Certainly!

Here's a structured and well-organized format for the Super_Store Analysis using Informatica:

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## Informatica Hands-On Challenge: Super_Store Analysis

### Introduction:

You are provided with a sample dataset from a retail store, Super_Store. This dataset contains
information about orders, customers, products, and sales. Your task involves cleaning the data, analyzing
sales, customer orders, customer geography, and order processing time using Informatica PowerCenter.

### Data Preparation:

#### Oracle SQL Setup:

1. **Log in to Oracle SQL Developer in Admin connection using the credentials:**

- **Username:** system

- **Password:** Admin

2. **Create a table named `Super_Store` with the provided structure:**

| Column Name | Data Type |

|-----------------|---------------|

| Row_ID | INT |

| Order_Date | DATE |

| Ship_Date | DATE |

| Ship_Mode | VARCHAR(50) |

| Customer_ID | VARCHAR(50) |

| Customer_Name | VARCHAR(50) |
| Segment | VARCHAR(50) |

| Country | VARCHAR(50) |

| City | VARCHAR(50) |

| State | VARCHAR(50) |

| Postal_Code | VARCHAR(50) |

| Region | VARCHAR(50) |

| Product_ID | VARCHAR(250) |

| Category | VARCHAR(250) |

| Sub_Category | VARCHAR(250) |

| Product_Name | VARCHAR(250) |

| Sales | INT |

**NOTE:** While loading data into the table, update `order_date` and `ship_date` Date Format to
`DD/MM/YYYY`.

3. **Load `superstore_data.csv` into the `Super_Store` table.**

- **Path:** `\Desktop\Project\miniproject-informatica-super_store\`

### Informatica Repository Setup:

1. **Connect to the Informatica repository manager using the following credentials:**

- **Username:** Administrator

- **Password:** Administrator

2. **Create a folder named `Super_Store` in the repository manager.**

#### How to Import Source Table in Source Analyzer:

1. **Go to "Sources" option in Source Analyzer**

- **Step 2:** Select "Import from Database" option, then the ODBC Connection box will open.

2. **Create ODBC connection:**

- **Step 1:** Click the button next to "ODBC Data Source(...)".

- **Step 2:** On the next page, select the "User DSN" tab and click the "Add" button.

- **Step 3:** Select "Oracle Wire Protocol".

- **Step 4:** On the next page, select the "General" tab and enter the database details, then click
"Connect".

- **Data Source name:** oracle

- **Host:** localhost

- **Port:** 1521

- **SID:** xe

#### Create Connections for Workflow Manager:

1. **To Create a Relational Connection:**

- **Step 1:** In Workflow Manager, click on the "Connection" menu and select "Relational Option".

- **Step 2:** In the pop-up window, select "Oracle" in type and click the "New" button.

- **Step 3:** In the new window of connection object definition:

- **Enter Connection Name:** oracle

- **Enter username:** system

- **Enter password:** Admin

- **Enter connection string:** xe

- **Leave other settings as default and select OK button**

### Data Cleaning:

- **Mapping Name:** Map_Cleaned_Data

- **Session Name:** Session_Cleaned_Data

- **Target Table:** Super_Store_Cleaned_Data

#### Operations:

1. **Remove duplicates from the dataset to ensure data integrity.**

2. **Filter records where Country is 'United States' to focus on domestic orders.**

3. **Extract numeric part from `Customer_ID` to standardize customer identification (e.g., CH-1234,
extract 1234).**

4. **Concatenate `Customer ID` and `Customer Name` with '-' to create a unique identifier for each
customer (e.g., 1234-Charlies, Extracted ID-Customer name) and store it in `Customer_Id_Name`
column.**

5. **Drop the `customer_id`, `Customer_name` columns.**

6. **After cleaning, load data into the `Super_Store_Cleaned_Data` target table. (For columns check
sample output)**

#### After completing the mapping, in the Workflow Manager:

1. **Connect to repository "Repo_eticlass", and double-click on the folder to connect.**

- **Username:** Administrator

- **Password:** Administrator

2. **Create session `Session_Cleaned_Data`:**

- **Step 1:** Double-click on the session object in Workflow Manager to open the task window to
modify the task properties.

- **Step 2:** In the edit task window:

- **Select mapping tab.**

- **Select connection property.**

- **Assign the connection to source and target (In targets property - load data as normal and click on
insert check box).**
 - **Select OK button.**

3. **Creating Workflow:**

- **Step 1:** In Workflow Designer:

- **Select workflows menu.**

- **Select create option.**

- **Step 2:** In create workflow window:

- **Enter workflow name:** Workflow_Cleaned_Data

- **Select OK button (leave other options as default).**

When you create a workflow, it does not consist of any tasks, so to execute any task in a workflow you
have to add a task in it.

- **To add session task created in Task Developer to Workflow Designer:**

- **Step 1:** In the navigator tree, expand the tasks folder.

- **Step 2:** Drag and drop the command task to Workflow Designer.

- **After linking the task to the workflow, start the workflow.**

- **Check the workflow monitor if it succeeds or not.**

#### Sample Output:

| CUSTOMER_ID_NAME |

|--------------------------|

| 21925-Zushuss Donatelli |

| 16585-Ken Black |

| 21520-Tracy Blumstein |

Note: Super_Store_Cleaned_Data table data is used for the below tasks.

### Analysis Tasks:

- **Mapping Name:** Map_Sales_Summary

- **Workflow Name:** Workflow_Sales_Summary

- **Session Name:** Session_Sales_Summary

- **Target Table:** Sales_Summary

**Problem Statement:** Summarize total sales and average sales for each customer. Identify customers
with significant contributions to overall sales.

**Operations:**

1. **Summarize the sales data by calculating the sum of sales and store it in `Total_Sales` and average
sales store it in an `Avg_Sales` column for each customer using their 'Customer ID Name'.**

2. **Order the summarized data in descending order based on the total sales (`Total_Sales`).**

3. **Filter customers with total sales greater than 3000 and average sales greater than 300 to focus on
significant contributors.**

4. **Drop the unnecessary columns.**

5. **Load data into the `Sales_Summary` target table.**

**After completing the mapping, in the Workflow Manager:**

1. **Connect to repository "Repo_eticlass" and double-click on the folder to connect.**

- **Username:** Administrator

- **Password:** Administrator

2. **Create session `Session_Sales_Summary`:**

- **Step 1:** Double-click on the session object in Workflow Manager to open the task window to
modify the task properties.
 - **Step 2:** In the edit task window:

- **Select mapping tab.**

- **Select connection property.**

- **Assign the connection to source and target (In targets property - load data as normal and click on
insert check box).**

- **Select OK button.**

3. **Creating Workflow:**

- **Step 1:** In Workflow Designer:

- **Select workflows menu.**

- **Select create option.**

- **Step 2:** In create workflow window:

- **Enter workflow name:** Workflow_Sales_Summary

- **Select OK button (leave other options as default).**

- **To add session task created in Task Developer to Workflow Designer:**

- **Step 1:** In the navigator tree, expand the tasks folder.

- **Step 2:** Drag and drop the command task to Workflow Designer.

- **After linking the task to the workflow, start the workflow.**

- **Check the workflow monitor if it succeeds or not.**

#### Sample Output:

| CUSTOMER_ID_NAME | TOTAL_SALES | AVG_SALES |

|--------------------|-------------|-----------|

| 11140-Becky Martin | 10540 | 1506 |

| 14635-Grant Thornton | 8167 | 4084 |

| 20290-Sean Braxton | 5580 | 2790 |

- **Mapping Name:** Map_Order_Analysis

- **Workflow Name:** Workflow_Order_Analysis

- **Session Name:** Session_Order_Analysis

- **Target Table:** Order_Analysis

**Problem Statement:** Analyze customer orders to determine

the most frequent buyers and their order patterns.

**Operations:**

1. **Filter records for customers in category 'Office Supplies' and City in 'San Francisco' to analyze local
customer behavior.**

2. **Create new column `orders_count`, calculate the count of orders for each customer to determine
their order frequency.**

3. **Sort the results by order count in descending order to identify the most frequent buyers and get
only top 10 records.**

4. **Load data into the `Order_Analysis` target table.**

**After completing the mapping, in the Workflow Manager:**

1. **Connect to repository "Repo_eticlass" and double-click on the folder to connect.**

- **Username:** Administrator

- **Password:** Administrator

2. **Create session `Session_Order_Analysis`:**

- **Step 1:** Double-click on the session object in Workflow Manager to open the task window to
modify the task properties.
 - **Step 2:** In the edit task window:

- **Select mapping tab.**

- **Select connection property.**

- **Assign the connection to source and target (In targets property - load data as normal and click on
insert check box).**

- **Select OK button.**

3. **Creating Workflow:**

- **Step 1:** In Workflow Designer:

- **Select workflows menu.**

- **Select create option.**

- **Step 2:** In create workflow window:

- **Enter workflow name:** Workflow_Order_Analysis

- **Select OK button (leave other options as default).**

- **To add session task created in Task Developer to Workflow Designer:**

- **Step 1:** In the navigator tree, expand the tasks folder.

- **Step 2:** Drag and drop the command task to Workflow Designer.

- **After linking the task to the workflow, start the workflow.**

- **Check the workflow monitor if it succeeds or not.**

#### Sample Output:

| CUSTOMER_ID_NAME | ORDERS_COUNT |

|------------------|--------------|

| 14045-Jeremy Pistek | 4 |

| 16510-Keith Herrera | 4 |

#### Task 3: Customer Geography Analysis

- **Workflow Name:** Workflow_Geography_Analysis

- **Session Name:** Session_Geography_Analysis

- **Target Table:** Geography_Analysis

**Problem Statement:** Analyze customer distribution across different regions to identify potential
market segments.

**Operations:**

1. **Filter records for customers in the state 'California' to focus on specific geographical areas.**

2. **Group customers by region (North, South, East, West) based on their location data.**

3. **Calculate the count of customers in each region to understand the geographical distribution.**

4. **Drop the unnecessary columns, kindly check the sample output.**

**After completing the mapping, in the Workflow Manager:**

1. **Connect to repository "Repo_etlclass" and double-click on the folder to connect.**

- **Username:** Administrator

- **Password:** Administrator

2. **Create session `Session_Geography_Analysis`:**

- **Step 1:** Double-click on the session object in Workflow Manager to open the task window to
modify the task properties.

- **Step 2:** In the edit task window:

- **Select mapping tab.**

- **Select connection property.**

- **Assign the connection to source and target (In targets property - load data as normal and click on
insert check box).**
 - **Select OK button.**

3. **Creating Workflow:**

- **Step 1:** In Workflow Designer:

- **Select workflows menu.**

- **Select create option.**

- **Step 2:** In create workflow window:

- **Enter workflow name:** Workflow_Geography_Analysis

- **Select OK button (leave other options as default).**

- **To add session task created in Task Developer to Workflow Designer:**

- **Step 1:** In the navigator tree, expand the tasks folder.

- **Step 2:** Drag and drop the command task to Workflow Designer.

- **After linking the task to the workflow, start the workflow.**

- **Check the workflow monitor if it succeeds or not.**

#### Sample Output:

| CUSTOMER_ID_NAME | REGION | STATE | REGION_ORDERS_COUNT |

|---------------------|--------|------------|---------------------|

| 14095-Eudokia Martin | West | California | 182 |

#### Task 4: Order Processing Time Analysis

- **Mapping Name:** Map_Order_Processing

- **Workflow Name:** Workflow_Order_Processing

- **Session Name:** Session_Order_Processing

- **Target Table:** Order_Processing

**Operations:**

1. **Calculate the processing days for each order by subtracting the order date from the ship date and
store it in new column `processing_days`.**

2. **Categorize processing days (e.g., less than 1 day then immediate delivery, 1 to 3 days then
moderate delivery, 3 or more days then long term delivery).**

3. **Count the number of orders falling within each category of processing days to analyze processing
days distributions.**

4. **Drop the unnecessary columns, kindly check the sample output.**

5. **Load data into the `Order_Processing` target table (for columns check sample output).**

**After completing the mapping, in the Workflow Manager:**

1. **Connect to repository "Repo_etlclass" and double-click on the folder to connect.**

- **Username:** Administrator

- **Password:** Administrator

2. **Create session `Session_Order_Processing`:**

- **Step 1:** Double-click on the session object in Workflow Manager to open the task window to
modify the task properties.

- **Step 2:** In the edit task window:

- **Select mapping tab.**

- **Select connection property.**

- **Assign the connection to source and target (In targets property - load data as normal and click on
insert check box).**

- **Select OK button.**

3. **Creating Workflow:**
 - **Step 1:** In Workflow Designer:

- **Select workflows menu.**

- **Select create option.**

- **Step 2:** In create workflow window:

- **Enter workflow name:** Workflow_Order_Processing

- **Select OK button (leave other options as default).**

- **To add session task created in Task Developer to Workflow Designer:**

- **Step 1:** In the navigator tree, expand the tasks folder.

- **Step 2:** Drag and drop the command task to Workflow Designer.

- **After linking the task to the workflow, start the workflow.**

- **Check the workflow monitor if it succeeds or not.**

#### Sample Output:

| CATEGORISE_PROCESSING_DAYS | ORDER_COUNT |

|----------------------------|-------------|

| Immediate delivery | 32 |

| Long Term delivery | 641 |

### Final Step:

1. **Run the provided PowerShell script `sample_test.ps1` to get the sample score.**

2. **Submit your solution to validate your work.**

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This format includes all necessary steps and details required for completing the Informatica Hands-On
Challenge for Super_Store Analysis. Let me know if you need further assistance!