Table of Contents
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Introduction
This exercise will provide you the necessary insights into Analytics setup functionality. The setup of the Analytics starts usually with defining the Datamarts over Data Manager.
A Datamart is a data table with data coming generally from on or more Data Sources and enriched data from calculated fields.
Let’s start with the Data Sources which are the tables that contain structured, typed, non-duplicated and validate data. It is a data container defined by the business user to store specific master and transactional data, such as Customer master or Invoice line items.
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As a Pricing Master Data Administrator, you can use the predefined data sources to load and update the master data and create a specific group of data, called Datamarts, for further evaluation and processing. |
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The following Data Sources are prebuilt in Pricefx: |
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Data Sources are available in the current setup, you can use the “Add Source” button to create a new data source. Note: For now, this will be an overview only step, no actions required. |
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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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The columns in the data source: Deployment – the status of the data and whether it is written in the PA database Key – the mapping element, usually Id Data Type – type of the data field Format – additional definition of the data type Label – name of the column that will be displayed in other tables Name – name of the data entry used by the system Measure – the way how quantitative data should be aggregated Dimension – the way how qualitative data (string, text) should be aggregated
Note: When you need to synchronize the data with the Master Data tables (if there were any updates), the “Sync Meta Data” will be then used. As soon as any changes have been done to the Data Source structure, it should be always deployed to the server by the “Deploy” action. Once the changes are deployed, there will be a database sign in the column “Deployment”. |
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 Add Field – allows the addition of a new data field into the Data Source. Add Fields – allows the addition of more than one new field into the Data Source. Sync Meta Data – helps to synchronize the customer/product master to the customer/product Data Source. Import/Export – allows the user to import/export a schema by copying/pasting text to/from a text editor (e.g. Notepad) and save it as a plain text. Deploy – helps to save and activate the Data Source. As soon as the Data Source is deployed, the Data Feed and Data Load are automatically generated. |
Data” tab on the top left corner. This section displays the “actual” data stored in the fields.
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Analytics > Data Manager > Data Load from the main menu. Note: For now, this will be an overview only step, no actions required. |
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internal copy” (for master data tables) or “flush” (for uploaded externally files), click on the Product label for the data loads. |
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Run Data Load” button. Click OK in the confirmation message. Note: For now, this will be an overview only step, no actions required. |
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Data Sources and verify whether the data has been correctly loaded. You will be able to see records loaded in the “# Rows” column. |
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Customer and TXStandardData data sources and how are they setup. Note: For now, this will be an overview only step, no actions required.  |
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A Datamart is essentially a way to join the two or more sets of data to allow you to run queries, set prices, create charts, and optimize your pricing across both sets of data. Datamart is a Pricefx virtual table that can combine different data sources and it is an important element for variety of the analysis in Pricefx. |
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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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To create a new Datamart:
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 Label – allows the user to set a Datamart label/name. Source – allows the user to choose a Data Source from which the data will be pulled. Normalization – you can decide whether you prefer quicker Datamart queries or refreshes. This option allows you to copy more fields to the DM table to speed up queries at the expense of DM refresh performance or vice versa. Base Currency – allows the user to set the base currency for this Datamart. Base UOM – allows the user to set the base unit of measure for the Datamart.
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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). |
Data Type: Money Name: Margin Label: Margin 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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