1. Business Intelligence Portfolio Annie Lostlen annielostlen@comcast.net (425) 401-1565 SET FOCUS BI Masters Program Design and Development of a Business Solution using Microsoft Business Intelligence tools

2. Table of Contents Introduction and Goals - Labor analysis business intelligence solution for a fictitious national construction company, AllWorks SQL Server Integration Services - ETL capabilities SQL Server Analysis Services - Cube development SQL Server Reporting Services MS Office Performance Point Server - Dashboards MOSS 2007 Report Center and Excel Services

3. AllWorks Project Introduction: The project designs and builds an SQL Server 2005 database, SSAS cubes, SSRS reports, Excel reports and charts and PPS dashboards to track employee and customer information, timesheet and labor rates data, as well as job order information, job materials, and customer invoices for a fictitious construction company called AllWorks. In the client project scenario, AllWorks currently stores this information in Excel Spreadsheets, XML files, and CSV files. Project Goals: Build an application that automates data loads through use of the SSIS ETL tool and ultimately presents information, per business requirements, through reports, KPIs, and charts to be viewed on a SharePoint web site.

4. SQL Server Integration Services SSIS is a tool for handling the extraction, transformation, and loading of data Data extractions and loads can come from and into many sources, ie: SQL Server, ODBC, Oracle, text files, Excel, and more. The AllWorks project requirement for SSIS was to take data from diverse sources to a staging database in SQL Server. Multiple dimension and fact table extract, transform, and load processes defined Data transformations performed to ensure compatibility with staging database Data integrity checks performed to maintain key constraints Process and store record and file counts for notification Log error exceptions and orphaned data Setup schedule to run nightly SSIS process with email notifications of success or failure The following four slides give examples of data control and data flow processes

5. SSIS ProjectSample Control & Data Flow

6. SSIS Project Sample Foreach Loop

7. SSIS ProjectSample Foreach Data Flow

8. SSIS ProjectMaster Maintenance Package Project deployed to SQL Server and job agent was setup to execute this package nightly

9. SQL Server Analysis Services SSAS is the OLAP store to build multi-dimensional cubes that includes Custom calculations KPIs Data mining models Data sources can come from SQL Server, Oracle, DB2 or others, ie: XML SSAS cube data is easily available through MS Office and SQL Server Reporting Services The AllWorks project requirement for SSAS was to create multi-dimensional cubes from the SQL Server staging database to give users the ability to analyze and measure profitability and costs The following four slides give examples of the data model, partitions, KPIs and output data via Excel

14. between 10 and 15% is yellow

17. Current quarter to default to most recent quarter of data, compared to last quarter

18. Indicate %change increase in red

21. Summarize hours worked and total labor dollars by job and week end date

22. Selection is by employee and the date ranges should only be those the employee workedCascading parameter s were used to enable the user to select from a proper list of dates

23. Performance Point Server 2007 PPS 2007 is a member of the Office 2007 system of products Designing, publishing and managing dashboards are simple in PPS KPIs can be created or imported from SSAS cubes Scorecards are built to display and monitor the progress of KPIs Reports and charts can be built in PPS or Connect to SSRS reports and Excel spreadsheets These are all part of the elements contained in dashboards to control what the user sees Dashboards are shared with the user via SharePoint The AllWorks project requirement for PPS was to create two dashboards to be deployed to SharePoint

24. Performance Point Server 2007 Two scorecards were setup on one page to display KPIs from the analytic cube by quarter selected. The Overhead Trend scorecard reports the percentage change of overhead expense current quarter compared to the prior quarter with a status symbol to compare to the goal. The right scorecard reports three KPIs that drill to the customer level

25. Performance Point Server 2007 This page of the dashboard contains two reports that presents the top 10 customer and top 5 employees by hours worked and total labor dollars. The selection criteria is by quarter period. An example of the MDX used to create a top count is for the labor jobs.

26. Performance Point Server 2007 This page of the dashboard contains a chart on dual axis comparing employee selected to total employees. The report then slices by the jobs the employed worked compared to the total. Sample MDX used.

27. Performance Point Server 2007 The second dashboard setup was primarily for reports and charts from Excel Services. This chart allows the user to select multiple years and clients to display labor dollars across quarters by contractors and employees.

28. Performance Point Server 2007 Another example of an Excel chart. Selections can be made for one or multiple counties to display profit dollars and Profit % across quarters.

29. Microsoft SharePoint Server 2007 Microsoft SharePoint Server, MOSS, is where all the reports, spreadsheets and dashboards were deployed . This is the schedule setup to run the SSRS Overhead report .