Integrated Collections Portal Chris Fussell, Microsoft MCS-NSP 11/10/2018

Presentation Goals Demonstrate the value of BI Provide an overview of an existing BI solutions pilot project Drill down into the parts of the solution Answer questions on the development of a BI solution 11/10/2018

Pilot Project Goals Prove that we could do it… Provide a better picture of the company’s collections status Ability to interactively look for trends and customers who “fall through the cracks” Solution which meets client needs by improving business processes Ultimately: Improve rate and amount of collections recovery 11/10/2018

Description All collections data and analysis is available in a single place Simple access to desired collections information Interactive, graphical analysis views of collections data 11/10/2018

Reliable Telecom Portal demo 11/10/2018

Technologies Data Analyzer 3.5 SPS SQL Server 2000 Analysis Services Office XP: OWC & Excel client Future: Mappoint 2002 11/10/2018

Data Analyzer Highlights Quickly view data Improve data analysis productivity Easily share and publish information Fully integrated with SQL Server 2000 Flexible deployment and extensibility 11/10/2018

Quickly View Data New View Wizard Color Scale Data Analyzer Views Quickly view multi-dimensional data Choose from multiple view types Immediately find data anomalies New View Wizard Quickly view data: Very easy to hook up to OLAP cubes via the New View Wizard Very easy to create visualizations – called Data Analyzer View Choose from multiple view types: Change the view to suit your needs, either a pie, bar, or grid view Immediately find anomalies A novel way to represent data using visual graphics such as length and color using our color coded scroll bar. Color Scale Data Analyzer Views Pie, Bar, and Grid Views 11/10/2018

Improve Data Analysis Productivity Quick, easy data analysis Guided analysis to common questions Extend and customize views Filter Sorting Quick, easy data analysis simple point-and-click filtering, sorting, including reverse filtering and filter by criteria Guided analysis Business Center helps guide you to the most common questions Extend and customize views Add new measures using the temple measure editor Filter by Criteria BusinessCenter Reverse Filter Template Measure Editor 11/10/2018

Easily Share and Publish Information Easily publish results Integration with Office applications Publish to PowerPoint Easily publish results Integrates with standard Office applications and the web, including Excel, PowerPoint, the Web, and email. Publish to Web Publish to Excel Send View as Email 11/10/2018

Fully Integrated with Analysis Services Leverage power of the server Provides a flexible architecture Actions Microsoft® SQL Server™ 2000 Analysis Services is a middle-tier server for online analytical processing (OLAP) and data mining. The Analysis Services system includes a server that manages multidimensional cubes of data for analysis and provides rapid client access to cube information. Data Analyzer is tightly integrated with SQL Server 2000 Analysis Services. It takes full advantage of the advanced capabilities of the server to provide information in the hands of the end users without having to learn a complex language such as MDX. Analysis Services (bundled with SQL Server 2000) provides …. Some key highlights: Flexible architecture: Data Analyzer can query cubes stored in any OLAP format: MOLAP, ROLAP, HOLAP MDX Support: Data Analyzer takes advantage of MDX in a number of ways. First, all queries sent between Data Analyzer and Analysis Services are done via MDX. Data Analyzer takes full advantage of calculated members defined on the server (using MDX). And finally, Template measures are defined via MDX providing advanced calculation capabilities down to the client HTTP Connectivity: Data Analyzer can query Analysis Services cubes directly over the internet via HTTP. A URL is provided in the client instead of a direct server name. Flexible Dimension Types: Data Analyzer fully supports the Analysis Services’ different dimension types such as ragged dimensions, parent-child dimensions, and virtual dimensions Actions: Data Analyzer supports URL actions defined in Analysis Services. Actions provide the ability to perform closed-loop analysis by allowing an end user to go beyond traditional analysis and initiate solutions to discovered problems and deficiencies. Drill through: Drill through is an operation in which an end user selects a single cell from a regular, virtual, or linked cube and retrieves a result set from the source data for that cell in order to get more detailed information. Disconnected Analysis: Data Analyzer allows you to perform analysis without connecting to the server. This allows mobile users to continue their analysis on the road. MDX Support Disconnected Analysis Flexible Dimension types Drill through HTTP Connectivity 11/10/2018

Flexible Deployment Options and Extensibility Access OLAP cubes via network, Internet, or local cubes XML support, documented API Data Source SQL Server 2000 Analysis Services Local Cube Internet or Local Area Network Pivot Table Services MSDA TCP/IP or HTTP OLE DB for OLAP Server Client Flexible Deployment With MSDA, users can easily access data analysis tools over a network, over the Web, or in remote/offline scenarios. In addition to client-server access, MSDA supports remote connection to OLAP cubes, as well as analysis of local cubes. Microsoft Data Analyzer allows flexible deployment scenarios to meet the needs of most organizations. Microsoft Data Analyzer can connect to a Microsoft SQL Server 7.0 OLAP Server or SQL Server 2000 Analysis server on a network, to a local cube (.cub) file on your computer, or to an ICube exposed through HTTP. On the client side, MSDA requires PivotTable Services (PTS) installed with MDAC 2.5 or higher. PTS enables OLAP client applications, such as Microsoft Data Analyzer, to connect to an Analysis (OLAP) Services host, or to be used as a standalone program which connects to a local cube file (.cub). Extensibility and Custom Solutions The Data Analyzer Object Model exposes the application’s user interface and functionality, enabling a wide range of extensibility or custom third-party solutions. Developers can drive any aspect of the Data Analyzer user interface programmatically. Thus, they can include any view in a Web page or digital dashboard with full (or partial) functionality, including full or limited ability to filter, sort, and drill up or down. Developers can customize Data Analyzer by using the documented application programming interface (API). They can also automate Data Analyzer features with Microsoft Visual Basic®, Microsoft Visual Basic for Applications (VBA), Microsoft Visual Basic Scripting Edition, and Microsoft Visual C++®. XML Support Extensibility and integration with custom solutions are aided by extensive use of XML in Data Analyzer. Data Analyzer files, views, and template measures are saved as XML-formatted files. BusinessCenter questions are also formatted in XML. Although detailed schemas are not included with in the API, developers can easily modify the XML files, or generate XML programmatically to create custom views or template measures and BusinessCenter questions for a specific line of business. By modifying the XML that defines the view—for example, by embedding MDX expressions in place of specific members—developers can create dynamic views that can be incorporated into Web-based solutions. Custom Solutions Data analyzer offers numerous other opportunities for customization as well as integration with Microsoft Office and third-party enterprise systems: Integration with digital dashboards. The Data Analyzer includes an ActiveX® control that can be embedded in a Web page or digital dashboard. By including a dynamic, predefined view on a home page or corporate portal, companies can ensure that users are kept aware of pertinent business data in real time—without waiting for distribution of published reports. Embedded views. Data Analyzer views can be embedded in any Microsoft Office document using the Insert Object command. Views can be created on the fly or by opening a saved view (.max file). This enables analysts to create dynamic reports that present concise graphical information and invite readers to explore business data on their own. Automated reporting. By programming Data Analyzer to export views as HTML pages and automating the publishing of these pages to the Web or corporate intranet (or by e-mail), organizations can update shareholders, managers, and/or employees at regular intervals, with little or no administrative overhead. Custom presentation. Data Analyzer functionality can be used to add a user-friendly interface to virtually any system that performs data mining or reporting against an OLAP data source. By incorporating the Data Analyzer controls in the front-end applications of enterprise solutions, such as ERP, CRM, and financial systems, developers can provide a highly intuitive, visual interface, making business data accessible to a much wider audience. 11/10/2018

3rd Party BI Clients Cognos, Proclarity, etc. http://microsoft.com/business/bi/ 11/10/2018

SPS Mostly using Digital Dashboard webparts Possible issue of scalability for a full deployment in a large organization 11/10/2018

SQL Server 2000 Analysis Services OLAP data source Direct OLEDB access to data or HTTP access Includes data-mining services 11/10/2018

Traditional Client-Server Architecture P T S Analysis Server 11/10/2018

Analysis Server in the sky HTTP Connectivity Architecture P T S Analysis Server IIS Analysis Server in the sky msolap.asp msmdpump.dll 11/10/2018

Excel Pivottable Client Pivot table view of select OLAP cube Easy to perform aggregate functions on cube measures Intuitive for simple data sets 11/10/2018

Things to think about Becoming familiar with the industry specific terms is a significant part of the process Beware the politics of data integration in a large client Most of the focus is on the OLAP client, most of the work is the ETLM Become familiar with Microsoft’s BI strategy 11/10/2018

Things learned OLAP HTTP access does a good job of solving client data access issues DTS is super powerful, but need to be familiar with ALL of the objects before developing Separate the DTS loading step from the transforming/cleansing Data cleansing is EXTREMELY time consuming… 11/10/2018

External BI Resources Industry Reference Sites Case Studies http://www.microsoft.com/business/bi http://www.olapreport.com/ http://www.currentanalysis.com/ http://www.billinmon.com/ http://www.dmreview.com/ http://ralphkimball.com Case Studies http://www.microsoft.com/servers/net/casestudies.htm 11/10/2018

Questions 11/10/2018