SQL2014 Updating Your Skills MVA Module 2

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    02 | Mastering Your Data

    Graeme Malcolm | Data Technology Specialist, Content Master

    Pete Harris | Learning Product Planner, Microsoft

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    Master Data Services

    Master Data Models

    Managing Master Data

    Creating a Master Data Hub

    Module Overview

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    The Master Data Problem

    CRM

    Marketing SystemOrder Processing System

    Customer ID Name Address Phone

    1235 Ben Smith 1 High St, Seattle 555 12345

    Account Customer Address Phone

    531 Benjamin Smith 1 High St, Seattle 555 12345

    Contact Name Address

    22 B Smith 5 Main St, Se

    ?

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    Master Data Services

    CRM

    Marketing SystemOrder Processing System

    Customer ID Name Address Phone

    1235 Ben Smith 1 High St, Seattle 555 12345

    Account Customer Address Phone

    531 Benjamin Smith 1 High St, Seattle 555 12345

    Contact Name Address

    22 B Smith 5 Main St, Se

    Customer ID Account No Contact No Customer Address Phone

    1235 531 22 Ben Smith 1 High St, Seattle 555 12345

    Master Data Hub

    Master Data ServicesData Steward

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    Master Data Models

    A versioned data model for specific

    business item or area of the business Contains definitions for entities required

    in the business area Often an entity with the same name as the

    model, as well as related entities

    Each entity has a defined set ofattributes All entities have Code and Name attributes

    Attributes can be categorized in attributegroups

    Each instance of an entity is a known as

    a member

    CustomersM

    Version 1

    Version 2

    Account Type Entity

    CustomerEntity

    Attributes: Code (string) Name (string)

    C N Ad Ph Ac C

    Attributes: Code (free-form text) Name (free-form text) Address (free-form text) Phone (free-form text) AccountType (domain-based) CreditLimit (free-form number)

    Contact Details Attribute Group

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    Demo: Creating a Master Data Model

    In this demonstration, you will see how to:

    Create a Model

    Create an Entity

    Create Attributes

    Add and Edit Members

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    Managing Master Data in Excel

    Use the Master Data Services

    Add-In for Excel to connect to amodel

    Create entities

    Add columns to create

    attributes Edit entity member data in

    worksheets

    Publish changes to Master DataServices

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    Demo: The MDS Add-in for Excel

    In this demonstration, you will see how to:

    Connect to a Master Data Services Model in Excel

    Add a Member

    Add a Free-Form Attribute to an Entity

    Add a Domain-Based Attribute and Related Entity

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    Master Data Hierarchies

    Derived Hierarchies Natural hierarchical groupings bas

    based relationships

    Explicit Hierarchies Hierarchical groupings of specific m

    Can be mandatory or non-mandat

    Collections Non-hierarchical groupings of spe

    Can include leaf and consolidated

    any hierarchy

    Code: 1 Name: Standard

    Account Type Member

    Code: 1235 Name: Ben Smith Account Type: 1

    CustomerMember

    Code: 1267 Name: Amy Strande Account Type: 1

    CustomerMember

    Code: CustUS Name: US Customers

    ConsolidatedMember

    Code: 1235 Name: Ben Smith

    Leaf Member

    Code: 1267 Name: Amy Strande

    Leaf Member

    Code: CustEU Name: European Customers

    ConsolidatedMember

    Code: 2214 Name: Sabina Schtz

    Leaf Member

    Special Delivery Customers

    Code: Cust-EU Name: European Customers

    ConsolidatedMember

    Code: 2600 Name: Andrew Sinclair

    Leaf Member

    Code: 1785 Name: Doris Krieger

    Leaf Member

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    Staging and Importing Data

    1. Load data into staging tables

    Using SSIS, Import and Export Wizard, Transact-SQL,etc.

    2. Run staging stored procedures stg.udp.EntityName_Leaf

    stg.udp.EntityName_Consolidated

    stg.udp.EntityName_Relationship

    3. View import status in Master Data Manager

    4. Validate imported data

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    Consuming Master Data

    Create subscription views in Master Data Manager

    Formats: Leaf Attributes

    Consolidated Attributes

    Collection Attributes

    Collections Explicit Parent Child

    Explicit levels

    Derived Parent Child

    Derived Levels

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    Demo: Subscription Views

    In this demonstration, you will see how to:

    Create a Subscription View

    Query a Subscription View

    d l

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    Module Summary

    Use Master Data Services to define business

    entities Empower data stewards to own business

    entity data

    Build a master data hub to manage data

    entity consistency across the enterprise

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    2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, Office, Azure, System Center, Dynamics and other produc t names are or may be registered trade

    U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this pre

    must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of

    the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.