Description

Book Synopsis
This revised and updated edition of the bestseller provides a complete library of dimensional modeling techniques, the most comprehensive collection ever written.

Table of Contents

Introduction xxvii

1 Data Warehousing, Business Intelligence, and Dimensional Modeling Primer 1

Different Worlds of Data Capture and Data Analysis 2

Goals of Data Warehousing and Business Intelligence 3

Dimensional Modeling Introduction 7

Kimball’s DW/BI Architecture 18

Alternative DW/BI Architectures 26

Dimensional Modeling Myths 30

More Reasons to Think Dimensionally 32

Agile Considerations 34

Summary 35

2 Kimball Dimensional Modeling Techniques Overview 37

Fundamental Concepts 37

Basic Fact Table Techniques 41

Basic Dimension Table Techniques 46

Integration via Conformed Dimensions 50

Dealing with Slowly Changing Dimension Attributes 53

Dealing with Dimension Hierarchies 56

Advanced Fact Table Techniques 58

Advanced Dimension Techniques 62

Special Purpose Schemas 67

3 Retail Sales 69

Four-Step Dimensional Design Process 70

Retail Case Study 72

Dimension Table Details 79

Retail Schema in Action 94

Retail Schema Extensibility 95

Factless Fact Tables 97

Dimension and Fact Table Keys 98

Resisting Normalization Urges 104

Summary 109

4 Inventory 111

Value Chain Introduction 111

Inventory Models 112

Fact Table Types 119

Value Chain Integration 122

Enterprise Data Warehouse Bus Architecture 123

Conformed Dimensions 130

Conformed Facts 138

Summary 139

5 Procurement 141

Procurement Case Study 141

Procurement Transactions and Bus Matrix 142

Slowly Changing Dimension Basics 147

Hybrid Slowly Changing Dimension Techniques 159

Slowly Changing Dimension Recap 164

Summary 165

6 Order Management 167

Order Management Bus Matrix 168

Order Transactions 168

Invoice Transactions 187

Accumulating Snapshot for Order Fulfillment Pipeline 194

Summary 199

7 Accounting 201

Accounting Case Study and Bus Matrix 202

General Ledger Data 203

Budgeting Process 210

Dimension Attribute Hierarchies 214

Consolidated Fact Tables 224

Role of OLAP and Packaged Analytic Solutions 226

Summary 227

8 Customer Relationship Management 229

CRM Overview 230

Customer Dimension Attributes 233

Bridge Tables for Multivalued Dimensions 245

Complex Customer Behavior 249

Customer Data Integration Approaches 256

Low Latency Reality Check 260

Summary 261

9 Human Resources Management 263

Employee Profile Tracking 263

Headcount Periodic Snapshot 267

Bus Matrix for HR Processes 268

Packaged Analytic Solutions and Data Models 270

Recursive Employee Hierarchies 271

Multivalued Skill Keyword Attributes 274

Survey Questionnaire Data 277

Summary 279

10 Financial Services 281

Banking Case Study and Bus Matrix 282

Dimension Triage to Avoid Too Few Dimensions 283

Supertype and Subtype Schemas for Heterogeneous Products 293

Hot Swappable Dimensions 296

Summary 296

11 Telecommunications 297

Telecommunications Case Study and Bus Matrix 297

General Design Review Considerations 299

Design Review Guidelines 304

Draft Design Exercise Discussion 306

Remodeling Existing Data Structures 309

Geographic Location Dimension 310

Summary 310

12 Transportation 311

Airline Case Study and Bus Matrix 311

Extensions to Other Industries 317

Combining Correlated Dimensions 318

More Date and Time Considerations 321

Localization Recap 324

Summary 324

13 Education 325

University Case Study and Bus Matrix 325

Accumulating Snapshot Fact Tables 326

Factless Fact Tables 329

More Educational Analytic Opportunities 336

Summary 336

14 Healthcare 339

Healthcare Case Study and Bus Matrix 339

Claims Billing and Payments 342

Electronic Medical Records 348

Facility/Equipment Inventory Utilization 351

Dealing with Retroactive Changes 351

Summary 352

15 Electronic Commerce 353

Clickstream Source Data 353

Clickstream Dimensional Models 357

Integrating Clickstream into Web Retailer’s Bus Matrix 368

Profitability Across Channels Including Web 370

Summary 373

16 Insurance 375

Insurance Case Study 376

Policy Transactions 379

Premium Periodic Snapshot 385

More Insurance Case Study Background 388

Claim Transactions 390

Claim Accumulating Snapshot 392

Policy/Claim Consolidated Periodic Snapshot 395

Factless Accident Events 396

Common Dimensional Modeling Mistakes to Avoid 397

Summary 401

17 Kimball DW/BI Lifecycle Overview 403

Lifecycle Roadmap 404

Lifecycle Launch Activities 406

Lifecycle Technology Track 416

Lifecycle Data Track 420

Lifecycle BI Applications Track 422

Lifecycle Wrap-up Activities 424

Common Pitfalls to Avoid 426

Summary 427

18 Dimensional Modeling Process and Tasks 429

Modeling Process Overview 429

Get Organized 431

Design the Dimensional Model 434

Summary 441

19 ETL Subsystems and Techniques 443

Round Up the Requirements 444

The 34 Subsystems of ETL 449

Extracting: Getting Data into the Data Warehouse 450

Cleaning and Conforming Data 455

Delivering: Prepare for Presentation 463

Managing the ETL Environment 483

Summary 496

20 ETL System Design and Development Process and Tasks 497

ETL Process Overview 497

Develop the ETL Plan 498

Develop One-Time Historic Load Processing 503

Develop Incremental ETL Processing 512

Real-Time Implications 520

Summary 526

21 Big Data Analytics 527

Big Data Overview 527

Recommended Best Practices for Big Data 531

Summary 542

Index 543

The Data Warehouse Toolkit

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    A Paperback / softback by Ralph Kimball, Margy Ross

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      View other formats and editions of The Data Warehouse Toolkit by Ralph Kimball

      Publisher: John Wiley & Sons Inc
      Publication Date: 09/07/2013
      ISBN13: 9781118530801, 978-1118530801
      ISBN10: 1118530802

      Description

      Book Synopsis
      This revised and updated edition of the bestseller provides a complete library of dimensional modeling techniques, the most comprehensive collection ever written.

      Table of Contents

      Introduction xxvii

      1 Data Warehousing, Business Intelligence, and Dimensional Modeling Primer 1

      Different Worlds of Data Capture and Data Analysis 2

      Goals of Data Warehousing and Business Intelligence 3

      Dimensional Modeling Introduction 7

      Kimball’s DW/BI Architecture 18

      Alternative DW/BI Architectures 26

      Dimensional Modeling Myths 30

      More Reasons to Think Dimensionally 32

      Agile Considerations 34

      Summary 35

      2 Kimball Dimensional Modeling Techniques Overview 37

      Fundamental Concepts 37

      Basic Fact Table Techniques 41

      Basic Dimension Table Techniques 46

      Integration via Conformed Dimensions 50

      Dealing with Slowly Changing Dimension Attributes 53

      Dealing with Dimension Hierarchies 56

      Advanced Fact Table Techniques 58

      Advanced Dimension Techniques 62

      Special Purpose Schemas 67

      3 Retail Sales 69

      Four-Step Dimensional Design Process 70

      Retail Case Study 72

      Dimension Table Details 79

      Retail Schema in Action 94

      Retail Schema Extensibility 95

      Factless Fact Tables 97

      Dimension and Fact Table Keys 98

      Resisting Normalization Urges 104

      Summary 109

      4 Inventory 111

      Value Chain Introduction 111

      Inventory Models 112

      Fact Table Types 119

      Value Chain Integration 122

      Enterprise Data Warehouse Bus Architecture 123

      Conformed Dimensions 130

      Conformed Facts 138

      Summary 139

      5 Procurement 141

      Procurement Case Study 141

      Procurement Transactions and Bus Matrix 142

      Slowly Changing Dimension Basics 147

      Hybrid Slowly Changing Dimension Techniques 159

      Slowly Changing Dimension Recap 164

      Summary 165

      6 Order Management 167

      Order Management Bus Matrix 168

      Order Transactions 168

      Invoice Transactions 187

      Accumulating Snapshot for Order Fulfillment Pipeline 194

      Summary 199

      7 Accounting 201

      Accounting Case Study and Bus Matrix 202

      General Ledger Data 203

      Budgeting Process 210

      Dimension Attribute Hierarchies 214

      Consolidated Fact Tables 224

      Role of OLAP and Packaged Analytic Solutions 226

      Summary 227

      8 Customer Relationship Management 229

      CRM Overview 230

      Customer Dimension Attributes 233

      Bridge Tables for Multivalued Dimensions 245

      Complex Customer Behavior 249

      Customer Data Integration Approaches 256

      Low Latency Reality Check 260

      Summary 261

      9 Human Resources Management 263

      Employee Profile Tracking 263

      Headcount Periodic Snapshot 267

      Bus Matrix for HR Processes 268

      Packaged Analytic Solutions and Data Models 270

      Recursive Employee Hierarchies 271

      Multivalued Skill Keyword Attributes 274

      Survey Questionnaire Data 277

      Summary 279

      10 Financial Services 281

      Banking Case Study and Bus Matrix 282

      Dimension Triage to Avoid Too Few Dimensions 283

      Supertype and Subtype Schemas for Heterogeneous Products 293

      Hot Swappable Dimensions 296

      Summary 296

      11 Telecommunications 297

      Telecommunications Case Study and Bus Matrix 297

      General Design Review Considerations 299

      Design Review Guidelines 304

      Draft Design Exercise Discussion 306

      Remodeling Existing Data Structures 309

      Geographic Location Dimension 310

      Summary 310

      12 Transportation 311

      Airline Case Study and Bus Matrix 311

      Extensions to Other Industries 317

      Combining Correlated Dimensions 318

      More Date and Time Considerations 321

      Localization Recap 324

      Summary 324

      13 Education 325

      University Case Study and Bus Matrix 325

      Accumulating Snapshot Fact Tables 326

      Factless Fact Tables 329

      More Educational Analytic Opportunities 336

      Summary 336

      14 Healthcare 339

      Healthcare Case Study and Bus Matrix 339

      Claims Billing and Payments 342

      Electronic Medical Records 348

      Facility/Equipment Inventory Utilization 351

      Dealing with Retroactive Changes 351

      Summary 352

      15 Electronic Commerce 353

      Clickstream Source Data 353

      Clickstream Dimensional Models 357

      Integrating Clickstream into Web Retailer’s Bus Matrix 368

      Profitability Across Channels Including Web 370

      Summary 373

      16 Insurance 375

      Insurance Case Study 376

      Policy Transactions 379

      Premium Periodic Snapshot 385

      More Insurance Case Study Background 388

      Claim Transactions 390

      Claim Accumulating Snapshot 392

      Policy/Claim Consolidated Periodic Snapshot 395

      Factless Accident Events 396

      Common Dimensional Modeling Mistakes to Avoid 397

      Summary 401

      17 Kimball DW/BI Lifecycle Overview 403

      Lifecycle Roadmap 404

      Lifecycle Launch Activities 406

      Lifecycle Technology Track 416

      Lifecycle Data Track 420

      Lifecycle BI Applications Track 422

      Lifecycle Wrap-up Activities 424

      Common Pitfalls to Avoid 426

      Summary 427

      18 Dimensional Modeling Process and Tasks 429

      Modeling Process Overview 429

      Get Organized 431

      Design the Dimensional Model 434

      Summary 441

      19 ETL Subsystems and Techniques 443

      Round Up the Requirements 444

      The 34 Subsystems of ETL 449

      Extracting: Getting Data into the Data Warehouse 450

      Cleaning and Conforming Data 455

      Delivering: Prepare for Presentation 463

      Managing the ETL Environment 483

      Summary 496

      20 ETL System Design and Development Process and Tasks 497

      ETL Process Overview 497

      Develop the ETL Plan 498

      Develop One-Time Historic Load Processing 503

      Develop Incremental ETL Processing 512

      Real-Time Implications 520

      Summary 526

      21 Big Data Analytics 527

      Big Data Overview 527

      Recommended Best Practices for Big Data 531

      Summary 542

      Index 543

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