Dataphin:Manage Effective Mapping Relationships

Permissions

• A super administrator, a data standard administrator, or the owner of a standard in a mapping relationship can mark a confirmed mapping as invalid, remove the mapping, configure quality monitoring rules, or add new mappings.

• A super administrator or a data standard administrator can configure landing compliance assessment tasks for all manually added mapping relationships. They can also view the operational logs for those tasks.

Access Effective Mapping Relationships

1. On the Dataphin homepage, in the top menu bar, choose Administration > Standard.

2. In the navigation pane on the left, choose Landing Assessment > Mapping. On the Mapping page, click the Effective Mapping tab.

View Effective Mapping Relationships

The effective mapping relationships list shows links between data standards and asset objects. These links are either auto-generated based on configured landing-mapping rules or manually added. You can view them from two perspectives: Group by Asset and Expand All.

Effective Mapping Details List

You can view detailed mapping information when using the Group by Asset view.

Add a Mapping Relationship

1. On the Effective Mapping tab, click the Add Mapping button in the upper-right corner.

2. In the Add Mapping dialog box, configure the parameters.

   Parameter	Description
   Data Standard	Select the data standard that the asset object must map to. You can only select standards that are active and that you have permission to manage.
   Object Type	Select Column or Metric. Column: Includes all fields in Dataphin data tables. Metric: Includes derived metrics, derivative metrics, and registered metrics from logical aggregate tables.
   Data Table	Select a data table based on the object type. Click the Filter icon to filter tables by business unit or project and table type. If the object type is Column, the table owner can select all tables they have access to. A project administrator can select physical tables, logical dimension tables, logical fact tables, physical views, materialized views, and logical views in their project. If the object type is Metric, select only logical aggregate tables. Super administrators and standard administrators can select all assets.
   Column/Metric	Select the asset object based on the object type. Column: Select the column from the data table to map to the data standard. Metric: Select the metric from the data table to map to the data standard. Only metric owners can select metrics they have access to.

3. Click OK to validate the asset permissions for this mapping and check whether it already exists in the invalid mapping list.

   • If validation passes, the mapping is added.

   • If validation fails, view the error reason in the Mapping Addition Result dialog box.

     If the mapping already exists in the invalid mapping list, choose Skip or Mark as Valid.

Manage Effective Mapping Relationships

You can perform different actions on assets or objects depending on the view—Group by Asset or Expand All. See the table below.

Configure Quality Monitoring

In the Group by Asset view, configure quality monitoring rules for all mapped objects (such as columns) in an asset (such as a data table) at once. This saves time and effort.

In the Expand All view, focus on a single asset object. Then apply quality monitoring rules from all data standards linked to that object.

The configuration steps are nearly identical in both views. The only difference is the scope of available monitoring rules. The example below uses the asset-level approach.

1. Click the Configuration Quality Monitoring icon in the Actions column to open the Configuration Quality Monitoring panel.

2. In the Configure Quality Monitoring dialog box, you can reference Data Standard Monitoring. The system also shows any quality monitoring rules already configured for this asset in other modules.

   • Data Standard Monitoring

     1. On the Data Standard Monitoring tab, click Create Data Standard Monitoring.

        

     2. In the Create Data Standard Monitoring dialog box, select the data standard monitoring rule to reference.

     3. Click Confirm Add to finalize the reference data standard monitoring rules.

        In the Data Standard Monitoring list, you can schedule, enable or disable, view, edit (name, strength, description), or delete monitoring rules.

        Note

        • After referencing, you cannot change the rule’s core settings. You can still configure scheduling or adjust rule strength.

        • You can filter standard rules by Validity, Uniqueness, Completeness, or Stability. Or search by rule name.

        • In the reference dialog box, you can set the schedule, rename the rule, adjust strength, enable or disable it, or click the standard code to view standard details.

        • Click the icon in the Actions column to view the quality rule.

        • Editable fields vary by where the quality rule was created. For details, see Edit Quality Rules.

   • Other Quality Rules

     This list shows quality rules configured elsewhere for the current asset. It helps avoid duplicates that waste resources or cause conflicts.

     1. In the Configure Quality Monitoring dialog box, select Other Quality Rules.

        

     2. On the Other Quality Rules tab, click Go to Quality Monitoring.

        This opens the asset’s rule details page in the Asset Quality module. To create a new rule, see Create Data Table Quality Rules.

        In the Other Quality Rules list, you can schedule or view monitoring rules.

Unsuccessful Bid Evaluation Configuration

Landing compliance assessment configuration lets you schedule automatic checks for manually added effective mapping relationships. It generates assessment details. Also, when the task runs, it updates the execution results for quality monitoring rules configured in the Data Standard module.

1. On the mapping relationships list page, click Non-compliance Evaluation Configuration in the upper-right corner to open the Edit Non-compliance Evaluation Configuration dialog box.

2. In the Edit Landing Compliance Assessment Configuration dialog box, configure the parameters.

   Parameter	Description
   Schedule Assessment	When enabled, manually added effective mapping relationships are assessed at the scheduled time. When disabled, no assessment runs.
   Assessment Time	Based on the configured assessment time, the system performs non-compliance assessments on a scheduled basis. You can select Daily, Weekly, or Monthly.

3. Click OK to save the landing compliance assessment configuration.

View Lost Bid Evaluation run records

1. On the effective mapping relationships list page, click the dropdown arrow next to Landing Compliance Assessment Configuration, then click Landing Compliance Assessment Run Records to open the Landing Compliance Records – Manual Mapping dialog box.

2. In the Landing Compliance Records – Manual Mapping dialog box, view run records for manual mappings. Columns include ordinal number, start time, end time, and task status. Click the View icon in the Actions column to view the operational log for a manual mapping.