1. Session 37 Business Intelligence Reporting
Presenter: Marchand Hildebrand
Date: 12 March 2014

2. Overview
Business Intelligence
Dashboards
Power Pivots

3. BI Reporting
Business Intelligence (BI) is the science of transforming raw data into meaningful and useful information for business purposes
BI, in simple words, makes interpreting voluminous data friendly. Making use of new opportunities and implementing an effective strategy can provide a competitive market advantage and long-term stability.[1]
Business intelligence, or BI, is an umbrella term that refers to a variety of software applications used to analyse an organization’s raw data. BI as a discipline is made up of several related activities, including data mining, online analytical processing, querying and reporting.
BI Reporting - Strategic reporting to serve the strategic management of a business, not operational reporting
Multidimensional aggregation and allocation
Denormalization, tagging and standardization
Realtime reporting with analytical alert
Interface with unstructured data source
Group consolidation, budgeting and rolling forecast
Statistical inference and probabilistic simulation
Key performance indicators optimization
Version control and process management
Open item management
Common functions of business intelligence technologies are reporting, online analytical processing, analytics, data mining, process mining, complex event processing, business performance management, benchmarking, text mining, predictive analytics and prescriptive analytics.
Reporting/enterprise reporting – program that builds infrastructure for strategic reporting to serve the strategic management of a business, not operational reporting. Frequently involves data visualization, executive information system and OLAP. Collaboration/collaboration platform – program that gets different areas (both inside and outside the business) to work together through data sharing and electronic data interchange.

4. BI Functions Reporting Online analytical processing Analytics
Data mining
Process mining
Complex event processing
Business performance management
Benchmarking
Text mining
Predictive analytics
Prescriptive analytics

5. Business Application Measurement Analytics Enterprise reporting
Collaboration
Knowledge management
Measurement – program that creates a hierarchy of performance metrics and benchmarking that informs business leaders about progress towards business goals (business process management).
Performance metrics measure of an organization's activities and performance.
Analytics – program that builds quantitative processes for a business to arrive at optimal decisions and to perform business knowledge discovery.
Frequently involves: data mining, process mining, statistical analysis, predictive analytics, predictive modelling, business process modelling, complex event processing and prescriptive analytics.
Reporting/enterprise reporting – program that builds infrastructure for strategic reporting to serve the strategic management of a business, not operational reporting.
Frequently involves data visualization, executive information system and OLAP online analytical processing,
Collaboration/collaboration platform – program that gets different areas to work together through data sharing and electronic data interchange.
Knowledge management – program to make the company data driven through strategies and practices to identify, create, represent, distribute, and enable adoption of insights and experiences that are true business knowledge. Knowledge management leads to learning management and regulatory compliance.

6. Benefits of BI Improves decision making Reducing costs
Identify new business opportunities
Support decision making with factual information
Identify trends to develop strategies
Manage employee performance
Identify quality issues
Optimize business processes through the use of technology
Forecast, budget, and plan within a process-centric environment
Ability to monitor the organization's performance regularly and centrally throughout the day
Companies use BI to improve decision making, cut costs and identify new business opportunities. BI is more than just corporate reporting and more than a set of tools to coax data out of enterprise systems. CIOs use BI to identify inefficient business processes that are ripe for re-engineering.

7. Dashboards
Graphical presentation of the current status (snapshot) and historical trends of an organization’s key performance indicators to enable instantaneous and informed decisions to be made at a glance.

8. Example

9. Real-time user interface
Features
Easy to read
Single page
Real-time user interface

10. Types of Dashboards Strategic Analytical Operational Informational
Strategic dashboards support managers at any level in an organization, and provide the quick overview that decision makers need to monitor the health and opportunities of the business.
Dashboards of this type focus on high level measures of performance, and forecasts. Strategic dashboards benefit from static snapshots of data (daily, weekly, monthly, and quarterly) that are not constantly changing from one moment to the next.
Dashboards for analytical purposes often include more context, comparisons, and history, along with subtler performance evaluators. Analytical dashboards typically support interactions with the data, such as drilling down into the underlying details.
Dashboards for monitoring operations are often designed differently from those that support strategic decision making or data analysis and often require monitoring of activities and events that are constantly changing and might require attention and response at a moment's notice.

11. Advantages
Visual presentation of performance measures
Ability to identify and correct negative trends
Measure efficiencies/inefficiencies
Ability to generate reports showing new trends
Ability to make more informed decisions based on collected business intelligence

12. Advantages
Align strategies and organizational goals
Saves time compared to running multiple reports
Gain total visibility of all systems instantly
Quick identification of data outliers and correlations

13. Design Consideration
Who are you trying to impress?
Select the right type of dashboard
Group data logically - Use space wisely
Make the data relevant to the audience
Don’t clutter your dashboard - Present the most important metrics only
How often does the data really need to be refreshed

14. Delivery Mechanism
Push & Pull
Security
Sensitive Data
Publish into iEnabler
Sharepoint vs Microsoft BI

15. Disclaimer
The information, comments and material presented in this presentation are provided for information purposes only. The presentation is not addressing all possible technical or business aspects and does not claim to be complete or exhaustive.
Adapt IT reserves the right to change its business or product development plans as circumstances dictate.
This document may not be reproduced or distributed without the written permission of Adapt IT (Pty) Ltd.

16. Thank you