Microsoft Business Intelligence for Teradata. General Manager SQL Server BI

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1 Microsoft Business Intelligence for Teradata Tom Casey Microsoft General Manager SQL Server BI Todd Walter Teradata R&D CTO

2 Microsoft/Teradata Collaboration Microsoft and Teradata are collaborating to deliver business intelligence solutions New Microsoft BI Applications accessing Teradata Leave the data where it rests Let Teradata do the heavy lifting Customers benefit from the partnership Teradata will extend the Active Enterprise reach and access by injecting intelligence in all decisions Microsoft will deliver the new BI applications to all employees in People Ready enterprise 2 Insights into Action 2007 Teradata PARTNERS

3 3 3

4 Complete and integrated BI and Performance Management offering Widespread delivery of business intelligence through Microsoft Office Enterprise grade and affordable 4 4

5 Real time insight Familiar tools Decisions at all levels Secure Reliable Manageable Embedded BI Common Tools Consistent practices 5 5

6 DELIVERY SharePoint Server Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server SQL Server Reporting Services BI PLATFORM SQL Server DBMS SQL Server Integration Services SQL Server Analysis Services 6 6

7 DELIVERY SharePoint Server Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server SQL Server Reporting Services BI PLATFORM SQL Server DBMS SQL Server Integration Services SQL Server Analysis Services 7 7

8 o Extend the reach of Teradata solutions to more users through collaboration on optimized SQL Server Analysis Services adapter and cartridge for Teradata. CLIENT ADO.NET or OLE DB Provider for Teradata SQL Server Analysis Services cartridge for Teradata helps translate MDX expressions for MOLAP and ROLAP access to Teradata Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans PERFORMANCE MANAGEMENT & COLLABORATION PerformancePoint Server SharePoint Server SQL Server Analysis Services enables direct and seamless integration for content delivery and navigation using familiar tools Make use of Reporting Services and Excel via Analysis Services integration.net Data Provider SQL Server Analysis Services SQL Server Reporting Services 8 8

9 Analyze information with powerful and familiar tools New Office Excel Pivot Tables for analyzing information using business terms Tight integration between Office Excel and Microsoft SQL Server Analysis Services Data Mining add-ins for advanced analysis and new visualization capabilities Enabling end-users with ad hoc reporting capabilities Report Builder for ad hoc reporting of relational or OLAP data Microsoft SQL Server Reporting Services for personalized views of management data Share reports and analysis over the web Excel Services for web based viewing of analysis Scorecards and dashboards for quickly disseminating information Report Center in SharePoint for centralized report management 9

10 Conditional Formatting Spot trends and exceptions in your data to better inform your decisions Data Connection Library Quickly access the most common data sources in your enterprise for data analysis Excel Services Enhanced Sorting and Filtering Sort by cell color or filter data by quarter to work with only the data you need Rich Interactivity Analyze data with new PivotTable tools and enhanced support for SQL Server Analysis Services 10 10

11 Report Authoring Visually design reports & layout via the Report Designer Report Management Manage report categorization, data sources, security, subscriptions via the Report Manager End user report creation Enable end users to create their own Ad-hoc reports via the Report Builder Model design Design semantic models that map to real business entities via the Model Designer 11 11

12 Microsoft SQL Server Developer & Admin Tools Visual Studio 2005 DDL SQL Server 2005 Management Studio Analysis Services Management Objects SQL Server 2005 Analysis Services KPI Engine Data Mining (DMX) Engine Multi-dimensional (MDX) Engine UNIFIED DIMENSIONAL MODEL MOLAP ROLAP HOLAP XML for Analysis (XML/A) XML/A (MDX) Driver XML/A ODBO Client applications Storage Engine Cartridge Cartridge Cartridge Cartridge Teradata.NET Provider Local cube 12 12

13 Improve corporate performance Scorecards to orient measurement to corporate goals Single model to align planning and analysis to the business process Span the organization with planning and measurement capabilities Accelerate management decision making Office Performance Point Server to integrate scorecarding, analysis and planning Integrated workflow for simpler consolidation and reporting Common model for planning used in analysis Enable collaborative analysis Integration with Office Excel for broad deployment of analysis capabilities Personalized scorecards and KPIs for individual views Collaborative environment with context for analysis 13

14 Scorecards Cascading scorecards with interactive charts and data from multiple sources Analytics Multi dimensional slice and dice for advanced analytics including decomposition tree, performance map, and perspective view Planning & Budgeting Plan, budget, forecast at corporate, divisional, and operational levels with visual modeling, Consolidation & Reporting Multiple GL data integration including pre-built integration with Dynamics AX, intercompany eliminations, reconciliations, multiple currency translations, and report wizards

15 o Cost effective and efficient integration for TERADATA via high performance load/unload through collaboration on optimized SQL Server Integration Services Adapter for Teradata CLIENT Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans PERFORMANCE MANAGEMENT & COLLABORATION PerformancePoint Server SharePoint Server Availability & release vehicle TBD New provider using Teradata s high performance interfaces for use with SQL Server Integration Services and Teradata SQL Server Analysis Services SQL Server Reporting Services New SSIS Adapter Support for Load and Unload using TPT SSIS (ETL) tools integration to make connectivity easier, lower cost of integration 15 15

16 o Extend the reach of Teradata solutions to more users through collaboration on optimized SQL Server Reporting Services provider for Teradata. CLIENT Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans PERFORMANCE MANAGEMENT & COLLABORATION PerformancePoint Server SharePoint Server Availability & release vehicle TBD SQL Server Reporting Services options to connect to and translate semantics for query access to Teradata SQL Server Analysis Services SQL Server Reporting Services.NET Provider for Teradata SQL Server Reporting Services enables direct and seamless integration for content delivery and collaboration using familiar tools 16 16

17 History of innovation & partnership Shared goals to bring insights to all employees Take advantage of better integration today! Real time insight Familiar tools Decisions at all levels Secure Available Manageable Embedded BI Common Tools Consistent practices 17 17

18 Teradata Optimized Implementation For Microsoft BI Solutions Todd Walter

19 Business Case Scenario: Customer has some type of OLAP environment Export data from Teradata (i.e. MOLAP) Requirements: Continue to leverage current investment in Microsoft More ADW focus (i.e. reduce data latency) Deeper Analysis (i.e. more dimensions and history) Challenges: Long cube builds Limited depth of analysis Week/Month old data Data transfer saturated network 19 Insights into Action 2007 Teradata PARTNERS

20 OLAP Implementation Techniques Multi-Dimensional View View data from multiple dimensions Summarized and detailed view of the data Marketing Executive Power Users Analyst Multi-Dimensional View OLAP Implementations Data Aggregation Physical Cube (MOLAP) Hybrid Approach (HOLAP) Virtual Cube (ROLAP) Teradata Database Detailed data to build physical cubes Parallel engine to power OLAP queries CUSTOMER CUSTOMER NUMBER CUSTOMER NAME CUSTOMER CITY CUSTOMER POST CUSTOMER ST CUSTOMER ADDR CUSTOMER PHONE CUSTOMER FAX ORDER ORDER NUMBER ORDER DATE STATUS ORDER ITEM SHIPPED QUANTITY SHIP DATE ORDER ITEM BACKORDERED QUANTITY ITEM ITEM NUMBER QUANTITY DESCR I P T I O N 20 Insights into Action 2007 Teradata PARTNERS

21 MOLAP vs. ROLAP Transactional Systems + Scalability + No No data data loading + Drill Drill down/through -- Sub-second ROLAP Physical Semantic Layer 1 Dimensional (ROLAP) 2 + Sub-second -- Scalability Data Data latency --Cost Cost MOLAP Load Data Build Cube MOLAP 21 Insights into Action 2007 Teradata PARTNERS

22 Solution Implement a ROLAP solution with Teradata Use Microsoft Business Intelligence Development Studio modeling tool to design Analysis Services analytic Theoretically, no change in what is being analyzed, just where and when it is being done. Teradata Aggregate Join Index (AJI) Feature Customer understands the query performance trade-off that comes with ROLAP (versus MOLAP) storage. Hence, to assist in attaining the best possible performance, we will use Teradata s Aggregate Join Index (AJI) feature. 22 Insights into Action 2007 Teradata PARTNERS

23 Environment Considerations EDW Design Adhere to the practices and methodologies to best support an enterprise data warehousing environment for the customer. Independent of any tool or analytic requirement in delivering BI content. Semantic Layer To date, customers are creating one database to hold their analytic specific data content in a star/snowflake schema in which Teradata AJIs are implemented Second view database to expose to the tool and users. Proposed AJI When evaluating an AJI for a ROLAP solution, we are proposing to create a broad AJI that references the dimensions and levels except the very lowest level(s). 23 Insights into Action 2007 Teradata PARTNERS

24 Dimension Map and AJI Strategy Dimension Line Dimension Map Time Product Brands Business Channel Org Year Product Category Brand Category Business Type Channel Type Business Unit Quarter Product Brand Division Aggregate Join Index Month Day Area Sales Center 24 Insights into Action 2007 Teradata PARTNERS

25 Database Considerations (1 of 2) Physical database design to be implemented in a semantic layer database (i.e. analytic specific) as discussed in the previous slide MUST adhere to the following stipulations: Snowflake/Star model is currently recommended. All primary and foreign keys are defined as not nullable. All primary and foreign keys are not compressable. All dimension table primary keys are defined as unique utilizing the UNIQUE constraint or the primary key is defined as an UNIQUE PRIMARY INDEX. Ensure there is a 1-M relationship between tables or levels that define your dimension. 25 Insights into Action 2007 Teradata PARTNERS

26 Database Considerations (2 of 2) Ensure all primary and foreign keys are on ID not Name or Description columns. This will result in a smaller AJI which means faster access. Recommended Fact Table design is a 'wide' (i.e. columns for each dimension and measure) Single level dimensions need supporting reference/lookup/dimension table for optimal performance Collect statistics on all primary key/ foreign key / join relationship columns. Implement referential integrity on the primary key/ foreign key columns. The referential integrity can be defined with the check (i.e. hard RI) or no check option (i.e. soft RI). 26 Insights into Action 2007 Teradata PARTNERS

27 Aggregate Join Index Definition CREATE JOIN INDEX AJI_Example,NO FALLBACK,CHECKSUM = DEFAULT AS SELECT COUNT(*)(FLOAT, NAMED CountStar ), ae.brand_category_id, ac.product_category_id, ad.business_type_id, ad.channel_id, ak.area_id, al.year, al.quarter, al.month, SUM(ad.Sales )(FLOAT, NAMED SALES ) FROM Product ac, Fact ad, Brand ae, Sales_Center ak, Time al WHERE (((ad.product_id = ac.product_id ) AND (ad.brand_id = ae.brand_id )) AND (ad.sale_center_id = ak.sale_center_id )) AND (ad.day = al.day ) GROUP BY ae.brand_category_id, ac.product_category_id, ad.business_type_id, ad.channel_id, ak.area_id, al.year, al.quarter, al.month PRIMARY INDEX ( Brand_Category_Id, Product_Category_Id, Business_Type_Id, Channel_Id, Area_Id, Year, Quarter, Month ); 27 Insights into Action 2007 Teradata PARTNERS

28 Conclusion Summary Aggregate Join indexes can greatly improve query performance Easy to define Network traffic reduced Cube build times minimized Built in parallel Requires Teradata Database V2R5.1 Benefits Indexes created can be relatively small structures Dependent upon number of demographics rather than number of rows in Fact/base table(s) More in line with an Active Data Warehouse as opposed to MOLAP AJIs can be shared by multiple cube definitions Can create broader and deeper cubes More dimensions, more categories, more member Maintenance on number of cubes reduced 28 Insights into Action 2007 Teradata PARTNERS

29 Next Steps To address lowest (Fact) level/columns in your OLAP designs, consider the following: Secondary Indexes (SI) Secondary indexes provide faster set selection. Secondary indexes are frequently selected by the Optimizer when a search condition cannot be satisfied with a primary index retrieval. The Optimizer also selects secondary indexes for query plans when they completely or partially cover a query. Partitioned Primary Index (PPI) on date column Are designed to optimize range queries while also providing efficient primary index join strategies. Analyze your range query optimization needs carefully because there are performance tradeoffs between specific range query enhancements and possible decrements for primary index accesses and joins and aggregations on the primary index that occur as a function of the number of active partitions. 29 Insights into Action 2007 Teradata PARTNERS

30 SQL Server Analysis Services to Teradata CRM Supplier Customer Business Intelligence SQL Server 2005 Analysis Services Teradata Cartridge SQL Server 2005 Reporting Services Teradata Cartridge requires.net Data Provider.NET Data Provider or OLE-DB 30 Insights into Action 2007 Teradata PARTNERS

31 Microsoft/Teradata Roadmap CRM Supplier Customer Business Intelligence Metadata SQL Server 2005 Analysis Services Teradata Cartridge * SQL Server 2005 Reporting Services TBD 08H1 Data Provider for Teradata OLE-DB or.net Data Provider Insights into Action Transactional Systems ETL SQL Server 2005 TPT Integration Services 07Q Teradata PARTNERS

32 Joint Solution Components Teradata Teradata database (V2R6.0.1 or higher) OLE-DB Provider for Teradata (1.3 or higher) included w/ttu Only available for 32-bit environments.net Data Provider for Teradata (1.1 or higher) included w/ttu Available for both 32-bit and 64-bit environments This is the recommended connectivity interface instead of OLE-DB Microsoft Microsoft SQL Server 2005 Enterprise Edition (Service Pack 2) SQL Server 2005 Analysis Services (SSAS) OLAP implementation SQL Server 2005 Reporting Services (SSRS) Reporting SQL Server 2005 Integration Services (SSIS) ETL Microsoft Visual Studio 2005 development tool Microsoft Business Intelligence Development Studio (BIDS) - additional project types that are specific to business intelligence 32 Insights into Action 2007 Teradata PARTNERS

33 Partnership Benefits The joint Microsoft and Teradata BI solutions will enable customers to: Leave the data where it resides Allow Teradata to do the "heavy lifting Deploy Microsoft BI solutions for the masses Key benefits for the joint solution : Increasing the breadth and depth of data access Improving analytics response times Reducing cost & data latency with fast, more frequent loads Eliminating cube scalability limitations Lowering Total Cost of Ownership 33 Insights into Action 2007 Teradata PARTNERS

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