02 | Mastering Your Data Graeme Malcolm | Data Technology Specialist, Content Master Pete Harris | Learning Product Planner, Microsoft

Module Overview Master Data Services Master Data Models Managing Master Data Creating a Master Data Hub

The Master Data Problem CRM Customer ID Name Address Phone 1235 Ben Smith 1 High St, Seattle 555 12345 ? Order Processing System Marketing System Account Customer Address Phone 531 Benjamin Smith 1 High St, Seattle 555 12345 Contact Name Address Phone 22 B Smith 5 Main St, Seattle 555 54321

Master Data Services CRM Master Data Services Marketing System Customer ID Name Address Phone 1235 Ben Smith 1 High St, Seattle 555 12345 Master Data Hub Customer ID Account No Contact No Customer Address Phone 1235 531 22 Ben Smith 1 High St, Seattle 555 12345 Data Steward Master Data Services Order Processing System Marketing System Account Customer Address Phone 531 Benjamin Smith 1 High St, Seattle 555 12345 Contact Name Address Phone 22 B Smith 5 Main St, Seattle 555 54321

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 of attributes All entities have Code and Name attributes Attributes can be categorized in attribute groups Each instance of an entity is a known as a member Customers Model Version 1 Account Type Entity Code: 1 Name: Standard Member Attributes: Code (string) Name (string) Code: 2 Name: Premier Member Customer Entity Code: 1235 Name: Ben Smith Address: 1 High St, Seattle Phone: 555-12345 AccountType: 1 CreditLimit: 1000 Member 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 Version 2 Version 3

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

Managing Master Data in Excel Use the Master Data Services Add-In for Excel to connect to a model Create entities Add columns to create attributes Edit entity member data in worksheets Publish changes to Master Data Services

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

Master Data Hierarchies Code: 1 Name: Standard Account Type Member Code: 1235 Name: Ben Smith Account Type: 1 Customer Member Code: 1267 Name: Amy Strande Code: CustUS Name: US Customers Consolidated Member Leaf Member Name: Amy Strande Code: CustEU Name: European Customers Code: 2214 Name: Sabina Schütz Special Delivery Customers Code: Cust-EU Code: 2600 Name: Andrew Sinclair Code: 1785 Name: Doris Krieger Derived Hierarchies Natural hierarchical groupings based on domain- based relationships Explicit Hierarchies Hierarchical groupings of specific members Can be mandatory or non-mandatory Collections Non-hierarchical groupings of specific members Can include leaf and consolidated members from any hierarchy

Master Data Business Rules Validate master data using business rules Define rules with expressions: Condition (“If a customer's credit limit is greater than 1000”) Action (“Then the account type must be Premier”) Apply rules in MDS Explorer or Excel Assign priority values to control rule validation order

Staging and Importing Data Load data into staging tables Using SSIS, Import and Export Wizard, Transact-SQL, etc. Run staging stored procedures stg.udp.EntityName_Leaf stg.udp.EntityName_Consolidated stg.udp.EntityName_Relationship View import status in Master Data Manager Validate imported data

Demo: Importing Master Data In this demonstration, you will see how to: Use an SSIS Package to Import Master Data View Import Status Validate Imported Data

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

Demo: Subscription Views In this demonstration, you will see how to: Create a Subscription View Query a Subscription View

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