Microsoft Business

Intelligence Strategy
Overview
Juan Manuel
Alvarado
juan@gyssa.com
MVP SQL SERVER
 Understanding Business
Intelligence

Business intelligence (BI) is a broad

category of application programs and
technologies for gathering, storing,
analyzing, and providing access to
data to help enterprise users make
better business decisions
BI applications include the activities of
decision support, query and reporting,
online analytical processing (OLAP),
statistical analysis, forecasting, and
data mining

Feb-2008 Microsoft Developer & Platform 2

Evangelism
 Understanding Business
Intelligence

Or put simply…

It is the application of
knowledge derived from
analyzing an organization’s
data
to effect a more positive

Feb-2008 Microsoft Developer & Platform 3

Evangelism
 Applying Business Intelligence

BI is used to…
Ÿ Understand the health of the
organization
Ÿ Collaborate on a shared view of business
drivers
Ÿ Reduce the time to decision
Its goal is often to…
Ÿ Impact the bottom line by measuring
BI is no operations
specific longer a luxury afforded by a
few large companies—it is now
Ÿ Enhance
consideredcompetitive
an essentialadvantage
part of the IT
portfolio
Feb-2008 Microsoft Developer & Platform 4
Evangelism
 Addressing Common Business
Problems

Common Business Questions

Common Information Problems
Common Information Requirements

Feb-2008 Microsoft Developer & Platform 5

Evangelism
 Common Business Questions

How are the sales territories

performing?
How are the sales people performing?
Which customers are likely to buy from
us?
What products do our customers buy
What data-related problems might arise
together?
when answering these questions?

Feb-2008 Microsoft Developer & Platform 6

Evangelism
 Common Information Requirements

Decision makers need

Ÿ Reliable, secure access to data to do
their job effectively
Ÿ Flexibility in the ways they access data
Ÿ Tools to browse and analyze data and
view reports
Ÿ Low time-to-impact; low latency query
results

Feb-2008 Microsoft Developer & Platform 7

Evangelism
 Delivering Information to Decision
Makers

D
EMO

Feb-2008 Microsoft Developer & Platform 8

Evangelism
 Integrated Reporting and Analytics
8:
1:
2:
3:
4:
5:
6:
7:
9: Clients
The
Data
Staging
Manual
Delivering
data
sources
warehouse
need
may
use
cleansing
areas
warehouse
BI
various
access
access
enables
can
may
isbe
may
periodically
simplify
data
tools
to
mirrored/replicated
manages
abe
data
process
sources
to
required
the
query
data
populated
data
of
directly
the
continuous
to
for
warehouse
cleanse
data
analyzing
to
from
warehouse
reduce
dirty
business
data
population
and
contention
data
sources
reporting
improvement
Data Sources Data Warehouse

Data Marts

Staging Area

Client
Access

Manual Client
Cleansing Access

Feb-2008 Microsoft Developer & Platform 9

Evangelism
 Introducing the Microsoft BI
Platform

Microsoft’s BI Strategy and Vision

The Microsoft BI Platform
Microsoft SQL Server 2008
2007 Microsoft Office System
Microsoft-Based BI Solutions

Feb-2008 Microsoft Developer & Platform 10

Evangelism
 Microsoft’s BI Strategy and Vision

To improve
organizations by
providing business
insights to all
employees, leading to
better, faster, more

• Microsoft has a long-term

commitment to delivering a
complete and integrated BI
offering
• SQL Server has led innovation
in the BI space for more than a
decade
• There is widespread delivery of
intelligence through Microsoft
Office
Feb-2008 Microsoft Developer & Platform 11
Evangelism
 Microsoft BI Platform Integration

Powerful Integrated
BI
Cost Effective
Solution
Fast Time-to-Market
Choice of Integration Points
Performance
Management

Enterprise Grade Information Worker Platform

Pervasive
Integrated
Flexible
Full Featured Data Platform
Interoperable
Extensible

Feb-2008 Microsoft Developer & Platform 12

Evangelism
 Microsoft SQL Server 2008

SQL Server 2008 BI Platform

SQL Server 2008 Editions

Feb-2008 Microsoft Developer & Platform 13

Evangelism
 SQL Server 2008 BI Platform

Integrate Analyze Report

¢ Data acquisition ¢ Data enrichment, ¢ Data presentation

from source with business logic, and distribution
systems and hierarchical views ¢ Data access for
integration ¢ Data discovery via the masses
¢ Data data mining
transformation

Covered in Covered in Modules Covered in Modules

Module 03 06, 07, and 08 04, 05, and 07

Feb-2008 Microsoft Developer & Platform 14

Evangelism
 SQL Server 2008 Editions

Enterprise
Ÿ Offers high levels of scalability and
availability
Ÿ Includes 64-bit support
Ÿ Includes the BI platform
Standard
Ÿ Affordable option for small and medium-
sized organizations
Ÿ Includes 64-bit support
Ÿ Includes the BI platform

Feb-2008
Ÿ Does not include some
Microsoft Developer advanced
& Platform 15
Evangelism
 SQL Server 2008 Editions

Workgroup
Ÿ Suitable for small organizations
Ÿ Includes Reporting Services only
Express
Ÿ A free, easy-to-use, lightweight version
Ÿ Does not include the BI platform
Ÿ Local reporting with SSRS only
Compact
Ÿ A free, limited functionality in-process
version
Feb-2008 Microsoft Developer & Platform 16
Evangelism
 Microsoft Office 2007

Microsoft Office 2007

Microsoft Office Excel 2007
Microsoft Office SharePoint Server
2007
Microsoft Office PerformancePoint
Server 2007

Feb-2008 Microsoft Developer & Platform 17

Evangelism
 Microsoft Office 2007

The Microsoft Office system includes

programs, servers, services, and
solutions designed to work together to
help address a broad array of business
problems
These products…
Ÿ Now play a major role in realizing
Microsoft’s BI vision
Ÿ Are designed to help information workers
easily find, analyze, and more securely
share business information within
Microsoft Office 2007, leading to faster
Feb-2008 Microsoft Developer & Platform 18
Evangelism
 Microsoft Excel 2007

The core spreadsheet capabilities have

been dramatically enhanced to enable
users to analyze, communicate, and
manage information
Provides full support for Microsoft SQL
Server 2008 Analysis Services
New server technology for secure and
controlled sharing of spreadsheets
Ÿ Publish spreadsheets to SharePoint document
libraries
Ÿ Maintain a “single version of the truth” while still
sharing spreadsheets
Ÿ Protect confidential and proprietary information

Feb-2008 Microsoft Developer & Platform 19

Evangelism
 Microsoft Office SharePoint Server
2007

Manages content and business

processes
Improves business insight
Ÿ Present business-critical information in one
central location
• Centralized Report Center sites give users a single
place to find the latest spreadsheets, reports, or KPIs
Ÿ Share business data broadly while helping to
protect sensitive information
• Excel Services running on Office SharePoint Server
2007 provides access to data and analytics in real-
time, interactive Microsoft Office Excel spreadsheets
from a Web browser

Simplifies internal and external

Feb-2008 Microsoft Developer & Platform 20
Evangelism
 Microsoft Office PerformancePoint
Server 2007

A complete and integrated

performance- management application
that includes
Ÿ Monitoring: Advanced Scorecards
Ÿ Analytics: Next generation of ProClarity
technology
Ÿ Planning: A powerful environment for
budgeting, and forecasting that targets
business users
Enables companies to more effectively
plan and manage their business

Dec-2006 Microsoft Developer & Platform 21

Evangelism
 Introducing the BI Developer’s
Toolset

Business Intelligence Development

Studio
SQL Server Management Studio
Books Online

Feb-2008 Microsoft Developer & Platform 22

Evangelism
 Business Intelligence Development
Studio

Fully integrated development

environment (IDE) built on top of
Visual Studio 2008
Ships with SQL Server 2008
Used for creating all SQL Server BI
solutions
Includes additional project types
specific to SQL Server 2008 BI
Each project type supplies templates
for creating the objects required for BI
The IDE
solutions andis commonly
providesreferred to as
a variety of
BIDS
designers, tools, and wizards to work
Feb-2008 Microsoft Developer & Platform 23
Evangelism
 SQL Server Management Studio

Integrated environment for accessing,

configuring, managing, administering,
and developing all components of SQL
Server
Ÿ Supports most administration tasks
Ÿ Can register, explore, configure, and
query server instances:
• Database Engine
• Analysis Services
• Reporting Services
• SQL Server Mobile
• Integration Services
Feb-2008 Microsoft Developer & Platform 24
Evangelism
 Introducing the Developer Tools

D
EMO

Feb-2008 Microsoft Developer & Platform 25

Evangelism
 Performance Management and BI
according to Gartner

Business Intelligence Performance Management

Strategic

Ÿ Pervasive:
Agility with change
and innovation.
Ÿ Strategic:
integrated business Ÿ Scope:
execution and
management. Ÿ Integrated corporate
Ÿ Operational:
Tactical

performance
improve • Scope: experience.
business Ÿ Communicate
effectiveness • Scorecards,
Analytics actions about ‘one
Ÿ Focused: version of the truth’.
process efficiency or Ÿ Scope: • Corporate Portal
cost reduction
Opportunistic

Ÿ Dashboards • Inter-departments

Ÿ Scope: Ÿ Interactive query

Ÿ Excel Ÿ Intra-department
Ÿ Department

Measure Optimize Decide Lead

and and
Increasing business value

Gartner (March 2006) – How to justify cost and value of BI investments

How PM is addressed
today
Business
Analysts
Executives

Many moving parts Is any of

Manual this still
consolidation relevant?
Linked
Spreadsheets
Error-prone

Information Workers
PM: Capabilities Required
What is happening?
Scorecard &
What happened? Dashboard
Reporti
ng
Analyti
csWhy?
Strategy
Single Data Model

What will happen?

Forecasti What do I want to
ng happen?
Planning, Budgeting,
Consolidation

Process requires past information, present conditions and future

outcomes
Microsoft Business Intelligence

Performanc Business
e ScorecardPerformancePoint
ProClarity
Manageme Manager 2005 Server 2007 Analytics 6
nt

Office SharePoint
Server 2007
Office Excel
2007

SQL Server SQL Server SQL Server

2008 2008 2008
BI Integration Analysis Reporting
Platfor Services Services Services
m SQL Server 2008
 Monit Analyz
or e

PerformancePoint Server 2007 Strategy

P
lan

Align Accelerate Enable Improve

Strategy & Decision Broad Business
Making Performance Performanc

« Microsoft Office PerformancePoint Server empowers organizations with

« Advanced scorecarding
« Powerful analytics and reporting
« Synchronized planning and budgeting
« Workflow driven forecasting
« Robust financial consolidation

« Microsoft Office PerformancePoint Server

« Reaches all business users with familiar Office
environment
« Empowers business users to define and own business
rules
« Handles real-world complexity with model driven
approach
« Takes advantage of Microsoft SQL Server
Monitoring

• Business-Driven
– Business users can build performance dashboards
easily through an integrated design experience
across monitoring and analytics.

• People
– All users have visibility into organizational
performance. They can monitor and take action in
a familiar and collaborative environment.
– Personalized performance views are delivered to all
users, all types of use (Office, SharePoint,
Reporting Services).

• Functionality and Value

– Certified by Balanced Scorecard Collaborative.
– Spans from personal performance dashboards to
formal methodology-based and cascading scorecards.
– Web-based and offline functionality provides wide and
secure scorecarding reach (internal and external).
– Contextual KPIs and reports reflect changes of
planning, budgeting and forecasting data in real-time.
– Rich capabilities can be deployed quickly and cost-
effectively (Strategy Maps, Office integration, alerts
and notifications).
– Built-in templates and wizards allows users to quickly
build and share scorecards .
– Access a wide variety of structured and unstructured
data-sources enable a complete scorecarding
Analytics

• Business-Driven
– Business users capture and share analytical best
practices using an intuitive and collaborative
environment.

• People
– Advanced visualization and analytics make it easy
for users understand complex information
faster, spot highlights, trends and opportunities.
– Rich analytical functionality reach is extended all
users, all types of use out of the box (Excel,
SharePoint, Reporting Services).

• Functionality and Value

– Web-based and offline analysis, providing secure
access to information to the right people at the right
time.
– Analytics span from multidimensional slice and dice
in Office to rich capabilities like decomposition
trees, drill-across, server business logic definitions,
root-cause analysis and prediction.
– Users can build, share and manage their analysis
with no coding.
– They can build and combine local and server-side
data calculations, actions, annotations, scorecards
as well as planning, budgeting and forecasting KPIs
and metrics.
– Analytical views can be shared and managed in the
SQL Server Report Manager, SharePoint Server
Planning, Budgeting, Forecasting

• Business-Driven
– Business users can define, modify and maintain
logical business models integrated with business
rules, workflows and enterprise data.
• People
– Information workers can interact with and
continuously contribute to the business processes
of planning, budgeting and forecasting in the familiar
and easy to use Excel Environment.
• Functionality and Value
– Business users design models the way they think
about their business. They can integrate and
maintain business rules, calculations and
assumptions with no coding.
– Spans from single model deployments to enterprise
scenarios utilizing model-to-model mapping
functionality.
– Top-down and bottom-up planning functionality
supports deployments requiring users to set top-
level targets, test scenarios, perform detailed
analysis online and offline.
– Process management enables users to manage the
forecasting progress through forms, workflows,
submissions, approvals, reports, notifications and
annotations.
– Ability to connect to information contained in
external systems and data sources. Transformation
Product
 Juan Manuel
Alvarado
juan@gyssa.com
MVP SQL SERVER
Feb-2008 Microsoft Developer & Platform 35
Evangelism