Lauras BI Portfolio

Business
Intelligence
Portfolio
2009
Email: Laura.Fanning@SetFocus.com

Laura J Fanning

Table of Contents

Resume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

SetFocus Project Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

SSIS Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

SSIS – Integration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

SQL Server Management Studio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

SSAS – Analysis Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

SSRS – Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

PPS – Performance Point Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

MOSS – SharePoint Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

© Laura J Fanning 2009 Business Intelligence Portfolio Page 1

Resume
Laura J Fanning
Mohegan Lake, NY 10547
(914) 302 6178
laura.fanning@setfocus.com

SUMMARY

Highly motivated Business Intelligence professional experienced with MS SQL Server 2000/2005 tool sets.
Possessing in depth knowledge of financial systems and banking relationships with global billion dollar market leaders
in transportation services and consumer packaged goods. Familiarity with Sarbanes-Oxley IT compliance, comfortable
facilitating team meetings, adept at creating documentation for SDLC, training and presenting. Desire to be part of a
team wanting innovation, operational effectiveness, and customer focus in their systems. Exceptional ability to
envision the big picture and to transform it into a detailed tactical plan while keeping business focus.

www.linkedin.com/in/lfanningnybi

TECHNICAL SKILLS

Microsoft Technologies:
MS SQL Server 2005 -Integration Services (SSIS) Analysis Services (SSAS) Reporting Services (SSRS),
MS Office, MS Visio, MS Project, MS SharePoint Server 2007 (MOSS)
Databases: MS SQL Servers 2000/2005; IBM DB2 (AS/400 – iSeries)

Software: SQL Server BI Development Studio; Crystal Enterprise (Reports and Analysis); JD Edwards

Languages: T-SQL; MDX; AS/400 ILE

Business Analysis
Understanding the business mission, goals, operations, market environment, and system needs
Active listening to hear the unspoken needs, concerns, and roadblocks from stakeholders
Leading/facilitating meetings to use time well while tracking action items and outstanding issues
Writing for the appropriate audience clearly and constructively editing for other team members

Project Management
Being proactive taking responsibility for decisions, actions, and outcomes
Knowing the right next task, keeping the end in mind, putting first things first, and
looking for win-win
Identifying problems and solving them by understanding the issues and needs of all team members
Coordinating resources (people, money, time, equipment) and following-up on details
Ensuring tasks are finished on time and on budget

SetFocus, LLC Parsippany, NJ 2009
Master’s Program – Business Intelligence
Implemented a Labor Analysis Business Intelligence solution for a model construction company using
MS SQL Server 2005 tools, Excel, PerformancePoint and SharePoint Servers
Consolidated data from diverse data sources into a uniform SQL Server 2005 database, using SSIS to define
data imports, build and schedule packages, define integration flow, log and notify via email data and
execution error exceptions, and create Database Maintenance Plans
Created OLAP cubes, dimensions, business critical KPIs, and MDX queries using Analysis Services
Developed detail and summary reports including charting, trend analysis reports and
sub-reports according to business requirements using Reporting Services
Implemented dashboards using MOSS 2007 Report Center and Excel Services producing different summary
results based on user view and role membership
Created score cards with executive summary dashboards, drill-down capabilities, and filter selections using
Performance Point Server 2007 Dashboard Designer that displays performance monitoring measures from an
OLAP data source which is then deployed to SharePoint Server


Resume
PROFESSIONAL EXPERIENCE

Stolt-Nielsen SA Norwalk, CT 1991 – 2005
Project Manager
Stolt-Nielsen S.A. is a world provider of transportation services for bulk liquid chemicals, edible oils, acids, and other
specialty liquids. This global 1.2 billion dollar revenue company has 4,700 employees, 23 offices, a fleet of 133 parcel
tanker ships with 2.3 million DWT capacity, 17,000 tank containers, and 5 terminals.

Spearheaded the Business Intelligence (BI) initiative for the largest business division, parcel tankers
Created 7 Data Marts with their analytics and reports during proof of concept phase which contributed to total
projected cost savings for data marts equaling $500,000 per year
Designed ETL for housing all revenue and cost items of the P/L for parcel tankers divsion
Managed, designed, created, documented, and implemented Global Centralized Payment Processing
system transmitting payments to bank via EDI, which streamlined A/P processes and reduced banking costs
saving in excess of $250,000 annually
Performed functions of Business Analyst, Project Manager, Developer, Customer Support, IT
Documenter, and Trainer on diverse projects:

o Intercompany Netting – Custom JDE module for G/L including 3-way currency conversion
o Voyage Estimation & Chartering Integration – JDE interfaces written to financial subsystems
o Chartering Sales Automation - module automating Chartering into Voyage Estimation system
o Work-Order Customization - module written within Oracle JD Edwards for Stolt Offshore division

The Dannon Company, Inc White Plains, NY 1986 – 1991
Senior Programmer Analyst
Dannon is part of the Danone Groupe, which is a global 14 Billion EUR sales business and employs a force of nearly
ninety-thousand people in more than 120 countries.

Fast-path promotions from a junior to senior level while participating on many major projects
Developed, tested, and deployed Finished Goods Inventory system into four USA warehouses
Expanded an innovative home-grown analytical sales reporting tool and trained a distributed
US Sales force
Integrated a complex trade promotion system into A/R Financial software
Created a broker commission system that brought run-away commission costs back in line
with industry standards

EDUCATION

Cornell University ILR Management Program New York, NY
Leadership and Management Certificates

Pace University White Plains, NY
MBA Program - Management Science

Mercy College Dobbs Ferry, NY
BS – Information Systems


Recommendations

As an applications developer, I know the value of skills and tenacity. As an instructor, I know the value of
perseverance. Laura Fanning exemplifies those traits at very high levels. She was an extremely hard-working
student in our Business Intelligence Master’s Program. Laura asked many questions in class that were not

only good questions, but GREAT questions. She never once complained about assignments being too difficult
– she simply put forth more effort to get the work done. I highly recommend her.

Kevin S. Goff, Microsoft MVP, Business Intelligence Practice Lead – Senior Trainer, SetFocus, LLC and
contributing author: Smart Business Intelligence Solutions with Microsoft SQL Server 2008 (April 23, 2009)

“Laura is a talented Project Manager that I have had the pleasure of working with for many years at Stolt-
Nielsen. She has an innate skill of balancing the business and technical requirements along with the
organizational responsibilities to effectively manage several projects at once. Her ability to seamlessly switch
roles of Project Manager, Analyst, and Developer will make her a significant contributor to any organization.”

Paul C Bosse, Project Manager, Stolt-Nielsen SA (March 29, 2009)

“I had the pleasure of working with Laura over several years at Stolt-Nielsen. As a tanker chartering sales
manager with no computer background Laura was very effective in assisting users like myself get the best out
of systems put before us. She had a very valuable talent to understand our issues with the systems as they

related to our unique business, and then designing guidance that we could understand. Laura could then
translate our wishes to tech departments that did not have experience in our business, or she herself would
devise fixes in the systems for us. I highly recommend Laura.”

Gordon Cooper, Sales Manager - Latin America, Stolt-Nielsen Transportation Group (April 9, 2009)

“I hired Laura right out of college to work for Dannon. She was an excellent hire in that she came up to speed

quickly and was a productive member of the team. Laura used her highly developed analytical skills to solve
many a complex situation that many with more experience could not solve. She was a detailed-oriented and
reliable resource. She would do what it took to get the job done on time.”

Crystal Kennedy, PMO – PepsiCo (April 22, 2009)

SetFocus Project Overview

Summary:
Build a Business Intelligence solution using the Microsoft platform for a sample construction company reporting on
clients and their jobs, employees and labor costs, overhead costs, and material purchase costs.

Goals:
Create packages using SSIS to import data from disparate data sources, perform ETL functions updating a data
staging db, and perform database maintenance
Model then create a hybrid Star-Snowflake Schema with four fact tables for the data staging database using
Visio and MS SQL Server Management Studio
Create the OLAP solution of 4 cubes, Job Master, Labor, Overhead, and Materials along with their dimensions
and hierarchies using SSAS
Partition the cubes based on Fiscal Year using SSAS
Define calculated members and KPIs for the cubes using SSAS
Create Excel Pivot Tables to display the cube data along with associated KPIs
Utilize MDX query within MS SQL Server Management Studio to explore complex query building
Create dynamic, multi-parameterized reports for Employee Labor and Overhead Costs using SSRS and deploying
to SharePoint
Create parameterized dashboards including scorecards utilizing KPIs, tables, and charts for all four cubes using
PerformancePoint and deploying to SharePoint
Leverage the power of Excel Pivot Tables and Charting by creating dashboards for Jobs, Labor, and Overhead
Costs using Excel Services, PerformancePoint and deploying to SharePoint

Tool Set Utilized:
Microsoft SQL Server 2005
Microsoft Visio
Microsoft SQL Server Management Studio
Microsoft SQL Server Integration Services (SSIS)
Microsoft SQL Server Analysis Services (SSAS)
Microsoft SQL Server Reporting Services (SSRS)
Microsoft Office 2007
Microsoft Office PerformancePoint Server (PPS)
Microsoft Office SharePoint Server (MOSS)

Microsoft Visual Studio for designing SSIS, SSAS, SSRS solutions
Microsoft PerformancePoint Dashboard Designer

T-SQL
MDX
MS Visual Basic Script
.Net


SSIS Specifications

Project Overview
Extract data from diverse files
Transform data as required by business and SQL database requirements
Load data into a local MS SQL database
Perform database maintenance

Project Scope
The Tables in scope are:

Clients Employees
ClientGroupings EmployeeRates
ClientGroupingsXClients JobMaster
County JobTimeSheets
Division

The Functions in scope are:

Extract from non-SQL server files (Excel and Flat Files stored locally) the data to load into the tables
Transform data to prepare it for SQL database
Normalize most of the source data coming in
Allow for Inputs to the tables
Allow for Updates to the tables
Perform rudimentary error validation on primary and foreign keys and required business rules
Create a form of error logging using either flat files or a table in the database
Create notification of package execution via email providing completion status, time, and row counts
Perform database maintenance tasks to backup/index/shrink/update statistics
Automate the execution of the ETL using SQL Agent

ETL Specifications

Overview
All source files are provided locally in the file system of the MS SQL Server: C:SetFocusBISourceData
All files except Project (Job) Time Sheets Files are in the fomat: MS Excel (multiple sheets)
Project (Job) Time Sheets are in a separate subfolder in the fomat: C:SetFocusBISourceDatatime
Flat File .csv (multiple files)
The destination for ETL is the local MS SQL datatbase: ALLWorksDBStudent

Source Destination Package
File Sheet Table Name____________________
ClientGeographies.xls Client Listing Clients ClientMasterPackage.dtsx
ClientGeographies.xls County Definitions County ClientMasterPackage.dtsx
ClientGeographies.xls Division Definitions Division DivisionMasterPackage.dtsx
ClientGeographies.xls Special Groupings ClientGroupings ClientGroupingsPackage.dtsx
ClientGeographies.xls Special Groupings ClientGroupinsXClients ClientGroupingXPackage.dtsx
Employees.xls Employees Employees EmployeeMasterPackage.dtsx
Employees.xls Employee Rates EmployeeRates EployeeRatesPackage.dtsx
ProjectMaster.xls Project Master JobMaster JobMasterPackage.dtsx
EmpTime(xxxx).csv JobTimeSheets JobTimeSheetsPackage.dtsx


SSIS Specifications

AllWorks Tables Primary Key Data Type Foreign Keys _________________________
Clients ClientPK int CountyPK
ClientGroupings ClientGroupingPK int
ClientGroupingsXClients ClientGroupingXClientsPK int ID ClientGroupingPK ClientPK

Division DivisionPK int
County CountyPK int

Employees EmployeePK int
EmployeeRates EmployeeRatePK int ID EmployeePK

JobMaster JobMasterPK int ClientPK
JobTimeSheets JobTimeSheetsPK int ID EmployeePK JobMasterPK

ErrorLog ErrorPK int ID

Create SSIS Packages within BIDS and deploy the packages to the MS SQL Server.
Have all packages run on MS SQL Server via the Server Agent on a Daily schedule at Midnight.

For Each File in Scope create a package to perform:
Data Conversion to load data into SQL Server database
Insert for New Rows based on Key
Update Existing Changed Rows
Perform NULL Value Validation
Perform Lookup Validation for Primary and Foreign Keys and other business required validation against db tables
Error Handling for NULL Values, Invalid Keys, Business Rule Errors, and Insert Failures
Write Errors to the SQL db ErrorLog Table with appropriate description and date-time stamp
Send an Email including Package Name, Start Time, Duration, Counts for Read, Inserted, Updated, and Error Rows

Create a package to run db maintenance on ALLWorksDBStudent after ETL is performed.

The Maintenance package (MaintenancePackage.dtsx) should perform:
Full Backup
Indexing of Keys
Shrinking of database
Updating of Statistics
Send an Email including Package Name, Start Time, Duration

A Master package (Master.dtsx) will be required to run the ETL packages in sequence then run the Maintenance
package and confirm package completion or failure via email.


SSIS Specifications

Email Notification
Emails should be sent out at the end of each package
Subject should contain: package name and error count
Body of Message should contain: package name, db name
package start time - @[System::StartTime]
duration - DATEDIFF(quot;miquot; , @[System::StartTime] , GETDATE())
row counts for read, inserted, updated, errors
Example of Message Body:

Job Time Sheet Package for AllWorksDBStudent Finished Successfully

Review Errors in the ErrorLog Table of AllWorksDBStudent
Start Time: 4/4/2009 7:57:48 PM Approx Duration: 1 minutes

Rows Read: 4334
Rows Inserted: 4333
Rows Updated: 0
Rows Error: 1

Variable Use
Variables scoped to the package level should be used to capture the counts of rows and also for the
Mail To and Mail From properties in the Send Mail tasks.

*Note: In Job Time Sheet package an additional set of variables is needed for the looping in the ForEach Container
replace File for Total for those variables

A Script Task will be used to perform the addition of the Total Errors for each file package and for the ForEach Loop

Example of Script Text:

Public Sub Main()
'
Dim TotalRowsError As Integer = CInt(Dts.Variables(quot;TotalRowsErrorquot;).Value)
Dim TotalRowsNULL As Integer = CInt(Dts.Variables(quot;TotalRowsNULLquot;).Value)
Dim TotalRowsNoID As Integer = CInt(Dts.Variables(quot;TotalRowsNoIDquot;).Value)
Dts.Variables(quot;TotalRowsErrorquot;).Value = TotalRowsNULL + TotalRowsNoID
'
Dts.TaskResult = Dts.Results.Success
End Sub

Error Handling

Data errors will be written to the AllWorksDBStudent table ErrorLog.
There are 2 fields in the table besides the ID field key: ErrorDescription ErrorDate

Example of Expression for Description:

ISNULL([Transformed Employee ID]) ? quot;Error Employee Rate – NULL Employee IDquot; : quot;Error Employee Rate – NULL Rate or
Date: Employee ID quot; + RTRIM((DT_STR,10,1252)[Transformed Employee ID])


SSIS - Integration Services

Integration Services

Integration Services can be used to import various disparate data feeds from MS SQL Servers, other platforms, as well as
Excel and flat files including CSV formats. With the design performed in Microsoft Visual Studio for Business Intelligence
(BIDS), SSIS solutions offers many options divided between Control Flow and Data Flow tasks grouped together in
containers called packages. This vastly reduces the need for custom ETL programming as well as offering a visual self-
documenting ETL process.

However, small amount of .NET expressions and VB Script are used throughout the SSIS package. .NET is utilized for
formatting email messages containing data elements, creating derived fields/columns, and error logging, while VB Script
is needed to handling variables inside control tasks.

Control Flow for Clients Package

There are multiple connections set up for a package to read in data and send out data.
Below are the connection icons for Importing Excel data, Exporting SQL data, and Sending Emails that get associated
with specific tasks.



The Data Flow tab is where the actual reading of the files, transforming the data, and loading the data is specified within
tasks. An Excel file is read, conditional testing is done to look for invalid null values, error reporting is performed for
several conditions, look ups are done to determine if a new insert or update is to be performed, data is added to the SQL
database.

Data Flow for Client Master Data Flow Task

Some tasks are created with no code being written, while others require some code.

User and System Variables, Columns in Data Pipe, .NET functions and Operators are available for Derived Columns.
GETDATE() is used to get Date/Time Stamp for Error. Error Description is created utilizing ISNULL Function and
Conditional Testing using ? : Operator (refer to Blue Highlighted section below)

Here is Full Expression for ErrorNULLDescrip Column utilizing the .NET conditional syntax ? :

ISNULL ([Transformed clientno]) ? quot;Error Client Master – NULL Client IDquot; :
quot;Error Client Master – NULL County: Client ID quot; + RTRIM((DT_STR,10,1252)[Transformed clientno])



An Example of a Data Flow Task without code is Inserting New Clients into SQL db

But if you want to Update a Client Record you would write a T-SQL command in a Property box.

Then map the parameters (?) on a separate tab.



Versatility and being comfortable with several different languages and their syntax is vital in using the Microsoft BI Tool
Set. On the preceding screens we just saw ? being used in .NET as a Conditional Operator and in T-SQL as a parameter
place holder.

Below Variables will be used in 2 different areas – the definition of the mail message and script to add up error counts.

Send Mail Task Expressions

Send Mail Task Expression detail for the Email Message Source (body)



The result of the Message Source Expression looks like this

Compare the syntax of the prior expression with the syntax for Script to add up Error Counts for Job Time Sheets



There is often one package per file to be transformed. A master package is created to control the sequence of package
execution if there are dependencies. A package was also created to perform database maintenance at the end of the
Master Package.

Master Package

Maintenance Package


SQL Server Management Studio

Though a lot of BI development is done off-line in BIDS (SSIS, SSAS, SSRS), certain tasks can done in Management Studio
including:

Setting up and scheduling Jobs in SQL Server Agent
Building the physical SQL data staging area
Writing of T-SQL Queries, MDX Queries, Stored Procedures and Triggers

SQL Server Agent Job Schedule for SSIS package



Hybrid Schema for physical data staging (mostly Star Schema with some Snowflake design for the Job/Client tables)

Detail of Job Master



T-SQL Query

List of Client Jobs closed in 2007 ordered by Client / Closed Date / Job Description

USE AllWorks
SELECT c.ClientPK AS ClientKey, c.ClientName,
j.JobMasterPK AS JobKey, j.Description, j.JobClosedDate
FROM JobMaster AS j
JOIN Clients AS c ON j.ClientPK = c.ClientPK
WHERE j.JobClosed = 1 AND JobClosedDate >= '2007-01-01' AND
JobClosedDate <= '2007-12-31'
ORDER By c.ClientName, j.JobClosedDate, j.Description



MDX Query

The power and beauty of MDX is illustrated by just how few lines of code can define a complex query
Example:
Find the Top 3 Employees for Total Hours worked on a job for each job defined for a specific time period (2007)

-- Laura Fanning - Job Labor Query - April 2009
-- Order the Jobs by Job Name (Asc), and Within each Job
-- Order the Employees by Hours Worked (Desc), but only show Top 3 Employees
-- For time 2007
With
Set [OrderedJobs] As
[Jobs].[JobName].Children
-- Generate Cross Joins 2 Sets –
{Ordered Jobs} and {CrossJoin of Current Job with Employees}
Set [MainSet] As
Generate( {[OrderedJobs]}, -- Set 1
{ {[Jobs].[JobName].Currentmember} * -- Set 2 1st part CrossJoin
{Topcount( [Employees].[Full Name].children, 3, [Hoursworked] )} -- 2nd Part of Cross Join
})
Select
[Hoursworked] on columns,
non empty [MainSet] on rows
From AllWorks
Where ( [Time].[FYYear].[2007] )


SSAS – Analysis Services

Analysis Services

Analysis Services is where the OLAP database (cubes, dimensions, measures) is designed and created. Also,
Calculated Members and KPIs are created here to be used in reporting. Design is again performed in Microsoft Visual
Studio for Business Intelligence (BIDS). SSAS is even more graphical than SSIS and a robust Cube Wizard can be used to
create a large part of the design elements. The only code needed to be written is MDX for the Calculated Members and
KPIs and T-SQL for Partitioning.

Cubes 2 main parts are Measures and Dimensions (composed of Attributes and Hierarchies)

Hierarchies as the name implies have ordered levels which refer back to a Dimension Attribute

A helpful screen is the Cube Dimension Usage which displays what dimensions and measures are related for a cube


SSAS – Analysis Services

All the functionality of MDX is available in Calculated Members and KPIs. You can create as many Calculated Members
(also Named Sets) as you need. MDX expressions are created and the formatting and look can be specified here.

Calculated Member List Expression with Formatting and Display choices

A KPI can then be created using Profit Percent as a Value with the Goal and Status set


SSAS - Analysis Services

The KPI Profit Percent for Clients as it would appear in an Excel Pivot Table

Another KPI example of Overhead Percent by Overhead Type for Multiple Quarters


SSAS - Analysis Services

Cube Partitioning is almost always done by a Time parameter. In this case data before 2005 is kept in separate partition.

Code for Partitions is written in T-SQL. This code should be tested thoroughly in Management Studio before being
implemented here (notice the warnings on double counting at the bottom).


SSRS – Reporting Services

Reporting Services

Reporting Services is one of several ways to design analytics in the Microsoft BI platform. They can be published for
viewing to a SharePoint Server. Design is again performed in Microsoft Visual Studio for Business Intelligence (BIDS).
Both SQL databases and OLAP databases can be utilized as data sources. MDX is available for OLAP databases for
defining data sets and creating calculated members. (MDX expressions are NOT available in Excel Pivot Tables.)

SSRS utilizes a data source that multiple reports can be made from. Each report will have data sets defined for it. Data
sets can be created using the graphical interface or by writing MDX for OLAP databases. Only one data set is utilized for
report layout, but other data sets are utilized for parameters.

The Employee Report is using the Project Labor Cube. The data set for Labor will be used on the report layout.

Parameters are defined for the report utilizing the other data sets. Different data sets can be used for the list of
available values and the default values of the parameter as shown below for the From Week End Date.


SSRS – Reporting Services

The Layout tab in SSRS has Header, Body, and Footer sections, as well as the ability to create totals, insert images, and
utilize functions and operators in expressions. Below is the report from the Preview Tab with cascading parameters.


PPS – Performance Point Server

Performance Point

Performance Point is another way to design analytics. It is well suited for creating dashboards and scorecards as well as
reports and charts. You can publish the analytics to a PPS server or to a Sharepoint Server. (Microsoft is planning to put
PPS under the SharePoint – MOSS umbrella for the 2010 version.)

PPS designer is NOT BIDS; it has its own designer interface. Filters are the way that parameters are passed between the
dashboard, scorecard, or report.

An example of a Scorecard in PPS


PPS – Performance Point Server

Below is a Labor report of Top 10 Jobs ranked by Hours and Top 5 Employees ranked by Hours. The filter is Quarter/Year.
This report was created in PPS, but deployed to a SharePoint Server.

This is the MDX and Filter for the Top 5 Workers defined in PPS.

Here is how the Parameter Filter for Quarter/Year is implemented.


MOSS – SharePoint Server

SharePoint Server also known as MOSS (Microsoft Office SharePoint Server) is what enables you to deploy the various
types of analytics to the Web. SSRS, PPS, and Excel documents can all be published to SharePoint.

Below are 2 Excel charts turned into a PPS reports, which have been added to a PPS dashboard with Filters.


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