Chapter 5 BI Definitions and Concepts
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Learning Objectives and Learning Outcomes
Learning Objectives BI Definitions & Concepts 1. BI Framework a) To understand the BI framework Learning Outcomes
2. Data Warehousing concepts and its role in b) To be able to apply best BI practices in BI/DW 3. BI Infrastructure Components BI Process 4. BI Technology
5. BI Roles & Responsibilities
6. Business Applications of BI 7. Best practices in BI/DW
Session Plan
Lecture time Q/A
: 90 minutes approx. : 15 minutes
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Agenda
BI Framework Business Layer Administration and Operation layer Implementation layer Who is BI for? The growing Business Intelligence market Type of BI users Casual Users Power Users BI Applications BI roles and responsibilities BI DW Best practices Open source BI Tools Popular BI tools
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
BI Framework
Business Requirement BI Architecture
Data Resource Administration
Data Warehousing
Program Management
Data Sources
Data Acquisition, Cleaning & Integration
BI & DW Operations
Development
Data Stores
Information Services Information Delivery
Business Analytics
Business Applications Business Value
Source: TDWI
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Business Layer
BUSINESS REQUIREMENTS
BUSINESS VALUE
BUSINESS LAYER
PROGRAM MANAGEMENT
DEVELOPMENT
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Business Layer
Business requirements: The requirements are a product of three steps of a process that includes: Business drivers (the impulses that initiate the need to act). Examples: changing workforce, changing labor laws, changing economy, changing technology, etc. Business goals (the targets to be achieved in response to the business drivers). Examples: increased productivity, improved market share, improved profit margins, improved customer satisfaction, cost reduction, etc. Business strategies (the planned course of action that will help achieve the set goals). Examples: outsourcing, global delivery model, partnerships, customer retention programs, employee retention programs, competitive pricing, etc.
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Business Layer
Business Value: Business value can be measured in terms of ROI (Return on Investment), ROA (Return on Assets), TCO (Total Cost of Ownership), TVO (Total Value of Ownership), etc. Program management: It is the component that ensures people, projects and priorities work in a manner in which individual processes are compatible with each other; so as to ensure seamless integration and smooth functioning of the entire program. Development: The process of development consists of database/datawarehouse development (consisting of ETL, data profiling, data cleansing and database tools), data integration system development (consists of data integration tools and data quality tools) and business analytics development (about processes and various technologies used).
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Explain
Explain the terms ROI, ROA, TCO and TVO giving appropriate examples
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Administration and Operation Layer
BI ARCHITECTURE
BI AND DW (DATA WAREHOUSE) OPERATIONS
ADMINISTRATION AND OPERATION LAYER
DATA RESOURCE ADMINISTRATION
BUSINESS APPLICATIONS
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Administration and Operations Layer
BI Architecture
DATA Should follow design standards Must have a logically apt data model Metadata should be of high standard
INTEGRATION
Performed according to business semantics and rules During integration, certain processing standards have to be followed Data must be consistent
Information derived from data that has been integrated should be usable, findable and as per the requirements
INFORMATION
TECHNOLOGY
Technology used for deriving information must be accessible Also, it should have a good user-interface Should support analysis, decision support, data and storage management
Consists of different roles and responsibilities, like management, development, support and usage roles
ORGANIZATION
Administration and Operations Layer
BI and DW operations: Data warehouse administration requires the usage of various tools to monitor the performance and usage of the warehouse, and perform administrative tasks on it. Some of these tools would be:
Backup and restore Security Configuration management Database management
Data resource administration: Involves data governance and metadata management. Data governance is a technique for controlling data quality, which is used to assess, improve, manage and maintain information. It helps to define standards that are required to maintain data quality. The distribution of roles for governance of data is as follows:
Data ownership Data stewardship Data custodianship
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Administration and Operations Layer
Metadata management: Metadata is data about data. Metadata can be divided into four groups: Business metadata Process metadata Technical metadata Application metadata
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Answer a Quick Question
Given your understanding of RDBMS, explain metadata with an example
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Administration and Operations Layer
Metadata Management
Business Metadata
Data definitions Metrics definitions Subject models Data models Business rules Data rules Data owners/stewards, etc.
Process Metadata
Source/target maps Transformation rules Data cleansing rules Extract audit trail Transform audit trail Load audit trail Data quality audit etc.
Technical Metadata
Data locations Data formats Technical names Data sizes Data types Indexing Data structures etc.
Application Metadata
Data access history: Who is accessing? Frequency of access? When accessed? How accessed? etc.
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved. 15
Explain
Explain the various types of metadata with appropriate examples
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Implementation Layer
DATA WAREHOUSING
INFORMATION SERVICES
DATA SOURCES
DATA ACQUISITION, CLEANING AND INTEGRATION
INFORMATION DELIVERY DATA STORES
BUSINESS ANALYTICS
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Implementation Layer
Data Source in New York
Data Warehouse
Data Source in Washington
Extract Clean Transform Load Refresh
Query/ Report/ Analysis
Data Source in Philadelphia
Data Source in Chicago
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Implementation Layer
Information services: It is not only the process of producing information; rather, it involves ensuring that the information produced is aligned with business requirements and can be acted upon to produce value for the company. Information is delivered in the form of KPIs, reports, charts, dashboards or scorecards, etc., or in the form of analytics. Data mining is a practice used to increase the body of knowledge. Applied analytics is generally used to drive action and produce outcomes.
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Answer a Quick Question
Is BI only for managers?
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Who is BI for?
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Types of BI Users
Type of user Casual users/ Information consumers Executives, managers, customers, suppliers, field/operation workers, etc. Information consumers Tailor made to suit the needs of their respective role Pre-defined reports/dashboards Data warehouse/Data Marts Power users/Information producers SAS, SPSS developers, administrators, business analysts, analytical modelers, IT professionals, etc. Information producers Ad hoc/exploratory
Example of such users
Usage Data Access
Tools Sources
Advanced Analytical/ Authoring tools Data Warehouse/Data Marts (both internal and external)
BI Applications
BI applications can be divided into: Technology solutions DSS EIS OLAP Managed Query and Reporting Data Mining Business Solutions Performance Analysis Customer Analysis Market Place Analysis Productivity Analysis Sales Channel Analysis Behavioral Analysis Supply Chain Analysis
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Explain
Explain giving suitable examples: Performance analysis, Customer analysis, Marketplace analysis, Productivity analysis and Sales Channel analysis
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
BI Roles and Responsibilities
Program Roles
Project Roles
Business Manager
BI Program Manager BI Data Architect BI ETL Architect BI Technical Architect Metadata Manager BI Administrator BI Business Specialist BI Project Manager Business Requirements Analyst Decision Support Analyst BI Designer ETL Specialist Data Administrator
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
BI DW Best Practices
The list of best practices is adapted from an article TDWIs FlashPoint e-newsletter of April 10, 2003. Practice User First Design Create New Value Attend to Human Impacts Focus on Information and Analytics Practice Active Data Stewardship Manage BI as a long term investment Reach out with BI/DW solutions Make BI a business Initiative Measure Results Attend to strategic Positioning
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Do It exercise
Visit www.tdwi.org to read more about BI DW best practices
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Open Source BI Tools
RDBMS
MySQL, Firebird Pentaho Data Integration (formerly called Kettle), SpagoBI Weka, RapidMiner, SpagoBI
ETL Tools
Analysis Tools Reporting Tools/Ad Hoc Querying/Visualization
Pentaho, BIRT, Actuate, Jaspersoft
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
Popular BI Tools
AB INITIO 3.0.2 INFORMATICA 9
NCR TERADATA 13
MICROSTRATEGY 9
SPOTFIRE (TIBCO) 3.2.x
SAS 9.2
MICROSOFT SQL SERVER 2008 SSIS 2008 SSRS 2008 SSAS 2008
SAP SYBASE IQ
SAP
BUSINESS OBJECTS 5.x
ORACLE ORACLE 11G R2 ORACLE WAREHOUSE BUILDER SIEBEL 8.1 HYPERION 11.1.3
IBM
NETEZZA 4.6, DB2
DATASTAGE 8.5 BIRT PENTAHO
COGNOS v10
SPSS 9
RAPIDMINER WEKA
MYSQL ETL, DATA INTEGRATION OLAP,
DATA WAREHOUSING
DBMS
REPORTING,
AD HOC QUERYING
ANALYSIS
ANALYTICS, VISUALIZATION, MINING
Back End
BI Functions
Front End
Summary please
Ask a few participants of the learning program to summarize the lecture.
Fundamentals of Business Analytics RN Prasad and Seema Acharya Copyright 2011 Wiley India Pvt. Ltd. All rights reserved.
