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An introduction to the
Microsoft BI Stack
Dr. John TunnicliffeBusiness Intelligence Consultant
Why are you here?I am here because...
I am a geek too I live next door & just popped in My wife wanted me out of the house today I heard the sheep in Wales were good looking I am looking for a new job I want to get paid more I want to add value to my organisation I want to deliver the right information at the right
time to the right people so they can act
Agenda
Introduction Analysis Services and Excel 2007
Demo – building and browsing a cube SSRS & Report Builder 2.0
Demo – building a report with RB2 SharePoint 2007 BI Features PerformancePoint Services Essential BI Books
What is BI?
“An interactive process for exploring and analysing structured, domain-specific information ... to discern business trends or patterns, thereby deriving insight and drawing conclusions.”
Gartner
SQL Server BI Components
SharePoint BI Components
Analysis Services OLAP
How it work?
Cube has to be ‘processed’ before any data appears Processing reads data from relational data source
Takes a copy of the data and stored in proprietary format Creates aggregations
Cube only gets new data when re-processed Processing can be done at several levels / ways
Full OLAP database Individual Dimension or Partition
Typical Analysis Services Implementations
Data Warehouse Architecture
Typical Analysis Services Implementations
Operational System Architecture
Cube built on operational system e.g. Finance / HR / CRM
Two processing models Passive Proactive caching
Hints and tips Build a data-mart Don’t build a historical cube Heavy load?
Analysis Services OLAP
Key Concepts
Dimensions Criteria by which user’s wish to sliced and dice the data
Measures / Facts Numerical data
User-hierarchies Provide drill-down paths
Member properties Provide metadata about data
Drill-through See underlying data
Let’s just see it in action...
Analysis Services
Hints and Tips
Get your facts right! Don’t simply make your OLTP data into a fact Focus facts on specific business problems
Get your data clean! Start simple and build from there Build cube on views
Create one schema per cube Follow best practice hints
VS2008 shows hints while building cube For SQL 2005 use Microsoft Best Practice Analyser 2.0
Creating a Headcount Fact
Source Table
Creating a Headcount Fact
Model 1
Creating a Headcount Fact
Model 2
Let’s BUILD it...
Reporting Services
Supports T-SQL & MDX data sources Reports developed with Visual Studio (BIDS)
VS2005 for SQL Server 2005 VS2008 for SQL Server 2008
Ensure you have the latest service pack ! Visual Studio & SQL Server (even on client)
Develop MDX in SSMS first!
Report Builder 2.0
Plug-in for SSRS 2008 Did not ship with RTM Requires separate download & installation on server Change URL in Report Manager Site Settings
For user ClickOnce deployment from Report Manager Office 2007 Interface Provides Ad-Hoc Reporting Easy to use, especially with cubes
Let’s SEE it...
What is a dashboard?
“Visual display of the most important information needed to achieve one or more objectives which fits entirely within a single computer screen so it can be monitored at a glance”
Stephen Few, Information Dashboard Design
Dashboard Design
Example dashboard
Dashboard Design
Example dashboard
SharePoint BI Components
SharePoint BI Components
SSRS in Integrated Mode
Reports published to document library User clicks ‘document’ and it runs report Developer publishes to document library
Provides version control !!
Integrated security Report Manager becomes redundant “My Reports” feature not available
Report Viewer web part allows reports to be placed on any web page
Manage subscriptions Subscriptions can be published to a SharePoint document library
SharePoint BI Components
Excel Services
Excel 2007 only Office Open XML (OOXML) file format Publish menu option
Excel Calculation Servers (ECS) Loads workbooks Refreshes external data Recalculates with ‘full fidelity’
Excel Web Access (EWA) DHTML web part for viewing Excel spreadsheets Display named areas / objects
Excel Web Services (EWS) Develop custom applications based on Excel workbooks
SharePoint BI Components
Data Connections Library
Publish ‘trusted’ connections Central store for database connections
OLAP or relational connections Fundamental to Excel Services
Must utilise ‘trusted’ connections in order for the ECS to refresh data
SharePoint BI Components
KPI Web Part
Data sources Manually entered data SharePoint lists Excel workbooks KPIs published in OLAP Cube
SharePoint BI Components
Report Center
SharePoint BI Components
Useful non-BI features
Business Data Catalog (BDC) Publish relational data
Document Library Version control
Web Page web part Links web part Wiki
PerformancePoint Services
PerformancePoint Server 2007
A short history
PerformancePoint Server 2007 PPS Monitoring = Business Scorecard Manager 2005 PPS Analytics = ProClarity PPS Planning = new product
Product withdrawal announced Jan 2009 Support for PPS Planning withdrawn April 2009 Functionality of PPS Monitoring and Analytics to be rolled into
SharePoint 2010
PerformancePoint PlanningNov 2007 – April 2009
PerformancePoint Services
PerformancePoint Services = PPS Monitoring Rebranded after product withdrawal in Jan 2009
Get it now... Free with SharePoint Enterprise Edition Install PerformancePoint Monitoring SP2 supports SQL Server 2008 / WS2008
However, tricky installation
Get it in 2010... Monitoring & Analytics functionality rolled into SharePoint 2010
PerformancePoint Services
Dashboard Designer
Data Sources Indicators KPIs Reports Scorecards
Kaplan et.al. Dashboards
PerformancePoint Services
Examples
PerformancePoint ServicesExamples
PerformancePoint Services
Examples
SharePoint BI Components
Essential BI Books
General BI Information Dashboard Design, Stephen Few Building a Data Warehouse, Vincent Rainardi
PerformancePoint PerformancePoint Monitoring, Nick Barclay
Analysis Services Applied Microsoft Analysis Servers 2005 , Teo Lachev SQL Server 2008 MDX Step by Step, Smith/Clay Expert Cube Development, Chris Webb et. al.
Reporting Services Applied Microsoft Reporting Services 2008, Teo Lachev
Integration Services Microsoft Integration Services, Ken Hasleden
Thank you SQLBits