Automated customer master data sync from SAP ERP to Tableau - daily extract refresh workflow

lisasql
Mon, 01 Sep 2025 09:55:41 +0000

For data validation, we implemented three layers: 1) Completeness checks (required fields like customer name, sales org, credit limit must be populated), 2) Format validation (postal codes match country format, email addresses valid syntax), 3) Business rule validation (credit limit within approved ranges, sales territory matches region mapping). Records failing validation go to an exception queue for manual review.

For incremental updates, we use SAP’s change document tables (CDHDR/CDPOS) to identify modified customer records since last extract. This is more reliable than timestamps because it captures all field-level changes. The ETL job queries change documents from the last successful run timestamp, extracts only modified customer IDs, then does full record pull for those customers.