Fact table linked to Slowly Changing Dimension - data-warehouse

I'm struggling to understand the best way to model a particular scenario for a data warehouse.
I have a Person dimension, and a Tenancy dimension. A person could be on 0, 1 or (rarely) multiple tenancies at any one time, and will often have a succession of tenancies over time. A tenancy could have one or more people associated with it. The people associated with a tenancy can change over time, and tenancies generally last for many years.
One option is to add tenancy reference, start and end dates to the Person Dimension as type 2 SCD columns. This would work well as long as I ignore the possibility of multiple concurrent tenancies for a person. However, I have other areas of the data warehouse where I am facing a similar design issue and ignoring multiple relationships is not a possibility.
Another option is to model the relationship as an accumulating snapshot fact table. I'm not sure how well this would work in practice though as I could only link it to one version of a Person and Tenancy (both of which will have type 2 SCD columns) and that would seem to make it impossible to produce current or historical reports that link people and tenancies together.
Are there any recommended ways of modelling this type of relationship?
Edit based on the patient answer and comments given by SQL.Injection
I've produced a basic model showing the model as described by SQL.Injection.
I've moved tenancy start/end dates to the 'junk' dimension (Dim.Tenancy) and added Person tenancy start/end dates to the fact table as I felt that was a more accurate way to describe the relationship.
However, now that I see it visually I don't think that this is fundamentally any different from the model that I started with, other than the fact table is a periodic snapshot rather than an accumulating snapshot. It certainly seems to suffer from the same flaw that whenever I update a type 2 slowly changing attribute in any of the dimensions it is not reflected in the fact.
In order to make this work to reflect current changes and also allow historical reporting it seems that I will have to add a row to the fact table every time a SCD2 change occurs on any of the dimensions. Then, in order to prevent over-counting by joining to multiple versions of the same entity I will also need to add new versions of the other related dimensions so that I have new keys to join on.
I need to think about this some more. I'm beginning to think that the database model is right and that it's my understanding of how the model will be used that is wrong.
In the meantime any comments or suggestions are welcome!

Your problem is similar to to the sale transactions with multiple item. The difference, is that a transaction usually has multiple items and your tenancy fact usually has a single person (the tenant).
Your hydra is born because you are trying to model the tenancy as a dimension, when you should be modeling it as a fact.
The reason why I think you have a tenancy dimension, is because somewhere you have a fact rent. To model the fact rent consider use the same approach i stated above, if two persons are tenants of the same property two fact records should be inserted each month:
1) And now comes some magic (that is no magic at all), split the value of the of the rent by the number of tenants and store it the fact
2) store also the full value of the rent (you don't know how the data scientist is going to use the data)
3) check 1) with the business user (i mean people that build the risk models); there might be some advanced rule on how to do the spliting (a similar thing happens when the cost of shipping is to be divided across multiple item lines of the same order -- it might not be uniformly distributed)

Related

HR Data Mart Design Advice

I am working on a design for an HR data mart using the Kimball approach outlined in 'The Data Warehouse Toolkit'.
As per the Kimball design, I was planning to have a time-stamped, slowly-changing dimension to track employee profile changes (to support point-in-time analysis of employee state) and a head-count periodic snapshot fact table to support measures of new hires, leavers, leave taken, salary paid etc.
The problem I've encountered is that, in some cases, our employees can be assigned to multiple roles/jobs and each one needs to be tracked separately (i.e. the grain of my facts has to be at job-level, not employee level).
How might the Kimball design be adapted to fit a scenario where employee and role/job form a hierarchy like this? Ideally, I want to avoid duplicating employee profile data (address, demographics etc) for each role/job an employee is assigned to, but does this mean I need to snow-flake the dimension?
Options I've been considering include the below - I'd be interested in any thoughts or suggestions the community has on this so all input is welcome!
1) (see attached, design 1) A snowflake-style approach with an employee table which has a 1-to-Many link role table, which, in turn, has a 1-to-many link with the fact table. The advantage here is a clean employee dimension but I don't want to introduce unnecessary complexity. Is there any reason why I shouldn't link both dimensions directly to the fact table? The snowflake designs I've seen don't seem to do this.
2) (see attached, design 2) A combined Employee/Role dimension where each employee has a record for each assigned role but only one on them is flagged as 'Primary Role'. Point-in-time queries on the dimension can be performed by constraining on the 'Primary Role' flag.
Anything that occurred is an event and can be a fact. When you look at relationships between data, you need to also ask if the data value describes the entity (dim) or something that happened to/with the entity(fact). Everything can be a dim or a fact.(sometimes both)
A job describes an event that happened to the employee. You should have a fact employeejob that relates to the Dim employee and Dim job (as well as your date dimensions). This will then allow you to break down absences by employee and job. Your dim job would really just be job title, pay grades, etc. The fact would contain effective dates. Research factless fact tables.
Note that your vacancy reference would be part of a separate fact (when/where did you post it, how many applicants are all measurable facts about the vacancy). This may also be an example of a degenerate dimension.
I'm not fond of your monthly fact. I think that should just be some calculated measures built on fact absence and fact employeejob. When those events are put up against your dimensions, you can break them down by date, job type, manager, etc.

Best Way to Store Contextual Attributes in Core Data?

I am using Core Data to store objects. What is the most efficient possibility for me (i.e. best execution efficiency, least code required, greatest simplicity and greatest compatibility with existing functions/libraries/frameworks) to store different attribute values for each object depending on the context, knowing that the contexts cannot be pre-defined, will be legion and constantly edited by the user?
Example:
An Object is a Person (Potentially =Employer / =Employee)
Each person works for several other persons and has different titles in relation to their work relationships, and their title may change from one year to another (in case this detail matters: each person may also concomitantly employ one or several other persons, which is why a person is an employee but potentially also an employer)
So one attribute of my object would be “Title vs Employer vs Year Ended”
The best I could do with my current knowledge is save all three elements together as a string which would be an attribute value assigned to each object, and constantly parse that string to be able to use it, but this has the following (HUGE) disadvantages:
(1) Unduly Slowed Execution & Increased Energy Use. Using this contextual attribute is at the very core of my prospective App´s core function (so it would literally be used 10-100 times every minute). Having to constantly parse this information to be able to use it adds undue processing that I’d very much like to avoid
(2) Undue Coding Overhead. Saving this contextual attribute as a string will unduly make additional coding for me necessary each time I’ll use this central information (i.e. very often).
(3) Undue Complexity & Potential Incompatibility. It will also add undue complexity and by departing from the expected practice it will escape the advantages of Core Data.
What would be the most efficient way to achieve my intended purpose without the aforementioned disadvantages?
Taking your example, one option is to create an Employment entity, with attributes for the title and yearEnded and two (to-one) relationships to Person. One relationship represents the employer and the other represents the employee.
The inverse relationships are in both cases to-many. One represents the employments where the Person is the employee (so you might name it employmentsTaken) and the other relationship represents the employments where the Person is the Employer (so you might name it employmentsGiven).
Generalising, this is the solution recommended by Apple for many-many relationships which have attributes (see "Modelling a relationship based on its semantics" in their documentation).
Whether that will address all of the concerns listed in your question, I leave to your experimentation: if things are changing 10-100 times a minute, the overhead of fetch requests and creating/updating/deleting the intermediate (Employment) entity might be worse than your string representation.

FactLoanVolume - One or Many Fact Tables

I am designing a Fact table to report on loan volume. The grain is one row per loan transaction. A loan has a few major milestones that we report on: In order of sequence, these are Lock Volume, Loan Funding Volume and Loan Sales Volume.
I have Lock Date, Loan Funding Date and Loan Sale Date as FK (there are other dimensions in addition to these) in the Fact table to role playing dimensions off my DimDate table.
My question is, should I create separate Fact Tables to report volume for each major milestone or should I keep all of this in one Fact Table and use a "far in the future" date (e.g., 12/31/2099) for a milestone on a loan that has not been met?
I have read the Kimball books but I didn't find a definitive answer(if one even exists).
Thanks
You may profit from immutable design, by setting the granularity more fine to the milestone level.
This gives you columns
transaction_id
milestone_type
milestone_date
in you fact table. The actual milestone of a transaction is the milestone from the last (most recent) record.
The one adavatage is that you may add new milestone types in the future, but the main gain is, that you never update your fact table - you use inserts only.
You may safe rollback a wrong ETL load, simple by deleting the records; which is while using updates much complicated.
You may also implement more complicated state diagrams, e.g. in case when some milestone is revoked and the transaction falls back in the previous state.
The question if you use one fact table or more depends on the fact if your milestones are homogenous or not. If the milestones have distinct attributes, you may get a more clean desing using dedicated fact tables, but the queries get complicated.
You would rather have only one Fact Table.
That following question and its conversation answer pretty well to the general question of " One or multiple fact tables? ", but maybe not to how to deal with your specific problem of dates.

calculated fields: to store in DB or not to store?

I am building a ruby on rails application where a user can learn words from a story (having many stories on his list of stories to learn from), and conversely, a story can belong to many users. Although the story is not owned by the user (it's owned by the author), the user can track certain personal things about each story that relate to him and only to him, such as how many words are left to learn in each of his stories (which will obviously differ from user to user).
Currently, I have a has_many :through relationship set up through a third table called users_stories. My concern/question has to do with "calculated fields": is it really necessary to store things like words_learnt_in_this_story (or conversely, words_not_yet_learnt_in_this_story) in the database? It seems to me that things like this could be calculated by simply looking at a list of all the words that the user has already learnt (present on his learnt_words_list), and then simply contrast/compare that master list with the list of words in the story in order to calculate how many words are unlearnt.
The dilemma here is that if this is the case, if all these fields can simply be calculated, then there seems to be no reason to have a separate model. If this is the case, then there should just be a join model in the middle and have it be a has_and_belongs_to_many relationship, no? Furthermore, in such a scenario, where do calculated attributes such as words_to_learn get stored? Or maybe they don't need to get stored at all, and rather just get calculated on the fly every time the user loads his homepage?
Any thoughts on this would be much appreciated! Thanks, Michael.
If you're asking "is it really necessary to store calculated values in the DB" I answer you. No, it's not necessary.
But it can give you some pros. For example if you have lots of users and the users call those values calculating a lot then it could be more winnable strategy to calculate them once in a while. It will save your server resources.
Your real question now is "What will be more effective for you? Calculate values each time or calculate them once in a while and store in DB?"
In a true relational data model you don't need to store anything that can be calculated from the existing data.
If I understand you correctly you just want to have a master word list (table) and just reference those words in a relation. That is exactly how it should be modelled in a relational database and I suggest you stick with it for consistency reason. Just make sure you set the indices right in the database.
If further down the road you run into performance issue (usually you don't) you can solve that problems then by caching/views etc.
It is not necessary to store calculated values in the DB, but if the values are often used in logic or views its good idea to store it in Database once(calculate again on change) and use from there rather then calculating in views or model.

Performance issues with complex nested RoR reservation system

I'm designing a Ruby on Rails reservation system for our small tour agency. It needs to accommodate a number of things, and the table structure is becoming quite complex.
Has anyone encountered a similar problem before? What sort of issues might I come up against? And are performance/ validation likely to become issues?
In simple terms, I have a customer table, and a reservations table. When a customer contacts us with an enquiry, a reservation is set up, and related information added (e.g., paid/ invoiced, transport required, hotel required, etc).
So far so good, but this is where is gets complex. Under each reservation, a customer can book different packages (e.g. day trip, long tour, training course). These are sufficiently different, require specific information, and are limited in number, such that I feel they should each have a different model.
Also, a customer may have several people in his party. This would result in links between the customer table and the reservation table, as well as between the customer table and the package tables.
So, if customer A were to make a booking for a long trip for customers A,B and C, and a training course for customer B, it would look something like this.
CUSTOMERS TABLE
CustomerA
CustomerB
CustomerC
CustomerD
CustomerE
etc
RESERVATIONS TABLE
1. CustomerA
LONG TRIP BOOKINGS
CustomerA - Reservation_ID 1
CustomerB - Reservation_ID 1
CustomerC - Reservation_ID 1
TRAINING COURSE BOOKINGS
CustomerB - Reservation_ID 1
This is a very simplified example, and omits some detail. For example, there would be a model containing details of training courses, a model containing details of long trips, a model containing long trip schedules, etc. But this detail shouldn't affect my question.
What I'd like to know is:
1) are there any issues I should be aware of in linking the customer table to the reservations model, as well as to bookings models nested under reservations.
2) is this the best approach if I need to handle information about the reservation itself (including invoicing), as well as about the specific package bookings.
On the one hand this approach seems to be complex, but on the other, simplifying everything into a single package model does not appear to provide enough flexibility.
Please let me know if I haven't explained this issue very clearly, I'm happy to provide more information. Grateful for any ideas, suggestions or comments that would help me think through this rather complex database design.
Many thanks!
I have built a large reservation system for travel operators and wholesalers, and I can tell you that it isn't easy. There seems to be similarity yet still large differences in the kinds of product booked. Also, date-sensitivity is a large difference from other systems.
1) In respect to 'customers' I have typically used different models for representing different concepts. You really have:
a. Person / Company paying for the booking
b. Contact person for emergencies
c. People travelling
a & b seem like the same, but if you have an agent booking, then you might want to separate them.
I typically use a => 'customer' table, then some simple contact-fields for b, and finally for c use a 'passengers' table. These could be setup as different associations to the same model, but I think they are different enough, and I tend to separate them - perhaps use a common address/contact model.
2) I think this is fine, but depends on your needs. If you are building up itineraries for a traveller, then it makes sense to setup 'passengers' on the 'reservation', then for individual itinerary items, with links to which passenger is travelling on/using that item.
This is more complicated, and you must be careful to track dependencies, but the alternative is to not track passenger names, and simply assign quantities to each item (1xAdult, 2xChildren). This later method is great for small bookings, so it seems to depend on if your bookings are simple, or typically built up of longer itineraries.
other) In addition, in respect to different models for different product types, this can work well. However, there tends to be a lot of cross over, so some kind of common 'resource' model might be better -- or some other means of capturing common behaviour.
If I haven't answered your questions, please do ask more specific database design questions, or I can add more detail about specific examples of what I've found works well.
Good luck with the design!

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