Data Warehousing and Business Intelligence
Overview
A data warehouse (DW) is an analytics-oriented data store, distinct from the transactional (OLTP) databases that feed it. A warehouse generates information; layered on top, data mining generates knowledge. The classic definition (Inmon) gives a DW four properties:
- Integrated — data unified from many sources (which may lose some source-specific content)
- Subject-oriented — organized around business subjects, not applications
- Time-variant — retains history rather than only the current state
- Non-volatile — loaded and read, not continuously updated in place
OLTP databases are heavily normalized (1NF→3NF) so a single fact updates in one place; warehouses deliberately de-normalize for fast, simple analytical reads.
Core Areas
Kimball lifecycle
The Kimball approach designs a warehouse business-first, with a dimensional structure, developed iteratively. Technical architecture must weigh cost and data sensitivity. See Dimensional Modeling for the modeling mechanics.
OLAP and the cube
Analytical queries operate over a cube with standard operations:
- Slice — fix one dimension to a single value
- Dice — select a sub-cube across several dimensions
- Drill down / roll up — move between finer and coarser granularity
- Pivot — rotate the cube to view different dimensional faces
ETL — the “back room”
ETL prepares data before it reaches users. Key elements:
- Staging area / landing zone — intermediate storage between source and target, used for transformation processing (implemented as tables, text, or XML).
- Data profiling — up-front analysis of a source’s content (statistics, anomalies); the first step of improving data quality.
- Slowly Changing Dimensions (SCD) — how dimension history is handled (see Dimensional Modeling for SCD types 0–6).
- Staged data forms — immediate, snapshot (point-in-time copy), and archive.
- Aggregate navigation & hot partitions — pre-aggregation and partitioning frequently-queried data for speed.
- ETL testing — completeness and integrity checks. Note:
nullis a value (exists), not “empty”. - Tools — Oracle Warehouse Builder, SAP Data Services, SSIS, IBM InfoSphere Information Server, Singer.
BI — the “front room”
Where users access results:
- Standard reports — complex, pre-built report queries vs direct ad-hoc queries.
- Operational BI (OBI) — reviewing operational processes/data to make tactical and strategic decisions.
- Instantaneous BI — real-time views (e.g. web traffic).
- Write-back — feeding derived knowledge back to improve the source system.
Trade-offs / disadvantages
Data homogenization (losing uncommon data), data-ownership issues, underestimated load times, hidden source-system problems, un-captured required data, high maintenance, long project duration, and integration complexity.
Relationships
- Dimensional Modeling — star/snowflake/constellation schemas, grain, surrogate keys, SCD
- Data Quality — profiling, cleansing, and assurance in the ETL pipeline
- Databases — the OLTP/relational foundation warehouses are built from
- NoSQL and Document Databases — big-data / NoSQL stores as modern warehouse alternatives
- Data Science Methodology — how warehoused data feeds analytics projects