Creating a Data Source

Before creating a data source, ensure that:

  • You are assigned the CRM Analytics Platform User permission set.
  • You have access to at least one Analytics dataset.

To create a data source:

  1. On the Data Sources tab, click New. The New Data Source window appears.
  2. Enter a name for the data source. For example, Financial Balances.
  3. Search for and select an Analytics dataset. For example, "Financial Balances".
  4. [Optional] Enter a description for the data source.
  5. If you intend to export the plan back to the selected Analytics dataset, select the Output Data Source checkbox. If you want to use the Analytics dataset only as a source of data, leave the checkbox deselected.
  6. Click Next.

  7. Map the relevant Extended Planning and Analysis dimensions to the dimensions in the dataset. To do this:

    1. Search for and select an Analytics dimension. For example, "General Ledger Account Name".

    2. Search for and select an Extended Planning and Analysis dimension that maps to the Analytics dimension. For example, "GLA".

      Tips:
      • Click Show All Results to view your search results in a new window. You can then refine the search further and select the dimension that you want to use.
      • If the relevant dimension is not listed, click New Dimension to add a new dimension.
    3. Click Insert Row to add a new row to the dimension table.
    4. Repeat steps a to c for each dimension that you want to map.
    5. Click Next.

  8. Map the relevant Extended Planning and Analysis measures to the measures in the dataset. To do this:

    1. Search for and select an Analytics measure. For example, "Home Value".

    2. Search for and select an Extended Planning and Analysis measure that maps to the Analytics measure. For example, "Home".

      Tips:
      • Click Show All Results to view your search results in a new window. You can then refine the search further and select the dimension that you want to use.
      • If the relevant measure is not listed, click New Measure to add a new measure.
    3. In the Measure Type column, select the aggregation method, for example, "SUM". For more information, see Data Source Fields.
    4. Click Insert Row to add a new row to the measure table.
    5. Repeat steps a to c for each measure that you want to map.
  9. Click Save.

The data source is now saved and you can use it when creating plans.