Instructing analytics to use financial transactions as the basis for sales history

As shipped and by default, iMIS Analytics uses the Activity table for the source for sales history. However analytics supports using financial transactions (Trans) as an alternative source. ASI now recommends Trans as the preferred source for a number of reasons, but overall we feel that Trans based sales history is going to drive better and more timely information for all customers we are aware of.

The change requires an update to the Sales Extract script that is shipped with iMIS Analytics, a parameter change, and a data warehouse and cube rebuild.

The procedure for enabling trans based activity is:

  1. Update the Sales Extract script with the latest script from: http://svn.imiscommunity.com/svn/imiscommunity/trunk/imis/modules/analyt.... See Updating Analytics Extract Scripts for instructions.
  2. With "analytics configuration", set "i10.UseTransForSalesHistory” to 1 and save. See Changing Analytics Configuration Options for instructions.
  3. From a SQL browser, login, set the analytics data warehouse as your current database and run the following procedures:
    EXEC asi_DWSInitDB
    EXEC asi_DWSETLAll 1
    
  4. Rebuild cubes.