Data stores
Data stores are objects in the Composer module in Varicent Incentives.
You can use data stores to join sources, such as tables, calculations, and draw results, into one large repository.
For example, a data store can be used to pull together results that are required for reporting purposes into one object. The data store can then be used as a source in Presenter to build reports. Reporting users can then easily create reports as all the sources that they require are available in one place. All tables and calculations within the model can be used as sources in the data store, regardless of the component where the data store is located.
At a high level, the following steps describe how to create a data store:
Add a data store object in the Composer module.
Join the data sources that you want in the data store.
Select the detail columns from the added sources that are available to users from the data store.
Define any restrictions to the data.
Rename the detail columns with meaningful names.
Data stores can be wrapped into components within the Composer module, but they are globally visible. Users can select the data store as a source from anywhere in the Composer module. Security can also be applied to any data store to give users permission to view, edit, and delete the object.
Varicent Varicent Incentives includes two system data stores, workflow status and workflow history. These are built-in by default and can be used as data sources when creating Presenter Adaptive reports. They let you track the status and history of your workflows directly within a report.
To learn more about using data stores in Incentives, take the Creating and Managing Data Stores and Views in Incentives course.
Adding data stores
In Varicent Incentives, create data stores to join multiple data sources together.
In the Composer module, from the Palette tab, drag the Data Store object onto the canvas.
Type a unique name for the data store and click Save.
Define the data sources for the data store.
On the Restrictions tab, define any restrictions to limit the records displayed in the data store.
On the Display Columns tab, drag the columns that you want to display in the data store from the data sources to the Add columns pane.
In the Add columns pane, click the column name to rename it.
Click the Edit icon when you are finished renaming the column.
Click Create.
Exporting data store rows to Microsoft Excel
In Varicent Incentives, after adding data to your data store, you can export rows to Microsoft Excel.
You can use the Excel Add-in to import a data store in its entirety. For more information about the Excel Add-in, read: Varicent Excel Add-in.
You can also export data stores to Excel from the Composer module:
In the Composer module, click the data store that you want to export to Excel.
Click Edit.
Click View Current Values.
Click To Microsoft Excel.
Important
From the Composer module, you can view 300 rows of data, and export the full data set to Excel.
Joining data store source restrictions
In Incentives, join and clear conditions automatically in the Composer module.
The Autojoin feature allows the columns with the same name and of the same type to be joined automatically. Note that this feature will not work as expected for numeric columns.
In the Composer module, click the data store that you want to join with another.
Click Edit.
On the Data Sources tab, drag your main data source to the Added Data Sources field.
On the Data Sources tab, drag another data source to the Added Data Sources field.
Note
To join data, you need to add at least two data sources.
On the Restrictions tab, click on the more options (...) icon of the added sub source.
Click Autojoin, and select the main source.
Click Clear to clear all existing conditions.