Financial Information Management FIM: Databases Stefano Grazioli.
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Transcript of Financial Information Management FIM: Databases Stefano Grazioli.
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t FIM: DatabasesStefano Grazioli
Debriefing Still doing well Lab Easy meter
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t DB and BI ToolsEssentials
Why do we need Databases? Indispensable in commerce Program (e.g., VBA) data is volatile
Database
DB and DBMS A database (DB) is an organized collection of data A database Management System (DBMS) is a
software that provides data-related functionality
DBMS DataBaseDataBase
file(s)
User orprogram
• Access, Oracle, IBM DB2, SQL Server, MySQL...
• Is Excel a DB or a DBMS?
Data Base Management Systems
DBMS is software that includes Data Definition Language Data Manipulation Language Data Dictionary
Accounting
Production
Marketing
Inventory
Customers
Invoices
Orders
Purchasing
Scheduling
Billing
Pricing
Purchases
DBMS
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t SmallBank DBExample
Data Definition LanguageCREATE TABLE Loan ( l_id integer primary key, principal money, rate decimal(8,5) DEFAULT 0.015, date_due datetime, lo_id integer);
l_id principal rate date_due lo_id343 $400,000.00 3.25000 7/11/16 74
7654 $258,500.00 4.50000 1/23/19 92
LOAN
Data Manipulation Language Record visualization (selection) Record insertion
INSERT INTO LOAN (l_id, principal, rate, date_due)values (7233, 250000, 2/2/2020);
Record update Record deletion
l_id principal rate date_due lo_id343 $400,000.00 3.25000 7/11/16 74
7654 $258,500.00 4.50000 1/23/19 92
LOAN
DBMS - Data DictionaryName: PrincipalWeb Name: LoanAmountPC name: PrincipalDue
Description: Loan amount granted to a customer
Size: 20 bytesType: numericDate changed: 01/02/10Ownership: LENDINGAccess security: MANAGER, LENDING; MANAGER, RISK MANAGER, SALES….Used by: LENDING, RISK, MARKETING…Program using: P00023, P00034, P00121, …Reports using: R124 (daily report); R323 (lending summaries); ...
Metadata
RDBMSWhen a DBMS organizes your data so that they appear to the users as TABLES, that DBMS is a Relational DBMS, or RDBMS.
RDBMS “tables inside”
User
Relational TablesTRADE_NO SEC_ID TICKER UNIT_PRICE QUANTITY FEE_%
1 1123312 ACME 90.23 100 10
12 3242344 MSFT 45.55 30 10
23 1123312 ACME 91.11 55 10
34 9992933 ORCL 73.56 200 15
37 3242344 MSFT 45.93 50 10
47 7798797 GE 95.26 100 10
48 3242344 MSFT 43.24 55 5
49 3242344 MSFT 42.63 35 10
56 7798797 GE 94.92 90 5
Relational TablesTRADE_NO SEC_ID TICKER UNIT_PRICE QUANTITY FEE_%
1 1123312 ACME 90.23 100 10
12 3242344 MSFT 45.55 30 10
23 1123312 ACME 91.11 55 10
34 9992933 ORCL 73.56 200 15
37 3242344 MSFT 45.93 50 10
47 7798797 GE 95.26 100 10
48 3242344 MSFT 43.24 55 5
49 3242344 MSFT 42.63 35 10
56 7798797 GE 94.92 90 5
Table (or relation)
Row(or Record)
Column(or Field)
Primary KeyTRADE_NO SEC_ID TICKER UNIT_PRICE QUANTITY FEE_%
1 1123312 ACME 90.23 100 10
12 3242344 MSFT 45.55 30 10
23 1123312 ACME 91.11 55 10
34 9992933 ORCL 73.56 200 15
37 3242344 MSFT 45.93 50 10
47 7798797 GE 95.26 100 10
48 3242344 MSFT 43.24 55 5
49 3242344 MSFT 42.63 35 10
56 7798797 GE 94.92 90 5
Primary key is a field that contains unique (non duplicated) information & is used to identify a record
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t WINITWhat Is New
In Technology?
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t DB TrendsEvolution of DB architectures
Research
Technology In Place…Problem NOT Solved!
DB Proliferation
Accounting
Finance
Production
Marketing
Sales
Costs
Forecasts
Costs
InventoryApplication #1
Application #3
Application #2
Application #4
Application #5
Application #5
DBMS
DBMS
DBMS
DBMS
A Solution:Integration Out Of The Box
Accounting
ProductionUnit #01
Production Plant #02
Marketing
App. #1
App. #3
App. #2
App. #4
Integrated Enterprise
DataPortal /Dashboard
CentralizedDBMS
Enterprise System
SAP, Oracle, Mycrosft Dynamics GP….
A Popular Fix: Data Warehousing
Integrated Enterprise
Data
This is hard to do!(ETL engines)
Customers
Costs
Sales
Accounting
ProductionPlant #01
Production Plant #02
App #1
App #3
App #2
App #4
DBMS
Marketing
App #5
App #6
DBMS
DBMS
DBMS
Customers
Costs
Sales
Costs
Sales
Sales & Research
DBMSData
Warehouse
Portal /Dashboard
DSS (BI)
Business Intelligence
Source: B. Wixom
You do the talking Name, major Learning objectives Things you like about the class Things that can be improved Strengths / Attitude towards the
Tournament
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t HomeworkGoogle’s Daily Cagr
The user press the Compute Cagr button
UML Activity Diagram - Daily Compound Average Growth of a Security (part II)
Compute the Cagr for the next customer
Print the result for that customer
[No More Customers]
Print the Average of all Cagrs at the bottom of the
Cagr column, with a descriptive label.