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Page 1: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

TNQ400-13TNQ400-13

Page 2: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

How To Use Office 2000 How To Use Office 2000 Features In Data WarehousingFeatures In Data Warehousing

Michael L. FlakusMichael L. FlakusSenior ConsultantSenior ConsultantBEST ConsultingBEST Consulting

Page 3: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Session PrerequisitesSession Prerequisites

This session assumes that you This session assumes that you understand the fundamentals of:understand the fundamentals of: Basic knowledge of Office 2000Basic knowledge of Office 2000 Basic knowledge of Basic knowledge of

MicrosoftMicrosoft®® SQL Server SQL Server™™ 7.0 7.0

This is a level 200 sessionThis is a level 200 session

Page 4: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

What You Will Learn TodayWhat You Will Learn Today

Using Excel 2000 PivotTable and Using Excel 2000 PivotTable and PivotChart to access PivotChart to access Multi-Dimensional dataMulti-Dimensional data

Using PivotTable and Chart Office Web Using PivotTable and Chart Office Web Components (OWC) to access Multi-Components (OWC) to access Multi-Dimensional dataDimensional data

Overview of Microsoft SQL Server Overview of Microsoft SQL Server OLAP services and functionalityOLAP services and functionality

Page 5: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Definition Of TermsDefinition Of Terms

OLTP – On-Line Transaction ProcessingOLTP – On-Line Transaction Processing OLAP – On-Line Analytical ProcessingOLAP – On-Line Analytical Processing OWC – Office Web ComponentsOWC – Office Web Components OLAP CubeOLAP Cube OLAP .cub fileOLAP .cub file MDX – Multi-Dimensional ExtensionsMDX – Multi-Dimensional Extensions

Page 6: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Data Warehouse FrameworkData Warehouse Framework

OperationalOperational

SourcesSources

Data Warehouse/Data Mart DesignData Warehouse/Data Mart Design

Data Warehouse ManagementData Warehouse Management

Data Data

Transform/Transform/

CleansingCleansing

Data Marts orData Marts or

Data Data

WarehouseWarehouse

Info

rma

tio

nIn

form

ati

on

Dir

Dir

BuildingBuilding UsingUsing

Man

ag

ing

Man

ag

ing

Meta -Data FlowMeta -Data FlowData FlowData Flow

Repository (Persistent Shared Meta -Data)Repository (Persistent Shared Meta -Data)

SchemaSchema TransformTransform Schedule Schedule OLAPOLAP

End-User End-User ToolsTools

ReplRepl InfoPublish InfoPublish

Source: Source: Microsoft SQL Server 7.0 Data Warehousing FrameworkMicrosoft SQL Server 7.0 Data Warehousing Framework http://www.microsoft.com/sql/bizsol/datawareframe.htm

Page 7: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Software And ComponentsSoftware And Components

Office 2000Office 2000 Excel PivotTable and PivotChartExcel PivotTable and PivotChart Office Web Components (OWC) PivotTable Office Web Components (OWC) PivotTable

and Chartand Chart

Excel Microsoft QueryExcel Microsoft Query Used to create or open connection to data sourceUsed to create or open connection to data source An optional Microsoft Office componentAn optional Microsoft Office component

Internet Explorer (IE) 4.01 or greater (OWC do Internet Explorer (IE) 4.01 or greater (OWC do not work with Netscape Navigator)not work with Netscape Navigator)

Page 8: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Software Installation TipSoftware Installation Tip

Include Microsoft Query in standard Include Microsoft Query in standard Office 2000 installation for users who Office 2000 installation for users who will be creating or opening database will be creating or opening database connectionsconnections

Page 9: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

OLAP Data Source OptionsOLAP Data Source Options

OLAP Service ProviderOLAP Service Provider Microsoft OLAP ProviderMicrosoft OLAP Provider Third-party OLAP Provider (conform Third-party OLAP Provider (conform

to OLE-DB for OLAP standard and be to OLE-DB for OLAP standard and be Office compatible)Office compatible)

OLE DB for OLAP Web Site:OLE DB for OLAP Web Site:http://www.http://www.microsoftmicrosoft.com/data/.com/data/oledboledb//olapolap/default./default.htmhtm

Offline Cube files (.cub)Offline Cube files (.cub)

Page 10: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

About Offline Cube FilesAbout Offline Cube Files

Offline cubes files (.cub) from Offline cubes files (.cub) from OLAP dataOLAP data Can be created using ExcelCan be created using Excel Include as subset or all dataInclude as subset or all data Allow users to continue working with Allow users to continue working with

data when disconnected from networkdata when disconnected from network Can be updated when reconnectedCan be updated when reconnected Generally, provide slower performanceGenerally, provide slower performance Do not include calculated measuresDo not include calculated measures May not be supported by third-party May not be supported by third-party

OLAP providersOLAP providers

Page 11: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Creating A Data SourceCreating A Data Source

To connect to OLAP data, you To connect to OLAP data, you create a data source using create a data source using Microsoft QueryMicrosoft Query

Microsoft Query is invoked either;Microsoft Query is invoked either; While using the PivotTable and While using the PivotTable and

PivotChart wizardPivotChart wizard Or, directly from the Excel 2000 menuOr, directly from the Excel 2000 menu

Page 12: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

PivotTable Interaction PivotTable Interaction With OLAP Data SourcesWith OLAP Data Sources

MDX Query

Data Set Results

Excel 2000 Client

Internet Explorer

Client

OLAP Data Source

OLE DB for OLAP Provider

MDX Query

Data Set Results

Page 13: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Today’s Demo ScenariosToday’s Demo Scenarios

Northwind sales representatives need Northwind sales representatives need to analyze company sales datato analyze company sales data

The Northwind IT department needs to The Northwind IT department needs to broadly, easily, and securely provide broadly, easily, and securely provide access to the OLAP databaseaccess to the OLAP database

Overview of the process used to Overview of the process used to create an OLAP databasecreate an OLAP database

Page 14: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Demo 1Demo 1

Scenario – Northwind sales Scenario – Northwind sales representatives need to analyze representatives need to analyze company sales datacompany sales data

Solution – Provide interactive tools Solution – Provide interactive tools that allow users to view and explore that allow users to view and explore OLAP dataOLAP data

Page 15: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

PivotTable Options – PivotTable Options – OLAPOLAP

Note “Save data Note “Save data with table layout” with table layout” is not availableis not available

Enabling Enabling “Refresh on “Refresh on open” is open” is suggestedsuggested

Disable “Save Disable “Save password”password”

Page 16: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

PivotTable Options – PivotTable Options – Non-OLAPNon-OLAP

For best performance, For best performance, leave these two Excel leave these two Excel PivotTable Options to PivotTable Options to default values as default values as follows:follows: ““Save table with data Save table with data

layout” enabledlayout” enabled ““Refresh on open” Refresh on open”

disableddisabled

Consider disabling Consider disabling “Save password”“Save password”

Page 17: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Windows NTWindows NT®® Integrated SecurityIntegrated Security OLAP uses only Windows NT OLAP uses only Windows NT

integrated securityintegrated security Offline .cub files do not have Offline .cub files do not have

this protectionthis protection

Page 18: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Best PracticesBest Practices

OLAP Data sources provide best OLAP Data sources provide best performance for large or frequently performance for large or frequently refreshed data setsrefreshed data sets

Selecting and linking data in an Selecting and linking data in an OLAP data Source is not requiredOLAP data Source is not required

Offline Cube files do not use Offline Cube files do not use Windows NT SecurityWindows NT Security

Page 19: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Pop QuizPop Quiz

What is Microsoft Query used for?What is Microsoft Query used for?

Why do OLAP data sources generally Why do OLAP data sources generally provide better performance with large provide better performance with large or frequently accessed data sets?or frequently accessed data sets?

A: Connecting to an OLAP data cubeA: Connecting to an OLAP data cube

A: They use a client / server architecture A: They use a client / server architecture and return only the selected dataand return only the selected data

Page 20: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

OWC PivotTable OWC PivotTable And ChartAnd Chart

Page 21: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Office Web ComponentsOffice Web Components

Office Web Components (OWC) –Office Web Components (OWC) –OWC are included in Office 2000 and behave OWC are included in Office 2000 and behave similarly to other office applications, but similarly to other office applications, but operate in an internet environment operate in an internet environment

These components include:These components include: The Spreadsheet ComponentThe Spreadsheet Component

The Data Source ComponentThe Data Source Component

The Chart ComponentThe Chart Component

The PivotTable ComponentThe PivotTable Component

Page 22: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Demo 2Demo 2

Scenario – Interest in Northwind’s Scenario – Interest in Northwind’s OLAP data has grown within the OLAP data has grown within the company; The IT department needs company; The IT department needs to broadly, easily, and securely to broadly, easily, and securely provide access to the OLAP databaseprovide access to the OLAP database

Solution – Use the Web to distribute Solution – Use the Web to distribute PivotTable and Chart views of PivotTable and Chart views of OLAP dataOLAP data

Page 23: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

OWC And Office 2000OWC And Office 2000

No technical dependencyNo technical dependency Office 2000 does not need to be Office 2000 does not need to be

installed before deploying OWCinstalled before deploying OWC Can coexist with Office 95 and 97Can coexist with Office 95 and 97 OWC components are licensed with OWC components are licensed with

Office 2000Office 2000 Compatible with Office Compatible with Office Can be deployed before Office 2000Can be deployed before Office 2000

Page 24: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

OWC Component InstallOWC Component Install

Create an Office 2000 Install Image Create an Office 2000 Install Image using setup.exe /a or the ORK that using setup.exe /a or the ORK that installs the OWCinstalls the OWC

Set Codebase Attribute to Set Codebase Attribute to MSOWC.CAB to call the Web installer MSOWC.CAB to call the Web installer controlcontrol

For more information see Chapter 12 For more information see Chapter 12 of Programming Microsoft Office 2000 of Programming Microsoft Office 2000 Web Components by Dave Stearns Web Components by Dave Stearns (MS Press, 1999)(MS Press, 1999)

Page 25: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Pop QuizPop Quiz

How are Office Web Components How are Office Web Components Licensed?Licensed?

Which components are used to Which components are used to access OLAP data?access OLAP data?

A: With Office 2000A: With Office 2000

A: PivotTable and ChartA: PivotTable and Chart Do the component require Office 2000 Do the component require Office 2000

to be installed on the workstation?to be installed on the workstation?

A: No, they can be installed independentlyA: No, they can be installed independently

Page 26: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Overview Of Microsoft SQL Server Overview Of Microsoft SQL Server OLAP Services And FunctionalityOLAP Services And Functionality

BuildingBuilding UsingUsing

OperationalOperational

SourcesSources

Data Warehouse/Data Mart DesignData Warehouse/Data Mart Design

Data Warehouse ManagementData Warehouse Management

Data Data

Transform/Transform/

CleansingCleansing

Data Marts orData Marts or

Data Data

WarehouseWarehouse

Info

rma

tio

nIn

form

ati

on

Dir

Dir

Man

ag

ing

Man

ag

ing

Meta -Data FlowMeta -Data FlowData FlowData Flow

Repository (Persistent Shared Meta -Data)Repository (Persistent Shared Meta -Data)

SchemaSchema TransformTransform Schedule Schedule OLAPOLAP

End-User End-User ToolsTools

ReplRepl InfoPublish InfoPublish

Page 27: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Northwind OLTP SchemaNorthwind OLTP Schema

Page 28: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Northwind Star SchemaNorthwind Star Schema

Page 29: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

OLAP Sales CubeOLAP Sales Cube

Page 30: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

OLAP ProcessOLAP Process

Cube Cube BuildingBuilding

DesignDesign ExtractExtract TransformTransform LoadLoad ProcessProcess

Query Query ToolsTools

ClassicClassic Reports Reports

PivotTablePivotTable PivotChartPivotChart SecuritySecurityOLAPOLAP

ServerServer

OLTPOLTP

SourcesSources

Page 31: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Demo 3Demo 3

Scenario – Produce OLAP multi-dimensional Scenario – Produce OLAP multi-dimensional database from OLTP data source database from OLTP data source

Solution – Provide tools to enable the Solution – Provide tools to enable the creation of multi-dimensional databases creation of multi-dimensional databases

Page 32: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

OLAP Database Backup OLAP Database Backup And RecoveryAnd Recovery The entire database can be The entire database can be

backed up with standard file backed up with standard file server backup routinesserver backup routines

OLAP Add-in Package allows the OLAP Add-in Package allows the backing up and restoring of backing up and restoring of individual OLAP databaseindividual OLAP database

Page 33: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Best PracticesBest Practices

Clearly communicate to users the Clearly communicate to users the structure, origin, and content of the structure, origin, and content of the source datasource data

Learn techniques to improve build and Learn techniques to improve build and viewing performanceviewing performance OLAP Services: Performance Implications OLAP Services: Performance Implications

of the Architectureof the Architecturehttp://msdn.microsoft.com/library/backgrnd/html/olapperf.htmhttp://msdn.microsoft.com/library/backgrnd/html/olapperf.htm

Page 34: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Pop QuizPop Quiz What does OLAP represent?What does OLAP represent?

A: Online Analytical Processing A: Online Analytical Processing

What happens in the back room of the What happens in the back room of the process?process?

A: Data is extracted, transformed, and A: Data is extracted, transformed, and loaded into a multi-dimensional schema loaded into a multi-dimensional schema

What happens in the front room of the What happens in the front room of the process?process?

A: Data is presented in a secure manner to A: Data is presented in a secure manner to the end-user for analysis the end-user for analysis

Page 35: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Why OLAP Services And Why OLAP Services And Office 2000?Office 2000?

IntelligentIntelligentaggregationsaggregations

Significantly smaller databases for same performanceSignificantly smaller databases for same performance Faster initial and incremental load timesFaster initial and incremental load times

Flexible Flexible storagestorage

architecturearchitecture

Supports MOLAP, ROLAP, and HOLAP equally wellSupports MOLAP, ROLAP, and HOLAP equally well Application requirements determine storageApplication requirements determine storage

Ease-of-mgmtEase-of-mgmt Lower TCOLower TCO Broader accessibility of data warehousingBroader accessibility of data warehousing

PivotTablePivotTableServiceService

Client-side cache - improves performanceClient-side cache - improves performance Client/server architecture for Excel PivotTablesClient/server architecture for Excel PivotTables

Page 36: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Questions And AnswersQuestions And Answers

Page 37: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

For More InformationFor More Information

Refer to the TechNet website at Refer to the TechNet website at www.microsoft.com/technet/www.microsoft.com/technet/

MicrosoftMicrosoft®® Official Curriculum Official Curriculum MOC website: MOC website: on on www.www.microsoftmicrosoft

.com/train_cert/.com/train_cert/

Visit our Technology Center on SQL Visit our Technology Center on SQL ServerServer www.www.microsoftmicrosoft.com/TechNet/SQL.com/TechNet/SQL

IT Professionals User GroupsIT Professionals User Groups www.www.microsoftmicrosoft.com/.com/technettechnet//usergroupusergroup/default.asp/default.asp

Page 38: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Suggested ReadingSuggested Reading

Programming Microsoft Office 2000 Web Programming Microsoft Office 2000 Web ComponentsComponents by Dave Stearns, (Aug 1999), by Dave Stearns, (Aug 1999), Microsoft Press; ISBN: 073560794XMicrosoft Press; ISBN: 073560794X

Microsoft OLAP UnleashedMicrosoft OLAP Unleashedby Tim Peterson, Jim Pinkelman, Bob Pfeiff, by Tim Peterson, Jim Pinkelman, Bob Pfeiff, (Nov 1999) Sams; ISBN: 0672316714(Nov 1999) Sams; ISBN: 0672316714

Microsoft OLAP SolutionsMicrosoft OLAP Solutions by Erik Thomsen, by Erik Thomsen, George Spofford, Dick Chase, (Jul 1999) George Spofford, Dick Chase, (Jul 1999) John Wiley and Sons; ISBN: 0471332585John Wiley and Sons; ISBN: 0471332585

Page 39: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Suggested ReadingSuggested Reading

The Data Warehouse ToolkitThe Data Warehouse Toolkit by Ralph Kimball, by Ralph Kimball, (Feb 1996), John Wiley and Sons, ISBN 0471153370 (Feb 1996), John Wiley and Sons, ISBN 0471153370

The Data Warehouse Lifecycle ToolkitThe Data Warehouse Lifecycle Toolkit by Ralph by Ralph Kimball, Laura Reeves, Margy Ross, Warren Kimball, Laura Reeves, Margy Ross, Warren Thornwaite, (Aug 1998), John Wiley and Sons, Thornwaite, (Aug 1998), John Wiley and Sons, ISBN 0471255475 ISBN 0471255475

Data Warehouse Design SolutionsData Warehouse Design Solutions by Christopher by Christopher Adamson, Michael Venerable, ( Jul 1999) John Adamson, Michael Venerable, ( Jul 1999) John Wiley and Sons; ISBN: 047125195XWiley and Sons; ISBN: 047125195X

The Data Webhouse ToolkitThe Data Webhouse Toolkit by Ralph Kimball, by Ralph Kimball, (Jan 2000), John Wiley and Sons, ISBN 0471376809(Jan 2000), John Wiley and Sons, ISBN 0471376809

Page 40: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

Session CreditsSession Credits

Author: Michael L. FlakusAuthor: Michael L. Flakus Producer/Editor: Mike McWilliamsProducer/Editor: Mike McWilliams Thanks to Our Microsoft Technical Thanks to Our Microsoft Technical

Field personnel who reviewed this Field personnel who reviewed this session:session: Joel BubeckJoel Bubeck Mark SteelMark Steel

Page 41: TNQ400-13. How To Use Office 2000 Features In Data Warehousing Michael L. Flakus Senior Consultant BEST Consulting

TNQ400-13TNQ400-13