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Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin [email protected] , [email protected]
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Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin [email protected]@bellevuecollege.edu,

Dec 22, 2015

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Page 1: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Preparing 21st Century Business Intelligence Students

Through 21st Century Approaches

Bellevue College

Presenters: Linda Rumans & Sylvia Unwin

[email protected],

[email protected]

Page 2: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

The Problem

Mountains of DataBusiness People

GAP

How do I increase sales????

How do I make my product better???

How do I retain customers?

Page 3: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

The Problem

Mountains of DataBusiness People

GAP

How do I increase sales????

How do I make my product better???

How do I retain customers?

Business Intelligence

Page 4: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

What is BI?

The process by which an organization

manages large amounts of data, extracting pertinent information, and turning that information into knowledge upon which actions can be taken.

Page 5: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

What is BI?

Business intelligence (BI) is a broad category of application programs and technologies for gathering, storing, analyzing, and providing access to data to help enterprise users make better business decisions.

Page 6: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

BI

Involves PEOPLE and Technology Involves using a rational approach to

management Involves a continuous cycle of measurement,

adjustment & remeasurement

Page 7: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

The BI Cycle

BIstart

Page 8: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Reasons for BI

BI enables organizations to make well informed business decisions and gain competitive advantage.

BI enables organizations to use information to quickly and constantly respond to changes.

Page 9: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

To Note:

Although we call it Business Intelligence, the concepts and techniques are applicable to almost any organization including those in health care, biotech, education, government …

Page 10: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Why This Curriculum?

Discovered new, growing field– The world is a database

Target students both from Business and Technology– Upgrade skills– Jobs won’t be outsourced

example: business analyst, data analyst, data warehouse support specialist, data architect, reporting analyst

Page 11: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Why this Curriculum?

Organizations have lots of data Data is not in a form that is useful to

decision-makers– Not easy to review– Not informative nor insightful

Page 12: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Jobs, Jobs, Jobs

"business intelligence" Job Trends

Scale: Absolute - Relative

Indeed.com searches millions of jobs from thousands of job sites.

This job trends graph shows relative growth for jobs we find matching your

search terms.

Page 13: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

BI Curriculum

Analytics– Reporting– Analytic Tools– Performance Management

Dashboards Score Cards

Data Visualization

Page 14: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

BI Curriculum

Data Warehouses Multi-Dimensional Databases (cubes) Data Mining Dimensional Modeling

Page 15: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Analytics and Data Visualization

All about analyzing the data and presenting information in a meaningful format

Page 16: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Analytics

Reporting Applications – Limited user interaction– Fulfill a significant portion of an organization’s

information needs– SQL Server Reporting Services

Analytic Applications– Allow users to visualize and explore data

following their train of thought– Extensive interactivity– Tableau

Page 17: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,
Page 18: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Analytics – Performance Management

Key Performance Indicators Dashboards Score Cards

Page 19: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Dashboard Example

Page 20: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Bridging the Gap

Need software to provide access to the data, allow flexible manipulation, and provide meaningful presentation

Need data storage structures to facilitate fast analysis of huge volumes of data

Page 21: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Storage Structures

Multi-Dimensional DatabasesCubes

Page 22: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Multi-Dimensional Databases

Measures– Any quantitative expression – Some are designated as Key Performance Indicators (KPI)– Appropriate to the business process.

Dimensions– How we describe the measures:

Product/Customer/Region/Time– These are the “By’s– “What were our Customer Sales by Product Line by

Region by Quarter for the past two years?”.

Page 23: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Logical Structure

Page 24: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Multi-Dimensional Databases (Cubes)

ODS ODS ODS

Data Warehouse

Multi-Dimensional Database (Cube)

* ODS = Operational Data Store

Relational Database Programs

Business Intelligence Programs

Page 25: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Multi-Dimensional Databases

Multi-Dimensional Database (Cube)

Page 26: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Software Applications

Multi-Dimensional Database

(Cube)

Business Person

Business Person

Business Person

Reporting

Applications

Analytic Applications

Score Cards

Dashboards

Page 27: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Summary

Students learn to:– Create multi-dimensional databases– Create professional quality reports– Use analytics to provide in-depth data analysis

Page 28: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Warehouse Topics

Decision Support Systems– history

Requirements Gathering– Where data located, owners, definition, how often

updated

Data Analysis– Determine table structures (Facts & Dimensions)– What makes good data

Page 29: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Warehouse

ETL Processes & Deliverables– Cleaning & Conforming

Valid, missing Address, gender

– Staging areas– Schemas

Dimension Tables Fact Tables

Page 30: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Key Concepts

Design and plan the data extraction– Data source type => extract/load => Target

database

Analyze the source data– Column name, data type, delimiter, transformation

Target Database Determine logical data mapping

Page 31: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Logical Data Mapping

Target SourceTransformation

DB Name Table Name Column Name

Data Type Source File Name

Column Name

Data Type

MachineVars EnvironVars VarName VarChar

(50)

Setup.txt VarName VarChar

(50)

MachineVars EnvironVars VarValue VarChar

(500)

Setup.txt VarValue VarChar

(500)

Page 32: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Slowly Changing Dimensions

Updating and inserting records into a data warehouse dimension tables

Type 1– New changes will overwrite existing data

Type 2– New changes create new records instead of updating

existing ones. Will change date to indicate current or expired record.

Type 3– Limited historical data; add columns for “old” value, update

“new” data

Page 33: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Mining

The process of identifying patterns in data

Goes beyond simple querying of the database

Goes beyond multi-dimensional database queries as well

Page 34: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Mining

Data Mining works for problems like:– Develop a general profile for credit card customers

…– Differentiate individuals who are poor credit risks

…– Determine what characteristics differentiate male

& female investors.

Page 35: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Mining vs. Data Query

Use data query if you already almost know what you are looking for.

Use data mining to find regularities in data that are not obvious.

Page 36: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Mining Applications

Fraud detection Targeted Marketing Risk Management Business Analysis

Page 37: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Origins of Data Mining

Mathematics– Statistics– Numerical Analysis

Artificial Intelligence/Machine Learning Computer Science

– Data Storage and Manipulation

Page 38: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

How does Data Mining work?

Uses induction-based learning:

The process of forming general concept definitions by observing specific examples of concepts to be learned.

Page 39: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

How does Data Mining work?

What-Cha-Ma-Call-Its NOT What-Cha-Ma-Call-Its

Page 40: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

How does Data Mining work?

Which of these are What-Cha-Ma-Call-Its?

Page 41: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Data Mining Process

List of Customers:

-some bicycle buyers

-some not

Data Mining

SoftwareModel

List of Prospective Buyers

Model

List of Likely Buyers

Page 42: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Overview of Mining Strategies

Data MiningStrategies

SupervisedLearning

Market Basket

Analysis

UnsupervisedClustering

Note: This representation is over-simplified and data mining strategies are continually being invented.

Page 43: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Skills

Written communication Problem Solving

– Analytical – Troubleshooting

Software– Microsoft SQL Server Management Studio– SQL Server BI Development Studio– SQL Server Reporting Services– Tableau

Page 44: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

E-Modularity

Delivery online– Available across the country – Available across foreign lands

Each class has modules– How to get started– Introduction to the topic– Intermediate– Advanced– Each with hands on applied assessments

Page 45: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Delivery Methods

Use of Camtasia for– Software demonstrations– PowerPoint lectures

Elluminate Camtasia Relay You tube

Page 46: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Marketing

Internal– Faculty– Career center– Workforce, Workfirst– Community Relations office (press release)

External– Agency

Web pages, brochures, posters, radio ad

– Continuing Education: Chamber of Commerce contacts, memberships to business organizations

Page 47: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Higher Level

Designed for those students already in the field: database analyst, developer, business analyst

How do we prepare students? Certificates as a stepping ladder

Page 48: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Certificates

Database Analyst (6 classes)– SA & D, programming, reporting, spreadsheets, db

theory– 2 quarters full-time/ 3 quarters part-time

Database Report Developer (3 additional classes)– Programming, SQL, group processes

Web site: www.bellevuecollege.edu/prog

Page 49: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Certificates

Business Intelligence Analyst (5 classes)– Analytics, Multi-dimensional analysis, data

warehousing, data mining, statistics, general business– 2 quarters full-time/ 3 quarters part-time

Business Intelligence Developer (4 additional classes)– Dimensional modeling, data visualization, multi-

dimensional analysis II, data warehousing II (more programming with SQL Server)

Web site: www.bellevuecollege.edu/prog/bi

Page 50: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Student Placement

Outside Businesses have found our program– Hiring Agencies/Recruiters– Microsoft– Consulting firms– Coldwater Creek– Start-ups

Advisory Board volunteers– Small Businesses– Curriculum

Page 51: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,

Presenters: Linda Rumans & Sylvia Unwin

[email protected],

[email protected]

Page 52: Preparing 21st Century Business Intelligence Students Through 21st Century Approaches Bellevue College Presenters: Linda Rumans & Sylvia Unwin lrumans@bellevuecollege.edulrumans@bellevuecollege.edu,