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Timothy L. Jeffries 2009

                   Timothy L. Jeffries
                   tjeffries@charter.net
                   678-778-9672




                                           1
Timothy L. Jeffries 2009




                   TABLE OF CONTENTS
Project Overviews
T-SQL Samples
MDX Samples
SSIS – Integration Services
SSAS – Analysis Services
Calculated Members
KPI’s, Trend Indicators, and Excel Services – Samples
SSRS- Reporting Services
MOSS/PPS – Share Point and Performance Point Services




                                                                 2
Timothy L. Jeffries 2009




                      PROJECT OVERVIEW
Sample Business Intelligence Project Work
This portfolio contains selected code that I have developed in the Microsoft
   Business Intelligence area.

Overall technologies covered:
  Microsoft SQL Server 2005 T-SQL
•

  Microsoft SQL Server 2005 MDX
•

  Microsoft SQL Server 2005
•

  Microsoft SQL Server 2005 Integration Services (SSIS)
•

  Microsoft SQL Server 2005 Analysis Services (SSAS)
•

  Microsoft SQL Server 2005 Reporting Services (SSRS)
•




                                                                               3
Timothy L. Jeffries 2009




                         PROJECT GOALS
    Define a Star Schema database using Visio
•

    Create a Staging Database (Visio generated script)
•

    Create an ETL solution to update the SQL Server 2005 database from Excel and
•
    flat files using SSIS
    Create a Star Schema Analysis Services using SSAS
•

    Write MDX queries bases on criteria lay outs
•

    Define Calculated Members and business Key Performance Indicators (KPIs) in
•
    SSAS
    Use Excel Services 2007 to display the cube data and the KPIs, displaying
•
    statuses and trends
    Produce detail and summary reports using SSRS
•

    Create score cards using MS Office Performance Point
•

    Implement business intelligence dashboards using MOSS 2007 (SharePoint)
•




                                                                               4
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 5
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 6
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 7
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 8
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 9
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 10
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 11
Timothy L. Jeffries 2009




                             SSIS PROJECT




These containers update and insert records for the Employee and Client tables
while reading the information form either an excel or flat file. If any of these packets
fail and email is sent out and everything is rolled back stopping the process.
                                                                                      12
Timothy L. Jeffries 2009




T-SQL SAMPLES




                                 13
Timothy L. Jeffries 2009




                            SSIS PROJECT




Connected to the other two containers these containers continue the updates and
will send an email out once all the insert and updates are done. Then it does a
backup, shrink and index after everything is updated. Once the database
maintenance is finished then emails are send out.                                 14
Timothy L. Jeffries 2009




                           SSIS PROJECT




This is an example of an expression that sends out an email on success with
information about how the files in the package were processed and how many
failed, processed, and failed the conversion.


                                                                              15
Timothy L. Jeffries 2009




                               SSIS PROJECT




This For each loop container will loop through all the files in the directory that is
specified and load all the files. The container is also programmed for error and
checks as seen below.


                                                                                        16
Timothy L. Jeffries 2009




                             SSIS PROJECT




In a nutshell this part of the project looks and converts the files to SQL format and
logs any errors. Then it looks up PK and put the ones not found into a file. Then it
checks the table to see if this is an insert or an update and then records how many
it does of each, all counts are running counts and are done in vb.net as shown
below.
                                                                                        17
Timothy L. Jeffries 2009




                             SSIS PROJECT




This is the setup so that we can pass in what we want to read in the script and then
what is coming back from the script. The script is explained below.


                                                                                       18
Timothy L. Jeffries 2009




                             SSIS PROJECT




This script runs every time what we process a file and then once the counts are
completed it copies the file to a done folder and deletes the other file. This is done
so we do not duplicate the files and so we do not lose them either.
                                                                                         19
Timothy L. Jeffries 2009




                     SSAS – ANALYSIS SERVICES
Design the Data Source View using BIDS
    Create a cube in Adventure Works using fact tables and dimension tables
•

    Create a star diagram using the fact tables and dimension, a snowflake diagram will have dimension tables connected to
•
    other dimension tables.
    This is the view prior to the cube being launched.
•




                                                                                                                        20
Timothy L. Jeffries 2009




                    SSAS – ANALYSIS SERVICES
    Once the cube is created we now display the fact tables in yellow connected to the blue tables that are the dimensions.


    This diagram shows all the fact tables pointing towards the PKs in the dimension tables.


    This is an example of a snowflake diagram due to the points having multiple points on them.


    A start diagram has on fact tables connected to dimension tables without dimension tables connected to them.





                                                                                                                              21
Timothy L. Jeffries 2009




                     SSAS – ANALYSIS SERVICES
    After the cube is launched the wizard will build all the relationships and those that are not built must be done manually.


    The tables in yellow are the fact tables and the ones in blue are the dimension tables.


    All the fact tables have the FKs for the PKs in the dimension tables.





                                                                                                                                 22
Timothy L. Jeffries 2009




                    SSAS – ANALYSIS SERVICES
    Create reports in Excel using outside data and pivot tables.





                                                                                          23
Timothy L. Jeffries 2009




                SSAS – ANALYSIS SERVICES




This will also let you filter, notice that the filter is set to all males for sales.
                                                                                       24
Timothy L. Jeffries 2009




KPI EXAMPLES




                                 25
Timothy L. Jeffries 2009




KPI EXAMPLES




                                 26
Timothy L. Jeffries 2009




KPI EXAMPLES




                                 27
Timothy L. Jeffries 2009




KPI EXAMPLES




                                 28
Timothy L. Jeffries 2009




KPI EXAMPLES




                                 29
Timothy L. Jeffries 2009




                         MDX EXAMPLES




Simple MDX example that show MA, PA, and NY dollar and unit sales for Q1 and Q2

                                                                             30
Timothy L. Jeffries 2009




                            MDX EXAMPLES




Displays the different level of Hierarchy levels staring with the first parent, then
second parent, then the tools level and then finally to the children of the tools for the
3 months in the 3rd quarter.                                                            31
Timothy L. Jeffries 2009




                         MDX EXAMPLES




Uses a member to create a calculated member so we can see the difference in
Dollar Sale, Unit Sales, and Dollar Returns for the first two quarters.

                                                                              32
Timothy L. Jeffries 2009




                           MDX EXAMPLES




Shows how to filter using the columns where the unit sales is greater in Q4, 2005 are
greater 1.4 times Q4, 2004 displaying the Dollar sales for Q4, 2005




                                                                                    33
Timothy L. Jeffries 2009




                          MDX EXAMPLES




Creates Avg Price, Max Avg Price, Price Range, and Min Avg Price then displays Q3
and Q4 and Cross joins that Calculated prices together for all the children of Home
Audio.
                                                                                 34

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Tjeffriesppt Bi Portfolio

  • 1. Timothy L. Jeffries 2009 Timothy L. Jeffries tjeffries@charter.net 678-778-9672 1
  • 2. Timothy L. Jeffries 2009 TABLE OF CONTENTS Project Overviews T-SQL Samples MDX Samples SSIS – Integration Services SSAS – Analysis Services Calculated Members KPI’s, Trend Indicators, and Excel Services – Samples SSRS- Reporting Services MOSS/PPS – Share Point and Performance Point Services 2
  • 3. Timothy L. Jeffries 2009 PROJECT OVERVIEW Sample Business Intelligence Project Work This portfolio contains selected code that I have developed in the Microsoft Business Intelligence area. Overall technologies covered: Microsoft SQL Server 2005 T-SQL • Microsoft SQL Server 2005 MDX • Microsoft SQL Server 2005 • Microsoft SQL Server 2005 Integration Services (SSIS) • Microsoft SQL Server 2005 Analysis Services (SSAS) • Microsoft SQL Server 2005 Reporting Services (SSRS) • 3
  • 4. Timothy L. Jeffries 2009 PROJECT GOALS Define a Star Schema database using Visio • Create a Staging Database (Visio generated script) • Create an ETL solution to update the SQL Server 2005 database from Excel and • flat files using SSIS Create a Star Schema Analysis Services using SSAS • Write MDX queries bases on criteria lay outs • Define Calculated Members and business Key Performance Indicators (KPIs) in • SSAS Use Excel Services 2007 to display the cube data and the KPIs, displaying • statuses and trends Produce detail and summary reports using SSRS • Create score cards using MS Office Performance Point • Implement business intelligence dashboards using MOSS 2007 (SharePoint) • 4
  • 5. Timothy L. Jeffries 2009 T-SQL SAMPLES 5
  • 6. Timothy L. Jeffries 2009 T-SQL SAMPLES 6
  • 7. Timothy L. Jeffries 2009 T-SQL SAMPLES 7
  • 8. Timothy L. Jeffries 2009 T-SQL SAMPLES 8
  • 9. Timothy L. Jeffries 2009 T-SQL SAMPLES 9
  • 10. Timothy L. Jeffries 2009 T-SQL SAMPLES 10
  • 11. Timothy L. Jeffries 2009 T-SQL SAMPLES 11
  • 12. Timothy L. Jeffries 2009 SSIS PROJECT These containers update and insert records for the Employee and Client tables while reading the information form either an excel or flat file. If any of these packets fail and email is sent out and everything is rolled back stopping the process. 12
  • 13. Timothy L. Jeffries 2009 T-SQL SAMPLES 13
  • 14. Timothy L. Jeffries 2009 SSIS PROJECT Connected to the other two containers these containers continue the updates and will send an email out once all the insert and updates are done. Then it does a backup, shrink and index after everything is updated. Once the database maintenance is finished then emails are send out. 14
  • 15. Timothy L. Jeffries 2009 SSIS PROJECT This is an example of an expression that sends out an email on success with information about how the files in the package were processed and how many failed, processed, and failed the conversion. 15
  • 16. Timothy L. Jeffries 2009 SSIS PROJECT This For each loop container will loop through all the files in the directory that is specified and load all the files. The container is also programmed for error and checks as seen below. 16
  • 17. Timothy L. Jeffries 2009 SSIS PROJECT In a nutshell this part of the project looks and converts the files to SQL format and logs any errors. Then it looks up PK and put the ones not found into a file. Then it checks the table to see if this is an insert or an update and then records how many it does of each, all counts are running counts and are done in vb.net as shown below. 17
  • 18. Timothy L. Jeffries 2009 SSIS PROJECT This is the setup so that we can pass in what we want to read in the script and then what is coming back from the script. The script is explained below. 18
  • 19. Timothy L. Jeffries 2009 SSIS PROJECT This script runs every time what we process a file and then once the counts are completed it copies the file to a done folder and deletes the other file. This is done so we do not duplicate the files and so we do not lose them either. 19
  • 20. Timothy L. Jeffries 2009 SSAS – ANALYSIS SERVICES Design the Data Source View using BIDS Create a cube in Adventure Works using fact tables and dimension tables • Create a star diagram using the fact tables and dimension, a snowflake diagram will have dimension tables connected to • other dimension tables. This is the view prior to the cube being launched. • 20
  • 21. Timothy L. Jeffries 2009 SSAS – ANALYSIS SERVICES Once the cube is created we now display the fact tables in yellow connected to the blue tables that are the dimensions.  This diagram shows all the fact tables pointing towards the PKs in the dimension tables.  This is an example of a snowflake diagram due to the points having multiple points on them.  A start diagram has on fact tables connected to dimension tables without dimension tables connected to them.  21
  • 22. Timothy L. Jeffries 2009 SSAS – ANALYSIS SERVICES After the cube is launched the wizard will build all the relationships and those that are not built must be done manually.  The tables in yellow are the fact tables and the ones in blue are the dimension tables.  All the fact tables have the FKs for the PKs in the dimension tables.  22
  • 23. Timothy L. Jeffries 2009 SSAS – ANALYSIS SERVICES Create reports in Excel using outside data and pivot tables.  23
  • 24. Timothy L. Jeffries 2009 SSAS – ANALYSIS SERVICES This will also let you filter, notice that the filter is set to all males for sales. 24
  • 25. Timothy L. Jeffries 2009 KPI EXAMPLES 25
  • 26. Timothy L. Jeffries 2009 KPI EXAMPLES 26
  • 27. Timothy L. Jeffries 2009 KPI EXAMPLES 27
  • 28. Timothy L. Jeffries 2009 KPI EXAMPLES 28
  • 29. Timothy L. Jeffries 2009 KPI EXAMPLES 29
  • 30. Timothy L. Jeffries 2009 MDX EXAMPLES Simple MDX example that show MA, PA, and NY dollar and unit sales for Q1 and Q2 30
  • 31. Timothy L. Jeffries 2009 MDX EXAMPLES Displays the different level of Hierarchy levels staring with the first parent, then second parent, then the tools level and then finally to the children of the tools for the 3 months in the 3rd quarter. 31
  • 32. Timothy L. Jeffries 2009 MDX EXAMPLES Uses a member to create a calculated member so we can see the difference in Dollar Sale, Unit Sales, and Dollar Returns for the first two quarters. 32
  • 33. Timothy L. Jeffries 2009 MDX EXAMPLES Shows how to filter using the columns where the unit sales is greater in Q4, 2005 are greater 1.4 times Q4, 2004 displaying the Dollar sales for Q4, 2005 33
  • 34. Timothy L. Jeffries 2009 MDX EXAMPLES Creates Avg Price, Max Avg Price, Price Range, and Min Avg Price then displays Q3 and Q4 and Cross joins that Calculated prices together for all the children of Home Audio. 34