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ELEMENTARY TO INFORMATION
MANAGEMENT
Presented by Kelvin Chan
IM01: Business Intelligence
Introduction
• Business Intelligence (BI) is one of sub-category of Information Management (IM)
• IM is one of the sub-category of Management Information System (MIS)
What is Information Management?
• How to collect Daily Transaction Record• How to store Daily Transaction Record• How to manipulate Daily Transaction Record• How to process Data as Information• How to use Information• How to manage Business Glossary• How to relate Daily Transaction Record to other Metrics
and Business Perspectives
What are the functions of IM?
• Data Manipulation• Data Analysis• Data Warehousing• Data Cleansing• Data Profiling• Data Modeling
What is Business Intelligence?
• How to use the Product of Information Management in a Business and Strategic ways
Data (in technical aspect)
Information (in business aspect)
How to do better in Business Intelligence?
• As talked previously, BI is the way you use Data/Information• You must understand well what is your Business (eg.
Business Model and Business Process)• You must have a clear objective of applying BI at your
Organization (eg. Sales Forecast, Performance Management)• You must have a good Data Modeler that well-understand
your Business and transform it into Data Model
What is Data Modeling• In technical view, it is the Design of Database, Tables,
Fields, Data Type, Constraints, Optionality, Cardinality and Granularity, etc…
• In business view, we need to come across Business Process Mapping, treat Business Model and Business Process as Input Source, then do a technical step that we call it ETL to implement Data Consolidation and Extraction, and add the business logics to do the Data Transformation and Calculation, lastly feed them into Data Model (known as Data Loading) that we designed it previously for a specific purpose
Data Model
• A specific purpose, eg. Departmental need or Generic Purpose
• Sometime, Organizations may have more than one Data Model serving variety of business needs
• One typical exam: Finance Cube, Marketing Cube and Sales Cube may coexists
• In General, Data Warehouse will serve a Generic Purpose within Corporate Level while Data Mart will serve like Cube
Business Model to Data Model
Business Model to Data Model (Cont’d)
Transaction Detail
Store ID Trans. Date Trans Ref. Product No. Product Name Price
3013 2007-11-27 09390 088590917667 IPOD CL 80GB 259.83
3013 2007-11-27 09390 060538892509 PROTECTION PLAN 48.84
3013 2007-11-27 09390 088590918750 IPOD NANO 4GB 154.83
3013 2007-11-27 09390 060538892509 PROTECTION PLAN 48.84
3013 2007-11-27 09390 060958513348 PHILIPS 1GB LK 39.88
3013 2007-11-27 09390 060538892466 PROTECTION PLAN 29.84
Transaction Master
Store ID Trans. Date Trans Ref. Subtotal GST PST Total
3013 2007-11-27 09390 582.06 34.92 46.56 663.54
Physical Data Model
PK/FK Shop ID VARCHAR(4) NOT NULLShop Name VARCHAR(50) NOT NULL
Shop DimensionPK/FK Date DATE NOT NULL
Year VARCHAR(4) NOT NULLMonth VARCHAR(2) NOT NULLDay VARCHAR(2) NOT NULL
Date Dimension
PK/FK Product No. VARCHAR(12) NOT NULLProduct Name VARCHAR(50) NOT NULL
Product Dimension
PK/FK Transaction Reference VARCHAR(4) NOT NULLFK Transaction Date DATE NOT NULLFK Store ID VARCHAR(4) NOT NULL
Subtotal NUMBER(18,2) NULLGST NUMBER(18,2) NULLPST NUMBER(18,2) NULLTotal NUMBER(18,2) NULL
Transaction Master FactFK Transaction Date DATE NOT NULLFK Transaction Reference VARCHAR(4) NOT NULLFK Store ID VARCHAR(4) NOT NULLFK Product No. VARCHAR(12) NOT NULL
Price NUMBER(18,2) NULL
Transaction Detail Fact
1..1 1..1
1..1 1..1
1..1
1..n1..n1..n1..n
1..n
Popular BI Tools in the MarketBusiness Intelligence Tool VendorIBM Cognos BI IBMMicrostrategy MicrostrategyPentaho BI suite (open source) PentahoJasperSoft (open source) JasperSoftWebFOCUS Information BuildersMicrosoft Business Intelligence (Excel + SSRS + SSAS + MOSS) MicrosoftQlikView QlikTechSAS Enterprise BI Server SAS InstituteTableau Software Tableau SoftwareOracle Enterprise BI Server (OBIEE) OracleOracle Hyperion OracleBusinessObjects Enterprise SAPSAP NetWeaver BI (Powered by HANA) SAP
Important Considerations When Applying BI• What Data do you have?
– What are the Systems do populate such Data?• How is the Data Quality?
– Is it a Structured-Data?– Are there any Input Validations at your Systems?
• What is your Objectives of using BI?– Is it for Ad-Hoc Analysis?– Is it a Departmental Decision?– Is it just a Reporting Engine?
• What is your Budget for this BI Project?– Budget Plan should include both Project Implementation and on-
going Cost• What is your Target Scope of this BI Project?• When is your Expected Completion Date?• Will you train up your own BI Team?