SpagoBI - OW2 Consortiumobjectwebcon06.objectweb.org/xwiki/bin/download/Main/Detailed... · SpagoBI as BI platformSpagoBI as BI platform ... MySql, PostgreSQL, Oracle, DB2, SQLServer,

Licensed under Creative Commons Att. Nc Nd 2.5 license

SpagoBISpagoBI

Free software for a free analyseFree software for a free analyse

Evolutionary stepsEvolutionary steps


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


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


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


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


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


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.


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)


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



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 ?




�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?




�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


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


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


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


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, …�…


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�…


Architecture R1Architecture R1Architecture R1Architecture R1





�JBI (JSR 208)�JCR (JSR 170)

�JSR 168�SOA�JMX�JNDI

�…


OW projects OW projects OW projects OW projects synergiesynergiesynergiesynergie

�Active …�eXo Platform�JOnAS�Bonita�Shark�Octopus�Spago

�Interested on …�Celtix ESB�BSOA�Fractal�ProActive�…


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 ….

Documents

SpagoBI - OW2 Consortiumobjectwebcon06.objectweb.org/xwiki/bin/download/Main/Detailed... · SpagoBI as BI platformSpagoBI as BI platform ... MySql, PostgreSQL, Oracle, DB2, SQLServer,