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Business Intelligence Portfolio Yubaraj Khanal

Business Intelligence Portfolio

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Page 1: Business Intelligence Portfolio

Business Intelligence PortfolioYubaraj Khanal

Page 2: Business Intelligence Portfolio

Table Of Contents• Introduction

• Tools Used

• Project 1: All Works

• Project2: SetFocus Applicant Analysis

Page 3: Business Intelligence Portfolio

IntroductionThere are two projects done during the training period of Business Intelligence:Master Program at Setfocus.

1. Individual Project (AllWorks, a fictitious company)This project was done by splitting into four different parts of Business Intelligence: Source Data Review, Data Integration, Data Analysis and Reporting.

2. Final Group Project (SetFocus Applicant)This project was done in a group of 4 people.

Page 4: Business Intelligence Portfolio

Tools Used• Microsoft SQL Server 2005• Microsoft Visio (Office 2007)• Microsoft SQL Server Management

Studio• Microsoft SQL Server Integration

Service (SSIS)• Microsoft SQL Server Analysis Service

(SSAS)• Microsoft SQL Server Reporting Service

(SSRS)• Microsoft Performance Point Server

(PPS)• Microsoft SharePoint Server (MOSS)• Microsoft Excel (Offcie 2007)• Microsoft Visual Studio 2005• T-SQL• MDX

Page 5: Business Intelligence Portfolio

Project 1 : AllWorksThe first project was for a fictitious construction company called AllWorks. Project was designed 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. 1. Review Data Source2. Integrate external data sources into the SQL Server

database.3. Design and Create a SQL Server Analysis Service

Application4. Build reports using SQL Reporting Services,

Performance Point Server Dashboard Designer and Excel Services. Create a simple dashboard of document-generated data using Microsoft SharePoint.

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Phase I : Source Data ReviewSource Destination (AllWorksDBStudent

Database) Table Name(After PHASE 2)File Details

Employees.xlsEmployees Sheet Employee TableEmployeerates sheet EmployeeRates Table

ClientGeographies.xls

Clientlisting sheet Client TableSpecial grouping sheet ClientGroupings

Division Definition sheet Division Table

Special Groupings Sheet ClientGroupingXCliens Table

ProjectMaster.xls ProjectMaster Sheet Project(“Job”)Master Table

EmpTime####.csv Different files with .csv ext. EmployeeTimeSheet Table

Page 7: Business Intelligence Portfolio

Phase II: SQL Server Integration Service(SSIS)

Use SQL Server 2005 Integration Services to integrate these external data sources into the SQL Server database.

To integrate external sources of data into SQL server database, altogether (including mater package) 11 packages were created. Each data source was read by related component, data converted to the proper SQL supported type, check for validation and stored to the related tables in the database.

After preparation of all packages, the packages were building and deployed and installed on SQL Server Database. Using SQL Server Agent, master package was scheduled to run on everyday at midnight.

The details of Phase II is available in SQL Server Integration Service: Project Documentation.

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Phase II:SSIS Master Package

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Phase III: SQL Server Analysis Service (SSAS)

The basic requirement of this part of the project is to design and create a SSAS Application by using data source, data view, relationship, cube, partition, aggregation, calculations and KPIs. There is also a separate part of project as a MDX Workshop.

The details of Phase II is available in SQL Server Analysis Service: Project Documentation.

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Phase III: Data Source

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Phase III: Cube Layout (Fact and Dimensions)

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Phase III: KPI Design and Output Sample

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Phase IV: SSRS-PPS-SharePoint & Excel Services

• A PPS (Performance Point Server) Dashboard with 5 pages was created; the dashboard was deploy to the PPSDashboards Document Library underneath SharePoint Site Location. For this, four data sources are created , one for each of the four cubes (one for labor, one for overhead, one for materials, one for job summary)

• Two SSRS reports are created and schedule one for automatic generation. Deploy it to the SSRSReports Document Library underneath SharePoint Site Location .

• Another PPS dashboard with 3 spreadsheets was created from Excel Services; Deploy it to the PPSDashboards Document Library underneath SharePoint Site Location.The details of Phase III is available in SQL Server Reporting Service, Performance Point

Server, SharePoint Server & Excel Services : Project Documentation.

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Phase IV: Sample Report using Performance Point Server

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Phase IV: Sample Report using SQL Server Reporting Service (SSRS)

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Phase IV: Sample Report using Excel Service

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Project 2: SetFocus Applicants Analysis

IntroductionThis is the Final Group Project done during the Business Intelligence training period. This project was completed by a team of 4 peoples.

ObjectiveCurrently, SetFocus has approximately 180,000 contact records of people who have applied to the Masters Program over the past 10 years. These records are stored in a single table of SQL Server Database in non relational format. The main objective of this project is to develop a Business Intelligence Solution that delivers different types of reports to the end users.

Page 18: Business Intelligence Portfolio

Project 2: Steps• Design Staging Database• ETL Process – Data Sort and Clean-Up.• OLAP Process- CUBE Design• Reporting• SQL Server Reporting Service• Excel Service• Performance Point Server – Dashboard

Design• Microsoft SharePoint Server- Web Part

The details of Phase III is available in Final Project-SetFocus Applicant Analysis: Project Documentation.

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Staging Database Design: Using VISIO

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Fact Table Package: Using SSIS

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OLAP CUBE- SSAS

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Report Sample