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BusinessIntelligencePortfolio Patrick Lee Loy Patrick.LeeLoy@SetFocus.com (267) 254-9527
Project Overview Introduction This portfolio contains a small sample of projects completed with over 500+ hours of work in an intense hands-on training using the following Microsoft technologies. Core Technologies Covered ,[object Object]
  Microsoft SQL Server 2005 MDX
  Microsoft SQL Server 2005 Integration Services (SSIS)
  Microsoft SQL Server 2005 Analysis Services (SSAS)
  Microsoft SQL Server 2005 Reporting Services (SSRS)
  Microsoft Office SharePoint Server 2007 (MOSS)
  Microsoft Office Performance Point Server (PPS)The purpose of this portfolio is to demonstrate the depth of the project work which approximates to more than 2 years of work experience in Business Intelligence.
Project Overview Summary Design and build a complete Business Intelligence solution from three different data sources.  The data will be validated and integrated into a SQL Server 2005 database to track employee and customer information, timesheet and labor rates, job order info, job materials info and customer invoices.   Goals ,[object Object]
  Create a staging database using Visio
  Create an ETL solution to load SQL Server from the three data sources using SSIS
  Create an OLAP cube using Analysis Services (SSAS)
  Create required hierarchies and partitions and define calculated members and KPIs on the cube
  Write custom MDX queries based on requirements
  Use Excel Services to display cube data and KPIs status and trends
  Create parameterized reports and charts using SSRS and MS Excel
  Create Score cards, dashboards with filters using MS Office Performance Point Server
  Publish dashboards, reports and charts to SharePoint,[object Object]
T-SQL Samples
T-SQL Samples
SSIS – Integration Services Microsoft SQL Server Integration Services (SSIS) is a platform for data integration and workflow applications that can be used to perform a broad range of data migration tasks.   It features a data warehousing tool used for data extraction, transformation and loading (ETL).  The tool may also be sued to automate maintenance of SQL Server databases and updates to multidimensional cubes.  SSIS replaces Data Transformation Services (DTS) with version 2005. Project requirements: ,[object Object]
  Perform data load to MS SQL Server 2005
  Validate data to detect errors
  Generate emails on success/failure including the count of rows inserted, updated and invalid
  Create package to backup, shrink, rebuild index of the database
  Deploy the package to SQL Server 2005
  Use SQL Agent Job in SQL Server Management Studio (SSMS) to schedule the package to run nightly to import and update any new data and to backup, shrink and rebuild the indexes of the database.,[object Object]

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Business Intelligence Portfolio

  • 1. BusinessIntelligencePortfolio Patrick Lee Loy Patrick.LeeLoy@SetFocus.com (267) 254-9527
  • 2.
  • 3.
  • 4. Microsoft SQL Server 2005 MDX
  • 5. Microsoft SQL Server 2005 Integration Services (SSIS)
  • 6. Microsoft SQL Server 2005 Analysis Services (SSAS)
  • 7. Microsoft SQL Server 2005 Reporting Services (SSRS)
  • 8. Microsoft Office SharePoint Server 2007 (MOSS)
  • 9. Microsoft Office Performance Point Server (PPS)The purpose of this portfolio is to demonstrate the depth of the project work which approximates to more than 2 years of work experience in Business Intelligence.
  • 10.
  • 11. Create a staging database using Visio
  • 12. Create an ETL solution to load SQL Server from the three data sources using SSIS
  • 13. Create an OLAP cube using Analysis Services (SSAS)
  • 14. Create required hierarchies and partitions and define calculated members and KPIs on the cube
  • 15. Write custom MDX queries based on requirements
  • 16. Use Excel Services to display cube data and KPIs status and trends
  • 17. Create parameterized reports and charts using SSRS and MS Excel
  • 18. Create Score cards, dashboards with filters using MS Office Performance Point Server
  • 19.
  • 22.
  • 23. Perform data load to MS SQL Server 2005
  • 24. Validate data to detect errors
  • 25. Generate emails on success/failure including the count of rows inserted, updated and invalid
  • 26. Create package to backup, shrink, rebuild index of the database
  • 27. Deploy the package to SQL Server 2005
  • 28.
  • 29. SSIS – Integration Services The data flow shows the process of retrieving the data from a data source, validating the data, transforming the data and saving the data to different data destinations. This data flow shows the steps to retrieve, validate and transform the data. The data is then filtered to either inserted into the table, update the rows in the table. The invalid records are written to a flat file.
  • 30. SSIS – Integration Services This control flow was created for a Master package which was deployed to SQL Server. A SQL Agent job was created in SSMS to schedule to run this Master package.
  • 31.
  • 32. Write MDX queries
  • 33.
  • 34. SSAS – Analysis Services The wizard was used to create the cube and dimensions. The cube contained 4 fact tables with 5 dimensions. A check was made to ensure that hierarchies existed. A test was also done to ensure that all levels display the name instead of the key.
  • 35. SSAS – Analysis Services The dimensions were checked against the cube structure.
  • 36. SSAS – Analysis Services Calculated members were created to assist with KPIs expressions. Calculated members can also be used in Excel Services, SQL Server Reporting Services
  • 37. SSAS – Analysis Services Key Performance Indicators (KPIs) are designed to give the end user a quick graphical view of how their numbers compare to goals and trends. This KPI was created to display a traffic light based on comparisons from the previous year.
  • 38. SSAS – Analysis Services Partitions make it possible to create extremely large cubes. The partition can have various modes depending on usage requirements. A partition can also be processed independent of the rest of the cube. Partitions were created to split work done before and after 2006.
  • 39. MDX Example MDX queries were created against the cube.
  • 40. Excel Services and KPIs Excel Services was used to connect to Analysis Services cube. A pivot table was used to create a report with the calculated members and KPIs.
  • 41.
  • 42. SSRS – Reporting Services This is the layout of the report. This report was built combining 3 tables. The user picks an instructor. The courses and course dates are then filtered to show only the courses taught by the instructor who was picked.
  • 43. SSRS – Reporting Services Custom MDX query for the chart on the previous slide to create parameter list (course names) after the instructor is picked.
  • 44.
  • 45. Create a PPS dashboard with reports contain KPIs and charts with data from the cube
  • 46. Create a PPS dashboard with 3 spreadsheets from Excel Services
  • 47.
  • 48. MOSS and PPS Previous report that was created in SSRS was uploaded to the SharePoint site.
  • 49. General Info This portfolio represents a fraction of work done with SQL Server, SSIS, SSAS, SSRS, Excel Services, SharePoint Server and Performance Point Server. Code and report samples are available upon request. Patrick Lee Loy Patrick.LeeLoy@SetFocus.com (267).254.9527