Part IV in VS .NET

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Part IV
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Building the Project
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to drill down into more detail, but usually they are not allowed to make any changes to reports External users have a similar pro le as regular users, but because they are not employed by the organization, additional security requirements must be in place Power users: These may be a business analyst or a BI application developer who reports to the business itself These users have often been writing programs and complex spreadsheets for years to produce reports They are often the most knowledgeable people in the organization about the strengths and pitfalls of the data When power users are able to use the data warehouse, they are likely to build reports from scratch Power users often have access to more capabilities and controls within the BI tool They may set up the business measure library or re ne reports developed by others so that they can be published with all of the other standard templates The power user s role on a project is that of a BI developer Once a project ends, their role in the business continues and they often develop new analyses and reports Power users are typically the only people outside of IT who have the skills and interest to dig deeply into the BI tool s raw power
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Construction of the BI Solution
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Now that the basics of business intelligence have been discussed, let s take a closer look at what this looks like on a project The major tasks sound similar to any other system construction effort, but the work itself is much different The development work is typically done using robust business intelligence tools As introduced in 4, there are two different types of BI developers The rst type is responsible for the more technical aspects, including con guration and setup of the BI tool itself The second type of BI developer is responsible for the design and development of BI reports and applications Because most of the development work is not programming, the resources to build the BI application could be from IT or the business The tasks that are done are the same regardless of which group the BI developers report to There are several steps involved in the construction of a BI application, but rst take a moment to look at the bigger picture What is the business really trying to accomplish
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Planning for Business Change
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The ability to realize the full bene t of the data warehouse often means that the business must change some processes If business process change has not been studied yet, then take the time to do so before designing the BI application Otherwise, it may simply automate existing processes or redirect where data is pulled While the data warehouse project team may be able to provide some
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Data Delivery: What you Finally See
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ideas or input, evaluating and changing business processes should be done by the business group itself Sometimes there are well-established groups within an organization that specialize in business process management There are also plenty of external consulting organizations that can assist with business process change Initial changes may simply be to streamline current processes to take advantage of direct access to the data warehouse Manual steps can be eliminated, and other complex spreadsheets may be able to be replaced with the BI application Sometimes, this is the opportunity that you have been waiting for to make more signi cant changes In either case, now is the time to consider how the BI application can help accomplish these changes
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Design What Needs to Be Delivered
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The design of the BI application itself is likely to be done shortly after dimensional modeling is complete The project team has spent time learning and documenting the business requirements (see 6), and the dimensional model (see 7) provides details about what data elements will be available Now is the time to think about what needs to be delivered The rst step in this process is to identify each target audience and what type of use they need Each different audience may have distinctly different requirements for the results they need to see Who needs to look at what data Market researchers have much different data needs than purchasing agents The data used for analysis by the marketing department to plan promotions for the next year is different from what a sales rep running a set of reports to support an account review needs While BI developers often have a lot of knowledge about what the BI application needs to do, it is still worthwhile to get input from others in the business community This helps to build ownership across groups who will be using the BI application The design of the BI application can be done via design sessions, or individual and/or group meetings The design focus should be on the high-priority business areas that were identi ed during initial requirements gathering, and they should be within the scope of the project Based upon the experience of the project team, much of this work can be done within the team However, it is important to continue to develop support, which can be done by sharing ideas with other representatives from the business community The steps of the design process are as follows: 1 List needed reports: For existing reports that are still wanted, ensure that they are identi ed so the team can use this as a starting point For new reports, draft a brief description of the report For example, an Agency Performance Report would include premiums, claims, and new policy close rates compared to the previous year and to the current year s target
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