Viewing Scorecard Lineage
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Abstract
View a scorecard lineage diagram for a scorecard metric or metric group in Informatica Analyst. Use scorecard lineage
to analyze the root cause of unacceptable score variance for a metric or metric group and understand the data flow. To
view the scorecard lineage diagram, export scorecards to an XML file from Informatica Developer. Use the exported
XML file to create and load a resource file in Metadata Manager.
Supported Versions
•
Data Explorer 9.5.1
•
Data Quality 9.5.1
•
Data Services 9.5.1
Table of Contents
Scorecard Lineage Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Scorecard Lineage Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Exporting a Resource File from the Developer Tool. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Viewing Scorecard Lineage in Informatica Analyst. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Scorecard Lineage Overview
Scorecard lineage shows the origin of the data, describes the path, and shows how the data flows for a metric or metric
group. You can use scorecard lineage to analyze the root cause of an unacceptable score variance in metrics or metric
groups. View the scorecard lineage in the Analyst tool.
Scorecard Lineage Process
Complete the following tasks to view scorecard lineage:
1.
In Informatica Administrator, associate a Metadata Manager Service with the Analyst Service.
2.
Select a project and export the scorecard objects in it to an XML file. To do the export, you can use the
Export Resource File for Metadata Manager option in the Developer tool or infacmd oie
exportResources command.
3.
In Metadata Manager, use the exported XML file to create a resource and load it.
Note: The name of the resource file that you create and load in Metadata Manager must use the following
naming convention: <MRS name>_<project name>. For more information about how to create and load a
resource file, see Informatica PowerCenter Metadata Manager User Guide.
4.
In the Analyst tool, open the scorecard and select a metric or metric group.
5.
View the scorecard lineage.
Exporting a Resource File from the Developer Tool
You can export a project containing scorecards and dependent objects as a resource file for Metadata Manager. Use
the exported resource file in the XML format to create and load a resource for scorecard lineage in Metadata Manager.
1.
2
To open the Export wizard, click File > Export.
2.
Select Informatica > Resource File for Metadata Manager.
3.
Click Next.
4.
Click Browse to select a project that contains the scorecard objects and lineage that you need to export.
5.
Click Next.
6.
Select the scorecard objects that you want to export.
7.
Enter the export file name and file location.
8.
To view the dependent objects that the Export wizard exports with the objects that you selected, click Next.
The Export wizard displays the dependent objects.
9.
Click Finish.
The Developer tool exports the objects to the XML file.
Viewing Scorecard Lineage in Informatica Analyst
You can view a scorecard lineage diagram for a metric or metric group. Before you can view scorecard lineage
diagram in the Analyst tool, you must load the scorecard lineage and metadata in Metadata Manager.
1.
In the Navigator, select the project or folder that contains the scorecard.
2.
Click the scorecard to open it.
The scorecard appears in a tab.
3.
3
In the Scorecard view, select a metric or metric group.
4.
Right-click and select Show Lineage.
The scorecard lineage diagram appears in a new window.
Important: If you do not create and load a resource in Metadata Manager with an exported XML file of the
scorecard objects, the Analyst tool displays an error message that the resource is not available in the
catalog.
Author
Rajesh Sivanarayanan
Principal Technical Writer
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