The IT Perspective: Data Warehousing, Management, and Analytical Structures Rafal Lukawiecki Strategic Consultant, Project Botticelli Ltd rafal@projectbotticelli.com

Objectives Explain the basics of: Master Data Management Data Warehousing ETL OLAP/Multidimensional Data This seminar is based on a number of sources including a few dozen of Microsoft-owned presentations, used with permission. Thank you to Chris Dial, Tara Seppa, Aydin Gencler, Ivan Kosyakov, Bryan Bredehoeft, Marin Bezic, and Donald Farmer with his entire team for all the support. The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Project Botticelli Ltd as of the date of this presentation.  Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.

BUSINESS DECISION MAKERS IT PROFESSIONALS Power Users INFORMATION WORKERS DEVELOPERS MICROSOFT BI PLATFORM ANALYZE REPORT STEAWARDSHIP MANAGE INTEGRATE

SQL Services – Why? Install only the ones you need Which? Integration Services Get your data from the world outside (ETL) Analysis Services Cubes, Data Mining, support for PowerPivot on SharePoint Reporting Services DIY Report Builder and traditional “big” reports Master Data Services Quality of critical master data (cities, colours, customers) Database Engine Data warehouse and OLTP relational storage

Master Data Management

MDM Ensures consistency of data across all organisational uses Impacts overall data quality Processes and tools for: Collection, aggregation, matching, distribution, and persistence of master data Consistently Related to Federated Data Management Key to MDM: Modelling

MDM Processes Import & Integration Modeling Export & Subscription Batched Acquisition from Staging Tables Members, Attributes, Parent-Child Relationships SQL Integration Services Import & Integration Versioning Changes Auditing Compliance Tracking of Instances Modeling Subscription Views Export to: Operational Systems Data Warehouses BI Analytics Reporting Tools Export & Subscription

Microsoft Master Data Services SQL 2008 R2 Enterprise, Datacenter, Developer Tools: Master Data Manager Primary tool for managing your master data MDS Configuration Manager IT Pro tool MDS Web Service For developers wanting to extend MDS Concepts: Models Entities Attributes Members Hierarchies Collections Versions Database

Modelling Master Data Model organises data at highest level Allowing versioning of changes to data There are typically four categories of models: People (Customers, Staff) Places (Geographies, Cities, Countries) Things (Products) Concepts (Accounts, Behaviours, Transactions)

Example: Product MDM Model Product (model) Product (entity) Name (free-form attr) Code (free-form attr) Subcategory (domain-based attr) Category (domain-based attr) StandardCost (free-form attr) ListPrice (free-form attr) Photo (file attr)

Reviewing a Data Model Using Master Data Services demos Reviewing a Data Model Using Master Data Services © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Data Warehouse

Rich Connectivity Data Providers ODBC SQL Server SAP NetWeaver BI SQL Server Report Server Models SQL Server Integration Services Teradata XML OLE DB DB2 MySAP SQL Server Data Mining Models Oracle SQL Server Analysis Services Hyperion Essbase

Microsoft BI Voyage Star Schema

Star Schema Benefits Simple, not-so-normalized model Microsoft BI Voyage Star Schema Benefits Simple, not-so-normalized model High-performance queries Especially with Star Join Query Optimization Mature and widely supported Low-maintenance

Snowflake Dimension Tables Microsoft BI Voyage Snowflake Dimension Tables Define hierarchies using multiple dimension tables Support fact tables with varying granularity Simplify consolidation of heterogeneous data Potential for slower query performance in relational reporting No difference in performance in Analysis Services database

Slowly Changing Dimensions Microsoft BI Voyage Slowly Changing Dimensions Maintain historical context as dimension data changes Three common ways (there are more): Type 1: Overwrite the existing dimension record Type 2: Insert a new ‘versioned’ dimension record Type 3: Track limited history with attributes

Integration and ETL

Let’s do ETL with SSIS SQL Server Integration Services (SSIS) service Microsoft BI Voyage Let’s do ETL with SSIS SQL Server Integration Services (SSIS) service SSIS object model Two distinct runtime engines: Control flow Data flow 32-bit and 64-bit editions

Control Flow Control flow is a process-oriented workflow engine Microsoft BI Voyage Control Flow Control flow is a process-oriented workflow engine A package contains a single control flow Control flow elements Containers Tasks Precedence constraints Variables

Data Flow The Data Flow Task Performs traditional ETL and more Microsoft BI Voyage Data Flow The Data Flow Task Performs traditional ETL and more Fast and scalable Data Flow Components Extract data from Sources Load data into Destinations Modify data with Transformations Service Paths Connect data flow components Create the pipeline

Using SQL Server Integration Services for Splitting Data 11/21/2018 5:03 AM demos Using SQL Server Integration Services for Splitting Data © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

OLAP/Multidimensional Data

Cube = Unified Dimensional Model Microsoft BI Voyage Cube = Unified Dimensional Model Multidimensional data Combination of measures and dimensions as one conceptual model Measures are sourced from fact tables Dimensions are sourced from dimension tables

Hierarchy Defined in Analysis Services 11/21/2018 5:03 AM Hierarchy Defined in Analysis Services Ordered collection of attributes into levels Navigation path through dimensional space Very important to get right! Customers by Geography Customers by Demographics Country Marital State Gender City Customer Customer

Measure Group Group of measures with same dimensionality Analogous to a fact table Cube can contain more than one measure group E.g. Sales, Inventory, Finance Defined by dimension relationships

Measure Group Measure Group Dimension Sales Inventory Finance 11/21/2018 5:03 AM Measure Group Measure Group Sales Inventory Finance Customers X Products Time Promotions Warehouse Department Account Scenario Dimension

Using BIDS to Review Dimension Design Cube Design and Functionality 11/21/2018 5:03 AM demos Using BIDS to Review Dimension Design Cube Design and Functionality © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Summary As a platform for enterprise Business Intelligence you should consider four services: Data Warehouse (can be relational) Process for Data Management (MDS) Process for Data Integration (ETL) Analysis (OLAP, Data Mining, Columnar) = SQL Server 2008 R2

© 2010 Microsoft Corporation & Project Botticelli Ltd © 2010 Microsoft Corporation & Project Botticelli Ltd. All rights reserved. The information herein is for informational purposes only and represents the opinions and views of Project Botticelli and/or Rafal Lukawiecki. The material presented is not certain and may vary based on several factors. Microsoft makes no warranties, express, implied or statutory, as to the information in this presentation. Portions © 2010 Project Botticelli Ltd & entire material © 2010 Microsoft Corp. Some slides contain quotations from copyrighted materials by other authors, as individually attributed or as already covered by Microsoft Copyright ownerships. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Project Botticelli Ltd as of the date of this presentation.  Because Project Botticelli & Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft and Project Botticelli cannot guarantee the accuracy of any information provided after the date of this presentation. Project Botticelli makes no warranties, express, implied or statutory, as to the information in this presentation. E&OE.