Creating a table from the Data module
You can create new Data, Structural, Custom, and Hierarchy tables in the Data module.
Adding tables
In Varicent Incentives, add tables in the Data module to contain the data required for your model.
There are two ways to create a table from the Data module landing page:
Click + Add → New table.
Click + Add → Import data to new table. To continue with importing data to a new table, read: Importing data into a new table.
From the Table type drop-down list, select the type of table that you want to create and click Next.
For more information about the different types of tables, and how to add different tables, read: Table types.
Type a name for the table. The table name can't contain spaces.
Choose a target component for the table within the Composer module.
Type a description for the table.
If you want this table to contain effective dates, turn on the Effective dated toggle.
Click the Add icon
to add more fields to the table.For each field that you add, perform the following steps:
If the field is a primary key field, turn on the Primary key toggle.
Type a name for the new field.
Important
Each field in the table must have a unique name. Field names can contain spaces. Field names can't be changed after the table is added.
From the type drop-down list, select the column type.
If you select Pick List as the column type, define the pick list field.
Click Add.
Note
All newly created tables are set to Global by default.
Adding Data tables
In Incentives, you can add a Data table that can be used to hold transactional data.
There are two ways to create a Data table from the Data module landing page:
Click + Add → New table.
Click + Add → Import data to new table. To continue with importing data to a new table, read: Importing data into a new table.
Click Data table.
Type a name for the table. The table name can't contain spaces.
Choose a target component for the table within the Composer module.
Type a description for the table.
If your model contains more than one calendar, from the Calendar drop-down list, select the calendar that you want to associate with this Data table.
For each field that you add, perform the following steps:
Click the Add icon
to add more fields.If the field is a primary key field, turn on the Primary key toggle.
Note
Although Data tables can contain multiple primary key columns, to simplify the partitioning process during calculation creation, use only one column, such as a transaction ID column.
Type a name for the new field.
Important
Each field in the table must have a unique name. Field names can contain spaces. Field names can't be changed after the table is added.
From the type drop-down list, select the column type.
If you select Pick List as the column type, define the pick list field.
Click Add.
Note
All newly created tables are set to Global by default.
Adding hierarchy tables
In Varicent Incentives, you can add a hierarchy table that can be used to structure your data into hierarchical relationships. This is useful when creating a organization chart showing manager to payee relationships, or when organizing territory data.
From the Data module, click + Add → New table.
Click Hierarchy table.
Type a name for the hierarchy table.
Type a description for the hierarchy table.
If you want this table to contain effective dates, turn on Effective dated toggle.
If you want this table to pick list from an external source, turn on the Set parent and child association from external source toggle.
From the Table drop-down, select the table to use as a source for your pick list.
From the Description column drop-down, select the column that will populate the pick list.
If required, click + Add filters to restrict the rows available for the pick list.
Note
If you chose to pick list from an external source, you will have two columns, Child and Parent. You can rename these columns as required. If you did not choose to pick list from an external source, your hierarchy table will be self-referencing. You will have 4 columns, ID (this is the primary key column), Name, Parent, and Comment. The Parent column pick lists from the ID column. You can't rename these columns.
Click the Add icon
to add more columns.Type a name for the new column.
Important
Each column in the table must have a unique name. They can contain spaces. They can't be changed after the table is added.
From the type drop-down list, select the column type.
If you select Pick List as the column type, define the pick list field.
Click Add.
Importing data into a new table
In the Data module, you can import data and create a Custom, Data, or Structural table with that data in one step.
Importing data into a Custom table
Custom tables are used to help define the structure of your model in Incentives. Custom tables are customizable.
To import data into a new Custom table from the Data module:
From the Data module landing page, click + Add → Import data to new table.
Select a file type to import data from.
Configure the data import and click Next.
Select Custom table.
Type a name for the table.
Choose a target component for the table within the Composer module.
Type a description for the table.
If you want to add effective dates to this table, turn on the Effective dated toggle.
Select one of the two options from the drop-down list:
Column: Use a column as the effective start and end date column. Choose which column to use from the drop-down list.
Date: Use the calendar to choose the effective start and end dates. Select the No end date checkbox if you don't want to use an end date.
From the Import columns drop-down list, select which columns you would like to include from the data source. To rearrange the order of the columns, click and hold the column, and move it to the desired order.
Select the column type for each column that you're importing.
Note
If you're importing data from a Varicent ELTconnector, the data type of each column will be autopopulated.
To make a column a primary key, turn on the Primary key toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Importing data into a Data table
In Incentives, create data tables to store transactional data, such as lists of sales or orders.
To import data into a new Data table from the Data module:
From the Data module landing page, click + Add → Import data to new table.
Select a file type to import data from.
Configure the data import and click Next.
Select Data table.
Type a name for the table.
Choose a target component for the table within the Composer module.
Type a description for the table.
If your Data table contains more than one date field, from the Lock date drop-down list, indicate which date field to lock by when a period is locked.
From the Import columns drop-down list, select which columns you would like to include from the data source. To rearrange the order of the columns, click and hold the column, and move it to the desired order.
Select the column type for each column that you're importing.
Note
If you're importing data from a Varicent ELTconnector, the data type of each column will be autopopulated.
To make a column a primary key, turn on the Primary key toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Add new members as needed
Allows you to import records that are not yet included in your source pick list table. When enabled, primary keys for any new records will be automatically added to the source pick list table. To ensure data integrity, make sure to open your source pick list table and complete any required data entry for the new rows.
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Importing data into a Structural table
Structural tables help to define the structure of your model in Incentives. Structural tables are customizable.
To import data into a new Structural table from the Data module:
From the Data module landing page, click + Add → Import data to new table.
Select a file type to import data from.
Configure the data import and click Next.
Select Structural table.
Type a name for the table.
Choose a target component for the table within the Composer module.
Type a description for the table.
If you want to add effective dates to this table, turn on the Effective dated toggle.
Select one of the two options from the drop-down list:
Column: Use a column as the effective start and end date column. Choose which column to use from the drop-down list.
Date: Use the calendar to choose the effective start and end dates. Select the No end date checkbox if you don't want to use an end date.
From the Import columns drop-down list, select which columns you would like to include from the data source. To rearrange the order of the columns, click and hold the column, and move it to the desired order.
Select the column type for each column that you're importing.
Note
If you're importing data from a Varicent ELTconnector, the data type of each column will be autopopulated.
To make a column a primary key, turn on the Primary key toggle.
Click Next.
Select any or all of the following run options:
Option
Description
Update existing rows
Indicates that existing rows of data should be updated with data contained in the imported rows.
Run this import now
Indicates that the import should be run immediately. Clear this checkbox if you want to save the current import and process it at a later date.
Use incremental import
Indicates that rows should be imported into the database in smaller batches instead of committing the entire import in one batch. Use this option to process database calls, such as report generation in the Sales Portal, during a large data import.
Save this import as
Saves the import so you can run it at a later time using Scheduler. If this option is not selected, the file is not saved to Incentives storage. See the Scheduler Module section for more information on using Scheduler.
Click Finish.
Defining pick list field types
If you selected a pick list as a field type when creating your table, you must define the source to populate the pick list.
In the Data module, add a new table with a pick list.
In the table creation wizard, select the table and column to populate the pick list from the drop-down list.
In the Description column drop-down list, select the column you want to use as the display value for the pick list. You can search for a column using the search bar.
Click + Add filters to restrict the rows available for the pick list.
Add any Data sources to filter your data.
Define any restrictions for the filter.
Click Add.
Note
Data that is imported into the table will bypass the filter. The filter will only apply to data added through the Row Viewer.