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Transactions Overview

Transactions are typically data related to time-stamped orders, invoices, sales process activities, or payments. They can come from a variety of external systems like NetSuite or Salesforce. You can define transaction fields so that you can then import transactions for:

  • Planning instances, where you manage transaction field definitions for only one transaction table.
  • Adaptive Insights  for Sales instances, where you manage up to five transaction tables.

A transaction line item is typically represented by a set of data associated with the transaction such as type and date. A line item can sometimes be associated with individual lines such as customer name, item quantity, and total. The Adaptive Insights doesn’t distinguish between the transactions and these transaction lines. To handle them, you create transaction field definitions in the Transaction Builder.

Before you Begin

  • Transactions is an add-on. Contact us for more information.. 
  • This article is for administrators who build or manage the model in the Adaptive Insights. If you need information on managing transactions for Adaptive Insights for Sales, see Managing Transaction Tables for Sales Planning.
  • To access the Transaction Builder, you need these permissions
    • Access Transactions
    • Model Management Access
      • Model
      • Transactions

Where to Go

To get to the Transaction Builder click navicon.gif and Modeling. In the Others menu, choose Transactions.

From here you can define your transaction fields. If you have Adaptive Insights for Sales, you see the Transaction Tables Overview for managing transaction tables for sales planning.

Transaction Builder

The Transaction Builder consists of the:

Transaction Field Definition Editor

1 Element Selector: Browse for data entry column fields or custom dimensions to drag them into the transaction definition list.

2 Design Area: Add elements to the transaction definition list by dropping them off here.

3 Properties: Set properties for the selected field in the transaction definition list.

In the Transaction Builder you can select specific elements from a list and drag and drop them into a design area. Required fields, indicated with a red asterix *, are preset and already in the list. You can drag and drop the additional Data fields or Dimension fields you need from the Element Selector.

You can include up to 200 fields in a transaction definition.

See Transaction Field Types for field options and descriptions.

Transaction Definition Toolbar

Icon Name Description

reportViewerSave.png

Save

Save all changes made to the Transaction Definition list.

reportProperties.png

Transactions Definition Properties

Review and modify the message that appears on the Transaction Detail Report.

  transactionMoveUp.png transactionMoveDown.png

Move up, Move down

Moves the select field up or down in  the list.

deleteTrashCanWhiteOnDark.png

Delete

Remove the selected element from the definition.

Define the Structure and Format of Transactions and Line Items

Below are the high-level steps for setting up a Transaction Definition:

  1. Determine the fields related to your transactions that you want to import.
  2. Review the default fields and adapt the definition to your needs. You can add new fields from the field panel as needed.
    For example, if you want to add Product, this is most likely a Dimension field. If you want to add a field to display Sales Tax, this would most likely be a Number field and if you want to add a Description field, this would be a Text field.
  3. For each field, you can modify the title. This title will appear on the Transaction Detail Report when drilling down from sheets and the cell explorer. The title also appears in the transaction import template.
  4. Click Transaction Definition Properties reportProperties.png in the toolbar to edit. You can review and edit the default message that appears on detail reports when users drill into Transactions. Click Ok to apply the changes and close the dialog.
  5. Click Save reportViewerSave.png.

Add Data Entry Columns

Data entry columns are data entry points for users working on sheets. For example, Employee ID is typical data entry column for a personnel model sheet. Typically, each data entry column appears as a single column on the sheet. 

  1. Click Data Entry Columns in the Elements panel.
  2. Drag the data entry type you want to the design area. See Transaction Field Types for details on the data entry types.
  3. In the Properties panel, enter the properties for this field.
  4. click Save reportViewerSave.png.

Add Dimensions

Custom dimension columns are used for selecting a value from a custom dimension. For example, Job Function can be a custom dimension on a personnel sheet, where users can associate a job function to an employee by picking a value.

  1. Click Dimensions in the Elements panel.
  2. Drag the dimension you want to the design area.
  3. In the Properties panel, enter the properties for this field.
  4. Click Save reportViewerSave.png.

Manage Field Definitions

You can update the Transaction Field Definitions at any time, add new fields, and delete non-required fields.

Deleting a field deletes all data that was previously imported to that field.

Note: Transaction Reporting and Analysis is an add-on. Contact us for more information.

See Transaction Reports and Drill Through for more information.

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