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Note: For now, this will be an overview only step, no actions required.
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3. Open the Product Data Source and review available fields and columns. Notice each field is defined with specific data type and measurement. Here you can add an individual field or a group of fields using the buttons on the top-right area.
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Go to Analytics > Data Manager > Datamart from the main menu.
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The system displays the available Datamarts to reuse or update.
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Today you need to create your own Datamart for further sales performance evaluation. You will use the sales transactional data as your data source for this exercise.
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Click on the “Add Datamart” button on the top right corner.
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The dialogue window will open. Type in the name (StudentX) and label of the Datamart. Click on the “Add” button.
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The system will display a green confirmation message on the top of the screen. Once it has been successfully created, review the Datamart by clicking on it.
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You will need to choose the main data source base of which Datamart will be built in the Options menu. In your case it is TXStandardData (DS), select it and click on Confirm the button on the confirmation message.
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Label – allows the user to set a Datamart label/name.
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To combine different sources besides Transaction data you will need to add “Customer Id” and “Product Id” from the field picker to the Datamart by checking the box to those 2 fields in the field picker menu and selecting “Add to fields” button (you can navigate through the existing fields, by scrolling down through the list).
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Once the previous action has been accomplished, you will be able to see more fields in the field picker from other Data Sources, e.g. Product and Customer (pages at the bottom are added). Selected fields are added to the DatamartDatamar
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From the Customer DMDS source you need to pick (check the box) the following fields: Customer Name, Country, Industry, Region, and Customer Group.
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From the Product DMDS source: select Product Group.
From TX DMDS source: select Global List Price, Gross Margin, Cost, Promotion Discount, Invoice Price, Local List Price, Net Price, and Quantity.
Click on the Add to Fields button after every field selection.
You can see how the selected fields are displaying on the right side as you add them together
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You will add 1 more field to the Datamart by typing a formula to store the margin. Click on the “Add Field” button (top left corner).
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Enter the following data and click on the button.
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Expression: InvoicePrice-Cost
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The new field is added to the Datamart (at the bottom of the list):
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Now you are ready to save the new Datamart into the Analytics server. Select “Deploy” on top right corner
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In the opened pop-up window, you will see all the fields that will be written into the Datamart. Select “Deploy” button again. Click “OK” in the confirmation message
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The system will display a list with all the fields already defined in the Datamart.
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You need to make sure that it has all relevant data rows from other data sources. To assure that go to Analytics > Data Manager > Data Loads from the main
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In the list of different data sources, scroll down and look for your latest created Datamart with DM.StudentX (you can use the Label field to search for it). Click on the one with the column Type = Refresh.
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In the left side on the Options area, uncheck the “Incremental” check box, which is used for partial calculation.
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Click on the “Run Data Load” button. Click on the OK button on the confirmation message.
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Go back to Data Loads and review Start Date and End Date time stamps. This will indicate whether the calculations are finished.
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Click on the Refresh button until the Data Load is with status “Ready” to be used.
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Now you need to verify whether the data has been loaded into the Datamart. Go back to Datamart and check the column “#Rows”.
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Select the Datamart and verify the data is loaded in the Data tab.
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