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The following is an excerpt from Successful Business Intelligence: Secrets to Making BI a Killer App, by Cindi Howson. It was reprinted here with permission from McGraw-Hill; copyright 2008. Read the excerpt below, or download a free .pdf of "Successful business intelligence: The role of BI front-end tools."
Listen to a podcast with Cindi Howson about the secrets to successful business intelligence applications.
If the business intelligence architecture is like the engine of the car, then the BI front-end tools are like the body: sporty, sleek, fast, and where the razzle-dazzle of color, handling, and chrome finish all matter. You can have a perfectly architected data warehouse, and yet if you don't have the right BI front-end tools, you won't achieve business intelligence success. Technical capabilities matter here but so do subtle differences such as look-and-feel and ease of use. Conversely, while you can have a powerful, intuitive BI front-end, if you have not paid attention to the underlying technical components discussed in the last chapter, your initiative will fail and users will blame the tool for any underlying problems. You need to get both aspects right, even if it's only the tools that are visible.
This chapter describes the various BI front-end tools that are highly visible to business users. Chapter 12 discusses the importance of matching the tools with the right user segment and the role such tools have played in successful companies. As discussed in Chapter 1 (the section "Technology Changes Enabling BI"), vendors offer an increasing breadth of capabilities within one BI suite. Throughout this chapter, I will mention specific vendor modules to provide concrete examples. This list is not exhaustive and as vendors acquire each other and/or introduce new modules, specific names may change. For updated product names and modules, consult the BIScorecard web site.
Business Query and Reporting
Business query and reporting tools are often referred to as "ad hoc query tools." This terminology is a little misleading, as in fact the queries are not always ad hoc (as in spontaneously crafted) but rather are often fixed reports. The difference is that a business user, usually a power user, may have built the report, rather than an information technology (IT) person. The business environment changes at a rapid pace, and unable to wait weeks or months for IT to develop a new report, business users often demand the ability to create queries and reports themselves. Business query and reporting tools allow for this and are most often used for decision-making and management purposes. The business query and reporting tool is a key module to provide users with self-service information access.
In some cases, a report is truly ad hoc; it's a one-off business question that will never be posed again. Ad hoc queries may be exploratory in nature as users try to find the root cause of a problem, test a theory, or consider changing a business model. Table 3-1 lists some sample fixed reports that may lead to an ad hoc query. As users explore the data, what started as an ad hoc query or one-time question may later become a fixed report. It's important to recognize the iterative nature of business intelligence and to ensure you have flexible business intelligence tools.
Getting to the data is just one capability of business query tools; the other aspect is presenting and formatting the data in a meaningful way, loosely referred to as reporting. The terms "query" and "reporting" are sometimes used interchangeably because a business query and reporting tool will have both capabilities -- getting to the data and formatting it to create a report.
|Fixed Report||Purpose||Related Ad Hoc Query|
|Inventory by Product||To determine if an order can be fulfilled today by the primary warehouse||If I'm short at my main warehouse, can I supply the product from elsewhere?|
|Top 10 Customers By Quarter and Product||To understand which customers generate the most revenue||Who fell off this quarter's list? Are there certain products we can cross-sell?|
|Raw Material Receipts and Delivery Times||To determine how long it takes to acquire raw materials and which supplier can fulfill purchase orders fastest||Are there other suppliers who can respond faster?|
|Patients Per Hour||To understand busy periods and wait times||Do staffing levels correspond to busy times?|
Table 3-1 Sample Fixed and Ad Hoc Reports
Business query and reporting tools vary widely in their formatting capabilities. The most basic of formatting capabilities allow for changing the font of column headings and making them bold and centered. Conditional formatting will, for example, display numeric values red when negative or below target and green when positive or above target. Simple report styles include displaying information in a cross-tab report, a chart, or a master-detail report with groupings and subtotals. Tools may provide a set of templates to create nicely formatted reports that use a consistent corporate look and feel. More complex formatting capabilities include the ability to present multiple charts on a page, perhaps coming from different data sources.
Examples of business query tools include BusinessObjects Web Intelligence, Cognos 8 Query Studio, and SAS Web Report Studio.
A Business View of the Data
Business query tools allow business users to access a data source via business terms without having to write any SQL. The data source could be a data warehouse as described in Chapter 2, or it might be direct access to an operational system. A key feature of a business query tool is that it has a business view or metadata layer that hides the complexity of the physical database structure from the business user by:
- Using business terminology rather than physical field names. For example, a user may select a dimension such as Customer Name rather than a cryptic field such as CUST.L33_NAME (the physical table and field name in the Relational Database Management System [RDBMS]).
- Automatically connecting related tables via joins.
- Providing metrics that may calculate and aggregate facts such as revenue, number of customers, number of orders, number of incidents, and average selling price.
Figure 3-1 shows an example of building a query with the BusinessObjects universe, one of the first products to introduce the concept of a business view.
Figure 3-1 The BusinessObjects universe presents users with a business view of the data.
This business view is the most important piece of your BI front-end tools and one in which the business and IT must work together to model. For integrated BI platforms, the business view is common to all the BI tool modules: business query, reporting, analysis, and dashboards. When the business view looks too much like the data warehouse or source system with confusing table and field names, business users are overwhelmed and can too easily build incorrect queries. Poor business view design also forces users to put too much logic and too many calculations inside individual reports and dashboards. For these reasons, in some organizations, the power users within a business unit, function, or department, are responsible for building the business view or metadata layer; in others, it is the central BI group or data warehouse team that will build and maintain the business view.
Whereas business query and reporting tools allow for basic report formatting, production reporting tools have much more sophisticated formatting and design capabilities. Some people may refer to this category of tools as pixel perfect, operational, or enterprise reporting. Again, the terminology can be misleading as some business query and reporting tools can create pixel perfect reports, be embedded in operational systems, and are used across an enterprise. For lack of a better term, I will refer to this module as "production" reporting. Examples of production reporting tools include Actuate e.Report, BusinessObjects Crystal Reports, Microsoft Reporting Services, Oracle Publisher (which supersedes Oracle Reports), and Information Builders Web Focus.
A production reporting tool may access a transaction system directly to create a document such as an invoice, a bank statement, a check, or a list of open orders. When the reporting is not against the transaction system, it may be against an operational data store or detailed data within a data warehouse. IT usually develops these reports for the following reasons:
- The data source is an operational system in which you can't take the risk that "untrained" users may launch resource intensive and runaway queries with a business query tool.
- Reports are often accessed through and embedded within the transaction system.
- The information requirements are common to all users and departments and are static, such as for regulatory reports.
Because professional IT developers are often the users of production reporting tools, IT may also use these tools to develop management style reports, particularly when a company does not have a business query tool.
|Characteristic||Production Reporting||Business Query and Reporting|
|Primary author||IT developer||Power user or business user|
|Primary purpose||Document preparation||Decision making, management|
|Report delivery||Paper or e-bill, embedded in application||Portal, spreadsheet, e-mail|
|Print quality||Pixel perfect||Presentation quality|
|User base||Tens of thousands||Hundreds or thousands|
|Data source||Operational transaction system||Data warehouse or mart, occasionally transaction system|
|Level of data detail||Granular||Aggregated|
|Usage||Often embedded within an application||Most often BI as separate application|
Table 3-2 Differences Between Production Reporting Tools and Business Query Tools
Table 3-2 highlights some key differences between business query tools and production reporting tools. None of these differences is an absolute, except that they serve the needs to distinct user groups and in many cases, distinct applications.
Online Analytical Processing (OLAP)
Online Analytical Processing (OLAP) is a capability that focuses on analyzing and exploring data, whereas query and reporting tools put greater emphasis on accessing data for monitoring purposes. OLAP moves the focus from "what" is happening, to exploring "why" something is happening. To uncover the "why," users may not know precisely what information they are looking for and instead will navigate and drill within a data set to uncover particular details and patterns.
OLAP provides interactive analysis by different dimensions (i.e., geography, product, time) and different levels of detail (year, quarter, month). For many users, OLAP has become synonymous with "drill-down" and "pivot" capabilities. Many BI products, though, will now provide drill-down and pivot capabilities without a full-blown OLAP engine or OLAP database on the back-end.
As the technology and users have evolved and matured, the distinctions between OLAP and reporting have increasingly blurred. OLAP users want highly formatted reports that are based on multidimensional data; report users immediately want to drill when they see a problem with a particular metric in a report. They don't want to be forced to launch a separate tool as they move from reporting into analysis and exploration.
The following characteristics continue to distinguish OLAP tools from business query and reporting tools:
- Multidimensional Users analyze numerical values from different dimensions such as product, time, and geography. A report, on the other hand, may be one-dimensional, such as list of product prices at one point in time.
- Consistently fast As users navigate different dimensions and levels within a dimension, OLAP means fast—the speed of thought. If a user double-clicks to drill-down from Year to Quarter, waiting 24 hours, 24 minutes, or even 24 seconds for an answer is not acceptable. Report users, of course, do not want slow reports either, but some reports take this long to run and must be scheduled.
- Highly interactive Drilling is one way users interact with OLAP data. Pivoting gives users the ability to view information from different perspectives such as by geography or by product. Slicing allows users to filter the data within these dimensions such as sales for New York only and then for New Jersey only, or crime statistics for Leeds only and then Manchester only. This kind of interactivity within a non-OLAP report ranges from nonexistent to only recently possible.
- Varying levels of aggregation To ensure predictable query times, OLAP products pre-aggregate data in different ways. Reporting, to the contrary, can be at the lowest level of detail: rather than sales by product, you might have individual line items for a particular order number.
- Cross-dimensional calculations With multiple dimensions come more complex calculations. In OLAP, you might want to analyze percentage contribution or market share. These analyses require subtotaling sales for a particular state and then calculating percentage contribution for the total region, country, or world. Users may analyze this percentage market share by a number of other dimensions, such as actual versus budget, this year versus last year, or for a particular group of products. These calculations often must be performed in a particular order and involve input numbers that users might never see. Detailed reports, however, often rely on simple subtotals or calculations of values that are displayed on the report itself.
Best Practices for Successful Business Intelligence
The BI front-end consists of the tools and interfaces that business people use to access the data and monitor trends. These tools include business query and reporting, production reporting, OLAP, Excel, dashboards, and scorecards. Performance management tools are used in conjunction with BI tools and the BI architecture to improve planning, produce financial reports, and measure performance against the objectives and goals of the company. Because the BI tools provide the face for the business intelligence architecture and processes, it's easy for the tool to get an inordinate amount of attention. They are, however, only one aspect of a business intelligence solution, albeit an important one. As you work to exploit the full value of business intelligence:
- Never underestimate the importance of these tools in engaging users to leverage data for competitive advantage.
- Understand that the business tools must work in conjunction with the underlying technical architecture; an intuitive tool is only as reliable and useful as the data that it accesses.
- Ensure the business and IT jointly develop a business-focused metadata layer or business view upon which a number of the front-end tools rely.
- Consider the distinct capabilities of the different tool segments and offer the appropriate tool to the appropriate user group (discussed more in Chapter 12).
- Stay abreast of emerging technologies that will provide the best user interface for as-yet underserved BI users.
Continue reading this chapter by downloading a free .pdf of "Successful business intelligence: The role of BI front-end tools"