Delivering KPIs with Analysis Services

Delivering KPIs with Analysis Services

NZ BI User Group | Auckland | 26 March, 2013

Presenter Introduction

Peter MyersPeter MyersPeter MyersPeter Myers

BI Expert – Bitwise Solutions

BBus, SQL Server MCSE, MCT, SQL Server MVP

Experienced in designing, developing and maintaining Microsoft database and application solutions, since 1997

Focused on education and mentoring

Based in Melbourne, Australia

[email protected]

http://www.linkedin.com/in/peterjsmyers

Presentation Outline

Defining KPIs

KPI Data Requirements

Introducing Analysis Services

Defining Analysis Services KPIs

Delivering Analysis Services KPIs

� Excel and Excel Services

� Power View

� Reporting Services

� PerformancePoint Services

Defining KPIs

KPI = Key Performance Indicator

Quantifiable measurements comparing business performance to goals

Aligned with corporate strategy and objectives

Designed to drive desired behavior

Present a measure of overall organizational health when combined into a collection for a business scorecard

Defining KPIsExample

KPI Data Requirements

At minimum, a KPI requires an actual value and a target value

Ideally corporate data systems will deliver both values

Actuals are typically sourced from operational databases

Targets can be sourced from formal planning systems

� The absence of planning systems may involve:

� Maintaining target values in supplementary data stores

� Defining KPIs with fixed target values

Introducing Analysis Services 2012

Data ModelingData ModelingData ModelingData Modeling

� Delivers intuitive browsing and high

performance query results

� Encapsulates business logic, including KPIs

� Developed by using tabular or

multidimensional development approaches

� Are termed BI BI BI BI Semantic ModelsSemantic ModelsSemantic ModelsSemantic Models (BISMs)

Data MiningData MiningData MiningData Mining

� Discovers patterns in data

� Patterns can be used to surface knowledge about

data, and may be used for predictive analytics

Demonstrations

1. Introducing the Frosty Ice Cream company

2. Preparing the cube to store target values

3. Seeding target values based on historic actual values using:

� Simple factor

� Data Mining (Time Series)

4. Contributing target values by using Excel 2013


Analysis Services KPIs can be defined in multidimensional and tabular data models

� Multidimensional project cube

� Tabular model (including PowerPivot)


KPIs are defined as part of the cube definition

KPI properties:

� Value

� Goal

� Status

� Trend

StatusStatusStatusStatus and TrendTrendTrendTrend expressions should return a normalized value between -1 and 1

Multidimensional Development

� StatusGraphic

� TrendGraphic

� ParentKpiID

� Weight

� AssociatedMeasureGroupID

� CurrentTimeMember

MDX

expressionsAdditional

properties


KPIs are defined as part of the model definition

The ActualActualActualActual metric is based on an existing measure

The TargetTargetTargetTarget metric is either:

� An existing measure

� Absolute value

The StatusStatusStatusStatus metric is defined by setting thresholds, by using:

� Actual / Target (where a TargetTargetTargetTarget measure is defined)

� Actual (where an absolute value is defined)

Tabular Development


Optionally, descriptions can be defined for the KPI and its metrics

Note:

� Unlike multidimensional KPIs,

the TrendTrendTrendTrend metric cannot

be defined

Tabular Development (Continued)

Demonstrations

1. Defining KPIs in a cube

2. Defining a KPI in a PowerPivot workbook


Excel and Excel Services

Power View

Reporting Services

PerformancePoint Services


Add KPIs to PivotTables

Use the CUBEKPIMEMBER function to retrieve specific KPI properties

kpi_property:

� 1=Value, 2=Goal, 3=Status, 4=Trend, 5=Weight, 6=CurrentTimeMember

Share workbooks by using SharePoint Excel Services

Excel and Excel Services

=CUBEKPIMEMBER(connection, kpi_name, kpi_property, [caption])


Add KPI metrics to a table or matrix

Interactively sort the columns, including the status column

Power View


Retrieve KPI data by using the Analysis Services data provider

Present KPI values by using Gauges and Indicators

Reporting Services


Import KPIs

Add KPIs to scorecards

Embed scorecards into dashboards and enrich with analytic reports

PerformancePoint Services

Demonstrations

1. Delivering KPIs with:

� Excel and Excel Services

� Power View

� Reporting Services

� PerformancePoint Services

Summary

Analysis Services is a versatile product that can be used for performance management:

� Store and prepare actual and target data

� Encapsulate performance management logic as KPIs

KPIs can be defined in multidimensional and tabular data models

KPI target data can be:

� Forecast by using Analysis Services data mining

� Contributed by using cube writeback and Excel PivotTables (What-If Analysis)

KPIs can be delivered by using Excel, Power View, Reporting Services and PerformancePoint Services

Thank you

Delivering KPIs with Analysis Services

Documents

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