Master Data

Silver Layer

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Deployment Pipeline

Run manually after a deployment to (re)create the Silver lakehouse's shortcuts and views for the environment. Notebooks live in the Deployment folder; all GUIDs come from the Variable_Library.

# Activity Notebook What it does
1 Create Shortcuts 01_create_shortcuts Creates a table shortcut in LANDING for every table in Bronze raw. Skips tables that already exist, so the materialised Identity_Pivoted is untouched.
2 Create One Lake Shortcuts 02_create_one_lake_shortcuts_from_config Creates the D365Finance and D365EUFinance table shortcuts from the config file Files/Configs/One_Lake_Shortcuts.csv.
3 Create CRL Views 03_create_crl_views Creates the CRL schema and its views (GetPersonIDs, GetProjectIDs) on the SQL endpoint.
4 Run Orchestration — Invokes the Orchestration pipeline (waits for completion), so a deployment ends with a full data refresh.

Orchestration Pipeline

The recurring data refresh. Scheduled daily at 00:00 (GMT Standard Time), and also invoked as the last step of Deployment. Notebooks live in the Orchestration folder.

# Activity Notebook What it does
1 Load Identity Pivoted 01_load_identity_pivoted Rebuilds LANDING.Identity_Pivoted from scratch: joins LANDING.Identity to IntegratedSystem and pivots one column per source system.
2 Get CastCollate View Definitions 02_get_castcollate_view_definitions For every table in LANDING, generates a CREATE OR ALTER VIEW CASTCOLLATE.{table} script casting string columns to their measured max length with a case-insensitive UTF8 collation. Returns the scripts as a JSON array.
3 fe_CastAndCollateView — ForEach over the returned scripts; each is executed by a Script activity against the MasterData_Silver_DWH SQL endpoint. The connection is selected per environment by an expression on the workspace ID.

Master Data Entities In progress

From High-level IDM Entity Type by Master System (see _context\). Each built entity is a Load Master Data {Entity} notebook creating MASTERDATA.{entity}. The load notebooks are not yet orchestrated; they are run manually.

Entity Type Master System Rule Status
Office D365 Finance UK and EU Join IdentityCanonicalValue with Identity Canonical, join to IntegratedSystem. Master in D365Finance if a record exists, else D365EUFinance Built
Department D365 Finance UK and EU Same rule as Office. Department names can exist in both UK and EU Built
Division D365 Finance UK and EU Same rule as Office Built
LegalEntity D365 Finance UK and EU Reference IntegratedSystemId for master Built
ProjectCategory D365 Finance UK When IdentityGroup is NULL To build
OfficeDepartment D365 Finance UK and EU Same rule as Office To build
PropertySector D365Sales — To build
Customer — Not in the IDM document. A Load Master Data Customer notebook exists but its source rule is unconfirmed To confirm