Master Data Management with Profisee in Microsoft Fabric | Help Guide
Welcome to Microsoft Fabric’s new Profisee Master Data Management integration!
The new update to Fabric allows users to perform Master Data Management (MDM) capabilities natively within Fabric, powered by Profisee. Though this normally requires an existing Profisee instance, a free trial version of Profisee is available for all Fabric users to try out a limited version the MDM experience. This trial version allows for basic Data Stewardship and Data Modeling capabilities in a pre-configured environment, allowing you to experience what Profisee has to offer with no setup required.
Accessing Your Profisee Trial Instance
To access the trial version of Profisee:
- Navigate to the Microsoft Data Fabric homepage.
- Click the Profisee Master Data Management pane.
- Create a new Master Data Product by selecting Master Data Product, inputting a name for the Data Product, and clicking the Create button. The Data Product opens and prompts you to connect to a Profisee instance.
Navigate to the Workspaces tab on the left-hand toolbar and select a workspace that has been enabled for Master Data Products.
If no workspace can create a Master Data Product item, a Capacity Administrator must add Profisee MDM to the Fabric capacity assigned to a workspace.
- Click the Connect button.
- Open the Profisee Instance dropdown and select the Proceed with a Free Trial Version option.
- Click Connect.
Your Fabric account is now connected to the Trial version of Profisee, and the Trial instance opens once the connection is complete. This trial version is pre-populated with entities, attributes.
Using Fabric for Modeling
Once your Profisee and Data Fabric environments are connected, you can perform basic data modeling and stewardship tasks such as creating, editing, and deleting Data Products and Entities, and managing the data contained within them. Changes made to entities in Fabric are persisted into the Profisee instance.
From your previously created data product in Fabric, entities associated with that data product are populated in a stewardship view that allows you to add, edit, and delete records.
Add New Entities to a Data Product
To add new entities to a data product:
- Click the horizontal ellipsis icon next to your Data Product name within the Explorer.
- Select Create New Entity.
- Enter a name for the new entity.
- Click Create.
- An empty entity is created, and an empty entity grid is opened.
Connect a Data Product to an Existing Entity
To connect your Data Product to an existing entity:
- Click the horizontal ellipsis icon next to your Data Product name within the Explorer.
- Select Connect to Existing Entity.
- Select an entity from the dropdown list. This list of entities is populated based on your connected Profisee instance.
- Click Connect.
- The entity is added to your Data Product, and the entity opens as an entity grid on the page.
Add or Edit Attributes to an Entity
Once your Data Product is associated with at least one entity, you can create or edit attributes within that entity. You can consider an Attribute as a data category, such as Size or Price, that allows you to define specific information within a record. You must create at least one attribute for your entity before you can populate your entity with new records.
- Click the vertical ellipsis icon on the toolbar and select Edit Attribute or Create Attribute.
- Input or edit the desired values for the attribute, then click Save.
Create New Records
Once your Data Product has at least one entity with at least one attribute, you can begin populating your entity with Records, which are specific objects by which data is assigned and managed. A Record might take the form of an individual product or a customer. To create a new record:
- Click the + icon on the top toolbar. The New Record pane opens.
- Enter a Name, Code, and Description for your record.
- Click Save or Save and Close.
Using Fabric for Data Stewardship
Once your data product is associated with complete entities, you can perform basic data stewardship tasks directly within Fabric. The interface operates as a lightweight version of the Profisee Portal, and many of the actions that can be performed are similar in function and scope. More Stewardship functions, such as Matching and Survivorship, will continue to be added in future updates.
Data Quality Issues
On the leftmost side of the entity grid is the Data Quality Indicator, which signals the status of data quality rules. A green checkmark icon indicates no issues with data quality, where a red exclamation mark icon indicates that a data quality rule has been violated. You can click the icon to view the Data Quality Status window to gain more information on what rules have been violated. You can also view data quality issues by opening Edit Record pane, then navigating to the Issues tab.
Edit Records
You can edit the information for any record within an entity by clicking the name of the record, which highlights as a hyperlink. When clicked, the Edit Record pane opens on the righthand side of the instance.
From the Data tab, you can edit any of the record’s populated fields, then click Save or Save and Close to confirm the changes.
From the Issues tab, you can view any data quality issues that have been flagged for this record.
From the History tab, you can view a history of changes made to this record, starting from its initial creation.
Notice Regarding Match Stewardship
As of the early 2024.R2 release or Profisee, Matching Stewardship is not available through Fabric, and the Open Match Stewardship icon is not functional. Please continue to perform all Matching tasks directly within Profisee.
Using the Fabric Toolbar and Explorer
While performing Data Modeling and Data Stewardship tasks within Fabric, the Toolbar and the Explorer are useful tools for easily finding, filtering, and refreshing the Profisee instance. The Toolbar and Explorer views are visible at all parts of the data management process. Some features (such as Delete) may be disabled based on your permissions.
Toolbar
The Toolbar contains the following features.
Artifact Settings
The Settings button allows you to view and edit settings for this Profisee instance, based on your permissions.
Save Changes
The Save Changes button allows you to save all changes made to the Profisee instance.
Delete
The Delete button can be used while a record is highlighted to delete that record
Search
The Search bar can be used to search for records and entities that exist within this Profisee instance based on keywords. You can click artifacts that appear in the search dropdown list to navigate to them directly.
Edit a Record
The Edit a Record button can be used to open the Edit Record pane.
Filter Records
The Filter button allows you to Filter/Sort based on user-specified criteria. You can build one or more expressions by which to specifically filter data contained within the currently selected entity. These expressions are created using Attributes, Operators, and Values.
- Attribute: The attribute within the entity you want to filter
- Operator: A set of conditions by which to filter your attribute (Contains, is greater than, is between, etc.)
- Value: A plaintext field to set the value for your operator
- And/Or: Determines if additional expressions are And’d or Or’d (only appears on secondary expressions)
A completed expression may resemble: Cost (attribute) is greater than (operator) $15 (value). You can click the Add new clause button to add additional expressions to your search criteria.
The Filter/Sort dialogue also includes a toolbar that allows you to edit your expressions. These tools include the following:
- Add: Adds a blank secondary expression to the Expression Builder
- Delete: Deletes a selected secondary expression
- Move up: Moves the selected expression(s) one row higher
- Move down: Moves the selected expression(s) one row lower
- Group: Groups two or more selected expressions (shift + click to select multiple). Grouped expressions are treated as a single expression when being moved or deleted.
- Ungroup: Returns a grouped expression to individual expressions
- Delete all: Deletes all expressions
Once all expressions have been created, click Save to filter the entity grid based on your selections.
Reload
The Reload button allows you to refresh the Profisee instance, viewing the most up to date version of the instance and allowing you to see changes made by other Profisee users.
Explorer
The Explorer is a navigational tool that allows you to open and close folders containing multiple entities, or use the Filter and Search features (described above). You can collapse or expand the Explorer by clicking the double-arrow icon on the top-right of the Explorer pane.
