1. Identify the business process

  • Business process is a low-level activity performed by an organization (usually action verbs)
    • examples: taking orders, invoicing, receiving payments, handling service calls, registering students, performing a medical procedure, or processing claims.
    • Retail Sales business process
      • POS retail sales transactions
  • Business process generates or captures key performance metrics

2. Declare the Grain

  • Declaring the grain means specifying what a fact table row represents.
  • “What does a single row in a fact table represent?”
  • Examples of grain declarations:
    • One row per scan of an individual product on a customer’s sales transaction
    • One row per line item on a bill from a doctor
    • One row per individual boarding pass scanned at an airport gate
    • One row per daily snapshot of the inventory levels for each item in a warehouse
  • Retail Sales grain
    • the most granular data is an individual product on a POS transaction, assuming the POS system rolls up all sales for a given product within a shopping cart into a single line item.”

3. Identify the Dimensions

  • Represents the “who, what when, where, why, and how” associated with the grain
  • Examples:
    • date
    • product
    • customer
    • employee
    • facility
  • Retail Sales dimensions
    • immediate dimensions: product and transactions
    • descriptive dimensions: date, product, store, promotion, cashier, and method of payment.
    • special/degenerate dimension: POS Transaction Ticket NumberW

4. Identify the Facts

  • “What is the business process measuring?”
  • Typical facts are numeric additive figures, such as quantity ordered or dollar cost amount.
  • Retail Sales facts
    • Four of the facts, sales quantity and the extended discount, sales, and cost dollar amounts, are beautifully additive across all the dimensions.
    • You can slice and dice the fact table by the dimension attributes with impunity, and every sum of these four facts is valid and correct.