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Business Intelligence Portfolio Name: Chris Tselebis Email:[email protected] Phone: 646.942.6075

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Page 1: Chris Tselebis Portfolio

Business Intelligence

Portfolio

Name: Chris Tselebis

Email:[email protected]

Phone: 646.942.6075

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Table of Contents

Project Overview ………………..……………………………………………………………….…3

T-SQL Samples ……….………….…………………………………………………………………..5

SSIS - Integration Services …..………………………………………………………………….7

SSAS - Analysis Services ………………………………………………………………………..13

MDX Samples ……………………………………………………………………………………….17

Calculated Members …………………………………………………………...……………….20

KPI’s, Trend Indicators, and Excel Services – Samples ……..……….……………21

SSRS – Reporting Services ………………………………………………..….……………….25

MOSS/PPS – SharePoint and Performance Point Services ..….…….…………31

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Project Overview

Sample Business Intelligence Project Work

This portfolio contains selected examples of my development skills in the Microsoft Business Intelligence arena.

Core technologies covered:

• Microsoft SQL Server 2005 T-SQL

• Microsoft SQL Server 2005 MDX

• Microsoft SQL Server 2005

• 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)

Introduction: Project Summary

Design and build a Business Intelligence solution for a simulated construction company to track employee, customer, job order, and timesheet information.

Audience

• Business executives

• Information workers

• IT managers

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Project Overview

Project Goals

• Define a Star Schema database using Visio (four fact tables)

• Create a Staging Database (Visio created the DDL)

• Create an ETL solution to update the SQL Server 2005 database from Excel and flat file sources using SSIS

• Create a Star Schema Analysis Services cube with SSAS

• Write MDX queries based on specifications

• Define Calculated Members and business Key Performance Indicators (KPIs) in SSAS

• Use Excel Services 2007 to display the cube data and the KPIs, displaying statuses and trends

• Produce detail and summary reports using SSRS

• Create score cards using MS Office Performance Point

• Implement business intelligence dashboards using MOSS 2007 (SharePoint)

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T-SQL Samples

SQL Script: Script that loads the Date Dimension of an Analysis Services Staging database.

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T-SQL Samples

Sample SQL: utilize OPENROWSET and Dynamic SQL statements.

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SSIS - Integration Services

Integration Services

• Create packages to transfer the data from different raw data sources (Excel, CSV). Data sources are both normalized and non-normalized.

• Do a full load of data into MS SQL Server 2005.

• Run scheduled packages nightly to import/update any additional information.

• Perform validation to detect errors (e.g. child records with invalid parent records).

• Generate emails with the results, including rows inserted, updated. Errors are redirected to log files which become email attachments.

• Create a separate package to re-index and shrink the database, as well as perform nightly backups of the database.

Screen Shots

Following are the Master Package that has all the individual Packages and ProjectTimeSheet Package.

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SSIS - Integration Services

Master Package:

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SSIS - Integration Services

Control Flow of the ProjectTimeSheet Package: read data from varying number of flat files in a folder utilizing the “Foreach Loop Container”. Running totals of rows inserted, updated, and errors generated for all files are kept for notification after the package completes. Code on next page.

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SSIS - Integration Services

Data flow of the ProjectTimeSheet Package : gets repeated for each source file in the source directory.

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SSIS - Integration Services

MS VB Script to track the row counts for successful and unsuccessful data insert or update.

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SSIS - Integration Services

Notification. This is an example of the settings to send email alerts when an SSIS package completes, and there are invalid dates in the source data. The email has the error information in the Subject line, in the body, and includes the error file with the bad record. Similar emails are sent when data is successfully inserted as well as when data is updated.

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SSAS - Analysis Services

Design the Data Source View using BIDS

• Restore the All Works Database from the Backup file.

• Create the four fact tables from the scripts provided by the DBA.

• Create the calendar table (AllWorksCalendar) from the script provided by the DBA.

• Establish database connection.

• Use “Service Account” for login credentials.

• Select the tables that we will use, including the fact tables and the dimension tables.

• All tables are indicated in the screen shot that follows.

• The DSV relationships are not completely established, and must be defined manually. Utilize the Data Source View (DSV) Diagram for All Works Data Source, define the primary key foreign key related members between tables, and save.

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SSAS - Analysis Services

DSV Diagram:

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SSAS - Analysis Services

Design the Cube using BIDS

• Utilize the Cube Wizard to build the All Works Cube

• Automatically create attributes and hierarchies

• Verify that the Fact tables and Dimension Tables properly identified

• Verify measures by measure group

• Verify dimensions

• Name cube and finish

• Use dimension Usage to verify dimensions used in each fact table

• Edit AllWorksCalendar dimension – rename levels and create hierarchy

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SSAS - Analysis Services

Browsing the Cube using BIDS

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MDX Samples

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MDX Samples

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MDX Samples

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Calculated Members

Here are some examples of Calculated Members that are in the cube.

They can be used by Excel Services Pivot Tables, Reporting Services, other reporting tools, and in MDX queries.

These Calculated Members, and others, were created primarily to simplify KPI expressions.

An example of one Calculated Member is shown in the BIDS interface screen shot below.

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KPI’s, Trend Indicators, and Excel Services – Samples

Example - KPI Open Receivables

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KPI’s, Trend Indicators, and Excel Services – Samples

Excel Services was used to connect to the Analysis Services Cubes, and used the Pivot Table Interface to create reports including KPI’s and Trend Indicators.

Screen Shot: KPI Open Receivables. This report shows clients, their invoice amount, and the amount received. If the open receivables are greater than 10%, show Red, between 5 and 10% show Yellow, and less than 5% show Green

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KPI’s, Trend Indicators, and Excel Services – Samples

Screen Shot: This report shows regional sales and returns, and the percentage of returns vs sales. The KPI is based on the Returns Percentage; Less than 5% Green, 5-5.5% Yellow, and greater than 5.5% Red. The Trend indicator shows the trend as compared to last year; if a smaller percent of returns, then an Up Arrow (good). If the percent (rounded) is the same, then show a Right Arrow (OK). If a larger percent of returns than last year, then indicate a Down Arrow (bad).

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KPI’s, Trend Indicators, and Excel Services – Samples

Screen Shot: This report shows the Overhead Pct. The KPI is based on the of Total Cost; Less than 10% Green, 10-15% Yellow, and greater than 15% Red.

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SSRS – Reporting Services

SSRS Report: Pie Chart Report with Document Map showing us Dollar Sales by Product Category and Region

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SSRS – Reporting Services

The Report in Layout Mode (Design): Main Group by Product Category and Inserted Graph in one of the group’s row. The Graph has additional code in order to display the Dollar Sales as % of the sum for the dataset.

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SSRS – Reporting Services

SSRS Report: Demo of Using KPIs with trending from and SSAS cube with dynamic pictures.

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SSRS – Reporting Services

The Report in Layout Mode (Design) : Created a Report Parameter in order to use Images that are stored in a Server location (in this case in SharePoint), and use that server location to dynamically display the pictures.

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SSRS – Reporting Services

SSRS Report: Report that gives us the Top# of Products for the Top# Regions and a Date Range as parameters. It requires custom MDX code for the main dataset (dsOrders), and also custom MDX code for 2 dataset s for the date range parameters (MonthStart, MonthEnd).

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SSRS – Reporting Services

The Report in Layout Mode (Design) : Custom MDX code using parameters and the GENERATE/TOP MDX functions in order to produce our user specified TOP Products for the TOP Regions and Date Range.

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MOSS/PPS – Share Point and Performance Point Services

Created Share Point site collection with Reporting Services and Excel Services Integration.

Added WebPart with an SSRS Report as part of the Home Page and the following Document libraries:

• GeneratedReports (Document Library)

• PPSDashboards (Report Library)

• SSRSReports (Report Library)

• ExcelDocuments (Document Library)

• WebParts (Document Library)

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MOSS/PPS – Share Point and Performance Point Services

WebParts : Several WebPart pages incorporating Excel Documents, SSRS Reports with filters. The following screen shots are of a complex Excel Document coming from an OLAP Cube and the second screen shot of an SSRS Report with cascading filters.

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MOSS/PPS – Share Point and Performance Point Services

Excel Score Card : Have 2 different XLS documents, one showing a Graph and a second showing KPI s, appear in one page utilizing the XLS Services and Web Parts to build the ASP page.

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MOSS/PPS – Share Point and Performance Point Services

SSRS Report with Chart and Parameters : Import an existing SSRS Report with parameters

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MOSS/PPS – Share Point and Performance Point Services

SSRS Report using Parameters created with web parts in Share Point: Import existing SSRS Report with parameter but this time instead of using the SSRS parameters we are utilizing web parts to create parameters/filters and have them appear in the left pane instead of the traditional right when you import an SSRS report.

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MOSS/PPS – Share Point and Performance Point Services

Scorecard Created in PPS : KPI for Growth % and Returns % with trending with 2 filters for Products and Dates.

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MOSS/PPS – Share Point and Performance Point Services

Scorecard Created in PPS : Gauge score card with Hot Links for Annual Sales Goal and Returns %. When user clicks on the header it displays the corresponding chart on the right.

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MOSS/PPS – Share Point and Performance Point Services

PPS Dashboard with imported SSRS report using native filter from PPS instead of the SSRS filter

PPS Dashboard in Design View Dashboard in PPS Preview Site

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