tnq400-13. how to use office 2000 features in data warehousing michael l. flakus senior consultant...
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TNQ400-13TNQ400-13
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
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
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
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
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
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)
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
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)
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
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
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
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
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
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”
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”
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
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
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
OWC PivotTable OWC PivotTable And ChartAnd Chart
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
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
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
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)
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
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
Northwind OLTP SchemaNorthwind OLTP Schema
Northwind Star SchemaNorthwind Star Schema
OLAP Sales CubeOLAP Sales Cube
OLAP ProcessOLAP Process
Cube Cube BuildingBuilding
DesignDesign ExtractExtract TransformTransform LoadLoad ProcessProcess
Query Query ToolsTools
ClassicClassic Reports Reports
PivotTablePivotTable PivotChartPivotChart SecuritySecurityOLAPOLAP
ServerServer
OLTPOLTP
SourcesSources
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
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
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
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
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
Questions And AnswersQuestions And Answers
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
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
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
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
TNQ400-13TNQ400-13