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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]
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Terms and Acronyms
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Business Intelligence & Data Warehouse
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Lifecycle for Decision Support Systems
The Need for Business Intelligence
ETL, Analysis, & Presentation Layers
Microsoft Toolset for BI & DW
The Business Intelligence Roadmap:
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How to start the Business Intelligence journey?
The Business Intelligence Maturity Stages
What is the natural path towards Business Intelligence success?
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10 rules of wisdom for Business Intelligence success
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Roadblocks & Challenges
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Q&A
Agenda
Business Intelligence: Decaffeinated Please!
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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…
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Application
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Solution
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Tool
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Suite
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Department
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Interdepartmental Team
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Project
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Continuous process
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Report Base
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Knowledge Base
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Archive
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Actionable Information
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IT Service
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Business Asset
What is Business Intelligence?
Business Intelligence: Decaffeinated Please!
Typical Business Intelligence Lifecycle
Business Intelligence: Decaffeinated Please!
The complaints:
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“We need information but all we have is data!”
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“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:
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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…
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Answer questions
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Propose new questions
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Solve issues
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Identify future issues
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Trending
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Forecasting
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Make decisions
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Surface decision points
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Understand your customers
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Discover potential customers
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Report
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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
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Fact Internet Sales
• Sales Amount
• Discount Amount
• Profit
• Profit Margin
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Dim Customer
• Name
• Gender
• Yearly Income
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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
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Proof of Concept
• Small in scope
• Faster to deliver
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Executive Sponsorship
• Top to bottom approach
Where
 Business process
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Bonus criteria
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Long running static report(s)
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Biggest dynamic dataset
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Disparate analysis & reporting tools
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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
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ETL & SSIS
OLAP Cubes & SSAS
• Fact tables
• Measures
• Dimension Tables
• Attributes
• KPIs
• Data Mining
• MDX & DMX
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PowerPivot & DAX
SSRS
SharePoint
• Performance Point
Services
• Excel Services
More in depth presentations & topics
Thank you for attending!
Blog:
Twitter:
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Email:
http://www.sqljoe.com
http://www.twitter.com/sqljoe
http://www.linkedin.com/in/josechinchilla
[email protected]
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Questions?
Business Intelligence: Decaffeinated Please!