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OLAP Design for bank account

OLAP Design for bank account

OLAP Design for bank account


Can anyone point me towards reading material that detail specifics for developing a design, and subsequent warehouse cubes, for finacial data (bank accounts, securities etc)?

A lot of information I can find work with pure sales related and do not cater or the semi additive challenges set with working with balnace moving data.

Thanks in advance,   

RE: OLAP Design for bank account

Kimball talked about Financial DW and dimensional modeling in his classic book "The Data Warehouse Toolkit"

The trouble with doing something right the first time is that nobody appreciates how difficult it was - Steven Wright

RE: OLAP Design for bank account

Agree with the above, you should read Kimball's "Data Warehouse Toolkit" book for advice - there is a chapter on Financial Services, but it should be read in the context of the whole book.

Its likely your users will be wanting to analyse some kind of account monthly snapshot, maybe monthly balances, fees etc. for banking type products. Other products that are more process-orientated like mortgages will benefit from an accumulating snapshot fact table, there is a good example of this here:

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