An introduction to the

Microsoft BI Stack
Dr. John Tunnicliffe
Business Intelligence Consultant

john@bovi.co.uk www.bovi.co.uk

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

Demo building a report with RB2

SSRS & Report Builder 2.0

SharePoint 2007 BI Features PerformancePoint Services Essential BI Books

What is BI? An interactive process for exploring and analysing structured, domainspecific 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 Passive Proactive caching

Two processing models

Hints and tips

Build a data-mart Dont build a historical cube Heavy load?

Analysis Services OLAP

Key Concepts

Dimensions

Criteria by which users wish to sliced and dice the data Numerical data Provide drill-down paths Provide metadata about data See underlying data

Measures / Facts

User-hierarchies

Member properties

Drill-through

Lets just see it in action...

Analysis Services

Hints and Tips

Get your facts right!

Dont 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 VS2008 shows hints while building cube For SQL 2005 use Microsoft Best Practice Analyser 2.0

Follow best practice hints

Creating a Headcount Fact

Source Table

Creating a Headcount Fact

Model 1

Creating a Headcount Fact

Model 2

Lets 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
Visual Studio & SQL Server (even on client)

Ensure you have the latest service pack !

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 ClickOnce deployment from Report Manager Office 2007 Interface Provides Ad-Hoc Reporting Easy to use, especially with cubes

For user

Lets 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 Loads workbooks Refreshes external data Recalculates with full fidelity DHTML web part for viewing Excel spreadsheets Display named areas / objects Develop custom applications based on Excel workbooks

Excel Calculation Servers (ECS)

Excel Web Access (EWA)

Excel Web Services (EWS)

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 Version control

Document Library

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 Support for PPS Planning withdrawn April 2009 Functionality of PPS Monitoring and Analytics to be rolled into SharePoint 2010

Product withdrawal announced Jan 2009

PerformancePoint Planning Nov 2007 April 2009

PerformancePoint Services

PerformancePoint Services = PPS Monitoring

Rebranded after product withdrawal in Jan 2009 Free with SharePoint Enterprise Edition Install PerformancePoint Monitoring SP2 supports SQL Server 2008 / WS2008

Get it now...

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 Services Examples

PerformancePoint Services

Examples

SharePoint BI Components

Essential BI Books

General BI

Information Dashboard Design, Stephen Few Building a Data Warehouse, Vincent Rainardi PerformancePoint Monitoring, Nick Barclay Applied Microsoft Analysis Servers 2005 , Teo Lachev SQL Server 2008 MDX Step by Step, Smith/Clay Expert Cube Development, Chris Webb et. al. Applied Microsoft Reporting Services 2008, Teo Lachev

PerformancePoint

Analysis Services

Reporting Services

Integration Services

Microsoft Integration Services, Ken Hasleden

Thank you SQLBits