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Presented by: Jose Chinchilla, MCP, MCTS, MCITP BI Consultant & Data Architect, Pragmatic Works Jose Chinchilla MCITP: Database Administrator, SQL Server 2008 MCTS: SQL Server 2005 & 2008 MCTS: Business Intelligence SQL Server 2008 “DBA by accident, BI Developer by chance, Geek by Choice” Blog: Twitter: Linked-in: Email: http://www.sqljoe.com http://www.twitter.com/sqljoe http://www.linkedin.com/in/josechinchilla [email protected] [email protected] • Terms and Acronyms • Business Intelligence & Data Warehouse • • • • • Lifecycle for Decision Support Systems The Need for Business Intelligence ETL, Analysis, & Presentation Layers Microsoft Toolset for BI & DW The Business Intelligence Roadmap: • • • How to start the Business Intelligence journey? The Business Intelligence Maturity Stages What is the natural path towards Business Intelligence success? • 10 rules of wisdom for Business Intelligence success • Roadblocks & Challenges • Q&A Agenda Business Intelligence: Decaffeinated Please! BI: ETL: DW: KPI: Fact: Measure: Dimension: Attribute: OLTP: OLAP: Cube: Business Intelligence Extract, Transform & Load Data Warehouse Key Performance Indicator A business measurement A quantifiable business process Breakdown measures according to an area of interest Characteristics that makeup a dimension member On-Line Transactional Processing On-Line Analytical Processing Data structure that groups measures, dimensions, KPIs, data mining models, perspectives Metadata: Data about data Granularity: Level of detail or summarization of the data SCD: Slowly Changing Dimensions Alternate Key: Unique key from data source Surrogate Key:Unique key in the data warehouse Terms and Acronyms Business Intelligence: Decaffeinated Please! Business Intelligence: Decaffeinated Please! “BI results when organizational culture, business processes and technologies are designed and implemented with the goal of improving the strategic and operational decision-making capabilities of a wide range of internal and external stakeholders.” - International Data Corporation (IDC) What is Business Intelligence? Business Intelligence: Decaffeinated Please! “BI results when organizational culture , business processes and technologies are designed and implemented with the goal of improving the strategic and operational decision-making capabilities of a wide range of internal and external stakeholders .” - International Data Corporation (IDC) What is Business Intelligence? Business Intelligence: Decaffeinated Please! Culture, processes and technologies to improve decision making for stakeholders. What is Business Intelligence? Business Intelligence: Decaffeinated Please! Business Intelligence: Decaffeinated Please! What it is not… What it is… Application Solution Tool Suite Department Interdepartmental Team Project Continuous process Report Base Knowledge Base Archive Actionable Information IT Service Business Asset What is Business Intelligence? Business Intelligence: Decaffeinated Please! Typical Business Intelligence Lifecycle Business Intelligence: Decaffeinated Please! The complaints: “We need information but all we have is data!” “Need to make data manageable and actionable in a timely manner” Why Companies Need Business Intelligence by Jose Allan Tans Need for Business Intelligence Grows by Diann Daniel (CIO Magazine) “Information overload” How will BI solve it? …The Snake Oil selling points: Surface performance & operational efficiencies and deficiencies Reveal untapped opportunities ◦ Data Mining ◦ Forecasting & Trending Democratization of the data Decision Support System (DSS) Dashboards & Balanced Scorecards Key Performance Indicators (KPIs) But wait there’s more, if you call in the next 30 minutes… The need for Business Intelligence Business Intelligence: Decaffeinated Please! …Reactive Manager Proactive Manager… Answer questions Propose new questions Solve issues Identify future issues Trending Forecasting Make decisions Surface decision points Understand your customers Discover potential customers Report Gain insight The need for Business Intelligence Business Intelligence: Decaffeinated Please! A data warehouse is a central repository for all or significant parts of the data that an enterprise's various business systems collect. - Bill Inmon The Data Warehouse Business Intelligence: Decaffeinated Please! A data warehouse is a central repository for all or significant parts of the datathat an enterprise's various business systemscollect. The Data Warehouse Business Intelligence: Decaffeinated Please! Central repository for all significant data that an enterprise collects. The Data Warehouse Business Intelligence: Decaffeinated Please! Small OLTP database Business Intelligence: Decaffeinated Please! Business Issue: A customer’s order was seriously delayed. Manager: Why? Order Fulfillment: Supplier issue. Simple Business Question: Who was our product supplier? Business Intelligence: Decaffeinated Please! Small OLTP database Business Intelligence: Decaffeinated Please! Large OLTP database Business Intelligence: Decaffeinated Please! Ralph Kimball Bill Inmon Vs. Star Schema Snowflake Schema Data Warehouse: Data Model Business Intelligence: Decaffeinated Please! Data Model: Star Schema Business Intelligence: Decaffeinated Please! Data Warehouse: Relationships Business Intelligence: Decaffeinated Please! Data Model: Snowflake Schema Business Intelligence: Decaffeinated Please! Fact Measure • What the business does Business Process • Usually describes an action or event (verb) Fact Tables: contain measure columns and dimension key columns Measure: numerical values that can be aggregated, semi-aggregated, or non-aggregatable Dimension: group of attributes that describe a business process Attribute: characteristics of a dimension member • Fact Internet Sales • Sales Amount • Discount Amount • Profit • Profit Margin • Dim Customer • Name • Gender • Yearly Income • Dim Product • Color • Size Data Warehouse: Fact & Dimensions DimCustomers DimTime DimProducts FactOrders FactOrdersKey DimProductsKey DimCustomersKey DimTimeKey Measure Quantity Measure Price Measure Discount Business Process: Sales Business Intelligence: Decaffeinated Please! Business Intelligence: Decaffeinated Please! Dimension: Product Measure: Units sold Dimension: Time Fact: 37 Lemons were sold during April in our Chicago stores. Business Intelligence: Decaffeinated Please! Business Intelligence: Decaffeinated Please! One or many data sources One or many data marts Data Warehouse: ETL Business Intelligence: Decaffeinated Please! One or many uses Presentation •SQL Server Reporting Services •SharePoint •Performance Point •Excel Analysis •SQL Server Analysis Services •PowerPivot E.T.L •SQL Server Integration Services •Excel The Microsoft Toolset Business Intelligence: Decaffeinated Please! BI Solution Maturity Stages * Information Management Business Intelligence: Decaffeinated Please! How Business Case / Justification • Solve immediate need • Add value Proof of Concept • Small in scope • Faster to deliver Executive Sponsorship • Top to bottom approach Where Business process Bonus criteria Long running static report(s) Biggest dynamic dataset Disparate analysis & reporting tools Data silos How and where to start? Right Presentation to Right Audience Business Intelligence: Decaffeinated Please! Rule #1: The Business Intelligence solution needs strong support from executive management. Keyword: Sponsor Business Intelligence: Decaffeinated Please! Who is your sponsor? Business Intelligence: Decaffeinated Please! Rule #2: The Business Intelligence solution must add value to the organization and be trustworthy. Keywords: Value Proposition, Data Quality Business Intelligence: Decaffeinated Please! What is your Q.A. strategy? Is the BI solution credible? Business Intelligence: Decaffeinated Please! Rule #3: Always have a Business Intelligence roadmap in clear view. Keyword: Vision Business Intelligence: Decaffeinated Please! What drives the solution? Business Intelligence: Decaffeinated Please! Rule #4: Define iterative success criteria. Keywords: Agile Business Intelligence: Decaffeinated Please! Are you agile? Business Intelligence: Decaffeinated Please! What is your Success criteria? Business Intelligence: Decaffeinated Please! Rule #5: Choose the right technology based on the business and user needs. Keywords: Content, Skillset Business Intelligence: Decaffeinated Please! Technology adequate for the skillsets? Skillsets adequate for the technology? Business Intelligence: Decaffeinated Please! Tool? Tool Features? Content! What makes BI successful? Business Intelligence: Decaffeinated Please! Rule #6: The BI solution needs to be understandable & documented. Keywords: Metadata, Business Rules Business Intelligence: Decaffeinated Please! Can users understand the data? Rule #7: The BI solution needs to be accessible. Keywords: Self-service Business Intelligence: Decaffeinated Please! Bobby, where’s my report ? !@$%& Does the BI solution enable users to easily interact with the data? Business Intelligence: Decaffeinated Please! Rule #8: The BI solution must be able to perform as adoption increases. Keyword: Scalability Business Intelligence: Decaffeinated Please! Can the BI Solution be extended? Business Intelligence: Decaffeinated Please! Rule #9: The BI solution must be able to adapt to changing business needs. Keywords: Governance, Change Management, Flexibility Business Intelligence: Decaffeinated Please! Can you expand the BI solution ? Business Intelligence: Decaffeinated Please! Rule #10: Partner with experts in the field to help you achieve your goals. Keyword: Leverage Business Intelligence: Decaffeinated Please! Are you missing any part of the puzzle? Business Intelligence: Decaffeinated Please! Business Intelligence: Decaffeinated Please! Cheese Movement Business Intelligence: Decaffeinated Please! Remember… 1. Having Cheese makes you happy. 2. The more important your Cheese is to you, the more you want to hold onto it. Business Intelligence: Decaffeinated Please! Online Reference The Data Warehouse Institute http://www.tdwi.org Ralph Kimball Group http://www.ralphkimball.com International Data Corporation http://www.idc.com http://www.microsoft.com/bi http://www.gartner.com Topic: Business Intelligence http://www.pragmaticworks.com Resources Business Intelligence: Decaffeinated Please! Books • • ETL & SSIS OLAP Cubes & SSAS • Fact tables • Measures • Dimension Tables • Attributes • KPIs • Data Mining • MDX & DMX • • • PowerPivot & DAX SSRS SharePoint • Performance Point Services • Excel Services More in depth presentations & topics Thank you for attending! Blog: Twitter: Linked-in: Email: http://www.sqljoe.com http://www.twitter.com/sqljoe http://www.linkedin.com/in/josechinchilla [email protected] [email protected] Rate my presentation http://www.speakerrate.com/speakers/8064-jchinchilla Questions? Business Intelligence: Decaffeinated Please!