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Understanding the EPM Lineage Spreadsheets

The EPM lineage spreadsheets provide information about the ETL jobs that are delivered with the EPM warehouses. The spreadsheets act like a reverse-engineering tool or family tree; they enable you to view the ancestry of source, target, and lookup tables and their relevant ETL jobs. Each spreadsheet provides lineage information for a single warehouse. The following table lists the lineage spreadsheets that are currently available:

Lineage Spreadsheet Filename

Warehouse

ETL_CS_Lineage_Spreadsheet.xls

Campus Solutions Warehouse

ETL_CRM_Lineage_Spreadsheet.xls

CRM Warehouse

ETL_FMS_Lineage_Spreadsheet.xls

FMS Warehouse

ETL_HCM_Lineage_Spreadsheet.xls

HCM Warehouse

ETL_SCM_Lineage_Spreadsheet.xls

SCM Warehouse

By using the spreadsheets, you can:

Spreadsheet Structure

Each EPM lineage spreadsheet includes several worksheets. The following table provides a description of each worksheet, by name, listed in the order in which it appears:

Worksheet

Description

Template

This worksheet contains overview information, a legend, and a definition of the columns used in the worksheets.

Setup

This worksheet contains ETL lineage information for all of the setup and staging jobs required for the warehouse.

Com Dims

This worksheet contains ETL lineage information for the common dimension jobs required for the warehouse.

Utils

This worksheet contains ETL lineage information for the currency conversion jobs required for the warehouse.

Global Dims

This worksheet contains ETL lineage information for the global dimension jobs required for the warehouse.

Local Dims

This worksheet contains ETL lineage information for the local dimension jobs required for the warehouse.

<Data Mart>

For example: GL & Profitablity, ESA, Campus Community, and so on.

This worksheet contains ETL lineage information for the jobs required for a specific data mart.

Note: Each spreadsheet includes several data mart worksheets.

Dynamic_Lineage_Generator

This worksheet provides a macro that enables you to enter the name of an ETL job and automatically generate a list of the complete lineage for that job.

JobOrder

This worksheet is an extension of the Dynamic_Lineage_Generator worksheet. It displays the order in which jobs need to be run.

Column Descriptions

The following table provides descriptions of the columns in the worksheets.

Column

Description

Sequencer Job

The name of the job sequencer, which is responsible for invoking and running other ETL server jobs.

Server Job

The name of the server job that is called by the job sequencer.

Server Job Category

The location of the server job in the IBM WebSphere DataStage project.

Target Table

The name of the target table used in the server job.

Target Update Action

The target load strategy for the server job.

Source Table

The name of the source table used in the server job.

Source Extraction Type

The type of extraction from the source table in the server job (for example, incremental date time or cyclical redundancy check).

Lookup Tables

The name of the lookup tables that are used in the server job. Lookups can be hashed files or direct DRS lookups. The lineage information captures the table names from which the hash files are populated and the table names for the direct DRS lookup.

Setup Jobs

The name of the setup job that populates the source and/or the lookup table.

Setup Sequencer Job

The name of the job sequencer that calls the setup server job.

MDW

The name of the MDW server job. This column has an entry if the source table or lookup table is populated from an MDW server job.

MDW Sequencer

The name of the MDW sequence job.

OWS

The name of the OWS server job. This column has an entry if the source table or lookup tables are populated from an OWS server job.

OWS Sequencer

The name of the OWS sequence job.

OWE

The name of the OWE server job. This column has an entry if the source table or lookup tables are populated from an OWE server job.

OWE Sequencer

The name of the OWE sequence job.

EPM Foundation

The application or EPM foundation setup page that populates the source table or the lookup table, such as Global Consolidations, Dimension Mapper, or setup PIA pages.

Category

The categories in which the setup jobs, MDW jobs, OWS jobs or OWE jobs are placed.

Comments

Any additional comments, if applicable.

Note: The spreadsheet does not contain lineage details for OWE jobs and Tree jobs, except for the GL&Profitability Mart of the FMS warehouse, which does include lineage information for OWE jobs.