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Decaffeinated Please !. Business Intelligence. http://mumtazzaidi.deviantart.com. 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
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Decaffeinated Please ! Business Intelligence http://mumtazzaidi.deviantart.com Presented by: Jose Chinchilla, MCP, MCTS, MCITPBI 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: http://www.sqljoe.com Twitter: http://www.twitter.com/sqljoe Linked-in: http://www.linkedin.com/in/josechinchilla Email: jchinchilla@sqljoe.com jchinchilla@pragmaticworks.com
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: Business Intelligence • ETL: Extract, Transform & Load • DW: Data Warehouse • KPI: Key Performance Indicator • Fact: A business measurement • Measure: A quantifiable business process • Dimension: Breakdown measures according to an area of interest • Attribute: Characteristics that makeup a dimension member • OLTP: On-Line Transactional Processing • OLAP: On-Line Analytical Processing • Cube: 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!
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!
“BI results when organizational , business and are designed and implemented with the goal of the strategic and operational capabilities of a wide range of internal and external .” - International Data Corporation (IDC) processes culture technologies improving decision-making stakeholders 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!
What is Business Intelligence ? What is it not ? Business Intelligence: Decaffeinated Please!
What it is not… What it is… • Application • Tool • Department • Project • Report Base • Archive • IT Service • Solution • Suite • Interdepartmental Team • Continuous process • Knowledge Base • Actionable Information • Business Asset What is Business Intelligence? Business Intelligence: Decaffeinated Please!
Typical Business Intelligence Lifecycle Business Intelligence: Decaffeinated Please!
The Need ForBusiness Intelligence BI Zen 100 Pills
The complaints: • “We need information but all we have is data!”Why Companies Need Business Intelligence by Jose Allan Tans • “Need to make data manageable and actionable in a timely manner”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… Self-Service BI. (No need for IT) The need for Business Intelligence Business Intelligence: Decaffeinated Please!
…Reactive Manager • Answer questions • Solve issues • Trending • Make decisions • Understand your customers • Report Proactive Manager… • Propose new questions • Identify future issues • Forecasting • Surface decision points • Discover potential customers • Gain insight The need for Business Intelligence Business Intelligence: Decaffeinated Please!
The Data Warehouse
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 for all or parts of the that an 's various business systems . central repository significant data enterprise collect 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!
1 4 3 2 Small OLTP database Business Intelligence: Decaffeinated Please!
33 5 11 7 1 3 10 8 42 89 2 6 9 12 4 28 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!
1 to Many Data Warehouse: Relationships Business Intelligence: Decaffeinated Please!
Data Model: Snowflake Schema 1 to Many to Many 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 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!
The OLAP Cube Business Intelligence: Decaffeinated Please!
Measure: Units sold Dimension: Product Dimension: Geography Dimension: Time Fact:37 Lemons were sold during April in our Chicago stores. Business Intelligence: Decaffeinated Please!
3 Layers of BI & Microsoft Toolset
One or many data sources • One or many data marts • One or many uses Data Warehouse: ETL Business Intelligence: Decaffeinated Please!
The Microsoft Toolset Business Intelligence: Decaffeinated Please!
The Business Intelligence Roadmap
How to start? Where to start?
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!
10 Rules of Wisdom for Success
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!