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Import entities

Entities can be imported into Designer with a CSV or a JSON format. This article focuses on the CSV format which is the recommended and common way of importing entities.


See also:


Tutorials

See the below video for a quick tutorial on how to import entities.

https://youtu.be/gbeDoEZrz8Y

Usage

Import Entities menu is located in the Designer front page next to the package list:

Prepare an import file in the given format to add new entities or export an existing entity/package to make changes to existing entities. Import the file in the Import Entities menu.

Generate an entity import file from a source system)
Streamline the entity import process by designing a query into the information schema of a source system database that produces a compatible entity import file. An example repository for these queries can be found from Github.


CSV format

Basic requirements

  • Header row is mandatory

  • No extra whitespace between columns

  • Allowed column delimiters:

    • comma: ","

    • semicolon: ";"

    • pipe: "|"

  • Allowed encoding:

    • UTF-8 (with or without BOM)

  • Allowed end of line characters

    • Windows: CR LF

    • Unix: LF


Columns

Column

Description

Required

package_name

Package name where entity is placed

Yes*

entity_dv_source

Source system name

Yes*

datatype_dbms_product

Database management system product from which the import is generated. Attribute datatype definitions are DBMS specific. Default supported values: MS_SQL, MS_SQL_DW, MYSQL, ORACLE, POSTGRESQL, AMAZON REDSHIFT, SNOWFLAKE, AGILE_DATA_ENGINE.

Yes

entity_uuid

Entity unique identifier. Useful when making changes to existing entities. Changing the name of an existing entity requires the use of entity_uuid.

No

entity_schema

Database schema name

Yes

entity_logical_name

Entity logical name. Logical name does not contain prefixes and/or suffixes (e.g. "H_" for HUBS, "F_" for FACTS...) configured in CONFIG_ENTITY_DEFAULTS.

Yes

entity_type

Default supported values: SOURCE, STAGE, HUB, SAT, SAT_C, S_SAT, S_SAT_C, LINK, PIT, BRIDGE, REF, DIM, FACT, FLAT, LOGICAL, GENERIC.

Yes

entity_physical_type

Supported values: TABLE, VIEW, MATERIALIZED_VIEW, METADATA_ONLY

No

entity_description

Entity description/comment

No

entity_is_soft_deleted

Supported values: Y, N or 1, 0

No

attribute_uuid

Attribute unique identifier. Useful when making changes to existing attributes. Changing the name of an existing attribute requires the use of attribute_uuid.

No

attribute_name

Attribute name

Yes

attribute_datatype

Datatype with selected datatype_dbms_product. See list of supported data types in Import Entities menu. Edit datatypes with CONFIG_DATATYPES.

Yes

attribute_length

Defines attribute length/size for specific data types such as strings. Must be left empty for other data types.

Yes**

attribute_precision

Defines the number of digits in a number for fixed-point numeric data types. For example, the number 1234.56 has a precision of 6. Must be left empty for other data types.

Yes**

attribute_scale

Defines the number of decimals in a number for fixed-point numeric data types. For example, the number 1234.56 has a scale of 2. Must be left empty for other data types.

Yes**

attribute_nullable

Defines if the attribute accepts null values. Supported values: Y, N or 1, 0

Yes

attribute_position

Defines the ordinal position of the attribute in the entity. Note that depending on the target database management system, changing the attribute order in an existing entity might not have an effect unless FORCE RECREATION is used.

Yes

technical_attribute_type

System attribute type that can have transformations and load automation patterns related to it. See TECHNICAL_ATTRIBUTE_TYPE.

No

attribute_description

Attribute description/comment

No

attribute_compression_type

AMAZON REDSHIFT ONLY: Encoding type for attribute, see Amazon Redshift documentation for further information.

No

attribute_is_soft_deleted

Supported values: Y, N or 1, 0

No

attribute_default_value

Defines a default value or expression for an attribute.

No

attribute_collation_value

Collation definition, see COLLATION VALUE.

No

attribute_masking_policy

Attribute MASKING POLICY

No

primary_key_name

Primary key name, if the attribute is part of a primary key.

No

primary_key_position

Ordinal position of the attribute in a primary key, if the attribute is part of a primary key.

No

foreign_key_name

Foreign key name, if the attribute is part of a foreign key.

No

foreign_key_parent_entity_schema

Foreign key's referenced entity's schema name, if the attribute is part of a foreign key.

No

foreign_key_parent_entity_name

Foreign key's referenced entity's name, if the attribute is part of a foreign key.

No

foreign_key_parent_entity_attribute_name

Foreign key's referenced entity's attribute name, if the attribute is part of a foreign key.

No

foreign_key_position

Ordinal position of the attribute in a foreign key, if the attribute is part of a foreign key.

No

* At least one is required.

** Depends on the datatype.


Notes

Source system is defined with the following attributes:

  • dv_source or entity_dv_source (CSV)

  • dvSource (JSON)

However, the import will fail if there are:

  • Any entities using source systems that do not exist

  • Any non-deleted entities (e.g. a restore attempt) using source systems that are deleted


Examples

Entity import queries

Example entity import queries for different databases can be found from Github.

Entity import scripts

Example entity import scripts for detecting schema from CSV files can be found from Github.

Import file example

STG_TRIPDATA_GREEN staging table and attributes:

entity_import_STG_TRIPDATA_GREEN.csv

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