Dimension transformation and loading is all about keeping track of the current and maybe past values of the related attributes in a dimension table. This article's goal is to teach you how to move data from source tables into dimension tables.
Dimension transformation and loading is about tracking the current and sometime history of associated attributes in a dimension table. Below Screen shot shows the dimensions related to the Sales Quota Fact table in the AdventureWorksDW database (named FactSalesQuota). The objective of this section is to process data from the source tables into the dimension tables.
In this example, notice that each dimension (DimEmployee, DimSalesTerritory, and DimDate) has a surrogate key named Dimension Key, as well as a candidate key named Dimension AlternateKey. The surrogate key is the most important concept in data warehousing because it enables the tracking of change history and optimizes the structures for performance. See The Data Warehouse Toolkit, Third Edition, by Ralph Kimball and Margy Ross (Wiley, 2013), for a detailed review of the use and purpose of surrogate keys. Surrogate keys are often auto-incrementing identity columns that are contained in the dimension table.
Dimension ETL has several objectives, each of which is reviewed in the tutorial steps to load the DimSalesTerritory and DimEmployee tables, including the following:
SSIS includes a built-in transformation called the Slowly Changing Dimension (SCD) Transformation to assist in the process. This is not the only transformation that you can use to load a dimension table, but you will use it in these tutorial steps to accomplish dimension loading. The SCD Transformation also has some drawbacks, which are reviewed at the end of this section.
Many dimension tables are like the Sales Territory dimension in that they contain only a few columns, and history tracking is not required for any of the attributes. In this example, the DimSalesTerritory table is sourced from the [Sales].[SalesTerritory] table, and any source changes to any of the three columns will be updated in the dimension table. These columns are referred to as changing dimension attributes, because the values can change.
1. To begin creating the ETL for the DimSalesTerritory table, return to your SSIS project created in the first tutorial and create a new package named ETL_DimSalesTerritory.dtsx.
2. Because you will be extracting data from the AdventureWorks database and loading data into the AdventureWorksDW database, create two OLE DB project connections to these databases named AdventureWorks and AdventureWorksDW, respectively. Refer to the topic SSIS Tools for help about defining the project connections.
3. Drag a new Data Flow Task from the SSIS Toolbox onto the Control Flow and navigate to the Data Flow designer.
4. Drag an OLE DB Source component into the Data Flow and double-click the new source to open the editor. Configure the OLE DB Connection Manager dropdown to use the Adventure Works database and leave the data access mode selection as “Table or view.” In the “Name of the table or the view” dropdown, choose [Sales].[SalesTerritory], as shown in below screen shot.
5. On the Columns property page (see below screen shot), change the Output Column value for the TerritoryID column to SalesTerritoryAlternateKey, change the Name column to SalesTerritoryRegion, and change the Output Column for the Group column to SalesTerritoryGroup. Also, uncheck all the columns under SalesTerritoryGroup because they are not needed for the DimSalesTerritory table
6. Click OK to save your changes and then drag a Lookup Transformation onto the Data Flow and connect the blue data path from the OLE DB Source onto the Lookup.
7. On the General property page, shown in Figure 12-13, edit the Lookup Transformation as follows: leave the Cache mode setting at Full cache, and leave the Connection type setting at OLE DB Connection Manager.
8. On the Connection property page, set the OLE DB Connection Manager dropdown to the AdventureWorks connection. Change the “Use a table or a view” dropdown to [Person].[CountryRegion].
9. On the Columns property page, drag the CountryRegionCode from the available Input Columns list to the matching column in the Available Lookup Columns list, then select the checkbox next to the Name column in the same column list. Rename the Output Alias of the Name column to SalesTerritoryCountry, as shown in below screen shot.
10. Select OK in the Lookup Transformation Editor to save your changes.
At this point in the process, you have performed some simple initial steps to align the source data up with the destination dimension table. The next steps are the core of the dimension processing and use the SCD Transformation.
11. Drag a Slowly Changing Dimension Transformation from the SSIS Toolbox onto the Data Flow and connect the blue data path output from the Lookup onto the Slowly Changing Dimension Transformation. When you drop the path onto the SCD Transformation, you will be prompted to select the output of the Lookup. Choose Lookup Match Output from the dropdown and then click OK.
123. To invoke the SCD wizard, double-click the transformation, which will open up a splash screen for the wizard. Proceed to the second screen by clicking Next.
13. The first input of the wizard requires identifying the dimension table to which the source data relates. Therefore, choose AdventureWorksDW as the Connection Manager and then choose [dbo].[DimSalesTerritory] as the table or view, which will automatically display the dimension table’s columns in the list, as shown in below the screen shot. For the SalesTerritoryAlternateKey, change the Key Type to Business key. Two purposes are served here:
=>One, you identify the candidate key (or business key) from the dimension table and which input column it matches. This will be used to identify row matches between the source and the destination.=>Two, columns are matched from the source to attributes in the dimension table, which will be used on the next screen of the wizard to identify the change tracking type. Notice that the columns are automatically matched between the source input and the destination dimension because they have the same name and data type. In other scenarios, you may have to manually perform the match.
. 14On the next screen of the SCD wizard, you need to identify what type of change each matching column is identified as. It has already been mentioned that all the columns are changing attributes for the DimSalesTerritory dimension; therefore, select all the columns and choose the “Changing attribute” Change Type from the dropdown lists, as shown in Below Screen shot.
Three options exist for the Change Type: Changing attribute, Historical attribute, and Fixed attribute. As mentioned earlier, a Changing attribute is updated if the source value changes. For the Historical attribute, when a change occurs, a new record is generated, and the old record preserves the history of the change. You’ll learn more about this when you walk through the DimEmployee dimension ETL in the next section of this Loading a Data Warehouse Topic. Finally, a Fixed attribute means no changes should happen, and the ETL should either ignore the change or break.
15. The next screen, titled “Fixed and Changing Attribute Options,” prompts you to choose which records you want to update when a source value changes. The “Fixed attributes” option is grayed out because no Fixed attributes were selected on the prior screen. Under the “Changing attributes” option, you can choose to update the changing attribute column for all the records that match the same candidate key, or you can choose to update only the most recent one. It doesn’t matter in this case because there will be only one record per candidate key value, as there are no Historical attributes that would cause a new record. Leave this box unchecked and proceed to the next screen.
16. The “Inferred Dimension Members” screen is about handling placeholder records that were added during the fact table load, because a dimension member didn’t exist when the fact load was run. Inferred members are covered in the DimEmployee dimension ETL, later in this Loading a Data Warehouse Topic.
17. Given the simplicity of the Sales Territory dimension, this concludes the wizard, and on the last screen you merely confirm the settings that you configured. Select Finish to complete the wizard.
The net result of the SCD wizard is that it will automatically generate several downstream transformations, preconfigured to handle the change types based on the candidate keys you selected. Below screen shot shows the completed Data Flow with the SCD Transformation.
Since this dimension is simple, there are only two outputs. One output is called New Output, which will insert new dimension records if the candidate key identified from the source does not have a match in the dimension. The second output, called Changing Attribute Updates Output, is used when you have a match across the candidate keys and one or more of the changing attributes does not match between the source input and the dimension table. This OLE DB command uses an UPDATE statement to perform the operation
Dimension ETL often requires complicated logic that causes the dimension project tasks to take the longest amount of time for design, development, and testing. This is due to change requirements for various attributes within a dimension such as tracking history, updating inferred member records, and so on. Furthermore, with larger or more complicated dimensions, the data preparation tasks often require more logic and transformations before the history is even handled in the dimension table itself.
To exemplify a more complicated dimension ETL process, in this section you will create a package for the DimEmployee table. This package will deal with some missing data, as identified earlier in your data profiling research:
1. In the SSIS project, create a new package called ETL_DimEmployee.dtsx. Since you’ve already created project connections for AdventureWorks and AdventureWorksDW, you do not need to add these to the new DimEmployee SSIS package.
2. Create a Data Flow Task and add an OLE DB Source component to the Data Flow.
3. Configure the OLE DB Source component to connect to the AdventureWorks connection and change the data access mode to SQL command. Then enter the following SQL code in the SQL command text window (see below screen shot):
4. Click OK to save the changes to the OLE DB Source component.
5. Drag a Lookup Transformation to the Data Flow and connect the blue data path output from the OLE DB Source to the Lookup. Name the Lookup Sales Territory.
6. Double-click the Lookup Transformation to bring up the Lookup editor. On the General page, change the dropdown named “Specify how to handle rows with no matching entries” to “Redirect rows to no match output.” Leave the Cache mode as Full cache and the Connection type as OLE DB Connection Manager.
7. On the Connection property page, change the OLE DB connection to AdventureWorksDW and then select [dbo].[DimSalesTerritory] in the dropdown below called “Use a table or a view.”
8. On the Columns property page, join the SalesTerritoryCountry, SalesTerritoryGroup, and SalesTerritoryRegion columns between the input columns and lookup columns, as shown in below screen shot. In addition, select the checkbox next to SalesTerritoryKey in the lookup columns to return this column to the Data Flow.
At this point, recall from your data profiling that some of the sales territory columns in the source have NULL values. Also recall that TerritoryGroup and TerritoryName have a one-to-many functional relationship. In fact, assume that you have conferred with the business users, and they confirmed that you can look at the StateProvinceName and CountryRegionName, and if another salesperson has the same combination of values, you can use their SalesTerritory information.
To handle the missing SalesTerritories with the preceding requirements, add a second Lookup Transformation to the Data Flow, and name it Get Missing Territories. Then connect the blue path output of the Sales Territory Lookup to this new Lookup. You will be prompted to choose the Output; select Lookup No Match Output from the dropdown list, as shown in Shown in below screen shot.
10. Edit the new Lookup and configure the OLE DB Source component to connect to the AdventureWorks connection. Then change the data access mode to SQL command. Enter the following SQL code in the SQL command text window:
CountryRegionName as SalesTerritoryCountry
, TerritoryGroup as SalesTerritoryGroup
, TerritoryName as SalesTerritoryRegion
WHERE TerritoryName IS NOT NULL
11. On the Columns property page, join the SalesTerritoryCountry and StateProvinceName between the input and lookup columns list and then enable the checkboxes next to SalesTerritoryGroup and SalesTerritoryRegion on the lookup list. Append the word “New” to the OutputAlias, as shown in below screen shot.
Next, you will recreate the SalesTerritory Lookup from the prior steps to get the Sales TerritoryKey for the records that originally had missing data.
12. Add a new Lookup to the Data Flow named Reacquire SalesTerritory and connect the output of the Get Missing Territories Lookup (use the Lookup Match Output when prompted). On the General tab, edit the Lookup as follows: leave the Cache mode as Full cache and the Connection type as OLE DB Connection Manager.
13. On the Connections page, specify the AdventureWorksDW Connection Manager and change the “Use a table or a view” option to [dbo]. [DimSalesTerritory].
14. On the Columns property page (shown in below screen shot), match the columns between the input and lookup table, ensuring that you use the “New” Region and Group column. Match across SalesTerritoryCountry, SalesTerritoryGroupNew, and SalesTerritoryRegionNew. Also return the SalesTerritory Key and name its Output Alias SalesTerritoryKeyNew.
15. Click OK to save your Lookup changes and then drag a Union All
Transformation onto the Data Flow. Connect two inputs into the Union
All Transformation:=>The Lookup Match Output from the original Sales Territory Lookup
=>The Lookup Match Output from the Reacquire SalesTerritory Lookup
16. Edit the Union All Transformation as follows: locate the SalesTerritoryKey column and change the value in the dropdown for the input coming from second lookup to use the SalesTerritoryKeyNew column. This is shown in below screen shot.
17. Click OK to save your changes to the Union All. At this point, your Data Flow should look similar to the one pictured in below screen shot.
These steps described how to handle one data preparation task. When you begin to prepare data for your dimension, chances are good you will need to perform several steps to get it ready for the dimension data changes.
You can use many of the other SSIS transformations for this purpose, described in the rest of the Topic. A couple of examples include using the Derived Column to convert NULLs to Unknowns and the Fuzzy Lookup and Fuzzy Grouping to cleanse dirty data. You can also use the Data Quality Services of SQL Server 2014 to help clean data. A brief overview of DQS is included in Advanced Data Cleansing Topic.
Now you are ready to use the SCD Wizard again, but for the DimEmployee table, you need to handle different change types and inferred members:
1. Continue development by adding a Slowly Changing Dimension Transformation to the Data Flow and connecting the data path output of the Union All to the SCD Transformation. Then double-click the SCD Transformation to launch the SCD Wizard.
2. On the Select a Dimension Table and Keys page, choose the AdventureWorksDW Connection Manager and the [dbo].[DimEmployee] table.
a. In this example, not all the columns have been extracted from the
source, and other destination columns are related to the dimension
change management, which are identified in Step 3. Therefore, not all
the columns will automatically be matched between the input columns
and the dimension columns.
b. Find the EmployeeNationalIDAlternateKey and change the Key Type to
c. Select Next.
3. On the Slowly Changing Dimension Columns page, make the following Change Type designations, as shown in Figure 12-25:
a. Fixed Attributes: BirthDate, HireDate
b. Changing Attributes: CurrentFlag, EmailAddress, FirstName, Gender, LastName, LoginID, MaritalStatus, MiddleName, Phone, SickLeaveHours, Title, VacationHours
c. Historical Attributes: ParentEmployeeNationalIDAlternateKey, SalariedFlag, SalesTerritoryKey
4. On the Fixed and Changing Attribute Options page, uncheck the checkbox under the Fixed attributes label. The result of this is that when a value changes for a column identified as a fixed attribute, the change will be ignored, and the old value in the dimension will not be updated. If you had checked this box, the package would fail.
5. On the same page, check the box for Changing attributes. As described earlier, this ensures that all the records (current and historical) will be updated when a change happens to a changing attribute.
6. You will now be prompted to configure the Historical Attribute Options, as shown in below screen shot. The SCD Transformation needs to know how to identify the current record when a single business key has multiple values (recall that when a historical attribute changes, a new copy of the record is created). Two options are available. One, a single column is used to identify the record. The better option is to use a start and end date. The DimEmployee table has a StartDate and EndDate column; therefore, use the second configuration option button and set the “Start date column” to StartDate, and the “End date column” to EndDate. Finally, set the “Variable to set date values” dropdown to System::StartTime.
7. Assume for this example that you may have missing dimension records when processing the fact table. In this case, a new inferred member is added to the dimension. Therefore, on the Inferred Dimension Members page, leave the “Enable inferred member support” option checked. The SCD Transformation needs to know when a dimension member is an inferred member. The best option is to have a column that identifies the record as inferred; however, the DimEmployee table does not have a column for this purpose. Therefore, leave the “All columns with a change type are null” option selected.
8. This concludes the wizard settings. Click Finish so that the SCD Transformation can build the downstream transformations needed based on the configurations. Your Data Flow will now look similar to the one shown in below screen shot.
As you have seen, when dealing with historical attribute changes and inferred members, the output of the SCD Transformation is more complicated with updates, unions, and derived calculations. One of the benefits of the SCD Wizard is rapid development of dimension ETL. Handling changing attributes, new members, historical attributes, inferred members, and fixed attributes is a complicated process that usually takes hours to code, but with the SCD Wizard, you can accomplish this in minutes. Before looking at some drawbacks and alternatives to the SCD Transformation, consider the outputs (refer to above screen shot) and how they work:
The question marks (?) in the code are mapped to input columns sent down from the SCD Transformation. Note that the last question mark is mapped to the business key, which ensures that all the records are updated. If you had unchecked the changing attribute checkbox in Step 4 of the preceding list, then the current identifier would have been included and only the latest record would have changed.
This dimension is unique, because it has both a StartDate column and a Status column (most dimension tables that track history have either a Status column that indicates whether the record is current or datetime columns that indicate the start and end of the record’s current status, but usually not both). The values for the Status column are Current and , so you should add a second Derived Column to this transformation called Status and force a “Current” value in it. You also need to include it in the destination mapping.
SET [EndDate] = ?
, [Status] = NULL
WHERE [EmployeeNationalIDAlternateKey] = ?
AND [EndDate] IS NULLThis update statement was altered to also set the Status column to NULL because of the requirement mentioned in the new output. Also, note that [EndDate] IS NULL is included in the WHERE clause because this identifies that the record is the latest record.Insert the new version of the dimension record. This is handled by a Union All Transformation to the new outputs. Because both require inserts, this can be handled in one destination. Also note that the Derived Column shown earlier in above screen shot is applicable to the historical output.
What is the difference between this update statement and the update statement used for the changing attribute output? This one includes updates of the changing attributes, the historical attributes, and the fixed attributes. In other words, because you are updating this as an inferred member, all the attributes are updated, not just the changing attributes.
As you have seen, the SCD Transformation boasts powerful, rapid development, and it is a great tool to understand SCD and ETL concepts. It also helps to simplify and standardize your dimension ETL processing. However, the SCD Transformation is not always the right choice for handling your dimension ETL.
Some of the drawbacks include the following:
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