Business Intelligence Tutorials – Business intelligence (BI) reporting is used to require extensive data analysis and deep knowledge of SQL to obtain insights. New BI reporting is much easier.
Business intelligence is the process of analyzing your data in the form of reports and dashboards to make better decisions. Ten years ago, it would have been terrifying to walk this path. But with today’s technology, you can break down the BI reporting process into simple steps.
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If you are starting from scratch, there are eight steps to the new BI report that you need to go through. If you have a BI platform, you can skip down to step #/4. Other things: get your pen and notebook ready.
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As your business grows and/or moves to the cloud, there are four stages of maturity that your data will go through. Understanding your niche will help you understand how to address your unique needs when it comes to BI reporting.
We have written an entire book about this growth process, which we have written to be comprehensive and accessible. We’ll do a quick summary here to get you up to speed.
The data source level is when your data is scattered across independent sources, such as Google Analytics, Salesforce, and a personal database or two. Now, when it comes to BI reporting, most of the work involves integrating your various data sources. You’re forced to work with data in silos (e.g. Salesforce only) without an easy way to integrate that data with other data instead of throwing it all into within Google Sheets, it can become its own silo.
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The data pool stage is when you first begin to integrate data from all sources (ie, aggregated data) into a database, typically. To create a BI report at the internal level, you need to make some initial changes, such as selecting a column or deleting personal information, in order to access your data. when working together.
The database stage is when you design your database so that it’s easy for your organization to use. BI reporting at the store level is a breeze (with a proper BI process, which we’ll get into later), and most of your work is querying and analyzing data.
The data marketing segment is when teams in your organization need specific access to specific parts of your structured data. BI reporting is also easy at the data level but requires consideration in allowing non-technical users to create reports or dashboards on their own.
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We have many things to show. The key is to know where your business is now and use that knowledge to help you choose the right BI reporting platform.
A good BI environment fulfills three roles, each of which will help you move through the four levels of cloud computing. Choose your BI platform based on its quality:
Whether it’s corporate, internal, or warehouse, your BI platform can access all the data you need. Being able to integrate all of your data is especially useful for tier 1 businesses, where your data is scattered in two directions. Make sure your BI platform allows you to integrate your data (for example, all of it) and put it into a unified database.
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Your BI tool should provide the ability to query your data using SQL. The simpler a BI platform is to work with SQL, the better. Easy-to-use survey tools, such as survey tools, are especially useful for businesses at levels 2-4. Businesses have access to data more easily and want employees to take advantage of it. Yes, we agree, but a good feature of a BI platform that makes it easier to understand your data is Visual SQL, which we will dive into a little later.
Finally, your BI platform has an easy way to turn your data queries into reports and dashboards that you can then share and use for decision making. The ability to see data to help you make better decisions is the main function of any BI platform and helps companies at all levels of knowledge of cloud data.
Again, we’re just going through the basics. We’ve written extensively about choosing a BI platform; Covered here are the key functions of BI tools that affect your BI reporting process.
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BI reporting has two types of features: reports and dashboards. There are some important differences between the two, and you need to understand this difference to create the right presentation style.
The reports are static and use historical data to predict the future. The purpose of the report is to provide an in-depth analysis of past events to inform decision-making and program changes. Due to this very broad format, the reports are best done at regular intervals, such as weekly, monthly, quarterly, etc.
Dashboards are real-time and often interactive, focusing on real-time decision making. The purpose of the dashboard is to provide a pulse check on the performance of certain measurements. Menus usually have a set time but be aware that they will get there, with the occasional tear here and there.
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For the purposes of this article, the term “business intelligence” describes the process of creating both reports and dashboards so that both users can see the data to inform decision-making. As we move on to step #5, knowing this difference will help you get there.
Once you’ve selected and configured a BI platform, it’s time to connect your data. There are two general ways to connect your data to your BI platform:
BI systems have dedicated servers that do most of the work for you. All you have to do is provide the details and a unique key for each data source. A good starting point for the quality of a BI platform is its database: the better, the better.
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For everything else, you can set up developers in an SSH tunnel to securely connect your data source / pool / warehouse to your BI platform. This multi-technological option is ideal for companies that have their own database of communications or firewall concepts to consider.
For your BI report. BI insights are needed to support decision making. Position your audience according to your answers to these questions:
Maybe you want to shoot a quick ad hoc video to illustrate a point. Or maybe you just need to put some “oomph” behind a perfect presentation you’ve been planning for weeks. However, a clearly defined goal behind your vision will keep you on track and prevent your performance from ballooning.
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Many business leaders are busy on their boards and may need a summary. Individual contributors, on the other hand, may want to research and dive deeper. Or else. It’s all about what you see, so make sure you customize each aspect of your BI report to their advantage.
In other words, what decision will your audience make that requires more supporting information? Consider how they will use this data and when they will use it. They may need a solid, one-time report. Or they need a real-time dashboard that they can monitor throughout the day. Keep this principle front and center in your mind when creating your videos.
Then, it’s time to pull the data you need using queries. The content you use should be determined by your goals and audience.
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You write queries in SQL, a programming language designed to connect data and databases. In the query select the different data you want to compare and allow you to easily join the comparison. For example, you can pull in customers from a single source, like HubSpot, and compare ad spend on Facebook.
SQL is the only way to query data, so it pays to learn. That said, many BI platforms have specific ways to work with SQL to make it easier for non-technical people to use. For example, we created Visual SQL, which allows anyone to build queries without any SQL knowledge. Here’s a quick look at how it works:
If you don’t know SQL and want to learn, we have written a book about that. You can learn SQL in the data center from experts and experts at Columbia.
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Now comes the fun part: creating the charts. At , when you query your data (what we call “Pipe”), your results will appear in the table below (what we call “Results”). On the right is the “Pull View Chart,” where you select your view.
It’s as easy to add your views as you do with the Chart Preview as you would a spreadsheet, then align the charts created in the Chart Preview. When you’re done creating your chart, all that’s left is to click the big blue button
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