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Business Intelligence: Drill your Data for better business knowledge and decision making

Business Intelligence: Drill your Data for better business knowledge and decision making. Would your employees make better decisions if they had better Business Intelligence Tools?. Drilling down in your data base to create Business Intelligence Reporting Tools. Reporting Step by Step:.

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Business Intelligence: Drill your Data for better business knowledge and decision making

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  1. Business Intelligence: Drill your Data for better business knowledge and decision making

  2. Would your employees make better decisions if they had better Business Intelligence Tools?

  3. Drilling down in your data base to create Business Intelligence Reporting Tools Reporting Step by Step: There is no magic involved! Identify Data Source Cleanup Data Extract Data Merge Data Sometimes Called a Dashboard Process Data Present Data

  4. Reporting Software • Fast • Needs teeth • Flexible • Specialized

  5. Successful Reporting Software • Small • Intelligent • Flexible • Adaptive Successful

  6. Before Creating a Reporting Tool Every report has to lead to a decision (Of course, a decision can be: Everything is fine, no reason to act.) If you need the report every day: • Automate and become efficient If you need the report every half a year: • Do it by hand The objective is accomplished when the business objective is accomplished

  7. Transparency already brings Improvement Just to show and make it public: • How much old stuff is in the warehouse • How many customers have special deals • ……. Helps to take action to improve the situation

  8. Excel is a Very Powerful Reporting Tool • Why consider Excel to drive your Dashboard: • Everybody has it • Everybody knows how to use it • Has great graphics • Has automation (VBA) • Can access any data source • Other excel sheets • Any database (Oracle, MS SQL, Access, …) • Web pages • XML • Text, Word PowerPoint …. • As any tool, Excel has disadvantages • Single User System • Hard to manage centrally • Versions • ….

  9. Example Time Reporting for Billing at S&A Show Live Example This is a real example, but it is used only to show the standard steps of report creation. The steps are the same for Material Management, Sales Reporting, etc

  10. Step by Step: Identify Data Source(s) The data is in our Project Management System. Every developer logs hours for projects. “Data” can be in several systems, but that is not a problem.

  11. Step by Step: Cleanup Data My team is young: Sometimes • They are not reporting every hour • They report to the wrong project • There text is wrong

  12. Step by Step: Cleanup Data (2) • Incorrect or incomplete data yields wrong reports • Cleanup of data requires work and probably experience • A lot of effort in good reporting is required for this step • However, the quality of the data has only to be as good as the decision you want to take • For example it might be sufficient to deal only with the 20% of important products • Or to get the top 10 materials that block a warehouse • ….. (Very often, to be complete or perfect stands in the way of prudent decision making)

  13. Step by Step: Extract Data • Always extract data 1-1 • Excel can extract data from anywhere • Other reporting tools can do that as well • Machines are powerful enough nowadays to handle all your needs • No excuse not getting to the data

  14. Step by Step: Merge Data • Bring data together from different sources • Create Lookup Tables • Bring result into a new worksheet that forms the source for the report.

  15. Step by Step: Process Data Use Excel to process data Show Live Sample Highly subjective estimate of effort to develop reports

  16. Step by Step: Present Data Graphs can give fast way to evaluate data • A graph should always have: • Header • Description on axis • Parameters

  17. Step by Step: Present Data (2) • Cool is Cool (but not always useful)

  18. Step by Step: Summary Report Cycle • Identify Data Source • Cleanup Data • Extract Data • Merge Data • Process Data • Present Data Breaking Reports into steps makes every step easier. There is no reason, not to have the report you need. Reports serve a business need. Sometimes Called a Dashboard

  19. Effort for Report Creation

  20. More Examples S&A Monitoring System This is a web application to monitor the performance of our applications Show LiveSample A good selection of graphs can be found at: http://webchart.app.s5-tech.com/

  21. Example • Production Planning (Simple MRP)

  22. Example This is a Web Application Show Live Sample

  23. Example Pricing Report (find the margin of products)

  24. Examples Reports can be automated in Word to be sent to clients for regular updates

  25. Summary: Enhanced Business Knowledge will likely lead to better decision making Drill your Data - All Reports can be done View Report Tools as business projects not as IT projects. The objective is accomplished when the business objective is accomplished

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