Using SQL Server Analysis Services, Reporting Services and Office System 2003 Thierry D’hers Lead Program Manager SQL Server BI Microsoft Cabana A

Microsoft BI Architecture Management Tools Developer Tools PortalsPortals DashboardsDashboards Data AnalysisData Analysis VisualizationVisualization Messaging ServicesMessaging Services Project ManagementProject Management Windows Server Windows Client Microsoft Business Solutions Financial Analytics Financial Analytics Business Scorecards Business Scorecards Excel Add-in for SQL Server Excel Add-in for SQL Server BI Solution Accelerators SQL Server Relational Engine Reporting Services Analysis Services OLAP & Data Mining Office System

Agenda OLAP fuels BI applications The UDM Provides the one version of the truth throughout the enterprise BI can be exposed to users in various ways: Reporting Services Excel / OWC Excel Addin for OLAP Balance Scorecard Sharepoint More in the Office family Data Analyzer MappointProject…

Common problems… DW Datamart LOB DW Datamart SQL Server Teradata Oracle DB2 Get to heterogeneous data? Combine it & understand it? Easily navigate through it? Explore it interactively? Get consistent business metrics? Gain unique insight into it? Gain competitive advantage? Share the insight with the rest of the enterprise? How do users: Dashboards Production Reports BI Front Ends Spreadsheets Ad-Hoc Reports

A Solution… DW Datamart LOB DW Datamart SQL Server Teradata Oracle DB2 Analysis Services Heterogeneous data access End user oriented data model Proactive caching Performance and scale Single version of truth Reporting Services Enterprise reporting platform Report management (scheduling, caching, …) Multiple delivery formats Dashboards Production Reports BI Front Ends Spreadsheets Ad-Hoc Reports

A Solution… DW Datamart LOB DW Datamart SQL Server Teradata Oracle DB2 Dashboards Production Reports BI Front Ends Spreadsheets Ad-Hoc Reports Analysis Services UDM Cache Reporting Services

UDM as a report source End User oriented data model Business entities vs. tables/columns Relationships predefined as part of UDM Friendly names Formatting, Coloring Hierarchies for easier navigation Grouping/folders for easier exploration Perspectives

Accessing Formatting Properties in Reports Reporting Services 2005 makes it easier to access “smarts” defined in UDM It is done via Extended Properties Value, FormattedValue UniqueName Color, BackgroundColor FontFamily, FontSize, FontWeight, FontStyle KeyLevelNumberParentUniqueName…

demo Building Reports on top of UDM

UDM as a report source Key Performance Indicators Important metrics about the health of the organization High level, visual, quick to grasp Organized in scorecards Displayed in dashboards KPI framework is part of UDM KPI components Value, Goal, Status, Trend Graphic indicators Other properties: Folders, Parent, Weight

demo KPIs in Reports

Report Builder and Analysis Services Report builder – end user oriented report building tool Enables power users (non-IT) to build/publish reports Report Builder works with SQL Server and Analysis Services Analysis Services UDMs are automatically available in Report Builder Different (Entity-Relationship) view of the data

demo Report Builder and UDM

Accessing UDM data from Office Leveraging Excel investments Microsoft Excel is a native client to OLAP and the UDM No Client component deployment needed Excel: Everyone has it, loves it and know how to work with it. No training required Basic slice and dice Office 12: Expect more, way more… Stay tuned

demo Connecting to UDM from Office: Excel Pivot Tables Office Web Components

Business Scenarios MS Integrated BI Capabilities End User Reporting & Analysis Corporate Performance Management Project Monitoring & Reporting Flexible BI Microsoft Office System Windows Server System Microsoft Office System Business Intelligence Solutions Business Scorecard Accelerator Excel Add-in for SQL Server EPM Solution Custom BI Solutions Solution Enabler

Excel Add-In for SQL Server Microsoft Office Excel add-in Free-form and Semi-Structured reporting Multiple data sources on the same report Based upon Microsoft Excel 2003 or Excel XP Microsoft SQL Server 2000 and Analysis Services Microsoft Windows XP or Windows 2003 Server

Business Value Excel Add-In for SQL Server Powerful Excel reporting and analysis Key BI Features Free-form reporting Semi-structured reporting Write-back to OLAP capability Out of the box deployment Key Benefits Deliver business analytics Empower employees with business analysis capabilities Increase ROI on existing tools Reduce training costs Create sophisticated budget and modeling applications Rapid report development

Free-Form Reports Access multiple OLAP sources Intersperse OLAP and Excel data Insert rows and columns Excel’s native formatting and sorting Member properties in rows and columns Create nested axis – cross-join Analysis Services’ Actions, drill through, write back and server side formatting Cannot Use refresh report or a page member change, to bring new members for row or column headers. Capability Limitation Sales Cube Mktg Campaign Cube Excel Calculations

Structured Reports Using dynamic set expressions on an axis Drill Up, Drill Down, Expand, Collapse, Focus and Eliminate, Pivoting Create reports with nested axis Analysis Services’ Actions, drill through, write back and server side formatting Refresh reflects member changes Create custom filter expressions Create Reports from single OLAP source only Cannot Insert row or column Cannot add external data within the report Cannot add member properties to the report Cannot sort members Capability Limitation Customer Geography Order Type

demo Excel Add-In for SQL Server Analysis Services

Office Scorecards Product Summary Advanced KPI and Scorecard Authoring and Management Cascading of metrics across organizations Sourcing of metrics from multiple data sources Multiple targets (plan, budget, forecast) to compare and contrast performance Dashboard functionality Charts, graphs, spreadsheets and pivot tables driven by data from Scorecards and KPIs Analyze, interact with, drilldown into and annotate data in the context of consistent business definitions Scorecards and reports move in concert as a user drills down for detailed analysis RTM Fall 2005, Beta 2 currently available Localized into French, Japanese, German and Spanish (2006) First commercial Microsoft Business Intelligence Application

Technology Adoption Program TAP Validation Customers and Partners (private beta) Hewlett Packard, CapGemini United States Navy, ProClarity State of Washington, Cizer Software Development Bank of South Africa, Harvey Jones Expedia, Two Degrees Consulting TDC, Microsoft Consulting Services Acosta, Avanade Deacons, Aderant Accenture (internal) Reynolds & Reynolds (internal) Skanska USA (internal) Xerox (internal) Microsoft Windows Vista (internal) Microsoft IT (internal)

1953 Registered BetaPlace Participants (non-unique) 1052 BSM Beta 2 Server Installer downloads (4 weeks) 920 Survey Responses 58 Countries 389 Newsgroup postings Top 10 Countries by Survey Response Technology Adoption Program Beta Program Participants (public beta)

Business Decision Makers (C-Level on down) Business Analysts IT Administrators Metrics from multiple data sources Integrated collaboration environment Alerting on changes in data Summary reporting with analysis in context Powerful and flexible business definitions Empowering KPI and Scorecard designer Metrics easily re-used and cascaded Centrally managed, scalable BI platform Partnership with business users in Scorecard and KPI authoring What Scorecard Stakeholders Want:

Office Scorecards Architecture IT Administrator SourceSystems Analysis Services 2005/2000 ScorecardCubes Centralized Management Business Intelligence Platform Scorecard Application Application Metadata Office Scorecard Webpart Office Report Viewer Webpart Dashboards and Scorecards, Analysis and Collaboration Business Decision Maker Web Components Reporting Services 2005/2000 Scorecard Reporting Business Decision Maker Reporting Services 2005/2000 Excel, TIFF, XML, PDF Business Analysts Definition Authoring Scorecard Builder

Dashboarding and Scorecarding in SharePoint Portal Server

System Components Clients and server Dashboard Clients Scorecard Server Internet Explorer 5.5+ Office Web Components 2003 Legend: Scorecard Component Scorecard Dependency Scorecard Light-up Authoring Clients Windows XP, SP2+ Office Web Components 2003 Scorecard Builder Scorecards DLL Scorecards Database Scorecard Web Parts Web Service SSRS Export (optional) SSNS Alerts (optional) Windows Server 2003, SP1+ SPS / WSS SSASSSRS SSRS Database SSNS Client + Engine SSNS Database

One server, two server, three server, N Business Scorecard Manager Scale-out Scenarios Sample Configurations One Server Proof-of-concept Two Servers Use unowned data sources Three Servers Separate IIS from databases N-Servers Scale-out for enterprise Typically, not all data sources will not be owned by the scorecard application builder Topologies should anticipate this Scorecard Installation Components

Two server deployment Use unowned data sources Web Server Analysis Services Server Scorecards DLL Scorecards Database Scorecard Web Parts Web Service SSRS Export SSNS Alerts SPS / WSS SSRS SSRS Database SSNS Client + Engine SSNS Database SSAS Cubes Legend: Scorecard Component Scorecard Dependency Remember: AppPool account needs to have read access to your SSAS cubes

Three server deployment Separate IIS from databases Web Server Database Server Analysis Services Server Scorecard Database SSNS, SSRS Database SSAS Cubes Scorecards DLL Scorecard Web Parts Web Service SSRS Export SSNS Alerts SPS / WSS SSRS SSNS Client + Engine Legend: Scorecard Component Scorecard Dependency

Three server deployment Separate IIS from databases Web Server Database Server Analysis Services Server Scorecard Database SSNS, SSRS Database SSAS Cubes Scorecards DLL Scorecard Web Parts Web Service SSRS Export SSNS Alerts SPS / WSS SSRS SSNS Client + Engine Legend: Scorecard Component Scorecard Dependency Scorecard DLL attaches to Scorecard Database Server via web.config setting

N-server deployment Scale out for enterprise Web Server Database Server Analysis Services Server Scorecard Database SSNS, SSRS Database SSAS Cubes Scorecards DLL Scorecard Web Parts Web Service SSRS Export SSNS Alerts SPS / WSS SSRS SSNS Client + Engine Legend: Scorecard Component Scorecard Dependency Remember: Scorecards DLL needs to be installed on all web servers Remember: Scorecard Web Service is required where SSRS Export or SSNS Alert is installed

Business Decision Makers (C-Level on down) Business Analysts IT Administrators Security and Scorecard Stakeholders How security maps to business roles Scorecard Server Administrator – Deploys Scorecard Server Instance Scorecard Server Manager – Provisions KPIs and Scorecards for other business users Data Source Manager – Provisions data sources to be accessed by business users Editor – Enriches KPIs and Scorecards with definitions, business logic, charts, graphs, and other supporting detail Readers – Consume KPIs and Scorecards in dashboards and reports. Analyses, evaluates and annotates information

System Security The scorecard application permissions stack SharePoint Page-level Permissions Internet Information Services Site-level security Scorecard Manager Instance and element-level security Application Pool Thread pool identity SQL Server Analysis Services Role-based dimension and member-level security Active Directory AD Federation Services

Beyond Microsoft Office System… Data Analyzer Shows you highly dimensional data graphical Help detect problems and anomalies quickly Not part of Office systems 2003 Mappoint Yes it does BI! Can read external data from SQL or OLAP… Not part of Office system 2003 MS Project MS Project Enterprise’s reporting feature is using cubes under the cover…

demo Data Analyzer and Mappoint in action…

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