Data Management - Add New Configuration

When ITBA integrates with several data sources, overlapping information might appear, for the same entity (for example: Customer,) in different data sources (S1, S2, and S3). If the information is not consolidated, this might cause the import of additional and confusing data for the entity. For example you might get for the same Customer: the Customer Name, Customer ID, Address, ZIP code, and Country provided by S1, the Customer Name, Customer ID, and Domain provided by S2, and the Customer Name, Customer ID, and the Billing information from S3.

To consolidate the information, you first select the entity that you want to consolidate (for example Customer) and you then select the priority order of the data sources (S1, S3, and then S2) in the Entity and Priorities page of the Consolidation wizard. This means that ITBA checks if the entity (Customer) in the first data source (S1) includes data. If there is data, it is imported into ITBA. If there is no data, ITBA checks the entity for data in the second data source (S3). If there is data, it is imported into ITBA. If not, the procedure continues until data is found in one of the data sources in the priority order list or no data has been found at all.

Each entity has dimensions (table columns). To construct a unique key for the consolidation you select the dimensions that will be used as keys (for example Customer ID), in the Consolidation Rule page in the Consolidation wizard.

1. Click Admin > Data Management > Configure Consolidation and click (Add new configuration entity).

2. In the Configure a new Consolidation Entity wizard:

   1. In the Entity Name list, select the entity you want to consolidate.
   2. In the Data Sources page, prioritize the data sources.
   3. In the Consolidation Rules page, select the relevant dimensions (columns) and prioritize them.

   4. In the Summary page, check that the consolidation is configured properly and click Create.

      The consolidated entity is created, added to the list in the Consolidation Management page, and its status is set to Deactivate. You can now activate the consolidated entity.

See also Configure the Consolidation .

The wizard pages are as follows:

• Welcome Page

  

• Data Sources Page

  

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  Entity Name	Click V to select the entity that you want to consolidate and select the relevant entity in the list that opens.
  Data Sources (in priority order)	Move the data sources in the relevant priority order using the arrows. You can also drag and drop the data sources to set their priority order.

• Consolidation Rule page

  

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  Entity Name	The name of the entity you are currently consolidating.
  Available Columns	The list of columns of the entity you are currently consolidating.
  <Search>	Enter a string and click the icon to search for entities with names that include the string.
  Selected Columns (in order)	The list of columns you have selected to be included in the consolidation. Use the arrows to order the columns. You can also drag and drop the columns to set their order in the consolidation rule.

• Summary page

  

  User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

  UI Element	Description
  Entity Name	The name of the entity you are currently consolidating.
  Data Sources (in priority order)	The list of data sources in the relevant priority order.
  Columns (in order)	The list of columns in their order in the consolidation rule.
  Create	Click to create the entity consolidation. The consolidated entity is then placed in the list of entities in the Configuration Management page and the entity status is set to Deactivated.