MS Business Intelligence Portfolio

1.
Business Intelligence Portfolio
Name: Roger Mabry
Email:
Roger.Mabry@SetFocus.com
Phone: (770) 431‐7705

2.
SetFocus Business Intelligence Masters Program _________________________________________ 3
Core technologies covered _________________________________________________________________3
Introduction: Project Summary ____________________________________________________________3
Audience:_______________________________________________________________________________3
Project Goals: ___________________________________________________________________________3
Control flow for a package ________________________________________________________________4
Data flow for a package: ___________________________________________________________________ 5
Analysis Services_________________________________________________________________________6
KPIs in Analysis Services __________________________________________________________________ 6
Screenshot of calculated member to show Open Receivables as a % of the Invoice Amount. ______________ 7
Screenshots for corresponding KPI which uses this calculated member: ______________________________ 7
Screenshot of status expression for this KPI:____________________________________________________ 8
Screenshot of KPI rendered in Excel: _________________________________________________________ 8
Screenshot of calculated member to show increase in the number of jobs from the previous quarter to the
current quarter:___________________________________________________________________________ 9
Screenshot of second KPI rendered in Excel: __________________________________________________ 10
Reporting Services ______________________________________________________________________11
Screenshot of a 3-D chart. _________________________________________________________________ 11
Creating reports in SSRS involves creating datasets and determining the layout. ________________ 12
Screenshot of some of the code in the Layout tab to handle the fact that for trend based data, the oldest
quarter/year/unit of time will not have data. ___________________________________________________ 13
This code was used to handle divide by zero issues, as well as handle the business requirements for displaying
% change in overhead. ____________________________________________________________________ 14
Screenshot of the report output to show the % change in overhead between the previous quarter and current
quarter.________________________________________________________________________________ 15
Screenshot of the report output to show the oldest quarter is handled gracefully, since there is no previous
quarter of data. __________________________________________________________________________ 16
PerformancePoint Server 2007 ____________________________________________________________17
Build a chart in PerformancePoint to chart the overhead dollar amount and overhead categorydescription, by
quarter.________________________________________________________________________________ 17
Screenshot of Filter Link editor: ____________________________________________________________ 18
Screenshot of the output using PerformancePoint Preview: _______________________________________ 19
Hot Linked Reports in PerformancePoint _____________________________________________________ 20
SharePoint Services _____________________________________________________________________21
Screenshot of the same PerformancePoint dashboard displayed before, but now deployed in SharePoint and
showing a dual Y-axis chart. _______________________________________________________________ 22
(Some sample MDX labs and query results) _________________________________________________23
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3. SetFocus Business Intelligence Masters Program
The SetFocus Master's Program is 400 hours of project-based experience in the entire Microsoft BI Stack.
This program is equivalent to about two years of work experience.
Core technologies covered:
• Microsoft SQL Server 2005
• Microsoft SQL Server 2005 Integration Services (SSIS)
• Microsoft SQL Server 2005 Analysis Services (SSAS)
• Microsoft SQL Server 2005 Reporting Services (SSRS)
• Microsoft Office SharePoint Server 2007 (MOSS)
• Microsoft Office Performance Point Server
Introduction: Project Summary
Design and build a Business Intelligence solution for a simulated construction company to track
employee, customer, job order, and timesheet information
Audience:
• Business executives.
• Information workers.
• IT managers
Project Goals:
• Create an ETL solution to update the SQL Server 2005 database from Excel and flat file
sources using SSIS.
• Create a cube with SSAS, using the snowflake architecture.
• Implement a variety of MDX queries to slice and sort data in various ways.
• Implement business critical Key Performance Indicators (KPIs) in SSAS.
• Use Excel 2007 to display the data in the cube as well as the KPIs, displaying statuses and
trends.
• Produce detail and summary reports using SSRS.
• Implement business intelligence dashboards using MOSS 2007
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4.
Screenshots:
This particular package required reading multiple CSV files and totaling record counts for all files.
Following are the control flow and data flow screenshots.
Control flow for a package
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5.
Data flow for a package:
Main package which runs all of the packages
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6.
Analysis Services
Create an SSAS solution in BIDS, screenshot of the DSV:
KPIs in Analysis Services
Creating KPIs (Key Performance Indicators) in SSAS involved:
• Creating calculated members in the Calculations tab
• Creating KPIs to use the calculated members
• Testing the KPIs in an Excel spreadsheet.
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7.
Screenshot of calculated member to show Open Receivables as a % of the Invoice Amount.
Screenshots for corresponding KPI which uses this calculated member:
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8.
Screenshot of status expression for this KPI:
Screenshot of KPI rendered in Excel:
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9.
Screenshot of calculated member to show increase in the number of jobs from the previous quarter to the
current quarter:
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10. Screenshot of second KPI rendered in Excel:
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11.
Reporting Services
Screenshot of a 3-D chart.
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12.
Creating reports in SSRS involves creating datasets and determining the layout.
Screenshot for a dataset to retrieve the previous quarter relative to the parameter selected.
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13.
Screenshot of some of the code in the Layout tab to handle the fact that for trend based data, the oldest
quarter/year/unit of time will not have data.
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14.
This code was used to handle divide by zero issues, as well as handle the business requirements for
displaying % change in overhead.
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15.
Screenshot of the report output to show the % change in overhead between the previous quarter and
current quarter.
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16.
Screenshot of the report output to show the oldest quarter is handled gracefully, since there is no previous
quarter of data.
Page 16 of 27

17.
PerformancePoint Server 2007
Build a chart in PerformancePoint to chart the overhead dollar amount and overhead categorydescription,
by quarter.
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18.
Screenshot of Filter Link editor:
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19.
Screenshot of the output using PerformancePoint Preview:
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20.
Hot Linked Reports in PerformancePoint
Screenshot of two reports hot linked together (when you click on a data element on the left, the
supporting data for that specific element is displayed in the report on the right).
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21.
SharePoint Services
SharePoint allows us to create site collections and document repositories to deploy
PerformancePoint dashboards, SSRS reports, and Excel documents. You are also able to set up
scheduled subscriptions to create generated reports.
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22.
Screenshot of the same PerformancePoint dashboard displayed before, but now deployed in SharePoint
and showing a dual Y-axis chart.
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23.
(Some sample MDX labs and query results)
-- For the last two quarters of available data, and for Product Action
-- Figures and all the SIBLINGS as rows, show the dollar sales, and the
-- dollar sales as a % of the dollar sales for the “parent” product.
WITH MEMBER [PctOfParent] AS
[Measures].[Dollar Sales] /
([Measures].[Dollar Sales], [Product].[byCategory].Parent) ,
FORMAT_STRING = 'Percent'
SELECT
LastPeriods (2, [Time].[Quarter].LastChild) *
{[Measures].[Dollar Sales], [PctOfParent]} on columns,
[Product].[ByCategory].[Action Figures].Siblings on rows
FROM Sales
GO)
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24.
-- For all 12 months of 2005 as rows, show Monthly Sales, QTD Sales,
-- YTD Sales, and the cumulative sales going all the way back to the
-- beginning of time.
WITH MEMBER [Monthly Sales] AS ([Measures].[Dollar
Sales],[Time].[Month]), FORMAT_STRING = 'Currency'
MEMBER [QTD Sales] AS
SUM (
PeriodsToDate ([Time].[YQMD].[Quarter], [Time].[YQMD].CurrentMember),
[Measures].[Dollar Sales]),
FORMAT_STRING = 'Currency'
MEMBER [YTD Sales] AS
SUM (
PeriodsToDate ([Time].[YQMD].[Year], [Time].[YQMD].CurrentMember),
[Measures].[Dollar Sales]),
FORMAT_STRING = 'Currency'
MEMBER [SalesAllTimes] AS
SUM (
{OpeningPeriod ([Time].[YQMD].CurrentMember.Level,
[Time].[YQMD].[2004]) :
[Time].[YQMD].CurrentMember},
[Measures].[Dollar Sales]),
FORMAT_STRING = 'Currency'
SELECT
{[Monthly Sales], [QTD Sales], [YTD Sales], [SalesAllTimes]} on columns,
[Time].[Month].Children on rows
FROM Sales
WHERE ([Product].[Electronics],
[Customer].[Region].[Central], [Time].[2005])
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25.
-- For all Product Family members across the top, show Dollar Sales and
-- Unit Sales. For the rows, show 2005 down to Month.
SELECT ([Product].[Family] *
{[Measures].[Dollar Sales],[Measures].[Unit Sales]}) on columns,
DESCENDANTS (
{[Time].[2005]},
[Time].[YQMD].[Month] ,
SELF AND BEFORE) on rows
FROM Sales
_
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26.
--For the last month of the database, show Product SubCategories down the left. For
--columns, show Dollar Sales, the AveragePrice, the Dollar Sales for the previous
-- period, and the % of Price Increase from the previous month to the “current”
-- month.
WITH MEMBER [Avg Price] AS
[Measures].[Dollar Sales] / [Measures].[Unit Sales], FORMAT_STRING
= 'Currency'
MEMBER [PriceLastPeriod] AS
([Time].[YQMD].PrevMember, [Avg Price]),
FORMAT_STRING = 'Currency'
MEMBER [PctPriceIncrease] AS
([Avg Price] - [PriceLastPeriod]) / [PriceLastPeriod],
FORMAT_STRING = 'Percent'
SELECT {[Measures].[Dollar Sales], [Avg Price],
[PriceLastPeriod], [PctPriceIncrease]} on columns,
ORDER(
Filter (
[Product].[Rt Prod Subcategory].Children,
[PctPriceIncrease] > .10),
[PctPriceIncrease],
BDESC) on rows
FROM Sales
WHERE [Time].[Month].LastChild
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27.
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