1. Financial Information Management FIM: Databases Stefano Grazioli

2. Debriefing  Still doing well  Lab  Easy meter

3. Financial Information Management DB and BI Tools Essentials

4. Why do we need Databases?  Indispensable in commerce  Program (e.g., VBA) data is volatile

5. DB and DBMS  A database (DB) is an organized collection of data  A database Management System (DBMS) is a software that provides data-related functionality User or program Access, Oracle, IBM DB2, SQL Server, MySQL... Is Excel a DB or a DBMS?

6. Data Base Management Systems DBMS is software that includes  Data Definition Language  Data Manipulation Language  Data Dictionary AccountingAccounting ProductionProduction MarketingMarketing InventoryInventory CustomersCustomers InvoicesInvoices OrdersOrders PurchasingPurchasing SchedulingScheduling BillingBilling PricingPricing PurchasesPurchases DBMSDBMS

7. Financial Information Management SmallBank DB Example

8. Data Definition Language CREATE TABLE Loan ( l_id integer primary key, principal money, rate decimal(8,5) DEFAULT 0.015, date_due datetime, lo_id integer); LOAN

9. Data Manipulation Language  Record visualization (selection)  Record insertion  INSERT INTO LOAN (l_id, principal, rate, date_due) values (7233, 250000, 2/2/2020);  Record update  Record deletion LOAN

10. DBMS - Data Dictionary Name: Principal Web Name: LoanAmount PC name: PrincipalDue Description: Loan amount granted to a customer Size: 20 bytes Type: numeric Date changed: 01/02/10 Ownership:LENDING Access security: MANAGER, LENDING; MANAGER, RISK MANAGER, SALES…. Used by: LENDING, RISK, MARKETING… Program using: P00023, P00034, P00121, … Reports using: R124 (daily report); R323 (lending summaries);... Name: Principal Web Name: LoanAmount PC name: PrincipalDue Description: Loan amount granted to a customer Size: 20 bytes Type: numeric Date changed: 01/02/10 Ownership:LENDING Access security: MANAGER, LENDING; MANAGER, RISK MANAGER, SALES…. Used by: LENDING, RISK, MARKETING… Program using: P00023, P00034, P00121, … Reports using: R124 (daily report); R323 (lending summaries);... Metadata

11. RDBMS When a DBMS organizes your data so that they appear to the users as TABLES, that DBMS is a Relational DBMS, or RDBMS.

12. Relational Tables TRADE_NOSEC_IDTICKERUNIT_PRICEQUANTITYFEE_% 11123312ACME90.2310010 123242344MSFT45.553010 231123312ACME91.115510 349992933ORCL73.5620015 373242344MSFT45.935010 477798797GE95.2610010 483242344MSFT43.24555 493242344MSFT42.633510 567798797GE94.92905

13. Relational Tables TRADE_NOSEC_IDTICKERUNIT_PRICEQUANTITYFEE_% 11123312ACME90.2310010 123242344MSFT45.553010 231123312ACME91.115510 349992933ORCL73.5620015 373242344MSFT45.935010 477798797GE95.2610010 483242344MSFT43.24555 493242344MSFT42.633510 567798797GE94.92905 Table (or relation) Table (or relation) Row (or Record) Row (or Record) Column (or Field) Column (or Field)

14. Primary Key TRADE_NOSEC_IDTICKERUNIT_PRICEQUANTITYFEE_% 11123312ACME90.2310010 123242344MSFT45.553010 231123312ACME91.115510 349992933ORCL73.5620015 373242344MSFT45.935010 477798797GE95.2610010 483242344MSFT43.24555 493242344MSFT42.633510 567798797GE94.92905 Primary key is a field that contains unique (non duplicated) information & is used to identify a record

15. Financial Information Management WINIT What Is New In Technology?

16. Financial Information Management DB Trends Evolution of DB architectures

17. ResearchResearch Technology In Place… Problem NOT Solved! AccountingAccounting FinanceFinance ProductionProduction MarketingMarketing SalesSales CostsCosts ForecastsForecasts CostsCosts InventoryInventory Application #1 Application #3 Application #2 Application #4 Application #5 DBMSDBMS DBMSDBMS DBMSDBMS DBMSDBMS

18. A Solution: Integration Out Of The Box AccountingAccounting Production Unit #01 Production Production Plant #02 MarketingMarketing App. #1 App. #3 App. #2 App. #4 Integrated Enterprise Data Portal / Dashboard Dashboard Centralized DBMS SAP, Oracle, Mycrosft Dynamics GP….

19. A Popular Fix: Data Warehousing Integrated Enterprise Data This is hard to do! (ETL engines) CustomersCustomers CostsCosts SalesSales AccountingAccounting Production Plant #01 Production Plant #02 App #1 App #3 App #2 App #4 DBMSDBMS MarketingMarketing App #5 App #6 DBMSDBMS DBMSDBMS DBMSDBMS CustomersCustomers CostsCosts SalesSales CostsCosts SalesSales Sales & Research DBMS Data Warehouse DBMS Portal / Dashboard Dashboard DSS (BI)

20. Business Intelligence Source: B. Wixom

21. You do the talking  Name, major  Learning objectives  Things you like about the class  Things that can be improved  Strengths / Attitude towards the Tournament

22. Financial Information Management Homework Google’s Daily Cagr

23. The user press the Compute Cagr button UML Activity Diagram - Daily Compound Average Growth of a Security (part II) Compute the Cagr for the next customer Print the result for that customer [No More Customers] Print the Average of all Cagrs at the bottom of the Cagr column, with a descriptive label.