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© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 1
PPPP II
Data Warehouse
Concepts
&
Architecture
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 2
PPPP II
Topics To Be Discussed:
• Why Do We Need A Data Warehouse ?
• The Goal Of A Data Warehouse ?
• What Exactly Is A Data Warehouse ?
• Comparison Of A Data Warehouse And
An Operational Data Store.
• Data Warehouse Trends.
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 3
PPPP II
Why Do We Need A Data Warehouse ?
We Can Only
See - What We
Can See !
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 4
PPPP II
Why Do We Need A Data Warehouse ?
BETTER !
FASTER ! FUNCTIONALLY COMPLETE !
CHEAPER !
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 5
PPPP II
Data
A/P
O/P
DSS
EIS
Data Driven Vs.
Order
Processing
Data
Function Driven
Data Warehouse Development Perspective
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 6
PPPP II
What Do We Need To Do ?
Use Operational Legacy Systems’ Data:
To Build Operational Data Store,
That Integrate Into Corporate Data Warehouse,
That Spin-off Data Marts.
Some May Tell You To Develop These In Reverse!
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 7
PPPP II
Our Goal for A Data Warehouse ?
• Collect Data-Scrub, Integrate & Make It Accessible
• Provide Information - For Our Businesses
• Start Managing Knowledge
• So Our Business Partners Will Gain Wisdom !
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 8
PPPP II
Data Warehouse Concepts
Data Warehouse Definition
• Subject Oriented
• Integrated
• Time Variant
• Non-volatile
A Data Warehouse Is A Structured Repository
of Historic Data.
It Is Developed in an Evolutionary Process
By Integrating Data From Non-integrated
Legacy Systems.
It Is Usually:
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 9
PPPP II
Data Warehouse Concepts
Subject Oriented
Data is Integrated and Loaded by Subject
D/W
Data
2001
2002
2003
2002
A/R
O/P
Cust
Prod
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 10
PPPP II
Data Warehouse Concepts
Time Variant
• Designated Time Frame
(3 - 10 Years)
• One Snapshot Per Cycle
• Key Includes Date
Data Warehouse
• View of The Business
Today
• Operational Time Frame
• Key Need Not Have Date
Operational System
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 11
PPPP II
Operational Systems
Order Processing Order ID = 10
D/W
Accounts Receivable Order ID = 12
Order ID = 16
Product Management Order ID = 8
HR System Sex = M/F
D/W
Payroll Sex = 1/2
Sex = M/F
Product Management Sex = 0/1
Data Warehouse Concepts
Integrated
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 12
PPPP II
Data Warehouse Concepts
Non-Volatile
• “CRUD” Actions
Operational System
Read
Insert
Update Replace
Create
Delete
• No Data Update
Data Warehouse
Load
Read
Read
Read
Read
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 13
PPPP II
Data Warehouse ConceptsData Warehouse Concepts
Data Warehouse Environment Architecture
Contains Integrated Data From Multiple Legacy Applications
A/P
O/P
Pay
Mktg
Best System of
Record Data
Integration
Criteria
Load
Read
Insert
Update
Delete
Replace
ODS
D/W Load
D/W
All Or Part
Of System of
Record Data
Read
Data Warehouse Load Criteria
Data
Mart
Data
Mart
Data
Mart
LoadsA/R
HR
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 14
PPPP II
Data Warehouse Concepts
Meta Data - Map of Integration
The Data That Provides the “Card Catalogue” Of
References For All Data Within The Data Warehouse
Data Source
Source Data Structure
Allowable
Domains
System of Record
D/W Structure
Definition
Aliases
Data Relationships
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 15
PPPP II
Data Warehouse Concepts
ODS Vs. Data Warehouse
Operational DataStore DataWarehouse
Characteristics: Data FocusedIntegration
FromTransactionProcessing
FocusedSystems
Subject Oriented
Integrated
Non-Volatile
Time Variant
Age Of The Data: Current, Near Term
(Today, Last Week’s)
Historic
(Last Month, Qtrly, Five
Years)
Primary Use: Day-To-Day Decisions
Tactical Reporting
Current Operational Results
Long-TermDecisions
Strategic Reporting
TrendDetection
Frequency Of Load: Twice Daily , Daily, Weekly Weekly, Monthly, Quarterly
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 16
PPPP II
• Define Project Scope
• Define Business Reqmts
• Define System of Record
Data
• Define Operational Data
Store Reqmts
• Map SOR to ODS
• Acquire / Develop
Extract Tools
• Extract Data & Load ODS
• Scope Definition
• Logical Data Model
• Physical Database Data
Model
• Operational Data Store
Model
• ODS Map
• Extract Tools and
Software
• Populated ODS
Building The Data Warehouse
Tasks Deliverables
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 17
PPPP II
Building The Data Warehouse
• Define D/W Data Reqmts
• Map ODS to D/W
• Document Missing Data
• Develop D/W DB Design
• Extract and Integrate D/W
Data
• Load Data Warehouse
• Maintain Data Warehouse
• Transition Data Model
• D/W Data Integration Map
• To Do Project List
• D/W Database Design
• Integrated D/W Data
Extracts
• Initial Data Load
• On-going Data Access
and Subsequent Loads
Tasks Deliverables
(Continued)
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 18
PPPP II
Relationship Among Data Warehouse Data Models
Business
Requirements
Logical
Model
Current
Database
Physical
Model
Data Whse
Requirements
Transition
Model
Operational
Data Store
Physical
Model
Business
Partner
Knowledge
& Wisdom
Current Structure
Data
Load
Tactical Business
Reqmts & Structures
Validation
of Current
Data
Business Requirements
Structured
Requirements
Data Warehouse Concepts
Data
Warehouse
Physical
Model
Strategic
Business
Requirements
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 19
PPPP II
Sources of Data Warehouse Data
Archives
(Historic Data)
Current Systems
of Record
(Recent History)
Operational
Transactions
(Future Data Source)
Data Warehouse Concepts
Enterprise
Data Warehouse
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 20
PPPP II
Appropriate Uses of Data Warehouse Data
• Produce Reports For Long Term Trend Analysis
• Produce Reports Aggregating Enterprise Data
• Produce Reports of Multiple Dimensions
(Earned revenue by month by product by branch)
Data Warehouse Concepts
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 21
PPPP II
Inappropriate Uses of Data Warehouse Data
Data Warehouse Concepts
• Replace Operational Systems
• Replace Operational Systems’ Reports
• Analyze Current Operational Results
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 22
PPPP II
Data Warehouse Concepts
Levels of Granularity of Data Warehouse Data
•Atomic (Transaction)
•Lightly Summarized
•Highly Summarized
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 23
PPPP II
Data Warehouse Concepts
Options for Viewing Data
•
Text•
•
1 s t
Q t r
2 n d
Q t r
3 r d
Q t r
4 t h
Q t r
0
1 0
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
1 s t
Q t r
2 n d
Q t r
3 r d
Q t r
4 t h
Q t r
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 24
PPPP II
Data Warehouse Concepts
Next Steps In Data Warehouse Evolution
• Use It - Analyze Data Warehouse Data
• Determine Additional Data Requirements
• Define Sources For Additional Data
• Add New Data (Subject Areas) to
Data Warehouse
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 25
PPPP II
Data Warehouse Concepts
Future Trends In Data Warehouse
• Increased Data Mining
Exploration
Prove Hypothesis
• Increase Competitive Advantage
(i.e., Identify Cross-selling Opportunities)
• Integration into Supply Chain & e-Business
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 26
PPPP II
• Subject Oriented
• Integrated
• Time Variant
• Non-volatile
Summary
Data Warehouse Concepts
A Data Warehouse Is A Structured Repository
of Historic Data.
It Is:
It Contains:
• Business Specified Data,
To Answer Business Questions
© Principle Partners, Inc.
Info@PrinciplePartners.Com
Page 27
PPPP II
Questions and Answers
Data Warehouse Concepts

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Data Warehouse Concepts and Architecture

  • 1. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 1 PPPP II Data Warehouse Concepts & Architecture
  • 2. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 2 PPPP II Topics To Be Discussed: • Why Do We Need A Data Warehouse ? • The Goal Of A Data Warehouse ? • What Exactly Is A Data Warehouse ? • Comparison Of A Data Warehouse And An Operational Data Store. • Data Warehouse Trends. Data Warehouse Concepts
  • 3. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 3 PPPP II Why Do We Need A Data Warehouse ? We Can Only See - What We Can See ! Data Warehouse Concepts
  • 4. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 4 PPPP II Why Do We Need A Data Warehouse ? BETTER ! FASTER ! FUNCTIONALLY COMPLETE ! CHEAPER ! Data Warehouse Concepts
  • 5. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 5 PPPP II Data A/P O/P DSS EIS Data Driven Vs. Order Processing Data Function Driven Data Warehouse Development Perspective Data Warehouse Concepts
  • 6. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 6 PPPP II What Do We Need To Do ? Use Operational Legacy Systems’ Data: To Build Operational Data Store, That Integrate Into Corporate Data Warehouse, That Spin-off Data Marts. Some May Tell You To Develop These In Reverse! Data Warehouse Concepts
  • 7. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 7 PPPP II Our Goal for A Data Warehouse ? • Collect Data-Scrub, Integrate & Make It Accessible • Provide Information - For Our Businesses • Start Managing Knowledge • So Our Business Partners Will Gain Wisdom ! Data Warehouse Concepts
  • 8. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 8 PPPP II Data Warehouse Concepts Data Warehouse Definition • Subject Oriented • Integrated • Time Variant • Non-volatile A Data Warehouse Is A Structured Repository of Historic Data. It Is Developed in an Evolutionary Process By Integrating Data From Non-integrated Legacy Systems. It Is Usually:
  • 9. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 9 PPPP II Data Warehouse Concepts Subject Oriented Data is Integrated and Loaded by Subject D/W Data 2001 2002 2003 2002 A/R O/P Cust Prod
  • 10. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 10 PPPP II Data Warehouse Concepts Time Variant • Designated Time Frame (3 - 10 Years) • One Snapshot Per Cycle • Key Includes Date Data Warehouse • View of The Business Today • Operational Time Frame • Key Need Not Have Date Operational System
  • 11. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 11 PPPP II Operational Systems Order Processing Order ID = 10 D/W Accounts Receivable Order ID = 12 Order ID = 16 Product Management Order ID = 8 HR System Sex = M/F D/W Payroll Sex = 1/2 Sex = M/F Product Management Sex = 0/1 Data Warehouse Concepts Integrated
  • 12. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 12 PPPP II Data Warehouse Concepts Non-Volatile • “CRUD” Actions Operational System Read Insert Update Replace Create Delete • No Data Update Data Warehouse Load Read Read Read Read
  • 13. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 13 PPPP II Data Warehouse ConceptsData Warehouse Concepts Data Warehouse Environment Architecture Contains Integrated Data From Multiple Legacy Applications A/P O/P Pay Mktg Best System of Record Data Integration Criteria Load Read Insert Update Delete Replace ODS D/W Load D/W All Or Part Of System of Record Data Read Data Warehouse Load Criteria Data Mart Data Mart Data Mart LoadsA/R HR
  • 14. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 14 PPPP II Data Warehouse Concepts Meta Data - Map of Integration The Data That Provides the “Card Catalogue” Of References For All Data Within The Data Warehouse Data Source Source Data Structure Allowable Domains System of Record D/W Structure Definition Aliases Data Relationships
  • 15. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 15 PPPP II Data Warehouse Concepts ODS Vs. Data Warehouse Operational DataStore DataWarehouse Characteristics: Data FocusedIntegration FromTransactionProcessing FocusedSystems Subject Oriented Integrated Non-Volatile Time Variant Age Of The Data: Current, Near Term (Today, Last Week’s) Historic (Last Month, Qtrly, Five Years) Primary Use: Day-To-Day Decisions Tactical Reporting Current Operational Results Long-TermDecisions Strategic Reporting TrendDetection Frequency Of Load: Twice Daily , Daily, Weekly Weekly, Monthly, Quarterly
  • 16. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 16 PPPP II • Define Project Scope • Define Business Reqmts • Define System of Record Data • Define Operational Data Store Reqmts • Map SOR to ODS • Acquire / Develop Extract Tools • Extract Data & Load ODS • Scope Definition • Logical Data Model • Physical Database Data Model • Operational Data Store Model • ODS Map • Extract Tools and Software • Populated ODS Building The Data Warehouse Tasks Deliverables Data Warehouse Concepts
  • 17. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 17 PPPP II Building The Data Warehouse • Define D/W Data Reqmts • Map ODS to D/W • Document Missing Data • Develop D/W DB Design • Extract and Integrate D/W Data • Load Data Warehouse • Maintain Data Warehouse • Transition Data Model • D/W Data Integration Map • To Do Project List • D/W Database Design • Integrated D/W Data Extracts • Initial Data Load • On-going Data Access and Subsequent Loads Tasks Deliverables (Continued) Data Warehouse Concepts
  • 18. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 18 PPPP II Relationship Among Data Warehouse Data Models Business Requirements Logical Model Current Database Physical Model Data Whse Requirements Transition Model Operational Data Store Physical Model Business Partner Knowledge & Wisdom Current Structure Data Load Tactical Business Reqmts & Structures Validation of Current Data Business Requirements Structured Requirements Data Warehouse Concepts Data Warehouse Physical Model Strategic Business Requirements
  • 19. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 19 PPPP II Sources of Data Warehouse Data Archives (Historic Data) Current Systems of Record (Recent History) Operational Transactions (Future Data Source) Data Warehouse Concepts Enterprise Data Warehouse
  • 20. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 20 PPPP II Appropriate Uses of Data Warehouse Data • Produce Reports For Long Term Trend Analysis • Produce Reports Aggregating Enterprise Data • Produce Reports of Multiple Dimensions (Earned revenue by month by product by branch) Data Warehouse Concepts
  • 21. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 21 PPPP II Inappropriate Uses of Data Warehouse Data Data Warehouse Concepts • Replace Operational Systems • Replace Operational Systems’ Reports • Analyze Current Operational Results
  • 22. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 22 PPPP II Data Warehouse Concepts Levels of Granularity of Data Warehouse Data •Atomic (Transaction) •Lightly Summarized •Highly Summarized
  • 23. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 23 PPPP II Data Warehouse Concepts Options for Viewing Data • Text• • 1 s t Q t r 2 n d Q t r 3 r d Q t r 4 t h Q t r 0 1 0 2 0 3 0 4 0 5 0 6 0 7 0 8 0 9 0 1 s t Q t r 2 n d Q t r 3 r d Q t r 4 t h Q t r
  • 24. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 24 PPPP II Data Warehouse Concepts Next Steps In Data Warehouse Evolution • Use It - Analyze Data Warehouse Data • Determine Additional Data Requirements • Define Sources For Additional Data • Add New Data (Subject Areas) to Data Warehouse
  • 25. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 25 PPPP II Data Warehouse Concepts Future Trends In Data Warehouse • Increased Data Mining Exploration Prove Hypothesis • Increase Competitive Advantage (i.e., Identify Cross-selling Opportunities) • Integration into Supply Chain & e-Business
  • 26. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 26 PPPP II • Subject Oriented • Integrated • Time Variant • Non-volatile Summary Data Warehouse Concepts A Data Warehouse Is A Structured Repository of Historic Data. It Is: It Contains: • Business Specified Data, To Answer Business Questions
  • 27. © Principle Partners, Inc. Info@PrinciplePartners.Com Page 27 PPPP II Questions and Answers Data Warehouse Concepts