User Guide > Data Subset > Data Subset Task Flow
  

Data Subset Task Flow

To define a data subset, add entities and groups to a project. Create a data subset plan and add the entities and groups from the project to the plan. To load data into the subset database, generate and start a workflow from the plan.
Complete the following high-level tasks to create the components for the data subset plan:
  1. 1. Create a project that contains one or more sources.
  2. 2. Create an entity to select related parent and child tables to include in the subset database.
  3. 3. Create filter criteria that defines what data to include in the subset database.
  4. 4. Optionally, create a group to select unrelated tables to include in the subset database.
  5. 5. Create a data subset plan and add the entities and groups to it. Define parameters to filter the data in the columns. For example, you can define a parameter to filter a month column to contain only October.
  6. 6. Generate a workflow from the plan.
  7. 7. Start the workflow.
  8. 8. Monitor the progress of the workflow.
  9. 9. In the target database, verify that the correct data was copied.