Architecture Components (Customer Insights)
- Štěpán Vacek
Extension
Customer Insights Package is an extension of the Sales Insights Package:
The configuration settings of waterfall chart is re-used from Sales Insights.
Advanced Configuration Options
Name | Description |
|---|---|
| {
"sourceName": "Standard_Sales_Data",
"sourceType": "DM",
"customerIdFieldName": "CustomerId",
"customerNameFieldName": "Name",
"productIdFieldName": "ProductId",
"productNameFieldName": "ProductName",
"pricingDateFieldName": "PricingDate",
"invoicePriceFieldName": "InvoicePrice",
"marginFieldName": "GrossMargin",
"quantityFieldName": "Quantity",
"uniqueIdFieldName": "UniqueId"
} |
For more information see the Advanced Configuration Options (Customer Insights).
Logics
Library
CustomerInsights
PA Data Load
CustomerInsights_Aggregation_Sim
Generic Logic
CustomerInsights_CustomerDetailsCustomerInsights_CustomerProductsPortfolioCustomerInsights_DimensionFilter_ConfiguratorCustomerInsights_GlobalView
Dashboards Components
Global View Dashboard
Component | Name |
|---|---|
Logic |
|
Dashboard | |
Company Parameter |
Customer Detail View Dashboard
Component | Name |
|---|---|
Logic |
|
Dashboard | |
Company Parameter |
Customer Products Portfolio Dashboard
Component | Name |
|---|---|
Logic |
|
Dashboard | |
Company Parameter |
Customer Parameters
Name | Description |
|---|---|
PFXTemplate_CustomerInsights_Configuration, including sample data | The majority of the parameters utilized in the Customer Insights accelerator are stored in this table. |
PFXTemplate_CustomerInsights_Customer_Segment, including sample data | Defines the customer segmentation. |
For details see Configuration in Company Parameters (Customer Insights).
Aggregated Data
CustomerInsights
Data Sources
Name | Description |
|---|---|
| Stores the pre-calculated data. |
| Stores information on customer segments and active/inactive attribute for Customers. |
Data Loads
Name | Description |
|---|---|
| Runs a logic to fill data into Data Source |
| Runs a logic to fill data into Data Source |
Calculation Flow
Name | Description |
|---|---|
| Keeps the data (Data Sources, Datamart) synchronized by filling the |
Preferences
Used for the dashboards - with layouts of the portlets. For more information see View Preferences.
Dashboard | Preference |
|---|---|
| |
| |
|
Dependencies
This accelerator depends on the following accelerators which will be deployed during the installation too: