Data Hub Concepts and Architecture

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Questions and Answers

What is one of the main advantages of using a Data Hub?

  • Higher storage capacity
  • Single source of truth (correct)
  • Real-time processing speed
  • Increased manual entry

A Data Hub should be built as the last model in data architecture.

False (B)

What is the function of data validations in a Data Hub?

To ensure all data is correct and valid before reaching the spoke model(s).

The Data Hub stores all __________ data from the source system.

<p>transactional</p> Signup and view all the answers

Match the following components with their descriptions:

<p>Data Validation = Ensures data accuracy before reaching other models Model Connectivity = Allows automation of data loading and transfers Single Source of Truth = Consolidates data to prevent duplication Granularity = Levels of data detail in models</p> Signup and view all the answers

Which of the following tools can be used for model connectivity to the Data Hub?

<p>Anaplan Connect (B)</p> Signup and view all the answers

The Data Hub can only load data once a year.

<p>False (B)</p> Signup and view all the answers

What is the purpose of exporting data from the Data Hub to spoke models?

<p>To provide the summarized data needed for planning and analysis.</p> Signup and view all the answers

What type of data should be stored in a Transactional module?

<p>Transactional data only (B)</p> Signup and view all the answers

SYS modules are associated with time.

<p>False (B)</p> Signup and view all the answers

What advantage does using formulas to derive data from custom code provide?

<p>It increases data load performance.</p> Signup and view all the answers

Export modules aggregate data to the specified granularity, such as __________.

<p>month</p> Signup and view all the answers

Match the modules with their appropriate descriptions:

<p>Transactional = Stores time-series transactional data System = Stores non-time-dependent metadata Export = Aggregates data to specified granularity Load Data = Triggers change log and processes additional actions</p> Signup and view all the answers

What is a characteristic of the SYS module?

<p>It stores attributes that do not change over time. (D)</p> Signup and view all the answers

Loading all data into the spoke model is more efficient than loading only the necessary granularity.

<p>False (B)</p> Signup and view all the answers

Why is it beneficial to turn off summaries on line items in a Transactional module?

<p>To keep the size down and focus only on transactional data.</p> Signup and view all the answers

Which of the following statements is true regarding the use of properties in transactional lists?

<p>Only Display Name should be defined as a property on transactional lists. (B)</p> Signup and view all the answers

Using a combination of properties to make a record unique is advised in order to decrease the list size.

<p>True (A)</p> Signup and view all the answers

What should be the primary goal when defining properties on transactional lists?

<p>To avoid defining any properties except for Display Name.</p> Signup and view all the answers

Transactional lists often contain millions of unique _______ to manage data effectively.

<p>IDs</p> Signup and view all the answers

What is the recommended suffix for naming a flat list to distinguish it from a hierarchical list?

<ul> <li>Flat (C)</li> </ul> Signup and view all the answers

It is advisable to use transactional amounts alongside dates to define unique records in transactional data.

<p>False (B)</p> Signup and view all the answers

Name two examples of flat lists.

<p>Products and Employees.</p> Signup and view all the answers

Match the following list types with their characteristics:

<p>Transactional Lists = Contain millions of IDs with several properties defined Flat Lists = Not part of a hierarchy; records grouped in a list Model Builder Best Practice = Define only Display Name for lists Optimal Code Usage = Use concatenated codes to decrease list size</p> Signup and view all the answers

What is the primary reason for not having hierarchies built in the Data Hub?

<p>To ensure optimal performance (A)</p> Signup and view all the answers

The Data Hub is intended for users to directly access analytical modules.

<p>False (B)</p> Signup and view all the answers

What is the recommended practice for building lists in relation to the Data Hub?

<p>Build lists from views within a module.</p> Signup and view all the answers

If you know you will have to do a lot of transformations on your data, consider creating a Data __________ model.

<p>Validations</p> Signup and view all the answers

Which of the following actions should not be performed during the nightly data load process?

<p>Delete and reload data (A)</p> Signup and view all the answers

Match the reasons with their descriptions:

<p>Cluttered Data = Complicates data management Spoke Models = Pull data from Data Hub lists Hierarchies = Used only for validation purposes Data Validations Model = Cleans data before it goes to Data Hub</p> Signup and view all the answers

Building lists using __________ is considered best practice to improve clarity and performance.

<p>views</p> Signup and view all the answers

What occurs when a certain threshold is surpassed during data processing in the model?

<p>The model requires a save.</p> Signup and view all the answers

What happens to data when using Anaplan Connect?

<p>Data gets zipped (C)</p> Signup and view all the answers

Using a browser results in compressed data when loading transactions into Anaplan.

<p>False (B)</p> Signup and view all the answers

How much faster is the good way of loading data compared to the bad way, according to Jared?

<p>90%+ faster</p> Signup and view all the answers

The annual budget is developed in Anaplan using a __________ spoke.

<p>Budget</p> Signup and view all the answers

What is advised regarding data flow from the Budget model to the HUB?

<p>Use direct data from the Budget model (D)</p> Signup and view all the answers

Match the following components with their purpose:

<p>Budget = Development of annual budget HUB = Centralized data storage Spoke = Incorporates specific data handling Variances = Analysis of budget differences</p> Signup and view all the answers

It is beneficial to flatten data in the Budget spoke for data flow into the HUB.

<p>False (B)</p> Signup and view all the answers

What should you focus on when using a Budget spoke for data entry?

<p>Bring in only the data that is needed aggregated at the correct level</p> Signup and view all the answers

What is a primary goal when validating data in the Data Hub?

<p>To ensure only validated data is imported into models (B)</p> Signup and view all the answers

It is recommended to import data with known issues into your downstream models.

<p>False (B)</p> Signup and view all the answers

What process is mentioned for ensuring totals in the Data Hub match those in end models?

<p>Reconciliation process</p> Signup and view all the answers

In the reconciliation process, one common method is to set up a responsible person to check totals in both _____ and end models.

<p>Data Hub</p> Signup and view all the answers

Match the following terms with their descriptions:

<p>Data Hub = Central repository for data processing Reconciliation Process = Ensures consistent totals between systems Validation = Verifying data accuracy before import NewUX = User interface allowing model interactions</p> Signup and view all the answers

According to the discussion, what should be pulled over from the Data Hub to the spoke model for comparison?

<p>Total figures only (A)</p> Signup and view all the answers

Hierarchies should be present in the Data Hub.

<p>False (B)</p> Signup and view all the answers

What does the abbreviation 'DATA01' refer to in the context?

<p>Data module for validation</p> Signup and view all the answers

Flashcards

Data Hub

A central model in Anaplan that serves as the single source of truth for all transactional data. It stores and validates data from the source system, ensuring accuracy and consistency before it's used by other models.

Anaplan Connect

A powerful tool that enables automation of data loading into the Data Hub and data transfer to other Anaplan models.

Data Validations

The process of verifying the correctness and validity of data before it's used in other models. Ensures accurate calculations and consistent results.

Spoke Model

A model in Anaplan that accesses data from the Data Hub and uses it to perform specific analysis or planning tasks. It's often connected to the Data Hub for data updates.

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Exporting Data

The process of transferring data from the Data Hub to spoke models. This can be done manually or using automation tools.

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Data Refresh

The automated process of updating data in the Data Hub on a regular schedule (e.g., daily, weekly, monthly). Ensures the Data Hub has the latest information.

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Modules and Views

This includes lists, hierarchies, and modules that are used in various Anaplan models. Storing them in the Data Hub ensures consistency and reduces redundancy.

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Source System (EDW)

The primary source of data that feeds the Data Hub. Typically an enterprise-wide data warehousing system.

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Transactional Module

A module in the Data Hub that stores transactional data by time intervals (e.g., daily, weekly, monthly). It only contains transactional data and should not have any line item summaries.

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System (SYS) Module

A module in the Data Hub that stores metadata or attributes about data items that don't change over time, such as employee start dates or mapping information. It's independent of time.

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Export Module

A module in the Data Hub that aggregates data from the source system to a specific granularity (e.g., monthly, quarterly, yearly) needed by spoke models. This allows for efficient data loading.

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Source System

The primary source of data that provides raw information to the Data Hub. It can be an enterprise data warehousing system, like Snowflake or Teradata.

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Data Compression

The process of compressing data before it is transferred to Anaplan. This helps reduce the size of the data and improve efficiency.

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Anaplan Connect Data Loading

Using Anaplan Connect to load data into Anaplan, where the data is automatically compressed during the transfer, resulting in faster and more efficient loading.

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Browser Data Loading

Using a web browser to load data into Anaplan, where data is not automatically compressed during the transfer. This can lead to slower loading times and potentially larger file sizes.

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Shared Modules and Views

Modules and Views are a collection of lists, hierarchies, and modules used in Anaplan models. Storing them in the Data Hub ensures consistency and reduces redundancy across the platform.

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What is the Data Hub?

A central model in Anaplan that serves as a single, trustworthy source for all transactional data. It ensures accuracy and consistency before transferring information to other modules.

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What are Spoke Models?

Modules that utilize data from the Data Hub for specific analyses or planning tasks. They often connect with it for data updates.

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What is Data Validation?

The process of verifying data's accuracy and correctness before it's used in other models. It ensures consistent results and accurate calculations.

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Why avoid clutter in the Data Hub?

Keep data clean and clutter-free in the Data Hub to maintain optimal performance and make it easier for administrators to understand the stored information.

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Why build lists from views?

Always build lists from views within a module to leverage filters when importing data, as importing directly from lists in the Data Hub lacks filtering capabilities.

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How to handle dirty data?

Instead of deleting and reloading data in the Data Hub, focus on creating clean data through a separate model. This approach reduces unnecessary processing time and keeps the hub optimized.

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Why limit hierarchies in the Data Hub?

Avoid storing hierarchical lists within the Data Hub due to potential clutter and complexities. They are better suited for validation purposes only to ensure consistency across different sources.

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Why avoid placing analytical modules in the Data Hub?

Analytical modules should not be placed within the Data Hub, as end users generally don't interact directly with it. This separation keeps the data hub focused on its primary function: storing and validating data.

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What are flat lists?

These are the lists in Anaplan that are not part of a hierarchy and simply group records. They are often called 'legends' or 'anchors' for metadata about a unique record. Examples include products, companies, and cost centers.

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What is the recommended practice for incorporating Cost Center and Account in transactional data?

This practice involves combining the codes of Cost Center and Account into a single code. It's recommended to use code instead of properties for better model performance.

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When are properties recommended to be used on lists?

While properties are used for display names, they should not be defined on any other lists, including transactional lists. This helps avoid memory inflation and improves performance.

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Why is it not recommended to use multiple properties for creating unique records in a transactional list?

Using a combination of properties, such as date/period and transactional amount, to uniquely identify records can lead to exponential list size growth. Building a custom code for unique identification is more efficient.

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What are transactional lists?

Lists that contain millions of transactional IDs with several defined properties. They often require efficient data management techniques to avoid performance issues.

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What is the ETL medium?

The strategy employed for loading data into Anaplan. Considerations include Anaplan Connect, 3rd party tools, or custom REST APIs, taking into account the company's internal expertise.

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What are Flat Lists?

These are the lists in Anaplan that store data about a unique record, with the only property typically being a Display Name.

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What is the recommended convention for naming flat lists?

It is recommended to name flat lists with the suffix 'Flat' or '- Flat'. This helps to identify whether the list is part of a hierarchy or flat list.

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Data Reconciliation

The concept of ensuring that data in the Data Hub accurately reflects the same information present in downstream models, typically through comparison of total values.

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Centralized Data Validation

The strategy of performing data validation primarily within the Data Hub and its associated modules, aiming to only allow validated data to be used by downstream models.

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Data Exporting

The process of transferring data from the Data Hub to spoke models, ensuring that the latest version of validated information is available for analysis and planning.

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Total Comparison for Reconciliation

The practice of bringing over just the summarized totals (not individual transactions) from the Data Hub to the spoke model for comparison, simplifying the reconciliation process.

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NewUX for Reconciliation

A technique for reconciling data by creating Anaplan pages displaying data from different models (including the Data Hub and spoke models) to visually compare totals and identify discrepancies.

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Study Notes

OEG Best Practice: Data Hubs

  • Data Hubs are models that store transactional data from source systems, ensuring data accuracy and providing a single source of truth.
  • Key advantages of a Data Hub include:
    • A single source of truth for transactional data.
    • Data validation before being loaded into spoke models.
    • Improved performance when loading data from a model versus a file.
    • The ability to aggregate data to different granularities (e.g., daily to monthly).

Data Hub Definition

  • A Data Hub is a central model containing transactional data from various source systems.
  • Four key sections of a Data Hub definition include use cases, model connectivity, functions, and team roles.
  • Use cases: The Data Hub is designed to be the initial model, used for single or multiple uses on a regular schedule (like daily, weekly).
  • Model connectivity: Utilizes tools like Informatica Cloud, Dell Boomi, Mulesoft, or SnapLogic, or an API to automate data transfer.

Anaplan Architecture with a Data Hub

  • Several architectures are possible, depending on workspace structure and security needs.
  • Master Hub Model (across workspaces): The Data Hub is housed in its own workspace, separating it from other models and adding a security layer. This is the recommended approach.
  • Master Hub Model (within a workspace): The Data Hub is within the same workspace as spoke models.
  • Multiple Data Hubs: More than one data hub can be used, for example when needed, in a workspace.

Factors to Consider when Implementing a Data Hub

  • User stories: Understand the types of data needed, granularity, historical data requirements, and system capabilities.
  • Source systems: Identify the source systems and data needs along with the preparation for file specifications.
  • Data Validation: The Data Hub should ensure data quality through checks, transformations, or other procedures.
  • Exporting to spoke models: Data Hub exports data to specific spoke models based on requirements and ensures consistent data presentation.

Loading data vs. Formulas in SYS Modules

  • Loading data is often slower than using formulas in SYS modules, particularly with large data volumes.
  • Loading data triggers change logs, recording every action in the model history.
  • Formulas, if correctly constructed, can be faster for retrieving data than loading and then filtering.

Exporting data to spoke models

  • Export modules aggregate data to the appropriate granularity; this improves Spokes Model loading.
  • Data transformation functions can be used to map, consolidate, and transform data for accurate loading into spoke models (this optimizes format).
  • Spoke models avoid loading raw data and instead load the appropriate granular format.

Tips and Tricks

  • Avoid hierarchies in the hub.
  • Do not delete and reload lists inside the hub (this affects performance).
  • Focus on validation inside the Data Hub; this avoids redundant validation logic in spoke models.

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