• Matthew Cushing (5/13/2013)


    J Livingston SQL (5/13/2013)


    Matthew Cushing (5/13/2013)


    So if I have 5 shares of IBM that are worth 100$, 10 shares of Microsoft worth 200$, my position right now is $300.

    is this a typo ?

    if not please explain how you get to $300

    5 shares worth 20$ a piece, totalling $100

    10 shares worth 20$ a piece, totalling $200

    Sorry, that was a bit misleading.

    fair dos...should have realised 🙂

    personally I would model this in excel and pivot tables first.....easy enough to create sample data.

    start planning on what you really want to analyse / kpis / change over time etc

    when you know what you want then start looking at a DW......but are you really sure you need a DW?

    how many clients / porfolios / stocks / dated etc....A DW may be overkill...only you know

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