Foreword | p. ix |
About the Authors | p. xi |
About the Technical Reviewer | p. xiii |
Acknowledgments | p. xv |
An Overview of Analytics | p. 1 |
Understanding Analytics | p. 1 |
The Value of Analytics | p. 2 |
Why Analytics Implementations Fail | p. 2 |
Environment Preparations | p. 4 |
Summary | p. 22 |
Seven Keys to Successful Reporting Projects | p. 23 |
The Seven Keys Approach | p. 23 |
Developing Executive Sponsorship | p. 23 |
Department Managers | p. 24 |
Senior Executives | p. 24 |
Identifying Organizational Key Performance Indicators | p. 24 |
Delivering Structured, Ad Hoc Reports | p. 25 |
Selecting Appropriate Technologies | p. 25 |
Reviewing the Appropriate Microsoft BI Tools for Various User Roles | p. 27 |
Identifying and Prioritizing Final Phase-One Solution Components | p. 30 |
Ensuring Data Availability | p. 32 |
Proactively Reviewing Data Quality | p. 33 |
Adjusting Core System Business Rules | p. 33 |
Delivering Organization-wide Performance Management | p. 34 |
Summary | p. 35 |
Key Performance Indicators | p. 37 |
Keeping KPIs Forward Looking | p. 37 |
Understanding the Core Principles for KPIs | p. 39 |
Using Specific Metrics | p. 39 |
Ensuring Clear Metric Ownership | p. 40 |
Keeping Metrics Measurable | p. 40 |
Using Timely Metrics | p. 40 |
Limiting the Quantity of KPIs for a Given Scorecard | p. 40 |
Assigning Targets to KPIs | p. 41 |
Aligning the KPI with Organizational Goals | p. 41 |
Developing a KPI Step By Step | p. 41 |
Assembling a Team to Define KPIs | p. 42 |
Categorizing Potential Metrics | p. 42 |
Brainstorming Possible Metrics | p. 43 |
Prioritizing Draft Metrics | p. 43 |
Performing a Final Filter on Metrics | p. 46 |
Setting Targets for Selected Metrics | p. 49 |
Combining the KPIs into a Scorecard | p. 51 |
Summary | p. 51 |
Microsoft Platform Components for Dashboards | p. 53 |
Understanding the Analytics Pyramid | p. 53 |
Creating Basic Analytics | p. 54 |
Mapping KPIs to Source Systems | p. 55 |
Identifying Specific Analytics Stakeholders | p. 58 |
Prioritizing Scorecards and Reports | p. 59 |
Developing Initial Reports and Dashboards | p. 61 |
Moving into Intermediate Analytics | p. 80 |
Developing a Basic Analysis Services Cube | p. 81 |
Designing an Approach to Deliver Trend Data | p. 95 |
Developing Your Data Mart and SSAS Cube | p. 95 |
Evaluating Limitations in Your BI Platform | p. 96 |
Considering Advanced Analytics | p. 96 |
Summary | p. 97 |
Core Components of SQL Server 2008 | p. 99 |
Developing a Sales Manager Dashboard | p. 100 |
Developing the Marketing Campaign Dashboard | p. 121 |
Summary | p. 141 |
SQL Server Analysis Services | p. 143 |
Understanding Sales Trends | p. 144 |
Identifying the Sales Trend Measures | p. 145 |
Identifying the Sales Trend Dimensions | p. 145 |
Tracking Search Engine Marketing | p. 157 |
Indentifying the SEM Measures | p. 158 |
Identifying the SEM Dimensions | p. 158 |
Summary | p. 170 |
Performance Management | p. 171 |
Defining "Performance Management" | p. 171 |
Managing Sales Performance | p. 173 |
Creating the Dashboard Display | p. 173 |
Drilling into the KPI Details | p. 179 |
Managing Marketing Performance | p. 185 |
Summary | p. 193 |
Implementation and Maintenance of the Integrated System | p. 195 |
Understanding the Project Management Phases | p. 195 |
Beginning with the Envisioning Phase | p. 196 |
Identifying the Project Scope | p. 197 |
Calculating the ROI | p. 197 |
Selecting the Project Scope | p. 198 |
Planning the Project | p. 199 |
Initiating the Design Phase | p. 203 |
Designing the Schema | p. 203 |
Designing the User Interface | p. 204 |
Developing Use Cases | p. 205 |
Working Through the Build Phase | p. 206 |
Moving into the Test Phase | p. 206 |
Releasing the Solution During the Deployment Phase | p. 208 |
Training Various Resources | p. 209 |
Releasing the Solution | p. 209 |
Maintaining the System | p. 212 |
Performing Core Maintenance | p. 213 |
Moving Past the Initial Implementation | p. 214 |
Performing Overall Project Management Tasks | p. 217 |
Categorizing Project Management Tasks | p. 217 |
Using SharePoint As a Project Management Tool | p. 220 |
Summary | p. 221 |
Case Studies | p. 223 |
Reporting in a Hosted Business Application Environment | p. 223 |
Identifying the Customer's Challenges | p. 223 |
Exploring the Solution | p. 224 |
Seeing the Results | p. 234 |
Implementing Embedded Analytics | p. 235 |
Identifying the Customer's Challenges | p. 236 |
Exploring the Solution | p. 236 |
Seeing the Results | p. 243 |
Adding Web Analytics | p. 244 |
Identifying the Customer's Challenges | p. 245 |
Exploring the Solution | p. 246 |
Seeing the Results | p. 247 |
Summary | p. 249 |
Index | p. 251 |
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