3. Contents
• Understand the purpose and structure of a
business intelligence system
• Understand the Microsoft Business
Intelligence Platform
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4. Business Context
Business Business Business
Information Analyses Decisions
In the Context of Core Business Process
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Operating
Management Revenue
Processes:
Processes: Generating
Customer
Planning, Processes:
Services, Online
Budgeting…. Marketing, Sales…
Fulfillment…
• Increased Sales
That Drive • Reduced Costs
• Increased Profits
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5. Mountains of Data
• Organizations have lots of data
– ERP, CRM, Portal…
• Data is not in a form that is useful to
decision-makers
– Not easy to review
– Not informative nor insightful
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6. Traditional solution
Sales Procure- Operations Finance
ment
Reporting
Layer
Transaction
Layer
CRM SCM MRP Finance
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7. Data Consolidation Solution
Customers Sales Procurement Suppliers Operations Finance
Shared
Reporting
Shared Data
Layer
Data Warehouse
Transaction
Layer SCM MRP
CRM Finance
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8. Business Intelligence System
• A BI system is the solution for gathering data
from multiple sources, transforming that data
so that it is consistent and stored in a single
location, and presenting the information to
you to analysis and decision making.
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9. Business Intelligence Process
Information
Gathering
Data Sources
Directing & Planning Data Processing
Consumers Requirements
Analytic Groups Data Integration
Analysis &
Production Dashboards,
Reports, Charts…
Report Creation
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10. Introduction to Business Intelligence
INTRODUCTION TO MICROSOFT
BUSINESS INTELLIGENCE
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11. Microsoft Vision & Strategy
Democratizing Business Intelligence
Improving organizations by
providing business insights to all
employees leading to better,
faster, more relevant decisions
Delivered through a familiar
environment
Integrated into a business
productivity infrastructure
Built on a trusted & extensible
platform
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12. The Microsoft BI Solution Stack
Data Infrastructure & BI
Platform
Analysis Services
Reporting Services
Master Data Services
Integration Services
Data Mining
Data Warehousing
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13. The Microsoft BI Solution Stack
Business Productivity
Infrastructure
Dashboards & Scorecards
Excel Services
Web based forms & workflow
Collaboration
Search
Content Management
LOB data integration
PowerPivot for SharePoint
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14. The Microsoft BI Solution Stack
Delivered through a Familiar
Interface
Self-Service access & insight
Data exploration & analysis
Predictive analysis
Data visualization
Contextual visualization
PowerPivot for Excel 2010
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16. Delivering Integrated Reporting and Analytics
6: Delivering canis dataprocess of continuous business
5: ManualuseBI enablesmanages populated reduce data
2: Datadata warehousemirrored/replicated towarehouse improvement
9:
8:
7: warehouse betoa be required warehouse population
4: Stagingmayvarioussimplify query the cleanse dirty contention
3: The sourcesaccessperiodically datafor analyzing and reporting
1: Clients needaccessmay data thedata to datafrom data sources
areas may toolssources directly
cleansing to
Data Sources Data Warehouse
Data Marts
Staging Area
Client
Access
Manual Client
Cleansing Access
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17. SQL Server 2008 R2 BI Structure
Reporting and Visualization Tools (Dashboard, KPI,
Presentation Layer
Scorecard,…)
Turn data into information (analysis)
Analytical Layer
Multidimensional OLAP Database
Data Storage and Retrieval Layer Data Warehouse in RDBMS
1. Extract the data from the multiple sources
Data Transformation Layer 2. Modify the data to consistent
3. Load the data into Data Storage system
Data Source Layer Text, MS Excel, MS Access, MS SQL, Oracle,…| External Sources
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18. Microsoft Business Intelligence Continuum
Organizational BI Team BI Personal BI
Our Business Our Projects My Questions
BI Solution created by IT. BI Solution created by BI solution created by
Established corporate power user for a small user for user-specific
solutions are reusable, team. Managed on a purpose. Exists as
scalable, and backed up. server. spreadsheet.
SQL Server PowerPivot does not replace Analysis Services.
The technologies complement each other to extend the reach of BI
from organizational to team and personal spaces.
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Key Points: A trusted BI platform is critical for a business intelligence solution to work today. If we’re going to achieve the promise of BI, we need to have the confidence and trust in the data, we need to know where it came from, and that it is both timely and reliable for us to use to make a decision. That’s where the power of an integrated BI platform like SQL Server comes into play.Once you have the data ready to use, the middle tier comes into play, where business users actually interact with the data and turn it into something that is useful to them to make the right decision. The numbers that we pull from other systems are just that—we need applications and content to turn them into actionable items—and that’s where the middle tier comes into play. Finally, we need the right tools and applications to ensure that we can use that data in the way we want to in order to make our decisions. Applications and tools that range from personal, to team, to organizational and corporate tools, all with a familiar look and feel, all integrated and working with my Operating system, email, Internet search function. And this is what the power of integration through Microsoft Office brings you. From the Office productivity tools like Excel, through to the team and collaboration tools of SharePoint. By integrating BI seamlessly into a broader business productivity suite that includes search, collaboration, unified communications, and content management, we offer the end user a much richer experience.
Key Points: A trusted BI platform is critical for a business intelligence solution to work today. If we’re going to achieve the promise of BI, we need to have the confidence and trust in the data, we need to know where it came from, and that it is both timely and reliable for us to use to make a decision. That’s where the power of an integrated BI platform like SQL Server comes into play.Once you have the data ready to use, the middle tier comes into play, where business users actually interact with the data and turn it into something that is useful to them to make the right decision. The numbers that we pull from other systems are just that—we need applications and content to turn them into actionable items—and that’s where the middle tier comes into play. Finally, we need the right tools and applications to ensure that we can use that data in the way we want to in order to make our decisions. Applications and tools that range from personal, to team, to organizational and corporate tools, all with a familiar look and feel, all integrated and working with my Operating system, email, Internet search function. And this is what the power of integration through Microsoft Office brings you. From the Office productivity tools like Excel, through to the team and collaboration tools of SharePoint. By integrating BI seamlessly into a broader business productivity suite that includes search, collaboration, unified communications, and content management, we offer the end user a much richer experience.
Key Points: A trusted BI platform is critical for a business intelligence solution to work today. If we’re going to achieve the promise of BI, we need to have the confidence and trust in the data, we need to know where it came from, and that it is both timely and reliable for us to use to make a decision. That’s where the power of an integrated BI platform like SQL Server comes into play.Once you have the data ready to use, the middle tier comes into play, where business users actually interact with the data and turn it into something that is useful to them to make the right decision. The numbers that we pull from other systems are just that—we need applications and content to turn them into actionable items—and that’s where the middle tier comes into play. Finally, we need the right tools and applications to ensure that we can use that data in the way we want to in order to make our decisions. Applications and tools that range from personal, to team, to organizational and corporate tools, all with a familiar look and feel, all integrated and working with my Operating system, email, Internet search function. And this is what the power of integration through Microsoft Office brings you. From the Office productivity tools like Excel, through to the team and collaboration tools of SharePoint. By integrating BI seamlessly into a broader business productivity suite that includes search, collaboration, unified communications, and content management, we offer the end user a much richer experience.
Key Points: Integration Services (SSIS) provides a scalable enterprise data integration platform with exceptional Extract, Transform, Load (ETL) and integration capabilities, enabling organizations to more easily manage data from a wide array of data sourcesMaster Data Services (MDS) enables organizations to start with simple solutions for analytic or operational requirements, and then adapt the solutions to additional requirements incrementallyThe latest version of SQL Server from Microsoft SQL Server 2008 offers hundreds of new DBMS features that boost the productivity of database administrators and developers, improve support for larger databases, and enhance securityReporting Services (SSRS) provides a full range of ready-to-use tools and services to help you create, deploy, and manage reports for your organization, as well as programming features that enable you to extend and customize your reporting functionalityAnalysis Services (SSAS) delivers online analytical processing (OLAP) and data mining functionality for business intelligence applicationsConclusion: With SQL Server 2008 R2 customers get all the technologies needed to build a reliable and secure BI platform. SQL Server 2008 R2 has the strongest combination of price/performance, manageability, security, and DBA productivity.
Spend time building up this slide. Note that the main points on this slide will be covered in the slides that follow.Build 1: Introduces source systems and client access. Mention a common requirement for information workers to analyze and report on this data.Build 2: Should the information workers connect directly to these systems? Remind students of the points on the slide about common information problems: Performance impact, availability, cleanliness, historical context preservation, and end user skills and tools.Build 3: Focuses on source system mirroring. Mention that database mirroring (an availability feature introduced with SQL Server 2008) could make a read-only copy of the database available to reduce the impact on the source database.Build 4: Introduces the data warehouse, which consists of data marts, a multidimensional database, data mining models and data feeds. The data warehouse system can overcome many of the issues raised in Build 2, but it implies that the data must be copied from the source systems…Build 5: Highlights the ETL process. Mention that the data from the source systems needs to be periodically extracted and loaded into the data marts. These data marts commonly have a particular schema design optimized for querying, so the data will need to be transformed. Introduce the term ETL—extract, transform, and load.Build 6: Introduces the staging systems. Performing the ETL in one process may be difficult to achieve because of the complexity of transformations or the need to cleanse the data. Mention that staging systems are optional and that the technologies introduced in this course (e.g., SSIS) may challenge this traditional need. Note that staging is still an important design consideration because it provides convenient restartability of the ETL process without the need to disturb the source systems.Build 7: Manual cleansing may be required to fix problematic data. This is expensive in terms of human resources and time. Mention that the technologies introduced in this course (e.g., SSIS) may be able to address this problem.Build 8: Client access can take many forms—for example, via browsing tools, reports, spreadsheets, dashboards, and so on.. Stress that, ideally, clients extract their data from the “one version of the truth.” Discuss the different types of users: power users, analysts and their different needs.Build 9: Emphasize that this is a continuous process of monitoring, analyzing and planning.