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STOCK ANALYSIS SOLUTION
Database and Data warehouse project : Group 4
Team Members
1. นายอนันต์ธนะ ควชะกุล 5220426005
2. นายภมร แซ่จอง 5220426006
3. นายนรภัทร พัชรพรพรรณ 5220426011
4. นายพชรเดช เธียรพรานนท์ 5220426012
5. นายรัฐพล ชัชวาลย์ 5220426015
6. นายศรชัย แสงรุ่ง 5220426029
SET_DB
SET_DW
M O L A PL
T
E
Time
Aggregate
Measure
Dimension
Overview
Normalized
Relational
Database
STAR
Schema
Database
Database Diagram - Overview
SET_DB
is OLTP database for Stock analysis solution
which designed by using Normalized
Relational database methodology.
Key, Relationship and Constraints also applied
Database Diagram – Stock
SET_DB
This is an overview of all tables which create
for store stock price data and company’s basic
information.
Database Diagram - Finance
SET_DB
This is an overview of all tables which create
for store Financial Statements data and
company’s basic information.
Data Warehouse Diagram - Overview
SET_DW
is database which support OLAP for Stock
analysis solution. It’s designed by using STAR
schema. There are 4 dimensions and 3 fact
table, all data will populate by using ETL
process, except Date dimension.
Date dimension was pre-populated from
SSAS then modified to follow Kimball
concept.
DW Diagram – Stock Price History
Stock Price History
is group of fact table and dimension to
support various historical data of stock prices
Symbol dimension is using SCDType I to
maintain the data. It was create from de-
normalization technique to increase
understandability and reduce the complexity
of joining table.
Date dimension was pre-populated from
SSAS then modified to follow Kimball
concept.
DW Diagram – Dividend: SCD Type2
Benefit (Dividend)
is group of fact table and dimension that
support tracking of the benefit of stock and it
also support TrialTest of SCD type II , how to
manage, update etc.
Dividend dimension was define as a SCDType
II dimension. Each change in attribute will
create another record.
Date dimension was pre-populated from
SSAS then modified to follow Kimball
concept.
DW Diagram – Financial Ratio
Financial Ratio
is a group of fact table and dimension that
support value which use for calculate
Financial ratio on the fly by using calculate
filed which done byOLAPTools
Date dimension was pre-populated from
SSAS then modified to follow Kimball
concept.
ETL Process Overview
ETL – Dim_DividenedType
Dimension “Dim_DividenedType”
was designed using SCDType I
Any update on DividendType Description
filed system will update on this dimension
using replace method
ETL – Dim_Symbol
Dimension “Dim_Symbol”
was designed using SCDType I
Any update on filed listed below system will
update on this dimension using replace
method
• Company Name
• IndustrialCategory
• IndustrialGroup
• StockType Description
ETL – Dim_Dividened
Dimension “Dim_Dividened”
was designed using SCDType II
There are special column for
Effective Date and Expired Date
to keep track when record start use
and when its expired
ETL – fact_StockHistoryPrice
fact_StockHistoryPrice
in Database have 2 dimensions related, ETL
process need to look up surrogate key for
each record
ETL – fact_Benefit
fact_Benefit
in Database have 3 dimensions related, ETL
process need to look up surrogate key for
each record
ETL – fact_FinanceRatioSource
fact_FinanceRatioSource
in Database have 2 dimension related, ETL
process need to look up surrogate key for
each record.
Cube Design - SSAS
Measures
There are 3 groups of measures to answer analysis question, it also have calculation
measures.
Dimension
There are 4 dimensions which have both of Category and Hierarchy
Stock Analysis Dashboard - Demo
Excel 2010 - Benefit
Slicer in Excel 2010 help to create global
filters which able to connect to all pivot table
which created in same data source
Pivot Chart able to do drill down/ Roll up the
data in day/week/month/quarter selected
ExcelVBA to create Rich UI to let use interact
with chart/pivot source by select option to
display
Stock Analysis Solution – Group 4

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Stock analysis presentation slide

  • 1. STOCK ANALYSIS SOLUTION Database and Data warehouse project : Group 4
  • 2. Team Members 1. นายอนันต์ธนะ ควชะกุล 5220426005 2. นายภมร แซ่จอง 5220426006 3. นายนรภัทร พัชรพรพรรณ 5220426011 4. นายพชรเดช เธียรพรานนท์ 5220426012 5. นายรัฐพล ชัชวาลย์ 5220426015 6. นายศรชัย แสงรุ่ง 5220426029
  • 3. SET_DB SET_DW M O L A PL T E Time Aggregate Measure Dimension Overview Normalized Relational Database STAR Schema Database
  • 4. Database Diagram - Overview SET_DB is OLTP database for Stock analysis solution which designed by using Normalized Relational database methodology. Key, Relationship and Constraints also applied
  • 5. Database Diagram – Stock SET_DB This is an overview of all tables which create for store stock price data and company’s basic information.
  • 6. Database Diagram - Finance SET_DB This is an overview of all tables which create for store Financial Statements data and company’s basic information.
  • 7. Data Warehouse Diagram - Overview SET_DW is database which support OLAP for Stock analysis solution. It’s designed by using STAR schema. There are 4 dimensions and 3 fact table, all data will populate by using ETL process, except Date dimension. Date dimension was pre-populated from SSAS then modified to follow Kimball concept.
  • 8. DW Diagram – Stock Price History Stock Price History is group of fact table and dimension to support various historical data of stock prices Symbol dimension is using SCDType I to maintain the data. It was create from de- normalization technique to increase understandability and reduce the complexity of joining table. Date dimension was pre-populated from SSAS then modified to follow Kimball concept.
  • 9. DW Diagram – Dividend: SCD Type2 Benefit (Dividend) is group of fact table and dimension that support tracking of the benefit of stock and it also support TrialTest of SCD type II , how to manage, update etc. Dividend dimension was define as a SCDType II dimension. Each change in attribute will create another record. Date dimension was pre-populated from SSAS then modified to follow Kimball concept.
  • 10. DW Diagram – Financial Ratio Financial Ratio is a group of fact table and dimension that support value which use for calculate Financial ratio on the fly by using calculate filed which done byOLAPTools Date dimension was pre-populated from SSAS then modified to follow Kimball concept.
  • 12. ETL – Dim_DividenedType Dimension “Dim_DividenedType” was designed using SCDType I Any update on DividendType Description filed system will update on this dimension using replace method
  • 13. ETL – Dim_Symbol Dimension “Dim_Symbol” was designed using SCDType I Any update on filed listed below system will update on this dimension using replace method • Company Name • IndustrialCategory • IndustrialGroup • StockType Description
  • 14. ETL – Dim_Dividened Dimension “Dim_Dividened” was designed using SCDType II There are special column for Effective Date and Expired Date to keep track when record start use and when its expired
  • 15. ETL – fact_StockHistoryPrice fact_StockHistoryPrice in Database have 2 dimensions related, ETL process need to look up surrogate key for each record
  • 16. ETL – fact_Benefit fact_Benefit in Database have 3 dimensions related, ETL process need to look up surrogate key for each record
  • 17. ETL – fact_FinanceRatioSource fact_FinanceRatioSource in Database have 2 dimension related, ETL process need to look up surrogate key for each record.
  • 18. Cube Design - SSAS Measures There are 3 groups of measures to answer analysis question, it also have calculation measures. Dimension There are 4 dimensions which have both of Category and Hierarchy
  • 19. Stock Analysis Dashboard - Demo Excel 2010 - Benefit Slicer in Excel 2010 help to create global filters which able to connect to all pivot table which created in same data source Pivot Chart able to do drill down/ Roll up the data in day/week/month/quarter selected ExcelVBA to create Rich UI to let use interact with chart/pivot source by select option to display
  • 20. Stock Analysis Solution – Group 4