MGS 4020 Business Intelligence Business Intelligence Environment - PowerPoint PPT Presentation


PPT – MGS 4020 Business Intelligence Business Intelligence Environment PowerPoint presentation | free to view - id: 17e6f6-ZDc1Z


The Adobe Flash plugin is needed to view this content

Get the plugin now

View by Category
About This Presentation

MGS 4020 Business Intelligence Business Intelligence Environment


OLAP Cubes. EIS / Dashboards. Data Mining Tools. Broad User Base ... Objects appear as cubes (for dimensions), spheres (for measures) or pyramids (for details) ... – PowerPoint PPT presentation

Number of Views:677
Avg rating:3.0/5.0
Slides: 91
Provided by: BHREn8


Write a Comment
User Comments (0)
Transcript and Presenter's Notes

Title: MGS 4020 Business Intelligence Business Intelligence Environment

MGS 4020 Business Intelligence Business
Intelligence Environment Tools July 5, 2007
Business Intelligence Tools - Business Objects
Business Intelligence Tools - MS Excel
Business Intelligence Tools - Webi
Business Intelligence Tools - Cognos
Business Intelligence Environment
Internal Source Systems
Extract, Transformation and Load
External Data Sources
Business Intelligence Environment
Microsoft Excel
Business Intelligence Tools - Business Objects
Business Intelligence Tools - MS Excel
Business Intelligence Tools - Webi
Business Intelligence Tools - Cognos
Microsoft Excel
  • Why Excel is an effective BI Tool
  • Extensive knowledge base
  • Very good for what-if analysis
  • Flexible
  • Feature rich
  • Great single user analysis tool
  • Open Architecture support powerful Add-ins
  • Ability to import data for analysis
  • Where Excel falls short
  • Some flexibility requires programming knowledge
  • Database ability limited by Dfunctions
  • Limited meta-data capabilities
  • No server based components
  • Mainly a document centric approach
  • Interface to database has limitations

Microsoft Excel
  • Features that support Business Intelligence
  • Data-Import External Data (MS Query)
  • Charting
  • Pivot-Tables
  • Database Functions (Dfunctions)
  • If-Then-Else Logic
  • VBA interface
  • Uses Excel Database Functions to work with
  • Can uses VBA script to allow for Dynamic Queries

BI Query Analysis Tool
  • BI Query Analysis Tools
  • Provides an end user the ability to query a
    database and analyze information
  • BI Query Analysis Tool Vendors
  • Business Objects
  • Cognos
  • Brio
  • MicroStrategy

BI Query Analysis Tool
  • Common Features
  • Meta-Data Layer - Insulates the end user from the
    complexities of the data, database and technology
  • Easy to use query interface
  • Built in data functions
  • Slice-and-Dice Capabilities
  • Charting and Graphing
  • Report Development
  • Security
  • Dashboarding
  • BI Query and Analysis Meta-Data functions
  • Defines table relationships
  • Provides business naming
  • Pre-defines calculations
  • Reorganizes data fields
  • Assists in data security
  • Provides help text on tables, columns

Business Intelligence Tools - Business Objects
Business Intelligence Tools - MS Excel
Business Intelligence Tools - Webi
Business Intelligence Tools - Cognos
Business Objects
  • What is Business Objects?
  • BUSINESS OBJECTS is an integrated query,
    reporting and analysis solution for business
    professionals that allows you to access the data
    in your corporate databases directly from your
    desktop and present and analyze this information
    in a BUSINESS OBJECTS document.
  • BUSINESS OBJECTS makes it easy to access this
    data, because you work with it in business terms
    that are familiar to you, not technical database
    terms like SQL. You dont need any knowledge of
    the database structure or technology. Once
    youve used BUSINESS OBJECTS to access the data
    you need, you can present

Business Objects What data sources are
  • BUSINESS OBJECTS let you access data from
    a wide range of sources. You can access data from
  • Relational databases (RDBMS), such as ORACLE,
    Microsoft SQL Server, Informix and IBM DB2.
  • Multidimensional (OLAP) databases, such as
    Microsoft OLAP Services, Hyperion Essbase, and
    ORACLE Express.
  • Text files and spreadsheets
  • Packaged applications such as SAP
  • Virtually any data source using Microsoft Visual
    Basic for Applications (VBA)

Business Objects New Report Wizard
  • To help you build a data provider when you create
    a new document, BUSINESS OBJECTS launches the New
    Report Wizard when you start the application for
    the first time

Business Objects Specify Data Access
  • Select an option for the report layout, then
    click Begin. The Specify Data Access dialog box

Business Objects Select A Universe
  • The next step depends on what you want to do
  • If you chose to build a query on a universe in
    the previous step, the Select a Universe dialog
    box now appears

Business Objects What Exactly is a Universe?
  • BUSINESS OBJECTS universes make it easy to access
    data, because they contain objects of data in
    business terms that are familiar to you. Whats
    more, you need no knowledge of the database
    structure, or of database technology, to be able
    to create powerful reports with data that is
    relevant to your work.
  • Universes provide the business-intelligent,
    semantic layer that isolates you from the
    technical issues of the database. A universe maps
    to data in the database, in everyday terms that
    describe your business situation.
  • Universes are made up of classes and objects. For
    example, the objects in a human resources
    universe would be Names, Addresses, Salaries,
    etc. Classes are logical groupings of objects.
    Each class has a meaningful name, such as
    Vacation (for objects pertaining to employees
    vacations). Each object maps to data in the
    database, and enables you to retrieve data for
    your reports.

Business Objects Classes Sub-classes
Business Objects Dimension objects, measure
objects and detail objects
  • Dimension objects retrieve the data that will
    provide the basis for analysis in a report.
    Dimension objects typically retrieve
    character-type data (customer names, resort
    names, etc.), or dates (years, quarters,
    reservation dates, etc.)
  • A detail object is always associated to one
    dimension object, on which it provides additional
    information. For example, Address is a detail
    object that is associated to Customer. Address
    provides additional information on customers,
    i.e., their addresses.
  • Measure objects retrieve numeric data that is the
    result of calculations on data in the database.
    In the demo universe, Revenue is the calculation
    of number of items sold multiplied by item price.
    Measure objects are usually located in the
    Measures class.

Building a Query on the Query Panel
Building a Query on the Query Panel
  • Classes appear as folders.
  • Objects appear as cubes (for dimensions), spheres
    (for measures) or pyramids (for details).
  • This button displays the universes predefined
  • This button, selected by default, displays the
    universes classes and objects.
  • Information on the selected class or object
    appears here.
  • This button enables you to set options before
    running the query, for example to specify a
    maximum number of rows.
  • The Result Objects box displays the objects that
    are included in the query.
  • When you click Run, the query connects to the
    database and the data appears in the

Building a Query on the Query Panel
  • Save and Close lets you save the query you have
    defined without running it. You can run it later
    on by using the Refresh command.
  • When you click View, the raw data retrieved by
    the query appears in the Data Manager. From the
    Data Manager, you can edit, accept or cancel the
  • When you click Run, the query connects to the
    database and the data appears in the

Building a Query on the Query Panel
Click Run. BUSINESS OBJECTS retrieves the data
for Resort, Year and Revenue, and displays this
in a new document
Creating User Objects What is a User Object?
  • A universe consists primarily of classes and
    objects, created by the universe designer. If the
    objects in a universe do not meet your needs, you
    can customize the universe by creating your own
    objects, which are called user objects.
  • User objects appear in the User Objects class in
    the universe. You include them in queries in the
    same way that you include regular objects.
    Moreover, you do not need to define a connection
    to a database to define a user object.

Creating User Objects
  • To create a user object in any universe available
    to you
  • Select the Universes command on the Tools menu.
    The Universes dialog box appears.
  • Select the universe in which you want to create
    the user object, then click User Objects. The
    User Objects dialog box appears.
  • Click Add. The User Object dialog box appears
  • In the Definition tab, type the name of the user
    object in the Name field.

Creating User Objects
  • In the Type list, select the type of the user
    object (Character, Number or Date).
  • In the Description field, type a help text on the
    object. The help text appears when you select
    the user object in the Query Panel.
  • In the Qualification box, click a radio button to
    qualify the user object as a dimension, a measure
    or a detail.
  • Click the Formula tab to write the formula for
    the user object.
  • Click OK. The user object you have created
    appears in the User Objects dialog box. The next
    time you build or edit a query on the universe,
    the user object you have created will appear in
    the User Objects class.

Creating User Objects - Formula
  • Click the Formula tab, then check Get Assistance
    on Functions
  • Double-click the objects, functions and operators
    you want to use in the user
  • object's formula.
  • When you double-click an object or an operator,
    it appears in the Formula box. The functions and
    operators you can select depend on the database
    at your site.
  • When you double-click a function, the
    FunctionFunctionName dialog box appears.

Creating User Objects - Formula
  • In the FunctionFunctionName dialog box, type an
    argument in each field.
  • If the function's arguments include objects, user
    objects, functions or operators, you can
    double-click these in order to insert them in the
    function's formula.
  • The arguments appear in the Formula box.
  • If necessary, type text, numbers or dates in the
    formula. You must type quotes (") before and
    after text and numbers, but type a single quote
    (') before and after dates.
  • Click OK, then click Test to check the syntax of
    the formula.

Applying a complex condition on a query
  • Applying a complex condition requires
    three steps. First, you select the object you
    want, then the operator (e.g., greater than),
    then the operand (e.g., values that you type, or
    another object). The following procedure explains
    how to do it, and gives information to help you
    choose the operator and operand you need
  • In the Query Panel, drag the object you want to
    use from the Classes and Objects list to the
    Conditions box. The Classes and Objects list
    turns into the Operators list

Applying a complex condition on a query
Applying a complex condition on a query
  1. Double-click the operator you want to use. The
    Operators list turns into the Operands list

Applying a complex condition on a query
  1. Double-click the operand you want. The following
    table helps you select the operand you need and
    tells you what to do next

Business Intelligence Tools - Business Objects
Business Intelligence Tools - MS Excel
Business Intelligence Tools - Webi
Business Intelligence Tools - Cognos
  • EIS / Dashboarding

EIS / Dashboarding
  • To provide real time view of KPI and metrics
  • EIS / Dashboarding vendors
  • Cognos
  • Business Objects
  • http//
  • Brio
  • Pilot Lightship

Business Objects - Dashboard
Business Intelligence Tools - Business Objects
Business Intelligence Tools - MS Excel
Business Intelligence Tools - Webi
Business Intelligence Tools - Cognos
Webi 6.1 Reporting features http//webiwh/wiasp/
  • Report creation features new to WebIntelligence
  • Multi-block creation
  • Multi-report creation
  • Add pre-defined blocks and cells
  • Local Variables
  • Better control when formatting and positioning
  • Improved layout properties
  • Define Sections through Drag Drop (or Report
  • Insert breaks sorts, calculations, rows,
  • Filtering blocks and report simple filters
    compound filters
  • Drag-and-drop report editing, turn to

Completely New Query Window
  • Three modes
  • Edit Query
  • Edit Report
  • View Results

Webi 6.1 Query Users
  • For query users, the differences will be greater.
    Look and feel of the new query panel is much
    more user friendly and powerful, but will take
    some time to become familiar with
  • The following slides will take you through some
    basic report creation and the new features of
    Webi 6.1
  • Please Note
  • When entering in a date range, you now must enter
    in the entire year(eg. 2003) and not just 03(eg.
    4/20/2003 as opposed to 4/20/03)

Webi 6.1 Query Features
Edit Query create/edit a query, define query
filters, query properties, and/or scope of
Edit Report change document format including the
structure (e.g multiblocks), layout and colors.
Webi 6.1 Edit Query
All New Documents start here, but users can
return to edit the query at any time
Webi 6.1 View and Display Modes
  • When editing the report users may view a report
  • Structure or Results
  • Normal or Page Layout
  • Drill mode (View Results)

Webi 6.1 Edit Report
Normal Page Display (Page Layout button is
Toggled off)
Webi 6.1 Edit Report
Page Layout Display button is Toggled on
Webi 6.1 Tabs
  • Report Manager Data, Templates, Properties, Map

The Properties tab displays is relevant to a
selected object, block, etc. The Map tab
facilitates navigation.
Webi 6.1 Edit Report Toolbar
User can toggle between View Structure and View
Top Bar General Document-related features
Bottom Bar Selection specific features
(including Drill)
Webi 6.1 Report Pane
Webi 6.1 Filter Pane
  • Filter zone Refining the display of report data

Webi 6.1 Feedback and Tool Tips
  • Tool tips on icons mouseover help
  • Tips feedback when dragging object (pre-drop)

On Mouseover Icons indicate filters, sorts
Clicking on these icons enables you to view their
Webi 6.1 Show Me How Help
  • Show me how icon,
  • Top right corner of Java Report Panel
  • Opens a page with links to flash demos
  • Help menu

Webi 6.1 Multi-Block
Create Multi-blocks with new block Templates
Alternatively, Drag Drop existing block and
Turn to
Webi 6.1 Multi-report
  • Reports may be added in
  • Structure or Results
  • Normal or Page Layout Views
  • When in Drill mode

Inserting (or Duplicating) a Report
Webi 6.1 Block Cell Templates
  • Block templates

Webi 6.1 Block Cell Templates
  • Cell templates
  • Blank cell
  • Drill Filters
  • Last refresh Date
  • Page Number
  • Page Number/Total Pages
  • Total Number of Pages

Webi 6.1 Local Variables
Click Create Variable button
Save variable to local data objects
Select a cell
  • Same workflow as in Business Objects

Webi 6.1 Layout Positioning
User Options button
  • With user-options button
  • Control layout and positioning of objects
  • Define measurement unit
  • Grid on/off, Snap to, Spacing

Webi 6.1 Inserting Sections
  • Create sections with Drag Drop (as
  • Sections sliders to denote the beginning/end
  • Can be resized! (cant be done in 2.7 nor
  • Sections can be independent even better!
  • Cells in between sections enables creation of

Dragable sliders
Example of URL providing a logo to separate
Webi 6.1 Inserting Breaks Sorts
  • Breaks (Workflow like WebI and BusinessObjects)
  • Sorts can be added (Workflow like
  • and Sorts can be removed from breaks
  • (can not do this in WebIntelligence 2.7 nor

Webi 6.1 Inserting Calcs, Rows, Cols
  • Calculations can be selected from a menu

Webi 6.1 Filtering Reports Blocks
  • Quick filters can be applied to
  • Blocks
  • Object
  • Sections

Select object and click Quick Filter Button
Choose from LOV and filter is displayed
Webi 6.1 Normal Filters
  • Drag drop object to the filter zone launches
  • Filter defaults to Constant for performance

Describes where the filter will be applied.
Webi 6.1 Simple Filters LOVs
  • List of Values (with chunking feature)
  • Users can search the entire list of values
  • Users can navigate by chunk

Chunking feature
Search among entire list
Webi 6.1 Compound Filters
  • Drag Drop to filter zone for compound filters
  • Adding a simple filter to a simple filter or
    dragging a simple filter onto another simple
    filter creates a compound filter
  • Clicking the AND/OR toggles between the two

Webi 6.1 Turn to
Right-click on table/chart to get a Turn To menu
Choose table/chart from dialog
Or, Drag Drop from Report Templates menu
Building Queries
Webi 6.1 Overview
  • Familiar presentation (Full-Client
    WebIntelligence Mix)

Result Objects Data for report creation
Universe Objects Dimensions, Measures,
Details Predefined Filters
Query Filters Refining data to answer business
Scope of Analysis Extend data for analysis
Webi 6.1 Objects
  • Dimensions, Details Measures
  • Defined in the universe in business terms
  • Predefined Filters
  • Facilitate access (different than with
    WebIntelligence 2.7)
  • Also using everyday business terms

Webi 6.1 Hierarchical View
Hierachical view
Webi 6.1 Result Objects
  • Displays Objects to be available in the report
  • Semantic change from WebI 2.7 Full-Client
  • With new WebIntelligence, Filters on measures are
    applied only to Result objects. Objects in the
    Scope of Analysis do not affect the query results
    when using filters on measures.
  • In previous products, Filters on measures are
    applied to Results ObjectsScope of Analysis

Webi 6.1 Overview
  • Simple to understand manipulate

A simple dialog box provides the filter settings
Webi 6.1 Creation
  • Drag Drop into Query Pane to display Filter
    dialog box

Webi 6.1 Creation via Drag Drop
  • Drag Drop objects to create combination filters

Query Objects can be dragged to redefine their
logical context
Webi 6.1 Basic Choices
  • All Simple Filters may be one of these types
  • Constant user-defined text entry within Filter
    dialog box
  • Values from list choose when displayed in
    Filter dialog box
  • Prompt choose when list of values appears at
    refresh time
  • Predefined Filters defined inside the universe,
    when added, no Filter dialog appears
  • Simple Filters can be combined as And/Or operands

Clicking on And with toggle the operand to OR,
and vice-versa
Webi 6.1 Operators and Operands
Complete set of operators
Operand types Constant Values from List Prompts
Webi 6.1 Filter on Measures
  • Filters on Measures Change from FC previous
  • The Scope of Analysis is not part of the
    measures aggregation
  • with WebI
  • Sales are filtered by Region, Customer and City
    (Results Objects Scope)

Webi 6.1 Advanced Filters
  • When combined with simple filters, Advanced
    filters enable more complex business questions

Results Objects for this Query
Show me all Cities, Stores and Revenue for
Countries WHERE Revenue gt 1m for the Year 2002
  • Such Filters are Impossible to do with simple
    Query Filters because they require a Sub-Query

Webi 6.1 Advanced Filters
  • Another example

Results Objects for this Query
Show me all Years, Products, Sales FOR
(City,Year) WHERE Units Sold gt 10,000
Again, Advanced filters enable Sub-Queries, i.e.
more complex business questions
Webi 6.1 SQL Subqueries
  • Advanced Filters change a filters aggregation
  • The SQL the query generates uses a subquery
  • Advanced filters can be nested as well

Advanced Filter with Two Objects and a simple
combination filter
Advanced Filter with an Advanced Filter embedded
(nested Advanced Filter)
Webi 6.1 Prompts List of Values
  • Prompts Used with query filters (not report

Prompt with previously selected values
Select default values that report viewers will see
Webi 6.1 Prompts List of Values
  • 2 different types of prompts
  • Defined in the query itself (are prompted first)
  • Defined in Universe (in objects, join, Custom
    List of Values these are prompted after Query
  • Prompts Report creators can define prompts
    order for prompts defined in the query panel
  • 1st Country, 2nd Region, 3rd City, then Store
  • Expected format (Date Number) helps ease-of-use
  • Any operator (e.g. except, isnull, etc) can be
    used to define a prompt

Webi 6.1 Prompts List of Values
  • List of Values features
  • LOV are used both during Report Creation and also
    at Run-Time by report viewers
  • Custom List of Values can be predefined within
  • Single or multiple column
  • Full Compatibility with Designer 5.x
  • Nested LOV (or cascading prompting) enables a
    user-oriented workflow
  • Plus new extra features oriented performance

Webi 6.1 Prompts List of Values
  • List of Value Enhancements
  • Ascending/Descending sorts
  • Search values (wildcards)
  • Uses batch display to increase performance time
    for very large lists

Webi 6.1 Prompts List of Values Browsing
  • Browse List of Values by Batch
  • Allow to handle very huge LOV
  • The default batch size is a server parameter,
    allow to size according to the server
    configuration (default at 1,000)
  • The entire values of the LOV is cached during the
    user session (per document)

Webi 6.1 Prompts List of Values Sorting
  • Sorting the List of Values
  • Ascending, Descending sort
  • The batch display is still on, when sorting, the
    LOV is positioned to the first batch
  • For Custom LOVs, the sort is available for each

Webi 6.1 Prompts List of Values Searching
Without search
  • Search Values through a search pattern
  • Use to filter values (pattern matching)

With search
  • The batch display is still active even when
  • Results are batched to match the pattern

Webi 6.1 Query Panel Basic Prompt Workflow
  • At Design-Time

Filters can include many prompts
Users can define prompt order for the refresh
Webi 6.1 Query Panel Scope of Analysis
  • Scope of Analysis pane same as WebIntelligence
  • Define the scope either by levels (1,2,3) or
    create a custom Scope of Analysis

The Scope is deduced from the Results Objects and
the Hierarchies defined within the universe
Year, Product Family, Country are in the Results
Objects (white). Objects in Gray are the extended
Webi 6.1 Query Panel Query Properties
Query Properties available in the second tab
  • Limits
  •  Max rows retrieved  limits the data in the
  •  Max retrieval time  limits the execution time
    of the query (in seconds)
  • Data
  • Retrieve duplicate rows Checked by default
  • Security
  • Allow other users to edit the query Checked by
  • Prompt Order (refer to Prompt chapter)
  • Context
  • Reset contexts on refresh contexts will be
    prompted for each refresh. If Checked, the preset
    contexts are reused without prompt during refresh
  • Clear Contexts allows to reset the preset list

Webi 6.1 Query Panel View SQL
  • Show the generated SQL
  • Displays mono- and multi-flow Synchronization,
    Join, Union, Intersection, Minus
  • Can copy and paste elsewhere

Business Intelligence Tools - Business Objects
Business Intelligence Tools - MS Excel
Business Intelligence Tools - Webi
Business Intelligence Tools - Cognos
Cognos http//