Becoming a Data-Driven Credit Union

Data warehouses, multi-dimensional analysis cubes, and predictive analytics can appear to be imposing goals. Where do we start? How quickly can we accomplish our data goals? Do I have the right talent? These questions, and many like them, create doubt and concern amongst credit union executives wondering how they can start utilizing data better and […]

Import Data into SQL from Excel

In our last lesson, we showed you how to use SSIS to export data to Excel. In fact, all of our previous SSIS lessons have focused on exporting data from SQL into some other format. In this lesson, however, we will show you how to import data from Excel into SQL. This is very helpful […]

Using SSIS to Export Data to Excel

In our previous post, we learned how to append the date to flat file exports. This represents an intermediate level skill in SSIS but can be incredibly helpful in production business environments. Unfortunately, everything we have looked at in SSIS so far has related to flat files. More often than not our business users would […]

Append the Date to Flat File Exports with SSIS

In one of our previous posts, we provided instructions on how to use SSIS to export data to flat files. Often times, our business users would like to have a running history of exported data. For example, if we had an export that output all orders for the prior day our users wouldn’t want to […]

Using the SQL Agent to Automate SSIS Packages

In our last post, we learned how to use SSIS to export data to a flat file. While that is certainly a step in the right direction towards removing all manual effort from our reporting processes, we still had to manually kick off that SSIS package. In this post, we are going to learn how […]

Creating Data-Driven SSRS Subscriptions

In our last lesson, we explored how to create a basic SSRS subscription. This lesson is going to add some dynamic capabilities to the standard SSRS subscription to create a “data-driven SSRS subscription”. We are going to set up a data-driven SSRS subscription that, on a pre-defined schedule, outputs a report for share accounts opened […]

Creating SSRS Subscriptions

In our last post, we showed you how to create drill down SSRS reports so you can create incredibly dynamic reports. Drill down reports create dashboard-like functions right within SSRS. For those credit unions trying to maximize their BI investment, initially using SSRS over third-party BI visualization tools can minimize your upfront costs. What is […]

Drill Down SSRS Reports

Our previous post showed you how to create an SSRS report with multiple parameter data types. By doing that, we created even more dynamic reporting opportunities. An incredibly invaluable function of SSRS is the ability to “drill down” to other reports. The concept of “drilling down” is where you can click on a specific item […]

5 Steps to Start Developing your Business Intelligence Strategy

Big Data, Analytics, and Business Intelligence have become the most commonly used buzzwords in business.  Despite their varying uses and connotations, each boils down to a single proposition: how can we best use our data?   The answer may vary dramatically from credit union to credit union.  Perhaps your goal is to improve marketing returns […]