SUBHEAD OR DATELINE CAN GO HERE

Business Intelligence

At

Insight

About Insight

Established in 1988

Premier single source provider of IT products and services

Fortune 1000 company with 4,500 employees

Headquartered in Tempe, AZ with many locations throughout the U.S.

International presence in Canada and the United Kingdom

Over 200,000 name brand products from over 1700 Manufacturers

Specialize in complete IT lifecycle services

On Completion you will:

Know what Insight used prior to BW (Business Warehouse)

Understand the existing architecture in the BWDSS (Business Warehouse & Decision Support System) environment

Understand the main reports and tools contained in BWDSS environment

Be able to create a simple query through BW

Goals of Presentation

Prior to BW

MAX – IMS BASIC based system– Data stored in Flat files

Data mining tools– Excel– Access

Problems– Reports were saved locally– Reports were not consistent

Current System Architecture

SAP R/3

System

SAP BW

SystemMaster Data & Transaction Data Updates

– SAP BW ( Business Warehouse)

Used as the extraction point for external reporting data Used as an On-Line Analytical Processing (OLAP) server

for analysis Not real-time; feeds done nightly Data extracted, cleaned, and transformed into queryable

objects

Current System Architecture - contd

– DSS ( Decision Support System)

Relational database fed from BW, Symposium, and other sources

Not real-time; same schedule as BW Back-end for Reportzone

Current System Architecture - contd

– Reportzone

An Active Server Pages web application for visibility into DSS system

Provides quick, canned reports company-wide Transparent security model with no need for logging in

Current System Architecture - contd

– Technical

Needed to distribute load due to 1500 users

Each environment serves a different purpose:– BW – Ability to analyze large amounts of data without having

to know how to write SQL– DSS – Ability to manipulate data and run complex queries

against multiple data sets without BWDSS team to model data in advance

– Reportzone – Quickly display data for ease of use

Rationale behind architecture

Business Supports three distinct types of users:

– Technical Users – adhoc reporting, somewhat complex queries

– Power Users – analysis, easy access to large volumes of data

– Casual Users – spoon feed users information that is deemed appropriate

Rationale behind architecture

Data Extraction Procedure

Setup the extraction structures– A structure is a definition of the layout of the Data elements

pertaining to a specific Transaction ( like sales Order)

Make Structures available in both the Source and the Target systems

Setup periodic jobs to send Data from R/3 to BW.

Also setup change pointers – for change documents

Sales Orders– Order Header and Line item details

Deliveries– Order Delivery details

Invoices– Invoice Header and Line item details

Customers– Customer master details

Materials– Material Master and Virtual Sourcing Data

Symposium / Avotus ( Phone System)– Only through DSS– Call summary data and call detail data

Data Available

– Commission Recap – Quick access to commissionable invoices by day.

– Performance Recap – Rep scorecard, includes variety of metrics in addition to commissionable GP.

– Customer Purchase Reports – Quote / Order / Invoice history for a customer.

– Top 50 Reports – Displays top 50 customers, materials, material groups, material pricing groups, and manufacturers for both MTD and yesterday.

– Flash – Product Manager scorecard for determining revenue and GP on a monthly basis, relative to budgets they assign themselves

Reports Available

– Contest Reports – Simplified reporting wizard to query data for contest purposes

– Sales Query – Simplified query tool for reps to search for sales in their owned accounts

– Call Lists – Tool for Analytics team to build a call list out of a rep’s book and get that list back to sales

– Cost Adjustments – Tool to allow the Sales floor to put in cost adjustment requests that work their way through an approval process up to Accounting

– Inter-Company Referral Tool –it allows the COE (Center of Excellence) groups to communicate with the Sales floor

Reports Available - contd

Three types of users in BW:– Technical Team– Power Users– Casual Users

Technical Team will create and save queries that are not editable by anyone else. Used to control information for certain types of reports (such as 10Q/K)

Power Users have the ability to create queries and modify any query other than those created by the Technical Team. This will be most of the ISBAs, and ultimately will include FBAs and Department Power Users.

Casual Users only have the ability to run queries that someone else has created. This will be people that are not trained on the system, but may need access to do some things adhoc if necessary.

User Profiles

ODS

– Stands for Operational Data Store, which really means it is a flat structure, i.e. a database table

– These are the foundations for a cube, and ultimately provide the granularity behind the cube data

– Fully queryable, just like a cube

Objects to Query

Cubes– Multi-dimensional structures created to allow fast access to mass

amounts of information.– Structured around two key concepts: Key Figures and Characteristics

Examples of Key Figures: Revenue, Cost, Quantity, Number of Invoices

Examples of Characteristics: Sales Organization, Sales Office, Payment Term, Sales Person

– Characteristics in BW are known as Dimensions in other Data Warehousing tools

– In BW, a group of characteristics comprise a “Dimension” Example: We group the following characteristics into a Dimension

called “Organization”: Company code, Sales Office, Sales Organization, Sales Group

Objects to Query - contd

BEX (Business Explorer Analyzer )Analyzer

– Can be run through a variety of mediums, Like Excel/Access– User-friendly drag and drop tool, doesn’t require knowledge

of underlying structure of the data, or any coding

Demo of a Query from BW

The BEX runs via Excel . The only difference initially is the BEX toolbar:

Demo of a Query from BW - contd

Click on the far left icon (the open folder) and select Queries:

Demo of a Query from BW - contd

We will then see things based on the access level of the user (in this example, we have logged in as an SD ISBA (Sales & Distribution IS business Analyst).

Click on the white paper in the tool bar at the top right to create a Query

Demo of a Query from BW - contd

We get a choice to what we want to query. As an example, if we want to see invoiced sales (revenue) by sales organization since 1/1/04.

To get there, we will go to the Sales and Services InfoArea (selected below).

Demo of a Query from BW - contd

We navigate to the Sales and Dist folder off the Sales and Services area, and it gives us the available queryable objects in this folder.

Demo of a Query from BW - contd

Since our example was regarding Invoices, we know to navigate to the “Cube” labeled “Invoices” and double-click.

Note the different icons on each type of object.

Demo of a Query from BW - contd

We are now presented with the actual query designer. This is the drag-and-drop tool used to query BW data.

Demo of a Query from BW - contd

Areas of the query designer:

– Left Window Pane includes the objects available to select in your query. It is organized by Key Figures (numerical values) and Dimensions (areas of characteristics).

– Filter: allows you to reduce the records returned, using any field you would like, except for the ones you select in the other areas.

Demo of a Query from BW - contd

Areas of the query designer:

– Free Characteristics allow us to select characteristics that we might not want to include in our initial query, but might need to in the future, allowing us to not have to go back to the designer to do so.

– Rows and Columns: defines the x and y axes of your query. They will behave the same. Note, we must include at least one Key Figure and one characteristic for a query to work.

Demo of a Query from BW - contd

In our example, we want invoiced revenue by sales organization since 1/1/04. Thus, we will need sales organization characteristic, the product revenue key figure (what we’re trying to measure), and a filter on billing date.

As listed on the right, we can drag and drop from the left window pane to the appropriate areas on the right.

Demo of a Query from BW - contd

To set the date filter, the calendar day characteristic can be dragged and dropped under the filter. Then right-clicked and choose “Restrict”.

Demo of a Query from BW - contd

This window is the filter selection window whether it’s calendar date or any other characteristic.

We choose a date and use the blue arrow in the middle to add it to the right selection window.

Then hit OK, to add it to the query.

Demo of a Query from BW - contd

Now, we are ready to save and run the query.

Click on the green execute button in the tool bar:

Demo of a Query from BW - contd

If only we want ourselves to be able to see this query going forward, we can save it in favorites.

Otherwise, we can click on the Roles button on the left. We will then be presented with the Roles areas we have access to save things to. In this example, we are SD ISBA’s (aka Power Users), thus we only see that Role area.

Demo of a Query from BW - contd

At the bottom, enter both a Description and a Technical Name. The Description can be whatever we want.

The technical name, however, needs to ALWAYS start with a “Z”.

Enter the values at the bottom and click the SAVE button.

Once we save it, the query will execute by launching us back into excel.

Demo of a Query from BW - contd

This gives our results window, which will look like a regular excel formatted spreadsheet. (It isn’t, but it looks like one!)

As our query specified the Sales Organization in the Rows pane of the query designer, this will be located on the x-axis.

Since we only specified one key figure (Product Revenue) on the Columns pane (the y-axis), these will show as such:

THAT’S THE ENTIRE QUERY!!!!

Demo of a Query from BW - contd

We could add additional characteristics, you could format it into a chart to present, etc.

Let’s say we want first by Sales Organization then by Sales Office. We could modify the query appropriately (adding the Sales Office characteristic to the columns pane via the query designer), and this would be the result:

Notice the sales offices across the top of the results.

Demo of a Query from BW - contd

Usage of the new Data Mining tools

Marketing Data Analysis Manager’s Cockpit Sales Out reporting Order Flow reporting Order Fulfillment reporting Commission reports

Reports to be developed in the Future

Gross Profit analysis Market Analysis Market Segment Sales Analysis Sales Forecasting Budgeting Strategic decision Making Center Excellence performance analysis