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Home > Business & Other > Project Management > Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology
Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology
Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology

Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology: Take your data warehousing and business intelligence to the next level with this practical guide to Oracle Database 11g. Packed with illustrations, tips, and examples, it has over 80 advanced recipes to fine-tune your skills and knowledge.

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Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology

Chapter 2. Establishing the Project

Successful projects are like good directions—they have step-by-step instructions on how to get from your origin to the destination. A good foundation with an efficient, lightweight, set standard work practice, aids greatly in the success of a project and establishes an effective project delivery methodology. This chapter has recipes to set up the project delivery phases for a consistent way to deliver, manage, and estimate the efforts for a project. Recipes include:

  • Creating Definition work practice

  • Creating Data Discovery work practice

  • Creating Development work practice

  • Creating Testing work practice

  • Creating Promote work practice

  • Creating Production work practice

  • Building a standard work breakdown structure

  • Identifying and quantifying the effort drivers

  • Creating your estimation tool

Introduction

This chapter explores the recipes designed to show you how to build repeatable phases for your project with standard tasks. Once you have the standard tasks, you are in...

Introduction

This chapter explores the recipes designed to show you how to build repeatable phases for your project with standard tasks. Once you have the standard tasks, you are in a position to determine effort drivers and build an estimation tool.

Creating Definition work practice

The definition work practice outlines the definition phase of the project. The purpose of this work practice is to highlight the major deliverables/products and processes. The definition phase defines the project and captures the requirements.

Getting ready

Before starting, it is important to have an understanding of your project methodology and determine:

  • The existing work practices

  • The key roles which will be involved in the work practice

How to do it...

Work practices are best created as a visual tool. To do this, start up a diagramming tool such as Microsoft Visio or Microsoft PowerPoint.

  1. 1. In the diagramming application, create a new diagram called Work Practices.

  2. 2. Create a tab or a slide called Definition.

  3. 3. On the diagram, create swimlanes. In each swimlane, add the key role.

  4. 4. Step through this phase of the project logically, and add the key products/deliverables and processes.

  5. 5. A sample definition work practice is shown here:

  6. 6. Once you have...

Creating Data Discovery work practice

The data discovery work practice outlines the data discovery phase of the project. The purpose of this work practice is to highlight the major deliverables/products and processes. The data discovery phase analyzes the sources of information in detail, to determine patterns, and also to determine the similarities and differences of the source systems. This is a very interactive and exploratory phase.

Getting ready

Before starting, it is important to have an understanding of your project methodology and determine the key roles that will be involved in the work practice.

How to do it...

Work practices are best created as a visual tool. To do this, start up a diagramming tool such as Microsoft Visio or Microsoft PowerPoint:

  1. 1. In the diagramming application, create a new tab or slide called Data Discovery.

  2. 2. On the diagram, create swimlanes. In each swimlane, add the key role.

  3. 3. Step through this phase of the project logically, and add the key products/deliverables...

Creating Development work practice

The development work practice outlines the development phase of the project. The purpose of this work practice is to highlight the major deliverables/products and processes. The development phase defines the way the project deliverables are built, and the major components required.

Getting ready

Before starting, it is important to have an understanding of your project methodology and determine:

  • The existing work practices

  • The key roles which will be involved in the work practice

How to do it...

Work practices are best created as a visual tool. To do this, start up a diagramming tool such as Microsoft Visio or Microsoft PowerPoint:

  1. 1. In the diagramming application, create a new tab or slide called Development.

  2. 2. On the diagram, create swimlanes. In each swimlane, add the key role.

  3. 3. Step through this phase of the project logically, and add the key products/deliverables and processes.

  4. 4. A sample development work practice is shown here:

  5. 5. Once you have created...

Creating Testing work practice

The testing work practice outlines the testing phase of the project. The purpose of this work practice is to highlight the major deliverables/products and processes. The testing phase defines how deliverables will be assessed, and defects corrected. This work practice does not cater to all the different testing that can be performed on a project, but rather for testing specific components of the project.

Getting ready

Before starting, it is important to have an understanding of your project methodology and determine:

  • The existing work practices

  • The key roles which will be involved in the work practice

  • If testing is executed within your projects

How to do it...

Work practices are best created as a visual tool. To do this, start up a diagramming tool such as Microsoft Visio or Microsoft PowerPoint.

  1. 1. In the diagramming application, create a new tab or slide called Testing.

  2. 2. On the diagram, create swimlanes. In each swimlane, add the key role.

  3. 3. Step through this...

Creating Promote work practice

The promote work practice outlines the promote phase of the project. The purpose of this work practice is to highlight the major deliverables/products and processes. The promote phase defines how the deliverables migrated from the development to the production environment.

Getting ready

Before starting, it is important to have an understanding of your project methodology and determine:

  • Existing work practices

  • The key roles which will be involved in the work practice

How to do it...

Work practices are best created as a visual tool. To do this, start up a diagramming tool such as Microsoft Visio or Microsoft PowerPoint:

  1. 1. In the diagramming application, create a new tab or slide called Promote.

  2. 2. On the diagram, create swimlanes. In each swimlane, add the key role.

  3. 3. Step through this phase of the project logically, and add the key products/deliverables and processes.

  4. 4. A sample promote work practice is shown here:

  5. 5. Once you have created your products and processes...

Creating Production work practice

The production work practice outlines the production phase of the project. The purpose of this work practice is to highlight the major deliverables/products and processes. The production phase defines how the application will transition from a project to a production system.

Getting ready

Before starting, it is important to have an understanding of your project methodology and determine:

  • The existing work practices

  • The key roles which will be involved in the work practice

  • How production support is delivered within your organization

How to do it...

Work practices are best created as a visual tool. To do this, start up a diagramming tool such as Microsoft Visio or Microsoft PowerPoint:

  1. 1. In the diagramming application, create a new tab or slide called Production.

  2. 2. On the diagram, create swimlanes. In each swimlane, add the key role.

  3. 3. Step through this phase of the project logically, and add the key products/deliverables and processes.

  4. 4. A sample production work...

Building a standard work breakdown structure

A work breakdown structure is a deliverable that decomposes the project into smaller components.

Getting ready

Before starting, it is important to have an understanding of your project methodology and determine:

  • Your new work practices

How to do it...

Your work practices have new productions and processes outlined. Start up a tool such as Microsoft Excel or Microsoft Project, and begin recording these work practices and their associated products and processes:

  1. 1. Open a spreadsheet application.

  2. 2. Create a tab called DW WBS:

  3. 3. Start by entering your work practice names or project phases:

  4. 4. Start to decompose the phases with the major products and processes from your work practices:

  5. 5. Assign a number to each major product or process identified within your work practices.

  6. 6. Further decompose these products and processes to the major deliverable components or work tasks required by the project:

How it works...

By decomposing your work practices to...

Identifying and quantifying the effort drivers

Effort or task drivers are those components which increase the time taken to complete a task.

Getting ready

Before starting, it is important to have an understanding of the size of the project and, if possible, some historical data from past projects.

How to do it...

Once you have created the work breakdown structure, reopen this spreadsheet:

  1. 1. Create a column called Effort Drivers:

  2. 2. For each task, identify what will drive an increase or decrease in the amount of effort required to complete the task:

  3. 3. Complete step 2 for all the tasks identified at the lowest level.

  4. 4. Add an additional column for the number of effort drivers, for example, Number of Interviews - 5

How it works...

By identifying the task drivers, you are getting an understanding of the number of components or variables within your project, which can drive the scope and duration.

There's more...

Lessons learned, or historical data from past projects, is a great asset to be used...

Creating your estimation tool

An estimation tool is a great asset to a project as it defines a standard way to deliver and size a project.

Getting ready

Before starting, it is important to have an understanding of how long standard tasks take within your organization and which algorithms are used for estimation.

How to do it...

Once you have created the work breakdown structure, reopen this spreadsheet:

  1. 1. Decide on an estimation algorithm, for example, three point estimation with a weighted average and standard deviation:

  2. 2. For each task, identify how many hours you estimate a single task or component will take.

  3. 3. Apply your formula across each task.

  4. 4. Sum the tasks at the end to get a grand total of effort:

How it works...

Identifying the task drivers, base hours, and a standard estimating tool makes it easier to get a realistic effort for your project. This is, however, only an effort for one resource, and not duration. For an extra step, you will need to add dependencies and resources to...

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Page 1 of 11

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Key benefits

  • Full of illustrations, diagrams, and tips with clear step-by-step instructions and real time examples to perform key steps and functions on your project
  • Practical ways to estimate the effort of a data warehouse solution based on a standard work breakdown structure.
  • Learn to effectively turn the project from development to a live solution
  • Best practices to create a blueprint for the business intelligence solution

Description

Oracle Database 11g is a comprehensive database platform for data warehousing and business intelligence that combines industry-leading scalability and performance, deeply-integrated analytics, and embedded integration and data-quality all in a single platform running on a reliable, low-cost grid infrastructure. This book steps through the lifecycle of building a data warehouse with key tips and techniques along the way. Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology outlines the key ways to effectively use Oracle technology to deliver your business intelligence solution. This is a practical guide starting with key recipes for project management then moving onto project delivery. Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology is a practical guide for performing key steps and functions on your project. This book starts with setting the foundation for a highly repeatable efficient project management approach by assessing your current methodology to see how suitable it is for a business intelligence program. We also learn to set up the project delivery phases to consistently estimate the effort for a project. Along the way we learn to create blueprints for the business intelligence solution that help to connect and map out the destination of the solution. We then move on to analyze requirements, sources, and data. Finally we learn to secure the data as it is an important asset within the organization and needs to be secured efficiently and effectively.

Who is this book for?

If you are Project Managers or IT professionals looking to design and develop a data warehouse and business intelligence solution, then this is the best guide for you. This book assumes that you have a fundamental knowledge of data warehouse and business intelligence projects.

What you will learn

  • Master some of the key techniques and components to enable you to visualise and interrogate information effectively
  • Understand additional and advanced techniques to enhance your ETL/ELT solution
  • Learn to build the data model using Oracle SQL Data Modeller and the Oracle Database to build your logical and physical data model and OBIEE to build the presentation data model.
  • Develop data discovery scripts to uncover data issues and gaps
  • Learn to reverse engineer source data models and map data sources to business requirements using Oracle SQL Data Modeller.
  • Get to grips with mapping information into semantic definitions
  • Understand the ways to define a security model
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Publication date : Jul 17, 2012
Length: 368 pages
Edition : 1st
Language : English
ISBN-13 : 9781849685481
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Concepts :
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Length: 368 pages
Edition : 1st
Language : English
ISBN-13 : 9781849685481
Category :
Business & Other
Concepts :
Project Management
Tools :
Oracle Database

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Table of Contents

14 Chapters
Defining a Program Chevron down icon Chevron up icon
Defining a Program
Introduction
Program or a project
Mapping your business culture
Adapting your project delivery methodology
Assessing your project team
Organizing your project team
Establishing the Project Chevron down icon Chevron up icon
Establishing the Project
Introduction
Creating Definition work practice
Creating Data Discovery work practice
Creating Development work practice
Creating Testing work practice
Creating Promote work practice
Creating Production work practice
Building a standard work breakdown structure
Identifying and quantifying the effort drivers
Creating your estimation tool
Controlling the Project Chevron down icon Chevron up icon
Controlling the Project
Introduction
Requirements Traceability Matrix
Creating an effective risk register
Creating an effective issue management register
Creating a defect and enhancement register
Creating a cyclical build and test process
Setting up a collaborative environment
Installing client tools for a collaborative environment
Wrapping Up the Project Chevron down icon Chevron up icon
Wrapping Up the Project
Introduction
Creating OWB code artifacts
Creating OBIEE code artifacts
Creating APEX code artifacts
Creating ODI code artifacts
Creating script artifacts
Building a continuous development capability for enhancements
Creating a constant feedback and communications loop
The Blueprint Chevron down icon Chevron up icon
The Blueprint
Introduction
Outlining your business processes
Categorizing your metrics, analysis, and reports within the business process
Decomposing your analysis and reports to define business entities
Developing your semantic data model
Identifying your source of record for your business entities
Building the blueprint
Analyzing the Requirements Chevron down icon Chevron up icon
Analyzing the Requirements
Introduction
Decomposing the reports and requirements
Defining the business rules
Categorizing the business requirements by business drivers
Prioritizing the business requirements
Adding hierarchies to your semantic data model
Adding metrics to your semantic data model
Defining your data dictionary
Defining your security requirements
Defining your data retention requirements
Architecture and Design Chevron down icon Chevron up icon
Architecture and Design
Introduction
Choosing your database type
Defining your database layout
Selecting the Third Normal Form or a Dimensional model
Analyzing the Sources Chevron down icon Chevron up icon
Analyzing the Sources
Introduction
Validating and enhancing a conceptual data model
Creating a business process matrix
Creating a report requirements matrix
Creating a source matrix
Developing the data lineage
Defining the detailed transformations
Analyzing the Data Chevron down icon Chevron up icon
Analyzing the Data
Introduction
Building high and low data profiling scripts
Building domain/distinct values profiling
Building record count profiling scripts
Building density data profiling scripts
Building hierarchy data profiling scripts
Building data lengths data profiling scripts
Building significant columns data profiling scripts
Building changing information data profiling scripts
Building automated data profiling with Oracle Warehouse Builder
Constructing the Data Model Chevron down icon Chevron up icon
Constructing the Data Model
Introduction
Connecting Oracle SQL Data Modeler to Subversion
Importing data models into Subversion
Checkout data models from Subversion
Synchronizing data model changes with Subversion
How to import data models
How to reverse engineer your relational data model to a logical data model
Creating your domains
Creating your glossary
Adding Standard columns to your data model
How to forward engineer your logical data model to a relational data model
Creating your enterprise data models
Defining the ETL/ELT Chevron down icon Chevron up icon
Defining the ETL/ELT
Introduction
Abstracting your source system
Separating your extraction from your loading and transforming routines
Adding additional columns to facilitate error trapping and correction
Designing ETL error trapping and detection routines
Designing ETL data reconciliation routines
Designing a notification routine
Enhancing the Data Chevron down icon Chevron up icon
Enhancing the Data
Introduction
Creating your application schema
Creating your application tables
Developing the journal tables to track changes
Defining the audit triggers
Defining the APEX Upload application
Creating the Upload interface
Optimizing the Access Chevron down icon Chevron up icon
Optimizing the Access
Introduction
Developing your standards and guidelines
Abstracting your tables using aliases
Developing level-based hierarchies
Creating multi-table hierarchies
Consolidating reports using the column selector
Enabling dynamic column headings
Enabling dynamic descriptions
Enabling multi-language for the shared captions
Security Chevron down icon Chevron up icon
Security
Introduction
Creating an APEX custom authentication procedure
Creating a row-level Virtual Private Database (VPD)
Creating a column-level Virtual Private Database
Creating Virtual Private application context
Configuring OBIEE for multiple security providers
Integrating Microsoft Active Directory into OBIEE
Creating and configuring OBIEE roles
Configuring OBIEE privileges
Configuring OBIEE catalog security
Enabling Virtual Private Database in OBIEE

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Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.3
(4 Ratings)
5 star 25%
4 star 75%
3 star 0%
2 star 0%
1 star 0%
Delacroix Jul 31, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This a great book and I really enjoyed it. It contains everything you need to start from scratch your project and it is very useful if you have never conducted an OBIEE project. So if you want to succeed in your Business Intelligence project, get John's book !
Amazon Verified review Amazon
Julien & Emilie Oct 09, 2012
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This book does a great job of introducing the various phases of a Business Intelligence project and provides practical and concrete examples of how to perform each of them successfully. Nothing is missing from 'Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology', it covers all aspects of a BI initiative from setting up the project to designing the ETL processes as well as analyzing the data and creating the data models.I don't necessarily fully agree with a few recipes in this cookbook but all in all this is an excellent book to get started on a BI project using Oracle technology.
Amazon Verified review Amazon
Paul van Rixel Sep 02, 2012
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This book helps you in detail through the process of setting up a datawarehouse database. The book describes the several stages like the start of a project(team) until the creating of physical tables in the database and from a blueprint to detailed information about the code in the datawarehouse. Business events, matrixes, hierarchies, ETL, security are also covered in this book. You need to know APEX because a lot of the screenshots describes the working and combination with other tooling like SQL Developer and Modeler, Oracle Warehouse Builder (OWB), Oracle Data Integrator (ODI) and Oracle Business Intelligence Enterprise Edition (OBIEE) and setting up repositories. Also version control with other tooling is mentioned and are great add-ins.Furthermore the setup in APEX to audit tables (journaling) is covered in this book. Finally the presentation of the data is very well described with the OBIEE tool. It gives you an impression of formatting the data in a for the end-user readable way. And if an end-user is not allowed to see all the information the setup of a datawarehouse as a Virtual Private Database is the final stage. Almost forgot to mention a figure on page 142/3 where the several stages of a datawarehouse (sources, staging area, Datawarehouse) are linked to the tools needed (OWB, ODI, APEX, OBIEE). This will give a clear overview in which stage you need the right tooling.
Amazon Verified review Amazon
W Boudville Sep 27, 2012
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
The sheer complexity of Oracle's database products necessitates a book like this. Heaton offers this to someone perhaps trying to avoid wading through the voluminous official Oracle documentation on its vast product stack. Instead, it might be fruitful for you to invest some time in skimming through the 80 or so recipes given here, to see if any are germane to your current problems.The arrangement of the book is decidely top down. The first few chapters describe how to define a program, starting a project and controlling it. Most of these chapters do not directly use any Oracle product. Instead, the design can be recorded in any means convenient to your group. The recipes here are really indistinguishable from general guidelines in another book.You are advised to invest time early on, and not skip over the introductory chapters because they seem trivial. Bad high level decisions can ruin the implementation later on. You should also take care to flesh out the blueprint, as per chapter 5. As much detail as you can devise, perhaps, should be put into the blueprint. Write out a decomposition of the overall project into processes, where these can be manual or automated. If at all possible, define metrics for each process. These will be pertinant later in reporting analysis that provides a vital feedback loop for you to monitor the entire project.Later chapters are where, finally, you get down to using Oracle products. Like when analysing requirements. Oracle offers a SQL Developer data modelling tool to capture descriptions. The book even goes into giving an entire chapter on studying the sources of information that will be input to the project. Here the importance is in finding reliable sources. In part, this lets you validate your top data model.In summary, the book can be treated as not just specific to using Oracle products. Though of course you can certainly do just that. More broadly, it has many useful tips (recipes) on managing a data analysis project and team.
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About the author

Profile icon John Heaton
John Heaton
John Heaton graduated top of his class with a Diploma in Information Technology from Technikon Witwatersrand in South Africa (equivalent to Bachelors in computer science). He has 10+ years with Oracle Corporation, including as a Practice Manager. John has been co-managing the North Business Intelligence and Warehouse Consulting practice delivering business intelligence solutions to Fortune 500 clients. During this time he has steadily added business skills and business training to his technical background. This experience gives John a great background and insight into the requirements of differing businesses and how to design and develop technical solutions enabling clients to realize their requirements. John's strengths include the ability to communicate the benefits of introducing a business intelligence solution into a client's architecture. He has consistently become a trusted advisor to our clients. John's philosophy is based on responsibility and mutual respect. He relies on the unique abilities of individuals to ensure success in different areas and strives to foster a team environment of creativity and achievement. Today, John specializes as a Solution Architect assisting customers in designing large complex data warehouses. Through his years John has worked in numerous industries with differing technologies. This broad experience base allows John to bring a unique perspective and understanding when designing and developing a data warehouse. The strong business background, coupled with technical expertise and his professional certification in Project Management makes John a valued asset to any project or organization. John frequently presents at Business Intelligence conferences on a variety of subjects.
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