DOYOUNEEDADATAWAREHOUSE? 
WHYPROPERLYSTAGEDDATAISCRITICALTOBI SYSTEMSUCCESS
questions 
here 
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AllRightsReserved 
This slide deck is part of a recorded webinar. To view the...
Resource Library 
Senturus’ whole purpose is to make you successful with Business Analytics. Thus, we offer a series of te...
•Introduction 
•The QuickAnswer 
•Why Business Intelligence (BI) 
•Challenges & BasicRequirements of BI Systems 
•Reportin...
CRITICALSUCCESSFACTORSINBI 
•Architectures & Data Transformation 
•BI Tools 
•Methodologies & Techniques 
•People & Proces...
CRITICALSUCCESSFACTORSINBI 
•Architectures & Data Transformation 
•Data Marts & Data Warehouses 
•BI Tools 
•Methodologies...
John Peterson CEO & Co-FounderSenturusTODAY’SPRESENTER 
7
WHOWEARE 
SENTURUSINTRODUCTION
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Our Team: 
Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors, BI Managers & Ente...
750+ CLIENTS, 1600+ PROJECTS, 14+ YEARS 
11 
Copyright 2014 Senturus, Inc. All Rights Reserved
•Former Head of BI/ Lead Architect –VISA 
•Former BI Architect –JambaJuice 
•Former Head of BI –Dole 
•Former Chief BI Arc...
WHATDOYOUUSEFORBI DATA“STORAGE” TODAY? 
QUICKPOLL
DOYOUINTENDTODEPLOYANENTERPRISEDATAWAREHOUSEATSOMEPOINT? 
QUICKPOLL
DOYOUREALLYNEEDADATAWAREHOUSE? 
QUICKANSWER
The short is answer is: 
Almost always, YES 
DOYOUREALLYNEEDADATAWAREHOUSE*? 
16 
Copyright 2014 Senturus, Inc. All Rights...
The rest of this presentation will focus on why… 
WHY? 
17 
Copyright 2014 Senturus, Inc. All Rights Reserved.
DATA-DRIVENINSIGHTLEADSTOBOTTOMLINERESULTS 
WHYBUSINESSANALYTICS?
questions 
here 
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BUSINESS INTELLIGENCE DRIVES COMPETITIVE ADVANTAGE 
Copyright 2014 Senturus, Inc. All Rights Reserved. 20 
11.3% 
14.0% 
1...
GETTINGTHERIGHTINFORMATIONTOTHERIGHTDECISIONMAKERSATTHERIGHTTIME 
THECHALLENGE
SOURCEDATAISNOTACTIONABLEINFORMATION 
22 
Copyright 2014 Senturus, Inc. All Rights Reserved. 
Standard 
Reports (Push-Pull...
THETYPICALSOLUTION 
23 
Copyright 2014 Senturus, Inc. All Rights Reserved. 
Standard 
Reports (Push-Pull) 
Dashboards/ 
Sc...
THETYPICALSOLUTION* (DETAILED) 
24 
Copyright 2014 Senturus, Inc. All Rights Reserved. 
Standard 
Reports (Push-Pull) 
Das...
Solutions 
Manually process in Excel 
Combine multiple sources 
Find, organize and align data 
Filter non-relevant data 
C...
THEREALCHALLENGEINANUTSHELL 
The Data has to be Transformedsomewhere between the source systems and the end-user 
The qu...
BUTFIRST, SOMEBUSINESSINTELLIGENCEMUST-HAVES& GIVENS 
BASICREQUIREMENTS
questions 
here 
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•Deliver a stable & user-friendly data structure 
–Reports will not break if source system files change 
–Foundation for t...
•Provide additional ways to “roll-up” data 
–Hierarchies, attributes, defined metrics 
•Provide field, table & measure nam...
WHYNOTSIMPLYPOINTTHEBI TOOLSATTHESOURCESYSTEMS? 
ARCHITECTURALOPTIONS
DIRECTCONNECTIONTOSOURCESYSTEM 
ERP Data 
Labor Data 
Standard 
Reports Web Portal 
Other Sources Ad hoc Querying 
Plannin...
•Transaction processing (OLTP) systems are optimized for Data Entry, not Reporting 
–Highly normalized, atomic level data ...
•Reporting queries can adversely impact OLTP data entry 
–Queries are often intensive 
•OLTP systems lack historical data ...
OPERATIONALDATASOURCE: SAP EXAMPLE 
* Just a few of the over 70,000 tables in SAP R/3
A FEWOTHERPROBLEMSWITHREPORTINGDIRECTFROMSOURCE(OLTP) SYSTEMS 
MORECHALLENGES
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ERP, plus… 
CRM 
Master data of all types 
Plans, forecasts, budgets 
Security data 
POS or channel data 
Shop floo...
ONEPROBLEMWITHTRYINGTOREPORTACROSSSUBJECTS 
39 
Copyright 2014 Senturus, Inc. All Rights Reserved. 
Cross joins (between q...
Upgrades 
Migrations 
Re-implementations 
Acquisitions 
… 
SOURCESYSTEMSCHANGEOVERTIME 
40 
Copyright 2014 Senturus, ...
My Big Epiphany: 
Business Intelligence Success Hinges on Dimensional Data 
Source systems NEVERsupport all the rollups,...
Date & Time 
Financial -Departments 
Financial -Chart of Accounts 
Product (often multiple) 
Brand 
Sales Territory ...
Company reorgs 
Multiple product hierarchies 
Finance version vs. Marketing version 
Sales territory realignment 
Man...
SOWHATDOWENEEDTODO… 
TECHNICALSOLUTION
questions 
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•Separate intensive queryand reporting tasks from servers & disks used by transaction processing (OLTP) systems 
•Create d...
•Provide a validatedrepositoryof data that has been cleaned of inaccurate or spurious data quality issues. 
•Maintain a re...
Create a 
Data Warehouse 
INOTHERWORDS… 
48 
Copyright 2014 Senturus, Inc. All Rights Reserved.
THEREALSOLUTION 
1.Properly staged data 
Extracted 
Transformed 
Enhanced & Combined 
Validated 
Delivered 
2.Good to...
Properly Staged DataBI Tools 
The Real Solution 
50Copyright 2014 Senturus, Inc. All Rights Reserved. 
Source Systems of R...
WHATISADATAWAREHOUSE? 
DEFINITIONS
“ A data warehouse is a subject oriented, integrated, nonvolatile, time variant collection of data in support of managemen...
WHATISNOT ADATAWAREHOUSE? 
DEFINITIONS(PART2)
questions 
here 
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DATAWAREHOUSE= COPYOFSOURCESYSTEM? 
ERP Data 
Labor Data 
Standard 
Reports 
Web Portal 
Other Sources 
Ad hoc Querying Pl...
DATAWAREHOUSE= NON-INTEGRATEDDATAMARTSILOS? 
ERP Data 
Labor Data 
Standard 
Reports 
Web Portal 
Other Sources 
Ad hoc Qu...
Integrated DataBI ToolsTRUEINTEGRATEDDATAWAREHOUSE 
57 
Copyright 2014 Senturus, Inc. All Rights Reserved. 
* Also known a...
WHYINTEGRATEDDATAMARTSORWAREHOUSE? 
Enhances Reporting Performance and Flexibility 
–Data Marts are organized as denormal...
WHYINTEGRATEDDATAMARTSORWAREHOUSE? (CONTINUED) 
4.Allows for Automation of business rules & transformations to human-reada...
WHYINTEGRATEDDATAMARTSORWAREHOUSE? (CONTINUED) 
6.Flexible Architectures enables reporting flexibility, i.e. the right too...
SPECIFICEXAMPLESOFWHENA DATAWAREHOUSEADDSVALUE 
BENEFITS
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Aggregation 
Pre-calculation 
Fewer joins 
Simple joins 
Incremental loads 
Indexing and Optimization for DW 
Less ...
Nomenclature transformation 
Both measures and dimensions 
Lookups -Measures (e.g. cost) 
Lookups –Dimensions (rich ma...
ENABLEQUERIESACROSSSUBJECTAREAS 
Product 
ProductType 
ProductCategory 
ProductClass 
SuperBallpoint Pen 
Ballpoints 
Pens...
CONFORMINGDIMENSIONS(EXAMPLE) 
Source: 
The Data Warehouse Toolkit 
© Ralph Kimball, Margy Ross 
John Wiley & Sons, Inc.
Maintaining accurate historical context (SCD’s) 
Snapshots and balances (e.g. inventory) 
TransactionlessFacts (e.g. pr...
ACCURATELY MAINTAIN HISTORICAL CONTEXT 
2009 
2010 
Store #23: 
8,000 sq ft 
Store #23: 
20,000 sq ft 
Year Store ID Store...
Rich, built-in date functionality (MTD,QTD…) 
Pre-calculatedtime intervals, and other derived metrics 
Data-driven secu...
HOWTOBUILDADATAWAREHOUSE--A20,000 FOOTVIEW 
FINALTIP
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DATAWAREHOUSESWITHOUTTHENEGATIVES 
•Recommendation: Don’t set out to build a data warehouse [i.e. “Boil the ocean”] 
•Inst...
Business Process Dimensional ModelsDateTime StoreProduct, etc.QtyExt Cost Ext Amount Margin,. 
Dimensions (Attributes) 
Me...
CONFORMEDDIMENSIONS= KEYTOINTEGRATION 
DateTime StoreProductQty,Revenue, Gross Margin 
Dimensions (Attributes) 
Measures (...
Product 
Line 
Measures / Facts 
Amount, Quantity 
Units = 10 
Amount = $17,525 
Cost = $8,000District 
Store 
Product (SK...
Source: 
The Data Warehouse Toolkit 
© Ralph Kimball, Margy Ross 
John Wiley & Sons, Inc. 
COMMON, CONFORMINGDIMENSIONS
CLOSINGARGUMENTS 
CONCLUSION
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We agree that some Additional Repository (other than the source system) is needed. 
We agree that some Transformationssh...
Therefore, we agree that: 
We need a RealIntegrated Data Warehouse 
We need to do it Right 
We can & should build it In...
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Do You Really Need a Data Warehouse? Avoid the Downsides Typically Associated with Data Warehouses

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Strategies to gain the benefits of enterprise-wide business insight while avoiding the downsides typically associated with data warehouses. View the webinar video recording and download this deck: http://www.senturus.com/resources/do-we-need-a-data-warehouse/

This webinar dispels a number of myths about data warehouses, addressing: 1) How integrated data warehouses (or marts) differ from OLTP systems, ODS’s reporting databases, 2) Why they are a mandatory complement to operational systems, 3) How to correctly design and build a best-practices data warehouse, and not simply a dumping ground for tables of raw data, 4) Why the initial architectural foundation for integrated data is so critical to long-term performance, scalability and usability and 5) How to quickly and cost-effectively implement a world-class solution.

Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.

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Do You Really Need a Data Warehouse? Avoid the Downsides Typically Associated with Data Warehouses

  1. 1. DOYOUNEEDADATAWAREHOUSE? WHYPROPERLYSTAGEDDATAISCRITICALTOBI SYSTEMSUCCESS
  2. 2. questions here Copyright2014Senturus,Inc. AllRightsReserved This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Hear the Recording
  3. 3. Resource Library Senturus’ whole purpose is to make you successful with Business Analytics. Thus, we offer a series of technology-neutral webinars, training on specific software, demonstrations, and no-holds-barred reviews of new software releases. We host dozens of live webinars every year and we offer a comprehensive library of recorded webinars, demos, white papers, presentations and case studies on our website--a wealth of learning resources. Most of our content is custom created and constantly updated, so visit us often to see what’s new in the industry. www.senturus.com/resources/ 3 Copyright 2014 Senturus, Inc. All Rights Reserved
  4. 4. •Introduction •The QuickAnswer •Why Business Intelligence (BI) •Challenges & BasicRequirements of BI Systems •Reporting Direct from SourceSystems •Technical Solution Alternatives •Data Warehouse Benefits •How to Build a Data Warehouse (20,000 foot view) •Additional Resources & Upcoming Events •Q & A TODAY’SAGENDA 4 Copyright 2014Senturus, Inc. All Rights Reserved
  5. 5. CRITICALSUCCESSFACTORSINBI •Architectures & Data Transformation •BI Tools •Methodologies & Techniques •People & Processes Chapters in the BI Demystified Series
  6. 6. CRITICALSUCCESSFACTORSINBI •Architectures & Data Transformation •Data Marts & Data Warehouses •BI Tools •Methodologies & Techniques •People & Processes Chapters in the BI Demystified Series
  7. 7. John Peterson CEO & Co-FounderSenturusTODAY’SPRESENTER 7
  8. 8. WHOWEARE SENTURUSINTRODUCTION
  9. 9. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  10. 10. Our Team: Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors, BI Managers & Enterprise BI/DW Architects SENTURUS: BUSINESSANALYTICSARCHITECTS 10Copyright 2014 Senturus, Inc. All Rights ReservedBusiness IntelligenceEnterprise Planning Predictive Analytics Creating Clarity from Chaos
  11. 11. 750+ CLIENTS, 1600+ PROJECTS, 14+ YEARS 11 Copyright 2014 Senturus, Inc. All Rights Reserved
  12. 12. •Former Head of BI/ Lead Architect –VISA •Former BI Architect –JambaJuice •Former Head of BI –Dole •Former Chief BI Architect –Cisco •Former BI Architect –Daimler AG •Former Lead of IT Architecture –Paramount Pictures •Former Head of BI –Experian •Former Head of BI –Robert Half International •Former Head of Training (IBM Cognos, Southern California) •Former Controller –The GAP •Two former CFO’s •Several former Vice Presidents of Marketing •Several former COO’s •Several Former CIO’s •Former Partner -PWC ($50million+ projects) •Average experience = over 20 years A Few of Our Team Members(former roles) Deep & Pragmatic Experience Copyright 2014 Senturus, Inc. All Rights Reserved. 12
  13. 13. WHATDOYOUUSEFORBI DATA“STORAGE” TODAY? QUICKPOLL
  14. 14. DOYOUINTENDTODEPLOYANENTERPRISEDATAWAREHOUSEATSOMEPOINT? QUICKPOLL
  15. 15. DOYOUREALLYNEEDADATAWAREHOUSE? QUICKANSWER
  16. 16. The short is answer is: Almost always, YES DOYOUREALLYNEEDADATAWAREHOUSE*? 16 Copyright 2014 Senturus, Inc. All Rights Reserved. * or Conforming Data Marts
  17. 17. The rest of this presentation will focus on why… WHY? 17 Copyright 2014 Senturus, Inc. All Rights Reserved.
  18. 18. DATA-DRIVENINSIGHTLEADSTOBOTTOMLINERESULTS WHYBUSINESSANALYTICS?
  19. 19. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  20. 20. BUSINESS INTELLIGENCE DRIVES COMPETITIVE ADVANTAGE Copyright 2014 Senturus, Inc. All Rights Reserved. 20 11.3% 14.0% 12.1% 0.5% 9.4% 9.3% Value Integrators All other enterprises EBITDA 5-year CAGR, 2004-2008 Revenue 5-year CAGR, 2004-2008 ROIC 5-year average, 2004-2008 > 20x 49% more 30% more more Source: IBM Institute for Business Value, The Global CFO Study 2010
  21. 21. GETTINGTHERIGHTINFORMATIONTOTHERIGHTDECISIONMAKERSATTHERIGHTTIME THECHALLENGE
  22. 22. SOURCEDATAISNOTACTIONABLEINFORMATION 22 Copyright 2014 Senturus, Inc. All Rights Reserved. Standard Reports (Push-Pull) Dashboards/ Scorecards Self-service Reporting & Ad-Hoc Analysis Alerts The Chasm ERP, CRM Data Planning Data Decisions & Actions Source Systems of Record Other Sources “What do you want?” “What do you have?”
  23. 23. THETYPICALSOLUTION 23 Copyright 2014 Senturus, Inc. All Rights Reserved. Standard Reports (Push-Pull) Dashboards/ Scorecards Self-service Reporting & Ad-Hoc Analysis AlertsERP Data CRM Data Planning Data Decisions & Actions Source Systems of Record Other Sources Or more specifically….
  24. 24. THETYPICALSOLUTION* (DETAILED) 24 Copyright 2014 Senturus, Inc. All Rights Reserved. Standard Reports (Push-Pull) Dashboards/ Scorecards Self-service Reporting & Ad-Hoc Analysis AlertsERP Data CRM Data Planning Data Decisions & Actions Source Systems of Record Other Sources * Often coupled with individual acts of Macro & VLOOKUP heroism, done infrequently and inconsistently Excel Powerpoint Access
  25. 25. Solutions Manually process in Excel Combine multiple sources Find, organize and align data Filter non-relevant data Calculate missing measures Publish and distribute reports Use BI Tools to produce reports (scheduled and on-demand) Use ETL to populate a mart/DW (write once, run daily) OR But, most reports require business logic be applied to data Problem WHYITPAYSTOBUILDAAUTOMATEDBI SYSTEM 25 Copyright 2014 Senturus, Inc. All Rights Reserved. Save money, make money “We just want a report” Need Repeat for everyreport, everymonth Build OnceBuild Once
  26. 26. THEREALCHALLENGEINANUTSHELL The Data has to be Transformedsomewhere between the source systems and the end-user The question is simply –WHERE ? 1.By the End-User(In Excel, etc) 2.By the Front-end BI Tool (with live queries) 3.By an Intermediate process & staging area (ETL, DW)
  27. 27. BUTFIRST, SOMEBUSINESSINTELLIGENCEMUST-HAVES& GIVENS BASICREQUIREMENTS
  28. 28. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  29. 29. •Deliver a stable & user-friendly data structure –Reports will not break if source system files change –Foundation for true “Self-service” reporting and analytics •Provide fast performance –Especially for ad hoc reporting and interactive dashboards •Handle multiplesources of data –Cross-functional facts (metrics) and dimensions •Deliver high quality, validateddata •Maintain historicaldata in a common format –Even if source systems change or grow –Also, maintain historical context of data (SCD’s) –Allows for trending and “as-of” analysis A FEWUNIVERSALBI SYSTEMREQUIREMENTS 29 Copyright 2014 Senturus, Inc. All Rights Reserved.
  30. 30. •Provide additional ways to “roll-up” data –Hierarchies, attributes, defined metrics •Provide field, table & measure names that make senseto business users •Enable pre-calculationsfor commonly used measures –E.gGross margin, ratios, special qualities (pounds, gallons, etc) •Provide user & role based security –Often different than authentication within OLTP environment A FEWUNIVERSALBI REQUIREMENTS(CONT.) 30 Copyright 2014 Senturus, Inc. All Rights Reserved.
  31. 31. WHYNOTSIMPLYPOINTTHEBI TOOLSATTHESOURCESYSTEMS? ARCHITECTURALOPTIONS
  32. 32. DIRECTCONNECTIONTOSOURCESYSTEM ERP Data Labor Data Standard Reports Web Portal Other Sources Ad hoc Querying Planning Data Slicing & Dicing Dashboard Authoring Report Authoring Dashboards/ Scorecards Source Systems of Record Threshold Alerting Self-service Reporting & Analysis Threshold-based Alerts Excel Planning “Data Set” Sales “Data Set” Finance “Data Set” HR “Data Set” Other “Data Set” …
  33. 33. •Transaction processing (OLTP) systems are optimized for Data Entry, not Reporting –Highly normalized, atomic level data –Few indexes –Cryptic naming (tables, columns) –Odd formats (e.g. Julian dates, non-decimal numbers –Priority often given to transaction processing •OLTP systems change over time –System upgrades, inducing structural changes –System migrations –Company acquisitions bring new sources •OLTP systems not designed for rich metadata and hierarchies –Limited fields and flex (UD) fields –Little to no control over uniqueness of rollups –Dimension maintenance is tedious at best OTHERCHALLENGESOFDIRECTCONNECTION 33 Copyright 2014 Senturus, Inc. All Rights Reserved. Performance Usability Stability Usability
  34. 34. •Reporting queries can adversely impact OLTP data entry –Queries are often intensive •OLTP systems lack historical data and context –Deleted records –Legacy data often lost –Only current values stored •OLTP systems not capable of storing data from other/all sources –Despite claims, source systems are not good repositories of other system data –Multiple sources often don’t have common keys, structures relationships, granularity, etc. •OLTP system security typically does not match BI needs –Additional users and roles –Extra licenses –Unnecessary (& risky) access and complexity CHALLENGESOFDIRECTCONNECTIONORREPLICATION(CONT.) 34 Copyright 2014 Senturus, Inc. All Rights Reserved. PerformanceUsabilityUsability Secure
  35. 35. OPERATIONALDATASOURCE: SAP EXAMPLE * Just a few of the over 70,000 tables in SAP R/3
  36. 36. A FEWOTHERPROBLEMSWITHREPORTINGDIRECTFROMSOURCE(OLTP) SYSTEMS MORECHALLENGES
  37. 37. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  38. 38. ERP, plus… CRM Master data of all types Plans, forecasts, budgets Security data POS or channel data Shop floor (or equiv) data 3rdparty data Big Data … THEREISALWAYSMORETHANONESOURCE 38 Copyright 2014 Senturus, Inc. All Rights Reserved.
  39. 39. ONEPROBLEMWITHTRYINGTOREPORTACROSSSUBJECTS 39 Copyright 2014 Senturus, Inc. All Rights Reserved. Cross joins (between query subjects [Reporting View, DEPT BUDGET, Reporting View, DEPT EXPENSE] are not permitted in the identity. Without conformed dimensions
  40. 40. Upgrades Migrations Re-implementations Acquisitions … SOURCESYSTEMSCHANGEOVERTIME 40 Copyright 2014 Senturus, Inc. All Rights Reserved. Yet, good BI relies on historical data trending and context
  41. 41. My Big Epiphany: Business Intelligence Success Hinges on Dimensional Data Source systems NEVERsupport all the rollups, attributes & hierarchies Rollups, attributes & hierarchies changeALL the time ROLLUPS& HIERARCHIESMUSTBEADDED
  42. 42. Date & Time Financial -Departments Financial -Chart of Accounts Product (often multiple) Brand Sales Territory Customer Employees/Management Supplier Asset Geography/Location Etc. A FEWHIERARCHYEXAMPLES
  43. 43. Company reorgs Multiple product hierarchies Finance version vs. Marketing version Sales territory realignment Management hierarchies vs. geographic territories Pre-and post-acquisition rollups Multiple division rollup disparities External supplier and third-party data hierarchies vs. internal Temporary groupings (promos, tiger teams, etc.) A FEWCLASSICEXAMPLESOFCHANGE
  44. 44. SOWHATDOWENEEDTODO… TECHNICALSOLUTION
  45. 45. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  46. 46. •Separate intensive queryand reporting tasks from servers & disks used by transaction processing (OLTP) systems •Create data models and technologies optimized for query and reporting that are NOT appropriate for transaction processing. –E.g. bit-mapped indexes, denormalizedtables… •Transform data and embed “knowledge,” roll-ups and business logic into the data structures so that non-IT users can perform “self-service BI” •Create a single locationwhere information from multiple source systemscan be accessed and combined for reporting purposes. SOWHATDOWENEEDTODO(TECHINICALLY) 46 Copyright 2014 Senturus, Inc. All Rights Reserved.
  47. 47. •Provide a validatedrepositoryof data that has been cleaned of inaccurate or spurious data quality issues. •Maintain a repository of historical data gathered from prior and legacy sources, as well as data that would otherwise be purged from the current transaction processing system(s). •Allow for secured accessto data for analytics without opening up access to systems where data might inadvertently be modified, or transaction processing performance hindered. •Provide a stable platform upon which end-users can build customized reports, dashboards and analytics –Regardless of source system gyrations over time SOWHATDOWENEEDTODO… (CONT.) 47 Copyright 2014 Senturus, Inc. All Rights Reserved.
  48. 48. Create a Data Warehouse INOTHERWORDS… 48 Copyright 2014 Senturus, Inc. All Rights Reserved.
  49. 49. THEREALSOLUTION 1.Properly staged data Extracted Transformed Enhanced & Combined Validated Delivered 2.Good tools to “consume” and use the information Report Monitor Analyze
  50. 50. Properly Staged DataBI Tools The Real Solution 50Copyright 2014 Senturus, Inc. All Rights Reserved. Source Systems of Record Single Version of the Truth Data Abstraction Model Information Security Report Authoring Dashboard Authoring Slicing & Dicing Ad Hoc Querying Threshold Alerting ERP Data Labor DataOtherSourcesPlanningData Standard ReportsDashboards/ ScorecardsSelf-ServiceReporting & Analysis Threshold- based Alerts Web Portal
  51. 51. WHATISADATAWAREHOUSE? DEFINITIONS
  52. 52. “ A data warehouse is a subject oriented, integrated, nonvolatile, time variant collection of data in support of management's decisions" Bill Inmon Building the Data Warehouse John Wiley & Sons, Inc., 1992 Classic Definition: Data Warehouse 52 Copyright 2014 Senturus, Inc. All Rights Reserved.
  53. 53. WHATISNOT ADATAWAREHOUSE? DEFINITIONS(PART2)
  54. 54. questions here Copyright 2014Senturus,Inc.AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  55. 55. DATAWAREHOUSE= COPYOFSOURCESYSTEM? ERP Data Labor Data Standard Reports Web Portal Other Sources Ad hoc Querying Planning Data Slicing & DicingDashboard AuthoringReport Authoring Dashboards/ Scorecards Source Systems of Record Threshold Alerting Self-service Reporting & Analysis Threshold-based Alerts ERP Data “Warehouse” Labor Data “Warehouse” Other Data “Warehouse” Planning Data “Warehouse” Excel Planning “Universe” Sales “Universe” Finance “Universe” HR “Universe” Other “Universes” … Replication
  56. 56. DATAWAREHOUSE= NON-INTEGRATEDDATAMARTSILOS? ERP Data Labor Data Standard Reports Web Portal Other Sources Ad hoc Querying Planning Data Slicing & DicingDashboard Authoring Report Authoring Dashboards/ Scorecards Source Systems of Record Threshold Alerting Self-service Reporting & Analysis Threshold-based Alerts Excel Spreadmart Planning Datamart Sales Datamart Finance Datamart HR Datamart Other Datamarts … ETL Processes
  57. 57. Integrated DataBI ToolsTRUEINTEGRATEDDATAWAREHOUSE 57 Copyright 2014 Senturus, Inc. All Rights Reserved. * Also known as a Star Schema Source Systems of Record Conforming Business Process Dimensional Models* Single Version of the Truth Data Abstraction Model Information Security Report Authoring Dashboard Authoring Slicing & Dicing Ad Hoc Querying Threshold AlertingERPDataLaborData Other Sources Planning Data Data Integration (ETL) Standard Reports Dashboards/ Scorecards Self-Service Reporting & Analysis Threshold- based Alerts Web Portal
  58. 58. WHYINTEGRATEDDATAMARTSORWAREHOUSE? Enhances Reporting Performance and Flexibility –Data Marts are organized as denormalizeddata structures for speed and ease of Reporting vs. Transactional system. –Offloads the transactional system of reporting requests –Drill-to-detail (regardless of data location) Enables Data Integration or Cross Business Analysis –Enables analysis across business processes and functional areas –Allows data from multiple sources to be integrated into one source of truth with common dimensionality (GL, Planning, Payroll, Sales) –Discussion of conformed dimensions –Example: Budget vs. Actuals Allows HistoricalData and TrendAnalysis –Captures historical perspective vs. snapshot in time. (ex.Sqft) –Allows shifts in sources systems seamlessly
  59. 59. WHYINTEGRATEDDATAMARTSORWAREHOUSE? (CONTINUED) 4.Allows for Automation of business rules & transformations to human-readable information –Insulates Business Users from cryptic structuresand changes in the source systems –Discussion of Transformation Layers 5.Allows for Additional org/hierarchy rollups & groupingsnot provided by source systems –ALWAYS needed, never 100% supported by sources –Should be table drivenManual EffortVlookups Fragile Macros
  60. 60. WHYINTEGRATEDDATAMARTSORWAREHOUSE? (CONTINUED) 6.Flexible Architectures enables reporting flexibility, i.e. the right tool for the right job –Robust Reports for operational needs (plus, automatic delivery) –Cubes for analytics, what if and scenarios –Ad Hoc Reporting –Dashboards & Scorecards for Management 7.Empowers Business User Self Service through any of the avenues from above –Provides the ability to drill into the “Why?”
  61. 61. SPECIFICEXAMPLESOFWHENA DATAWAREHOUSEADDSVALUE BENEFITS
  62. 62. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  63. 63. Aggregation Pre-calculation Fewer joins Simple joins Incremental loads Indexing and Optimization for DW Less logic at the reporting layer PERFORMANCEENHANCEMENTEXAMPLES 63 Copyright 2014 Senturus, Inc. All Rights Reserved.
  64. 64. Nomenclature transformation Both measures and dimensions Lookups -Measures (e.g. cost) Lookups –Dimensions (rich master data) Date conversions “Pre-computed” Date logic Granularity matching (e.g. plan vs. actual) Business logic application e.g. Definitionof Revenue USABILITY& VALIDITYENHANCEMENTEXAMPLES
  65. 65. ENABLEQUERIESACROSSSUBJECTAREAS Product ProductType ProductCategory ProductClass SuperBallpoint Pen Ballpoints Pens Education Metal Writer Pen Ballpoints Pens Business Felt Great Felt Tips Markers Education Product Supplier MaterialType Product Category Product Class Super Ballpoint Pen Acme Ballpoints Pens Plastic Metal WriterPen XYZ Ballpoints Pens Metal Felt Great Acme Felt Tips Markers Hybrid Marketing’s Product Dimension table: Manufacturing’s Product Dimension table: Product Product Type Product Category Marketing Product Class Manufacturing ProductClass Supplier Super BallpointPen Ballpoints Pens Education Plastic Acme Metal WriterPen Ballpoints Pens Business Metal XYZ Felt Great FeltTips Markers Education Hybrid Acme ConformedProduct Dimension table: Before After
  66. 66. CONFORMINGDIMENSIONS(EXAMPLE) Source: The Data Warehouse Toolkit © Ralph Kimball, Margy Ross John Wiley & Sons, Inc.
  67. 67. Maintaining accurate historical context (SCD’s) Snapshots and balances (e.g. inventory) TransactionlessFacts (e.g. promo periods) Trending EXAMPLESOFSPECIALCHALLENGES
  68. 68. ACCURATELY MAINTAIN HISTORICAL CONTEXT 2009 2010 Store #23: 8,000 sq ft Store #23: 20,000 sq ft Year Store ID Store Size Revenue Rev/ sq ft 2009 23 8,000 $500,000 $63 2010 23 20,000 $1,300,000 $65 Year Store ID Store Size Revenue Rev/ sq ft 2009 23 20,000 $500,000 $25 2010 23 20,000 $1,300,000 $65 Accurate Historical Context: Report that uses Store Size attribute from ERP table: Store gets remodeled Incorrect !
  69. 69. Rich, built-in date functionality (MTD,QTD…) Pre-calculatedtime intervals, and other derived metrics Data-driven security Reduced licensing costs And lots more…. A FEWMOREEXAMPLES
  70. 70. HOWTOBUILDADATAWAREHOUSE--A20,000 FOOTVIEW FINALTIP
  71. 71. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  72. 72. DATAWAREHOUSESWITHOUTTHENEGATIVES •Recommendation: Don’t set out to build a data warehouse [i.e. “Boil the ocean”] •Instead, build a series of business process dimensional models with conformed dimensions •The result will provide the benefits of a data warehouse without you ever having done a data warehouse project.
  73. 73. Business Process Dimensional ModelsDateTime StoreProduct, etc.QtyExt Cost Ext Amount Margin,. Dimensions (Attributes) Measures (Metrics) Store Key Store ID Store Name Store Loc Store Region Store Size Store Age … Product IDProduct NameProduct ClassProduct LineProduct WeightShipping Cost… Date Year Quarter Month Week Day Day name … Added (Rolled-Up) Averaged Calculated …
  74. 74. CONFORMEDDIMENSIONS= KEYTOINTEGRATION DateTime StoreProductQty,Revenue, Gross Margin Dimensions (Attributes) Measures (Metrics) Store ID Store Name Store District Store Region Store Mgr Store Age … Product IDProduct NameProduct ClassProduct LineProduct WeightShipping Cost… Date Year Quarter Month Week Day Day name … Added (Rolled-Up) AveragedCalculated… DateTime StoreProductPlanQty,Plan Rev, Plan Margin
  75. 75. Product Line Measures / Facts Amount, Quantity Units = 10 Amount = $17,525 Cost = $8,000District Store Product (SKU) Product Subclass Channel Calculations & Consolidations Margin, Roll-ups… Quarter YearMonth WeekDay Period 1 Versions Scenarios Actuals Forecast MTDQTD YTD WTD Season Period 2 Product Class Territory Sales RepOld Region New Region DIMENSIONALMODEL(SIMPLIFIED)
  76. 76. Source: The Data Warehouse Toolkit © Ralph Kimball, Margy Ross John Wiley & Sons, Inc. COMMON, CONFORMINGDIMENSIONS
  77. 77. CLOSINGARGUMENTS CONCLUSION
  78. 78. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  79. 79. We agree that some Additional Repository (other than the source system) is needed. We agree that some Transformationsshould be done once during ETL, not live in every query. We agree that Rich Dimensionality and Transformation adds tremendous value to data. We agree that it is critical to lay the Proper FoundationBEFOREyou start building tons of reports, etc. CLOSINGARGUMENTS 79 Copyright 2014 Senturus, Inc. All Rights Reserved
  80. 80. Therefore, we agree that: We need a RealIntegrated Data Warehouse We need to do it Right We can & should build it Incrementally And we need to do it Now CLOSINGARGUMENTS 80 Copyright 2014 Senturus, Inc. All Rights Reserved
  81. 81. FROMIBM ANDSENTURUS ADDITIONALRESOURCES
  82. 82. PRESENTATIONSLIDEDECKONWWW.SENTURUS.COM Copyright 2014 Senturus, Inc. All Rights Reserved 82
  83. 83. www.senturus.com/events •Sept 11Beginning Authoring Tips & Tricks in Cognos BI •Sept 17Houston Cognos Users Group •Sept 18Improving the Planning Cycle for Sophisticated Business Needs UPCOMINGEVENTS 83 Copyright 2014 Senturus, Inc. All Rights Reserved
  84. 84. Save $400 By registering before October 3rdand using Senturus’ preferred customer code G14SNTURUS, you’ll get an additional $100 off the early bird discount for a total of $400 savings. PLUS $200 Training Credit Receive $200 in Senturus training credit, good toward any of our 20 live instructor-led Cognos online training classes. PLUS $25 in Gambling Chips At Senturus, we’re betting on you! Registrants will enjoy a welcome gift of $25 in Mandalay Bay Hotel gambling chips upon arrival. Save $600 on IBM Insight (formerly IOD) 84 Copyright 2014 Senturus, Inc. All Rights Reserved. http://www.senturus.com/ibm-insight-iod-2014/
  85. 85. *Custom, tailored training also available* COGNOSTRAININGOPTIONS Copyright 2014 Senturus, Inc. All Rights Reserved 85
  86. 86. questions hereCopyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/do-you-really-need-a- data-warehouse/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com
  87. 87. Thank You!! www.senturus.com 888-601-6010 info@senturus.com Copyright2014bySenturus, Inc. Thisentirepresentationiscopyrightedandmaynotbereusedor distributedwithoutthewrittenconsentofSenturus,Inc.

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