Module 01 Microsoft Business Intelligence

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Module Overview

Defining Business Intelligence Introducing the Microsoft BI Platform Introducing the BI Developers Toolset Introducing the Adventure Works Cycles Company

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Defining Business Intelligence

Understanding Business Intelligence Applying Business Intelligence Addressing Common Business Problems Integrated Reporting and Analytics

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Understanding Business Intelligence

Business intelligence (BI) is a broad category of application programs and technologies for gathering, storing, analyzing, and providing access to data to help enterprise users make better business decisions BI applications include the activities of decision support, query and reporting, online analytical processing (OLAP), statistical analysis, forecasting, and data mining

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Understanding Business Intelligence

Or put simply It is the application of knowledge derived from analyzing an organizations data to effect a more positive outcome

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Applying Business Intelligence

BI is used to Understand the health of the organization Collaborate on a shared view of business drivers Reduce the time to decision Its goal is often to Impact the bottom line by measuring specific operations

BI is no longer a luxury afforded Enhance competitivecompaniesit is by a few large advantage now considered an essential part of the IT portfolio
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Addressing Common Business Problems

Common Business Questions Common Information Problems Common Information Requirements

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Common Business Questions

How are the sales territories performing? How are the sales people performing? Which customers are likely to buy from us? What products do our customers buy together? What data-related problems might arise when answering these questions?

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Common Information Problems

Organizations have large volumes of related data stored in a variety of data systems, often in different formats Data systems may not
Be optimized for analytical queries Contain all the data required by design or by time Manage historical context Be available or accessible Employees may not have sufficient skills, tools, or permissions to query data systems
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Systems may not have universal definitions

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Common Information Requirements

Decision makers need Reliable, secure access to data to do their job effectively Flexibility in the ways they access data Tools to browse and analyze data and view reports Low time-to-impact; low latency query results

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Delivering Information to Decision Makers

DEMO 1

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Business Intelligence Solution Scenarios

Operational Reporting Provides improved access to existing data from operational systems Business Process / Activity Management Provides improved analysis and reporting capabilities for specific business processes or activities Data Mart / Integrated Reporting and Analytics Provides improved tools and access to business users of an application to enhance its value by improving decision making
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Integrated Reporting and Analytics

9: 8: 7: 6: Delivering 5: Manual useBI enables adata 4: Stagingmayvarious simplify query the data warehouse 3: The data warehouseto beto the data cleanse dirty contention 2: Data sourcesaccessdataprocesspopulated from population 1: Clients needaccess periodicallydatatowarehousedata sources warehouse is tools sourcesof continuous business cleansing be mirrored/replicated to reduce data areascan may may manages required for analyzing and directly improvement reporting Data Warehouse Data Sources Data Marts Staging Area

Client Access Manual Cleansing Microsoft Developer & Client Access

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Source Systems

Process real-time transactions Contain data structures optimized for modifications

Normalized schema Minimal indexing strategy Usually provide limited decision support Are commonly referred to as: Online transaction processing (OLTP) systems Operational systems
HR Finance Inventory

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Silos of Data
Call Center CRM Web Apps

Finance
Data Warehouse

Inventory

HR

ERP

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Data Warehouse Characteristics

Data warehouse systems Present data for business analysis processes Commonly store data in subject-specific stores called data marts Contain structures optimized for rapid ad hoc information retrieval Combine valid source data Integrate data from heterogeneous source systems Provide a consistent historical data store
Module 02 will cover the schema design of data marts

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Extract, Transform, and Load

1. 2.

Extract data from the source systems Transform the data to convert it to a desired state Load the data into the data warehouse

3.

ETL

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Analytical Systems

Multidimensional databases are also called online analytical processing (OLAP) databases and
Contain structures optimized for rapid ad hoc information retrieval Pre-calculate and store aggregated values Include calculation engines for fast, flexible transformation of base data Are designed to reveal business trends and statistics not Product directly visible in the data retrieved from a data warehouse Sales Finance Association

Data mining models discover patterns in data, typically for prediction analysis

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Client Access
Client access and distribution mechanisms can include: Static report viewers and browsers Ad hoc query tools Report writers Modeling applications Scorecard applications
What Portals and dashboards happened? What is Delivering data is a process of continuous happening? Why? What will happen? business improvement: What do I want to Monitor happen? Feb-2008

Analyze

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Introducing the Microsoft BI Platform

Microsofts BI Strategy and Vision The Microsoft BI Platform Microsoft SQL Server 2008 2007 Microsoft Office System Microsoft-Based BI Solutions

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Microsofts BI Strategy and Vision

To improve organizations by providing business insights to all employees, leading to better, faster, more relevantdecisions

Microsoft has a long-term commitment to delivering a complete and integrated BI offering SQL Server has led innovation in the BI space for more than a decade There is widespread delivery of intelligence through Microsoft Office The platforms are Feb-2008 Microsoft Developer & enterprise-grade and

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Microsoft BI Platform Integration

Integrated Powerful BI Solution Cost Effective Fast Time-to-Market Performance Choice of Integration Points Management

Information Worker Platform Enterprise Grade Pervasive Integrated Data Platform Flexible Full Featured Interoperable Feb-2008 Microsoft Developer & Extensible

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Microsoft SQL Server 2008

SQL Server 2008 BI Platform SQL Server 2008 Editions

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SQL Server 2008 BI Platform

Integrate

Analyze
Data enrichment,

Report

Data acquisition from source systems and integration Data transformation and synthesis Covered in Module 03

with business logic, hierarchical views Data discovery via data mining Covered in Modules 06, 07, and 08

Data presentation and distribution Data access for the masses

Covered in Modules 04, 05, and 07

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SQL Server 2008 Editions

Enterprise Offers high levels of scalability and availability Includes 64-bit support Includes the BI platform Standard Affordable option for small and medium-sized organizations Includes 64-bit support Includes the BI platform Does not include some advanced analytical components
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SQL Server 2008 Editions

Workgroup Suitable for small organizations Includes Reporting Services only Express A free, easy-to-use, lightweight version Does not include the BI platform Local reporting with SSRS only Compact A free, limited functionality in-process version
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Microsoft Office 2007

Microsoft Office 2007 Microsoft Office Excel 2007 Microsoft Office SharePoint Server 2007 Microsoft Office PerformancePoint Server 2007

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Microsoft Office 2007

The Microsoft Office system includes programs, servers, services, and solutions designed to work together to help address a broad array of business problems These products Now play a major role in realizing Microsofts BI vision Are designed to help information workers easily find, analyze, and more securely share business information within Microsoft Office 2007, leading to faster and more informed decisions
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Microsoft Excel 2007

The core spreadsheet capabilities have been dramatically enhanced to enable users to analyze, communicate, and manage information Provides full support for Microsoft SQL Server 2008 Analysis Services New server technology for secure and controlled sharing of spreadsheets
Publish spreadsheets to SharePoint document libraries Maintain a single version of the truth while still sharing spreadsheets Protect confidential and proprietary information
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Microsoft Office SharePoint Server 2007

Manages content and business processes Improves business insight
Present business-critical information in one central location

Centralized Report Center sites give users a single place to find the latest spreadsheets, reports, or KPIs

Share business data broadly while helping to protect sensitive information

Excel Services running on Office SharePoint Server 2007 provides access to data and analytics in realtime, interactive Microsoft Office Excel spreadsheets from a Web browser

Simplifies internal and external collaboration

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Microsoft Office PerformancePoint Server 2007

A complete and integrated performancemanagement application that includes Monitoring: Advanced Scorecards Analytics: Next generation of ProClarity technology Planning: A powerful environment for budgeting, and forecasting that targets business users Enables companies to more effectively plan and manage their business
Covered in Module 09 Microsoft Developer &

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Introducing the BI Developers Toolset

Business Intelligence Development Studio SQL Server Management Studio Books Online

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Business Intelligence Development Studio

Fully integrated development environment (IDE) built on top of Visual Studio 2008 Ships with SQL Server 2008 Used for creating all SQL Server BI solutions Includes additional project types specific to SQL Server 2008 BI Each project type supplies templates for creating the objects required for BI solutions and provides a variety of designers, tools, and wizards to work with the objects.
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SQL Server Management Studio

Integrated environment for accessing, configuring, managing, administering, and developing all components of SQL Server Supports most administration tasks Can register, explore, configure, and query server instances:

Database Engine Analysis Services Reporting Services SQL Server Mobile Integration Services

Can script many of the services objects

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Books Online

Primary documentation for SQL Server Includes the following types of information Setup and upgrade instructions Information about new features and backward compatibility Conceptual descriptions of the technologies and features Procedural, how to topics Tutorials that guide you through common tasks Reference documentation for graphical tools, utilities, programming & Feb-2008 Microsoft Developer languages, and
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Introducing the Developer Tools

DEMO 2

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Introducing the Adventure Works Cycles Company

Company Background Sample Databases

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Company Background

Fictitious company on which the AdventureWorks sample databases and tutorials are based Represents a large, multinational manufacturing company Manufactures and sells metal and composite bicycles to North American, European, and Asian commercial markets
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Sample Databases
AdventureWork s AdventureWorksDW AdventureWorks

OLTP database Realistic design and data Includes these schemas:

Human Resources Person Production Purchasing Sales

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Finance Obtain samples from Sales www.codeplex.com/MSFT Microsoft Developer & DBProdSamples

Contains a subset of the OLTP database tables Modeled to support OLAP and DM scenarios Includes two subject areas

Analysis Services database Sourced from the AdventureWorks DW database Contains DM models

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Introducing the Adventure Works Databases

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Resources

SQL Server 2008 Books Online,msdn2.microsoft.com/ en-us/library/bb543165(sql.100).aspx The Microsoft Data Warehouse Toolkit by Joy Mundy, Warren Thornthwaite, and Ralph Kimball The Data Warehouse Lifecycle Toolkit by Ralph Kimball, et al. PerformancePoint Server TechCenter, technet.microsoft.com/enus/office/performancepoint

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