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Chapter 11:
Data Warehousing
註 : 於11版為Chapter 10
楊立偉教授
台灣大學工管系
2015 Fall
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Definition
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Data Warehouse:
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A subject-oriented, integrated, time-variant, nonupdatable 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
Non-updatable: Read-only, periodically refreshed
Data Mart:
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A data warehouse that is limited in scope
Ex. Corporate (Data Warehouse) v.s. Department (Data Mart)
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History Leading to Data Warehousing
Improvement in database technologies,
especially relational DBMSs 資料庫技術的進步
 Advances in computer hardware, including
mass storage and parallel architectures
配合大量儲存與平行運算架構的進步
 Emergence of end-user computing with
powerful interfaces and tools 使用者自行操作
 Advances in middleware, enabling
heterogeneous database connectivity 相互整合
 Recognition of difference between operational
and informational systems
體認到日常作業與資訊分析是不同的
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Need for Data Warehousing
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Integrated, company-wide view of high-quality
information (from disparate databases) 整合各種資訊
Separation of operational and informational systems and
data (for improved performance) 獨立於日常作業外
Table 11-1 – Comparison of Operational and Informational Systems
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Issues with Company-Wide View
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Inconsistent key structures 不一致的PK
Synonyms 同義字問題
Free-form vs. structured fields
Inconsistent data values 資料值不一致
Missing data 缺值問題
See figure 11-1 for example
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Figure 11-1
Examples of
heterogeneous
data
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Organizational Trends
Motivating Data Warehouses
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No single system of records
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Multiple systems not synchronized
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Organizational need to analyze activities in a
balanced way
從組織角度, 看資料需要整體來看
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for Customer relationship management (CRM)
and Supplier relationship management (SRM)
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Data Warehouse Architectures
Independent Data Mart
 Dependent Data Mart and
Operational Data Store
 Logical Data Mart and Real-Time
Data Warehouse
 Three-Layer architecture
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All involve some form of extraction, transformation and loading (ETL)
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Figure 11-2 Independent data mart
data warehousing architecture
Data marts:
Mini-warehouses, limited in scope
L
T
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Separate ETL for each
independent data mart
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Data access complexity
due to multiple data marts
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Table 11-2 – Data Warehouse Versus Data Mart
Source: adapted from Strange (1997).
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Figure 11-6
Example of DBMS
log entry
Data Characteristics
Status vs. Event Data
Status
Event =
a database action
(create/update/delete) that
results from a transaction
Status
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Other Data Warehouse Changes
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加新欄位 New descriptive attributes
New business activity attributes
New classes of descriptive attributes
Descriptive attributes become more refined
加描述資料 Descriptive data are related to
one another
加新資料源 New source of data
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Derived Data 加入衍生性資料
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Objectives
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與一般資料庫設計準則略有不同
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
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Detailed (mostly periodic) data
Aggregate (for summary)
Distributed (to departmental servers)
Most common data model = star schema
(also called “dimensional model”)
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Figure 11-9 Components of a star schema
Fact tables contain factual
or quantitative data
1:N relationship between
dimension tables and fact tables
Dimension tables are denormalized to
maximize performance
Dimension tables contain descriptions
about the subjects of the business
Excellent for ad-hoc queries, but bad for online transaction processing
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→日常作業（有寫入或修改）還是要用正規化後的表格
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Figure 11-10 Star schema example
Fact table
provides statistics for sales broken
down by product, period and store dimensions
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Figure 11-11 Star schema with sample data
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Issues Regarding Star Schema (1)
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Dimension table keys must be surrogate (nonintelligent and non-business related), because:
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Keys may change over time
Length/format consistency
資料的精細度 Granularity of Fact Table–what level of
detail do you want?
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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
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Issues Regarding Star Schema (2)
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資料期間 Duration of the database–how much history
should be kept?
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Natural duration–13 months or 5 quarters
Financial institutions may need longer duration
Older data is more difficult to source and cleanse
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Size of Fact Table
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Depends on the number of dimensions and the grain of the
fact table
Number of rows = product of number of possible values for
each dimension associated with the fact table
Example: Assume the following for the next Figure:
Total rows calculated as follows (assuming only half the
products record sales for a given month):
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(new) Figure 9-12 Modeling dates
Fact tables contain time-period data
 Date dimensions are important
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Slowly Changing Dimensions (SCD)
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How to maintain knowledge of the past
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Kimble’s approaches:
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Type 1: just replace old data with new (lose historical
data)
Type 2: for each changing attribute, create a current
value field and several old-valued fields (multivalued)
Type 3: create a new dimension table row each time
the dimension object changes, with all dimension
characteristics at the time of change. Most common
approach
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(new) Figure 9-18 Example of Type 2 SCD
Customer dimension table
The dimension table contains several records for the same
customer. The specific customer record to use depends on the
key and the date of the fact, which should be between start
and end dates of the SCD customer record.
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(new) Figure 9-19 Dimension segmentation
For rapidly changing attributes (hot attributes), Type 2 SCD
approach creates too many rows and too much redundant
data. Use segmentation instead.
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10 Essential Rules for Dimensional
Modeling
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Use atomic facts
Create single-process
fact tables
Include a date
dimension for each fact
table
Enforce consistent grain
Disallow null keys in
fact tables
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Honor hierarchies
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Decode dimension tables
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Use surrogate keys
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Conform dimensions
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Balance requirements
with actual data
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Other Data Warehouse Advances
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Columnar databases
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for Big Data (huge volume, often unstructured)
Columnar databases optimize storage for summary
data of few columns (different need than OLTP)
Data compression
NoSQL
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“Not only SQL”
Deals with unstructured data
Hadoop HBase, Cassandra, MongoDB
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Online Analytical Processing (OLAP) Tools
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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)
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Multidimensional OLAP (MOLAP)
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Traditional relational representation
Cube structure
OLAP Operations
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Cube slicing–come up with 2-D view of data
Drill-down–going from summary to more
detailed views
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Figure 11-21 Slicing a data cube
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Summary report
Figure 11-22
Example of drill-down
Starting with
summary data, users
can obtain details for
particular cells
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Drill-down with color added
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Data Mining and Visualization
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Knowledge discovery using a blend of statistical, AI, and
computer graphics techniques
Goals:
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Techniques
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Explain observed events or conditions
Confirm hypotheses
Explore data for new or unexpected relationships
Statistical regression
Decision tree
Clustering
Association rule
Sequence association
… and so on.
Data visualization–representing data in graphical/multimedia
formats for analysis
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Online Analytical Processing (OLAP) Tools
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Exercise : use MS Query to connect DBMS,
and analyze with MS Excel (Power) Pivot
connect via ODBC, and query by SQL or Wizard (to choose tables and fields)
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connect via ODBC, and query by SQL or Wizard (to join tables)
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import the data into a sheet in MS Excel
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insert a pivot table, choose fields and measures.
to filter and drill down the data multi-dimensionally
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