UW Certificate Program in

Business Intelligence
Business Intelligence: Project Planning, Analysis & Design Spring Term, 2007 Course Objectives
This course focuses on how to design and build a Business Intelligence solution. We will introduce and compare various BI technologies across key BI Platform, BI Pure Play, and ERP vendors. You will also learn how to design and build a data warehouse within the context of student BI projects. Students can develop their own projects within collaborative teams or be assigned an existing data source to develop a project. To ensure success during the implementation phase in course 3, students will plan for and gather business requirements, as well as design the data warehouse in order to develop an effective BI plan. Other topics include: Defining the BI project Scoping the project down Asking the right questions Data modeling Analysis of reports & metrics Gathering business requirements Project analysis Defining needed dimensional measures Warehouse design Sourcing the data and source mapping to the target location ___________________________________________________________________

Required Textbook(s)
Data Warehouse Lifecycle Toolkit Microsoft Data Warehouse Toolkit

Instructor Elizabeth Vitt

evitt@intellimentum.com

Assessment Criteria
Students will be assessed based on class participation and project work. Final class deliverables include Project Planning o Prioritization Matrix o Project Plan o Team Plan o Biz Requirements o Issues List (if necessary) Data o o o o o Deliverables Bus Matrix Data Element Inventory Data Profiling Results Data Model (3rd Iteration) Source to Target Mapping

Technical Functional Specs o Overall Architecture o ETL Functional Spec o OLAP Functional Spec o Data Mining Functional Spec o Reporting Functional Spec

Students will implement projects in Course 3.

* READING Legend

DWTK = Data Warehouse Lifecycle Toolkit Content Available in Student Files

MSTK = Microsoft Data Warehouse Toolkit

Custom = Custom Course Project

W K

CLA SS MTG

FOCUS

TOPICS Course Overview Kimball Lifecycle Methodology BI / DW Architecture Framework Enterprise vs. Departmental BI Dimensional Modeling Process Review Business Process / Analytic Themes Bus Matrix Prioritization Matrix o Business Value o Feasibility Project Introduction

READING * General BI/DW Concepts o MSTK Introduction o MSTK Ch 1: Biz Reqs pg. 3 21 o DWTK Ch 3: Project Planning pg 42 63 Adventure Works Project Info o MSTK Ch 1: Company Overview pg. 21 37 o Custom - Original AW Interview Summaries o Custom - New AW Interview Summaries o Custom - New AW Organizational Chart o Custom - AW Data Source Information (File Layout and Example Data) o Custom AW Example Reports Prepartion Reading for 1/14 Class Mtg o MSTK Ch 2: Dim Model Basics pg. 39 49 o MSTK Ch 2: Dim Model Process pg. 72 91 o DWTK Ch 3: Project Planning pg. 64 94 o DWTK Ch 4: Biz Reqs pg. 95 136 o DWTK Ch 7: Building Dim Models (265 312) Adventure Works Project Info o Detailed Interview Summaries o Original Data Mart Review Prepartion Reading for 1/28 Class Mtg o MSTK Ch 2: Dim Model pg. 49 72 o DWTK Ch 5: Intro Dim Modeling (139 216) o DWTK Ch 6: Grad Dim Modeling (217 263)

ASSIGNMENT / DELIVERABLES - Current week assignment organized by

Folder Number

Assignment Details Provided on 1/07 01 - Environment Set Up o Restore a New OLTP 02 Adventure Works Synthesis Questions o Assignment List 03 Adventure Works Deliverables o AW Analytic Themes & Processes o AW Bus Matrix o AW Prioritization Matrix o Issue / Question List

BI Strategy 1 1/07

1/14

Project Planning and Business Requireme nts

Project Planning and Scoping Iterative Development Implementation Team Risk Management Architecture Planning Technology Selection Business Requirements Gathering Data Profiling Data Element Inventory BI Requirements Document Logical / Physical Dimensional Modeling Review o Fact Table o Dim Table Source to Target Mapping

Assignment Details Provided on 1/14 Business Requirements Summary Existing Data Mart Review Interview Questionnaire Review Team Evaluation Review Project Plan Review Data Profiling Reports Data Element Inventory Source To Target Mapping Iteration 1 Data Model As Necessary o Updated Bus Matrix o Issues Questions List

* READING Legend

DWTK = Data Warehouse Lifecycle Toolkit Content Available in Student Files

Additional Preparation Reading for 1/28 Class Mtg Kimball Online - Design Tips: o Tip 25 - Dimensional Models for Parent Child Applications o Tip 37 - Modeling a Pipeline with Accumulating Snapshots o Tip 42 - Combining Periodic and Accumulating Snapshots MSTK = Microsoft Data Toolkit o Warehouse Tip 46 - Another Look at Degenerate Custom = Custom Course Project Dimensions o Tip 86 - Reference Dimensions for Infrequently-Accessed Degenerates o Tip 95 - Patterns to Avoid when

* READING Legend

DWTK = Data Warehouse Lifecycle Toolkit Content Available in Student Files

MSTK = Microsoft Data Warehouse Toolkit

Custom = Custom Course Project

W K

CLASS MTG

FOCUS

TOPICS Dimension Design Techniques o Heterogeneous o Date / Time o Degenerate o Role Playing o Snowflake vs. Star o Recursive Fact Table Design Techniques o Allocations o Granularity o When to Use Different Fact Table Types o Types of Measures o Workflow Calculations Techniques to Validate the Design Continuation of topics from the prior week plus the following: Many-to-Many Junk Aggregate Dimensions Audit Dimensions Reference Dimensions Usage of Outrigger Tables Slowly Changing Dimensions Physical Design Considerations Data Quality Assessments Data Loading Techniques Detecting Data Changes Historical vs. Incremental Data Loads Data Load Auditing Late Arriving Attributes Common ETL Challenges ETL Evaluation Criteria

READING * Prepartion Reading for 2/04 Class Mtg o MSTK Ch 3: Toolset (sections TBD) o MSTK Ch 4: Setup and Physical Design (sections TBD) o DWTK Ch 8: DW Arch (317 334) o DWTK Ch 13: Arch Plan (449 499)

ASSIGNMENT - Current week assignment organized by

Folder Number

Assignment Details Provided on 1/28 Iteration 2 of the Model o Major Design Push V2 Source To Target Mapping As Necessary o Updated Bus Matrix o Updated Biz Reqs Doc o Issues Questions List

1/28

Dimensiona l Modeling Iteration 2

2/04

Dimensiona l Modeling Iteration 3 and Architectur e Planning

Prepartion Reading for 2/11 Class Mtg o MSTK Ch 5: Design ETL System o MSTK Ch 6: Develop ETL System (sections TBD o DWTK Ch 9 Back Room Arch (335 372) o DWTK Ch 16 Data Staging (609 661)

Assignment Details Provided on 2/04 Iteration 3 of the Model o Many-to-Many o Outrigger table o SCD Support V3 Source To Target Mapping As Necessary o Updated Bus Matrix o Updated Biz Reqs Doc o Updated Issues List Assignment Details Provided on 2/11 ETL Functional Spec ETL Prototype As Necessary o Updated Biz Reqs Doc o Updated Issues List

2/11

Extract Transform and Load (ETL)

Prepartion Reading for 2/25 Class Mtg o MSTK Ch 7: OLAP and SSAS (sections TBD) o DWTK Ch 14 Aggregates (543 567)

* READING Legend

DWTK = Data Warehouse Lifecycle Toolkit Content Available in Student Files

MSTK = Microsoft Data Warehouse Toolkit

Custom = Custom Course Project

* READING Legend

DWTK = Data Warehouse Lifecycle Toolkit Content Available in Student Files

MSTK = Microsoft Data Warehouse Toolkit

Custom = Custom Course Project

W K

CLASS MTG

FOCUS

TOPICS Dimension & Cube Design Principles Data Aggregation & Storage Modes Cross Fact Table Analysis Loading Data At Different Levels of Detail Advanced Calculations Time Analysis KPIs Drill-through OLAP Data Refresh Strategies OLAP Evaluation Criteria User Community Segmentation Report Design & Delivery Paradigms Summary vs. Drill-through Reports Parameters / Filters Data Visualization BI Portals Reporting Evaluation Criteria Data Mining Algorithms Decision Trees Nave Bayes Clustering Sequence Clustering Time Series Association Neural Network Data Mining Development Process Real Time BI (time permitting) Tech Evaluation Criteria

READING * Prepartion Reading for 3/03 Class Mtg o MSTK Ch 8: BI Apps o MSFT Ch 9: SSRS (sections TBD) o DWTK Ch 10: Front Room Arch (373 409) o DWTK Ch 17: Building End User Apps (665 686)

ASSIGNMENT - Current week assignment organized by

Folder Number

Assignment Details Provided on 2/25 OLAP Functional Spec OLAP Prototype As Necessary o Updated Biz Reqs Doc o Updated Issues List

2/25

Online Analytical Processing (OLAP)

7 3/03 Reporting

Prepartion Reading for 3/10 Class Mtg o MSTK Ch 10: Data Mining o MSTK Ch 17: Real Time BI (sections TBD)

Assignment Details Provided on 3/03 Reporting Functional Spec Reporting Prototype As Necessary o Updated Biz Reqs Doc o Updated Issues List

Prepartion Reading for 3/17 Class Mtg o MSTK Ch 12: Security o MSTK Ch 13: Metadata o MSTK Ch 18: Present and Future o DWTK Ch 11: Metadata 435 447 Optional Reading o DW Maturity from TDWI

Assignment Details Provided on 3/10 Data Mining Functional Spec Data Mining Prototype As Necessary o Updated Biz Reqs Doc o Updated Issues List

3/10

Advanced Analytics

* READING Legend

DWTK = Data Warehouse Lifecycle Toolkit Content Available in Student Files

MSTK = Microsoft Data Warehouse Toolkit

Custom = Custom Course Project

W K

CLASS MTG

FOCUS

TOPICS Report Security Data Security Metadata Management Designing Subsequent Data Marts BI Maturity Models Revisited Final Technical Evaluations Not Applicable

READING *

ASSIGNMENT - Current week assignment organized by

Folder Number

Final Course Deliverables Project Planning o Prioritization Matrix o Project Plan o Team Plan o Biz Requirements Doc o Issues List (if necessary) Data Deliverables o Bus Matrix o Data Element Inventory o Data Profiling Results o Data Model (3rd Iteration) o Source to Target Mapping Technical Functional Specs o Overall Architecture Spec o ETL Functional Spec o OLAP Functional Spec o Reporting Functional Spec o Data Mining Functional Spec

9 3/17 Finalizing the Project

* READING Legend

DWTK = Data Warehouse Lifecycle Toolkit Content Available in Student Files

MSTK = Microsoft Data Warehouse Toolkit

Custom = Custom Course Project