement Gathering b)Physical Environment Setup c)Data Modeling d)ETL e)OLAP Cube Design f)Front End Development g)Report Development h)Performance Tuning and Query Optimization i)Data Quality Assurance j)Rolling out to Production k)Production Maintenance l)Incremental Enhancements Confidential
  • 13. Microsoft BI Tools Confidential SSIS – This tool in MSBI suite performs any kind of data transfer with flexibility of customized dataflow. Used typically to accomplish ETL processes in Data warehouses. SSRS – provides the variety of reports and the capability of delivering reports in multiple formats. Ability to interact with different kind of data sources SSAS – MS BI Tool for creating a cubes, data mining models from DW. A typical Cube uses DW as data source and build a multidimensional database on top of it. 13
  • 14. MSBI Tools 14 Power View and Power Pivot – These are self serve BI tools provided by Microsoft. Very low on cost of maintenance and are tightly coupled with Microsoft Excel reporting which makes it easier to interact. Performance Point Servers – It provides rapid creation of PPS reports which could be in any form and at the same time forms can be changed just by right click. Microsoft also provides the Scorecards, dashboards, data mining extensions, SharePoint portals etc. to serve the BI applications. Confidential
  • 16. Different ways of integration 16 RDBMS – •Copying data from one table to another table(s) •Bulk / Raw Insert operations •Command line utilities for data manipulation •Partitioning data File System – •Copying file(s) from one location to another •Creating flat files, CSVs, XMLs, Excel spreadsheets •Creating directories / sub-directories Confidential
  • 17. Different ways of integration 17 Web – •Calling a web service to fetch / trigger data •Accessing ftp file system •Submitting a feedback over internet •Sending an email / SMS message Other – •Generate Auditing / Logging data •Utilizing / maintaining configuration data (static) Confidential
  • 19. Query to merge data into a table Confidential 19 MERGE dbo.myDestinationTable AS dest USING ( SELECT ProductID , MIN(PurchaseDate) AS MinTrxDate , MAX(PurchaseDate) AS MaxTrxDate FROM dbo.mySourceTable WHERE ProductID IS NOT NULL GROUP BY ProductID ) AS src ON dest.ProductID = src.ProductID WHEN MATCHED THEN UPDATE SET MaxTrxDate = src.MaxTrxDate , MinTrxDate = ISNULL(dest.MinTrxDate, src.MinTrxDate) WHEN NOT MATCHED BY SOURCE THEN DELETE WHEN NOT MATCHED BY TARGET THEN INSERT (ProductID, MinTrxDate, MaxTrxDate) VALUES (src.ProductID, src.MinTrxDate, src.MaxTrxDate); MERGE clause is T-SQL programmers’ favorite as it covers 3 operations in oneMERGE clause is T-SQL programmers’ favorite as it covers 3 operations in one
  • 20. Query to get a sequence using CTE Confidential 20 ;WITH myTable (id) AS ( SELECT 1 id UNION ALL SELECT id + 1 FROM myTable WHERE id < 10 ) SELECT * FROM myTable COMMON TABLE EXPRESSIONS (CTEs) are the most popular recursiveCOMMON TABLE EXPRESSIONS (CTEs) are the most popular recursive constructs in T-SQLconstructs in T-SQL
  • 21. Move Rows in a single Query Confidential 21 DECLARE @Table1 TABLE (id int, name varchar(50)) INSERT @Table1 VALUES (1, 'Maxwell'), (2, 'Miller'), (3, 'Dhoni') DECLARE @Table2 TABLE (id int, name varchar(50)) DELETE FROM @Table1 OUTPUT deleted.* INTO @Table2 SELECT * FROM @Table1 SELECT * FROM @Table2 OUTPUT clause redirects the intermediate results of UPDATE,OUTPUT clause redirects the intermediate results of UPDATE, DELETE or INSERT into a table specifiedDELETE or INSERT into a table specified
  • 22. Query to generate random password Confidential 22 SELECT CHAR(32 + (RAND() * 94)) +CHAR(32 + (RAND() * 94)) +CHAR(32 + (RAND() * 94)) +CHAR(32 + (RAND() * 94)) +CHAR(32 + (RAND() * 94)) +CHAR(32 + (RAND() * 94)) Non-deterministic functions like RAND() gives differentNon-deterministic functions like RAND() gives different result for each evaluationresult for each evaluation
  • 23. Funny T-SQL – Try it yourself  Confidential 23 Aliases behavior is not consistent SELECT 1id, 1.eMail, 1.0eMail, 1eMail Ever seen WHERE clause in SELECT without FROM clause ? SELECT 1 AS id WHERE 1 = 1 IN clause expects column name at its left? Well, not Really! SELECT * FROM myTable WHERE 'searchtext' IN (Col1, Col2, Col3) Two ‘=‘ operators in single assignment in UPDATE? Possible! DECLARE @ID INT = 0 UPDATE mySequenceTable SET @ID = ID = @ID + 1