Microsoft BI Stack Portfolio

Microsoft© Business Intelligence Stack Portfolio

Angela Trappangela_trapp@yahoo.com

(404) 668-3674

Table of Contents

Overview……………………………………….…3SSIS (Integrated Services)…………………4SSAS (Analysis Services)……………………9Multi-Dimensional Expressions (MDX)…...13Excel KPI Scorecards……………………….19Performance Point Server…………….…26SharePoint……………………………………..31

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OverviewIntroduction: This portfolio displays samples of my work using the Microsoft Business Intelligence (BI) Stack.

Core Technologies:• Microsoft SQL Server 2005• Microsoft SQL Server 2005 MDX• Microsoft SQL Server 2005 Integrated Services (SSIS)• Microsoft SQL Server 2005 Analysis Services (SSAS)• Microsoft SQL Server 2005 Reporting Services (SSRS)• Microsoft Performance Point Server 2007 (PPS)• Microsoft Office SharePoint Services 2007 (MOSS)

Audience:• Business Executives• IT Staff• IT Management

Goals:• Define star and snowflake schema (fact and dimension tables) using Microsoft Visio • Create a staging database using Visio to generate the DDL• Create ETL solution to update SQL Server 2005 database from Excel and flat file sources using SSIS• Create a cube using SSAS• Write MDX queries based on specifications• Define calculated members and business Key Performance Indicators (KPIs) in SSAS • Use Excel Services 2007 to display cube data and KPI status and trend indicators• Produce detail and summary reports using SSRS• Create scorecards using Performance Point Dashboard Designer• Render dashboards to MOSS

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SSIS (Integrated Services)I have used SSIS to:• Create packages to move data from de-normalized and

normalized raw data sources (Excel, CSV)• Perform a full data load into MS SQL Server 2005• Run scheduled packages nightly to import/update data• Perform data validation (e.g., orphaned child records)• Generate summary e-mails to include number of rows

inserted and updated• Redirect errors to log files to attach as notification e-mail

attachments• Re-index, shrink, and perform nightly backups of the database

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SSIS (Integrated Services)

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NotificationThe screen capture below shows how I created e-mail notification alerts whenever a package completes successfully or unsuccessfully.

SSIS (Integrated Services)

Verbose E-mailsI used the Send E-mail task to set up e-mail notification alerts that send meaningful

information to the recipient regarding the package execution.

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SSIS (Integrated Services)Master PackageI used encapsulation to create a master package of 8

packages by placing them in a Sequence Container.

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SSIS (Integrated Services)

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Foreach Loop ContainerHere, I used the Foreach Loop

container to successfully loop through CSV-formatted flat files to load their timesheet data into the database while keeping track of the number of rows inserted/updated.

SSAS (Analysis Services)Design Data Source View using Business Intelligence Design Studio (BIDS)• Using BIDS, I restored a database using a backup file.• I created four fact tables and a calendar table from scripts provided by the DBA.• This screenshot shows the tables used, including all primary and foreign key relationships that I created.

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SSAS (Analysis Services)

Design Cube Using BIDS• generated a cube using BIDS’s Cube Wizard, which

automatically creates dimension attributes and hierarchies.• I was then able to verify the fact and dimension tables, the

measure groups, and the dimensions used in each fact table. I was then able to rename the levels and create a hierarchy.

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SSAS (Analysis Services)

Viewing Hierarchy Data• I can view any newly created dimension hierarchies and

their data directly in BIDS.

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SSAS (Analysis Services)

PartitioningOnce the cube has been created, partitions can be generated

with the desired aggregations. Here, we can partition data based on a logical filter such as year.

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Multi-Dimensional Expressions (MDX)

Calculated MembersUsing calculated members, I can retrieved as many

formatted measures as I like from the cube.

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Multi-Dimensional Expressions (MDX)

Calculated Members - SumHere, I’m able to get the total cost, total profit, and

percentage of profit with respect to both of each individual job.

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Multi-Dimensional Expressions (MDX)

TopPercentThis MDX function is often used when reporting

data is desired in aggregated form based on some specific percentage.

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Multi-Dimensional Expressions (MDX)

Dual-Dimension RowIn this example, I show that dimensions can be

“layered” in the rows to show a flat version of a drilldown report.

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Multi-Dimensional Expressions (MDX)

ParallelPeriodIf we want to look at the same timeframe some

periods ago, we can use this handy function.

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Multi-Dimensional Expressions (MDX)

Format_stringI am using format_string here again with the numeric

values in all four sections of the property to format currency values in a more controlled manner.

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Excel KPI Scorecards

There are many ways to report on data such as the Key Performance Indicators (KPIs) shown here. This Excel pivot table was created using measures supplied by a cube as a data source.

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SSAS (Analysis Services)

This is probably one of the preferred ways of generating calculated members, thorough the Calculations feature of SSAS.

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SSAS (Analysis Services)

I can also access any part of a dimension in the Expression field when creating a calculated member in SSAS, just like in an MDX query.

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SSAS (Analysis Services)

Here, I have created a KPI for a calculated member.

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SSAS (Analysis Services)

Here, I am creating a calculated member for an increase percentage.

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SSAS (Analysis Services)

Here, I want to create a traffic light KPI to visually show the good, bad, and warning signs where overhead may be an issue

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Excel KPI ScorecardOnce the KPI is created, it can be used in an Excel pivot table, as shown here.

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Performance Point Server

Bar charts can be created in Excel as well, but here is an example of the first step to creating a bar chart in Performance Point

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Performance Point Server

Performance Point has designer in which measures and dimensions can be dragged and dropped to create a desired result. Here, I can go a step beyond the designer and create a custom MDX query for even more complex graphs.

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Performance Point ServerTo select a data source to use for any report, I can navigate through the server’s virtual folders to the desired data source. Here I’m choosing a data source for an analytic grid report to be created in Performance Point.

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Performance Point Server

If you want to give the user the ability to select values against which the report can vary, parameters can be set up that are customizable here, within Performance Point. Here, a parameter is set up for the fiscal quarters, with the default being 2005 Q4.

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Performance Point Dashboard

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A few strokes at the keyboard and clicks of the mouse can get result in a useful dashboard such as this with two scorecards and a filter that is designed to drive the scorecard on the left while the one on the right remains static.

PPS Analytic Chart - SharePoint

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A n analytical chart created in Performance Point and published to SharePoint

Analytic Chart w/Multi-Select

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An analytical chart that allows the user to select one or more categories was created in Performance Point and published to SharePoint.

SharePoint PPS Dashboard

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A custom bar chart with line marker that was generated using MDX to create a dual-Y axis and an accompanying chart below , all driven by a filter.

SSRS Report in SharePoint

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An SSRS Report generated using parameters in the dataset to support two week ending dates linked for a report over a range of time.

Excel Services Chart in SharePoint

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A pivot chart create in Excel with two filters, all published to SharePoint using Excel Services with parameters.