Download - Tony Von Gusmann & MS BI
Tony von Gusmann Microsoft Business Intelligence
Presentation Contents
Goal
Background
Microsoft Business Intelligence Skills This section presents items created by Tony von Gusmann using MS BI SQL Server Integration Services SQL Server Analysis Services SQL Server Reporting Services Multi-Dimensional Expressions (MDX) Microsoft Office Performance Point Server Microsoft Office Sharepoint Server Excel Services
Additional Items
Tony von Gusmann Microsoft Business Intelligence
Goal
Implement Business Intelligence
Desire to utilize as much of Microsoft Business Intelligence toolset as possible
Location not important
Willing to travel as much as needed
Goal is industry independent
Tony von Gusmann Microsoft Business Intelligence
Background
Project Management ‘C’ level exposure. Projects include organization integration (M&A), software
development, and application implementation.
Financial Services Experience with Banks, Technology Service providers to Banks, and other
entities processing electronic payments.
Operations Used data and data-reporting tools to improve operational efficiency.
Tony von Gusmann Microsoft Business Intelligence
Background
Sample engagements include:
– Payment solution for State of Florida Dept. of Revenue (2005)
– Funds Transfer application for Scottrade (2008)
– Payment solution for CEMEX (2006)
– Application software sold by InteliData to Fiserv, Inc. (2001)
– Integration of Princeton eCom & Online Resources due to Online Resources purchase of Princeton eCom (2006)
– Integration of West One Bank, Oregon Commercial lines with US Bank, Oregon Commercial Lines (1996)
Tony von Gusmann Microsoft Business Intelligence
Microsoft Business Intelligence
SQL Server
Integration
Services
Tony von Gusmann Microsoft Business Intelligence
SQL Server Integration Services
Sample Control Flow Task
Description
Iteratively reads and processes text files
VB script used to count and store records
Email Notifications include record counts
Tony von Gusmann Microsoft Business Intelligence
SQL Server Integration Services
Description
Script used to declare and store variables used in notification tasks.
Sample Script
Tony von Gusmann Microsoft Business Intelligence
SQL Server Integration Services
Description
Screenshot of email generated by SSIS.
Includes Record Counts
Attached files of exception records
Email Notification
Tony von Gusmann Microsoft Business Intelligence
SQL Server Integration Services
Description
Reads an Excel file data source
Counts Rows
Converts formats to SQL from Excel
Performs Lookups for validation purposes
Uses Conditional Split to identify New Records, Updated Records, Invalid Records
Adds new records to appropriate table
Updates changed records per business rules
Sample Data Flow Task
Tony von Gusmann Microsoft Business Intelligence
Microsoft Business Intelligence
SQL Server
Analysis
Services
Tony von Gusmann Microsoft Business Intelligence
SQL Server Analysis Services
Description
Use BIDS to design the Data Source View (DSV)
DSV is then used within BIDS to build the OLAP cube
DSV design includes consideration of Fact, Dimension, and Hierarchy requirements
Data Source View Designer
Tony von Gusmann Microsoft Business Intelligence
SQL Server Analysis Services
Description
Used Cube Wizard to create the OLAP Cube
Results in modified Snowflake Schema shown
Hierarchy creation performed manually
Cube Designer
Tony von Gusmann Microsoft Business Intelligence
SQL Server Analysis Services
Hierarchy Creation and Modification
Description
Used Dimension designer to create Hierarchies not created by the Wizard
Tony von Gusmann Microsoft Business Intelligence
SQL Server Analysis Services
Calculated Measures
Description
Used the Calculations tab to create a variety of calculated measures.
Measure shown defines the Quarterly Percentage increase in Overhead
Based on previously defined calculated members – Previous Quarter Overhead Amount
Uses an Immediate If to handle Zeroes in the denominator
Tony von Gusmann Microsoft Business Intelligence
SQL Server Analysis Services
Key Performance Indicators - KPI
Description
Used the KPI tab to create several KPIs
Used MDX to define value expression
This places the KPI in the Cube
Available to end-users in presentation interfaces (e.g. Excel)
Automatically updated when data is added to cube
Tony von Gusmann Microsoft Business Intelligence
SQL Server Analysis Services
Partitions
Description
All Fact tables were partitioned to improve performance
Partitions were based on Year using SQL to define the partition.
Tony von Gusmann Microsoft Business Intelligence
Microsoft Business Intelligence
Multi Dimensional
Expressions
MDX
Tony von Gusmann Microsoft Business Intelligence
Multi-Dimensional Expressions
MDX SampleDescription
MDX query to identify top three employees – based on hours worked – for each job
Displays jobs in alphabetical order, then employees in hours worked descending order
Tony von Gusmann Microsoft Business Intelligence
Multi-Dimensional Expressions
MDX Sample 2Description
MDX query to identify Materials purchased for each Job.
Also provides the Purchase amount by Materials Category
Display sorts by Job with largest purchase amount (descending order), then by Material Category (in hierarchy order)
Tony von Gusmann Microsoft Business Intelligence
Microsoft Business Intelligence
SQL Server
Reporting
Services
Tony von Gusmann Microsoft Business Intelligence
SQL Server Reporting Services
SSRS Sample
Description
Data view at left shows MDX source for report
Layout view below
Features on this report include custom parameters and conditional formatting
Tony von Gusmann Microsoft Business Intelligence
SQL Server Reporting Services
SSRS SampleDescription
Image at left shows final report deployed to Sharepoint.
Image at bottom shows MDX query used to insure that the report defaults to the most recent quarter with financial data
More MDX used (not shown) to make parameter list sort in descending order – not the default order
Tony von Gusmann Microsoft Business Intelligence
SQL Server Reporting Services
SSRS SampleDescription
Image at left conditional formatting; in this case, RED if greater than 0, otherwise BLACK.
Conditional formatting syntax shown below – simple Immediate If
Tony von Gusmann Microsoft Business Intelligence
Microsoft Business Intelligence
Microsoft Office SharePoint Server
Microsoft Office PerformancePoint Server
Excel Services
Tony von Gusmann Microsoft Business Intelligence
Microsoft Office Sharepoint Server, Performance Point Server & Excel Services
OLAP data used to:
Prepare KPI Dashboards in Performance Point
Prepare Charts and Tables in Performance Point
Prepare Charts and Tables in Excel, then published to Excel Services
All of the above was published for presentation in Sharepoint
Tony von Gusmann Microsoft Business Intelligence
Microsoft Office Sharepoint Server, Performance Point Server & Excel Services
KPI Dashboard
Built in Performance Point
Presented in Sharepoint
Tony von Gusmann Microsoft Business Intelligence
Microsoft Office Sharepoint Server, Performance Point Server & Excel Services
Performance Point Dashboard
Bar chart from MDX query
Parameter driven - select All or one value
Line chart from MDX query
Parameter driven – ‘Multiselect’ – select All, Many, or Single
Tony von Gusmann Microsoft Business Intelligence
Microsoft Office Sharepoint Server, Performance Point Server & Excel Services
Performance Point Dashboard
Two tables from MDX queries
Shows Top Projects by Dollars in Dollar descending order for selected time period
Chart & Table on single Dashboard
Both MDX driven
Both from same parameter
Tony von Gusmann Microsoft Business Intelligence
Microsoft Office Sharepoint Server, Performance Point Server & Excel Services
PPS Dashboard populated by Excel via Excel Services
Pivot Table of Quarters & Overhead Categories created in Excel
Parameter driven - select Year
Combination Bar & Line chart created from Pivot Table
Note separate Axis for disparate quantities
Parameter driven – select one or many Counties
Tony von Gusmann Microsoft Business Intelligence
Microsoft Office Sharepoint Server, Performance Point Server & Excel Services
PPS Dashboard populated by Excel via Excel Services
Simple Bar chart with two items in data series
Two parameters are used – Years and Clients
Both parameters allow for ‘Multiselect’ – All, Many, or Single depending on user requirements
Tony von Gusmann Microsoft Business Intelligence
Additional Items
Microsoft Access
Used for data analysis
Small scale data marts
Reporting efficiencies
Decision Support applications
Tony von Gusmann Microsoft Business Intelligence
Additional Items
MS Access
Event driven
Imports standard text-delimited files from source systems
Provides for display of data to unsophisticated users
Generates text files subsequently imported by target production systems
Provides prototypes for future development efforts
Tony von Gusmann Microsoft Business Intelligence
Additional Items
MS Access
This form accepts multiple user selected inputs
Based on inputs it then generates two different text file formats
Writes data to predefined location on user’s local drive
Tony von Gusmann Microsoft Business Intelligence
Additional Items
MS Access
Reports
This form provides three parameters for user selection
User is presented with list of Reports available
Double-click to Preview the report
Tony von Gusmann Microsoft Business Intelligence
Additional Items
MS Access
Reports
This Report is driven by parameters selected on previous forms.
Report shows Call Center information and includes two charts and a table.
Data shows trends for Weekly Calls Answered
Average Call Time
Average Wait Time
Tony von Gusmann Microsoft Business Intelligence
Conclusion
Seeking opportunities to implement Microsoft Business Intelligence solutions
Available in any location on short notice
Please contact with any questions
Tony von Gusmann
904.613.0506