Populating a Datamart
Upon completing the previous steps, the system displays a confirmation message indicating the next steps and the fields for customer and product details are shown.
Select customer fields. Choose the following fields from the Customer source: Customer Name, Country, Industry, Region, Customer Group
Select product fields. Choose the Product Group field from the Product source.
Select Pricing and Financial Fields. Select the following fields from the Data source: Global List Price, Gross Margin, Cost, Promotion Discount, Invoice Price, Local List Price, Net Price, Quantity
Add Selected Fields:
Click on the "Add to Fields" icon at the bottom to include the selected fields.
Confirmation of Added Fields:
The system displays a confirmation message at the top of the window.
All selected fields from the existing data sources appear on the right side.
Create Additional Field for Margin Result:
To store a margin result, an additional field must be created in the datamart.
Click on the "Add Field" icon at the top-right of the window.
Enter the required fields marked with red asterisks (Data Type, Label, Name, Expression or formula).
Click on the "Add Field" icon at the bottom.
Display New Field:
The system displays the new additional field with the calculated formula to store the margin result.
Deploy Fields:
Click on the "Deploy" icon in the top-right corner.
The system shows all fields in green color (if no warnings are displayed).
Click on the "Deploy" icon at the bottom of the window.
Deployment Confirmation:
The system displays a confirmation message.
Click on the "OK" icon.
A confirmation message appears after deployment completion.
Notice the different data sources under the Owner column.
Complete Datamart Field Structure:
The datamart field structure is now completed.
Execute Data Load Process:
Go to the main menu and navigate to Analytics > Data Manager > Data Loads.
The system displays a list of all data load executions.
Click on your datamart with "Refresh-Draft" status.
On the left-side section, unselect the Incremental checkbox to ensure complete calculation.
Click on the "Run Data Load" icon in the top-right corner.
Click on the "OK" icon in the confirmation message.
The system performs the data load processing with "Pending" status.
Wait until the status changes to "Ready".
Review Data Load:
Click on the "Refresh" icon at the top-corner of the window.
Review the data load of your datamart with "Ready" status.
Review Datamart Information:
Go to the main menu and navigate to Analytics > Data Manager > Datamarts.
Notice the number of rows populated for your datamart.
Click on the "Data" tab at the top-left corner.
Review the data loaded into your datamart.
By following these steps, you will successfully create and populate a datamart, ensuring all necessary fields and data are accurately included and processed.