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    Developing an Integrated Metadata Framework in

    Business Intelligence Environment

    Dr. William Yeoh

    School of Information Systems

    Deakin University

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    BI Vendors

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    Business Intelligence System

    1

    Data

    Repositories

    Data Extraction,

    Transform, Loading

    Central

    Data WarehouseData Marts Data Access and Analysis

    Procurement

    Cube

    EnterpriseData

    Warehouse

    OperationalData Store

    (ODS)

    OtherData Mart

    ProcurementData Mart

    FinancialData Mart

    Cube

    Cube

    Ad hocQuery

    ExecutiveIS

    Standard

    Report

    Data ModelingTool

    ETL Tool

    Staging

    Area

    CentralMetaData

    Staging andETL process

    BI Tools

    ERP Suite

    Other

    Systems

    OtherData Marts

    Legacy

    Systems

    EAI Tool

    Production

    BI Portal

    OLAP

    Spread

    Sheet

    Metadata

    Figure: Adapted from Griffin, J. (2003)

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    Some types of Data Quality Problems

    Definition mismatches

    InconsistentDatatypes

    Inconsistent Null rules

    Invalid keysInvalidValu

    es

    Orphans

    Outofrang

    e

    Pattern exceptions

    Potential

    defaults

    Duplica

    tesRuleexceptions

    Unused fields

    Inconsistentdatatypes

    Synonyms (Same object different names)

    Homonyms (Different objects same name)

    Spellingerrors

    Dummyvalu

    es

    Absence of data

    Multipurpose fields

    Contradiction

    Violation of business rules

    Non-unique identifiers

    Multipurpose fields

    Cryptic data

    Mismatched entries

    Incomplete values

    Missing values

    Misfieldedvalues

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    Data + Business Rules = Information

    QUALITY(Data + Business Rules) = Information

    ?

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    Case 1: A Large University

    Object and Element Metadata Model

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    Research Participants

    Business Intelligence Manager,

    Project Officer,

    Enterprise Data Warehouse Specialist,

    Planning Officer,

    Business Intelligence Analyst,

    A Senior Analyst,

    A Business Analyst, Key Business Users.

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    Metadata needs

    ?To provide consistency for descriptions and

    definitions of the data in the BI environment;

    ?To provide an overall enterprise view;

    ?To solve a problem of misinterpretation of

    some terms which could have different

    meanings for staff with different roles; and

    ?To provide translation between technical and

    business terms.

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    An Example of Glossary

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    Metadata for Object (reports & cubes)

    Name of the object

    Type of the object

    Description

    Time period

    Scope

    Usage

    Primary audienceCritical notes

    Source systems

    History

    Contact person

    Report designer

    Data Refresh date

    Refresh frequency

    Report run date

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    Metadata for Element (terms and

    columns)

    Name of the element

    Business acronym

    Primary system

    Description

    Type (measure or dimension?)

    Places of use

    History

    Owner (maybe same as contact in

    Obj)

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    Metadata interface(ASP 2.0)

    Metadata database

    (SQL Server 2005)

    CognosViewer

    Cognos

    Content Store

    ModelXML files

    Metadata

    import app(Windows

    Form, VB.NET,

    Cognos SDK)

    Existing components of the BI environmentComponents of the metadata application

    CognosJavaScript

    files

    ModifiedJavaScript

    files

    Architecture of the metadata application

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    Metadata Interface

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    Case 2: An Online Recruitment Firm

    An Integrated Metadata Framework to

    enhance BI Traceability

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    Research Participants

    Chief Executive Officer,

    Chief Operation Officer,

    Chief Information Officer,

    Chief Technology Officer,

    Regional Process Improvement Manager,

    Quality and Administration Manager,

    Management Information Systems Manager.

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    The Metadata Framework: Business Intelligence

    Product Map (BIP-Map)

    BIP-Map

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    High-level Architecture of BIP-Map

    BI Dashboard

    BIP-Map Layer 1

    (Business Process)

    BIP-Map Layer 2

    (Information Process)

    BIP-Map Layer 3

    (Metadata)

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    The First Layer of BIP-Map:

    Business Process

    ? Based on Business Process Modelling Notation (BPMN).

    ? Users are able to easily identify the activities and

    participants for the business processes.

    ? Changes can be implemented easily to improve the workflow

    of business processes if necessary.

    BI Dashboard

    BIP-Map Layer 1

    (Business Process)

    BIP-Map Layer 2

    (Information Process)

    BIP-Map Layer 3

    (Metadata)

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    The Second Layer of BIP-Map:

    Information Process

    ? Information Product Map (IP-Map)

    ? Users are able to visualise the information manufacturingprocesses of an information product.

    ? The way how data is being captured, processed and stored in

    the systems can be easily understood.

    ? Enables changes to be implemented easily for improving the

    workflow of information processes.

    BI Dashboard

    BIP-Map Layer 1

    (Business Process)

    BIP-Map Layer 2

    (Information Process)

    BIP-Map Layer 3

    (Metadata)

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    The Third Layer of BIP-Map:

    Metadata Information

    ? Users can know in detail about how data is being validatedand

    processed when it is being captured.

    ? Serves as a useful reference for database administrators.

    ? Helps users to identify the criteria used to generate a report

    from the systems.

    ? Implement accountabilities to manage the quality of data at

    enterprise level.

    BI Dashboard

    BIP-Map Layer 1

    (Business Process)

    BIP-Map Layer 2

    (Information Process)

    BIP-Map Layer 3

    (Metadata)

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    Demo of BIP-Map

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    Summary

    ? Visualise all business and information processes relating to the

    manufacturing of BI products.

    ? Helps BI stakeholders to understand the data and the

    information manufacturing processes.

    ? Enhances traceability of the BI product by clearly outlininglineage information.

    ? Allows technical personnel to understand the business processes

    that relate to certain information.

    ? Business users are able to gain insights into the logic behind

    any BI report.

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    BIP-Map

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    Acknowledgement

    Yuriy Verbitskiy, Planning and Assurance Services,University of South Australia.

    Tim Chee, Faculty of Information and Communication

    Technology, University Tunku Abdul Rahman.

    JobStreet.com Corporation

    Research participants

    References: Verbitskiy, Y. Yeoh, W & Koronios, A 2009, Metadata implementation

    for a Business Intelligence environment, Proceedings of Annual

    Conference of Australasian Association for Institutional Research,

    Adelaide, Australia.

    Chee, C.H., Yeoh, W. & Gao, S, 2011, Enhancing Business

    Intelligence Traceability through an Integrated Metadata Framework,

    Proceedings of 22nd Australasian Conference on Information

    Systems, Sydney, Australia.

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    [email protected]