Reference data – the common lookup tables that drive many data warehouses – often has no clear home in an organisation. It usually gets dumped in spreadsheets, XML files or text files, and ends up in a mess. Recently we’ve found that SharePoint Online makes a great repository for DW reference data. It can be managed and maintained in a clean, multi-user environment, then neatly integrated into the data warehouse.

This was supposed to be a post about the relative merits of SharePoint and Google Sheets for the maintenance of reference data. Unfortunately, Google’s approach to browser-based OAUTH authentication doesn’t play well on servers, so we’re temporarily shelving Google Sheets as an Ajilius data source until we figure out a workable solution.

On with SharePoint!

Adding a SharePoint Online data source to Ajilius is a breeze. Simply enter your site, user name and password:

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Refresh your SharePoint metadata, and you’ll see the libraries, lists and other data sources that can be loaded into Ajilius. Here we’ve created a simple list in which we can maintain details of public holidays.

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You’ll notice that there are many metadata columns added by SharePoint. In fact, we’re only interested in three columns, and we’ll clean that up once we’ve imported the metadata.

Import your metadata just like any other Ajilius data source, by selecting the Load Metadata option from the context menu for the SharePoint.PublicHolidays table. Here is the screen to complete the metadata:

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When added, you’ll see a screen like this, showing the columns for which metadata has been imported:

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Let’s clean up those extra columns we don’t need. Click the Change link at the top of the right-hand panel, and you’ll be taken to the column list.

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We’re going to use the Delete link, highlighted in the previous picture, to quickly delete a large number of columns from the table. When you click it, you will see a simplified form of the column mapper. You can choose to delete a column by changing the drop-down to Delete, either by selection, or most browsers support simply tabbing into the drop-down and pressing the ‘D’ key to set the value.

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When you’ve deleted the columns you don’t need, you should be left with a Date, Store and Title column. Clean up their metadata with some better descriptions, set the Date and Store as business keys to the table, and it should look like this:

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Next, use the Scripts option from the load_public_holiday context menu, and Create and Load your new table. Here is how your screen should look after loading the data.

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And when we view the data, we can see that it has been successfully loaded from our source in SharePoint Online.

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SharePoint Online makes a great multi-user tool for managing the small reference data sets that often get overlooked in the data warehouse governance process. Ajilius now includes a SharePoint connector as a standard feature, at no additional cost.

Ajilius. Now with SharePoint.

 

 

 

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