Business Intelligence Guidebook
Business Intelligence Guidebook
Business Intelligence Guidebook
Business Intelligence Guidebook
From Data Integration to Analytics
by
Rick Sherman
www.biguidebook.com
Business Intelligence Guidebook – From Data
Integration to Analytics
www.biguidebook.com
November 2014
Imprint: Morgan Kaufmann
Print Book ISBN : 9780124114616
eBook ISBN : 9780124115286
Chapter 1
The Business Demand for Data,
Information and Analytics
Too much information
f01‐01
• Data Volume ‐ 90% world data created last 2 years.
• Data Variety – Time sensitive, Speedy, fraud detection
• Data Velocity – Various source and types of data
No water to drink, no information to consume
f01‐02
How BI, DW and DI fit together
f01‐03
• Five Cs
• Clean
• Consistent
• Conformed
• Current
• Comprehensive
Categorizing BI, DW and DI terminology
f01‐04
Industry Terms – Table 1.1
• Page 16 to 19
Chapter 2
Justifying BI: Building the
Business and Technical Case
Business Needs
• BI solution Qs: • Process:
• What business problems or opportunities • Review the organization’s business
are being addressed? initiatives
• Who will use it? • Data needs;
• business processes for analytics
• What are the anticipated business
benefits? • Enlist Bi sponsor(s) for funding
• Were there any prior BI initiatives that • Connect with all BI stakeholders
failed, and if so, why? • Data Analyst not only power user
• Identify business processes affected by BI
– business benefits
• Business measures & KPIs‐ Key performance
Indicator; not only reports & dashboards
• Document business benefits
• Else failed project, over budget, only reports
Business benefits matrix
f02‐01
Building the Technical Case:
Selecting product short‐list(s) workflow
f02‐02
Sell your Ideas
• Convince the Business Group • Convince the Technologists
• Time cost and resources • Technologies needed
• Long term investments • Short Product lists
• Easy and shortcuts issues – Excel • What's in it for me?
tools
Powerful sponsor – possibly CIO
BI Enthusiasm
• Assessment: • Output:
• Data and Data Quality • Organization’s current state
• 5Cs – Clean, Consistent, Conformed‐
Analyze data across common, sharable • BI success needs
dimensions, Current, Comprehensive
• Identify gaps
• Expertise and Experience
• Data Integration, DW, MDM, Analytics • Bridge the gap
• Analytical commitment
• Training the staffs, consultants involved
• Organizational and cultural change
• Financial & Resource commitment
• Total cost estimate
• Resources & people commitment
BI Project Scope, Plan & Budget
• Scope: Data Sources; New technologies; Business groups involved;
Document: objectives, users, assumptions, risks etc.
• Plan: Delivery vs time based; BI road map
• Budget: Labor, SW, Infrastructure & product cost, Support
Calculate benefits and Return on Investments (ROI)
• Changes happens because of the BI tools.
Approval !!!!
Chapter 3
Defining Requirements –
Business, Data and Quality
Requirements – stepwise refinement
To Design, Build, and implement BI solutions
f03‐01
Requirements by Subjects
Business Requirements: Data Requirements:
• High‐level business requirements • Data sources
• Business processes supported • Data conformance, consistency, and
• Business rules & metrics‐KPI currency
BI functional requirements: • Data integration
• Use cases • Data quality
• Process workflow & user interaction Regulatory & compliance requirements
• Analytical styles & functionality
• Country – USA Patriot Act; HIPAA
Technical Requirements
• Infrastructure standards
• Industry
• Technology directions • Privacy and security
Business participants: Sponsors, Stakeholders(Business users,
Roles: Data architect, Data modeler, SMEs: Data Sources, Apps used for business processes, Current
ETL designer, BI designer Reporting tools, Infrastructure & services), users of BI
Defining requirements workflow
f03‐02
Chapter 4
Architecture Framework
The four architecture categories
Detailed in Chapters 5,6,7
f04‐01
Enterprise data warehouse(EDW) Architecture
f04‐02
Data architecture workflow – Newer Architecture
f04‐03
BI data architecture – roles of data systems
f04‐04
BI technical architecture
f04‐05
BI technical architecture categories – New
f04‐06
BI analytical Tools
f04‐07
Data warehouse and BI data store layer
f04‐08
Data integration layer
f04‐09
Data sources layer
f04‐10
Evolution of data technology BI over time
f04‐11
Metadata – Data about Data
• Description of the data as it created, transformed, stored, accessed,
and consumed in the enterprise.
• Technical: ETL tools field definitions, mapping between sources and
targets, transformations, workflows; BI tools describing fields and
reports; DB domains(format, size, etc.)
• Business: inventory turns, weekly sales, budget reports, business
descriptions; Example: CUNY headcount
Security & privacy : What, Who, Why, How Disaster Recovery
Page:84; Table: 4.2: Summary of Architecture Action Plan
Chapter 5
Information Architecture
Information Architecture Qs
Data integration framework (DIF) information
architecture
f05‐01
Data preparation process
f05‐02
Data franchising processes
f05‐03
Used for:
• Referential integrity • Query selection criteria
• Lookups and cross‐maps • Aggregations
• Business transformation • Report value bands
• Business metric calculation
BI tool components
f05‐04
BI interface analytical styles
f05‐05
Data management processes
f05‐06
Blended BI environment
f05‐07
Master Data Management(MDM)
• Find the problem areas
• Assess A solution