商业分析和商业智能概述-Business Analytics and BI Overview 20140724

2014/7/24BusinessAnalyticsandBIOverview数据·分析·决策·触发WhatisBICC?BI的17种武器目前成熟的BI产品和解决方案BI新技术，新方向AgenDaBI是查询和报告工具?BI是在线分析处理工具?BI是数据挖掘?BI是统计分析?BI是决策支持系统（DSS）?BI是分析性ERP?BI是分析性CRM?BI是分析性SCM?BI是企业绩效管理?BI是平衡计分卡……?BI是什么？反映了财务、非财务衡量方法之间的平衡，长期目标与短期目标之间的平衡，外部和内部的平衡，结果和过程平衡，管理业绩和经营业绩的平衡等多个方面Data:FromTransactionstoInteractionsALLDATAWEBPetabytesCRMTerabytesGigabytesERPExabytesIncreasingDataVarietyandComplexityUserGeneratedContentMobileWebSMS/MMSSentimentExternalDemographicsHDVideoSpeechtoTextProduct/

ServiceLogsSocialNetworkBusinessDataFeedsUserClickStreamWebLogsOfferHistoryA/BTestingDynamicPricingAffiliateNetworks联署网络/分销联盟SearchMarketingBehavioralTargeting行为定向广告投放模式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分析数据来预测未来可能发生的事情过去事件的特征正在发生事件的趋势找出最佳措施、取得最优化的结果找出原因分析技能是基础，能整理所需的数据，能说服业务部门使用分析结果BI在IT架构中的位置informationdeliveryReportingDashboardsAdhocreport/queryMicrosoftOfficeintegrationMobileBIBI的17种武器–Part1highly

formattedprint-readyinteractivereportswithorwithoutparameters.1.Reporting

graphicallydepictsperformancesmeasuresPublishmulti-object,linkedreportsandparameterswithintuitiveandinteractivedisplays;visualizationcomponentsshowtheactualvalueofthemeasurecomparedtoagoalortargetvalue.representoperationalorstrategicinformation.缺乏关联的Dashboard看起来十分糟糕，且对人无用，讲故事就变成了利用数据来交流思想和观点的方式。它能帮助从海量且无关联的数据中获取有价值的信息。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.前沿企业将更加注重移动商业智能工具的应用，

商业用户需要随时随地获取信息，

而不仅仅是在回到办公桌前时5.MobileBI

AnalysisInteractivevisualizationSearch-baseddatadiscoveryGeospatialandlocationintelligenceEmbeddedadvancedanalyticsOnlineanalyticalprocessing(OLAP)BI的17种武器–Part2利用图形，颜色，亮度，大小，范围等可视化技术探索数据

Gobeyondthoseofpie,barandlinecharts,includingheatandtreemaps,geographicmaps,scatterplotsandotherspecial-purposevisuals.Thesetoolsenableuserstoanalyzethedatabyinteractingdirectlyrepresentationofit.客户不满足于上卷下钻这样的简单

分析方法6.Interactivevisualization

Appliesasearchindextostructuredandunstructureddatasourcesandmapsthemintoaclassificationstructureofdimensionsandmeasuresthatuserscaneasilynavigateandexploreusingasearchinterface.Thisisnottheabilitytosearchforreportsandmetadataobjects.ThiswouldbeabasicfeatureofaBIplatform.问题不知道企业到底有什么数据？我想要的数据是否已经被收集了？7.Search-baseddatadiscovery

BI与位置服务结合让应用更智能EnablesuserstoleverageastatisticalfunctionslibraryembeddedinaBIserver.IncludedaretheabilitiestoconsumecommonanalyticsmethodssuchasPredictiveModelMarkupLanguage(PMML)andR-basedmodelsinthemetadatalayerand/orinareportobjectoranalysistocreateadvancedanalyticvisualizations(ofcorrelationsorclustersinadataset,forexample).Alsoincludedareforecastingalgorithmsandtheabilitytoconduct"whatif?"analysis.地图/位置服务超市班车路线区域仓储中心物流优化8.Geospatialandlocationintelligence

EnablesuserstoleverageastatisticalfunctionslibraryembeddedinaBIserver.IncludedaretheabilitiestoconsumecommonanalyticsmethodssuchasPredictiveModelMarkupLanguage(PMML)andR-basedmodelsinthemetadatalayerand/orinareportobjectoranalysistocreateadvancedanalyticvisualizations(ofcorrelationsorclustersinadataset,forexample).Alsoincludedareforecastingalgorithmsandtheabilitytoconduct"whatif?"analysis.BI和挖掘是一码事儿吗9.Embeddedadvancedanalytics

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

IntegrationBIinfrastructureandadministrationMetadatamanagementBusinessuserdatamashupandmodelingDevelopmenttoolsEmbeddableanalyticsCollaborationSupportforbigdatasourcesBI的17种武器-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

将数据分析变成企业日常工作的一部分。数据分析工具将嵌入交易事务处理系统。为战术制定提供更加及时的服务。不足点如果企业各个生产系统之间的数据不能实时共享，那么嵌入式分析的作用将很有限不足点就是仓库的机会15.Embeddableanalytics

Enablesuserstoshareanddiscussinformation,analysis,analyticcontentanddecisionsviadiscussionthreads,chatandannotations.允许用户共享，并通过讨论主题讨论信息，分析，分析内容和决定，聊天和注释。16.Collaboration

企业正在探索怎样利用非结构化数据，NoSQL技术在企业探寻该类型数据时逐渐流行。Supportandqueryhybrid,columnarandarray-baseddatasources,suchasMapReduceandotherNoSQLdatabases(graphdatabases,forexample).SupportcouldincludedirectHadoopDistributedFileSystem(HDFS)queryoraccesstoMapReducethroughHive.17.Supportforbigdatasources

HypeCycleforBusinessIntelligence2013BI厂商评价BI厂商最近3年的发展和市场占有率BI和分析软件市场占有率和发展谁发展的更快？AdvanceAnalyticMagicQuadrantEnterpriseBIPlatform-MicroStrategyGartnerFunctionalityRating3RatingAvgSizeofDeployment(User&Data)LargeComplexityofDeploymentModerateReportinguvwxDashboardsuvwmScorecardsuvwxAdHocQueryuvwmInteractiveVisualizationuvlmOLAPuvwxMicrosoftOfficeIntegrationuvwmBIInfrastructureRatinguvwmDevelopmentToolsuvwmMobileBIuvwmMetadataManagementuvlmPredictiveAnalyticsuvlmCollaborationuvlmStrengths:Specializesinlarge,complexBIdeploymentsHighlevelofintegrationwithowncomponentsMarketleaderinmobile

BIEmbracedcloudBIImprovedvisualanalyticsthroughVisualInsightHadoopIntegrationCautions:SteeplearningcurveAboveaveragelicenseandimplementationcostsLackoffocusonpredictiveandprescriptiveanalyticsSharpdeclineinsales3Q12LegendFunctionalityratingsarebasedonGartner’sAugust2012CustomerSurvey.Aratingofuklmrepresentsthevendoronthebottomquartileoftheratingswhencomparedtotheothervendors.Aratingofuvwx