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Add Historical Analysis of Operational Data with Easy Configurations in Fivetran Automated Data Integration

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Add Historical Analysis of Operational Data with Easy Configurations in Fivetran Automated Data Integration

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Fivetran makes it easy to automate data ingestion particularly for operational data sources such as Salesforce, Zendesk, and Oracle Eloqua, no matter how source schemas and APIs change. Achieving historical analysis is cumbersome, time-consuming, and costly to build and maintain manually. A common approach is to include snapshots, which only take into account changes at a given time. Plus, the additional storage requirements can become unwieldy to manage. Type 2 Slowly Changing Dimension (SCD) allows you to track any change at any point in time. This session shows how Fivetran History Mode, which uses Type 2 SCD, can be easily configured and then switched on with 1-click and synchronized for a desired time period. This accelerates time to insights, making it easy to both automate data ingestion and historical analysis.

Fivetran makes it easy to automate data ingestion particularly for operational data sources such as Salesforce, Zendesk, and Oracle Eloqua, no matter how source schemas and APIs change. Achieving historical analysis is cumbersome, time-consuming, and costly to build and maintain manually. A common approach is to include snapshots, which only take into account changes at a given time. Plus, the additional storage requirements can become unwieldy to manage. Type 2 Slowly Changing Dimension (SCD) allows you to track any change at any point in time. This session shows how Fivetran History Mode, which uses Type 2 SCD, can be easily configured and then switched on with 1-click and synchronized for a desired time period. This accelerates time to insights, making it easy to both automate data ingestion and historical analysis.

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Add Historical Analysis of Operational Data with Easy Configurations in Fivetran Automated Data Integration

  1. 1. Add Historical Analysis of Operational Data with Fivetran Automated Data Integration
  2. 2. Introductions Elesh Mistry Fivetran, Senior Sales Engineer
  3. 3. Agenda ● Fivetran introduction ● Easy setup of Fivetran ● The challenge with historical analysis ● Fivetran History Mode
  4. 4. ➔Automatic Data Updates (DML) ➔Automatic Schema Migrations (DDL) ➔Automated Recovery from Failure (Idempotent) ➔Micro-batched architecture ➔Extensible Cloud Functions Fivetran: Automatic Data Integration
  5. 5. The Modern Data Stack: Fivetran + Delta Lake
  6. 6. Easy setup of Fivetran, for Databricks 7.1+ ● Select Destination - Databricks on AWS or - Databricks on Azure ● Easy configuration - Auto-creates secure staging area
  7. 7. Fivetran History Mode Intro: SCD Type 2 Analyze data from a particular point in time or how data has changed over time. Historical Analysis… Activated per table at the slide of a toggle. …with Precision and Ease… of Changes… Record every version of each record in your destination.
  8. 8. Fivetran History Mode for Salesforce: Example Use Cases Track changes made to opportunities over a period of time to gain an in-depth understanding of your sales cycle. Track changes to plans and usage over time, so you have information about whether an account is growing or reducing usage. Opportunity Changes Account Growth Gain an understanding of bookings and cancelations. Prior to history mode, you would lose information about the number of bookings that were canceled. History of Growth
  9. 9. 1. Connect to Delta Lake on Databricks 2. Ingest data via Fivetran’s connector for Salesforce 3. Optional: Use a Fivetran dbt package to jump-start your modeling process for aggregations 4. Click on History Mode within Fivetran 5. Set synchronization Speeding time to insight with the modern stack
  10. 10. Demo: Historical analysis for Salesforce data
  11. 11. Feedback Your feedback is important to us. Don’t forget to rate and review the sessions.

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