Sales Bookings vs Quota Dashboard for a B2B company:

Sales Team bookings vs quota dashboard
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Business Goal:

Need a daily report delivered in sales team’s inbox that shows Sales Team’s Bookings vs Quota for current & next month.

Brief Description:

Ability to see Bookings vs Quota in near real-time is a key to effectively manage performance for any sales team. Before the project, analyst(s) would have to manually put together this report and since the report took more than a day to put together they couldn’t afford to run it daily and so they delivered this report bi-weekly/monthly basis to the sales team. After the project, the process was automated and the sales team received an email with a report on a daily basis and this helped them see Bookings vs Quota in near real-time. As a famous saying goes “if you can’t measure it, you can’t improve it” (by Peter Drucker) – in this case, the report helped them measure their actual numbers against their goals and helping them improve their sales numbers which directly hits their top-line!

Tools used: SharePoint report subscription, SQL server analysis services, SQL Server Integration services, SQL server reporting services & Excel.

Mockup:

Note: Drill down reports are not shown and the numbers are made up.

Sales Team bookings vs quota dashboard

Cost Driver’s Dashboard for a Supply Chain Executive:

Supply Chain Cost Drivers Profitability Dashboard
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Summary:

Profitability equals revenue minus costs – To that end, A supply chain executive is mostly focused on optimizing cost elements to drive profitability. Here’s a mock up of a dashboard created for an executive to help him keep an eye on the overall health while making sure he gets alerted for key cost categories.

The Dashboard was created using profitability data-set & also had drill down capabilities to analyze numbers for cost buckets like Raw materials, manufacturing & logistics.

Mockup:

Supply Chain Cost Drivers Profitability Dashboard

Time Intelligence in MDX: last N days

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it’s a common requirement to create a report that shows last N days of a business metric – so I thought I’ll post a template here for SQL server analysis server’s MDX query:

[code language=”SQL”]

WITH
MEMBER [Measures].[Sales_last_15_days] AS
Sum
(
{
[Calendar].[Date YYYYMMDD].CurrentMember.Lag(14)
:
[Calendar].[Date YYYYMMDD].CurrentMember
}
,[Measures].[Sales]
)

MEMBER [Measures].[CurrDate] as
"[Calendar].[Date YYYYMMDD].[" + Cstr(Year(Now())*10000+month(now())*100+day(now())) +"]"

SELECT
{
[Measures].[Sales_last_15_days]
} ON COLUMNS
FROM
[CubeName]
WHERE
STRTOMEMBER([Measures].[CurrDate])

[/code]

Here are things that you’ll need to adjust to make it work for your scenario:

1. Date Dimension Attribute & it’s format. The example shows yyyymmdd but you could have different format of the date.

2. Measure name. Instead of [Measures].[Sales] you’ll have to replace it with your business metric. Also, make sure you are using the right aggregate function, in the example above I have used SUM but you’ll have to change this based on your requirement.

3. Create a parameter and use it in index for the Lag function.

4. change [cubename] to your cube name.

I hope this gives you a good starting point to create last N days for your business metric.

How to Configure SQL Server Analysis services’s Action to Open an URL?

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SSAS Actions are powerful! You can open web pages, open sql server reporting services, customize drill through reports among other things using actions. In this post, you will see a common requirement from users to navigate to a corporate intranet site from the cube – and usually it needs to be dynamic.

For example, user is interested in seeing the Order Entry Page hosted on the corporate intranet site by using the Order ID from the SSAS cube.

Here’s how you can set it up:

1. Open SSAS Cube in SQL Server Data Tools:

2. Navigate to Actions tab:

ssas url action analysis services sql server web page

3. Here you’ll see three types of action that you can configure

a. Standard (this have five subtypes including the URL action)

b. Drill Through

c. report action

4. For the purpose of this blog post, let’s focus on standard action:

ssas url action analysis services sql server web page5. Once you click on the “New Action” it will ask you to configure the action:

a. Name: Enter the desired name here

b. Target Type: In this case, Order ID is an attribute member but you will have to choose appropriate target type for your scenario

c. Target Object: In this case, it’s something like [Order].[Order ID] – in your case, you’ll have to choose an appropriate target object

d. Type: URL in this case (also don’t forget to check books online for what other types can do as well)

e. Action Expression: the format of the Action Expression if it’s driven by a parameter would go something like:

[code language=”SQL”]
"http://servername/site/Pages/OrderRef.aspx?Search&ID="+[Order].[Order ID].currentmember.member_caption
[/code]

f. Additional Properties: I like to set the Caption to clearly indicate the user that they are opening the “Order Form for Order ID 123999”. You can do that by setting the caption property. The format goes like this:

[code language=”SQL”]
"Open Order Entry page for Order ID: "+[Order].[Order ID].currentmember.member_caption
[/code]

Also set the caption is MDX to True if you are using above format.

That’s about it, don’t forget to test it (after deploying the cube) using excel or other end-user tool of your choice. In the Pivot Table, use the Order ID attribute in Row/Column labels > Right Click on any attribute member of Order ID attribute > Additional Actions > The caption with dynamic order id should show by here for users to click and navigate to the specified URL:

excel ssas url action analysis services sql server web page

How to create an Average Aggregation in SQL Server Analysis services?

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Problem:

How do create a measure that does an average over a field from fact table? You can’t find it the “usage” property while trying to create a new measure:

SQL Server Analysis Services Average Aggregation

Solution:

Before i show you the solution, I want you to know that this is a Level 100 solution to get you started – so depending on the complexity of your cube the calculated measure that you are about to create may or may not perform well – if it does not perform well, you might have to dig a little deeper and here’s one blog post to get you started: URL

OK, back to topic! Here are the steps.

SCENARIO: you need average of Sales Amount.

1. Create a SUM OF SALES AMOUNT measure

Steps: Open cube > Cube Structure > Right click on Measure Group > New Measure > Usage: “SUM” > Source Table: Pick your Fact Table. In this case let’s say it’s Fact Sales > Source Column: In this case, lets say it’s SALES AMOUNT

2. Create a COUNT OF SALES measure (important: row count vs. non empty count – this is not a developer’s choice, a business user needs to define that)

Steps: Open cube > Cube Structure > Right click on Measure Group > New Measure > Usage: count of rows OR count of non empty values (again this is not developer’s choice, a business user needs to define this) > Source Table: Pick your Fact Table. In this case let’s say it’s Fact Sales > Source Column: In this case, lets say it’s SALES AMOUNT

3. Create a Calculated Measure that equals (SUM OF SALES/COUNT OF SALES)

3a. Switch to Calculations section > create a new calculated member:

SSAS Analysis services new calculated measure

3b. Complete Name, Format String & Associated Measure Group. For the Expression, use the following expression. Please use this as a starting point for your measure:

[code language=”SQL”]
IIF([measures].[COUNT OF SALES]=0,0,[measures].[SUM OF SALES AMOUNT]/[measures].[COUNT OF SALES])
[/code]

4. Before you test it, if you don’t need the SUM OF SALES AMOUNT and COUNT OF SALES measures than don’t forget to hide them!

Conclusion:

In this post, you saw how to define a measure with average aggregation is SSAS.

SQL Server Analysis services warning: “The name specified for the attribute relationship differs from the name of the related attribute”

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In this post we will see how to address the SSAS warning message: “The name specified for the attribute relationship differs from the name of the related attribute”, it’s not a critical waning but it’s always good to make sure that these warnings are addressed before going to production.

Usually this happens because attribute names were renamed after the relationships between attributes had already been defined. 

To fix the warning messages:

1. Go to Attribute Relationships section for the dimension.

2. In the lower right corner, you should find list of relationships.The ones that cause the warning would have a blue squiggly line with a warning symbol on the arrow (example shown below):

ssas attribute relationships cube dimension3. Right Click on the Relationship > Go to Properties > Change the Name property to the new renamed name that you gave to the attribute – it should be what’s shown in the Attribute property.

ssas analysis services attribute relantionship propertiesThat’s it, this should fix the ssas warning message now since the name specified for attribute relationship would now match related attribute.

SQL Server Analysis services warning: “The name specified for the attribute relationship differs from the name of the related attribute”

Standard

In this post we will see how to address the SSAS warning message: “The name specified for the attribute relationship differs from the name of the related attribute”, it’s not a critical waning but it’s always good to make sure that these warnings are addressed before going to production.

Usually this happens because attribute names were renamed after the relationships between attributes had already been defined. 

To fix the warning messages:

1. Go to Attribute Relationships section for the dimension.

2. In the lower right corner, you should find list of relationships.The ones that cause the warning would have a blue squiggly line with a warning symbol on the arrow (example shown below):

ssas attribute relationships cube dimension3. Right Click on the Relationship > Go to Properties > Change the Name property to the new renamed name that you gave to the attribute – it should be what’s shown in the Attribute property.

ssas analysis services attribute relantionship propertiesThat’s it, this should fix the ssas warning message now since the name specified for attribute relationship would now match related attribute.