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 Model||Description||Viewable by Payees?|
|Transactions||Displays all transactions.||No|
|Credited Transactions||Includes all of the credits that are generated for the end-user along with the related transaction and order-specific details||Yes|
|Uncredited Transactions||Displays transactions that have not yet been credited and have not contributed towards any payments for a given period.||No|
|Payee Transactions||Displays transactions by payee based on assigned credits||Yes|
|Credits||Contains the results of the crediting stage, and for each payee, shows whether they got credit and how much credit they received.||Yes|
|Incentives||Includes the amount of incentive earnings for each payee, quota values and rates for each of the items being measured.||Yes|
|Commissions||Displays commissions whose incentives are calculated based on credits rather than measurements.||Yes|
|Measurements||Displays the values that represents achievement for each payee.||Yes|
|Deposits||Dispays the total payout earned for each payee in a period, including Earning Groups and Earning Codes.||Yes|
|Payment Summary||Displays payee payment information, including earnings from prior periods.||Yes|
|Balances||Displays payee balance information for the period.||Yes|
|Model Credits||Displays credits for a period created using the Modeling feature.||No|
|Model Measurements||Displays measurements for a period created using the Modeling feature.||No|
|Model Incentives||Displays incentive earnings for a period created using the Modeling feature.||No|
|Model Deposits||Displays deposits for a period created using the Modeling feature.||No|
|Disputes||Displays disputes submitted by payees. Contains volume of cases, categorization by dispute status, dispute type, assignment, etc.||No|
|Plan Documents||Displays the status of distributed plan documents.||No|
|Pipeline Metrics||Enables Admins to see different types of pipeline runs (Compensate and Pay, XML Import, etc.) that have been executed in the system.||No|