Welcome to the buynomics Support Center for Insights@buynomics. 

Prepare, upload,

and append data

Create new analysis group

Prepare, upload, and append data

 
1. Prepare data for upload

Required:

  • Make sure that required columns are included table (see requirements under 2)

  • Make sure that all data have the right format (see requirements under 2)

  • Save file as csv (comma or semicolon separated) using e.g. Excel

 

2. Upload data

 

Three data types can be uploaded: Product Master Data, Transactional Data, and Other.

Product Master Data

Steps:

  • Go to "Data"

  • Click (+) New Dataset

  • Select Product Master Data

  • Enter a name for the Dataset

  • Upload a csv file of Product Master Data

  • Match headers: buynomics has internal headers for predefined calculations (revenue, profit, etc.) these must/can be matched to your data headers

 

Required headers (to be assigned to your uploaded columns):

  • Product_id (Format: any)

  • Price (Format: number)

 

Optional headers (to be assigned to your uploaded columns):

  • Product_name (exactly one, Format: any)

  • Product_group (as many as needed, Format: any)

  • Units (exactly one, Format: number)

  • Price (as many as needed - in addition to the one required, Format: number). If you want to display your price levels in a price waterfall, please enter the prices in the order to be shown in the price waterfall (e.g. from highest to lowest)

  • Cost (exactly one, Format: number)

  • Tax (as many as needed, Format: percentage number (e.g. 0.19))

  • Other (as many as needed, Format: any)

Transactional Data

Steps:

  • Go to "Data"

  • Click (+) New Dataset

  • Select Transactional Data

  • Enter a name for the Dataset

  • Upload a csv file of Transactional Data

  • Match headers

 

Required headers (to be assigned to your uploaded columns):

  • Product_id (Format: any)

  • Price (Format: number)

  • Units (Format: number)

 

Optional headers (to be assigned to your uploaded columns):

  • Cost (exactly one, Format: number)

  • Price (as many as needed - in addition to the one required, Format: number). If you want to display your price levels in a price waterfall, please enter the prices in the order to be shown in the price waterfall (e.g. from highest to lowest)

  • Product_name (exactly one, Format: any)

  • Product_group (as many as needed, Format: any)

  • Customer_id (exactly one, Format: any)

  • Invoice_no (exactly one, Format: any)

  • Datetime (as many as needed, Format: YYYY-MM-DD)

  • Tax (as many as needed, Format: percentage number (e.g. 0.19))

  • Other (as many as needed, Format: any)

 

Other

Same steps as for Product Master and Transactional Data. Only, no matching of headers are required.

 

3. Append data

Steps:

  • Go to the dataset, where you want to append the data

  • Click (+) Append Dataset

  • Select Dataset to append.

 

IMPORTANT: Make sure, that headers of the original file and the one that is to be appended match perfectly

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