Java Transformations and Generated Transformations
Additional Information About the Process Library Transformations
Source Editor Window
Table or External File Properties Window
Transformation Properties Window
View Data Window
Overview of the Main Wizards
New Job Wizard
Transformation Generator Wizard
Planning, Installation, and Setup
Designing a Data Warehouse
Overview of Warehouse Design
Data Warehousing with SAS Data Integration Studio
Developing an Enterprise Model
Step 1: Extract and Denormalize Source Data
Step 2: Cleanse, Validate, and Load Data
Step 3: Create Data Marts or Dimensional Data
Planning a Data Warehouse
Planning Security for a Data Warehouse
Example Data Warehouse
Overview of Orion Star Sports & Outdoors
Asking the Right Questions
Possible High-Level Questions
Which Salesperson Is Making the Most Sales?
Identifying Relevant Information
Identifying Sources
Identifying Targets
Creating the Report
What Are the Time and Place Dependencies of Product Sales?
Identifying Relevant Information
Identifying Sources
Identifying Targets
Building the Cube
The Next Step
Main Tasks for Administrators
Main Tasks for Installation and Setup
Overview of Installation and Setup
Installing Software
Creating Metadata Repositories
Registering Servers
Registering User Identities
Creating a Metadata Profile (for Administrators)
Registering Libraries
Supporting Multi-Tier (N-Tier) Environments
Deploying a Job for Scheduling
Preparation
Deploy a Job for Scheduling
Additional Information About Job Scheduling
Deploying a Job for Execution on a Remote Host
Preparation
Task Summary
Converting Jobs into Stored Processes
About Stored Processes
Prerequisites for Stored Processes
Preparation
Generate a Stored Process for a Job
Additional Information About Stored Processes
Metadata Administration
Supporting HTTP or FTP Access to External Files
Supporting SAS Data Quality
Supporting Metadata Import and Export
Supporting Case and Special Characters in Table and Column Names
Overview of Case and Special Characters
Case and Special Characters in SAS Table and Column Names
Case and Special Characters in DBMS Table and Column Names
Setting Default Name Options for Tables and Columns
Maintaining Generated Transformations
Overview of Generated Transformations
Example: Creating a Generated Transformation
Using a Generated Transformation in a Job
Importing and Exporting Generated Transformations
Additional Information About Generated Transformations
Additional Information About Administrative Tasks
Creating Process Flows
Main Tasks for Users
Preliminary Tasks for Users
Overview
Starting SAS Data Integration Studio
Creating a Metadata Profile (for Users)
Opening a Metadata Profile
Selecting a Default SAS Application Server
Main Tasks for Creating Process Flows
Registering Sources and Targets
Overview
Registering DBMS Tables with Keys
Importing and Exporting Metadata
Introduction
Importing Metadata with Change Analysis
Additional Information
Working With Jobs
Creating, Running, and Verifying Jobs
Customizing or Replacing Code Generated for Jobs
Deploying a Job for Scheduling
Enabling Parallel Execution of Process Flows
Generating a Stored Process for a Job
Improving the Performance of Jobs
Maintaining Iterative Jobs
Monitoring the Status of Jobs
Using the New Job Wizard
Working With SAS Data Quality Software
Create Match Code and Apply Lookup Standardization Transformations
SAS Data Quality Functions in the Expression Builder Window
Data Validation Transformation
Updating Metadata
Updating Metadata for Jobs
Updating Metadata for Tables or External Files
Updating Metadata for Transformations
Setting Name Options for Individual Tables
Viewing Data in Tables, External Files, or Temporary Output Tables
Overview
View Data for a Table or External File in a Tree View
View Data for a Table or External File in a Process Flow
View Data in a Transformation’s Temporary Output Table
Viewing Metadata
Viewing Metadata for Jobs
Viewing Metadata for Tables and External Files
Viewing Metadata for Transformations
Working with Change Management
About Change Management
Adding New Metadata
Checking Out Existing Metadata
Checking In Metadata
Additional Information About Change Management
Working with Impact Analysis and Reverse Impact Analysis (Data Lineage)
Working with OLAP Cubes
Overview of OLAP Cubes
OLAP Capabilities in SAS Data Integration Studio
Prerequisites for Cubes
Additional Information About Cubes
Additional Information About User Tasks
Registering Data Sources
Sources: Inputs to SAS Data Integration Studio Jobs
Example: Using a Source Designer to Register SAS Tables
Preparation
Start SAS Data Integration Studio and Open the Appropriate Metadata Profile
Select the SAS Source Designer
Select the Library That Contains the Tables
Select the Tables
Specify a Custom Tree Group
Save the Metadata for the Tables
Check In the Metadata
Example: Using a Source Designer to Register an External File
Preparation
Start SAS Data Integration Studio and Open the Appropriate Metadata Profile
Select an External File Source Designer
Specify Location of the External File
Set Delimiters and Parameters
Define the Columns for the External File Metadata
View the External File Metadata
View the Data in the External File
Check In the Metadata
Next Tasks
Registering Data Targets
Targets: Outputs of SAS Data Integration Studio Jobs
Example: Using the Target Table Designer to Register SAS Tables
Preparation
Start SAS Data Integration Studio and Open a Metadata Profile
Select the Target Table Designer
Enter a Name and Description
Select Column Metadata from Existing Tables
Specify Column Metadata for the New Table
Specify Physical Storage Information for the New Table
Specify a Custom Tree Group for the Current Metadata
Save Metadata for the Table
Check In the Metadata
Next Tasks
Example Process Flows
Using Jobs to Create Process Flows
Example: Creating a Job That Joins Two Tables and Generates a Report
Preparation
Check Out Existing Metadata That Must Be Updated
Create the New Job and Specify the Main Process Flow
(Optional) Reduce the Amount of Data Processed by the Job
Configure the SQL Join Transformation
Update the Metadata for the Total Sales By Employee Table
Configure the Loader Transformation
Run the Job and Check the Log
Verify the Contents of the Total_Sales_By_Employee Table
Add the Publish to Archive Transformation to the Process Flow
Configure the Publish to Archive Transformation
Run the Job and Check the Log
Check the HTML Report
Check In the Metadata
Example: Creating a Data Validation Job
Preparation
Create and Populate the New Job
Configure the Data Validation Transformation
Run the Job and Check the Log
Verify Job Outputs
Example: Using a Generated Transformation in a Job
Preparation
Create and Populate the New Job
Configure the PrintHittingStatistics Transformation
Run the Job and Check the Log
Verify Job Outputs
Check In the Metadata
Optimizing Process Flows
Building Efficient Process Flows
Introduction to Building Efficient Process Flows
Choosing Between Views or Physical Tables
Cleansing and Validating Data
Managing Columns
Managing Disk Space Use for Intermediate Files
Minimizing Remote Data Access
Setting Options for Table Loads
Using Transformations for Star Schemas and Lookups
Using Surrogate Keys
Working from Simple to Complex
Analyzing Process Flow Performance
Introduction to Analyzing Process Flow Performance
Simple Debugging Techniques
Setting SAS Options for Jobs and Transformations
Using SAS Logs to Analyze Process Flows
Using Status Codes to Analyze Process Flows
Adding Debugging Code to a Process Flow
Analyzing Transformation Output Tables
Using Slowly Changing Dimensions
About Slowly Changing Dimensions
SCD Concepts
Type 2 SCD Dimensional Model
SCD and SAS Data Integration Studio
Transformations That Support SCD
About the SCD Type 2 Loader Transformation
Example: Using Slowly Changing Dimensions
Preparation
Check Out Existing Metadata That Must Be Updated
Create and Populate the Job
Add SCD Columns to the Dimension Table
Specify the Primary Key for the Dimension Table
Specify the Business Key for the SCD Loader
Specify the Generated Key for the SCD Loader
Set Up Change Tracking in the SCD Loader
Set Up Change Detection in the SCD Loader
Run the Job and View the Results
Check In the Metadata
Appendixes
Standard Transformations in the Process Library
About the Process Library
Overview of the Process Library
Access Folder
Analysis Folder
Control Folder
Data Transforms Folder
Output Folder
Publish Folder
Additional Information About Process Library Transformations
Customizing or Replacing Generated Code in SAS Data Integration Studio
Methods of Customizing or Replacing Generated Code
Modifying Configuration Files or SAS Start Commands
Specifying Options in the Code Generation Tab
Adding SAS Code to the Pre and Post Processing Tab
Specifying Options for Transformations
Replacing the Generated Code for a Transformation with User-Written Code
Adding a User-Written Code Transformation to the Process Flow for a Job
Adding a Generated Transformation to the Process Library
Recommended Reading
Recommended Reading
Glossary
Index
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120 Example: Using a Source Designer to Register SAS Tables Chapter 8 Example: Using a Source Designer to Register SAS Tables Preparation Suppose that you wanted to create a report that extracted information from three operational tables: CUSTOMER, ORDERS, and ORDER_ITEM. Your first task would be to register these tables so that they can be included in a job that creates the report. Because these tables exist in physical storage, you could use a source designer wizard to register these tables. Assume that the following preparations have been made: All of the tables are in SAS format and are stored in a SAS library named Ordetail. The Ordetail library has been registered in a current metadata repository. For details registering libraries, see “Registering Libraries” on page 59. You have selected a default SAS application server for SAS Data Integration Studio, as described in “Selecting a Default SAS Application Server” on page 96. This server can access the tables that you want to register. The main metadata repository is under change-management control. In the current example, after you register the tables, you must check in their metadata. For details about change management, see “Working with Change Management” on page 113. Start SAS Data Integration Studio and Open the Appropriate Metadata Profile Follow these steps to begin work in SAS Data Integration Studio: 1 Start SAS Data Integration Studio as described in “Starting SAS Data Integration Studio” on page 93. 2 Open the appropriate metadata profile as described in “Opening a Metadata Profile” on page 95. You do not need to check out a library in order to add metadata about tables in that library. Accordingly, the next task is to select the appropriate source designer. Registering Data Sources Select the SAS Source Designer 121 Select the SAS Source Designer From the SAS Data Integration Studio menu bar, select Tools Source Designer. The Source Designer selection window displays, as shown in the following display. Display 8.1 Source Designer Selection Window The list of available wizards on your machine might be somewhat different from the list shown in the previous display. Only those data formats for which source designer wizards have been installed are available. From this window, take the following actions: 1 Click the SAS icon. 2 Click Next. The wizard tries to open a connection to the default SAS application server. If there is a valid connection to this server, you might be prompted for a user name and a password. After you have provide that information, you will be taken directly to the Select a SAS Library window. The next task is to select the library that contains the tables that you want to register. 122 Select the Library That Contains the Tables Chapter 8 Select the Library That Contains the Tables After you have connected to a SAS application server, use the Select a SAS Library window to specify the SAS library that contains the tables that you want to register. For the current example, select the Ordetail library, as shown in the following display. Display 8.2 Select a SAS Library Window After selecting the appropriate library, click Next. The SAS application server accesses the library, and the Define Tables window displays. The next task is to select the tables that you want to register. Registering Data Sources Select the Tables 123 Select the Tables The following display shows the tables that are stored in the Ordetail library. Display 8.3 Define Tables Window In this example, we want to create metadata objects for CUSTOMER, ORDERS, and ORDER_ITEM. Accordingly, select these tables and click Next. The next task is to specify a Custom tree group for the table metadata that you are creating. 124 Specify a Custom Tree Group Chapter 8 Specify a Custom Tree Group Use the Select Group window to specify a Custom tree group for the table metadata that you are creating. A Custom tree group is a folder that you can use to keep similar kinds of metadata together in the Custom tree on the SAS Data Integration Studio desktop. Display 8.4 Select Group Window For this example, assume that you do not want to specify a user-defined group for the table. Select Foundation and click Next. The Wizard Finish window displays. . Management” on page 1 13. Start SAS Data Integration Studio and Open the Appropriate Metadata Profile Follow these steps to begin work in SAS Data Integration Studio: 1 Start SAS Data Integration Studio as. Integration Studio as described in “Starting SAS Data Integration Studio on page 93. 2 Open the appropriate metadata profile as described in “Opening a Metadata Profile” on page 95. You do not need. Libraries” on page 59. You have selected a default SAS application server for SAS Data Integration Studio, as described in “Selecting a Default SAS Application Server” on page 96. This server can