Data Sources (DRM Workbook)

Overview

The Data Sources Workbook is a tool used in the Pricefx data readiness methodology to capture and document information about the data sources that will be integrated or utilized in a project. It helps in identifying, assessing, and managing the various data sources that contribute to the overall data landscape.

It provides a central repository for information about the data sources involved in the project. It helps project teams understand the characteristics, quality, and dependencies of each data source, enabling them to make informed decisions and effectively plan for data integration or implementation.

Using Data Sources Workbook

Here's a general outline of how to use the Data Sources Workbook:

Identify Data Sources: Begin by identifying all the relevant data sources that will be involved in the project. These can include databases, files, APIs, third-party systems, or any other sources of data that are required for the integration or implementation.
Document Data Source Details: For each data source, document the necessary details in the workbook. This may include information such as the source system name, location, owner, contact information, data types, data volume, data update frequency, and any relevant documentation or metadata available.
Assess Data Source Quality: Evaluate the quality of each data source. Assess factors such as data accuracy, completeness, consistency, timeliness, and relevance. Document any known issues or limitations related to data quality for each source.
Identify Data Source Dependencies: Determine the interdependencies between different data sources. Identify if any data sources rely on others or if there are specific order requirements for integrating or processing the data. Document these dependencies in the workbook to ensure a comprehensive understanding of the data flow.
Define Data Source Transformation Requirements: Identify any data transformation requirements or rules that need to be applied to the data from each source. This could include data format conversions, data cleansing, data aggregation, or any other necessary transformations.
Document Data Source Access and Security: Capture information about data source access requirements and security measures. Identify who has permission to access each data source and define any necessary authentication or authorization mechanisms to ensure data security and compliance.
Review Data Source Documentation: Ensure that relevant documentation or metadata for each data source is collected and recorded in the workbook. This includes data dictionaries, data schemas, data flow diagrams, and any other available documentation that provides a deeper understanding of the data structure and semantics.
Update and Maintain the Workbook: Regularly update the Data Sources Workbook as new information becomes available or as the project progresses. This ensures that the workbook remains up-to-date and serves as a reliable reference throughout the data readiness process.