jump start to sql server BI.pdf
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Aelita.Exchange.01_
IT
Pro
SERIES
A
Jump Start
to
SQL Server BI
Don Awalt
Larry Barnes
Alexei Bocharov
Herts Chen
Rick Dobson
Rob Ericsson
Kirk Haselden
Brian Lawton
Jesper Lind
Tim Ramey
Paul Sanders
Mark D. Scott
David Walls
Russ Whitney
Books
i
Contents
Section I: Essential BI Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1: Data Warehousing: Back to Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
By Don Awalt, Brian Lawton
Common Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Establishing a Vision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Defining Scope . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
The Essence of Warehousing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
The Rest Is Up to You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Chapter 2: 7 Steps to Data Warehousing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
by Mark D. Scott, David Walls
Step 1: Determine Business Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Step 2: Collect and Analyze Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Step 3: Identify Core Business Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Step 4: Construct a Conceptual Data Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Step 5: Locate Data Sources and Plan Data Transformations . . . . . . . . . . . . . . . . . . 8
Step 6: Set Tracking Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Step 7: Implement the Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Chapter 3: The Art of Cube Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
By Russ Whitney, Tim Ramey
Designing a Sales-Forecasting Cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Providing Valid Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Chapter 4: DTS 2000 in Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
By Larry Barnes
Introducing the Create FoodMart 2000 Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Initializing Global Variables and the Package State . . . . . . . . . . . . . . . . . . . . . . . . . 16
Preparing the Existing Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Creating the FoodMart Database and Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Change Is Good . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Chapter 5: Rock-Solid MDX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
By Russ Whitney
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A Jump Start to SQL Server BI
Chapter 6: XML for Analysis: Marrying OLAP and Web Services . . . . . . . . . . . . . 45
By Rob Ericsson
Installing XMLA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Using XMLA: Discover and Execute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Getting Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
A Convenient Marriage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Chapter 7: Improving Analysis Services Query Performance . . . . . . . . . . . . . . . 57
By Herts Chen
Traffic-Accident Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Queries and Bottlenecks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Usage-Based Partitioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Partition Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Guidelines for Partitioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Chapter 8: Reporting Services 101 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
By Rick Dobson
Installing Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Creating Your First Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Creating a Drilldown Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Deploying a Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Viewing Deployed Solution Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Beyond the Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Section II – BI Tips and Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Improve Performance at the Aggregation Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Using Children to Automatically Update Products . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Saving DTS Information to a Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Intelligent Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Techniques for Creating Custom Aggregations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Using Loaded Measures to Customize Aggregations . . . . . . . . . . . . . . . . . . . . . . . . . 76
Caution: Large Dimensions Ahead . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Decoding MDX Secrets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Improve Cube Processing by Creating a Time Dimension Table . . . . . . . . . . . . . . . . 78
Transforming Data with DTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Supporting Disconnected Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Dependency Risk Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Choosing the Right Client for the Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Using Access as a Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Calculating Utilization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Use Member Properties Judiciously . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Get Level Names Right from the Get-Go . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Aggregating a Selected Group of Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Determining the Percentage of a Product’s Contribution . . . . . . . . . . . . . . . . . . . . . . 86
iii
Avoid Crippled Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Setting OLAP Cube Aggregation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Use Views as the Data Source . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Enter Count Estimates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Using Dynamic Properties to Stabilize DTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Leave Snowflakes Alone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Create Grouping Levels Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Understand the Role of MDX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Using NON EMPTY to Include Empty Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Formatting Financial Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Analyzing Store Revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Use Counts to Analyze Textual Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Consolidation Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Working with Analysis Services Programmatically . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Filtering on Member Properties in SQL Server 7.0 . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Improving Query Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Using SQL ALIAS for the AS/400 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Setting Up English Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
When Do You Use Web Services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
The Security Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Section III – New BI Features in SQL Server 2005 . . . . . . . . . . . . . . . . . . 98
Chapter 1: Building Better BI in SQL Server 2005 . . . . . . . . . . . . . . . . . . . . . . . . 99
How are SQL Server 2005’s BI enhancements meeting Microsoft’s goals for
serving the BI community? And how long has your team has been working on
these enhancements? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
What kind of feedback have you been getting from beta testers, and which
features are they most enthusiastic about? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
According to news reports, Microsoft and some large customers have deployed
SQL Server 2005 Beta 2 in production environments. What is your recommendation
for deploying Beta 2 and running it in production? What caveats do you have
for businesses eager to move to the new version now? . . . . . . . . . . . . . . . . . . . . . . 100
How compatible are SQL Server 2000’s BI tools (OLAP, DTS, data mining) and
SQL Server 2005’s new BI tools? Because some of SQL Server 2005’s BI tools—
such as Integration Services—are completely rewritten, will they still work with
SQL Server 2000 data and packages? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
SQL Server 2000 Analysis Services supports only clustering and decision-tree
data-mining algorithms. Does SQL Server 2005 add support for other algorithms? . . . . 100
Microsoft relies on an integrated technology stack—from OS to database to
user interface. How does that integration help Microsoft’s BI offerings better
serve your customers’ needs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
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A Jump Start to SQL Server BI
SQL Server 2005 will be the first release in which database tools converge
with Visual Studio development tools. Can you tell us what it took to align
these two releases and what benefits customers will realize from the change? . . . . . . 101
The introduction of the UDM is said to blur the line between relational and
multidimensional database architectures. This approach is new for the
Microsoft BI platform. What are the most interesting features the UDM offers?
And based on your experience, what features do you think will surface as the
most valuable for customers and ISVs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
What tools will Microsoft add to the Visual Studio 2005 IDE to help developers
create and manage SQL Server (and other database platforms’) users, groups,
and permissions to better insulate private data from those who shouldn’t
have access? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
In one of your past conference keynote addresses, you mentioned that Microsoft
is adding a new set of controls to Visual Studio 2005 to permit reporting without
Reporting Services. Could you describe what those controls will do, when we’ll
see the controls appear in Visual Studio 2005, and where you expect them to
be documented? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
What benefit does 64-bit bring to SQL Server BI, and do you think 64-bit can
really help the Microsoft BI platform scale to the levels that UNIX-based
BI platforms scale to today? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Who are some BI vendors you’re working closely with to develop 64-bit
BI computing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Did you leave out any BI features that you planned to add to SQL Server 2005
because of deadlines or other issues? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Your team puts a lot of long hours into your work on SQL Server BI.
What drives you and your BI developers to invest so much personally in
the product? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Chapter 2: UDM: The Best of Both Worlds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
By Paul Sanders
The UDM Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
One Model for Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Chapter 3: Data Mining Reloaded . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
By Alexei Bocharov, Jesper Lind
Mining the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Prediction and Mutual Prediction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Decision Trees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Time Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Clustering and Sequence Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Naive Bayes Models and Neural Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Association Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Third-Party Algorithms (Plug-Ins) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Dig In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
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