If you are just joining us, I am working on a series to learn about Dynamics 365 and Customer Insights using superheroes! You can check out the full series on the Hero Insights page. Enjoy!
Previously in our adventure, we set up our data to be in Dynamics 365 / CDS and we have a Customer Insights trial so now we are going to add some data!
Connect to The Common Data Service
Our primary data is inside the Common Data Service (CDS) so we will connect to that first. It is fortunately very simple to connect to the environment and choose entities. We do not need to worry about which fields we need yet, that step will happen when we start mapping and merging the data.
Next Data Source
For our next data source, we are going to add the Super Powers from the Super Heroes Dataset. To import, I used the Blank Table data source. I chose this as this data is not going to be continually updated. Basically, you just copy the data into the table and then do a few transformations to prepare the data to be digested by Customer Insights.
Learn from my mistakes! Your column headers will become attribute names and these cannot contain spaces or special characters (except underscore). In the data set that I used, I needed to remove spaces, – and /. This can be done as part of the Customer Insights transformations if needed but is much faster if you review the source file in Excel first.
Ensure we clean up column headers before dropping into the Blank Table Data Source to remove spaces and special character
Remove columns we don’t want to use (this could be done in Excel or as part of the transformations in Customer Insights)
Update our column data types such as setting Power Stats to whole numbers
Mark the Hero name as the key for each data source
In one of these files, there was a name field that was formatted like “Spider-Man (Peter Parker)”. To break this up, we can use transformations again! Of course, our Excel wizards could do this in the original file but the benefit of transformations is that the change would be automatically applied to new data. Plus this helps towards our goal of learning more about Customer Insights!
Are we there yet?
We have been making pretty good progress. Let’s look at our data sources.
So is our data ready to go?
We made it through alot today but join us next time to learn about unifying. Is it better to Map, Match, or Merge? What’s even the difference between the three? Find out these questions and more during tomorrow’s post!