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Sales Cube Data Dictionary
November 2018 Version 2.1.3
Copyright Notice
This documentation and the described software are copyrighted, 2018, by Kyrylo Kostiukov. All rights reserved. Kyrylo Kostiukov reserves the right to make improvements to the products described in this manual at any time without notice.
No part of this User Guide may be reproduced, copied, translated or transmitted, in any form or by any means without prior written permission of Kyrylo Kostiukov. Information provided in this User Guide intended to be accurate and reliable However, Kyrylo Kostiukov assumes no responsibility for its use; nor for any infringements of rights of third parties witch may result from its use.
PREFACE
This document extends the description of the features and behavior of the Software covered in Software Requirements Specification document. It includes a variety of elements that attempts to define the intended functionality required to satisfy different users of the Software. Functionality described here might be covered by Support Services Term and Conditions agreement between consumer of the software and the software provider.
The document covers description of the dataset that will be delivered to Power BI Service and will be available there for the user to create reports and dashboards or make ad-hoc analysis of the data on top of this dataset.
Content
- Tables and columns
- Products
- Parent Products
- Customers
- Stores
- Payment Methods
- Shipping Addresses
- Billing Addresses
- Categories
- Attribute Options
- Order Date
- Order Time
- Rules
- Metadata
- Tax Rates
- Item Tax Rates
- Shipping Methods
- Items
- Parent Items
- Shipment Items
- Invoice Items
- Parent Invoice Items
- Orders
- Refund Items
- Parent Refund Items
- Shipments
- Invoices
- Payments
- Refunds
- Magento Measures
- Ordered Measures
- Invoice Measures
- Refunded Measures
- Canceled Measures
- Sales Measures
- Summary Measures
- Quantity Measures Table
- Relationships
- Granularity of the data
- Completeness
- Slowly Changing Dimensions (SCD)
- Example: Updating the Products and Categories data
- Personal Information
- Non-additive Measures
- Usage of Parent Items
- Limitations
Tables and columns
This section lists all visible to user Tables and Columns which are part of Sales Cube Dataset.
Products
Table: Products
Product Properties
Column |
Description |
Product Id |
Magento Product ID |
Product Name |
Product Name |
Attribute Set Id |
Attribute Set ID |
Attribute Set Name |
Attribute Set Name |
Product Type |
Product Type |
Sku |
Product SKU |
Product Date |
Product Creation Date |
Average Price |
Average product Price across all placed orders |
Average Price Incl Tax |
Average product Price across all placed orders with Tax Included |
Parent Products
Table: ParentProducts
Parent Product Properties
Column |
Description |
Product Id |
Magento Product ID |
Parent Product Name |
Product Name |
Attribute Set Id |
Attribute Set ID |
Attribute Set Name |
Attribute Set Name |
Product Type |
Product Type |
Sku |
Product SKU |
Product Date |
Product Creation Date |
Average Complex Price |
Average Price across all placed orders associated with Parent Product |
Average Complex Price Incl Tax |
Average Price across all placed orders associated with Parent Product with Tax Included |
Customers
Table: Customers
Customer Properties
Column |
Description |
Group Id |
Customer Group ID |
Group Code |
Customer Group Code |
Gender Name |
Gender |
Age |
Age of the Customer when the order was made |
Customers Count |
Quantity of customers (only customers who made an order count) |
Stores
Table: Stores
Website, Store, Store Group properties
Column |
Description |
Website Id |
Magento Website ID |
Store Group Id |
Magento Store Group ID |
Store Id |
Magento Store ID (Store View) |
Website Name |
Website Name |
Store Group Name |
Store Group Name |
Store Name |
Store (Store View) Name |
Store Code |
Store (Store View) Code |
Website Code |
Website Code |
Payment Methods
Table: PaymentMethods
Payment Method properties
Column |
Description |
Method Code |
Payment Method Code |
Method Name |
Payment Method Name |
Shipping Addresses
Table: ShippingAddresses
Shipping address data used as shipping address during the order.
Column |
Description |
Country Id |
Magento Country ID. |
Country Iso2 Code |
Country ISO2 code. |
Country Iso3 Code |
Country ISO3 code. |
Region Name |
Region Name as it is defined in Magento Geo-Dictionary. |
Region Code |
Region Code from Magento Geo-Dictionary. |
Region Default Name |
Default Region Name as it is defined in Magento Geo-Dictionary. |
City |
City. |
Postcode |
Postal Code. |
Region Country |
Country associated with a Region as it is defined in Magento Geo-Dictionary. |
Billing Addresses
Table: BillingAddresses
Billing address data used as shipping address during the order.
Column |
Description |
Country Id |
Magento Country ID. |
Country Iso2 Code |
Country ISO2 code. |
Country Iso3 Code |
Country ISO3 code. |
Region Name |
Region Name as it is defined in Magento Geo-Dictionary. |
Region Code |
Region Code from Magento Geo-Dictionary. |
Region Default Name |
Default Region Name as it is defined in Magento Geo-Dictionary. |
City |
City. |
Postcode |
Postal Code. |
Region Country |
Country associated with a Region as it is defined in Magento Geo-Dictionary. |
Categories
Table: Categories
Category properties. Includes mapping across different category levels.
Column |
Description |
Category Id |
Magento Category ID |
Category Name |
Magento Category Name. The column hols all available categories. |
Root Category |
Contains the Root Category Names. |
Sub Category 1 |
First Level Sub Category. The Category Name of the category which is direct child of its Root Category. |
Sub Category 2 |
Second Level Sub Category. The Category Name of the category which is direct child of its First Level Sub Category. |
Sub Category 3 |
Third Level Sub Category. The Category Name of the category which is direct child of its Second Level Sub Category. |
Sub Category 4 |
4-th Level Sub Category. The Category Name of the category which is direct child of its Third Level Sub Category. |
Root Category Id |
Category ID of the Root Category. |
Sub Category 1 Id |
Category ID of the First Level Sub Category. |
Sub Category 2 Id |
Category ID of the Second Level Sub Category. |
Sub Category 3 Id |
Category ID of the Third Level Sub Category. |
Sub Category 4 Id |
Category ID of the 4-th Level Sub Category. |
Parent Id |
Category ID of the Parent Category. Or "0"(zero) for Root Category. |
Path |
Path to the category in format [Root Category ID]/[Sub Category 1 ID]/.../[Parent ID]/[Category ID]. |
Position |
Position of the category in the list of categories. This column is used to order list of categories. |
Level |
Level Index. "0"(zero) for Root Category, "1" for First Level Sub Category and so on. |
Attribute Options
Table: AttributeOptions
Product Attribute Options
Column |
Description |
Attribute Id |
Product Attribute ID |
Attribute Code |
Product Attribute Code |
Attribute Name |
Product Attribute Name |
Attribute Group Id |
Product Attribute Group ID |
Attribute Group Name |
Product Attribute Group Name |
Value |
Product Attribute Option Name |
Order Date
Table: OrderDate
Order Creation Date
Column |
Description |
Full Date |
Full Calendar Date |
Year |
Year |
Quarter |
Quarter as a number from 1 to 4 |
Month |
Month as a number from 1 to 12 |
Month Name |
Month Name: "January", "February", ... |
Week |
Week of Year. |
Day Of Year |
Day of Year. |
Day Of Week |
Day of Week as a number from 1 to 7. Number 1 corresponds to Monday. |
Day Of Month |
Day of Month. |
Order Time
Table: OrderTime
Order Creation Time
Column |
Description |
Hour |
Hour as number from 0 to 23 |
Minute |
Minute, a number from 0 to 59 |
Second |
Second, a number from 0 to 59 |
Second Of Day |
Second, a number from 0 to 59 |
Rules
Table: Rules
Sales Rules and their properties.
Column |
Description |
Rule Id |
Magento Sales Rule ID. |
Rule Name |
Sales Rule Name. |
From Date |
The date from which Sales Rule becomes active. |
To Date |
The date when Sales Rule becomes inactive. |
Promotion Type |
Type of promotion. |
Action |
Describes the action that will be performed over the price amount if the Sales Rule is applied. |
Free Shipping |
Indicates if this Sales Rule will provide free shipping or not. May also contain description of the condition under which the shipping will be applied. |
Is Shipping Discount |
Indicates if this Sales Rule will provide discount to the product price or to the shipping costs. |
Discount Fixed |
Contains the fixed discount amount in the currency of the Website that will be applied by this Sales Rule. Only contains non-zero value if the Sales Rule is configured to apply fixed amount. |
Discount Percent |
Contains the fixed discount amount in the currency of the Website that will be applied by this Sales Rule. Only contains non-zero value if the Sales Rule is configured to apply fixed amount. The values is formatted as Percent: multiplied by 100 and % added. |
Discount Qty |
Corresponds to "Maximum Qty Discount is Applied to" field in Magento price rules properties page. |
Discount Step |
Corresponds to "Discount Qty Step (Buy X)" field in Magento price rules properties page. |
Final Rule |
Corresponds to "Stop Further Rules Processing" field in Magento price rules properties page. |
Metadata
Table: Metadata
Table that contains data telling how actual the data is.
Column |
Description |
Update Time |
Date when data was updated. Latest date correspond to date of last data update. |
Export Time |
Date when data was exported. Latest date correspond to date of last data export. |
Tax Rates
Table: TaxRates
Properties of Tax Rates calculated for the complete Order.
Column |
Description |
Tax Rate Name |
Tax Rate Name. |
Tax Rate Code |
Tax Rate Code. |
Percent |
Percent value for the Tax Rate. The values is formatted as Percent: multiplied by 100 and % added. |
Item Tax Rates
Table: ItemTaxRates
Properties of Tax Rates calculated for Order Items.
Column |
Description |
Tax Rate Name |
Tax Rate Name. |
Tax Rate Code |
Tax Rate Code. |
Percent |
Percent value for the Tax Rate. The values is formatted as Percent: multiplied by 100 and % added. |
Shipping Methods
Table: ShippingMethods
Shipping Method properties.
Column |
Description |
Shipping Method |
Shipping Method Name. |
Carrier Code |
Shipping Carrier Code. |
Method Code |
Shipping Method Code. |
Description |
Description for the Shipping Method. |
Items
Table: Items
Order Item
Column |
Description |
Has Parent |
Indicates if this order item is a part of Parent Product Item |
Order Item Id |
Magento Order Item ID |
Parent Item Id |
Order Item ID associated with Parent Product |
Discount Percent |
Average discount percent if some was applied to the Order Item. The values is formatted as Percent: multiplied by 100 and % added. |
Order Items Count |
Quantity of Order Items - sum of all time each product was ordered |
Parent Items
Table: ParentItems
Order Item associated with Parent Product
Column |
Description |
Order Item Id |
Magento Order Item ID associated with Parent Product |
Weight |
Average Weight specified for the Parent Product |
Row Weight |
Average Row Weight specified for the Parent Product |
Shipment Items
Table: ShipmentItems
Shipment Item Properties
Column |
Description |
Shipment Item Id |
Magento Shipment Item ID |
Weight |
Weight of the Shipment Item |
Invoice Items
Table: InvoiceItems
Invoice Item Properties
Column |
Description |
Invoice Item Id |
Magento Invoice Item ID |
Price |
Average Product Price Invoiced |
Price Incl Tax |
Average Product Price Invoiced with Tax Included |
Cost |
Cost recorded to Invoiced Product |
Parent Invoice Items
Table: ParentInvoiceItems
Invoice Item Properties associated with Parent Product
Column |
Description |
Invoice Item Id |
Invoice Item ID associated with Parent Product |
Orders
Table: Orders
Order Properties
Column |
Description |
Order Time |
Order Creation Time |
Order Date |
Order Creation Date |
Order Id |
Magento Order ID |
Order Number |
Magento Order Number |
Customer Id |
Magento Customer ID |
Email Hash |
Encrypted Hash of Customer's email |
Email Domain |
Domain Name part of Customer's email |
Calc State Name |
State Name Column. The value is calculated dynamically and cannot be used as normal column. It might used to show the state only for single order, but not for aggregating across the states. The column is also used in formulas for filtering some measures by order state. |
Orders Count |
Quantity of Orders. |
Refund Items
Table: RefundItems
Credit Memo Item Properties
Column |
Description |
Creditmemo Item Id |
Magento Credit Memo Item ID |
Price |
Average Product Price Refunded |
Price Incl Tax |
Average Product Price Refunded with Tax included |
Cost |
Cost recorded to Refunded Product |
Parent Refund Items
Table: ParentRefundItems
Credit Memo Item Properties associated with Parent Product
Column |
Description |
Creditmemo Item Id |
Credit Memo Item ID associated with Parent Product |
Shipments
Table: Shipments
Shipment Properties
Column |
Description |
Shipment Id |
Magento Shipment ID |
Shipment Number |
Magento Shipment Number |
Shipment Time |
Shipment Creation Time |
Shipment Date |
Shipment Creation Date |
Total Weight |
Average Shipment Weight |
Invoices
Table: Invoices
Invoice Properties
Column |
Description |
Invoice Id |
Magento Invoice ID |
Invoice Number |
Magento Invoice Number |
Invoice Time |
Invoice Creation Time |
Invoice Date |
Invoice Creation Date |
Payments
Table: Payments
Payment Properties
Column |
Description |
Payment Id |
Magento Payment ID |
Shipping Captured |
Shipping Captured Amount recorded with the Payment |
Amount Paid |
Amount Paid recorded with the Payment |
Amount Authorized |
Amount Authorized recorded with the Payment |
Amount Paid Online |
Amount Paid Online recorded with the Payment |
Amount Refunded Online |
Amount Refunded Online recorded with the Payment |
Shipping Amount |
Shipping Amount recorded with the Payment |
Amount Ordered |
Ordered Amount recorded with the Payment |
Shipping Refunded |
Refunded Shipping Amount recorded with the Payment |
Amount Refunded |
Refunded Amount recorded with the Payment |
Amount Canceled |
Canceled Amount recorded with the Payment |
Refunds
Table: Refunds
Credit Memo Properties
Column |
Description |
Creditmemo Id |
Magento Credit Memo ID |
Creditmemo Number |
Magento Credit Memo Number |
Adjustment Positive |
Adjustment Positive Amount recorded with the Credit Memo |
Adjustment Negative |
Adjustment Negative Amount recorded with the Credit Memo |
Credit Memo Date |
Credit Memo Creation Date |
Credit Memo Time |
Credit Memo Creation Time |
Magento Measures
Table: MagentoMeasures
Includes values that replicate logic of some of the Magento measures. Most of the measures are defined on the level of Orders.
Column |
Description |
Mage Orders |
Corresponds to "Orders" column in Orders Report in Magento. May include canceled orders. |
Mage Orders (no canceled) |
Corresponds to "Orders" column in Orders Report in Magento. Excludes canceled orders as in some versions of Magento. |
Mage Invoiced Orders (no canceled) |
Corresponds to "Invoiced Orders" column in Orders Report in Magento. Excludes canceled orders. |
Mage Sales Items |
Corresponds to "Sales Items" column in Orders Report in Magento |
Mage Items |
Corresponds to "Items" column in Orders Report in Magento |
Mage Sales Total |
Corresponds to "Sales Total" column in Orders Report in Magento |
Mage Lifetime Sales |
Measure that corresponds to "Lifetime" sales value displayed on Magento Overview Dashboard |
Mage Revenue |
Corresponds to "Revenue" column in Orders Report in Magento |
Mage Profit |
Corresponds to "Profit" column in Orders Report in Magento |
Mage Invoiced |
Corresponds to "Invoiced" column in Orders Report in Magento. May include canceled orders. Used in some Magento versions. |
Mage Invoiced (no canceled) |
Corresponds to "Invoiced" column in Orders Report in Magento. Excludes canceled orders. Used in some Magento versions. |
Mage Paid |
Corresponds to "Paid" column in Orders Report in Magento. May include canceled orders. Used in some Magento versions. |
Mage Paid (no canceled) |
Corresponds to "Paid" column in Orders Report in Magento. Excludes canceled orders. Used in some Magento versions. |
Mage Not Paid (no canceled) |
Corresponds to "Not Paid" column in Orders Report in Magento. Excludes canceled orders. |
Mage Refunded |
Corresponds to "Not Paid" column in Orders Report in Magento. Excludes canceled orders. |
Mage Sales Tax |
Corresponds to "Sales Tax" column in Orders Report in Magento. |
Mage Tax |
Corresponds to "Tax" column in Orders Report in Magento. |
Mage Tax Amount (no canceled) |
Corresponds to "Tax Amount" column in Tax Report in Magento. |
Mage Sales Shipping |
Corresponds to "Sales Shipping" column in Orders Report in Magento. |
Mage Shipping |
Corresponds to "Shipping" column in Orders Report in Magento. |
Mage Sales Discount |
Corresponds to "Sales Discount" column in Orders Report in Magento. |
Mage Discount |
Corresponds to "Discount" column in Orders Report in Magento. |
Mage Canceled |
Corresponds to "Canceled" column in Orders Report in Magento. |
Ordered Measures
Table: OrderedMeasures
Measures that correspond to initially ordered amounts. These measures are not influenced by refunds or cancellations.
Column |
Description |
Total Cost |
Total cost recorded for the ordered product item. The cost is taken from product properties and stored with the order items. Defined on the level of order items. |
Grand Total |
Total amount initially ordered. Corresponds to Grand Total values displayed on Order Details in Magento. Defined on the level of orders. |
Total Discount |
Sum of all discounts in the Order. Corresponds to Discount values displayed on Order Details in Magento. Defined on the level of orders. |
Total Shipping |
Sum of all Shipping charges in the Order. Corresponds to Shipping & Handling values displayed on Order Details in Magento. Defined on the level of orders. |
Total Tax |
Sum of all Tax charges in the Order, including charges not visible to the consumer. Is not displayed in Order Details in Magento. Defined on the level of orders. |
Total Adjustments |
Equals to difference between Grand Total and sum of values (Ordered Row Total + Total Discount + Total Shipping + Total Tax). This value is usually equal to 0 in default Magento installation. Value not equal to 0 may be caused by some error or custom implementation that adds some extra charges. Is not displayed in Order Details in Magento. Defined on the level of orders. |
Total Net Amount |
The most basic measure obtained by multiplying Product Price by Quantity ordered. Does not include any extra charges. Corresponds to Subtotal values displayed on Order Item Rows on Order Details in Magento. Defined on the level of order items. |
Ordered Row Total |
Equals to Total Net Amount + Total Row Tax + Total Row Discount. Corresponds to Row Total values displayed on Order Details in Magento. Defined on the level of order items. |
Total Row Discount |
Discount applied to order items. Corresponds to Discount Amount values displayed in Order Items Rows on Order Details in Magento. Defined on the level of order items. |
Total Order Discount |
Part of the discount amount that applies to complete order only. Is equal to Total Discount excluding Total Row Discount. On the Order Details page can be calculated as difference between Total Discount and sum of Discount Amounts from Order Items Rows. Defined on the level of orders. |
Total Row Tax |
Tax applied to order items, including tax hidden from consumers. The value is not displayed on Order Details in Magento. Defined on the level of order items. |
Total Discount Tax Compensation |
Part of the tax amount that is hidden from consumers. The value is not displayed on Order Details in Magento. Defined on the level of orders. |
Total Consumer Tax |
Total tax amount excluding the tax hidden from consumers. Corresponds to Tax values displayed on Order Details in Magento. Defined on the level of orders. |
Total Row Discount Tax Compensation |
Part of the tax amount that is hidden from consumers, only includes the part calculated on order items rows. The value is not displayed on Order Details in Magento. Defined on the level of order items. |
Total Order Discount Tax Compensation |
Part of the tax amount that is hidden from consumers, only includes the part calculated on top of the complete order. Is equal to Total Discount Tax Compensation minus Total Row Discount Tax Compensation. The value is not displayed on Order Details in Magento. Defined on the level of order items. |
Total Row Consumer Tax |
Tax applied to order items and visible to consumer. Corresponds to Tax Amount values displayed in Order Items Rows on Order Details in Magento. Defined on the level of order items. |
Total Order Tax |
Tax amount values, only includes the part calculated on top of the complete order. Is equal to Total Tax excluding Total Row Tax. The value is not displayed on Order Details in Magento. Defined on the level of orders. |
Invoice Measures
Table: InvoiceMeasures
Measures that include invoiced amounts.
Column |
Description |
Cost Invoiced |
Cost recorded for the invoiced product item. The cost is taken from product properties and stored with the invoice items. Defined on the level of order items. |
Total Invoiced |
Total invoiced amount. Corresponds to Grand Total values displayed on Invoice Details in Magento. Defined on the level of orders. |
Not Invoiced |
Total amount that was ordered but not invoiced. Equal to Grand Total minus Total Invoiced. Defined on the level of orders. |
Discount Invoiced |
Sum of all discounts in the Invoice. Corresponds to Discount values displayed on Invoice Details in Magento. Defined on the level of orders. |
Not Invoiced Discount |
Sum of all discounts that were ordered but not invoiced. Equals to Total Discount minus Discount Invoiced. Defined on the level of orders. |
Shipping Invoiced |
Sum of all Shipping charges in the Invoice. Corresponds to Shipping & Handling values displayed on Invoice Details in Magento. Defined on the level of orders. |
Not Invoiced Shipping |
Sum of all shipping charges that were ordered but not invoiced. Equals to Total Shipping minus Shipping Invoiced. Defined on the level of orders. |
Tax Invoiced |
Sum of all Tax charges in the Invoice, including charges not visible to the consumer. Is not displayed in Magento. Defined on the level of orders. |
Not Invoiced Tax |
Sum of all Tax charges that were ordered but not invoiced. Equals to Total Tax minus Tax Invoiced. Defined on the level of orders. |
Net Invoiced |
The measure obtained by multiplying Product Price by Quantity invoiced. Does not include any extra charges. Corresponds to Subtotal values displayed on Invoice Rows on Invoice Details in Magento. Defined on the level of order items. |
Invoiced Adjustments |
Equals to difference between Total Invoiced and sum of values (Discount Invoiced + Shipping Invoiced + Tax Invoiced + Net Invoiced). This value is usually equal to 0 in default Magento installation. Value not equal to 0 may be caused by some error or custom implementation that adds some extra charges. Is not displayed in in Magento. Defined on the level of orders. |
Not Invoiced Adjustments |
Equals to difference between Total Adjustments and Invoiced Adjustments. This value is usually equal to 0 in default Magento installation. Value not equal to 0 may be caused by some error or custom implementation that adds some extra charges. Is not displayed in in Magento. Defined on the level of orders. |
Discount Tax Compensation Invoiced |
Part of the invoiced tax amount that is hidden from consumers. The value is not displayed on Invoice Details in Magento. Defined on the level of orders. |
Consumer Tax Invoiced |
Tax amount invoiced excluding the tax hidden from consumers. Corresponds to Tax values displayed on Order Details in Magento. Defined on the level of orders. |
Row Tax Invoiced |
Tax applied to invoice rows, including tax hidden from consumers. The value is not displayed on Invoice Details in Magento. Defined on the level of order items. |
Order Tax Invoiced |
Tax amount values, only includes the part calculated on top of the complete order. Is equal to Tax Invoiced excluding Row Tax Invoiced. The value is not displayed on Invoice Details in Magento. Defined on the level of orders. |
Row Discount Invoiced |
Discount applied to Invoice Rows. Corresponds to Discount Amount values displayed in Invoice Rows on Invoice Details in Magento. Defined on the level of order items. |
Order Discount Invoiced |
Part of the discount amount that applies on top of the complete invoice. Is equal to Discount Invoiced excluding Row Discount Invoiced. On the Invoice Details page can be calculated as difference between Total Discount and sum of Discount Amounts from Invoice Rows. Defined on the level of orders. |
Row Discount Tax Compensation Invoiced |
Part of the tax amount that is hidden from Consumers, only includes the part calculated on the level of Invoice Rows. The value is not displayed on Invoice Details in Magento. Defined on the level of order items. |
Order Discount Tax Compensation Invoiced |
Part of the tax amount that is hidden from Consumers, only includes the part calculated on top of the complete order. Is equal to Discount Tax Compensation Invoiced minus Row Discount Tax Compensation Invoiced. The value is not displayed on Invoice Details in Magento. Defined on the level of order items. |
Row Consumer Tax Invoiced |
Tax applied to Invoice Rows and visible to Consumer. Corresponds to Tax Amount values displayed in Invoice Rows on Invoice Details in Magento. Defined on the level of order items. |
Row Total Invoiced |
Equals to Net Invoiced + Row Tax Invoiced + Row Discount Invoiced. Corresponds to Row Total values displayed on Invoice Details in Magento. Defined on the level of order items. |
Refunded Measures
Table: RefundedMeasures
Measures that include refunded amounts.
Column |
Description |
Cost Refunded |
Cost recorded for the refunded Product Item. The cost is taken from product properties and stored with the refunded items. Defined on the level of order items. |
Total Refunded |
Total refunded amount. Corresponds to Grand Total values displayed on Credit Memo Details in Magento. Defined on the level of orders. |
Discount Refunded |
Sum of all discounts in the Invoice. Corresponds to Discount values displayed on Invoice Details in Magento. Defined on the level of orders. |
Shipping Refunded |
Sum of all Shipping charges in the Invoice. Corresponds to Shipping & Handling values displayed on Invoice Details in Magento. Defined on the level of orders. |
Tax Refunded |
Sum of all Tax charges in the Invoice, including charges not visible to the consumer. Is not displayed in Magento. Defined on the level of orders. |
Refunded Adjustments |
Equals to difference between Total Refunded and sum of values (Discount Refunded + Shipping Refunded + Tax Refunded + Net Refunded + Recorded Adjustments). Note, that Recorded Adjustments are also excluded from the Total Refunded amount, thus making this measure to have expected value to be 0(zero). This value is usually equal to 0 in default Magento installation. Value not equal to 0 may be caused by some error or custom implementation that adds some extra charges. Is not displayed in in Magento. Defined on the level of orders. |
Recorded Adjustments |
Adjustments that where applied to refunded amount during Credit Memo creation. |
Row Tax Refunded |
Tax applied to invoice rows, including tax hidden from consumers. The value is not displayed on Invoice Details in Magento. Defined on the level of order items. |
Order Tax Refunded |
Tax amount values, only includes the part calculated on top of the complete order. Is equal to Tax Invoiced excluding Row Tax Invoiced. The value is not displayed on Invoice Details in Magento. Defined on the level of orders. |
Row Discount Refunded |
Discount applied to Invoice Rows. Corresponds to Discount Amount values displayed in Invoice Rows on Invoice Details in Magento. Defined on the level of order items. |
Order Discount Refunded |
Part of the discount amount that applies on top of the complete invoice. Is equal to Discount Invoiced excluding Row Discount Invoiced. On the Invoice Details page can be calculated as difference between Total Discount and sum of Discount Amounts from Invoice Rows. Defined on the level of orders. |
Discount Tax Compensation Refunded |
Part of the invoiced tax amount that is hidden from consumers. The value is not displayed on Invoice Details in Magento. Defined on the level of orders. |
Consumer Tax Refunded |
Tax amount invoiced excluding the tax hidden from consumers. Corresponds to Tax values displayed on Order Details in Magento. Defined on the level of orders. |
Row Discount Tax Compensation Refunded |
Part of the tax amount that is hidden from Consumers, only includes the part calculated on the level of Invoice Rows. The value is not displayed on Invoice Details in Magento. Defined on the level of order items. |
Order Discount Tax Compensation Refunded |
Part of the tax amount that is hidden from Consumers, only includes the part calculated on top of the complete order. Is equal to Discount Tax Compensation Invoiced minus Row Discount Tax Compensation Invoiced. The value is not displayed on Invoice Details in Magento. Defined on the level of order items. |
Row Consumer Tax Refunded |
Tax applied to Invoice Rows and visible to Consumer. Corresponds to Tax Amount values displayed in Invoice Rows on Invoice Details in Magento. Defined on the level of order items. |
Net Refunded |
The measure obtained by multiplying Product Price by Quantity invoiced. Does not include any extra charges. Corresponds to Subtotal values displayed on Invoice Rows on Invoice Details in Magento. Defined on the level of order items. |
Row Total Refunded |
Equals to Net Invoiced + Row Tax Invoiced + Row Discount Invoiced. Corresponds to Row Total values displayed on Invoice Details in Magento. Defined on the level of order items. |
Canceled Measures
Table: CanceledMeasures
Measures that includes canceled amounts.
Column |
Description |
Total Canceled |
Total amount initially ordered. Corresponds to Grand Total values displayed on Order Details in Magento. Defined on the level of orders. |
Discount Canceled |
Sum of all discounts in the Order. Corresponds to Discount values displayed on Order Details in Magento. Defined on the level of orders. |
Consumer Tax Canceled |
Total tax amount excluding the tax hidden from consumers. Corresponds to Tax values displayed on Order Details in Magento. Defined on the level of orders. |
Shipping Canceled |
Sum of all Shipping charges in the Order. Corresponds to Shipping & Handling values displayed on Order Details in Magento. Defined on the level of orders. |
Net Canceled |
The most basic measure obtained by multiplying Product Price by Quantity ordered. Does not include any extra charges. Corresponds to Subtotal values displayed on Order Item Rows on Order Details in Magento. Defined on the level of order items. |
Canceled Adjustments |
Equals to difference between Grand Total and sum of values (Ordered Row Total + Total Discount + Total Shipping + Total Tax). This value is usually equal to 0 in default Magento installation. Value not equal to 0 may be caused by some error or custom implementation that adds some extra charges. Is not displayed in Order Details in Magento. Defined on the level of orders. |
Sales Measures
Table: SalesMeasures
Measures that are calculated as difference between invoiced and refunded amounts.
Column |
Description |
Sales Total |
Difference between Total Invoiced and Total Refunded |
Net Sales |
Difference between Net Invoiced and Net Refunded |
Sales Discount |
Difference between Discount Invoiced and Discount Refunded |
Sales Tax |
Difference between Tax Invoiced and Tax Refunded |
Sales Shipping |
Difference between Shipping Invoiced and Shipping Refunded |
Sales Adjustments |
Difference between Invoiced Adjustments and Refunded Adjustments |
Sales Consumer Tax |
Difference between Consumer Tax Invoiced and Consumer Tax Refunded |
Sales Discount Tax Compensation |
Difference between Discount Tax Compensation Invoiced and Discount Tax Compensation Refunded |
Sales Row Discount Tax Compensation |
Difference between Row Discount Tax Compensation Invoiced and Row Discount Tax Compensation Refunded |
Sales Order Discount Tax Compensation |
Difference between Order Discount Tax Compensation Invoiced and Order Discount Tax Compensation Refunded |
Sales Row Consumer Tax |
Difference between Row Consumer Tax Invoiced and Row Consumer Tax Refunded |
Sales Order Tax |
Difference between Order Tax Invoiced and Order Tax Refunded |
Sales Row Total |
Difference between Row Total Invoiced and Row Total Refunded |
Sales Row Discount |
Difference between Row Discount Invoiced and Row Discount Refunded |
Sales Order Discount |
Difference between Order Discount Invoiced and Order Discount Refunded |
Summary Measures
Table: SummaryMeasures
Some measures that summarise values by comparing values from different process areas.
Column |
Description |
Grand Total Not Processed |
Equals to Grand Total excluding Total Canceled and Total Invoiced. May correspond to amount that was not completely processed: it was neither invoiced nor canceled. |
Paid |
Equals to sum of Paid amount taken from Magento Payments. |
Unpaid |
Difference between Total Invoiced and Paid amounts. First value is taken from Invoices, second - from Payments |
Quantity Measures Table
Table: QuantityMeasures
Measures that describe product quantities.
Column |
Description |
Quantity Ordered |
Quantity of Product Items that were ordered |
Quantity Canceled |
Quantity of Product Items that were canceled |
Quantity Invoiced |
Quantity of Product Items that were canceled |
Quantity Shipped |
Quantity of Shipped Product Items |
Quantity Refunded |
Quantity of Refunded Product Items |
Quantity Not Invoiced |
Quantity of Product Items that were ordered, but not invoiced |
Sales Quantity |
Quantity of Product Items that were invoiced and not refunded |
Complex Quantity Ordered |
Quantity of Parent Product Items that were ordered |
Complex Quantity Canceled |
Quantity of Parent Product Items that were canceled |
Complex Quantity Invoiced |
Quantity of Parent Product Items that were invoiced |
Complex Quantity Shipped |
Quantity of Parent Product Items that were shipped |
Complex Quantity Refunded |
Quantity of Parent Product Items that were refunded |
Complex Quantity Not Invoiced |
Quantity of Parent Product Items that were ordered but not invoiced |
Complex Sales Quantity |
Quantity of Parent Product Items that were invoiced and not refunded |
Relationships
All of the listed tables are related to each other through sales data, except Metadata table. Any report and visualization should include one or more measures related to sales data: orders, invoices, refunds.
Granularity of the data
Not all measures are defined on the same level of granularity. Some measures are defined on the level of Order, some – on the level of Order Items. The information about the granularity is provided with the measures descriptions. Therefore, not all combinations of measures and dimensions will work as expected.
Below is the list of tables and their granularity. In most of the cases it is desired that granularity of the used table and granularity of the measures would match.
In case if the granularity will not match, Power BI will show the values corresponding to higher granularity. Thus, measures which are defined on the level of Order will display measure for complete Order even if they will be displayed in the rows corresponding to Order Items.
If the Granularity of the Table is Orders, it will work also with measures that work across Order Items, because measure across Order Items might be easily aggregated to the level of an Order.
Table |
Can be used with Measures defined on the level of Order Items |
Can be used with Measures defined on the level of Orders |
Products |
Yes |
Results double counting* |
Parent Products |
Yes |
Results double counting* |
Customers |
Yes |
Yes |
Stores |
Yes |
Yes |
Payment Methods |
Yes |
Yes |
Shipping Addresses |
Yes |
Yes |
Billing Addresses |
Yes |
Yes |
Categories |
Yes |
Results double counting* |
Attribute Options |
Yes |
Results double counting* |
Order Date |
Yes |
Yes |
Order Time |
Yes |
Yes |
Rules |
Yes |
Yes |
Metadata |
No |
No |
Tax Rates |
Yes |
Yes |
Item Tax Rates |
Yes |
Results double counting* |
Shipping Methods |
Yes |
Results double counting* |
Items |
Yes |
Results double counting* |
Parent Order Items |
Yes |
Results double counting* |
Shipment Items |
Yes |
Results double counting* |
Invoice Items |
Yes |
Results double counting* |
Parent Invoice Items |
Yes |
Results double counting* |
Orders |
Yes |
Yes |
Refund Items |
Yes |
Results double counting* |
Parent Refund Items |
Yes |
Results double counting* |
Shipments |
Yes |
Yes, in rare cases will result in double counting** |
Invoices |
Yes |
Yes, in rare cases will result in double counting** |
Payments |
Yes |
Yes, in rare cases will result in double counting** |
Refunds |
Yes |
Yes, in rare cases will result in double counting** |
* Double counting in Power BI is handled intelligently. It does not produce single cells where the same amount counted trice. But it may happen that two rows will present the same measure values where each value includes amounts coming from the same source.
** There are also cases where granularity goes beyond the Orders and Order Items. Those are the cases where the grain of the data is Invoices, Credit Memos, Invoice Items, Parent Order Items and so on. To keep it simple, those cases are not covered yet. The double counting on those cases may be seen in case if an Order has more than one Invoice, Credit Memo or Payments.
In most of the cases, the correctly formulated business question should trigger the right usage of measures and dimensions (tables).
Completeness
The cube contains only data related to the orders. It is important to understand that the listed tables will not include full list of possible values, e.g. Products table does not include all products from the store.
Only data related to the orders inside the cube will be delivered to Power BI. For example, if only data for the last year and for store #1 are delivered , only products that where ordered in store #1 in the last year will be listed in Power BI.
This is true for all of the tables in Sales Cube Dataset.
Slowly Changing Dimensions (SCD)
slowly changing dimensions: keeping SLA would populate the data very quickly and would mean complex solution. Describe how product names, category names, links between product and categories will be updated.
Slowly changing dimensions is a complex concept in data-warehousing methodologies.
The goal of the SCD techniques is to provide the expected results in terms of their historical development.
Typical example is changes in customer address or modification of product names. Those values use different SCD technique. If the customer will change its address while relocating from US to Canada, his old orders will still be assigned to US. But if the product name will be modified, it will not produce additional product in the data and all orders will related to single product with new product name.
This is sometimes impossible to find appropriate solution because the expected behavior might depend on the nature of the modification which is often is missing. For example: customer address might be changed due to a mistake in the address line, not because of the relocation of the customer.
Sales Cube Dataset does not come with complex SCD techniques because usually this would result in quick growth of the amount of data and could result in reaching space limitations.
But it is still important to understand some of the concepts and limitations related to SCD in Sales Cube Dataset.
Example: Updating the Products and Categories data
Once the product and category properties will be delivered to Power BI, they will not be changed. Even if the name of the product will change in Magento, Power BI may still keep the old name.
Periodically it is needed to update such data to its actual state. For this purpose a Clean Up of the data should be scheduled to be performed. Typically this might be done once per month.
This relates to all data related to products and categories:
- Product properties and attributes
- Product categories
- Relationships between products and categories
Sometimes such data might be partially updated though. This might happen if new category or new attribute value will be assigned to a product, or if the product will be assigned to another category. This might result in the situations where product will become assigned to both categories in the Dataset: to the old one and to the new category. Such “partially outdated” data will be in the Dataset till the next Clean Up.
The Clean Up will erase all of the data in Sales Cube and replace it with fresh data.
Personal Information
It is important for the companies to understand how personal information is treated. Because the data will be delivered to Power BI in non-aggregated state, it might result in customer data delivered to Microsoft. And sometimes this might require the consent of the customers.
For that reason, it is useful to separately list all customer-related data delivered with Sales Cube Dataset to Power BI Service. For the same reason the amount of personal data is limited in the Sales Cube. This includes:
- Customer ID assigned to each Order;
- Customer gender and age;
- Customer Address Information: Country, Region, City, Postal Code;
- Customer Email Information: email hash (not readable, not convertible to full email address), email domain (the part of the email after “@”).
Non-additive Measures
Sometimes invalid result might be shown in the report in those cases when non-additive measures are not handled appropriately. Example would be sum of product prices. Proper aggregation for product prices would be an average or median price.
Here is the list of non-additive measures in Sales Cube Dataset:
- Products, Average Price
- Products, Average Price Incl Tax
- ParentProducts, Average Complex Price
- ParentProducts, Average Complex Price Incl Tax
- InvoiceItems, Price
- InvoiceItems, Price Incl Tax
- RefundItems, Price
- RefundItems, Price Incl Tax
Usage of Parent Items
Parent Products or sometimes referred as Complex Products are Magento products that have type “configurable” or “bundle”.
Those product types are presented in the Sales Cube Dataset Magento with additional tables that support their analysis: ParentItems, ParentInvoiceItems, ParentRefundItems and so on.
There are also measures that would describe Parent Products: Complex Quantity Ordered, Complex Quantity Cancelled and so on.
Parent Products information might be useful is when you want to analyze the group of simple products as a whole.
Limitations
Category mapping (for drill down implementation) available only until sub-category on level 4.