MS Business IntelligencePortfolio

Rodney Matejek

rmatejek@optonline.net

(732) 940 7678

Table of Contents

Project Overview…………………………………………………………………… Page 3

SSIS Overview …………………………………………………………………………………. Page 4

SSIS Detail ……………………………………………………………………………………… Page 5

SSAS Overview ………………………………………………………………………………. Page 13

SSAS Detail …………………………………………………………………………………... Page 14

SSRS Overview ………………………………………………………………………………. Page 24

SSRS Detail …………………………………………………………………………………… Page 25

Project Overview

Introduction: This portfolio showcases my skills in the Microsoft Business Intelligence arena. It is the results of my participation in the SetFocus BI Masters program. What is seen here is the results of the labs done as part of the training.

SetFocus utilizes Microsoft Official Curriculum in conjunction with its own materials. The core technologies covered are:

• Microsoft SQL Server 2008 T-SQL • Data Warehousing Concepts • Microsoft SQL Server 2008 Integration Services (SSIS) • Microsoft SQL Server 2008 Analysis Services (SSAS) • MDX Queries • Microsoft SQL Server 2008 Reporting Services (SSRS) • Business Intelligence with SharePoint and Performance Point Server

SSIS Overview

SSIS detail goals: Design and build a SQL Server 2008 relational database to track employee and customer information, timesheet and labor rates data, as well as job order information, job materials, and customer invoices. Specific milestones for this effort include the following:

• Create packages to transfer data from different raw data sources (XLS, CSV, and XML) into a SQL Server 2008 database.

• Schedule packages nightly to import/update any additional information.• Convert the input data into SQL Server data types.• Create calculated values to be included when needed.• Perform validation to detect errors (e.g. child records with invalid parent records).• Determine if the input values require the insert of a new row or update of existing columns.• Generate emails with results including number of rows inserted and updated.• Create a separate package to re-index and shrink the database, as well as perform nightly backups of the

database.

The design of the relational database that will hold the data processed in the SSIS project.

Master package for the execution of individual packages that perform ETL processes.

Requirement: Design a process flow to load the tables in the least amount of time.Solution: Load the tables concurrently setting up the jobs to allow for the parent / child relationships in five steps.

Master package execution conclusion:

• Database maintenance tasks.• File maintenance tasks moved the input files out of the processing directory and into an archived directory. • Email notification of the process’s success or failure was then sent to appropriate staff.

Sample input file process: Employee time sheets. • Process multiple input files with a “Foreach Loop” container. • Variables were defined here to accumulate total number of rows processed and bypassed for every input file.

ETL process for Employee Time input.

• Convert data in SQL data types.• Validate referential constraints in parent tables, bypass input row if invalid.• Validate business rule concerning input work date, bypass input row if invalid.• Determine if insert or update is needed.

Employee Time ETL process continued• Inserting or updating as required.• Insert and update row counts were made and passed to the control flow tab.

Additional ETL process sample for Invoice data:• Derived column tasks that eliminated nulls from the input file. • Lookup task to get the client number from the Project Master table for this invoice row.

Invoice ETL process conclusion:• Insert or update the row as needed.• Compile row counts for the process.

SSAS Overview

SSAS detail goals: Create a data warehouse and build analysis package solutions using Analysis Services, setting the data warehouse from the SSIS lab as the data source. The Analysis Services project will accomplish the following goals:

• Using BIDS, create an Analysis Services solution using the newly created SQL Server 2008 database.• Create a custom data view, build a cube with fact tables and dimensions, create attributes and

hierarchies.• Create calculated measures and set up key point indicators (KPIs) to analyze and measure the profitability

and costs.• Write a series of MDX queries to provide data for business decisions.

Cube Structure:The solution includes four fact tables, five dimensions for the cube, and a role playing dimension.

Cube dimension usage:Showcasing the affiliations of the measure groups to the dimensions.

Dimension Designing:Structure and attributes of a sample dimension.

Sample TSql code used to load the FactLabor measure. This process includes the following:• Encapsulated business rules governing the definition of hourly rate, and labor costs.• Data maintenance for the weekend date derived from the work date.

Developing Named Sets and Calculated Members for the cube.

Partitions developed for the cube:Dividing the data between elements dated prior to, and after 2005.

Perspectives for the cube.

KPIs developed for the cube.

KPI used in an Excel report.

Sample MDX code.

With Member [Pct of Change] as([Measures].[Overhead Cost] * [Dim Date].[Quarter Name].&[20054] -[Measures].[Overhead Cost] * [Dim Date].[Quarter Name].&[20053]) / ([Measures].[Overhead Cost] * [Dim Date].[Quarter Name].&[20053]) , format_string = 'percent'

select [Dim Date].[Quarter Name].&[20053]:[Dim Date].[Quarter Name].&[20054] *{[Measures].[Overhead Cost], [Pct of Change]} on columns, [Dim Overhead Type].[Overhead Type].members on rows

from [All works dw]

Select [Measures].[Purchase Cost] on columns ,non empty ([Dim Material Type].[Material Type].children) * ([Dim Project].[Client Name].children) on rowsfrom [All Works DW] where [Dim Date].[Year Key].&[2005]

With Set [Contractors] asFilter ( [Dim Employee].[Employee Name].members , [Dim Employee].[Employee Flag].&[False])

Select {[Measures].[Hours] , [Measures].[Labort Cost]} on columns, [Contractors] on rows

from [All Works DW]

where [Dim Date].[Year Key].&[2005]

SSRS Overview

SSRS detail goals: Create reports using SQL Server Reporting Services, MOPS Dashboard Designer, Excel, and display them in SharePoint.

• KPI Scorecard report with supporting Analytic Charts.• Analytic Sales Chart report as a Product Pct of Parent with supporting Analytic Grid.• Analytic Chart for Employee Pct of Sales Quota.• Reporting Services Sales Map report with supporting chart.• Reporting Services Sales Matrix.• Reporting Services Sales Analysis with analytic chart with supporting analytic grid, pyramid chart with

supporting analytic grid.• Excel Sales report with slicers.• Generated SSRS reports for Top Ten selling stores for auto delivery to specific users.

Dashboard Sample

PerformancePoint content created for use in the dashboard.

Additional PPS content

KPI Scorecard basic design with supporting Analytic Charts.

KPI Report assembled in PPS• KPI report on left.• Supporting reports stacked on

the right.

KPI Report Finished report in the dashboard.

Analytical Chart design for the Product Pct of Parentchart, built in PPS.

MDX code used to build the report, accepting values from parameters for row and column values.

Finished Product Pct of Parent Chart report in SharePoint dashboard • Filters for date and product category. • Supporting product sibling analytical grid report below the chart.

Employee Pct of Sales Quota profile chart using Employee Org list, and Fiscal Year input filters.

Assembling the report in dashboard designer.

The finished report in SharePoint.

SSRS Sales Map assembled in PPS.

Reporting Services Sales Map design with supporting chart.

Sales Map report in the dashboard .• Showcasing a hot tip information for each state.

Reporting Services Sales Matrix report:Utilizing various measures related to the Product dimension, but not to each other.

Sales Matrix Report design with column and row groups.

Sales Matrix Report brought into PPS.

Reporting Services Sales Matrix Report as shown in SharePoint Dashboard.

Excel Sales with Slicers report, built in Excel, and sent to SharePoint.

The Excel Report in SharePoint dashboard.

Reporting Services Top Ten Stores by State report. A subscription based report for specific states, stored in PPS site collection.

Top Ten Stores report executed.