Suggested method to handle large dataset for SSRS and Excel - sql-server

I have a situation where I have been asked to create some reports on a large dataset - around 350million records in SQL server 2012. The idea is that I create a report using different reporting tools to show the relative pros and cons of each. We have the options of using Qliksense, SSRS and Excel (I know this is not a reporting tool).
I've created a Qliksense model which handles the data volume reasonably well. The data takes a few seconds to process when we change dimensions or measures but it's manageable. However, I am unsure about how to handle this with SSRS and especially Excel. Clearly we need to summarise the data. This is fine as we always intended to show data summarised/aggregated by some dimension.
What I could do is create a summarised data set but the issue is that we ideally want to be able to see this data by different dimensions. Short of creating a table for STATE and another for PRODUCT and another for SALESMAN etc, the only other way I can think of is to build some kind of cube. Or perhaps one of the clever folk frequenting this site can suggest a better way? If the solution could handle some way to drill down, all the better.
I'd appreciate advice on how best to manage this large volume of data in such a way that I am able to report on it.

Related

SSAS/SSRS, Unattached 'dimension' or Snowflake schema or Different Data sets?

I have designed in the previous weeks a cube in a star schema holding my information and managed to make a basic table report from it too.
But now, to make certain reports, the information held in the cube is not complete (or enough) for it. As it turns out, I have some parameters which are stored in a couple of tables which are not directly connected to the fact table, but its information is needed for some calculations in the reports.
My question is, how can I use such tables?
Can I add those tables unattached to my SSAS cube? (Which I far as I'm concerned right now, is theoretically impossible and I'm not sure if it makes sense... I anyway tried it, but they can't be added to ).
Or should I modify the schema to be a snowflake? (Which I too tried, but it adds the parameter tables under some other dimension -which I understand is a hierarchy but I'm not really sure how they work-).
Or eventually, what I know believe the reasonable solution, is: can I have two different data sets (one being the cube, the other being the set of tables with the parameters) in my SSRS report that somehow interact with each other to produce some lovely graphics as a result.
Is the question too broad? Bear with me and I'll give more specific info, for now it seems the most specific I can get to try to make myself clear.

Business Intelligence - analyzing events rather than aggregates? What's the right approach

I currently analyze our customer data and trends by a number of SQL queries; and the testing of a hypothesis can be time-expensive.
For instance, we have a table of our customer info and a table of our customer service calls, indexed by customer. I'd like to find out if a particular cohort of customers had more CS issues than another; and if there is any correlation between customer service calls and increased cancel rates.
I was looking into MS's BI studio, as we're running MSSQL 2008 already; but most of what I've read focuses on carefully constructed MDX cubes that aggregate numerical data; so in the above model, I'd have to build a cube of facts (number of CS calls and types) and then use the customer data as dimensions. Fair enough, but in the time it'd take me to do that, I could just write the query manually in TSQL.
My DB is small enough that the speed gains from a separate datamart aren't necessary -- what I'm looking for is a flexible way of looking at my data, by creating a Customer 'Object' and tying all sorts of data, actions and numerical values to them. And I'd rather have the data extracted from my existing tables rather than having to ETL to a separate table.
Ideally at some point, I'd be able to use Data Mining tools for predictive analysis, but right now I'm going after low hanging fruit -- do customers from this ad campaign cancel more than the other one; etc.
Am I barking up the wrong tree with SQL Analysis Services/MDX cubes? Or does what I'm talking about not exist easily to begin with? Any advice, directions to products, or insight greatly appreciated.
It depends on who you want to do the analysis. If you are the one who is going to do the analysis, you know SQL, and you understand the structure of your data, then there's no real benefit to doing extra work to simply change the structure of the data. You want to use BI tools when you want to make that data available to others who don't know SQL, and don't necessarily know the relationships between different tables of data that are out there. You're in essence adding an abstraction layer to hide all this complexity from them, but still allow them to do the analysis. Of course the side effect of the abstraction is that you end up adding some limitations, but the trade-off is that the information is available to more people.
Don't waste your time with SSAS/cubes. Your dataset is small and the scope of your problem is narrow...so there's no need for you to build a cube. Instead, you should give the Excel Data Mining addin a test-run. It's pretty powerful and works well with small datasets. It is the low-hanging fruit I believe you are looking for. Plus, users feel comfortable using Excel.
SSAS is not necessary for creating data mining structures/models is only necessary if you want to automate the process.
Building a cube first only helps when you have a very large dataset. Because of its speed, it will allow the data mining algorithms to run faster. Even if you use SSAS to build a data minining strucutre/model(s), you still don't need a cube...you can build the structure/model(s) off of relational tables.
If you database tables are designed correctly

Dataset retrieving data from another dataset

I work with an application that it switching from filebased datastorage to database based. It has a very large amount of code that is written specifically towards the filebased system. To make the switch I am implementing functionality that will work as the old system, the plan is then making more optimal use of the database in new code.
One problem is that the filebased system often was reading single records, and read them repeatedly for reports. This have become alot of queries to the database, which is slow.
The idea I have been trying to flesh out is using two datasets. One dataset to retrieve an entire table, and another dataset to query against the first, thereby decreasing communication overhead with the database server.
I've tried to look at the DataSource property of TADODataSet but the dataset still seems to require a connection, and it asks the database directly if Connection is assigned.
The reason I would prefer to get the result in another dataset, rather than navigating the first one, is that there is already implemented a good amount of logic for emulating the old system. This logic is based on having a dataset containing only the results as queried with the old interface.
The functionality only have to support reading data, not writing it back.
How can I use one dataset to supply values for another dataset to select from?
I am using Delphi 2007 and MSSQL.
You can use a ClientDataSet/DataSetProvider pair to fetch data from an existing DataSet. You can use filters on the source dataset, filters on the ClientDataSet and provider events to trim the dataset only to the interesting records.
I've used this technique with success in a couple of migrating projects and to mitigate similar situation where a old SQL Server 7 database was queried thousands of times to retrieve individual records with painful performance costs. Querying it only one time and then fetching individual records to the client dataset was, at the time, not only an elegant solution but a great performance boost to that particular application: The most great example was an 8 hour process reduced to 15 minutes... poor users loved me that time.
A ClientDataSet is just a TDataSet you can seamlessly integrate into existing code and UI.

Environmental database design

I've never designed a database before, but I've had experience programming in a few languages and assembler throughout college, as well as some web design, so I'm able to at least pick up what I need to know if I can be pointed in the right direction. One of the tasks of my job is to sort through some data that we've been collecting in the field, using a "sonde" which measures temperature, pH, conductivity, and other parameters. The device sits in a stream 24/7 (except for when we take it out and switch it with our other sonde every couple weeks, so that we can put in a newly calibrated one in the stream and retrieve the data from the one that was in the field). It collects data every 15 minutes or so, and has done so since 2007. Currently, all of our data is spread across multiple excel spreadsheets, and we have additional data from a weather station and another instrument that all gets compiled into quarterly documents. My goal is to design as simple of a database as possible with most of the functionality of a database like this: http://hudson.dl.stevens-tech.edu/hrecos/d/index.shtml. Ours would be significantly simpler as it is not live data (but would instead retrieve data from files that we upload once we'd finished handling the formatting and compilation of all our data). I would very much like the graphing ability on the site that the above database has, but I at least need to be able to select a range of data and select as many variables as I want within that time range and then be able to download a spreadsheet with the generated data (or at least a CSV file).
I realize this is a tough task, and as I have not designed a database before, I suspect it is very much an uphill task. However if I would be able to learn the things necessary to do this, and make it web-accessible, that would be a huge accomplishment and very much impress my boss. Any advice or tips to go off in the right direction would be very much appreciated.
Thanks for your help!
There are actually 2 parts to the solution you're looking for:
The database, which will store your data in a single organized place, and
The application, which is the interface used by people to interact with the database.
Basically, a database by itself is just a container. You need some kind of application which accept criteria from a user, pull the appropriate data meeting the criteria from the database, and display it to the user in a meaningful fashion - in this case, a graph or a spreadsheet.
Normally for web-based apps the database and application are two separate components. However, for a small app with a fairly small number of users, and especially for someone just starting out, you may want to consider an all-in-one solution like InfoDome, sort of like MSAccess for the web.
Either way, you're still going to need to learn about database design. There's many good tutorials out there, just do some searching. DatabaseAnswers.org has been useful for me. They have a set of tutorials as well as a large collection of sample database schemas.

What should I have in mind when building OLAP solution from scratch?

I'm working for a company running a software product based on a MS SQL database server, and through the years I have developed 20-30 quite advanced reports in PHP, taking data directly from the database. This has been very successful, and people are happy with it.
But it has some drawbacks:
For new changes, it can be quite development intensive
The user can't experiment much with the data - it is locked to a hard-coded view
It can be slow for big reports
I am considering gradually going to a OLAP-based approach, which can be queried from Excel or some web-based service. But I would like to do this in a way that introduces the least amount of new complexity in the IT environment - the least amount of different services, synchronization jobs etc!
I have some questions in this regard:
1) Workflow-related:
What is a good development route from "black box SQL server" to "OLAP ready to use"?
Which servers and services should be set up, and which scripts should be written?
Which are the hardest/most critical/most time-intensive parts?
2) ETL:
I suppose it is best to have separate servers for their Data Warehouse and Production SQL?
How are these kept in sync (push/pull)? Using which technologies/languages?
For me SSIS looks overly complicated, and the graphical workflow doesn't appeal much to me -- I would rather like a text based script that does the job. Is this feasible?
Or is it advantagous to use the graphical client with only one source and one destination?
3) Development:
How much of this (data integration, analysis services) can be efficiently maintained from a CLI-tool?
Can the setup be transferred back and forth between production and development easily?
I'm happy with any answer that covers just some of this - and even though it is a MS environment, I'm also interested to hear about advantages in other technologies.
I only have experience with Microsoft OLAP, so here are my two cents regarding what I know:
If you are implementing cubes, then separate the production SQL Server from the source for the cubes. Cubes require a lot of SELECT DISTINCT column_name FROM source.table. You don't want cube processing to block your mission critical production system.
Although you can implement OLAP cubes with standard relation tables, you will quickly find that unless your data is a ledger-style system you will probably need to fully reprocess your fact and dimension tables and this will require requerying the source database over and over again. That's a large argument for building a separate data warehouse that uses ledger-style transactions for the fact tables. For instance, if a customer orders something and then cancels it, your source system may track this as a status change. In your fact table, you probably need to show this as a row for ordering that has a positive quantity and revenue stream and a row for cancelling that has a negative quantity and revenue stream.
OLAP may be overkill for your environment. The main issue you appeared to raise was that your reports are static and users want access to the data directly. You could build a data model and give users Report Builder access in SSRS, or report writing access in some other BI suite like Cognos, Business Objects, etc. I don't generally recommend this approach since it is way beyond what most users should have to know to get data, but in a small shop this may be sufficient and it is easy to implement. Let's face it -- users generally just want to get the data into Excel to manipulate it further. So if you don't want to give them a web front-end and you just want them to get to the data from Excel, you could give them direct database access to a copy of the production data. The downside of this approach is users don't generally understand SQL or database relationships. OLAP helps you avoid forcing users to learn SQL or relationships, but is isn't easy to implement on your end. If you only have a couple of power users who need this kind of access, it could be easy enough to teach the few power users how to do basic queries in Excel against the database and they will be happy to get this tomorrow. OLAP won't be ready by tomorrow.
If you only have a few kinds of source data systems, you could get away with building a super-dynamic static report. For instance, I have a report that was written in C# that basically allows users to select as many columns as they want from a list of 30 columns and filter the data on a few date range fields and field filter lists. This simple report covers about 40% of all ad hoc report requests from end-users since it covers all the basic, core customer metrics and fields. We recently moved this report to SSRS and that allowed us to up the number of fields to about 100 and improved the overall user experience. Regardless of the reporting platform, it is possible to give users some dynamic flexibility even in the confines of a static reporting system.
If you only have a couple of databases, you can probably backup and restore the databases as your ETL. However, if you want to do anything beyond that, then you might as well bite the bullet and use SSIS (or some other ETL tool). Once you get into ETL for data warehousing, you are going to use a graphic-oriented design tool. Coding works well for applications, but ETL is more about workflows and that's why the tools tend to converge on a graphical UI. You can work around this and try to code a data warehouse from a text editor, but in the end you are going to lose out on a lot. See this post for more details on the differences between loading data from code and loading data from SSIS.
FEEDBACK ON HOW TO USE CUBES WITH A RELATIONAL DATA STORE
It is possible to implement a cube over a relational data store, but there are some major problems with using this approach. The main reason it is technically feasible has to do with how you configure your DSV. The DSV is essentially a logical layer between the physical database and the cube/dimension definitions. Instead of importing the relational tables into the DSV, you could define Named Queries or create views in the database that flatten the data.
The advantage of this approach are as follows:
It is relatively easy to implement since you don't have to build an entire ETL subsystem to get started with OLAP.
This approach works well for prototyping how you want to build a more long-term solution. You can prototype it in 1-2 days and show some of the benefits of OLAP today.
Some very, very large tables don't have to be completely duplicated just to support an OLAP cube. I have several multi-billion row tables that are almost completely standardized fact tables. The only columns they don't have are date keys and they also contain some NULL values on fields that shouldn't have nulls at all. Instead of duplicating these very massive tables, you can create the surrogate date keys and set values for the nulls in the view or named query. If you aren't going to see a huge performance boon for duplicating the table, then this may be a candidate for leaving in a more raw format in the database itself.
The disadvantages of this approach are as follows:
If you haven't built a true Kimball method data warehouse, then you probably aren't tracking transactions in a ledger-style. Kimball method fact tables (at least as I understand them) always change values by adding and subtracting rows. If someone cancels part of an order, you can't update the value in the cube for the single transaction. Instead, you have to balance out the transaction with a negative value. If you have to update the transaction, then you will have to fully reprocess the partition of the cube to replace the value which can be a very expensive operation. Unless your source system is a ledger-style transaction system, you will probably have to build a ledger-style copy in your ETL subsystem.
If you don't build a Kimball method data warehouse, then you are probably using unobscured and possibly non-integer primary keys in your database. This directly impacts query performance inside the cube. It also sets you up for having a theoretically inflexible data warehouse. For instance, if you have an product ordering system that uses an integer key and you start using a second product ordering system either as a replacement for the legacy system or in tandem with the legacy system, you may struggle to combine the data together merely through the DSV since each system has different data points, metrics, workflows, data types, etc. Worse, if they have the same data types for the order id and the order id values overlap between systems, then you must declare a surrogate key that you can use across both systems. This can be difficult, but not impossible, to implement without using a flattened data warehouse.
You may have to build the system twice if you start with the relational data store and then move to flattened database. Frankly, I think the amount of duplicated work is trivial. Most of what you learned building the cube off a relational data store will translate to setting up the new OLAP cube. The main problem, though, is that you will probably create a new cube altogether and then any users of the old cube will have to migrate to the new cube. Any reports built in SSRS or Excel will probably break at that point and need to be rewritten from the ground up. So the main cost of rebuilding the cube is really on rebuilding dependent objects -- not on rebuilding the cube itself.
Let me know if you want me to expand on any of the above points. good luck.
You're basically asking the million dollar question of "How do I build a DWH". This is not really a question that can decisively be answered.
Nevertheless, here is a kickstart:
If you are looking for a minimum viable product, be aware that you are in a data environment, and not a pure software one. In data-heavy environments, it is much harder to incrementally build a product, because the amount of effort to introduce changes in the system is much greater. Think about it as if every change you make in a piece of software has to be somehow backwards-compatible with anything you've ever done. Now you understand the hell Microsoft are in :-).
Also, data systems involve many third-party tools such as DBs, ETL tools and reporting platforms. The choices you make should be viable for the expected development of your system, else you might have to completely replace these tools down the road.
While you can start with a DB cloning that will be based on simple copy SQLs and then aggregating it or pushing it into an OLAP, I would recommend getting your hands dirty with a real ETL tool from the start. This is especially true if you foresee the need to grow. 9 out of 10 times, the need will grow.
MS-SQL is a good choice for a DB if you don't mind the cost. The natural ETL tool would be SSIS, and it's a solid tool as well.
Even if your first transformations are merely "take this table and dump it in there", you still gain a lot in terms of process management (has the job run? What happens if it fails? etc) and debugging. Also, it is easier to organically grow as requirements and/or special cases have to be dealt with.

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