Data Management - Configure Consolidation - Management

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.

For details on the Consolidation wizard, see Data Management - Add New Configuration.

1. Click Admin > Data Management > Configure Consolidation.
2. Select the relevant entity, and click the Activate/Deactivate toggle button. The entity consolidation is activated/deactivated.

• Consolidated Entities

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

  UI Element	Description
  	Add new configuration entity. Click to open the Consolidation wizard. For details, see Data Management - Add New Configuration.
  	Refresh. Click to refresh the list of consolidation entities.
  Last Update <timestamp>	Displays the date and time when the last update to the list of consolidation entities was performed.
  Name	The name of the entity with a consolidation configuration.
  Status	Activated. The consolidation entity is activated. This means that the consolidation occurs when the conditions are fulfilled. Deactivated. The consolidation entity is deactivated. This means that the consolidation does not occur.
  	Edit Settings. The button is enabled only when the consolidation of the entity is deactivated. Click to open the Consolidation wizard. For details, see Data Management - Configure Consolidations - Edit.
  	Delete. Click to delete the relevant consolidated entity.

• <entity_name> area

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

  UI Element	Description
  Activation	Click ON or OFF to activate or deactivate the consolidation of the selected entity.
  Data Sources (in priority order)	The list of data sources for the consolidated entity in the selected priority order.
  Columns (in order)	The list of selected columns for the consolidated entity. The columns are listed in their order in the consolidation rule.
  Consolidation Stream	Click ON or OFF to activate or deactivate the consolidation stream. When you select OFF, you deactivate the Consolidation Stream in the Run ETL page.
  View Consolidation Stream Status	Click to view the status of the consolidation stream. It opens the Run ETL page that displays the Consolidation Stream and its status.