Download Microsoft Business Intelligence on Oracle

SQL Server Business Intelligence
on Oracle
Douglas McDowell
[email protected]
1
Microsoft Business Intelligence
on Oracle
Douglas McDowell
[email protected]
2
Poll
• Are familiar with “business intelligence”?
• Are familiar with Microsoft’s BI platform?
• Did you know it rocks using Oracle data?!
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In this Session
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•
•
•
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The Anatomy of BI
Enterprise ETL
OLAP, Data Mining and beyond
Presenting BI Information
Final Comments / Next Steps
This session does not cover the Oracle BI Suite or
include Microsoft/Oracle product comparisons
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Goal for BI…
Transform data into relevant information,
and make it available to decision-makers
fast enough for them to positively impact
the business
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The Anatomy of BI
• Source Systems
• Extraction Transformation & Loading
(ETL)
• Data Warehouse
LOB
ETL
– Relational Database (RDBMS)
– Multi-Dimensional Databases (OLAP)
– Data Mining
— Alerting Engine
• Presentation
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–
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Enterprise Reporting
Analysis, Ad-hoc
Scorecards/Dashboards/Portals
Alert Delivery
Embedded Applications
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The Anatomy of Microsoft BI
• Source Systems
– You name it!, Oracle, SQL Server, XML, legacy/flat file,
Proprietary
• ETL – SQL Server Integration Services
• Data Warehouse
– RDBMS: SQL Server or Oracle
– OLAP and Data Mining: SQL Server Analysis Services
– Alerting: SQL Server Notification Services
• Presentation
– Enterprise Reporting: SQL Server Reporting Services
– Analysis, Ad-hoc: ProClarity, Excel, SQL Server Reporting
Services
– Scorecards/Dashboards/Portals: Microsoft Office Business
Scorecard Manager, Microsoft Office SharePoint Server
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Comprehensive and Complimentary
Performance
Management
Applications
Business
Scorecards,
Advanced
Scorecarding
Analytics, Planning
Analytics
(Business
(PerformancePoint (ProClarity 6)
Scorecard
Server 2007)
Manager 2005)
Collaboration and Content
(Office SharePoint Server 2007)
End-user Analysis
(Excel 2007)
BI
Platform
Integration
Analysis
Reporting
Integration Services
Analysis Services
Reporting Services
SQL Server 2005
RDBMS
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Before we go on…
BI Development Studio
• Complete, integrated tool for the development of BI
applications
• One tool, multiple technologies: Relational, OLAP, DM,
SSIS, Reporting, Code, Web pages…
• Enterprise software development environment
– Integrated with Visual Studio
– Team development, source control, versioning, developer
isolation, resource independent coding
– Development cycle lifetime support:
Develop, Test, Deploy, Modify, Test…
• Breakthrough ease-of-use
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And before we go on…
Relational Data Warehousing
• Partitioned Tables and Indexes
– Delivers enhanced scalability and
concurrency
– Simplifies data management
Data Warehouse
Ready
• Online Index Operations
• Database Snapshots and Snapshot
Isolation Level
– Readers don’t block Writers
• Insert and Load improvements
• T-SQL enhancements
• VLDB – piecemeal backup/restore
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Oracle Publishing
• Designed specifically for Oracle Publishers
– v8+ on any operating system
• Administered like SQL Server, from SQL Server
– No Oracle side software install necessary
– Requires minimal knowledge of Oracle
• Leverages existing SQL Server skills
– Standard Transactional and Snapshot Publications
•
http://msdn2.microsoft.com/en-us/library/ms151229.aspx
Transactional
Replication
Distributor
Subscribers 11
Agenda
•
•
•
•
•
The Anatomy of BI
Enterprise ETL
OLAP, Data Mining and beyond
Presenting BI Information
Final Comments / Next Steps
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DEMO: Integrating Your Data
Integration Services in Action
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Integration Services
• Merge data from heterogeneous data stores:
– Text files, Mainframes, Spreadsheets, Multiple RDBMS
• Refresh data in data warehouses/data marts
• High-speed load of data into online transaction processing (OLTP)
and online analytical processing (OLAP) databases
• Send status notifications on success/failure
• Build BI into a data transformation process without the need for
redundant staging environments
• Automate data-administrative functions
• Cleanse data before loading to remove errors
– Fuzzy lookup, fuzzy matching
• Handling of History – Slowly Changing Dimension (SCD) wizard
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Breakthrough ETL Capabilities
• Enterprise ETL platform
– High performance
– High scale
– More trustworthy and reliable
• Best in class usability
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Rich development environment
Source control
Visual debugging of control flow and data
Great range of transforms out-of-the-box
• Highly extensible
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Custom tasks
Custom enumerations
Custom transformations
Custom data sources
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Oracle Tip:
Using the SQL Server Import and Export Wizard
• Microsoft OLE DB Provider for Oracle
does not support the Oracle BLOB, CLOB,
NCLOB, BFILE, and UROWID data types,
therefore the OLE DB source cannot
extract data from tables that contain
columns with these data types.
http://msdn2.microsoft.com/en-us/library/ms141209.aspx
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Agenda
•
•
•
•
•
The Anatomy of BI
Enterprise ETL
OLAP, Data Mining and beyond
Presenting BI Information
Final Comments / Next Steps
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Country France
January
Canada
Australia
Time
February
March
$6,745
“For Australia,
show me the
Sales for
February”
April
May
Sales
Budget
Qty
Cost
Measures
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DEMO: Analyzing Your
Information
SQL Server Analysis Services
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Analysis Services
• Powerful business information modeling
• Cross platform data integration
• Integrated Relational & OLAP views
– Attribute-based dimensions
• The best of MOLAP to ROLAP
– Proactive caching
• Data enrichment and advanced analytics
– BI wizards
• Key Performance Indicators & Perspectives
• Real-time, high performance
– Real-time data in OLAP Cubes
– Very fast and flexible analytics
• XML standards for Data Access and Web
Services integration
• Cost and time savings for customers
integrating with other systems
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High-level Architecture
Data
Mart
UDM
Oracle
SQL
Server
DW
LOB
Spreadsheets
XML/A or OLE DB-OLAP
SQL
Server
Analysis
Services
BI Front Ends
Ad Hoc Reports
Rich Reports
Cache
Dashboards
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KPI Debugger in BIDS
Preview server-side KPI designs
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DEMO: Data Mining
SQL Server Analysis Services
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Data Mining
• Ten Algorithms
• Visualizations
– Enterprise tools
– Custom visualizations
• Deep Integration
– OLAP, Integration Services,
and Reporting Integration
– .NET programming model
– Completely extensible
framework
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Decision
Trees
Sequence
Clustering
Clustering
Association
Complete Set
of Data Mining
Algorithms
Linear Regression
Time Series
Neural Net
Naïve
Bayes
Logistic
Regression
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Text Mining
Data Mining Lift Chart
DMM Lift Chart
Easily determine which algorithm
yield best results for you
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Oracle Tip: Connecting to Oracle
Across all platforms:
1. Install Oracle OCI, make sure its location is in the path
2. Restart AS service & its tools to pick up path changes
3. Use Oracle managed provider (.Net) in data source this ensures platform compatibility (x86/x64/ia64)
x86 only:
1. Install Oracle OCI, make sure its location is in the path
2. Restart AS service & its tools to pick up path changes
3. Use MSDAORA (Microsoft's OLE DB for Oracle) or
Oracle managed provider (.Net) in your data source
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Agenda
•
•
•
•
•
The Anatomy of BI
Enterprise ETL
OLAP, Data Mining and beyond
Presenting BI Information
Final Comments / Next Steps
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DEMO: Presenting Your
Information
SQL Server Reporting Services
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Enterprise Reporting Capabilities
• Scalable Server
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Rich, enterprise reporting platform (static and interactive)
Multiple data sources with multiple delivery options
Scalable, manageable and embeddable Web Services architecture
Scheduling, Caching, Snapshots, more…
• Advanced Authoring Tools
– Visual Studio IDE
– XML specification (RDL)
– 3rd party extensibility
• Strong Management
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SOAP Web Service APIs
Report Manager portal
Extensible security model
Integration with SSAS, SSIS, management tools
• End-user, Ad-hoc Reporting
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Report Controls
• Easily embed reporting
functionality into
applications
• Windows Forms (rich
client) and Web Forms
(ASP.NET) control
• Local processing mode
(no server) or remote
processing mode
• Can be used for complex
custom security
architectures
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Report Builder
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Extending the Reach of Reporting Services
Ad-hoc Reporting for the End-User
1-Click Install
With Report Builder:
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Report off a Business Model
Modify a Report
Build a New Report
Report on Relational or OLAP data
• Support for Oracle in SQL Server SP2
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Oracle Tip:
Defining Report Datasets
Connection string example specifies Oracle
database on server Oracle9 using Unicode
The ServerName must match what is
defined in the tnsnames.ora config file:
Data Source="Oracle9"; Unicode="True“
http://msdn2.microsoft.com/en-us/library/ms365174.aspx
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DEMO: Presenting Your
Information
Microsoft ProClarity
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Articulate
Goals
Monitor
Metrics
Analyze
Issues
Collaborate and
Act
Microsoft Office Business Scorecard Manager
empowers organizations with
• Advanced score-carding
• Deep contextual insight
• Collaborative group analysis and action
• End-user empowerment
• Extensible platform
SQL Server 2005 provides Business Scorecard
Manager with
• Centralized management of metrics and business
logic
• Multi-dimensional scorecards
• KPI interoperability across end-user applications
• Data integration and security through UDM
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BSM 1
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BSM 3
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BSM 2
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Align Strategy
& Execution
Accelerate
Decision
Making
Enable Broad
Performance
Management
Improve
Business
Performance
 Microsoft Office PerformancePoint Server empowers organizations with
 Advanced scorecarding
 Powerful analytics and reporting
 Synchronized planning and budgeting
 Workflow driven forecasting
 Robust financial consolidation
 Microsoft Office PerformancePoint Server
 Reaches all business users with familiar Office environment
 Empowers business users to define and own business rules
 Handles real-world complexity with model driven approach
 Takes advantage of Microsoft SQL Server
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ProClarity 6
• Simplifies how decision
makers receive information
and gain insight into their
business
• Provides organizations with
the tools they need to conduct
powerful analytic modeling
• Works with a company’s
existing business and technical
infrastructure and adapts to
ongoing needs and changes
• Fully integrated with SQL
Server, Business Scorecard
Manager, SharePoint and
Office applications
Advanced Analytics for every decision maker
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DEMO: Presenting Your
Information
Microsoft Office Excel
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Excel 2007
• Analyze information with powerful and familiar
tools that are easier to use
• New PivotTable, PivotChart and data
visualization capabilities
• Formula based access to enterprise data
integrates BI with spreadsheets
• Harness the power of SQL Server Analysis
Services directly from within Excel
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Excel Services
• Save spreadsheets to the server and
share them over the Web
• Broadly share spreadsheets securely and
maintain control with document
management and auditing capabilities
• Server based spreadsheet calculation with
pure HTML (zero foot-print) interactive
Excel experience
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Excel Services
Excel Services Screen
Zero-footprint, interactive, browser access to
spreadsheets
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Office SharePoint Server 2007
• Secure, manageable business data, and
hosted documents
• Report Center: One place for all reports
• Dashboard site templates, Filter Web
Parts, KPI Web Parts
• Integrate BI within the portal: Enterprise
Content Management, collaboration,
search and business process
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SharePoint 1
Report Center
Centralize storage of business reports
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SharePoint 2
Dashboards and Web Parts
Easily create powerful BI portals
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Agenda
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•
•
•
•
The Anatomy of BI
Enterprise ETL
OLAP, Data Mining and beyond
Presenting BI Information
Final Comments / Next Steps
48
Microsoft BI:
Faster Return on Information
• Microsoft offers a Complete and Integrated BI
Offering:
– BI Platform (SQL Server)
– End User Tools (Office)
– Analytic Applications (Office)
• Intelligence where users want it:
– Manage data “once” in the platform
– Ease of use and familiarity of Office for interaction
• Ready for the Enterprise:
– Server tools built for Enterprise scale
– Priced and packaged so Enterprises can afford it!
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Trustworthy Computing
Secure by
Default
Secure by
Design
Secure in
Deployment
Trustworthy Computing is built on three pillars:
• Security
• Privacy
• Reliability
http://www.microsoft.com/twc
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Call to Action/Next Steps
• Look in your bag and get started today…
– Free copy of SQL Server 2005 Developer
Edition
– Event CD: Microsoft BI demos & Oracle
sample data
• BI ResKit DVD in your bag
• http://microsoft.com/bi
• Microsoft BI skills are 100% transferable
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Summary
•
•
•
•
•
The Anatomy of BI
Enterprise ETL
OLAP, Data Mining and beyond
Presenting BI Information
Final Comments / Next Steps
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Thank you!
Microsoft Business Intelligence
on Oracle
Douglas McDowell
[email protected]
53