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PC6B-20030512
Information
Tips and hints for the lab
text.
LAB GUIDELINES
OVERALL OBJECTIVES
• Become familiar with Informatica PowerCenter-specific
terminologies
• Learn how to navigate the PowerCenter GUI interfaces and
menus in the Repository Manager, Designer, Workflow Manager
and Workflow Monitor
• Learn how to create Informatica objects: define and read source
table data, provide instructions to perform data reformatting,
and define and write data to a target table
PURPOSE
• Create a student folder to hold all work performed in this course
OBJECTIVES
• Learn to navigate through the PowerCenter Repository Manager
GUI
D U R AT I O N
• 15 minutes
Create a Folder
° Name: Enter
Studentxx (xx –
represents the
assigned student
number)
° Descriptions: Enter
information that
describes the contents
of folder
° Owner: Select the
assigned student login
from the pull-down
list
° Group: Select the
Students group for
permission purposes
° Shortcut: Leave unchecked
° Permissions: Leave the default permissions for the
Owner and Repository, but remove the Write permission
for the Owner’s Group.
PURPOSE
• Import the Data Definition for the EMPLOYEE relational table
OBJECTIVE
• Learn to navigate through basic functions of the PowerCenter
Designer GUI
• Learn how to use Designer’s Source Analyzer Tool to work with
Source Definitions
D U R AT I O N
• 20 minutes
Connect to Repository
• Connect to the same repository in the same manner described
under the flagged step Connect to the Repository on page 8.
Open Folder
Once you’ve connected to the Repository, there are several ways to open a
folder. However, there is some new terminology that must be explained regarding
the differences between an Open folder and an Expanded folder. What can
challenge new developers is that both the Open and Expanded Folders will appear
An Expanded folder looks like an Open folder in the Navigator window, but has no
active Workspace window associated with it. Therefore, no object creation or
modification is possible.
Expanding a folder in the Navigator window does allow you to copy objects from,
or create shortcuts to, another folder that is open. How to copy objects and create
shortcuts will be discussed later in this course.
• Locate the assigned Studentxx folder and try any one of the
following steps:
Application
Title Bar
Open
Folder
drop-down
list
Workspace
(Source
Analyzer
displayed)
Workbook
Tab
Source Definitions
All source data to be read by the Informatica Server must first have its structure
(schema) defined to the PowerCenter Repository. For relational sources, this
includes columns, keys, datatypes, precision and scale (decimals). The process of
defining the structure of any source data creates a PowerCenter Source Definition
object. (Defining other types of source data will be covered later in this course.)
Each Source Definition is similar to a parent object, which can be used many times
over in the form of child instances. Each child takes on the characteristics of the
parent and when the parent object is modified, each child instance is updated
automatically.
For this lab, the first step in working with PowerCenter objects is to
import the table schema definition for the EMPLOYEE database table.
• Select Sources | Import from Database. The Import Tables
dialog box appears
b. Enter the
Username and
Password given by
the Instructor
Source
Definition
Enter
Description
Metadata Extensions
Metadata may be extended and stored in the repository by creating metadata
extensions for repository objects. The Designer allows the creation of metadata
extensions for source definitions, target definitions, transformations, mappings,
and mapplets. Of those objects, Metadata Extensions may be used to store
information that is common across objects of the same type.
Non-reusable Metadata Extensions are unique to each object and will not appear
in other objects of the same type – unless they are copies of the original object.
Reusable Metadata Extensions will appear in every object of the same type. For
this reason, it would be important to establish the names of many of these objects
to be as generic as possible. Subsequently, the values entered for the metadata
extensions are unique. It is possible to enter ‘fixed values’ for each metadata
extension; however, the values can be overridden and will be stored accordingly.
In this example, every Source Definition created will have an author, creation date
and potentially, a last modified date. By creating Metadata Extensions with the
names Author, Creation Date and Last Modified Date, all Source Definition objects
will have the same Metadata Extensions by name, but different values may then
be entered for each.
Add Metadata
Extensions icon
Enter: Your
Name and the
current date
The object disappears from the Workspace, yet can be found in the
assigned Studentxx folder in the Navigator window (see page 18).
Save Work
Save
The Designer, unlike the Repository Manager, requires that any changes be
manually saved to the Repository. The key concept to grasp is that folders can
only be saved one at a time. In order to save the contents of a folder, it must be
the active folder in the Workspace. The active folder is the one visible in the
Open Folders drop-down list and on the workbook tab (when that view is selected).
If changes were made to objects in other folders and not saved, then those folders
(one at time) must be the active folder in the Workspace to perform the Save
Repository command. In addition, if there is an attempt to close the Designer with
unsaved changes to objects, it will notify the end user and provide an opportunity
to save, again, one folder at a time.
Save the work in the Repository to this point by using one of the
following methods:
° Select Repository | Save; or
° Ctrl-s; or
PURPOSE
• Import the Data Definition for the ODS_EMPLOYEE relational
table
OBJECTIVE
• Learn how to navigate Designer’s Warehouse Designer Tool
D U R AT I O N
• 10 minutes
Select any of the Designer tools (at any time) via the
Tools menu or using one of the five icons across the
top of the Workspace, as seen below
Target Definitions
Similar to defining the source in the previous exercise, the target must also be
defined and saved to the repository. For relational target tables, columns, keys,
datatypes, precision and scale (decimals) are included. Indexes may be defined,
but are not required. Special cases will be covered later in this course.
Defining the structure of target data – either via importing from the database
(schema) or creating it manually -- creates a PowerCenter Target Definition object.
PURPOSE
• Create a mapping that represents the dataflow between the
EMPLOYEE source and the ODS_EMPLOYEE target
OBJECTIVE
• Learn to navigate Designer’s Mapping Designer Tool.
• Learn PowerCenter-specific terminologies as they relate to
defining data transformation instructions
D U R AT I O N
• 20 minutes
Mapping
A mapping represents the dataflow between sources and targets. When the
Informatica Server executes a Session Task within a Workflow (to be discussed
later), it uses the instructions configured in the mapping to read, transform, and
write data.
Mappings
Node
If the same source table name, EMPLOYEE, were imported via a different ODBC
DSN into the same folder, the repository wouldn’t be able to differentiate between
the two. This can potentially cause an organizational nightmare and will be very
confusing to developers. The “database” name can be changed while in Edit
mode, however, renaming several source definitions is a tedious task.
This scenario will often occur when there are several developers adding sources to
the same folder within the repository. Since ODBC data sources are not shared
across workstations, it is vital to select a naming convention to avoid this problem.
Hence, an Informatica Best Practice is for those who are responsible for importing
Source Definitions to synchronize the selected ODBC DSN naming convention
across workstations.
Another way to organize sources, among other select objects, is via the Business
Components node – this will be discussed later in the course.
The Source Qualifier is the “interpreter” for the PowerCenter engine. This is where
the file or table read is defined. For relational sources, the Source Qualifier will
deliver the SQL (dynamically or via SQL overrides) to the Informatica Server at
runtime, for execution according to database type. In turn, the database type
dictates or “interprets” the respective native data types that will be delivered to the
database engine for extraction.
As this course continues, there will be several other attributes of the Source
Qualifier to explore and other types of PowerCenter source “interpreters” will be
introduced.
Ports
Notice the name of the first column, ‘Port Name’. ‘Port’ is the generic Informatica
term used for both table columns and flat file fields.
• Set the Mapping Designer to copy port names and create link
relationships between transformation objects:
New Port,
output-only
Formula
Window
Ports Tab
Individual
Port Details
Completed
Expression
Formula
The mapping is now complete and should look like the following:
• Ctrl-s to save
Mapping Validation
All mappings must pass a set of PowerCenter validation checks before executing it
within a Session Task.
Validation checks do not automatically seek out invalid mappings to check them.
Only when something changes (anything such as links, port names, expressions,
etc.) will mapping validation checks occur automatically upon the execution of a
repository save.
• View the results of the Validation by locating the Save tab of the
Output window, at the bottom of Designer
Output
Window’s
Save Tab
Save Time
Stamp
First Error
Mapping
declared
Invalid
No Errors
Mapping
declared
Valid
Validate
Tab
PURPOSE
• This lab provides instructions to create a simple Workflow with
a Start Task and Session Task. Collectively, the goal of
creating these objects is essentially to define a run-time version
of the mapping created in the previous lab
OBJECTIVE
• Learn to use the Informatica Workflow Manager
D U R AT I O N
• 30 minutes
Connect to Repository
• Connect to the same repository in the same manner described
under the flagged step Connect to the Repository on page 8
Open Folder
• Locate the assigned Studentxx folder and try any one of the
following steps:
Create Workflow
The next step is to create a Workflow to process data. It will contain a
Start Task and a Session Task.
In the Workflow Designer, conditional links and workflow variables are used to
create branches in the workflow. The Workflow Manager also provides Event-Wait
and Event-Raise tasks. The sequence of task execution can be controlled in the
workflow. Worklets (a group of tasks) can be created and inserted inside the
workflow.
Every workflow contains a Start task, which represents the beginning of the
workflow.
There are several parameters in the new workflow to be set. Edit the
workflow by doing one of the following:
° Click on the Edit Workflow Icon in the Workflow
Toolbar; or
° Select Workflow | Edit
Workflow Log
File Name
Workflow Log
Directory
The workflow log contains basic information (execution start and completion
times, status, etc.) for all tasks in the workflow. It is optional and if left blank
(default) the Informatica Server writes workflow log messages to the Windows
Event Log or UNIX server log.
If a log file name is entered, the workflow log messages will be redirected to the
designated file name within the Workflow Log File directory on the Informatica
Server.
Session Tasks
Session tasks represent mappings for the Informatica Server to run. The
Informatica Server uses the instructions configured in the session to move data
from sources to targets. Among its many properties are parameters for memory
usage, log file locations, and source and target read/write instructions. Each
session task is associated with one, and only one, mapping; however, one
mapping may be used in several session tasks.
Session
Log Name
Session Log
Directory
• Click on the down arrow on the right side of the Value column
for the sq_EMPLOYEE listed in the Instance column
Source Native
Database
Connection
• Click on the down arrow on the right side of the Value column
for the ODS_EMPLOYEE Target Instance
• Select native_target_xx (where xx represents the assigned
student number from 01-12) and click OK
° Only if the target table database connection is using an
Oracle client less than 8.1.7.2 – select the Properties tab
at the bottom and select Normal for Target load type
• Save
Refer to “Working with Links” in the Workflow
Administration Guide, Chapter 4.
Validating a Workflow
Similar to the mapping, a workflow must pass all validation checks prior to running
it. For example, if a workflow is created with a Start Task and a Session Task and
the two are not linked, the workflow is invalid.
The Output window in Workflow Manager displays the results of the validation
checks and will point out specifically what (not how) needs to be fixed.
Output
Window’s
Save Tab
PURPOSE
• This lesson provides instructions to start the workflow and
monitor the process with the Workflow Monitor.
OBJECTIVE
• Learn how to start a workflow
• Learn to use the Informatica Workflow Monitor
D U R AT I O N
• 40 minutes
Refer to “Running the Workflow” in the Working
with Workflows Chapter in the Workflow
Administration Guide
Open Workflow
There are two ways to re-open a workflow. To demonstrate both
methods, the Workspace must be clear of any workflows:
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 65
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 66
• Drag-and-drop the wf_ODS_EMPLOYEE_xx Workflow from the
Navigator Window into the Workspace
Recent
Workflows
List
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 67
To ensure that the Workflow Monitor Program was not opened
inadvertently, please do as follows:
• Examine the icons in the Windows Task Bar for the presence of
the minimized Workflow Monitor icon
• If found, right-click on the icon and select Exit – otherwise,
continue
Start Workflow
If the workflow is valid, it is ready for execution. In the Workflow
Designer, use one of the following methods to start the
wf_ODS_EMPLOYEE_xx Workflow:
• Select Workflows | Start workflow; or
•Right-click
on the wf_ODS_EMPLOYEE_xx
Workflow in the Navigator window and select
Start Workflow; or
• Right-click on the
start_ODS_EMPLOYEE task in
the wf_ODS_EMPLOYEE_xx
Workflow. Select Start Workflow from Task menu option
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 68
subsequently run the s_ODS_EMPLOYEE_xx
Session Task.
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 69
Any of the above options would show the following dialog box:
There is a difference between the Workflow Monitor program being ‘initialized’ and
‘open’. For example, a virus protection program may be ‘initialized’ and operating
in the background (to actively protect the computer), without a client tool appearing
as an active program visible on the Desktop. It will be present in the form of a
minimized icon on the Windows Taskbar. However, all functional settings cannot
be accessed until the program is ‘opened’.
Such is the case with Workflow Monitor. Once initialized, it may then be ‘opened’
by the user – without ever accessing the Windows Start menu. Starting the
Workflow, wf_ODS_EMPLOYEE_xx from the Workflow Manager automatically
initialized the Workflow Monitor. This is a convenient feature that is enabled by
default and cannot be turned off.
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 70
• Right-click on the PC_Course Repository in the
Workflow Manager’s Navigator window and
select Run Monitor
To open Workflow Monitor from the minimized taskbar icon, try one of
the following methods:
• Right-click on it and select Open; or
• Double-click on it
• Gantt Chart
Navigator Time
window window
(area) (area)
• Task View
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 71
Navigator Time
window window
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 72
Repository
Select List
Connect to
Repository
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 73
On Line vs. Off Line Mode
In On Line mode, the Workflow Monitor continuously receives current information
from the Informatica Server via the Repository Server (e.g. Workflow development
testing). With Off Line mode, the Workflow Monitor displays historic information
about past Workflow and Task runs by retrieving the information from the
Repository (e.g. Production run review).
Both Developers and Production Operators will use the Workflow Monitor for
Workflow and Task processing on the Informatica PowerCenter Server.
Developers, typically, will be in On Line Mode to monitor current activities. They
may also act as Production Operators while testing and use it in Off Line Mode to
review the previous test runs; Production Operators, of course, will monitor
production runs.
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 74
Monitoring the Workflow
Task
Name
(icons)
Task
View tab
Three objects should appear in the selected folder. Note the run time
for each is within seconds of each other:
• The s_m_ODS_EMPLOYEE_xx Session Task -- icon
• The start_ODS_EMPLOYEE Task -- icon
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 75
• The wf_ODS_EMPLOYEE_xx Workflow -- icon
Notice the Status column on the right. The objective is to have all of
the tasks show Succeeded. Below, they are grouped together in a
view.
A Succeeded status will display if the Informatica PowerCenter Server was able to
successfully complete a workflow or task. However, a Session Task may succeed
in processing, but may still contain warnings or non-fatal errors.
A Failed status may occur if the Informatica Server failed the Workflow or Task due
to fatal processing errors. A Session could fail for many reasons (e.g. - read login
failure, custom SELECT statement error, or the Server was not able to calculate
data due to a NULL condition). A rejected row by the database or discarded by a
business rule will not produce a Failed status.
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 76
• View the Session Properties by doing any one of the following:
° Right-click anywhere on the line selected and select
Properties; or
° Click on the Session Properties icon; or simply,
° Double-click on the selected line for
s_m_ODS_EMPLOYEE_xx Session
Properties
Tab
Expected
Results
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 77
Target
Instance
Transformation
Statistics Tab
Source
Qualifier
Instance
Affected rows are generated by the Server and ‘affected to’ (or accepted by) the
target. They may be a combination of INSERT, UPDATE and DELETE rows, or
multiple rows in a database may be impacted by one UPDATE row.
Rejected rows are either those read rows that either the Server dropped during
the transformation process, or rows that rejected when writing to the target.
Rejected rows may be acceptable and expected.
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 78
To view detailed Session information, try one of the following:
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 79
Processing)
Memory
(DTM Buffer
Pool)
Mapping
Name
Session
Name
Native Source
and Target
INSERT, UPDATE Database
and DELETE row Connections
syntax (if created)
Session
Processing
Threads
Informatica PowerMart / PowerCenter 6 Basics – Lab 6 – Start and Monitor the Workflow 80
Lab
7
OBJECTIVE
• Auto Arrange
• Remove Links
• Manual Linking
• Revert to Saved
• Link Path
• Autolink by name and position
• Moving Ports
• Shortcut from Normal View to Edit Port
• Copy Columns versus Link Columns
• Create Transformation Methods
• Zoom and size-to-fit
• Designer Options
D U R AT I O N
• 40 minutes
Connect to Repository
• Connect to the PC_Course Repository (refer to flagged step
Connect to the Repository on page 8)
Open Folder
• Open the assigned Studentxx Folder (refer to the flagged step
Open Folder on page 12)
Open Mapping
The Designer includes the Arrange feature that will reorganize objects
in the workspace in one simple step. This aids in readability and
analysis of the mapping flow and can be applied to certain paths
through a mapping associated with specific target definitions – this is
commonly referred to as a “pipeline”.
• Attempt to Save
• Or this:
• Press the Delete key to remove the connections and make sure
that is all that is deleted
• Single-click and hold the left mouse button in the white space
just to the right of the text for the NAME_out port in the
exp_ODS_EMPLOYEE Expression and attempt to link it to the
NAME port in the ODS_EMPLOYEE Target Definition
Tracing link paths allows the developer to highlight the path of a port either
forward or backward through an entire mapping or mapplet.
Autolink by name
Developers can automatically link ports by name in the Designer. Use
any of the following options to automatically link by name:
• Link by name
• Link by name and prefix
• Link by name and suffix
The Designer adds links between input and output ports that have the
same name. Linking by name is case insensitive. Link by name when
using the same port names across transformations.
By Name
Using the drop down list, only one transformation may be selected in
the From Transformation box and one to many transformations may
be selected in the To Transformations section. For objects that
contain groups such as Router transformations or XML targets, select
the group name from the To Transformations list.
• Click OK
When Autolinking by name, the Designer adds links between ports that have
the same name, case insensitive. The Designer also has the ability to link ports
based on prefixes or suffixes defined. Adding Suffixes and/or Prefixes in Port
Names help identify the ports purpose. For example, a suggested best practice is
to use the suffix “_out” when the port is derived from input ports that were modified
as it passes through the transformation. Without this feature, Autolink would skip
over the names that don’t match and force the developer to manually link the
desired ports.
Autolink by Position
The Autolink by position links the first output port to the first input port, the
second output port to the second input port, and so forth. Use this option when
creating transformations with related ports when applicable in the same order.
By Position
• Click OK. The Designer links the first output port to the first
input port, the second output port to the second input port, and
so forth.
• While still holding the left mouse button, position the pointer just
below the TYPE_CODE port until a red-line appears under it
There is a shortcut to go from the Normal View directly to the port desired in
the Edit View – this is especially useful in transformation objects that have dozens
of ports.
In the Mapping Designer, copying ports from one transformation to another is
a valuable time saver. In lieu of entering the ports manually which includes the
name, data type, precision and scale, the drag-and-drop method can be used by
the developer to create a port in the desired transformation.
The Designer includes a toggle feature to switch between “Copy Columns” and
“Link Columns”. With Copy Columns, a port may be dragged and dropped
from one transformation to another, capturing the integrity of the Name, Datatype,
Precision and Scale. With Link Columns, if the desired port does not exist in
the transformation to be linked, it will copy and link the port. If the port does exist,
the port can simply be linked. In order for the link to be established between
transformations, it must pass a validation check the Designer performs
automatically. If the validation check does not pass, the port will be copied, only,
and not linked. If only attempting to link ports the link will drop – the message can
be found in the status bar at the bottom of the window.
Copy columns
• Use the mouse to choose the copy columns icon
Link columns
Copy Columns
• Choose the copy columns by selecting Layout | Copy
Columns or the Copy Columns icon
• Use the drag-and-drop method to copy the TYPE_CODE port
from the sq_EMPLOYEE Source Qualifier to the
exp_ODS_EMPLOYEE Expression
Link Columns
• Choose the link columns by selecting Layout | Link Columns
or the Link Columns icon
• Link the TYPE_CODE port from sq_EMPLOYEE Source Qualifier
to the exp_ODS_EMPLOYEE Expression
There are two ways to create transformations from scratch. There is the
Transformation Toolbar that includes every Informatica transformation and then
there is the menu option, Transformation | Create. When using the
transformation toolbar developers will be able to click and drop transformations to
a desired location in the workspace and it will also give it a default name. The
Transformation | Create option forces the developer to select the desired
transformation from a drop down list and the name must be typed in before the
Designer creates the transformation.
A mapping may be difficult to view in the workspace and the developer may
want to change the magnification to see it better. Below are the features and
techniques to adjust the magnification.
Scale to fit
Scale to Fit
Zoom Point
Zoom Rectangle
Zoom Normal
PURPOSE
• Troubleshoot a mapping that is not producing correct data
results. A fellow developer (student) has produced the same
m_ODS_EMPLOYEE_xx mapping created in Lab 4. The
mapping is valid. However, when the mapping is executed it is
not producing correct results. Obtain a copy of the mapping
then run a debug session to determine where the mapping errors
are
OBJECTIVES
• Learn to use and apply the Informatica Debugger
D U R AT I O N
• 20 minutes
Prepare Designer
These first steps will be to setup the Mapping Designer. Some of the
steps may not be necessary because the Designer may still be open
from the previous exercise.
Clear Workspace
Close Mapping
A good practice to set up for any new development assignment (in this
case, a lab) is to close the previously opened mapping.
• After selecting Yes to confirm the copy, two more decision dialog
boxes appear. Select Reuse for both:
And…
Open Mapping
In order to run the Debugger, the mapping to be debugged must be
open in the Mapping Designer. It may already be open based on how it
was copied into the assigned Studentxx folder from the previous step.
Check for the name m_ODS_EMPLOYEE_BAD in the recent mapping
list:
Notice the “Open this mapping” message in the status bar. Look to the
status bar for other useful information as these sorts of tasks are being
performed.
Edit Mapping
Change the name of the m_ODS_EMPLOYEE_BAD mapping to
include the student assigned number to keep it unique – consequently
it will have a unique session name and session log by default.
• Select Mappings | Edit. The Edit Mappings dialog box opens
Start Debugger
• Click on the Next button. The next Debug Mapping Wizard page
appears
Server Select
List
Instruct the
Debugger
Server to
Create a Debug
Session
• On the last page of the Wizard (not shown), leave the check in
the Discard target data checkbox.
Rotate position of
the Instance
windows if desired
via drag and drop
method
• Click on the Session Log tab to watch the Real-Time log creation
The Debugger toolbar will come become active when in debug mode.
The Step to Instance icon allows the user to examine one transformation at a
time, following one-row-after-another through the same transformation.
Debug Mapping
There are errors in the mapping. Select a transformation to serve as a
starting point for the debugging:
• Select the sq_EMPLOYEE Source Qualifier in the mapping.
Debugger Breakpoints
• Restart Debugger using exactly the same selections all the way
to initialization (refer to the flagged steps Start Debugger on
page 119)
• Click on the Edit Breakpoint icon
• Select the sq_EMPLOYEE for the Instance Name at the top of
the Edit Breakpoints dialog box
• Click on the Add button in the Breakpoints: section towards
the bottom of the dialog box
• Click on the Add a new column to this table icon in the
Condition section in the middle of the dialog box
• Select ‘<<ANY-PORT>>’ in the Ports Drop down list
• Select ‘ISNULL’ as the Operator
• Click the Continue button, yet again for a final time, and the
Debugger stops
• Edit the Breakpoints
PURPOSE
• Load a Time ODS Table. This table will contain filtered time data
based on an Instructor-defined date
OBJECTIVE
• Perform Source Analysis of a Flat File using the Flat File Wizard
• Learn to use the Filter Transformation
D U R AT I O N
• 30 minutes
SUMMARY
The definition for Flat Files may be imported into the Repository from local,
mapped, or NFS mounted drives. If a flat file is on UNIX, then it is suggested to
copy it via FTP to either a local or mapped drive (Windows-based operating
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 130
system). When the Session Task in the Workflow runs, the file will be read from
the UNIX directory in which it is physically located.
Once the file definition is in the repository, it can be discarded from the local or
mapped drive because the Informatica PowerCenter Server will not look to client
workstation for location information. When running a Session Task, always think
about the location of the file from the Informatica PowerCenter Server’s
perspective – never from the client workstation.
• Select Delimited
• Click on Import Field Names From First Line
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 131
Import field
names from first
line
• Click Next
• Make sure that Comma is set under the Delimiters section and
the text Qualifier should be set to Double Quotes
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 132
• Click Next
• By importing the field names from the first line (Step 1), the port
names have already been created. No other modifications are
necessary
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 133
The Wizard takes a best guess at the Datatype,
length and width based on the first 500 rows.
• Click Finish
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 134
Import Target Table
• Open the Warehouse Designer by clicking the Warehouse
Designer icon on the toolbar
• Click on Targets | Import From Database
• Connect to your Target ODBC (tdbuxx - where xx is your
student number)
• Expand the TDBU schema and TABLES folder
• Select ODS_TIME
• Click OK
• The ODS_TIME Target Transformation should look as follows. If
any discrepancies exist, let your Instructor know
Create Mapping
• Create a new mapping called m_ODS_TIME_xx (refer to the
flagged step Create the Mapping on page 30)
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 135
• From the Targets node, drag-and-drop ODS_TIME into the
Mapping Designer Workspace
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 136
Create Expression Transformation
Going forward, when there is a picture below a Step Title (e.g. Create
Expression Transformation), it reflects how the object should appear upon
completion of the step. When transformations are linked, it will show the previous
transformation and which columns are linked, input/output ports, etc. The bullets
provide the details necessary to complete the entire step.
Furthermore, the learning process should be in full swing and the steps will
become more vague expecting that tasks have been learned. As the instructor
stated, the rule of thumb is the first time step has been introduced in detail, the
second time there is reference back to it and finally, the third time and beyond it is
expected to have been learned.
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 137
• Click on the Apply button
• Click on the Ports tab
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 138
• Highlight the third port, Quarter, then add the following ports,
each by clicking the Add Port button
An expression will be needed for each of the above ports. Open the
expression editor and add expressions for each port as follows (See
flagged step Create an Expression on page 40).
PORT FORMULA
DATE_ID TO_DATE(DATE,’DD-MON-YYYY’)
MONTH_out SUBSTR(DATE,4,3)
QUARTER_out SUBSTR(QUARTER,6,1)
YEAR_out SUBSTR(QUARTER,1,4)
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 139
• Click on the OK button
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 140
Create Filter Transformation
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 141
• Click on the arrow on line 1 (Filter Condition) to the far right in
the Value column to open the Expression Editor
Click here to open
Expression Editor
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 142
• Validate the mapping by selecting Mapping |Validate
• Save
Completed Mapping
Create Workflow
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 143
° Rename Start task to start_ODS_TIME
° Create Session Task called s_m_ODS_TIME_xx
• Edit s_m_ODS_TIME_xx session
° Task – Sources/Properties tab, verify Source filename
is time.txt
° Task – Targets/Connections tab, select
native_target_xx for ODS_TIME target table
° Targets (top)/Properties (bottom), check Truncate
target table option
° Only if the target table database connection is using an
Oracle client less than 8.1.7.2 - Targets/Properties tab,
select Normal for Target load type
• Link start_ODS_TIME to s_m_ODS_TIME_xx Session Task
• Save, Validate and Start Workflow from Selected Task,
start_ODS_TIME
• Monitor and Review the results for s_m_ODS_TIME_xx in the
Workflow Monitor
Expected
Results
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 144
Results – Session Transformation Statistics
The above dialog box is similar to the ones used to connect to the
source and target database. In this case the connection needs to be
made to the target database. Login to the target database in the same
manner; refer to the flagged step Analyze Source Definitions on page
16.
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 145
• Select the odbc_target ODBC data source connection from the
pull-down list
• Enter the Username and Password assigned by the Instructor –
should be tdbuxx / tdbuxx (username / password)
• Click on Connect and the results appear in the bottom half of
the dialog box. The default number of returned rows is 100,
however, for the exercises going forward, only the first few rows
will be shown in the Results sections.
Informatica PowerMart / PowerCenter 6 Basics – Lesson 9 – Flat File Wizard and Filter 146
Lab
10
PURPOSE
• The purpose of this lab is to populate a fact table by joining a flat
file and a relational table. The flat file has orders to vendor’s
data for products and supplies. The product table has data on
the make and model name, the vendor that supplies the product,
and the cost. We want to load an ODS table with the costs
summarized by date, product and vendor. This will be the raw
data that will be used to populate the fact table.
OBJECTIVE
• Learn how to perform a heterogeneous join using the Joiner
transformation
• Learn how to aggregate data using the Aggregator
Transformation
D U R AT I O N
• 35 minutes
SUMMARY
Import Target
• Clear Warehouse Designer Workspace (Right-click anywhere in
the Workspace and select Clear All)
• Import the relational database target, ODS_ORDER_AMOUNT
• Save Repository
Create Mapping
• Create a mapping called m_ODS_ORDER_AMOUNT_xx
Navigator Output
Window Window
Toggle Button Toggle Button
One of the two sources in each Joiner must be deemed the Master and the other,
by default, will become the Detail. The Master is designated by the “M” port
attribute, and is essentially cached to memory. If not enough memory is allocated
on the Properties tab (discussed later in the course) then the spillover will cache to
disk and ultimately degrade performance. To determine which source should be
the Master, it is recommended to choose the smaller (total bytes; not necessarily
rows) of the two since it will take less time and use less system resources to
cache. To calculate which source will cache less between the two, factor in the
number of ports, their respective data types, precision and scale and THEN,
multiply that by the expected number of rows.
SUM(QUANTITY_in)
Create Workflow
LAB 11 – SORTER
PURPOSE
• The purpose of this lab is to populate an ODS table by joining a
flat file and a relational table. It’s the same table as the
previous lab, however, assuming there is a large amount of data
broken down into several groups, the data will flow through the
mapping much faster through the Aggregator if the data is
sorted. Since the data is not coming, solely, from a relational
source, grouping the data in the Source Qualifier will serve very
little purpose. The addition of the Sorter Transformation and a
property in the Aggregator has the potential to significantly
enhance performance.
OBJECTIVE
• Reiterate the Copy Mapping Process
• Learn how to use the Sorter Transformation
• Learn the purpose of the Aggregator Transformation’s Sorted
Input property
D U R AT I O N
• 20 minutes
SUMMARY
• Save
Remove Links
• Remove all input links to agg_ODS_ORDER_AMOUNT
Add Links
Create Workflow
PURPOSE
• To load an ODS table with only those customers who have one or
more completed, non-cancelled, invoices on record
OBJECTIVE
• To demonstrate the use of a Lookup transformation where a
Source Qualifier SQL override or a Joiner may not be the best
solution
D U R AT I O N
• 40 minutes
SUMMARY
SOURCE: INVOICE table
TARGET: ODS_CUSTOMER_ACTIVE table
Create Mapping
• Create a mapping called m_ODS_CUSTOMER_ACTIVE_xx
• Expand the SDBU Tables list and select the table CUSTOMER
The Lookup, like the Joiner and the Aggregator discussed earlier, has the
ability to cache the rows to memory (and disk). There are several caching options
to be discussed later in the course; however, when a lookup is connected (every
source row passes through), it is a Best Practice to choose one of many caching
options to obtain the best performance.
odbc_source
represents the
Data Source
Name (DSN)
from where the
Lookup table
was imported –
the Informatica
PowerCenter
Server will not
recognize this
as a valid
database
connection and
must be
changed
Click here to
open Select
Database Dialog
Box
Select $Source
variable
Completed Mapping
Create Workflow
PURPOSE
• To delete rows from an ODS table where customers do not have
valid type codes, i.e., they have not been properly ‘typed’ or are
marked INACTIVE
OBJECTIVE
• To demonstrate how to run a session that only deletes rows
D U R AT I O N
• 25 minutes
SUMMARY
SOURCE: INVOICE table
TARGET: ODS_CUSTOMER_ACTIVE table
Copy mapping
• Expand the Mappings node in the assigned folder in the
Navigator window
• Select the m_ODS_CUSTOMER_ACTIVE_xx and hit Ctrl-C
and the Ctrl-V (See flagged step Copy Mapping on page 112
for other methods of copying mappings)
• Click yes to copy the mapping
• Add ‘_del’ to the mapping name before the student number, xx:
ISNULL(CUSTOMER_TYPE) OR
UPPER(RTRIM(CUSTOMER_TYPE)) = 'INACTIVE'
Completed Mapping
Create Workflow
2) Rerun wf_ODS_CUSTOMER_ACTIVE_xx
workflow to repopulate the 28 rows; and finally
3) Rerun wf_ODS_CUSTOMER_ACTIVE_del_xx
workflow
PURPOSE
• In the previous labs filtering out all of the INACTIVE customers
created the ODS_CUSTOMER_ACTIVE table. In the Customers
table CUSTOMER_TYPE is either set to INACTIVE or ACTIVE.
Because Customers may change from ACTIVE to INACTIVE, Labs
12 and 13 would have to be run every time
ODS_CUSTOMER_ACTIVE is loaded. The use of an Update
Strategy eliminates the need for two mappings to accomplish the
same task.
OBJECTIVE
• Create and configure an Update Strategy. Then do inserts and
rejects based on whether the customer type is ACTIVE or
INACTIVE
D U R AT I O N
• 30 minutes
SUMMARY
SOURCE: INVOICE table
TARGET: ODS_CUSTOMER_ACTIVE table
Copy Mapping
• Copy the mapping m_ODS_CUSTOMER_ACTIVE_xx and
name it m_ODS_CUSTOMER_ACTIVE_upd_xx
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 188
Create Update Strategy Transformation
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 189
CUSTOMER_TYPE=’ACTIVE’ INSERT The CUSTOMER_TYPE
is ‘ACTIVE’. The row
will be inserted.
IIF(UPPER(RTRIM(CUSTOMER_TYPE))='INACTIVE' or
ISNULL(CUSTOMER_TYPE), DD_REJECT, DD_INSERT)
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 190
• Save
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 191
Completed Mapping
Create Workflow
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 192
Results – Session Properties
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 193
Results – Preview Data
Extra Credit
To avoid the database unique constraint violations, there is a very
simple solution. Try the following this exercise to eliminate them.
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 194
• Copy/Link the CUST_NO port from the
fil_ODS_CUSTOMER_ACTIVE Filter to
agg_CUSTOMER_ACTIVE Aggregator
• Link the CUST_NO port from the agg_CUSTOMER_ACTIVE
Aggregator to the CUST_NO port in the lkp_CUSTOMER
Lookup Procedure
• Edit the agg_CUSTOMER_ACTIVE Aggregator
° Check the Groupby checkbox for the CUST_NO in the
Ports tab
° Check the Sorted Input checkbox in the Properties tab
• Edit the sq_INVOICE Source Qualifier – in the Properties tab,
increase the value for the Number of Sorted Ports from 0 to 1
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 195
Results – Extra Credit Session Properties
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 196
Results – Extra Credit Session Transformation Statistics
Informatica PowerMart / PowerCenter 6 Basics – Lab 14– Data Driven Inserts and Deletes 197
Lab
15
PURPOSE
• The PRODUCT and VENDOR source tables will be used to create
an ODS PRODUCT table that has information about the
equipment and supplies that the company resells to customers.
This will update the ODS Product table to keep the most current
product information. Only equipment and supplies that are
currently available should be in the table, so all records that are
discontinued will be taken out of the ODS Product table.
OBJECTIVE
• Create and configure a Lookup and Update Strategy
Transformations to do an incremental update on the PRODUCT
table
D U R AT I O N
• 40 minutes
SUMMARY
SOURCES: VENDOR, PRODUCT
TARGETS: ODS_PRODUCT
Create Mapping
• Create a mapping called m_ODS_PRODUCT_xx
Uncheck
these eight
(8) Output
ports to
exclude them
from the SQL
Select
Statement
IIF(ISNULL(PRODUCT_CODE_lkp),
IIF(DISCONTINUED_FLAG = 0, DD_INSERT, DD_REJECT),
IIF(DISCONTINUED_FLAG = 0, DD_UPDATE, DD_DELETE))
Pseudo Code
Completed Mapping
If the Forward Reject Rows checkbox were checked, 3 rows would have
been rejected:
16
OBJECTIVES
This is the second Instructor-led “follow along” lesson to show and
explain the various Designer features and tools that can improve
efficiency and ease of use. Below is a list of lessons to be covered:
D U R AT I O N
• 40 minutes
The Designer includes the Find Next and Find in Workspace tools to
help you find columns or ports in repository objects, or strings in the
output window. This can be very helpful in any number of scenarios
including:
• Tracing the impact of change through a mapping;
• Debugging an invalid port;
• Recognizing a miscalculated port value; or
• Detecting a mapping logic flow error.
Find in Workspace
Find Next
• Press Enter again to search for the next occurrence of the search
string
• Open the Navigator Window and expand the Targets Node in the
assigned Student folder
• Right-click on the ODS_CUSTOMER_ACTIVE Target Definition
and select View Dependencies…
• Try the same steps on any Mapping and note the dependency to
a Session Task
Differences
would appear
in red
• Close and try the same steps with the DIM_REP table –
compare ODS_EMPLOYEE to DIM_REP
• Click on the Compare button and view the Columns tab
Instances:
This feature is new with version 6 and allows the developer to copy and paste
objects from mappings and mapplets within the same folder.
One of the primary advantages of using this feature is the ability to select more than
one object at a time and paste the objects into a mapping, mapplet or both.
- Objects can be copied from any mapping or mapplet in a folder to any new,
existing mapping or mapplet in the same folder
Lesson 6 – Shortcuts
A word of caution, changes can invalidate mappings and sessions. For example, if
there is a shortcut to a reusable transformation and simple Precision change is
made to a port, each and every mapping with a shortcut to that object will become
invalid, which in turn, invalidates the session tasks using those mappings.
The key is to plan and use the Dependency Analysis Features to determine the
impact of the change and plan accordingly. If the change is needed immediately,
then temporarily make a copy of the object until the shortcut can be updated
LAB 17 – ROUTER
PURPOSE
• To develop a mapping where a row can be mapped to any one of
or all three possible Targets
OBJECTIVE
• Learn the functionality of the Router Transformation when
multiple filtering conditions are required in a mapping
D U R AT I O N
• 30 minutes
SUMMARY
SOURCE: ODS_EMPLOYEE
TARGETS: ODS_EMPLOYEE_SALES,
ODS_EMPLOYEE_NON_SALES,
ODS_EMPLOYEE_ROOKIE
Create Mapping
• Create a mapping called m_ODS_EMPLOYEE_TYPE_xx
A Router Transformation tests each row against one or more conditions, called
groups, and flags the row true allowing it to pass through that group. Each row will
be tested against each and every group, so it can be dispersed across many
groups if the conditions are met.
Another advantage the Router has over the Filter is if the row does not meet any of
the defined group conditions, it will route the row to the Default Group. This
feature alone makes it great transformation for error handling.
• Save
Completed Mapping
ODS_EMPLOYEE_NON_SALES
ODS_EMPLOYEE_ROOKIES
18
PURPOSE
In the exercise that follows this one, there is a table,
ODS_LINE_ITEM that will have a foreign key relationship with the
table in this exercise, ODS_INVOICE. Ultimately, the aforementioned
tables will be joined together in another exercise.
OBJECTIVE
Learn how to create a simple pass through mapping
D U R AT I O N
• 10 minutes
SUMMARY
SOURCE: INVOICE
TARGET: ODS_INVOICE
Import Target
Create Mapping
Completed Mapping
Create Workflow
19
LAB 19 – CONDITIONAL LOOKUP
PURPOSE
• Read from a large source that has a few rows of invalid data. To
validate specific data, look up the value in another table. This is
only necessary for about one row out of ten
OBJECTIVE
• Build a mapping to load an ODS table that contains line item
data that will ultimately be used to load the fact table in the data
mart
D U R AT I O N
• 30 minutes
SUMMARY
Create Mapping
• Create a mapping called m_ODS_LINE_ITEM_xx
• Hit the Tab key to jump to the Type column and click on the
down-arrow or type the letter ‘p’ to select Parameter
• Hit the Tab key to jump to the Datatype column and click on
the down-arrow or type the letter ‘d’, twice, to select decimal.
If you bypass decimal, continue to cycle through all of the
Datatypes that begin with ‘d’ until decimal is found
• Set Precision to 10 and Scale to 2
• Click in the Initial Value: edit box and key in .00
• Validate the initial value by clicking on the Validate button at
the far right of the edit box
• Click the ADD button, again
• In the Name column, type $$MAX_RATE
• Select Parameter as the Type
• Select decimal as the Datatype
• Set Precision to 10 and Scale to 2
• Set Initial Value: .35 and validate
• Click OK
Unconnected Lookups
A Connected Lookup takes every row passed to it, processes it based on the
lookup condition and passes it downstream to the next transformation. It should
only be used when the majority or all of the rows are required to pass through it or
when more than one port (return value) is required from the Lookup.
The ‘R’ port is only required in when the Lookup is unconnected. If checked
while connected, it will be ignored. Only one port can be selected, hence it acts
like a radio button.
2) Only one port is required (‘R’ port) for the return value
Edit Expression
Add an expression that includes a formula that calls the Lookup
Transformation, hence the name of the Lab, Conditional Lookup
Create Workflow
PURPOSE
• To alter the mapping created in the Router lab to send rows not
loaded into any of the three target tables to a flat file for
inspection
OBJECTIVE
• To demonstrate the ability to populate targets of different types
D U R AT I O N
• 15 minutes
SUMMARY
SOURCE: ODS_EMPLOYEE
TARGETS: ODS_EMPLOYEE_SALES,
ODS_EMPLOYEE_NON_SALES,
FF_EMPLOYEE_INVALID_xx
• Click OK
Copy Mapping
• Copy the m_ODS_EMPLOYEE_TYPE_xx mapping and call it
m_ODS_EMPLOYEE_INVALID_TYPES_xx
Edit Mapping
• Delete the ODS_EMPLOYEE_ROOKIE Target Definition from
the mapping
Create Workflow
LAB 21 – MAPPLETS
PURPOSE
The purpose of this lab is to introduce the concept of Mapplets.
Mapplets are a group of transformations that are saved as a set. This
set then becomes reusable, and can be used in any mapping. The
mapplet created here will be used in next lab.
OBJECTIVE
Learn the functionality and characteristics of Mapplets
D U R AT I O N
• 30 minutes
SUMMARY
SOURCE: ODS_INVOICE, ODS_LINE_ITEM
TARGETS: out_PROFIT_PERCENT
Once saved, Mapplets are stored in their own node called ‘Mapplets’, visible in the
Navigator window and can be used in any mapping by dragging and dropping the
mapplet into the mapping from the Navigator window.
Creating Mapplets can save time by eliminating the need to create the same set of
transformations again and again. They also enforce standards.
From a graphical user interface (GUI) perspective, there are very few differences
between the Mapplet Designer and the Mapping Designer – they are virtually
mirror images of each other. The primary differences are which transformation
objects can be used and there are limitations -- the majority, of which, exist within
the Mapplet Designer.
Furthermore, most objects can be copied between them. This is key because
mapplets usually come to fruition as a result of mappings. If, after a mapping has
already been created, it has been determined that the complexity and reusability
warrants the creation of a Mapplet, it is easy to copy those key objects without
building them from scratch.
Completed Mapplet
PURPOSE
• The mapplet created in the previous exercise supplies a profit
value for each sales rep, customer, product, and date. In this
lab, the data will be distributed among four ODS tables, one that
will hold the data on a daily level, which is how it is coming
directly from the mapplet, and the other three will hold the same
data “summarized” or aggregated on a monthly, quarterly and
yearly basis, respectively. To accomplish the further aggregation
required (monthly, quarterly and yearly), three general-purpose
Reusable Aggregator transformations will be created. The
Aggregators are considered “general purpose” (generic) because
each can take any numeric data – regardless of the meaning of
that data – and summarize it on a monthly, quarterly and yearly
level.
OBJECTIVES
• Promote Transformation to be Reusable
• Create a mapping that uses a mapplet and Reusable
Transformations
• Use Persistent Named Lookups, mapplets as inputs, as well as,
object copy and paste
D U R AT I O N
• 75 minutes
SUMMARY
SOURCE: mplt_PROFIT_PERCENT (Sources within mapplet)
TARGETS: Shortcuts to ODS_PROFIT_DAILY,
ODS_PROFIT_WEEKLY, ODS_PROFIT_MONTHLY
and ODS_PROFIT_YEARLY
Add Mapplet
• Add the mplt_PROFIT_PERCENT, created in the previous
exercise, to the mapping from the Mapplets Node
If a lookup is performed more than once, either within the same session or in
another, and the data does not change for several runs then consider using this
property. If the intent is to use this property across sessions, then another
property, Cache File Name Prefix needs to be selected to share the cache
If at some point in the various workflows and session tasks that use the Lookup
Cache the data needs to be refreshed, another property can be used to force the
persistent cache to be refreshed called Recache from the Database.
Create Aggregator
This mapping presents a good opportunity to create three reusable
(general purpose) transformations for other mappings to use –
ultimately this will reduce duplication of effort and ensure accuracy.
Often it is easier to get a visual perspective on what is being built in the
Mapping Designer, first, and then promote a specific transformation to
be reusable.
SUM(PROFIT_in)
Reusable Transformations
Standard transformations exist within a single mapping. Reusable transformations
can be used in multiple mappings or mapplets.
Rather than re-creating a transformation with the very same logic several times,
create a reusable transformation. Wherever the reusable transformation is needed,
add an instance of it to the mapping.
The Designer stores each reusable transformation as metadata separate from any
mapping that uses the transformation – similar to a shortcut. Once promoted to be
reusable, the transformation will appear in the Transformations Node and only to
be edited in the Designer’s Transformation Developer.
• Edit agg_3_ID_SUM_BY_MTH
• Click on the Ports tab and note the ports are not editable – they
have been completely grayed out; on the other hand, the
attributes displayed on the Properties Tab are editable
Create Workflow
• Link start_ODS_PROFIT_PERIODIC to
s_m_ODS_PROFIT_PERIODIC_xx
• Save, Validate and Start Workflow
wf_ODS_PROFIT_PERIODIC_xx
• Monitor and Review the results for
s_m_ODS_PROFIT_PERIODIC_xx in the Workflow Monitor
EXTRA CREDIT
• Update the m_ODS_TIME_xx mapping by changing the year
from 1999 to 1996
Results
All the numbers should be the same as the above results. The
difference is in the data – there should no longer be any Nulls.
ODS_PROFIT_MONTHLY
PURPOSE
• Build a mapping to load the DIM_PRODUCT table when source
rows do not exist on the target
OBJECTIVE
• Utilize Informatica’s Dynamic Caching feature when looking up
source information against the target table
• Use a Sequence Generator transformation
D U R AT I O N
• 30 minutes
SUMMARY
SOURCE: ODS_PRODUCT
TARGET: DIM_PRODUCT
Create Mapping
• Create a mapping called m_DIM_PRODUCT_xx
• Add the ODS_PRODUCT Source Definition and its’
corresponding Source Qualifier
• Rename Source Qualifier to sq_ODS_PRODUCT
• Add the DIM_PRODUCT Target Definition
• Create Shortcut to Reusable Transformation
Completed Mapping
PURPOSE
• Build a workflow to load the remaining dimensions table, and
then the fact table to complete the course.
OBJECTIVE
• Create shortcuts to mappings
• Setup a workflow with sequential loading
D U R AT I O N
• 30 minutes
SUMMARY
Create Workflow