The Revise function allows you to update selected fact table records in your existing SXV4 database.
For example, if your SXV4 contains details of your customers throughout Australia, but you have some updated customer data for all of your customers in the states of Victoria and New South Wales, then you can use the revise function to replace all the existing records for those customers with the new data. Alternatively, you might want to update the records for all your male customers with new data pertaining to those customers. You can use the revise function to do this.
Overview of the Revise Process
To initiate the Revise function, you select a column in the fact table that you want to update and click Revise. The column you select is used to determine which records to update in the target, so it is important to prepare your updated source data before running the procedure.
When you click Revise, SuperCHANNEL will:
- Find all the values for the selected column in your updated source data.
- Delete any records in the existing target database where the value of the selected column matches one of those values from the updated source.
- Insert all of the records in the source data into the target database.
You have prepared updated source data containing only records for male customers:
You select the Gender column and click Revise:
SuperCHANNEL deletes all records in the existing SXV4 where the Gender is M:
SuperCHANNEL inserts the new source data into the target database:
Preparing the Source Data for Revision
Because SuperCHANNEL uses the new source data to determine which records to delete and replace, it is important to prepare your source data before starting the revision.
Your new source data must contain only the set of records that you want to revise. You could do this by creating a new database or by using a view.
For example, if you are updating the records for your customers in New South Wales and Victoria, then you source needs to contain:
- All records relating to customers in New South Wales and Victoria that you want to be in the target database after the revision is complete; but
- Only records relating to customers in New South Wales and Victoria. If your source data included a single record for one of your customers in South Australia, then SuperCHANNEL would delete all the records in the target for your South Australian customers too, replacing these with the single record from your updated source data.
Using Revise and Update Together
Depending on your updated data, it may be necessary to run both Revise and Update to fully update your SXV4.
For example, suppose you are revising records for your customers based in New South Wales and Victoria, but your new source data includes a record for customer who previously lived in South Australia and now lives in Victoria.
During the initial stage of the revise process, SuperCHANNEL will delete the existing records for customers in New South Wales and Victoria, but will not delete the existing record for the customer who has moved (as this existing record will be for a South Australian customer).
When SuperCHANNEL inserts the new data, it will skip the record from the new source data that relates to the moved customer (assuming the record has a primary key identifier that is the same as the existing record for this customer).
After the revise process completes, you will need to run an update on the fact table to update the existing record for this customer to change the customer's address from South Australia to Victoria.
In some cases it may be safer to rebuild the SXV4 from scratch.