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Benchmark financial brokers. Data Warehousing and Data Mining. Terry Lee Sandeep Udhani Tran Ngo Navin Negi. UNIVERSITY OF HOUSTON-CLEAR LAKE. Business Need. Helps owner and regional managers keep track of revenue (sales commission) from each branch. - PowerPoint PPT Presentation
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BENCHMARK FINANCIAL BROKERS
Data Warehousing and Data Mining
UNIVERSITY OF HOUSTON-CLEAR LAKE
Terry LeeSandeep UdhaniTran NgoNavin Negi
Business Need
oHelps owner and regional managers keep track of revenue (sales commission) from each branch.
oStrategic information needed in order to protect client investments.
oStrategic information needed to better inform customers about the risk of their investments.
Business Measurements
Revenue by State Revenue by Investment Customers with High Risk Investments High Risk Investments by Employee
Initial Snowflake Design
Revised Star Schema
Transaction
PK Transaction_ID
Investment_ID Employee_ID Customer_ID Date_Time_ID Quantity Commission
Investment
PK Investment_ID
Investment_Type Investment_Name Price Risk
Employee
PK Employee_ID
First_Name Last_Name Location_ID Location_Address Location_ZipCode
Customer
PK Customer_ID
First_Name Last_Name
Date_Time
PK Date_Time_ID
Day Month Year Time_of_Day
Relational Implementation - Access
Physical Data – Transaction Table
Physical Data – Investment Table
Physical Data – Employee Table
Physical Data – Customer Table
Physical Data – Date-Time Table
Attribute Relationships
Creating Dimensional Hierarchies
Cube Implementation in SQLServer
Browsing The Cube
Create Reports with Report Services
Designing Reports
Designing Reports
Designing Reports
Customers with High Risk Investments
Customers with High Risk Bad
InvestmentEnron Not The
Right ChoiceSinking Fund Took Fast
Mutual Fund General Stock
Mutual Fund General Stock
General Stock
Austin Healey 2400 Dallas Brown 1200 Danny Barrett 500 Gomer Pyle 295 Graciella Rosenbaum 100 Grant Huber 2300 Jennifer Hudson 1200 Ramond Green 5000 Rodrigo Rodriguez 1300 Russ Coddington 200
Sales Revenue by State
Revenue by StateState Commission
FL
$7,802.42LA
$16,888.19TX
$45,291.96
Revenue by Investment
Revenue by Investment 1 12 14 2 21 22 23 29 3 4
Mutual Fund General Stock General Stock Mutual Fund Mutual Fund Mutual Fund General Stock General Stock Mutual Fund Mutual Fund
1 4 4 1 4 4 4 1 1 1
Bad Investment
$936.00
Delta $8,562.30
Enron $1,293.50
Guardian Mutual
$7,268.74
Not The Right Choice
$6,244.10
Responsibility Capitol
$1,775.41
Sinking Fund $6,145.02
Slow Growth $35,667.25
Took Fast $110.40
Trust our way $1,979.86
High Risk Investments by Employee
High Risk Investments by Employee
Bad Investment Enron Not The Right Choice Sinking Fund Took Fast
Quantity Commission Quantity Commission Quantity Commission Quantity Commission Quantity Commission
Billy Lane 1200 $1,198.80 5395 $6,145.02 200 $110.40
Craig White 100 $74.30
Fred White 2400 $2,131.20
Gary White 1100 $755.70
Jeff Smith 1300 $1,293.50
Paul Newman 2300 $2,914.10
Samuel Jacobs 500 $106.00
General Conclusions There are a few employees who are
regularly selling High Risk Investments Texas is our highest grossing State
The END Any Questions or Comments?
