Friday, May 20, 2022

Transferring Data from Storage to Users in Business Analysis

Users need all the information for analysis. But it must be somehow structured and displayed in a form convenient for a business analyst. In my opinion, this is where the field for creativity lies, which gave rise to many software tools on the market, but did not solve the main problem, the problem of reliable and convenient data transfer to users. There are a number of ways to organize this process:

Templates of Excel-documents are created, in which a connection to the database is already provided and selections from it are configured.

Users are given the opportunity to write queries to the database themselves and choose what they need.

Acquire a reporting system, such as Microsoft Reporting Services, SAP BO, Oracle BI, and others.

Organize local databases for users, for example, MS Access.


Each of the listed methods, sooner or later, faces a problem that it cannot solve. The optimality of using these methods is also questionable. I propose to consider these methods in more detail.


Excel document templates


It is not very convenient to work with such templates for those who create them. You have to open each one, look at the select in it; remember passwords for access to the select, so that the end user does not change anything.

Storage and access to these templates also need to be provided somehow. You can store them in a public folder, you can develop or purchase a Web application that provides access to all of this. Sooner or later, a situation arises when there are a lot of reports, what they do, you still need to remember.

There is too much data and the report cannot be opened due to lack of memory.

Entering query parameters is difficult. You can write a VB-script in Excel that prompts you to enter them, but for each Excel you will have to write this script, or an improvement or correction of this script will need to be translated into all other templates.

Do I need to buy BI tools separately

The answer is more No than Yes! Why do we need reporting systems, various business intelligence portals and similar products? Excel does all of this really well. Theoretically, this is indeed quite enough, even for large businesses. But there are reasons that make you look for something more suitable. In my opinion, these are two bottlenecks in the organization of business analysis, which cause certain inconveniences and, in the worst case, can cause the information to cease to be comprehended.


Bottleneck #1 - Gathering Information


Collection of information is the process of primary accumulation of information and its movement to the repository. To successfully solve this problem, most often:

  • Deploy the database in the organization;
  • Hire people who will work with the Database;
  • Create or acquire means of entering information into the database - user interfaces, automatic translators;
  • Train staff to work with these systems;
  • Provide support for the performance of all systems.


There are many solutions on the market that can significantly simplify the task of collecting information. These are various systems that provide data transfer between sources, such as Microsoft Integration Services, Informatic and others. In addition, databases are becoming faster and more flexible, systems such as Big Data are emerging. As a result, problems with collecting information are quite solvable, in contrast to the next problem.

Transferring Data from Storage to Users in Business Analysis

Users need all the information for analysis. But it must be somehow structured and displayed in a form convenient for a business analyst. In...