ISQS 3358 Lecture Notes

 

Instructor: Zhangxi Lin

 

-----------------------------------------------------------------------------------

Home | Schedule | Projects

-----------------------------------------------------------------------------------

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 1, 01/07/2009, Wednesday

 

Topic: Introduction

1)       Basic BI Concepts

2)       BI trend

 

Review questions:

 

1)       What is BI?

2)       Why is BI getting hot?

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 2, 01/12/2009, Monday

 

Topic: Anatomy of Business Intelligence

 

1)       Concepts

2)       Applications

3)       Methodology

 

Terminology: data, information, knowledge, business intelligence, data warehouse, meta data, ETL, business rules, OLAP

 

Review questions:

 

Explain the business dimensional lifecycle model

 

Reading: “How Much Information? 2003” (http://www2.sims.berkeley.edu/research/projects/how-much-info-2003/execsum.htm)

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 3, 01/14/2009, Wednesday

 

Topic: Data warehousing with SQL Server 2005 (Location: Lab 363)

 

1)       Exercise 1: Database vs. data warehousing

2)       BI tools

 

Homework 1 (Due 01/26/2009, Monday):

 

P32, Exercises

Internet exercises Question 5, 6. The completed homework will be submitted in a hardcopy

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 4, 01/21/2009, Wednesday

 

Topic: BI theories, implementation, and future

 

1)       BI Theories – Competitive intelligence

2)       BI success

3)       Summary of the chapter

 

Review:

1)       Use the newly obtained password to access teradatauniversitynetwork.com

2)       Read the End of Chapter Application Case

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 5, 01/26/2009, Monday

Topic: Data Warehousing

1)       Overview

2)       Data warehouse architecture

3)       Extraction, transformation, and loading

4)       Principles of data warehousing

 

Homework 2 (Due 02/04/2009, Wednesday):

 

P77-79, Exercises

1)       Teradata University: 1, 5

2)       Teradata University: 7 (optional)

3)       Internet Exercises: 2, 6

The completed homework will be submitted in a hardcopy

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 6, 01/28/2009, Wednesday

 

Topic: Dimensional Modeling (I)

 

 

1)       Quiz 1

2)       Dimensional modeling

3)       Maximum Miniatures Manufacturing data mart

4)       Exercise 2

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 7, 02/02/2009, Monday

 

Topic: Dimensional Modeling (II)

 

1)       Quiz 1 review

2)       Data warehousing methodology

3)       Advanced data warehousing topics

4)       Chapter 2 review

 

Downloadable Dataset/code: http://www.mhprofessional.com/product.php?cat=112&isbn=0072260904

 

 ------- + ------ + ------- + ------- + ------- + -------

 

Lecture 8, 02/04/2009, Wednesday

 

Topic: Creating data mart

 

1)       Complete Exercise 2

2)       Project grouping

3)       Data warehousing case – Maximum Miniature Manufacturing

4)       Exercise 3 – MaxMiniatureManufacturing data mart

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 9, 02/09/2009, Monday

 

Topic: Creating data mart

 

1)       Quiz 2

2)       Continue Exercise 3

3)       Look back and forward between database and data warehouse – the MaxMinManufacturing case

4)       More about dimensional modeling

5)       An introduction to SSIS

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 10, 02/11/2009, Wednesday (Rescheduled to 02/16/2009)

 

Topic: ETL system development

 

1)       Quiz 2 review

2)       Control flow tasks

3)       Data flow items

4)       Exercise 4 – Populating Maximum Miniatures Manufacturing Data Mart (Guidelines)

 

Homework 3 (Optional for Extra Credits, Due 03/04/2008, Wednesday):

 

The following assignments are optional. Students who fulfill any of the following questions will receive extra credits.

 

Download Updating_database.htm.  Follow the instructions in the file to complete the ETL system development. Submit the results via email to Zhangxi.lin@hotmail.com.

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 11, 02/16/2009, Monday (rescheduled)

 

Topic: ETL system development (2)

 

1)       Populating MaxMinManufacturingDM data mart

2)       ETL application debugging

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 12, 02/18/2009, Wednesday

 

Topic: ETL system development (3)

 

1)       Extending ETL skills

2)       Illustrative example: Updating database

3)       Exercise 5 – Exploring features of ETL tasks

 

Reference: SQL Server 2005 Integration Services, McGraw Hill Osborne, 2007

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 13, 02/23/2009, Monday

 

Topic: Term project orientation

 

1)       Term project

1.       The project scope

2.       More about dimensional modeling

3.       ETL methodology

2)       Form project team

3)       Finalize exercise 4 & 5

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 14, 02/25/2009, Wednesday

 

Topic: Cubism – Measures and Dimensions

 

1)       Quiz 3

2)       Exercise 6 – Loading fact tables

 

Homework 4 (due 03/25/2009)

 

After completing loading tables of MaxiMinManufacturing data mart, accomplish the following tasks:

1)       Created any two calculated columns and explain their meanings

2)       Define a KPI, explain its meaning, and test it under different conditions

 

Submission: Screenshots the results.

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 15, 03/02/2008, Monday

 

Topic: Cubism – Measures and Dimensions

 

Complete Exercise 6

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 16, 03/04/2009, Wednesday

 

Topic: Additional features of OLAP cubes

 

1)       Measures and dimensions in the cube

2)       Cube design tabs

1.       Linked objects

2.       KPI

3.       Partitions

4.       Perspectives

5.       Translations

 

Assignments of class discussion

1)       Each group present one topic and another group is the discussant

2)       Presentation can make use of the slides

3)       Each presentation group will be asked two questions by the discussing group

4)       Grading will be based on (1) the effects of the presentation (such as the responses from the class), (2) the coherence and fitness of the questions, (3) the answer to the question chosen from the list of 16 questions, and (4) taking the previous exercises as the illustrative examples.

5)       The grade will be counted as 50% of quiz 5.

The discussions are scheduled on March 23 and 25 after spring break.

 

Date

Section

Topic

Presenting Group

Discussant Group

3/23

3.1

Opening Vignette

Instructor

 

 

3.2

Business analytics (BA)

BIA

1234

 

3.3

OLAP

CDD

Car Ram Rod

 

3.4

Report and queries

1234

Embeepee

 

3.5

Multidimensionality

Car Ram Rod

AMBN

3/25

3.6

Advanced business analytics

Embeepee

RAD

 

3.7

Data visualization

AMBN

BIA

 

3.8

GIS

TBD

 

 

3.9

Real-time BI

RAD

CDD

 

3.10

BA & Web

TBD

 

 

3.11

Usage, benefits, and success of BA

TBD

 

 

Class discussions on the following questions:

 

1.       Relate data warehousing to OLAP and data visualization.

2.       Compare OLTP to OLAP.

3.       Describe multidimensionality and explain its potential benefits for MSS.

4.       Discuss the strategic benefits of BA.

5.       Describe the concepts underlying Web intelligence and Web analytics.

6.       Why do vendors that offer ERP tools (e.g., SAP, Oracle) offer BA tools as well?

7.       Compare data mining and predictive analysis and discuss why some think that they are similar while others think the opposite.

8.       Will BI replace the business analyst? Discuss. (Hint: See McKnight, 2005.)

9.       Will ADS tools replace the business analyst?

10.    Discuss the benefits of GIS as visualization support to decision making.

11.    Differentiate predictive analysis from data mining. What do they have in common?

12.    Relate competitive analysis to BI.

13.    Discuss how ADS can support frontline employees (e.g., those who provide customer service).

14.    Why is real-time BA becoming critical?

15.    Relate advanced analytics to ERP and SCM.

16.    Discuss the relationship between visualization and Excel.

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 17, 03/09/2009, Monday

 

Topic: Business Analytics and Data Visualization

1)       Quiz 4

2)       Completion of SQL Server 2005 data warehousing

3)       Term project Q/A

Note: Project deliverable 1: Proposal (Topic, analytic themes, high-level dimensional model, available datasets)

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 18, 03/11/2009, Wednesday

 

Topic: Introduction to SAS Enterprise Guide 4.1

 

1)       Chapter 1 & 2

2)       Exercise 8

 

------- + ------ + ------- + ------- + ------- + -------

 

Spring break

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 19, 03/23/2009, Monday

 

Topic: Discussion - Business Analytics and Data Visualization

 

Group discussions

 

Section

Topic

Presenting Group

Discussant Group

3.1

Opening Vignette

Instructor

 

3.2

Business analytics (BA)

BIA

1234

3.3

OLAP

CDD

Car Ram Rod

3.4

Report and queries

1234

Embeepee

3.5

Multidimensionality

Car Ram Rod

AMBN

 

 

Homework 5 (due 04/01/2009)

 

P127-128, Exercises

1)       Teradata University: 1

2)       Team assignments and role-playing: 5 (Each group member find one BI case from sas.com. So the number of BI cases is the number of the group members. The presentation will be scheduled later)

3)       Internet Exercises: 2 (Each group finds two recent BI cases)

The completed homework will be submitted in a hardcopy and also email the homework file to the hotmail.com account.

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 20, 03/25/2009, Wednesday

 

Topic: Discussion - Business Analytics and Data Visualization

 

Group discussions

 

Section

Topic

Presenting Group

Discussant Group

3.6

Advanced business analytics

Embeepee

RAD

3.7

Data visualization

AMBN

BIA

3.8

GIS

TBD

 

3.9

Real-time BI

RAD

CDD

3.10

BA & Web

TBD

 

3.11

Usage, benefits, and success of BA

TBD

 

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 21-25, 03/30-04/15/2009

 

SAS Enterprise Guide, Chapter 3-6

 

Lectured by Chin Hwa Tan

 

In-class Exercise 9-12

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 26, 04/20/2009, Monday

 

Topic: Introduction to Data Mining (I)

 

1)       Quiz 6

2)       Concepts of data mining

3)       Cases

4)       Decision tree demonstration

 

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 27, 04/22/2009, Wednesday

 

Topic: Introduction to Data Mining (II)

 

1)       GINI index

2)       Confusion matrix

3)       Text mining

4)       Web mining

 

Homework 6 (due 04/27/2009)

 

P169, Exercises

1)       Team assignments and role-playing: 4 (subquestion a, b, e, f; You can work on this problem in project team or individually)

2)       Internet Exercises: 1 (Problem link)

------- + ------ + ------- + ------- + ------- + -------

 

Lecture 28, 04/27/2009, Monday

 

Topic: Review

 

------- + ------ + ------- + ------- + ------- + -------

Final Exam, BA 363, 4:30-7:00p, 05/04/2008, Monday

 

Start to prepare the open-notes/open-books final exam from the early stage of the course. You will feel comfortable to the exam if you know:

1)       The basic concepts of data mining

2)       How to calculate GINI index

3)       How to develop a decision tree

4)       The basic concepts of data warehousing

5)       How to create a data mart

6)       How to populate the data mart

7)       How to define a cube

8)       How to access the data mart from SAS Enterprise Guide

9)       How to analyze the data using SAS Enterprise Guide

------- + ------ + ------- + ------- + ------- + -------