Verify Mandatory Data (Insights Dashboards)

After deployment, verify that your data model aligns with the accelerator’s expectations. Ensure your Transactions Datamart includes at least the following fields:

Fields

Data Type

Description

Unique Id

String

Unique identifier of the transaction.

Product Id

String

Identifier of the product.

Product Label

String

Human-readable product name or label shown in dashboards.

Customer Id

String

Identifier of the customer; mandatory if Customer Master is deployed.

Customer Label

String

Human-readable customer name or label shown in dashboards.

Revenue

Money/Number

Total revenue amount for the transaction.

Date

Date

The date used for grouping and filtering transactions (e.g., pricing date, billing date, valid from).

List Price

Money/Number

Transaction list price.

Profit

Money/Number

Transaction profit.

Quantity

Number

Transaction quantity.

Additional waterfall-related fields

Money/Number

Optional: Additional fields for waterfall analysis.

Product Hierarchy

String

Optional: One or more fields representing hierarchical product groupings used for drill-down and aggregation.

Product Attributes

String

Optional: Additional non-hierarchical product attributes available as filters and breakdown dimensions.

Customer Hierarchy

String

Optional: One or more fields representing hierarchical customer groupings used for drill-down and aggregation.

Customer Attributes

String

Optional: Additional non-hierarchical customer attributes available as filters and breakdown dimensions.

Additional Attributes

String

Optional: Any other transactional attributes that you want to use for filtering, grouping, or slicing measures in dashboards.

If you use Products and Customers master data, confirm that IDs and key attributes (e.g., Product Id, Product Name, Customer Id, Customer Name, and main classification attributes) are available for use as hierarchies and attributes in configuration.

Next Step

See Also