DATA WAREHOUSE / BUSINESS

Transcription

1 DATA WAREHOUSE / BUSINESS INTELLIGENCE LIFECYCLE IN DEPTH DATE LOCATION INSTRUCTORS INFORMATION AND REGISTRATION November 2013 Stockholm Margy Ross & Warren Thornthwaite Organized by With the support of

2 Kimball University Kimball University (KU), operated by the Kimball group, is the definitive source for dimensional data warehouse education. KU provides the highest quality and most practical education consistent with KU instructors books and extensive experience in the dimensional approach. You ll learn from the best in the business. The KU instructors literally wrote the books; why settle for anything less than the original inventors and authors of these concepts! All class content is vendor neutral, with the exception of our Microsoft-centric courses. MARGY ROSS Margy Ross is President of the Kimball Group. She has focused exclusively on decision support and data warehousing for more than twenty years, specializing in program/project strategy, business requirements analysis, and dimensional modeling. Since helping over 100 large organizations with their data warehouses, she remains convinced that business acceptance is the true measure of data warehouse success. In addition to her consulting activities, Margy teaches the core Kimball University public classes and on-sites. She co-authored The Data Warehouse Toolkit (2nd Edition), The Data Warehouse Lifecycle Toolkit (2nd Edition) and The Kimball Group Reader and regularly writes the Data Warehouse Designer column for Intelligent enterprise. Before launching the Kimball Group, Margy co-founded DecisionWorks Consulting, Inc. in 1994 with Bob Becker and Nancy Rinn. She had previously worked at Metaphor for ten years in a variety of consulting and management positions, including responsibility for Metaphor s Customer Database Marketing business unit. Margy began her career with Arthur Andersen (now Accenture) Consulting. She graduated with a BS in Industrial Engineering from Northwestern University. WARREN THORNTHWAITE Warren Thornthwaite has been building data warehousing and business intelligence systems since Warren worked at Metaphor for eight years, where he managed the consulting organization and implemented many major data warehouse systems. After Metaphor, Warren managed the enterprise-wide data warehouse development at Stanford University. He then co-founded InfoDynamics LLC, a data warehouse consulting firm, with Joy Mundy. Warren joined up with WebTV to help build a world class, multi-terabyte customer focused data warehouse before returning to consulting. In addition to designing data warehouses for a range of industries, Warren has extensive experience helping clients develop scalable, practical information access architectures. He holds an MBA in Decision Sciences from the University of Pennsylvania's Wharton School, and a BA in Communications Studies from the University of Michigan. He co-authored and The Data Warehouse Lifecycle Toolkit (2nd Edition), The Microsoft Data Warehouse Toolkit (2nd Edition) and The Kimball Group Reader.

3 Why attend The data warehouse and business intelligence (DW/BI) system continues to be one of the most organizationally complex and technically interesting IT projects. This Kimball University course prepares you to successfully implement your DW/BI environment by distilling the essential elements of the popular Kimball approach as described in the bestselling book, The Data Warehouse Lifecycle Toolkit (2nd Edition). This course is packed with specific techniques, guidance and advice from initial project planning through deployment and maintenance. It is taught through a combination of lectures, class exercises, small group workshops, and individual problem solving. Data Warehouse / Business Intelligence (DW/BI) Lifecycle in Depth is appropriate for anyone who is new to DW/BI and wants to learn a holistic set of best practices from the beginning, or for anyone who has been through a couple projects and wants to refine their methods to better align with the proven, broadly-accepted Kimball approach. Venue In the very heart of the city centre, the Sheraton Hotel Stockholm is perfectly located for anyone wishing to connect to the Swedish capital. Two minutes from the Central Station and just across the bridge from Stockholm's delightful Old Town. SHERATON STOCKHOLM HOTEL Tegelbacken 6, Box Stockholm Sweden T: F: E: sheraton.stockholm@sheraton.com W: Who should attend This course is designed for all major roles on a DW/BI project, including project managers, business analysts, data modelers and database administrators, architects, and ETL or BI application designers/developers. Prerequisites Students should be: Able to name and describe in a few words the main operational systems of his or her organization. Able to name and describe in a few words the main business concerns of the end users in his or her organization. Somewhat familiar with basic data modeling concepts such as referential integrity. However, the absence of these abilities and familiarity will not keep you from profiting from the course. There is no need for any kind of preparatory DW/BI course prior to this course. Registration fee The fee for this 4-day course is EUR 2.695,00 per person. This includes four days of instruction, lunch and morning/afternoon snacks, course materials and a KU Certificate of Completion. Students receive a copy of The Data Warehouse Lifecycle Toolkit (2nd Edition). We offer the following discounts. Discounts cannot be combined. 10% Early Bird discount for students registering before 30 September Payment must be received before the cut off date to receive the discount. 10% discount for groups of of 3 or more students from the same company registering at the same time. 20% discount for groups of 5 or more students from the same company registering at the same time. Register 5 students, only pay for 4. Note: Groups that register at a discounted rate must retain the minimum group size or the discount will be revoked.

4 Course Outline Introduction to the Kimball Lifecycle Approach Roadmap of project tasks Program/Project Planning and Management Readiness factors Risk assessment and mitigation plans Scoping and business justification Team roles and responsibilities Project plan development and maintenance Program management Business Requirements Definition Program versus project requirements preparation Requirements gathering participants Techniques for gathering requirements and handling obstacles Program/project requirements deliverables Requirements prioritization Dimensional Modeling Role of dimensional modeling in the Kimball, Corporate Information Factory (CIF) and hybrid architectures Fact and dimension table characteristics 4-step process for designing dimensional models Transaction fact tables Fact table granularity Denormalizing dimension table hierarchies Degenerate dimensions Date and time-of-day dimension considerations Dealing with nulls Surrogate key for dimensions Star versus snowflake schemas Centipede fact tables with too many dimensions Factless fact tables Additive, semi-additive, and non-additive facts Workshop: Converting requirements and source data realities into dimensional model Consolidated fact tables Dimension table role-playing Allocated facts at different levels of detail Complications with operational header/ line data Multiple currencies Junk dimensions for miscellaneous transaction indicators Periodic and accumulating snapshot fact tables Implications of business processes on data architecture Enterprise Data Warehouse Bus Architecture and matrix for master data and integration Conformed dimensions identical and shrunken roll-ups Exercise: Translate business requirements into DW Bus Matrix Slowly changing dimensions type 1, 2, 3 and hybrid techniques for current and point-in-time attribute values Mini-dimensions for large, rapidly changing dimensions Exercise: Design review to identify common dimensional modeling flaws Design review dos and don ts and mistakes to avoid Dimensional modeling process, tasks, and deliverables Exercise: Design enhancements to embellish existing design Exercise: Convert E-R model into dimensional model Mature DW/BI System Check-ups Symptoms of sponsorship, data, infrastructure, and business acceptance disorders Prescribed treatment plans for common maturity problems Technical Architecture Design Architecture concepts Topology options: independent data marts, enterprise data warehouse, and conformed data warehouse Common components and functionality - ETL system - Exercise: Processing slowing changing dimensions type 2 - Presentation servers (RDBMS/OLAP) - Real time options: direct to source, ODS, real time layer - BI application types and services Creating the architecture plan Exercise: Translating requirements into architecture implications Product Selection and Installation Architecture-based evaluation approach and matrices Infrastructure considerations Metadata management Securing the system Physical Database Design Standards and naming conventions Physical model development Initial aggregation, indexing and storage plans Column-oriented database alternative Usage monitoring Extract, Transformation and Load Design the ETL system - Determine design patterns and implement key subsystems - Quality assurance and data validation system - Warehouse operations system ETL development workflow - Create high-level and detailed ETL schematics - Extract to create, filter and transfer source data - Cleaning and conforming dimensions and facts - Preparing and delivering dimensions and facts - Data integration and master data management - Dealing with data quality issues - Aggregate management - Load cycle management - Exercise: High-level ETL schematic case study BI Applications BI application types (ad hoc, standard reporting, analytic applications, dashboards) and audiences Specification of templates, applications and navigation framework Development of applications and BI portal DW/BI System Deployment and Support System deployment Communication and documentation Training and support On-going user, data and system maintenance DW/BI System Growth Planning for growth

5 FAX REGISTRATION FORM Course Details Data Warehouse / Business Intelligence Lifecycle in Depth November 2013 Stockholm EUR (ex. vat) Company Details Company Name: Contact Name: Address: Postal Code: City: Telephone: Fax: Website: Invoice Address: Country: Postal Address: VAT Number: Purchase Order no.: Student Details First Name: Last Name: Job Title: Gender: Telephone: Male Female Authorization Name: Job Title: Date: Signature: Registration Information Confirmation and Invoicing: upon receipt of your registration our customer service department will send you a customer information pack including details of payment and hotel information. Full payment is due prior to the course start date. Cancellations and Substitutions: Cancellations must be received in writing 20 working days prior to the course start date and are subject to a 20% administration fee. Otherwise the full registration fee remains due. As an alternative to cancellation you may transfer your place for the course to a colleague without extra costs, but Quest For Knowledge has to be informed about this transfer in advance. Quest For Knowledge reserves the right to cancel any course at anytime without any liability whatsoever, safe for the refund of the registration fee.

6 Quest For Knowledge The Netherlands Hoge Schouw 1H 4817 BZ Breda T: F: Belgium Uitbreidingstraat Antwerp T: F: Online info@q4k.com Organized by Quest For Knowledge Architecting an IT environment that stands the test of time begins with a sharp vision on the durability of all of its components. Quest for Knowledge (Q4K) concentrates on education and training on software and concepts that have a bright future in one of these interrelated disciplines: Data Warehousing, Business Intelligence and Customer Relationship Management. The Q4K Data Warehouse and Business Intelligence curriculum provides in the most comprehensive education and training available in the Benelux. With in depth Data Warehouse courses and a series of product oriented training classes for leading Business Intelligence solutions, Q4K training provides you with the best knowledge transfer and a sound foundation to make your projects successful. Visit our website or request our training catalog for a complete overview. Kimball University Kimball University (KU) is the definitive source for dimensional data warehouse education. KU provides the highest quality and most practical education consistent with KU instructors books and extensive experience in the dimensional approach. You ll learn from the best in the business. Kimball University offers public classes in venues around the US and internationally. In addition, KU teaches classes on-site at client locations. All class content is vendor neutral. With the support of Avega Group Avega Group is a consultancy company with specialized subsidiaries within IT and business development. Our mission is to match our customers needs with our employees expertise and focus, creating mutual success. Through our ability to attract and retain the most qualified consultants in each specialist area, we can support our customers in the development of the Nordic region's most complex and exciting projects. Within Business Intelligence, we provide specialists in all relevant areas; BI-management and governance, project management, architecture, data modeling, ETL-development, and report development. Through our consultants extensive experience, we are experts on the leading BI platforms, including Microsoft, IBM/Cognos, SAP/BO,Oracle and QlikView. Founded in 2000 and by focusing on quality in everything we do, we have grown organically and have always been profitable. Avega Group AB is since 2010 listed on NASDAQ OMX Stockholm, has approximately 400 employees, and is based in Stockholm, Malmo and Gothenburg. Bizware Bizware is a consultancy firm focused on helping clients develop successful Data Warehousing and Business Intelligence solutions. The Bizware team currently consists of 28 dedicated employees, all working in these fields. Critical success factors in Data Warehousing and Business Intelligence is a combination of a structured approach and the engagement of expert consultants. Bizware consultants each have over 10 years experience in the successful development of Data Warehousing and Business Intelligence solutions for major Swedish and international companies. Bizware projects range from the small to the very large, but focus mainly on Enterprise class Data Warehousing and Business Intelligence projects. We capture the large volumes of multisource, multi-format transaction data, transform, clean and deliver them to our clients business-critical applications. Bizware competency covers the entire Data Warehousing and Business Intelligence project, all the way from feasibility study, through requirements analysis, development, testing, delivery and the transition into daily operations. Areas of expertise: Strategic advice and procurement assistance, Developing the Data Warehouse and Developing Business Intelligence systems. Microsoft Microsoft AB established The company has today about 500 employees in Sweden and a broad portfolio of products, solutions and services. Microsoft has a strong focus in emerging areas as Big Data, Data Analysis, and Business Intelligence beside other well established solutions on the market. Well-known brands include SQL Server, Windows Server, Windows Phone, Office365, Xbox and Surface to name a few. Microsoft Sweden is a sale- and services organization with a broad base of customers that reach from enterprises, via small and medium sized businesses to consumers. Read more about Business Intelligence and Big data at following links: and