THE DATA WAREHOUSE WORKSHOP Turning Aspiration into Reality

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1 THE DATA WAREHOUSE WORKSHOP Turning Aspiration into Reality The Challenge As he passed the bed, on his way to the desk, Fred tossed his mail onto the comforter and quickly plopped down in his chair. It had been 45 minutes since he checked his . Maybe something new had come in. Zero unread messages. Drat. Job searching proved to be exhausting... even though he was just doing a lot of waiting. Having worked for a few years as a Claims Analyst for a local insurance agency, Fred had acquired a keen interest in data warehousing. Not only did he love to work with data, but his skills had been affirmed by his colleagues. So, he wanted to make a career out of it. Having read up on data warehousing concepts and even taking a couple of online courses, Fred knew that he was ready to make an impact in the market place. For a few months now, the resumes had gone out daily. A few requests for phone interviews had come in. Beyond that... silence. Fred had even considered jumping over to the business intelligence team at his current company. But, his director was a busy guy. And Fred didn't know how to approach him with nothing but ambition. Feeling demoralized, Fred grabbed the mouse and logged on to another job board. Maybe... just maybe his luck would change. ************************* The Solution Fred's frustration is a typical issue that affects those in his line of work. I know because I've been there. Fred knows that he's passionate about what he wants to offer an employer and he knows that he knows his stuff. However, neither the passion nor the aptitude is getting through. It's interesting that other industries have normalized the need to display a skillset before services are ordered. We expect to see sample photographs before hiring a photographer. Food is almost always sampled before hiring a caterer. While data warehousing (at least, the database piece) is more of a backend function as opposed to being visual, what if we can somehow make it visual? I think we can. By creating a fictitious business scenario, a star schema (or multiple) that can be used to analyze that business process, and then putting those items into a web based portfolio, we can help to make our backend skills much more visual. Page 1 of 6

2 I used to think that portfolio-based job seeking was only appropriate for the artistic industries. Had I understood otherwise, I would have saved myself a lot of heartache when I was starting out in this great industry. Do you want to see my proposed solution to Fred's problem? Keep reading! Step 1: Create a Business Context In order to pitch your skills, you will need a good business context. So, do you want to build an HR system? Are you most familiar with sales, meaning that you are familiar with a CRM? Do you know real estate real well? Something else? The point is that business intelligence always exists within the context of a business. So we need to create one (a context, that is). A portion of my portfolio speaks to helping some (fictitious) users analyze their HR data related to employees taking time off. Here's what it says: Every pay period, those employees that have worked less than 5 years receive 4 hours of personal time and 3 hours of sick time. Those that have worked for five years or longer receive 6 hours of personal time and 5 hours of sick time. An employee that leaves and then comes back has to begin accruing that seniority all over again. Also, the leave does not carry over when there is a gap in employment. If an employee moves to a new position with no gap in employment, then the leave accrual continues with no interruption. An employee may be paid for taking personal leave, sick leave, or comp time. Unpaid leave is also an option. The users would like to see when leave is taken and accrued. So, we have the rules defined. First, do that for your context. Draw on your experience to come up with a fictitious business context. Notice that I haven't spoken to the technical details yet. We don't need to get lost in HOW the business stores this today (that comes next). Step 2: Design a System OK, now we get to design stuff. How is this data stored today? What are the structures of the tables in the source system from which we will populate our fictitious data warehouse? What are the caveats? The piece of my portfolio that pertains to the HR data that I spoke to previously says this: The source system only records actual leave taken. The leave bank is not stored in the source system, so that logic will need to be written into the ETL. The accrued leave becomes effective the last day of the pay period, so that is the day to which the accrued leave will be attached. The leave used will be attached to the day on which it was taken, which is stored in Page 2 of 6

3 the source system. Because the type of leave, which is stored in the LEAVE_TYPE.TYPE field, has no other grouping it will be treated as a degenerate dimension. These requirements introduce an interesting challenge since a change in position with no gap must keep seniority when calculating the leave bank. It must start over with seniority otherwise. Notice the "interesting challenge" that I spoke to. Feel free to throw some of these in there to show that you are able to think through some of these "interesting" situations. Also, at this point, depending on your time, you may want to provide some ERDs that describe these tables. Remember, however, not to get lost in questions like: 1) Which technology will I use to build this? 2) Where will it be stored/hosted? 3) How am I going to get the data for it? Those answers will come later. For now, just design. Step 3: Build the Source System Now, here's the fun part, for a technical mind at least. Build the fictitious system and put some data into it! I realize that it may be tempting to load a small amount of data into a tool like Microsoft Access. While I won't say in so many words not to do this, I will advise against taking that approach. Working with a data warehouse involves working with a lot of data. Albeit, this is not the only resource for this kind of thing, The Data Warehouse Workshop was written to show you how to warehouse a fairly sizeable dataset in Oracle (a powerful, yet complex technology). Yes, that takes a bit to set up but it will show an employer that you can work with large datasets (I'm not talking about insanely massive datasets, just large ones). So, a few ideas that will enable you to do this are: 1) Find somebody who will let you create a schema in an enterprise deployment of Oracle, SQL Server, or something comparable. 2) Load a free version of Oracle, SQL Server, or something similar onto a box somewhere. 3) Create a virtual machine with the database software. I know this part can be tedious but it is well worth it. It will show the employer that you have touched a system that is often used for this kind of thing in the industry. Small solutions like Microsoft Access do not fit into this category. Now that we have that out of the way, build your source tables using your system of choice and populate them. Have some fun coming up with some fictitious data (don't use real data unless you have permission from the owners). Enjoy this part! It's pretty cool for a technical mind! Page 3 of 6

4 Step 4: Design the Star Schema Now, we have a source system to work with and it is time to design a star schema. You may need to revisit the business context at this point. Put your warehousing skills to work and design some good fact and dimension tables. As with step two, some ERDs here will be great. Step 5: Write the ETL Now comes the meat and potatoes. OK, maybe it s just the potatoes, because step four kind of goes along with this too. Put on your coding hat and write the ETL. If you are using Oracle, you'll be doing this in PL/SQL. If you are using Microsoft SQL Server, you'll be using T-SQL. The coding language doesn't really matter. Just make sure that you get the data into the star schema correctly. Make sure that keys are assigned correctly. Make sure that data is appropriately cleansed. Make sure that jobs are logged properly (begin time, end time, errors, etc.). Have fun, but do it right! The portfolio needs to include your approach to verification. In my book, The Data Warehouse Portfolio, I said that ETL developers are not hired to write ETL. They are hired to write ETL correctly. That being the case, a good developer needs to know how to make sure that revenue of $1,250, in quarter one is actually correct. Write the SQL statements that are needed to verify those amounts between your source and target databases and save them. The recipient of your portfolio will want to see them (or at least see the approach that you took). Step 6: Show It Off Whew! That was exhausting! Are you as tired as I am? What? We're not quite done? Hang on, let me get a little more caffeine in me... OK, ready! Now may come the most critical part. Being a great data warehouse developer is awesome. But it won't help you if nobody knows that you are such a great developer. So, tell them. At this point, I would suggest creating a web based portfolio to show off these skills. It should include: 1) A home page in which you describe your interests, passions, and goals in the area of data warehousing. 2) An area in which your business context is described. 3) The source system that you created, preferably with ERDs. If you went the Oracle route, I would also include the scripts that will create and populate the source system tables. 4) The star schema that you created. Again, if you went the Oracle route, I would also include the scripts that will create (not populate since the ETL does that) the target tables. 5) The ETL itself (the PL/SQL procedure, VBA module, or whatever it is). Now it is time to share it. If you are looking to get onto a Business Intelligence team in your organization, send an to the director of that group with a link to your portfolio. Chances are, that director is in one of two boats. He may be currently hiring for some open positions. Your portfolio (assuming it is very professional) should catch his eye and make your communication to him float to the top. Secondly, even if he is not hiring, he may be in need of some more help on his team. Your portfolio Page 4 of 6

5 and initiative will, more than likely, be music to his ears since you essentially did the work and came to him. If things don't work out there, look outside of your organization. There is always business intelligence work to be done. Work hard on the front end. Put together a very professional portfolio and be very professional in your outreach. Finally... This may be all you need to get started. If so, go for it! However, if you need a little more direction, consider The Data Warehouse Portfolio. In that book, I describe the entire process that I used to create my portfolio. It even includes appendices that document how to create the portfolio using Google Sites (a free option). ************************* The Result Fred took one last sip of his water before stepping into the hallway. His two o'clock meeting with Stan, the Director of Business Intelligence at his current company, had been on his mind all week. He had a good feeling and he had good reason to. The last few weeks had consisted of a few late nights but nights well-spent. His diligence had resulted in a very professional online portfolio showcasing his newfound skills in data warehousing. His professional to Stan with a link was met with open arms, as well as a meeting invitation. "Hi Fred!" said an energetic Stan, as Fred poked his head into Stan's office. "Is this still a good time?" asked Fred. "Yes, yes, come on in and have a seat," said Stan. "So, tell me about this portfolio." Fred enjoyed describing what he had put together as well as responding to Stan's inquiries as to why he took certain approaches to writing his ETL. Following their in-depth look at the portfolio, Stan sat back in his chair and took on a more casual tone. "You know, Fred, you're really a lifesaver," said Stan with a chuckle. Fred gave him an inquisitive look. Stan picked up a large stack of papers. "All resumes," said Stan. "I hate these things. I was about to go crazy reading them. Your made my decision a whole lot easier." "So, you have an open position?" asked Fred. Page 5 of 6

6 "Hopefully, not for much longer," said Stan with a smile. "Let me talk over a few things with my team and then I expect to get with HR in the next day or two." "I appreciate the opportunity," said Fred as they stood to shake hands. "And I appreciate the creativity," said Stan. "Well done." Page 6 of 6

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