Pragmatic Works’
<ul><li>Approximately 10% of your user population will learn how to build ad hoc queries </li></ul><ul><li>This means you ...
<ul><li>Mentor customer in producing, loading and reporting against a data warehouse </li></ul><ul><li>Mentor customer in ...
<ul><li>Functioning, documented, prototype of YOUR BI/data warehouse solution </li></ul><ul><li>Your staff mentored on MS ...
<ul><li>Activities </li></ul><ul><ul><li>Review existing database diagrams </li></ul></ul><ul><ul><li>Preliminary meeting ...
 
<- Low  Feasibility  High-> <-Low  Business Impact  High-> Customer Profitability Product  Utilization Product Promotions ...
<ul><li>Data Separated into fact and dimension tables </li></ul><ul><li>Dimension tables answer the pivot or where clause ...
<ul><li>Activity: </li></ul><ul><ul><li>Finish data model for fact tables and related dimensions </li></ul></ul><ul><ul><l...
<ul><li>Source System (relational) </li></ul>5- Data Warehouse ETL (SSIS)
<ul><li>Activities </li></ul><ul><ul><li>Demonstrate SSAS functionality using POC warehouse </li></ul></ul><ul><ul><li>Dem...
<ul><li>Activities </li></ul><ul><ul><li>Demonstrate SSRS report writing using cubes </li></ul></ul><ul><ul><li>Demonstrat...
<ul><li>Deliverables </li></ul><ul><ul><li>Sample SSRS report using the cube and the data warehouse </li></ul></ul><ul><ul...
<ul><li>Activity </li></ul><ul><ul><li>Review week's findings (with stake holders)  </li></ul></ul><ul><ul><li>Review best...
 
Milestone Timeline Owner(s) Clean Source System Iteration 1 Data Entry Finalize Bus Matrix Iteration 1 Business and IT sta...
<ul><li>SQL Server 2008 (or 2005) enterprise, developer, or evaluation edition </li></ul><ul><li>Each participant needs a ...
<ul><li>Terri Mottram </li></ul><ul><li>Territory Account Manager </li></ul><ul><li>New York & New Jersey </li></ul><ul><l...
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Business Intelligence Quick Start

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  • Brian Intro Good Morning and Welcome to the Tuning and Scaling portion of the week of warehousing. We have had a tremendous week of persentations and demos and if you’ve been lucky enough to be with us all week, I hope you are getting hat your expected and more from our experts.
  • Business Intelligence Quick Start

    1. 1. Pragmatic Works’
    2. 2. <ul><li>Approximately 10% of your user population will learn how to build ad hoc queries </li></ul><ul><li>This means you must build applications to provide access to the other 90% </li></ul><ul><li>IT typically has a huge back log of reports to develop, which creates a large expense </li></ul>
    3. 3. <ul><li>Mentor customer in producing, loading and reporting against a data warehouse </li></ul><ul><li>Mentor customer in avoiding common performance and project pitfalls </li></ul><ul><li>Design core schema for small prototype data warehouse </li></ul><ul><li>Delivery of sample ETL, report and cube against the prototype warehouse </li></ul>
    4. 4. <ul><li>Functioning, documented, prototype of YOUR BI/data warehouse solution </li></ul><ul><li>Your staff mentored on MS BI stack, best practices, and tools for doing the job right </li></ul><ul><li>Best of breed BI developer tools (1 licence each of: BI xPress, TaskFactory, BI Documenter) </li></ul><ul><li>Post engagement remote BI mentoring and support (2 hrs) </li></ul>
    5. 5. <ul><li>Activities </li></ul><ul><ul><li>Review existing database diagrams </li></ul></ul><ul><ul><li>Preliminary meeting with stakeholders to review report </li></ul></ul><ul><ul><li>Brainstorm and whiteboard database diagram for warehouse (high-level) </li></ul></ul><ul><li>Deliverables </li></ul><ul><ul><li>Bus Matrix of the requirements </li></ul></ul><ul><ul><li>Feasibility and Prioritization Worksheet </li></ul></ul><ul><ul><li>Conceptual database diagram for data warehouse </li></ul></ul>
    6. 7. <- Low Feasibility High-> <-Low Business Impact High-> Customer Profitability Product Utilization Product Promotions Inventory Levels Product Promotions Product Returns
    7. 8. <ul><li>Data Separated into fact and dimension tables </li></ul><ul><li>Dimension tables answer the pivot or where clause </li></ul><ul><ul><li>Make as wide and descriptive as possible </li></ul></ul><ul><ul><li>Surrogate keys operate as unique ID for each row </li></ul></ul><ul><ul><li>Keep surrogate keys as small as possible </li></ul></ul><ul><li>Fact tables answer the what or select statement </li></ul><ul><ul><li>Intersect all dimension tables </li></ul></ul><ul><ul><li>Surrogate keys from each dimension in this table </li></ul></ul><ul><ul><li>Measures are the “what” like Price, Quantity, Duration </li></ul></ul>
    8. 9. <ul><li>Activity: </li></ul><ul><ul><li>Finish data model for fact tables and related dimensions </li></ul></ul><ul><ul><li>Create physical diagram and create database in SQL Server </li></ul></ul><ul><ul><li>Create high-level mappings of targets for the week </li></ul></ul><ul><li>Deliverable: </li></ul><ul><ul><li>Prototype data warehouse with fact tables and a few related dimensions </li></ul></ul><ul><ul><li>SSIS for loading fact tables and dimensions w/ best practice monitoring & notification framework. </li></ul></ul>
    9. 10. <ul><li>Source System (relational) </li></ul>5- Data Warehouse ETL (SSIS)
    10. 11. <ul><li>Activities </li></ul><ul><ul><li>Demonstrate SSAS functionality using POC warehouse </li></ul></ul><ul><ul><li>Demonstrate KPI functionality using sample SSAS cube </li></ul></ul><ul><li>Deliverables </li></ul><ul><ul><li>Prototype SSAS cube for demonstration purpose </li></ul></ul>
    11. 12. <ul><li>Activities </li></ul><ul><ul><li>Demonstrate SSRS report writing using cubes </li></ul></ul><ul><ul><li>Demonstrate SSRS reports against a typical drill-down data warehouse </li></ul></ul><ul><ul><li>Connecting Excel to Cubes </li></ul></ul><ul><ul><li>Dashboards and KPI’s (with Performance Point if available) </li></ul></ul><ul><ul><li>Create professional quality documentation set for prototype solution. </li></ul></ul>
    12. 13. <ul><li>Deliverables </li></ul><ul><ul><li>Sample SSRS report using the cube and the data warehouse </li></ul></ul><ul><ul><li>Documentation set for prototype BI solution </li></ul></ul>
    13. 14. <ul><li>Activity </li></ul><ul><ul><li>Review week's findings (with stake holders) </li></ul></ul><ul><ul><li>Review best practices </li></ul></ul><ul><ul><li>Transition of knowledge to other staff members not in Quick Start session via an internal meeting </li></ul></ul><ul><ul><li>Review procedure for post engagement BI mentoring and support </li></ul></ul><ul><li>Deliverable: </li></ul><ul><ul><li>Next steps roadmap </li></ul></ul><ul><ul><li>Start high-level project plan with client guidance </li></ul></ul>
    14. 16. Milestone Timeline Owner(s) Clean Source System Iteration 1 Data Entry Finalize Bus Matrix Iteration 1 Business and IT stakeholders Logical Data Model Approved Iteration 1 Business and IT stakeholders
    15. 17. <ul><li>SQL Server 2008 (or 2005) enterprise, developer, or evaluation edition </li></ul><ul><li>Each participant needs a workstation with the Business Intelligence Development Studio (BIDS) installed </li></ul><ul><li>Access to the data sources that customer requires for project </li></ul><ul><ul><li>Ideally, this should be scoped to a single source or a simple two sources </li></ul></ul><ul><li>Access to stakeholder(s) who has requested the reports (typically for 4-6 hours) </li></ul><ul><li>100% access to a technical resource(s) to mentor and do hand off to </li></ul><ul><li>Overhead PC screen projector </li></ul><ul><li>24 x 7 caffeine source! </li></ul>
    16. 18. <ul><li>Terri Mottram </li></ul><ul><li>Territory Account Manager </li></ul><ul><li>New York & New Jersey </li></ul><ul><li>Office: 617.326.3881 </li></ul><ul><li>Email: [email_address] </li></ul><ul><li>Web: www.PragmaticWorks.com </li></ul>

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