The following settings are important for various built-in conversions to work correctly, e.g. to show money values as a percentage (need percent basis), show per unit aggregation options, currency conversions.
Therefore the following steps are recommended when setting up in a Datamart:
- Mark the per unit basis for the quantity/volume field.
- Distinguish if the data is extended or per unit amounts and mark them correctly (see an example of these two options).
- Mark the percent basis (recommended to do it based on a list price, not an invoice price as it treats on and off invoice discounts the same).
- Make sure the data types are correct. (For example, a Text field containing currency makes no sense. The field type must be set to Currency for the application to handle the data correctly.)
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For more details on Datamart fields see Datamarts. |