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GETTING STARTED WITH
MASTER DATA SERVICES 2012
Luis Figueroa – MCITP(BI) | MCT
LUIS FIGUEROA
SOLUTIONS ARCHITECT - TEKPARTNERS BUSINESS INTELLIGENCE SOLUTIONS
MICROSOFT CERTIFIED IT PROFESSIONAL (BUSINESS INTELLIGENCE)
MICROSOFT CERTIFIED TRAINER
PRESIDENT – MICROSOFT BUSINESS INTELLIGENCE USER GROUP OF SOUTH FLORIDA
DIRECTOR AT LARGE – SOUTH FLORIDA SQL SERVER USER GROUP
SQL PASS COMMUNITY LEADER
SQL SATURDAY SPEAKER AND ORGANIZER
Blog: https://blog.extremebi.net
Twitter: @LuisEFigueroa
LinkedIn: /In/LuisEFigueroa
AGENDA
 Versions of the truth
 Meet Master Data Services
 MDS Models
 Hierarchies and Collections
 MDS validation and business rules
 The Master Data Hub
 Demo
VERSIONS OF THE TRUTH
ERP
CRM
LOB
Spread-Mart
MEET MASTER DATA SERVICES
MASTER DATA FLOWS INTO
MASTER DATA SERVICES FOR
CONSOLIDATION
* Think Customers, vendors, products,
locations, etc. Data that provides
context to your measures. *
Master Data
Hub
ERP
CRM
LOB
Spread-Mart
Data Steward
Data Warehouse
CORE CONCEPTS
MDS MODELS
Container that encapsulate
entities, hierarchies and collections
that define a business entity or
area of interest.
Models can be versioned.
ENTITIES
In their simplest form they are the
base container for data. You can
think of it as the equivalent of a
database table. It contains all of
the attributes that define a
business entity.
ATTRIBUTES
Describe a member of an entity.
You can think of them as the
equivalent of a table’s column.
Can be free from, Domain based
or a file.
HIERARCHIES AND COLLECTIONS
HIERARCHIES
A hierarchy is a tree structure that
represents the relationships between
members. You can use them to:
- Group similar members for
organizational purposes.
- Consolidate and summarize
members for reporting and
analysis.
Members have one and only one
parent.
DERIVED HIERARCHIES
Based on parent-child relationships
between two existing entities.
Relationships are inferred based on
domain-based values.
EXPLICIT HIERARCHIES
Contain leaf members from one
entity. Consolidated members are
created and leaf members are
explicitly assigned to the
consolidated members.
COLLECTIONS
Groups of consolidated members
of an explicit hierarchy and leaf
members from a single entity.
BUSINESS RULES AND VALIDATIONS
BUSINESS RULES
- If / Then statements that check for
the existence of a given condition
across the attributes of a member.
They can initiate actions such as
defaulting values, changing
values, validations and external
workflows.
- Business rules are evaluated in an
order corresponding to the priority
assigned to them.
LOADING DATA INTO MDS
LOAD DATA INTO
STAGING TABLES
Use any method supported to
load data into SQL server.
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS / Data
Quality Services
Azure market
EXECUTE STAGING
STORED PROCEDURES
- stg_udp.EntityName_Leaf
- Stg.udp_EntityName_Consolidated
- Stg.udp.EntityName_Relationship
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS / Data
Quality Services
Azure market
Staging stored procedures
CONSUMING MASTER DATA
SUBSCRIPTION VIEWS
Standard SQL Server views that
provide access only to the entity’s
attributes in a variety of formats.
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS / Data Quality
Services
Azure market
Staging stored procedures
SQL Server Views
Staging tables
MDS internal tables
Subscription view creation
THE MASTER DATA HUB
MASTER DATA HUB
ARCHITECTURE
After data is generated in the
multiple OLTP applications, the data is
extracted with SSIS for cleansing and
deduplicated using DQS. It is then
loaded into Master Data Services for
consolidation and management by
the data stewards.
Master data can then flow back to
the OLTP systems standardizing the
definition of business entities across
the enterprise.
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS /
Data
Quality
Services
Azure
market
Staging stored
procedures
SQL Server Views
Staging tables
MDS internal
tables
Subscription view
creation
Master Data
Services Manager
Master Data Services
Add-In for Excel
Data Warehouse
DEMO TIME
RESOURCES
 Implementing a data warehouse with SQL Server 2012
Microsoft Press
 Microsoft SQL Server 2012 Master Data Services
(McGraw-Hill/Osborne Media)
 Microsoft Books Online - Master Data Services
http://msdn.microsoft.com/en-us/library/ee633763.aspx
CONNECT WITH US
MICROSOFT BUSINESS INTELLIGENCE USERS GROUP
HTTP://MSBISF.SQLPASS.ORG/
SOUTH FLORIDA SQL SERVER USERS GROUP
HTTP://SFSSUG.COM
PROFESSIONAL ASSOCIATION FOR SQL SERVER (PASS)
HTTP://SQLPASS.ORG
Blog: https://blog.extremebi.net
Twitter: @LuisEFigueroa
LinkedIn: /In/LuisEFigueroa
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Getting started with Master Data Services 2012

  • 1. GETTING STARTED WITH MASTER DATA SERVICES 2012 Luis Figueroa – MCITP(BI) | MCT
  • 2. LUIS FIGUEROA SOLUTIONS ARCHITECT - TEKPARTNERS BUSINESS INTELLIGENCE SOLUTIONS MICROSOFT CERTIFIED IT PROFESSIONAL (BUSINESS INTELLIGENCE) MICROSOFT CERTIFIED TRAINER PRESIDENT – MICROSOFT BUSINESS INTELLIGENCE USER GROUP OF SOUTH FLORIDA DIRECTOR AT LARGE – SOUTH FLORIDA SQL SERVER USER GROUP SQL PASS COMMUNITY LEADER SQL SATURDAY SPEAKER AND ORGANIZER Blog: https://blog.extremebi.net Twitter: @LuisEFigueroa LinkedIn: /In/LuisEFigueroa
  • 3. AGENDA  Versions of the truth  Meet Master Data Services  MDS Models  Hierarchies and Collections  MDS validation and business rules  The Master Data Hub  Demo
  • 6. MEET MASTER DATA SERVICES
  • 7. MASTER DATA FLOWS INTO MASTER DATA SERVICES FOR CONSOLIDATION * Think Customers, vendors, products, locations, etc. Data that provides context to your measures. *
  • 10. MDS MODELS Container that encapsulate entities, hierarchies and collections that define a business entity or area of interest. Models can be versioned.
  • 11. ENTITIES In their simplest form they are the base container for data. You can think of it as the equivalent of a database table. It contains all of the attributes that define a business entity.
  • 12. ATTRIBUTES Describe a member of an entity. You can think of them as the equivalent of a table’s column. Can be free from, Domain based or a file.
  • 14. HIERARCHIES A hierarchy is a tree structure that represents the relationships between members. You can use them to: - Group similar members for organizational purposes. - Consolidate and summarize members for reporting and analysis. Members have one and only one parent.
  • 15. DERIVED HIERARCHIES Based on parent-child relationships between two existing entities. Relationships are inferred based on domain-based values.
  • 16. EXPLICIT HIERARCHIES Contain leaf members from one entity. Consolidated members are created and leaf members are explicitly assigned to the consolidated members.
  • 17. COLLECTIONS Groups of consolidated members of an explicit hierarchy and leaf members from a single entity.
  • 18. BUSINESS RULES AND VALIDATIONS
  • 19. BUSINESS RULES - If / Then statements that check for the existence of a given condition across the attributes of a member. They can initiate actions such as defaulting values, changing values, validations and external workflows. - Business rules are evaluated in an order corresponding to the priority assigned to them.
  • 21. LOAD DATA INTO STAGING TABLES Use any method supported to load data into SQL server. ERP CRM LOB Spread-Mart ERP CRM LOB Spread-Mart SSIS / Data Quality Services Azure market
  • 22. EXECUTE STAGING STORED PROCEDURES - stg_udp.EntityName_Leaf - Stg.udp_EntityName_Consolidated - Stg.udp.EntityName_Relationship ERP CRM LOB Spread-Mart ERP CRM LOB Spread-Mart SSIS / Data Quality Services Azure market Staging stored procedures
  • 24. SUBSCRIPTION VIEWS Standard SQL Server views that provide access only to the entity’s attributes in a variety of formats. ERP CRM LOB Spread-Mart ERP CRM LOB Spread-Mart SSIS / Data Quality Services Azure market Staging stored procedures SQL Server Views Staging tables MDS internal tables Subscription view creation
  • 26. MASTER DATA HUB ARCHITECTURE After data is generated in the multiple OLTP applications, the data is extracted with SSIS for cleansing and deduplicated using DQS. It is then loaded into Master Data Services for consolidation and management by the data stewards. Master data can then flow back to the OLTP systems standardizing the definition of business entities across the enterprise. ERP CRM LOB Spread-Mart ERP CRM LOB Spread-Mart SSIS / Data Quality Services Azure market Staging stored procedures SQL Server Views Staging tables MDS internal tables Subscription view creation Master Data Services Manager Master Data Services Add-In for Excel Data Warehouse
  • 28. RESOURCES  Implementing a data warehouse with SQL Server 2012 Microsoft Press  Microsoft SQL Server 2012 Master Data Services (McGraw-Hill/Osborne Media)  Microsoft Books Online - Master Data Services http://msdn.microsoft.com/en-us/library/ee633763.aspx
  • 29. CONNECT WITH US MICROSOFT BUSINESS INTELLIGENCE USERS GROUP HTTP://MSBISF.SQLPASS.ORG/ SOUTH FLORIDA SQL SERVER USERS GROUP HTTP://SFSSUG.COM PROFESSIONAL ASSOCIATION FOR SQL SERVER (PASS) HTTP://SQLPASS.ORG Blog: https://blog.extremebi.net Twitter: @LuisEFigueroa LinkedIn: /In/LuisEFigueroa