Definition Step (Insights Dashboards)

Transactions

1. In the Source Name section (Required):

   1. Select the Transactions Datamart.
      For more information see Mandatory Data (Insights Dashboards).

2. In the Date section (Required):

   1. Select from the provided options:
      List of available options depends on the fields present in the selected Source (Datamart). Usually you are provided with similar fields like the fields listed in the following example.

      • Date

      • month

3. In the Product section (Required):

   1. Select the ProductId from the Transactions Datamart.
      The ProductId is as an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about the Product Id.

4. In the Product Label section (Required):

   1. Select the ProductName from the Transactions Datamart.
      The ProductName is as an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about the product name.

5. In the Product Hierarchy section (Optional):

   1. Select the field (or multiple fields) from the Transactions Datamart that will be mapped as Product Hierarchy attribute.

6. In the Product Attributes section (Optional):

   1. Select the field (or multiple fields) from the Transactions Datamart that will be mapped as Product Attributes attribute.

7. In the Customer section (Required):

   1. Select the CustomerId from the Transactions Datamart.
      The CustomerId is as an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about the Customer Id.

8. In the Customer Label section (Required):

   1. Select the CustomerName from the Transactions Datamart.
      The CustomerName is as an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about the customer name.

9. In the Customer Hierarchy section (Optional):

   1. Select the field from the Transactions Datamart that will be mapped as Customer Hierarchy attribute.
      Select the field (or multiple fields) from the Transactions Datamart that will be mapped as Customer Hierarchy attribute.

10. In the Customer Attributes section (Optional):

    1. Select the field (or multiple fields) from the Transactions Datamart that will be mapped as Customer Attributes attribute.

11. In the Additional Attributes section (Optional):

    1. Select the field (or multiple fields) from the Transactions Datamart that will be mapped as Additional Attributes.
       Additional information that can be used specially for filtering. If not unique by product, customer, month, most common value will be used.

12. In the List Price section (Required):

    1. Select the GlobalListPrice from the Transactions Datamart.
       The GlobalListPrice is an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about the list price. This field is used for computing discounts. Should be an extended field.

13. In the Reference Price section (Required):

    1. Select the LocalListPrice from the Transactions Datamart.
       The LocalListPrice is an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about the reference price. This field is used for computing the Price Realization. Should be an extended field. For more information see Reference Price Extended (Insights Dashboards).

14. In the Revenue section (Required):

    1. Select the InvoicePrice from the Transactions Datamart.
       The InvoicePrice is as an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about revenue.

15. In the Profit section (Required):

    1. Select the GrossMargin from the Transactions Datamart.
       The GrossMargin is as an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about profit.

16. In the Quantity section (Required):

    1. Select the Quantity from the Transactions Datamart.
       The Quantity is as an example. The name of the field may differ based on your Transactions Datamart, but the field should contain information about quantity.

17. Click Apply Settings.

Example

Products

1. Check the Enable Product Source option.

2. In the Source Name section (Required):

   1. Select the Product Data Source.
      For more information see Mandatory Data (Insights Dashboards).

3. In the Product section (Required):

   1. Select the ProductId.
      The ProductId is as an example. The name of the field may differ based on your Product Data Source, but the field should contain information about the Product Id.

4. In the Product Hierarchy section (Optional):

   1. Select the field (or multiple fields) from the Product Data Source that will be mapped as Product Hierarchy attribute.

5. In the Product Attributes section (Optional):

   1. Select the field (or multiple fields) from the Product Data Source that will be mapped as Product Attributes attribute.

6. Click Apply Settings.

Example

Customers

1. Check the Enable Customer Source option.

2. In the Source Name section (Required):

   1. Select the Customers Data Source.
      For more information see Mandatory Data (Insights Dashboards).

3. In the Customer section (Required):

   1. Select the CustomerId.
      The CustomerId is as an example. The name of the field may differ based on your Customer Data Source, but the field should contain information about the Customer Id.

4. In the Customer Hierarchy section (Optional):

   1. Select the field (or multiple fields) from the Customer Data Source that will be mapped as Customer Hierarchy attribute.

5. In the Customer Attributes section (Optional):

   1. Select the field (or multiple fields) from the Customer Data Source that will be mapped as Customer Attributes attribute.

6. Click Apply Settings.

Example

Next Step

• Configuration Step (Insights Dashboards)