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Individual Training: Create your own Analytics Dashboards and Questions
Individual Training: Create your own Analytics Dashboards and Questions

This post explains how to create your own dashboard and questions.

Urs Goldener avatar
Written by Urs Goldener
Updated over a week ago

Explain data structure

(1) Tables for articles/stocks:

Article (item data): this data can be linked to the following tables (link to standard data):

  • Supplier (vendor)

  • Store

  • Assortment Group, and

  • Category (product groups) and

  • Article Tags (specifications of articles e.g. season) and

  • Latest Purchase Price and

  • Latest SalePrice (VP)

Stock: What stock do we have right now?

  • The current stock level is shown here (now).

(2) Tables for sales data

Link to standard data:

  • Customer (customer data)

  • Supplier

  • Store

  • Assortment Group, and

  • Category (product groups) and

  • Article Tags (specifications of articles, e.g. season) and

  • Time (date in different columns)

Customer (customer data): This data can be linked to the following tables:

  • Customer (customer data)

  • Adress Customer (addresses of the customer)

Line Item (sales booking): Which items were sold on a receipt?

Cash Journal: What individual bookings were made in the cash journal?

  • Payment Type: Deposits, Expenses, Differences

  • "Withdraw" are deposits to another account e.g. Bank, Six

Transaction (totalised payment distribution per receipt)

  • How was a receipt paid? Voucher sold/redeemed, card, cash, invoice

Movement:

  • How did you move the items? Sales, article inputs, returns, etc.

Shift (Cash): this data can be linked to the following tables

  • Shift-Instance (daily statement)

Time (date in different columns): If Transaction, Movements, Line Item are linked to Time, the date can be summed in different columns. Weekday, Month, Hour, Year)

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