Sunday, November 2, 2014

Data Warehousing - Terminologies & Delivery Process

Data Warehousing - Terminologies

In this article, we will discuss some of the commonly used terms in Data Warehouse.


Data Warehouse

Data warehouse is subject Oriented, Integrated, Time-Variant and nonvolatile collection of data that support of management's decision making process. Let's explore this Definition of data warehouse.
·         Subject Oriented - The Data warehouse is subject oriented because it provide us the information around a subject rather the organization's ongoing operations. These subjects can be product, customers, suppliers, sales, revenue etc. The data warehouse does not focus on the ongoing operations rather it focuses on modelling and analysis of data for decision making.
·         Integrated - Data Warehouse is constructed by integration of data from heterogeneous sources such as relational databases, flat files etc. This integration enhance the effective analysis of data.
·         Time-Variant - The Data in Data Warehouse is identified with a particular time period. The data in data warehouse provide information from historical point of view.
·         Non Volatile - Non volatile means that the previous data is not removed when new data is added to it. The data warehouse is kept separate from the operational database therefore frequent changes in operational database is not reflected in data warehouse.
·         Metadata - Metadata is simply defined as data about data. The data that are used to represent other data is known as metadata. For example the index of a book serve as metadata for the contents in the book.In other words we can say that metadata is the summarized data that lead us to the detailed data.
In terms of data warehouse we can define metadata as following:
·         Metadata is a road map to data warehouse.
·         Metadata in data warehouse define the warehouse objects.
·         The metadata act as a directory.This directory helps the decision support system to locate the contents of data warehouse.

Metadata Respiratory

The Metadata Respiratory is an integral part of data warehouse system. The Metadata Respiratory contains the following metadata:
·         Business Metadata - This metadata has the data ownership information, business definition and changing policies.
·         Operational Metadata -This metadata includes currency of data and data lineage. Currency of data means whether data is active, archived or purged. Lineage of data means history of data migrated and transformation applied on it.
·         Data for mapping from operational environment to data warehouse -This metadata includes source databases and their contents, data extraction,data partition, cleaning, transformation rules, data refresh and purging rules.
·         The algorithms for summarization - This includes dimension algorithms, data on granularity, aggregation, summarizing etc.

Data cube

Data cube help us to represent the data in multiple dimensions. The data cube is defined by dimensions and facts. The dimensions are the entities with respect to which an enterprise keep the records.

Illustration of Data cube

Suppose a company wants to keep track of sales records with help of sales data warehouse with respect to time, item, branch and location. These dimensions allow to keep track of monthly sales and at which branch the items were sold.There is a table associated with each dimension. This table is known as dimension table. This dimension table further describes the dimensions. For example "item" dimension table may have attributes such as item_name, item_type and item_brand.
The following table represents 2-D view of Sales Data for a company with respect to time,item and location dimensions.

 But here in this 2-D table we have records with respect to time and item only. The sales for New Delhi are shown with respect to time and item dimensions according to type of item sold. If we want to view the sales data with one new dimension say the location dimension. The 3-D view of the sales data with respect to time, item, and location is shown in the table below:


The above 3-D table can be represented as 3-D data cube as shown in the following figure:

Data mart

Data mart contains the subset of organisation-wide data. This subset of data is valuable to specific group of an organisation. in other words we can say that data mart contains only that data which is specific to a particular group. For example the marketing data mart may contain only data related to item, customers and sales. The data mart are confined to subjects.

Points to remember about data marts:

·         window based or Unix/Linux based servers are used to implement data marts. They are implemented on low cost server.
·         The implementation cycle of data mart is measured in short period of time i.e. in weeks rather than months or years.
·         The life cycle of a data mart may be complex in long run if it's planning and design are not organisation-wide.
Data mart are small in size.
·         Data mart are customized by department.
·         The source of data mart is departmentally structured data warehouse.
·         Data mart are flexible.
Graphical Representation of data mart.

Virtual Warehouse

The view over a operational data warehouse is known as virtual warehouse. It is easy to built the virtual warehouse. Building the virtual warehouse requires excess capacity on operational database servers.

Data Warehousing - Delivery Process

Introduction

The data warehouse are never static. It evolves as the business increases. The today's need may be different from the future needs.We must design the data warehouse to change constantly. The real problem is that business itself is not aware of its requirement for information in the future.As business evolves it's need also changes therefore the data warehuose must be designed to ride with these changes. Hence the data warehouse systems need to be flexible.
There should be a delivery process to deliver the data warehouse.But there are many issues in data warehouse projects that it is very difficult to complete the task and deliverables in the strict, ordered fashion demanded by waterfall method because the requirements are hardly fully understood. Hence when the requirements are completed only then the architectures designs, and build components can be completed.

Delivery Method

The delivery method is a variant of the joint application development approach, adopted for delivery of data warehouse. We staged the data warehouse delivery process to minimize the risk. The approach that i will discuss does not reduce the overall delivery time-scales but ensures business benefits are delivered incrementally through the development process.
Note: The delivery process is broken into phases to reduce the project and delivery risk.
Following diagram Explain the Stages in delivery process:

IT Strategy

Data warehouse are strategic investments, that require business process to generate the project benefits. IT Strategy is required to procure and retain funding for the project.

Business Case

The objective of Business case is to know the projected business benefits that should be derived from using the data warehouse. These benefits may not be quantifiable but the projected benefits need to be clearly stated.. If the data warehouse does not have a clear business case then the business tend to suffer from the credibility problems at some stage during the delivery process.Therefore in data warehouse project we need to understand the business case for investment.

Education and Prototyping

The organization will experiment with the concept of data analysis and educate themselves on the value of data warehouse before determining that a data warehouse is prior solution. This is addressed by prototyping. This prototyping activity helps in understanding the feasibility and benefits of a data warehouse. The Prototyping activity on a small scale can further the educational process as long as:
·         The prototype address a defined technical objective.
·         The prototype can be thrown away after the feasibility concept has been shown.
·         The activity addresses a small subset of eventual data content if the data warehouse.
·         The activity timescale is non- critical.
Points to remember to produce an early release of a part of a data warehouse to deliver business benefits.
·         Identify the architecture that is capable of evolving.
·         Focus on the business requirements and technical blueprint phases.
·         Limit the scope of the first build phase to the minimum that delivers business benefits.

·         Understand the short term and medium term requirements of the data warehouse.

Business Requirements

To provide the quality deliverables we should make sure that overall requirements are understood. The business requirements and the technical blueprint stages are required because of the following reasons:
·         If we understand the business requirements for both short and medium term then we can design a solution that satisfies the short term need.
·         This would be capable of growing to the full solution.
Things to determine in this stage are following.
·         The business rule to be applied on data.
·         The logical model for information within the data warehouse.
·         The query profiles for the immediate requirement.
·         The source systems that provide this data.

Technical Blueprint

This phase need to deliver an overall architecture satisfying the long term requirements. This phase also deliver the components that must be implemented in a short term to derive any business benefit. The blueprint need to identify the followings.
·         The overall system architecture.
·         The data retention policy.
·         The backup and recovery strategy.
·         The server and data mart architecture.
·         The capacity plan for hardware and infrastructure.
·         The components of database design.


Building the version

·         In this stage the first production deliverable is produced.
·         This production deliverable smallest component of data warehouse.
·         This smallest component adds business benefit.

History Load

This is the phase where the remainder of the required history is loaded into the data warehouse. In this phase we do not add the new entities but additional physical tables would probably be created to store the increased data volumes.
Let's have an example, Suppose the build version phase has delivered a retail sales analysis data warehouse with 2 months worth of history. This information will allow the user to analyse only the recent trends and address the short term issues. The user can not identify the annual and seasonal trends. So the 2 years worth of sales history could be loaded from the archive to make user to analyse the sales trend yearly and seasonal. Now the 40GB data is extended to 400GB.
Note:The backup and recovery procedures may become complex therefore it is recommended that perform this activity within separate phase.

Ad hoc Query

·         In this phase we configure an ad hoc query tool.
·         This ad hoc query tool is used to operate the data warehouse.
·         These tools can generate the database query.
Note:It is recommended that not to use these access tolls when database is being substantially modified.

Automation

In this phase operational management processes are fully automated. These would include:
·         Transforming the data into a form suitable for analysis.
·         Monitoring query profiles and determining the appropriate aggregations to maintain system performance.
·         Extracting and loading the data from different source systems.
·         Generating aggregations from predefined definitions within the data warehouse.
·         Backing Up, restoring and archiving the data.

Extending Scope

In this phase the data warehouse is extended to address a new set of business requirements. The scope can be extended in two ways:
·         By loading additional data into the data warehouse.
·         By introducing new data marts using the existing information.
Note:This phase should be performed separately since this phase involves substantial efforts and complexity.

Requirements Evolution

From the perspective of delivery process the requirement are always changeable. They are not static.The delivery process must support this and allow these changes to be reflected within the system.
This issue is addressed by designing the data warehouse around the use of data within business processes, as opposed to the data requirements of existing queries.
The architecture is designed to change and grow to match the business needs,the process operates as a pseudo application development process, where the new requirements are continually fed into the development activities. The partial deliverables are produced.These partial deliverables are fed back to users and then reworked ensuring that overall system is continually updated to meet the business needs.

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