1. Another PillowTalk Presentation  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Business Intelligence: Analytical Reporting Lee H. Burstein, President 2525 Justin Lane Wilmington, DE 19810-2223 302-477-0180

2.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 1 Topics  Introduction  What Is It  What About Spreadsheets  Putting It Together  Alerts  Advantages

3. Another PillowTalk Presentation  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Introduction

4.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 3 Introduction  There are products in MV to provide this  There are products outside MV to provide this  This is a reporting tool  Driven by end user needs  This is a different way of looking at information  Also referred to as OLAP  On Line Analytical Processing

5. Another PillowTalk Presentation  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com What Is It

6.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 5 It Is …  A reporting tool  Drill down capability  Multi-dimensional data  An element of data is called a Dimension or Category  Dimensions have subcategories  Location -> Country -> State -> City -> Warehouse  Dynamically change the view  A different way of looking at reporting  Business decisions can be made more easily  Eliminate the noise

7.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 6 Reporting  Not just a column and row report with many pages  Summary data that hides the detail until you want it (drill down)

8.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 7

9.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 8

10.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 9 Dynamically Change View  Graphs

11.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 10

12.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 11 Dynamically Change View  Restrict information displayed

13.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 12

14.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 13 Eliminate The Noise  Too much information may cloud the information  It may be too difficult to see  Remove information that is getting in the way to view critical information

15.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 14

16.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 15

17. Another PillowTalk Presentation  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com What About Spreadsheets

18.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 17 The Good News  Used extensively for financial analysis  Financial professionals know how to use them  Can easily be incorporated in a financial report  Pivot tables can provide some analytical capability

19.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 18 The Bad News  Over 90% of financial spreadsheets have errors  Designing financial models in a spreadsheet requires technical training that most financial people lack  Inflexible to design changes cell by cell  Following linked cells from one workbook to another is difficult affecting data integrity  Pivot tables are difficult to build and maintain

20. Another PillowTalk Presentation  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Putting It Together

21.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 20 Work Flow  ETL  Extract, Transform, Load  Built the cube  Use the cube  Export views

22.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 21 Extract  Data needs to come from some source  MV BI tools can look directly into your files  Others can work with existing reports, csv files, XML, ODBC, JDBC

23.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 22 Transform  Data may need to be reformatted for being loaded into the cube

24.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 23 Load  You can now load the cube

25.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 24 Build The Cube  Define dimensions and sub categories  Add measures (numeric dimensions)  Add evaluated dimensions  Functions  Counts  Translated codes  Define views  Publish

26.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 25 Use The Cube  Do you need to train users  Will they use the cube  How can you make it easier  How intuitive is the cube

27.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 26 Export Views  Save as: .csv .pdf .doc .xls  Incorporate into other reports

28. Another PillowTalk Presentation  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Alerts

29.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 28 Define Alerts  Define KPI’s  Key Performance Indicators  Yield less then 80%  YTD Sales for this year is up from last year  Ratio of GL accounts exceeds acceptable limits  Display alerts on workstation

30.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 29 Display Alerts  Dashboard  Alerting client-side softwar  Click on alert talks you to the part of the cube causing the alter.  Increases usability  Reduces training requirement

31. Another PillowTalk Presentation  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Advantages

32.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 31 Advantages  Decision makers have information not data  Information comes from your application  Easy to filter out the noise  Charting makes it easier to see the trends  Security is usually part of the cube environment

33.  2004 Dynamic Systems, Inc. Lburst@dynamicsys.com http://www.dynamicsys.com Page 32