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Microsoft SQL Server 2008: Business Intelligence End to End with SQL Server 2008 R2 and SharePoint 2010

Course Code: SQLBI10      Days: 5
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Course Overview

Business intelligence solutions provide the infrastructure that enables users at all levels of a business to make better decisions based on more accurate and up-to-date information. This workshop focuses on teaching IT professionals the best practices and skills required to successfully design, build and operate a business intelligence solution using SQL Server 2008 R2 Integration Services, Analysis Services, Reporting Services, performancePoint Monitoring/Analytics and ProClarity.

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Audience

This workshop - style course is designed for IT professionals who are interested in learning how to implement Business Intelligence solutions on the Microsoft BI Stack. Basic knowledge of common business requirements for a BI solution is assumed and some experience with SQL Server is required.

Prerequisites

  • Basic knowledge of Business Intelligence
  • Knowledge of relational database systems
  • Delegates will gain the most from this course if they are experienced with SQL Server database to the level of Microsoft course M2779 or M6232. However, as minimum requirement, delegates should have a good working knowledge of T-SQL to level of M50027 or M2778

Course Outline

  • Module 1 : Business Intelligence Overview
  • Module 2 : Designing Business Intelligence Solution
  • Module 3 : Creating the Data Warehouse (SQL)
  • Module 4 : Loading the Data Warehouse (SSIS)
  • Module 5 : Creating the Analysis Cube (SSAS)
  • Module 6 : Enhancing the Analysis Cube (SSAS)
  • Module 7 : Producing the User Interface
  • Module 8 : Creating reports with Reporting Services (SSRS)
  • Module 9 : Creating dashboards with Excel PowerPivot
  • Module 10 : Creating dashboards with PerformancePoint Services

Module 1 : Business Intelligence Overview

This module will introduce the course concepts and the Microsoft Business Intelligence stack (Line-of-business -> SSIS -> Data Warehouse -> SSAS -> SSRS / ProClarity / PerformancePoint / SharePoint).

Includes a discussion of the BI burger.

Sections

Define terms and products

  • Business intelligence (BI)
  • Extract Transform and Load (ETL)
  • SQL Server Integration Services (SSIS)
  • SQL Server Analysis Services (SSAS)
  • SQL Server Reporting Services (SSRS)
  • PerformancePoint Services for SharePoint
  • ProClarity
  • SharePoint
  • Master Data Management (MDM)

Evaluating BI requirements

  • Phased delivery

Documenting requirements

  • High level requirements i.e. reports / scorecards / charts / analytical data

Demonstrations

  • Examine a sample requirement and identify which products are best suited to the requirement.
  • Examining a sample requirement
    • Identify source data systems
    • Identity collisions / overlap from source data systems
    • Discuss ways of joining data (i.e. MDM)
    • Identify destination requirements i.e. reports, scorecards and charts
    • Identify transformations required for making data the correct format and data type.

Labs

Identify software requirements for solutions

  • Three business requirements that the delegates need to identify which Microsoft products are needed to fulfil requirement
    • Group exercise (2-3 per team)
    • Notes about assumptions and decisions to be made during exercise
    • Show and tell (if appropriate to class)

Module 2 : Designing Business Intelligence Solution

Sections

  • Reviewing requirements
    • Identify each products role in the BI solution
  • Discuss whether to use a staging database
  • Discuss use of slowly changing dimensions (SCD)
  • Introduce temporal / rapidly changing dimensions (RCD)
  • Discuss use of surrogate keys
  • Discuss data warehousing techniques
  • Discuss timely delivery of data from source to destination (daily, hourly, real-time)
  • Discuss data warehouse schema design with advantages and disadvantages
    • Star
    • Snowflake
    • Normalised
    • Combination
  • Discuss designing a time dimension
    • Surrogate key

References

  • Ralph Kimball
    • Data Warehouse Design
  • Richard T Snodgrass
    • Temporal Databases / RCD

Demonstrations

  • Design a simple data warehouse using 4-5 tables (1 fact)
  • Design a time dimension

Labs

  • Documentation of requirements
  • Map source data onto output requirements
  • Flow of data from line of business to user interface

Module 3 : Creating the Data Warehouse

Sections

  • Table design
    • Partitioned tables
    • Primary and foreign keys
    • Data types
    • Logging and error tables
  • Index considerations
    • Clustered
    • Non-clustered
    • Disabling and rebuilding indexe

References

  • Ralph Kimbal

Demonstrations

  • Create base objects
  • Create partitioned tables (using multiple file groups for the fact table)
  • Index maintenance

Labs

  • Create data warehouse database
  • Create the dimension tables
  • Create the fact tables with partitioning
  • Create logging and error recording tables
  • Create indexes on the fact and dimension tables

Module 4 : Loading the Data Warehouse

Sections

  • SSIS basics
    • Packages
    • Control Flow
    • Data Flow
    • Transformations
    • Data Sources
    • Data Destinations
  • Configurations
  • Logging
  • Lookups
  • Fast-load and table partitioning
  • Using switch and merge
  • Late arriving data
  • Change Data Capture (CDC - SQL 2008 sources only)
  • Package design
  • Transactions
  • Checkpoints

Demonstrations

  • SSIS package basics
    • Control flow
    • Data flow
    • Logging
    • Control flow
    • Execute SQL task
    • Caching task
    • Data flow task
    • Transformations
    • Change data capture (CDC)
    • Logging
    • Configuration
    • Variables
    • o Lineage

Labs

  • Design and create a SSIS package structure
  • Design the dimension load process using slowly changing dimension transformation (SCD)
  • Add control and data flow items
  • Use SSIS for lineage, logging, configurations and variables
  • Create data flow for each dimension table
  • Create data flow for each fact table

Module 5 : Creating the Analysis Cube

Sections

  • Data source views
    • Friendly names
    • Relationships
    • Calculated columns
    • Named queries
  • Dimensions
    • Time
    • Parent-Child
    • Multiple table (snowflake)
    • Unary Operator
  • Dimension Attributes
    • Key values and display values
    • Attribute relationships
  • Measures
    • Data type design
    • Aggregations (Additive / Semi-Additive / Non-Additive)
  • Cubes
    • Producing the base cube
    • Dimensions usage and relationships
  • Best practice warnings

Demonstrations

  • Create a catalog database
  • Create a data source (DS)
  • Create a data source view (DSV)
    • o Add named query
    • o Add calculated column (full name, quarter with year, month with year)
  • Create dimensions
    • Time
    • Product-> Product Subcategory -> Product Category
    • Geography
    • Customers
    • Resellers

Labs

  • Designing dimensions for usability to required design
  • Design cube using dimensions
  • Set properties for measures

Module 6 : Enhancing the Analysis cube

Sections

  • Cubes
    • Calculated measures
    • Calculated members
    • Names sets (Dynamic / Static)
    • Key Performance Indicators (KPI)
    • Perspectives
    • Actions
    • Partitions
    • Storage design
    • Designing aggregations
    • User-based optimisation (UBO)
    • Partition slice alignment
    • Security Roles
    • o Processing design

Demonstrations

  • One per item in section above

Labs

  • Create calculated measures (profit, profit%)
  • Create calculated members (total sales amount)
  • Create named sets (Europe : {[France],[UK],[Germany]})
  • Create KPI (profit%> 30%)
  • Create actions (Drillthrough)
  • Design partitions to correlate to the table partitioning and slices
  • Design perspectives for Internet and Reseller sales departments
  • Implement security roles for Internet and Reseller departments
  • Update SSIS control flow to include processing for SSAS dimensions and cubes

Module 7 : Producing the User Interface

Sections

  • Best Tool for the job
  • Infrastructure design
  • Where to use SSRS , PAS, PerformancePoint

Module 8 : Creating reports with Reporting Services

Sections

  • Show differences between BIDS and Report Builder 2.
  • Creating a report
  • Tools
    • Tablix
    • Gauges
    • Charts
  • Related reports
  • Parameters
  • Deploying
    • Standalone SSRS
    • SharePoint Integrated

References

  • Stephen Few
    • Show Me The Numbers
  • Edward Tufte
    • Quantitative Evidence

Demonstrations

  • Create a report using a tablix that shows sales by product category for a particular region (parameterised).
  • Create a report that holds a bar chart showing sales by regions
  • Link bar chart report to tablix report passing the selected region as a parameter.

Labs

  • Create a report to show sales for regions compared to last year
    • Allow drillable (region -> country -> city)
    • Use groups and Tablix
    • Create simple gauge report for sales this year against last year's sales (+10%) by region
    • Create a report for sales per product by country (parameterised) for link to SSAS action and implement as action (PDF format)

Module 9 : Creating dashboards with Excel PowerPivot

Sections

  • Describe positioning of Microsoft PowerPivot
  • Designing pages
  • Saving and publishing PowerPivot views
  • Introduce slicers

References

  • Stephen Few
    • Show Me The Numbers
  • Edward Tufte
    • Quantitative Evidence

Demonstrations

  • Produce a variety of views such as chart, grid, Performance map, perspective and decomposition tree.
  • Demonstrate creating a slicer using the background

Labs

  • Excel Powerpivot working with multiple sources (SSAS, text file and Access)

Module 10 : Creating dashboards with PerformancePoint Services

Sections

  • Dashboard design best practice
  • Data Sources
  • Reports
    • Analytic Chart
    • Analytic Grid
    • SSRS Report
    • ProClarity Page
    • Scorecard
    • Strategy Map
  • Dashboard
    • Filters
    • Relating published elements
    • Deploying to SharePoint Services (WSS or MOSS)

References

  • Stephen Few
    • Dashboard Design
    • Show Me The Numbers
  • Edward Tufte
    • Quantitative Evidence

Demonstrations

  • Create each of the elements and deploy to SharePoint

Labs

  • Show dashboard design to best practice (ref. Stephen Few "Information Dashboard Design")
  • Create a data source from SSAS cube created earlier
  • Create an analytic chart and grid, include parameters, for sales over time
  • Create a KPI for sales against last year
  • Create a scorecard using the KPI and include multiple target columns for target, score and indicator
  • Create a summary dashboard holding overview reports and scorecard
  • Introduce filters into the dashboards and relate published reports to filters
  • Publish dashboards to SharePoint
 
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