Delivering KPIs with Analysis Services NZ BI User Group | Auckland | 26 March, 2013
Delivering KPIs with Analysis Services
NZ BI User Group | Auckland | 26 March, 2013
Presenter Introduction
Peter MyersPeter MyersPeter MyersPeter Myers
BI Expert – Bitwise Solutions
BBus, SQL Server MCSE, MCT, SQL Server MVP
Experienced in designing, developing and maintaining Microsoft database and application solutions, since 1997
Focused on education and mentoring
Based in Melbourne, Australia
http://www.linkedin.com/in/peterjsmyers
Presentation Outline
Defining KPIs
KPI Data Requirements
Introducing Analysis Services
Defining Analysis Services KPIs
Delivering Analysis Services KPIs
� Excel and Excel Services
� Power View
� Reporting Services
� PerformancePoint Services
Defining KPIs
KPI = Key Performance Indicator
Quantifiable measurements comparing business performance to goals
Aligned with corporate strategy and objectives
Designed to drive desired behavior
Present a measure of overall organizational health when combined into a collection for a business scorecard
Defining KPIsExample
KPI Data Requirements
At minimum, a KPI requires an actual value and a target value
Ideally corporate data systems will deliver both values
Actuals are typically sourced from operational databases
Targets can be sourced from formal planning systems
� The absence of planning systems may involve:
� Maintaining target values in supplementary data stores
� Defining KPIs with fixed target values
Introducing Analysis Services 2012
Data ModelingData ModelingData ModelingData Modeling
� Delivers intuitive browsing and high
performance query results
� Encapsulates business logic, including KPIs
� Developed by using tabular or
multidimensional development approaches
� Are termed BI BI BI BI Semantic ModelsSemantic ModelsSemantic ModelsSemantic Models (BISMs)
Data MiningData MiningData MiningData Mining
� Discovers patterns in data
� Patterns can be used to surface knowledge about
data, and may be used for predictive analytics
Demonstrations
1. Introducing the Frosty Ice Cream company
2. Preparing the cube to store target values
3. Seeding target values based on historic actual values using:
� Simple factor
� Data Mining (Time Series)
4. Contributing target values by using Excel 2013
Defining Analysis Services KPIs
Analysis Services KPIs can be defined in multidimensional and tabular data models
� Multidimensional project cube
� Tabular model (including PowerPivot)
Defining Analysis Services KPIs
KPIs are defined as part of the cube definition
KPI properties:
� Value
� Goal
� Status
� Trend
StatusStatusStatusStatus and TrendTrendTrendTrend expressions should return a normalized value between -1 and 1
Multidimensional Development
� StatusGraphic
� TrendGraphic
� ParentKpiID
� Weight
� AssociatedMeasureGroupID
� CurrentTimeMember
MDX
expressionsAdditional
properties
Defining Analysis Services KPIs
KPIs are defined as part of the model definition
The ActualActualActualActual metric is based on an existing measure
The TargetTargetTargetTarget metric is either:
� An existing measure
� Absolute value
The StatusStatusStatusStatus metric is defined by setting thresholds, by using:
� Actual / Target (where a TargetTargetTargetTarget measure is defined)
� Actual (where an absolute value is defined)
Tabular Development
Defining Analysis Services KPIs
Optionally, descriptions can be defined for the KPI and its metrics
Note:
� Unlike multidimensional KPIs,
the TrendTrendTrendTrend metric cannot
be defined
Tabular Development (Continued)
Demonstrations
1. Defining KPIs in a cube
2. Defining a KPI in a PowerPivot workbook
Delivering Analysis Services KPIs
Excel and Excel Services
Power View
Reporting Services
PerformancePoint Services
Delivering Analysis Services KPIs
Add KPIs to PivotTables
Use the CUBEKPIMEMBER function to retrieve specific KPI properties
kpi_property:
� 1=Value, 2=Goal, 3=Status, 4=Trend, 5=Weight, 6=CurrentTimeMember
Share workbooks by using SharePoint Excel Services
Excel and Excel Services
=CUBEKPIMEMBER(connection, kpi_name, kpi_property, [caption])
Delivering Analysis Services KPIs
Add KPI metrics to a table or matrix
Interactively sort the columns, including the status column
Power View
Delivering Analysis Services KPIs
Retrieve KPI data by using the Analysis Services data provider
Present KPI values by using Gauges and Indicators
Reporting Services
Delivering Analysis Services KPIs
Import KPIs
Add KPIs to scorecards
Embed scorecards into dashboards and enrich with analytic reports
PerformancePoint Services
Demonstrations
1. Delivering KPIs with:
� Excel and Excel Services
� Power View
� Reporting Services
� PerformancePoint Services
Summary
Analysis Services is a versatile product that can be used for performance management:
� Store and prepare actual and target data
� Encapsulate performance management logic as KPIs
KPIs can be defined in multidimensional and tabular data models
KPI target data can be:
� Forecast by using Analysis Services data mining
� Contributed by using cube writeback and Excel PivotTables (What-If Analysis)
KPIs can be delivered by using Excel, Power View, Reporting Services and PerformancePoint Services
Thank you