Documents and data
Data pipeline to an analytics warehouse
Sales, marketing and operations data is collected, checked and modelled in a warehouse with clear owners.
Fictional scenario. An example situation that illustrates the approach. It is not a client project and describes no measured results.
Business problem
A fictional retailer builds reports in spreadsheets from different exports. Numbers differ between departments.
Assumptions
- Sources have APIs or exports.
- There is a cloud data warehouse or one will be chosen.
- Departments agree on definitions.
Constraints
- Personal data only where needed.
- Every metric has an owner.
- No manual corrections in the warehouse.
Reference architecture
Components by stage — an illustration, not a running system and not a certified design.
01Sources
- CRM
- Shop
- Advertising
02Ingestion
- Scheduled extraction
- Raw tables
03Transformation
- Tested models
- Metric definitions
04Output
- Reports
- Analysis datasets
The diagram as a list
| Stage | Components |
|---|---|
| Sources | CRM, Shop, Advertising |
| Ingestion | Scheduled extraction, Raw tables |
| Transformation | Tested models, Metric definitions |
| Output | Reports, Analysis datasets |
Interfaces
| From | To | Via |
|---|---|---|
| Sources | Ingestion | APIs and exports |
| Ingestion | Warehouse | Batch loads |
| Warehouse | Reports | Read-only views |
Data flow
- Data is extracted on a schedule.
- Raw data is kept unchanged.
- Transformations are code with tests.
- Metrics follow agreed definitions.
- Reports read only the models.
Security boundaries
- Personal data is masked in the analytics layer.
- Read roles per department.
- Source secrets in a store.
Where a person approves
- A change to a metric definition.
- A new source with personal data.
Delivery phases
01 · Discovery
Metrics, sources and owners.
02 · Foundation
Ingestion and raw tables.
03 · Models
Transformations and tests.
04 · Operation
Freshness and quality monitoring.
Limitations
- Quality depends on the sources.
- Historical data may be incomplete.
Trade-offs
- Batch vs streaming — simplicity vs freshness.
- Strict definitions — alignment work up front.
Related services
Related assessments
Integration patterns used
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