Exploring master data entities and records

The master data explorer empowers you to find, view, compare, edit, and analyze your master data entities and the records that comprise them.

Within the master data explorer, you can run two different types of searches: simple or advanced.

  • Using simple search, you can enter one or more search terms into a single text search field, not unlike a standard web search. Simple searches that have multiple search terms return results based on OR logic, meaning that results are returned when any search term matches. Results that match more search terms are ranked higher than results that match fewer search terms.
  • Using advanced search, you can build a finely crafted set of search criteria using one or more search rules. Each search rule is defined around a particular attribute in the data model. For example, a search rule can be defined as ["Primary Address - City" equals "Charlotte"]. This rule will run a search that returns all records or entities that have a value of "Charlotte" in the Primary Address - City field. You can define as many additional search rules as you need to refine your search results.

You can delete a search rule from a set of advanced search criteria to remove the corresponding rows from your results.

Compare an advanced search with the search rule ["Primary Address - City" = "Charlotte"] with the same search term (“Charlotte”) entered into the simple search interface:

  • The advanced search will return only records with a Primary Address - City value of "Charlotte".
  • The simple search will return all records that have a value of "Charlotte" in any data field. So the results would contain not only people living in the city of Charlotte, but also anybody named Charlotte.

Explore the results of your search in the Explorer view.

  1. From the master data home page, click Search master data to open the master data explorer.
  2. On the Search tab, type your search terms in the search field. Press Enter or wait a couple of seconds after typing each term.

    Double-click a search term to edit it. Click the X beside a search term to remove it, or click the X on the right side of the search box to remove all terms from the search criteria.

When you add, modify, or remove a search term from the criteria, Master Data Management immediately runs the search on the master data and returns the results.

Simple searches with multiple terms return results when any term matches. Results that match more search terms are ranked higher.

  1. From the master data home page, click Search master data to open the master data explorer.
  2. On the Search tab, click Advanced.
  3. Use the search rule builder tools to define as many rules as you need for this search.

    a) From the Select attribute list, choose the attribute that you want to provide search terms for.

    b) Choose the type of rule that this is (equals, starts with, ends with, greater than, less than, etc.).

    c) Type the specific search term for this rule.

    d) Click Save to keep this rule or Cancel to discard it.

    e) Click Add Rule if you need to add another search rule to further refine your results.

    To remove a rule, click the X beside it. To remove all search rules, click Delete all rules.

As soon as you have created a search rule, Master Data Management immediately runs the search on your master data and returns the results in both table view and graph view formats. If you modify a rule or add another, then the results are immediately updated.

  1. Optionally, add multiple advanced search rules, using either AND or OR logic.
    • With OR searching, results are returned when any rule matches.
    • With AND searching, results are returned when all rules match.

Exploring record and entity data

Master Data Management provides you with a rich and powerful way to explore, view, and visualize the record and entity data in your service instance. You can browse data either graphically or using text lists. You can view the relationships between records in the data, and explore all of the information related to a selected person or organization at a glance.

  1. Search for the data that you want to view.

    If you want to view and navigate your search results graphically, in the form of a relationship map, click the Show graph icon This icon toggles to the graphical view. To return to the text-based list view, click the Show list icon This icon toggles to the text-based list view.

  2. From the search results, use the record or entity’s three-dot menu or Explore icon Explore icon to select it for further exploration in the Explore tab. When you send an entity or record to the Explore tab, you can more closely review its details and compare it to any other entities or records in the Explore tab.

    Send as many records and entities as you need to the Explore tab to view and compare their details.

  3. Choose the Explore tab to review and compare the details of any entities or records that have been selected for exploration. In the left Entity explorer panel, you’ll see a list of the records and entities that you selected for exploration from the search screen.
  4. Select the items that you want to explore and compare in detail.

The way Master Data Management displays your entities and records in the Explore tab is customizable. For information, see Defining the way records and attributes are displayed.