How to Build an End-to-End Data Warehouse Testing Strategy

Timothy Joseph
Timothy Joseph | March 12, 2024

How To Build an End-to-End Data Warehouse Testing Strategy

Data is perhaps the best resource that has guided business decisions since commerce was invented. Today, we have capabilities that allow us to store, analyze, and derive actionable insights from business information. It has allowed companies to adapt their business plans to meet changing consumer needs and predict future trends.

However, with these innovative processes and technologies come new problems for us. This is especially true regarding the challenges in data warehouse testing.

What is Data Warehouse Testing?

Data warehouse testing refers to develop and execute complex test cases to assess integrity of data in a warehouse. This process checks whether the stored information is reliable, accurate, and aligned with the organization’s data framework.

The data warehouse testing process is performed at two junctures: the first is when data from multiple sources are received in a warehouse. The second point is when the test considers the whole data pipeline, thereby analyzing data during extraction, transformation, and loading operations. When stages validate data, it becomes easier to identify and fix issues quickly.

Besides that, the testing also considers business intelligence reports and dashboards that use the consolidated data from their sources. By introducing this added validation layer, testers can confirm the data quality once all ETL operations have been completed.

In short, it covers BI and ETL testing, two vital aspects that any data warehouse needs.

 

Latest Technology Trends

  • AI-Powered Testing

    Artificial intelligence (AI) and machine learning (ML) are transforming how we analyze data and test data warehouses. AI-powered testing tools can identify anomalies, predict data quality issues, and recommend optimizations. These technologies help reduce manual testing efforts and enhance the accuracy of your data warehouse testing process.

  • Automation Testing

    It enables testers to create and execute test cases, generate test data, and identify anomalies efficiently and accurately. Key automation tools and frameworks such as Data Testing Assistant (In-house), Apache JMeter, and Selenium are gaining traction for data warehouse testing. Automation accelerates the testing process and ensures repeatability, reducing human errors.

  • Data Masking and Privacy Compliance

    Data masking has become a critical trend in data warehouse testing. It involves concealing sensitive information in test environments to protect personally identifiable data (PII). Testers are adopting advanced data masking techniques and tools to simulate real-world scenarios while safeguarding sensitive data.

  • Performance and Scalability Testing

    As data warehouses grow in size and complexity, performance and scalability testing are becoming indispensable. Testers simulate large-scale data loads and concurrent user activity to evaluate how the data warehouse performs under stress. Advanced profiling tools help identify performance bottlenecks and optimize query execution.

  • Cloud-Based Data Warehouses

    The migration of data warehouses to cloud platforms such as AWS, Azure, and Google Cloud is gaining momentum. Testing in the cloud presents new challenges and opportunities. Testers focus on ensuring seamless integration, data synchronization, and performance tuning in cloud-based data warehouses. Tools like Snowflake and Redshift are becoming famous for cloud data warehouse testing.

  • Data Quality Assurance

    Data quality remains paramount in data warehousing. Testers use data profiling and validation tools to assess data accuracy, completeness, and consistency. Establishing data quality benchmarks and implementing data cleansing strategies are essential to maintain the integrity of the data warehouse. Our in-house tool, “Data Testing Assistant,” helps with data quality.

 

Significance of Data Warehouse Testing

It is crucial because businesses can extract and store accurate data to create an effective information architecture. This is particularly crucial with data warehouses growing bigger and becoming increasingly complex.

The following are the two major advantages you can get when you invest in quality data warehouse testing today:

  • Data Reliability Influences Business Intelligence

    When determining the accuracy of your analytics, data quality takes precedence over factors like the size of data samples or the quantity. After all, possessing reliable datasets means generating more precise results than having a large one with inaccurate information.

    When you prioritize quality, this can help you avoid data hoarding, which can reduce the overall processing efficiency of a data warehouse. A good data warehouse testing strategy can allow your organization to make data processes less time-consuming, hassle-free, and more efficient for everyone involved.

  • Validate Data Transformation and Loading Processes

    With data warehousing, you can expect the data here to flow via an ETL pipeline where the information is extracted from various sources, transformed, and then stored in its intended database. However, the testing process puts the pipeline under the microscope as it works to determine if everything is working according to the business requirements.

    The objective of the testing phase is to ensure that all information in a data warehouse is suitable for processing, especially since it comes from different sources.

  • Goals of Data Warehouse Testing

    The following are the main goals in all data warehouse testing phases:

    • Data Accuracy: This goal ensures data is extracted from source systems and conforms to business rules and standards.
    • Data Completeness: This goal is to ensure that all of the expected information is loaded through each ETL procedure and that there is no data truncation or loss during the extraction, transformation, and loading (ETL) process.
    • Data Quality: This goal ensures the validation of data quality metrics such as profiling, data cleansing, and data enrichment.
    • Metadata Validation: This ensures that metadata, including table structures, relationships, and data definitions, are accurate and changes are reflected in the data warehouse.
    • Data Transformations: It guarantees that all information to be transformed is accomplished according to business requirements and specifications.
    • Dimension and Hierarchy Testing: This is to verify that dimensions and hierarchies used in data warehousing, such as SCD (slow changing dimensions and time dimensions) are correctly implemented and to test drill-down and drill-through capabilities.
    • Test Data Access Controls And Permissions: Only authorized users can access sensitive data. Encryption of data and security protocols are implemented.
    • Integration Testing: This is performed to confirm the ETL process works well with the other upstream and downstream procedures.
    • Regression Testing: Regression testing ensures all existing functions are intact whenever a new ETL code and information is released.
    • User-interface Testing: This is to certify that the data warehousing solution can meet the expectations of users while anticipating any of their future expectations.
    • Performance and Scalability: This ensures that all technical architecture is easily scalable and that all queries and data loads perform within expected periods.
    • User-acceptance Testing: This certifies that the data warehousing solution meets the users' current expectations and successfully anticipates future expectations.
 

Data Warehouse Testing Strategy

An effective data warehouse testing strategy involves formulating a formal test plan that verifies data requirements as stated in the following:

  • Business requirements
  • Source to target mapping
  • ETL design documents
  • Data models for target schemas and sources
  • Continuous monitoring and alerting
  • Post-implementation support

The following are some of the procedures involved in creating a test strategy:

  1. Creation of a separate Test Environment

    You can choose from the following warehouse environments to store data for testing, which can be the same as that of Dev, UAT, and Production environments:

    • Public Cloud: Use a hosted cloud service provider, like AWS or Azure.
    • Private Cloud: Hire a third-party provider or host a cloud on your hardware.
    • Hybrid Cloud: This can be used in two ways: first, use a mix of on-premise and cloud storage; second, store the data on-premise, and then use cloud capabilities for analytics.
    • On-premise: Host on local hardware.
  2. Identify Various Entry Points

    Since several stages are involved in loading data into a warehouse, it is crucial to identify the different entry points to analyze and confirm the data at each step. When performed only at the destination, the testing results can be confusing — especially once errors have been identified. This makes it difficult to determine the cause of the problem.

    Some examples of entry points to consider are the sources, the staging database, the various points in the ETL pipeline, and the BI engine, where the reports are read from the warehouse data.

  3. Prepare Required Collaterals

    The mapping document and database schema representation are the two basic collaterals necessary for the data warehouse testing process.

    The mapping document is often a spreadsheet that maps every column within the source database back toward the destination database. You can also find complex SQL queries here that compare the two columns to assess if the data has arrived correctly at the destination.

    A data integration solution can let you generate this mapping document, which you can use as input for designing data warehouse test cases.

  4. Design an Automated, Elastic, and Integrated Framework

    Although some information can be loaded in batches and others instantly, new updates can come in via streaming queues. That is why the design of a testing framework needs to be generic and flexible to accommodate the various data types and sources.

    Furthermore, integrating the test framework (for example, Data Testing Assistant) using an automated data solution can increase testing process efficiency.

  5. Adopt a Comprehensive Testing Approach

    The data testing framework has to reach 100% coverage of the warehousing process. For example, the testing framework must include application components like reporting engines and ETL tools, even if data is the priority. Designing various testing approaches, such as performance, integration, and functional testing, is also essential.

 

How Data Warehouse Testing Benefits

  1. Improved Decision-Making

    Reliable and accurate data enables informed decision-making. With thorough testing, you can be confident that the data presented in reports and dashboards is trustworthy, leading to better decisions and strategies.

  2. Cost Reduction

    Identifying and resolving performance issues early through testing can prevent costly infrastructure upgrades or system downtime. Additionally, data quality issues often lead to costly errors and inefficiencies, which can be avoided through testing.

  3. Competitive Advantage

    A well-tested data warehouse ensures that your organization can respond quickly to market changes, identify trends, and seize opportunities.

  4. Customer Satisfaction

    Faster query response times and accurate reporting enhance the user experience for business analysts and decision-makers. This leads to higher satisfaction levels and increased productivity.

  5. Risk Mitigation

    By ensuring data compliance and security through testing, you reduce the risk of legal penalties and damage to your organization's reputation due to data breaches or non-compliance.

 

In-house Data Quality And Data Comparison Tool: Data Testing Assistant

  • Challenges(Before Data Testing Assistant)

    • Time-Consuming: Manual data quality checks are time-consuming, especially for large datasets. It slows down data processing and decision-making.
    • Human Error: Humans can make mistakes while performing data checks, which might lead to inaccurate data quality assessments.
    • Subjectivity: Different analysts might interpret data quality differently, leading to inconsistencies in the evaluation process.
    • Scalability: Manual checks are not easily scalable, especially when dealing with large volumes of data.
  • Solution (Data Testing Assistant)

    • Speed: AI performs data quality checks quickly, especially for routine and repetitive tasks.
    • Consistency: AI models perform checks consistently and without bias, ensuring the same criteria are applied to all data points.
    • Automation: Routine tasks like outlier detection, missing value identification, data standardization, data duplication, and basic consistency checks have been automated using AI, freeing human analysts for more complex tasks.
    • Scalability: AI easily handles large datasets, making it suitable for big data scenarios.
  • Impact of a Data Testing Assistant

    • Data validation and cleansing by the tool result in a higher accuracy rate.
    • Tool automation reduces the time spent on manual data cleanup.
    • Automation of test case execution and script generation significantly reduces manual effort.
    • Automated data testing and analysis processes reduce the time required to gain insights from customer segmentation, trends, and campaign effectiveness.
Test Case Creation Timeline
 

Conclusion

It is vital since it helps businesses ensure the information they obtain from various sources is accurate. That is why organizations should have a data warehouse testing strategy to help them tackle the significant challenges of data testing today.

If you’re unsure how to test a data warehouse, you need professionals' help.

At QASource, we can provide comprehensive data warehouse testing to ensure that the information you use for your business is precise and error-free. Our experts are experienced in the various data warehouse testing concepts and can help you every step of the way.

Establish your data warehouse testing process with us so you can always have reliable data. Get in touch today.

Disclaimer

This publication is for informational purposes only, and nothing contained in it should be considered legal advice. We expressly disclaim any warranty or responsibility for damages arising out of this information and encourage you to consult with legal counsel regarding your specific needs. We do not undertake any duty to update previously posted materials.