Prepare Insight documents
Use this procedure to set up Insight documents.
- In Admin Console, create a new project called Northwind with the Northwind database as a data source.
- In Studio, import the Insight Geo Data into your project. Verify that you use the geo data package with US states, cities, and Zip codes.
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To use pins, create a new translation table called Zip Code
Translation Table based on
dbo.GEODATA_ZIPCODES.
- Map Code to Item Id.
- Map Name to Name.
- Drag the Longitude field to the Record side.
- Drag the Latitude field to the Record side.
- Click Load data and select the Beginning of times as the "From date" and Current time as the "To date."
-
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.
- Create a new record called Orders based on dbo.Orders and join it with dbo.Order Details.
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Select the record and the following:
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OrderDate
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Quantity
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ShipCity
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ShipCountry
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ShipPostalCode
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UnitPrice
- Next, select the ShipPostalCode field.
- To assign this record field to the translation table, on the Property Panel, select Zip Code Translation Table.
- Change the Storage type to Store, using Overwrite Logic.
- Click Load data and select the Beginning of times as the "From date" and Current time as the "To date."
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Create a standard revenue metric called Revenue.
Use the Orders record as the metric source and define the following options:
- Date / Time field: OrderDate.
- 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).
- Dimensions: assign ShipCity, ShipCountry, and ShipPostalCode as dimensions.
- Change the Storage type to Store, using Overwrite Logic.
- Click Load data and select the Beginning of times as the "From date" and Current time as the "To date."
- Save the changes.