Business Intelligence system – Customer Complaints – B2B company:

Business Intelligence system – Customer Complaints – B2B company:

Analyzing customer complaints in crucial for customer service & sales teams. It helps them increase customer loyalty and fix quality issues. To that end, here’s a mockup:

Note: Drill down reports are not shown, details are hidden to maintain confidentiality and numbers are made up.

Customer complaint dashboard quality feedback

Sales Bookings vs Quota Dashboard for a B2B company:

Sales Bookings vs Quota Dashboard for a B2B company:

Business Goal:

Need a daily report delivered in sales team’s inbox that shows Sales Team’s Bookings vs Quota for current & next month.

Brief Description:

Ability to see Bookings vs Quota in near real-time is a key to effectively manage performance for any sales team. Before the project, analyst(s) would have to manually put together this report and since the report took more than a day to put together they couldn’t afford to run it daily and so they delivered this report bi-weekly/monthly basis to the sales team. After the project, the process was automated and the sales team received an email with a report on a daily basis and this helped them see Bookings vs Quota in near real-time. As a famous saying goes “if you can’t measure it, you can’t improve it” (by Peter Drucker) – in this case, the report helped them measure their actual numbers against their goals and helping them improve their sales numbers which directly hits their top-line!

Tools used: SharePoint report subscription, SQL server analysis services, SQL Server Integration services, SQL server reporting services & Excel.

Mockup:

Note: Drill down reports are not shown and the numbers are made up.

Sales Team bookings vs quota dashboard

Cost Driver’s Dashboard for a Supply Chain Executive:

Cost Driver’s Dashboard for a Supply Chain Executive:

Summary:

Profitability equals revenue minus costs – To that end, A supply chain executive is mostly focused on optimizing cost elements to drive profitability. Here’s a mock up of a dashboard created for an executive to help him keep an eye on the overall health while making sure he gets alerted for key cost categories.

The Dashboard was created using profitability data-set & also had drill down capabilities to analyze numbers for cost buckets like Raw materials, manufacturing & logistics.

Mockup:

Supply Chain Cost Drivers Profitability Dashboard

How to Configure SQL Server Analysis services’s Action to Open an URL?

SSAS Actions are powerful! You can open web pages, open sql server reporting services, customize drill through reports among other things using actions. In this post, you will see a common requirement from users to navigate to a corporate intranet site from the cube – and usually it needs to be dynamic.

For example, user is interested in seeing the Order Entry Page hosted on the corporate intranet site by using the Order ID from the SSAS cube.

Here’s how you can set it up:

1. Open SSAS Cube in SQL Server Data Tools:

2. Navigate to Actions tab:

ssas url action analysis services sql server web page

3. Here you’ll see three types of action that you can configure

a. Standard (this have five subtypes including the URL action)

b. Drill Through

c. report action

4. For the purpose of this blog post, let’s focus on standard action:

ssas url action analysis services sql server web page5. Once you click on the “New Action” it will ask you to configure the action:

a. Name: Enter the desired name here

b. Target Type: In this case, Order ID is an attribute member but you will have to choose appropriate target type for your scenario

c. Target Object: In this case, it’s something like [Order].[Order ID] – in your case, you’ll have to choose an appropriate target object

d. Type: URL in this case (also don’t forget to check books online for what other types can do as well)

e. Action Expression: the format of the Action Expression if it’s driven by a parameter would go something like:

"http://servername/site/Pages/OrderRef.aspx?Search&ID="+[Order].[Order ID].currentmember.member_caption

f. Additional Properties: I like to set the Caption to clearly indicate the user that they are opening the “Order Form for Order ID 123999″. You can do that by setting the caption property. The format goes like this:

"Open Order Entry page for Order ID: "+[Order].[Order ID].currentmember.member_caption

Also set the caption is MDX to True if you are using above format.

That’s about it, don’t forget to test it (after deploying the cube) using excel or other end-user tool of your choice. In the Pivot Table, use the Order ID attribute in Row/Column labels > Right Click on any attribute member of Order ID attribute > Additional Actions > The caption with dynamic order id should show by here for users to click and navigate to the specified URL:

excel ssas url action analysis services sql server web page

How to create an Average Aggregation in SQL Server Analysis services?

Problem:

How do create a measure that does an average over a field from fact table? You can’t find it the “usage” property while trying to create a new measure:

SQL Server Analysis Services Average Aggregation

Solution:

Before i show you the solution, I want you to know that this is a Level 100 solution to get you started – so depending on the complexity of your cube the calculated measure that you are about to create may or may not perform well – if it does not perform well, you might have to dig a little deeper and here’s one blog post to get you started: URL

OK, back to topic! Here are the steps.

SCENARIO: you need average of Sales Amount.

1. Create a SUM OF SALES AMOUNT measure

Steps: Open cube > Cube Structure > Right click on Measure Group > New Measure > Usage: “SUM” > Source Table: Pick your Fact Table. In this case let’s say it’s Fact Sales > Source Column: In this case, lets say it’s SALES AMOUNT

2. Create a COUNT OF SALES measure (important: row count vs. non empty count – this is not a developer’s choice, a business user needs to define that)

Steps: Open cube > Cube Structure > Right click on Measure Group > New Measure > Usage: count of rows OR count of non empty values (again this is not developer’s choice, a business user needs to define this) > Source Table: Pick your Fact Table. In this case let’s say it’s Fact Sales > Source Column: In this case, lets say it’s SALES AMOUNT

3. Create a Calculated Measure that equals (SUM OF SALES/COUNT OF SALES)

3a. Switch to Calculations section > create a new calculated member:

SSAS Analysis services new calculated measure

3b. Complete Name, Format String & Associated Measure Group. For the Expression, use the following expression. Please use this as a starting point for your measure:

IIF([measures].[COUNT OF SALES]=0,0,[measures].[SUM OF SALES AMOUNT]/[measures].[COUNT OF SALES])

4. Before you test it, if you don’t need the SUM OF SALES AMOUNT and COUNT OF SALES measures than don’t forget to hide them!

Conclusion:

In this post, you saw how to define a measure with average aggregation is SSAS.

SQL Server Query Fundamentals: A Simple example of a Query that uses PIVOT:

Problem:

Convert the following source data into a schema shown below:

SQL SERVER TSQL PIVOTSolution:

Here’s the code that uses PIVOT function to get to the solution, please use this as a starting point.

Note the use of aggregation function avg – this will depend on the requirement. In the example, the Test_value need to be average if more than one tests were performed.


-- source data
SELECT [Product_ID],[Test_Desc],[Test_Val] FROM [dbo].[Address]
go

-- Destination data using PIVOT function
select * from [dbo].[Address]
pivot( avg(test_val) for test_Desc IN (Test1,Test2,Test3,Test4,Test5)) 
as Tests

SSIS: Using Data Profiling Task to check the candidate key profile of unknown data source(s)

As a part of Business Intelligence projects, we spend a significant amount in extracting, transforming and loading data from source systems. So it’s always helpful to know as much as you can about the data sources like NULLS, keys, statistics among other things. One of the things that I like to do if the data is unknown is to make sure that I get the candidate keys correct to make sure the key used can uniquely identify the rows in the data. It’s really helpful if you do this upfront because it would avoid a lot of duplicate value errors in your projects.

So here’s a quick tutorial on how you can check the candidate key profile using data profiling task in SSIS, You need to perform two main tasks:
1. Generate the xml file using the Data profiling task in SSIS
2. View the content of the xml file using the Data Profile Viewer Tool or using the Open Profile Viewer option in the Data Profiling task editor in SSIS.

Here are the steps:
1a. Open SQL Server Data Tools (Visual Studio/BIDS) and the SSIS project type
1b. Bring in Data Profiling Task on Control Flow
1c. Open the Data Profiler Task editor and configure the destination folder that the tasks uses to create the XML file. You can either create a new connection or use an existing one. If you use an existing connection, make sure that you are setting the OverwriteDestination property to True if you want the file to be overwritten at the destination.

1 SSIS Data Profiling Task Data Cleaning Candidate Key

1d. Click on Quick Profile to configure the data source for the data profiler task

2 SSIS Data Profiling Task Data Cleaning Candidate Key

1e. In the quick profile form, you’ll need to select the connection, table/view and also specify what you to need to computer. For candidate key profile, make sure that the candidate key profile box is checked.

3 SSIS Data Profiling Task Data Cleaning Candidate Key

1f. Run the Task and a XML file should be placed at the destination you specified in step 1C.

Now, It’s time to view what profiler captured.

2a. you can open “Data Profile Viewer” by searching for its name in the start button.

4 SSIS Data Profiling Task Data Cleaning Candidate Key

2b. once it opens up, click on open and browse to the xml file generated by the data profiling task.

5 SSIS Data Profiling Task Data Cleaning Candidate Key

2c. once the file opens up, you can the candidate key profiles.

6 SSIS Data Profiling Task Data Cleaning Candidate Key

2d. Alternatively, You can also open the data profile viewer from the “Data Profiling Task” in SSIS. Go to the Editor > Open Profile Viewer:

7 SSIS Data Profiling Task Data Cleaning Candidate Key

Conclusion:
In this post, you saw how to profile data using the Data Profiling Task in SSIS.

TSQL – Quick note about numeric data type to solve “Arithmetic overflow error”

Problem:

You are working on a query where you are trying to convert source data to numeric data type and you get an “Arithmetic overflow error”.

Solution:

Let’s understand this with an example:

Here’s the source data: 132.56000000 and you want to store just 132.56 so write a query that looks like:

cast( as numeric(3,2)) as destination_column_name

and after you run the query its throws an error “Arithmetic Overflow Error” – so what’s wrong?

The issue is that you incorrectly specified the precision and scale – by writing the query that says numeric(3,2) you are saying I want 3 data places with 2 on the right (after decimal point) which leaves just 1 place for left.

what you need to write is numeric(5,2) – and this will have 2 places on the right and leaves 3 places for left.

so after you run this, it shouldn’t complain about the arithmetic overflow error. you just need to make sure that the precision and scale of the numeric data type is correct.

Conclusion:

In this post, you saw an example of how to correctly use the precision and scale in the numeric data type and that should help you solve the arithmetic overflow errors.

SSIS – How to use Execute SQL Task to assign value to a variable?

Problem:

How to use Execute SQL Task in SSIS to assign value to a variable?

Solution:

This is a beginner level post so I’ll show you how you can use Execute SQL Task to assign a value to a variable. Note that variables can also be given full result set. With that said, here are the steps:

1. Create the query against the source system

Example: ((Note the column name, this will be handy later!)

1 Execute SQL Task SSIS Query

2. Open SSIS Project > Create the variable

Example

Variable SSIS Create Steps3. Now, drag a Execute SQL Task to Control Flow. Rename it. And go to Edit. Configure SQL Statement Section

Execute SQL Statement SSIS4. Now, since we want to store a value to the variable, change the Result Set property to Single Row

Single ROW SQL Statement Server SSIS5. One last step, go to result set section and map Result Name (remember the column name from #1?!) with Variable Name:

Result Set SSIS Execute SQL TaskThat’s it! Related article: How to see value of variable during Run Time?

Conclusion:

In this post, you saw how to use Execute SQL Task in SQL server integration services to assign a value to a variable.

SQL Server Analysis services – How to set the order by attribute sort key?

Problem:

How to sort the dimension attribute by something other than the key and name column? How do you set the “OrderBy” property?

Example: You have created an Inventory age buckets 1-50,51-100,101-150 and so if a business user uses this dimension attribute then the sorting won’t be logical. It would be 1-50, 101-150,51-100 – so how to show the buckets in the logical order?

Solution:

1. make sure that the table/view that you are bringing in has the sort key.

Example:

1 SSAS Attribute order by sort key2. Now, switch to SSAS and open your dimension. I am assuming that you’ve already configured your data source views and you are already bringing in these columns in the dimension:

Dim Inventory SSAS SSIS VIEW Data source VIEW

3. Let’s start with hiding Aging Bucket Sort key so that it’s not visible to user. Change the AttributeHierarchyVisible to False

4. Now, switch to Attribute Relationships – Right Click on Aging Bucket and click on New Attribute Relationship. And set the attribute relanship between Aging bucket and Aging Bucket Sort Key

Attribute Relationships SSAS

And you should see something like this in your attribute relationship section:

SSAS Attribute Relationship Sort Key

5. Now, one more thing to configure. Go back to dimension structure section. Open the properties section for the Aging Bucket Attribute and change the OrderBy property to AttributeKey. Also, change the orderByAttribute property to Aging Bucket Sort Key (in your case, choose the sort key that you have)

SSAS Order Sort by attribute property

That’s it, after you process the model then you should see the attribute being sorted based on the sort key that you had.

Conclusion:

In this post, you saw how to configure sort/order property of a dimension attribute.