A data standard is used to manage the values of fields that have the same meaning but different names in a centralized manner. A data standard can also be used to define the value range and measurement unit for these fields. If changes are made to a data standard, you can quickly identify and modify tables that contain fields defined in the data standard. This significantly improves data application efficiency and data accuracy. This topic describes how to create and delete a data standard.

Background information

Data standards are also known as data dictionaries. DataWorks allows you to use data standards to manage the values of fields that have the same meaning but different names in all your tables. You can associate a lookup table with a data standard to determine the value range of fields that are defined in the data standard. You can also define a measurement unit for the fields. If changes are made to a data standard, you can quickly identify and modify tables that contain fields defined in the data standard. This significantly improves data development and application efficiency, data accuracy, and the data governance effect.

Example:

A registration table and a logon table are created. Both tables store member IDs. The registration table uses the user_id field to store member IDs. The logon table uses the userid field to store member IDs. The two fields have the same meaning but different names. In this case, the member IDs are difficult to manage.

Solution:

Create a data standard for member IDs before you create the tables. When you create a registration table and a logon table, apply the data standard to the user_id and userid fields in the two tables. When you analyze data, you can use the created data standard to find all associated fields in different tables. This significantly improves data application efficiency and data accuracy.

Hierarchical relationship

  • You must create a data standard in a root directory, subdirectory, or data standard set.
    • A root directory is the top-level directory in a system. All subdirectories, data standard sets, and data standards can only be stored in the root directory.
    • A subdirectory is used to store data standard sets and data standards. A subdirectory is similar to a folder in an operating system.
    • A data standard set is similar to a subdirectory. However, a data standard set stores only data standards.
  • You can configure a parent data standard for data standards. The configurations of the parent data standard can be applied to the data standards. For example, the configurations of a member ID standard can be applied to both a buyer ID standard and a seller ID standard.

Create a directory and a data standard set

  1. Go to the Dimensional Modeling page.
  2. Go to the Data Standard page.
    In the top navigation bar of the Dimensional Modeling page, click Data Standard.
  3. Create a root directory.
    1. In the Data Standard pane of the Data Standard page, click the Plus sign icon and select Create Root Directory.
    2. In the Create Root Directory dialog box, configure Name and click OK. Create Root Directory
      The name cannot exceed 128 characters in length and can contain lowercase letters, digits, and underscores (_). The name must start with a lowercase letter.
    3. After the root directory is created, you can view the root directory in the Data Standard pane.
  4. Optional:Create a subdirectory.
    1. In the Data Standard pane, find the created root directory.
    2. Right-click the name of the root directory and select Create Subdirectory.
    3. In the Create Subdirectory dialog box, configure Name and click OK. Create Subdirectory
      The name cannot exceed 128 characters in length and can contain lowercase letters, digits, and underscores (_). The name must start with a lowercase letter.
  5. Optional:Create a data standard set.
    1. In the Data Standard pane, find the created root directory or subdirectory.
    2. Right-click the directory name and select Create Data Standard Set.
    3. In the Create Data Standard Set dialog box, configure Name and click OK. Create Data Standard Set
      The name cannot exceed 128 characters in length and can contain lowercase letters, digits, and underscores (_). The name must start with a lowercase letter.

Create a data standard

  1. In the Data Standard pane, find the created directory or data standard set.
  2. Right-click the name of the directory or the data standard set and select Create Data Standard.
  3. In the Create Data Standard dialog box, configure the parameters.
    Create Data Standard
    Parameter Description
    ID The ID of the data standard. You can customize an ID based on your business requirements.

    The ID cannot exceed 64 characters in length and can contain letters, digits, and underscores (_). The ID must start with a letter.

    Abbreviation The abbreviation of the name for the data standard.

    The abbreviation cannot exceed 128 characters in length and can contain lowercase letters, digits, and underscores (_). The abbreviation must start with a lowercase letter.

    Name The name of the data standard.

    The name cannot exceed 2,048 characters in length and can contain letters, digits, underscores (_), and ampersands (&). The name must start with a letter or digit.

    Display Name The display name of the data standard.

    The display name cannot exceed 2,048 characters in length and can contain letters, digits, underscores (_), ampersands (&), and parentheses (). The name must start with a letter or digit.

    Data Type The data type of fields that use the data standard. Valid values:

    BIGINT, DOUBLE, DECIMAL, STRING, DATETIME, and BOOLEAN.

    Length The maximum number of digits in the values of fields that use the data standard.

    For example, if you specify the DECIMAL data type, the value of this parameter is 20 in DECIMAL(20,4).

    Precision The number of decimal places that you want to retain in the values of fields that use the data standard.

    For example, if you specify the DECIMAL data type, the value of this parameter is 4 in DECIMAL(20,4).

    Not Empty Specifies whether the values of fields that use the data standard can be empty. By default, this check box is not selected.
    Default Value The default value of fields that use the data standard. The value of the Default Value parameter cannot exceed 2,048 characters in length.
    Business Definition The business definition of the data standard. The value of the Business Definition parameter cannot exceed 2,048 characters in length.
    Directory The directory in which the data standard is stored. The value of the Directory parameter can be a root directory, subdirectory, or data standard set.
    Parent Data Standard You can configure an existing data standard as the parent data standard of the data standard. This way, you can identify the association between fields in an efficient manner.

    For example, both buyer IDs and seller IDs are member IDs. In this case, you can configure the member ID standard as the parent data standard of the buyer ID standard and the seller ID standard.

    Referenced Lookup Table You can select a lookup table to define the value range of fields that use the data standard. For more information, see Lookup table.

Delete a data standard, data standard set, subdirectory, or root directory

  • Delete a data standard
    Note To delete a data standard that is associated with fields in different tables, you must cancel the association first.
    1. Find the data standard set or the directory in which the data standard you want to delete is stored.
    2. In the data standard list that appears, find the data standard and click Delete in the Actions column. In the Delete message, click OK.
  • Delete a data standard set, subdirectory, or root directory

    In the Data Standard pane, right-click the name of the data standard set, subdirectory, or root directory that you want to delete and select Delete. In the Delete message, click OK.

    Note To delete a data standard set, subdirectory, or root directory, you must delete the objects in the data standard set, subdirectory, or root directory first.

What to do next

When you configure fields for fact tables and dimension tables, you can associate fields with the created data standard. For more information, see Publish and manage a table.