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SQL Server 2008 R2

Introduction to Business Intelligence


                                        http://techmaster.vn
People Drive Performance




                           http://techmaster.vn
Contents
• Understand the purpose and structure of a
  business intelligence system
• Understand the Microsoft Business
  Intelligence Platform




                                       http://techmaster.vn
Business Context

  Business                      Business                         Business
Information                     Analyses                         Decisions



                 In the Context of Core Business Process
         --------------------------------------------------------------------
                                                                Operating
Management                    Revenue
                                                               Processes:
 Processes:                 Generating
                                                                Customer
 Planning,                   Processes:
                                                             Services, Online
Budgeting….               Marketing, Sales…
                                                              Fulfillment…
                         •     Increased Sales

  That Drive             •     Reduced Costs

                         •     Increased Profits
                                                                                http://techmaster.vn
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

                                            http://techmaster.vn
Traditional solution

            Sales   Procure-   Operations   Finance
                    ment

Reporting
Layer




Transaction
Layer
              CRM     SCM        MRP        Finance




                                                      http://techmaster.vn
Data Consolidation Solution
 Customers Sales Procurement Suppliers Operations Finance



Shared
Reporting


Shared Data
Layer
                        Data Warehouse



Transaction
Layer       SCM                    MRP
                        CRM                    Finance


                                                            http://techmaster.vn
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.



                                          http://techmaster.vn
Business Intelligence Process
                                                  Information
                                                   Gathering
                                                  Data Sources




                           Directing & Planning                     Data Processing
Consumers   Requirements
                               Analytic Groups                       Data Integration




                                                  Analysis &
                                                  Production        Dashboards,
                                                                    Reports, Charts…
                                                  Report Creation


                                                                                    http://techmaster.vn
Introduction to Business Intelligence

INTRODUCTION TO MICROSOFT
BUSINESS INTELLIGENCE
                                        http://techmaster.vn
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

                                                http://techmaster.vn
The Microsoft BI Solution Stack



                      Data Infrastructure & BI
                      Platform
                        Analysis Services
                        Reporting Services
                        Master Data Services
                        Integration Services
                        Data Mining
                        Data Warehousing
                                                 http://techmaster.vn
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




                                                http://techmaster.vn
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




                                               http://techmaster.vn
SQL Server 2008 R2 BI Technologies




                                http://techmaster.vn
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

                                                                                 http://techmaster.vn
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


                                                                                       http://techmaster.vn
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.



                                                                                      http://techmaster.vn
Introduction to Business Intelligence

THANK YOU

                                        http://techmaster.vn

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Introduction to Business Intelligence in Microsoft SQL Server 2008 R2

  • 1. SQL Server 2008 R2 Introduction to Business Intelligence http://techmaster.vn
  • 2. People Drive Performance http://techmaster.vn
  • 3. Contents • Understand the purpose and structure of a business intelligence system • Understand the Microsoft Business Intelligence Platform http://techmaster.vn
  • 4. Business Context Business Business Business Information Analyses Decisions In the Context of Core Business Process -------------------------------------------------------------------- Operating Management Revenue Processes: Processes: Generating Customer Planning, Processes: Services, Online Budgeting…. Marketing, Sales… Fulfillment… • Increased Sales That Drive • Reduced Costs • Increased Profits http://techmaster.vn
  • 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 http://techmaster.vn
  • 6. Traditional solution Sales Procure- Operations Finance ment Reporting Layer Transaction Layer CRM SCM MRP Finance http://techmaster.vn
  • 7. Data Consolidation Solution Customers Sales Procurement Suppliers Operations Finance Shared Reporting Shared Data Layer Data Warehouse Transaction Layer SCM MRP CRM Finance http://techmaster.vn
  • 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. http://techmaster.vn
  • 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 http://techmaster.vn
  • 10. Introduction to Business Intelligence INTRODUCTION TO MICROSOFT BUSINESS INTELLIGENCE http://techmaster.vn
  • 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 http://techmaster.vn
  • 12. The Microsoft BI Solution Stack Data Infrastructure & BI Platform Analysis Services Reporting Services Master Data Services Integration Services Data Mining Data Warehousing http://techmaster.vn
  • 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 http://techmaster.vn
  • 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 http://techmaster.vn
  • 15. SQL Server 2008 R2 BI Technologies http://techmaster.vn
  • 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 http://techmaster.vn
  • 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 http://techmaster.vn
  • 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. http://techmaster.vn
  • 19. Introduction to Business Intelligence THANK YOU http://techmaster.vn

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  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.