Author: Mark Gschwind, DesignMind San Francisco, CA Master Data Services has had a major upgrade in SQL Server 2012. BI Consultant Mark Gschwind will take you through the new Excel interface, the new Silverlight look and feel, and integration improvements. Knowing how to use this tool can be a valuable addition to your repertoire as a BI professional, allowing you to address data quality and other challenges. Mark will demo the product, show how to create a model, add columns and rows, manage security, and create hierarchies. He'll demo the new Excel interface and discuss how to allow you to manage master data yourself. He'll touch on how to integrate with a DW, migrating from Dev to Production. You will learn: How to let users manage dimensions and hierarchies for your DW How to create workflows to improve data quality in your DW Tips from real-life implementations to help you achieve a successful implementation Mark Gschwind, Partner at DesignMind, is an expert on data warehousing, OLAP, and ERP migration. He has authored three enterprise data warehouses and over 80 OLAP cubes for 46 clients in a wide range of industries. Mark has certifications in SQL Server and Oracle Essbase.

1. Master Data Services in
SQL Server 2012
Mark Gschwind
VP, Business Intelligence
DesignMind

2. Agenda
 What is Master Data?
 Why is it important?
 Overview of SQL 2012 MDS
 Capabilities
 Underlying Architecture
 Demo
1. Creating a model
2. Using the new Excel interface
3. Creating a hierarchy
4. Exposing MDS data to the DW
5. Using business rules
 Case Study
 Tips on successful implementations

3. About Mark Gschwind
 VP of Business Intelligence at DesignMind
 PASS (BAADD) member for over 10 years
 BI Consultant since 1995
 BI implementations for over 46 clients
 Datawarehouse/Cubes/Reporting/Data Mining
 Focus on delivering BI using an agile methodology
 MCP, certified in Oracle Essbase
 Used MDS since 2008 (EDM by Stratature)
mgschwind@designmind.com
find me on

4. DesignMind
 San Francisco based, 30 people, 3 Microsoft MVPs
 Microsoft Gold Certified Partner
 Capabilities include Custom .NET Development,
SharePoint Development, and Business Intelligence
 Data Warehouses, Master Data Management, Reporting,
Analytics, Dashboards, Mobile
www.designmind.com

5. What is Master Data?

 Centralized maintenance (or curation)
 Continuous quality management
 Ease of access for business users (not just IT)
 Effective sharing (producing and consuming)
 Master Data contains different attributes for
different departments (marketing, finance,
operations, business groups…)
MDS enables users to curate Master Data. This capability can be
powerful in a number of scenarios across an organization.

6. Main Scenarios
Data Data Warehouse/
Management Data Marts Mgmt
Solutions
Provides storage and Enable business users to
management of the manage the dimensions
objects and metadata and hierarchies of DW /
used as the application Data Marts
knowledge
• Object mappings • BI scenarios
• Reference Data /
managed object lists
Table containing information on mapping objects The IT department has built a data
• Metadata management /
between differentdictionaryETL processes are warehouse and reporting platform, but
data systems.
referencing the table making transformation System B
Canonical form System A business users need more agility in
Product Product
decisions. making updates.
ID Name Color Size ID Name Price ID
MDS enables business users to manage the
Name MDS empowers the business users to
objects mapping manage dimensions themselves while
IT can govern the changes

7. Where is Master Data (in a DW)?

8. Why Master Data Is Important

9. Why Master Data Is Important

10. Why Master Data Is Important

11. MDS Capabilities
Modeling Validation
Authoring business rules
Entities, Attributes, to ensure data
Hierarchies correctness
Master Data
Data Matching
Role-based Security and Stewardship
(DQS Integrated)
Transaction Annotation Excel Add-
Web UI
In
Versioning
Enabling Integration & Sharing
Loading batched Registering to Consuming data Workflow /
data through changes through through Views Notifications
Staging Tables APIs
External
Excel DWH
(CRM, ..)

12. MDS Architecture

13. Business Rules
 Business Rules are expressions and actions that
can govern the conduct of business processes
 Enable data governance by:
-- Enforcing data standards
-- Alerting users to data quality issues
-- Creating simple workflows
 Have limitations, but can be extended to
SharePoint

14. Security
 Functional area permissions
 Model/Entity level permissions provide column-
level security
 Hierarchy permissions allow row-level security
 Use AD groups, not individual users
 Only use Hierarchy permissions if row-level
security is required

15. Managing MDS Environments
 Use MDS Configuration Manager to create a Dev
website and DB
 Use web UI to deploy model structure only
 Use MDSModelDeploy.exe to deploy model+data
• To package an existing model
• To deploy an existing package
• To deploy an update

16. MDS Tips
 Start small and build incrementally
 Create and use a development environment
 Engage the business users and get them to
own the process

17. Additional Resources
http://www.mdsuser.com/
http://www.msdev.com/Directory/SeriesDescr
iption.aspx?CourseId=155
http://msdn.microsoft.com/library/ee633763
%28SQL.110%29.aspx
http://social.msdn.microsoft.com/Forums/en/
sqlmds/threads

18. Contact Us
Custom Software,
Database, and Business
Intelligence Solutions
465 California Street
San Francisco
www.designmind.com