Reference Data Model – Try Me

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 Reference Data Model

Table of Contents
1. Overview............................................................................................................................................2
2. Objectives...........................................................................................................................................2
3. Target Audiences................................................................................................................................2
4. Business Scenario...............................................................................................................................2
5. Understand the reference data model excel template..........................................................................3
6. Exercise 1: How to set up the taxonomy and classifications model....................................................4
6.1 Download the excel template.........................................................................................................
6.2 Adding data in the reference excel template..................................................................................
6.2.1 Upload the Reference data model to the platform...........................................................
6.2.2 Create single reference entity........................................................................................12
6.3 Adding reference data using entity sample excel sheet................................................................15
6.3.1 Upload the excel to the platform...................................................................................19
7. Exercise 2: How to create an attribute of type “List of Values” in the base data model and refer it
back to an existing reference data?............................................................................................................23
7.1 Upload the base data model excel to the platform.........................................................................24
8.Reference Materials...............................................................................................................................30

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1. Overview
In the previous exercises, the process of creating base data model and taxonomy model has been
explained. Now the Dataworks has a specific data model and the relevant entity types, attributes,
relationships, and mappings can be stored in the specified location. As the base has been prepared, it is
the time to build the reference data.

In this exercise, let us discuss the process of creating a reference data model, which is also known as the
look-up table. The Reference Data can be used to define the metadata in the platform, which helps in
governing and defining the boundaries of different attribute values such as Colors and Sizes. Reference
Data can be used as context whenever required to extend the attribution or relationships for master data
entities.

This exercise has been divided into two parts. In the first part of the exercise, the process of creating
Reference Data Model using an excel workbook is discussed. In the later part of the exercise, the process
of creating reference data in the Platform is discussed.

2. Objectives
By the end of this module, you will be able to understand:

 How to create a Reference data model, and link this Reference data model with Base data model

3. Target Audiences
This module is designed for the following roles:

 Business Administrator
 System Administrator

4. Business Scenario
To create Reference data model, and linking the reference data model with the base data model follow the
below steps.

Step 1: Download the reference data model excel template form the platform.

Step 2: Create Reference entity types, attributes, and mapping.

Step 3: Update the LOV (list of values) data type with the new reference entity type.
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Step 4: Import
© 2022reference
Syndigo,data entityReserved.
All Rights for the reference entity types.

Step 5: Download the base data model and link with the reference data model.

Step 6: Upload to the data model to the platform.

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5. Understand the reference data model excel template

Before creating the reference data model in the platform, let us understand the excel template used to
define the reference data. The ideal excel template is shown below:

The reference data model excel template consists of six different worksheets that enables the users to add
data into the platform. These sheets are explained below:

1. Metadata: This worksheet defines the type of data model, reference data domain

and other worksheets included in the template.
2. Entities: An entity can be any corporate data asset such as products, customers, vendors, and
employees. Entities are classified and conceptualized based on the business model in this
worksheet.
3. Attributes: It defines the properties of an entity. Any data that defines the property of an entity
will become an attribute. An entity can have multiple attributes and these attributes are defined in
this worksheet.
4. Relationships: Allows to manage the relationship properties for the relationship entities which
are created in this worksheet.
5. E-A-R Model: Manage the mappings of entity types with attributes, entity types with
relationships, and relationships with attributes, which is defined in the entities, attributes, and
relationships worksheets.
6. E-C Model: Add and manage the mappings of entity types to different contexts in this
worksheet.

6. Exercise 1: How to set up the taxonomy and

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classifications model
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Now, let’s see the example to understand, the reference data. Here we have taken, the two reference
entity types color and size.

The color can be defined, with list of attribute values, color name by mapping the color attribute, into the
list of values tables, which contains respective color code, and value as shown in the table.

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 Reference Data Model

Similarly, you can define, the list size reference entity, as shown in this table.

6.1 Download the excel template

Step 1: Login to the application with your respective tenant credentials shared by the Syndigo University.

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Step 2: Navigate and go to configurations, and click on Reference Data Domain Model, on the left
navigation pane.

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Step 3: Go to the “Upload/Download Reference Data Domain Model” widget, and click on the
Download button.

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Step 4: Click on Show task details option.

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 Reference Data Model

Step 5: Once the job completes, click on the download option, to download and save the excel file on
your local desktop.

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Step 6: Now open the downloaded file. This will open a Reference data model workbook. You will see
out-of-the-box data, in entities data worksheet, attribute data worksheet, and E-A-R Model worksheet.

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6.2 Adding data in the reference excel template

Step 1: Open the Reference Data Model excel workbook. Below given is the reference data model:

Step 2: Select the “ENTITIES” sheet in the excel workbook and enter the desired entity type in the
“Name” column such as colour and sizes.

Step 3: Next select the “ATTRIBUTES” sheet in the excel workbook, and fill the attributes refcode,
refvalue in the NAME column. Fill the remaining columns DATA TYPE, DISPLAY NAME, GROUP,
and DISPLAY TYPE as shown here.

Step 4: Next select the “E-A-R Model” sheet in the excel workbook. In this sheet, you need to map the
reference entities with its corresponding attributes.
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Step 5: Save the excel workbook and upload it into the platform.

6.2.1 Upload the Reference data model to the platform

Step 1: Navigate and go to configurations, and click on Reference Data Domain Model, on the left
navigation pane.

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Step 2: Go to the “Upload/Download Reference Data Domain Model” widget, click on the Upload
File, and upload the saved excel file.

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 Reference Data Model

Step 3: Click on Show task details option.

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Step 4: In the Task Details page, get confirmed the file successfully uploaded.

Step 5: Go to Reference Data Domain Model page, and refresh the “Model Summary” widget to see
the increment in count after the upload is complete. Click on “Entity Type – View Details” to view the
list of attributes created through reference data model workbook.

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Step 6: Click on View details option, we can see the colors and sizes reference entity types, are created
in the platform.

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 Reference Data Model

Follow the same step to view the attributes, and relationships model of the reference data.

We have successfully created the reference entity type in the platform. Now, we have to upload the actual
data for reference data for colors, and sizes reference entity types.

6.2.2 Create single reference entity

Step 1: Navigate and click on Reference Data Library.

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Step 2: Select the colors entity type from the dropdown. Click on Apply.

Step 3: Click on Add (312)

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Step 4: All the attributes are displayed, which are mapped to reference data entities, in the reference data
model.

Step 5: Fill the attributes as shown here, and click on Save.

Result: The newly added color reference data, will appear in the Reference data library.

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6.3 Adding reference data using entity sample excel sheet

To add the actual data, download the empty entity sample excel sheet, follow the below procedure to
download the excel sheet

Step 1: Navigate and click on Reference Data Library.

Step 2: Select the colors entity type from the dropdown. Click on Apply.

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Step 3: Click on download option, and select Download in Excel option.

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Step 4: In the Download Bulk Entities page, click on Download All option.
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Step 5: Click on Show task details.

Step 6: In the Task Details page, click on download option, the excel template will successfully
downloads to your local directory.

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 Reference Data Model

Step 7: Open the downloaded excel file to add the Entities for colour and sizes types as shown here.

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Step 8: Save both the excel and upload to the platform.

6.3.1 Upload the excel to the platform

Step 1: Navigate and click on Reference Data Library.

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Step 2: Select the colors entity type from the dropdown. Click on Apply.

Step 4: Click on Upload option.

Step 5: Drag and drop the excel or click on upload button and select the excel file to upload the data.

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Step 6: Click on Show task details.

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Step 7: In the Task Detail page, confirm the excel sheet is uploaded successfully.

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Step 8: Go back to Reference Data Library, you can view all the reference data created, for colors, and
sizes entity types.

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 Reference Data Model

By the end of this exercise, the following tasks has been completed:

 Create reference data model (look-up table) through excel

 Create reference data model (look-up table) through platform
 Add reference data through excel

7. Exercise 2: How to create an attribute of type “List

of Values” in the base data model and refer it back
to an existing reference data?
In this exercise, we will learn the process of creating “List of Values” and refer it back to an existing
reference data. The list of values appears as a dropdown where the reference data values are defined.

For example, if a user selects “sizes” as a reference data, should see the list of sizes available in the
platform.

Follow the below given procedure to create a list of values: The sample filled thing domain data model is
given below:

Step 1: Open the base data model excel workbook.

Step 2: Select the “ATTRIBUTES” worksheet in the excel workbook.

You can view the attributes color, and size. These two attributes are set with, "List of values" in data
type column, and "reference list" in display type column.

In the reference data model, we had defined entity type, Colors and Sizes.

Now, our goal is to utilize, reference data model’s, entity type as a reference data, within the thing data
model.

Thing data model template file, provides a column called, "USES REFERENCE DATA".

This column will hold the value, of the entity type defined, in reference data model.

The thing data model, file should now look like.

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Users has to consider the following points:

 Use reference data – Ensure to list only the available reference data table such as colors and
sizes.
 Reference data thumbnail – In this column, users can add image or logo URL corresponding to
the attribute.
 Reference data title- It denotes the column name that the platform needs to pick the values from
and it would be then assigned to the attributes in the UI. Currently the platform is designed to use
the attribute that has been marked as “Is Entity External Name” to true.
 Reference data subtitle – This is an additional column where the values can be assigned and
made available in the UI as an add-on information. You can use “||” as a delimiter if you want to
display multiple reference data attributes in the sub-title.
Step 3: Save the excel, and upload to the platform.

7.1 Upload the base data model excel to the platform

Step 1: Open the “Thing Domain Data Model” app by clicking on configuration from the left
navigation menu.
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Step 2: Go to the “Upload/Download Base Model files” widget. You can upload the excel by dragging
and dropping the file or by clicking on the Upload file option and upload the file.

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Step 3: Click on Show task details.

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Step 4: In the task detail page, get confirm the file is successfully completed or not.

Step 5: Navigate to Search Option, and click on Search Thing Domain.

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Step 6: In the Search Thing Domain page, open any SKU entity.

Note: Ensure you have selected the entity type, which has the attribute mapped to reference data.

Step 7: Insyndigo.com
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Domain page, open any SKU entity.
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Step 8: In the Entity Manage page, select the basic attributes group.

Step 9: Here we can see the attribute, color and size. Click on edit option.

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Result: We can see the List of Values, for attributes color and size.

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8.Reference Materials
For additional information, visit to http://docportal.riversand.com/

You can write to us for any additional information using [email protected]

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