商業(yè)分析和商業(yè)智能概述-Business Analytics and BI Overview 20140724

2014/7/24BusinessAnalyticsandBIOverview數(shù)據(jù)·分析·決策·觸發(fā)WhatisBICC?BI的17種武器目前成熟的BI產(chǎn)品和解決方案BI新技術(shù)，新方向AgenDaBI是查詢和報(bào)告工具?BI是在線分析處理工具?BI是數(shù)據(jù)挖掘?BI是統(tǒng)計(jì)分析?BI是決策支持系統(tǒng)（DSS）?BI是分析性ERP?BI是分析性CRM?BI是分析性SCM?BI是企業(yè)績效管理?BI是平衡計(jì)分卡……?BI是什么？反映了財(cái)務(wù)、非財(cái)務(wù)衡量方法之間的平衡，長期目標(biāo)與短期目標(biāo)之間的平衡，外部和內(nèi)部的平衡，結(jié)果和過程平衡，管理業(yè)績和經(jīng)營業(yè)績的平衡等多個(gè)方面Data:FromTransactionstoInteractionsALLDATAWEBPetabytesCRMTerabytesGigabytesERPExabytesIncreasingDataVarietyandComplexityUserGeneratedContentMobileWebSMS/MMSSentimentExternalDemographicsHDVideoSpeechtoTextProduct/

ServiceLogsSocialNetworkBusinessDataFeedsUserClickStreamWebLogsOfferHistoryA/BTestingDynamicPricingAffiliateNetworks聯(lián)署網(wǎng)絡(luò)/分銷聯(lián)盟SearchMarketingBehavioralTargeting行為定向廣告投放模式DynamicFunnelsPaymentRecordSupportContactsCustomerTouchesPurchaseDetailPurchaseRecordOfferDetailsSegmentationPathToAnalyticsStrategicVision

DataSophisticationValuecreationTodayREPORTINGWHAThappened?BatchReportsANALYZINGWHYdidithappen?AdHoc,BIToolsPREDICTINGWHATWILLhappen?PredictiveModelsOPERATIONALIZINGWHATIShappeningnow?LinktoOperationalSystemsACTIVATINGMAKEithappen!AutomatedLinkagesSTRATEGICINTELLIGENCEOPERATIONALINTELLIGENCEOperationalIntelligenceistheapplicationofStrategicIntelligencetooperationalsystemsandprocesses,whenitcanmakeabusinessimpactAlignAccelerateWorkloadComplexityContinuousUpdate

/ShortQueriesEvent-BasedTriggeringBatchAdHocAnalyticsQuerycomplexitygrowsWorkloadmixturegrowsDatavolumegrowsDepthofhistorygrowsNumberofusersgrowsBIAnalyticalCapability–DimensionScalingLevel0Level1Level2Level3Level4Level5Analysisisfocusedonoperationalperformance,alignedtobusinesssystemsandunderstanding‘Isithappening?’Thereisminimalintegrationofresultsacrossbusinessfunctions.Informationavailablesupportsfew,ifany,businessprocessesacrossthevaluechain.Analysisisfocusedonindividualbusinessunitanditsproductsalesandtotalrevenuestotrytodetermine'Whathappened.'Workloadonthesystemisprimarilybatchwithpre-definedqueries.Reportsaredesignedtopro-duceoperationalmetricsandtrackresultsforthecurrenttimeperiodandarelimitedtoanyhistorythatmaybegenerallyavailable.Dataarestoredatsummarylevelforpastreportingperiodsandaregenerallyconsideredadequateforperiod-over-periodcomparisons.Analysiscannowanswerquestionsaround'Whydidithappen.'Thismayincludecomparisonofresultsformarketinginitiatives,deductionsbycarrierbasedondeliverytimes,claimslossesbygivenprocedurecodes,orcustomersatisfactionbyvariouscustomerservicereps.Thereisanincreaseinad-hocqueriesfrompriorlevels.Deeperanalyticsandmodelingarebeingtriedonanexperimentalbasis,primarilywithapplicationsoutsidetheware-house.Analysisnowfocusesonpredicting'Whatwillhappen.'Additionaldatamustbecapturedandanalyzedwiththeresultsdeliveredbyspecificpromotions,channels,productsandpricingplans.Sophisticatedpredictivemodelingcapabilitieshelptoimprovetheresultsandlowerthecostsofthemarketingstrategies.Somedatamining/analyticsareperformedin-database.Thecompany'sabilitytounderstand'Whatishappening'andrespondquicklytocustomerrequirementsandcompetitivethreatsiscriticaltonear-termresultsandperformance.Continuousupdateandtime-sensitivequeriesgainimportance.Therealprofitabilityofindividualcustomersmustbeunderstoodtorefinemarketingstrategiestomaximizetheyieldontheirassets.Mostdataminingandanalyticsperformedin-database.Businessintelligenceisextendedtoask‘WhatdoIwanttohappen?'and‘Makingithappen'.Event-basedtriggeringtakesholdintheorganization.Informationflowstoreal-timeprocessesthatautomatetheroutinetrans-actions,leavingpersonnelfreetolookforoperationalexceptionsandnewopportunities.Nearreal-timeinformationisprovidedtointernalorganizations,suppliers,andclientstosupporttheirbusinessneeds.BICompetencyCenter（BICC）

–TheIntegrationofCompetencyandSkillsSourceApplicationsOrganizationandprocessesToolsandapplicationsDataintegrationandmanagementBusinessSkillsBusinessneedsOrganizationandprocessesAnalyticSkillsStatistical&processskillsBusinessneedsITSkillsTools,applications,DatamanagementToolsandapplicationsDevelopuserskillsControlfundingDefineBIvisionManageprogramsOrganizemethodologyleadershipBuildtechnologyblueprintEstablishstandardsBICCBusinessneeds分析數(shù)據(jù)來預(yù)測未來可能發(fā)生的事情過去事件的特征正在發(fā)生事件的趨勢找出最佳措施、取得最優(yōu)化的結(jié)果找出原因分析技能是基礎(chǔ)，能整理所需的數(shù)據(jù)，能說服業(yè)務(wù)部門使用分析結(jié)果BI在IT架構(gòu)中的位置informationdeliveryReportingDashboardsAdhocreport/queryMicrosoftOfficeintegrationMobileBIBI的17種武器–Part1highly

formattedprint-readyinteractivereportswithorwithoutparameters.1.Reporting

graphicallydepictsperformancesmeasuresPublishmulti-object,linkedreportsandparameterswithintuitiveandinteractivedisplays;visualizationcomponentsshowtheactualvalueofthemeasurecomparedtoagoalortargetvalue.representoperationalorstrategicinformation.缺乏關(guān)聯(lián)的Dashboard看起來十分糟糕，且對人無用，講故事就變成了利用數(shù)據(jù)來交流思想和觀點(diǎn)的方式。它能幫助從海量且無關(guān)聯(lián)的數(shù)據(jù)中獲取有價(jià)值的信息。2.DashboardsEnablesuserstoasktheirownquestionsofthedata,withoutrelyingonITtocreateareport.MusthaveareusablesemanticlayerPredefinedmetrics,hierarchies.3.Adhocreport/query

Supportfornativedocumentandpresentationformats,formulas,chartsData"refreshes“andpivottables.Advancedintegrationincludescelllockingandwrite-back.CognosBIAnalysisforMicrosoftExcelBusinessObjectsLiveOffice4.MicrosoftOfficeintegration

Enablesorganizationstodevelopanddelivercontenttomobiledevicesinapublishingand/orinteractivemode,andtakesadvantageofmobiledevices'nativecapabilities,suchastouchscreen,camera,locationawareness(GPS)andnatural-languagequery.前沿企業(yè)將更加注重移動(dòng)商業(yè)智能工具的應(yīng)用，

商業(yè)用戶需要隨時(shí)隨地獲取信息，

而不僅僅是在回到辦公桌前時(shí)5.MobileBI

AnalysisInteractivevisualizationSearch-baseddatadiscoveryGeospatialandlocationintelligenceEmbeddedadvancedanalyticsOnlineanalyticalprocessing(OLAP)BI的17種武器–Part2利用圖形，顏色，亮度，大小，范圍等可視化技術(shù)探索數(shù)據(jù)

Gobeyondthoseofpie,barandlinecharts,includingheatandtreemaps,geographicmaps,scatterplotsandotherspecial-purposevisuals.Thesetoolsenableuserstoanalyzethedatabyinteractingdirectlyrepresentationofit.客戶不滿足于上卷下鉆這樣的簡單

分析方法6.Interactivevisualization

Appliesasearchindextostructuredandunstructureddatasourcesandmapsthemintoaclassificationstructureofdimensionsandmeasuresthatuserscaneasilynavigateandexploreusingasearchinterface.Thisisnottheabilitytosearchforreportsandmetadataobjects.ThiswouldbeabasicfeatureofaBIplatform.問題不知道企業(yè)到底有什么數(shù)據(jù)？我想要的數(shù)據(jù)是否已經(jīng)被收集了？7.Search-baseddatadiscovery

BI與位置服務(wù)結(jié)合讓應(yīng)用更智能EnablesuserstoleverageastatisticalfunctionslibraryembeddedinaBIserver.IncludedaretheabilitiestoconsumecommonanalyticsmethodssuchasPredictiveModelMarkupLanguage(PMML)andR-basedmodelsinthemetadatalayerand/orinareportobjectoranalysistocreateadvancedanalyticvisualizations(ofcorrelationsorclustersinadataset,forexample).Alsoincludedareforecastingalgorithmsandtheabilitytoconduct"whatif?"analysis.地圖/位置服務(wù)超市班車路線區(qū)域倉儲(chǔ)中心物流優(yōu)化8.Geospatialandlocationintelligence

EnablesuserstoleverageastatisticalfunctionslibraryembeddedinaBIserver.IncludedaretheabilitiestoconsumecommonanalyticsmethodssuchasPredictiveModelMarkupLanguage(PMML)andR-basedmodelsinthemetadatalayerand/orinareportobjectoranalysistocreateadvancedanalyticvisualizations(ofcorrelationsorclustersinadataset,forexample).Alsoincludedareforecastingalgorithmsandtheabilitytoconduct"whatif?"analysis.BI和挖掘是一碼事兒嗎9.Embeddedadvancedanalytics

Enablesuserstoanalyzedatawithfastqueryandcalculationperformance,enablingastyleofanalysisknownas"slicinganddicing."Usersareabletonavigatemultidimensionaldrillpaths.Theyalsohavetheabilitytowrite-backvaluestoadatabaseforplanningand"whatif?"modeling.Thiscapabilitycouldspanavarietyofdataarchitectures(suchasrelational,multidimensionalorhybrid)andstoragearchitectures(suchasdisk-basedorin-memory).10.Onlineanalyticalprocessing(OLAP)

IntegrationBIinfrastructureandadministrationMetadatamanagementBusinessuserdatamashupandmodelingDevelopmenttoolsEmbeddableanalyticsCollaborationSupportforbigdatasourcesBI的17種武器-Part3Alltoolsintheplatformtousethesamesecurity,metadata,administration,objectmodelandqueryengine,andschedulinganddistributionengine.Alltoolsshouldsharethesamelookandfeel.Theplatformshouldsupportmulti-tenancy.11.BIinfrastructureandadministration

Toolsforenablinguserstoleveragethesamesystems-of-recordsemanticmodelandmetadata.Theyshouldprovidearobustandcentralizedwayforadministratorstosearch,capture,store,reuseandpublishmetadataobjects,suchasdimensions,hierarchies,measures,performancemetrics/keyperformanceindicators(KPIs),andreportlayoutobjects,parametersandsoon.Administratorsshouldhavetheabilitytopromoteabusiness-user-defineddatamashupandmetadatatothesystems-of-recordmetadata.12.Metadatamanagement

Code-free,"draganddrop,"user-drivendatacombinationofdifferentsourcesandthecreationofanalyticmodels,suchasuser-definedmeasures,sets,groupsandhierarchies.Advancedcapabilitiesincludesemanticautodiscovery,intelligentjoins,intelligentprofiling,hierarchygeneration,datalineageanddatablendingonvarieddatasources,includingmultistructureddata.13.Businessuserdatamashupandmodeling

Theplatformshouldprovideasetofprogrammaticandvisualtoolsandadevelopmentworkbenchforbuildingreports,dashboards,queriesandanalysis.Itshouldenablescalableandpersonalizeddistribution,schedulingandalertsofBIandanalyticscontentviaemail,toaportalandtomobiledevices.14.Developmenttools

將數(shù)據(jù)分析變成企業(yè)日常工作的一部分。數(shù)據(jù)分析工具將嵌入交易事務(wù)處理系統(tǒng)。為戰(zhàn)術(shù)制定提供更加及時(shí)的服務(wù)。不足點(diǎn)如果企業(yè)各個(gè)生產(chǎn)系統(tǒng)之間的數(shù)據(jù)不能實(shí)時(shí)共享，那么嵌入式分析的作用將很有限不足點(diǎn)就是倉庫的機(jī)會(huì)15.Embeddableanalytics

Enablesuserstoshareanddiscussinformation,analysis,analyticcontentanddecisionsviadiscussionthreads,chatandannotations.允許用戶共享，并通過討論主題討論信息，分析，分析內(nèi)容和決定，聊天和注釋。16.Collaboration

企業(yè)正在探索怎樣利用非結(jié)構(gòu)化數(shù)據(jù)，NoSQL技術(shù)在企業(yè)探尋該類型數(shù)據(jù)時(shí)逐漸流行。Supportandqueryhybrid,columnarandarray-baseddatasources,suchasMapReduceandotherNoSQLdatabases(graphdatabases,forexample).SupportcouldincludedirectHadoopDistributedFileSystem(HDFS)queryoraccesstoMapReducethroughHive.17.Supportforbigdatasources

HypeCycleforBusinessIntelligence2013BI廠商評價(jià)BI廠商最近3年的發(fā)展和市場占有率BI和分析軟件市場占有率和發(fā)展誰發(fā)展的更快？AdvanceAnalyticMagicQuadrantEnterpriseBIPlatform-MicroStrategyGartnerFunctionalityRating3RatingAvgSizeofDeployment(User&Data)LargeComplexityofDeploymentModerateReportinguvwxDashboardsuvwmScorecardsuvwxAdHocQueryuvwmInteractiveVisualizationuvlmOLAPuvwxMicrosoftOfficeIntegrationuvwmBIInfrastructureRatinguvwmDevelopmentToolsuvwmMobileBIuvwmMetadataManagementuvlmPredictiveAnalyticsuvlmCollaborationuvlmStrengths:Specializesinlarge,complexBIdeploymentsHighlevelofintegrationwithowncomponentsMarketleaderinmobile

BIEmbracedcloudBIImprovedvisualanalyticsthroughVisualInsightHadoopIntegrationCautions:SteeplearningcurveAboveaveragelicenseandimplementationcostsLackoffocusonpredictiveandprescriptiveanalyticsSharpdeclineinsales3Q12LegendFunctionalityratingsarebasedonGartner’sAugust2012CustomerSurvey.Aratingofuklm

representsthevendoronthebottomquartileoftheratingswhencomparedtotheothervendors.Aratingofuvwxrepresentsthetopquartile.Costs1,2<250users>250usersLicense$$$Hardware$$$$$Implementation$$$$$Costs1,2<250users>250usersLicense$$$$$$Hardware$$$$$Implementation$$$$$$EnterpriseBIPlatform-BusinessObjects(SAP)Strengths:LargestshareofBIplatformmarketLargeinstallbaseHighresourceavailabilityIntegrationwithenterpriseapplicationsExpandingDataDiscoverythroughSAPVisualIntelligenceSAPenhanceditsmobile

experiencewithgeospatialandcameracapabilitiesCautions:RoadmapconfusionLowqualitycustomerexperienceLowscoresonFunctionalityRatingsComplexityofMigrationandNumberofDaystobuildreportwerehigherthanindustryaveragesGartnerFunctionalityRating3RatingAvgSizeofDeployment(User&Data)LargeComplexityofDeploymentComplexReportinguvlmDashboardsuklmScorecardsuklmAdHocQueryuklmInteractiveVisualizationuklmOLAPuklmMicrosoftOfficeIntegrationuvlmBIInfrastructureRatinguklmDevelopmentToolsuklmMobileBIuklmMetadataManagementuklmPredictiveAnalyticsuklmCollaborationuklmLegendFunctionalityratingsarebasedonGartner’sAugust2012CustomerSurvey.Aratingofuklm

representsthevendoronthebottomquartileoftheratingswhencomparedtotheothervendors.Aratingofuvwxrepresentsthetopquartile.DataDiscovery-TableauGartnerFunctionalityRating3RatingAvgSizeofDeployment(User&Data)SmallComplexityofDeploymentEasyReportinguvwxDashboards*uvwxScorecardsuvwxAdHocQueryuvwxInteractiveVisualizationuvwxOLAPuvwmMicrosoftOfficeIntegrationuvwxBIInfrastructureRatinguvwmDevelopmentToolsuvwxMobileBIuvwxMetadataManagementuvwmPredictiveAnalyticsuvwmCollaborationuvwx*HighestRatingofAllVendorsStrengths:MovedintoleadersquadrantStrong,interactivevisualizationforanalysis,dashboards,informationdeliveryandmanagedanalyticapplicationsContinuetofeaturelargerdatasizesEaseofuse,functionality,productqualityProductperformanceDirectqueryaccessoptimizedformanydiversedatasourcesInteractivevisualizationCautions:LesslikelytobeconsideredanenterpriseBIstandardNarrowfunctionalityaroundanalysisandinteractivevisualizationContinuedstrongcompetitiveresponsecouldlimitfutureLegendFunctionalityratingsarebasedonGartner’sAugust2012CustomerSurvey.Aratingofuklm

representsthevendoronthebottomquartileoftheratingswhencomparedtotheothervendors.Aratingofuvwxrepresentsthetopquartile.Costs1,2<250users>250usersLicense$$$$Hardware$$$$Implementation$$$DataDiscovery-QlicktechGartnerFunctionalityRating3RatingAvgSizeofDeployment(User&Data)SmallComplexityofDeploymentModerateReportinguvlmDashboardsuvwxScorecardsuvwmAdHocQueryuvwmInteractiveVisualizationuvwxOLAPuvwmMicrosoftOfficeIntegrationuvwmBIInfrastructureRatinguvlmDevelopmentToolsuvwmMobileBIuvwmMetadataManagementuklmPredictiveAnalyticsuvlmCollaborationuklmStrengths:MarketLeaderindatadiscoveryContinuedglobalgrowthSelfcontainedBIplatformEaseofuse,endusersaredoingmorecomplexanalysisthanmosttoolsDeliveryofbusinessbenefitsUseofin-memoryanalyticsCautions:DatadiscoverybecomingmainstreamFacingincreasedcompetitionCustomersupportPricingmodelandlicensecostScalabilityofuserpricingmodelLongreportturnaroundtimesLegendFunctionalityratingsarebasedonGartner’sAugust2012CustomerSurvey.Aratingofuklm

representsthevendoronthebottomquartileoftheratingswhencomparedtotheotherven