Using SQL Server Analysis Services, Reporting Services and Office System 2003 Thierry D’hers Lead Program Manager [email protected] SQL Server BI Microsoft.

Using SQL Server Analysis Using SQL Server Analysis Services, Reporting Services Services, Reporting Services and Office System 2003and Office System 2003

Thierry D’hersThierry D’hersLead Program ManagerLead Program [email protected]@microsoft.comSQL Server BISQL Server BIMicrosoftMicrosoft

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Microsoft BI ArchitectureMicrosoft BI Architecture

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• PortalsPortals• DashboardsDashboards• Data AnalysisData Analysis• VisualizationVisualization

• Messaging Messaging ServicesServices

• Project Project ManagementManagement

Windows ServerWindows Server

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Business Business ScorecardsScorecards Excel Add-in for SQL Excel Add-in for SQL ServerServer

BI Solution AcceleratorsBI Solution Accelerators

SQL ServerRelational Engine

Reporting ServicesReporting Services

Analysis ServicesAnalysis ServicesOLAP & Data MiningOLAP & Data Mining

Office System

AgendaAgenda

OLAP fuels BI applicationsOLAP fuels BI applicationsThe UDM Provides the one version of the truth throughout The UDM Provides the one version of the truth throughout the enterprisethe enterprise

BI can be exposed to users in various ways:BI can be exposed to users in various ways:Reporting ServicesReporting Services

Excel / OWC Excel / OWC

Excel Addin for OLAPExcel Addin for OLAP

Balance ScorecardBalance Scorecard

Sharepoint Sharepoint

More in the Office familyMore in the Office familyData AnalyzerData Analyzer

MappointMappoint

Project…Project…

Common problems…Common problems…

DW

Datamart

LOBLOB

DW

DatamartSQL Server

Teradata

Oracle

DB2

Get to heterogeneous data?Get to heterogeneous data?

Combine it & understand it?Combine it & understand it?

Easily navigate through it?Easily navigate through it?

Explore it interactively?Explore it interactively?

Get consistent business metrics?Get consistent business metrics?

Gain unique insight into it?Gain unique insight into it?

Gain competitive advantage?Gain competitive advantage?

Share the insight with the rest of Share the insight with the rest of the enterprise?the enterprise?

How do users:

Dashboards

Production Reports

BI Front Ends

Spreadsheets

Ad-Hoc Reports

A Solution…A Solution…

DW

Datamart

LOBLOB

DW

DatamartSQL Server

Teradata

Oracle

DB2

Analysis ServicesAnalysis ServicesHeterogeneous data accessHeterogeneous data access

End user oriented data End user oriented data modelmodel

Proactive cachingProactive caching

Performance and scalePerformance and scale

Single version of truthSingle version of truth

Reporting ServicesReporting ServicesEnterprise reporting platformEnterprise reporting platform

Report management Report management (scheduling, caching, …)(scheduling, caching, …)

Multiple delivery formatsMultiple delivery formats

Dashboards

Production Reports

BI Front Ends

Spreadsheets

Ad-Hoc Reports

A Solution…A Solution…

DW

Datamart

LOBLOB

DW

DatamartSQL Server

Teradata

Oracle

DB2

Dashboards

Production Reports

BI Front Ends

Spreadsheets

Ad-Hoc Reports

AnalysisServices

UDM

Cache

ReportingServices

UDM as a report sourceUDM as a report source

End User oriented data modelEnd User oriented data modelBusiness entities vs. tables/columnsBusiness entities vs. tables/columns

Relationships predefined as part of UDMRelationships predefined as part of UDM

Friendly namesFriendly names

Formatting, ColoringFormatting, Coloring

Hierarchies for easier navigationHierarchies for easier navigation

Grouping/folders for easier explorationGrouping/folders for easier exploration

PerspectivesPerspectives

Accessing Formatting Properties in Accessing Formatting Properties in ReportsReports

Reporting Services 2005 makes it easier to access Reporting Services 2005 makes it easier to access “smarts” defined in UDM“smarts” defined in UDM

It is done via Extended PropertiesIt is done via Extended PropertiesValue, FormattedValueValue, FormattedValue

UniqueNameUniqueName

Color, BackgroundColorColor, BackgroundColor

FontFamily, FontSize, FontWeight, FontStyleFontFamily, FontSize, FontWeight, FontStyle

KeyKey

LevelNumberLevelNumber

ParentUniqueNameParentUniqueName

……

demoBuilding Reports on top of UDMBuilding Reports on top of UDM

UDM as a report sourceUDM as a report source

Key Performance IndicatorsKey Performance IndicatorsImportant metrics about the health of the Important metrics about the health of the organization organization

High level, visual, quick to grasp High level, visual, quick to grasp

Organized in scorecardsOrganized in scorecards

Displayed in dashboardsDisplayed in dashboards

KPI framework is part of UDMKPI framework is part of UDM

KPI componentsKPI componentsValue, Goal, Status, TrendValue, Goal, Status, Trend

Graphic indicatorsGraphic indicators

Other properties: Folders, Parent, WeightOther properties: Folders, Parent, Weight

demoKPIs in ReportsKPIs in Reports

Report Builder and Analysis ServicesReport Builder and Analysis Services

Report builder – end user oriented report Report builder – end user oriented report building toolbuilding tool

Enables power users (non-IT) to build/publish Enables power users (non-IT) to build/publish reportsreports

Report Builder works with SQL Server and Report Builder works with SQL Server and Analysis ServicesAnalysis Services

Analysis Services UDMs are automatically Analysis Services UDMs are automatically available in Report Builderavailable in Report Builder

Different (Entity-Relationship) view of the Different (Entity-Relationship) view of the datadata

demoReport Builder and UDMReport Builder and UDM

Accessing UDM data from OfficeAccessing UDM data from Office

Leveraging Excel investmentsLeveraging Excel investmentsMicrosoft Excel is a native client to OLAP and the Microsoft Excel is a native client to OLAP and the UDM UDM

No Client component deployment neededNo Client component deployment needed

Excel: Everyone has it, loves it and know how to Excel: Everyone has it, loves it and know how to work with it. No training requiredwork with it. No training required

Basic slice and diceBasic slice and dice

Office 12: Expect more, way more… Stay tunedOffice 12: Expect more, way more… Stay tuned

demo

Connecting to UDM from Office:Connecting to UDM from Office:Excel Pivot TablesExcel Pivot TablesOffice Web ComponentsOffice Web Components

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End User Reporting &

Analysis

End User Reporting &

Analysis

Corporate PerformanceManagement

Corporate PerformanceManagement

Project Monitoring &

Reporting

Project Monitoring &

Reporting

Flexible BI

Flexible BI

Microsoft Office SystemMicrosoft Office System

Windows Server SystemWindows Server System

Microsoft Office System Business Microsoft Office System Business Intelligence SolutionsIntelligence Solutions

Business Scorecard

Accelerator

Business Scorecard

Accelerator

Excel Add-in for SQL ServerExcel Add-in

for SQL ServerEPM

SolutionEPM

SolutionCustom BI Solutions

Custom BI Solutions

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Excel Add-In for SQL ServerExcel Add-In for SQL Server

Microsoft Office Excel add-inMicrosoft Office Excel add-in

Free-form and Semi-Structured reportingFree-form and Semi-Structured reporting

Multiple data sources on the same reportMultiple data sources on the same report

Based uponBased uponMicrosoft Excel 2003 or Excel XPMicrosoft Excel 2003 or Excel XP

Microsoft SQL Server 2000 and Analysis ServicesMicrosoft SQL Server 2000 and Analysis Services

Microsoft Windows XP or Windows 2003 ServerMicrosoft Windows XP or Windows 2003 Server

Business Value Business Value Excel Add-In for SQL ServerExcel Add-In for SQL ServerPowerful Excel reporting and analysisPowerful Excel reporting and analysis

Key BI FeaturesFree-form reportingSemi-structured reportingWrite-back to OLAP capabilityOut of the box deployment

Key BenefitsDeliver business analyticsEmpower employees with business analysis capabilitiesIncrease ROI on existing toolsReduce training costsCreate sophisticated budget and modeling applicationsRapid report development

Free-Form ReportsFree-Form Reports

• Access multiple OLAP sources• Intersperse OLAP and Excel data• Insert rows and columns • Excel’s native formatting and sorting• Member properties in rows and columns• Create nested axis – cross-join• Analysis Services’ Actions, drill through,

write back and server side formatting

• Cannot Use refresh report or a page member change, to bring new members for row or column headers.

Capability Limitation

Sales Cube

Mktg Campaign Cube Excel Calculations

Structured ReportsStructured Reports

• Using dynamic set expressions on an axis

• Drill Up, Drill Down, Expand, Collapse, Focus and Eliminate, Pivoting

• Create reports with nested axis• Analysis Services’ Actions, drill through,

write back and server side formatting• Refresh reflects member changes• Create custom filter expressions

• Create Reports from single OLAP source only

• Cannot Insert row or column• Cannot add external data within the

report• Cannot add member properties to the

report• Cannot sort members

Capability Limitation

Customer

Geography

Order Type

demo

Excel Add-In for SQL Excel Add-In for SQL Server Analysis ServicesServer Analysis Services

Office Scorecards Product Summary Office Scorecards Product Summary

Advanced KPI and Scorecard Authoring and ManagementAdvanced KPI and Scorecard Authoring and ManagementCascading of metrics across organizationsCascading of metrics across organizationsSourcing of metrics from multiple data sourcesSourcing of metrics from multiple data sourcesMultiple targets (plan, budget, forecast) to compare and contrast Multiple targets (plan, budget, forecast) to compare and contrast performanceperformance

Dashboard functionalityDashboard functionalityCharts, graphs, spreadsheets and pivot tables driven by data from Charts, graphs, spreadsheets and pivot tables driven by data from Scorecards and KPIsScorecards and KPIsAnalyze, interact with, drilldown into and annotate data in the Analyze, interact with, drilldown into and annotate data in the context of consistent business definitionscontext of consistent business definitionsScorecards and reports move in concert as a user drills down for Scorecards and reports move in concert as a user drills down for detailed analysisdetailed analysis

RTM Fall 2005, Beta 2 currently availableRTM Fall 2005, Beta 2 currently available

Localized into French, Japanese, German and Spanish (2006)Localized into French, Japanese, German and Spanish (2006)

First commercial Microsoft Business Intelligence ApplicationFirst commercial Microsoft Business Intelligence Application

Technology Adoption ProgramTechnology Adoption ProgramTAP Validation Customers and Partners (private beta)TAP Validation Customers and Partners (private beta)

Hewlett Packard, CapGeminiHewlett Packard, CapGeminiUnited States Navy, ProClarityUnited States Navy, ProClarityState of Washington, Cizer SoftwareState of Washington, Cizer SoftwareDevelopment Bank of South Africa, Harvey JonesDevelopment Bank of South Africa, Harvey JonesExpedia, Two Degrees ConsultingExpedia, Two Degrees ConsultingTDC, Microsoft Consulting ServicesTDC, Microsoft Consulting ServicesAcosta, AvanadeAcosta, AvanadeDeacons, Aderant Deacons, Aderant Accenture (internal)Accenture (internal)Reynolds & Reynolds (internal)Reynolds & Reynolds (internal)Skanska USA (internal)Skanska USA (internal)Xerox (internal)Xerox (internal)

Microsoft Windows Vista (internal)Microsoft Windows Vista (internal)Microsoft IT (internal)Microsoft IT (internal)

1953 1953 Registered BetaPlace Participants (non-unique)Registered BetaPlace Participants (non-unique)

1052 1052 BSM Beta 2 Server Installer downloads (4 weeks)BSM Beta 2 Server Installer downloads (4 weeks)

920 920 Survey ResponsesSurvey Responses

5858 Countries Countries

389389 Newsgroup postings Newsgroup postings

Top 10 Countries by Top 10 Countries by Survey ResponseSurvey Response

Technology Adoption ProgramTechnology Adoption ProgramBeta Program Participants (public beta)Beta Program Participants (public beta)

Business Decision Business Decision Makers Makers

(C-Level on down)(C-Level on down)

Business Business AnalystsAnalysts

IT IT AdministratorsAdministrators

Metrics from multiple data sources Metrics from multiple data sources Integrated collaboration environmentIntegrated collaboration environmentAlerting on changes in dataAlerting on changes in dataSummary reporting with analysis in contextSummary reporting with analysis in context

Powerful and flexible business definitionsPowerful and flexible business definitionsEmpowering KPI and Scorecard designerEmpowering KPI and Scorecard designerMetrics easily re-used and cascadedMetrics easily re-used and cascaded

Centrally managed, scalable BI platformCentrally managed, scalable BI platformPartnership with business users in Scorecard Partnership with business users in Scorecard and KPI authoringand KPI authoring

What Scorecard Stakeholders Want:What Scorecard Stakeholders Want:

Office Scorecards ArchitectureOffice Scorecards Architecture

IT IT AdministratorAdministrator

SourceSourceSystemsSystems

Analysis Services2005/2000

ScorecardScorecardCubesCubes

2005/2000

Centralized ManagementCentralized Management

Business Intelligence PlatformBusiness Intelligence Platform

Scorecard ApplicationScorecard Application

Application Application MetadataMetadata

Office Scorecard Webpart Office Scorecard Webpart Office Report Viewer WebpartOffice Report Viewer Webpart

Dashboards and Scorecards, Analysis Dashboards and Scorecards, Analysis and Collaborationand Collaboration

Business Decision Business Decision MakerMaker

Web Components

Reporting Services2005/2000

Scorecard ReportingScorecard Reporting

Business Decision Business Decision MakerMaker

Reporting Services2005/2000 Excel, TIFF, Excel, TIFF,

XML, PDFXML, PDF


Definition AuthoringDefinition Authoring

Scorecard BuilderScorecard Builder

Dashboarding and Scorecarding Dashboarding and Scorecarding in SharePoint Portal Serverin SharePoint Portal Server

System Components System Components Clients and serverClients and server

Dashboard Dashboard ClientsClients

Scorecard Scorecard ServerServer

Internet Explorer Internet Explorer 5.5+5.5+

Office Web Office Web Components 2003Components 2003

Legend: Scorecard ComponentLegend: Scorecard ComponentScorecard DependencyScorecard Dependency

Scorecard Light-upScorecard Light-up

Authoring Authoring ClientsClients

Windows XP, SP2+Windows XP, SP2+

Office Web Office Web Components 2003Components 2003

Scorecard BuilderScorecard Builder

Scorecards DLLScorecards DLL

Scorecards Scorecards DatabaseDatabase

Scorecard Web PartsScorecard Web Parts

Web ServiceWeb Service

SSRS Export SSRS Export (optional)(optional)

SSNS Alerts SSNS Alerts (optional)(optional)

Windows Server 2003, Windows Server 2003, SP1+SP1+

SPS / WSSSPS / WSS

SSASSSAS

SSRSSSRS

SSRS DatabaseSSRS Database

SSNS Client + EngineSSNS Client + Engine

SSNS DatabaseSSNS Database

One server, two server, three server, NOne server, two server, three server, NBusiness Scorecard Manager Scale-out ScenariosBusiness Scorecard Manager Scale-out Scenarios

Sample ConfigurationsSample ConfigurationsOne ServerOne Server

Proof-of-concept Proof-of-concept

Two ServersTwo ServersUse unowned data Use unowned data sourcessources

Three Servers Three Servers Separate IIS from Separate IIS from databases databases

N-ServersN-ServersScale-out for enterpriseScale-out for enterprise

Typically, Typically, not all data sources will not be ownednot all data sources will not be owned by the by the scorecard application builderscorecard application builder

Topologies should anticipate thisTopologies should anticipate this

Scorecard Installation ComponentsScorecard Installation Components

Two server deploymentTwo server deploymentUse unowned data sourcesUse unowned data sources

Web Web ServerServer

Analysis Analysis Services Services ServerServer


Scorecards Scorecards DatabaseDatabase



SSRS ExportSSRS Export

SSNS AlertsSSNS Alerts

SPS / WSSSPS / WSS

SSRSSSRS

SSRS DatabaseSSRS Database

SSNS Client + SSNS Client + EngineEngine

SSNS DatabaseSSNS Database

SSAS CubesSSAS Cubes


Remember:Remember: AppPool account needs to AppPool account needs to have read access to your SSAS cubeshave read access to your SSAS cubes

Three server deploymentThree server deploymentSeparate IIS from databasesSeparate IIS from databases

Web ServerWeb Server

Database Database ServerServer


Scorecard Scorecard DatabaseDatabase

SSNS, SSRS SSNS, SSRS DatabaseDatabase







SPS / WSSSPS / WSS

SSRSSSRS



Three server deploymentThree server deploymentSeparate IIS from databasesSeparate IIS from databases












SPS / WSSSPS / WSS

SSRSSSRS



Scorecard DLL attaches to Scorecard DLL attaches to Scorecard Database Server Scorecard Database Server via web.config settingvia web.config setting

N-server deploymentN-server deploymentScale out for enterpriseScale out for enterprise












SPS / WSSSPS / WSS

SSRSSSRS



Remember: Remember: Scorecards DLL needs to Scorecards DLL needs to be installed on all web serversbe installed on all web servers

Remember: Remember: Scorecard Web Service is Scorecard Web Service is required where SSRS Export or SSNS required where SSRS Export or SSNS Alert is installed Alert is installed

Business Business Decision Decision Makers Makers

(C-Level on down)(C-Level on down)



Security and Scorecard StakeholdersSecurity and Scorecard StakeholdersHow security maps to business roles How security maps to business roles

Scorecard Server Scorecard Server AdministratorAdministrator – – Deploys Scorecard Deploys Scorecard Server InstanceServer Instance

Scorecard Server Scorecard Server Manager Manager – – Provisions KPIs and Provisions KPIs and Scorecards for other Scorecards for other business usersbusiness users

Data Source Data Source Manager Manager – Provisions – Provisions data sources to be data sources to be accessed by business accessed by business usersusers

Editor Editor – Enriches KPIs and – Enriches KPIs and Scorecards with definitions, Scorecards with definitions, business logic, charts, graphs, business logic, charts, graphs, and other supporting detail and other supporting detail

Readers Readers – Consume KPIs and Scorecards in – Consume KPIs and Scorecards in dashboards and reports. Analyses, evaluates dashboards and reports. Analyses, evaluates and annotates informationand annotates information

System Security System Security The scorecard application permissions stack The scorecard application permissions stack

SharePointSharePointPage-level PermissionsPage-level Permissions

Internet Information ServicesInternet Information Services Site-level security Site-level security

Scorecard Manager Scorecard Manager Instance and element-level securityInstance and element-level security

Application PoolApplication PoolThread pool identityThread pool identity

SQL Server Analysis ServicesSQL Server Analysis ServicesRole-based dimension and member-level securityRole-based dimension and member-level security

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Business Business Decision Decision Makers Makers

(C(C--Level on down)Level on down)



Security and Scorecard StakeholdersSecurity and Scorecard StakeholdersHow security maps to business roles How security maps to business roles

Scorecard Server Scorecard Server AdministratorAdministrator ––Deploys Scorecard Deploys Scorecard Server InstanceServer Instance

Scorecard Server Scorecard Server Manager Manager –– Provisions Provisions KPIsKPIs and Scorecards for and Scorecards for other business usersother business users

Data Source Manager Data Source Manager ––Provisions data sources Provisions data sources to be accessed by to be accessed by business usersbusiness users

Editor Editor –– Enriches Enriches KPIsKPIs and and Scorecards with definitions, Scorecards with definitions, business logic, charts, graphs, business logic, charts, graphs, and other supporting detail and other supporting detail

Readers Readers –– Consume Consume KPIsKPIs and Scorecards in and Scorecards in dashboards and reports. Analyses, evaluates and dashboards and reports. Analyses, evaluates and annotates informationannotates information

Beyond Microsoft Office System…Beyond Microsoft Office System…

Data AnalyzerData AnalyzerShows you highly dimensional data graphicalShows you highly dimensional data graphical

Help detect problems and anomalies quicklyHelp detect problems and anomalies quickly

Not part of Office systems 2003Not part of Office systems 2003

MappointMappointYes it does BI!Yes it does BI!

Can read external data from SQL or OLAP…Can read external data from SQL or OLAP…

Not part of Office system 2003Not part of Office system 2003

MS ProjectMS ProjectMS Project Enterprise’s reporting feature is MS Project Enterprise’s reporting feature is using cubes under the cover…using cubes under the cover…

demo

Data Analyzer and Data Analyzer and Mappoint in action…Mappoint in action…

We invite you to participate in ourWe invite you to participate in our online evaluationonline evaluation on CommNet,on CommNet,

accessible Friday onlyaccessible Friday only

If you choose to complete the evaluation online, If you choose to complete the evaluation online, there isthere is no need to complete the paper evaluationno need to complete the paper evaluation

© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Using SQL Server Analysis Services, Reporting Services and Office System 2003 Thierry D’hers Lead Program Manager [email protected] SQL Server BI Microsoft.

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