1. Event Title Event Date

3. Module 01 - Microsoft Business Intelligence Strategy Overview Name Title Microsoft Corporation

4. Disclaimer The information contained in this slide deck represents the current view of Microsoft Corporation on the issues discussed as of the of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the of publication. This slide deck is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this slide deck may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this slide deck. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this slide deck does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, email address, logo, person, place or event is intended or should be inferred. © 2008 Microsoft Corporation. All rights reserved. Microsoft, SQL Server, Office System, Visual Studio, SharePoint Server, Office PerformancePoint Server,.NET Framework, ProClarity Desktop Professional are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. 4

5. Module Overview Defining Business Intelligence Introducing the Microsoft BI Platform Introducing the BI Developer’s Toolset Introducing the Adventure Works Cycles Company 5

6. Defining Business Intelligence Understanding Business Intelligence Applying Business Intelligence Addressing Common Business Problems Integrated Reporting and Analytics 6

7. Understanding Business Intelligence 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 BI applications include the activities of decision support, query and reporting, online analytical processing (OLAP), statistical analysis, forecasting, and data mining 7

8. Understanding Business Intelligence Or put simply… 8 It is the application of knowledge derived from analyzing an organization’s data to effect a more positive outcome

9. Applying Business Intelligence BI is used to… −Understand the health of the organization −Collaborate on a shared view of business drivers −Reduce the time to decision Its goal is often to… −Impact the bottom line by measuring specific operations −Enhance competitive advantage 9 BI is no longer a luxury afforded by a few large companies—it is now considered an essential part of the IT portfolio

10. Addressing Common Business Problems Common Business Questions Common Information Problems Common Information Requirements 10

11. Common Business Questions How are the sales territories performing? How are the sales people performing? Which customers are likely to buy from us? What products do our customers buy together? 11 What data-related problems might arise when answering these questions?

12. Common Information Problems Organizations have large volumes of related data stored in a variety of data systems, often in different formats Data systems may not… −Be optimized for analytical queries −Contain all the data required by design or by time −Manage historical context −Be available or accessible Employees may not have sufficient skills, tools, or permissions to query data systems Systems may not have universal definitions 12

13. Common Information Requirements Decision makers need −Reliable, secure access to data to do their job effectively −Flexibility in the ways they access data −Tools to browse and analyze data and view reports −Low time-to-impact; low latency query results 13

14. Delivering Information to Decision Makers

15. Business Intelligence Solution Scenarios Operational Reporting −Provides improved access to existing data from operational systems Business Process / Activity Management −Provides improved analysis and reporting capabilities for specific business processes or activities Data Mart / Integrated Reporting and Analytics −Provides improved tools and access to business users of an application to enhance its value by improving decision making Enterprise Data Warehousing / Information Management −Provides comprehensive integration of critical information across the enterprise. Breaks down the barriers between applications. 15

16. Integrated Reporting and Analytics Data Sources Staging Area Manual Cleansing Data Marts Data Warehouse Client Access 1: Clients need access to data 2: Clients may access data sources directly 3: Data sources can be mirrored/replicated to reduce contention 4: The data warehouse manages data for analyzing and reporting 5: Data warehouse is periodically populated from data sources 6: Staging areas may simplify the data warehouse population 7: Manual cleansing may be required to cleanse dirty data 8: Clients use various tools to query the data warehouse 9: Delivering BI enables a process of continuous business improvement 16

17. Source Systems Process real-time transactions Contain data structures optimized for modifications −Normalized schema −Minimal indexing strategy Usually provide limited decision support Are commonly referred to as: −Online transaction processing (OLTP) systems −Operational systems HR Finance Inventory 17

18. Silos of Data Data Warehouse Call Center Web Apps Inventory ERPHR Finance CRM 18

19. Data Warehouse Characteristics Data warehouse systems… −Present data for business analysis processes −Commonly store data in subject-specific stores called data marts −Contain structures optimized for rapid ad hoc information retrieval −Combine valid source data −Integrate data from heterogeneous source systems −Provide a consistent historical data store 19

20. Extract, Transform, and Load 1. Extract data from the source systems 2. Transform the data to convert it to a desired state 3. Load the data into the data warehouse ETL 20

21. Analytical Systems Multidimensional databases are also called online analytical processing (OLAP) databases and… −Contain structures optimized for rapid ad hoc information retrieval −Pre-calculate and store aggregated values −Include calculation engines for fast, flexible transformation of base data −Are designed to reveal business trends and statistics not directly visible in the data retrieved from a data warehouse Data mining models discover patterns in data, typically for prediction analysis SalesFinance Product Association 21

22. Client Access Client access and distribution mechanisms can include: −Static report viewers and browsers −Ad hoc query tools −Report writers −Modeling applications −Scorecard applications −Portals and dashboards Delivering data is a process of continuous business improvement: −Monitor −Analyze −Plan What happened? What is happening? Why? What will happen? What do I want to happen? 22

23. Introducing the Microsoft BI Platform Microsoft’s BI Strategy and Vision The Microsoft BI Platform Microsoft SQL Server 2008 Microsoft Office 2007 23

24. Microsoft’s BI Strategy and Vision To improve organizations by providing business insights to all employees, leading to better, faster, more relevant decisions Microsoft has a long-term commitment to delivering a complete and integrated BI offering SQL Server has led innovation in the BI space for more than a decade There is widespread delivery of intelligence through Microsoft Office The platforms are enterprise-grade and affordable 24

25. Enterprise Grade Pervasive Integrated Flexible Full Featured Interoperable Extensible Data Platform Information Worker Platform Microsoft BI Platform Integration Powerful Cost Effective Fast Time-to-Market Choice of Integration Points 25 Performance Management Integrated BI Solution

26. Microsoft SQL Server 2008 SQL Server 2008 BI Platform SQL Server 2008 Editions 26

27. SQL Server 2008 BI Platform Data acquisition from source systems and integration Data transformation and synthesis Data enrichment, with business logic, hierarchical views Data discovery via data mining Data presentation and distribution Data access for the masses Integrate Analyze Report 27

28. SQL Server 2008 Editions Enterprise −Offers high levels of scalability and availability −Includes 64-bit support −Includes the BI platform Standard −Affordable option for small and medium-sized organizations −Includes 64-bit support −Includes the BI platform −Does not include some advanced analytical components 28

29. SQL Server 2008 Editions Workgroup −Suitable for small organizations −Includes Reporting Services only Express −A free, easy-to-use, lightweight version −Does not include the BI platform −Local reporting with SSRS only Compact −A free, limited functionality in-process version −Ideal for mobile devices or low-footprint applications with no multi- user requirements 29

30. Microsoft Office 2007 Microsoft Office Excel 2007 Microsoft Office SharePoint Server 2007 Microsoft Office PerformancePoint Server 2007 30

31. Microsoft Office 2007 The Microsoft Office system includes programs, servers, services, and solutions designed to work together to help address a broad array of business problems These products… −Now play a major role in realizing Microsoft’s BI vision −Are designed to help information workers easily find, analyze, and more securely share business information within Microsoft Office 2007, leading to faster and more informed decisions 31

32. Microsoft Excel 2007 The core spreadsheet capabilities have been dramatically enhanced to enable users to analyze, communicate, and manage information Provides full support for Microsoft SQL Server 2008 Analysis Services New server technology for secure and controlled sharing of spreadsheets −Publish spreadsheets to SharePoint document libraries −Maintain a “single version of the truth” while still sharing spreadsheets −Protect confidential and proprietary information 32

33. Microsoft Office SharePoint Server 2007 Manages content and business processes Improves business insight −Present business-critical information in one central location −Centralized Report Center sites give users a single place to find the latest spreadsheets, reports, or KPIs −Share business data broadly while helping to protect sensitive information −Excel Services running on Office SharePoint Server 2007 provides access to data and analytics in real-time, interactive Microsoft Office Excel spreadsheets from a Web browser Simplifies internal and external collaboration 33

34. Microsoft Office PerformancePoint Server 2007 A complete and integrated performance- management application that includes −Monitoring: Advanced Scorecards −Analytics: Next generation of ProClarity technology −Planning: A powerful environment for budgeting, and forecasting that targets business users Enables companies to more effectively plan and manage their business 34

35. Introducing the BI Developer’s Toolset Business Intelligence Development Studio SQL Server Management Studio Books Online 35

36. Business Intelligence Development Studio Fully integrated development environment (IDE) built on top of Visual Studio 2008 Ships with SQL Server 2008 Used for creating all SQL Server BI solutions Includes additional project types specific to SQL Server 2008 BI Each project type supplies templates for creating the objects required for BI solutions and provides a variety of designers, tools, and wizards to work with the objects. 36 The IDE is commonly referred to as BIDS

37. SQL Server Management Studio Integrated environment for accessing, configuring, managing, administering, and developing all components of SQL Server −Supports most administration tasks −Can register, explore, configure, and query server instances: −Database Engine −Analysis Services −Reporting Services −SQL Server Mobile −Integration Services −Can script many of the services’ objects 37

38. Books Online Primary documentation for SQL Server Includes the following types of information −Setup and upgrade instructions −Information about new features and backward compatibility −Conceptual descriptions of the technologies and features −Procedural, “how to” topics −Tutorials that guide you through common tasks −Reference documentation for graphical tools, utilities, programming languages, and APIs Review the latest online version at −technet.microsoft.com/en-us/library/bb543165(sql.100).aspx 38

39. Introducing the Developer Tools

40. Introducing the Adventure Works Cycles Company Company Background Sample Databases 40

41. Company Background Fictitious company on which the AdventureWorks sample databases and tutorials are based Represents a large, multinational manufacturing company Manufactures and sells metal and composite bicycles to North American, European, and Asian commercial markets 41

42. Sample Databases AdventureWorks2008 OLTP database Realistic design and data Includes these schemas: −Human Resources −Person −Production −Purchasing −Sales AdventureWorks AdventureWorksDW2008 Contains a subset of the OLTP database tables Modeled to support OLAP and DM scenarios Includes two subject areas Finance Sales Analysis Services database Sourced from the AdventureWorks DW2008 database Contains DM models 42 Obtain samples from www.codeplex.com/MSFTDBProdSamples

43. Introducing the Adventure Works Databases

44. Resources SQL Server 2008 Books Online, msdn2.microsoft.com/ en-us/library/bb543165(sql.100).aspx The Microsoft Data Warehouse Toolkit by Joy Mundy, Warren Thornthwaite, and Ralph Kimball The Data Warehouse Lifecycle Toolkit, 2 nd Edition by Ralph Kimball, et al. PerformancePoint Server TechCenter, technet.microsoft.com/en-us/ office/performancepoint 44

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46. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.