Historization

Overview

The Historization page is used to add or edit a historization definition. A historization defines how a source table is loaded into a historized table and how changes are tracked over time.

Function

Use this page to assign the historization package, configure SCD behavior, define validity-period logic, control empty-source and missing-source behavior, maintain column rules, add calculated columns, define variables, and review the generated or manually maintained procedure settings.

The page is organized into a top configuration area, behavior options, validity-period settings, the tabbed editor area, calculated columns, variables, and the page action buttons.

Save stores the new or changed historization settings. Cancel closes the page without continuing the current edit.

Historization context

The Historization Wizard captures source, target, and package settings including paradigm-specific options like SCD (Kimball) or Vault ID (Data Vault) before loading this configuration page. Existing configurations bypass the wizard and open directly in the editor..

Access

Open this page when you need to add a new historization or edit an existing historization. Existing historizations can be opened from the Packages branch, from the Historizations list, or from a historization connection in the diagram.

How to access

Navigation tree

Data warehouse -> Packages -> Historization -> [package] -> [historization] -> Edit historization, or use Add historization from a package or table context.

Toolbar

ETL -> Historizations, then use New to add a historization or double-click an existing row to edit it.

Diagram

Double-click a historization connection, or use Add -> Historization from a table context.

Screen overview

The Historization page contains several configuration areas. The screen overview is documented in separate groups so the large editor remains readable.

A. General historization setup

ID	Property	Description
A.1	Historicize	Shows the source-to-target historization relationship being edited.
A.2	Package	Historization package that owns the definition. A typed package name can be used when creating a new historization package.
A.3	Update Statistics	Updates table statistics as part of the historization package flow.
A.4	Use VAULT ID as PK	Uses the VAULT ID value as the primary-key basis for the historization.
A.5	Insert only (no PK)	Uses insert-only historization when no primary key is available.
A.6	Source is historized	Uses existing history from the source side.
A.7	Truncate historized table	Clears the historized table before loading when this behavior is selected.
A.8	Persist source	Persists the source side when persistence is available for the source object.
A.9	Check source for duplicates	Checks incoming source data for duplicate business keys before loading history.
A.10	Delete future history if exists	Allows the load to remove later-dated history rows when they conflict with the current run.

B. Empty source behavior

ID	Property	Description
B.1	Continue	Continues the package when the source returns no rows.
B.2	Stop with error	Stops the package and returns an error when the source is empty.
B.3	Stop without error	Stops the package without returning an error when the source is empty.

C. Tabbed editor area

Area C contains the tabbed editor used to configure the detailed historization rules. Each tab is documented in a separate table.

C.1 Definition

ID	Property	Description
C.1	Definition	Tab used to define the column historization rules.
C.1.1	Column name	Column selected for the historization rule.
C.1.2	SCD Type	Defines the column behavior, such as no tracking, SCD1 current-value handling, or SCD2 full historization.
C.1.3	Empty value	Fallback value used when an empty record must be created.
C.1.4	Last value as empty value	Uses the previous value as the fallback value for an empty record.

C.2 Filters

ID	Property	Description
C.2	Filters	Tab used to define change-detection and delete-detection filters.
C.2.1	Detect new and changed data - source table	Filter for incoming source rows used to detect new or changed data.
C.2.2	Detect new and changed data - historized table	Filter for existing historized rows used to detect new or changed data.
C.2.3	Detect deleted data - source table	Filter for incoming source rows used to detect deleted data.
C.2.4	Detect deleted data - historized table	Filter for existing historized rows used to detect deleted data.

C.3 Scripts

ID	Property	Description
C.3	Scripts	Tab used to maintain SQL that runs before or after the historization step.
C.3.1	PreScript	SQL executed before the historization step. The script can be viewed as Original, showing the text entered by the user, or Parsed, showing the script after AnalyticsCreator resolves macros and generated expressions.
C.3.2	PostScript	SQL executed after the historization step. The script can be viewed as Original, showing the text entered by the user, or Parsed, showing the script after AnalyticsCreator resolves macros and generated expressions.
C.3.3	Original / Parsed	Switches script display between the entered script and the parsed script after macro resolution.

C.4 Procedure

If you want to check this full example click here PROCEDURE [CFG].[HIST_STG_Categories]

ID	Property	Description
C.4	Procedure	Tab containing the stored-procedure text.
C.4.1	Procedure editor	Shows the stored-procedure text. It is read-only for automatically created procedures and editable for manually created procedures.

C.5 Special columns

ID	Property	Description
C.5	Special columns	Tab used to maintain technical history-column names.
C.5.1	Technical valid from date	Column that stores the technical valid-from timestamp.
C.5.2	Technical valid to date	Column that stores the technical valid-to timestamp.
C.5.3	Root surrogate key	Column that stores the root surrogate key for the history chain.
C.5.4	Previous surrogate key	Column that stores the previous surrogate key in the history chain.
C.5.5	Next surrogate key	Column that stores the next surrogate key in the history chain.

C.6 Options

ID	Property	Description
C.6	Options	Tab used to maintain package loading and performance settings.
C.6.1	DefaultBufferMaxRows	Maximum rows allowed in a data-flow buffer before the package uses a new buffer.
C.6.2	DefaultBufferSize	Buffer size used by the generated package data flow.
C.6.3	Max insert commit size	Maximum number of inserted rows committed in one operation.
C.6.4	Keep nulls	Preserves incoming null values instead of applying target defaults.
C.6.5	Keep identity	Keeps identity values from the incoming data when supported.
C.6.6	Table lock	Requests a table lock while rows are inserted into the historized target.
C.6.7	Check constraints	Controls whether target constraints are checked during load.
C.6.8	Rows per batch	Batch size used when writing rows to the historized target.
C.6.9	Use HASH JOIN	Controls whether generated historization SQL should use hash-join behavior when available.
C.6.10	default	Restores the repository default value for the selected option row.

D. Stored procedure type

ID	Property	Description
D.1	Automatically created	AnalyticsCreator generates the historization procedure from the stored settings.
D.2	Manually created	The procedure is maintained manually instead of being generated automatically.

E. Validity-period statements

ID	Property	Description
E.1	ValidFrom new keys	Statement used to calculate the valid-from value for newly detected keys.
E.2	ValidFrom existing keys	Statement used to calculate the valid-from value for keys that already have history.
E.3	ValidTo	Statement used to calculate the valid-to value for closed history rows.

F. Missing sources behavior

ID	Property	Description
F.1	Close	Closes existing history rows when their source rows are missing.
F.2	Do not close	Keeps existing history rows open even when their source rows are missing.
F.3	Add empty record	Adds an empty record for missing source rows, using configured empty values where required.

G. Calculated columns

ID	Property	Description
G.1	Column name	Name of the calculated column.
G.2	Statement	Expression used to calculate the derived value.
G.3	Data Type	Data type assigned to the calculated column.
G.4	MaxLength	Maximum character length when relevant for the selected data type.
G.5	NumScale	Numeric scale when relevant for the selected data type.
G.6	NumPrec	Numeric precision when relevant for the selected data type.
G.7	Empty value	Fallback value for the calculated column when an empty record is created.

H. Variables

ID	Property	Description
H.1	Variable	Variable name available to the generated package.
H.2	Type	Variable data type.
H.3	Description	Optional description of the package variable.
H.4	Expression	Optional expression assigned to the package variable.
H.5	Initial value	Initial value assigned to the variable.

I. Page actions

ID	Action	Description
I.1	Cancel	Closes the page without continuing the current edit.
I.2	Save	Validates the package and stores the historization rules, filters, scripts, procedure settings, special columns, and options.