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© Prentice Hall, 2002
Chapter 11:Chapter 11:
Data WarehousingData Warehousing
Modern Database Management
6th
Edition
Jeffrey A. Hoffer, Mary B. Prescott, Fred R.
McFadden
2Chapter 11
© Prentice Hall, 2002
DefinitionDefinition
 Data WarehouseData Warehouse:
– A subject-oriented, integrated, time-variant, non-
updatable collection of data used in support of
management decision-making processes
– Subject-oriented: e.g. customers, patients, students,
products
– Integrated: Consistent naming conventions, formats,
encoding structures; from multiple data sources
– Time-variant: Can study trends and changes
– Nonupdatable: Read-only, periodically refreshed
 Data MartData Mart:
– A data warehouse that is limited in scope
3Chapter 11
© Prentice Hall, 2002
Need for Data WarehousingNeed for Data Warehousing
 Integrated, company-wide view of high-quality
information (from disparate databases)
 Separation of operational and informational systems and
data (for improved performance)
Table 11-1: comparison of operational and informational systems
4Chapter 11
© Prentice Hall, 2002
Table 11-2: Data Warehouse vs. Data Mart
Source: adapted from Strange (1997).
5Chapter 11
© Prentice Hall, 2002
Data Warehouse ArchitecturesData Warehouse Architectures
Generic Two-Level Architecture
Independent Data Mart
Dependent Data Mart and Operational Data
Store
Logical Data Mart and @ctive Warehouse
Three-Layer architecture
All involve some form of extraction, transformation and loading (ETLETL)
6Chapter 11
© Prentice Hall, 2002
Figure 11-2: Generic two-level architecture
E
T
L
One,
company-
wide
warehouse
Periodic extraction  data is not completely current in warehouse
7Chapter 11
© Prentice Hall, 2002
Figure 11-3: Independent Data Mart
Data marts:Data marts:
Mini-warehouses, limited in scope
E
T
L
Separate ETL for each
independent data mart
Data access complexity
due to multiple data marts
8Chapter 11
© Prentice Hall, 2002
Figure 11-4:
Dependent data mart with operational data store
E
T
L
Single ETL for
enterprise data warehouse
(EDW)(EDW)
Simpler data access
ODSODS provides option for
obtaining current data
Dependent data marts
loaded from EDW
9Chapter 11
© Prentice Hall, 2002
Figure 11-5:
Logical data mart and @ctive data warehouse
E
T
L
Near real-time ETL for
@active Data Warehouse@active Data Warehouse
ODSODS and data warehousedata warehouse
are one and the same
Data marts are NOT separate databases,
but logical views of the data warehouse
 Easier to create new data marts
10Chapter 11
© Prentice Hall, 2002
Figure 11-6: Three-layer architecture
11Chapter 11
© Prentice Hall, 2002
Data CharacteristicsData Characteristics
Status vs. Event DataStatus vs. Event Data
Figure 11-7:
Example of
DBMS log entry
Status
Status
Event = a database action
(create/update/delete) that
results from a transaction
12Chapter 11
© Prentice Hall, 2002
Data CharacteristicsData Characteristics
Transient vs. Periodic DataTransient vs. Periodic Data
Figure 11-8:
Transient operational data
Changes to existing records are
written over previous records, thus
destroying the previous data content
13Chapter 11
© Prentice Hall, 2002
Data CharacteristicsData Characteristics
Transient vs. Periodic DataTransient vs. Periodic Data
Figure 11-9:
Periodic warehouse data
Data are never physically
altered or deleted once they
have been added to the store
14Chapter 11
© Prentice Hall, 2002
Data ReconciliationData Reconciliation
 Typical operational data is:
– Transient – not historical
– Not normalized (perhaps due to denormalization for
performance)
– Restricted in scope – not comprehensive
– Sometimes poor quality – inconsistencies and errors
 After ETL, data should be:
– Detailed – not summarized yet
– Historical – periodic
– Normalized – 3rd
normal form or higher
– Comprehensive – enterprise-wide perspective
– Quality controlled – accurate with full integrity
15Chapter 11
© Prentice Hall, 2002
The ETL ProcessThe ETL Process
Capture
Scrub or data cleansing
Transform
Load and Index
ETL = Extract, transform, and load
16Chapter 11
© Prentice Hall, 2002
Figure 11-10: Steps in data reconciliation
Static extractStatic extract = capturing a
snapshot of the source data at
a point in time
Incremental extractIncremental extract =
capturing changes that have
occurred since the last static
extract
Capture = extract…obtaining a snapshot
of a chosen subset of the source data for
loading into the data warehouse
17Chapter 11
© Prentice Hall, 2002
Figure 11-10: Steps in data reconciliation (continued)
Scrub = cleanse…uses pattern
recognition and AI techniques to
upgrade data quality
Fixing errors:Fixing errors: misspellings,
erroneous dates, incorrect field usage,
mismatched addresses, missing data,
duplicate data, inconsistencies
Also:Also: decoding, reformatting, time
stamping, conversion, key
generation, merging, error
detection/logging, locating missing
data
18Chapter 11
© Prentice Hall, 2002
Figure 11-10: Steps in data reconciliation (continued)
Transform = convert data from format
of operational system to format of data
warehouse
Record-level:Record-level:
Selection – data partitioning
Joining – data combining
Aggregation – data summarization
Field-level:Field-level:
single-field – from one field to one field
multi-field – from many fields to one, or
one field to many
19Chapter 11
© Prentice Hall, 2002
Figure 11-10: Steps in data reconciliation (continued)
Load/Index= place transformed data
into the warehouse and create indexes
Refresh mode:Refresh mode: bulk rewriting of
target data at periodic intervals
Update mode:Update mode: only changes in
source data are written to data
warehouse
20Chapter 11
© Prentice Hall, 2002
Figure 11-11: Single-field transformation
In general – some transformation function
translates data from old form to new form
Algorithmic transformation uses a
formula or logical expression
Table lookup –
another
approach
21Chapter 11
© Prentice Hall, 2002
Figure 11-12: Multifield transformation
M:1 –from many source
fields to one target field
1:M –from one
source field to
many target fields
22Chapter 11
© Prentice Hall, 2002
Derived DataDerived Data
 Objectives
– Ease of use for decision support applications
– Fast response to predefined user queries
– Customized data for particular target audiences
– Ad-hoc query support
– Data mining capabilities
  Characteristics
– Detailed (mostly periodic) data
– Aggregate (for summary)
– Distributed (to departmental servers)
Most common data model = star schemastar schema
(also called “dimensional model”)
23Chapter 11
© Prentice Hall, 2002
Figure 11-13: Components of a star schemastar schema
Fact tables contain
factual or quantitative
data
Dimension tables contain
descriptions about the
subjects of the business
1:N relationship
between dimension
tables and fact tables
Excellent for ad-hoc queries,
but bad for online transaction processing
Dimension tables are
denormalized to
maximize
performance
24Chapter 11
© Prentice Hall, 2002
Figure 11-14: Star schema example
Fact table provides statistics for sales
broken down by product, period and store
dimensions
25Chapter 11
© Prentice Hall, 2002
Figure 11-15: Star schema with sample data
26Chapter 11
© Prentice Hall, 2002
Issues Regarding Star SchemaIssues Regarding Star Schema
Dimension table keys must be surrogate (non-
intelligent and non-business related), because:
– Keys may change over time
– Length/format consistency
Granularity of Fact Table – what level of detail do
you want?
– Transactional grain – finest level
– Aggregated grain – more summarized
– Finer grains  better market basket analysis capability
– Finer grain  more dimension tables, more rows in fact table
27Chapter 11
© Prentice Hall, 2002
Figure 11-16: Modeling dates
Fact tables contain time-period data
 Date dimensions are important
28Chapter 11
© Prentice Hall, 2002
The User InterfaceThe User Interface
Metadata (data catalog)Metadata (data catalog)
 Identify subjects of the data mart
 Identify dimensions and facts
 Indicate how data is derived from enterprise data
warehouses, including derivation rules
 Indicate how data is derived from operational data store,
including derivation rules
 Identify available reports and predefined queries
 Identify data analysis techniques (e.g. drill-down)
 Identify responsible people
29Chapter 11
© Prentice Hall, 2002
On-Line Analytical Processing (OLAP)On-Line Analytical Processing (OLAP)
 The use of a set of graphical tools that provides
users with multidimensional views of their data
and allows them to analyze the data using simple
windowing techniques
 Relational OLAP (ROLAP)
– Traditional relational representation
 Multidimensional OLAP (MOLAP)
– CubeCube structure
 OLAP Operations
– Cube slicing – come up with 2-D view of data
– Drill-down – going from summary to more detailed
views
30Chapter 11
© Prentice Hall, 2002
Figure 11-22: Slicing a data cube
31Chapter 11
© Prentice Hall, 2002
Figure 11-23:
Example of drill-down
Summary report
Drill-down with
color added
32Chapter 11
© Prentice Hall, 2002
Data Mining and VisualizationData Mining and Visualization
 Knowledge discovery using a blend of statistical, AI, and
computer graphics techniques
 Goals:
– Explain observed events or conditions
– Confirm hypotheses
– Explore data for new or unexpected relationships
 Techniques
– Case-based reasoning
– Rule discovery
– Signal processing
– Neural nets
– Fractals
 Data visualization – representing data in
graphical/multimedia formats for analysis

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The Database Environment Chapter 11

  • 1. 1 © Prentice Hall, 2002 Chapter 11:Chapter 11: Data WarehousingData Warehousing Modern Database Management 6th Edition Jeffrey A. Hoffer, Mary B. Prescott, Fred R. McFadden
  • 2. 2Chapter 11 © Prentice Hall, 2002 DefinitionDefinition  Data WarehouseData Warehouse: – A subject-oriented, integrated, time-variant, non- updatable collection of data used in support of management decision-making processes – Subject-oriented: e.g. customers, patients, students, products – Integrated: Consistent naming conventions, formats, encoding structures; from multiple data sources – Time-variant: Can study trends and changes – Nonupdatable: Read-only, periodically refreshed  Data MartData Mart: – A data warehouse that is limited in scope
  • 3. 3Chapter 11 © Prentice Hall, 2002 Need for Data WarehousingNeed for Data Warehousing  Integrated, company-wide view of high-quality information (from disparate databases)  Separation of operational and informational systems and data (for improved performance) Table 11-1: comparison of operational and informational systems
  • 4. 4Chapter 11 © Prentice Hall, 2002 Table 11-2: Data Warehouse vs. Data Mart Source: adapted from Strange (1997).
  • 5. 5Chapter 11 © Prentice Hall, 2002 Data Warehouse ArchitecturesData Warehouse Architectures Generic Two-Level Architecture Independent Data Mart Dependent Data Mart and Operational Data Store Logical Data Mart and @ctive Warehouse Three-Layer architecture All involve some form of extraction, transformation and loading (ETLETL)
  • 6. 6Chapter 11 © Prentice Hall, 2002 Figure 11-2: Generic two-level architecture E T L One, company- wide warehouse Periodic extraction  data is not completely current in warehouse
  • 7. 7Chapter 11 © Prentice Hall, 2002 Figure 11-3: Independent Data Mart Data marts:Data marts: Mini-warehouses, limited in scope E T L Separate ETL for each independent data mart Data access complexity due to multiple data marts
  • 8. 8Chapter 11 © Prentice Hall, 2002 Figure 11-4: Dependent data mart with operational data store E T L Single ETL for enterprise data warehouse (EDW)(EDW) Simpler data access ODSODS provides option for obtaining current data Dependent data marts loaded from EDW
  • 9. 9Chapter 11 © Prentice Hall, 2002 Figure 11-5: Logical data mart and @ctive data warehouse E T L Near real-time ETL for @active Data Warehouse@active Data Warehouse ODSODS and data warehousedata warehouse are one and the same Data marts are NOT separate databases, but logical views of the data warehouse  Easier to create new data marts
  • 10. 10Chapter 11 © Prentice Hall, 2002 Figure 11-6: Three-layer architecture
  • 11. 11Chapter 11 © Prentice Hall, 2002 Data CharacteristicsData Characteristics Status vs. Event DataStatus vs. Event Data Figure 11-7: Example of DBMS log entry Status Status Event = a database action (create/update/delete) that results from a transaction
  • 12. 12Chapter 11 © Prentice Hall, 2002 Data CharacteristicsData Characteristics Transient vs. Periodic DataTransient vs. Periodic Data Figure 11-8: Transient operational data Changes to existing records are written over previous records, thus destroying the previous data content
  • 13. 13Chapter 11 © Prentice Hall, 2002 Data CharacteristicsData Characteristics Transient vs. Periodic DataTransient vs. Periodic Data Figure 11-9: Periodic warehouse data Data are never physically altered or deleted once they have been added to the store
  • 14. 14Chapter 11 © Prentice Hall, 2002 Data ReconciliationData Reconciliation  Typical operational data is: – Transient – not historical – Not normalized (perhaps due to denormalization for performance) – Restricted in scope – not comprehensive – Sometimes poor quality – inconsistencies and errors  After ETL, data should be: – Detailed – not summarized yet – Historical – periodic – Normalized – 3rd normal form or higher – Comprehensive – enterprise-wide perspective – Quality controlled – accurate with full integrity
  • 15. 15Chapter 11 © Prentice Hall, 2002 The ETL ProcessThe ETL Process Capture Scrub or data cleansing Transform Load and Index ETL = Extract, transform, and load
  • 16. 16Chapter 11 © Prentice Hall, 2002 Figure 11-10: Steps in data reconciliation Static extractStatic extract = capturing a snapshot of the source data at a point in time Incremental extractIncremental extract = capturing changes that have occurred since the last static extract Capture = extract…obtaining a snapshot of a chosen subset of the source data for loading into the data warehouse
  • 17. 17Chapter 11 © Prentice Hall, 2002 Figure 11-10: Steps in data reconciliation (continued) Scrub = cleanse…uses pattern recognition and AI techniques to upgrade data quality Fixing errors:Fixing errors: misspellings, erroneous dates, incorrect field usage, mismatched addresses, missing data, duplicate data, inconsistencies Also:Also: decoding, reformatting, time stamping, conversion, key generation, merging, error detection/logging, locating missing data
  • 18. 18Chapter 11 © Prentice Hall, 2002 Figure 11-10: Steps in data reconciliation (continued) Transform = convert data from format of operational system to format of data warehouse Record-level:Record-level: Selection – data partitioning Joining – data combining Aggregation – data summarization Field-level:Field-level: single-field – from one field to one field multi-field – from many fields to one, or one field to many
  • 19. 19Chapter 11 © Prentice Hall, 2002 Figure 11-10: Steps in data reconciliation (continued) Load/Index= place transformed data into the warehouse and create indexes Refresh mode:Refresh mode: bulk rewriting of target data at periodic intervals Update mode:Update mode: only changes in source data are written to data warehouse
  • 20. 20Chapter 11 © Prentice Hall, 2002 Figure 11-11: Single-field transformation In general – some transformation function translates data from old form to new form Algorithmic transformation uses a formula or logical expression Table lookup – another approach
  • 21. 21Chapter 11 © Prentice Hall, 2002 Figure 11-12: Multifield transformation M:1 –from many source fields to one target field 1:M –from one source field to many target fields
  • 22. 22Chapter 11 © Prentice Hall, 2002 Derived DataDerived Data  Objectives – Ease of use for decision support applications – Fast response to predefined user queries – Customized data for particular target audiences – Ad-hoc query support – Data mining capabilities   Characteristics – Detailed (mostly periodic) data – Aggregate (for summary) – Distributed (to departmental servers) Most common data model = star schemastar schema (also called “dimensional model”)
  • 23. 23Chapter 11 © Prentice Hall, 2002 Figure 11-13: Components of a star schemastar schema Fact tables contain factual or quantitative data Dimension tables contain descriptions about the subjects of the business 1:N relationship between dimension tables and fact tables Excellent for ad-hoc queries, but bad for online transaction processing Dimension tables are denormalized to maximize performance
  • 24. 24Chapter 11 © Prentice Hall, 2002 Figure 11-14: Star schema example Fact table provides statistics for sales broken down by product, period and store dimensions
  • 25. 25Chapter 11 © Prentice Hall, 2002 Figure 11-15: Star schema with sample data
  • 26. 26Chapter 11 © Prentice Hall, 2002 Issues Regarding Star SchemaIssues Regarding Star Schema Dimension table keys must be surrogate (non- intelligent and non-business related), because: – Keys may change over time – Length/format consistency Granularity of Fact Table – what level of detail do you want? – Transactional grain – finest level – Aggregated grain – more summarized – Finer grains  better market basket analysis capability – Finer grain  more dimension tables, more rows in fact table
  • 27. 27Chapter 11 © Prentice Hall, 2002 Figure 11-16: Modeling dates Fact tables contain time-period data  Date dimensions are important
  • 28. 28Chapter 11 © Prentice Hall, 2002 The User InterfaceThe User Interface Metadata (data catalog)Metadata (data catalog)  Identify subjects of the data mart  Identify dimensions and facts  Indicate how data is derived from enterprise data warehouses, including derivation rules  Indicate how data is derived from operational data store, including derivation rules  Identify available reports and predefined queries  Identify data analysis techniques (e.g. drill-down)  Identify responsible people
  • 29. 29Chapter 11 © Prentice Hall, 2002 On-Line Analytical Processing (OLAP)On-Line Analytical Processing (OLAP)  The use of a set of graphical tools that provides users with multidimensional views of their data and allows them to analyze the data using simple windowing techniques  Relational OLAP (ROLAP) – Traditional relational representation  Multidimensional OLAP (MOLAP) – CubeCube structure  OLAP Operations – Cube slicing – come up with 2-D view of data – Drill-down – going from summary to more detailed views
  • 30. 30Chapter 11 © Prentice Hall, 2002 Figure 11-22: Slicing a data cube
  • 31. 31Chapter 11 © Prentice Hall, 2002 Figure 11-23: Example of drill-down Summary report Drill-down with color added
  • 32. 32Chapter 11 © Prentice Hall, 2002 Data Mining and VisualizationData Mining and Visualization  Knowledge discovery using a blend of statistical, AI, and computer graphics techniques  Goals: – Explain observed events or conditions – Confirm hypotheses – Explore data for new or unexpected relationships  Techniques – Case-based reasoning – Rule discovery – Signal processing – Neural nets – Fractals  Data visualization – representing data in graphical/multimedia formats for analysis