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Business Intelligence
Portfolio



Name Michael Greer
Email mgreer973@yahoo.com
Phone 973-515-5146
Table of Contents
 Subject                            Page___________
 Introduction                           3
 SSIS                                   4
 SSAS                                   8
 SHAREPOINT/PPS/SSRS/EXCEL SERVICES    13
 Final Project (Encompassing All)      24




2/28/2010     Michael Greer BI Portfolio              2
Introduction:
      This document show some of the screen shots of what I learned at Setfocus it
     was an intense 10 weeks of training that included lectures, labs and projects. I
     am hoping that I can leverage what I learned there with the other IT and
     business knowledge to better contribute to my new organization.
     Tool Set Utilized at Setfocus:
     T-SQL
     Microsoft SQL Server 2005
     Microsoft Visio
     Microsoft SQL Server Management Studio
     Microsoft SQL Server Integration Services (SSIS)
     Microsoft SQL Server Analysis Services (SSAS)
     Microsoft SQL Server Reporting Services (SSRS)
     Microsoft Office 2007
     Microsoft Office PerformancePoint Server (PPS)
     Microsoft Office SharePoint Server (MOSS)
     Microsoft Visual Studio (BIDS)
     Microsoft PerformancePoint Dashboard Designer


2/28/2010                 Michael Greer BI Portfolio                                    3
SSIS Project
 This Controls the flow of the Master Package which executes each in the proper
 order with in the sequence container and the does maintenance on the Database




2/28/2010             Michael Greer BI Portfolio                                  4
This is the Control Flow of Most packages it performs the Data Flow task and
     the emails of successful completion or failure.




2/28/2010               Michael Greer BI Portfolio                                  5
This is one of the Data Flow Tasks which reads data from an Excel file Then converts the
data to be able to be read then adds a derived field for Fullname then checks what
should be done with the data.




2/28/2010              Michael Greer BI Portfolio                                     6
This is what the Data Conversion                   Coding for the Derived Column
Transform looks like                               Transform which adds Fullname




2/28/2010             Michael Greer BI Portfolio                                   7
SSAS Project
    Diagram of the Cube that was build by the Cube wizard within BIDS




2/28/2010              Michael Greer BI Portfolio                       8
Job Mater Dimension and the manually
                                                   built hierarchies
    Dimension Usage




2/28/2010             Michael Greer BI Portfolio                                          9
A Calculated Member created for the needed KPI’s (Key Performance Indicator)




2/28/2010              Michael Greer BI Portfolio                              10
KPI setup using Status expression
                                                      The KPI used in Excel along with the
 telling if the result is good, bad or in the
                                                      representing data
 middle




2/28/2010                Michael Greer BI Portfolio                                          11
A MDX Query that shows the top 3 employees who worked the most hours for that job




2/28/2010             Michael Greer BI Portfolio                                12
SHAREPOINT/PPS/SSRS/EXCEL SERVICES
      Example of BIDS Layout for SSRS that was later deployed to SharePoint




                                                          Page Header




                                                                  Detail




                                                                        Page footer



2/28/2010              Michael Greer BI Portfolio                                     13
The report run in SharePoint the report uses cascading Parameters and
    Grouping showing an Employee the Job, hours worked and labor




2/28/2010              Michael Greer BI Portfolio                           14
The MDX Code to define the cascading parameter putting in the Employee
   parameter and resulting in the From Weekend




2/28/2010             Michael Greer BI Portfolio                            15
Performance Point Dashboard Designer that is used to create reports, charts
     or dashboards that can be deployed to Sharepoint.




2/28/2010              Michael Greer BI Portfolio                                  16
The MDX code created to create the % of Labor Dollars by Project Grid




2/28/2010              Michael Greer BI Portfolio                            17
The Dashboard created in PPS displayed in SharePoint the code from the
    previous slide created the % of Labor Dollars by Project grid




2/28/2010              Michael Greer BI Portfolio                            18
A Scorecard using KPI’s designed in Performance Point Dashboard Designer




2/28/2010              Michael Greer BI Portfolio                              19
The Scorecard on SharePoint That was created PPS showing the status
   compared to the previous period.




2/28/2010             Michael Greer BI Portfolio                         20
A chart created in Excel Services that will be deployed to SharePoint showing the
 difference of labor between Employees and contractors by quarter.




2/28/2010              Michael Greer BI Portfolio                                    21
An example of what needs to be done in order to deploy Excel to Sharepoint




2/28/2010             Michael Greer BI Portfolio                              22
The Excel Dashboard displayed in SharePoint showing the Labor History
       Chart.




2/28/2010               Michael Greer BI Portfolio                             23
Final Team Project
            Data Modeling using MS Visio for the Staging Database




2/28/2010                Michael Greer BI Portfolio                 24
T-SQL script to create Dim Time it only includes the calendar year data but could be
     modified to also include fiscal year data.
      use [2009G4_Team2_Staging]
      GO
      declare @StartDate DateTime, @EndDate datetime
      set @StartDate = '1-1-2009'
      set @EndDate = '12-31-2009'
      while @StartDate <= @EndDate
          begin
      insert into DimTime
        (TimePK, Year,
        Quarter, Month,
        ShortDate, QuarterKey,
        MonthKey, ActualDate )
       values (
      cast( cast(year(@StartDate) as varchar(4) ) +
         case when datepart(m,@StartDate) < 10 then '0' else '' end +
         cast(datepart(m,@StartDate) as varchar(2)) +
         case when datepart(d,@StartDate) < 10 then '0' else '' end +
         cast(datepart(d,@StartDate) as varchar(2)) as int) , --TimePK

       Year(@StartDate) , -- Year
       'Q' + cast(datepart(qq,@StartDate) as varchar(1)) + ' ' +
       cast(year(@StartDate) as varchar(4)) , -- Quarter this will create "Q3 2006"
       datename(m,@StartDate) + ' ' + cast(year(@StartDate) as varchar(4)) , -- Month this will create "March 2006"

        cast(year(@StartDate) as varchar(4)) + '-' +
            case when datepart(m,@StartDate) < 10 then '0' else '' end +
            cast(datepart(m,@StartDate) as varchar(2)) + '-' +
           case when datepart(d,@StartDate) < 10 then '0' else '' end +
        cast(datepart(d,@StartDate) as varchar(2)), -- Shortdate "2006-12-01" or "2006-01-12"
        cast(year(@StartDate) as varchar(4)) + '-' +
        cast(datepart(qq,@StartDate) as varchar(1)), -- QuarterKey "2006-1" for key for Q1 2006
        cast(year(@StartDate) as varchar(4)) + '-' +
           case when datepart(m,@StartDate) < 10 then '0' else '' end +
               cast(datepart(m,@StartDate) as varchar(2)) , --MonthKey "2006-12" or "2006-01"
       @StartDate
        )
       set @StartDate = @StartDate + 1
         end
      go




2/28/2010                                           Michael Greer BI Portfolio                                         25
SSIS Package to load on of the fact tables (FactReturnedEvals) used in the cube. The
data was taken from tables the converted and massaged to prepare it to be loaded
into the fact table.




2/28/2010              Michael Greer BI Portfolio                                      26
The chart on the left shows the eval scores by courses taught clicking on the data
  points will bring up the report on the right which shows the detail for each question




2/28/2010              Michael Greer BI Portfolio                                     27

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Michael Greer Business Intelligence Portfolio

  • 1. Business Intelligence Portfolio Name Michael Greer Email mgreer973@yahoo.com Phone 973-515-5146
  • 2. Table of Contents Subject Page___________ Introduction 3 SSIS 4 SSAS 8 SHAREPOINT/PPS/SSRS/EXCEL SERVICES 13 Final Project (Encompassing All) 24 2/28/2010 Michael Greer BI Portfolio 2
  • 3. Introduction: This document show some of the screen shots of what I learned at Setfocus it was an intense 10 weeks of training that included lectures, labs and projects. I am hoping that I can leverage what I learned there with the other IT and business knowledge to better contribute to my new organization.  Tool Set Utilized at Setfocus:  T-SQL  Microsoft SQL Server 2005  Microsoft Visio  Microsoft SQL Server Management Studio  Microsoft SQL Server Integration Services (SSIS)  Microsoft SQL Server Analysis Services (SSAS)  Microsoft SQL Server Reporting Services (SSRS)  Microsoft Office 2007  Microsoft Office PerformancePoint Server (PPS)  Microsoft Office SharePoint Server (MOSS)  Microsoft Visual Studio (BIDS)  Microsoft PerformancePoint Dashboard Designer 2/28/2010 Michael Greer BI Portfolio 3
  • 4. SSIS Project This Controls the flow of the Master Package which executes each in the proper order with in the sequence container and the does maintenance on the Database 2/28/2010 Michael Greer BI Portfolio 4
  • 5. This is the Control Flow of Most packages it performs the Data Flow task and the emails of successful completion or failure. 2/28/2010 Michael Greer BI Portfolio 5
  • 6. This is one of the Data Flow Tasks which reads data from an Excel file Then converts the data to be able to be read then adds a derived field for Fullname then checks what should be done with the data. 2/28/2010 Michael Greer BI Portfolio 6
  • 7. This is what the Data Conversion Coding for the Derived Column Transform looks like Transform which adds Fullname 2/28/2010 Michael Greer BI Portfolio 7
  • 8. SSAS Project Diagram of the Cube that was build by the Cube wizard within BIDS 2/28/2010 Michael Greer BI Portfolio 8
  • 9. Job Mater Dimension and the manually built hierarchies Dimension Usage 2/28/2010 Michael Greer BI Portfolio 9
  • 10. A Calculated Member created for the needed KPI’s (Key Performance Indicator) 2/28/2010 Michael Greer BI Portfolio 10
  • 11. KPI setup using Status expression The KPI used in Excel along with the telling if the result is good, bad or in the representing data middle 2/28/2010 Michael Greer BI Portfolio 11
  • 12. A MDX Query that shows the top 3 employees who worked the most hours for that job 2/28/2010 Michael Greer BI Portfolio 12
  • 13. SHAREPOINT/PPS/SSRS/EXCEL SERVICES Example of BIDS Layout for SSRS that was later deployed to SharePoint Page Header Detail Page footer 2/28/2010 Michael Greer BI Portfolio 13
  • 14. The report run in SharePoint the report uses cascading Parameters and Grouping showing an Employee the Job, hours worked and labor 2/28/2010 Michael Greer BI Portfolio 14
  • 15. The MDX Code to define the cascading parameter putting in the Employee parameter and resulting in the From Weekend 2/28/2010 Michael Greer BI Portfolio 15
  • 16. Performance Point Dashboard Designer that is used to create reports, charts or dashboards that can be deployed to Sharepoint. 2/28/2010 Michael Greer BI Portfolio 16
  • 17. The MDX code created to create the % of Labor Dollars by Project Grid 2/28/2010 Michael Greer BI Portfolio 17
  • 18. The Dashboard created in PPS displayed in SharePoint the code from the previous slide created the % of Labor Dollars by Project grid 2/28/2010 Michael Greer BI Portfolio 18
  • 19. A Scorecard using KPI’s designed in Performance Point Dashboard Designer 2/28/2010 Michael Greer BI Portfolio 19
  • 20. The Scorecard on SharePoint That was created PPS showing the status compared to the previous period. 2/28/2010 Michael Greer BI Portfolio 20
  • 21. A chart created in Excel Services that will be deployed to SharePoint showing the difference of labor between Employees and contractors by quarter. 2/28/2010 Michael Greer BI Portfolio 21
  • 22. An example of what needs to be done in order to deploy Excel to Sharepoint 2/28/2010 Michael Greer BI Portfolio 22
  • 23. The Excel Dashboard displayed in SharePoint showing the Labor History Chart. 2/28/2010 Michael Greer BI Portfolio 23
  • 24. Final Team Project Data Modeling using MS Visio for the Staging Database 2/28/2010 Michael Greer BI Portfolio 24
  • 25. T-SQL script to create Dim Time it only includes the calendar year data but could be modified to also include fiscal year data.  use [2009G4_Team2_Staging]  GO  declare @StartDate DateTime, @EndDate datetime  set @StartDate = '1-1-2009'  set @EndDate = '12-31-2009'  while @StartDate <= @EndDate  begin  insert into DimTime  (TimePK, Year,  Quarter, Month,  ShortDate, QuarterKey,  MonthKey, ActualDate )  values (  cast( cast(year(@StartDate) as varchar(4) ) +  case when datepart(m,@StartDate) < 10 then '0' else '' end +  cast(datepart(m,@StartDate) as varchar(2)) +  case when datepart(d,@StartDate) < 10 then '0' else '' end +  cast(datepart(d,@StartDate) as varchar(2)) as int) , --TimePK  Year(@StartDate) , -- Year  'Q' + cast(datepart(qq,@StartDate) as varchar(1)) + ' ' +  cast(year(@StartDate) as varchar(4)) , -- Quarter this will create "Q3 2006"  datename(m,@StartDate) + ' ' + cast(year(@StartDate) as varchar(4)) , -- Month this will create "March 2006"  cast(year(@StartDate) as varchar(4)) + '-' +  case when datepart(m,@StartDate) < 10 then '0' else '' end +  cast(datepart(m,@StartDate) as varchar(2)) + '-' +  case when datepart(d,@StartDate) < 10 then '0' else '' end +  cast(datepart(d,@StartDate) as varchar(2)), -- Shortdate "2006-12-01" or "2006-01-12"  cast(year(@StartDate) as varchar(4)) + '-' +  cast(datepart(qq,@StartDate) as varchar(1)), -- QuarterKey "2006-1" for key for Q1 2006  cast(year(@StartDate) as varchar(4)) + '-' +  case when datepart(m,@StartDate) < 10 then '0' else '' end +  cast(datepart(m,@StartDate) as varchar(2)) , --MonthKey "2006-12" or "2006-01"  @StartDate  )  set @StartDate = @StartDate + 1  end  go 2/28/2010 Michael Greer BI Portfolio 25
  • 26. SSIS Package to load on of the fact tables (FactReturnedEvals) used in the cube. The data was taken from tables the converted and massaged to prepare it to be loaded into the fact table. 2/28/2010 Michael Greer BI Portfolio 26
  • 27. The chart on the left shows the eval scores by courses taught clicking on the data points will bring up the report on the right which shows the detail for each question 2/28/2010 Michael Greer BI Portfolio 27