Home » BI Tools » Business Intelligence Tool Guide

Business Intelligence Tools assist organizations to improve their overall performance by helping them to plan, track, monitor, analyze and report the business activities. These tools improve customer relationship management thereby increasing company’s profitability significantly. Below are the few guidelines which may be of help while working with BI tools.

  • How to install and setup the BI software?
  • How to get license and training from BI software vendors?
  • How to create users, administrators and assign privileges to users?
  • How to connect to the different database servers from BI applications?
  • How to understand and work on BI data models or universe?
  • How to frame the select statement according to the business requirements?
    • How to select the tables that have to be used in the report?
    • How to select the columns that are required for reporting?
    • How to write the join condition to join (inner join, outer join, equi join) different tables in select statement?
    • How to write multiple select statements in a single report?
    • How to write the filters (null, in, equal to, greater than) that are required after the where clause?
    • How to create dimensions and facts?
    • How to drill up and drill down?
    • How to set user prompts for user to enter values?
    • How to process the query and retrieve the results?
  • How to work on results?
    • How to modify field formats?
    • How to sort data?
    • How to create computer items like date functions, numeric and string functions?
  • How to create pivots?
    • How to add data?
    • How to create totals?
    • How to group data?
  • How to create charts?
  • How to create reports?
    • How to work on reporting body?
    • How to work on report group headers?
    • How to work on report header/footer?
    • How to work on page header/footer?
    • How to design the report layout?
    • How to use page breaks?
  • How to schedule, monitor, modify, delete, and refresh a job(report)?
  • How to write report design document, /report testing document, test reports and get user acceptance?
  • How to distribute reports and results via email, printers, intranet server, and web?
  • How to export and import data?
  • How to track on scorecards, balancing scorecards, forecasting, key performance indicators and dashboards?

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