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The tax firm

Ashwin Ravikrishnamoorthy Krishna Prasad Jayanarayanan Martina de la Cruz Nishanth Krothapalli. The tax firm.

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The tax firm

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  1. AshwinRavikrishnamoorthy Krishna Prasad Jayanarayanan Martina de la Cruz NishanthKrothapalli The tax firm

  2. THE TAX FIRM is an American software company that develops financial and tax preparation software and related services for small businesses, accountants and individuals. Our product is sold by different retailers and also available online. Our headquarters is in Houston, TX. We have been in business since 2000. We have 500 employees. Business background

  3. Software Sales • Staff should be able to study the software sales per quarter, month, year, • Staff should be able to track sales region, state, city • Executive staff should be able to provide strategic information by studying sales per group. • Executive staff should be able to use various combinations of business dimensions to forecast revenue for projects and sales. Business needs

  4. Errors • Staff should be able to study the number of errors per quarter, month and year • Executive Staff should be able to study and provide strategic information about various errors and their resolution. • Staff should be able to study and track errors that have occurred in the past. • Staff should be able to create reports that aid in enhanced error handling • Executive staff should be able to provide strategic information from error reports to improve customer service Business Needs

  5. fact • sales(date_id, shop_id, customer_id, product_id, amount,quantity) • Error(date_id, product_id,error-code,status,duration) • Dimensions • Time Dimensions • date (date_id,transaction_date,month_id) • month (month_id,month_name,quarter_id) • quarter (quarter_id,quarter_no,year) • Zone Dimensions • shop (shop_id,shop_name,city_id) • city (city_id,city_name,state_id) • state (state_id,state_name) Dimensions and fact tables

  6. Customer Dimensions • customer (customer_id,customer_name,customer_address,cust_type_id) • customer_type (cust_type_id,customer_type_name) • Product dimensions • Product_name (product_id,description,prod_type_id) • Product_type (prod_type_id,product_name) • Error Dimensions • Error_type (err_code,name) Dimensions Cont…

  7. STAR SCHEMA

  8. Snow Flake schema

  9. SHOP_DIM CITY_DIM STATE_DIM Data DICTIONARY

  10. DATE_DIM MONTH_DIM QUATER_DIM

  11. PRODUCT_DIM PRODUCT_TYPE_DIM

  12. CUSTOMER_DIM CUSTOMER_TYPE_DIM

  13. ERROR_FACT SALES_FACT

  14. ERROR_TYPE_DIM

  15. City DIM Data Values

  16. Customer Dim DATA values

  17. Customer type dim Data values

  18. Date dim Data values

  19. Error dim Data values

  20. Error fact Data values

  21. Month dim Data values

  22. Product dim Data values

  23. Product type dim Data values

  24. Quarter dim Data values

  25. Retailer dim Data values

  26. Sales fact Data values

  27. State dim Data values

  28. Software sale reports: • Number of software sales per quarter, month, year • Sales per region, state, city • Sales per group (individuals, small businesses, tax specialists) •  Error reports: • Number of errors per quarter, month, year • Break-down of errors per product, including resolution • Number of errors per type of error • How long each type of error took to resolve Reports

  29. Reports Screenshot

  30. Number of sales of all the products per quarter, year, month Reports

  31. Amount of sales of product per state, city , retailer Reports

  32. Amount of sales of product per type of customer Reports

  33. Number of errors in the products per quarter, month, year Reports

  34. Break-down of errors per product Reports

  35. Reports Number of occurrences of the errors with respect to time

  36. Reports How long each type of error took to resolve

  37. THANK YOU

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