Automating Data Vault processes on Microsoft Fabric with VaultSpeed
This Article is Authored By Jonas De Keuster from VaultSpeed and Co-authored with Michael Olschimke, co-founder and CEO at Scalefree International GmbH & Trung Ta is a senior BI consultant at Scalefree International GmbH. The Technical Review is done by Ian Clarke, Naveed Hussain – GBBs (Cloud Scale Analytics) for EMEA at Microsoft Businesses often struggle to align their understanding of processes and products across disparate systems in corporate operations. In our previous blogs in this series, we explored the advantages of Data Vault as a methodology and why it is increasingly recognized due to its automation-friendly approach to modern data warehousing. Data Vault’s modular structure, scalability, and flexibility address the challenges of integrating diverse and evolving data sources. However, the key to successfully implementing a Data Vault lies in automation. Data Vault’s pattern-based modeling - organized around hubs, links, and satellites - provides a standardized framework well-suited to integrate data from horizontally scattered operational source systems. Automation tools like VaultSpeed enhance this methodology by simplifying the generation of Data Vault structures, streamlining workflows, and enabling rapid delivery of analytics-ready data solutions. By leveraging the strengths of Data Vault and VaultSpeed’s automation capabilities, organizations can overcome inefficiencies in traditional ETL processes, enabling scalable and adaptable data integration. Examples of such operational systems include Microsoft Dynamics 365 for CRM and ERP, SAP for enterprise resource planning, or Salesforce for customer data. Attempts to harmonize this complexity historically relied on pre-built industry data models. However, these models often fell short, requiring significant customization and failing to accommodate unique business processes. Different approaches to Data Integration Industry data models offer a standardized way to structure data, providing a head start for organizations with well-aligned business processes. They work well in stable, regulated environments where consistency is key. However, for organizations dealing with diverse sources and fast-changing requirements, Data Vault offers greater flexibility. Its modular, scalable approach supports evolving data landscapes without the need to reshape existing models. Both approaches aim to streamline integration. Data Vault simply offers more adaptability when complexity and change are the norm. So it depends on the use cases when it comes to choosing the right approach. Tackling data complexity with automation Integrating data from horizontally distributed sources is one of the biggest challenges data engineers face. VaultSpeed addresses this by connecting the physical metadata from source systems with the business's conceptual data model and creating a "town plan" for building a Data Vault model. This "town plan" for Data Vault model construction serves as the bedrock for automating various data pipeline stages. By aligning data's technical and business perspectives, VaultSpeed enables the automated generation of logical and physical data models. This automation streamlines the design process and ensures consistency between the data's conceptual understanding and physical implementation. Furthermore, VaultSpeed's automation extends to the generation of transformation code. This code converts data from its source format into the structure defined by the Data Vault model. Automating this process reduces the potential for errors and accelerates the development of the data integration pipeline. In addition to data models and transformation code, VaultSpeed also automates workflow orchestration. This involves defining and managing the tasks required to extract, transform, and load data into the Data Vault. By automating this orchestration, VaultSpeed ensures that the data integration process is executed reliably and efficiently. How VaultSpeed automates integration The following section will examine the detailed steps involved in the VaultSpeed workflow. We will examine how it combines metadata-driven and data-driven modeling approaches to streamline data integration and automate various data pipeline stages. Harvest metadata: VaultSpeed collects metadata from source systems such as OneLake, AzureSQL, SAP, and Dynamics 365, capturing schema details, relationships, and dependencies. Align with conceptual models: Using a business’s conceptual data model as a guiding framework, VaultSpeed ensures that physical source metadata is mapped consistently to the target Data Vault structure. Generate logical and physical models: VaultSpeed leverages its metadata repository and automation templates to produce fully defined logical and physical Data Vault models, including hubs, links, and satellites. Automate code creation: Once the models are defined, VaultSpeed generates the necessary transformation and workflow code using templates with embedded standards and conventions for Data Vault implementation. This ensures seamless data ingestion, integration, and consistent population of the Data Vault model. By automating these steps, VaultSpeed eliminates the manual effort required for traditional data modeling and integration, reducing errors and addressing the inefficiencies of data integration using traditional ETL. Due to the model driven approach, the code is always in sync with the data model. Unified integration with Microsoft Fabric Microsoft Fabric offers a robust data ingestion, storage, and analytics ecosystem. VaultSpeed seamlessly embeds within this ecosystem to ensure an efficient and automated data pipeline. Here’s how the process works: Ingestion (Extract and Load): Tools like ADF, Fivetran, or OneLake replication bring data from various sources into Fabric. These tools handle the extraction and replication of raw data from operational systems. Microsoft Fabric also supports mirrored databases, enabling real-time data replication from sources like CosmosDB, Azure SQL, or application data into the Fabric environment. This ensures data remains synchronized across the ecosystem, providing a consistent foundation for downstream modeling and analytics. Data Repository or Platform: Microsoft Fabric is the data platform providing the infrastructure for storing, managing, and securing the ingested data. Fabric uniquely supports warehouse and lakehouse experiences, bringing them together under a unified data architecture. This means organizations can combine structured, transactional data with unstructured or semi-structured data in a single platform, eliminating silos and enabling broader analytics use cases. Modeling and Transformation: VaultSpeed takes over at this stage, leveraging its advanced automation to model and transform data into a Data Vault structure. This includes creating hubs, links, and satellites while ensuring alignment with business taxonomies. Unlike traditional ETL tools, VaultSpeed is not involved in the runtime execution of transformations. Instead, it generates code that runs within Microsoft Fabric. This approach ensures better performance, reduces vendor lock-in, and enhances security since no data flows through VaultSpeed itself. By focusing exclusively on model-driven automation, VaultSpeed enables organizations to maintain full control over their data processing while benefiting from automation efficiencies. Additionally, Fabric's VertiPaq engine manages the transformation workloads automatically, ensuring optimal performance without requiring extensive manual tuning, a key capability in a Data Vault context where performance is critical for handling large volumes of data and complex transformations. This simplifies operations for data engineers and ensures that query performance remains efficient, even as data volumes and complexity grow. Consume: The integrated data layer within Microsoft Fabric serves multiple consumption paths. While tools like Power BI enable actionable insights through analytics dashboards, the same data foundation can also drive AI use cases, such as machine learning models or intelligent applications. By connecting ingestion tools, a unified data platform, and analytics or AI solutions, VaultSpeed ensures a streamlined and integrated workflow that maximizes the value of the Microsoft Fabric ecosystem. Loading at multiple speeds: real-time Data Vaults with Fabric Loading data into a Data Vault often requires balancing traditional batch processes with the demands of real-time ingestion within a unified model. Microsoft Fabric’s event-driven tools, such as Data Activator, empower organizations to process data streams in real-time while supporting traditional batch loads. VaultSpeed complements these capabilities by ensuring that both modes of ingestion feed seamlessly into the same Data Vault model, eliminating the need for separate architectures like the Lambda pattern. Key capabilities for real time Data Vault include: Event-driven updates: Automatically trigger incremental loads into the Data Vault when changes occur in CosmosDB, OneLake, or other sources. Automated workflow orchestration: VaultSpeed’s Flow Management Control (FMC) automates the entire data ingestion, transformation, and loading workflow. This includes handling delta detection, incremental updates, and batch processes, ensuring optimal efficiency regardless of the speed of data arrival. FMC integrates natively with Azure Data Factory (ADF) for seamless orchestration within the Microsoft ecosystem. For more complex or distributed workflows, FMC also supports Apache Airflow, enabling flexibility in managing a wide range of data pipelines. Seamless integration: Maintain synchronized pipelines for historical and real-time data within the Fabric environment. The FMC intelligently manages multiple data streams, dynamically adjusting to workload demands to support high-volume batch loads and real-time event-driven updates. These capabilities ensure analytics dashboards reflect the latest data, delivering immediate value to decision-makers. Automating the gold layer and delivering data products at scale Power BI is a cornerstone of Microsoft Fabric, and VaultSpeed makes it easier for data modelers to connect the dots. By automating the creation of the gold layer, VaultSpeed enables seamless integration between Data Vaults and Power BI. Benefits for data teams: Automated gold layer: VaultSpeed automates the creation of the gold layer, including templates for star schemas, One Big Table (OBT), and other analytics-ready structures. These automated templates allow businesses to generate consistent and scalable presentation layers without manual intervention. Accelerated time to insight: By reducing manual preparation steps, VaultSpeed enables teams to deliver dashboards and reports quickly, ensuring faster access to actionable insights. Deliver data products: The ability to automate and standardize star schemas and other presentation models empowers organizations to deliver analytics-ready data products at scale, efficiently meeting the needs of multiple business domains. Improved data governance: VaultSpeed’s lineage tracking ensures compliance and transparency, providing full traceability from raw data to the presentation layer. No-code automation: Eliminate the need for custom scripting, freeing up time to focus on innovation and higher-value tasks. Conclusion Integrating VaultSpeed and Microsoft Fabric redefines how data modelers and engineers approach Data Vault 2.0. This partnership unlocks the full potential of modern data ecosystems by automating workflows, enabling real-time insights, and streamlining analytics. If you’re ready to transform your data workflows, VaultSpeed and Microsoft Fabric provide the tools you need to succeed. The following article will focus on the DataOps part of automation. Further reading Automating common understanding: Integrating different data source views into one comprehensive perspective Why Data Vault is the best model for data warehouse automation: Read the eBook The Elephant in the Fridge by John Giles: A great reference on conceptual data modeling for Data Vault About VaultSpeed VaultSpeed empowers enterprises to deliver data products at scale through advanced automation for modern data ecosystems, including data lakehouse, data mesh, and fabric architectures. The no-code platform eliminates nearly all traditional ETL tasks, delivering significant improvements in automation across areas like data modeling, engineering, testing, and deployment. With seamless integration to platforms like Microsoft Fabric or Databricks, VaultSpeed enables organizations to automate the entire software development lifecycle for data products, accelerating delivery from design to deployment. VaultSpeed addresses inefficiencies in traditional data processes, transforming how data engineers and business users collaborate to build flexible, scalable data foundations for AI and analytics. About the Authors Jonas De Keuster is VP Product at VaultSpeed. He had close to 10 years of experience as a DWH consultant in various industries like banking, insurance, healthcare, and HR services, before joining the data automation vendor. This background allows him to help understand current customer needs and engage in conversations with members of the data industry. Michael Olschimke is co-founder and CEO of Scalefree International GmbH, a European Big Data consulting firm. The firm empowers clients across all industries to use Data Vault 2.0 and similar Big Data solutions. Michael has trained thousands of industry data warehousing professionals, taught academic classes, and published regularly on these topics. Trung Ta is a senior BI consultant at Scalefree International GmbH. With over 7 years of experience in data warehousing and BI, he has advised Scalefree’s clients in different industries (banking, insurance, government, etc.) and of various sizes in establishing and maintaining their data architectures. Trung’s expertise lies within Data Vault 2.0 architecture, modeling, and implementation, specifically focusing on data automation tools. <<< Back to Blog Series Title PageDelivering Information with Azure Synapse and Data Vault 2.0
Data Vault has been designed to integrate data from multiple data sources, creatively destruct the data into its fundamental components, and store and organize it so that any target structure can be derived quickly. This article focused on generating information models, often dimensional models, using virtual entities. They are used in the data architecture to deliver information. After all, dimensional models are easier to consume by dashboarding solutions, and business users know how to use dimensions and facts to aggregate their measures. However, PIT and bridge tables are usually needed to maintain the desired performance level. They also simplify the implementation of dimension and fact entities and, for those reasons, are frequently found in Data Vault-based data platforms. This article completes the information delivery. The following articles will focus on the automation aspects of Data Vault modeling and implementation.
Creating a AI-Driven Chatbot to Inquire Insights into business data
Introduction In the fast-paced digital era, the ability to extract meaningful insights from vast datasets is paramount for businesses striving for a competitive edge. Microsoft Dynamics 365 Finance and Operations (D365 F&O) is a robust ERP platform, generating substantial business data. To unlock the full potential of this data, integrating it with advanced analytics and AI tools such as Azure OpenAI, Azure Synapse Workspace, or Fabric Workspace is essential. This blog will guide you through the process of creating a chatbot to inquire insights using Azure OpenAI with Azure Synapse Workspace or Fabric Workspace. Architecture Natural Language Processing (NLP): Enables customers to inquire about business data such as order statuses, item details, and personalized order information using natural language. Seamless Data Integration: Real-time data fetching from D365 F&O for accurate and up-to-date information. Contextual and Personalized Responses: AI provides detailed, context-rich responses to customer queries, improving engagement and satisfaction. Scalability and Efficiency: Handles multiple concurrent inquiries, reducing the burden on customer service teams and improving operational efficiency. Understanding the Components Microsoft Dynamics 365 Finance and Operations (D365 F&O) D365 F&O is a comprehensive ERP solution designed to help businesses streamline their operations, manage finances, and control supply chain activities. It generates and stores vast amounts of transactional data essential for deriving actionable insights. Dataverse Dataverse is a cloud-based data storage solution that allows you to securely store and manage data used by business applications. It provides a scalable and reliable platform for data integration and analytics, enabling businesses to derive actionable insights from their data. Azure Synapse Analytics Azure Synapse Analytics is an integrated analytics service that brings together big data and data warehousing. It allows users to query data on their terms, deploying either serverless or provisioned resources at scale. The service provides a unified experience to ingest, prepare, manage, and serve data for instant business intelligence and machine learning requirements. Fabric Workspace Fabric Workspace provides a collaborative platform for data scientists, analysts, and business users to work together on data projects. It facilitates the seamless integration of various data sources and advanced analytics tools to drive innovative solutions. Azure SQL Database Azure SQL Database is a cloud-based relational database service built on Microsoft SQL Server technologies. It offers a range of deployment options, including single databases, elastic pools, and managed instances, allowing you to choose the best fit for your application needs. Azure SQL Database provides high availability, scalability, and security features, making it an ideal choice for modern applications. Data from Dynamics 365 Finance and Operations (F&O) is copied to an Azure SQL Database using a flow that involves Azure Data Lake Storage (ADLS) and Azure Data Factory (ADF) Azure OpenAI Azure OpenAI enables developers to build and deploy intelligent applications using powerful AI models. By integrating OpenAI’s capabilities with Azure’s infrastructure, businesses can create sophisticated solutions that leverage natural language processing, machine learning, and advanced analytics. Step-by-Step Guide to Creating the Chatbot Step 1: Export Data from D365 F&O To begin, export the necessary data from your D365 F&O instance. This data will serve as the foundation for your analytics and AI operations. Ensure the exported data is in a format compatible with Azure Synapse or Fabric Workspace. Step 2: Ingest Data into Azure Synapse Workspace or Fabric Workspace Next, ingest the exported data into Azure Synapse Workspace or Fabric Workspace. Utilize the workspace’s capabilities to prepare, manage, and optimize the data for further analysis. This step involves setting up data pipelines, cleaning the data, and transforming it into a suitable format for processing. Step 3: Set Up Azure OpenAI With your data ready, set up Azure OpenAI in your environment. This involves provisioning the necessary resources, configuring the OpenAI service, and integrating it with your Azure infrastructure. Ensure you have the appropriate permissions and access controls in place. Step 4: Develop the Chatbot Develop the chatbot using Azure OpenAI’s capabilities. Design the chatbot to interact with users naturally, allowing them to inquire insights and receive valuable information based on the data from D365 F&O. Utilize natural language processing to enhance the chatbot’s ability to understand and respond to user queries effectively. Step 5: Integrate the Chatbot with Azure Synapse or Fabric Workspace Integrate the developed chatbot with Azure Synapse Workspace or Fabric Workspace. This integration will enable the chatbot to access and analyze the ingested data, providing users with real-time insights. Set up the necessary APIs and data connections to facilitate seamless communication between the chatbot and the workspace. Step 6: Test and Refine the Chatbot Thoroughly test the chatbot to ensure it functions as expected. Address any issues or bugs, and refine the chatbot’s responses and capabilities. This step is crucial to ensure the chatbot delivers accurate and valuable insights to users. Best Practices for Data Access Data Security Data security is paramount when exporting sensitive business information. Implement the following best practices: Ensure that all data transfers are encrypted using secure protocols. Use role-based access control to restrict access to the data exported. Regularly audit and monitor data export activities to detect any unauthorized access or anomalies. Data Transformation Transforming data before accessing it can enhance its usability for analysis: Use Synapse data flows to clean and normalize the data. Apply business logic to enrich the data with additional context. Aggregate and summarize data to improve query performance. Monitoring and Maintenance Regular monitoring and maintenance ensure the smooth operation of your data export solution: Set up alerts and notifications for any failures or performance issues in the data pipelines. Regularly review and optimize the data export and transformation processes. Keep your Azure Synapse environment up to date with the latest features and enhancements. Benefits of Integrating AI and Advanced Analytics Enhanced Decision-Making By leveraging AI and advanced analytics, businesses can make data-driven decisions. The chatbot provides timely insights, enabling stakeholders to act quickly and efficiently. Improved Customer Experience A chatbot enhances customer interactions by providing instant responses and personalized information. This leads to higher satisfaction and engagement levels. Operational Efficiency Integrating AI tools with business data streamlines operations, reduces manual efforts, and increases overall efficiency. Businesses can optimize processes and resource allocation effectively. Scalability It can handle multiple concurrent inquiries, scaling as the business grows without requiring proportional increases in customer service resources. Conclusion Creating a chatbot to inquire insights using Azure OpenAI with Azure Synapse Workspace or Fabric Workspace represents a significant advancement in how businesses can leverage their data. By following the steps outlined in this guide, organizations can develop sophisticated AI-driven solutions that enhance decision-making, improve customer experiences, and drive operational efficiency. Embrace the power of AI and advanced analytics to transform your business and unlock new opportunities for growth.Implementing Business Logic using Data Vault 2.0 on Azure Fabric
This Article is Authored By Michael Olschimke, co-founder and CEO at Scalefree International GmbH and Co-authored with Kilian GrünhagenSenior BI Consultant from Scalefree The Technical Review is done by Ian Clarke and Naveed Hussain – GBBs (Cloud Scale Analytics) for EMEA at Microsoft Business logic serves an important role in the data-driven data platform. There is a business expectation of the information to be delivered. This expectation can be defined by two characteristics: the user expects the information in a certain structure (often a dimensional model) and they expect certain content, for example, all currency amounts to be in Euros. But there is a gap between these expectations and the actual data from the data sources. In the Data Vault 2.0 architecture, the Business Vault is used to bridge this gap and focuses on implementing the business logic to transform the data to meet the content expectations of the business users. Introduction The previous articles focused on modelling and implementing the Raw Data Vault, where the raw data is captured by integrating the data on shared business keys and their relationships and versioning all changes to descriptive data. In the Raw Data Vault layer, only so-called hard rules are applied. Hard rules don’t change the meaning of the content, they only change the structure of the incoming data set. The creative destruction of the data into business keys (stored in hubs), relationships between business keys (stored in links), and descriptive data (stored in satellites) is a prime example. But also the data type alignment to match the data types of the (often relational) data model is a good example: changing the data type of a whole number from a CSV string into an integer is not changing the content, but only the structure of the data. This is important to ensure auditability when the original data deliveries must be reproduced and to create multiple business perspectives when information users cannot agree on shared business logic or the definition of their concepts (“Who is a customer?”). In both cases, the unmodified raw data is required. How to Model the Business Vault The business logic to transform the raw data into useful information, for example by cleansing it, recomputing foreign currency amounts, or standardizing addresses, is implemented in the Business Vault. This sparsely modelled layer sits right between the Raw Data Vault with its unmodified raw data and the information mart where the final information in the expected structure and with the expected content is delivered to the presentation layer. “Sparsely modelled” refers to the fact that, believe it or not, some of your data is good enough for reporting. There is no need to cleanse, standardize, or otherwise transform the data because it is exactly what the information user expects. In this case, the dimensional entities in the information mart are directly derived from the Raw Data Vault entities. However, if business logic needs to be applied, it's done in the Business Vault. The entities are typically modelled in the same way as in the Raw Data Vault, so one can expect hubs, links, and many satellites in the Business Vault, including special entity types such as multi-active satellites, non-historized links, etc. For example, in the above diagram, there are the invoice hub and its two satellites originating from the CRM and ERP system. In addition to these Raw Data Vault entities, a computed (or business) satellite invoice_lroc_bsat with one calculated attribute for the invoice amount has been added. But in either case, with or without additional Business Vault entities, it also means that the final information is not done yet, as the desired target structure (e.g., a dimensional model) is not created yet. This model will be derived from the information mart. To do so, the dimensional modeler can combine (and often has to combine) entities from the Raw Data Vault and the Business Vault. Implementing Business Logic on Fabric In many cases, the business logic is relatively simple and can be implemented in SQL. In such cases, an SQL view is the preferred choice and is used to implement the Business Vault entity. If the business logic becomes too complex or the performance of the view is not as desired, an external script might be used as an alternative. For example, a Python script could retrieve data from the Raw Data Vault (but also from the Business Vault) and write the results into a table in the Business Vault. This external Python script is considered to be part of the Business Vault as long as the data platform team has it under its own version control. Keep in mind that there are other options, such as PIT tables, to improve the performance of virtualized entities in the Data Vault architecture. Note that there are actually two options to implement business logic in the Data Vault architecture: besides the discussed option in the Business Vault, it is also possible to implement business rules directly in the information marts, for example in dimension or fact entities. However, when doing so, the business logic is not re-usable. If the same business logic should be used for dimensions in multiple information marts, the business logic must be replicated. If the business logic is implemented in the Business Vault instead, the entities can be reused by multiple information marts. The Business Vault is often implemented in a cascading fashion: a Business Vault entity is not limited to a Raw Data Vault entity as its only data source. Instead, a Business Vault entity can source from multiple entities, both from the Raw Data Vault and other Business Vault entities. By doing so, the overall implementation logic is cascading across multiple Business Vault entities, which is a typical scenario. In some cases, developers try to avoid this, but end up with a Business Vault entity with complex implementation logic. From an auditing perspective, there is one more requirement: It should be possible to truncate a materialized Business Vault entity and rebuild it by applying the same, unmodified business logic to the same, unmodified source data. The results in the Business Vault entity must be the same. If this is not the case, either the source data has been modified or the business logic. Cleansing Dirty Data using Computed Satellites A typical entity type in the Business Vault is the computed satellite, also known as the business satellite. To be short: it’s just a satellite in the Business Vault. The only difference to its counterpart in the Raw Data Vault is that it contains computed results, not just raw data. This makes sense as descriptive data is stored in a satellite in the Raw Data Vault and subject to the application of business logic, for example to cleanse the data, standardize addresses and phone numbers and otherwise increase the value of the data. For example, if the Raw Data Vault satellite captures raw data from the data source, it might be erroneous (e.g. on the city name): This data is captured as it is in the Raw Data Vault of the Data Vault architecture, completely unmodified. The goal of the Raw Data Vault is to capture the good, the bad, and the ugly data, and no judgment is made about these categories. As discussed at the beginning of this article, data cleansing is part of the Business Vault, not of the Raw Data Vault. The next diagram shows the relationship between the computed satellite with the computed city attribute, the Raw Data Vault satellite, and their shared hub: The computed satellite is attached to the same hub, as it still describes the same store, just with cleansed data. In this case, the business logic is simple: data is cleansed by joining into a mapping table for the city name based on the raw data. For each city in the Raw Data Vault satellite, there is a mapping in the reference data for mapping the original city name to the cleansed city name: CREATE VIEW [dv_core].[store_address_crm_lroc_bsat] AS ( SELECT hk_store_hub ,load_datetime ,record_source ,hd_store_address_crm_lroc_sat ,address_street ,postal_code , CASE WHEN store.city != cities.CityName AND cities.ZipCode IS NOT NULL THEN cities.CityName ELSE store.city END AS city ,country FROM [dv_core].[store_address_crm_lroc0_sat] store LEFT JOIN [MS_BLOG_DWH].[dv_core].[city_ref_sat] cities on store.postal_code = cities.ZipCode); It is not uncommon for a lot of business logic to be implemented as simply as the above code. This is achieved by providing a materialized mapping table between dirty data and cleansed data as a reference hub and satellite. Once the computed satellite is deployed, the downstream developer for the information mart can now choose between the cleansed address data or the original address data to be used for the dimension entity by joining the appropriate satellite entity. Dealing with Duplicate Records Another often-used entity in the Business Vault is the Same-As-Link (SAL). The name of the SAL stems from the sentence, “This business key identifies the same business object as the other business key.” So, the link relates two business keys in a duplicate-to-master relationship. One business key identifies the master key to be used for reporting, and the other identifies the duplicate key. If the data contains multiple duplicates, multiple duplicate business keys might be mapped to the same master key. For example, the following table shows a source data set with duplicate records: There are different variations of Michael Olschimke, and because the operational system did not recognize that all of them refer to the same actual customer, the operational system assigned separate business keys to each record. The business key customer_id is captured by the hub customer_hub, while the name is captured by a satellite, not shown in the following diagram: Based on the descriptive data in the satellite, SQL Server’s SOUNDEX function (supported in Fabric Warehouse) can be used to calculate the similarity of two strings, based on the pronunciation of the text. The matches where the similarity is above a certain threshold are considered as duplicates and added to the same-as-link (SAL). That way, duplicates are marked and the mapping can be used later to retrieve a deduplicated dimension. The following code shows the virtual implementation of the same-as-link: CREATE VIEW [dv_core].[customer_sal] AS WITH crm_data AS ( SELECT crm.hk_customer_hub , crm.load_datetime , hub.record_source , hub.customer_id , crm.name , SOUNDEX(crm.name) as soundex_name , crm.email FROM dv_core.customer_hub hub LEFT JOIN dv_core.customer_crm_lroc_sat crm ON hub.hk_customer_hub = crm.hk_customer_hub AND crm.is_current = 0 ) , shop_data AS ( SELECT shop.hk_customer_hub , shop.load_datetime , hub.record_source , hub.customer_id , shop.name , SOUNDEX(shop.name) as soundex_name , shop.email FROM dv_core.customer_hub hub LEFT JOIN dv_core.customer_shop_lroc_sat shop ON hub.hk_customer_hub = shop.hk_customer_hub AND shop.is_current = 0 ) SELECT hk_customer_hub , load_datetime , record_source , hk_master , hk_duplicate FROM( SELECT crm.hk_customer_hub AS hk_customer_hub, LEAST(crm.load_datetime, shop.load_datetime) AS load_datetime, 'https://wiki.scalefree.com/business_rules/unique_customers' AS record_source, crm.hk_customer_hub AS hk_master, shop.hk_customer_hub AS hk_duplicate, DIFFERENCE(crm.name, shop.name) AS similarity_score FROM crm_data crm LEFT JOIN shop_data shop ON crm.soundex_name = shop.soundex_name )level1 WHERE level1.similarity_score = 4; Once the same-as-link is created, it can be joined with the hub to reduce the duplicates to the master record based on the SoundEx function. The actual business logic is implemented in the view - the users who query this model don’t necessarily need to know how to apply SoundEx - they just use the results by joining the link to the customer hub. Concluding the Value of the Business Vault By implementing the business logic in Business Vault entities, the business logic can be used by multiple information marts but also data scientists and other power users. The Business Vault model presents the result of the business logic, while the source code implements it in many cases. However, in other cases, the business logic could also be implemented in external scripts, such as Python. In this case, the Business Vault entity would be a physical table that is loaded from the external script. There are some cases, where it makes more sense to implement the business logic in the dimensional entity - for example in the dimension view. However, in such cases, the code will not be reused by multiple information marts. To use the same logic in multiple marts, the logic must be replicated. We will discuss the information marts and how we derive dimensional models from a Data Vault model in the next article of this series. <<< Back to Blog Series Title PageImplementing Data Vault 2.0 on Fabric Data Warehouse
In the previous articles of this series, we have discussed how to model Data Vault on Microsoft Fabric. Our initial focus was on the basic entity types including hubs, links, and satellites; advanced entity types, such as non-historized links and multi-active satellites and the third article was modeling a more complete model, including a typical modeling process, for Microsoft Dynamics CRM data.
