spagobi - ow2 consortiumobjectwebcon06.objectweb.org/xwiki/bin/download/main/detailed... · spagobi...
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SpagoBISpagoBI
Free software for a free analyseFree software for a free analyse
Evolutionary stepsEvolutionary steps
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ContentsContentsContentsContents
�Business Intelligence in a nutshell�SpagoBI as Business Intelligence (BI) platform�SpagoBI today�SpagoBI next steps�Troubles�Conceptual line�Development line�Synergies with other OW projects�Q&A
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Business Intelligence in Business Intelligence in Business Intelligence in Business Intelligence in
a nutshella nutshella nutshella nutshell
�Semantic building of the information�Right and solid data�Evidence and selectivity
�Centrality of the business model�Strategic vision�Right expository context
�Common labels�Data Warehouse - Database focused on the historical data store in an analytical-oriented
way�ETL - Extraction, transformation, loading data from source to target�Reporting - Formatted and static presentation of data (like pdf)�OLAP - On-line analytical processing. Multidimensional and dynamic analysis�Data Mining – Investigation of big volumes of data by means of high-level statistics
methods�KPI - Key performance indicator, representative for the core business monitoring�Dashboard e Scorecard – A way to present and analyse the KPIs
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BI misunderstanding
�The DWH is not the Business Intelligence�Doing reporting systems is not the same as doing BI systems�A product is not an Business Intelligence system�The BI does not exist without the competence on the Business�The technology is a prerequisite and an enabling aspect but not the only
one focus �The data model keeps a primary role, because it is also the first
representation of the business.
Share ofShare of PRODUCT +PRODUCT +Share ofShare of PROJECT =PROJECT =
Build Build a a SOLUTIONSOLUTION
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SpagoBI SpagoBI SpagoBI SpagoBI as BI platformas BI platformas BI platformas BI platform
�The Business Intelligence Free Platform:�to cover all the BI requirements�to modify the weights in the BI Solution=Product+Project
equation�to integrate the existing tools in a Enterprise middleware
layer�to increase the value of the existing tools�to create an uniform vision of the analytical areas�to manage an adaptive behaviour of the documents based
on the users’ roles�to be opened to many products for the same analytical
area (open source or market product too)�to adopt open standards�for a light insertion in pre-existent environments
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Why and How with SpagoBI
�WHY with SpagoBI ?�The market products are underused
�A free platform can widen the target of users for the BI�It enables a "experimentation" policy because it doesn’t involve a high entry cost
�The project is more important than the product, but the product costs more than the project
�The market products do not significantly reduce the project costs�It enables the building of vertical models (Analytics)
�HOW with SpagoBI ?�Work with agile methodologies and evolutionary developments �Modular approach (not always all the modules) to the services and following an
evolutionary development, with reference to general design (architecturals, methodological and of process)
�Make in "little" (right dimension) but thinking in big, to open other spaces
�Identify the suitable interlocutors, the inefficiency areas and the critical ones; offer the proposal but also the evolutionary plan
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SpagoBISpagoBISpagoBISpagoBI todaytodaytodaytoday
�Platform's core�Portlets, document management, user's roles handling, basic
metadata layer, administrative support
�Self-governing parameters and prompts�Analytical areas
�Report and OLAP in a delegated mode, Dashboard, Query by Example (QbE)
�Analytical documents support�approval cycle with fixed states; adaptive behaviour based on
the end-user roles
�Mixed platforms support�(AS) Tomcat, JBoss, JOnAS; (Portals) eXo Portal, WebSphere;
(Analytical engines)JasperReport, Mondrian, Business Objects; (Rdbms) MySql, PostgreSQL, Oracle, DB2, SQLServer, HSQL.
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Next steps Next steps Next steps Next steps ---- Analytical Analytical Analytical Analytical
thinkingthinkingthinkingthinking
�Limited and evident interesting position�Process of analysis of its meaning
�Is it a normal or an irregular situation?�Macro consideration of the problem to focus the relevant
aspects�In-depth analysis of the identified elements�Validate the hypotheses on correlated elements
�Communication of the problem�Recovery hypothesis and action
�Simulate the recovery action�Impact analysis and validation of the hypothesis�Confirm the action to the operative level or formulate a
new investigation hypotesis (restart the process)
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Analytical thinking Analytical thinking Analytical thinking Analytical thinking
supportsupportsupportsupport�KPI monitoring�KPI explosion in its meaningful member�OLAP analysis to investigate the question�Drill, slice, filter, switch, rotate, drill, etc.�Identify the critical element�See other related reports to confirm the diagnostic�Mail and snapshot to the interested people�Data Mining to simulate the recovery action�Data Mining results examination to confirm/deny the
hypothesis�OLTP communication or OLAP analysis restart
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Analytical thinking Analytical thinking Analytical thinking Analytical thinking
support with support with support with support with SpagoBISpagoBISpagoBISpagoBI
�Product sales KPI is critical !
�Product sales Cube analysis�Family → brand → product�Area → Zone → store�Year → month�The product X, only for the store Y, doesn’t cover the budget for March. Why ?
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Analytical thinking Analytical thinking Analytical thinking Analytical thinking
support with support with support with support with SpagoBISpagoBISpagoBISpagoBI
�Move to Actual vs Budget Cube, inheriting the reached point of view (product, month, store)
�Many other product don’t cover the budget for month/store
�Verify the reports about monthly store’s calendar and product budget plan
�Send documents to the interested people
�Was the store closed for reorganization?�Did I consider it in the budget plan?
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Analytical thinking Analytical thinking Analytical thinking Analytical thinking
support with support with support with support with SpagoBISpagoBISpagoBISpagoBI
�Redistribution of the budget over the shops to maintain the same goals
�Validation of the impact
�Other: the budget is right but the store is not efficient →→→→ Action to increase the store efficiency
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More …More …More …More …
�Closed-loop Business Intelligence�Intelligence center in relationship with all
interesting systems (operational too) �Retrieve data, give out information�Operative actions
�Alert and notification�Shared points of view�Enterprise's behavioural model consolidation�Enterprise's analytical model consolidation
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Troubles
�Many products, no mandatory ones�Many and heterogeneous data sources�Processing big volumes of data�No reference data model (platform vs project)�Any market sector and functional area�Administrative tools�Security and profiling�Licencing policy
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Conceptual lineConceptual lineConceptual lineConceptual line----AbstractionAbstractionAbstractionAbstraction
�Concepts abstraction�Report → analytical document�OLAP → analytical document�Parameter → contextElement�Filter → contextElement�Reached point of view → contextElement�JasperReport → Engine�Mondrian → Engine�…
�Behaviours abstraction�Report execution → documentStart�Switch between OLAP→ documentGo�Switch from report to OLAP → documentGo�Drill-down → documentNavigate�Drill-across → documentNavigate�Parameter passing value → documentSetContext�Drilled field sets → documentSetContext�…
Abstract Model
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Conceptual lineConceptual lineConceptual lineConceptual line----ReductionReductionReductionReduction
�Break up the abstract model into elementary abstract unit
�Analytical document�…
�Identify the useful context levels�DocumentContext�NavigationContext�UserContext�SpagoBIContext�…
�Formal description of every abstract unit�Analytical document
�Dimension, Attribute, Measure, Hierarchy, …�…
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Development line Development line Development line Development line ----
Technical Technical Technical Technical KEYsKEYsKEYsKEYs�METADATA
�Connection ring between abstract model and implementation
�Detailed data about abstract model�Detailed data about abstract behaviour�Mapping rules�…
�SERVICE ORIENTED ARCHITECTURE�Specific and independent implementations�Pluggable�Decoupled architecture�Extensible and customizable�…
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Architecture R1Architecture R1Architecture R1Architecture R1
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Architecture R2Architecture R2Architecture R2Architecture R2
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Architecture R2Architecture R2Architecture R2Architecture R2
�JBI (JSR 208)�JCR (JSR 170)
�JSR 168�SOA�JMX�JNDI
�…
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OW projects OW projects OW projects OW projects synergiesynergiesynergiesynergie
�Active …�eXo Platform�JOnAS�Bonita�Shark�Octopus�Spago
�Interested on …�Celtix ESB�BSOA�Fractal�ProActive�…
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Reference Reference Reference Reference –––– Q&AQ&AQ&AQ&A
�http://spagobi.objectweb.org (home)�http://forge.objectweb.org/project/showfiles.php?group_id=204 (download)�http://demos.objectweb.org/spagobi/spagobi_demo.htm (demo)�http://forge.objectweb.org/mail/?group_id=204 (mailing list)
Q&A ….