Load data

"Load data" is a process to load historical data into the metrics mart and prepare the baseline for automatic updates. The Load Data function can also be used to add new historical data into the metrics mart that was not collected in a previous data load.

  1. On the Guide screen, select Load data to open the Manual Data load dialog box.

  2. Select Records, and then select the Orders record.

  3. Set the From date to Beginning of times and the To date to Current time. Click Load data to start loading data into the metrics mart. The time required for a data load depends on the speed of the database, as well as the number and complexity of the processed records.

  4. Select Metrics, and then select the Order count metric.

  5. Set the From date to Beginning of times and the To date to Current time. Click Load data to start loading data into the metrics mart. The time required for a data load depends on the speed of the database, as well as the number and complexity of the processed records.

  6. After the data has been loaded, a summary of the data load can be viewed in the bottom section of the screen. The summary shows that the data has been loaded successfully.

    Now you can proceed to designing a dashboard to view your newly created and processed metrics. Return to the main guide screen by clicking the Guide tab.