Tutorial On The Software Used For Business Intelligence – Reporting with Business Intelligence (BI) requires extensive data modeling and deep SQL knowledge to uncover insights. Modern BI reporting is thankfully very simple.
Business Intelligence reporting is the process of visualizing your data in the form of reports and dashboards to make better decisions. Going through this process ten years ago was a daunting prospect. But with today’s technology, you can break down the BI reporting process into simple component steps.
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If you’re starting from scratch, there are eight steps to follow for modern BI reporting. If you already have a BI platform; You can skip to step #/4 below. Everyone else: Have your pens and notebooks ready.
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As your business grows and/or moves to the cloud, there are four maturity levels that your data will go through. Knowing what stage you are at will help you understand how to address your specific needs when it comes to BI reporting.
We wrote an entire book about this perfection process to make it comprehensive and accessible. I’ll do a quick summary here to get you up to speed.
The source data level includes your data from Google Analytics; Salesforce and when distributed among multiple individual sources, such as one or two individual databases. At this stage, In BI reporting; Most of the work is related to organizing your disparate data sources. It forces you to do analysis in a silo without putting the cell itself into variable Google Sheets and integrating this data with data from other sources.
The data lake phase is when you first start consolidating data across resources (ie, mixing data) into a central location where they all usually reside together. For BI reporting in Lake Phase; You may need to make some basic changes, such as selecting columns or collecting personally identifiable information, to ensure all your data works together.
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The data warehouse phase is when you organize your centralized data in a way that makes it easy to use within your organization. BI reporting at the warehouse level is a breeze (with the right BI platform, which we’ll get to later), and most of your work will be querying and visualizing data.
The data mart stage is when teams within your organization need exclusive access to only certain parts of your structured data. BI reporting at the data mart level is also very simple, but the focus should be on empowering non-technical users to create reports or dashboards themselves.
There are several anomalies that we see here. The important thing is to understand where your business currently fits and use that knowledge to help you choose the right BI reporting platform.
A good BI platform fulfills three aspects; Each of these will help you through the four stages of cloud data maturity. Choose your BI platform based on how good it is
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Set of resources; Whether it’s a pond or a storage facility. Your BI platform should be able to include all the information you need. This is especially useful for early-stage businesses where all your data is split between a few different devices. Make sure your BI platform allows your data to be aggregated (i.e., it’s all combined) into a more cohesive dataset.
Your BI platform should provide the ability to query your data using SQL. The easier it is for a BI platform to work with SQL. Easy-to-use query builders such as Visual Query Builder are especially useful for businesses at levels 2-4. Businesses at these stages have more complex data infrastructures and want their employees to take advantage of it. Yes, We are biased; But a good example of a BI platform that makes it easy to understand your data is Visual SQL. We will discuss it a little later.
Finally, Your BI platform should have an easy way to turn your queried data into reports and dashboards that can be shared and used for decision making. The ability to visualize data to help make better decisions is a core functionality for any BI platform, and cloud data helps businesses at their maturity levels.
Again we are going through the main concepts. We’ve written extensively on how to choose a BI platform. What should be taken away from here are the key functions of BI platforms that impact your BI reporting process.
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There are two different views of BI reporting: reports and dashboards. There is a small but important difference between the two and you need to understand the difference for proper reporting.
Reports are stable and use historical data to predict the future. The purpose of the report is to provide in-depth analysis of events that occur to inform decision-making and project trends. Because of its comprehensive nature, the reports are weekly; monthly More actionable and issued at regular intervals such as quarterly.
Dashboards tend to be interactive in real time and focus on real-time decision making. The purpose of a dashboard is to check how certain metrics are performing. Dashboards usually have some initial setup time, but take care of them from there with the occasional tweak here and there.
For the purposes of this article, The practice of “business intelligence reporting” will describe the process of creating reports and dashboards so that data can be visualized for decision making. As we’ll get to in step 5, knowing the difference will help you get through it.
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Once you’ve selected and configured your BI platform, it’s time to collect your data. There are two general ways to connect your data to your BI platform.
BI platforms have proprietary interfaces that do most of the work for you. All you have to do is provide login details and possibly a unique key for each data source. A good early marker for the quality of a BI platform is its context library: the more the merrier.
For everything else, Your developers can set up an SSH tunnel to securely connect your data source/lake/warehouse to your BI platform. A more technical option is better for businesses that have their databases on private connections or are considering a firewall.
From your BI report. BI insights should aid decision making. Gather your audience by answering these questions:
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You may want to jump in with a quick ad to illustrate the concept. Or maybe you need to put some “oomph” behind a comprehensive report you’ve been planning for weeks. However, A clearly defined purpose behind your vision will keep you on track and keep your work flowing.
Busy business leaders have a lot on their plate and may just need an executive summary. Individual contributors, on the other hand, may want to delve deeper. or vice versa. It all depends on who your audience is; So make sure every aspect of your BI reporting is tailored to their needs.
In other words, what decision is your audience making that needs more support? Think about how they will use this information and when. They are stable, A one-time report may be required. Or they may need a real-time dashboard that they can view throughout the day. Keep this goal front and center in your mind as you create your ideas.
Then it’s time to extract the information you need using questions. The information you use must be determined by your purpose and audience.
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You write queries in SQL, a coding language designed to connect to databases and data warehouses. Queries let you select the ranges of data you want to compare and join them for easy comparison. for example, You can pull marketable leads from a source like HubSpot and compare them to advertising costs from Facebook.
SQL is the only way to query data, so it pays to be familiar with it. That is, Many BI platforms have proprietary ways of working with SQL to make it easier for non-technical people to use. for example, We created Visual SQL that allows anyone to create queries without needing SQL knowledge. Here’s a quick video about it.
If you don’t know SQL and want to learn it, he also wrote a book about it. At Columbia Data School, you can learn SQL from industry experts and professors.
Now comes the fun part: creating the tables. Once you’ve queried your data (we call it the “pipeline”), your results will appear in the table below (we call it the “result table”). A “Chart Preview” where you can choose your view is on the top right.
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Piping your views is as simple as you would a table of results and managing the auto-generated tables in the table preview. Once you’ve created your chart, all that’s left to do is click on the big blue button.
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