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Episode3

Dirty masters

Step-by-step manual

01The business question

Before a single sale is attached, the master data has to be clean. The customers file has stray spaces, codes instead of names, blank cities and four customers registered twice under a new ID. Products, salespeople and branches arrive the same way.

02Before you start

03Step by step

  1. 1

    Read the credit threshold

    Three nodes in a row:

    • Drag Parameters.txt (tab-delimited) onto the canvas and name the RAW tmp_Parameter.
    • A LET/SET node: LET vCreditThreshold = Lookup('Value', 'Parameter', 'CreditThreshold', 'tmp_Parameter').
    • A DROP of tmp_Parameter: the value now lives in the variable.
    Read the credit threshold
    Figure 3.1 — Read the credit threshold
  2. 2

    Turn codes into names with mapping tables

    Add five MAPPING nodes. Three take their rows from an INLINE node:

    • map_DocType: NIT → Company, CC → Person
    • map_CustomerStatus: A, I, B → Active, Inactive, Blocked
    • map_ChannelName: P, T, W → Phone, In store, Web

    Two read a file directly:

    • map_BrandName from Brands.txt (pipe-delimited)
    • map_Holiday from Holidays.csv, with DISTINCT and the date as a number
    Turn codes into names with mapping tables
    Figure 3.2 — Turn codes into names with mapping tables
  3. 3

    Qualify the raw masters

    In this order:

    • A QUALIFY node with all fields, and UNQUALIFY for the keys CustomerID, ProductID, SalespersonID, BranchID, CategoryID, BrandID, DocNumber.
    • The raw masters from their files: tmp_CustomerRaw, tmp_ProductRaw, tmp_SalespersonRaw, tmp_BranchRaw, tmp_CategoryRaw.
    • UNQUALIFY *.
    • tmp_BrandRaw.
    Qualify the raw masters
    Figure 3.3 — Qualify the raw masters
  4. 4

    Clean the customers

    Add a TXF after tmp_CustomerRaw, named tmp_CustomerClean. On Columns, switch off what you do not need and rename with an alias (City → CustomerCity). On Expressions, build these columns with the Expression Builder:

    • Capitalize(Trim(CustomerName)) as CustomerName
    • ApplyMap('map_DocType', DocType, 'Other') as DocTypeName
    • 'No city' for blank cities, as CustomerCity
    • Date(Date#(SignupDate, 'DD/MM/YYYY')) as SignupDate
    • ApplyMap('map_CustomerStatus', Status, 'Unknown') as CustomerStatus
    • CreditProfile: 'High' or 'Standard' against $(vCreditThreshold)
    Clean the customers
    Figure 3.4 — Clean the customers
  5. 5

    Keep one ID per customer

    Four steps:

    • In tmp_CustomerClean, set ORDER BY to DocNumber, CustomerID and add If(DocNumber = Previous(DocNumber), Peek('SurvivorID'), CustomerID) AS SurvivorID.
    • A MAPPING map_CustomerSurvivor reads CustomerID → SurvivorID from it.
    • A TXF Customer (NoConcatenate) keeps only WHERE CustomerID = SurvivorID.
    • An INLINE row adds the Unknown customer member (CustomerID = -1) for sales whose customer is missing.
    Keep one ID per customer
    Figure 3.5 — Keep one ID per customer
  6. 6

    Stop and look: a checkpoint

    Add a CHECKPOINT after Customer with STORE to $(vTxfPath)Customer.qvd and Exit Script ticked. The reload stores the clean customers and stops, so you can open the QVD (in Q-Explorator, for instance) before going on.

    Stop and look: a checkpoint
    Figure 3.6 — Stop and look: a checkpoint
  7. 7

    Products, salespeople and branches

    The other three masters:

    • Product keeps the active products (WHERE Status = 'ACTIVE'), with ApplyMap('map_BrandName', …).
    • A LEFT JOIN brings CategoryName and Family from the categories (with DISTINCT), and another brings the brand's CountryOfOrigin.
    • Salesperson uses a LEFT KEEP against tmp_SalesRaw.
    • Branch renames its fields.
    Products, salespeople and branches
    Figure 3.7 — Products, salespeople and branches
  8. 8

    Drop the raw masters and generate

    Add a DROP for the six raw tables. Generate Syntax: the mapping tables load first, each in its own tab; the main tab ends with the six DROP TABLE lines and the checkpoint's STORE and EXIT SCRIPT.

    Drop the raw masters and generate
    Figure 3.8 — Drop the raw masters and generate

04Check your result

_Main

Paste into Qlik

This is the only script you paste into Qlik Sense: open the app's Data load editor, replace its content with this and reload. Each $(MUST_INCLUDE=…) line reads one of the files below in its place, so the rest of the model never goes into the editor.

Show script · 47 lines
/*----------------------------------------------------------------------------------------
	Description [MAIN]:
		
	-------------------------------------------------------------------------------------
	Author:	The Q-Fábrica team - 
	Date:	[2026-11-02]
	-------------------------------------------------------------------------------------
	Changes
	-------------------------------------------------------------------------------------
	Author		Date		Detail
	-------------------------------------------------------------------------------------

	-------------------------------------------------------------------------------------
	Copyright © Q-Expert Distributors.
	Q-Expert Qlik Developer Framework. www.qfabrica.com
----------------------------------------------------------------------------------------*/

SET ThousandSep=',';
SET DecimalSep='.';
SET MoneyThousandSep=',';
SET MoneyDecimalSep='.';
SET MoneyFormat='$ #,##0.00;-$ #,##0.00';
SET TimeFormat='hh:mm:ss';
SET DateFormat='YYYY-MM-DD';
SET TimestampFormat='YYYY-MM-DD hh:mm:ss';
SET MonthNames='Jan;Feb;Mar;Apr;May;Jun;Jul;Aug;Sep;Oct;Nov;Dec';
SET LongMonthNames='January;February;March;April;May;June;July;August;September;October;November;December';
SET DayNames='Mon;Tue;Wed;Thu;Fri;Sat;Sun';
SET LongDayNames='Monday;Tuesday;Wednesday;Thursday;Friday;Saturday;Sunday';
SET FirstWeekDay=0;
SET BrokenWeeks=1;
SET ReferenceDay=4;
SET FirstMonthOfYear=1;

LET vExecutionDate = Timestamp(Now(), 'YYYY-MM-DD hh:mm:ss');

SET vTxfPath  = 'lib://QXDistributors/Transform/';
SET vPathRaw = 'lib://QXDistributors/';
SET vEnvironment = 'PROD';   // PROD, QA or DEV
SET vBaseCurrency = 'COP';   // Currency every amount is converted to
SET vPathModel = 'lib://QXDistributors/Model/';   // The model QVDs the apps load

$(MUST_INCLUDE=$(vTxfPath)_QVS/Flow_1.qvs);
$(MUST_INCLUDE=$(vTxfPath)_QVS/Flow_2.qvs);
$(MUST_INCLUDE=$(vTxfPath)_QVS/Flow_3.qvs);
$(MUST_INCLUDE=$(vTxfPath)_QVS/Flow_4.qvs);
$(MUST_INCLUDE=$(vTxfPath)_QVS/Customer.qvs);

Flow_1.qvs

File · read by MUST_INCLUDE

Not pasted: saved as a file. On the Flow_1 tab of Generate Syntax, Export downloads Flow_1.qvs (Deploy writes every tab into a folder at once). Put it in lib://QXDistributors/Transform/_QVS/Flow_1.qvs, the Transform/_QVS folder inside your QXDistributors folder. If the file is not there, the reload stops with an error: that is what MUST_INCLUDE is for.

Show script · 35 lines
/*----------------------------------------------------------------------------------------
	Description [Flow_1]:
		
	-------------------------------------------------------------------------------------
	Author:	The Q-Fábrica team - 
	Date:	[2026-11-02]
	-------------------------------------------------------------------------------------
	Changes
	-------------------------------------------------------------------------------------
	Author		Date		Detail
	-------------------------------------------------------------------------------------

	-------------------------------------------------------------------------------------
	Copyright © Q-Expert Distributors.
	Q-Expert Qlik Developer Framework. www.qfabrica.com
----------------------------------------------------------------------------------------*/

// -------------------------------------------------------------------------------------------------
// Table defined directly in the script (2 columns).
[map_DocType_Src]:
    LOAD * INLINE [
    "DocType", "DocTypeName"
    "NIT", "Company"
    "CC", "Person"
    ];

// -------------------------------------------------------------------------------------------------
// Mapping table (DocType → DocTypeName) from map_DocType_Src, for ApplyMap.
[map_DocType]:
    MAPPING LOAD
        DocType,
        DocTypeName
    RESIDENT [map_DocType_Src];

DROP TABLE [map_DocType_Src];

Flow_2.qvs

File · read by MUST_INCLUDE

Not pasted: saved as a file. On the Flow_2 tab of Generate Syntax, Export downloads Flow_2.qvs (Deploy writes every tab into a folder at once). Put it in lib://QXDistributors/Transform/_QVS/Flow_2.qvs, the Transform/_QVS folder inside your QXDistributors folder. If the file is not there, the reload stops with an error: that is what MUST_INCLUDE is for.

Show script · 36 lines
/*----------------------------------------------------------------------------------------
	Description [Flow_2]:
		
	-------------------------------------------------------------------------------------
	Author:	The Q-Fábrica team - 
	Date:	[2026-11-02]
	-------------------------------------------------------------------------------------
	Changes
	-------------------------------------------------------------------------------------
	Author		Date		Detail
	-------------------------------------------------------------------------------------

	-------------------------------------------------------------------------------------
	Copyright © Q-Expert Distributors.
	Q-Expert Qlik Developer Framework. www.qfabrica.com
----------------------------------------------------------------------------------------*/

// -------------------------------------------------------------------------------------------------
// Table defined directly in the script (2 columns).
[map_CustomerStatus_Src]:
    LOAD * INLINE [
    "Status", "CustomerStatus"
    "A", "Active"
    "I", "Inactive"
    "B", "Blocked"
    ];

// -------------------------------------------------------------------------------------------------
// Mapping table (Status → CustomerStatus) from map_CustomerStatus_Src, for ApplyMap.
[map_CustomerStatus]:
    MAPPING LOAD
        Status,
        CustomerStatus
    RESIDENT [map_CustomerStatus_Src];

DROP TABLE [map_CustomerStatus_Src];

Flow_3.qvs

File · read by MUST_INCLUDE

Not pasted: saved as a file. On the Flow_3 tab of Generate Syntax, Export downloads Flow_3.qvs (Deploy writes every tab into a folder at once). Put it in lib://QXDistributors/Transform/_QVS/Flow_3.qvs, the Transform/_QVS folder inside your QXDistributors folder. If the file is not there, the reload stops with an error: that is what MUST_INCLUDE is for.

Show script · 36 lines
/*----------------------------------------------------------------------------------------
	Description [Flow_3]:
		
	-------------------------------------------------------------------------------------
	Author:	The Q-Fábrica team - 
	Date:	[2026-11-02]
	-------------------------------------------------------------------------------------
	Changes
	-------------------------------------------------------------------------------------
	Author		Date		Detail
	-------------------------------------------------------------------------------------

	-------------------------------------------------------------------------------------
	Copyright © Q-Expert Distributors.
	Q-Expert Qlik Developer Framework. www.qfabrica.com
----------------------------------------------------------------------------------------*/

// -------------------------------------------------------------------------------------------------
// Table defined directly in the script (2 columns).
[map_ChannelName_Src]:
    LOAD * INLINE [
    "Channel", "ChannelName"
    "P", "Phone"
    "T", "In store"
    "W", "Web"
    ];

// -------------------------------------------------------------------------------------------------
// Mapping table (Channel → ChannelName) from map_ChannelName_Src, for ApplyMap.
[map_ChannelName]:
    MAPPING LOAD
        Channel,
        ChannelName
    RESIDENT [map_ChannelName_Src];

DROP TABLE [map_ChannelName_Src];

Flow_4.qvs

File · read by MUST_INCLUDE

Not pasted: saved as a file. On the Flow_4 tab of Generate Syntax, Export downloads Flow_4.qvs (Deploy writes every tab into a folder at once). Put it in lib://QXDistributors/Transform/_QVS/Flow_4.qvs, the Transform/_QVS folder inside your QXDistributors folder. If the file is not there, the reload stops with an error: that is what MUST_INCLUDE is for.

Show script · 24 lines
/*----------------------------------------------------------------------------------------
	Description [Flow_4]:
		
	-------------------------------------------------------------------------------------
	Author:	The Q-Fábrica team - 
	Date:	[2026-11-02]
	-------------------------------------------------------------------------------------
	Changes
	-------------------------------------------------------------------------------------
	Author		Date		Detail
	-------------------------------------------------------------------------------------

	-------------------------------------------------------------------------------------
	Copyright © Q-Expert Distributors.
	Q-Expert Qlik Developer Framework. www.qfabrica.com
----------------------------------------------------------------------------------------*/

// -------------------------------------------------------------------------------------------------
// Mapping table (BrandID → BrandName) from $(vPathRaw)Brands.txt, for ApplyMap.
[map_BrandName]:
    MAPPING LOAD
        BrandID,
        BrandName
    FROM [$(vPathRaw)Brands.txt] (txt, utf8, delimiter is '|', embedded labels, msq);

Customer.qvs

File · read by MUST_INCLUDE

Not pasted: saved as a file. On the Customer tab of Generate Syntax, Export downloads Customer.qvs (Deploy writes every tab into a folder at once). Put it in lib://QXDistributors/Transform/_QVS/Customer.qvs, the Transform/_QVS folder inside your QXDistributors folder. If the file is not there, the reload stops with an error: that is what MUST_INCLUDE is for.

Show script · 273 lines
/*----------------------------------------------------------------------------------------
	Description [Customer]:
		
	-------------------------------------------------------------------------------------
	Author:	The Q-Fábrica team - 
	Date:	[2026-11-02]
	-------------------------------------------------------------------------------------
	Changes
	-------------------------------------------------------------------------------------
	Author		Date		Detail
	-------------------------------------------------------------------------------------

	-------------------------------------------------------------------------------------
	Copyright © Q-Expert Distributors.
	Q-Expert Qlik Developer Framework. www.qfabrica.com
----------------------------------------------------------------------------------------*/

// -------------------------------------------------------------------------------------------------
// Empty table with 1 column (WHERE 1=0), schema only.
[tmp_SalesRaw]:
    LOAD * INLINE [
    "Dummy"
    ] WHERE 1=0;

// -------------------------------------------------------------------------------------------------
// Loop FOR EACH … IN FileList() over $(vFile).
FOR EACH vFile IN FileList('$(vPathRaw)Sales_*.csv')

    // -------------------------------------------------------------------------------------------------
    // Raw load from $(vFile), concatenated into [tmp_SalesRaw].
    CONCATENATE ([tmp_SalesRaw])
    LOAD
        SaleID,
        SaleDate,
        CustomerID,
        ProductID,
        SalespersonID,
        BranchID,
        Quantity,
        UnitPrice,
        DiscountPct,
        Currency,
        Channel,
        FileName()                                                                       AS SourceFile
    FROM [$(vFile)] (txt, utf8, delimiter is ',', embedded labels, msq);

NEXT vFile;

DROP FIELD Dummy FROM [tmp_SalesRaw];

LET vSalesRawRows = NoOfRows('tmp_SalesRaw');

TRACE Sales rows read from the monthly files: $(vSalesRawRows);

// -------------------------------------------------------------------------------------------------
// Raw load of tmp_Parameter (no source set yet).
[tmp_Parameter]:
    LOAD
        Parameter,
        Value
    FROM [$(vPathRaw)Parameters.txt] (txt, utf8, delimiter is '	', embedded labels, msq);

LET vCreditThreshold = Lookup('Value', 'Parameter', 'CreditThreshold', 'tmp_Parameter');

DROP TABLE [tmp_Parameter];

// -------------------------------------------------------------------------------------------------
// Mapping table (Num(Date#(HolidayDate, 'YYYY-MM-DD')) AS HolidayDate → HolidayName) from $(vPathRaw)Holidays.csv, for ApplyMap.
[map_Holiday]:
    MAPPING LOAD DISTINCT
        Num(Date#(HolidayDate, 'YYYY-MM-DD')) AS HolidayDate,
        HolidayName
    FROM [$(vPathRaw)Holidays.csv] (txt, utf8, delimiter is ',', embedded labels, msq);

QUALIFY *;

UNQUALIFY CustomerID, ProductID, SalespersonID, BranchID, CategoryID, BrandID, DocNumber;

// -------------------------------------------------------------------------------------------------
// Raw load of tmp_CustomerRaw (no source set yet).
[tmp_CustomerRaw]:
    LOAD
        CustomerID,
        CustomerName,
        DocType,
        DocNumber,
        City,
        Segment,
        SignupDate,
        Status,
        CreditLimit
    FROM [$(vPathRaw)Customers.csv] (txt, utf8, delimiter is ',', embedded labels, msq);

// -------------------------------------------------------------------------------------------------
// Raw load of tmp_ProductRaw (no source set yet).
[tmp_ProductRaw]:
    LOAD
        ProductID,
        SKU,
        ProductName,
        CategoryID,
        BrandID,
        ListPrice,
        UnitCost,
        UnitOfMeasure,
        Status
    FROM [$(vPathRaw)Products.csv] (txt, utf8, delimiter is ',', embedded labels, msq);

// -------------------------------------------------------------------------------------------------
// Raw load of tmp_SalespersonRaw (no source set yet).
[tmp_SalespersonRaw]:
    LOAD
        SalespersonID,
        SalespersonName,
        BranchID,
        HireDate,
        MonthlyTarget
    FROM [$(vPathRaw)Salespeople.csv] (txt, utf8, delimiter is ',', embedded labels, msq);

// -------------------------------------------------------------------------------------------------
// Raw load of tmp_BranchRaw (no source set yet).
[tmp_BranchRaw]:
    LOAD
        BranchID,
        BranchName,
        Region,
        City,
        Format
    FROM [$(vPathRaw)Branches.csv] (txt, utf8, delimiter is ',', embedded labels, msq);

// -------------------------------------------------------------------------------------------------
// Raw load of tmp_CategoryRaw (no source set yet).
[tmp_CategoryRaw]:
    LOAD
        CategoryID,
        CategoryName,
        Family
    FROM [$(vPathRaw)Categories.csv] (txt, utf8, delimiter is ',', embedded labels, msq);

UNQUALIFY *;

// -------------------------------------------------------------------------------------------------
// Raw load of tmp_BrandRaw (no source set yet).
[tmp_BrandRaw]:
    LOAD
        BrandID,
        BrandName,
        CountryOfOrigin
    FROM [$(vPathRaw)Brands.txt] (txt, utf8, delimiter is '|', embedded labels, msq);

// -------------------------------------------------------------------------------------------------
// Transforms tmp_CustomerRaw.
[tmp_CustomerClean]:
    LOAD
        CustomerID,
        DocNumber,
        [tmp_CustomerRaw.Segment]                                                        AS Segment,
        [tmp_CustomerRaw.CreditLimit]                                                    AS CreditLimit,
        Capitalize(Trim(tmp_CustomerRaw.CustomerName))                                   AS CustomerName,
        ApplyMap('map_DocType', tmp_CustomerRaw.DocType, 'Other')                        AS DocTypeName,
        If(Len(Trim(tmp_CustomerRaw.City)) = 0, 'No city', Trim(tmp_CustomerRaw.City))   AS CustomerCity,
        Date(Date#(tmp_CustomerRaw.SignupDate, 'DD/MM/YYYY'))                            AS SignupDate,
        ApplyMap('map_CustomerStatus', tmp_CustomerRaw.Status, 'Unknown')                AS CustomerStatus,
        If(tmp_CustomerRaw.CreditLimit >= $(vCreditThreshold), 'High', 'Standard')       AS CreditProfile,
        If(DocNumber = Previous(DocNumber), Peek('SurvivorID'), CustomerID)              AS SurvivorID
    RESIDENT [tmp_CustomerRaw]
    ORDER BY DocNumber, CustomerID;

// -------------------------------------------------------------------------------------------------
// Mapping table (CustomerID → SurvivorID) from tmp_CustomerClean, for ApplyMap.
[map_CustomerSurvivor]:
    MAPPING LOAD
        CustomerID,
        SurvivorID
    RESIDENT [tmp_CustomerClean];

// -------------------------------------------------------------------------------------------------
// Transforms tmp_CustomerClean, combined via CONCATENATE.
[Customer]:
    NOCONCATENATE
    LOAD
        CustomerID,
        DocNumber,
        Segment,
        CreditLimit,
        CustomerName,
        DocTypeName,
        CustomerCity,
        SignupDate,
        CustomerStatus,
        CreditProfile
    RESIDENT [tmp_CustomerClean]
    WHERE CustomerID = SurvivorID;

    CONCATENATE ([Customer])
    // -------------------------------------------------------------------------------------------------
    // Table defined directly in the script (3 columns).
    LOAD * INLINE [
    "CustomerID", "CustomerName", "CustomerStatus"
    "-1", "Unknown customer", "Unknown"
    ];

DROP TABLE [tmp_CustomerClean];

// -------------------------------------------------------------------------------------------------
// Transforms tmp_ProductRaw, combined via LEFT JOIN.
[Product]:
    LOAD
        ProductID,
        [tmp_ProductRaw.SKU]                                                             AS SKU,
        CategoryID,
        BrandID,
        [tmp_ProductRaw.ListPrice]                                                       AS ListPrice,
        [tmp_ProductRaw.UnitCost]                                                        AS UnitCost,
        [tmp_ProductRaw.UnitOfMeasure]                                                   AS UnitOfMeasure,
        Capitalize(Trim(tmp_ProductRaw.ProductName))                                     AS ProductName,
        ApplyMap('map_BrandName', BrandID, 'No brand')                                   AS BrandName,
        Round(
            (tmp_ProductRaw.ListPrice - tmp_ProductRaw.UnitCost) / tmp_ProductRaw.ListPrice,
            0.0001
        )                                                                                AS MarginPct
    RESIDENT [tmp_ProductRaw]
    WHERE tmp_ProductRaw.Status = 'ACTIVE';

    LEFT JOIN ([Product])
    // -------------------------------------------------------------------------------------------------
    // Transforms tmp_CategoryRaw.
    LOAD DISTINCT
        CategoryID,
        [tmp_CategoryRaw.CategoryName]                                                   AS CategoryName,
        [tmp_CategoryRaw.Family]                                                         AS Family
    RESIDENT [tmp_CategoryRaw];

    LEFT JOIN ([Product])
    // -------------------------------------------------------------------------------------------------
    // Transforms tmp_BrandRaw.
    LOAD
        BrandID,
        CountryOfOrigin
    RESIDENT [tmp_BrandRaw];

// -------------------------------------------------------------------------------------------------
// Transforms tmp_SalespersonRaw, combined via LEFT JOIN.
[Salesperson]:
    LEFT KEEP ([tmp_SalesRaw])
    LOAD
        SalespersonID,
        BranchID                                                                         AS HomeBranchID,
        [tmp_SalespersonRaw.MonthlyTarget]                                               AS MonthlyTarget,
        Capitalize(Trim(tmp_SalespersonRaw.SalespersonName))                             AS SalespersonName,
        Date(Date#(tmp_SalespersonRaw.HireDate, 'YYYY-MM-DD'))                           AS HireDate
    RESIDENT [tmp_SalespersonRaw];

// -------------------------------------------------------------------------------------------------
// Transforms tmp_BranchRaw.
[Branch]:
    LOAD
        BranchID,
        [tmp_BranchRaw.BranchName]                                                       AS BranchName,
        [tmp_BranchRaw.Region]                                                           AS Region,
        [tmp_BranchRaw.City]                                                             AS BranchCity,
        [tmp_BranchRaw.Format]                                                           AS BranchFormat
    RESIDENT [tmp_BranchRaw];

DROP TABLE [tmp_BranchRaw];
DROP TABLE [tmp_BrandRaw];
DROP TABLE [tmp_CategoryRaw];
DROP TABLE [tmp_CustomerRaw];
DROP TABLE [tmp_ProductRaw];
DROP TABLE [tmp_SalespersonRaw];

STORE [Customer] INTO [$(vTxfPath)Customer.qvd] (qvd);
EXIT SCRIPT;

05Why this way

06What comes next

Episode 4: we sell in two currencies.

Before you model

Q-Explorator is the Q-Fábrica team's desktop tool to explore QVD, CSV, Excel and Parquet files and to convert CSV, TXT and Excel files into QVD. Open the files of each episode in it to see their content and quality first.

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