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Andre Chapman 0825614007 Andre.azconsulting@gmail Emil Swanepoel 0824976222

Andre Chapman 0825614007 Andre.azconsulting@gmail.com Emil Swanepoel 0824976222 emil.swanepoel@live.co.za. Agenda. Tuesday 05 March 2012 18h00 Attendance 18h30 Welcome & Introduction 18h35 Presentation by Emil Swanepoel “Dashboards, from data to business tool.”

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Andre Chapman 0825614007 Andre.azconsulting@gmail Emil Swanepoel 0824976222

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  1. Andre Chapman 0825614007 Andre.azconsulting@gmail.com Emil Swanepoel 0824976222 emil.swanepoel@live.co.za

  2. Agenda • Tuesday 05 March 2012 • 18h00 Attendance • 18h30 Welcome & Introduction • 18h35 Presentation by Emil Swanepoel “Dashboards, from data to business tool.” • 18h55 Brief Introductions • 19h00 Round Table Discussion • 19h40 Close meeting • 19h45 Snacks and networking

  3. Welcome & Introduction • Welcome! • What is SharePoint User Group Durban? • Who are the organisers? • Emil Swanepoel emil.swanepoel@live.co.za • Andre Chapman andre.azconsulting@gmail.com • Where did it all begin? • www.informationworker.co.za

  4. Agenda • Tuesday 05 March 2012 • 18h00 Attendance • 18h30 Welcome & Introduction • 18h35 Presentation by Emil Swanepoel “Dashboards, from data to business tool.” • 18h55 Brief Introductions • 19h00 Round Table Discussion • 19h40 Close meeting • 19h45 Snacks and networking

  5. Dashboards, from data to business tool.by Emil Swanepoel

  6. Dashboards, from data to business tool.by Emil Swanepoel Establish your requirements. Create a SQL SSIS ETL. Create a SQL SSAS cube. Create a Dashboard Designer Dashboard. Publish the dashboard into SharePoint. Educate your business users how to use it.

  7. Establish your requirements.

  8. Dashboards, from data to business tool. by Emil Swanepoel Kimball method vs. Inmon method As you know a data warehouse is a platform for business intelligence.There are two approaches to build a data warehouse:1. Kimball approachIn this approach, you store the data in dimensional models, it helps you to have faster, user-understandable, and resilient to change data warehouse. Also, you can use OLTP or OLAP databases as your storage.2. Inmon approachIn this approach, you store the data in third normal form, it helps us to handle high-volume databases, yet it is not fast, user-understandable, and resilient to change. Moreover you can not use an OLAP database as your ODS storage. Taken from http://bisolutions.blogspot.com/2007/08/kimball-method-vs-inmon-method.html

  9. Dashboards, from data to business tool. by Emil Swanepoel Kimball method vs. Inmonmethod Kimball Group http://www.kimballgroup.com The Microsoft Data Warehouse Toolkit - ISBN 9780470640388 Inmon http://inmoninstitute.com http://www.inmoncif.com Tapping into Unstructured Data -ISBN 978-0132360296

  10. Dashboards, from data to business tool. by Emil Swanepoel Establish you requirements. • Communicate. • What exactly does the user want? • Communicate. • Create a basic template of requirements. • Communicate. • Confirm, confirm, confirm. • Communicate. • Keep a progress log. • Communicate.

  11. Dashboards, from data to business tool. by Emil Swanepoel • Create a Facts and Dimensions spread sheet to simplify the whole design process

  12. Establish your requirements. Create a SQL SSIS ETL.

  13. Dashboards, from data to business tool. by Emil Swanepoel Create a SQL SSIS ETL. • Part A, set the stage: • Create a Visual Studio solution and include: • SSIS Project in an SSIS folder • SSAS Project in an SSAS folder • SSRS Project in an SSRS folder • Keep a consistent naming standard

  14. Dashboards, from data to business tool. by Emil Swanepoel Create a SQL SSIS ETL. • Part B, create an SSIS project: • Date Dimension • Time Dimension • Fact Tables

  15. Dashboards, from data to business tool. by Emil Swanepoel Create a SQL SSIS ETL. • Warehouse tables

  16. Establish your requirements. Create a SQL SSIS ETL. Create a SQL SSAS cube.

  17. Dashboards, from data to business tool. by Emil Swanepoel Create a SQL SSAS cube. • Sorting Dimensions. • Named Calculations. • Named Sets. • Think about the “big picture” and long term. • Putting it all together.

  18. Establish your requirements. Create a SQL SSIS ETL. Create a SQL SSAS cube. Create a Dashboard Designer Dashboard.

  19. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • Start with the data source

  20. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • HUGE TIP: Link your time dimension first before you create any KPI

  21. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • Your first KPI • Scoring Patterns • Data vs MDX

  22. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • Your first Scorecard • KPI’s, Dimensions, Aggregations, Indicators and Options

  23. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • Scorecard View Options (left) • Scorecard Toolbar Options (right)

  24. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • Create your first dashboard

  25. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • Filters are the key, so choose carefully.

  26. Dashboards, from data to business tool. by Emil Swanepoel Create a Dashboard Designer Dashboard. • Linking: • Filters & scorecards • Filters & reports • KPIs & reports • Hidden reports • Hidden Scorecards • KPI’s and URLs

  27. Establish your requirements. Create a SQL SSIS ETL. Create a SQL SSAS cube. Create a Dashboard Designer Dashboard. Publish the dashboard into SharePoint.

  28. Dashboards, from data to business tool. by Emil Swanepoel Publish the Dashboard into SharePoint. • Choose a Dashboard.

  29. Establish your requirements. Create a SQL SSIS ETL. Create a SQL SSAS cube. Create a Dashboard Designer Dashboard. Publish the dashboard into SharePoint. Educate your business users how to use it.

  30. Dashboards, from data to business tool. by Emil Swanepoel Educate your business users how to use it. • Navigating a dashboard: • Titles, drop downs, pages, filters, KPI’s and URL’s 3 4 1 2 5

  31. Dashboards, from data to business tool. by Emil Swanepoel Educate your business users how to use it. • Expanding your data • Exporting your data

  32. Dashboards, from data to business tool. by Emil Swanepoel Educate your business users how to use it. • Changing your graphs

  33. Brief Introductions What is your name? Which company do you work for? If you were a super hero what would your super power be? If you could have dinner with anyone in history, who would it be?

  34. www.californiagrazing.com You have been asked to create and implement a SharePoint system with Business Intelligence and Reporting. The company has had shared drives since Unix and are slow to change. What things would you do to implement and help users to adopt your newer version and system in the company.

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