Business IntelligencePortfolio

Annie Lostlenannielostlen@comcast.net(425) 401-1565

SET FOCUS BI Masters Program

Design and Development of a Business Solution usingMicrosoft Business Intelligence tools

Table of Contents

• Introduction and Goals - Labor analysis business intelligence solution for a fictitious national construction company, AllWorks

• SQL Server Integration Services - ETL capabilities• SQL Server Analysis Services - Cube development• SQL Server Reporting Services• MS Office Performance Point Server - Dashboards• MOSS 2007 Report Center and Excel Services

AllWorks Project

• Introduction: The project designs and builds an SQL Server 2005 database, SSAS cubes, SSRS reports, Excel reports and charts and PPS dashboards to track employee and customer information, timesheet and labor rates data, as well as job order information, job materials, and customer invoices for a fictitious construction company called AllWorks. In the client project scenario, AllWorks currently stores this information in Excel Spreadsheets, XML files, and CSV files.

• Project Goals: Build an application that automates data loads through use of the SSIS ETL tool and ultimately presents information, per business requirements, through reports, KPIs, and charts to be viewed on a SharePoint web site.

• SSIS is a tool for handling the extraction, transformation, and loading of data

• Data extractions and loads can come from and into many sources, ie: SQL Server, ODBC, Oracle, text files, Excel, and more.

• The AllWorks project requirement for SSIS was to take data from diverse sources to a staging database in SQL Server.

– Multiple dimension and fact table extract, transform, and load processes defined– Data transformations performed to ensure compatibility with staging database– Data integrity checks performed to maintain key constraints– Process and store record and file counts for notification– Log error exceptions and orphaned data – Setup schedule to run nightly SSIS process with email notifications of success or failure

• The following four slides give examples of data control and data flow processes

SQL Server Integration Services

SSIS ProjectSample Control & Data Flow

SSIS Project Sample Foreach Loop

SSIS ProjectSample Foreach Data Flow

SSIS ProjectMaster Maintenance Package

Project deployed to SQL Server and job agent was setup to execute this package nightly

• SSAS is the OLAP store to build multi-dimensional cubes that includes– Custom calculations– KPIs– Data mining models

• Data sources can come from SQL Server, Oracle, DB2 or others, ie: XML• SSAS cube data is easily available through MS Office and SQL Server

Reporting Services• The AllWorks project requirement for SSAS was to create multi-

dimensional cubes from the SQL Server staging database to give users the ability to analyze and measure profitability and costs

• The following four slides give examples of the data model, partitions, KPIs and output data via Excel

SQL Server Analysis Services

SSAS Project Data Model

One cube with multiple facts and dimensions

Multiple hierarchies within dimensions

SSAS Project Partitions Each fact table was partitioned and aggregations set to 50% to better manage data

and improve on cube processing time This results in the best query performance

SSAS Calculation and KPI

Custom calculations and KPIs that can be presented in reports, spreadsheets, and dashboards in Sharepoint.

SSAS Excel Pivot Tables

Excel can connect to SSAS cubes through pivot tables to produce reports and charts.

This report is a list of Overhead expense categories with the % inc of the quarter selected versus the prior quarter.

The status is a KPI with a goal of 10%• less than is green light• between 10 and 15% is

yellow• over 15% is red

• SSRS is the report writer and rendering engine used to create, execute and deliver reports and charts

• Data sources are SQL Server, OLE DB data stores, XML• Reports can be rendered into various formats, ie: HTML, PDF, TIFF, Excel,

CSV and XML• Reports can rendered to run on demand or on a schedule• Scheduled reports can be dropped into a network folder or emailed to

users• Reports can be deployed to SharePoint where they can in turn be used in

the development of dashboards• The AllWorks project requirement for SSRS was to create two reports to be

deployed to SharePoint SSRS Reports document library

SQL Server Reporting Services

SSRS Report Examples

The overhead report requirements were:• Present overhead

expense by sorted category and quarters

• Current quarter to default to most recent quarter of data, compared to last quarter

• Indicate %change increase in red

• Schedule report to run each day at 8am

SSRS Report Examples

MDX code for Overhead report requirements

SSRS Report Examples

The employee job report requirements were:• Present jobs an

employee worked on by week end date

• Summarize hours worked and total labor dollars by job and week end date

• Selection is by employee and the date ranges should only be those the employee worked

Cascading parameter s were used to enable the user to select from a proper list of dates

Performance Point Server 2007

• PPS 2007 is a member of the Office 2007 system of products• Designing, publishing and managing dashboards are simple in PPS• KPIs can be created or imported from SSAS cubes• Scorecards are built to display and monitor the progress of KPIs• Reports and charts can be built in PPS or• Connect to SSRS reports and Excel spreadsheets• These are all part of the elements contained in dashboards to control

what the user sees• Dashboards are shared with the user via SharePoint • The AllWorks project requirement for PPS was to create two dashboards

to be deployed to SharePoint

Performance Point Server 2007

Two scorecards were setup on one page to display KPIs from the analytic cube by quarter selected.

The Overhead Trend scorecard reports the percentage change of overhead expense current quarter compared to the prior quarter with a status symbol to compare to the goal.

The right scorecard reports three KPIs that drill to the customer level

Performance Point Server 2007

This page of the dashboard contains two reports that presents the top 10 customer and top 5 employees by hours worked and total labor dollars. The selection criteria is by quarter period.

An example of the MDX used to create a top count is for the labor jobs.

Performance Point Server 2007

This page of the dashboard contains a chart on dual axis comparing employee selected to total employees. The report then slices by the jobs the employed worked compared to the total.

Sample MDX used.

Performance Point Server 2007

The second dashboard setup was primarily for reports and charts from Excel Services.

This chart allows the user to select multiple years and clients to display labor dollars across quarters by contractors and employees.

Performance Point Server 2007

Another example of an Excel chart. Selections can be made for one or multiple counties to display profit dollars and Profit % across quarters.

Microsoft SharePoint Server 2007

Microsoft SharePoint Server, MOSS, is where all the reports, spreadsheets and dashboards were deployed .

This is the schedule setup to run the SSRS Overhead report .