A manager's guide to data warehousing: [timely, practice, reliable]
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| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Indianapolis, Ind.
Wiley
2009
|
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | XXVI, 451 S. Ill. |
| ISBN: | 9780470176382 |
Staff View
MARC
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| 100 | 1 | |a Reeves, Laura |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a A manager's guide to data warehousing |b [timely, practice, reliable] |c Laura L. Reeves |
| 264 | 1 | |a Indianapolis, Ind. |b Wiley |c 2009 | |
| 300 | |a XXVI, 451 S. |b Ill. | ||
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| _version_ | 1805076601967214592 |
|---|---|
| adam_text |
Introduction
xxiii
Part One The Essentials of Data Warehousing
1
Chapter
1
Gaining Data Warehouse Success
3
The Essentials of Data Warehousing
3
What Is a Data Warehouse?
4
Differences Between Operational and DW Systems
4
The Data Warehousing Environment
4
What Is a Data Model?
6
Understanding Industry Perspectives
7
Design and Development Sequence
8
Why Build a Data Warehouse?
11
The Value of Data Warehousing
12
The Promises of Data Warehousing
15
Keys to Success
16
Developing and Maintaining Strong Business and
Technology Partnerships
17
Identifying True Business Requirements
17
Shifting to a Global Perspective
18
Overcoming Unrealistic Expectations
19
Providing Clear Communication
20
Treating Data As a Corporate Asset
21
Effectively Leveraging Technology
21
Roadblocks to Success
22
Believing the Myth: "If You Build It, They Will Come"
22
Falling into the Project Deadline Trap
23
xi
xii Contents
Failing to Uphold Organizational Discipline
23
Lacking Business Process Change
24
Narrowing the Focus Too Much
25
Resting on Your Laurels
27
Relying on the Technology Fix
27
Getting the Right People Involved
28
Finding Lost Institutional Knowledge
29
Summary
30
Chapter
2
The Executive's FAQ for Data Warehousing
31
Question: What is the business benefit of a data warehouse?
32
Answer
32
Question: How much will it cost?
33
Answer
33
Question: How long will it take?
34
Answer
35
Question: How can I ensure success?
36
Answer
36
Question: Do other companies really build these in
90
days?
37
Answer
37
Question: How will we know we are doing this right?
38
Answer
38
Question: Why didn't this work last time? What is different
this time?
39
Answer
39
Question: Do we have the right technology in place?
39
Answer
40
Question: Are we the only company with data warehouse
problems?
40
Answer
41
Question: Will I get one version of the truth?
41
Answer
42
Question: Why can't we just use our current systems?
43
Answer
44
Question: Will the data warehouse replace our old systems?
45
Question: Who needs to be involved?
45
Question: Do we know where we are going? How will we
know when we get there?
46
Answer
46
Question: How do we get started and stay focused?
47
Answer
47
Summary 4g
Contents
xiii
Part Two The Business Side of Data Warehousing
49
Chapter
3
Understanding Where You Are and Finding Your Way
51
Assessing Your Current State
51
What Is Your Company's Strategic Direction?
52
What Are the Company's Top Initiatives?
54
How Healthy Is Your Data?
55
Does the Business Place Value on Analysis?
56
Reflecting on Your Data Warehouse History
57
Understanding Your Existing Reporting Environment
58
Finding the Reporting Systems
59
Compiling an Inventory
60
Identifying the Business Purpose
61
Discovering the Data You Already Have
63
Understanding the People
65
Tracking Technology and Tools
65
Understanding Enterprise Resources
66
Netting It All Out
68
Introducing the Case Studies
70
The Call Center Data Warehouse Project
70
In Real Life
70
Giant Company
71
Agile, Inc.
72
Summary
72
Chapter
4
Successful IT-Business Partnerships
75
What a Partnership Really Means
75
What the Business Partners Should Expect to Do
76
Business Executives and Senior Management
78
The Executive Business Sponsor
78
Business Managers
81
The Business Champion
82
Business Analysts
83
Helping the Business Analyst Deal with Change
85
Business User Audience
86
Project Manager
86
What You Should Expect from IT
88
CIO/IT Executive Sponsor
89
Data Warehouse Manager
89
Business Systems Analyst
90
Source System Analyst
91
Data Modeler/Data Architect
92
xiv Contents
Chapter
5
Chapter
6
ETL Developers)
93
Business
Intelligence
Application Developer
94
Other Supporting Roles
95
Tips for Building and Sustaining a Partnership
95
Leveraging External Consulting
97
Building Strong Project Teams
98
Effective Communication
99
Netting Out Key Messages
99
Presenting in Business Terms
100
Meeting Preparation
101
Presentation Tips
102
When to Communicate
103
Partnerships Beyond a Project
104
The Decision-Making Process
104
Executive Steering Committee
104
DW Business Support Team
106
Enterprise Considerations
107
In Real Life
107
A Glimpse into Giant, Co.
107
Insight from Agile, Inc.
108
Summary
109
Setting Up a Successful Project
111
Defining the Project
111
Setting Up the Project Charter
112
Documenting Project Scope
117
Developing a Statement of Work
117
How Much Will It Cost?
120
Project Approval
122
Starting the Project
122
Launching the Project
123
Managing a Successful Project
124
Issue Tracking
124
Using Project Change Control
125
Discussing Change in Business Terms
126
Managing Expectations
128
In Real Life
129
Structured Projects with Giant
129
Freedom for Creativity at Agile, Inc.
130
Summary
131
Providing Business Requirements
133
What Requirements Are Needed?
134
Peeling Back the Layers of Requirements Gathering
134
Contents
xv
Who Provides Input?
137
Who Gathers the Requirements?
137
Providing Business Requirements
138
Strategic Requirements
138
Broad Business Requirements
140
Business Analyses
143
Business Data Requirements
145
Systems and Technical Requirements
147
Communicating What You Really Need
149
What Else Would Help the Project Team?
150
Data Integration Challenges
151
Assess Organizational Motivation
151
Complete Picture of the Data
152
What If No One Is Asking?
152
Practical Techniques for Gathering Requirements
153
Interview Session Characteristics
153
Individual Interviews
153
Group Interviews
153
Project Team Participation
154
Interview Tips
154
Who Needs to Be Included?
155
Setting a Good Example
156
Preparing for Interview Sessions
157
Conducting the Interview Sessions
157
Capturing Content: Notes vs. Tapes
157
Running the Interview
158
Concluding the Interview
158
Putting the Pieces Together
158
Individual Interview Documentation
159
Responsibilities
159
Business Themes
159
Business Data
160
Consolidated Requirements Documentation
161
Executive Summary
161
Consolidated Business Themes
162
Candidate Business Analyses
162
Consolidated Business Data Requirements
162
Identification of Non-Data Warehouse Requirements
163
Common Requirements Gathering Challenges
163
Sifting Through Reports
163
Listing Data Elements
164
Developing Functional Specifications
164
Moving Beyond Immediate
164
Lack of Requirements
165
The Cynic
165
xvi Contents
Setting Attainable Goals
166
Exploring Alternatives
167
Setting Priorities
168
In Real Life 170
A Glimpse into Giant Company
170
Insight from Agile, Inc.
170
Summary
171
Part Three Dealing with the Data
173
Chapter
7
Modeling the Data for your Business
175
The Purpose of Dimensional Models
176
Ease of Use
176
Query Performance
177
Understanding Your Data
177
What Is a Dimensional Model?
178
Dimensions
178
Facts
180
Using Both Parts of the Model
180
Implementing a Dimensional Model
181
Diagramming Your Dimensional Model
182
The Business Dimensional Model
182
Business Dimensions
183
Fact Groups
184
A Call Center Case Study
186
Call Center Dimensions
187
Date Dimension
187
Time Dimension
187
Customer Dimension
189
Employee Dimension
191
Call Dimension
191
Call Outcome Dimension
194
Employee Task Dimension
195
Call Center Fact Groups
196
Calls Fact Group
196
Call Center Time Tracking Fact Group
196
Call Forecast Fact Group
198
Working with the Model I99
Business Dimensional Model Index
200
Enterprise Considerations
200
Conformed Dimensions
200
Conformed Facts
202
Practical Guidelines
202
Guidelines for a Single Dimension
202
Contents xvii
Guidelines for a Single Fact Group
203
Characteristics of the Model across the Enterprise
204
Business Participation in the Modeling Process
205
Creating the First Draft
205
Preparing for Modeling Sessions
205
Brainstorming
the Framework
206
Drafting the Initial Dimensions
206
Drafting the Initial Fact Groups
207
Documenting the Model
208
Logging Questions and Issues
208
Building the Business Measures Worksheet
209
Preliminary Source to Target Data Map
211
Completing or Fleshing Out the Model
211
Working Through the Issues
211
Completing the Documentation
212
Working Through All the Data Elements
212
Refining the Model
213
Business Reviews of the Model
213
Small Business Reviews
214
When Are You Done?
214
Gaining Final Commitment
215
Expanding Business Data Over Time
215
Enhancing Dimensions
215
Adding More Fact Groups
215
Reflecting on Business Realities: Advanced Concepts
216
Supporting Multiple Perspectives: Multiple Hierarchies
216
Tracking Changes in the Dimension: Slowly Changing
Dimensions
216
Depicting the Existence of a Relationship: Factless Fact Tables
218
Linking Parts of a Transaction: Degenerate Dimensions
219
Pulling Together Components: Junk Dimensions
221
Multiple Instances of a Dimension: Role Playing
222
Other Notation
224
Dimension Connectors
224
Clusters of Future Attributes
225
Notation Summary
225
Taking the Model Forward
225
Translating the Business Dimensional Model
226
Dimension Table Design
226
Translating Fact Groups
227
Physical Database Design
228
In Real Life
228
A Glimpse into Giant Co.
229
Insight from Agile, Inc.
229
Summary
230
xviii Contents
Chapter
8
Managing Data As a Corporate Asset
231
What Is Information Management?
232
Information Management Example
—
Customer Data
235
IM
Beyond the Data Warehouse
239
Master Data Management
240
Master Data Feeds the Data Warehouse
242
Finding the Right Resources
242
Data Governance
243
Data Ownership
243
Who Really Owns the Data?
244
Your Responsibilities If You Are "the Owner"
246
What are IT's Responsibilities?
247
Challenges with Data Ownership
247
Data Quality
248
Profiling the Data
249
How Clean Does the Data Really Need to Be?
250
Measuring Quality
250
Quality of Historical Data
251
Cleansing at the Source
253
Cleaning Up for Reporting
254
Managing the Integrity of Data Integration
254
Quality Improves When It Matters
256
Example: Data Quality and Grocery Checkout
Scanners
257
Example: Data Quality and the Evaluation of Public
Education
257
Realizing the Value of Data Quality
258
Implementing a Data Dictionary
259
The Data Dictionary Application
259
Populating the Data Dictionary
261
Accessing the Data Dictionary
263
Maintaining the Data Dictionary
263
Getting Started with Information Management
264
Understanding Your Current Data Environment
264
What Data Do You Have?
265
What Already Exists?
266
Where Do You Want to Be?
267
Develop a Realistic Strategy
268
Sharing the Information Management Strategy
269
Setting Up a Sustainable Process
270
Enterprise Commitment
270
The Data Governance Committee
270
Revising the Strategy
271
Contents xix
In Real Life 271
A Glimpse into Giant, Co.
272
Insight from Agile, Inc.
272
Summary
274
Part Four Building the Project
275
Chapter
9
Architecture, Infrastructure, and Tools
277
What Is Architecture?
278
Why Do We Need Architecture?
278
Making Architecture Work
281
Data Architecture
282
Revisiting DW Goals
283
Components of DW Data Architecture
285
A Closer Look at Common Data Warehouse Architectures
286
Bottom-Up Data Architecture
286
Top-Down Data Architecture
290
Publish the Data: Data Marts
294
Adopting an Architecture
295
Technical Architecture
297
Technical Architecture Basics
298
Components of Technical Architecture
299
Infrastructure
300
Technical Architecture in Action
300
What You Need to Know about Technical Architecture
301
Navigating the Technology Jungle
302
Weighing Technology Options
303
Best of Breed
303
End-to-End Solutions
303
Deciding Not to Buy a Tool
304
Finding the Right Products
304
Requests for Information or Proposals
305
Business Participation in the Selection Process
305
Understanding Product Genealogy
306
Understanding Value and Evaluating Your Options
306
Cutting through the Marketing Hype
308
The Value of References
309
Making Architecture Work for You
310
Just-In-Time Architecture
311
In Real Life
311
Architecture at Giant
311
Agile Ignores the Need for Architecture
312
Summary
313
xx Contents
Chapter
10
Implementation: Building the Database
315
Extract, Transform, and Load (ETL) Fundamentals
315
What Work Is Being Done?
315
ETL System Functionality
317
Extraction
318
Transformation
318
Load
322
The Business Role in ETL
323
Why Does the Business Need to Help?
323
Defining Business Rules
324
Defining Expected Results—The Test Plan
325
Development Support
326
Testing the ETL System—Is the data Right?
326
Why Does It Take So Long and Cost So Much?
327
Balancing Requirements and Data Reality
329
Discovering the Flaws in Your Current Systems
330
Applying New Business Rules
331
Working Toward
Long-Term
Solutions
332
Manually Including Business Data
333
Tracking Progress
—
Are We There Yet?
333
What Else Can You Do to Help?
334
Encouragement and Support
334
Ensuring Continued Business Participation
335
Proactive Communication
336
In Real Life
337
Building the Data Warehouse at Giant, Co.
337
Agile, Inc., Builds a Data Warehouse Quickly
338
Summary
339
Chapter
11
Data Delivery: What you Finally See
341
What Is Business Intelligence?
341
Business Intelligence without a DW
342
BI in Action
343
Tabular Reports
343
Parameter-Driven Reports
343
Interactive Reports—Drilling Down and Across
344
Exception Reports
344
Other BI Capabilities
345
Complex Analysis
345
BI Building Blocks
346
Data Content—Understanding What You Have
346
Navigation—Finding What You Need
347
Contents xxi
Presentation
—
How Do You Want to See Results?
347
Delivery
—
How Do You Receive the Results?
351
Supporting Different Levels of Use
352
Construction of the BI Solution
354
Planning for Business Change
354
Design—What Needs to Be Delivered?
355
Development
357
Testing BI Applications and Validating Data
358
Additional Responsibilities
359
Security—Who Can Look at the Data?
359
System Controls
—
Who Can Change What?
360
Planning a Successful Launch
361
Marketing the Solution
361
Learning to Use the Data without a Technical Degree
362
Learning about the Data
362
Learning about the BI Tool/Application
362
Ensuring That the Right Help Is Available
363
In Real Life
364
BI at Giant Company
364
Agile, Inc. Dives into BI
365
Summary
366
Part Five Next Steps—Expanding On Success
367
Chapter
12
Managing the Production Data Warehouse
369
Finishing the Project
369
Recapping the BI Application Launch
369
Post-Implementation Review
370
Looking Back
—
Did you Accomplish Your Objectives?
371
Adopting the Solution
371
Tracking Data Warehouse Use
372
Getting the Rest of the Business Community on Board
372
Business Process Change
374
Changing How Data Is Used
374
Streamlining Business Processes
374
Encouraging Change
375
The Production Data Warehouse
375
Staffing Production Activities
376
Maintaining the Environment
376
Keeping Up with Technology
376
Monitoring Performance and Capacity Planning
378
Maintaining the Data Warehouse
380
Maintaining the ETL System
380
Maintaining the BI Application
381
xxii Contents
Tracking Questions and Problems
382
Fixing Bugs
384
When the Data Warehouse Falls Short
384
Common Causes for a Stalled Warehouse
385
Jump-Starting a Stalled Data Warehouse
388
Conducting an Assessment
388
Determining What Can Be Salvaged
389
Developing a Plan to Move On
390
Aligning DW Objectives with Business Goals
391
Getting It Right This Time
392
Launching the Improved Data Warehouse and BI Solution
393
hi Real Life
394
Lack of Support for the Production DW at Giant Co.
394
Unleashing BI at Agile, Inc.
395
Summary
396
Chapter
13
Achieving
Long-Term
Success
397
Planning for Expansion and Growth
397
Exploring Expansion Opportunities
398
Prioritization of Feedback
399
Managing Enterprise DW Resources
400
Creating an Enterprise Data Warehouse Team
400
The Centralized Enterprise Data Warehouse Team
401
The Virtual Enterprise Data Warehouse Team
401
Enterprise DW Team Responsibilities
403
Funding the Enterprise DW Team
404
Pushing into the Future
405
Embedded Business Intelligence
405
Operational Business Intelligence
406
Real-Time Data Warehousing
407
Unstructured Data
408
Monitoring Industry Innovation
409
Moving Toward Business Value
410
Measuring Success One Step at a Time
410
Adjusting Expectations to Reality
412
Keeping the Momentum Going
413
Celebrating Progress
416
Success Can Be Attained
417
Conclusion
419
Glossary
421
Index
429 |
| adam_txt |
Introduction
xxiii
Part One The Essentials of Data Warehousing
1
Chapter
1
Gaining Data Warehouse Success
3
The Essentials of Data Warehousing
3
What Is a Data Warehouse?
4
Differences Between Operational and DW Systems
4
The Data Warehousing Environment
4
What Is a Data Model?
6
Understanding Industry Perspectives
7
Design and Development Sequence
8
Why Build a Data Warehouse?
11
The Value of Data Warehousing
12
The Promises of Data Warehousing
15
Keys to Success
16
Developing and Maintaining Strong Business and
Technology Partnerships
17
Identifying True Business Requirements
17
Shifting to a Global Perspective
18
Overcoming Unrealistic Expectations
19
Providing Clear Communication
20
Treating Data As a Corporate Asset
21
Effectively Leveraging Technology
21
Roadblocks to Success
22
Believing the Myth: "If You Build It, They Will Come"
22
Falling into the Project Deadline Trap
23
xi
xii Contents
Failing to Uphold Organizational Discipline
23
Lacking Business Process Change
24
Narrowing the Focus Too Much
25
Resting on Your Laurels
27
Relying on the Technology Fix
27
Getting the Right People Involved
28
Finding Lost Institutional Knowledge
29
Summary
30
Chapter
2
The Executive's FAQ for Data Warehousing
31
Question: What is the business benefit of a data warehouse?
32
Answer
32
Question: How much will it cost?
33
Answer
33
Question: How long will it take?
34
Answer
35
Question: How can I ensure success?
36
Answer
36
Question: Do other companies really build these in
90
days?
37
Answer
37
Question: How will we know we are doing this right?
38
Answer
38
Question: Why didn't this work last time? What is different
this time?
39
Answer
39
Question: Do we have the right technology in place?
39
Answer
40
Question: Are we the only company with data warehouse
problems?
40
Answer
41
Question: Will I get one version of the truth?
41
Answer
42
Question: Why can't we just use our current systems?
43
Answer
44
Question: Will the data warehouse replace our old systems?
45
Question: Who needs to be involved?
45
Question: Do we know where we are going? How will we
know when we get there?
46
Answer
46
Question: How do we get started and stay focused?
47
Answer
47
Summary 4g
Contents
xiii
Part Two The Business Side of Data Warehousing
49
Chapter
3
Understanding Where You Are and Finding Your Way
51
Assessing Your Current State
51
What Is Your Company's Strategic Direction?
52
What Are the Company's Top Initiatives?
54
How Healthy Is Your Data?
55
Does the Business Place Value on Analysis?
56
Reflecting on Your Data Warehouse History
57
Understanding Your Existing Reporting Environment
58
Finding the Reporting Systems
59
Compiling an Inventory
60
Identifying the Business Purpose
61
Discovering the Data You Already Have
63
Understanding the People
65
Tracking Technology and Tools
65
Understanding Enterprise Resources
66
Netting It All Out
68
Introducing the Case Studies
70
The Call Center Data Warehouse Project
70
In Real Life
70
Giant Company
71
Agile, Inc.
72
Summary
72
Chapter
4
Successful IT-Business Partnerships
75
What a Partnership Really Means
75
What the Business Partners Should Expect to Do
76
Business Executives and Senior Management
78
The Executive Business Sponsor
78
Business Managers
81
The Business Champion
82
Business Analysts
83
Helping the Business Analyst Deal with Change
85
Business User Audience
86
Project Manager
86
What You Should Expect from IT
88
CIO/IT Executive Sponsor
89
Data Warehouse Manager
89
Business Systems Analyst
90
Source System Analyst
91
Data Modeler/Data Architect
92
xiv Contents
Chapter
5
Chapter
6
ETL Developers)
93
Business
Intelligence
Application Developer
94
Other Supporting Roles
95
Tips for Building and Sustaining a Partnership
95
Leveraging External Consulting
97
Building Strong Project Teams
98
Effective Communication
99
Netting Out Key Messages
99
Presenting in Business Terms
100
Meeting Preparation
101
Presentation Tips
102
When to Communicate
103
Partnerships Beyond a Project
104
The Decision-Making Process
104
Executive Steering Committee
104
DW Business Support Team
106
Enterprise Considerations
107
In Real Life
107
A Glimpse into Giant, Co.
107
Insight from Agile, Inc.
108
Summary
109
Setting Up a Successful Project
111
Defining the Project
111
Setting Up the Project Charter
112
Documenting Project Scope
117
Developing a Statement of Work
117
How Much Will It Cost?
120
Project Approval
122
Starting the Project
122
Launching the Project
123
Managing a Successful Project
124
Issue Tracking
124
Using Project Change Control
125
Discussing Change in Business Terms
126
Managing Expectations
128
In Real Life
129
Structured Projects with Giant
129
Freedom for Creativity at Agile, Inc.
130
Summary
131
Providing Business Requirements
133
What Requirements Are Needed?
134
Peeling Back the Layers of Requirements Gathering
134
Contents
xv
Who Provides Input?
137
Who Gathers the Requirements?
137
Providing Business Requirements
138
Strategic Requirements
138
Broad Business Requirements
140
Business Analyses
143
Business Data Requirements
145
Systems and Technical Requirements
147
Communicating What You Really Need
149
What Else Would Help the Project Team?
150
Data Integration Challenges
151
Assess Organizational Motivation
151
Complete Picture of the Data
152
What If No One Is Asking?
152
Practical Techniques for Gathering Requirements
153
Interview Session Characteristics
153
Individual Interviews
153
Group Interviews
153
Project Team Participation
154
Interview Tips
154
Who Needs to Be Included?
155
Setting a Good Example
156
Preparing for Interview Sessions
157
Conducting the Interview Sessions
157
Capturing Content: Notes vs. Tapes
157
Running the Interview
158
Concluding the Interview
158
Putting the Pieces Together
158
Individual Interview Documentation
159
Responsibilities
159
Business Themes
159
Business Data
160
Consolidated Requirements Documentation
161
Executive Summary
161
Consolidated Business Themes
162
Candidate Business Analyses
162
Consolidated Business Data Requirements
162
Identification of Non-Data Warehouse Requirements
163
Common Requirements Gathering Challenges
163
Sifting Through Reports
163
Listing Data Elements
164
Developing Functional Specifications
164
Moving Beyond Immediate
164
Lack of Requirements
165
The Cynic
165
xvi Contents
Setting Attainable Goals
166
Exploring Alternatives
167
Setting Priorities
168
In Real Life 170
A Glimpse into Giant Company
170
Insight from Agile, Inc.
170
Summary
171
Part Three Dealing with the Data
173
Chapter
7
Modeling the Data for your Business
175
The Purpose of Dimensional Models
176
Ease of Use
176
Query Performance
177
Understanding Your Data
177
What Is a Dimensional Model?
178
Dimensions
178
Facts
180
Using Both Parts of the Model
180
Implementing a Dimensional Model
181
Diagramming Your Dimensional Model
182
The Business Dimensional Model
182
Business Dimensions
183
Fact Groups
184
A Call Center Case Study
186
Call Center Dimensions
187
Date Dimension
187
Time Dimension
187
Customer Dimension
189
Employee Dimension
191
Call Dimension
191
Call Outcome Dimension
194
Employee Task Dimension
195
Call Center Fact Groups
196
Calls Fact Group
196
Call Center Time Tracking Fact Group
196
Call Forecast Fact Group
198
Working with the Model I99
Business Dimensional Model Index
200
Enterprise Considerations
200
Conformed Dimensions
200
Conformed Facts
202
Practical Guidelines
202
Guidelines for a Single Dimension
202
Contents xvii
Guidelines for a Single Fact Group
203
Characteristics of the Model across the Enterprise
204
Business Participation in the Modeling Process
205
Creating the First Draft
205
Preparing for Modeling Sessions
205
Brainstorming
the Framework
206
Drafting the Initial Dimensions
206
Drafting the Initial Fact Groups
207
Documenting the Model
208
Logging Questions and Issues
208
Building the Business Measures Worksheet
209
Preliminary Source to Target Data Map
211
Completing or Fleshing Out the Model
211
Working Through the Issues
211
Completing the Documentation
212
Working Through All the Data Elements
212
Refining the Model
213
Business Reviews of the Model
213
Small Business Reviews
214
When Are You Done?
214
Gaining Final Commitment
215
Expanding Business Data Over Time
215
Enhancing Dimensions
215
Adding More Fact Groups
215
Reflecting on Business Realities: Advanced Concepts
216
Supporting Multiple Perspectives: Multiple Hierarchies
216
Tracking Changes in the Dimension: Slowly Changing
Dimensions
216
Depicting the Existence of a Relationship: Factless Fact Tables
218
Linking Parts of a Transaction: Degenerate Dimensions
219
Pulling Together Components: Junk Dimensions
221
Multiple Instances of a Dimension: Role Playing
222
Other Notation
224
Dimension Connectors
224
Clusters of Future Attributes
225
Notation Summary
225
Taking the Model Forward
225
Translating the Business Dimensional Model
226
Dimension Table Design
226
Translating Fact Groups
227
Physical Database Design
228
In Real Life
228
A Glimpse into Giant Co.
229
Insight from Agile, Inc.
229
Summary
230
xviii Contents
Chapter
8
Managing Data As a Corporate Asset
231
What Is Information Management?
232
Information Management Example
—
Customer Data
235
IM
Beyond the Data Warehouse
239
Master Data Management
240
Master Data Feeds the Data Warehouse
242
Finding the Right Resources
242
Data Governance
243
Data Ownership
243
Who Really Owns the Data?
244
Your Responsibilities If You Are "the Owner"
246
What are IT's Responsibilities?
247
Challenges with Data Ownership
247
Data Quality
248
Profiling the Data
249
How Clean Does the Data Really Need to Be?
250
Measuring Quality
250
Quality of Historical Data
251
Cleansing at the Source
253
Cleaning Up for Reporting
254
Managing the Integrity of Data Integration
254
Quality Improves When It Matters
256
Example: Data Quality and Grocery Checkout
Scanners
257
Example: Data Quality and the Evaluation of Public
Education
257
Realizing the Value of Data Quality
258
Implementing a Data Dictionary
259
The Data Dictionary Application
259
Populating the Data Dictionary
261
Accessing the Data Dictionary
263
Maintaining the Data Dictionary
263
Getting Started with Information Management
264
Understanding Your Current Data Environment
264
What Data Do You Have?
265
What Already Exists?
266
Where Do You Want to Be?
267
Develop a Realistic Strategy
268
Sharing the Information Management Strategy
269
Setting Up a Sustainable Process
270
Enterprise Commitment
270
The Data Governance Committee
270
Revising the Strategy
271
Contents xix
In Real Life 271
A Glimpse into Giant, Co.
272
Insight from Agile, Inc.
272
Summary
274
Part Four Building the Project
275
Chapter
9
Architecture, Infrastructure, and Tools
277
What Is Architecture?
278
Why Do We Need Architecture?
278
Making Architecture Work
281
Data Architecture
282
Revisiting DW Goals
283
Components of DW Data Architecture
285
A Closer Look at Common Data Warehouse Architectures
286
Bottom-Up Data Architecture
286
Top-Down Data Architecture
290
Publish the Data: Data Marts
294
Adopting an Architecture
295
Technical Architecture
297
Technical Architecture Basics
298
Components of Technical Architecture
299
Infrastructure
300
Technical Architecture in Action
300
What You Need to Know about Technical Architecture
301
Navigating the Technology Jungle
302
Weighing Technology Options
303
Best of Breed
303
End-to-End Solutions
303
Deciding Not to Buy a Tool
304
Finding the Right Products
304
Requests for Information or Proposals
305
Business Participation in the Selection Process
305
Understanding Product Genealogy
306
Understanding Value and Evaluating Your Options
306
Cutting through the Marketing Hype
308
The Value of References
309
Making Architecture Work for You
310
Just-In-Time Architecture
311
In Real Life
311
Architecture at Giant
311
Agile Ignores the Need for Architecture
312
Summary
313
xx Contents
Chapter
10
Implementation: Building the Database
315
Extract, Transform, and Load (ETL) Fundamentals
315
What Work Is Being Done?
315
ETL System Functionality
317
Extraction
318
Transformation
318
Load
322
The Business Role in ETL
323
Why Does the Business Need to Help?
323
Defining Business Rules
324
Defining Expected Results—The Test Plan
325
Development Support
326
Testing the ETL System—Is the data Right?
326
Why Does It Take So Long and Cost So Much?
327
Balancing Requirements and Data Reality
329
Discovering the Flaws in Your Current Systems
330
Applying New Business Rules
331
Working Toward
Long-Term
Solutions
332
Manually Including Business Data
333
Tracking Progress
—
Are We There Yet?
333
What Else Can You Do to Help?
334
Encouragement and Support
334
Ensuring Continued Business Participation
335
Proactive Communication
336
In Real Life
337
Building the Data Warehouse at Giant, Co.
337
Agile, Inc., Builds a Data Warehouse Quickly
338
Summary
339
Chapter
11
Data Delivery: What you Finally See
341
What Is Business Intelligence?
341
Business Intelligence without a DW
342
BI in Action
343
Tabular Reports
343
Parameter-Driven Reports
343
Interactive Reports—Drilling Down and Across
344
Exception Reports
344
Other BI Capabilities
345
Complex Analysis
345
BI Building Blocks
346
Data Content—Understanding What You Have
346
Navigation—Finding What You Need
347
Contents xxi
Presentation
—
How Do You Want to See Results?
347
Delivery
—
How Do You Receive the Results?
351
Supporting Different Levels of Use
352
Construction of the BI Solution
354
Planning for Business Change
354
Design—What Needs to Be Delivered?
355
Development
357
Testing BI Applications and Validating Data
358
Additional Responsibilities
359
Security—Who Can Look at the Data?
359
System Controls
—
Who Can Change What?
360
Planning a Successful Launch
361
Marketing the Solution
361
Learning to Use the Data without a Technical Degree
362
Learning about the Data
362
Learning about the BI Tool/Application
362
Ensuring That the Right Help Is Available
363
In Real Life
364
BI at Giant Company
364
Agile, Inc. Dives into BI
365
Summary
366
Part Five Next Steps—Expanding On Success
367
Chapter
12
Managing the Production Data Warehouse
369
Finishing the Project
369
Recapping the BI Application Launch
369
Post-Implementation Review
370
Looking Back
—
Did you Accomplish Your Objectives?
371
Adopting the Solution
371
Tracking Data Warehouse Use
372
Getting the Rest of the Business Community on Board
372
Business Process Change
374
Changing How Data Is Used
374
Streamlining Business Processes
374
Encouraging Change
375
The Production Data Warehouse
375
Staffing Production Activities
376
Maintaining the Environment
376
Keeping Up with Technology
376
Monitoring Performance and Capacity Planning
378
Maintaining the Data Warehouse
380
Maintaining the ETL System
380
Maintaining the BI Application
381
xxii Contents
Tracking Questions and Problems
382
Fixing Bugs
384
When the Data Warehouse Falls Short
384
Common Causes for a Stalled Warehouse
385
Jump-Starting a Stalled Data Warehouse
388
Conducting an Assessment
388
Determining What Can Be Salvaged
389
Developing a Plan to Move On
390
Aligning DW Objectives with Business Goals
391
Getting It Right This Time
392
Launching the Improved Data Warehouse and BI Solution
393
hi Real Life
394
Lack of Support for the Production DW at Giant Co.
394
Unleashing BI at Agile, Inc.
395
Summary
396
Chapter
13
Achieving
Long-Term
Success
397
Planning for Expansion and Growth
397
Exploring Expansion Opportunities
398
Prioritization of Feedback
399
Managing Enterprise DW Resources
400
Creating an Enterprise Data Warehouse Team
400
The Centralized Enterprise Data Warehouse Team
401
The Virtual Enterprise Data Warehouse Team
401
Enterprise DW Team Responsibilities
403
Funding the Enterprise DW Team
404
Pushing into the Future
405
Embedded Business Intelligence
405
Operational Business Intelligence
406
Real-Time Data Warehousing
407
Unstructured Data
408
Monitoring Industry Innovation
409
Moving Toward Business Value
410
Measuring Success One Step at a Time
410
Adjusting Expectations to Reality
412
Keeping the Momentum Going
413
Celebrating Progress
416
Success Can Be Attained
417
Conclusion
419
Glossary
421
Index
429 |
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| spelling | Reeves, Laura Verfasser aut A manager's guide to data warehousing [timely, practice, reliable] Laura L. Reeves Indianapolis, Ind. Wiley 2009 XXVI, 451 S. Ill. txt rdacontent n rdamedia nc rdacarrier Data warehousing Management Management (DE-588)4037278-9 gnd rswk-swf Data-Warehouse-Konzept (DE-588)4406462-7 gnd rswk-swf Data-Warehouse-Konzept (DE-588)4406462-7 s Management (DE-588)4037278-9 s DE-604 Digitalisierung UB Bayreuth application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=016733861&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Reeves, Laura A manager's guide to data warehousing [timely, practice, reliable] Data warehousing Management Management (DE-588)4037278-9 gnd Data-Warehouse-Konzept (DE-588)4406462-7 gnd |
| subject_GND | (DE-588)4037278-9 (DE-588)4406462-7 |
| title | A manager's guide to data warehousing [timely, practice, reliable] |
| title_auth | A manager's guide to data warehousing [timely, practice, reliable] |
| title_exact_search | A manager's guide to data warehousing [timely, practice, reliable] |
| title_exact_search_txtP | A manager's guide to data warehousing [timely, practice, reliable] |
| title_full | A manager's guide to data warehousing [timely, practice, reliable] Laura L. Reeves |
| title_fullStr | A manager's guide to data warehousing [timely, practice, reliable] Laura L. Reeves |
| title_full_unstemmed | A manager's guide to data warehousing [timely, practice, reliable] Laura L. Reeves |
| title_short | A manager's guide to data warehousing |
| title_sort | a manager s guide to data warehousing timely practice reliable |
| title_sub | [timely, practice, reliable] |
| topic | Data warehousing Management Management (DE-588)4037278-9 gnd Data-Warehouse-Konzept (DE-588)4406462-7 gnd |
| topic_facet | Data warehousing Management Management Data-Warehouse-Konzept |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=016733861&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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