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A Sprint NotA Marathon
Building Data Marts
A Sprint Not A Marathon
—  Iterative DataWarehousing
—  Lightweight DataWarehousing
—  Agile DataWarehousing
A Sprint Not A Marathon
—  In 1986 Dr Fred P Brooks Jr published a journal paper titled
“No Silver Bullet”
—  Two promising techniques that Brooks identified are “Rapid
Prototyping” and "Software Requirements Refinement”
—  Since the late 1990s rapid prototyping and requirements
refinement have been two of the major innovations of the
agile software development methodologies
A Sprint Not A Marathon
—  Ralph Kimball’s dimensional modelling design patterns
—  Ralph Kimball’s ETL design patterns
—  SAS BI EnterpriseToolset
A Sprint Not A Marathon
—  Lean Software Development
§  Eliminate waste
§  Amplify learning
§  Decide as late as possible
§  Deliver as fast as possible
§  Empower the team
§  Build integrity in
§  See the whole
—  Mary Poppendieck’s work based onToyota’s lean manufacturing
A Sprint Not A Marathon
A Sprint Not A Marathon
—  Manifesto for Agile Software Development
—  Individuals and interactions over processes and tools
—  Working software over comprehensive documentation
—  Customer collaboration over contract negotiation
—  Responding to change over following a plan
That is, while there is value in the items on the right, we value
the items on the left more http://agilemanifesto.org/
A Sprint Not A Marathon
—  What it is Not
•  Lack of processes and tools
•  Lack of documentation
•  Lack of contract negotiation
•  Lack of planning
A Sprint Not A Marathon
A Sprint Not A Marathon
WHO?
A Sprint Not A Marathon – Who?
—  Griffith University
—  37,786 Students (Fulltime and Part-time)
—  3,563 Staff (FullTime Equivalent)
—  5 Campuses (Nathan, Gold Coast, Mt Gravatt, Logan, South Bank)
—  8,847 International Students from 119 countries
—  38 Research Centres
—  268 Undergraduate Programs
—  382 Postgraduate Programs
—  104 Research Programs
—  SAS Enterprise BI Server 9.1 and SAS Strategy Management
A Sprint Not A Marathon – Who?
—  UNSW – University of New SouthWales
—  Formed in 1949
—  46,302 Students
—  11,592 International Students
—  9,408 Degrees and Diplomas Bestowed
—  8737 FullTime Staff
—  8,645 PartTime Staff
—  965 Casual Staff
—  Member of the Group of Eight (G8)
—  Ranked 47 inTimes Higher Education-QSWorld University
Rankings
—  SAS Enterprise BI Server 9.2
A Sprint Not A Marathon
WHY?
A Sprint Not A Marathon – Why?
—  Software development is expensive
—  Risk of failure is high
—  Industry surveys state that that the majority of software projects
fail
A Sprint Not A Marathon – Why?
—  Software delivery fails to meet schedule
—  Software delivery fails to meet budget
—  Software delivery fails to meet business or user needs
A Sprint Not A Marathon – Why?
—  Fundamentally agile attempts to solve all three of these
dilemmas (budget, schedule and meeting user needs) through
the use of light weight iterative processes
—  Agile focuses first on those requirements that are most useful
to the business users (the business users choose what gets
delivered first)
A Sprint Not A Marathon – Why?
—  Anti-Agile
—  BIG BANG
—  One massive release after two years work
—  If You Build ItTheyWill Come
—  Let’s build something and see if someone uses it
A Sprint Not A Marathon
HOW?
A Sprint Not A Marathon – How?
—  People
—  Processes
—  Tools
A Sprint Not A Marathon – How?
— People
—  Best PeopleYou Can Get
—  WellTrained (on tools, methods and business skills)
—  Collocated (users, ETL developers, report writers)
—  Business andTechnologists
A Sprint Not A Marathon – How?
—  Processes
— Design Processes (user involvement)
— Short Iterations (two to three months)
— Useful Documentation (no useless documentation)
— Migration andVersion Control, IssueTracking
A Sprint Not A Marathon – How?
—  Tools
— SAS Enterprise BI Toolset
— Ralph Kimball’s dimensional modelling design patterns
— Ralph Kimball’s ETL design patterns
—  Kimball Articles
1.  The 38 Subsystems of ETL By Ralph Kimball December 4,
2004
2.  Kimball University:The Subsystems of ETL Revisited By Bob
Becker October 21, 2007 (34 Subsystems)
A Sprint Not A Marathon – How?
—  Tools –All of these are provided by SAS Data Integration Studio
—  01 Data Profiling
—  02 Change Data Capture
—  03 Extract System
—  04 Data Cleansing System
—  05 Error EventTracking
—  06Audit Dimension Creation
—  07 Deduplication
—  08 Data Conformance
—  09 Slowly Changing Dimension (SCD) Manager
—  10 Surrogate Key Generator
—  11 Hierarchy Manager
A Sprint Not A Marathon – How?
—  Tools –All of these are provided by SAS Data Integration Studio
—  12 Special Dimensions Manager
—  13 FactTable Builders
—  14 Surrogate Key Pipeline
—  15 Multi-Valued BridgeTable Builder
—  16 LateArriving Data Handler
—  17 Dimension Manager
—  18 FactTable Provider
—  19Aggregate Builder
—  20 OLAP Cube Builder
—  21 Data Propagation Manager
—  22 Job Scheduler (LSF in Management Console)
—  23 Backup System (Metadata BackupTools Provided)
A Sprint Not A Marathon – How?
—  Tools –All of these are provided by SAS Data Integration Studio
—  24 Recovery and Restart
—  25Version Control
—  26Version Migration
—  27Workflow Monitor
—  28 Sorting
—  29 Lineage and Dependency
—  30 Problem Escalation
—  31 Paralleling and Pipelining
—  32 Security
—  33 Compliance Manager (auditing of data access)
—  34 Metadata Repository
A Sprint Not A Marathon – How?
—  Supporting Processes
—  Version Control – Subversion/SVN
—  Infrastructure Control - ITIL
—  Testing – Reconciliation, Performance, Regression
—  BugTracking - FlySpray
A Sprint Not A Marathon – How?
—  What Documentation?
—  Design Documentation – Office Suite
—  Handover Documentation -WIKI
—  Change Management Documentation -WIKI
§  Technical HowTo Documents and End User Documentation
A Sprint Not A Marathon
AND?
A Sprint Not A Marathon – Summary
—  Agile works if
§  Staff are talented, well trained, well funded and appreciated
§  Software is well tested, delivered rapidly
§  Customers are engaged, interaction, regarded as capable
§  Software can rapidly adapt to change
—  Agile Requires
§  Good design (i.e. easily extendable)
§  Version Control
§  Infrastructure Control
§  AutomagicalTesting
§  BugTracking
—  GoodTools
§  SAS Data Integration Studio
§  SASWeb Report Studio
§  SAS has End to End Meta Data
§  Design Patterns
A Sprint Not A Marathon – Summary
—  Agile DataWarehousing:
DeliveringWorld-Class
Business Intelligence
Systems Using Scrum and
XP
—  Ralph Hughes (2008)
References - Agile
—  Lean software development : an agile toolkit / Mary Poppendieck,Tom Poppendieck.
Author: Poppendieck, Mary.
Publication: Boston :Addison-Wesley, c2003. Beck, Kent. 1999, Embracing Change with Extreme Programming, IEEE Computer,Vol.32, no.
10, pp. 70-77.
—  Boehm, Barry. 1985, Spiral Model of Software Development and Enhancement, Proc. Int’lWorkshop Software Process and Software
Environments alsoACM Software Eng. Notes,Aug. 1986, pp. 22-42
—  Boehm, Barry;Turner, Richard. 2003, Using Risk to Balance Agile and Plan-Driven Methods, IEEE Computer,Volume 36, no 6, pp. 57 - 66
—  Brooks, Fred P Jr. 1987, No Silver Bullet:Essence and Accidents of Software Engineering, Proc. IFIP, IEEE CS Press, 1987, pp. 1069-1076;
reprinted in Computer,Apr. 1987, pp. 10-19.
—  Cockburn,Alistair 2004, Crystal Clear:A Human-Powered Methodology for SmallTeams,Addison-Wesley Professional
—  Cockburn,Alistair. 2001, Agile Software Development,Addison-Wesley Professional
—  Cockburn,Alistair; Highsmith, Jim. Boehm, Barry (Editor) 2001a,Agile Software Development:The People Factor, IEEE Computer,Vol.
34, no. 11, pp. 131-133.
—  Jim Highsmith,Alistair Cockburn, Agile Software Development:The Business of Innovation, IEEE Computer, vol. 34, no. 9, pp. 120-122,
Sept. 2001, doi:10.1109/2.94710
—  Kent Beck, Mike Beedle,Arie van Bennekum,Alistair Cockburn,Ward Cunningham, Martin Fowler, James Grenning, Jim Highsmith,Andrew
Hunt, Ron Jeffries, Jon Kern, Brian Marick, Robert C. Martin, Steve Mellor, Ken Schwaber, Jeff Sutherland, DaveThomas, 2001, The Agile
Manifesto, http://agilemanifesto.org/Accessed 22August 2010.
—  Larman, Craig; Basili,Victor R. 2003, Iterative and Incremental Development:A Brief History, IEEE Computer,Volume 36, no 6, pp 47 - 56
—  Royce, DrWinstonW, 1970 Managing the Development of Large Software Systems IEEEWESCON,August 1970 pages 1-9
—  Salo, Outi. 2006, Enabling Software Process Improvement in Agile Software DevelopmentTeams and Organisations.Ph.DThesis - Espoo
2006.VTT Publications 618. 149 p. + app. 96 p
References – Design Patterns
—  http://www.ralphkimball.com/
—  The 38 Subsystems of ETL By Ralph Kimball December 4, 2004
—  Kimball University:The Subsystems of ETL Revisited By Bob Becker October 21, 2007
Alexander, Christopher et al (1977). A Pattern Language:Towns, Buildings, Construction. Oxford University Press, USA,
1216. ISBN 0195019199.
—  Gamma, Erich; Richard Helm, Ralph Johnson, and JohnVlissides (1995). Design Patterns: Elements of Reusable Object-
Oriented Software.Addison-Wesley. ISBN 0-201-63361-2.
—  Ralph Kimball, Margy Ross,WarrenThornthwaite, Joy Mundy, Bob Becker
The DataWarehouse LifecycleToolkit, 2nd Edition: PracticalTechniques for Building DataWarehouse and
Business Intelligence Systems
JohnWiley & Sons, 2008
Questions?
—  Contact Details
—  David MWaters
—  Mobile: 0408 074 082
—  Email: david.waters@forwardintelligence.com.au
—  Web: www.forwardintelligence.com.au
—  LinkedIn: www.linkedin.com/in/davidmwaters

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Building Data Marts Agilely with SAS

  • 1. A Sprint NotA Marathon Building Data Marts
  • 2. A Sprint Not A Marathon —  Iterative DataWarehousing —  Lightweight DataWarehousing —  Agile DataWarehousing
  • 3. A Sprint Not A Marathon —  In 1986 Dr Fred P Brooks Jr published a journal paper titled “No Silver Bullet” —  Two promising techniques that Brooks identified are “Rapid Prototyping” and "Software Requirements Refinement” —  Since the late 1990s rapid prototyping and requirements refinement have been two of the major innovations of the agile software development methodologies
  • 4. A Sprint Not A Marathon —  Ralph Kimball’s dimensional modelling design patterns —  Ralph Kimball’s ETL design patterns —  SAS BI EnterpriseToolset
  • 5. A Sprint Not A Marathon —  Lean Software Development §  Eliminate waste §  Amplify learning §  Decide as late as possible §  Deliver as fast as possible §  Empower the team §  Build integrity in §  See the whole —  Mary Poppendieck’s work based onToyota’s lean manufacturing
  • 6. A Sprint Not A Marathon
  • 7. A Sprint Not A Marathon —  Manifesto for Agile Software Development —  Individuals and interactions over processes and tools —  Working software over comprehensive documentation —  Customer collaboration over contract negotiation —  Responding to change over following a plan That is, while there is value in the items on the right, we value the items on the left more http://agilemanifesto.org/
  • 8. A Sprint Not A Marathon —  What it is Not •  Lack of processes and tools •  Lack of documentation •  Lack of contract negotiation •  Lack of planning
  • 9. A Sprint Not A Marathon
  • 10. A Sprint Not A Marathon WHO?
  • 11. A Sprint Not A Marathon – Who? —  Griffith University —  37,786 Students (Fulltime and Part-time) —  3,563 Staff (FullTime Equivalent) —  5 Campuses (Nathan, Gold Coast, Mt Gravatt, Logan, South Bank) —  8,847 International Students from 119 countries —  38 Research Centres —  268 Undergraduate Programs —  382 Postgraduate Programs —  104 Research Programs —  SAS Enterprise BI Server 9.1 and SAS Strategy Management
  • 12. A Sprint Not A Marathon – Who? —  UNSW – University of New SouthWales —  Formed in 1949 —  46,302 Students —  11,592 International Students —  9,408 Degrees and Diplomas Bestowed —  8737 FullTime Staff —  8,645 PartTime Staff —  965 Casual Staff —  Member of the Group of Eight (G8) —  Ranked 47 inTimes Higher Education-QSWorld University Rankings —  SAS Enterprise BI Server 9.2
  • 13. A Sprint Not A Marathon WHY?
  • 14. A Sprint Not A Marathon – Why? —  Software development is expensive —  Risk of failure is high —  Industry surveys state that that the majority of software projects fail
  • 15. A Sprint Not A Marathon – Why? —  Software delivery fails to meet schedule —  Software delivery fails to meet budget —  Software delivery fails to meet business or user needs
  • 16. A Sprint Not A Marathon – Why? —  Fundamentally agile attempts to solve all three of these dilemmas (budget, schedule and meeting user needs) through the use of light weight iterative processes —  Agile focuses first on those requirements that are most useful to the business users (the business users choose what gets delivered first)
  • 17. A Sprint Not A Marathon – Why? —  Anti-Agile —  BIG BANG —  One massive release after two years work —  If You Build ItTheyWill Come —  Let’s build something and see if someone uses it
  • 18. A Sprint Not A Marathon HOW?
  • 19. A Sprint Not A Marathon – How? —  People —  Processes —  Tools
  • 20. A Sprint Not A Marathon – How? — People —  Best PeopleYou Can Get —  WellTrained (on tools, methods and business skills) —  Collocated (users, ETL developers, report writers) —  Business andTechnologists
  • 21. A Sprint Not A Marathon – How? —  Processes — Design Processes (user involvement) — Short Iterations (two to three months) — Useful Documentation (no useless documentation) — Migration andVersion Control, IssueTracking
  • 22. A Sprint Not A Marathon – How? —  Tools — SAS Enterprise BI Toolset — Ralph Kimball’s dimensional modelling design patterns — Ralph Kimball’s ETL design patterns —  Kimball Articles 1.  The 38 Subsystems of ETL By Ralph Kimball December 4, 2004 2.  Kimball University:The Subsystems of ETL Revisited By Bob Becker October 21, 2007 (34 Subsystems)
  • 23. A Sprint Not A Marathon – How? —  Tools –All of these are provided by SAS Data Integration Studio —  01 Data Profiling —  02 Change Data Capture —  03 Extract System —  04 Data Cleansing System —  05 Error EventTracking —  06Audit Dimension Creation —  07 Deduplication —  08 Data Conformance —  09 Slowly Changing Dimension (SCD) Manager —  10 Surrogate Key Generator —  11 Hierarchy Manager
  • 24. A Sprint Not A Marathon – How? —  Tools –All of these are provided by SAS Data Integration Studio —  12 Special Dimensions Manager —  13 FactTable Builders —  14 Surrogate Key Pipeline —  15 Multi-Valued BridgeTable Builder —  16 LateArriving Data Handler —  17 Dimension Manager —  18 FactTable Provider —  19Aggregate Builder —  20 OLAP Cube Builder —  21 Data Propagation Manager —  22 Job Scheduler (LSF in Management Console) —  23 Backup System (Metadata BackupTools Provided)
  • 25. A Sprint Not A Marathon – How? —  Tools –All of these are provided by SAS Data Integration Studio —  24 Recovery and Restart —  25Version Control —  26Version Migration —  27Workflow Monitor —  28 Sorting —  29 Lineage and Dependency —  30 Problem Escalation —  31 Paralleling and Pipelining —  32 Security —  33 Compliance Manager (auditing of data access) —  34 Metadata Repository
  • 26. A Sprint Not A Marathon – How? —  Supporting Processes —  Version Control – Subversion/SVN —  Infrastructure Control - ITIL —  Testing – Reconciliation, Performance, Regression —  BugTracking - FlySpray
  • 27. A Sprint Not A Marathon – How? —  What Documentation? —  Design Documentation – Office Suite —  Handover Documentation -WIKI —  Change Management Documentation -WIKI §  Technical HowTo Documents and End User Documentation
  • 28. A Sprint Not A Marathon AND?
  • 29. A Sprint Not A Marathon – Summary —  Agile works if §  Staff are talented, well trained, well funded and appreciated §  Software is well tested, delivered rapidly §  Customers are engaged, interaction, regarded as capable §  Software can rapidly adapt to change —  Agile Requires §  Good design (i.e. easily extendable) §  Version Control §  Infrastructure Control §  AutomagicalTesting §  BugTracking —  GoodTools §  SAS Data Integration Studio §  SASWeb Report Studio §  SAS has End to End Meta Data §  Design Patterns
  • 30. A Sprint Not A Marathon – Summary —  Agile DataWarehousing: DeliveringWorld-Class Business Intelligence Systems Using Scrum and XP —  Ralph Hughes (2008)
  • 31. References - Agile —  Lean software development : an agile toolkit / Mary Poppendieck,Tom Poppendieck. Author: Poppendieck, Mary. Publication: Boston :Addison-Wesley, c2003. Beck, Kent. 1999, Embracing Change with Extreme Programming, IEEE Computer,Vol.32, no. 10, pp. 70-77. —  Boehm, Barry. 1985, Spiral Model of Software Development and Enhancement, Proc. Int’lWorkshop Software Process and Software Environments alsoACM Software Eng. Notes,Aug. 1986, pp. 22-42 —  Boehm, Barry;Turner, Richard. 2003, Using Risk to Balance Agile and Plan-Driven Methods, IEEE Computer,Volume 36, no 6, pp. 57 - 66 —  Brooks, Fred P Jr. 1987, No Silver Bullet:Essence and Accidents of Software Engineering, Proc. IFIP, IEEE CS Press, 1987, pp. 1069-1076; reprinted in Computer,Apr. 1987, pp. 10-19. —  Cockburn,Alistair 2004, Crystal Clear:A Human-Powered Methodology for SmallTeams,Addison-Wesley Professional —  Cockburn,Alistair. 2001, Agile Software Development,Addison-Wesley Professional —  Cockburn,Alistair; Highsmith, Jim. Boehm, Barry (Editor) 2001a,Agile Software Development:The People Factor, IEEE Computer,Vol. 34, no. 11, pp. 131-133. —  Jim Highsmith,Alistair Cockburn, Agile Software Development:The Business of Innovation, IEEE Computer, vol. 34, no. 9, pp. 120-122, Sept. 2001, doi:10.1109/2.94710 —  Kent Beck, Mike Beedle,Arie van Bennekum,Alistair Cockburn,Ward Cunningham, Martin Fowler, James Grenning, Jim Highsmith,Andrew Hunt, Ron Jeffries, Jon Kern, Brian Marick, Robert C. Martin, Steve Mellor, Ken Schwaber, Jeff Sutherland, DaveThomas, 2001, The Agile Manifesto, http://agilemanifesto.org/Accessed 22August 2010. —  Larman, Craig; Basili,Victor R. 2003, Iterative and Incremental Development:A Brief History, IEEE Computer,Volume 36, no 6, pp 47 - 56 —  Royce, DrWinstonW, 1970 Managing the Development of Large Software Systems IEEEWESCON,August 1970 pages 1-9 —  Salo, Outi. 2006, Enabling Software Process Improvement in Agile Software DevelopmentTeams and Organisations.Ph.DThesis - Espoo 2006.VTT Publications 618. 149 p. + app. 96 p
  • 32. References – Design Patterns —  http://www.ralphkimball.com/ —  The 38 Subsystems of ETL By Ralph Kimball December 4, 2004 —  Kimball University:The Subsystems of ETL Revisited By Bob Becker October 21, 2007 Alexander, Christopher et al (1977). A Pattern Language:Towns, Buildings, Construction. Oxford University Press, USA, 1216. ISBN 0195019199. —  Gamma, Erich; Richard Helm, Ralph Johnson, and JohnVlissides (1995). Design Patterns: Elements of Reusable Object- Oriented Software.Addison-Wesley. ISBN 0-201-63361-2. —  Ralph Kimball, Margy Ross,WarrenThornthwaite, Joy Mundy, Bob Becker The DataWarehouse LifecycleToolkit, 2nd Edition: PracticalTechniques for Building DataWarehouse and Business Intelligence Systems JohnWiley & Sons, 2008
  • 33. Questions? —  Contact Details —  David MWaters —  Mobile: 0408 074 082 —  Email: david.waters@forwardintelligence.com.au —  Web: www.forwardintelligence.com.au —  LinkedIn: www.linkedin.com/in/davidmwaters