Informatica PowerCenter
Connecting to Repository and Setting Up Project
Open Informatica Repository Manager
• Launch Informatica PowerCenter
• In Repository Manager:
o Username: Administrator
o Password: Administrator
o Connect → double-click your repository to connect
• Right-click on Repository → Create Folder
o Name the folder logically, e.g., Superstore_Project
Defining Sources (Source Analyzer)
Open PowerCenter Designer
• Go to Source Analyzer (bottom left of Designer)
• Click menu: Sources → Import from Database
o ODBC Data Source: select your configured Oracle DSN
o Enter database credentials
o Choose schema and table to import (e.g., Superstore)
o Click OK → source will appear on workspace
• If using a CSV:
o Sources → Import from File
o Browse to the CSV
o Define datatypes and primary keys carefully
Defining Targets (Target Designer)
Go to Target Designer (bottom tab of Designer)
• Targets → Import from Database
o select the target table you created in Oracle
o confirm columns
• Or manually create:
o Targets → Create
o Add columns one by one with data types
o Save the target definition
Creating a Mapping (Mapping Designer)
Go to Mapping Designer
• Mappings → Create → name it logically
• Drag Source and Target to workspace
• Connect source fields to target fields
• Add Transformations from the toolbar (Transformations → Create):
Filter Transformation
• Drag a Filter onto workspace
• Double-click → go to Properties
o Condition: e.g., NOT ISNULL(Customer_ID)
• Connect from source to filter → filter to target
Sorter Transformation
• Drag Sorter
• Double-click → Properties
o Check Distinct if you want to remove duplicates
o Order by key fields
• Connect accordingly
Expression Transformation
• Drag Expression
• Double-click → Ports
o Add output port with calculation
o Example: removing % from Discount:
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TO_DECIMAL(REPLACE(Discount,'%',''))
• Map this output to target
Aggregator Transformation
• Drag Aggregator
• Double-click → Group By on key fields
• Add aggregate functions (SUM, AVG) in the Ports
o Example: SUM(Profit) → alias: Total_Profit
Rank Transformation
• Drag Rank
• Double-click →
o Rank on: Total_Profit
o Top N: 5
o Partition by Category
Router Transformation
• Drag Router
• Add groups for conditions (e.g., Category=‘Furniture’, Category=‘Technology’)
• Map group outputs to further targets or transformations
Joiner Transformation
• Drag Joiner
• Connect two sources
• Double-click → set Master and Detail, join conditions
After building your mapping:
• Mappings → Validate
• Save
Building Session and Workflow
Open Workflow Manager
• Task Developer → right-click → Create Session
o Choose your mapping
o Set session properties:
▪ Source connection
▪ Target connection
▪ Commit settings
• Workflow Designer → Workflows → Create → name the workflow
• Drag your session onto canvas
• Connect Start → Session → End
• Validate workflow
• Save
Running and Monitoring
Start workflow
• Workflow → Start Workflow
Open Workflow Monitor
• Monitor status
• Right-click → Get Session Logs for detailed errors
Verify loaded data in Oracle
General Best Practices
Save often
Always validate mapping
Use Session Logs to debug
Highlight ports to trace flow
Label transformations meaningfully
Test with a subset of data first
Keep a backup of your source and target definitions
Tableau
Opening Tableau and Connecting Data
Open Tableau Desktop
• File → Open → HackBook.twb (if provided)
• Provide any random details to license prompt
• Connect to data:
o Data → Connect to Data
o Choose Text File for CSV
o Locate your file (e.g., deliveries.csv)
• Preview data
• Click Sheet 1 to start building
Understanding Tableau Workspace
Shelves:
• Rows: fields placed here define vertical axis
• Columns: fields placed here define horizontal axis
Marks:
• Controls color, label, size, tooltip
Filters Shelf:
• Drag fields here to filter
Pages Shelf:
• For animations or page-by-page display
Data Pane:
• Dimensions (categorical)
• Measures (quantitative)
Working with Calculations
Right-click in data pane → Create Calculated Field
• Give it a name
• Formula syntax
o Example:
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Sales_Minus_Forecast = [Sales] - [Sales Forecast]
• Validate and OK
Building Charts (General)
Bar Chart
• Drag Dimension to Columns (e.g., Product)
• Drag Measure to Rows (e.g., Sales)
• Choose Bar mark type
Line Chart
• Drag Date to Columns
• Drag Sales to Rows
• Choose Line mark
Map
• Drag Longitude/Latitude to Columns/Rows
• Change mark to Map
• Add State or Region to Color
• Add Sales or Profit to Label
Heatmap
• Dimension to Columns
• Dimension to Rows
• Color by Measure
• Change mark to Square
Scatter Plot
• Measure to X (Columns)
• Measure to Y (Rows)
• Add Dimension to Color
Pie Chart
• Add Dimension to Color
• Measure to Angle
• Change mark type to Pie
Filters and Quick Filters
Drag fields to Filter Shelf
Right-click filter → Show Filter
Customize filter options (dropdown, slider, etc.)
Exporting / Saving
Export Data:
• Worksheet → Export → Data
• Or Analysis → View Data → Export All
Export Image:
• Worksheet → Export → Image
Save Workbook:
• File → Save As
Publishing / Sharing
Publish to Tableau Public
• File → Save to Tableau Public
Or Export packaged workbook:
• File → Export Packaged Workbook
General Tips for Tableau
Always check data types
Rename fields for clarity
Use calculated fields instead of changing raw data
Show filters to let users interact
Use Dashboard → New Dashboard to combine multiple sheets
Format labels, titles, legends clearly
Save frequently
