DUNS #: 07-985-4198 | Cage Code: 7F5V0 | NAICS Codes: 611310, 611420

Master Data Services, Data Quality Services with SQL 2012-2014 & Excel

3 Days

Price: $1575

Course Schedule

Overview

Studies show that data decays at about 2% a month all organizations need to work from reliable information while ensuring that the integrity of information and consistency of data is constant across different applications. Microsoft SQL Server 2012-2014 Master Data Services is a powerful feature designed to help an organization create a structure and hierarchy for data, so that data collected and used across multiple departments, silos and databases is standardized and aligned. This ensures that different databases are interoperable. When combined with Data Quality Services and Excel a complete end to end system is available.


Objectives

After completing this course, students will be able to:

  • Have a basic understanding of the concepts behind master data management.
  • Configure Master Data Services.
  • Create models and entities.
  • Add attributes including domain-based attributes.
  • Add a member via the web interface.
  • Reverse a transaction.
  • Create and configure attribute groups.
  • Create and configure derived hierarchies.
  • Create and configure collections.
  • Create a leaf member with T-SQL.
  • Delete a member with the web interface and examine results in SSMS.
  • View errors in batch files.
  • Load leaf members with SQL Server Integration Services and flat files.
  • Create and configure versions.
  • Navigate the business rules interface.
  • Create a business rule.
  • Populate a value based on another value.
  • Explore and fix validation issues.
  • Set up security in MDS.
  • Create and configure a subscription view.
  • Create a connection to an MDS database using Excel.
  • Publish data to an MDS database using Excel.
  • Filter data using Excel.
  • Save a query to Excel.
  • Create an entity from data in Excel.
  • Create a new knowledge base.
  • Create a DQS Quality Cleansing Project.

Audience

This course is intended for SQL Professionals, Business Intelligence Developers, Data Analysts and Data Stewards and Project Managers that need to learn how to utilize Master Data Services.


Prerequisites

None


Outline

Module 1: Course Overview

This module explains how the class will be structured and introduces course materials and additional administrative information.

 Lessons

  • Introduction
  • Course Materials
  • Facilities
  • Prerequisites
  • What We’ll Be Discussing

 Lab: Course Overview

  • There are no exercises for this module.

After completing this module, students will be able to:

  • Successfully log into their virtual machine.
  • Have a full understanding of what the course intends to cover.

 Module 2: Master Data Management Concepts

In this introductory module we will introduce the need for Master Data Management and discuss a number of high order concepts introducing the subject area.

 Lessons

  • What is Master Data Management?
  • The Need for Master Data Management
  • Data Quality
  • Master Data vs. Transactional Data
  • Master Data Management Team
  • Master Data Management Architectures
  • The MDM Extract-Transform-Load

 Lab: Master Data Management Concepts

  • There are no exercises for this module.

 After completing this module, students will be able to:

  • Have a basic understanding of the concepts behind master data management.

 Module 3: Microsoft Master Data Services Overview

In this module we will examine a master data management project implementation and describe the concept of the different systems involved. We will then move into key objects within MDS that are critically important for understanding MDS.

 Lessons

  • Project Implementation
  • Master Data Services Key Terms
  • Master Data Services Web Interface
  • Installing Master Data Services

 Lab: Microsoft Master Data Services Overview

  • Configuring Master Data Services

After completing this module, students will be able to:

  • Configure Master Data Services.

 Module 4: Understanding Data Models

We touched on the basics of the MDS object model already and covered core concepts such as entities, attributes, members and hierarchies. In this module we will expand on that and take an in-depth look at all the objects in the MDS model. In addition we will examine modeling concepts and deployment.

 Lessons

  • Modeling Process
  • MDS Object – Model
  • The Model Object

 Lab: Understanding Data Models

  • Create Model and Entities
  • Adding Attributes Including Domain-Based Attributes
  • Adding a Member Via the Web Interface
  • Reversing a Transaction
  • Attribute Groups
  • Derived Hierarchies
  • Collections

After completing this module, students will be able to:

  • Create models and entities.
  • Add attributes including domain-based attributes.
  • Add a member via the web interface.
  • Reverse a transaction.
  • Create and configure attribute groups.
  • Create and configure derived hierarchies.
  • Create and configure collections.

 Module 5: Importing Data

The objective of this module is to learn how to load data into MDS.

 Lessons

  • MDS Entity-Based Staging

Lab: Importing Data

  • Create a Leaf Member with T-SQL
  • Delete a Member with the Web Interface and Examine Results in SSMS
  • Viewing Errors in Batch Files
  • Loading Leaf Members with SQL Server Integration Services and Flat Files

After completing this module, students will be able to:

  • Create a leaf member with T-SQL.
  • Delete a member with the web interface and examine results in SSMS.
  • View errors in batch files.
  • Load leaf members with SQL Server Integration Services and flat files.

 Module 6: Version Management

In this module we will learn how to work with versions. The ability to version MDS models enables functionality such as what if scenarios, testing and others.

 Lessons

  • Understanding Versions
  • Web Interface
  • Version Statuses
  • Copying a Version
  • Unlocking and Committing Versions
  • Version Flags
  • Ancestry
  • Validating Versions

 Lab: Version Management

  • Versions

After completing this module, students will be able to:

  • Create and configure versions.

 Module 7: Business Rules

The goal of this module is to gain an understanding of the business rules interface and how to implement business rules into your model. It is important that you know the interface requires some getting used to and is perhaps not the friendliest interface that you have ever used. Pay particular attention to how often you need to save your business rules.

 Lessons

  • Business Rules Overview
  • How to Create a Business Rule
  • Conditions and Actions
  • Publish a Business Rule
  • Validation Issues

 Lab: Business Rules

  • Business Rules Interface
  • Create a Business Rule
  • Populate a Value Based on Another Value
  • Validation Issues

After completing this module, students will be able to:

  • Navigate the business rules interface.
  • Create a business rule.
  • Populate a value based on another value.
  • Explore and fix validation issues.

 Module 8: MDS Security

The goal this module is to gain an understanding of the security in MDS. The security in some ways follows other security paradigms that you may be used to. Such as the concept of read, write, and deny permissions. However, the concepts such as granting permission to the model object for all groups of users so they can view the model may be foreign to you. Also make sure that you understand that MDS does not control security; that it is controlled by active directory. It is within active directory that the passwords and usernames are stored along with the user groups.

 Lessons

  • Master Data Services Security Overview
  • Users and Groups
  • Administrators
  • Permission Levels
  • Best Practices

 Lab: MDS SECURITY

  • Setting up Security in MDS

After completing this module, students will be able to:

  • Set up security in MDS.

 Module 9: Publishing Data

The objective of this module is that you understand the types of subscription views that are available.

 Lessons

  • Subscription Views
  • Formats
  • How Subscribing Systems Can Extract Data
  • Creating Views

 Lab: Publishing Data

  • Creating a Subscription View

After completing this module, students will be able to:

  • Create and configure a subscription view.

 Module 10: Excel Add-In

The objective of this module is to help you understand the Excel Master Data Services Add-in, which is the best feature that was added with the SQL 2012 release.

 Lessons

  • Creating Connections
  • Publishing Data
  • Filtering Data
  • Saving a Query
  • Create an Entity From Data
  • Settings

 Lab: Excel Add-In

  • Creating a Connection
  • Publishing Data
  • Filtering Data
  • Saving a Query
  • Create an Entity From Data

After completing this module, students will be able to:

  • Create a connection to an MDS database using Excel.
  • Publish data to an MDS database using Excel.
  • Filter data using Excel.
  • Save a query to Excel.
  • Create an entity from data in Excel.

 Module 11: Data Quality Services

The objective of this module is for you to understand Data Quality Services and how to use it in conjunction with Master Data Services.

 Lessons

  • Architecture
  • Data Quality Cleansing
  • Microsoft Data Quality Solution

 Lab: Data Quality Services

  • Create a New Knowledge Base
  • DQS Quality Cleansing Project

After completing this module, students will be able to:

  • Create a new knowledge base.
  • Create a DQS Quality Cleansing Project.