Creating Stories with Embedded Analytics

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Create a story in Embedded Analytics
  • Identify the data models available with Embedded Analytics
  • Create a custom data model
  • Create a team in Embedded Analytics

Stories and Data Models

A story is a presentation-style document that uses charts, visualizations, text, images, and pictograms to describe data. The image below shows a story that displays credit data in a table and chart. Only users that belong to the Administrator or Author user group can create a new story.

Widgets are the display objects in a story. Examples of information shown in a widget include tables, charts, images, and text.

To create a story:

  1. Open embedded analytics
  2. Select the Create (+) icon on the toolbar
  3. Select the data model. Data models are discussed in the upcoming topic.
  4. A new story with a blank canvas is displayed.
  5. Use the icons in the middle of the canvas to add new objects to the story. You can use a chart, table, image, shape, or text.
  6. If you add an object such as a chart or table that requires you to select data fields, a builder tool appears on the left side of the canvas.
  7. Use this builder to select the information you want to display in the story. For example, for transactions, you may want to display the Order ID, date, product ID, customer name, and value.
  8. Use the Save icon on the toolbar to save and name the story.

Simulation : Create a Story in Embedded Analytics

Data Models

When you create a new story, you are first prompted to select a data model. Data models determine which data fields are available for use within each story. Each story in embedded analytics is based on a data model.

The data model determines which measures and dimensions can be used for analysis in a story. When first creating a story, you'll be prompted to select the data model that will be used. The following table shows some common data models, a description, whether this data model is available for a payee to view, and whether the period type is based on the fiscal or the Gregorian calendar.

Embedded analytics has over 20 data models that are included in every environment. You may notice that many of these data models, such as Credits, Incentives, and Payments, are based on the output of compensation rules. However, some data models are more specialized, such as Model Measurements or Plan Optimizer.

Most data models are available for payees to view as long as they have access to embedded analytics. Two data models, Transactions and Classified Transactions, are visible only to users with access to all data.

Transactions: Data Model includes all transactions across all payees. The Transactions Data Model is based on gregorian periods and is meant exclusively for administrative use. As a recommended practice, stories using this Data Model shouldn't be shared with non-admins, unless they apart of senior management.

Classified Transactions: Data Model includes all classified transactions across all Payees. This model is based on fiscal periods and is meant exclusively for administrative use.

Embedded Analytics Data Models

Select each data model in the following interaction to see a description.

The table below shows a sampling of commonly used data models and their descriptions.

Data ModelDescriptionViewable by Payees?
TransactionsDisplays all transactions.No
Credited TransactionsIncludes all of the credits that are generated for the end-user along with the related transaction and order-specific detailsYes
Uncredited TransactionsDisplays transactions that have not yet been credited and have not contributed towards any payments for a given period.No
Payee TransactionsDisplays transactions by payee based on assigned creditsYes
CreditsContains the results of the crediting stage, and for each payee, shows whether they got credit and how much credit they received.Yes
IncentivesIncludes the amount of incentive earnings for each payee, quota values and rates for each of the items being measured.Yes
CommissionsDisplays commissions whose incentives are calculated based on credits rather than measurements.Yes
MeasurementsDisplays the values that represents achievement for each payee.Yes
DepositsDispays the total payout earned for each payee in a period, including Earning Groups and Earning Codes.Yes
Payment SummaryDisplays payee payment information, including earnings from prior periods.Yes
BalancesDisplays payee balance information for the period.Yes
Model CreditsDisplays credits for a period created using the Modeling feature.No
Model MeasurementsDisplays measurements for a period created using the Modeling feature.No
Model IncentivesDisplays incentive earnings for a period created using the Modeling feature.No
Model DepositsDisplays deposits for a period created using the Modeling feature.No
DisputesDisplays disputes submitted by payees. Contains volume of cases, categorization by dispute status, dispute type, assignment, etc.No
Plan DocumentsDisplays the status of distributed plan documents.No
Pipeline MetricsEnables Admins to see different types of pipeline runs (Compensate and Pay, XML Import, etc.) that have been executed in the system.No

Create a Custom Data Model

In addition to the stock data models, embedded analytics allows you to create custom data models. This is done by allowing an administrator to upload custom code on a new landing page.

Administrators with permission to add custom data models can access this feature by selecting Embedded Analytics Configuration on the application menu.

The Embedded Analytics Configuration page has two tabs: File Manager and Data Model Permissions. On the File Manager tab, the administrator can create or update a CSN file that contains the metadata for all the custom models available in the environment. The easiest way to do this is to download the existing CSN file and make the necessary edits. Documentation on creating and editing the CSN file can be found in the online help.

Once the CSN file has been created or edited, the Data Model Permissions tab allows the administrator to determine which user types can access the data model. Only administrators and authors can be granted access to data models as viewers can't create stories.

Create a Team in Embedded Analytics

A Team in embedded analytics is a group of users assigned for a particular purpose. Teams are useful when you have a group, such as a sales team, with whom you’d like to share stories or folders regularly without having to select the members one at a time. Only Administrators or Authors can create Teams.

A Team can have an associated folder. This is a very easy way to share contents of a folder to the same team regularly. If you create a folder in a Team, the folder can only be deleted by deleting the Team.

To create a Team:

1. Select Teams from the Files menu

1. Select the Create icon to open the Create Team dialog box.

2. Add team members and select Create.

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