subhead or dateline can go here business intelligence at insight
Post on 18-Dec-2015
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SUBHEAD OR DATELINE CAN GO HERE
Business Intelligence
At
Insight
About Insight
Established in 1988
Premier single source provider of IT products and services
Fortune 1000 company with 4,500 employees
Headquartered in Tempe, AZ with many locations throughout the U.S.
International presence in Canada and the United Kingdom
Over 200,000 name brand products from over 1700 Manufacturers
Specialize in complete IT lifecycle services
On Completion you will:
Know what Insight used prior to BW (Business Warehouse)
Understand the existing architecture in the BWDSS (Business Warehouse & Decision Support System) environment
Understand the main reports and tools contained in BWDSS environment
Be able to create a simple query through BW
Goals of Presentation
Prior to BW
MAX – IMS BASIC based system– Data stored in Flat files
Data mining tools– Excel– Access
Problems– Reports were saved locally– Reports were not consistent
Current System Architecture
SAP R/3
System
SAP BW
SystemMaster Data & Transaction Data Updates
– SAP BW ( Business Warehouse)
Used as the extraction point for external reporting data Used as an On-Line Analytical Processing (OLAP) server
for analysis Not real-time; feeds done nightly Data extracted, cleaned, and transformed into queryable
objects
Current System Architecture - contd
– DSS ( Decision Support System)
Relational database fed from BW, Symposium, and other sources
Not real-time; same schedule as BW Back-end for Reportzone
Current System Architecture - contd
– Reportzone
An Active Server Pages web application for visibility into DSS system
Provides quick, canned reports company-wide Transparent security model with no need for logging in
Current System Architecture - contd
– Technical
Needed to distribute load due to 1500 users
Each environment serves a different purpose:– BW – Ability to analyze large amounts of data without having
to know how to write SQL– DSS – Ability to manipulate data and run complex queries
against multiple data sets without BWDSS team to model data in advance
– Reportzone – Quickly display data for ease of use
Rationale behind architecture
Business Supports three distinct types of users:
– Technical Users – adhoc reporting, somewhat complex queries
– Power Users – analysis, easy access to large volumes of data
– Casual Users – spoon feed users information that is deemed appropriate
Rationale behind architecture
Data Extraction Procedure
Setup the extraction structures– A structure is a definition of the layout of the Data elements
pertaining to a specific Transaction ( like sales Order)
Make Structures available in both the Source and the Target systems
Setup periodic jobs to send Data from R/3 to BW.
Also setup change pointers – for change documents
Sales Orders– Order Header and Line item details
Deliveries– Order Delivery details
Invoices– Invoice Header and Line item details
Customers– Customer master details
Materials– Material Master and Virtual Sourcing Data
Symposium / Avotus ( Phone System)– Only through DSS– Call summary data and call detail data
Data Available
– Commission Recap – Quick access to commissionable invoices by day.
– Performance Recap – Rep scorecard, includes variety of metrics in addition to commissionable GP.
– Customer Purchase Reports – Quote / Order / Invoice history for a customer.
– Top 50 Reports – Displays top 50 customers, materials, material groups, material pricing groups, and manufacturers for both MTD and yesterday.
– Flash – Product Manager scorecard for determining revenue and GP on a monthly basis, relative to budgets they assign themselves
Reports Available
– Contest Reports – Simplified reporting wizard to query data for contest purposes
– Sales Query – Simplified query tool for reps to search for sales in their owned accounts
– Call Lists – Tool for Analytics team to build a call list out of a rep’s book and get that list back to sales
– Cost Adjustments – Tool to allow the Sales floor to put in cost adjustment requests that work their way through an approval process up to Accounting
– Inter-Company Referral Tool –it allows the COE (Center of Excellence) groups to communicate with the Sales floor
Reports Available - contd
Three types of users in BW:– Technical Team– Power Users– Casual Users
Technical Team will create and save queries that are not editable by anyone else. Used to control information for certain types of reports (such as 10Q/K)
Power Users have the ability to create queries and modify any query other than those created by the Technical Team. This will be most of the ISBAs, and ultimately will include FBAs and Department Power Users.
Casual Users only have the ability to run queries that someone else has created. This will be people that are not trained on the system, but may need access to do some things adhoc if necessary.
User Profiles
ODS
– Stands for Operational Data Store, which really means it is a flat structure, i.e. a database table
– These are the foundations for a cube, and ultimately provide the granularity behind the cube data
– Fully queryable, just like a cube
Objects to Query
Cubes– Multi-dimensional structures created to allow fast access to mass
amounts of information.– Structured around two key concepts: Key Figures and Characteristics
Examples of Key Figures: Revenue, Cost, Quantity, Number of Invoices
Examples of Characteristics: Sales Organization, Sales Office, Payment Term, Sales Person
– Characteristics in BW are known as Dimensions in other Data Warehousing tools
– In BW, a group of characteristics comprise a “Dimension” Example: We group the following characteristics into a Dimension
called “Organization”: Company code, Sales Office, Sales Organization, Sales Group
Objects to Query - contd
BEX (Business Explorer Analyzer )Analyzer
– Can be run through a variety of mediums, Like Excel/Access– User-friendly drag and drop tool, doesn’t require knowledge
of underlying structure of the data, or any coding
Demo of a Query from BW
The BEX runs via Excel . The only difference initially is the BEX toolbar:
Demo of a Query from BW - contd
Click on the far left icon (the open folder) and select Queries:
Demo of a Query from BW - contd
We will then see things based on the access level of the user (in this example, we have logged in as an SD ISBA (Sales & Distribution IS business Analyst).
Click on the white paper in the tool bar at the top right to create a Query
Demo of a Query from BW - contd
We get a choice to what we want to query. As an example, if we want to see invoiced sales (revenue) by sales organization since 1/1/04.
To get there, we will go to the Sales and Services InfoArea (selected below).
Demo of a Query from BW - contd
We navigate to the Sales and Dist folder off the Sales and Services area, and it gives us the available queryable objects in this folder.
Demo of a Query from BW - contd
Since our example was regarding Invoices, we know to navigate to the “Cube” labeled “Invoices” and double-click.
Note the different icons on each type of object.
Demo of a Query from BW - contd
We are now presented with the actual query designer. This is the drag-and-drop tool used to query BW data.
Demo of a Query from BW - contd
Areas of the query designer:
– Left Window Pane includes the objects available to select in your query. It is organized by Key Figures (numerical values) and Dimensions (areas of characteristics).
– Filter: allows you to reduce the records returned, using any field you would like, except for the ones you select in the other areas.
Demo of a Query from BW - contd
Areas of the query designer:
– Free Characteristics allow us to select characteristics that we might not want to include in our initial query, but might need to in the future, allowing us to not have to go back to the designer to do so.
– Rows and Columns: defines the x and y axes of your query. They will behave the same. Note, we must include at least one Key Figure and one characteristic for a query to work.
Demo of a Query from BW - contd
In our example, we want invoiced revenue by sales organization since 1/1/04. Thus, we will need sales organization characteristic, the product revenue key figure (what we’re trying to measure), and a filter on billing date.
As listed on the right, we can drag and drop from the left window pane to the appropriate areas on the right.
Demo of a Query from BW - contd
To set the date filter, the calendar day characteristic can be dragged and dropped under the filter. Then right-clicked and choose “Restrict”.
Demo of a Query from BW - contd
This window is the filter selection window whether it’s calendar date or any other characteristic.
We choose a date and use the blue arrow in the middle to add it to the right selection window.
Then hit OK, to add it to the query.
Demo of a Query from BW - contd
Now, we are ready to save and run the query.
Click on the green execute button in the tool bar:
Demo of a Query from BW - contd
If only we want ourselves to be able to see this query going forward, we can save it in favorites.
Otherwise, we can click on the Roles button on the left. We will then be presented with the Roles areas we have access to save things to. In this example, we are SD ISBA’s (aka Power Users), thus we only see that Role area.
Demo of a Query from BW - contd
At the bottom, enter both a Description and a Technical Name. The Description can be whatever we want.
The technical name, however, needs to ALWAYS start with a “Z”.
Enter the values at the bottom and click the SAVE button.
Once we save it, the query will execute by launching us back into excel.
Demo of a Query from BW - contd
This gives our results window, which will look like a regular excel formatted spreadsheet. (It isn’t, but it looks like one!)
As our query specified the Sales Organization in the Rows pane of the query designer, this will be located on the x-axis.
Since we only specified one key figure (Product Revenue) on the Columns pane (the y-axis), these will show as such:
THAT’S THE ENTIRE QUERY!!!!
Demo of a Query from BW - contd
We could add additional characteristics, you could format it into a chart to present, etc.
Let’s say we want first by Sales Organization then by Sales Office. We could modify the query appropriately (adding the Sales Office characteristic to the columns pane via the query designer), and this would be the result:
Notice the sales offices across the top of the results.
Demo of a Query from BW - contd
Usage of the new Data Mining tools
Marketing Data Analysis Manager’s Cockpit Sales Out reporting Order Flow reporting Order Fulfillment reporting Commission reports
Reports to be developed in the Future
Gross Profit analysis Market Analysis Market Segment Sales Analysis Sales Forecasting Budgeting Strategic decision Making Center Excellence performance analysis