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Building Financial Data Mode - Lab#21 Conditional Lookup
BISP is committed to provide BEST learning material to the beginners and advance learners. In the same series, we have prepared a complete end-to end Hands-on Guide for building financial data model in Informatica. The document focuses on how the real world requirement should be interpreted. The mapping document template with very simplified steps and screen shots makes the complete learning so easy. The document focuses This document contains step by step process for
Description:
History:
Version 0.1 Description Change Initial Draft Author Upendra Upadhyay Publish Date 21th Aug 2011
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0.1
Review#1
Amit Sharma
Contents
Contents.......................................................................................................................... 2 Introduction..................................................................................................................... 3 Connected and Unconnected Lookup ..........................................................................3 Purpose ....................................................................................................................3 Objective ..................................................................................................................3 Summary ..................................................................................................................3 Performing Process....................................................................................................4 Importing Source and Target Table..............................................................................5 Creating Mapping.........................................................................................................9 Step by step process for creating Dynamic lookup transformation...........................9 Creating Workflow...................................................................................................22 Execute Workflow, Review Data and Check Log Files.................................................28
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Introduction
Lookup transformation is Passive and it can be both Connected and Unconnected as well. It is used to look up data in a relational table, view, or synonym. Lookup definition can be imported either from source or from target tables. But conditional lookup is unconnected lookup transformation.
Purpose
Read from a large source that has a few rows of invalid data. To validate specific data, look up the value in another table. This is only necessary for about one row out of ten.
Objective
Build a mapping to load an SRC_IRCS table data that contains theses column INTEREST_RATE_CD, IRC_NAME, IRC_FORMAT_CD, ISO_CURRENCY_CD, ACCRUAL_BASIS_CD etc. and used two Lookup table SRC_CURRENCY and SRC_IRCS _FORMAT_CD. Give condition for UN_LKP_VALUE
column in Target Table, if ACCRUAL_BASIS_CD=3 then load Currency_Name from SRC_CURRENCY Lookup table otherwise load IRCS_FORMAT_DESC from SRC_IRCS_FORMAT_CD Lookup table and load these data into TRG_UNL_IRCS.
Summary
SOURCE TABLE NAME SRC_IRCS LOOKUP TABLE NAME SRC_CURRENCY SRC_IRCS_FORMAT_CD TARGET TABLE NAME TRG_UNL_IRCS
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Performing Process.
Open Informatica Power Center Designer. Import Source Table in Source Analyzer window and Target table in Target Designer windows. Create mapping in Mapping Designer window and then drag and drop source and target column into mapping designer window. Create two lookup transformation and select lookup table and edit lookup table and select port as a return value and also create one port for input in ports tab then give condition in condition tab. Create Expression Transformation and create one port in ports table and give condition for call both lookup, and then map these column and save it. Open Informatica Power Center Workflow Manager. Create workflow in workflow designer window, create task and then select mapping for this task, assign session and specify connection information and then save it. Execute workflow. Open Informatica Power Center Workflow Monitor. Check execution of this workflow in workflow monitor and then preview data in target designer or target RDBMS and then check execution log file.
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Step-2 Then Connect to Repository in Informatica Power Center Designer Right click on repository name and click on Connect.
Step-3 Go to Tools Menu and click on Source Analyzer to import source table.
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Step-5 And then select Source menu and click on Import from database. In Source menu, some another option available such as Import from File(Flatfile), Import from Cobol File and Import XML Definition.
Step-6 Specify Username, Owner name, password and click on connect. Then select source table and click OK.
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Step-7 View data in source analyzer, Right click on SRC_CREDITCARD and select Preview Data.
Step-8 Specify Username and Password and connect it. Then Close it.
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Step-9 Now click on Target Designer. Step-10 And then select Target menu and click on Import from database to import target table.
Step-11 Specify Username, Owner name, password and then click on connect and then select table and then OK.
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Creating Mapping
Mappings represent the data flow b/w sources to targets. When the Informatica Power Center Server executes a session, it uses the instructions configured in the mapping to read, transform, and write data.
Source definition: It describes the characteristics of a source. Transformation: A transformation is a repository object which reads the data, modifies the data
and passes the data. Transformations in a mapping represent the operations that the integration service performs on the data. Target definition: It describes the target table.
and Create New Mapping and then name of mapping and click OK.
Step-2 Then drag and drop source table in Mapping Designer Window. www.bispsolutions.com Page 9 www.bisptrainigs.com www.hyperionguru.com
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Step-3 Then Create Unconnected lookup transformation, Click on Transformation menu and click on Create, then select Lookup in drop down and give name of lookup transformation and the click on Create button, then select lookup table for Lookup Transformation and click OK. then click Done. Unconnected Lookup is called upon conditionally. It is ideal to use when the majority or all of the rows do not need a return value (ports) from it. This conditional Lookup is called unconnected because no physical links are present it stands alone, unconnected.
Select lookup from drop down.
Select Lookup table from Target Designer Window. Select Lookup from Source Qualifier
Import lookup table from RDBMS or Flatfile Source. Select Lookup from Source Analyzer window.
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Step-5 Again create another lookup transformation,, Click on Transformation menu and click on Create, then select Lookup in drop down and give name of lookup transformation and the click on Create button, then select lookup table for Lookup Transformation and click OK. then click Done.
Select lookup from drop down.
Step-6 Import lookup table from RDBMS. Click on Import button and click on From Relational Table to import lookup table.
Select Lookup from Source Qualifier
Import lookup table from RDBMS or Flatfile Source. Select Lookup from Source Analyzer window.
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Step-7 Select ODBC Connection, then give Username and Password and click on Connect button, select table and click on OK button.
Step-8 Now, Right click on Lookup table and select Edit to edit the lookup table.
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Step-9 Now, Go to Ports table and add one port as a input, name of port and then check "R" port as a return value. Ports Mixed. "L" denotes lookup port. "R" denotes port used as a return value (Unconnected Lookup only) - The R port is only required in when the Lookup is unconnected lookup. If checked while connected it will be ignored. Only one port can be selected hence it acts like a radio button.
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Step-11 Now, Right click on another Lookup table and select Edit to edit the lookup table.
Step-12 Now, Go to Ports table and add one port as a input, name of port and then check "R" port as a return value. Ports Mixed. "L" denotes lookup port. "R" denotes port used as a return value (Unconnected Lookup only) - The R port is only required in when the Lookup is unconnected lookup. If checked while connected it will be ignored. Only one port can be selected hence it acts like a radio button.
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Step-14 Then Create Expression transformation, Click on Transformation menu and click on Create,
then select Expression in drop down and give name of expression transformation and the click on Create button.
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Step-15 Now, passes all source qualifier transformation column into expression table.
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Step-17 Now, Go to Ports tab and create a column and give name of column and specify Data type,
check only Output port for this column and then write expression in expression editior.
Step-18 Write expression as below. Select IIF function in function tab then select column and then
select lookup table and select port from ports tab and then validate it.
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Creating Workflow
Workflow Manager: Workflow load the data between source to target b/w sequential manner. And also Define run-time properties for a mapping, known as sessions. Step-1 Open Informatica PowerCenter Workflow Manager and then go to go to workflow designer and click on workflow menu to create workflow. Specify name of workflow and click OK.
Step-3 Create Task and assign session, Click on Task menu and click on create and then name of session, click Create, select mapping and click OK.
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Step-5 Now create flow B/W Workflow to Task. Select Line Task and link to Start to Filter.
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Step-7 Now Configure Connection to Target, Then Right Click on Expression and Edit, Then Click Mapping tab and configure connection for your Target table schema in oracle 11g RDBMS. And then click OK.
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Insert: Check this option to insert a row in the target table. Delete: Check this option to delete a row in the target table. Truncate Table: check this option to truncate the target table before loading the data. Update as Update: Update the row in the target table. Update as Insert: Insert the row which is flagged as update. Update else Insert: If the row exists in the target table, then update the row. Otherwise, insert the row.
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Session Succeeded
successfully
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Step-3 Target Table. Right click on Target Table in Target designer and give Username, Owner name and password and then click on Connect.
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Step-4 Session Log. Right click on session and select session log.
connection
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SQL Query.
Target Summary.
Load
Session Summary.
Load
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