bi ppt portfolio elmer donavan

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Business Intelligence Portfolio Elmer J. Donavan Elmer.Donavan@setfocu s.com [email protected] 513-476-8293 Implementing BI Solutions

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Porfolio of Microsoft BI suite tasks for Sharepoint and Data warehouse experience

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Page 1: Bi Ppt Portfolio  Elmer Donavan

Business Intelligence

Portfolio

Elmer J. Donavan

[email protected]

[email protected]

513-476-8293

Implementing BI Solutions

Page 2: Bi Ppt Portfolio  Elmer Donavan

Table of Contents

Item Page

About Me…………………………………………………….………..…...3

Skills Summary ………………………………………………………….....4

SSIS Integration Services……………………………………………….….6

SSAS Analysis Service Project……………………………………………16

SSRS Reporting Services, Performance Point, Excel Services……………..22

Page 3: Bi Ppt Portfolio  Elmer Donavan

About Me

Introduction: Elmer Donavan, MBA, PMP Education – MBA from Thomas More

College BS From Drexel

University

Audience: IT Managers, CIO, CTO

Career Goals: SQL Server BI Analyst SQL Server DBA Data warehouse Specialist

Page 4: Bi Ppt Portfolio  Elmer Donavan

Skills Summary

Microsoft Technologies:SQL Server 2000 DTS, SQL Server 2005 Integration Services, SQL Server 2005 Analysis Services, SQL Server 2005 Reporting Services, Microsoft Office SharePoint Server 2007, Microsoft Performance Point Server, Microsoft Visio.

Databases: MS SQL Server 2000, MS SQL Server 2005

Software: SQL Server Business Intelligence Development Studio

 

Page 5: Bi Ppt Portfolio  Elmer Donavan

Databases Administration SQL Server Enterprise Manager and VISIO, DTS, SSIS,

SQL Profiler, TFS Database projects, File Group Maintenance, Execution Plan, Data Dictionary, Database Diagrams

Databases Design SQL Server Enterprise Manager and VISIO, DTS,,

Team Foundation, ORACLE through VISIO and Toad

Databases Modeling SQL Server Enterprise Manager, Team Foundation,

and VISIO

Skills Summary

Page 6: Bi Ppt Portfolio  Elmer Donavan

Database Reporting SQL Reporting via MS-Access, Crystal Reports,

SSRS, MDX

CERTIFICATIONS PMP – Project Management institute Since 2004, recertify every 3 years

Project Methodologies used Agile, RUP, Kaizan, Six Sigma, Waterfall

Skills Summary

Page 7: Bi Ppt Portfolio  Elmer Donavan

Skills Summary

Languages VISUAL BASIC,C,VISUAL C++,FOCUS,ASP.NET,

ASP, Java, COBOL II, JavaScript, ACCESS, HTML, FRONT PAGE, SAS, Microfocus COBOL, VB Script, ASP.NET, VB.NET

 

Query Languages: T-SQL, MDX 

Page 8: Bi Ppt Portfolio  Elmer Donavan

Integration Services

OverviewThe project is for a fictitious construction company called

AllWorks. You will design and build a SQL Server 2005 database to track employee and customer information, timesheet and labor rates data, as well as job order information, job materials, and customer invoices.

In the client project scenario, AllWorks currently stores this information in Excel Spreadsheets, XML files, and csv files.

Page 9: Bi Ppt Portfolio  Elmer Donavan

Objective Create a shared data source AllWorksDBStudent in

SSIS BIDs. Create packages to read each source file and

insert/update into AllWorksDBStudent SQL Database. Remember that the structures may be different for each set of files (raw source data for invoices is non-normalized, whereas SQL Database will have multiple jobs per invoice, etc.)

In the control flow generate two emails (Success & Failure) to [email protected] for the results of every package. Success emails must include counts of rows inserted, rows changed and invalid rows (for example, data loads may contain child timesheet records with an invalid parent record).

Integration Services

Page 10: Bi Ppt Portfolio  Elmer Donavan

Create a Master Package which includes all the packages created. Include in the Master Package tasks for Database maintenance - backup, shrink and re-index. . All backups should occur nightly, after the last transfer of source data. Generate two emails for the success and failure of the database tasks.

All scheduled packages will run nightly at midnight. Schedule the Jobs in the SQL Agent.

Integration Services

Page 11: Bi Ppt Portfolio  Elmer Donavan

Integration Services

DB diagram for the categories of files

 

Database model of All Construction database

Page 12: Bi Ppt Portfolio  Elmer Donavan

Integration Services

Features Leveraged in project Control-Flow For Each Container, Sequence Container, Script

Event Precedence Constraints Data-Flow Excel Source, Data Conversion, Look Up,

Derived column, Conditional Split, Row Count, Flat file Destination, OLE DB Destination, OLE DB Command

Send-Mail Notification

Page 13: Bi Ppt Portfolio  Elmer Donavan

Integration Services

Sample master package control flow. Includes database maintenance andNotifications on each task.

Page 14: Bi Ppt Portfolio  Elmer Donavan

Integration Services

Sample of how to loop through directory with control flow item. This also reports counts processed.

Page 15: Bi Ppt Portfolio  Elmer Donavan

Integration Services

Example of data flow to load employee data into database

Page 16: Bi Ppt Portfolio  Elmer Donavan

Overview Study AllWorks staging database Incorporate database into cube and create

reporting dashboards Analyze requirements to complete reporting

reqirements Objective

Create an SSAS database (cube and dimensions) and define yearly partitions

Write MDX queries Create 5 KPIs

Analysis Services

Page 17: Bi Ppt Portfolio  Elmer Donavan

Database structure used in SSAS project

Database layout for All Works CUBE

Analysis Services

Page 18: Bi Ppt Portfolio  Elmer Donavan

with

--creates ordered list for generate to use

set [OrderedMaterialTypes] as

Order([Material Types].[Description].children,[Measures].[Purchase Amount],bdesc)

--creates purse amt column

set [Columnset] as

[Measures].[Purchase Amount]

Select [Columnset] on columns,

---Client list sorted inside material types

---where rows are generated inside of material types

non empty

[Material Types].[Description].children *

generate( [OrderedMaterialTypes], //for each material type

{ [Job Master].[Clients].currentmember, // add the material type

order( //followed by list of clients

descendants([Job Master].[Clients].currentmember, //add list of clients

[Job Master].[Clients].[Clients],

self)

, [Measures].[Purchase Amount],bdesc)

}

)

on rows

from [All Works]

where [All Works Calendar].[Fy Year].&[2005]

Query to generateMaterials used on client projects

Analysis Services – MDX Queries

Page 19: Bi Ppt Portfolio  Elmer Donavan

Calculation to used in KPI

Analysis Services – Calculation

Page 20: Bi Ppt Portfolio  Elmer Donavan

KPI definition for dashboard

Analysis Services – KPI

Page 21: Bi Ppt Portfolio  Elmer Donavan

Dashboard showing KPI and trend indicator

Analysis Services – Dashboard

Page 22: Bi Ppt Portfolio  Elmer Donavan

SSRS Project

1. Use of existing SharePoint location that you had. You createthe Following items in your location:

1. SSRS reports deployed to a dashboard2. Performance Point Scorecards deployed to dashboard3. Excel Services Pivot tables and charts deployed to dashboard.

2. Just make sure you have the four document libraries listed below

1. ExcelDocuments (as a Document Library)2. GeneratedReports (as a Document library)3. PPSDashboards (as a Report Library)4. SSRSReports (as a Report Library)

Page 23: Bi Ppt Portfolio  Elmer Donavan

SSRS – BIDS Report

Example of report creation in BIDS

Page 24: Bi Ppt Portfolio  Elmer Donavan

SSRS – BIDS Report

Scheduling of SSRS report for SharePoint delivery

Page 25: Bi Ppt Portfolio  Elmer Donavan

SSRS – BIDS Report

SSRS Delivered to SharePoint

Page 26: Bi Ppt Portfolio  Elmer Donavan

Performance Point - Report

Report definition in Performance Point Server

Page 27: Bi Ppt Portfolio  Elmer Donavan

Performance Point MDX modifications

Page 28: Bi Ppt Portfolio  Elmer Donavan

Performance Point – KPI & Scorecards

Scorecard with KPI including Objective KPI

Page 29: Bi Ppt Portfolio  Elmer Donavan

SharePoint - DashBoards, SSRS

Multi-page Dashboard with multiple zones and charts, Score Cards, Reports withNull status indicator

Page 30: Bi Ppt Portfolio  Elmer Donavan

SharePoint Dashboard- Excel Services

Multi-page dashboard with Excel Services including multi-axis chart.