Prerequisites Checklist (Insights Dashboards)

Before you start, make sure your environment meets the basic accelerator requirements:

  • License on the partition must cover the Analytics and Dashboards modules.

  • Confirm your Pricefx application is on version 15.2 or higher.

  • You have access to PlatformManager and the target partition where the accelerator will be deployed.

  • Your partition has the Transactional Datamart populated with at least the mandatory fields required by the accelerator:

    • Product

    • Product Label

    • Customer

    • Customer Label

    • Revenue

    • Reference Price

    • Date

    • List Price

    • Profit

    • Quantity

    • Waterfall Fields (Optional)

    • Product Hierarchy (Optional)

    • Product Attributes (Optional)

    • Customer Hierarchy (Optional)

    • Customer Attributes (Optional)

    • Additional Attributes (Optional)

Optional but recommended is that your partition has product and customer master data (Products and Customers Data Sources) if you want to leverage richer hierarchies and attributes beyond what is stored directly in the Transactions Datamart.

Next Step

See Also