Data Governance User Guide Company
Total Page:16
File Type:pdf, Size:1020Kb
PUBLIC SAP Data Intelligence Document Version: 3.1.5 – 2021-09-03 Data Governance User Guide company. All rights reserved. All rights company. affiliate THE BEST RUN 2021 SAP SE or an SAP SE or an SAP SAP 2021 © Content 1 Data Governance User Guide for SAP Data Intelligence...............................6 1.1 Using the Metadata Explorer.....................................................6 Using the Discovery Dashboard................................................ 9 Configure User Settings and View Notifications.....................................11 2 Managing Connections.......................................................13 2.1 Overview of Metadata Extraction................................................. 19 2.2 Profile a Dataset.............................................................21 2.3 Publish a Dataset............................................................22 View Published Datasets in a Folder or Connection..................................23 Update or Delete a Publication................................................ 24 View Connection Capabilities.................................................25 2.4 Manage Files and Folders.......................................................25 3 Managing the Catalog....................................................... 28 3.1 Create Hierarchical Tags....................................................... 31 3.2 Manage Tags...............................................................32 4 Rules.................................................................... 35 4.1 Create a Category............................................................36 Edit or Delete a Category.................................................... 37 4.2 Create a Rule and Test Case.....................................................37 Edit a Rule...............................................................41 Delete a Rule.............................................................42 Edit or Delete a Test Case....................................................42 Values for the Match Pattern Operator...........................................43 View Terms Related to a Rule................................................. 44 4.3 Create a Rulebook........................................................... 44 Import Rules to the Rulebook.................................................46 Bind a Rule to a Dataset.....................................................46 Edit or Remove a Rule Binding.................................................47 4.4 Run Rulebooks and View Results.................................................48 4.5 Create a Dashboard..........................................................50 Create a Scorecard........................................................50 Edit a Dashboard..........................................................54 4.6 Import Rules from SAP Information Steward.........................................55 View the Status of Imported Rules..............................................56 4.7 View Terms Related to a Rulebook................................................58 Data Governance User Guide 2 PUBLIC Content 5 Business Glossary.......................................................... 59 5.1 Create a Business Glossary.....................................................61 5.2 Manage Business Glossaries....................................................62 5.3 Edit the Term Template........................................................62 5.4 Create a Business Glossary Category..............................................64 5.5 Manage the Business Glossary Categories.......................................... 64 5.6 Create a Term...............................................................65 5.7 Manage a Term..............................................................66 5.8 Manage a Term Relationship.................................................... 67 5.9 Search for Categories and Terms.................................................69 5.10 Import a Business Glossary from Information Steward..................................70 6 Managing Publications.......................................................72 6.1 Create a Publication..........................................................73 6.2 Edit or Delete a Publication..................................................... 74 7 Monitoring Tasks........................................................... 75 7.1 View Details About Publication Processing.......................................... 77 7.2 View Details About Rulebook Processing............................................79 7.3 View Details About Glossary Importing.............................................80 8 Viewing Metadata...........................................................83 9 View Fact Sheet............................................................84 9.1 View a Summary of the Dataset..................................................86 9.2 View a Summary of Column Data.................................................89 View Details About a Single Column.............................................91 9.3 Preview Data...............................................................93 9.4 Analyze Data Lineage.........................................................94 View Lineage Results.......................................................98 Configure the Lineage View..................................................101 Data Lineage Examples.....................................................102 9.5 Review and Comment on a Dataset...............................................104 9.6 View Dataset Relationships.................................................... 105 9.7 Manage Fact Sheet Versions....................................................107 9.8 Search for Fact Sheets on a Connection........................................... 108 9.9 Search for Fact Sheets Across Datasets........................................... 109 10 Searching Datasets.........................................................110 11 Managing Favorites.........................................................112 12 Functions................................................................ 113 12.1 abs......................................................................117 Data Governance User Guide Content PUBLIC 3 12.2 add_months...............................................................118 12.3 concat_date_time...........................................................119 12.4 date_diff..................................................................120 12.5 date_part.................................................................121 12.6 day_in_month..............................................................122 12.7 day_in_week...............................................................123 12.8 day_in_year............................................................... 124 12.9 decode...................................................................125 12.10 exists....................................................................127 12.11 fiscal_day.................................................................129 12.12 isweekend................................................................ 130 12.13 is_valid_date...............................................................131 12.14 is_valid_datetime........................................................... 132 12.15 is_valid_decimal............................................................133 12.16 is_valid_double.............................................................134 12.17 is_valid_int................................................................135 12.18 is_valid_real...............................................................136 12.19 is_valid_time...............................................................137 12.20 julian....................................................................138 12.21 julian_to_date..............................................................139 12.22 last_date................................................................. 140 12.23 length....................................................................141 12.24 lookup...................................................................142 12.25 lower....................................................................145 12.26 lpad.....................................................................146 12.27 lpad_ext..................................................................147 12.28 ltrim.....................................................................148 12.29 match_pattern.............................................................150 12.30 match_regex...............................................................153 12.31 mod.....................................................................158 12.32 month...................................................................159 12.33 nvl......................................................................160 12.34 quarter...................................................................161 12.35 replace_substr.............................................................162 12.36 round....................................................................166 12.37 rpad.....................................................................167 12.38 rpad_ext..................................................................168 12.39 rtrim.................................................................... 170 12.40 soundex..................................................................171