1 / 90

MGS4020_08/Feb 6, 2020/Page 1

MGS 4020. Business Intelligence. Business Intelligence Environment & Tools. Feb 6, 2020. MGS4020_08.ppt/Feb 6, 2020/Page 1. Georgia State University - Confidential. Agenda. Business Intelligence Tools - Business Objects. Business Intelligence Tools - MS Excel. Business

carriee
Download Presentation

MGS4020_08/Feb 6, 2020/Page 1

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. MGS 4020 Business Intelligence Business Intelligence Environment & Tools Feb 6, 2020 MGS4020_08.ppt/Feb 6, 2020/Page 1 Georgia State University - Confidential

  2. Agenda Business Intelligence Tools - Business Objects Business Intelligence Tools - MS Excel Business Intelligence Tools - Webi Business Intelligence Tools - Cognos Business Intelligence Environment MGS4020_08.ppt/Feb 6, 2020/Page 2 Georgia State University - Confidential

  3. Business Intelligence Environment Internal Source Systems Extract, Transformation and Load Data Warehouse Data Mart External Data Sources MGS4020_08.ppt/Feb 6, 2020/Page 3 Georgia State University - Confidential

  4. Business Intelligence Environment Broad User Base Microsoft Excel Report Writers Data Warehouse Data Mart BI Query & Analysis Tools OLAP Cubes EIS / Dashboards β Data Mining Tools Narrow User Base MGS4020_08.ppt/Feb 6, 2020/Page 4 Georgia State University - Confidential

  5. Agenda Business Intelligence Tools - Business Objects Business Intelligence Tools - Webi Business Intelligence Tools - Cognos Business Intelligence Tools - MS Excel Business Intelligence Environment MGS4020_08.ppt/Feb 6, 2020/Page 5 Georgia State University - Confidential

  6. Microsoft Excel Why Excel is an effective BI Tool • Extensive knowledge base • Very good for “what-if” analysis • Flexible • Feature rich • Great single user analysis tool • Open Architecture support powerful Add-ins • Ability to import data for analysis Where Excel falls short • Some flexibility requires programming knowledge • Database ability limited by =Dfunctions • Limited meta-data capabilities • No server based components • Mainly a document centric approach • Interface to database has limitations MGS4020_08.ppt/Feb 6, 2020/Page 6 Georgia State University - Confidential

  7. Microsoft Excel Features that support Business Intelligence • Data-Import External Data (MS Query) • Charting • Pivot-Tables • Database Functions (Dfunctions) • If-Then-Else Logic • VBA interface Uses Excel Database Functions to work with results DAVERAGE DCOUNT DCOUNTA DGET DMAX DMIN DPRODUCT DSTDEV DSTDEVP DSUM DVAR DVARP Can uses VBA script to allow for Dynamic Queries MGS4020_08.ppt/Feb 6, 2020/Page 7 Georgia State University - Confidential

  8. BI Query & Analysis Tool BI Query & Analysis Tools • Provides an end user the ability to query a database and analyze information BI Query & Analysis Tool Vendors • Business Objects • Cognos • Brio • MicroStrategy MGS4020_08.ppt/Feb 6, 2020/Page 8 Georgia State University - Confidential

  9. BI Query & Analysis Tool Common Features Meta-Data Layer - Insulates the end user from the complexities of the data, database and technology Easy to use query interface Built in data functions Slice-and-Dice Capabilities Charting and Graphing Report Development Security Dashboarding • • • • • • • • BI Query and Analysis Meta-Data functions Defines table relationships Provides business naming Pre-defines calculations Reorganizes data fields Assists in data security Provides help text on tables, columns & calculations • • • • • • MGS4020_08.ppt/Feb 6, 2020/Page 9 Georgia State University - Confidential

  10. Agenda Business Intelligence Tools - Business Objects Business Intelligence Tools - MS Excel Business Intelligence Tools - Webi Business Intelligence Tools - Cognos Business Intelligence Environment MGS4020_08.ppt/Feb 6, 2020/Page 10 Georgia State University - Confidential

  11. Business Objects What is Business Objects? BUSINESS OBJECTS is an integrated query, reporting and analysis solution for business professionals that allows you to access the data in your corporate databases directly from your desktop and present and analyze this information in a BUSINESS OBJECTS document. • BUSINESS OBJECTS makes it easy to access this data, because you work with it in business terms that are familiar to you, not technical database terms like SQL. You don’t need any knowledge of the database structure or technology. Once you’ve used BUSINESS OBJECTS to access the data you need, you can present • MGS4020_08.ppt/Feb 6, 2020/Page 11 Georgia State University - Confidential

  12. Business Objects – What data sources are available? BUSINESS OBJECTS let you access data from a wide range of sources. You can access data from Relational databases (RDBMS), such as ORACLE, Microsoft SQL Server, Informix and IBM DB2. Multidimensional (OLAP) databases, such as Microsoft OLAP Services, Hyperion Essbase, and ORACLE Express. Text files and spreadsheets Packaged applications such as SAP Virtually any data source using Microsoft Visual Basic for Applications (VBA) • • • • • MGS4020_08.ppt/Feb 6, 2020/Page 12 Georgia State University - Confidential

  13. Business Objects – New Report Wizard To help you build a data provider when you create a new document, BUSINESS OBJECTS launches the New Report Wizard when you start the application for the first time: • MGS4020_08.ppt/Feb 6, 2020/Page 13 Georgia State University - Confidential

  14. Business Objects – Specify Data Access Select an option for the report layout, then click Begin. The Specify Data Access dialog box appears: • MGS4020_08.ppt/Feb 6, 2020/Page 14 Georgia State University - Confidential

  15. Business Objects – Select A Universe The next step depends on what you want to do: • If you chose to build a query on a universe in the previous step, the Select a Universe dialog box now appears: • MGS4020_08.ppt/Feb 6, 2020/Page 15 Georgia State University - Confidential

  16. Business Objects – What Exactly is a Universe? BUSINESS OBJECTS universes make it easy to access data, because they contain objects of data in business terms that are familiar to you. What’s more, you need no knowledge of the database structure, or of database technology, to be able to create powerful reports with data that is relevant to your work. • Universes provide the business-intelligent, semantic layer that isolates you from the technical issues of the database. A universe maps to data in the database, in everyday terms that describe your business situation. • Universes are made up of classes and objects. For example, the objects in a human resources universe would be Names, Addresses, Salaries, etc. Classes are logical groupings of objects. Each class has a meaningful name, such as Vacation (for objects pertaining to employees’ vacations). Each object maps to data in the database, and enables you to retrieve data for your reports. • MGS4020_08.ppt/Feb 6, 2020/Page 16 Georgia State University - Confidential

  17. Business Objects – Classes & Sub-classes MGS4020_08.ppt/Feb 6, 2020/Page 17 Georgia State University - Confidential

  18. Business Objects – Dimension objects, measure objects and detail objects Dimension objects retrieve the data that will provide the basis for analysis in a report. Dimension objects typically retrieve character-type data (customer names, resort names, etc.), or dates (years, quarters, reservation dates, etc.) • A detail object is always associated to one dimension object, on which it provides additional information. For example, Address is a detail object that is associated to Customer. Address provides additional information on customers, i.e., their addresses. • Measure objects retrieve numeric data that is the result of calculations on data in the database. In the demo universe, Revenue is the calculation of number of items sold multiplied by item price. Measure objects are usually located in the Measures class. • MGS4020_08.ppt/Feb 6, 2020/Page 18 Georgia State University - Confidential

  19. Building a Query on the Query Panel MGS4020_08.ppt/Feb 6, 2020/Page 19 Georgia State University - Confidential

  20. Building a Query on the Query Panel a. Classes appear as folders. b. Objects appear as cubes (for dimensions), spheres (for measures) or pyramids (for details). c. This button displays the universe’s predefined conditions. d. This button, selected by default, displays the universe’s classes and objects. e. Information on the selected class or object appears here. f. This button enables you to set options before running the query, for example to specify a maximum number of rows. g. The Result Objects box displays the objects that are included in the query. h. When you click Run, the query connects to the database and the data appears in the MGS4020_08.ppt/Feb 6, 2020/Page 20 Georgia State University - Confidential

  21. Building a Query on the Query Panel i. Save and Close lets you save the query you have defined without running it. You can run it later on by using the Refresh command. j. When you click View, the raw data retrieved by the query appears in the Data Manager. From the Data Manager, you can edit, accept or cancel the query. k. When you click Run, the query connects to the database and the data appears in the MGS4020_08.ppt/Feb 6, 2020/Page 21 Georgia State University - Confidential

  22. Building a Query on the Query Panel Click Run. BUSINESS OBJECTS retrieves the data for Resort, Year and Revenue, and displays this in a new document: MGS4020_08.ppt/Feb 6, 2020/Page 22 Georgia State University - Confidential

  23. Creating User Objects – What is a User Object? A universe consists primarily of classes and objects, created by the universe designer. If the objects in a universe do not meet your needs, you can customize the universe by creating your own objects, which are called user objects. User objects appear in the User Objects class in the universe. You include them in queries in the same way that you include regular objects. Moreover, you do not need to define a connection to a database to define a user object. • • MGS4020_08.ppt/Feb 6, 2020/Page 23 Georgia State University - Confidential

  24. Creating User Objects To create a user object in any universe available to you 1. Select the Universes command on the Tools menu. The Universes dialog box appears. 2. Select the universe in which you want to create the user object, then click User Objects. The User Objects dialog box appears. 3. Click Add. The User Object dialog box appears: 4. In the Definition tab, type the name of the user object in the Name field. MGS4020_08.ppt/Feb 6, 2020/Page 24 Georgia State University - Confidential

  25. Creating User Objects 5. In the Type list, select the type of the user object (Character, Number or Date). In the Description field, type a help text on the object. The help text appears when you select the user object in the Query Panel. In the Qualification box, click a radio button to qualify the user object as a dimension, a measure or a detail. Click the Formula tab to write the formula for the user object. Click OK. The user object you have created appears in the User Objects dialog box. The next time you build or edit a query on the universe, the user object you have created will appear in the User Objects class. 6. 7. 8. 9. MGS4020_08.ppt/Feb 6, 2020/Page 25 Georgia State University - Confidential

  26. Creating User Objects - Formula 1. Click the Formula tab, then check Get Assistance on Functions: 2. 3. Double-click the objects, functions and operators you want to use in the user object's formula. • When you double-click an object or an operator, it appears in the Formula box. The functions and operators you can select depend on the database at your site. • When you double-click a function, the Function[FunctionName] dialog box appears. MGS4020_08.ppt/Feb 6, 2020/Page 26 Georgia State University - Confidential

  27. Creating User Objects - Formula 4. In the Function[FunctionName] dialog box, type an argument in each field. • If the function's arguments include objects, user objects, functions or operators, you can double-click these in order to insert them in the function's formula. • The arguments appear in the Formula box. If necessary, type text, numbers or dates in the formula. You must type quotes (") before and after text and numbers, but type a single quote (') before and after dates. Click OK, then click Test to check the syntax of the formula. 5. 6. MGS4020_08.ppt/Feb 6, 2020/Page 27 Georgia State University - Confidential

  28. Applying a complex condition on a query Applying a complex condition requires three steps. First, you select the object you want, then the operator (e.g., greater than), then the operand (e.g., values that you type, or another object). The following procedure explains how to do it, and gives information to help you choose the operator and operand you need: 1. In the Query Panel, drag the object you want to use from the Classes and Objects list to the Conditions box. The Classes and Objects list turns into the Operators list: MGS4020_08.ppt/Feb 6, 2020/Page 28 Georgia State University - Confidential

  29. Applying a complex condition on a query MGS4020_08.ppt/Feb 6, 2020/Page 29 Georgia State University - Confidential

  30. Applying a complex condition on a query 2. Double-click the operator you want to use. The Operators list turns into the Operands list: MGS4020_08.ppt/Feb 6, 2020/Page 30 Georgia State University - Confidential

  31. Applying a complex condition on a query 3. Double-click the operand you want. The following table helps you select the operand you need and tells you what to do next: MGS4020_08.ppt/Feb 6, 2020/Page 31 Georgia State University - Confidential

  32. Agenda Business Intelligence Tools - Business Objects Business Intelligence Tools - MS Excel Business Intelligence Tools - Webi Business Intelligence Tools - Cognos Business Intelligence Environment • EIS / Dashboarding MGS4020_08.ppt/Feb 6, 2020/Page 32 Georgia State University - Confidential

  33. EIS / Dashboarding To provide real time view of KPI and metrics • EIS / Dashboarding vendors • Cognos Business Objects http://www.businessobjects.com/products/dashboard_manager Brio Pilot Lightship • • • • MGS4020_08.ppt/Feb 6, 2020/Page 33 Georgia State University - Confidential

  34. Business Objects - Dashboard MGS4020_08.ppt/Feb 6, 2020/Page 34 Georgia State University - Confidential

  35. Agenda Business Intelligence Tools - Business Objects Business Intelligence Tools - MS Excel Business Intelligence Tools - Cognos Business Intelligence Tools - Webi Business Intelligence Environment MGS4020_08.ppt/Feb 6, 2020/Page 35 Georgia State University - Confidential

  36. Webi 6.1: Reporting features http://webiwh/wiasp/ Report creation features new to WebIntelligence 6.1 – Multi-block creation – Multi-report creation – Add pre-defined blocks and cells – Local Variables – Better control when formatting and positioning – Improved layout properties – Define Sections through Drag & Drop (or Report Panel) – Insert breaks & sorts, calculations, rows, columns – Filtering blocks and report: simple filters & compound filters – Drag-and-drop report editing, turn to MGS4020_08.ppt/Feb 6, 2020/Page 36 Georgia State University - Confidential

  37. Completely New Query Window Three modes: • Edit Query • Edit Report • View Results MGS4020_08.ppt/Feb 6, 2020/Page 37 Georgia State University - Confidential

  38. Webi 6.1 – Query Users For query users, the differences will be greater. Look and feel of the new query panel is much more user friendly and powerful, but will take some time to become familiar with The following slides will take you through some basic report creation and the new features of Webi 6.1 • • **Please Note** When entering in a date range, you now must enter in the entire year(eg. 2003) and not just 03(eg. 4/20/2003 as opposed to 4/20/03) • • MGS4020_08.ppt/Feb 6, 2020/Page 38 Georgia State University - Confidential

  39. Webi 6.1 – Query Features Edit Query – create/edit a query, define query filters, query properties, and/or scope of analysis. Edit Report change document format including the structure (e.g multiblocks), layout and colors. MGS4020_08.ppt/Feb 6, 2020/Page 39 Georgia State University - Confidential

  40. Webi 6.1: Edit Query All New Documents start here, but users can return to edit the query at any time MGS4020_08.ppt/Feb 6, 2020/Page 40 Georgia State University - Confidential

  41. Webi 6.1: View and Display Modes When editing the report users may view a report in: – Structure or Results – Normal or Page Layout – Drill mode (View Results) MGS4020_08.ppt/Feb 6, 2020/Page 41 Georgia State University - Confidential

  42. Webi 6.1: Edit Report Normal Page Display (Page Layout button is Toggled off…) MGS4020_08.ppt/Feb 6, 2020/Page 42 Georgia State University - Confidential

  43. Webi 6.1: Edit Report Page Layout Display button is Toggled on… MGS4020_08.ppt/Feb 6, 2020/Page 43 Georgia State University - Confidential

  44. Webi 6.1: Tabs Report Manager: Data, Templates, Properties, Map The Properties tab displays is relevant to a selected object, block, etc. The Map tab facilitates navigation. MGS4020_08.ppt/Feb 6, 2020/Page 44 Georgia State University - Confidential

  45. Webi 6.1: Edit Report Toolbar User can toggle between View Structure and View Results Top Bar – General Document-related features Bottom Bar – Selection specific features (including Drill) MGS4020_08.ppt/Feb 6, 2020/Page 45 Georgia State University - Confidential

  46. Webi 6.1: Report Pane MGS4020_08.ppt/Feb 6, 2020/Page 46 Georgia State University - Confidential

  47. Webi 6.1: Filter Pane Filter zone: Refining the display of report data MGS4020_08.ppt/Feb 6, 2020/Page 47 Georgia State University - Confidential

  48. Webi 6.1: Feedback and Tool Tips Tool tips on icons – mouseover help Tips & feedback when dragging object (pre-drop) • • On Mouseover Icons indicate filters, sorts & breaks Clicking on these icons enables you to view their properties MGS4020_08.ppt/Feb 6, 2020/Page 48 Georgia State University - Confidential

  49. Webi 6.1: Show Me How & Help • “Show me how” icon, – Top right corner of Java Report Panel – Opens a page with links to flash demos Help menu • MGS4020_08.ppt/Feb 6, 2020/Page 49 Georgia State University - Confidential

  50. Webi 6.1: Multi-Block Create Multi- blocks with new block Templates Alternatively, Drag & Drop existing block and Turn to… MGS4020_08.ppt/Feb 6, 2020/Page 50 Georgia State University - Confidential

More Related