Business Intelligence Overview J.G. Zheng Fall 2014 IT 4713/6713 BI
Business Intelligence Overview (updated in Aug 2014)
Jan 27, 2015
An introduction of business intelligence in the first class of IT 4713 and IT 6713. Syllabus attached.
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Transcript
Business Intelligence Overview
JG Zheng
Fall 2014
IT 47136713 BI
jack
Typewritten Text
httpjackzhengnetteachingit6713
jack
Typewritten Text
jack
Typewritten Text
Overview
What is business intelligence (BI)
BI process system components technologies and applications
BI industry market and career
2
Introduction
Transactional Processing
bull Focus on routine processing data insertion modification deletion and transmission
Analytical Processing
bull Focus on reporting analysis transformation and decision support
3
Types of Information Processing
DIKWData raw value elements or facts
Information the result of collecting and organizing data that provides context and meaning
Knowledge the concept of understanding information that provides insight to information thus useful and actionable
httpenwikipediaorgwikiDIKW_Pyramid
4
Transaction Processing
Analytical Processing
Business Intelligence is a set of methods processes architectures applications and technologies that gather and transform raw data into meaningful and useful information used to enable more effective strategic tactical and operational insights and decision-making (for business operations and growth)
5
What is Business Intelligence
Adapted from Forrester ReportldquoTopic Overview Business Intelligencerdquo 2008
Additional Notes about BIBI is the an umbrella term for a set of methods processes applications and technologies used to gather provide access to and analyze data and
information support decision making
Narrowly speaking intelligence comes from data (facts) In this sense BI focuses on analytical processing
Broadly speaking intelligence or knowledge also comes from human experience and tacit knowledge In this sense BI is also related to knowledge management
(either BI under KM or vice versa) httpcapstonegeoffreyandersonnetexport19trunkproposalresearchKnowledge_managementpdf
6
DataTypes of data Structured vs unstructured Numeric vs textual Internal vs external data Transactional systems vs paper based data
Common data problems Donrsquot have that data
The collection of data may need additional process and is costly
Information overloading too much data and information difficulty of data organization for effective access and retrieval difficult to find useful information (knowledge) from them
Data everywhere Data in separate systems and different sources Problem of spreadmart httpenwikipediaorgwikiSpreadmart
Difficulty of access We may have that data but we cannot access it
7
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Overview
What is business intelligence (BI)
BI process system components technologies and applications
BI industry market and career
2
Introduction
Transactional Processing
bull Focus on routine processing data insertion modification deletion and transmission
Analytical Processing
bull Focus on reporting analysis transformation and decision support
3
Types of Information Processing
DIKWData raw value elements or facts
Information the result of collecting and organizing data that provides context and meaning
Knowledge the concept of understanding information that provides insight to information thus useful and actionable
httpenwikipediaorgwikiDIKW_Pyramid
4
Transaction Processing
Analytical Processing
Business Intelligence is a set of methods processes architectures applications and technologies that gather and transform raw data into meaningful and useful information used to enable more effective strategic tactical and operational insights and decision-making (for business operations and growth)
5
What is Business Intelligence
Adapted from Forrester ReportldquoTopic Overview Business Intelligencerdquo 2008
Additional Notes about BIBI is the an umbrella term for a set of methods processes applications and technologies used to gather provide access to and analyze data and
information support decision making
Narrowly speaking intelligence comes from data (facts) In this sense BI focuses on analytical processing
Broadly speaking intelligence or knowledge also comes from human experience and tacit knowledge In this sense BI is also related to knowledge management
(either BI under KM or vice versa) httpcapstonegeoffreyandersonnetexport19trunkproposalresearchKnowledge_managementpdf
6
DataTypes of data Structured vs unstructured Numeric vs textual Internal vs external data Transactional systems vs paper based data
Common data problems Donrsquot have that data
The collection of data may need additional process and is costly
Information overloading too much data and information difficulty of data organization for effective access and retrieval difficult to find useful information (knowledge) from them
Data everywhere Data in separate systems and different sources Problem of spreadmart httpenwikipediaorgwikiSpreadmart
Difficulty of access We may have that data but we cannot access it
7
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Introduction
Transactional Processing
bull Focus on routine processing data insertion modification deletion and transmission
Analytical Processing
bull Focus on reporting analysis transformation and decision support
3
Types of Information Processing
DIKWData raw value elements or facts
Information the result of collecting and organizing data that provides context and meaning
Knowledge the concept of understanding information that provides insight to information thus useful and actionable
httpenwikipediaorgwikiDIKW_Pyramid
4
Transaction Processing
Analytical Processing
Business Intelligence is a set of methods processes architectures applications and technologies that gather and transform raw data into meaningful and useful information used to enable more effective strategic tactical and operational insights and decision-making (for business operations and growth)
5
What is Business Intelligence
Adapted from Forrester ReportldquoTopic Overview Business Intelligencerdquo 2008
Additional Notes about BIBI is the an umbrella term for a set of methods processes applications and technologies used to gather provide access to and analyze data and
information support decision making
Narrowly speaking intelligence comes from data (facts) In this sense BI focuses on analytical processing
Broadly speaking intelligence or knowledge also comes from human experience and tacit knowledge In this sense BI is also related to knowledge management
(either BI under KM or vice versa) httpcapstonegeoffreyandersonnetexport19trunkproposalresearchKnowledge_managementpdf
6
DataTypes of data Structured vs unstructured Numeric vs textual Internal vs external data Transactional systems vs paper based data
Common data problems Donrsquot have that data
The collection of data may need additional process and is costly
Information overloading too much data and information difficulty of data organization for effective access and retrieval difficult to find useful information (knowledge) from them
Data everywhere Data in separate systems and different sources Problem of spreadmart httpenwikipediaorgwikiSpreadmart
Difficulty of access We may have that data but we cannot access it
7
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
DIKWData raw value elements or facts
Information the result of collecting and organizing data that provides context and meaning
Knowledge the concept of understanding information that provides insight to information thus useful and actionable
httpenwikipediaorgwikiDIKW_Pyramid
4
Transaction Processing
Analytical Processing
Business Intelligence is a set of methods processes architectures applications and technologies that gather and transform raw data into meaningful and useful information used to enable more effective strategic tactical and operational insights and decision-making (for business operations and growth)
5
What is Business Intelligence
Adapted from Forrester ReportldquoTopic Overview Business Intelligencerdquo 2008
Additional Notes about BIBI is the an umbrella term for a set of methods processes applications and technologies used to gather provide access to and analyze data and
information support decision making
Narrowly speaking intelligence comes from data (facts) In this sense BI focuses on analytical processing
Broadly speaking intelligence or knowledge also comes from human experience and tacit knowledge In this sense BI is also related to knowledge management
(either BI under KM or vice versa) httpcapstonegeoffreyandersonnetexport19trunkproposalresearchKnowledge_managementpdf
6
DataTypes of data Structured vs unstructured Numeric vs textual Internal vs external data Transactional systems vs paper based data
Common data problems Donrsquot have that data
The collection of data may need additional process and is costly
Information overloading too much data and information difficulty of data organization for effective access and retrieval difficult to find useful information (knowledge) from them
Data everywhere Data in separate systems and different sources Problem of spreadmart httpenwikipediaorgwikiSpreadmart
Difficulty of access We may have that data but we cannot access it
7
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Business Intelligence is a set of methods processes architectures applications and technologies that gather and transform raw data into meaningful and useful information used to enable more effective strategic tactical and operational insights and decision-making (for business operations and growth)
5
What is Business Intelligence
Adapted from Forrester ReportldquoTopic Overview Business Intelligencerdquo 2008
Additional Notes about BIBI is the an umbrella term for a set of methods processes applications and technologies used to gather provide access to and analyze data and
information support decision making
Narrowly speaking intelligence comes from data (facts) In this sense BI focuses on analytical processing
Broadly speaking intelligence or knowledge also comes from human experience and tacit knowledge In this sense BI is also related to knowledge management
(either BI under KM or vice versa) httpcapstonegeoffreyandersonnetexport19trunkproposalresearchKnowledge_managementpdf
6
DataTypes of data Structured vs unstructured Numeric vs textual Internal vs external data Transactional systems vs paper based data
Common data problems Donrsquot have that data
The collection of data may need additional process and is costly
Information overloading too much data and information difficulty of data organization for effective access and retrieval difficult to find useful information (knowledge) from them
Data everywhere Data in separate systems and different sources Problem of spreadmart httpenwikipediaorgwikiSpreadmart
Difficulty of access We may have that data but we cannot access it
7
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Additional Notes about BIBI is the an umbrella term for a set of methods processes applications and technologies used to gather provide access to and analyze data and
information support decision making
Narrowly speaking intelligence comes from data (facts) In this sense BI focuses on analytical processing
Broadly speaking intelligence or knowledge also comes from human experience and tacit knowledge In this sense BI is also related to knowledge management
(either BI under KM or vice versa) httpcapstonegeoffreyandersonnetexport19trunkproposalresearchKnowledge_managementpdf
6
DataTypes of data Structured vs unstructured Numeric vs textual Internal vs external data Transactional systems vs paper based data
Common data problems Donrsquot have that data
The collection of data may need additional process and is costly
Information overloading too much data and information difficulty of data organization for effective access and retrieval difficult to find useful information (knowledge) from them
Data everywhere Data in separate systems and different sources Problem of spreadmart httpenwikipediaorgwikiSpreadmart
Difficulty of access We may have that data but we cannot access it
7
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
DataTypes of data Structured vs unstructured Numeric vs textual Internal vs external data Transactional systems vs paper based data
Common data problems Donrsquot have that data
The collection of data may need additional process and is costly
Information overloading too much data and information difficulty of data organization for effective access and retrieval difficult to find useful information (knowledge) from them
Data everywhere Data in separate systems and different sources Problem of spreadmart httpenwikipediaorgwikiSpreadmart
Difficulty of access We may have that data but we cannot access it
7
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Decision MakingDecisions can be made based on Facts or data Intuition perception sense Group negotiation
Traditionally BI has been also understood as Decision Support System (DSS) ndash known as data driven DSS A brief history of DSS
httpdssresourcescomhistorydsshistoryhtml
Problem A gap between data and knowledge (useful information
leading to a decision) Need good analytical processing and models
8
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Evolution of BIThe search for the perfect ldquobusiness insight systemrdquo 1980s
Executive information systems (EIS) Decision support systems (DSS)
1990s Data warehousing (DW) Business intelligence (BI)
2000s Dashboards and scorecards Performance management
2010+ Big data Mobile BI Personal BI hellip
ldquoWith each new iteration capabilities increased as enterprises grew ever-more sophisticated in their computational and analytical needs and as computer hardware and software maturedrdquo Solomon Negash (2004) Business Intelligence CAIS (13)
9
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI Capabilities
10Figure from Business Intelligence Rajiv Sabherwal Irma Becerra-Fernandez John Wiley amp Sons 2011 httpbooksgooglecombooksid=T-JvPdEcm0oC
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI A General Process
11
Data -gt information The process of determining what data is to be collected and managed and in what context
Information -gt knowledge The process involves analytical components such as OLAP data quality data profiling business rule analysis and data mining
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI System
A BI system is a computer information system that implements and realizes all of its capabilities
BI System Values
Provide an integrated data (analytical) processing platform
Enable easy access of data and information at all levels (raw data analysis results metrics etc)
Streamline a controlled and managed process of data driven decision making
12
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
bull Querybull OLAPbull Business analyticsbull Data miningbull Visual analytics
BI System at a Glance
bull Reportsbull Information visualizationbull Dashboardbull Scorecardsbull Strategy map
bull Performance managementbull Benchmarkingbull Market researchbull CRMbull Strategic managementbull Web site analytics
bull Operational databull Data warehousebull Data modelingbull Data governancebull Data integrationbull Information manage
Data Gathering and Management
Analytical Processing
Presentation
Applications
13
bull Websitebull Reporting serverbull Application serverbull BI serverbull Portalbull Excel services
Management and Delivery
Users with applications (browser desktop app mobile app email etc) and devices (computer tablet phone print-outs etc)
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Data ManagementA special database system called data warehouse or data mart is often used to store enterprise data The purpose of a data warehouse is to organize lots of
stable data for ease of analysis and retrieval
Traditional (operational) databases facilitate data management and transaction processing They have two limitations for data analysis and decision support Performance
They are transaction oriented (data insert update move etc) Not optimized for complex data analysis Usually do not hold historical data
Heterogeneity Individual databases usually manage data in very different ways
even in the same organization (not to mention external data sources which may be dramatically different)
14
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Data Gathering and IntegrationEnterprise level data are coming from multiple different sources but need to be combined and associated Operational databases Spreadsheets Text CSV PDF Paper
The need to bring together different datainformation Autonomous Distributed Different
General processing - ETL Extraction accessing and extracting the data from the source systems
including database flat files spreadsheets etc Transformation data cleanse change the extracted data to a format
and structure that conform to the destination data Loading load the data to the destination database and check for data
integrity
15
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Levels of Analytical Processing
16httpswwwyoutubecomwatchv=oNNk9-tmsZY
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Levels of Analytical Processing
17
Should we invest more
on our e-business
(fuzzy question need
high level analysis for
decision making)
How do advertising
activities affect sales of
different products bought
by different type of
customers in different
regions (synthesizing)
What is the reason for a
decrease of total sales
this year (reasoning)
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Analysis ToolsOperational reporting Structured and fixed format reports Based on simple and direct queries Usually involves simple descriptive analysis and transformation of data such as
calculating sorting filtering grouping and formatting
Ad hoc query and reporting
OLAP (Online Analytical Processing) A multi-dimensional analysis and reporting application for aggregated data Great for discovering details from large quantities of data
Business analytics Business analytics (BA) is the practice of iterative methodical exploration of an
organizationrsquos data with emphasis on statistical analysis
Data mining Data mining techniques are a blend of statistics and mathematics and artificial
intelligence and machine-learning
18
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
OLAPMulti-dimensional queries A dimension is a particular way (or an attribute) of describing
and categorizing data Such queries are usually arithmetic aggregation operations (sum
average etc) on records grouped by multiple dimensions (attributes) at different aggregation levels
OLAP is a functionoperation that is optimized to answer queries that are multi-dimensional in nature
Example analysis What is the total sales amount grouped by product line
(dimension 1) location (dimension 2) time (dimension 3) and hellip (other dimensions)
Which segment of business provides the most revenue growth
19
Descriptive and operational report
More open and exploratory analysis
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
OLAP vs Transactional Report
20
A pivot table or crosstab is usually used for OLAP result view (aggregated data)
This is the transactional data report with line by line data
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Data Mining
Data mining (or knowledge discovery in database KDD) Processes and techniques for seeking knowledge
(relationship trends patterns etc) from a large amount of data
Non-trivial non-obvious and implicit knowledge Extremely large datasets
Data mining applications use sophisticated statistical and mathematical techniques to find patterns and relationships among data Classification clustering association estimation
prediction trending pattern etc
21
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
PresentationReports Presenting data and results with limited interactivity Based on simple and direct queries usually involves simple analysis and
transformation of data (sorting calculating filtering filtering grouping formatting etc)
Visualization An essential way for human understanding and sense making In the forms of table charts diagrams Visualization can also be part of the analysis process (visual analytics)
Dashboard Digital dashboard is a visual and interactive presentation of data to
make it easy to read and understand in a short time Why
Quickly understand data and respond quickly Ability to identify trends Save time over running multiple reports Gain total visibility of all systems instantly at one place
22
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Reporting and Delivery
BI reporting is about managing and delivering analysis results to users
23
Live examplehttpsdiscoverergsuedu
Live examplehttpswwwitdashboardgov
Figure from Database Processing13th Edition by David Kroenke and David Auer
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI Applications
Business management Performance management
Strategy management
Benchmarking
Marketing and sales CRM
Customer behavior analysis
Targeted marketing and sales strategies
Customer profiling
Collaborative filtering
Financial management
Project management
Logistics Supplier and vendor
management
Shipping and inventory control
Web site management Web analytics
Security management
Healthcare management
Traffic management
Education Learning analytics
Institutional effectiveness
24
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI Users
25httpwwwbileadercomDashboardshtml
Technical vs business users
Superpower users vs
average users
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI Tools and System Framework
26httpwwwb-eye-networkcomblogseckersonarchives201303a_guide_for_biphp
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI Market
Company2013
Revenue2013 Market
Share ()2012
Revenue2012-2013
Growth ()SAP 30570 213 29020 53Oracle 19940 139 19520 21IBM 18200 127 17350 49SAS Institute 16960 118 16000 60Microsoft 13790 96 11900 159Others 44220 308 39320 125Total 143680 1000 133110 79
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Gartner Magic Quadrant
The big four mega-vendors
28httpwwwtableausoftwarecomreportsgartner-quadrant-2014
IBM Cognos
Microsoft SQL Server
Oracle OBIEE (purchased Hyperion)
SAP Business Objects
SAS SAS
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
BI Careers
Typical BI positions BI solution architects and integration specialists Business and BI analysts BI application developers and testers Data warehouse specialists Database analysts developers and testers Database support specialists
BI jobs on Dicecom httpseekerdicecomjobsearchservletJobSearcho
p=300ampLOCATION_OPTION=2ampRADIUS=804672ampCOUNTRY=1525ampDAYSBACK=14ampNUM_PER_PAGE=30ampN=1525+1811ampNUM_PER_PAGE=30ampFREE_TEXT=22business+intelligence22
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
What are Employers Looking For
30Data from BI Congress III Survey 2013
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Critical Knowledge and SkillsTechnical knowledge Knowledge of database systems and data warehousing technologies Ability to manage database system integration implementation and testing Ability to manage relational databases and create complex reports Knowledge and ability to implement data and information policies security
requirements and state and federal regulations
Solution development and management Working with business and user requirements Capturing and documenting the business requirements for BI solution Translating business requirements into technical requirements BI project lifecycle and management
Business and Customer Skills and Knowledge Effective communication and consultation with business users Understanding of the flow of information throughout the organization Ability to effectively communicate with and get support from technology and business
specialists Ability to understand the use of data and information in each organizational units Ability to train business users in information management and interpretation
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Sample Role Business Intelligence Specialist
Technical skill requirements
Maintain or update business intelligence tools databases dashboards systems or methods
Provide technical support for existing reports dashboards or other tools
Create business intelligence tools or systems including design of related databases spreadsheets or outputs
32
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Sample Role Business Intelligence Developer
Business Intelligence Developer is responsible for designing and developing Business Intelligence solutions for the enterprise
Key functions include designing developing testing debugging and documenting extract transform load (ETL) data processes and data analysis reporting for enterprise-wide data warehouse implementations
Responsibilities include working closely with business and technical teams to understand document design and code ETL
processes working closely with business teams to understand document and design and code data analysis
and reporting needs translating source mapping documents and reporting requirements into dimensional data models designing developing testing optimizing and deploying server integration packages and stored
procedures to perform all ETL related functions develop data cubes reports data extracts dashboards or scorecards based on business
requirements
The Business Intelligence Report Developer is responsible for developing deploying and supporting reports report applications data warehouses and business intelligence systems
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Sample Role Business Intelligence Analyst
Technical skill requirements Works with business users to obtain data requirements for new
analytic applications design conceptual and logical models for the data warehouse andor data mart
Develops processes for capturing and maintaining metadata from all data warehousing components
Business skills requirements Generate standard or custom reports summarizing business
financial or economic data for review by executives managers clients and other stakeholders
Analyze competitive market strategies through analysis of related product market or share trends
Collect business intelligence data from available industry reports public information field reports or purchased sources
Maintain library of model documents templates or other reusable knowledge assets
34
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Recent SPSU IT Graduates in BI
httpwwwlinkedincompubkaren-p-purcell9678843
httpwwwlinkedincompubtyler-clark3b2a8398
httpwwwlinkedincompubruss-horton643ba462
httpswwwlinkedincominyattidesai
httpwwwlinkedincompubamir-shahrokhi11a761b6
httpwwwlinkedincomintanvirspsu
35
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Where to Take BI Courses
36
Data from BI Congress III Survey 2013
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Good BI ResourcesGeneral overview BI introduction video by Jared Hillam (Intricity) httpwwwyoutubecomwatchv=LFnewuBsYiY History of BI (casual video with good visuals) httpwwwyoutubecomwatchv=_1y5jBESLPE Wikipedia httpenwikipediaorgwikiBusiness_intelligence httpswwwyoutubecomwatchv=LhZX0MAYKp8
Organizations The Data Warehousing Institute httptdwiorg
BI specific web sites ACM techpack httptechpackacmorgbi Dataversity httpwwwdataversitynet Business intelligence resources httpwwwbusinessintelligencecom DSS Resources httpdssresourcescom Data warehouse world httpwwwdwhworldcom httpbusinessintelligencecom
Industry expert Howard Dresner httpdresnerblogcom
Vendor resources httpsapbiblogcom httpwwwmicrosoftcomen-usserver-cloudsolutionsbusiness-intelligence httpwww-03ibmcomsoftwareproductsencategorybusiness-intelligence httpwwworaclecomussolutionsbusiness-analyticsbusiness-intelligenceoverviewindexhtml
37
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
1
Course Syllabus IT 6713 Business Intelligence Southern Polytechnic State University
Jack Zheng Fall 2014 Last updated Aug 10 2014
Note
This syllabus provides a general guideline for the conduct of this course However deviations may be necessary and will be notified during the semester
Course Description
This course introduces the concepts practices technologies and systems of business intelligence which supports enterprise level data management analysis reporting and decision making
Business intelligence systems have been widely adopted and implemented in todayrsquos enterprise environments due to growing amount of data and increasing need for data analytical processing The IT6733 course focuses more on traditional transactional database administration but misses some parts of data modeling analysis visualization and reporting This course is aimed to complement that by focusing analytical processing technologies and applications
Learning outcomes
Discuss major technologies and components of business intelligence systems
Process and analyze data using the multidimensional model and OLAP tools
Design proper visualizations and dashboards to present data
Apply BI systems and practices in performance management
Survey BI industry and latest BI trends
Course features
Survey the full spectrum of business intelligence technologies and systems
Hands-on experience with Microsoft SQL Server and other BI tools
Real world hands-on BI project
Prerequisites
IT 6733 (advanced database) you should have experience of using SQL Server and Excel
Class meet time and location
This is a hybrid course meeting in J-251 once a week 730PM ndash 845PM Thursdays
Instructor
Dr Jack G Zheng Assistant Professor IT Department
Office J-393A Phone 678-915-5036 Email jackzhengspsuedu
Office hours In office (J-393A) R 1000AM - 600PM
Teaching style and belief
Generally I follow the principles of active learning which emphasizes on learnersrsquo active participation and exploration Please get more details here
httpjackzhengnetteachingteaching-beliefaspx
httpjackzhengnetteachingstudent-commentsaspx
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
2
Email Policy
1 Email is a great way of communication if you write the email subject like this IT6713 ndash [put your real subject here]
2 Per FERPA regulation please use your university email to communicate with instructors This can verify you identity and protect privacy I reserve the right not to reply any email that I cannot verify senders identity
Emails without proper subject line or unverified sender address are likely to be categorized as spam and are NOT guaranteed to be replied
Course Conduct
Learning Modules
The following table shows an overview of the course content There are 11 content modules in this course ndash one for each week Other weeks will be dedicated to the group project work The time to complete each module varies Generally modules are designed on an average of 8 to 12 hours to complete (for most of the people who have met the prerequisites) depending on individual background and prior experiences
The more detailed and most updated schedule will be posted in D2L
Learning Module Module TopicsActivities
1 Introduction BI overview system technology industry career etc
2 Data Model Dimensional model basics
3 Data Management Data warehouse data mart SQL Server
4 Data Acquisition Data integration ETL SSIS Power Query
5 OLAP OLAP server cube design SSAS PowerPivot
6 OLAP clients BI delivery MDX SSRS Excel Pivot
7 Data Analysis Multidimensional query and analysis using Excel
8 Data Visualization Visualization basics and tools ExcelTableau
9 Dashboard Dashboard design Tableau
10 Performance Management BI use in performance management
11 BI Industry and Trends Market industry products open source career etc
Module Content and Guide
Each module provides a study guide which details learning objectives readings and tasks Itrsquos critical to follow these study guides
Each module may contain
Overview
Readings
Hands-on exercises
Review questions and discussion
Quiz
Grading
Item Points Total Points Grade
Quizzes 30 =gt90 A
Individual Assignments (4) 40 =gt80 B
Project 30 =gt70 C
=gt60 D
Total 100 lt60 F
More details about each item will be provided later in separate documents
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
3
Course Materials and Resources
Course websites
GeorgiaVIEW D2L httpsspsuviewusgedu
Itrsquos important to know how to use this learning management system for following learning modules submitting assignments checking grades and feedback downloading files participating discussion boards etc
Please check GeorgiaVIEW discussion boards regularly for important announcements and other issues
Textbook
Required textbook none
Recommended reference books o The Data Warehouse Toolkit - httpwwwamazoncomdp1118530802 o The Kimball Group Reader - httpwwwamazoncomgpproduct0470563109 o Pro SQL Server 2012 BI Solutions - httpwwwamazoncomdp1430234881 o Business Intelligence - httpwwwamazoncomdp0470461705
Required softwarehardware
Windows OS SQL Server 2012 (downloadable from DreamSpark) Excel 2010 or 2013 Tableau
Other software software that can open PDF files and ZIP files
Other readings and resources
Other readings and resources will be suggested and posted for each week (module) Check GAView regularly
General Policies
Participation and attendance
For online sections please read the ldquoOnline Class Guiderdquo a separate supplemental document detailing online course conducts and participation policies For a hybrid class a part of the learning is also expected to be conducted online
Class participation grade (if available) is based on in-class participation as well as online participation
Class attendance is expected and anticipated Some of the discussions and exercises are done and graded in-class so you must attend class to receive these points All in-class activities are important to your learning and the tests Itrsquos difficult for you to make up the experience of a class There will be no make-up if you missed in-class activities without prior and proper written notifications
Your activities in the GeorgiaVIEW discussion boards reflect your online participation and somewhat complement in-class participation
Student work submission
All assignments will be posted in GeorgiaVIEW Submission instructions will be given for each individual assignment Not following these submission instructions will result in point deduction Check GeorgiaVIEW for the due date of each required submission Late submission is generally allowed but with up to 20 penalty Generally no submission is allowed outside the GeorgiaVIEW system unless explicitly instructed to do so Be sure to submit the work well ahead of due time Excuses like website or computer error will not be accepted after the due date
Grades and re-grading
Grades will be posted in GeorgiaVIEW generally within a week from the due date If you think there is an error make a re-grading request by e-mail within one (1) week of grade posting Please make a follow-up appointment (via e-mail) to meet the instructor during office hours for review of the results of any reassessment A request for reassessment will not be granted if more than two weeks have passed since the grade in question was posted Check your grades in GeorgiaVIEW regularly
Bonus points
There may be a maximum of 5 bonus points to your overall grade Bonus points are offered with assignments and exams Details will be given in each assignmentexam
Related Documents
