Common Use Cases
Explore common scenarios and get inspiration for your reference data approach.
How to use this guide
This guide presents common real-world scenarios to inspire and guide your reference data approach. Each use case shows you a path from problem to solution.
How to approach this:
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Review the scenarios below for inspiration and ideas.
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Choose your learning path based on your experience level:
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New to reference data? Start with Quick Start, then follow the Get Started workflow.
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Ready for specific tasks? Jump to the relevant Work with Reference Data topics.
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Need advanced scenarios? Explore the Advanced Workflows.
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Get additional guidance from Best Practices as needed.
New to reference data? Start with Quick Start to get hands-on experience, then return here to explore specific use cases. |
I want to onboard reference data
Situation: Your reference data lives in Excel files, database tables, and different systems. Multiple versions exist and it’s unclear which is current or who owns it.
What you’ll learn about: Consolidated, governed reference data with clear ownership and automated distribution.
- Learning path
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Use case: Onboard Reference Data.
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Get familiar: Start with Quick Start to get familiar with the platform quickly.
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Get Started topics: Create Reference Data Tables > Set Up Access and Governance > Publish Your Data.
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I want my team to access data independently
Situation: Business users constantly ask IT for reference data exports. You want to enable self-service access while maintaining control.
What you’ll learn about: Self-service data access with appropriate governance and audit trails.
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Use case: Govern Data Access.
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Get Started workflow: Create Reference Data Tables > Set Up Access and Governance > Work with Published Reference Data.
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I want to use reference data to improve data quality
Situation: Data quality rules fail because external reference data is incomplete or inconsistent. You need controlled, complete datasets for validation.
What you’ll learn about: Reliable data quality validation using well-maintained reference datasets.
- Learning path
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Use case: Explore Improve Data Quality.
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Get Started: Create Reference Data Tables > Set Up Access and Governance.
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Advanced Workflow: Create Validation Rules.
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Next steps
Once you’ve explored these scenarios:
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For step-by-step learning: Explore Advanced Workflows for complex scenarios.
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For basic setup: Follow the Get Started section.
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For daily operations: Use the Work with Reference Data section.
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For general best practices: Review Best Practices.
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If you encounter issues: Check Troubleshooting.
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