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ETL
The process of updating the data
warehouse.
Recent Developments in
Data Warehousing: A Tutorial
Hugh J. Watson
Terry College of Business
University of Georgia
hwatson@terry.uga.edu
http://www.terry.uga.edu/~hwatson/dw_tutorial.ppt
Two Data Warehousing
Strategies
• Enterprise-wide warehouse, top down,
the Inmon methodology
• Data mart, bottom up, the Kimball
methodology
• When properly executed, both result in
an enterprise-wide data warehouse
The Data Mart Strategy
• The most common approach
• Begins with a single mart and architected marts are
added over time for more subject areas
• Relatively inexpensive and easy to implement
• Can be used as a proof of concept for data
warehousing
• Can perpetuate the “silos of information” problem
• Can postpone difficult decisions and activities
• Requires an overall integration plan
The Enterprise-wide Strategy
• A comprehensive warehouse is built initially
• An initial dependent data mart is built using a
subset of the data in the warehouse
• Additional data marts are built using subsets
of the data in the warehouse
• Like all complex projects, it is expensive, time
consuming, and prone to failure
• When successful, it results in an integrated,
scalable warehouse
Data Sources and Types
• Primarily from legacy, operational systems
• Almost exclusively numerical data at the
present time
• External data may be included, often
purchased from third-party sources
• Technology exists for storing unstructured
data and expect this to become more
important over time
Extraction, Transformation, and
Loading (ETL) Processes
• The “plumbing” work of data
warehousing
• Data are moved from source to target
data bases
• A very costly, time consuming part of
data warehousing
Recent Development:
More Frequent Updates
• Updates can be done in bulk and trickle
modes
• Business requirements, such as trading
partner access to a Web site, requires
current data
• For international firms, there is no good
time to load the warehouse
Recent Development:
Clickstream Data
• Results from clicks at web sites
• A dialog manager handles user interactions.
An ODS (operational data store in the data
staging area) helps to custom tailor the dialog
• The clickstream data is filtered and parsed
and sent to a data warehouse where it is
analyzed
• Software is available to analyze the
clickstream data
Data Extraction
• Often performed by COBOL routines
(not recommended because of high program
maintenance and no automatically generated
meta data)
• Sometimes source data is copied to the target
database using the replication capabilities of
standard RDMS (not recommended because
of “dirty data” in the source systems)
• Increasing performed by specialized ETL
software
Sample ETL Tools
• Teradata Warehouse Builder from Teradata
• DataStage from Ascential Software
• SAS System from SAS Institute
• Power Mart/Power Center from Informatica
• Sagent Solution from Sagent Software
• Hummingbird Genio Suite from Hummingbird
Communications
Reasons for “Dirty” Data
∙ Dummy Values
∙ Absence of Data
∙ Multipurpose Fields
∙ Cryptic Data
∙ Contradicting Data
∙ Inappropriate Use of Address Lines
∙ Violation of Business Rules
∙ Reused Primary Keys,
∙ Non-Unique Identifiers
∙ Data Integration Problems
Data Cleansing
• Source systems contain “dirty data” that must
be cleansed
• ETL software contains rudimentary data
cleansing capabilities
• Specialized data cleansing software is often
used. Important for performing name and
address correction and householding
functions
• Leading data cleansing vendors include Vality
(Integrity), Harte-Hanks (Trillium), and
Firstlogic (i.d.Centric)
Steps in Data Cleansing
∙ Parsing
∙ Correcting
∙ Standardizing
∙ Matching
∙ Consolidating
Parsing
• Parsing locates and identifies individual
data elements in the source files and
then isolates these data elements in the
target files.
• Examples include parsing the first,
middle, and last name; street number
and street name; and city and state.
Correcting
• Corrects parsed individual data
components using sophisticated data
algorithms and secondary data sources.
• Example include replacing a vanity
address and adding a zip code.
Standardizing
• Standardizing applies conversion
routines to transform data into its
preferred (and consistent) format using
both standard and custom business
rules.
• Examples include adding a pre name,
replacing a nickname, and using a
preferred street name.
Matching
• Searching and matching records within
and across the parsed, corrected and
standardized data based on predefined
business rules to eliminate duplications.
• Examples include identifying similar
names and addresses.
Consolidating
∙ Analyzing and identifying relationships
between matched records and
consolidating/merging them into ONE
representation.
Data Staging
• Often used as an interim step between data
extraction and later steps
• Accumulates data from asynchronous sources using
native interfaces, flat files, FTP sessions, or other
processes
• At a predefined cutoff time, data in the staging file is
transformed and loaded to the warehouse
• There is usually no end user access to the staging file
• An operational data store may be used for data
staging
Data Transformation
• Transforms the data in accordance with
the business rules and standards that
have been established
• Example include: format changes,
deduplication, splitting up fields,
replacement of codes, derived values,
and aggregates
Data Loading
• Data are physically moved to the data
warehouse
• The loading takes place within a “load
window”
• The trend is to near real time updates
of the data warehouse as the
warehouse is increasingly used for
operational applications
Meta Data
• Data about data
• Needed by both information technology
personnel and users
• IT personnel need to know data sources and
targets; database, table and column names;
refresh schedules; data usage measures; etc.
• Users need to know entity/attribute
definitions; reports/query tools available;
report distribution information; help desk
contact information, etc.
Recent Development:
Meta Data Integration
• A growing realization that meta data is critical
to data warehousing success
• Progress is being made on getting vendors to
agree on standards and to incorporate the
sharing of meta data among their tools
• Vendors like Microsoft, Computer Associates,
and Oracle have entered the meta data
marketplace with significant product offerings

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ETL-Datawarehousing.ppt.pptx

  • 1. ETL The process of updating the data warehouse.
  • 2. Recent Developments in Data Warehousing: A Tutorial Hugh J. Watson Terry College of Business University of Georgia hwatson@terry.uga.edu http://www.terry.uga.edu/~hwatson/dw_tutorial.ppt
  • 3. Two Data Warehousing Strategies • Enterprise-wide warehouse, top down, the Inmon methodology • Data mart, bottom up, the Kimball methodology • When properly executed, both result in an enterprise-wide data warehouse
  • 4. The Data Mart Strategy • The most common approach • Begins with a single mart and architected marts are added over time for more subject areas • Relatively inexpensive and easy to implement • Can be used as a proof of concept for data warehousing • Can perpetuate the “silos of information” problem • Can postpone difficult decisions and activities • Requires an overall integration plan
  • 5. The Enterprise-wide Strategy • A comprehensive warehouse is built initially • An initial dependent data mart is built using a subset of the data in the warehouse • Additional data marts are built using subsets of the data in the warehouse • Like all complex projects, it is expensive, time consuming, and prone to failure • When successful, it results in an integrated, scalable warehouse
  • 6. Data Sources and Types • Primarily from legacy, operational systems • Almost exclusively numerical data at the present time • External data may be included, often purchased from third-party sources • Technology exists for storing unstructured data and expect this to become more important over time
  • 7. Extraction, Transformation, and Loading (ETL) Processes • The “plumbing” work of data warehousing • Data are moved from source to target data bases • A very costly, time consuming part of data warehousing
  • 8. Recent Development: More Frequent Updates • Updates can be done in bulk and trickle modes • Business requirements, such as trading partner access to a Web site, requires current data • For international firms, there is no good time to load the warehouse
  • 9. Recent Development: Clickstream Data • Results from clicks at web sites • A dialog manager handles user interactions. An ODS (operational data store in the data staging area) helps to custom tailor the dialog • The clickstream data is filtered and parsed and sent to a data warehouse where it is analyzed • Software is available to analyze the clickstream data
  • 10. Data Extraction • Often performed by COBOL routines (not recommended because of high program maintenance and no automatically generated meta data) • Sometimes source data is copied to the target database using the replication capabilities of standard RDMS (not recommended because of “dirty data” in the source systems) • Increasing performed by specialized ETL software
  • 11. Sample ETL Tools • Teradata Warehouse Builder from Teradata • DataStage from Ascential Software • SAS System from SAS Institute • Power Mart/Power Center from Informatica • Sagent Solution from Sagent Software • Hummingbird Genio Suite from Hummingbird Communications
  • 12. Reasons for “Dirty” Data ∙ Dummy Values ∙ Absence of Data ∙ Multipurpose Fields ∙ Cryptic Data ∙ Contradicting Data ∙ Inappropriate Use of Address Lines ∙ Violation of Business Rules ∙ Reused Primary Keys, ∙ Non-Unique Identifiers ∙ Data Integration Problems
  • 13. Data Cleansing • Source systems contain “dirty data” that must be cleansed • ETL software contains rudimentary data cleansing capabilities • Specialized data cleansing software is often used. Important for performing name and address correction and householding functions • Leading data cleansing vendors include Vality (Integrity), Harte-Hanks (Trillium), and Firstlogic (i.d.Centric)
  • 14. Steps in Data Cleansing ∙ Parsing ∙ Correcting ∙ Standardizing ∙ Matching ∙ Consolidating
  • 15. Parsing • Parsing locates and identifies individual data elements in the source files and then isolates these data elements in the target files. • Examples include parsing the first, middle, and last name; street number and street name; and city and state.
  • 16. Correcting • Corrects parsed individual data components using sophisticated data algorithms and secondary data sources. • Example include replacing a vanity address and adding a zip code.
  • 17. Standardizing • Standardizing applies conversion routines to transform data into its preferred (and consistent) format using both standard and custom business rules. • Examples include adding a pre name, replacing a nickname, and using a preferred street name.
  • 18. Matching • Searching and matching records within and across the parsed, corrected and standardized data based on predefined business rules to eliminate duplications. • Examples include identifying similar names and addresses.
  • 19. Consolidating ∙ Analyzing and identifying relationships between matched records and consolidating/merging them into ONE representation.
  • 20. Data Staging • Often used as an interim step between data extraction and later steps • Accumulates data from asynchronous sources using native interfaces, flat files, FTP sessions, or other processes • At a predefined cutoff time, data in the staging file is transformed and loaded to the warehouse • There is usually no end user access to the staging file • An operational data store may be used for data staging
  • 21. Data Transformation • Transforms the data in accordance with the business rules and standards that have been established • Example include: format changes, deduplication, splitting up fields, replacement of codes, derived values, and aggregates
  • 22. Data Loading • Data are physically moved to the data warehouse • The loading takes place within a “load window” • The trend is to near real time updates of the data warehouse as the warehouse is increasingly used for operational applications
  • 23. Meta Data • Data about data • Needed by both information technology personnel and users • IT personnel need to know data sources and targets; database, table and column names; refresh schedules; data usage measures; etc. • Users need to know entity/attribute definitions; reports/query tools available; report distribution information; help desk contact information, etc.
  • 24. Recent Development: Meta Data Integration • A growing realization that meta data is critical to data warehousing success • Progress is being made on getting vendors to agree on standards and to incorporate the sharing of meta data among their tools • Vendors like Microsoft, Computer Associates, and Oracle have entered the meta data marketplace with significant product offerings