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All Powder Board and Ski

Microsoft Access WorkbookChapter 9: Data Warehouses and Data MiningJerry PostCopyright © 2007

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Desired Sales Cube Dimensions

Sales Dimensions

State (ship)MonthCategoryStyleSkillLevelSizeColorManufacturerBindingStyleWeightMax?ItemMaterial?WaistWidth?

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Early Data: Spreadsheets

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Action

ActionChoose File/Get External data/ImportRead the Sales spreadsheet into a new tableRead the Rental data into another new tableCreate new entries for CustomerID and

EmployeeID equal to 0

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Create Customer and Employee

CustomerID and EmployeeID are missing from the old data.Instead of relying on blank cell values, create a new customer called “Walk-in” and a new employee called “Employee”Write down the ID numbers generated for these anonymous entries.If you use SQL, you can assign a value of zero to these entries.

INSERT INTO Customer (CustomerID, LastName)Values (0,'Walk-in')

INSERT INTO Employee (EmployeeID, LastName)Values (0,'Staff')

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Extract Model Data

SELECT DISTINCT OldSales.ModelID, OldSales.ManufacturerID, OldSales.Category, OldSales.Color, OldSales.ModelYear, OldSales.Graphics, OldSales.ItemMaterial, OldSales.ListPrice, OldSales.Style, OldSales.SkillLevel, OldSales.WeightMax, OldSales.WaistWidth, OldSales.BindingStyleFROM OldSales;

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Action

ActionCreate a new query in Design viewRetrieve DISTINCT data from the new sales tableRetrieve DISTINCT data from the new rental tableConnect the two queries with a UNIONSave the query

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UNION Query for Models

SELECT DISTINCT ModelID, ManufacturerID, Category, …

FROM OldSales

UNION

SELECT DISTINCT ModelID, ManufacturerID, Category, …

FROM OldRentals

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Action

ActionCreate a new query that retrieves DISTINCT values from the

saved UNION queryVerify that it worksAdd an INSERT INTO statement above the SELECT statement

to copy the data to the ItemModel tableRun the queryUse a similar process to add SKU, ModelID, and Size to the

Inventory tableFollow a similar process to copy the Sales, Rental, SalesItem,

and RentalItems tables

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Insert Model Data into ItemModel

INSERT INTO ItemModel (ModelID, ManufacturerID, Category, Color, ModelYear, Graphics, ItemMaterial, ListPrice, Style, SkillLevel, WeightMax, WaistWidth, BindingStyle)SELECT DISTINCT qryOldModels.ModelID, qryOldModels.ManufacturerID, qryOldModels.Category, qryOldModels.Color, qryOldModels.ModelYear, qryOldModels.Graphics, qryOldModels.ItemMaterial, qryOldModels.ListPrice, qryOldModels.Style, qryOldModels.SkillLevel, qryOldModels.WeightMax, qryOldModels.WaistWidth, qryOldModels.BindingStyleFROM qryOldModels;

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Insert SKU Data into Inventory

INSERT INTO Inventory (ModelID, SKU, Size, QuantityOnHand)SELECT DISTINCT qryOldInventory.ModelID, qryOldInventory.SKU, qryOldInventory.Size, 0 As QuantityOnHandFROM qryOldInventory;

Note the use of the column alias to force a zero value for QuantityOnHand for each row

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Copy Sales Data

INSERT INTO Sales (SaleID, SaleDate, ShipState, ShipZIP, PaymentMethod)SELECT DISTINCT OldSales.SaleID, OldSales.SaleDate, OldSales.ShipState, OldSales.ShipZIP, OldSales.PaymentMethodFROM OldSales;

Note that if you have added data to your Sales table, your existing SaleID values might conflict with these

You can solve the problem by adding a number to these values so they are all larger than your highest ID

INSERT INTO Sales (SaleID, SaleDate, ShipState, ShipZIP, PaymentMethod)SELECT DISTINCT OldSales.SaleID+5000, OldSales.SaleDate, OldSales.ShipState, OldSales.ShipZIP, OldSales.PaymentMethodFROM OldSales;

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Copy SaleItem Rows

INSERT INTO SaleItem (SaleID, SKU, QuantitySold, SalePrice)SELECT DISTINCT OldSales.SaleID+5000, OldSales.SKU, OldSales.QuantitySold, OldSales.SalePriceFROM OldSales;

If you transformed the SaleID in the prior step for the Sale data, you must do the exact same calculation for SaleID in the SaleItem table

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Action

ActionCreate a new query in Design viewTables: Sale, SaleItem, Inventory, ItemModel, ManufacturerColumns: ShipState, PaymentMethod, SaleMonth with a

format of “yyyy-mm”, and Value = QuantitySold*SalePriceSum the Value columnTest the query and save it

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Query for PivotTable

Include all desired sale dimensions Compute Value as quantity times price

Format SaleDate as year and month: yyyy-mm

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PivotTable Form Wizard

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Action

ActionChoose Insert/FormSelect AutoForm: PivotTableSelect the saved queryDrag the SaleMonth and drop it on the column fields positionDrag the Category and ShipState fields and drop them on the

row fields positionDrag the Value field and drop it in the middle Detail sectionDrag the other fields and drop them at the top as filter fields

for future useScroll the main grid to the far rightDrop the Value field in the Totals column

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PivotTable Screen

Place columns (month)

Place rows (State, Category)

Place Value last

Place other columns

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Action

ActionCreate quarterly groupsClick on the first month and right click on the third month to

highlight themRight click and select the Group/Group Items optionRight click on the new cell SaleMonth1 and change its Caption

property to QuarterRight click on the Group1 cell and set its caption to 2001-Q1Repeat the process for all quartersUse a similar process to group the four yearsUse the Collapse option to reduce the grid display

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PivotTable

Right click to select all columns and choose Hide Details

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PivotTable Groups

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Action

ActionCreate a new Excel spreadsheetChoose Data/PivotTable and PivotChartSelect External data sourceClick the Get Data buttonBrowse to your database and select the query built in the

previous sectionCreate a PivotTable with the SaleMonth field as rows, the

Category field as columns and Value as the Detail

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Action

ActionRight click on the PivotTable and select the PivotChart optionIn the PivotChart worksheet remove all categories except

Boards, Skis, Boots, and ClothesRight click to set the Chart Type as a Line ChartRight click each series and Add TrendlineChoose a linear trend and forecast it for 3 periods aheadSet properties to improve the chart’s appearance

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Action

ActionMake sure the Data Analysis Add-Ins are

installed in Excel (Tools/Add-Ins)Choose Tools/Data AnalysisSelect T-Test Two-sample with unequal

variancesCompare the Board and Ski sales

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Time Series Analysis: Excel

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Action

ActionIf you have Microsoft MapPointStart a new Excel worksheetCreate a PivotTable with rows for ShipState and

columns for Board, Boots, Clothes, and SkisCreate a second worksheet that copies the main

data and titles from the PivotTable without the first title rows

Save the fileInsert a MapPoint chartFollow the wizard instructions to add a North

American map with pie charts

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GIS: Microsoft MapPoint

The PivotTable places the data into rows and columns

A dynamic copy of this sheet is used to remove the top rows

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MapPoint Data Wizard

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GIS Analysis of Sales

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Action

ActionUse the database command File/Get External Data/Import to read

the demographic spreadsheet dataCreate a query to combine the sales data by state with the

demographic dataCopy and paste the three columns of data into a new worksheetIn Excel, choose Tools/Data Analysis/RegressionSelect the Value column as the Y-range and the population and

income columns as the X-rangeCheck the top row as label optionRun the regression

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Sales by State for Regression

Note that some states are missing from the list.

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Regression Setup

You should include the label row but be sure to check the box to show you included it

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Regression Results

Relatively high R-square

Population is a significant predictor, income is not