Course 55073-A: Master Data Services, Data Quality Services with SQL 2012-2014 and Excel

Microsoft

Course 55073-A: Master Data Services, Data Quality Services with SQL 2012-2014 and Excel

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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.

Audience Profile

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

Course outline

Module 1: Course Overview

Module 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 Sessions

Course Overview

Lab Lessons

Lab lessons not available

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

Module Overview

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 Sessions

Master Data Management Concepts

Lab Lessons

Lab lessons not available

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

Module 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 Sessions

Microsoft Master Data Services Overview

Lab Lessons

Configuring Master Data Services

After completing this module, students will be able to:

Configure Master Data Services.

Module 4: Understanding Data Models

Module Overview

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 Sessions

Understanding Data Models

Lab Lessons

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

Module Overview

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

Lessons

MDS Entity-Based Staging

Lab Sessions

Importing Data

Lab Lessons

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

Module Overview

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
Locking. Unlocking and Committing Versions
Version Flags
Ancestry
Validating Versions

Lab Sessions

Version Management

Lab Lessons

Versions

After completing this module, students will be able to:

Create and configure versions.

Module 7: Business Rules

Module Overview

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 Sessions

Business Rules

Lab Lessons

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

Module Overview

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 Sessions

MDS Security

Lab Lessons

Setting up Security in MDS

After completing this module, students will be able to:

Set up security in MDS.

Module 9: Publishing Data

Module Overview

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 Sessions

Publishing Data

Lab Lessons

Creating a Subscription View

After completing this module, students will be able to:

Create and configure a subscription view.

Module 10: Excel Add-in

Module Overview

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 Sessions

Excel Add-in

Lab Lessons

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

Module Overview

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 Sessions

Data Quality Services

Lab Lessons

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.

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