business intelligence portfolio
TRANSCRIPT
“Not everything that can be counted counts, and not everything that counts can
be counted” (attributed to Albert Einstein)
“If you can’t measure it, you can’t manage it” (old saying)
The following portfolio reflects my understanding of IT related business issues and
the knowledge I acquired in more than 400 hours of Business Intelligence training at
SetFocus.
Topics Covered
General Background
SharePoint 2007
PerformancePoint 2007 (PPS)
Excel Services
SQL Server Reporting Services (SSRS)
SQL Server Analysis Services (SSAS)
SQL Server Integration Services (SSIS)
SQL Server - MDX & Transact SQL
The Balanced Scorecard
A concept developed by Kaplan & Norton (1992) for measuring a
company’s activities in terms of its vision and strategies, to give
managers a comprehensive view of the performance of the business
(*)
Focuses attention on the organization’s value drivers
Assesses the full impact of corporate strategies on customers and
workforce, as well as financial performance
The scorecard drives implementation of strategy using four
perspectives
Financial Perspective – measures reflecting financial performance
Customer Perspective – measures having a direct impact on customers and
their satisfaction
Internal Business Process Perspective – measures reflecting the
performance of key business processes
Learning and Growth Perspective - measures describing the company’s
learning curve
(*) R. Kaplan and D. Norman, “The Balanced Scorecard – Measures That Drive Performance,” Harvard
Business Review (January – February 1992)
The Four Balanced Scorecard
Perspectives
How do customers see us? At what must we excel?
Can we continue to improve and create value?
How do we look to shareholders?
Source: Adapted from R. Kaplan and D. Norman, “The Balanced Scorecard – Measures That Drive Performance,” Harvard
Business Review (January – February 1992): 72.
The “BI Landscape”
Source: Ralph Kimball, et al “The Data Warehouse Lifecycle Toolkit” 2nd Ed. (Wiley Publishing, Inc. 2008): 114.
Microsoft BI Technology Stack
Source: Nick Barclay and Adrian Downes “Monitoring and Analyzing with Microsoft Office PerformancePoint Server
2007” (Rational Press. 2007): 30.
SharePoint Server 2007
SharePointIndividualized Home Page
SharePointPPS Report Rendering
SharePointSSRS Report Rendering
SharePoint& Subscriptions
SharePointShared Schedules
SharePoint
PerformancePoint Server
2007
(PPS)
PPSSupported Reports
PPSAnalytics Reports
PPSReport Construction
PPSPreview Setup
PPSReport Preview
Excel Services
Excel ServicesReport Construction
Excel ServicesReport Rendering in PPS
SQL Server Reporting
Services
(SSRS)
SSRSReport Example
SSRSReport Example with Customized Parameters
SSRS
Programmatically
derived dropdown
lists
SSRSMDX Query
SSRSReport Layout
SQL Server Analysis
Services
(SSAS)
SSASThe Cube
SSASDimensions
SSASCalculated Members
SSAS
KPIs
SSASThe Browser
SQL Server Integration
Services
(SSIS)
SSISWorking with Control Flow Tasks
SSISWorking with Data Flow Tasks
SSISData Flow Transformations
SSISUsing T-SQL Code
SSISColumn Mapping
SSISMaster Execution Package
SSISAutomated eMail Output
SSISAutomated Scheduling
SSISSlowly Changing Dimensions
SQL Server
MDX & Transact SQL
MDX – Code ExampleTop Ten Percent of cities in terms of sales amount
MDX - Code ExampleCalculating the percent change between two
consecutive quarters
Transact SQL - Code ExampleSummarized Grouped Data
Transact SQL - Code ExampleUsing Common Table Expressions (CTE)