How to create a Data Vault model using the DWH Wizard

Introduction

Use DWH Wizard to prepare Data Vault objects from selected source metadata. Choose the Data Vault architecture, select and classify the sources, review naming and generation settings, then inspect the created definitions against the intended model.

Applicability

This guide follows DWH Wizard from a Connector and selects DataVault 2.0. The illustrated route uses metadata of existing sources; the wizard also offers reading metadata from the Connector.

Prerequisites

• The intended Connector and source metadata available in the project.
• The source objects, business keys and relationships identified for the Data Vault model.
• The object classifications, target schemas and package/naming choices prepared before generation.

Steps

Select the Data Vault metadata

1. Expand Connectors in the intended project.

   

2. Select the required Connector and open its context menu. The example uses Northwind.

   

3. Choose DWH Wizard.

   

4. Confirm the Connector. Select Use metadata of existing sources for the prepared-source route shown here. Use Read metadata from connector when the intended task is to read that Connector's metadata.

   

5. Select DataVault 2.0 as the DWH type.

   

Filter and select source objects

1. Enter the required Schema filter to limit the metadata list to the intended schemas. The example shows %dbo.

   

2. Enter the required values in Comma-separated list of table filters. The example shows %Customers,Orders; use filters for the actual objects you need.

   

3. Click Apply to refresh the list using the filters.

   

4. Select the required rows in the filtered source list. Check each schema and table name; the example selects dbo.Customers and dbo.Orders.

   

5. Click the down arrow to move the selected objects into the lower configuration list. Confirm that the intended source rows are present before classifying them.

   

Classify the selected sources

1. Review each source row's Import, Trans, Auto, Hub/Sat, Link, Dimension and Fact choices. For the Data Vault classification, use the relevant choice below and check each selected row before continuing.

   Setting	Explanation
   Auto	Chooses between a Hub with a Satellite and a Link. Inspect the generated object types and relationships against the intended model.
   Hub/Sat	Explicitly creates a Hub with a Satellite for the selected source.
   Link	Creates a Link for the selected source.

   

2. Click next after reviewing the selected objects and their classifications.

   

Review naming settings

1. Review the HUB, SAT, LINK and LINKSAT naming fields and the key-name fields. Check package names separately from transformation and table names; each identifies a different generated output. Preserve valid naming placeholders when adjusting a pattern. Naming fields do not by themselves establish business-key mappings.

   

2. Click next after reviewing the names.

   

Review final options and generated objects

1. Review Field names appearance and the Schemas for the generated objects. The example selects No changes for field-name appearance. Check each target-schema category against the objects you selected.

   

2. Review Retrieve relations, which reads available source relationships for the generated model setup. Check the remaining generation options against the intended model before finishing.

   

3. Click finish after reviewing the selected configuration. Inspect the generated objects, packages, business keys and relationships using Expected Results before execution.

   

Expected Results

• Locate the generated Data Vault objects, transformations and packages. Compare their names and target schemas with the options entered.
• Check that the generated object types match the classifications chosen for the selected sources.
• Review business keys and relationships against the intended model before executing a package.

Decisions and variations

• Metadata route: select Use metadata of existing sources for the prepared-source route, or Read metadata from connector when reading the external metadata is the intended task.
• Classification: choose Auto, Hub/Sat or Link according to the intended model and inspect the generated result; naming patterns do not establish business-key mappings.
• Completing the wizard establishes generated definitions, not a successful data load.

Troubleshooting

• A required source is absent from the list: check the Connector, metadata route, schema and table filters, then click Apply and review the filtered list.
• A generated name or schema is unexpected: compare the selected source, classification, naming fields and target-schema settings with the intended model.
• Keys or relationships do not match the design: review the source metadata and selected generation options before executing the generated packages.

Related Guides

• Simple references, Complex references, Reference statement
• How to create Hubs using the Vault Wizard