Tony Von Gusmann & MS BI

Tony von Gusmann

904.613.0506

[email protected]

Business Intelligence Portfolio

Tony von Gusmann Microsoft Business Intelligence

Presentation Contents

Goal

Background

Microsoft Business Intelligence Skills This section presents items created by Tony von Gusmann using MS BI SQL Server Integration Services SQL Server Analysis Services SQL Server Reporting Services Multi-Dimensional Expressions (MDX) Microsoft Office Performance Point Server Microsoft Office Sharepoint Server Excel Services

Additional Items


Goal

Implement Business Intelligence

Desire to utilize as much of Microsoft Business Intelligence toolset as possible

Location not important

Willing to travel as much as needed

Goal is industry independent


Background

Project Management ‘C’ level exposure. Projects include organization integration (M&A), software

development, and application implementation.

Financial Services Experience with Banks, Technology Service providers to Banks, and other

entities processing electronic payments.

Operations Used data and data-reporting tools to improve operational efficiency.


Background

Sample engagements include:

– Payment solution for State of Florida Dept. of Revenue (2005)

– Funds Transfer application for Scottrade (2008)

– Payment solution for CEMEX (2006)

– Application software sold by InteliData to Fiserv, Inc. (2001)

– Integration of Princeton eCom & Online Resources due to Online Resources purchase of Princeton eCom (2006)

– Integration of West One Bank, Oregon Commercial lines with US Bank, Oregon Commercial Lines (1996)


Microsoft Business Intelligence

SQL Server

Integration

Services


SQL Server Integration Services

Sample Control Flow Task

Description

Iteratively reads and processes text files

VB script used to count and store records

Email Notifications include record counts



Description

Script used to declare and store variables used in notification tasks.

Sample Script



Description

Screenshot of email generated by SSIS.

Includes Record Counts

Attached files of exception records

Email Notification



Description

Reads an Excel file data source

Counts Rows

Converts formats to SQL from Excel

Performs Lookups for validation purposes

Uses Conditional Split to identify New Records, Updated Records, Invalid Records

Adds new records to appropriate table

Updates changed records per business rules

Sample Data Flow Task



SQL Server

Analysis

Services


SQL Server Analysis Services

Description

Use BIDS to design the Data Source View (DSV)

DSV is then used within BIDS to build the OLAP cube

DSV design includes consideration of Fact, Dimension, and Hierarchy requirements

Data Source View Designer



Description

Used Cube Wizard to create the OLAP Cube

Results in modified Snowflake Schema shown

Hierarchy creation performed manually

Cube Designer



Hierarchy Creation and Modification

Description

Used Dimension designer to create Hierarchies not created by the Wizard



Calculated Measures

Description

Used the Calculations tab to create a variety of calculated measures.

Measure shown defines the Quarterly Percentage increase in Overhead

Based on previously defined calculated members – Previous Quarter Overhead Amount

Uses an Immediate If to handle Zeroes in the denominator



Key Performance Indicators - KPI

Description

Used the KPI tab to create several KPIs

Used MDX to define value expression

This places the KPI in the Cube

Available to end-users in presentation interfaces (e.g. Excel)

Automatically updated when data is added to cube



Partitions

Description

All Fact tables were partitioned to improve performance

Partitions were based on Year using SQL to define the partition.



Multi Dimensional

Expressions

MDX


Multi-Dimensional Expressions

MDX SampleDescription

MDX query to identify top three employees – based on hours worked – for each job

Displays jobs in alphabetical order, then employees in hours worked descending order


Multi-Dimensional Expressions

MDX Sample 2Description

MDX query to identify Materials purchased for each Job.

Also provides the Purchase amount by Materials Category

Display sorts by Job with largest purchase amount (descending order), then by Material Category (in hierarchy order)



SQL Server

Reporting

Services


SQL Server Reporting Services

SSRS Sample

Description

Data view at left shows MDX source for report

Layout view below

Features on this report include custom parameters and conditional formatting



SSRS SampleDescription

Image at left shows final report deployed to Sharepoint.

Image at bottom shows MDX query used to insure that the report defaults to the most recent quarter with financial data

More MDX used (not shown) to make parameter list sort in descending order – not the default order



SSRS SampleDescription

Image at left conditional formatting; in this case, RED if greater than 0, otherwise BLACK.

Conditional formatting syntax shown below – simple Immediate If



Microsoft Office SharePoint Server

Microsoft Office PerformancePoint Server

Excel Services


Microsoft Office Sharepoint Server, Performance Point Server & Excel Services

OLAP data used to:

Prepare KPI Dashboards in Performance Point

Prepare Charts and Tables in Performance Point

Prepare Charts and Tables in Excel, then published to Excel Services

All of the above was published for presentation in Sharepoint



KPI Dashboard

Built in Performance Point

Presented in Sharepoint



Performance Point Dashboard

Bar chart from MDX query

Parameter driven - select All or one value

Line chart from MDX query

Parameter driven – ‘Multiselect’ – select All, Many, or Single



Performance Point Dashboard

Two tables from MDX queries

Shows Top Projects by Dollars in Dollar descending order for selected time period

Chart & Table on single Dashboard

Both MDX driven

Both from same parameter



PPS Dashboard populated by Excel via Excel Services

Pivot Table of Quarters & Overhead Categories created in Excel

Parameter driven - select Year

Combination Bar & Line chart created from Pivot Table

Note separate Axis for disparate quantities

Parameter driven – select one or many Counties



PPS Dashboard populated by Excel via Excel Services

Simple Bar chart with two items in data series

Two parameters are used – Years and Clients

Both parameters allow for ‘Multiselect’ – All, Many, or Single depending on user requirements


Additional Items

Microsoft Access

Used for data analysis

Small scale data marts

Reporting efficiencies

Decision Support applications


Additional Items

MS Access

Event driven

Imports standard text-delimited files from source systems

Provides for display of data to unsophisticated users

Generates text files subsequently imported by target production systems

Provides prototypes for future development efforts


Additional Items

MS Access

This form accepts multiple user selected inputs

Based on inputs it then generates two different text file formats

Writes data to predefined location on user’s local drive


Additional Items

MS Access

Reports

This form provides three parameters for user selection

User is presented with list of Reports available

Double-click to Preview the report


Additional Items

MS Access

Reports

This Report is driven by parameters selected on previous forms.

Report shows Call Center information and includes two charts and a table.

Data shows trends for Weekly Calls Answered

Average Call Time

Average Wait Time


Conclusion

Seeking opportunities to implement Microsoft Business Intelligence solutions

Available in any location on short notice

Please contact with any questions

Tony von Gusmann

904.613.0506

[email protected]

Date post:	05-Aug-2015
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Tony Von Gusmann & MS BI

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