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Business Intelligence
                             Portfolio



                             Charles Tatum
                             charles_tatum@hotmail.com
 These are tasks from my     H- 404.826.2975
                             C- 678.358.3421
      project work
   completed during the
Setfocus Master BI Program
Table of Contents

•   Introduction                      3
•   PPS Dashboard                     4-14
•   PPS Excel Dashboard               15-20
•   KPI Web part                      21–21
•   Share Point Excel Documentation   22-27
•   PPS Imported Dashboard            28
•   SSRS Upload Dashboard             29
•   SSIS Project                      30 – 37
•   SSAS Project                      38– 49
•   MDX Project                       50 – 54
SSRS/PPS/Excel Serv/SharPoint
• Introduction:     Some example of Reports, Dash
  Boards, Score Cards created in SSRS/PPS/Excel and moved to
  SharePoint and PPS
• Audience: Interviewer or potential employer
• Project Goals: To demonstrate the use of the       different
  reporting tools to create/import, deploy and display data in
  various formats using different types of charts.
Performance Point Dashboard that contains 5 Different Types of
                Reports Created from SSAS
Performance Point Scorecard that contains Job Financial
        Reports with Stoplight KPI’s Expanded
Overhead Trend and Open Receivable as % of Invoiced Reports
         Scorecard that Contains KPI’s Summarized
Material Purchased Quarterly Bar Chart Reports base on
                   Client/Customer
Previous Report with Single Selection Parameter Shown
Overhead Cost Quarterly Line Chart Report base on Overhead
                           Types
Previous Report with Multi Select Parameter Shown
Top 10 Job Labor / Top 5 Employee Labor Cost by Quarter
           Report Sorted by Total Labor Cost
Previous Report with Parameter Shown.
% of Employee Labor within Total Quarter Labor Report Shown in Line and Bar
Chart/ % Employee Total Labor by Project Reports Sorted by % Total of Total
                       Employee Project Labor Cost
Previous Report Shown with a Single Select Parameter
Performance Point Excel Services Dashboard that contains 3 Different
           Types of Reports Imported from Share Point
Overhead Cost Report by Year Displayed by Quarterly base on
          Overhead Types with Parameter Shown
Client Yearly Labor Cost Report Bar Chart Displayed by Quarter base
                 on Contractor and Employee Status
Previous Report with Multi Select Parameter Shown
Quarterly Job Profit by County Report Bar/Line Chart base on Total Profit
                Per Quarter and County % of Total Profit
Previous Report with Multi Select Parameter Shown
Share Point KPI Web Part
3 Excel Reports uploaded from Excel Services to Share Point
Yearly Overhead Cost Report by Quarter base on and Sorted
          by Overhead Types with Totals in Excel
Quarterly Job Profit by County Report Bar/Line Chart base on Total Profit
            Per Quarter and County % of Total Profit in Excel
Previous Report with Multi Select Parameter Shown
Client Yearly Labor Cost Report Bar Chart Displayed by Quarter base
             on Contractor and Employee Status in Excel
Previous Report with Multi Select Parameter Shown
Imported into Share Point from Performance Point Dashboard that
               contains 5 Different Types of Reports
Imported into Share Point from SSRS that contains 3 Different Types of
                               Reports
SSIS PROJECT
• Introduction: This is sample from the SSIS
  individual project that was required.
• Audience: Interviewer or potential employer.
• Project Goals:To demonstrate the use of Viso
  and SSIS Tool to create ETL Process that
  extract data from various sources using
  connection managers, remove
  dups, substitution/ validate values from
  lookup tables and other form of data
  cleansing.
(Project Creation steps)
•    Created 8 packages overall using the blank BIDS project
•    Create a Master Package that will contain 8 that will run in sequential order
•    Each package used data sources files, and populated tables in the database
             1.   Employee Master Package
             2.   Employee Rates Package
             3.   Client Masters Package
             4.   Client Grouping Package
             5.   Division Master Package
             6.   Client Groupings to Client Xref Master Package
             7.   Project (“Job”) Master Package
             8.   Job Timesheets Package


•   All data must be validated, transformed and load in DB format
•   Create all maintenance jobs as part of the process clean up .




10/26/2009                                       SSIS Project                        31
Used Viso to create a SQL Script for table creation




10/26/2009                         SSIS Project                    32
Created 8 packages overall using the blank BIDS project
                             Loading Client Grouping Table




10/26/2009                             SSIS Project                    33
Loading Employee Rates Table




10/26/2009             SSIS Project         34
Loading Client Grouping Special Xref Table




10/26/2009                   SSIS Project                 35
Loading Job Time Sheet Table using a Foreach Loop Container




10/26/2009                            SSIS Project                         36
Master Package Containing all 8 packages
             Maintenance jobs included at the end of the process




10/26/2009                        SSIS Project                     37
SSAS PROJECT
• Introduction: This is sample from the SSAS
  individual project that was required.
• Audience: Interviewer or potential employer.
• Project Goals:To demonstrate the use of the
  SSAS Tools to create OLAP DB (Cube) that
  display’s flexibility, optimization of required
  aggregation, using two types of relational
  tables dimension and facts.
Data Source View with all relationships
Hierarchies being created
Dimension usage being validated
Calculations being created
KPI’s being created
Partitioning the Cube base on job summary fact job year
Using browser to verify measures, calculations and hierarchies
Deploying the Cube
Validating KPI’s in Excel
Validating KPI’s in Excel
Validating KPI’s in Excel
MDX/T-SQL Project
• Introduction: Some examples of T-SQL/MDX

• Audience: Interviewer or potential employer

• Project Goals: To demonstrate the use of the
  T-SQL/MDX language to extract and analyze
  data
Example of using Topcount (5)
Example of Ranking by Product and Average Price base on Total
                        Dollar Sales
Example of Ranking across dimensions and breaking any
hierarchies by Region and Product base on Total Dollar Sales
Example showing City Sales within the State of PA and City
         Sales made up What % of Region Sales
            by Quarter/Year ordered by City

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Ga 09 G2 Charles Tatum Portfolio

  • 1. Business Intelligence Portfolio Charles Tatum charles_tatum@hotmail.com These are tasks from my H- 404.826.2975 C- 678.358.3421 project work completed during the Setfocus Master BI Program
  • 2. Table of Contents • Introduction 3 • PPS Dashboard 4-14 • PPS Excel Dashboard 15-20 • KPI Web part 21–21 • Share Point Excel Documentation 22-27 • PPS Imported Dashboard 28 • SSRS Upload Dashboard 29 • SSIS Project 30 – 37 • SSAS Project 38– 49 • MDX Project 50 – 54
  • 3. SSRS/PPS/Excel Serv/SharPoint • Introduction: Some example of Reports, Dash Boards, Score Cards created in SSRS/PPS/Excel and moved to SharePoint and PPS • Audience: Interviewer or potential employer • Project Goals: To demonstrate the use of the different reporting tools to create/import, deploy and display data in various formats using different types of charts.
  • 4. Performance Point Dashboard that contains 5 Different Types of Reports Created from SSAS
  • 5. Performance Point Scorecard that contains Job Financial Reports with Stoplight KPI’s Expanded
  • 6. Overhead Trend and Open Receivable as % of Invoiced Reports Scorecard that Contains KPI’s Summarized
  • 7. Material Purchased Quarterly Bar Chart Reports base on Client/Customer
  • 8. Previous Report with Single Selection Parameter Shown
  • 9. Overhead Cost Quarterly Line Chart Report base on Overhead Types
  • 10. Previous Report with Multi Select Parameter Shown
  • 11. Top 10 Job Labor / Top 5 Employee Labor Cost by Quarter Report Sorted by Total Labor Cost
  • 12. Previous Report with Parameter Shown.
  • 13. % of Employee Labor within Total Quarter Labor Report Shown in Line and Bar Chart/ % Employee Total Labor by Project Reports Sorted by % Total of Total Employee Project Labor Cost
  • 14. Previous Report Shown with a Single Select Parameter
  • 15. Performance Point Excel Services Dashboard that contains 3 Different Types of Reports Imported from Share Point
  • 16. Overhead Cost Report by Year Displayed by Quarterly base on Overhead Types with Parameter Shown
  • 17. Client Yearly Labor Cost Report Bar Chart Displayed by Quarter base on Contractor and Employee Status
  • 18. Previous Report with Multi Select Parameter Shown
  • 19. Quarterly Job Profit by County Report Bar/Line Chart base on Total Profit Per Quarter and County % of Total Profit
  • 20. Previous Report with Multi Select Parameter Shown
  • 21. Share Point KPI Web Part
  • 22. 3 Excel Reports uploaded from Excel Services to Share Point
  • 23. Yearly Overhead Cost Report by Quarter base on and Sorted by Overhead Types with Totals in Excel
  • 24. Quarterly Job Profit by County Report Bar/Line Chart base on Total Profit Per Quarter and County % of Total Profit in Excel
  • 25. Previous Report with Multi Select Parameter Shown
  • 26. Client Yearly Labor Cost Report Bar Chart Displayed by Quarter base on Contractor and Employee Status in Excel
  • 27. Previous Report with Multi Select Parameter Shown
  • 28. Imported into Share Point from Performance Point Dashboard that contains 5 Different Types of Reports
  • 29. Imported into Share Point from SSRS that contains 3 Different Types of Reports
  • 30. SSIS PROJECT • Introduction: This is sample from the SSIS individual project that was required. • Audience: Interviewer or potential employer. • Project Goals:To demonstrate the use of Viso and SSIS Tool to create ETL Process that extract data from various sources using connection managers, remove dups, substitution/ validate values from lookup tables and other form of data cleansing.
  • 31. (Project Creation steps) • Created 8 packages overall using the blank BIDS project • Create a Master Package that will contain 8 that will run in sequential order • Each package used data sources files, and populated tables in the database 1. Employee Master Package 2. Employee Rates Package 3. Client Masters Package 4. Client Grouping Package 5. Division Master Package 6. Client Groupings to Client Xref Master Package 7. Project (“Job”) Master Package 8. Job Timesheets Package • All data must be validated, transformed and load in DB format • Create all maintenance jobs as part of the process clean up . 10/26/2009 SSIS Project 31
  • 32. Used Viso to create a SQL Script for table creation 10/26/2009 SSIS Project 32
  • 33. Created 8 packages overall using the blank BIDS project Loading Client Grouping Table 10/26/2009 SSIS Project 33
  • 34. Loading Employee Rates Table 10/26/2009 SSIS Project 34
  • 35. Loading Client Grouping Special Xref Table 10/26/2009 SSIS Project 35
  • 36. Loading Job Time Sheet Table using a Foreach Loop Container 10/26/2009 SSIS Project 36
  • 37. Master Package Containing all 8 packages Maintenance jobs included at the end of the process 10/26/2009 SSIS Project 37
  • 38. SSAS PROJECT • Introduction: This is sample from the SSAS individual project that was required. • Audience: Interviewer or potential employer. • Project Goals:To demonstrate the use of the SSAS Tools to create OLAP DB (Cube) that display’s flexibility, optimization of required aggregation, using two types of relational tables dimension and facts.
  • 39. Data Source View with all relationships
  • 44. Partitioning the Cube base on job summary fact job year
  • 45. Using browser to verify measures, calculations and hierarchies
  • 50. MDX/T-SQL Project • Introduction: Some examples of T-SQL/MDX • Audience: Interviewer or potential employer • Project Goals: To demonstrate the use of the T-SQL/MDX language to extract and analyze data
  • 51. Example of using Topcount (5)
  • 52. Example of Ranking by Product and Average Price base on Total Dollar Sales
  • 53. Example of Ranking across dimensions and breaking any hierarchies by Region and Product base on Total Dollar Sales
  • 54. Example showing City Sales within the State of PA and City Sales made up What % of Region Sales by Quarter/Year ordered by City