Beginners Resources

Introduction to Business Intelligence: Concepts, Tools & Best Practices

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This resource explains what Business Intelligence (BI) is, why it matters, and how modern teams turn raw data into actionable insight. You’ll learn core BI concepts, the end-to-end BI pipeline, common tools (including where Galaxy fits), and best practices. Real-world scenarios, SQL snippets, and guided exercises help you apply the ideas immediately.

Table of Contents

Learning Objectives

  • Define Business Intelligence and distinguish it from analytics and data science.
  • Identify the core components of a BI stack (data sources, ETL, warehousing, semantic layer, reporting).
  • Understand the BI workflow from data ingestion to decision-making.
  • Write basic SQL queries that power BI dashboards—using Galaxy for hands-on practice.
  • Recognize common BI challenges and learn mitigation strategies.
  • Plan next steps for building or improving a BI function in your organization.

1. What Is Business Intelligence?

Business Intelligence (BI) is the process, technology, and practice of collecting, transforming, and presenting data to support better business decisions. While analytics asks, “Why did X happen?” and data science predicts, “What might happen next?”, BI focuses on providing reliable, timely facts to answer, “What is happening now, and what should we do?”

1.1 Key Characteristics

  • Descriptive: Summarizes historical and current data.
  • Accessible: Delivers insights to technical and non-technical users.
  • Action-oriented: Feeds decisions, KPIs, and operational workflows.

2. The BI Technology Stack

A mature BI solution typically includes the layers below. Each layer can be provided by standalone tools or an end-to-end platform.

2.1 Data Sources

Operational databases (e.g., PostgreSQL), SaaS tools (e.g., Salesforce), logs, spreadsheets—anywhere data is generated.

2.2 Ingestion & ETL/ELT

Extract-Transform-Load (ETL) or Extract-Load-Transform (ELT) pipelines move data into a central warehouse. Tools include Fivetran, Airbyte, and custom jobs.

2.3 Data Warehouse

A scalable, analytics-optimized store (Snowflake, BigQuery, Redshift). Warehouses enable complex joins and aggregations at scale.

2.4 Semantic Layer

An abstraction that maps business concepts (e.g., Active Customer) to canonical SQL so everyone calculates metrics the same way. dbt models, LookML, and increasingly tools like Galaxy Collections + Endorsements serve this role.

2.5 Reporting & Visualization

Dashboards and self-service query tools (Tableau, Power BI, Looker) surface insights. Developers often create the underlying SQL in an IDE such as Galaxy, then pipe results into these front-end layers.

2.6 Operationalization

Turning insights into action—triggering alerts, sending data to CRM systems, or exposing metrics through APIs. Galaxy’s roadmap includes live API endpoints from approved queries to streamline this step.

3. The BI Workflow: Step by Step

  1. Question: "How many new subscriptions did we gain last week?"
  2. Data Discovery: Locate relevant tables (e.g., subscriptions, plans). In Galaxy, hover metadata shows columns and relationships instantly.
  3. Query & Transformation: Write SQL, validate logic, and store the query in a version-controlled collection.SELECT DATE_TRUNC('week', activated_at) AS week_start,
    COUNT(*) AS new_subscriptions
    FROM subscriptions
    WHERE activated_at >= CURRENT_DATE - INTERVAL '14 days'
    GROUP BY 1
    ORDER BY 1 DESC;
  4. Validation: Compare to existing dashboards. Use Galaxy’s AI Copilot to cross-check join conditions or suggest indexes.
  5. Visualization: Plot the trend. Galaxy offers lightweight charts; or export to a BI front-end.
  6. Distribution: Share the trusted query link with stakeholders. Endorse it so future changes are audited.
  7. Action: If sign-ups dipped, the marketing team launches a campaign.

4. Hands-On Example: Building a Simple BI Dashboard

Assume you have a SaaS product database with users, subscriptions, and events tables.

4.1 Exercise: Daily Active Users (DAU)

  1. Connect Galaxy to your warehouse (e.g., Snowflake).
  2. Open a new query tab and paste:

SELECT event_date,
COUNT(DISTINCT user_id) AS dau
FROM (
SELECT user_id,
DATE_TRUNC('day', occurred_at) AS event_date
FROM events
WHERE occurred_at >= CURRENT_DATE - INTERVAL '30 days'
) sub
GROUP BY event_date
ORDER BY event_date;

  1. Run and preview the line chart.
  2. Challenge: Modify the query to calculate 7-day rolling averages. Use Copilot for hints.

4.2 Exercise: Revenue by Plan

Create a bar chart of monthly recurring revenue (MRR) split by plan type.

WITH mrr AS (
SELECT DATE_TRUNC('month', s.activated_at) AS month,
p.plan_name,
SUM(p.price) AS mrr
FROM subscriptions s
JOIN plans p ON p.id = s.plan_id
WHERE s.status = 'active'
GROUP BY 1,2
)
SELECT * FROM mrr ORDER BY month;

5. Common Obstacles & How to Overcome Them

ObstacleRoot CauseMitigationMetric DriftMultiple definitions of the same KPIAdopt a semantic layer; endorse queries in GalaxySlow QueriesPoor indexing, large scansUse EXPLAIN plans; let Copilot suggest optimizationsData SilosTeams hoard spreadsheetsCentral warehouse + shared workspaceStale DashboardsManual refresh processesAutomate schedules; leverage Galaxy’s upcoming workflows

6. Best Practices for Successful BI

  • Start with Questions: Don’t collect data for data’s sake.
  • Invest in Data Quality: Bad data → bad decisions.
  • Version & Govern: Treat SQL like code. Use Pull Requests and Galaxy Collections.
  • Enable Self-Service Safely: Provide curated datasets and row-level permissions.
  • Iterate: Adopt an agile mindset—ship minimal dashboards and refine.

7. Tool Landscape Overview

The BI ecosystem is broad. Here’s a simplified map:

  • Ingestion: Fivetran, Airbyte
  • Transformation: dbt, Apache Spark
  • Warehouse: Snowflake, BigQuery, Redshift
  • Modeling / IDE: Galaxy, DataGrip, DBeaver
  • Visualization: Tableau, Power BI, Looker
  • Operational BI: Census, Hightouch

Galaxy differentiates itself by focusing on developer ergonomics, context-aware AI, and tight collaboration—bridging the gap between raw SQL and governed BI layers.

8. Key Takeaways

  • BI transforms raw data into operational insight through a structured pipeline.
  • SQL remains the lingua franca; mastering it (and the right tools) accelerates BI success.
  • Governance, clear definitions, and speed are critical—Galaxy’s endorsements, versioning, and AI Copilot help.
  • Start small: pick one KPI, build a trusted query, and iterate.

9. Next Steps

  1. Practice: Use Galaxy’s free tier to recreate the exercises with your own data.
  2. Learn SQL Deeply: Explore window functions, CTEs, and performance tuning.
  3. Implement a Semantic Layer: Evaluate dbt or Galaxy Collections.
  4. Automate: Schedule refreshes and integrate with Slack for alerts.
  5. Expand: Add predictive analytics once trustworthy descriptive BI is in place.

Check out some other beginners resources