Creating a SCD Type 2 mapping using the Informatica PowerCenter Mapping Wizard

The Mapping Wizard available in the Informatica PowerCenter Designer client provides pre-designed mapping templates to create mappings based on specific requirements like SCD Types 1, 2 & 3. The illustration below explains the creation of an SCD Type 2 mapping using the Mapping Wizard. The source table is EMPLOYEES that contains employee information like Employee ID, Name, Role, Department ID, Location, Employment Status and the Date of joining. The EMPLOYEES table is shown below.
EMPLOYEES EMP_ID 1321 1487 1678 EMP_NAME Shaun Mathews Shane Smith Katie Wells EMP_ROLE Clerk Supervisor Manager DEPT_ID 209 110 198 LOCATION Atlanta Atlanta Atlanta EMPL_STATUS Active Active Active JOIN_DT 13-Apr-08 4-Aug-08 20-Aug-08

The field EMP_ID is the primary key for the EMPLOYEES table. The fields on which history needs to be maintained are EMP_ROLE, DEPT_ID, LOCATION and EMPL_STATUS. Import the source definition EMPLOYEES using the Source Analyzer workspace. Go to Sources > Import from Database.

Nelrick Rodrigues

This opens the Import Tables window. Assuming that a system DSN is already created for this connection, specify all the necessary details and click Connect.

Select the EMPLOYEES table to import and click OK to continue.

The EMPLOYEES source definition is created and appears in the workspace. Click Save to save the source definition in the repository.

Nelrick Rodrigues

The source table EMPLOYEES contains only current data and doesn't have any historical data. This mapping would be run daily to capture the historical data in the EMPLOYEES_SCD2 target table. The Effective Date logic would be used for SCD Type 2 mapping. Click on the Mapping Designer tab. Go to Mappings > Wizards > Slowly Changing Dimensions.

Nelrick Rodrigues

Provide a suitable mapping name as shown and select the Type 2 Dimension radio button. Click Next to continue.

Select the correct Source definition from the Select Source Table drop-down list and type the New Target Table name as EMPLOYEES_SCD2 as shown. Click Next to continue.

This opens the Target Field Selection window as shown.

Nelrick Rodrigues

Add the EMP_ID field as Logical Key Fields as shown as it is the primary key in the EMPLOYEES source table. Add the remaining fields on which history needs to be maintained as Fields to compare for changes as shown.

Click Next. Select Mark the dimension records with their effective date range as the versioning method to maintain history.

Nelrick Rodrigues

This adds two more fields PM_BEGIN_DATE and PM_END_DATE which helps identify the effective start date and the end date respectively for each employee's record and if any of the fields on which history needs to be tracked undergo a change in the source table, a new record for that employee will be created with new effective start date and end date will be null. The PM_END_DATE value will be null for all current version of the records in the EMPLOYEES_SCD2 table. The date logic is indeed useful in scenarios wherein the source system doesn't have an effective date or last updated date field and it is binding on the ETL system to provide such a function. However, the definiteness of the effective start and end date being loaded into the history table will also depend on the frequency at which the SCD Type 2 mapping is run. Click Finish. The SCD Type 2 mapping is generated.

Nelrick Rodrigues

Save the mapping in the repository by pressing Ctrl+S. Check the Output Window below which displays messages stating that the mapping is valid with no parsing errors.

The new target definition EMPLOYEES_SCD2 is created in Informatica Designer, but not in the database. Drag the target definition EMPLOYEES_SCD2 from the Repository Navigator into the Target Designer workspace.

Nelrick Rodrigues

Go to Targets > Generate/Execute SQL.

This opens the Database Object Generation window. Mention the path and filename for the DDL file to be created. Select the Create table radio button under the Generation options. Select the Create index radio button.

Click Generate and execute. This opens the Connect to an ODBC Data Source window. Mention the necessary database details where the target table should be created and click Connect.

Nelrick Rodrigues

Check the Output Window to verify if the script has been successfully generated and executed in the database.

Click Close to close the Database Object Generation window. The iconic view of the mapping is shown below.

Nelrick Rodrigues

A brief description of the transformations used in the mapping is given below. 1. LKP_GetData: This is a lookup on the target table EMPLOYEES_SCD2 and will compare the incoming data from the EMPLOYEES source table based on the key field EMP_ID with that of the target table, EMPLOYEES_SCD2. All the currently active records in the EMPLOYEES_SCD2 table will have a null PM_END_DATE. Hence, only these records should be compared for changes with the incoming data and therefore, an unconnected input port INPUT_NULL_DATE is also matched with the PM_END_DATE field of the lookup table as part of the Condition. The condition used in the lookup transformation LKP_GetData is shown below.

2.

EXP_DetectChanges: This expression transformation will generate two flags - ChangedFlag and NewFlag. The ChangedFlag will check if the employee information in the EMPLOYEES_SCD2 target table has undergone a change in the source EMPLOYEES table. The NewFlag will check for the occurrence of new employee records in the source EMPLOYEES table. SEQ_GenerateKeys: This sequence generator generates unique keys for the PM_PRIMARYKEY field in the EMPLOYEES_SCD2 table for both new records and records that have undergone change in the fields on which history is maintained in the EMPLOYEES source table, which will be inserted as a new record in the target table. EXP_KeyProcessing_InsertNew & EXP_KeyProcessing_InsertChanged: The expression transformations EXP_KeyProcessing_InsertNew & EXP_KeyProcessing_InsertChanged generate the effective start date PM_BEGIN_DATE for the new records and the changed records that are inserted into the EMPLOYEES_SCD2 target table respectively. FIL_InsertNewRecord, FIL_InsertChangedRecord & FIL_UpdateChangedRecord: The filter transformation FIL_InsertNewRecord passes the new rows if the NewFlag is TRUE while the filter transformations FIL_InsertChangedRecord & FIL_UpdateChangedRecord passes the changed rows if the ChangedFlag is TRUE. UPD_ForceInserts, UPD_ChangedInserts & UPD_ChangedUpdate: The update strategy transformations UPD_ForceInserts & UPD_ChangedInserts are used to manage inserts for new rows and changed rows

3.

4.

5.

6.

Nelrick Rodrigues

respectively while the UPD_ChangedUpdate is used to update the old version rows based on the PM_PRIMARYKEY field. 7. EXP_CalcToDate: This expression transformation generates the effective end date PM_END_DATE for the old version of an employees record in the EMPLOYEES_SCD2 target table.

The only optimization needed in the mapping is replacing the three filter transformations with a router transformation. Create a valid session and workflow for this mapping. Start the Workflow Manager client tool and click on the Task Developer tab. Go to Tasks > Create to create a new task.

This opens the Create Task window. Select the Session task from the drop-down and enter a name for this task as shown below.

Click Create to continue. Select the mapping created in the previous steps to associate with this session.

Nelrick Rodrigues

Click OK to continue. Click Done in the Create Task window.

A new task is created in the Task Developer workspace as shown above. Double click on the session to edit it. Click on the Mapping tab and select the Connections option on the left and apply the correct relational connections as shown below.

Click OK to continue. Right click on the session task and click Validate to validate the session as shown below.

Nelrick Rodrigues

A notification is generated in the Output Window as shown below stating that the session is valid.

Press Ctrl+S to save the session task.

Nelrick Rodrigues

Click on the Workflow Designer tab. Go to Workflows > Create to create a new workflow.

This opens the Create Workflow window. Provide the workflow name as shown below.

Click OK. Drag the session created in the previous steps from the Repository Navigator into the Workflow Designer workspace. Go to Tasks > Link Task.

Nelrick Rodrigues

Link the Start task to the session task as shown below.

Click Ctrl+S to validate and save the workflow. Assuming the workflow ran for the first time on the 24 March, 2010, the data loaded in the target table is shown below.
EMPLOYEES_SCD2 PM_PRIMARYKEY 1 2 3 EMP_ID 1321 1487 1678 EMP_NAME Shaun Mathews Shane Smith Katie Wells EMP_ROLE Clerk Supervisor Manager DEPT_ID 209 110 198 LOCATION Atlanta Atlanta Atlanta EMPL_STATUS Active Active Active JOIN_DT 13-Apr-08 4-Aug-08 20-Aug-08 PM_BEGIN_DATE 24-Mar-10 24-Mar-10 24-Mar-10 PM_END_DATE
th

Observing the data in the target table, it is evident that since all these records are the current version, the PM_END_DATE for all these records are null.

Nelrick Rodrigues

Assuming that the role of Shane Smith changes to Manager and the department ID of Katie Wells changes to 151 in th the source system and a new employee, Jim Mason joins the organization on the 25 March, 2010, the EMPLOYEES table is shown below.

EMPLOYEES EMP_ID 1321 1487 1678 2050 EMP_NAME Shaun Mathews Shane Smith Katie Wells Jim Mason EMP_ROLE Clerk Manager Manager Clerk DEPT_ID 209 110 151 171 LOCATION Atlanta Atlanta Atlanta Chicago EMPL_STATUS Active Active Active Active JOIN_DT 13-Apr-08 4-Aug-08 20-Aug-08 25-Mar-10

When the workflow runs on the 25 March, 2010, the data loaded in the target table is shown below.
EMPLOYEES_SCD2 PM_PRIMARYKEY 1 2 3 4 5 6 EMP_ID 1321 1487 1678 2050 1487 1678 EMP_NAME Shaun Mathews Shane Smith Katie Wells Jim Mason Shane Smith Katie Wells EMP_ROLE Clerk Supervisor Manager Clerk Manager Manager DEPT_ID 209 110 198 171 110 151 LOCATION Atlanta Atlanta Atlanta Chicago Atlanta Atlanta EMPL_STATUS Active Active Active Active Active Active JOIN_DT 13-Apr-08 4-Aug-08 20-Aug-08 25-Mar-10 4-Aug-08 20-Aug-08 PM_BEGIN_DATE 24-Mar-10 24-Mar-10 24-Mar-10 25-Mar-10 25-Mar-10 25-Mar-10 25-Mar-10 25-Mar-10 PM_END_DATE

th

The old version of records for Shane Smith and Katie Wells have been updated with a PM_END_DATE of 25-Mar10 and two new versions of records having PM_PRIMARYKEY values 5 and 6 and a null value for PM_END_DATE get inserted into the target table. The new record for Jim Mason also gets inserted into the target table with a null value for PM_END_DATE, indicating it is the current version of the record in the target table.

Nelrick Rodrigues