Accessing Prepare Home Page

Home page features

The home page contains these features:

Provides a unified list of your quality Rules, such as the matching and consolidation rules.
Provides filtering capabilities to limit the data being displayed on the dashboard based upon specified parameters. For example, you can filter the data based upon Source, Entity, and Status.
Provides individual statuses for the rule, focusing on items such as Rule Type, Source Desc., Source, Source Type, Linked Glossary Entities, Created By, Last Updated, Exceptions, and Status.
Provides the capabilities to manage your rules such as creating or deleting a rule, based upon your access privileges, and allows you to associate a rule to the Business Glossary entities. A business glossary is a list of business terms with a clear and consistent set of definitions, enhancing data governance across the organization. For more information, see Defining Business Glossary. The match rules you associate with a business glossary keeps a business user aware of the associated match rules to gain better insights while working on a business entity.
Provides the capability to refresh the data displayed on the dashboard manually.
Provides an enhanced capability to drill down into the rule to further modify or enhance them based on your business needs.

Home page GUI

The home page GUI consists of a selection pane on the left and a display pane on the right.

Selection pane: Lets you choose from a list of selection modes, such as Dashboard, Matching, and Consolidation.
Display pane: Displays the unified list and status of the rules and further allows you to create, modify, or delete them based upon your requirements.

The following table describes the meaning of different columns listed on the Dashboard, Matching, and Consolidation modes.


Column	Description
Rule Type	Displays the rule type, such as Match Rule or Consolidation Rule. The Matching mode categorizes the matching rules as Manual Rule or Smart Rule, whereas the Dashboard mode does not categorize the matching rules and instead displays them as a Match Rule.
Source Desc.	Describes the source from which the rule was derived or generated. For more information, see Using Source Description in Selecting a source.
Source	Displays the source type and the file or table name. For example, if the source type is Flat file and the file name is xyz, Flat File-xyz is displayed.
Source Type	Displays the type of configured data source for the rule, such as a Flat File or Connection. For more information, see Selecting a source.
Linked Glossary Entities	Displays the glossary entities linked with the rule, such as Customer, Product, Retail, Banking, and more, which helps to categorize them. A business glossary is a list of business terms with a clear and consistent set of definitions, enhancing data governance across the organization. For more information, see Defining Business Glossary. The match rules you associate with a business glossary keeps a business user aware of the associated match rules to gain better insights while working on a business entity. The rules that you associate with the business glossaries are also displayed in the Data Quality tab on the Glossary Entity Wiki page, which further allows you to drill down into the rule to modify or enhance them. For more information, see Glossary Entity Wiki.
Created By	Displays the user who created the rule.
Last Updated	Displays the date and time when the rule was last updated in DD/MM/YYYY HH:MM format.
Exceptions	Displays the number of exceptions found in the rule and allows you to re-tune them. Note: It is available only in case of a smart match rule and appears on the Matching mode screen only.
Status	Displays the current status of the rule. Draft - Indicates that the rule is in a preliminary state and does not exist in the repository. Published - Indicates that the rule exists in the repository, and a new rule with the same name cannot be created.

Dashboard mode

This option lets you view the complete Prepare dashboard with a unified list of matching and consolidation rules.

You can create a new rule, such as a matching or consolidation rule, by clicking the Create Rule button, which navigates you to the Select Source page. For more information, see Selecting a source and see Creating Rules.
You can filter the data, look upon the existing rules statuses, and further drill down to modify or enhance them by clicking on their names, navigating you to the rule.

Matching mode

This option gives you the same experience as the Dashboard mode, but with an enhanced capability to manage your match rules. The toolbar on this page allows you to perform these operations:


Operation	Description
Create Rule	Click button to create a new rule, which navigates you to the Select Source page. For more information, see Creating Rules.
Delete Rule	Click button to delete an existing rule from the repository.
Link rule to glossary entities	Click to link a glossary entity to the rule. As you click on this button, a Link Glossary Entities pop-up is displayed with a list of published glossary entities. You can select the required entities from the list and link them with the rule. Note: Only the published entities, displayed in the pop-up, can be linked to a rule. The rules linked with an entity are maintained for that particular version of the entity only. For example, if a published xyz entity is on 1.0 version, and you link the rule to this version, the rule will be maintained for 1.0 version only. In case the xyz entity gets updated to version 1.1, you will have to re-link the rule. Note: You must have the view rights to view the entities that are available to link and modify rights on both match rule and glossary entity to link an entity to a rule. The rules you associate with a business glossary keeps a business user aware of the associated rules to gain better insights while working on a business entity. For more information about business glossary, see Defining Business Glossary. The rules that you associate with the business glossaries are also displayed in the Data Quality tab on the Glossary Entity Wiki page, which further allows you to navigate to the rule page to modify or enhance them. For more information, see Glossary Entity Wiki. Note: You can link multiple glossary entities to a rule.
Refresh	Click button to refresh the list.

Consolidation mode

This option gives you the same experience as the Matching mode, but with an enhanced capability to manage your consolidation rules.