Data Transformation

You can use Data Transformation when you always have the same types of corrections to make (for example, LBS. to LB, MR. to Mr., United States to US, etc.). This process can also be used for transformation of nomenclature (customer ID, Salesrep ID, etc.).

The transformations are different from one ERP to another.

To transform data:

1. In DataSync, map the values using the One to One Transformations dialog box as described in Adding a Transformation Group:

   • You can create a transformation group or add values to an existing transformation group.

   • If you have an Excel file with a predefined mapping, you can drag and drop your file into the dialog box.

   • You can also import values from the source file using the icon on the upper right-hand corner.

   

   Note:  If there are many migrations to perform with the same transformations, you can customize the template and export it and then import it for the next customer migration.

2. In DataSync, run Extraction 1 again to bring the new data back to the Staging tables.

   1. Select the extraction from the list and click the Run Extraction Now icon.

   2. Click Run.

   

3. In the Web Interface, use the Load Data to FINAL and HIST Tables data model to refresh the tables.

   Run the Load to Respective Table process as described in Loading Data to the Tables.