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If you are looking for a data management tool which can be used to integrate the data, analyze and construct the reports based on certain Business Requirements. Then BI tools such as MSBI (Microsoft Business Intelligence) can be taken into consideration. This cheat sheet provides the basic concepts which you need to know about the MSBI tool in order to implement it. This cheat sheet can be used as a handy reference sheet for the beginners and the one who already have an idea about the BI tools to get started with it.

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You can also download the printable PDF of this MSBI cheat sheet

MSBI Cheat Sheet

Business Intelligence (BI): BI refers to Business Intelligence. It is a technology driven term which refers to as a software application used by the organizations to integrate, analyze and present raw data to help the organizations make more informed business decisions and strategic planning. It implements Data Warehousing to give the analysis and decision making results using some set of tools

Data Warehousing: It is a tool which divides the analytical workload from transactional workload and enables an organization to combine data from a number of sources

Database engine: It is a part of SQL Server which creates and drives relational databases

Data integration: In works by combining data from several sources which are stored using various technologies and provide a meaningful and valuable information

MSBI: Microsoft + Business Intelligence together is known as MSBI. It is a part of SQL Server which uses a part of SharePoint services. It consists of a set of tools which help in providing the best solution for BI.

MSBI Tools: The tools which are used to transform the Business data into the information. MSBI is categorized into 3 parts based on SQL Server data tool

  • SSIS: It is an integration tool referred to as SQL Server Integration Services
  • SSAS: It is an analytical tool referred to as SQL Server Analytical Services
  • SSRS: It is a reporting tool/ Data view tool referred to as SQL Server Reporting Services

SSIS: SQL Server Integration Services is used for collecting data/information in different formats from various locations and gathering it in the centralized location. The important tasks performed by SSIS is Extraction, Transformation and Loading. Basically, it is a tool for Data Integration, Data Transformation and Data Migration

SSAS: SQL Server Analytical Services is used to analyze the centralized stored data. SSAS uses OLAP (Online Analytical Processing) component of MS SQL server and data mining capabilities

SSRS: SQL Server Reporting Service is a graphical generating software system from Microsoft. It is used to present the data graphically which is necessary for an organization to make an effective decision. The SSRS tools develop, design, test and generate reports

MSBI Tools

MSBI Architecture

Features of MSBI:

  • Provides a single version required to make effective decisions
  • Eliminates or reduces the instinctive decisions made
  • Provides quick and timely response to the business related queries by making it more responsive
  • Minimizes the error prone manual work
  • Provides robust support for analysis
  • Provides support for historical data
  • Supports summarized data

Components of Microsoft SharePoint:

Shows the function of Microsoft SharePoint parts

  • SharePoint Foundation: It is a foundational program used for communication, collaboration and content management.
  • SharePoint server: It is a full featured software product that provides industrial grade communication, collaboration and content-management
  • Infopath Form Services: It is a feature of SharePoint Server which allows InfoPath forms to be embedded in SharePoint Websites
  • Excel services: This feature embeds excel documents in a SharePoint website where it can be viewed
  • SSRS Integration: It installs an SSRS Server in such a way that it closely works with the SharePoint environment
  • Key Performance Indicator(KPI): It is a feature that provides a quick visualization of business information in the organization which provides an indication of how well it is doing
  • Business Connectivity Services(BCS): It is a feature of SharePoint that connects to Line of Business (LOB) systems and displays the data that they contain in the SharePoint environment
  • Sites: It is a website that SharePoint manages in ways that are compatible with its content-management features
  • Document Libraries: It is a mechanism to store content in SharePoint. A document library provides management of the content like document check-in and check-out, workflow etc.
  • Lists: A SharePoint website that contains the lists of data stored in form of rows and columns
  • Wikis: These are the specialized websites that allows the members to update the content
  • Blogs: It is a web log which provides a forum for people to write communications that can be viewed across the organization
  • Discussion Boards: It is an intranet location designated for online discussion which is accessible throughout the organization
  • Performance Point: It is designed to build advanced reports, scorecards and dashboards
  • Dashboard designer: It is an end user tool designed to build PerformancePoint content
  • Report builder: It is an end user tool designed to build SQL Server Reporting Services (SSRS) reports
  • Scorecard: It is a collection of data which includes graphs, charts, numbers, and other visualization information designed to indicate the progress towards a stated goal
  • Dashboard: It is much like a Scorecard which shows the status of key information but is not necessarily involved in the overall goal

Download a Printable PDF of this Cheat Sheet

With this, we come to an end of MSBI Cheat sheet. To get in-depth knowledge, check out our interactive, live-online  MSBI solution architect certification Training here, that comes with 24*7 support to guide you throughout your learning period. Intellipaat’s MSBI Training enables you to master MSBI tools like SSIS, SSRS, SSAS using SQL Server. This MSBI Training will also help you clear MSBI Certification. As part of this training you will learn data integration, creation of reports, dashboards and cubes for faster reports generation.


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