Getting started for administrators

Users can get started quickly by importing data, creating KPIs, creating dashboards and cards, and creating work queues and resolutions for resolving work items.

Reviewing the data model

Review the data model to get a functional understanding of the model and how the basic constructs relate to each other. You can also import your data by using JSON files. For more information, see Data model.

Importing data

To get up and running, load some data.
  1. Review the data dictionary and the Sample CSV files.
  2. Prepare a flat CSV file with your initial data.
  3. From the side navigation menu, expand Management and click Job management.
  4. Click New Job.
  5. Select the job type as Import data and click Next.
  6. Click Add file to upload the CSV file.
  7. Select the default schema type.
  8. Click Next.
  9. Click Import.
You can also import your data by using JSON files. For more information, see Automating data imports or Importing data manually.

Creating new data

You can create new data point, a KPI, or detect patterns by using the Rule builder. To create new data, complete these steps.
  1. From the side navigation menu, click Rule builder.
  2. Click New rule and assign a name to the rule.
  3. Select Derived data as the rule type.
  4. Activate the rule to make it available to other users.
  5. From the Configure page, to create a new condition, select Create new.
  6. Set the scope of the rule by selecting a business object from Primary data object and selecting the database of the object.
  7. Define the condition by using the Expression builder.
  8. Define a calculation, if needed, from the Configure page.
  9. Define an action to take when the rule fires from the Configure page.
  10. Click Save.

For derived data rule examples, see Creating derived data rules.

For more information about business rules, see Understanding business rules.

Creating dashboards

You can create dashboards by using the Dashboard builder.
  1. From the side navigation menu, click Dashboard builder.
  2. Click New dashboard and assign a dashboard name.
  3. Activate the dashboard to make it available to other users.
  4. Click Create.
  5. Click the plus icon (+) on the Cards panel to add a card to the dashboard.
  6. Click Save.

To create a dashboard from a sample, click the Samples tab and click Copy.

For more information, see Creating dashboards.

Creating cards

You can create cards by using the Card builder.
  1. From the side navigation menu, click Card builder.
  2. Click New card and assign a card name. .
  3. On the General tab, define the card by assigning a name and selecting the card type.
  4. On the Data tab, define a GraphQL query and transform to render data for your card.
  5. On the Style tab, define the style of the card, such as the height of the card and the position of the legend.
  6. Click Save.

To create a card from a sample, click the Samples tab and click Copy.

For more information, see Card builder.

Creating resolutions

Resolutions guide users in bringing issues in a work queue to closure. You can extend and customize the samples or create new ones to pinpoint and address custom business needs. You can add a resolution to a work queue by using the Work queue builder.
  1. From the side navigation menu, click Resolution builder.
  2. In the Resolution library, click New resolution.
  3. Enter a name for the resolution, which will be visible to general users in your organization.
  4. Enter an evaluation factor for the resolution to help users assess its feasibility. For example, you might enter an estimated resolution time.
  5. Enter a description for the resolution to help business analysts understand what it can be used for.
  6. Activate the research topic to make it available to other users.
  7. Add the steps for the resolution. Use the HTML editor to type and format your content.
  8. Click Save.

For more information, see Creating resolutions.

Creating work queues

A work queue consists of a list of potential issues that users can easily review, assign, and address. These issues are automatically identified and prioritized by the platform based on configuration by your organization and can be updated as needed.
  1. From the side navigation menu, click Work queue builder.
  2. In the work queue library, click New work queue.
  3. Enter a name for the work queue, which will be visible to general users in your organization.
  4. Set a priority level for the work queue based on how important the issue that it is addressing is to your organization.
  5. Activate the work queue to make it available to other users.
  6. Specify criteria for Supply Chain Intelligence Suite to process.
  7. Select the type of objects, such as products, locations, or shipments that will be worked on in this queue.
  8. Select a database view. Graph is the default view for each work queue.
  9. Specify criteria by entering conditions that are based on the fields available for each type of business object.
  10. Preview the work queue.
  11. Configure the resolution page. Select the resolutions for the work queue and determine the order that they will appear.
  12. Define the work item title by selecting which elements compose the title of the work item on the resolution page.
  13. Click Save.

For more information, see Work queue builder.