Chapter 2 Overview of the SAS Business Intelligence

Chapter 2 Overview of the SAS® Business Intelligence Clients

Section 2. 1 Introduction

Client Tier – Review In the most basic terms, if an application is installed on the machine that the user is sitting at, that machine is the client tier. There are three types of SAS client applications. Java Clients SAS ETL Studio SAS OLAP Cube Studio SAS Management Console SAS Information Map Studio 3 Windows Clients SAS Enterprise Guide SAS Add-In for Microsoft Office Browser Clients SAS Web Report Studio SAS Information Delivery Portal . . .

Business Intelligence Personas IT Support Power Users Information SAS ������ Consumers���� Business Analyst (Jacques) C-level Execs IT Admin (Ahmed) or programming ���� § No DBMS ������ � § Annotation § User § § § § administration § Reporting administration § Software administration Strong Excel Ad hoc queries OLAP Create reports Publish reports Custom reports Understands business metrics § E-mail Middle Management (Henri) § Drill down § Manipulation § Annotation Data Modeler (Marcel) § Business View manager § Understands physical data model § SQL programmer Report Administrator (Robert) 4 § Report Builder § Schedule reports § Monitor queue Power User (Gloria) § § § § Some DBMS and programming Strong Excel Ad hoc queries Custom reports Modeling Analytics Detail data Understands business domain Operational Consumers § § § Sales Marketing Customer Service Finance Tech Support

BI Clients Used by Information IT Support Technology Path it IT Admin (Ahmed) § User administration § Reporting administration § Software administration Data Modeler (Marcel) § Business View manager § Understands physical data model § SQL programmer Report Administrator (Robert) 5 § Report Builder § Schedule reports § Monitor queue SAS Information ���������� SAS Management Console Map Studio �������������������� map ��������� ��������� SAS ETL Studio ����� SAS Web Report Studio (����� � ( ��������������������������. . .

BI Clients Used by Power Users Business Analyst (Jacques) § No DBMS or programming § Strong Excel § Ad hoc queries § OLAP § Create reports § Publish reports § Custom reports § Understands business metrics SAS Add-In for Microsoft Office SAS OLAP Cube Studio SAS Information Map Studio ��������� �SAS ETL Studio Power User (Gloria) § § § § 6 Some DBMS and programming Strong Excel Ad hoc queries Custom reports Modeling Analytics Detail data Understands business domain SAS Enterprise Guide SAS Web Report Studio . . .

BI Clients Used by Information Consumers SAS Add-In for Microsoft Office C-level Execs § Annotation § E-mail SAS Information Delivery Portal Middle Management (Henri) § Drill down § Manipulation § Annotation SAS Web Report Studio Operational Consumers § § § 7 Sales Marketing Customer Service Finance Tech Support . . .

SAS Display Manager The traditional SAS windowing environment, SAS Display Manager, is still available in SAS® 9 to develop and run SAS programs. 8

������� SAS Enterprise Guide ���� SAS programs can also be developed using the point-and-click interface in SAS Enterprise Guide. 9

SAS 9. 1 BI Clients The remainder of this chapter is a quick introduction to the business intelligence client tools in SAS® 9. All of the tools will be covered in-depth in the following chapters: SAS Management Console Chapter 4 SAS ETL Studio Chapter 5 SAS OLAP Cube Studio Chapter 6 SAS Enterprise Guide Chapter 8 SAS Add-In for Microsoft Office Chapter 9 SAS Information Map Studio Chapter 10 SAS Web Report Studio Chapter 11 SAS Information Delivery Portal Chapter 12 10

Section 2. 2 BI Tools – Java Clients

BI Tools – Java Clients Client Tier SAS ETL Studio SAS OLAP Cube Studio SAS Management Console SAS Information Map Studio SAS Enterprise Guide SAS Add-In for Microsoft Office SAS Web Report Studio SAS Information Delivery Portal SAS Java clients run in a Java run-time environment (JRE) and are installed on the machine where they will be used. 12

SAS Management Console 13

SAS Management Console ������ The SAS Management ���� Console provides a single interface for many administrative tasks for the SAS System. Specific administrative tasks are supported by plug-ins to the SAS Management Console. 14

Metadata Manager Plug-In The Metadata Manager plug-in provides a mechanism to control the SAS Metadata Server. 15 Meta data server �������� datadic ������������������������ hr ������������������������

Data Library Manager Plug-In Data resources can be identified and managed using the Data Library Manager plugin. ���������������������������� Library 16

User Manager Plug-In The User Manager plug-in is used to define and manage users and groups. ������ user 17

Stored Process Manager Plug-In The Stored Process Manager plug-in is used to register stored processes, which are a special kind of SAS program that can be run from a variety of SAS® 9 clients. 18 ����������� server ����������� client �� server

Server Manager Plug-In SAS servers and spawners can be defined, configured, and managed using the Server Manager plug-in. ������ store process ������ �� workspac Server manager ������� server ���� Server ����������� server �� ����������� server 19 ��� SAS Management Console ������ metadata server �������

SAS ETL Studio 20

SAS ETL Studio ���DI �������� (������ SAS warehouse ������ ETL ���� ETM ����� data state SAS ETL Studio enables a data warehouse specialist to create and manage metadata objects that define sources, targets, and the sequence of steps for the extraction, transformation, and loading of data. Extact tranfer loding ����������������� 21

SAS ETL Studio Wizards can simplify common tasks for the user including the definition of source and target tables and the creation of OLAP cubes. 22 . . .

SAS ETL Studio – Process Editor The Process Editor provides a graphical user interface (GUI) for designing the jobs and creating the SAS code for loading the tables in the data warehouse. 23

SAS ETL Studio – Source Editor The Source Editor is used for viewing and editing the SAS code created for the jobs designed in the Process Editor. �������� client trie ����� basesas ���� server trie ������ 24

SAS OLAP Cube Studio 25

SAS OLAP Cube Studio is used to create OLAP cubes. The Cube Designer provides a point-and-click interface for cube creation. 26 ������ Cube (�������������� ��� ��������������� �������� �(���� dimention )

SAS OLAP Cube Studio Source tables can be defined in SAS OLAP Cube Studio using the same Source Designer found in SAS ETL Studio. 27

SAS Information Map Studio 28

SAS Information Map Studio provides the bridge between the data warehouse and the end user who builds reports from the data. ��������������� ����� Cube ��������������� 29

SAS Information Map Studio An information map can create relationships between tables and organize data efficiently for end users. 30

Section 2. 3 BI Tools – Windows Clients

BI Tools – Windows Client Tier SAS ETL Studio SAS OLAP Cube Studio SAS Management Console SAS Information Map Studio SAS Enterprise Guide SAS Add-In for Microsoft Office SAS Web Report Studio SAS Information Delivery Portal SAS Windows clients run in the Microsoft Windows environment and are installed on the machine where they will be used. 32

SAS Enterprise Guide 33

SAS Enterprise Guide Version 3 has been completely redesigned to be more intuitive and easier to navigate. ��������������� *������� ��������������� 34

SAS Enterprise Guide and SAS Stored Processes SAS Enterprise Guide can be used to run SAS Stored Processes and is the preferred method for creating them. 35

SAS Enterprise Guide and OLAP SAS Enterprise Guide also provides a powerful viewer for displaying OLAP cubes and navigating through the dimensions. 36

SAS Add-In for Microsoft Office 37

SAS Add-In for Microsoft Office The SAS Add-In for Microsoft Office provides access to SAS data sets from Excel. ��������������� �� SAS ���� Business user ��������������� 38

SAS Add-In for Microsoft Office The SAS Add-In for Microsoft Office provides many options, including the ability to subset and/or sort data. 39

SAS Add-In for Microsoft Office The SAS Add-In for Microsoft Office also allows SAS Stored Processes to be run on a server and the results returned to either Excel or Word. 40

Section 2. 4 BI Tools – Browser Clients

BI Tools – Browser Clients Client Tier SAS ETLStudio SAS ETL SAS OLAP Cube Studio SAS Management Console SAS Information Map Studio SAS Enterprise Guide SAS Add-In for Microsoft Office SAS Web Report Studio SAS Information Delivery Portal SAS browser (thin) clients run in a Web browser by connecting to a Java Application Server or Servlet Container on the middle tier. Only the Web browser is installed on the local machine. 42

SAS Web Report Studio 43

SAS Web Report Studio is a Web-based, wizard-driven reporting tool. ��������������� www 44

SAS Web Report Studio – Creating Reports The Report Wizard uses a step-by-step process to help create a report. 45

SAS Web Report Studio – Viewing Reports 46

SAS Information Delivery Portal 47

SAS Information Delivery Portal The SAS Information Delivery Portal is a mechanism for delivering customized enterprise information to the right people at the right time. ����������� � ��������������� 48 ��� Portal ������ Desktop ������� login

SAS ID Portal – Pages and Portlets The SAS Information Delivery Portal uses pages and portlets to deliver customized information. 49

SAS ID Portal – Pages and Portlets The pages and portlets of the SAS Information Delivery Portal can surface all types of information including n information maps n stored processes n reports. 50

SAS ID Portal – Customization The SAS Information Delivery Portal can be customized with logos, company colors, and so on. 51