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Business Intelligence
Portfolio



Name: Chris Tselebis
Email:ctselebis@earthlink.net
Phone: 646.942.6075
Table of Contents


     Project Overview ………………..……………………………………………………………….…3
     T-SQL Samples ……….………….…………………………………………………………………..5
     SSIS - Integration Services …..………………………………………………………………….7
     SSAS - Analysis Services ………………………………………………………………………..13
     MDX Samples ……………………………………………………………………………………….17
     Calculated Members …………………………………………………………...……………….20
     KPI’s, Trend Indicators, and Excel Services – Samples ……..……….……………21
     SSRS – Reporting Services ………………………………………………..….……………….25
     MOSS/PPS – SharePoint and Performance Point Services ..….…….…………31




© Chris Tselebis               Business Intelligence Portfolio               2
Project Overview

Sample Business Intelligence Project Work
    This portfolio contains selected examples of my development skills in the Microsoft Business Intelligence
    arena.
Core technologies covered:
•   Microsoft SQL Server 2005 T-SQL
•    Microsoft SQL Server 2005 MDX
•    Microsoft SQL Server 2005
•    Microsoft SQL Server 2005 Integration Services (SSIS)
•    Microsoft SQL Server 2005 Analysis Services (SSAS)
•    Microsoft SQL Server 2005 Reporting Services (SSRS)
•    Microsoft Office SharePoint Server 2007 (MOSS)
•    Microsoft Office Performance Point Server (PPS)

Introduction: Project Summary
     Design and build a Business Intelligence solution for a simulated construction company to track employee,
     customer, job order, and timesheet information.
Audience
•     Business executives
•     Information workers
•     IT managers

© Chris Tselebis                            Business Intelligence Portfolio                                      3
Project Overview

Project Goals
•    Define a Star Schema database using Visio (four fact tables)
•    Create a Staging Database (Visio created the DDL)
•    Create an ETL solution to update the SQL Server 2005 database from Excel and flat file sources using SSIS
•    Create a Star Schema Analysis Services cube with SSAS
•    Write MDX queries based on specifications
•    Define Calculated Members and business Key Performance Indicators (KPIs) in SSAS
•    Use Excel Services 2007 to display the cube data and the KPIs, displaying statuses and trends
•    Produce detail and summary reports using SSRS
•    Create score cards using MS Office Performance Point
•    Implement business intelligence dashboards using MOSS 2007 (SharePoint)




© Chris Tselebis                             Business Intelligence Portfolio                                     4
T-SQL Samples
     SQL Script: Script that loads the Date Dimension of an Analysis Services Staging database.




© Chris Tselebis                             Business Intelligence Portfolio                      5
T-SQL Samples
     Sample SQL: utilize OPENROWSET and Dynamic SQL statements.




© Chris Tselebis                        Business Intelligence Portfolio   6
SSIS - Integration Services

Integration Services
•    Create packages to transfer the data from different raw data sources (Excel, CSV). Data sources are both
     normalized and non-normalized.
•    Do a full load of data into MS SQL Server 2005.
•    Run scheduled packages nightly to import/update any additional information.
•    Perform validation to detect errors (e.g. child records with invalid parent records).
•    Generate emails with the results, including rows inserted, updated. Errors are redirected to log files which
     become email attachments.
•    Create a separate package to re-index and shrink the database, as well as perform nightly backups of the
     database.

Screen Shots
    Following are the Master Package that has all the individual Packages and ProjectTimeSheet Package.




© Chris Tselebis                              Business Intelligence Portfolio                                       7
SSIS - Integration Services
     Master Package:




© Chris Tselebis             Business Intelligence Portfolio   8
SSIS - Integration Services
     Control Flow of the ProjectTimeSheet Package: read data from varying number of flat files in a folder utilizing
     the “Foreach Loop Container”. Running totals of rows inserted, updated, and errors generated for all files are
     kept for notification after the package completes. Code on next page.




© Chris Tselebis                             Business Intelligence Portfolio                                           9
SSIS - Integration Services
Data flow of the ProjectTimeSheet Package : gets repeated for each source file in the source directory.




© Chris Tselebis                             Business Intelligence Portfolio                              10
SSIS - Integration Services
MS VB Script to track the row counts for successful and unsuccessful data insert or update.




© Chris Tselebis                             Business Intelligence Portfolio                  11
SSIS - Integration Services
     Notification. This is an example of the settings to send email alerts when an SSIS package completes, and
     there are invalid dates in the source data. The email has the error information in the Subject line, in the body,
     and includes the error file with the bad record. Similar emails are sent when data is successfully inserted as
     well as when data is updated.




© Chris Tselebis                              Business Intelligence Portfolio                                        12
SSAS - Analysis Services

Design the Data Source View using BIDS
•   Restore the All Works Database from the Backup file.
•   Create the four fact tables from the scripts provided by the DBA.
•   Create the calendar table (AllWorksCalendar) from the script provided by the DBA.
•   Establish database connection.
•   Use “Service Account” for login credentials.
•   Select the tables that we will use, including the fact tables and the dimension tables.
•   All tables are indicated in the screen shot that follows.
•   The DSV relationships are not completely established, and must be defined manually. Utilize the Data Source
    View (DSV) Diagram for All Works Data Source, define the primary key foreign key related members between
    tables, and save.




© Chris Tselebis                            Business Intelligence Portfolio                                       13
SSAS - Analysis Services
DSV Diagram:




© Chris Tselebis        Business Intelligence Portfolio   14
SSAS - Analysis Services
Design the Cube using BIDS
•   Utilize the Cube Wizard to build the All Works Cube
•   Automatically create attributes and hierarchies
•   Verify that the Fact tables and Dimension Tables properly identified
•   Verify measures by measure group
•   Verify dimensions
•   Name cube and finish
•   Use dimension Usage to verify dimensions used in each fact table
•   Edit AllWorksCalendar dimension – rename levels and create hierarchy




© Chris Tselebis                           Business Intelligence Portfolio   15
SSAS - Analysis Services
Browsing the Cube using BIDS




© Chris Tselebis                    Business Intelligence Portfolio   16
MDX Samples




© Chris Tselebis   Business Intelligence Portfolio   17
MDX Samples




© Chris Tselebis   Business Intelligence Portfolio   18
MDX Samples




© Chris Tselebis   Business Intelligence Portfolio   19
Calculated Members
Here are some examples of Calculated Members that are in the cube.
They can be used by Excel Services Pivot Tables, Reporting Services, other reporting tools, and in MDX queries.
These Calculated Members, and others, were created primarily to simplify KPI expressions.
An example of one Calculated Member is shown in the BIDS interface screen shot below.




© Chris Tselebis                             Business Intelligence Portfolio                                      20
KPI’s, Trend Indicators, and Excel Services – Samples
Example - KPI Open Receivables




© Chris Tselebis                 Business Intelligence Portfolio   21
KPI’s, Trend Indicators, and Excel Services – Samples
     Excel Services was used to connect to the Analysis Services Cubes, and used the Pivot Table Interface to create
     reports including KPI’s and Trend Indicators.
     Screen Shot: KPI Open Receivables. This report shows clients, their invoice amount, and the amount received.
     If the open receivables are greater than 10%, show Red, between 5 and 10% show Yellow, and less than 5%
     show Green




© Chris Tselebis                             Business Intelligence Portfolio                                      22
KPI’s, Trend Indicators, and Excel Services – Samples
     Screen Shot: This report shows regional sales and returns, and the percentage of returns vs sales. The KPI is
     based on the Returns Percentage; Less than 5% Green, 5-5.5% Yellow, and greater than 5.5% Red. The Trend
     indicator shows the trend as compared to last year; if a smaller percent of returns, then an Up Arrow (good). If
     the percent (rounded) is the same, then show a Right Arrow (OK). If a larger percent of returns than last year,
     then indicate a Down Arrow (bad).




© Chris Tselebis                             Business Intelligence Portfolio                                       23
KPI’s, Trend Indicators, and Excel Services – Samples
     Screen Shot: This report shows the Overhead Pct. The KPI is based on the of Total Cost; Less than 10% Green,
     10-15% Yellow, and greater than 15% Red.




© Chris Tselebis                            Business Intelligence Portfolio                                     24
SSRS – Reporting Services
SSRS Report: Pie Chart Report with Document Map showing us Dollar Sales by Product Category and Region




© Chris Tselebis                          Business Intelligence Portfolio                                25
SSRS – Reporting Services
     The Report in Layout Mode (Design): Main Group by Product Category and Inserted Graph in one of the
     group’s row. The Graph has additional code in order to display the Dollar Sales as % of the sum for the dataset.




© Chris Tselebis                             Business Intelligence Portfolio                                       26
SSRS – Reporting Services
     SSRS Report: Demo of Using KPIs with trending from and SSAS cube with dynamic pictures.




© Chris Tselebis                           Business Intelligence Portfolio                     27
SSRS – Reporting Services
     The Report in Layout Mode (Design) : Created a Report Parameter in order to use Images that are stored in a
     Server location (in this case in SharePoint), and use that server location to dynamically display the pictures.




© Chris Tselebis                              Business Intelligence Portfolio                                      28
SSRS – Reporting Services
     SSRS Report: Report that gives us the Top# of Products for the Top# Regions and a Date Range as parameters.
     It requires custom MDX code for the main dataset (dsOrders), and also custom MDX code for 2 dataset s for
     the date range parameters (MonthStart, MonthEnd).




© Chris Tselebis                            Business Intelligence Portfolio                                    29
SSRS – Reporting Services
     The Report in Layout Mode (Design) : Custom MDX code using parameters and the GENERATE/TOP MDX
     functions in order to produce our user specified TOP Products for the TOP Regions and Date Range.




© Chris Tselebis                          Business Intelligence Portfolio                                30
MOSS/PPS – Share Point and Performance Point Services
Created Share Point site collection with Reporting Services and Excel Services Integration.
Added WebPart with an SSRS Report as part of the Home Page and the following Document libraries:
•   GeneratedReports (Document Library)
•   PPSDashboards (Report Library)
•   SSRSReports (Report Library)
•   ExcelDocuments (Document Library)
•    WebParts (Document Library)




© Chris Tselebis                          Business Intelligence Portfolio                          31
MOSS/PPS – Share Point and Performance Point Services
     WebParts : Several WebPart pages incorporating Excel Documents, SSRS Reports with filters. The following
     screen shots are of a complex Excel Document coming from an OLAP Cube and the second screen shot of an
     SSRS Report with cascading filters.




© Chris Tselebis                           Business Intelligence Portfolio                                      32
MOSS/PPS – Share Point and Performance Point Services
     Excel Score Card : Have 2 different XLS documents, one showing a Graph and a second showing KPI s, appear in
     one page utilizing the XLS Services and Web Parts to build the ASP page.




© Chris Tselebis                            Business Intelligence Portfolio                                   33
MOSS/PPS – Share Point and Performance Point Services
SSRS Report with Chart and Parameters : Import an existing SSRS Report with parameters




© Chris Tselebis                          Business Intelligence Portfolio                34
MOSS/PPS – Share Point and Performance Point Services
     SSRS Report using Parameters created with web parts in Share Point: Import existing SSRS Report with
     parameter but this time instead of using the SSRS parameters we are utilizing web parts to create
     parameters/filters and have them appear in the left pane instead of the traditional right when you import an
     SSRS report.




© Chris Tselebis                             Business Intelligence Portfolio                                        35
MOSS/PPS – Share Point and Performance Point Services
Scorecard Created in PPS : KPI for Growth % and Returns % with trending with 2 filters for Products and Dates.




© Chris Tselebis                            Business Intelligence Portfolio                                      36
MOSS/PPS – Share Point and Performance Point Services
     Scorecard Created in PPS : Gauge score card with Hot Links for Annual Sales Goal and Returns %. When user
     clicks on the header it displays the corresponding chart on the right.




© Chris Tselebis                           Business Intelligence Portfolio                                       37
MOSS/PPS – Share Point and Performance Point Services
PPS Dashboard with imported SSRS report using native filter from PPS instead of the SSRS filter

     PPS Dashboard in Design View                                 Dashboard in PPS Preview Site




© Chris Tselebis                            Business Intelligence Portfolio                       38

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Chris Tselebis Portfolio

  • 1. Business Intelligence Portfolio Name: Chris Tselebis Email:ctselebis@earthlink.net Phone: 646.942.6075
  • 2. Table of Contents Project Overview ………………..……………………………………………………………….…3 T-SQL Samples ……….………….…………………………………………………………………..5 SSIS - Integration Services …..………………………………………………………………….7 SSAS - Analysis Services ………………………………………………………………………..13 MDX Samples ……………………………………………………………………………………….17 Calculated Members …………………………………………………………...……………….20 KPI’s, Trend Indicators, and Excel Services – Samples ……..……….……………21 SSRS – Reporting Services ………………………………………………..….……………….25 MOSS/PPS – SharePoint and Performance Point Services ..….…….…………31 © Chris Tselebis Business Intelligence Portfolio 2
  • 3. Project Overview Sample Business Intelligence Project Work This portfolio contains selected examples of my development skills in the Microsoft Business Intelligence arena. Core technologies covered: • Microsoft SQL Server 2005 T-SQL • Microsoft SQL Server 2005 MDX • Microsoft SQL Server 2005 • Microsoft SQL Server 2005 Integration Services (SSIS) • Microsoft SQL Server 2005 Analysis Services (SSAS) • Microsoft SQL Server 2005 Reporting Services (SSRS) • Microsoft Office SharePoint Server 2007 (MOSS) • Microsoft Office Performance Point Server (PPS) Introduction: Project Summary Design and build a Business Intelligence solution for a simulated construction company to track employee, customer, job order, and timesheet information. Audience • Business executives • Information workers • IT managers © Chris Tselebis Business Intelligence Portfolio 3
  • 4. Project Overview Project Goals • Define a Star Schema database using Visio (four fact tables) • Create a Staging Database (Visio created the DDL) • Create an ETL solution to update the SQL Server 2005 database from Excel and flat file sources using SSIS • Create a Star Schema Analysis Services cube with SSAS • Write MDX queries based on specifications • Define Calculated Members and business Key Performance Indicators (KPIs) in SSAS • Use Excel Services 2007 to display the cube data and the KPIs, displaying statuses and trends • Produce detail and summary reports using SSRS • Create score cards using MS Office Performance Point • Implement business intelligence dashboards using MOSS 2007 (SharePoint) © Chris Tselebis Business Intelligence Portfolio 4
  • 5. T-SQL Samples SQL Script: Script that loads the Date Dimension of an Analysis Services Staging database. © Chris Tselebis Business Intelligence Portfolio 5
  • 6. T-SQL Samples Sample SQL: utilize OPENROWSET and Dynamic SQL statements. © Chris Tselebis Business Intelligence Portfolio 6
  • 7. SSIS - Integration Services Integration Services • Create packages to transfer the data from different raw data sources (Excel, CSV). Data sources are both normalized and non-normalized. • Do a full load of data into MS SQL Server 2005. • Run scheduled packages nightly to import/update any additional information. • Perform validation to detect errors (e.g. child records with invalid parent records). • Generate emails with the results, including rows inserted, updated. Errors are redirected to log files which become email attachments. • Create a separate package to re-index and shrink the database, as well as perform nightly backups of the database. Screen Shots Following are the Master Package that has all the individual Packages and ProjectTimeSheet Package. © Chris Tselebis Business Intelligence Portfolio 7
  • 8. SSIS - Integration Services Master Package: © Chris Tselebis Business Intelligence Portfolio 8
  • 9. SSIS - Integration Services Control Flow of the ProjectTimeSheet Package: read data from varying number of flat files in a folder utilizing the “Foreach Loop Container”. Running totals of rows inserted, updated, and errors generated for all files are kept for notification after the package completes. Code on next page. © Chris Tselebis Business Intelligence Portfolio 9
  • 10. SSIS - Integration Services Data flow of the ProjectTimeSheet Package : gets repeated for each source file in the source directory. © Chris Tselebis Business Intelligence Portfolio 10
  • 11. SSIS - Integration Services MS VB Script to track the row counts for successful and unsuccessful data insert or update. © Chris Tselebis Business Intelligence Portfolio 11
  • 12. SSIS - Integration Services Notification. This is an example of the settings to send email alerts when an SSIS package completes, and there are invalid dates in the source data. The email has the error information in the Subject line, in the body, and includes the error file with the bad record. Similar emails are sent when data is successfully inserted as well as when data is updated. © Chris Tselebis Business Intelligence Portfolio 12
  • 13. SSAS - Analysis Services Design the Data Source View using BIDS • Restore the All Works Database from the Backup file. • Create the four fact tables from the scripts provided by the DBA. • Create the calendar table (AllWorksCalendar) from the script provided by the DBA. • Establish database connection. • Use “Service Account” for login credentials. • Select the tables that we will use, including the fact tables and the dimension tables. • All tables are indicated in the screen shot that follows. • The DSV relationships are not completely established, and must be defined manually. Utilize the Data Source View (DSV) Diagram for All Works Data Source, define the primary key foreign key related members between tables, and save. © Chris Tselebis Business Intelligence Portfolio 13
  • 14. SSAS - Analysis Services DSV Diagram: © Chris Tselebis Business Intelligence Portfolio 14
  • 15. SSAS - Analysis Services Design the Cube using BIDS • Utilize the Cube Wizard to build the All Works Cube • Automatically create attributes and hierarchies • Verify that the Fact tables and Dimension Tables properly identified • Verify measures by measure group • Verify dimensions • Name cube and finish • Use dimension Usage to verify dimensions used in each fact table • Edit AllWorksCalendar dimension – rename levels and create hierarchy © Chris Tselebis Business Intelligence Portfolio 15
  • 16. SSAS - Analysis Services Browsing the Cube using BIDS © Chris Tselebis Business Intelligence Portfolio 16
  • 17. MDX Samples © Chris Tselebis Business Intelligence Portfolio 17
  • 18. MDX Samples © Chris Tselebis Business Intelligence Portfolio 18
  • 19. MDX Samples © Chris Tselebis Business Intelligence Portfolio 19
  • 20. Calculated Members Here are some examples of Calculated Members that are in the cube. They can be used by Excel Services Pivot Tables, Reporting Services, other reporting tools, and in MDX queries. These Calculated Members, and others, were created primarily to simplify KPI expressions. An example of one Calculated Member is shown in the BIDS interface screen shot below. © Chris Tselebis Business Intelligence Portfolio 20
  • 21. KPI’s, Trend Indicators, and Excel Services – Samples Example - KPI Open Receivables © Chris Tselebis Business Intelligence Portfolio 21
  • 22. KPI’s, Trend Indicators, and Excel Services – Samples Excel Services was used to connect to the Analysis Services Cubes, and used the Pivot Table Interface to create reports including KPI’s and Trend Indicators. Screen Shot: KPI Open Receivables. This report shows clients, their invoice amount, and the amount received. If the open receivables are greater than 10%, show Red, between 5 and 10% show Yellow, and less than 5% show Green © Chris Tselebis Business Intelligence Portfolio 22
  • 23. KPI’s, Trend Indicators, and Excel Services – Samples Screen Shot: This report shows regional sales and returns, and the percentage of returns vs sales. The KPI is based on the Returns Percentage; Less than 5% Green, 5-5.5% Yellow, and greater than 5.5% Red. The Trend indicator shows the trend as compared to last year; if a smaller percent of returns, then an Up Arrow (good). If the percent (rounded) is the same, then show a Right Arrow (OK). If a larger percent of returns than last year, then indicate a Down Arrow (bad). © Chris Tselebis Business Intelligence Portfolio 23
  • 24. KPI’s, Trend Indicators, and Excel Services – Samples Screen Shot: This report shows the Overhead Pct. The KPI is based on the of Total Cost; Less than 10% Green, 10-15% Yellow, and greater than 15% Red. © Chris Tselebis Business Intelligence Portfolio 24
  • 25. SSRS – Reporting Services SSRS Report: Pie Chart Report with Document Map showing us Dollar Sales by Product Category and Region © Chris Tselebis Business Intelligence Portfolio 25
  • 26. SSRS – Reporting Services The Report in Layout Mode (Design): Main Group by Product Category and Inserted Graph in one of the group’s row. The Graph has additional code in order to display the Dollar Sales as % of the sum for the dataset. © Chris Tselebis Business Intelligence Portfolio 26
  • 27. SSRS – Reporting Services SSRS Report: Demo of Using KPIs with trending from and SSAS cube with dynamic pictures. © Chris Tselebis Business Intelligence Portfolio 27
  • 28. SSRS – Reporting Services The Report in Layout Mode (Design) : Created a Report Parameter in order to use Images that are stored in a Server location (in this case in SharePoint), and use that server location to dynamically display the pictures. © Chris Tselebis Business Intelligence Portfolio 28
  • 29. SSRS – Reporting Services SSRS Report: Report that gives us the Top# of Products for the Top# Regions and a Date Range as parameters. It requires custom MDX code for the main dataset (dsOrders), and also custom MDX code for 2 dataset s for the date range parameters (MonthStart, MonthEnd). © Chris Tselebis Business Intelligence Portfolio 29
  • 30. SSRS – Reporting Services The Report in Layout Mode (Design) : Custom MDX code using parameters and the GENERATE/TOP MDX functions in order to produce our user specified TOP Products for the TOP Regions and Date Range. © Chris Tselebis Business Intelligence Portfolio 30
  • 31. MOSS/PPS – Share Point and Performance Point Services Created Share Point site collection with Reporting Services and Excel Services Integration. Added WebPart with an SSRS Report as part of the Home Page and the following Document libraries: • GeneratedReports (Document Library) • PPSDashboards (Report Library) • SSRSReports (Report Library) • ExcelDocuments (Document Library) • WebParts (Document Library) © Chris Tselebis Business Intelligence Portfolio 31
  • 32. MOSS/PPS – Share Point and Performance Point Services WebParts : Several WebPart pages incorporating Excel Documents, SSRS Reports with filters. The following screen shots are of a complex Excel Document coming from an OLAP Cube and the second screen shot of an SSRS Report with cascading filters. © Chris Tselebis Business Intelligence Portfolio 32
  • 33. MOSS/PPS – Share Point and Performance Point Services Excel Score Card : Have 2 different XLS documents, one showing a Graph and a second showing KPI s, appear in one page utilizing the XLS Services and Web Parts to build the ASP page. © Chris Tselebis Business Intelligence Portfolio 33
  • 34. MOSS/PPS – Share Point and Performance Point Services SSRS Report with Chart and Parameters : Import an existing SSRS Report with parameters © Chris Tselebis Business Intelligence Portfolio 34
  • 35. MOSS/PPS – Share Point and Performance Point Services SSRS Report using Parameters created with web parts in Share Point: Import existing SSRS Report with parameter but this time instead of using the SSRS parameters we are utilizing web parts to create parameters/filters and have them appear in the left pane instead of the traditional right when you import an SSRS report. © Chris Tselebis Business Intelligence Portfolio 35
  • 36. MOSS/PPS – Share Point and Performance Point Services Scorecard Created in PPS : KPI for Growth % and Returns % with trending with 2 filters for Products and Dates. © Chris Tselebis Business Intelligence Portfolio 36
  • 37. MOSS/PPS – Share Point and Performance Point Services Scorecard Created in PPS : Gauge score card with Hot Links for Annual Sales Goal and Returns %. When user clicks on the header it displays the corresponding chart on the right. © Chris Tselebis Business Intelligence Portfolio 37
  • 38. MOSS/PPS – Share Point and Performance Point Services PPS Dashboard with imported SSRS report using native filter from PPS instead of the SSRS filter PPS Dashboard in Design View Dashboard in PPS Preview Site © Chris Tselebis Business Intelligence Portfolio 38