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Practical Guide to the Microsoft OLAP Server Book

Practical Guide to the Microsoft OLAP Server
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Practical Guide to the Microsoft OLAP Server, With the introduction of Microsoft's OLAP Services, Online Analytical Processing (OLAP) technology has become a major force in today's marketplace. OLAP, which enables multidimensional databases for sophisticated decision support, is a technology that IT , Practical Guide to the Microsoft OLAP Server
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  • Practical Guide to the Microsoft OLAP Server
  • Written by author John Shumate
  • Published by Addison Wesley, 2000/06/26
  • With the introduction of Microsoft's OLAP Services, Online Analytical Processing (OLAP) technology has become a major force in today's marketplace. OLAP, which enables multidimensional databases for sophisticated decision support, is a technology that IT
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Preface xiii
Part I Basics 1
Chapter 1 OLAP Concepts 3
1.1 Five Characteristics of OLAP 7
1.2 OLAP Applications 9
1.3 Decision Support 11
1.3.1 Decision Support versus Transaction Processing 14
1.3.2 Decision Support and the Data Warehouse 18
1.3.3 Datamarts and Data Warehouses 21
1.4 Key OLAP Concepts 23
1.4.1 Measures 23
1.4.2 Dimensions 24
1.4.3 Hierarchies and Aggregation 24
1.4.4 Multidimensional Cubes 25
1.5 Components of an OLAP Application 27
1.5.1 Data Acquisition 27
1.5.2 Data Structuring and Storage 30
1.5.3 Multidimensional Analysis 30
Chapter 2 OLAP History and Trends 31
2.1 The OLAP Story 31
2.1.1 The First Generation 31
2.1.2 The Second Generation 33
2.1.3 The Third Generation 34
2.2 The Little Engine That Could 37
2.3 Plato 38
2.4 OLAP Standards 40
2.4.1 The OLAP Council 40
2.4.2 OLE DB for OLAP and MDX 42
2.5 OLAP Solutions 42
2.5.1 Intended Function and Audience 43
2.5.2 Data Acquisition and Storage 45
2.5.3 End-user Client Model 51
2.5.4 Visualization 54
2.5.5 Time Intelligence 56
2.5.6 Open Environment 57
2.5.7 Automation 59
2.6 OLAP Trends 60
2.6.1 Analysis at Large 60
2.6.2 Integration 61
2.6.3 Packaged Applications 61
2.6.4 Cutting Data Clutter 62
Chapter 3 Introduction to Microsoft SQL Server OLAP Services 65
3.1 The Enterprise Picture 65
3.2 OLAP Services Functionality 67
3.3 OLAP Services Architecture 68
3.3.1 System Components 68
3.3.2 Open and Extensible Environment 71
3.3.3 Data Acquisition 74
3.3.4 Read/Write Data Access 75
3.3.5 Multidimensional Storage Options 75
3.3.6 Time Intelligence 80
3.3.7 OLAP Services Security 81
3.4 OLAP Manager Architecture 81
3.5 SQL Server 7 Software Versions 82
3.6 Benefits of OLAP Services 83
Part II Implementation: Planning, Analysis, and Design 85
Chapter 4 Planning the OLAP Project 87
4.1 Project Planning Steps 88
4.2 Defining Project Goals 89
4.3 Decomposing the Task List 91
4.4 Identifying Resources 101
4.4.1 Staff Resources 101
4.4.2 Nonstaff Resources 106
4.5 Estimating the Schedule 109
4.6 Estimating the Budget 111
4.7 Assessing the Risks 113
4.7.1 Money 114
4.7.2 Time 114
4.7.3 Unknowns 115
4.7.4 Dependencies 115
4.7.5 Assumptions 116
4.8 Conducting a Final Review 116
4.9 The Plan in Action 116
4.10 Project Planning Tools 118
4.11 OLAP in the Self-actualized Enterprise 119
4.12 Assessing the State of Your Enterprise 122
Chapter 5 OLAP Systems Analysis 125
5.1 The Analytical Process 127
5.2 The Analytical Spirit 128
5.3 Perspectives of Information Providers and Users 128
5.4 Information-Collecting Interviews 131
5.4.1 Strategic and Planning Executive Interviews 132
5.4.2 Business Perspective Interviews 134
5.4.3 Technical Perspective Interviews 135
5.5 Reviewing Current Systems 137
5.6 Source Data Analysis 138
5.6.1 Host Platform and Data Accessibility 139
5.6.2 Scope and Variance of Source Data 139
5.6.3 Analysis of Data Quality 143
5.6.4 Measures Analysis 148
5.6.5 Dimensional Analysis 149
5.6.6 Relational Analysis 154
5.6.7 Physical Examination 155
5.7 Recording Metadata 160
5.8 Conducting a Final Review 161
5.8.1 Roadblocks 161
5.8.2 Bottlenecks 162
5.8.3 Black Holes 162
5.8.4 Miracles 163
5.8.5 Redundancies 163
5.9 Refocusing on Goals 164
Chapter 6 Designing Your OLAP Services Solution 165
6.1 The Solution Proposal 167
6.2 Database Design 169
6.2.1 The Subject of Analysis 170
6.2.2 The Measures 170
6.2.3 The Dimensions 171
6.2.4 The Star and Snowflake Schemas 171
6.2.5 Schema Complexities 176
6.3 Source Data Transformations 177
6.3.1 Data Transport Architecture 178
6.3.2 Data Element Mappings and Transformation Rules 180
6.3.3 Extraction and Transformation Processing Tools 181
6.3.4 Quality Control 182
6.4 Cubes and Cube Processing 184
6.5 System Security 187
6.5.1 A Basic User Security Scheme 189
6.5.2 Beyond Basic Security 194
6.5.3 Physical Security 195
6.6 End-user Access 197
6.7 Custom Components 200
6.8 Design Review 202
Part III Implementation: Construction, Release, and Support 203
Chapter 7 Installing OLAP Services 205
7.1 Minimum Requirements 205
7.2 User Accounts 207
7.3 Final Prep for Installation 208
7.4 Performing the Installation 209
7.5 Verifying the Setup 211
7.6 Client and Database Drivers 214
7.7 Administrator Accounts 215
7.8 Registering OLAP Servers 215
7.9 Migrating the Repository to SQL Server 216
7.10 OLAP Manager Add-ins and Function Libraries 217
Chapter 8 Building the OLAP Database 219
8.1 Quick Guide to OLAP Manager 219
8.2 Creating the Database 221
8.3 Creating Data Sources 221
8.4 Creating Dimensions 222
8.4.1 Standard Dimension 223
8.4.2 Time Dimension 224
8.5 Creating Cubes 226
8.6 Calculated Members 228
8.7 Design Storage Options 230
8.8 Database Roles and Read/Write Permissions 232
8.9 Aggregation Functions 233
8.10 Processing Cubes 234
Chapter 9 Using Excel as an OLAP Client 237
9.1 How Excel Works with OLAP Data 237
9.2 Data Drivers and MS Query 239
9.3 Data Sources 239
9.4 PivotTables 241
9.4.1 Introduction to PivotTables 241
9.4.2 Creating OLAP PivotTable Reports 244
9.4.3 Working with PivotTables 245
9.5 PivotCharts 248
9.5.1 Basics of PivotCharts 248
9.5.2 Working with PivotCharts 250
9.6 Offline Cube Files 251
9.7 Creating OLAP Cubes from Relational Data 252
9.7.1 Overview of Creating Cubes 252
9.7.2 Creating an MS Query on Relational Data 253
9.7.3 Running the OLAP Cube Wizard 255
9.8 OLAP and Excel on the Web 256
9.8.1 Overview of Office and Excel Web Functionality 256
9.8.2 Noninteractive Web Reports 257
9.8.3 Interactive PivotLists 259
9.8.4 Interactive PivotCharts 260
9.9 Preparing to Implement Excel as Your OLAP Client 261
9.9.1 Minimum Requirements 261
9.9.2 Creating a Shared Folder for Data Sources 262
Chapter 10 Managing the OLAP Application 263
10.1 Administrative Duties 263
10.1.1 Scheduled Administrative Functions 264
10.1.2 Unscheduled Administrative Functions 265
10.2 Documentation and Metadata 265
10.2.1 Administrator's Guide 266
10.2.2 User's Guide 266
10.2.3 Metadata 268
10.3 Training 269
10.3.1 Administrative and Technical Training 269
10.3.2 End-user Training 270
10.4 User Support 271
10.5 Refreshing Cube Data 272
10.5.1 Incremental Update Processing 273
10.5.2 Refresh Cube Processing 274
10.6 Cube Usage Analysis and Optimization 275
10.6.1 The Query Log 275
10.6.2 Usage Analysis Wizard 276
10.6.3 Usage-Based Optimization Wizard 277
10.7 Write-back Data Maintenance 279
10.8 Refinements and Additions 281
Chapter 11 Third-Party OLAP Clients 283
11.1 Overview 283
11.2 Excel Add-ins 284
11.3 Dedicated Fat Clients 286
11.4 Internet Solutions 290
11.5 Managed Query and Reporting Tools 293
11.6 Vertical-Market and Value-Added Solutions 295
11.7 Software Developer Kits 298
11.8 Client Selection Process 300
11.8.1 Establishing Selection Criteria 300
11.8.2 Selecting Product Category 303
11.8.3 Conducting Product Search 303
11.8.4 Hands-on Product Evaluation 305
Part IV Beyond the Basics 309
Chapter 12 Multidimensional Expressions 311
12.1 Overview of MDX 311
12.2 How MDX Is Applied 312
12.3 MDX Sample Application 313
12.4 Learn Your Way Around the Cube 315
12.4.1 Dimensional Structure and Family Relationships 315
12.4.2 Member and Tuple References 316
12.4.3 Set References 317
12.5 Basic Selects 317
12.5.1 Cube Specifications 318
12.5.2 Axes Specifications 319
12.5.3 Slicer Specifications 320
12.6 MDX Functions 324
12.6.1 Member Functions 325
12.6.2 Set Functions 330
12.7 Advanced Selects 337
12.7.1 Nested Dimensions: Tuples and Crossjoins 337
12.7.2 Multiple Measures 339
12.7.3 Calculated Members 340
12.7.4 Numeric Functions in Parameters 344
12.7.5 Handling Empty Values 345
12.7.6 Filtering Datasets 347
12.8 Where to Go from Here 349
Chapter 13 Advanced Application Techniques 351
13.1 Member Properties and Virtual Dimensions

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