Chat now with support
Chat with Support

erwin Data Transformation - User Guide

erwin DT - User Guide
Getting Started Adapters Configuration Configurations Administrator Tools Running DT on Event Running DT from Cloud Platform Log Viewer Utilities Users, Roles and Security Troubleshooting Information Examples of Workflow Configurations

Deriving values and update consistency data

Deriving values and update consistency data


The example describes the following use case: an enterprise organized its EA information in a model which supports general business analysis purposes with reports and dashboards. One of them is about IT Portfolios, and shows summary information to managers.

Let us suppose that:

IT Portfolio data are in the source CM model in a dedicated object type:

and the “Total TCO” value must be calculated as the sum of associated application TCO, for the ones of “ERPcategory and a number of users greater than 100.

A DT workflow calculating Total TCO for IT Portfolios can be configured with the following steps:


Press the “Workflow configuration” button on the Home Page and configure the following workflow choosing the model configuration according to requirements

Please note that the model configuration is mandatory for a given model, when the “Load, Sync or Delete”operation must be executed towards that model)




Choose CM Adapter, and specific CM Model Export adapter (i.e. the IT Model one) from the dropdown list; the select “Association IT Portfolio-Application” from the Object Type list, and select <Application> Category, <Application> TCO, <Application> Number of Users, <IT Portfolio> Name, <IT Portfolio> Total TCO fields:


TRANSFORMATION 1 – Filter application by “category” and “number of users”

To export the relevant application, set a filter on “category” and “number of users” with “DATA FILTERING”-“Fixed Value Manager” to manage applications having:

oCategory” equal to “ERP”

o“Number of users” greater than “100”.

TRANSFORMATION 2 – Derive IT Portfolio “Total TCO” from associated applications

Choose a “DATA DERIVATION”, “Sum Values in Column” transformation and set:

oThe “<Application> TCO” column as “Source Column (to sum values from)”

oThe “<IT Portfolio> Name” column as “Key (for data aggregation)”

oThe “<IT Portfolio> Total TCO” as “Result” for the transformation

OPERATION – Sync CM Repository

In the “Mapping and Operation” step, choose the “Load CM Repository”. The target model is the one related to the Model Configuration which the workflow has been assigned. Then map all the relevant source fields to target fields:




Test the configured workflow with the “Test” button and follow its execution through the progress bar, Logs and email notifications. At the end of the workflow execution check the result in CM Model IT Portfolios:

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating