1. 02 | Mastering Your Data
Graeme Malcolm | Data Technology Specialist, Content Master
Pete Harris | Learning Product Planner, Microsoft

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

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

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

5. 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:
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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

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

15. 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