Difference between revisions of "DataSelf ETL"

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ETL metadata includes information about import mappings, data sources, data warehouse fields, filters, formulas (calculations), summary operations, relationships, and indexes.  See '''Print Metadata''' and '''Print All Metadata''' on the right-click menu of the '''Browse Table''' window to generate reports.
 
ETL metadata includes information about import mappings, data sources, data warehouse fields, filters, formulas (calculations), summary operations, relationships, and indexes.  See '''Print Metadata''' and '''Print All Metadata''' on the right-click menu of the '''Browse Table''' window to generate reports.
  
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== [[DataSelf ETL Release Notes]] ==
  
  

Revision as of 16:06, 1 April 2014

On-line Help in the ETL

ETL menu bar: Help > Online help

Or see ETL Help file at http://www.dataself.com/dsbi/docs/dsetlhelp2009a.htm

Online help page on Importing from Excel Files: http://www.dataself.com/dsbi/docs/ETLExcelImport.htm

ETL Workflows

  • Steps to specify import (mapping) criteria.
  • Refresh (import) data.
  • Schedule imported tables for periodic refresh.

ETL MetaData Reports

ETL metadata includes information about import mappings, data sources, data warehouse fields, filters, formulas (calculations), summary operations, relationships, and indexes. See Print Metadata and Print All Metadata on the right-click menu of the Browse Table window to generate reports.


DataSelf ETL Release Notes

Wizard Icons from the Icon toolbar (upper left hand corner of ETL window).

ETL Wizards

Wizard sub-menu. From Menu toolbar click Action > Wizard

See ETL Help file at http://www.dataself.com/dsbi/docs/dsetlhelp2009a.htm
The most powerful wizard of all is the Import Table Wizard.

Filter Wizard (ALT-F)

Icon for Filter Wizard
Defines a filter (selection criteria) which can be referenced by the Import Table Wizard.
See also: Import a Table with a Filter (Workflow)

Formula Wizard (ALT-M)

Formula Wizard icon
Defines formulas (calculations or functions) used to calculate values for formula fields.

The Formula Wizard manages all functions except for the aggregate functions (SUM, AVE, MIN, MAX, etc) which are managed by the Summary Wizard .

Import Table Wizard

Icon for Import Wizard

Navigation to add new table: Click icon in icon toolbar.
Navigation to modify existing table: Select the table in the Browse Table window, CTRL-I.

Maps source data bases to data warehouse tables. Populates the list of tables shown in the Browse Table window.

See also: Excel Imports Importing data from Excel files
See also: Import a Table - Basic (Workflow)

Index/Sort Wizard (ALT-0)

Refresh Wizard (ALT-S)

Icon for Refresh Wizard
Defines the table refresh, cube refresh, and other schedulable processes in a refresh batch.


Relationship Wizard (ALT-R)

Summary Wizard (ALT-Y)

Icon for Summary Wizard
Summary Functions: Count, Maximum, Minimum, Sum, Average

The functions managed by the Summary Wizard correspond to the SQL aggregate functions COUNT(), MAX(), MIN(), SUM(), and AVG(). Summary/aggregate functions must first be defined in the Summary Wizard before they can be referenced in the Formula Wizard.

User Wizard (ALT-U)

ETL security profiles.

Browse Table window (ALT-T)

Icon for Browse Table window

The Browse Table window is the ETL's default operational window. Many ETL tasks and workflows start from here.

Browse Data windows

Navigation: Double-click on any table name in the Browse Table window.

The so-called "browse data" windows display the data stored in the data warehouse tables listed in the Browse Table window.



Right-click on Browse Table window

Browse Table - Right-click Menu

Right-click on any row in the Browse Table window.

Fields

Filter

Index/Sort

Print Metadata

Navigation: Right-click on a table name in the Browse Table window, click Print Metadata.

Relationship

Relationship N-1

Summary

Printer Refresh Info

Modify Import/Mapping window (Ctrl-I)

Navigation: Right-click on a table name in the Browse Table window, click Modify Import/Mapping.
Modify Import/Mapping invokes a subset of the Import Table Wizard. Used to modify the mappings of existing tables that have already been imported to DataSelf's data warehouse.

Modify Structure window (Ctrl-M)

Navigation: Right-click on a table name in the Browse Table window, click Modify Structure.

Delete

Navigation: Right-click on a table name in the Browse Table window, click Delete.
Delete the imported table (the table in the DS data warehouse).

Reindex (CTRL-O)

Re-index table. A subset of the complete Refresh process.

Refresh (CTRL-R)

Navigation: Right-click on a table name in the Browse Table window, click 'Refresh.

Refresh the table currently selected in the Browse Table window. A refresh updates the table in the data warehouse from the source data according to the import mapping specified in the Import Table Wizard.

Refresh all Tables

Recalculate (CTRL-C)

Recalculate formulas. A subset of the complete Refresh process.

Modify

May no longer be supported.


ETL Menu Bar (Menu Items)

ETL Menu Bar.jpg


Tools menu (drop-down). This example shows the sub-menu for Back up.

Tools Menu

SQL Server Connection
Refresh Report Email Configuration
Back up
Restore
FTP
Reset Dialog Size and Position
Registration
Importing
Exporting
Change User/Password of ODBC

ETL Toolbar Menu (Icons)

Icon toolbar as seen on the upper left corner of the main ETL window.

Most of the icons invoke the variousETL wizards.

View ETL Log (ALT-E)
View ETL Log icon in toolbar.jpg

ETL Settings and Configuration

ETL logging, log file settings

ETL Logic ( Logic, Functions and Operators )

NULL_Values - Ceiling, Round

ETL Refresh

dsrefresh.exe

ETL Install

ETL Product Registration

ETL Features (Generic)

Connecting to/Importing from Excel files

ETL Upgrade Links

ETL Releases

ETL Releases - Known Issues

ETL Troubleshooting