Creating Datasources in Infoveave

Explore the field of creating and configuring Datasources in Infoveave. From understanding supported Datasource types to hands-on steps in connecting external systems, we guide you through the process. Learn the art of data table configuration, defining measures and dimensions for analysis, and visualization with Infoveave, empowering you to make informed decisions in a dynamic business environment.

Guide to Creating a Datasource: A Step-by-Step Process

Creating a Datasource on Infoveave starts by selecting the Datasource type, importing the data to Infoveave, configuring the measures and dimensions and uploading the data (for flat files only).

Note: We’ve prepared a sales dataset exclusively for you to download and utilize throughout this course. Make sure the dataset is downloaded and used throughout the course. This will significantly enhance your understanding of creating and configuring Datasources in Infoveave.

Dataset: SalesData

Select Datasource Type

Let’s start the process of Datasource creation by selecting the Datasource type.

1. Begin your journey by logging into Infoveave using your login credentials.
2. Head to the Studio module within the Infoveave main menu.
3. Click on Studio and from the drop options select Datasources.

Note: All types of Datasources, created by you or shared with you will be displayed under My Datasources and Shared Datasources (if any).

1. To start building your Datasource within Infoveave, click on the New Datasource option.

• Look for the New Datasource option on the right side of the layout.

2. You will now land on the Infoveave Datasource options page.
3. Let us select Excel as our Datasource option.
4. Once Excel is selected from the list of all available Datasource option, you will be redirected to a set the Basic Configuration for your Excel based Datasource.

Note: Download the attached Excel dataset (SalesData) and get ready to start creating your first file based Datasource in Infoveave.

5. Now select the and upload your Excel dataset to Infoveave, from your local storage.

• Please remember that in Infoveave we need define the table format (dataset skeleton) first and hence we are limiting the dataset file size to 5Mb max.
• You can neglect the options on Connections and Excel Skip Row Settings for this tutorial.
• Once uploaded, the dataset name will be reflected in the file picker box.

6. Once you have uploaded the dataset (SalesData), click on Next option to configure the data table.
7. As you click the Next option the file processing start. Once the file processing is over, a tabular preview of the data will be available.

Configure Data Table

Great now you can the preview of the uploaded SalesData. The next step is to configure the data table in Infoveave.

1. Let’s start with giving the Datasource a name. By default, the Datasource name is set to New, let’s now give the Datasource a name for example “Sales Data”.

2. Now, let’s tailor the table to your preferences. To do this, click on the Edit icon located close to the table name. You’ll find various options to configure specific fields within this section.

• Table Name: Here, you can specify a meaningful name for your table. In our case, for example let’s name it “SalesData.”
• Ingestion Type: Choose the appropriate ingestion type based on your needs. Options include Incremental, Truncate and Reload, or Update. For this tutorial, we will set the ingestion type to Incremental.
• Date Column Exists: This checkbox helps identify the default date column in your dataset.
• Add Upload Date: Select this checkbox if you want to include an upload date column. This can be beneficial for tracking when new data was added to the dataset.

• Please keep in mind that the Table Name can only contain chars and numbers.

Note: Understanding data ingestion methods in Infoveave.

• Incremental:

  • Description: With the “Incremental” ingestion type, new data seamlessly integrates into the existing dataset without impacting loaded data.
  • Ideal Usage: This mode is perfect for continuously appending new records to your dataset, especially in scenarios where frequent updates occur.

• Truncate And Reload:

  • Description : Opting for “Truncate and Reload” means completely replacing the existing dataset with the latest data.
  • Ideal Usage: This mode is beneficial for refreshing your dataset with the most recent information and eliminating previous data. It suits scenarios where the entire dataset requires periodic updates.

• Update:

  • Description: In this mode, Infoveave identifies matching records between new and existing data based on defined keys. Updated records replace existing ones, and new records are added.
  • Ideal Usage: Efficient for refreshing your dataset with new information and updating existing records without starting from scratch.

3. Now click on Save button on the bottom right corner of your screen. You will be redirected to Datasource designer.

• We will come back on Calculated Columns and Add Files option on later stage.

Configuring Measures and Dimensions

In the cube designer, you can find the data table ready to be configured with measures and dimensions. For easy understanding, measures are those columns that contain numeric values, and the rest of the columns fall under the category of dimensions.

Note: In the table Measure columns are indicated by the ”#” symbol, and dimension columns are indicated by the “T” symbol.

See the below image to get introduced to each component within the cube designer. Each component will be covered in detail in the following sections.

Configuring Measures

Let’s start defining the measures for Datasource creation and related analysis. To create a measure, follow these steps:

1. Identify the specific data table and column where you want to define as a measure. In our case let’s choose the column “Factory Price” to be defined as the measure value.
2. Find the designated column (Factory Price) in the table and click on the Add Measure icon.

3. A window called Add Measure will appear, allowing you to set up the measure.

4. The Table and Column fields are already filled based on your selection.

5. The Type field is preselected according to the data type of the chosen column.

6. In the “Add Measure” window, you will find the Aggregation field. In our case let’s choose the aggression type as SUM. You also get other aggregation functions as below:

   • Count: Total count of values in the column.
   • Sum: Summation of numeric values.
   • Average: Mean value of numeric data.
   • DistinctCount: Count of distinct values.
   • Min: Minimum value in the column.
   • Max: Maximum value in the column.

7. Configure the measure’s properties for clarity and relevance. Since it is a price let us keep the $ sign as Suffix and precision to be 0.

   • Prefix: Optional addition before measure values.
   • Suffix: Optional addition after measure values.
   • Measure Name: A distinctive name for the measure.
   • Format: Desired display format for measure values.
   • Precision: Decimal precision for numeric values.
   • Description: Explanation of the measure’s purpose.

8. Click Add Measure to complete the setup.

9. Your created measure will be visible under “Measures” in the Measures Panel.

• Start defining other columns with numeric data as measures with the appropriate aggregation type.

Configuring Dimensions

Let’s start defining the dimensions for Datasource creation and related analysis. To define a dimension, follow these steps:

1. Identify the specific data table and column where you want to define as a measure. In our case let’s choose the column “Order Priority” to be defined as the dimension value.
2. Find the designated column (Order Priority) in the table and click on the Add Dimension icon.

3. A window called Add Dimension will appear, allowing you to set up the dimension.

• In this tutorial, let us ignore the Key Column, Order Column, Hierarchy Name, Attribute, Attribute Key Column, and Attribute name.

4. Click the Add Dimension button to finish setting up your dimension.

• Start defining other columns with non-numeric data as dimension.
• Remember that Date Column is always defined as Date Dimension.

5. Once all the required measures and dimensions are defined click on the Save button to save the Datasource configuration.
6. You will be now redirected to the Infoveave Datasource page for data upload.
7. We have effectively established the structure of the Datasource in Infoveave.

• Please note that only the data table has been configured, and the next critical step is uploading the data into Infoveave.

Suggestions: In order to effectively analyze and visualize your data in Infoveave, it’s crucial to define the appropriate aggregation types for each column. Please use the following table as a guide and ensure that you define the columns in your dataset according to the specified aggregation types.

Measure Name	Aggregation Type
Order ID	Count
Latitude	Average
Longitude	Average
Product ID	Count
Factory Price	Sum
Shipping Cost	Sum
Transit Insurance Percentage	Average
Transit Insurance value	Sum
Invoice Price	Sum
Handling Charge	Sum
Unit Price	Average
Market Price	Average
Quantity	Sum
Total Price (MRP)	Sum
Total Cost (Manufacturing)	Sum
Profit	Sum

Dimension Name	Description
Order Date	Order date when the order was placed.
Ship Date	Date when the order was shipped.
Order Priority	Priority level of the order.
Sales Channel	Channel through which the sale was made (e.g., Online).
Dealer Name	Name of the dealer involved in the sale.
Customer ID	Unique identifier for the customer.
Customer Name	Name of the customer.
Gender	Gender of the customer.
Country	Country where the order was placed.
State	State within the country.
City	City where the order was placed.
Category	Category of the product.
Product Name	Name of the product.
Product Type	Type of the product (e.g., Jar, Packet).

Conclusion

In conclusion, this lesson empowers you to navigate the intricacies of selecting Datasource types. Through a step-by-step approach, from defining measures and dimensions to understanding data ingestion methods, the course provides a comprehensive foundation on Datasource creation in Infoveave. The accompanying sales dataset enhances hands-on learning, enabling users to confidently create and configure Datasources in Infoveave.