1 People. Performance. Profits Increasing Firm Profitability with BI and OLAP Cubes Tom Jones: Director, Product Marketing, ADERANT Agenda OLAP / Cube Introduction Cube basics Modifying cubes Expert Analytics Foundation Product overview and demo Interacting with Cubes Microsoft Excel Microsoft SQL Server Reporting Services Advanced Features Excel 2007 Analysis features SQL Server Analysis Services features OLAP / Cube Introduction
2 Definitions Focus: SQL Server 2005 / Microsoft Office 2007 Core Components (FLAs) SQL Server Relational Database Engine SQL Server Analysis Services (SSAS) SQL Server Reporting Services (SSRS) SQL Server Integration Services (SSIS) Business Intelligence Development Studio (BIDS) Business Intelligence Improving organizations by providing business insights to ALL employees, leading to better, faster, more relevant decisions Complete and integrated BI and performance-management offering Widespread delivery of intelligence through Microsoft Office Enterprise-grade and affordable Organizational BI Team BI Personal BI SQL Server 2005 Analysis Services Business Intelligence Foundation Define / modify / publish cubes Populate cube data (SSIS packages) Additional analysis tools Administrative wizards ** Administrative wizards Deployment tools ** Included in SQL Server License
3 Cube Basics Required Components Data source (fact table) Measures Dimensions Optional / Advanced Components Calculated members Measure groups KPIs Actions Perspectives Demo Cube Basics OLAP Solution Architecture Expert Analytics Foundation Business Users ADERANT Expert ETL Data Warehouse OLAP Cubes ClearView Analytics SSRS Reports Financial Analyst / Power User OLAP Viewer Of Choice SSRS Reports Cube Processing Scheduled Events Refresh data warehouse Process cube Near Real-time Capabilities (Advanced Topic) What you need to know: You can schedule to run every night, every hour, when CPU is idle, etc. There are two steps: refresh data warehouse, and process cube If your requirement is for near real-time, you can implement proactive caching : Analysis Services will listen for data changes, and update dimensions and measures You need to weigh how fresh your data needs to be versus processing load Cube must be designed to support near real-time; this will be supported in SP1 of Expert Analytics Foundation.
4 Modifying Cubes Easy (Business Analyst) Domain Specific Language (DSL) Drag-and-drop Toolset Examples Language translation Legal vs. accounting terminology Regional terminology Change measure definitions Medium (DBA) SSAS Tools Change Dimensions Calculated members Measure groups KPIs Actions / perspectives Modifying Cubes Hard (Developer) BIDS ( Coding ) Examples Add additional measures (add to fact table) Add a new data source Build a new cube Optimize cube performance ADERANT Expert Analytics Foundation
5 Firm Business Drivers Improve performance by Empowering financial analysts for strategic analysis Ready-built cube includes hundreds of pre-defined metrics Allows focus on analysis (vs. data gathering) Excel is the primary analysis tool Gathering and distributing performance metrics to business users Through SharePoint and/or SSRS Extending the content of their SharePoint portal with Trending data / additional metrics Graphical, interactive web parts Firm Concerns about Analytics Expensive to build Data gathering: huge effort to consolidate metrics Technology challenge: cube building / tuning / security Expensive to deploy Costly CALs make it impractical to push analytics to the enterprise Proprietary technology requires expensive resources or consultants Difficult to customize Lack of toolset / customization layer Expert Analytics Foundation Release 7.5 Completely redesigned application Leverages Microsoft technology Microsoft SQL Server 2005 technologies (SSAS, SSIS, SSRS) Tight integration with Excel, SharePoint Path to Microsoft SQL Server 2008 features High performance Data loads 10 times faster (ETL and cube processing) Responsive cube interaction (drill-down / slice and dice) Intuitive navigation Logical structure and hierarchy Measure groups Powerful customization layer Comprehensive security Cost effective Encourages wide deployment
6 Expert Analytics Foundation Architecture Expert Analytics Foundation Business Users ADERANT Expert ETL Data Warehouse OLAP Cubes ClearView Analytics SSRS Reports Financial Analyst / Power User OLAP Viewer Of Choice SSRS Reports Data Warehouse and OLAP Cube Features 200+ performance measures Full multi-currency support Rapid data loading and refresh Intuitive navigation Measure groups, drill-down Powerful, easy-to-use customization layer Domain-Specific Language or DSL Easily customize language, dimensions, measurements, calculations, industry or firm terminology, etc. Customizations preserved during upgrades ClearView Analytics Unlocks value of business data Delivers tailored BI information to business users Improves decision making Increases visibility Increases firm performance / profitability Accessible online through SharePoint or browser Consists of pre-built queries and web parts Aged deliverables Time requirements Disbursements Debt Exposure Metrics Allows drill-down to additional information Role-specific pages
7 ClearView Analytics: Firm ClearView Analytics Drill-down ClearView Analytics Drill-down
8 ClearView Analytics Drill-down Expert Analytics Foundation Key Points Delivers both powerful analysis capabilities and easy information access Analysis Powerful tool to analyze and understand business Leverages Microsoft BI capabilities Information access Delivers performance metrics in an easily understandable, rolebased format Supports informed decision-making Encourages accountability Demo Expert Analytics Foundation Interacting with Cubes Excel
9 Excel-based Analysis Role: Financial Analyst Assumes the Cubes Already Exist Skills Connect to data source Pivot tables Pivot charts Demo Excel-based Analysis Interacting with Cubes SSRS SQL Server Reporting Services Features Fully supports OLAP data sources Browser-based interface to launch reports Drill-down Filtering Creation Options Report Designer (Developer) Report Project Wizard (Financial Analyst) Report Builder (All Users) Demo SSRS / Report Builder
01 Advanced Features Microsoft Office Excel 2007 Goal Seek Not OLAP-specific What value in an input cell produces a desired result in a formula cell? I cannot pay more than $1800 per month for my mortgage. What is the maximum purchase price I can afford? Result: $284,779 Excel offers option to update source data. Demo Goal Seek Solver Not OLAP-specific Goal Seek on Steroids Multiple adjustable cells Constraints on values of adjustable cells Maximize or minimize a cell Generate multiple solutions to a problem Want to learn more? www.solver.com (Frontline Systems) Demo Solver
1 Advanced Features Microsoft SQL Server 2005 Analysis Services Data Mining Models DBA / Developer The Analyst Does Not Anticipate Results (!) Sample Data Mining Questions What is the credit risk of a client? Are there interesting ti groups of clients with similar il behaviors? (targeted marketing) What services do clients tend to buy together? What is our projected revenue for next year? Data Mining Process Choose DM Algorithm Decision trees Linear regression Logistic regression Clustering Association rules Time series (forecast) Neural network Use DM Designer Identify outputs (goals) Identify inputs Set parameters Execute DM Model Transform Identify Act Measure
21 Conclusions 2006 ADERANT Expert Analytics Foundation Key Points Delivers both powerful analysis capabilities and easy information access Analysis Powerful tool to analyze and understand business Leverages Microsoft BI capabilities Information access Delivers performance metrics in an easily understandable, rolebased format Supports informed decision-making Encourages accountability Momentum 2009 Once again, Momentum returns to Miami s S B R E B R R
31 Conclusion Questions? Contact Information Presenter: tom.jones@aderant.com ADERANT: www.aderant.com Expert Analytics Foundation Data Sheet is available Thank You! 2006 ADERANT