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Establishing 'Making it Happen' as a 'Formal & Predictable' Discipline
Principles and Rules Listing Page

Keep Aggregates and Details data in different Fact tables

One needs to store data in most granular form in the data warehouse. However, in certain situation, you may need to supplement the same with summary data to enhance the performance for predictable queries. One should have the detailed and aggregate data stored in separate fact tables.
 
This page of 'Principles and Rules' is linked to:  Data Warehousing,

Please refer store most granular data in Data-warehouse, where we are recommending the detailed/transaction level data to be stored in Data Warehouse platform. This makes Data Warehouse as a universal BI resource, whereby it can serve wide variety of end-user tools (many of which required detailed data- like enterprise reporting) and also allow you to drill down to the lowest level of details for investigative and cause analysis actions.

So does it mean that we don’t need to store summary data (or what you call as aggregate fact tables in Dimensional modeling lingo) in Data Warehouse. Answer is mostly ‘no- we need summary data’. The reasons is the Summary data, enhanced the response time to the select queries. Detailed data may be in position to respond to more un-predictable queries. However, for predictable, high load queries, one may need to have aggregate fact tables to facilitate faster response time. While we say this, one needs to be cautious to go for summary data, and use it only when critically needed.

Therefore, you can have situations, where you will need the detail as well as the summary data for a given set of dimensions. In this scenario you should have separate fact table grain for detail vs. summary data. Therefore, you will have a different fact table grain for different level of aggregations. The reason for this is:

  • A fact table grain should be operating at a single level (refer business hierarchy). The entire querying and population of OLAP from Data Warehouse, is typically based on this assumption of single level fact grain table. The querying on the data warehouse will become complex in case you club detail and aggregation in the same table. You need to apply filters on the same schema, depending upon the level of summary information you are looking for.
  • The dimensional table linked with the fact table grain will also become confused. The primary key of the dimensional table, will be pointing to different entities. For example, one record of the dimensional table will have the primary key related to a sales agent, and the other record will have the primary key related to the sales manager (higher level in the same channel dimension).
  • If you look the database tables in the OLTP or transaction systems, you will see that all the tables will have data at the same level. The same principle is also applied in the data warehouse, to maintain consistency and simplicity.

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Relevant Links to this page
Principles & Rules → Dimensional model has to be aligned to the Entity-Relationship → Principles & Rules → Always Use Conformed Dimensions → Principles & Rules → You may not be a able to have a perfect ETL → Practice Techniques → Handling Sparse Dimensional tables → Principles & Rules → Do not separate the parent and child line item data → Practice Techniques → Managing time-stamps across multiple time-zones → Practice Techniques → Recording events in multiple currencies → Practice Techniques → Handle different units of measure in the same fact table → Principles & Rules → Handling of Null foreign Keys in fact tables → Principles & Rules → Dimension Attributes as NULL → Principles & Rules → Don't rely too much on Meta Data Tools to enforce Business Intelligence → Principles & Rules → Don't wait for universal models for Data Marting → 
 
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Relevant links to this page
Dimensional model has to be aligned to the Entity-Relationship
Always Use Conformed Dimensions
You may not be a able to have a perfect ETL
Handling Sparse Dimensional tables
Do not separate the parent and child line item data
Managing time-stamps across multiple time-zones
Recording events in multiple currencies
Handle different units of measure in the same fact table
Handling of Null foreign Keys in fact tables
Dimension Attributes as NULL
Don't rely too much on Meta Data Tools to enforce Business Intelligence
Don't wait for universal models for Data Marting
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