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Tom Peters
B I Practice Lead
. .
Z Y Solutions Corporation
• The Challenge
– Getting to the required information quickly and accurately
to make decisions
• The Problem
– Too much information that is not in a consistent usable
format readily available to those who need it
• The Solution
– Business Intelligence
• Data
– Data store collection by individual applications
• Production systems
– Gathering of all data stores
• Data warehousing
• Presentation
– Scorecards & Dashboards
– Enterprise Reporting
– OLAP Analysis
– Advanced & Predictive Analysis
– Alerts & Proactive Notification
Do I Data Warehouse?
Do I Data Warehouse?
Do I Data Warehouse?
Do I Data Warehouse?
Do I Data Warehouse?
B.I. Terms
B.I. Terms
Types of OLAP
Geography
Products
MOLAP Manipulations Allow People To Slice- ROLAP Architecture Allows People To ‘Drill Anywhere’ in The
and-Dice a Subset of Data To View It from Many Entire Relational Database – Across All Dimensions and From
Different Perspectives Summaries To Transactional-level Detail
Metadata
Metadata
• Measure
– The product of one or more Facts
– Can be the result of a formula derived from the RDB or the B.I.
Tool analytical engine
– Examples
• Quantity
• Unit Price
• Count
• Quantity * Unit Price
• Average(Unit Price)
• Minimum(Quantity)
• Report Templates
• Filters
• Prompts
• Transformations
• Consolidations
• Drill Maps
• Hierarchy
Metadata
Location Master
PK Location
PK,FK2 SKU
PK,FK1 Location
Quantity
Invoice Line
Invoice Header
PK,FK2 Invoice Number
PK Invoice Number PK Line Number
Metadata
Location Master
PK Location
PK,FK2 SKU
PK,FK1 Location
Quantity
Invoice Line
Invoice Header
PK,FK2 Invoice Number
PK Invoice Number PK Line Number
Location Master
PK Location
PK,FK2 SKU
PK,FK1 Location
Quantity
Invoice Line
Invoice Header
PK,FK2 Invoice Number
PK Invoice Number PK Line Number
Metadata
Location Master
PK Location
PK,FK2 SKU
Customer PK,FK1 Location
Quantity
Inventory Customer
Item Master Item SKU
Location SKU Master
PK Customer Number PK,FK1 Item Number
PK Item Number PK SKU
PK,FK2 SKU
Customer Name
Item Description
Customer Address
Stock
Keeping
Unit
Invoice Line
Invoice Header
PK,FK2 Invoice Number
PK Invoice Number PK Line Number
Metadata
Location Master
PK Location
PK,FK2 SKU
Customer PK,FK1 Location
Quantity
Dimensions
Stock
Keeping
Unit
Invoice Line
Invoice Header
PK,FK2 Invoice Number
PK Invoice Number PK Line Number
Location Master
PK Location
PK,FK2 SKU
Customer PK,FK1 Location
Quantity
Dimensions
Inventory Customer
Item Master Item SKU
Location SKU Master
PK Customer Number PK,FK1 Item Number
PK Item Number PK SKU
PK,FK2 SKU
Customer Name
Item Description
Customer Address
Stock
Keeping
Unit
Invoice Line
Inventory Invoice Header
PK,FK2 Invoice Number
Quantity PK Invoice Number PK Line Number
Invoice
Quantity
Invoice
Unit Price
Metadata
Location Master
PK Location
PK,FK2 SKU
Customer PK,FK1 Location
Quantity
Dimensions
Inventory Customer
Item Master Item SKU
Location SKU Master
PK Customer Number PK,FK1 Item Number
PK Item Number PK SKU
PK,FK2 SKU
Customer Name
Item Description
Customer Address
Stock
Keeping
Unit
Invoice Line
Inventory Invoice Header
PK,FK2 Invoice Number
Quantity PK Invoice Number PK Line Number
Invoice
Quantity
Invoice
Unit Price
Metadata
Location Master
PK Location
PK,FK2 SKU
Customer PK,FK1 Location
Quantity
Dimensions
Stock
Keeping
Unit
Invoice Line
Inventory Inventory Invoice Header
PK,FK2 Invoice Number
Quantity Quantity PK Invoice Number PK Line Number
Invoice Invoice
Quantity Quantity
Invoice Invoice
Unit Price Unit Price
Location Master
PK Location
PK,FK2 SKU
Customer PK,FK1 Location
Quantity
Dimensions
Inventory Customer
Item Master Item SKU
Location SKU Master
PK Customer Number PK,FK1 Item Number
PK Item Number PK SKU
PK,FK2 SKU
Customer Name
Item Description
Customer Address
Stock
Keeping
Unit
Invoice Line
Inventory Inventory Invoice Header
PK,FK2 Invoice Number
Quantity Quantity PK Invoice Number PK Line Number
Invoice Invoice
Quantity Quantity
Invoice
Revenue
Invoice Invoice
Unit Price Unit Price
Metadata
Location Master
PK Location
PK,FK2 SKU
Customer PK,FK1 Location
Quantity
Dimensions
Inventory Customer
Item Master Item SKU
Location SKU Master
PK Customer Number PK,FK1 Item Number
PK Item Number PK SKU
PK,FK2 SKU
Customer Name
Item Description
Customer Address
Stock
Keeping
Unit
Invoice Line
Inventory Inventory Invoice Header
PK,FK2 Invoice Number
Quantity Quantity PK Invoice Number PK Line Number
Invoice Invoice
Measures Quantity Quantity
Invoice
Revenue
Invoice Invoice
Unit Price Unit Price
– Compound
primary key Sales
Quantity
Unit Price
Territory Warehouse
• Snowflake Schema
– Variation on the
star schema
– Very large
dimension tables
are normalized
into multiple
tables
• Extract
– Data extraction and staging
• Minimize impact on production data sources
• Transform
– Convert to format required by data warehouse
• Cleanse data to ensure accuracy
• Validate primary keys against defined owner
• Convert to different numbering schema
• Load
– Load data to data warehouse
• Follow guidelines as outlined by data warehouse
ETL Tools
• Vendor tools
– Informatica
– DataMirror
– SAS ETL Solutions
• Microsoft
– SQL Server 2000
• Data Transformation Services (DTS)
– SQL Server 2005
• SQL Server Integration Services (SSIS)
Deployment Objectives
• Ease of administration
– One metadata layer definition shared by all 5 styles of BI
– One administrative interface for all 5 styles of BI
• Ease of deployment
– Zero foot print web interface
• Ease of use
– User friendly / intuitive interface. Web, drag and drop,
context sensitive menus, user definable help text
– Business terms familiar to the organization deploying
solution
MicroStrategy
Notification
Scorecards
Advanced
Reporting
Analysis
OLAP
Integrated Backplane
Services Oriented Architecture
Other BI
Range of Metadata MicroStrategy Technologies
DATA ABSTRACTION
Attributes Reusable
Facts Components
Tables
Aliases
Development Efficiency
MicroStrategy Architecture
MicroStrategy Office
MicroStrategy
Web
Web Services
MicroStrategy Intelligence Server
HTTP MicroStrategy OLAP Services
MicroStrategy Report Services
TCP/IP MicroStrategy Narrowcast Server
ODBC
SMTP/SMS
/Portal Metadata Warehouse
Web Browser
Printer Web Browser Web Browser
Fax
HTTP HTTP
HTTP
Mobile
SMTP/
E-Mail
SMS/
Portal Web
Services
SMTP/
SMS/
MicroStrategy Desktop Portal Web
MicroStrategy Architect Services
MicroStrategy Administrator
Web
Services
Web
TCP/IP
TCP/IP Server
MicroStrategy Desktop MicroStrategy Intelligence Server
MicroStrategy OLAP Services
MicroStrategy Report Services
ODBC
MicroStrategy Narrowcast Server
e
ta
us
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ODBC
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MicroStrategy
da
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Intelligence
M
Server
MicroStrategy Architecture
Interactive Demonstration
Tom Peters
tpeters@zysolutions.com
(847) 487-2300, x204