Explore Key Performance Indicator Exports
Learning Objectives
After completing this unit, you’ll be able to:
- Explain integration dimensions and integration metadata.
- Describe the real-time reporting configuration Salesforce object.
- Analyze the system export process from processing service tables.
- List the differences between full export and delta export.
Key Performance Indicator Exports
Key performance indicator (KPI) data exports help to streamline and reuse data. Key account managers (KAM) can analyze data faster and evaluate promotion performance more efficiently with KPI exports.
To export KPI data in Consumer Goods (CG) Cloud, KAMs work with Salesforce admins to set up these required licenses, permissions, and apps in their org.
- Consumer Goods Retail Execution Licenses and Permission Set Licenses
- Trade Promotion Management Permission Set Licenses
- Salesforce Connected App for user authentication
- Integration API user permission to trigger the Apex code that starts the export
- Business Years setting for all export functions. Export functions are based on the sales org, business year, and data sources, such as accounts or promotions.
Integration Dimensions and Integration Metadata
As a Salesforce admin, you configure KPI exports and Real-Time Reports (RTR) in CG Cloud by using an RTR metadata definition Salesforce object, also known as sObject. Create dimensions and metadata in the RTR metadata definition sObject using Integration API. All KPI definitions included in a KPI export or a real-time report are part of a Reporting KPI set.
You must create dimension meta as RTR report configuration records for each dimension and sales org. These configuration records hold the dimension meta information for the integration export needed to export CSVs. For example, the integration export gathers the account dimension data from the Account sObject.
After creating the RTR Report Configuration record in CG Cloud, provide the configuration usage. Select the usage as Integration Account Dimension as shown in this image.
You can explicitly mention the KPI definitions in the metadata file to complete the configuration. The integration meta configuration defines dimensions, export columns, filters, or conditions for CSV exports.
Before creating an integration meta configuration entry in the RTR report configuration, create, save, and synchronize the Salesforce integration dimension meta configuration.
You can create a CSV export integration metadata configuration by adding a new report configuration entry to the RTR Report Configuration record in CG Cloud.
Select Integration Metadata as the configuration usage as shown in this image.
Now you’ve got a good idea of how to configure integration dimensions and metadata. Next, check out the steps to configure the RTR configuration sObject.
Real-Time Reporting Configuration Salesforce Object
Create RTR report configuration records to export CSV files. To do this, use the object RTR report configuration—CGCloud_RTR_Report_Configuration__c—available in CG Cloud.
The RTR report configuration records contain the dimension meta information for the integration export. For each dimension and sales org, you can create RTR report configuration records according to the scope of the export.
- Account Dimension with usage Integration Account Dimension
- Product Dimension with usage Integration Product Dimension
- Promotion Dimension with usage Integration Promotion Dimension
- Tactic Dimension with usage Integration Tactic Dimension
Define KPI export configurations for sales orgs and data sources. The configurations are unique for each sales org and data source. Here’s how you do it.
- Define the data source for the export. For example,
"name": "AccountAndPromotionMeasures". - Next, configure the different dimensions, such as Account Dimension, Product Dimension, or Time Dimension.
- Define the export settings.
The layout of the export is the most important setting in the KPI export configuration. It shows KPI dimensions or time dimensions in columns. You can have a column for each dimension measure.
After the dimension metadata is created and configured, you save and synchronize it to CG Cloud Processing Service.
System Exports from Processing Service Tables
CG Cloud executes system exports from various tables in CG Cloud Processing Service. Here’s a list of the integration data sources and business data sources for system exports.
Integration Data Sources (Inbound Data Sources) |
Business Data Sources (Writeback Data Sources) |
|---|---|
|
Daily/Weekly Data
|
|
|
Conditions
| |
|
Promo (Tactic) Data
|
The scheduling parameter is businessyear for business data sources and calendaryear for integration data sources.
Full Export or Delta Export
CG Cloud empowers you to perform both full export and delta export. A delta export helps you get specific data based on your business needs, thereby saving time and improving efficiency. By default, you can export a file with complete data, known as a full export. After you commit the export, CG Cloud saves the details of the committed export.
However, when exporting to downstream systems, you can perform a delta export by exporting only partial data. CG Cloud compares the current state of a file with the last committed export, and exports only the difference, or delta, instead of the complete data. The modified columns in delta export indicate the export status.
- Insert (i): A new record was inserted.
- Update (u): The values of the existing record were updated.
- Delete (d): The existing records were deleted.
If CG Cloud doesn’t have a previous export with the same scheduling parameters, the delta export is the same as the full export.
Move Data Around
In this unit, you learned about the integration dimensions and integration metadata for KPI data exports, the RTR Configuration sObject, and system exports from the CG Processing Services table. You also analyzed the differences between full export and delta export in CG Cloud.
In the next unit, you learn about the page layout for configuring promotion profit and loss (P&L) data and using the CSV output for business purposes.