Microsoft Business Intelligence

Presented by: Jose Chinchilla, MCITP

Jose Chinchilla MCITP: Database Administrator, SQL Server 2008

MCITP: Business Intelligence Design and Implementation, SQL Server 2008

President & CEO, Agile Bay, Inc.

President, Tampa Bay Business Intelligence User Group

“DBA by accident, BI Developer by chance, Geek by Choice”

Blog: http://www.sqljoe.com

Twitter: http://www.twitter.com/sqljoe

Linked-in: http://www.linkedin.com/in/josechinchilla

Email: jchinchilla@sqljoe.comjchinchilla@agilebay.com

Agenda• Terms and Acronyms

• Business Intelligence & Data Warehouse• Lifecycle for Decision Support Systems• BI & DW Define• ETL, Analysis, & Presentation Layers• Microsoft Toolset for BI & DW

• The Business Intelligence Roadmap: • How to start the Business Intelligence journey?• The Business Intelligence Maturity Stages

• Top 5 rules of wisdom for Business Intelligence success

• Demo: SSIS, SSAS, SSRS, PowerPivot

• Q&A

Terms & AcronymsBI: Business Intelligence

ETL: Extract, Transform & Load

DW: Data Warehouse

KPI: Key Performance Indicator

Fact: A business measurement

Measure: A quantifiable business process

Dimension: Breakdown measures according to an area of interest

Attribute: Characteristics that makeup a dimension member

OLTP: On-Line Transactional Processing

OLAP: On-Line Analytical Processing

Cube: Data structure that groups measures, dimensions, KPIs, data mining models, perspectives

Metadata: Data about data

Granularity: Level of detail or summarization of the data

SCD: Slowly Changing Dimensions

Alternate Key: Unique key from data source

Surrogate Key: Unique key in the data warehouse

Typical Business Intelligence Lifecycle

What is Business Intelligence ?

“BI results when organizational culture, business processes and technologies are designed and implemented with the goal of improving the strategic and operational decision-making capabilities of a wide range of internal and external stakeholders.”

- International Data Corporation (IDC

“BI results when organizational culture, business processes and technologies are designed and implemented with the goal of improving the strategic and operational decision-making capabilities of a wide range of internal and external stakeholders.”

- International Data Corporation (IDC

Culture, processes and technologies to improve decision making for stakeholders.

What Business Intelligence is not !

Application

Tool

Department

Project

Report Base

Archive

IT Service

Solution

Suite

Interdepartmental Team

Continuous process

Knowledge Base

Actionable Information

Business Asset

What it is not… What it is…

The Data Warehouse

A data warehouse is a central repository for all or significant parts of the data that an enterprise's various business systems collect.

- Bill Inmon

A data warehouse is a central repository for all or significant parts of the data that an enterprise's various business systems collect.

- Bill Inmon

Data Warehouse: central repository for all significant data that an enterprise collects

Small OLTP database

Business Issue: A customer’s order was seriously delayed.

Manager: Why?Order Fulfillment: Supplier issue.

Simple Business Question:Who was our product supplier?

1

23

4

Small OLTP database

Large OLTP database

1

23

4

5

6

7

8

9

1011

1228

33

42 89

Manager:Where’s my data?

DBA:Query still running.

Ralph Kimball Bill Inmon

Data Warehouse: Data Model

Star Schema Snowflake Schema

Vs.

Star Schema

1 to Many

Data Model: Snowflake Schema

1 to Many to Many

The OLAP Cube

Fact:37 Lemons were sold during April in our Chicago stores.

Measure: Units sold

Dim

ensi

on

: P

rod

uct

Dimension: Time

Dim

ensi

on: G

eogr

aphy

3 Layers of BI &

The Microsoft Toolset

Data Warehouse: ETL

One or many data marts

One or many data sources

One or many uses

The Microsoft Toolset

Presentation• SQL Server Reporting Services• SharePoint • Performance Point• Excel• PowerView (Crescent)

Analysis• SQL Server Analysis

Services• PowerPivot

E.T.L• SQL Server Integration Services• SQL Server Database Services• Excel

How to start?

Where to start?

* Information Management

BI Maturity Stages

Right Presentation to Right Audience

5 Rules of BI Wisdomfor Success

Who is your sponsor?

Technology adequate for the skillsets?Skillsets adequate for the technology?

What makes BI successful?

Tool?

Tool Features?

Content!

Bobby, where’s my !@$%&

report ?

Are empowering users ?

Are you missing any part of the puzzle?

Consultant

Demo:

1. SSIS2. SSAS3. PowerPivot4. SSRS