商业分析和商业智能概述BusinessAnalyticsandBIOverview20140724

1、2014/7/24BUSINESS ANALYTICS AND BI OVERVIEW2Copyright 2013-2014 by Teradata. All rights reserved. 数据分析决策触发 What is BICC? 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AGENDA3Copyright 2013-2014 by Teradata. All rights reserved. BI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

2、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4Copyright 2013-2014 by Teradata. All rights reserved. Data: From Transactions to InteractionsALL DATAWEBPetabytesCRMTerabytesGigabytesERPExabytesIncreasing Data Variety and ComplexityUser Generated

3、 ContentMobile WebSMS/MMSSentimentExternal DemographicsHD VideoSpeech to TextProduct/Service LogsSocial NetworkBusiness Data FeedsUser Click StreamWeb LogsOffer HistoryA/B TestingDynamic PricingAffiliate Networks联联署网络署网络/分销联盟分销联盟 Search MarketingBehavioral Targeting行为定向广告投放模式Dynamic FunnelsPayment R

4、ecordSupport ContactsCustomer TouchesPurchase DetailPurchase RecordOffer DetailsSegmentation5Copyright 2013-2014 by Teradata. All rights reserved. Path To Analytics Strategic VisionData Sophistication Value creationTodayREPORTINGWHAT happened?Batch ReportsANALYZINGWHYdid it happen?Ad Hoc, BI ToolsPR

5、EDICTINGWHAT WILL happen?Predictive ModelsOPERATIONALIZINGWHAT IShappening now?Link to Operational SystemsACTIVATINGMAKE it happen!Automated LinkagesSTRATEGIC INTELLIGENCEOPERATIONAL INTELLIGENCEOperational Intelligence is the application of Strategic Intelligence to operational systems and processe

6、s, when it can make a business impactAlignAccelerateWorkload ComplexityContinuous Update/Short Queries Event-Based TriggeringBatch Ad Hoc AnalyticsQuery complexity growsWorkload mixture growsData volume growsDepth of history growsNumber of users grows 6Copyright 2013-2014 by Teradata. All rights res

7、erved. BI Analytical Capability Dimension ScalingLevel 0Level 1Level 2Level 3Level 4Level 5Analysis is focused on operational performance, aligned to business systems and understanding Is it happening? There is minimal integration of results across business functions. Information available supports

8、few, if any, business processes across the value chain.Analysis is focused on individual business unit and its product sales and total revenues to try to determine What happened. Workload on the system is primarily batch with pre-defined queries. Reports are designed to pro-duce operational metrics

9、and track results for the current time period and are limited to any history that may be generally available. Data are stored at summary level for past reporting periods and are generally considered adequate for period-over-period comparisons.Analysis can now answer questions around Why did it happe

10、n. This may include comparison of results for marketing initiatives, deductions by carrier based on delivery times, claims losses by given procedure codes, or customer satisfaction by various customer service reps. There is an increase in ad-hoc queries from prior levels. Deeper analytics and modeli

11、ng are being tried on an experimental basis, primarily with applications outside the ware-house.Analysis now focuses on predicting What will happen. Additional data must be captured and analyzed with the results delivered by specific promotions, channels, products and pricing plans. Sophisticated pr

12、edictive modeling capabilities help to improve the results and lower the costs of the marketing strategies. Some data mining/ analytics are performed in-database.The companys ability to understand What is happening and respond quickly to customer requirements and competitive threats is critical to n

13、ear-term results and performance. Continuous update and time-sensitive queries gain importance. The real profitability of individual customers must be understood to refine marketing strategies to maximize the yield on their assets. Most data mining and analytics performed in-database.Business intell

14、igence is extended to ask What do I want to happen? and Making it happen. Event-based triggering takes hold in the organization. Information flows to real-time processes that automate the routine trans-actions, leaving personnel free to look for operational exceptions and new opportunities. Near rea

15、l-time information is provided to internal organizations, suppliers, and clients to support their business needs.7Copyright 2013-2014 by Teradata. All rights reserved. 8Copyright 2013-2014 by Teradata. All rights reserved. BI Competency Center（BICC） The Integration of Competency and SkillsSource App

16、licationsOrganization and processesTools and applicationsData integration and managementBusiness SkillsBusiness needsOrganization and processesAnalyticSkillsStatistical & process skillsBusiness needsIT SkillsTools, applications, Data managementTools and applicationsnDevelop user skillsnControl f

17、undingnDefine BI visionnManage programsnOrganize methodology leadershipnBuild technology blueprintnEstablish standardsBICCBusiness needs9Copyright 2013-2014 by Teradata. All rights reserved. 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10Copyright 2013-2014 by Teradata. All rights reserved. 分析

18、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11Copyright 2013-2014 by Teradata. All rights reserved. BI在IT架构中的位置12Copyright 2013-2014 by Teradata. All rights reserved. 13Copyright 2013-2014 by Teradata. All rights reserved. information deliveryReportingDashboardsAd hoc report/queryMicrosoft Office integrationMobile

19、BIBI的17种武器 Part114Copyright 2013-2014 by Teradata. All rights reserved. highly formatted print-ready interactive reports with or without parameters.1.Reporting15Copyright 2013-2014 by Teradata. All rights reserved. graphically depicts performances measures Publish multi-object, linked reports and pa

20、rameters with intuitive and interactive displays; visualization components show the actual value of the measure compared to a goal or target value. represent operational or strategic information. 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.Dashboards16Copyright 2013-

21、2014 by Teradata. All rights reserved. Enables users to ask their own questions of the data, without relying on IT to create a report. Must have a reusable semantic layer Predefined metrics, hierarchies.3.Ad hoc report/query17Copyright 2013-2014 by Teradata. All rights reserved. Support for native d

22、ocument and presentation formats, formulas, charts Data refreshes“ and pivot tables. Advanced integration includes cell locking and write-back.Cognos BI Analysis for Microsoft ExcelBusiness Objects Live Office4.Microsoft Office integration18Copyright 2013-2014 by Teradata. All rights reserved. Enabl

23、es organizations to develop and deliver content to mobile devices in a publishing and/or interactive mode, and takes advantage of mobile devices native capabilities, such as touch screen, camera, location awareness(GPS) and natural-language query. 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

24、.Mobile BI19Copyright 2013-2014 by Teradata. All rights reserved. AnalysisInteractive visualizationSearch-based data discoveryGeospatial and location intelligenceEmbedded advanced analyticsOnline analytical processing (OLAP)BI的17种武器 Part 220Copyright 2013-2014 by Teradata. All rights reserved. 利用图形，

25、颜色，亮度，大小，范围等可视化技术探索数据 Go beyond those of pie, bar and line charts, including heat and tree maps, geographic maps, scatter plots and other special-purpose visuals. These tools enable users to analyze the data by interacting directly representation of it. 客户不满足于 上卷下钻这样的简单 分析方法6.Interactive visualizati

26、on21Copyright 2013-2014 by Teradata. All rights reserved. Applies a search index to structured and unstructured data sources and maps them into a classification structure of dimensions and measures that users can easily navigate and explore using a search interface. This is not the ability to search

27、 for reports and metadata objects. This would be a basic feature of a BI platform. 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-based data discovery22Copyright 2013-2014 by Teradata. All rights reserved. BI与位置服务结合让应用更智能 Enables users to leverage a statistical functions library embedded in a BI server. Inc

28、luded are the abilities to consume common analytics methods such as Predictive Model Markup Language (PMML) and R-based models in the metadata layer and/or in a report object or analysis to create advanced analytic visualizations (of correlations or clusters in a dataset, for example). Also included

29、 are forecasting algorithms and the ability to conduct what if? analysis. 地图/位置服务超市班车路线区域仓储中心物流优化8.Geospatial and location intelligence23Copyright 2013-2014 by Teradata. All rights reserved. Enables users to leverage a statistical functions library embedded in a BI server. Included are the abilities

30、 to consume common analytics methods such as Predictive Model Markup Language (PMML) and R-based models in the metadata layer and/or in a report object or analysis to create advanced analytic visualizations (of correlations or clusters in a dataset, for example). Also included are forecasting algori

31、thms and the ability to conduct what if? analysis. BI和挖掘是一码事儿吗9.Embedded advanced analytics24Copyright 2013-2014 by Teradata. All rights reserved. Enables users to analyze data with fast query and calculation performance, enabling a style of analysis known as slicing and dicing. Users are able to na

32、vigate multidimensional drill paths. They also have the ability to write-back values to a database for planning and what if? modeling. This capability could span a variety of data architectures (such as relational, multidimensional or hybrid) and storage architectures (such as disk-based or in-memor

33、y).10.Online analytical processing (OLAP)25Copyright 2013-2014 by Teradata. All rights reserved. IntegrationBI infrastructure and administrationMetadata managementBusiness user data mashup and modelingDevelopment toolsEmbeddable analyticsCollaborationSupport for big data sourcesBI的17种武器-Part 326Copy

34、right 2013-2014 by Teradata. All rights reserved. All tools in the platform to use the same security, metadata, administration, object model and query engine, and scheduling and distribution engine. All tools should share the same look and feel. The platform should support multi-tenancy.11.BI infras

35、tructure and administration27Copyright 2013-2014 by Teradata. All rights reserved. Tools for enabling users to leverage the same systems-of-record semantic model and metadata. They should provide a robust and centralized way for administrators to search, capture, store, reuse and publish metadata ob

36、jects, such as dimensions, hierarchies, measures, performance metrics/key performance indicators (KPIs), and report layout objects, parameters and so on. Administrators should have the ability to promote a business-user-defined data mashup and metadata to the systems-of-record metadata.12.Metadata m

37、anagement28Copyright 2013-2014 by Teradata. All rights reserved. Code-free, drag and drop, user-driven data combination of different sources and the creation of analytic models, such as user-defined measures, sets, groups and hierarchies. Advanced capabilities include semantic autodiscovery, intelli

38、gent joins, intelligent profiling, hierarchy generation, data lineage and data blending on varied data sources, including multistructured data.13.Business user data mashup and modeling29Copyright 2013-2014 by Teradata. All rights reserved. The platform should provide a set of programmatic and visual

39、 tools and a development workbench for building reports, dashboards, queries and analysis. It should enable scalable and personalized distribution, scheduling and alerts of BI and analytics content via email, to a portal and to mobile devices.14.Development tools30Copyright 2013-2014 by Teradata. Al

40、l rights reserved. 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.Embeddable analytics31Copyright 2013-2014 by Teradata. All rights reserved. Enables users to share and discuss information, analysis, analytic content and decisions via discus

41、sion threads, chat and annotations. 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.Collaboration32Copyright 2013-2014 by Teradata. All rights reserved. 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。 Support and query hybrid, columnar and array-based data sources, such as MapReduce and other NoSQL databases (graph

42、 databases, for example). Support could include direct Hadoop Distributed File System (HDFS) query or access to MapReduce through Hive.17.Support for big data sources33Copyright 2013-2014 by Teradata. All rights reserved. Hype Cycle for Business Intelligence 201334Copyright 2013-2014 by Teradata. Al

43、l rights reserved. 35Copyright 2013-2014 by Teradata. All rights reserved. BI 厂商评价36Copyright 2013-2014 by Teradata. All rights reserved. BI厂商最近3年的发展和市场占有率37Copyright 2013-2014 by Teradata. All rights reserved. BI和分析软件市场占有率和发展谁发展的更快？38Copyright 2013-2014 by Teradata. All rights reserved. Advance Ana

44、lytic Magic Quadrant39Copyright 2013-2014 by Teradata. All rights reserved. Enterprise BI Platform - MicroStrategyGartner Functionality Rating 3RatingAvg Size of Deployment (User&Data)LargeComplexity of DeploymentModerateReportinguvwxDashboardsuvwmScorecardsuvwxAd Hoc QueryuvwmInteractive Visual

45、izationuvlmOLAPuvwxMicrosoft Office IntegrationuvwmBI Infrastructure RatinguvwmDevelopment ToolsuvwmMobile BIuvwmMetadata ManagementuvlmPredictive AnalyticsuvlmCollaborationuvlmStrengths:Specializes in large, complex BI deploymentsHigh level of integration with own components Market leader in mobile

46、 BIEmbraced cloud BI Improved visual analytics through Visual InsightHadoop IntegrationCautions:Steep learning curveAbove average license and implementation costsLack of focus on predictive and prescriptive analyticsSharp decline in sales 3Q12LegendFunctionality ratings are based on Gartners August

47、2012 Customer Survey. A rating of uklm represents the vendor on the bottom quartile of the ratings when compared to the other vendors. A rating of uvwx represents the top quartile.Costs 1,2 250 usersLicense$Hardware$Implementation$40Copyright 2013-2014 by Teradata. All rights reserved. Costs 1,2 250

48、 usersLicense$Hardware$Implementation$Enterprise BI Platform - Business Objects (SAP)Strengths:Largest share of BI platform marketLarge install baseHigh resource availabilityIntegration with enterprise applicationsExpanding Data Discovery through SAP Visual IntelligenceSAP enhanced its mobile experi

49、ence with geospatial and camera capabilitiesCautions:Roadmap confusionLow quality customer experienceLow scores on Functionality RatingsComplexity of Migration and Number of Days to build report were higher than industry averagesGartner Functionality Rating 3Rating Avg Size of Deployment (User&D

50、ata)LargeComplexity of DeploymentComplexReportinguvlmDashboardsuklmScorecardsuklmAd Hoc QueryuklmInteractive VisualizationuklmOLAPuklmMicrosoft Office IntegrationuvlmBI Infrastructure RatinguklmDevelopment ToolsuklmMobile BIuklmMetadata ManagementuklmPredictive AnalyticsuklmCollaborationuklmLegendFu

51、nctionality ratings are based on Gartners August 2012 Customer Survey. A rating of uklm represents the vendor on the bottom quartile of the ratings when compared to the other vendors. A rating of uvwx represents the top quartile.41Copyright 2013-2014 by Teradata. All rights reserved. Data Discovery

52、- TableauGartner Functionality Rating 3RatingAvg Size of Deployment (User&Data)SmallComplexity of DeploymentEasyReportinguvwxDashboards *uvwxScorecardsuvwxAd Hoc QueryuvwxInteractive Visualization uvwxOLAPuvwmMicrosoft Office IntegrationuvwxBI Infrastructure RatinguvwmDevelopment ToolsuvwxMobile

53、 BIuvwxMetadata ManagementuvwmPredictive AnalyticsuvwmCollaborationuvwx*Highest Rating of All VendorsStrengths:Moved into leaders quadrantStrong, interactive visualization for analysis, dashboards, information delivery and managed analytic applicationsContinue to feature larger data sizesEase of use

54、, functionality, product qualityProduct performanceDirect query access optimized for many diverse data sourcesInteractive visualizationCautions:Less likely to be considered an enterprise BI standardNarrow functionality around analysis and interactive visualizationContinued strong competitive respons

55、e could limit futureLegendFunctionality ratings are based on Gartners August 2012 Customer Survey. A rating of uklm represents the vendor on the bottom quartile of the ratings when compared to the other vendors. A rating of uvwx represents the top quartile.Costs 1,2 250 usersLicense$Hardware$Impleme

56、ntation$42Copyright 2013-2014 by Teradata. All rights reserved. Data Discovery - QlicktechGartner Functionality Rating 3RatingAvg Size of Deployment (User&Data)SmallComplexity of DeploymentModerateReporting uvlmDashboards uvwxScorecardsuvwmAd Hoc QueryuvwmInteractive Visualization uvwxOLAPuvwmMi

57、crosoft Office IntegrationuvwmBI Infrastructure RatinguvlmDevelopment ToolsuvwmMobile BIuvwmMetadata ManagementuklmPredictive AnalyticsuvlmCollaborationuklmStrengths:Market Leader in data discoveryContinued global growthSelf contained BI platformEase of use, end users are doing more complex analysis

58、 than most toolsDelivery of business benefitsUse of in-memory analyticsCautions:Data discovery becoming mainstreamFacing increased competitionCustomer supportPricing model and license costScalability of user pricing modelLong report turn around timesLegendFunctionality ratings are based on Gartners August 2012 Customer Survey. A rating of uklm represents the vendor on the bottom quartile of the ratings when compared to the other vendors. A rating of uvwx represents the top quartile.Costs 1,2 250 usersLicense$Hardware$Implementation$43Copyright 2013-2014 by