• J Livingston SQL (5/13/2013)

    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

    It may be overkill, I'm trying to crack back into BI, and I'm looking for something that will help me wrap my brain around things and maybe turn into a small prototype for work as well 🙂

    thanks for the advice.