Be Certain, Be Trillium Certain

Creating Your Data Governance Dashboard

Ravi Hulasi – Director of Sales Engineering Solutions

Follow the conversation: #YourDQDashboard

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Agenda & Overview

� What Content Do We Provide To The Dashboard?

� Functionality to consider

� Business Rules Metadata

� Rules Library

� Decision Points

� Repeat Analysis

� Connect the dashboard to the data

� Demonstration

� Conclusion

What Content Do We Provide To The Dashboard?

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� Who created this rule?

What Content Do We Provide To The Dashboard?

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� What is the cost of policies that fail compliance checks?

What Content Do We Provide To The Dashboard?

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� Do my metrics cover all lines of business?

Business Rule Metadata

� Aggregate functions can be applied to passing / failing records of an entity business rule

� Full expression can be entered

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Business Rule Metadata

� Rule Creation / Edit metadata captured for every rule

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Business Rule Metadata

� V14 – Addition of rule categories and sub-categories

� Insert screenshot here

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The Rules Library Is Key

� Central store of Entity Business Rules, Attribute Business Rules and Quality Projects

� Allows reuse of rule logic against different schemas

� Provides import and export capabilities

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The Rules Library Is Key – Points To Consider

� Elements in the rules library can be applied in many places across the platform

� Entity / Attribute rules

� Transformer

� Decision Point

� Create attribute business rules for a particular data element e.g. account number and apply as a standard

� Test rules locally before promoting to the library

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Decision Points – What Are They?

� A batch module that splits the data based on a user-defined

condition

� Splits into passing or failing

records only

� Can be chained to create a tree of tests

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Decision Points - Configuration

� Enter an expression or choose from the library

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Time Series Analysis – What Is It?

� A project containing multiple generations of the same entity

� A generation is a fully loaded and profiled entity

� Generations inherit the original entity characteristics

� Entity Business Rules

� Attribute Business Rules

� Keys

� Dependencies

� Generations can be added at a defined interval or on an

ad-hoc basis

� Rule results can be gathered across generations to

produce a trend

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Time Series Analysis

� Results Are Summarised Across Generations

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Time Series Analysis in Quality Projects

� Create a Time Series project that points to the delimited

output of a transformer

process

� Allows for separation of batch

Quality and Discovery processes onto different

servers

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Time Series Analysis in Quality Projects

� Add an Analysis process to the Quality project

� Time Series project is created automatically and can be placed at any

step of the process flow

� Can be executed in batch, on the same server

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Connect The Dashboard To The Data -

Requirements

� Consumption of repository data and metadata by other applications� Dashboards

� Reports

� Use industry-standard technologies, avoid landing files

� Abstract the Trillium internal architecture� discover –source business_rule –output {name passing_result} –

keypattern {1 0 1}

Connect The Dashboard To The Data - Example

Output

Connect The Dashboard To The Data - What is

OLE DB?

� Object Linking and Embedding, Database

� Microsoft API for accessing data in a uniform manner

� OLE DB Consumer – A software component that requests data e.g. Excel

� OLE DB Provider – A software component that supplies data

Connect The Dashboard To The Data - OLE DB

Implementation in TSS

� TSS 13.5.1 Client contains an OLE DB Provider

� Presentation of a view of data as a table

� Tables are defined by TCL scripts

� Tables can be passed parameters

� show_all_br?type=ebr&eid=1

� Supports both Window Authentication and Legacy

security models

� License controlled

Connect The Dashboard To The Data - Trillium

OLE DB Architecture

Connect The Dashboard To The Data - Table

Definitions

� Business Rules Results Summary

� Business Rules Failed Records

� Entity Metadata

� Attribute Metadata

� Attribute Values

� Project Metadata

� Time Series Metadata

Demonstration Of Functionality

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Remember

� Make use of the Rules Library

� Decision Points allow you to split data into separate flows

� Time Series allows you to monitor on an ongoing basis

� Reporting Adapter allows efficient access to the repository from other

applications

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Be Certain, Be Trillium Certain

Q&A

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Thank you

Ravi Hulasi

Director of Sales Engineering Solutions

ravi_hulasi@trilliumsoftware.com