Almost no one knows what a reference data is, but everyone has seen and used it many times. Those are all those codes, lists of values, lookup, or dropdowns that we have all filled in on numerous forms. Those are all those vague status, type or flag columns. What does status = ‘D’ mean? Is it ‘Disabled’ or ‘Deleted’? What values are even allowed? Those and more questions can be answered with a convenient documentation. Learn how to get your lookups under control. Watch our webinar: https://dataedo.com/videos/documenting-reference-data-lookups-codes-and-how-it-helped-me-fix-data-quality

1. Reference data
management
in Dataedo
© 2023, Dataedo sp. z o.o.
Chase Summers
Director, Customer Operations
Piotr Kononow
CEO

2. Agenda
1. What is reference data?
2. What’s the challenge?
3. Reference data in Dataedo
4. How I fixed my Conversion Report
5. Benefits
6. What you need
7. Q&A

3. What is Refererence data?

4. Reference data - definition
Reference data is data used to classify or categorize other data.

5. Reference data - AKA
1. Codes
2. Lookups
3. Lists of values
4. Enums
5. Data (field) Domains

6. Examples
1. Countries
2. Accounts
3. Currencies
4. Units of measure
5. Departments
6. Types (e.g. document)
7. Statuses (e.g. order)
8. Calendar (e.g. quarters)

7. Example: booking a travel
1. Destination country, city, airport
2. One way/Round trip
3. Airline (American Airlines, Lufthansa, KLM, …)
4. Car rental (Herz, Budget, …)
5. Title (Mr, Mrs, Ms, Miss)
6. Number of passengers/guests (1, 2, 3, …)
7. Accomodationtype (Hotel, Appartment, Motel, B&B, …)
8. Hotel – stars (1-5)
9. Facilities (Parking, Restaurant, WiFi, Swimming pool…)
10. Car type (Mini, Standard, Sport, Pickup, Van)

8. Transcational vs Master vs Reference data
Transactional Data Master Data Reference Data
Transactions/events Business Entities Labels, categories
Orders, Quotes, Trials, … Employees, Customers,
Products
Countries, curencies, segments,
types
Millions… Hundreds, thousands, … Tens, hundreds
New records daily, hourly Slowly changing Very slowly changing
Metadata

9. One of the Data Management disciplines

10. What’s the challenge?

11. What are those?

12. What is wrong here?

13. Reference data in Dataedo

17. How I fixed my Conversion Report

19. Solution

20. New „cleansed” column

22. Benefits

23. Understand what values represent

24. Know all allowed values

25. One definition for all the columns

26. Understand value popularity

27. Custom aggregations and hierarchies

28. Better understanding of data
• Developers – less bugs
• Data/BI anaysts – faster and more reliable analytics
• Business users – better understanding of reports

29. Better data quality
• Understand data quality
• Build Data Quality rules
• Build Data Cleansing rules

30. Reference data:
What you need

31. New customers
Contact: Jonathan@datedo.com

32. Current customers
• Plans Dataedo, Data Datalog: Upgrade to 10.4
• Legacy plans: contact Jonathan@dataedo.com

33. Upcoming webinars (Feb/Mar)
• Data Lineage
• Power BI

34. Q&A

35. Contact us:
dataedo@dataedo.com
Support: support@dataedo.com
Chase Summers
Director, Customer Operations
Piotr Kononow
CEO