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Christian HauggaardCommunity Manager

JogchumSiRContributor

asked in Data Warehouse

Changing PK on history table not affecting surrogate hashkey?

Good morning All,We are encountering the following:We have history tables that use the DW_SourceCode as part of the primary key. This is because we have multiple sources with the same structure which are merged together in one table after ODX. As primary keys can overlap in the different sources, we need the DW_SourceCode to make distinguish the data coming from one or other source. Also we need history as the sources have a tight cleanup system and we need to keep track of information ourselves. While developing some of the tables, the DW_SourceCode was somehow not included in the primary key in the first deployment and this was corrected afterwards. TimeXtender also reflects this: Although deployment was successful, the computed column definition of the surrogate hashkey was not altered: The problem we're having now is that the history is matched based on the surrogate hashkey. Now wrong records are updated (type 1 history) because the hashkey matches but actually shouldn't because t

11 days ago

Christian HauggaardCommunity Manager

published in Exmon Master Data Management

Web - Add, Change or Delete Data

In this article, you will read about how to add, change or delete data in exMon DM.Add and Remove RowsAdd rowsTo add a row to the grid, simply press the 'New' button from the toolbar or press (Ctrl + Shift + A).Remove rowsTo remove a row to the grid, simply select the row you would like removed and press the 'Delete' button from the toolbar or press (Ctrl + Shift + D). If there isn't any row selected the 'Delete' button gets disabled. Update Cell ValuesTo update a cell's value, simply select the cell you would like to update and when you are finished the cell will turn green. If the column or the row that you are trying to edit is grey it means that it is a read-only column or a locked row.To make things easier you can use the column header filters to filter the data to get the row you would like to edit. If you right-click on the column header a context menu appears where you can use group by. When you are updating a column which is a unique key and you enter an invalid value, a mess

11 days ago

Christian HauggaardCommunity Manager

published in Exmon Data Governance and Data Quality

Getting Started with Exmon Process Orchestration

This guide will walk you through the initial steps of scheduling and monitoring end-to-end processing for your ODX, data warehouse, and semantic models, as well as how to manage your processes.Note: This version of process orchestration is exclusive to TimeXtender customers and features TimeXtender jobs as part of your TimeXtender SaaS license.Connecting TimeXtender to Exmon DGLog in to your TimeXtender Webportal and navigate to Security and Permissions in the admin sector. Generate an API Key by selecting a unique name and clicking on Generate API Key. Open Exmon DG Desktop and add a new Data Provider in the general sector. Choose Demo Customer as your system and TimeXtender SaaS as the Datasource Type. Paste the API key generated in Step 2 and test the connection. Adding and Scheduling TimeXtender PackagesAdd your TimeXtender jobs in Exmon DG by selecting New and TimeXtender SaaS (Beta). Choose a title for the first package you want to synchronize with Exmon DG. Select TimeXtende

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Creating and Configuring Data Providers in Turnkey

Configuring Your Gateway to Data: A Guide to Setting Up Data ProvidersCreating a data provider in Turnkey is simple. First, connect your preferred data source—like a Microsoft SQL database or Exmon Data Management (DM). Then, choose the workspaces where you want the data provider available. Finally, enter connection details, set properties, and test your connection. It's that easy!Accessing Data Provider SettingsNavigate to Settings: Sign into your Turnkey account and select the settings icon located in the top right corner of your dashboard. Select Data Providers: In the settings menu, click on the "Data Providers" tab to either manage existing data providers or initiate the creation of a new one. Creating a New Data Provider Initiate Creation: Click on the "Create" dropdown and choose either "Microsoft SQL" for a SQL database connection or "Exmon Data Management" if you're connecting via Exmon DM. Enter Connection Details in the Data Provider Tab: This section helps you set up you

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Introduction to Data Providers in Turnkey

In the realm of Exmon Cloud, data providers play a pivotal role in bridging your datasets with the source of your data. Think of a data provider as the essential link that connects Exmon Cloud to the database you wish to utilize for your data analysis and reporting tasks. This initial setup is crucial because it lays the groundwork for creating datasets, which are at the heart of Exmon Cloud's analytical capabilities.By setting up a data provider, you're effectively telling Exmon Cloud where to fetch your data from and how to securely access it. Whether your data resides in a Microsoft SQL database or through Exmon Data Management (DM), the data provider ensures that your datasets in Exmon Cloud are dynamic, up-to-date, and reflective of the most current information available in your databases.Understanding and configuring your data providers correctly is the first step in leveraging the full potential of Exmon Cloud. It allows for a seamless flow of data into your workspace, enabling

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Managing Exceptions in Turnkey

Mastering Data Quality: Your Turnkey Exception GuideWhen navigating to the 'Exceptions' tab in the main menu in Turnkey, users can effectively manage data quality issues identified by rules executed on the production environment.Exception OverviewUpon entering the 'Exceptions' tab, users are presented with a comprehensive overview of exceptions grouped by the rules that generated them. In this overview, users can quickly identify rules with open exceptions and prioritize their resolution efforts accordingly.Understanding Exception StatusesExceptions are classified into various statuses to indicate their current state of resolution or relevance.Types of Exception Statuses:Open: Indicate ongoing data quality issues that persist in the data source. Closed: Previously open exceptions that have been resolved or deemed no longer relevant. Snoozed: Exceptions temporarily ignored within a specified timeframe. Not an Exception: Issues determined to be invalid and not requiring action.Managing E

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Introduction to Exceptions in Turnkey

Welcome to the world of exceptions! In Turnkey, exceptions are what rules find to identify data of poor quality within your dataset. Let's explore what exceptions are all about:Note: Currently, Turnkey supports viewing exceptions in the 'PROD' environment only.Understanding ExceptionsExceptions are the findings of rules that indicate data quality issues in your dataset. When you navigate to the exceptions tab in Turnkey, you can see all the exceptions that have been identified for each executed rule.Types of ExceptionsExceptions can be open or closed. Open exceptions indicate ongoing data quality issues that still exist in the data source. When a rule execution occurs and it cannot find a previously open exception, the exception is marked as closed.Managing ExceptionsYou have the ability to manage exceptions between rule executions. This allows you to use Turnkey as a sort of to-do list, marking exceptions as fixed once they have been addressed. Fixed exceptions are filtered out in sub

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Introduction to Datasets in Turnkey

In Turnkey, we've reimagined the concept of "tests" from the DG desktop client into two distinct parts: datasets and rules. This split offers several advantages. First, it allows for more control over who creates datasets versus rules, empowering admins to manage datasets while enabling business users to create rules. Secondly, it facilitates reusability, as the same dataset can be utilized across multiple rules, saving time and streamlining workflows.When you create a dataset, you're essentially defining the data you'll later use for your rules. The process begins by selecting a data provider, which establishes the connection to your actual data, such as a database. This ensures that the software knows where to fetch the data from when you query it. The next step involves providing an SQL statement to specify which tables or data you want to use for your rules.Creating a data provider and dataset are crucial steps before crafting rules to track exceptions or anomalies. For instance, c

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Creating and Configuring Workspaces in Turnkey

Creating a WorkspaceTo create a new workspace, follow these steps: Navigate: Go to the workspace navigation tab located on the left side of the screen. Here, you'll find a list of all your existing workspaces. Create: Click on the plus icon located below the list of created workspaces Fill Out Information: Provide the following details for your new workspace: Name: Give your workspace a descriptive name. Key: The workspace key is displayed in the URL. Description (optional) Owner: The workspace owner can edit or remove the workspace. Email Template: Set the default email template for this workspace. Save: Once you've filled out the required information, click on the "Save" button to finalize the creation of your workspace. Editing a WorkspaceTo edit an existing workspace:Select Workspace: From the workspace navigation, choose the workspace you want to edit. You'll see the workspace name appear in the primary navigation. Access Edit Options: Next to the workspace name, click o

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Introduction to Workspaces in Turnkey

Efficient Organization and Access Control in Turnkey SoftwareIn Turnkey, we introduce workspaces as a way to organize and group tasks and resources. Similar to the 'services' in the Exmon DG desktop client, workspaces offer a modern approach to organizing information within Turnkey. When creating a workspace, you can choose who can access and interact with its content, giving you flexibility and control over your workspace setup.

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Interacting with Process Maps in Turnkey

When accessing the 'Process Maps' tab from the main menu, you'll find a table displaying all available process maps. Currently, these maps must be created in the DG desktop client and then deployed to 'PROD' in order to be visible in this list. However, we're actively working on enabling the creation of process maps directly in Turnkey.Understanding Process MapsUpon selecting a process map, you're directed to a page where the map occupies the center. The page also features a header containing a status bar, an info button, and a run process button.Status BarThe status bar provides a quick overview of the current state of tasks within the process map.Below is a table detailing the different task icons and their respective descriptions. These icons serve as visual indicators, allowing users to quickly understand the current status of each task within the process map.InfoThe info button in the header provides additional details about the process map such as when it was last modified and by

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Introduction to Process Maps in Turnkey

Process maps are visual representations of workflows that illustrate the sequence of tasks and their dependencies within a process. They provide a clear overview of how data flows through various stages of a process, helping users understand the logic and structure of their workflows.Why are Process Maps Useful?Process maps offer several benefits: Visualization: They offer a visual representation of complex workflows, making it easier for users to understand and analyze the sequence of tasks. Efficient Troubleshooting and Time-Saving Benefits: Process maps in Turnkey enable users to efficiently troubleshoot and address issues during execution. With real-time updates, users can easily identify where a process failed and take corrective action, saving time and minimizing disruption to other processes and data within the system. Transparency: Process maps provide transparency into the execution of tasks, enabling users to track progress and identify bottlenecks or inefficiencies. Using

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Creating and Configuring Rules in Turnkey

To create a new rule in Turnkey, begin by navigating to the Rules tab in the main menu. Here, you'll find an overview of all the existing rules and the option to create a new one.Naming Your RuleWhen you begin creating a rule in the system, the first step is to provide a descriptive name for your rule. This name should succinctly convey the purpose or function of the rule.Selecting the DatasetNext, you'll need to select the dataset on which you want to build your rule. The dataset serves as the foundation for the rule, providing the data that the rule will analyze and act upon.Defining Exception CriteriaOnce you've chosen the dataset, you'll encounter the Exception Criteria Builder. This tool allows you to define the conditions that identify exceptions for this rule. Think of it as setting up the "where" clause in traditional SQL, but with a more user-friendly interface. Here, you'll specify the criteria that, when met, will signal an exception. These criteria act as the primary buildi

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Introduction to Rules in Turnkey

Welcome to the world of rules! In Turnkey, rules are like superheroes that keep our data clean and trustworthy. Let's dive into what rules are all about:Why Rules MatterIn Turnkey, we've split traditional "tests" into two parts: datasets and rules. This separation helps us manage data more effectively and reliably.Rules act as detectives, searching for anomalies or errors in our data. When they find something strange, they help us fix it, ensuring our data remains clean and reliable for important tasks like reporting and predictions.Starting with DatasetsBefore we can create rules, we need to have a dataset ready. Think of a dataset as a collection of data that we want to analyze. It sets the stage for our rules to do their job effectively.Purpose of Rules:Rules help us find mistakes in our data. For example, if someone enters a wrong number or a strange date, rules can catch it. They make sure our data looks the way it's supposed to. If something looks odd, rules raise a flag so we ca

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Creating and Configuring Datasets in Turnkey

Guide to Creating and Configuring Datasets in TurnkeyWhen working with Turnkey, creating and configuring datasets is a foundational aspect of data management. This comprehensive guide will walk you through each step in detail to ensure you can harness the full potential of your data.Name and Data Provider Name: Begin by giving your dataset a descriptive and meaningful name. This name will help you easily identify and differentiate your datasets. Data Provider: Select the appropriate data provider that establishes the connection to your underlying database. This choice determines where your dataset retrieves its data from. SQL Query SQL Query: Craft an SQL query to fetch the specific data you need from your database. This query forms the backbone of your dataset, so ensure it accurately captures the desired information. Preview Results: Before saving your dataset, take advantage of the preview feature to inspect the query results. This allows you to verify that the data returned ali

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Purpose of the Manual

Welcome to your go-to guide for Turnkey! Whether you're a newbie to the world of data governance or an Exmon Desktop Client veteran, this manual is here to make your journey into our cloud-based platform not just easy, but enjoyable too.Here's what we've packed inside for you: Quick Start: Familiarize yourself with Turnkey swiftly. This section covers the essentials of navigation, helping you understand the layout and functionalities for effective data governance. Smooth Transition: For those moving from Exmon Desktop, we provide clear guidance to ease your adaptation to Turnkey’s environment, introducing you to the enhancements without the complexity. Feature Overview: Uncover the full potential of Turnkey through detailed explanations of its features. This part acts as your guide to the innovative tools at your disposal, simplifying data governance tasks. Support and Resources: Should you encounter any questions or hurdles, we offer direct paths to solutions and support. This i

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

Comparison Table: Exmon Desktop vs. Turnkey

Navigating the Shift: From Exmon Desktop to TurnkeyFeature/concept in Exmon Desktop Exmon Cloud Equivalent Description/Changes Queries Dataset and Rules In Exmon Desktop, queries involve SQL scripts and conditions combined. Exmon Cloud splits this into two parts: Datasets for SQL scripts without filtering and Rules for applying filters. This allows for reusing datasets across multiple rules, simplifying management and updates. Systems Workspaces The term "Systems" has been updated to "Workspaces" in Exmon Cloud to reflect a more modern and less technical feel, enhancing the user experience. Send Email on Exception (Exception Manager) Notifications Tab The specific setting for sending emails on exceptions has been moved to a broader "Notifications" tab in Exmon Cloud, paving the way for a variety of notification types beyond just emails.

11 days ago

Christian HauggaardCommunity Manager

published in Exmon General

What’s New in Turnkey

Welcome to the Future of Data Governance!Turnkey is not just a new chapter; it's a whole new book in the Exmon saga. Designed with your needs and feedback in mind, we've reimagined data governance to bring you a platform that's more accessible, intuitive, and user-friendly. Here's what's new and improved: Web-Based Accessibility: Say goodbye to cumbersome installations and hello to instant access! Turnkey lives online, which means you can dive into your data governance tasks from anywhere, at any time. All you need is a web connection and a browser. It's data governance without the chains of a desk. Revolutionized UI/UX: We've overhauled the user interface and user experience from the ground up. With a sleek, modern design, navigating through your data governance tasks is not just easier—it's a pleasure. Our intuitive layout and streamlined processes mean you spend less time figuring out how to do things and more time doing them. Simplified Workflow: We've rethought every click and

11 days ago

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