This document provides an overview of Master Data Services 2012. It discusses key concepts such as models, entities, attributes, hierarchies and collections. It also covers loading data into MDS, business rules and validations, and consuming master data. The presentation aims to introduce attendees to MDS and demonstrate how it can be used to consolidate master data from various sources into a central hub to standardize definitions across an enterprise.

1. GETTING STARTED WITH
MASTER DATA SERVICES 2012
Luis Figueroa – MCITP(BI) | MCT

2. LUIS FIGUEROA
SOLUTIONS ARCHITECT - TEKPARTNERS BUSINESS INTELLIGENCE SOLUTIONS
MICROSOFT CERTIFIED IT PROFESSIONAL (BUSINESS INTELLIGENCE)
MICROSOFT CERTIFIED TRAINER
PRESIDENT – MICROSOFT BUSINESS INTELLIGENCE USER GROUP OF SOUTH FLORIDA
DIRECTOR AT LARGE – SOUTH FLORIDA SQL SERVER USER GROUP
SQL PASS COMMUNITY LEADER
SQL SATURDAY SPEAKER AND ORGANIZER
Blog: https://blog.extremebi.net
Twitter: @LuisEFigueroa
LinkedIn: /In/LuisEFigueroa

3. AGENDA
 Versions of the truth
 Meet Master Data Services
 MDS Models
 Hierarchies and Collections
 MDS validation and business rules
 The Master Data Hub
 Demo

4. VERSIONS OF THE TRUTH

5. ERP
CRM
LOB
Spread-Mart

6. MEET MASTER DATA SERVICES

7. MASTER DATA FLOWS INTO
MASTER DATA SERVICES FOR
CONSOLIDATION
* Think Customers, vendors, products,
locations, etc. Data that provides
context to your measures. *

8. Master Data
Hub
ERP
CRM
LOB
Spread-Mart
Data Steward
Data Warehouse

9. CORE CONCEPTS

10. MDS MODELS
Container that encapsulate
entities, hierarchies and collections
that define a business entity or
area of interest.
Models can be versioned.

11. ENTITIES
In their simplest form they are the
base container for data. You can
think of it as the equivalent of a
database table. It contains all of
the attributes that define a
business entity.

12. ATTRIBUTES
Describe a member of an entity.
You can think of them as the
equivalent of a table’s column.
Can be free from, Domain based
or a file.

13. HIERARCHIES AND COLLECTIONS

14. HIERARCHIES
A hierarchy is a tree structure that
represents the relationships between
members. You can use them to:
- Group similar members for
organizational purposes.
- Consolidate and summarize
members for reporting and
analysis.
Members have one and only one
parent.

15. DERIVED HIERARCHIES
Based on parent-child relationships
between two existing entities.
Relationships are inferred based on
domain-based values.

16. EXPLICIT HIERARCHIES
Contain leaf members from one
entity. Consolidated members are
created and leaf members are
explicitly assigned to the
consolidated members.

17. COLLECTIONS
Groups of consolidated members
of an explicit hierarchy and leaf
members from a single entity.

18. BUSINESS RULES AND VALIDATIONS

19. BUSINESS RULES
- If / Then statements that check for
the existence of a given condition
across the attributes of a member.
They can initiate actions such as
defaulting values, changing
values, validations and external
workflows.
- Business rules are evaluated in an
order corresponding to the priority
assigned to them.

20. LOADING DATA INTO MDS

21. LOAD DATA INTO
STAGING TABLES
Use any method supported to
load data into SQL server.
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS / Data
Quality Services
Azure market

22. EXECUTE STAGING
STORED PROCEDURES
- stg_udp.EntityName_Leaf
- Stg.udp_EntityName_Consolidated
- Stg.udp.EntityName_Relationship
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS / Data
Quality Services
Azure market
Staging stored procedures

23. CONSUMING MASTER DATA

24. SUBSCRIPTION VIEWS
Standard SQL Server views that
provide access only to the entity’s
attributes in a variety of formats.
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS / Data Quality
Services
Azure market
Staging stored procedures
SQL Server Views
Staging tables
MDS internal tables
Subscription view creation

25. THE MASTER DATA HUB

26. MASTER DATA HUB
ARCHITECTURE
After data is generated in the
multiple OLTP applications, the data is
extracted with SSIS for cleansing and
deduplicated using DQS. It is then
loaded into Master Data Services for
consolidation and management by
the data stewards.
Master data can then flow back to
the OLTP systems standardizing the
definition of business entities across
the enterprise.
ERP
CRM
LOB
Spread-Mart
ERP
CRM
LOB
Spread-Mart
SSIS /
Data
Quality
Services
Azure
market
Staging stored
procedures
SQL Server Views
Staging tables
MDS internal
tables
Subscription view
creation
Master Data
Services Manager
Master Data Services
Add-In for Excel
Data Warehouse

27. DEMO TIME

28. RESOURCES
 Implementing a data warehouse with SQL Server 2012
Microsoft Press
 Microsoft SQL Server 2012 Master Data Services
(McGraw-Hill/Osborne Media)
 Microsoft Books Online - Master Data Services
http://msdn.microsoft.com/en-us/library/ee633763.aspx

29. CONNECT WITH US
MICROSOFT BUSINESS INTELLIGENCE USERS GROUP
HTTP://MSBISF.SQLPASS.ORG/
SOUTH FLORIDA SQL SERVER USERS GROUP
HTTP://SFSSUG.COM
PROFESSIONAL ASSOCIATION FOR SQL SERVER (PASS)
HTTP://SQLPASS.ORG
Blog: https://blog.extremebi.net
Twitter: @LuisEFigueroa
LinkedIn: /In/LuisEFigueroa