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Prepare Insight documents

Use this procedure to set up Insight documents.

  1. In Admin Console, create a new project called Northwind with the Northwind database as a data source.
  2. In Studio, import the Insight Geo Data from the delivery package into your project. Verify that you use the geo data package with US states, cities, and Zip codes.
  3. To use pins, create a new translation table called Zip Code Translation Table based on dbo.GEODATA_ZIPCODES. The dbo.GEODATA_ZIPCODES table is included in Data database after Geo Data import is complete.
    1. Map Code to Item Id.
    2. Map Name to Name.
    3. Drag the Longitude field to the Record side.
    4. Drag the Latitude field to the Record side.
    5. Click Load data and select the Beginning of times as the "From date" and Current time as the "To date."
    6. Save the changes.

    This translation tables maps a US ZIP code to a coordinate (latitude and longitude) to be used in the maps to display pins.

  4. Create a new record called Orders based on dbo.Orders and join it with dbo.Order Details.
  5. Select the record and the following:

    • OrderDate

    • Quantity

    • ShipCity

    • ShipCountry

    • ShipPostalCode

    • UnitPrice

    1. Next, select the ShipPostalCode field.
    2. To assign this record field to the translation table, on the Property panel, select Zip Code Translation Table.
    1. Change the Storage type to Store, using Overwrite Logic.
    2. Click Load data and select the Beginning of times as the "From date" and Current time as the "To date."
  6. Create a standard revenue metric called Revenue.

    Use the Orders record as the metric source and define the following options:

    1. Date / Time field: OrderDate.
    2. Revenue derived field (Float). This is the Quantity multiplied by the UnitPrice value. Assign it as the Value via the Property Panel (the Purpose property).
    3. Dimensions: Assign ShipCity, ShipCountry, and ShipPostalCode as dimensions.
    4. Change the Storage type to Store, using Overwrite Logic.
    5. Click Load data and select the Beginning of times as the "From date" and Current time as the "To date."
  7. Save the changes.