SUBHEAD OR DATELINE CAN GO HERE

1. Business Intelligence At Insight SUBHEAD OR DATELINE CAN GO HERE

2. About Insight • Established in 1988 • Premier single source provider of IT products and services • Fortune 1000 company with 4,500 employees • Headquartered in Tempe, AZ with many locations throughout the U.S. • International presence in Canada and the United Kingdom • Over 200,000 name brand products from over 1700 Manufacturers • Specialize in complete IT lifecycle services

3. Goals of Presentation On Completion you will: • Know what Insight used prior to BW (Business Warehouse) • Understand the existing architecture in the BWDSS (Business Warehouse & Decision Support System) environment • Understand the main reports and tools contained in BWDSS environment • Be able to create a simple query through BW

4. Prior to BW • MAX – IMS BASIC based system • Data stored in Flat files • Data mining tools • Excel • Access • Problems • Reports were saved locally • Reports were not consistent

5. Current System Architecture SAP BW System SAP R/3 System Master Data & Transaction Data Updates

6. Current System Architecture-contd • SAP BW ( Business Warehouse) • Used as the extraction point for external reporting data • Used as an On-Line Analytical Processing (OLAP) server for analysis • Not real-time; feeds done nightly • Data extracted, cleaned, and transformed into queryable objects

7. Current System Architecture - contd • DSS ( Decision Support System) • Relational database fed from BW, Symposium, and other sources • Not real-time; same schedule as BW • Back-end for Reportzone

8. Current System Architecture - contd • Reportzone • An Active Server Pages web application for visibility into DSS system • Provides quick, canned reports company-wide • Transparent security model with no need for logging in

9. Rationale behind architecture • Technical • Needed to distribute load due to 1500 users • Each environment serves a different purpose: • BW – Ability to analyze large amounts of data without having to know how to write SQL • DSS – Ability to manipulate data and run complex queries against multiple data sets without BWDSS team to model data in advance • Reportzone – Quickly display data for ease of use

10. Rationale behind architecture Business • Supports three distinct types of users: • Technical Users – adhoc reporting, somewhat complex queries • Power Users – analysis, easy access to large volumes of data • Casual Users – spoon feed users information that is deemed appropriate

11. Data Extraction Procedure • Setup the extraction structures • A structure is a definition of the layout of the Data elements pertaining to a specific Transaction ( like sales Order) • Make Structures available in both the Source and the Target systems • Setup periodic jobs to send Data from R/3 to BW. • Also setup change pointers – for change documents

12. Data Available • Sales Orders • Order Header and Line item details • Deliveries • Order Delivery details • Invoices • Invoice Header and Line item details • Customers • Customer master details • Materials • Material Master and Virtual Sourcing Data • Symposium / Avotus ( Phone System) • Only through DSS • Call summary data and call detail data

13. Reports Available • Commission Recap – Quick access to commissionable invoices by day. • Performance Recap – Rep scorecard, includes variety of metrics in addition to commissionable GP. • Customer Purchase Reports – Quote / Order / Invoice history for a customer. • Top 50 Reports – Displays top 50 customers, materials, material groups, material pricing groups, and manufacturers for both MTD and yesterday. • Flash – Product Manager scorecard for determining revenue and GP on a monthly basis, relative to budgets they assign themselves

14. Reports Available - contd • Contest Reports – Simplified reporting wizard to query data for contest purposes • Sales Query – Simplified query tool for reps to search for sales in their owned accounts • Call Lists – Tool for Analytics team to build a call list out of a rep’s book and get that list back to sales • Cost Adjustments – Tool to allow the Sales floor to put in cost adjustment requests that work their way through an approval process up to Accounting • Inter-Company Referral Tool –it allows the COE (Center of Excellence) groups to communicate with the Sales floor

15. User Profiles • Three types of users in BW: • Technical Team • Power Users • Casual Users • Technical Team will create and save queries that are not editable by anyone else. Used to control information for certain types of reports (such as 10Q/K) • Power Users have the ability to create queries and modify any query other than those created by the Technical Team. This will be most of the ISBAs, and ultimately will include FBAs and Department Power Users. • Casual Users only have the ability to run queries that someone else has created. This will be people that are not trained on the system, but may need access to do some things adhoc if necessary.

16. Objects to Query • ODS • Stands for Operational Data Store, which really means it is a flat structure, i.e. a database table • These are the foundations for a cube, and ultimately provide the granularity behind the cube data • Fully queryable, just like a cube

17. Objects to Query - contd • Cubes • Multi-dimensional structures created to allow fast access to mass amounts of information. • Structured around two key concepts: Key Figures and Characteristics • Examples of Key Figures: Revenue, Cost, Quantity, Number of Invoices • Examples of Characteristics: Sales Organization, Sales Office, Payment Term, Sales Person • Characteristics in BW are known as Dimensions in other Data Warehousing tools • In BW, a group of characteristics comprise a “Dimension” • Example: We group the following characteristics into a Dimension called “Organization”: Company code, Sales Office, Sales Organization, Sales Group

18. Demo of a Query from BW • BEX (Business Explorer Analyzer )Analyzer • Can be run through a variety of mediums, Like Excel/Access • User-friendly drag and drop tool, doesn’t require knowledge of underlying structure of the data, or any coding

19. Demo of a Query from BW - contd • The BEX runs via Excel . The only difference initially is the BEX toolbar:

20. Demo of a Query from BW - contd • Click on the far left icon (the open folder) and select Queries:

21. Demo of a Query from BW - contd • We will then see things based on the access level of the user (in this example, we have logged in as an SD ISBA (Sales & Distribution IS business Analyst). • Click on the white paper in the tool bar at the top right to create a Query

22. Demo of a Query from BW - contd • We get a choice to what we want to query. As an example, if we want to see invoiced sales (revenue) by sales organization since 1/1/04. • To get there, we will go to the Sales and Services InfoArea (selected below).

23. Demo of a Query from BW - contd • We navigate to the Sales and Dist folder off the Sales and Services area, and it gives us the available queryable objects in this folder.

24. Demo of a Query from BW - contd • Since our example was regarding Invoices, we know to navigate to the “Cube” labeled “Invoices” and double-click. • Note the different icons on each type of object.

25. Demo of a Query from BW - contd • We are now presented with the actual query designer. This is the drag-and-drop tool used to query BW data.

26. Demo of a Query from BW - contd • Areas of the query designer: • Left Window Pane includes the objects available to select in your query. It is organized by Key Figures (numerical values) and Dimensions (areas of characteristics). • Filter: allows you to reduce the records returned, using any field you would like, except for the ones you select in the other areas.

27. Demo of a Query from BW - contd • Areas of the query designer: • Free Characteristics allow us to select characteristics that we might not want to include in our initial query, but might need to in the future, allowing us to not have to go back to the designer to do so. • Rows and Columns: defines the x and y axes of your query. They will behave the same. Note, we must include at least one Key Figure and one characteristic for a query to work.

28. Demo of a Query from BW - contd • In our example, we want invoiced revenue by sales organization since 1/1/04. Thus, we will need sales organization characteristic, the product revenue key figure (what we’re trying to measure), and a filter on billing date. • As listed on the right, we can drag and drop from the left window pane to the appropriate areas on the right.

29. Demo of a Query from BW - contd • To set the date filter, the calendar day characteristic can be dragged and dropped under the filter. Then right-clicked and choose “Restrict”.

30. Demo of a Query from BW - contd • This window is the filter selection window whether it’s calendar date or any other characteristic. • We choose a date and use the blue arrow in the middle to add it to the right selection window. • Then hit OK, to add it to the query.

31. Demo of a Query from BW - contd • Now, we are ready to save and run the query. • Click on the green execute button in the tool bar:

32. Demo of a Query from BW - contd • If only we want ourselves to be able to see this query going forward, we can save it in favorites. • Otherwise, we can click on the Roles button on the left. We will then be presented with the Roles areas we have access to save things to. In this example, we are SD ISBA’s (aka Power Users), thus we only see that Role area.

33. Demo of a Query from BW - contd • At the bottom, enter both a Description and a Technical Name. The Description can be whatever we want. • The technical name, however, needs to ALWAYS start with a “Z”. • Enter the values at the bottom and click the SAVE button. • Once we save it, the query will execute by launching us back into excel.

34. Demo of a Query from BW - contd • This gives our results window, which will look like a regular excel formatted spreadsheet. (It isn’t, but it looks like one!) • As our query specified the Sales Organization in the Rows pane of the query designer, this will be located on the x-axis. • Since we only specified one key figure (Product Revenue) on the Columns pane (the y-axis), these will show as such: • THAT’S THE ENTIRE QUERY!!!!

35. Demo of a Query from BW - contd • We could add additional characteristics, you could format it into a chart to present, etc. • Let’s say we want first by Sales Organization then by Sales Office. We could modify the query appropriately (adding the Sales Office characteristic to the columns pane via the query designer), and this would be the result: • Notice the sales offices across the top of the results.

36. Usage of the new Data Mining tools • Marketing Data Analysis • Manager’s Cockpit • Sales Out reporting • Order Flow reporting • Order Fulfillment reporting • Commission reports

37. Reports to be developed in the Future • Gross Profit analysis • Market Analysis • Market Segment Sales Analysis • Sales Forecasting • Budgeting • Strategic decision Making • Center Excellence performance analysis