BIGuidebook Templates - BI Logical Data Model - Data Integration Design

Business Intelligence Guidebook
Templates
Chapter 11:
Data Integration Design Template
Business Intelligence Guidebook: From Data Integration to Analytics

© 2014, Athena IT Solutions, All Rights Reserved
Data Integration Design, [Project Name] [Select Date]
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Data Integration Design Template

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Business Intelligence Guidebook: From Data Integration to Analytics Page 1 of 11

© Athena IT Solutions, All Rights Reserved
TABLE OF CONTENTS
DATA INTERGATION DESIGN ....................................................................................................................................................................... 4
DATA SOURCES .................................................................................................................................................................................................... 4
SOR TABLES ....................................................................................................................................................................................................... 5
SOR TABLE - QUERIES ........................................................................................................................................................................................ 6
SOURCE TO TARGET (S2T) MAPPINGS ................................................................................................................................................................. 7
 S2T Mappings - Rows matching selection criteria .......................................................................................................................................................................... 7
 S2T Mappings – SOR Joins ............................................................................................................................................................................................................. 7
 S2T Mappings - Rows not matching selection criteria .................................................................................................................................................................... 8
DATA INTEGRATION WORKFLOW ........................................................................................................................................................................ 9
APPROVALS ...................................................................................................................................................................................................... 10
APPENDIX: BACKGROUND MATERIALS ................................................................................................................................................. 11
AUTHORS AND CONTRIBUTORS .......................................................................................................................................................................... 11

The content of the template is what is important rather than how is presented or formatted. If the project uses a data modeling
tool then the contents of this document may be created and managed in that tool.
Note: to delete any tip, such this one, just click the tip text and then press the spacebar.

DATA INTEGRATION DESIGN
See Chapter 11 “Data Integration Design and Development” of the BI Guidebook before attempting to fill out this template.
Data Sources
List and describe the use of the proposed data stores to be used in the BI data architecture.
Notes:
 SOR source types: business application (on-premise & cloud), database (on-premise & cloud), file extract (type of
file), APIs (type of API), etc.
 Customize table to match attributes that are useful for identification, design and documentation purposes.
Table 1: Systems of Record (SOR) List

SOR SOR Source Business Data
ID SOR Name Module Type Description Purpose Subjects SOR SMEs

SOR Tables
List the SOR tables and document their loading characteristics.
Table 2: SOR Tables - Loading Attributes

SOR Table SOR Table Data Load Data Load Historical Data System DQ
SOR ID Name ID Cycle Volumes Volume Dependencies Dependencies Issues Comments
Table 3: SOR Tables - Processing Attributes

SOR Error Restart & Pre- Post-
SOR ID Table ID SCD Transformation Handling Reload Data Quality Processing Processing Comments

SOR Table - Queries

Document the queries used to select the data from the SOR tables.
Table 4: SOR Tables - Queries

SOR Table SOR Data Query Query Look-up Match
SOR ID ID Connection ID Name Query Syntax Filters (Y/N) Conditions Comments

Source to Target (S2T) Mappings

Document the source-to-target (S2T) mappings.
 S2T Mappings - Rows matching selection criteria
Table 5: S2T Mappings – Successful Rows

Target Source Default
S2T S2T Target Target Column Source Source Column Expression Filter Value DQ
ID Name Table Column Data Type Table Column Data Type Applied Applied If Null Issues Comments
 S2T Mappings – SOR Joins
Table 6: S2T Mappings – Successful Rows

Target Source
S2T S2T Target Target Column Source Source Column Join Join Filter
ID Name Table Column Data Type Table Column Data Type Join Criteria Type Process Applied Comments

 S2T Mappings - Rows not matching selection criteria
Table 7: S2T Mappings – Rejection Rows

Target Source Reason Rejection Default
S2T S2T Target Target Column Source Source Column for Logic Value DQ
ID Name Table Column Data Type Table Column Data Type Rejection Applied If Null Issues Comments

Data Integration Workflow

Provide the workflow of the source-to-target mappings.
In the BI Guidebook, see the section “Data Integration Design” in Chapter 11 “Data Integration Design and Development” to
fully understands the facets of this workflow.
Figure 1: Source-to-Target Mapping Workflow Example

APPROVALS
It is a best practice to obtain sign-off approval of each project milestone. An organization’s policies and culture will dictate
who the approvers will be, but typically the sponsors and key stakeholders are included.
Title Name Approval

Date

APPENDIX: BACKGROUND MATERIALS
This section includes all background or supporting materials for the BI Milestone Plan These materials may include:
 The milestone plan assumptions such as resources, funding, etc.
 A more detailed project plan if defined
Authors and contributors

List all the people involved in obtaining and analyzing the requirements along with the authors of this deliverable.


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Business Intelligence Guidebook

Business Intelligence Guidebook: From Data Integration to Analytics

Data Integration Design Template

Date: [Select Date]

Business Intelligence Guidebook: From Data Integration to Analytics Page 1 of 11

Business Intelligence Guidebook: From Data Integration to Analytics Page 2 of 11

Business Intelligence Guidebook: From Data Integration to Analytics Page 3 of 11

DATA INTEGRATION DESIGN

Table 1: Systems of Record (SOR) List

Business Intelligence Guidebook: From Data Integration to Analytics Page 4 of 11

Table 2: SOR Tables - Loading Attributes

Table 3: SOR Tables - Processing Attributes

Business Intelligence Guidebook: From Data Integration to Analytics Page 5 of 11

SOR Table - Queries

Table 4: SOR Tables - Queries

Business Intelligence Guidebook: From Data Integration to Analytics Page 6 of 11

Source to Target (S2T) Mappings

 S2T Mappings - Rows matching selection criteria

Table 5: S2T Mappings – Successful Rows

 S2T Mappings – SOR Joins

Table 6: S2T Mappings – Successful Rows

Business Intelligence Guidebook: From Data Integration to Analytics Page 7 of 11

 S2T Mappings - Rows not matching selection criteria

Table 7: S2T Mappings – Rejection Rows

Business Intelligence Guidebook: From Data Integration to Analytics Page 8 of 11

Data Integration Workflow

Figure 1: Source-to-Target Mapping Workflow Example

Business Intelligence Guidebook: From Data Integration to Analytics Page 9 of 11

Title Name Approval

Business Intelligence Guidebook: From Data Integration to Analytics Page 10 of 11

APPENDIX: BACKGROUND MATERIALS

 The milestone plan assumptions such as resources, funding, etc.

 A more detailed project plan if defined

Authors and contributors

Business Intelligence Guidebook: From Data Integration to Analytics Page 11 of 11

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