Tony von Gusmann is seeking opportunities to implement Microsoft Business Intelligence solutions. He has experience using a variety of Microsoft BI tools including SQL Server Integration Services, SQL Server Analysis Services, SQL Server Reporting Services, and Microsoft Office PerformancePoint Server. He has implemented BI solutions for clients across several industries and is available to travel as needed.

1. Tony von Gusmann 904.613.0506 [email_address] Business Intelligence Portfolio

2. Presentation Contents Goal Background Microsoft Business Intelligence Skills This section presents items created by Tony von Gusmann using MS BI SQL Server Integration Services SQL Server Analysis Services SQL Server Reporting Services Multi-Dimensional Expressions (MDX) Microsoft Office Performance Point Server Microsoft Office Sharepoint Server Excel Services Additional Items

3. Goal Implement Business Intelligence Desire to utilize as much of Microsoft Business Intelligence toolset as possible Location not important Willing to travel as much as needed Goal is industry independent

4. Background Project Management ‘ C’ level exposure. Projects include organization integration (M&A), software development, and application implementation. Financial Services Experience with Banks, Technology Service providers to Banks, and other entities processing electronic payments. Operations Used data and data-reporting tools to improve operational efficiency.

5. Background Sample engagements include: Payment solution for State of Florida Dept. of Revenue (2005) Funds Transfer application for Scottrade (2008) Payment solution for CEMEX (2006) Application software sold by InteliData to Fiserv, Inc. (2001) Integration of Princeton eCom & Online Resources due to Online Resources purchase of Princeton eCom (2006) Integration of West One Bank, Oregon Commercial lines with US Bank, Oregon Commercial Lines (1996)

6. Microsoft Business Intelligence SQL Server Integration Services

7. SQL Server Integration Services Sample Control Flow Task Description Iteratively reads and processes text files VB script used to count and store records Email Notifications include record counts

8. SQL Server Integration Services Description Script used to declare and store variables used in notification tasks. Sample Script

9. SQL Server Integration Services Description Screenshot of email generated by SSIS. Includes Record Counts Attached files of exception records Email Notification

10. SQL Server Integration Services Description Reads an Excel file data source Counts Rows Converts formats to SQL from Excel Performs Lookups for validation purposes Uses Conditional Split to identify New Records, Updated Records, Invalid Records Adds new records to appropriate table Updates changed records per business rules Sample Data Flow Task

11. Microsoft Business Intelligence SQL Server Analysis Services

12. SQL Server Analysis Services Description Use BIDS to design the Data Source View (DSV) DSV is then used within BIDS to build the OLAP cube DSV design includes consideration of Fact, Dimension, and Hierarchy requirements Data Source View Designer

13. SQL Server Analysis Services Description Used Cube Wizard to create the OLAP Cube Results in modified Snowflake Schema shown Hierarchy creation performed manually Cube Designer

14. SQL Server Analysis Services Hierarchy Creation and Modification Description Used Dimension designer to create Hierarchies not created by the Wizard

15. SQL Server Analysis Services Calculated Measures Description Used the Calculations tab to create a variety of calculated measures. Measure shown defines the Quarterly Percentage increase in Overhead Based on previously defined calculated members – Previous Quarter Overhead Amount Uses an Immediate If to handle Zeroes in the denominator

16. SQL Server Analysis Services Key Performance Indicators - KPI Description Used the KPI tab to create several KPIs Used MDX to define value expression This places the KPI in the Cube Available to end-users in presentation interfaces (e.g. Excel) Automatically updated when data is added to cube

17. SQL Server Analysis Services Partitions Description All Fact tables were partitioned to improve performance Partitions were based on Year using SQL to define the partition.

18. Microsoft Business Intelligence Multi Dimensional Expressions MDX

19. Multi-Dimensional Expressions MDX Sample Description MDX query to identify top three employees – based on hours worked – for each job Displays jobs in alphabetical order, then employees in hours worked descending order

20. Multi-Dimensional Expressions MDX Sample 2 Description MDX query to identify Materials purchased for each Job. Also provides the Purchase amount by Materials Category Display sorts by Job with largest purchase amount (descending order), then by Material Category (in hierarchy order)

21. Microsoft Business Intelligence SQL Server Reporting Services

22. SQL Server Reporting Services SSRS Sample Description Data view at left shows MDX source for report Layout view below Features on this report include custom parameters and conditional formatting

23. SQL Server Reporting Services SSRS Sample Description Image at left shows final report deployed to Sharepoint. Image at bottom shows MDX query used to insure that the report defaults to the most recent quarter with financial data More MDX used (not shown) to make parameter list sort in descending order – not the default order

24. SQL Server Reporting Services SSRS Sample Description Image at left conditional formatting; in this case, RED if greater than 0, otherwise BLACK. Conditional formatting syntax shown below – simple Immediate If

25. Microsoft Business Intelligence Microsoft Office SharePoint Server Microsoft Office PerformancePoint Server Excel Services

26. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services OLAP data used to: Prepare KPI Dashboards in Performance Point Prepare Charts and Tables in Performance Point Prepare Charts and Tables in Excel, then published to Excel Services All of the above was published for presentation in Sharepoint

27. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services KPI Dashboard Built in Performance Point Presented in Sharepoint

28. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services Performance Point Dashboard Bar chart from MDX query Parameter driven - select All or one value Line chart from MDX query Parameter driven – ‘Multiselect’ – select All, Many, or Single

29. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services Performance Point Dashboard Two tables from MDX queries Shows Top Projects by Dollars in Dollar descending order for selected time period Chart & Table on single Dashboard Both MDX driven Both from same parameter

30. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services PPS Dashboard populated by Excel via Excel Services Pivot Table of Quarters & Overhead Categories created in Excel Parameter driven - select Year Combination Bar & Line chart created from Pivot Table Note separate Axis for disparate quantities Parameter driven – select one or many Counties

31. Microsoft Office Sharepoint Server, Performance Point Server & Excel Services PPS Dashboard populated by Excel via Excel Services Simple Bar chart with two items in data series Two parameters are used – Years and Clients Both parameters allow for ‘Multiselect’ – All, Many, or Single depending on user requirements

32. Additional Items Microsoft Access Used for data analysis Small scale data marts Reporting efficiencies Decision Support applications

33. Additional Items MS Access Event driven Imports standard text-delimited files from source systems Provides for display of data to unsophisticated users Generates text files subsequently imported by target production systems Provides prototypes for future development efforts

34. Additional Items MS Access This form accepts multiple user selected inputs Based on inputs it then generates two different text file formats Writes data to predefined location on user’s local drive

35. Additional Items MS Access Reports This form provides three parameters for user selection User is presented with list of Reports available Double-click to Preview the report

36. Additional Items MS Access Reports This Report is driven by parameters selected on previous forms. Report shows Call Center information and includes two charts and a table. Data shows trends for Weekly Calls Answered Average Call Time Average Wait Time

37. Conclusion Seeking opportunities to implement Microsoft Business Intelligence solutions Available in any location on short notice Please contact with any questions Tony von Gusmann 904.613.0506 [email_address]