Data warehouse reporting questions - data-warehouse

I've just begun diving into data warehousing and I have one question that I just can't seem to figure out.
I have a business which has ten stores, each with a certain employees. In my data warehouse I have a dimension representing the store. The employee dimension is a SCD, with a column for start/end, and the store at which the employee is working.
My fact table is based on suggestions the employees give (anonymously) to the store managers. This table contains the suggestion type (cleanliness, salary issue, etc), the date it was submitted (foreign keyed to a Time dimension table), and the store at which it was submitted.
What I want to do is create a report showing the ratio of the number of suggestions to the number of employees in a given year. Because the number of employees changes periodically I just can't do a simple query for the total number of employees.
Unfortunately I've searched the web quite a bit trying to find a solution but the majority of the examples are retail based sales, which is different from what I'm trying to do.
Any help would be appreciated. I do have the AdventureWorksDW installed on my machine so I can use that as a point of reference if anyone offers a suggestion using that.
Thanks in advance!

The slowly changing dimension should have a natural key that identifies the source of the row (otherwise how would it know what to compare to detect changes). This should be constant amongst all iterations of the dimension. You can get a count of employees by computing a distinct count of the natural key.
Edit: If your transaction table (suggestion) has a date on it, a distinct count of employees grouped by a computed function of the suggestion date (e.g. datepart (yy, s.SuggestionDate)) and the business unit should do it. You don't need to worry about the date on the employee dimension as the applicable row should join directly to the transaction table.

Add another fact table for number of Employees in each store for each month -- you could use max number for the month. Then average months for the year, use this as "number of employees in a year".
Load your new fact table at the end of each month. The new table would look like:
fact table: EmployeeCount
KeyEmployeeCount int -- surrogate key
KeyDate int -- FK to date dimension, point to last day of a month
KeyStore int -- FK to store dimension
NumberOfEmployes int -- (max) number of employees for the month in a given store
If you need a finer resolution, use "per week" or even "per day". The main idea is to average the NumberOfEmployes measure for a given store over the year.

Related

Periodic snapshot fact table with large dimensions

I have been asked to model a star diagram.
I have 3 dimensions:
Date (day,month, year, week, quarter, ...)
place (500 distinct values)
Product (80k different products)
The main question is how many items (products) are stored at the end of a day in every place.
After some study-time with regards to dimensional modeling. I think I should implement a Periodic snapshot table. However reading trough the Kimball Docs, I noticed that a periodic snapshot demands an entry for every combination of the dimensions. This means I should add 40M rows every day (80k*500).
Knowing that the products are (real) slow movers and that many places store zero products during long periods, this sounds like an extreme overkill.
FYI the transactions in the source DB are 150k rows after three years.
So should I really add 40M rows every day, or could I just add the non-empty stores with their products specified? Also if for whatever reason one day all stores are empty, should I make an entry for that day (with dimensions N/A for store and product)?
You modeled correctly. It depends from the specifications, but normally you store only the products that are present in a location (you do not store zeroes), which could yield a number substantially lower than the maximum 80k.
If you want to further reduce your numbers, you could store the last N days and then start to move data in a "cold" table. You store (say) last 10 day snapshot, then only monthly snapshots in the main "hot" Fact Table.
Do not exclude the possibility to calculate the snapshot on the fly in report system, depending on your environment it could be easy (in MDX or DAX for example it is). Mixed solutions are also possible (i.e only the last month calculated on the fly).

Fact tables with different level Date Dimension Data as Date Dimension Key

I am a beginner in warehousing. I have two facts Which their names are sales and budget.
I can put days (Date Dimension key) in my sales Fact, but the table i have for budget can be just in month detail. so i don't know what i should do. would you please tell me what are the best practices in this case?
regards
Mana
In this scenario, I generally find it easiest to store the month level data always on either the first/last day of the month. This way, you can still aggregate up to month from date and compare sales & budget; and you will only store the budget value once a month as intended. This would also help if down the road you're asked to store the budget data at the day level.
If you don't want to use this approach, then you would want to snowflake out your date dimension and have a separate month dimension, and then your budget fact table can FK to this new dimension.

Algorithm for tracking changes in value over time

I am writing a rails app that deals with product inventory. I would like to include the following features, and am struggling with developing an efficient algorithm:
View stock history (how many were in stock on each date)
Quantity removed from warehouse, and quantity added to warehouse over specific periods of time
Amount of time the product was out of stock in any given period
My questions are as follows:
What is the best way of tracking changes? In addition to my Products
table, should I create another table called
HistoricProductQuantities, and insert a new record each time there
is a change in the quantity?
What number should I track? The historic stock quantity (i.e. 50 in
stock on this day, 24 in stock on that day), or the CHANGE in stock
quantity i.e. -5 (5 sold) or 15 (15 added to inventory)? Or do I
track both in separate tables?
Thanks for your help.
First of all I recommend implementing Date Dimensions on your application, as it seems like you will be doing a lot of Time related calculations. Search on Google for date dimensions as it's beyond the scope of your questions. That said, I believe it will be of great benefit for your app to implement and use date dimensions.
As far as your direct questions go:
What is the best way of tracking changes? In addition to my Products table, should I create another table called HistoricProductQuantities, and insert a new record each time there is a change in the quantity?
Yes you could do this, I would probably call it HistoricProductSnapshot and keep track of the product activity in there on daily basis. With this information as well as time dimensions you could do calculations such as "how many of Product X Did we have 5 days ago or a month ago etc etc."
What number should I track? The historic stock quantity (i.e. 50 in stock on this day, 24 in stock on that day), or the CHANGE in stock quantity i.e. -5 (5 sold) or 15 (15 added to inventory)? Or do I track both in separate tables?
I do not have experience writing inventory control software but I believe with the Snapshot table I mentioned on the question above you would only have to keep track of quantities per day. The Change in product counts could then be calculated from your snapshot table. You could for example have a function that will output the product amount in a given time range as an array. Example: From March 1 to March 7 these were the stock amounts for Product Y [45,40,39,27,22,45,44].
Hope that helps. As I said I am not a product inventory guy but I have worked with Point of Sales Systems and the procedure above should give you a could enough start for what you are trying to do.
This gem could be usefull for tracking changes in models https://github.com/collectiveidea/audited
Keep the data raw. I would personally create a new data entry every day, displaying how much items you have in stock per day. Or you can make the interval much shorter, such as every 12 hours.
For our particular use case:
We had a table called Days, which had a many to many relationship with products, and each "relationship" will have a value called quantity (to keep track of quantity of product per day). Additionally per relationship, we had another value for the relationship with transactions (a one to many relationship) that has the entries for the time of transaction and remaining stocks.
I would personally advise you to use the quantity of stock as the raw data, as it will enable you to gather the data such as how much items were removed during a certain transaction, when the item was out of stock and when it became in stock, all through the data. When you have data in which you need to perform statistical calculations on, it's best to store this data as raw values (quantity of the item).

"Relationship may be needed" although relationship is set

I have two simple table in Excel 2010 - Products and Sales:
I then linked them into PowerPivot - and here created the relationship from Sales.ProductId to Products.Id - like this:
Now I'm trying to build a Pivot that for each productId in the Sales table also shows me the Category and the PurchasePrice from the ProductTable. However, here I'm stuck - because the relationship is somehow faulty. When configuring the Pivot, I get a message Relationship may be needed even if the relationship already exists. The resulting - wrong - pivot table looks like this:
though I'm actually trying to achieve this:
I know that I could create calculated columns in the Sales table of PowerPivot and pull all required data using the RELATED DAX function - but as the real world project requires a lot of joins and fields I'm hoping that there's a better solution than this workaround...
I uploaded the example file here.
Peter,
Your question was a bit more tricky than I first though and I spent quite some time digging around, but I think I found the solution after reading this article about making distinct count in related tables.
I have updated your source file (so that Sales table contains more than 1 sales per product) and uploaded it to my public Dropbox folder.
You can see that I created 4 new calculated measures to illustrate my solution and to make it a bit easier to understand (Excel 2010 terminology, in 2013 it's Calculated Field):
Sales Price Total
=SUM(Sales[SalesPrice])
Products Sold
=COUNT(Sales[ProductId])
Purchase Price per Item
=CALCULATE(SUM(Products[PurchasePrice]),Sales)
Purchase Price Total
=[Purchase Price per Item] * [Product Sold]
The key difference here is the formula for calculating purchase price per item. The reason why you should SUM the product purchase price within CALCULATE function is explained in great detail in the linked article (even though in a bit different context):
In this way, any filter active on Sales (the related table) propagates
to the lookup table.
There might be some other parts I missed, but I have tried this in couple other examples and it simply works as it should:

Joining Two Data-sets in PowerPivot by Month

I've got 2 different data sets, revenue and contracts sold, that I need to join based off of year and month in PowerPivot so when I use my slicers, they'll filter accordingly. I know part of this will involve coming up with some temp tables for year and month but I can't get those to work. In the contracts sold table, there is an actual date column which I'm then using to format the year/month in "MM-MMM" format:
However, the revenue comes in only as a YYYYMM format:
So the solution would have to take into account this aspect as well. It's been a while since I've dealt with PowerPivot and I recall the PowerPivotPro or Kasep de Jonge's site containing something about linking tables based off of common month but I can't find those pages anymore. If anyone could point me in the right direction or give me some insight, it'd be greatly appreciated.
I'm using Excel 2010 with PowerPivot version 11.0.3000.0.
Thanks,
Joshua
Joshua, I think the solution can be quite simple:
In the contracts sold table, create a new calculated column (a new column within a powerpivot window) that would give you the same date format as is in the revenue table (YYYYMM).
Use Create Time Dimension app in Excel 2013 -- this app creates a date-table with unique dates which makes everything much easier. As with the other table, create a new calculated column with the same format (YYYYMM).
Make a relationship between those tables -- the date table will be linked to revenue as well as contracts.
Created required measures (like sums of revenue, number of contracts etc.).
Place a new pivot table - rows will probably be date-based (YYYYMM), with measures coming from both tables it should be easy to create a report that you need.

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