ER/Studio - Embarcadero Technologies Product Documentation
ER/Studio - Embarcadero Technologies Product Documentation ER/Studio - Embarcadero Technologies Product Documentation
USING ER/STUDIO > DOCUMENTING DATA EXTRACTION, TRANSFORMATION, AND LOAD Creating and Editing Data Lineage Data Flows The Data Lineage Data Flow organizes and encapsulates data transformations and the source tables and columns used in the transformations to produce the target data. Multi-tiered mappings are possible and there can be multiple transformations involving different attributes/columns between two entities/tables as illustrated below. TIP: Displaying the transformation definition, inputs and outputs, and code is controlled by the Transformation options in the Diagram and Object Display Options editor. For more information, see Configuring and Customizing ER/Studio. Create a Data Lineage Data Flow 1 From the data model explorer, click the Data Lineage tab at the bottom of the application window. 2 If this is the first time you click the Data Lineage tab after opening a diagram, you are prompted to create a Data Lineage Data Flow. Click Yes. If this is not the first time you click the Data Lineage tab after opening a diagram, from the Data Lineage explorer, right-click the Data Flow node in the Data Lineage explorer and then click Create Data Flow. 3 Enter a data flow name and then click OK. NOTE: The name that appears in the diagram title tab at the top of the application window is appended with : data flow name, when you click a data flow in the Data Lineage explorer, such as GIMDB.DM1 - Data Flow Model View: Data Flow Name*. EMBARCADERO TECHNOLOGIES > ER/STUDIO® 8.0.3 USER GUIDE 246
USING ER/STUDIO > DOCUMENTING DATA EXTRACTION, TRANSFORMATION, AND LOAD 4 If you have not already created your data movement rules and data sources and targets, proceed to Relating Source and Target Tables and Columns or Defining Source Systems, and then return to step 5. 5 Navigate to and then drag and drop the source and target tables or entities onto the Data Lineage window. TIP: You can have multiple source and target tables or entities. Drag and drop as many as you need. TIP: You can choose to display the inputs and outputs of the transformation, by right-clicking an empty space on the Data Lineage window and selecting Diagram and Object Display Options, then clicking the Transformation tab and selecting Input and Output Columns. NOTE: The Data Lineage Window will continue to display the data flow visualization if you click the Repository, Data Dictionary or Macros explorer tabs, but if you click the Data Model tab, the Data Lineage Window is replaced with the Data Model window. Clicking the Data Lineage tab brings back the Data Lineage window. 6 Right-click an empty space of the Data Lineage window and then click Insert Transformation. 7 Double-click the new transformation to open the Transformation Editor. 8 Complete the Transformation Editor as required and then click OK to exit the editor. TIP: Once the data flow is created, you can double-click it to change its name, or double click a transformation or component to change its properties. 9 Right-click an empty space of the Data Lineage window and then click Insert Data Stream. 10 Click an input source and then click the transformation object. Repeat as many times as necessary to link all the inputs to the transformation object. 11 Click the transformation object and then click an output. Repeat as many times as necessary to link all the outputs to the transformation object. The following describes options in the Transformation Editor that require additional explanation: Columns tab (also used for Attributes) • Inputs: Click the ellipsis (...) button to choose the source data to be transformed in this data flow. • Outputs: Click the ellipsis (...) button to choose the source data to be transformed in this data flow. Definition tab • Business: Describe the transformation for your audience. • Code: Enter the code that will perform the transformation, such as a SELECT statement, of a VB Basic or JavaScript function or procedure. Rules tab These are the rules from the Data Movement Rules node of the Data Lineage explorer. NOTE: You can delete or edit an input or output column by double-clicking the transformation in the Data Lineage window, clicking the ellipsis in the Transformation Editor and then deselecting the column you want to remove. EMBARCADERO TECHNOLOGIES > ER/STUDIO® 8.0.3 USER GUIDE 247
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USING <strong>ER</strong>/STUDIO > DOCUMENTING DATA EXTRACTION, TRANSFORMATION, AND LOAD<br />
4 If you have not already created your data movement rules and data sources and targets, proceed to Relating<br />
Source and Target Tables and Columns or Defining Source Systems, and then return to step 5.<br />
5 Navigate to and then drag and drop the source and target tables or entities onto the Data Lineage window.<br />
TIP: You can have multiple source and target tables or entities. Drag and drop as many as you need.<br />
TIP: You can choose to display the inputs and outputs of the transformation, by right-clicking an empty<br />
space on the Data Lineage window and selecting Diagram and Object Display Options, then<br />
clicking the Transformation tab and selecting Input and Output Columns.<br />
NOTE: The Data Lineage Window will continue to display the data flow visualization if you click the<br />
Repository, Data Dictionary or Macros explorer tabs, but if you click the Data Model tab, the Data<br />
Lineage Window is replaced with the Data Model window. Clicking the Data Lineage tab brings<br />
back the Data Lineage window.<br />
6 Right-click an empty space of the Data Lineage window and then click Insert Transformation.<br />
7 Double-click the new transformation to open the Transformation Editor.<br />
8 Complete the Transformation Editor as required and then click OK to exit the editor.<br />
TIP: Once the data flow is created, you can double-click it to change its name, or double click a<br />
transformation or component to change its properties.<br />
9 Right-click an empty space of the Data Lineage window and then click Insert Data Stream.<br />
10 Click an input source and then click the transformation object. Repeat as many times as necessary to link all the<br />
inputs to the transformation object.<br />
11 Click the transformation object and then click an output. Repeat as many times as necessary to link all the<br />
outputs to the transformation object.<br />
The following describes options in the Transformation Editor that require additional explanation:<br />
Columns tab (also used for Attributes)<br />
• Inputs: Click the ellipsis (...) button to choose the source data to be transformed in this data flow.<br />
• Outputs: Click the ellipsis (...) button to choose the source data to be transformed in this data flow.<br />
Definition tab<br />
• Business: Describe the transformation for your audience.<br />
• Code: Enter the code that will perform the transformation, such as a SELECT statement, of a VB Basic or<br />
JavaScript function or procedure.<br />
Rules tab<br />
These are the rules from the Data Movement Rules node of the Data Lineage explorer.<br />
NOTE: You can delete or edit an input or output column by double-clicking the transformation in the Data<br />
Lineage window, clicking the ellipsis in the Transformation Editor and then deselecting the column<br />
you want to remove.<br />
EMBARCAD<strong>ER</strong>O TECHNOLOGIES > <strong>ER</strong>/STUDIO® 8.0.3 US<strong>ER</strong> GUIDE 247