Business Dimensional Modeling with Laura Reeves
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The document discusses Business Dimensional Modeling (BDM), an approach to data modeling that focuses on ease of use and query performance. BDM captures relationships between business attributes and dimensions of facts from an end user perspective. It defines how users can access answers through drill paths and hierarchies. The document advocates engaging business users, automating processes like date dimension modeling, and using BDM and automated tools to improve BI project satisfaction rates. It provides tips for changing behaviors like partnering closely with the business and establishing focused teams to deliver BI solutions that meet objectives.
Business Dimensional Modeling with Laura Reeves
- 1. Build BI Apps Users Will Love With Business Dimensional Modeling Featuring Laura Reeves1
- 2. Industry thought leader and educatorPioneered Business Dimensional Modeling Architected and developed over 300 data warehouses / BI solutions for over 100 clientsPrincipal of StarSoft Solutions Inc., a consulting services firm focused on planning and designing high value, high performance Data Warehouse (DW) and BI Systems Author of A Manager’s Guide to Data Warehousing and co-author of the first edition of The Data Warehouse Lifecycle ToolkitTeaches internationally on dimensional modeling and managing the Data Warehouse LifecycleLaura Reeves2
- 3. Today’s AgendaThe BI Journey…where has it taken us so far
- 4. WHY and HOW you want to use BDM and project automation as part of your delivery process
- 5. How companies are applying it to make project success rates soar
- 6. And we will end with some specific how-to’s so you can begin applying these principles in your company – IMMEDIATELY.?what isBUSINESSINTELLIGENCENow 20 Years Later…4
- 7. “Business intelligence, or BI, is a variety of software applications used to analyze an organization’s raw data. Companies use BI to improve decision making, cut costs and identify new business opportunities. Business intelligence applications store and present key enterprise data so that anyone in a company can quickly and easily ask questions of accurate and timely data.”5
- 8. Simply put, BI delivers a data smorgasbord
- 9. BI continues to grow. Number one technology for last three years
- 10. #2 Most important technology (after anti-virus)
- 11. $7.5B (2008) growing at 6.3% CAGR to $10.2B (2013)7
- 12. And project velocity and demand continues to increase.“Agile BI: 1.) get development done faster; 2.) react quickly to changing business requirements”Source: Agile BI Out of the Box, April22, 2010.8
- 13. ?So, What Do Users Have To Say About Bi Project Delivery9
- 14. POLL: How satisfied are your end-users with theBI solutions your IT organization delivers? Overjoyed
- 15. Satisfied
- 17. Not Satisfied 10
- 18. NCC Survey: 87% of BI Projects miss objectives11
- 19. Users give BI failing marks when it comes toproject satisfaction87% of BI Projects miss objectiveProcess of asking questions too slow - 52%
- 20. System doesn’t have the data I need - 65%
- 21. Can’t ask the questions I need to - 55% Source: NCC SurveyAny of this sound familiar?
- 22. THE FIVE DREADED HOT ZONESWhere we get burned every time!1. We’ve made BI a technology, not a business solution2. We do the work and tell the users it is what they need3. We figure the latest BI tool will fix the problem4. We believe BI is easy and therefore anyone can do it5. We don’t follow a standard discipline (like our application development counterparts or each project to themselves!)
- 23. ?14
- 24. But, there is a stairway to heaven.15
- 25. How do I create the stairway to heaven?BI NirvanaHow do I get there?BI UtopiaChange behavior; automate the processChange behaviorAutomate everythingStep #2Engage the businessEngage the business16
- 26. How do I create the stairway to heaven?BI NirvanaHow do I get there?BI UtopiaChange behavior; automate the processChange behaviorAutomate everythingStep #2Engage the businessEngage the business17
- 27. Step 1: Engage the BusinessWe show them everything under the hood….18
- 28. When all they want is a brochure, test drive and have confidence that it’s going to work.Business Dimensional Modeling provides the brochure.Brochure and driving experience19
- 30. The Business Dimensional ModelTM (BDM) is a data model that captures relationships between business attributes and the dimensionality of facts in end user terms. This conceptual multi-dimensional model easily translates into both logical and physical database designs.Like a map,theBDM defines the ways users can get to the answers they are looking for.21
- 31. BDM focuses on ease of use and query performanceQuery PerformanceEase of UseEnsures data presentation makes sense to the businessProvides technical depth and performance speed22
- 33. Customers
- 34. Products
- 35. Dates
- 36. The relationship between dimensional attributes creates drill paths and hierarchies
- 37. Measurements of business events
- 38. Measured & monitored over time
- 39. Amounts and counts - the basis for all calculations
- 40. Examples:
- 41. Units ordered
- 42. Retail price
- 43. Amount paid
- 44. Gross margin
- 45. Revenue forecast
- 46. Loan balance23A BDM is comprised of dimensions and facts
- 47. Ease of use example:Mapping the way users want tolook at dates.CalendarYearCY 2010CalendarQuarterCY 2010 Q2CalendarMonthCY 2010 M07Day2010-07-0724
- 48. Ease of use example:Mapping the way users want tolook at dates.CalendarYearFiscal YearCY 2010CalendarQuarterFiscal QuarterCY 2010 Q2CalendarMonthFiscal MonthCalendarWeekDay of WeekWeekFiscal WeekCY 2010 M07CW 284-WednesdayDay2010-07-0725
- 49. Ease of use example:Mapping the way users want tolook at their CustomersCustomerCountryUSACustomerStatePA - PennsylvaniaCustomer CityPhiladelphia, PACustomerAcme Widgets, Inc.26
- 50. Ease of use example:Mapping the way users want tolook at their CustomersCustomerCountryUSACustomerStatePA - PennsylvaniaCustomer CityCustomerZip CodePhiladelphia, PA19115Customer RegionCustomerDate of 1stPurchaseProspectIndicatorCustomer StatusCustomerAcme Widgets, Inc.27
- 51. Example facts: Call Center Calls28
- 52. Example fact group design: Call Center CallsDimensionDateDayGrain (level of detail)CallsFactGroupCustomerCustomer29
- 53. Example fact group design: Call Center CallsDimensionDateDayGrain (level of detail)TimeMinuteCall OutcomeCall OutcomeCallsFactGroupCustomerCustomerCallCall Transac-tionEmployeeEmployee30
- 54. The model in action: How it worksDateCustomer Regions # of CallsCustomer31
- 55. The model in action: How it worksDateCustomer Regions # of CallsCallsCustomer32
- 56. Like the happy BMW owner, Business Dimensional Modeling ensures that we are:Answering the right questions
- 57. Optimizing for high performance=User satisfaction33
- 58. ?QUESTIONS34
- 59. How do I create the stairway to heaven?BI NirvanaHow do I get there?BI UtopiaChange behavior; automate the processChange behaviorAutomate everythingStep #2Engage the businessEngage the business35
- 60. Step 2: Automate everything36
- 61. Automating a date dimension37
- 62. Automating a date dimension38
- 63. Automating a fact group design39
- 64. Automating a fact group design40
- 65. Align your business vocabulary with built in CollaborationApprovalProcess?A product, platform, or service that our company sells or intends to sell to customers to generate revenue.41
- 66. Align your business vocabulary with built in CollaborationI like the word “offering” as a more succinct way to say “product/platform or service.”ApprovalProcess?Should be “customer or prospect”A product, platform, or service that our company sells or intends to sell to customers to generate revenue.Facilitated Resolution42
- 67. 43Test Drive
- 68. Business Specific Subject Areagenerates your?BI Solutionfrom a business modelUser Access Layer BI PlatformQuery, Report, OLAP, PredictiveSubject AreaData Mart(s)OLAPCubesBalanced Insight Consensus®Online Wiki, Rapid Deployment KnowledgebaseData Warehouse(EDW)Landing Area (ODS)System Intake (ETL)OracleAppsSAP…Lawson44
- 69. We have the brochure (BDM) and we now can test drive.The BI test drive is automated through Consensus45
- 70. POLL: What would users say about your engagement model or communication habits?46 The business is from Venus; IT is from Mars Users have no idea who we are or that we exist Interactions are confrontational at best We try to talk, but could use an interpreter Great communication – let’s do lunch again
- 71. How do I create the stairway to heaven?BI NirvanaHow do I get there?BI UtopiaChange behaviorChange behavior; automate the processAutomate everythingStep #2Engage the businessEngage the business
- 72. 48Create a focused team
- 73. Partner with the business
- 74. Adjust expectations to reality
- 75. Celebrate progressChanging Behavior: 4 Keys to Getting BI Right
- 76. 1: Create a focused team Represent multiple business perspectives.
- 77. Include both Business and IT representation
- 78. Get organized:
- 79. BI Competency Center (BICC)
- 80. BI Center of Excellence (BICOE)
- 81. BI Solution Center (BISC)49
- 82. 2: Partner with the businessTake time to learn the business
- 83. Speak in business terms
- 85. Collaborate
- 86. LISTEN!50
- 87. 3: Adjust expectations to reality Can’t have everything at once
- 88. Make choices that deliver business value
- 89. Be fiscally responsible
- 90. COMMUNICATE!51
- 91. 4: Celebrate progressReflect on where you havecome from
- 92. Measure success one stepat a time
- 94. So, here’s what you need to do…(no need to write it down, we will email it to you)Engage with the BusinessAsk the business what they think of you & your teamAsk the business how you could be betterEducate yourself on BDMBuy Laura’s book (some lucky folks will get one free for attending today) Attend Laura’s course (next 2/13 @ TDWI Las Vegas)Ask us about Laura’s onsite courses (1 to 3 days)Begin to develop and document your Business Dimensional Model(s)Give your next BI Application a Test DriveGet a demonstration of ConsensusEstablish a proof project for Consensus and BDM53
- 95. Thank you.Tom HammergrenLaura ReevesEMAIL: tom.hammergren@balancedinsight.comPHONE: 513.322.1646 (o)TWITTER: @thammergren or @balancedinsightBLOG: www.balancedinsight.com/blogWEB: www.balancedinsight.comEMAIL: laura@starsoftinc.comPHONE: 630.971.3782WEB: www.starsoftinc.com54