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So I've decided to take a step in the right direction and begin the data modelling phase of my project. For those who didn't read my last blog post, I'm trying to find ways to study and get ready to take the BI Cert exam in September. I thought working on something for work might be a good way to start.
So I'd like to begin by creating a small datawarehouse that tracks positions for investments. A position is the value of a portfolio of stock at a specific moment in time. So for example, the position of my portfolio right now is $1000, and it's made up of 4 stocks and 2 bonds. The stocks are all worth 200$ a piece, and the bonds are $100 a piece.
I had thought to pull in positions into a fact table, but when I thought about it, it's confusing me a little. I can track the position of a portfolio without getting more detailed, but what if I wanted to track the individual stocks that make up that position instead? Would I need a fact for positions at all, or just a fact for each individual security that I can combine in a cube or a report by having a dimposition table?
I know that this really reads more as a forum post, but I want to be able to easily look through my findings as I progress than have to search through forums.