Creating a Data Source

A Data Source is a structured set of Analytics and Planning data sets that provide data for creating a plan. They are used to extract data from Analytics and transfer it into the plan or vice-versa. Data sources also provide metadata that describes the data sets. This metadata is essential in understanding the data and transforming it into a format that can be used in the plan.

The data sources play an important role in the plan creation process. They provide a structured and organized way of accessing and transferring data from external sources into the application. You can use data sources to ensure that the plan data is accurate, consistent, and up-to-date, essential for effective planning and decision-making.

To load data into the plan, you can use either a data transfer process or upload from a package. During the transformation, you determine the target for transferring the data from the data source. This target could be a specific table, a set of related tables, or any other appropriate destination within the application.

To create a data source:

Notes:

• You must have assigned the Analytics permission set.
• You must have at least one Analytics Dataset created before creating a data source.
• You must have at least one dimension and measure already mapped.
• Use the search box in the grid to refine the displayed content and help you find the information you are looking for.
• You can search the content of any of the displayed columns. A dimension and measure can be used only once in each column.

1. On the Data Sources tab, click New. The New Data Source window appears.
2. In the Data Source Name field, enter the name of the data source. For example, DataSource0.
3. In the Analytics Dataset API Name lookup field, search for the Analytics Dataset API name. For example, Financial_Transactions. You must ensure that the name contains no blank spaces and typos to avoid issues.
4. [Optional] In the Data Source Description field, enter the description for the data source.
5. [Optional] Select the Output Data Source checkbox to export the plan to the data source.
6. Click Next.
7. In the Dimensions sections:
   1. Click or press Enter. The new row will be added to the dimension table. By default a blank row is displayed.
   2. In the Analytics Dimension column, search the analytics dimension. For example, Transaction Line Name. After selecting a dimension, it will no longer appear in the list.
      Note: All dimensions available in the dataset previously selected will be retrieved, excluding the date type dimensions.
   3. In the Planning Dimension column, search the planning dimension. For example, Dimension 1. After selecting a dimension, it will no longer appear in the list.

   4. [Optional] Select the checkbox next to the row to enable the . Click to delete the dimension row.

   5. Click Next.
      Note: If you navigate back by clicking Back, the selected Analytics and Planning dimensions will be saved and will only be erased when you change the dataset in the Analytics Dataset API Name lookup field.
8. In the Measures section:
   1. Click or press Enter. The new row will be added to the measure table. By default a blank row is displayed.
   2. In the Analytics Measure column, search for the analytics measure. For example, Home Value. After selecting a measure, it will no longer appear in the list.
      Note: All measures available in the dataset previously selected will be retrieved, excluding the date type measures.
   3. In the Planning Measure column, search for the planning measure. For example, Actual Amount. After selecting a measure, it will no longer appear in the list, search
   4. In the Measure Type column, search for the measure type. By default, the Sum measure type is selected.

      The following are the supported measure types:

      1. Average
      2. Count
      3. Maximum
      4. Minimum
      5. Sum
      6. Unique
   5. [Optional] Select the checkbox next to the row to enable the . Click to delete the measure row.
9. Click Save.