Qlik2Go Data Model

Qlik2Go - Core Demo Project
Data Model Technical Reference
Published: January, 2015

Version: 1.0
Last Updated: December, 2014
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Table of Contents
1
Overview
.
2 Basic Data Model Design
Concepts..
3 Basic Data Model
Design
.
3.1 Basic Data
Model
.
3.2 Base Tables in the Data
Model..
3.2.1 Call Center
Agent
..
3.2.2 Call Center Service Call Type..
3.2.3 Call Center

Fact
3.2.4 Call Center

Group
3.2.5 Call Center Handle

Type.
3.2.6 Call Center Severity
Type..
3.2.7 Company(Retired)
..
3.2.8
Competitor
..
3.2.9
Customer
..
3.2.10
Employee
..
3.2.11 Finance Travel and
Expense.
3.2.12 Financial
Planners
..
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3.2.13 Marketing
Calendar.
.
3.2.14 Marketing
Campaigns.
3.2.15 Marketing
Channels.
3.2.16 Marketing Referral
Sources
3.2.17 Order
Method
..
3.2.18
Product
.
3.2.19 Sales
Calendar
.
3.2.20 Sales Finance
Fact.
3.2.21 Sales Marketing
Fact..
3.2.22 Sales Pipeline
Calendar..
3.2.23 Sales Quotas
Fact..
3.3 Marketing Campaign Performance - Modification of
base data model
4 Raw
Data
..
4.1 Customer Folder Raw
Data.
4.2 Customer Service Folder Raw
Data
4.3 Finance Folder Raw
Data..
4.4 HR Folder Raw
Data
..
4.5 Marketing Folder Raw
Data.
4.6 Products Folder Raw
Data.
4.7 Sales Folder Raw
33
34
37
38
39
40
41
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Data..
5 QVD Processing &

Data
5.1 Customers
Tab
..
5.2 Sales
Tab
5.3 Finance
Tab
.
5.4 Pipeline
Tab
.
5.5 Marketing
Tab
...
5.6 Employees
Tab
5.7 Products
Tab
5.8 Customer Service

Tab
5.9 QVD Builders
Tab
..
6 Final QVD List..
...
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1. Overview
This document is the reference guide for the data model used for the Core Demo
Platform.
The tables, fields, joins, QVD, and data creation process will be
documented in the following sections. This common data model is used to feed all
the applications that are part of the Core Demo Platform demo system.
2. Basic Data Model Design Concepts

This data for this project was assembled from 8+ different sources of origin. To that
end, a tremendous amount of work has taken place to assemble and standardize
the data and raw tables into a set of information that connects together in a way
that makes the data flow through the various sources into all the applications
seamlessly. When QlikSense eventually gets document chaining the applications
will allow jumping between applications with ALL selections being passed with no
loss of contextual relevancy.
3. Basic Data Model Design

3.1 Basic Data Model
So yes, its really hard to read (no worries, well break it up in detail) but it
illustrates the complexity of the various data elements connected together to build
the platform.
There are 30+ raw tables that were combined together into the 23 tables below in
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order to create this final data model. The raw data tables will be covered later in
the document along with the QVD creation process to build the above data model.
NOTE: The applications Marketing Campaign Performance has a modified data
model to accommodate the requirements of externally generated leads and an
outsourced marketing operational group. This modification is covered in section
3.3.
3.2 Base Tables in the Data Model
Here is a breakdown of the tables included in the data model for the published
applications. Each table will be identified with its Key(s), Dimension field, Measure
field, and description of which application its used within. The name will include
the tables full name, [Dimension/Fact] indicator, and (Name) which is what the
table is called in the actual data model.
3.2.1) Call Center Agent, [Dimension] - (CallCenterAgents) This table is a
lookup table for the Call Center Fact table that describes details about the call
center agents and related information about them.
Keys
Dimension
s
zAgentID
Connects to CallCenterFact
Call Ctr Agent
Agent Name
Call Ctr County
Agent Country
Call Ctr Location
Agent City Location
3.2.2) Call Center Service Call Type, [Dimension] - (CallCenterCallType)

This table is a lookup table for the Call Center Fact table for descriptions of why
people call into customer service.
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Keys
zSVCTYPEKEY
Dimension
Call Center Service

Type
Description of the Call Center Service Type
3.2.3) Call Center Fact, [Fact] - (CallCenterFact) This is the primary fact
table for all the Call Center Metrics in the Call Center Applications.
zGRPKEY
Connects to CallCenterGroup
zCALLSEVKEY
Connects to CallCenterSeverity
zAgentID
Connects to CallCenterAgents
zORGKEY
Connects to Company and SalesFinanceFact
zCallCtrHandleTypeID
Connects to CallCtrHandleType
zSVCTYPEKEY
Connects to CallCenterCallType
Call Ctr Call Date
Date call was logged into the Call Center

(MM/DD/YYYY)
Call Ctr Call Month
Month call was logged into the Call Center
Call Ctr Call Week
Week call was logged into the Call Center
Call Ctr Call Weekday
Weekday call was logged into the Call Center
Keys
Dimension
s
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Measures
Call Ctr Closed Tickets
0/1 Flag if ticket is closed (1) or open (0)
Call Ctr Open Tickets
0/1 Flag if ticket is open (1) or closed (0)
Call Ctr Days to

Resolve
Number of days per call it took to resolve (for closed

tickets)
Call Ctr Days Aging
Age of non-resolved calls (only valid for open tickets)
Call Ctr Call Time
Timestamp call received by the call center

(MM/DD/YYYY:HH:MM)
Call Ctr Call Hour
Hour the call was received by the call center
Call Ctr Ticket #
Ticket number generated when call center called
Call Ctr Call #
Flag representing a call was made (1 only)
Call Ctr Completed #
Flag 1/0 if call was completed successfully
Call Ctr Terminated #
Flag 1/0 if call was terminated during call
Call Ctr Active Agent #
Count of how many Agents needed for a call
Call Ctr Call Duration
How long the call lasted (minutes)
Call Ctr Avg Hold Time
Average hold time before agent response (minutes)
Call Ctr Call Costs
Estimated personnel cost to answer support call
Call Ctr Hold Time w/

SLA
Length of hold time for SLA customers (minutes)
Call Ctr Hold Time w/o

SLA
Length of hold time for non SLA customers (mins)

within SLA
How long the call lasted (minutes) for customers with

SLA

no SLA
How long the call lasted (minutes) for customers

without SLA
Call Center Satisfaction

Level
Customers rating of their satisfaction level with the

agent (range 0.00-1.00)
Call Center Quality

Level
Customers rating of their satisfaction level on the

quality of the solution provided (range 0.00-1.00)
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Call Center Tech Level
Customers rating of their technical level of the support

person (range 0.00-1.00)
3.2.4) Call Center Group, [Dimension] - (CallCenterGroup) This table is a

lookup table for the Call Center Fact table for descriptions of call center groups.
Keys
zGRPKEY
Dimension
s
Call Center Group
This is a list of the call center groups.
3.2.5) Call Center Handle Type, [Dimension] - (CallCenterHandleType)

This table is a lookup table for the Call Center Fact table for descriptions of call
center groups.
Keys
zCallCtrHandleTypeID
Dimension
s
Call Ctr Handle Group
This is a list of how incoming calls enter the call center
3.2.6) Call Center Severity Type, [Dimension] - (CallCenterSeverityType)

This table is a lookup table for the Call Center Fact table for descriptions of call
center groups.
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Keys
zCALLSEVKEY
Dimension
s
Call Center Severity

Type
This is a list of incoming calls severity level
3.2.7) Company (Retired), [Dimension] - (Company) This table details the

B2B (direct business) customers we service with description of the related attributes
for each B2B customer.
Keys
zORGKEY
Connects to CallCenterFact and SalesFinanceFact
Dimension
s
Company Market Cap
Dollar figure of the market value of the customers

company.
Company Industry
Description of the customers industry vertical
Lead Source
Where inbound contact lead came from that led to that

company becoming a customer/partner
Company Annual
Spend
How much on average a company spends annually on

our products
Company Email Opt

Out Flag
Flag (1/0) if the customer has opted out of email

campaigns
Company Employee
Count
Number of employees the company has currently

employed
Company Tier
Partner level (Bronze, Silver, Gold, Platinum, Platinum

Elite)
Company Primary
Channel
Primary way the company buys/sells our products
Company Email on File
Flag (Yes/No) if the company has email contact on file
Company Annual
Revenue
Amount of revenue earned by partner company
Company Channel
Partner channel preference methodology for
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Preference
communication
Company Twitter
Handle
Flag (Y/N) does the partner have a twitter handle
Company Tenure
How long has the company been a partner
Company Since Date
Date company signed up as a partner (MM/DD/YYYY)
Company Region
Region of world the partner company is located
Company Country
Country of world the partner company is located
Company GeoKey
GeoKey (lat/long) of the street address for the partner

company
Company Zip
Zip code of where the partner company is located
Company City
City where the partner company is located
Company Name
Name of the partner company
Company Street
Address
Street address for the partner company
Marketing Avg Click

Stream Page Duration
Average time spent by partner company on any

website page
Company Web Login

Duration
Total measure of how long a partner has been logged

onto our website
Measures
3.2.8) Competitor, [Dimension] - (Competitor) This table details the list of

competitors faced in sales cycles.
Keys
zMarketingCompetitorI
D
Connects to SalesMarketingFact
Dimension
s
Competitor
Names of our competitors we face
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3.2.9) Customer, [Dimension] - (Customer) This table details the B2C (direct
to consumer) customers we service with description of the related attributes for
each B2C customer.
Keys
zCONTACTKEY
Connects to SalesMarketingFact and

SalesFinanceFact
Dimension
s
Customer Age Group
Customers Age
Customer DOB
Customers date of birth (MM/DD/YYYY)
Customer Name
Name of customer (Last, First)
Customer Lead Source
Method customer was contacted by to buy product
CustomerHousehold
Size
Number of persons in the customers household
Customer Email
Unused Not correctly populated, currently
Customer Homeowner
Flag (Y/N) if the customer owns a home
Customer Marital
Status
Flag (Y/N) if the customer is married
Customer Contact
Preference
Preferred method of contact
Customer Annual
Income
Customers annual income
Customer Status
Status of customers account
Customer Tier
Status tier of the customer
Customer Age
Age of the customer
Customer Education
Level
Education level of the customer
Customer Gender
Customer gender (M/F)
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Dimension
s
Customer Email Opt

Out
Flag (Yes/No) has the customer opted out of email

campaigns
Customer Ethnicity
Ethnicity of customer
Customer Tenure
How long has the individual been a customer
Customer Zip/Postal
Zip code where customer is located
Customer City
City where the customer is located
Company Street
Address
Street address for the customer
Customer
State/Province
State/Province for the customer
Customer Country
Country where the customer is located
CustomerGeoKey
Geokey (lat/long) of customers location
Customer Update
Status Date
Last updated date of customer status
Company Market Cap
Dollar figure of the market value of the customers

company.
Company Industry
Description of the customers industry vertical
Company Lead Source
Where inbound contact lead came from that led to that

company becoming a customer/partner
Company Annual
Spend
How much on average a company spends annually on

our products
Company Employee
Count
Number of employees the company has currently

employed
Company Primary
Channel
Primary way the company buys/sells our products
Company Annual
Revenue
Amount of revenue earned by partner company
Company Twitter
Handle
Flag (Y/N) does the partner have a twitter handle
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Measures
Company Name
Name of the partner company
Company Street
Address
Street address for the partner company
Marketing Avg Click

Stream Page Duration
Average time spent by partner company on any

website page
Company Web Login

Duration
Total measure of how long a partner has been logged

onto our website
3.2.10) Employee, [Dimension] - (Employee) This table is the master

Employee reference, it contains detailed employee attributes.
Keys
zEMPKEY
Connects to SalesFinanceFact and FinanceTEFact
Dimension
s
Employee City
Employees city location (Org Geo L4)
Employee Name
Employees full name (First Last)
Employee Gender
Employeer gender (M/F)
Employee Area
Organizational Area for the employee (Org Level 1)
Employee Dept
Organizational Dept for the employee (Org Level 2)
Employee Business
Unit
Organizational Business Unit for the employee (Org

Level 3)
Employee Job Title
Job Title for the employee (Org Level 4)
Employee Region
Organizational Region where employee is located (Org

Geo L1)
Employee Country
Organizational Country where employee is located (Org

Geo L2)
Employee State
Organizational State where employee is located (Org

Geo L3)
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Employee DOB
Employee DOB in Julian format (not used)
Employee Birth Date
Employee Date of Birth (MM/DD/YYYY)
Employee Birth Month
Birth Month and Year of employee (MMM YYYY)
Employee Birth Year
Birth Year of employee
Employee Job Class
Classification of employees role in the company
Employee Manager
Flag (Y/N) if the employee is a manager
Employee Employment
Type
Employees full or part time employment type

(FTE/PTE)
Employee Band
Employees Band level status (1-10), 10 is executive

level
Employee Perf Rating
Employees performance evaluation rating (A-D)
Employee Ethnicity
Employees ethnicity
Employee Hire Date
Date employee was hired (MM/DD/YYYY)
Employee Hire Month
Hire Month and Year of employee (MMM YYYY)
Employee Hire Year
Hire Year of employee
Employee Termination
Date
Date employee was terminated (MM/DD/YYYY)
Month
Termination Month and Year of employee (MMM YYYY)
Year
Termination Year of employee
Employee Age
Age of employee
Employee Tenure
How long employee has been employed
Employee Active Flag
Flag (1/0) if employee is currently employed
Employee Inactive Flag
Flag (1/0) if employee is currently not employed
Employee Recruitment
Source
Description of how employee came into employment
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Dimension
s
Employee Referral
Source
If an employee was referred method of referral
Type
Flag for termination reason (Voluntary/Involuntary)
Reason
Reason for dismissal / resignation from the company
Employee Salary
Current employee salary
Employee Total
Compensation
Additional compensations for employee (Bonus)
EmployeeGeoPoint
Geo location (lat/long) of employee
3.2.11) Finance Travel and Expense, [Fact] - (FinanceTE) This table

contains travel and expense metrics for employees.
Keys
Dimension
s
Measures
zEMPKEY
Connects to Employees and FinanceTEFact
Finance T&E Billable
Flag (Yes/No) Is an Employees expense billable?
Finance T&E Type
Type of expense filed by employee
Finance T&E Category
Higher level category group of expense types
Finance T&E Date
Date of expensed transaction (MM/DD/YYYY)
Finance T&E Period
Period (MMM YYYY) of expensed transaction
Finance T&E Month
Month of expensed transaction
Finance T&E Quarter
Quarter of expensed transaction
Finance T&E Year
Year of expensed transaction
Finance T&E Amount
Actual amount requested for reimbursement
Finance T&E Budget
Budgeted amount planned for reimbursement
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3.2.12) Financial Planners, [Dimension] - (FinancialPlanners) This table

contains details around the Planning Departments individual planners and
management chain.
Keys
Dimension
zDemandEmpID
Connects to SalesFinanceFact
Finance Demand
Director
Director of Financial Demand Planning
Finance Demand
Manager
Managers of Financial Demand Planners
Finance Demand
Planner
Individual Financial Demand Planners
3.2.13) Marketing Calendar, [Dimension] - (MarketingCalendar) This table

is a master date dimension for Marketing time analytics.
Keys
MarketingDate
Dimension
s
MarketingYear
Year that the marketing campaign was executed
MarketingMonth
Month that the marketing campaign was executed
MarketingMonthYear
Month and Year that the marketing campaign was

executed (MMM-YYYY)
MarketingQuarter
Quarter that the marketing campaign was executed
MarketingCY
Flag (1/0) if the marketing event is within the current
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year
MarketingLY
Flag (1/0) if the marketing event is within the previous

year
MarketingCQ

quarter
MarketingLQ

quarter
MarketingCM

month
MarketingLM

month
3.2.14) Marketing Campaign, [Dimension] - (MarketingCampaigns) This

table contains the details for the marketing campaigns that have been and
associated opportunities.
Keys
zMarketingCampaignID
Dimension
s
Marketing Campaign
Date
Date that the marketing campaign was launched
Marketing Campaign
Objective
Description of the intended reason behind the

marketing campaign
Marketing Owner
Owner of the marketing campaign (may not be internal

employee)
Marketing Sector
Description of specific or generic vertical targeted by

the campaign
Marketing Status
Status of the marketing campaign
Marketing Campaign
Sub Type
Subcategory detail (if relevant) for the marketing

campaign
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Marketing Campaign
Theme
If a campaign has a theme, this will be populated
Marketing Campaign
Topic
Description of the specific campaign topic (if relevant)
Marketing Campaign
Type
Classification of the type of campaign being run
Marketing Campaign
Target Job Function
If a targeted campaign, the type of job function that a

specific campaign was delivered to
Marketing Campaign
Target LOB
If a targeted campaign, the line of business that a

specific campaign was designed to market to
Marketing Method
Type of method used to execute the campaign

(Direct/Indirect)
Marketing Campaign
Individual marketing campaign code
Opportunity Name
Sales opportunity associated with marketing campaign
Marketing Campaign
Influence
Flag (1/0) if the marketing campaign influenced a

buying decision
Marketing Owner
Function
Position/Role of the campaign owner
3.2.15) Marketing Channels, [Dimension] - (MarketingChannels) This table

is contains the details for the marketing campaigns that have been and associated
opportunities.
Keys
zMarketingChannelID
Dimension
s
Marketing Channel
Direct/Retail/Internet channel used for campaign and

marketing
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3.2.16) Marketing Referral Sources [Dimension] (MarketingReferralSources) This table contains the inbound marketing lead
description system.
Keys
zMarketingReferrralSou
rceID
Dimension
s
Marketing Referral
Source
Inbound lead referral source (Google, Direct, Twitter,

etc)
3.2.17) Order Method [Dimension] - (OrderMethod) This table describes the

methods used to order product.
Keys
zOMKEY
Dimension
s
Sales Order Method
Description of sales order method (Retail/Direct/Online)
3.2.18) Product, [Dimension] - (Product) This table contains product details

of the items that we sell through our various methods.
Keys
zPKEY
Dimension
s
Product Category
Product category - Level 1 of product hierarchy
Product Sub Category
Product sub-category - Level 2 of product hierarchy
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Product Group
Product group - Level 3 of product hierarchy
Product Vendor
VendorID of product manufacturer
Product Name
Product Name - Level 4 of product hierarchy
Product Model
Product Model Code
Product Unit Cost
Product Manufacturing Cost
Product Price
Product Suggested Retail Price
Product Weight
Weight of Product
Product Weight Bucket
Weight grouping buckets of individual products
3.2.19) Sales Calendar, [Dimension] - (SalesCalendar) This table is a master

date dimension for sales time analytics.
Keys
Sales Order Date
Dimension
s
Sales Year
Year that the sales transaction occurred
Sales Month
Month that the sales transaction occurred
Sales MonthYear
Month and Year that the sales transaction occurred

(MMM-YYYY)
Sales Quarter
Quarter that the sales transaction occurred
Sales CY
Flag (1/0) if the Sales transaction is within the current

year
Sales LY
Flag (1/0) if the Sales transaction is within the previous

year
Sales CQ
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quarter
Sales LQ

quarter
Sales CM

month
Sales LM

month
3.2.20) Sales Finance Fact, [Fact] - (SalesFinanceFact) This is the primary

fact table for all sales transactions.
Keys
Dimension
zCONTACTKEY
Connects to SalesMarketingFact and Customer
Sales Order Date
Connects to SalesCalendar
zPKEY
Connects to Product
zORGKEY
Connects to Company and CallCenterFact
zOMKEY
Connects to OrderMethod
zDemandEmpID
Connects to FinancialPlanners
zSOKEY
Unused (future option)
zQKEY
zCUSTKEY
zPROMOKEY
zBRKEY
Sales Ship Date
Date product was shipped to customer
Sales Close Date
Date product sale was closed
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Measures
Sales Order Detail Line
Line item transaction number per Order Number
Sales Order Number
Sales Order number
Sales Order Days Aging
Days between transaction and ship date
Sales Order Days Aging

Bucket
Grouping of days aging into buckets
Sales Order Status
Flag (Ontime/Late) on the status of an order
Sales Order Ontime
Flag (1/0) on whether an order is ontime or late
Sales Shipment Method
Method used to ship product (Air/Ground)
Sales Quantity
Quantity of product sold
Sales Price by Unit
Price and item is sold for as individual product
Sales Gross Margin
Margin (Sale Price Cost) per item sold
Sales Revenue
Total Revenue per order
Sales Gross Profit
Total Profit (Margin * Qty) per order
Sales Return Revenue
Revenue lost by of returned product (beta)
Sales Units Returned
Units of product returned (beta)
Sales Forecast
Forecasted value of sales revenue
Sales Costs
Cost of goods sold per order
3.2.21) Sales Marketing Fact, [Fact] - (SalesMarketingFact) This is the

primary fact table for all marketing, opportunity, and quota planning events.
Keys
zMarketingReferralSour
ceID
Connects to MarketingReferralSources
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zMarketingChannellID
Connects to MarketingChannels
zMarketingCampaignID
Connects to MarketingCampaigns
Marketing Date
Connects to MarketingCalendar
zEMPKEY
Connects to Employees and FinanceTEFact
Sales Pipeline Date
Connects to SalesPipelineCalendar
zMarketingCompetitorI
D
Connects to Competitors
zCONTACTKEY
Connects to SalesFinanceFact and Customer
zQUOTAKEY
Connects to SalesQuotasFact
zMarketingPageID
Marketing Campaign
Conversion Date
Date of Marketing Campaign Conversion Date (do not

use)
Marketing Page Rank
Dimension
s
Measures
Sales Opportunity Age
How old (in days) has the opportunity existed
Sales Stage
Pipeline stage of an opportunity
Sales Won/Lost
Flag (1/0) Closed status of an opportunity 1=Win,

0=Lost
Sales Opp Status
Flag (Won/Lost) of an opportunity
Sales Closed
Flag (1/0) Is the opportunity closed (1) or open (0)
Sales Stage Duration
Duration (days) of the opportunity in the current sales

stage
Marketing Leads
# of leads
Marketing Conversions
# of leads converted to opportunities
Marketing Calls
# of calls generated from leads
Marketing Cost
Estimated cost of lead management
Marketing Visitors
# of visitors that have visited our website
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Marketing Unique
Visitors
Distinct # of visitors that have visited our website
Sales Opportunity
Amount
Estimated value of opportunity based on initial lead

conversion
3.2.22) Sales Pipeline Calendar, [Dimension] - (SalesPipelineCalendar)

This table is a master date dimension for Pipeline time analytics.
Keys
Dimension
s
Sales Pipeline Date
Sales Pipeline Year
Year for the sales pipeline
Sales Pipeline Month
Month for the sales pipeline
Sales Pipeline
MonthYear
Month and Year that for the sales pipeline (MMM-YYYY)
Sales Pipeline Quarter
Quarter for the sales pipeline
Sales Pipeline CY
Flag (1/0) if the Sales Pipeline is within the current year
Sales Pipeline LY
Flag (1/0) if the Sales Pipeline is within the previous

year
Sales Pipeline CQ
Flag (1/0) if the Sales Pipeline is within the current

quarter
Sales Pipeline LQ

quarter
Sales Pipeline CM
Flag (1/0) if the Sales Pipeline is within the current

month
Sales Pipeline LM

month
3.2.23) Sales Quota Fact [Fact] - (SalesQuotasFact) This table contains

quota information for the sales reps.
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Keys
zQUOTAKEY
Measures
Sales Quota
Sales quotas for the sales representatives
3.3) Marketing Campaign Performance - Modification of the base data

model. This adjustment disconnects the Employee and FinanceTEFact tables from
the data model as the marketing employees are not part of the internal employees
system and also have no relationship with T&E costs.
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4. Raw Data
This section will detail the raw data imports used to build the CDP applications.
These files are contained in excel files, with multiple tabs in each organized by
source type.
4.1) Customer Folder Raw Data Contains Contact and Customer master excel
files. In this folder, there are two excel files: CDPCustomerMaster.xlsx and
CDPCustomerMaster.xlsx.
4.1.1) CDP Customer Master (2500 records) Customer Master is a list
of companies that buy/sell products through various channels.
Fields:
-marketCap
-avgClickStreamPageDuration
-industrySector
-leadSource
-annualSpend
-eMailOptOutFlag
-employeeCount
-tier
-primaryChannel
emailOnFile
-annualRevenue
-contactChannelPreference
-hasTwitterHandle
-companyId
-webLoginDuration
-customerSinceDate
-Region
-Country
-Zip
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-City
-CompanyName
-StreetAddress
-Latitude
-Longitude
4.1.2) CDP Contact Master (18372 records) Contact Master is a list of
individual customers that have purchased product directly.
Fields:
-dateOfBirth
-leadSource
-avgWebsiteVisit
-houseHoldSize
-maritalStatus
-ownHomeFlag
-annualIncome
-customerId
-accountStatus
-educationLevel
-age
-customerTier
-gender
-emailOptOut
-firstName
-lastName
-emailDomain
-contactPreference
-customerSinceDate
-ethnicity
-AddressLine1
-City
-PostalCode
-State / Province
-Country
-CountryISOCode
-Latitude
-Longitude
-Status Date
4.2) Customer Service Folder Raw Data - Contains Call Center Fact excel file.
In this spreadsheet are tabs for Call Center Fact, Handle Type, Agent, Group, Service
Type, and Call Severity. There are other tabs but they are unused.
4.1.1) Call Center Fact (10995 records) contains the keys, dimensions, and
measure for all the call center metrics
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Fields:
-Date_ID
-Time_ID
-Close Date
-Days to Resolve
-Days Aging
-Agent_ID
-HandleTypeID
-Product_ID
-Group_ID
-Service_Type_ID
-Call_Severity_ID
-Customer_ID
-Case #
-# Call
-# Terminated
-# Completed
-# Active Agent
-Call Duration
-Avg Hold Time
-Call Costs
-Hold Time with SLA
-Hold Time Mising SLA
-Call Duration within SLA
-Call Duration missing SLA
-Satisfaction Level
-Quality Level
-Tech Level
4.1.2) HandleType (3 records) contains lookups for call center fact
Fields:
-HandleTypeID
-Handle Type
4.1.3) Agent (99 records) contains lookups for call center fact around agents
Fields:
-Agent ID
-Territory
-Country
-Call Center
-Manager
-Team Lead
-Agent
City
4.1.4) Group (5 records) contains lookups for call center fact around groups
29 | P a g e
Fields:
-GroupID
-Group
4.1.5) Service_Type (15 records) contains lookups for call center fact around
service types
Fields:
-Service_TypeID
-Service_Type
4.1.6) Call_Severity (3 records) contains lookups for call center fact around
severity
Fields:
-Call_SeverityID
-Call_Severity
4.3) Finance Folder Raw Data - Contains Expenses excel file. This spreadsheet
has T&E information for Employees
4.3.1) Finance Expenses (86803 records) contains the keys, dimensions, and
measure for all the finance T&E fact.
Fields:
-Billable
-EmployeeID
-Expense Type
-Expense Category
-Expense Report
-Expense Report Exception
-Exception Reason
-Year
-Quarter
-Period
-Month
-Date
-Amount
-Budget
-Budget1
4.4) HR Folder Raw Data - Contains the HR excel file. This spreadsheet tabs for
Employee information and Demand Planners.
4.4.1) Employee (1815 records) contains employee details
Fields:
-Employee State
30 | P a g e
-Employee City
-Date of Birth
-Job Classification
-Manager
-Employment Type
-Band
-Performance Rating
-Ethnicity
-Hire Date
-Active
-Recruitment Source
-Referral Source
-Termination Date
-Termination Type
-Termination Reason
-Salary
-Compensation
-EmployeeLatitude
-EmployeeLongitude
4.4.2) Demand Planners (75 records) contains demand planner employee
management details
Fields:
-DemandEmplD
-Demand Director
-Demand Manager
-Demand Planner
4.5) Marketing Folder Raw Data - Contains the marketing excel file. This
spreadsheet tabs for MarketingFact, Campaigns, Channel, Leads, Pipeline, and
Competitor.
4.5.1) MarketingFact (160350 records) contains the main fact for marketing
information.
Fields:
-SALES_ORDER_KEY
-CampaignID
-ChannelID
-CUSTOMERID
-ReferralSourceID
-Sales Create Date
-Sales Close Date
-Conversion Date
-PageID
31 | P a g e
-Visits
-Conversions
-Calls
-Campaign Cost
-PageID
-Visitors
-Unique Visitors
-PageRank
-Opportunity Age
-Sales Stage
-IsWon
-IsClosed
-CompetitorID
-Stage Duration
-Opportunity Amt
-zEMPKEY
4.5.2) Campaigns (2269 records) contains the campaign details information
Fields:
-CampaignID
-Campaign Start Date
-Campaign Objective
-Campaign Owner
-Campaign Sector
-Campaign Status
-Campaign Sub Type
-Campaign Theme
-Campaign Topic
-Campaign Type
-Campaign Group
-Employee Range
-Campaign Job Function
-Campaign Line of Business
-Campaign Method
-Campaign Name
-Campaign Influence
-Campaign Owner Function
4.5.3) Channel (3 records) contains the channel details
Fields:
-ChannelID
-Channel
4.5.4) Leads (24 records) contains the lead source details
Fields:
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-ReferralSourceID
-ReferralSource
4.5.5) Pipeline (50692 records) contains the details for the sales pipeline
Fields:
-StartDate (subtract from Close Date)
-CampaignID
-Sales Stage
-IsWon
-IsClosed
-CompetitorID
-Stage
-Duration
-Opportunity Amt
-zEMPKEY
4.5.6) Competitor (7 records) contains the details on competitors
-CompetitorID
-Competitor
4.6) Products Folder Raw Data - Contains the products excel file.
4.6.1) Product_DIM (1977 records) contains the product details
-PRODUCT_KEY
-PRODUCT_CATEGORY
-PRODUCT_SUBCAT
-PRODUCT_GROUP
-PRODUCT_VNDR
-PRODUCT
-PRODUCT_MDL
-UNITCOST
-UNITPRICE
-PRODUCTWEIGHT
4.7) Sales Folder Raw Data - Contains the sales fact excel file (also tab for order
methods) and sales quotas excel file.
4.7.1) SalesFinanceFace (201594 records) contains the sales fact details
-PRODUCT_KEY
-SALES_ORDER_KEY
-Year
-ORDER_DAY (test)
-ORDER_DAY
-QUOTA_KEY
-ORGANIZATION_KEY
-EMPLOYEE_KEY
-DemandPlannerID
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-EMPLOYEE_KEY (Rand)
-CUSTOMER_KEY (orig)
-CUSTOMER_KEY
-PROMOTION_KEY
-ORDER_METHOD_KEY
-BRANCH_KEY
-SHIPPING_DAY
-CLOSE_DAY
-QTY_ORDERED
-SALE_PRICE_UNIT
-GROSS_MARGIN
-TOTAL_SALE_REVENUE
-COSTS (orig)
-COSTS
-GROSS_PROFIT
-ORDER_DETAIL_LINE
-ORDER_NUMBER
-QUOTAPRODUCT
-PRODUCT_MDL
-RETURN
-SHIPMENT_TYPE
-FORECAST
4.7.2) OrderMethods (3 records) contains the order method details
-ORDER_METHOD_KEY
-Order Method
4.7.3) SalesFinanceFace (4049 records) contains the sales fact details
-zEMPKEY
-Quota
-MonthYear
-Closed Revenue
-Sales Quota
-Quota %
5. QVD Processing & Data

This section will detail how the raw data imports are transformed into the data used
34 | P a g e
to build the CDP applications. The script and transformations will be documented
below.
5.0.1) Script Layout the script for the QVD builder is broken into subject
areas and the last tab being where all the QVDs are being written out.
5.1) Customers Tab: Transformations for the customer/company raw table

into QVD.
Customer:
LOAD
Floor(year(Today()) - year(dateOfBirth)) as [Customer Age Group],
date(dateOfBirth) as [Customer DOB],
lastName & ', ' & firstName as [Customer Name],
leadSource as [Customer Lead Source],
houseHoldSize as [CustomerHousehold Size],
emailDomain as [Customer Email],
ownHomeFlag as [Customer Homeowner],
maritalStatus as [Customer Marital Status],
contactPreference as [Customer Contact Preference],
annualIncome as [Customer Annual Income],
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customerId as zCONTACTKEY,
accountStatus as [Customer Status],
customerTier as [Customer Tier],
"age" as [Customer Age],
educationLevel as [Customer Education Level],
gender as [Customer Gender],
emailOptOut as [Customer Email Opt Out],
ethnicity as [Customer Ethnicity],
Floor(year(Today()) - year(customerSinceDate)) as [Customer Tenure],
PostalCode as [Customer Zip/Postal],
City as [Customer City],
"State / Province" as [Customer State/Province],
Country as [Customer Country],
GeoMakePoint(Latitude, Longitude) as [Customer Geokey],
date([Status Date]) as [Customer Update Status Date]
FROM [lib://Core Data/Customer\CDPContactMaster.xlsx]
(ooxml, embedded labels, table is Contacts18372);
Company:
LOAD
marketCap as [Company Market Cap],
avgClickStreamPageDuration as [Marketing Avg Click Stream Page
Duration],
industrySector as [Company Industry],
leadSource as [Lead Source],
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annualSpend as [Company Annual Spend],

eMailOptOutFlag as [Company Email Opt Out Flag],
employeeCount as [Company Employee Count],
tier as [Company Tier],
primaryChannel as [Company Primary Channel],
emailOnFile as [Company Email on File],
annualRevenue as [Company Annual Revenue],
contactChannelPreference as [Company Channel Preference],
hasTwitterHandle as [Company Twitter Handle],
companyId as zORGKEY,
webLoginDuration as [Company Web Login Duration],
Floor(year(Today()) - year(customerSinceDate)) as [Company Tenure],
date(customerSinceDate) as [Company Since Date],
Region as [Company Region],
Country as [Company Country],
GeoMakePoint(Latitude, Longitude) as [Company Lat/Long],
Zip as [Company Zip],
City as [Company City],
CompanyName as [Company Name],
StreetAddress as [Company Street Address]
FROM [lib://Core Data/Customer\CDPCustomerMaster.xlsx]
(ooxml, embedded labels, table is Int2500);
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5.2) Sales Tab: Transformations for the sales and orders raw tables into
QVDs. This process also creates a Sales master calendar.
SalesFinanceFact:
LOAD
PRODUCT_KEY as zPKEY,
SALES_ORDER_KEY as zSOKEY,
date(ORDER_DAY) as [Sales Order Date],
//date#(ORDER_DAY,'YYYYMMDD') as [Sales Order Date],
QUOTA_KEY as zQKEY,
ORGANIZATION_KEY as zORGKEY,
EMPLOYEE_KEY as zEMPKEY,
CUSTOMER_KEY as zCUSTKEY,
CUSTOMER_KEY as zCONTACTKEY,
DemandPlannerID as zDemandEmpID,
PROMOTION_KEY as zPROMOKEY,
ORDER_METHOD_KEY as zOMKEY,
BRANCH_KEY as zBRKEY,
38 | P a g e
date(SHIPPING_DAY) as [Sales Ship Date],

date(CLOSE_DAY) as [Sales Close Date],
//date#(SHIPPING_DAY,'YYYYMMDD') as [Sales Ship Date],
//date#(CLOSE_DAY,'YYYYMMDD') as [Sales Close Date],
QTY_ORDERED as [Sales Quantity],
SALE_PRICE_UNIT as [Sales Price by Unit],
GROSS_MARGIN as [Sales Gross Margin],
TOTAL_SALE_REVENUE as [Sales Revenue],
//QUOTA as [Sales Quota],
// EMPLOYEE_KEY & '-' & num(date#(CLOSE_DAY,'YYYYMMDD')) as
zQUOTAKEY,
//EMPLOYEE_KEY & '-' & monthname(date#(CLOSE_DAY,'YYYYMMDD')) as
zQUOTAKEY,
EMPLOYEE_KEY & '-' & monthname(date(CLOSE_DAY)) as zQUOTAKEY,
GROSS_PROFIT as [Sales Gross Profit],
ORDER_DETAIL_LINE as [Sales Order Detail Line],
ORDER_NUMBER as [Sales Order Number],
fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) as [Sales Order Days Aging],
if(fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) < 3, '(1) <3',
if (fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) >= 3 AND
fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) <= 5, '(2) 3-5',
if (fabs(date(SHIPPING_DAY) date(ORDER_DAY,'YYYYMMDD')) > 5 AND
fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) <= 10,
'(3) 5-10',
if (fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) > 10
AND f
abs(date(SHIPPING_DAY) - date(ORDER_DAY)) <=
30, '(4) 10-30', '(5) >30')
39 | P a g e
)
)
)
AS [Sales Order Days Aging Bucket],
// if(fabs(date#(SHIPPING_DAY,'YYYYMMDD') date#(ORDER_DAY,'YYYYMMDD')) < 5, '(1) <5',

// if (fabs(date#(SHIPPING_DAY,'YYYYMMDD') date#(ORDER_DAY,'YYYYMMDD')) >= 5 AND
//fabs(date#(SHIPPING_DAY,'YYYYMMDD') - date#(ORDER_DAY,'YYYYMMDD'))
<= 10, '(2) 5-10',
// if (fabs(date#(SHIPPING_DAY,'YYYYMMDD') date#(ORDER_DAY,'YYYYMMDD')) > 10 AND
<= 25, '(3) 10-25',
<= 50, '(4) 25-50',
<= 100, '(5) 50-100',
//
'(6) >100')
//
//
//
//
//
)
)
AS [Sales Order Days Aging Bucket],
if(fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) < 10, 'Ontime', 'Late') as
40 | P a g e
[Sales Order Status],

if(fabs(date(SHIPPING_DAY) - date(ORDER_DAY)) < 10, 1, 0) as [Sales Order
Ontime],
// if(fabs(date#(SHIPPING_DAY,'YYYYMMDD') date#(ORDER_DAY,'YYYYMMDD')) < 15, 'Ontime', 'Late') as [Sales Order
Status],
// if(fabs(date#(SHIPPING_DAY,'YYYYMMDD') date#(ORDER_DAY,'YYYYMMDD')) < 15, 1, 0) as [Sales Order Ontime],
if(RETURN = '1', TOTAL_SALE_REVENUE) as [Sales Return Revenue],
if(RETURN = '1', QTY_ORDERED) as [Sales Units Returned],
SHIPMENT_TYPE as [Sales Shipment Method],
FORECAST as [Sales Forecast],
COSTS as [Sales Costs]
FROM [lib://Core Data/Sales\SALES_FACT_UPDATE.xlsx]
(ooxml, embedded labels, table is SalesFinanceFact);
OrderMethod:
LOAD
ORDER_METHOD_KEY as zOMKEY,
"Order Method" as [Sales Order Method]
FROM [lib://Core Data/Sales\SALES_FACT_UPDATE.xlsx]
(ooxml, embedded labels, table is OrderMethods);
// Sales CALENDAR
TEMP:
LOAD
41 | P a g e
num(floor(min([Sales Order Date]))) AS MinSalesDate,

num(floor(max([Sales Order Date]))) AS MaxSalesDate
RESIDENT
SalesFinanceFact;
LET vMinSalesDate = peek('MinSalesDate', 0, 'TEMP');

LET vMaxSalesDate = peek('MaxSalesDate', 0, 'TEMP');
DROP TABLE TEMP;
DateIsland:
LOAD
date($(vMinSalesDate) + rowno() - 1) AS D,
year($(vMinSalesDate) + rowno() - 1) AS Y,
month($(vMinSalesDate) + rowno() - 1) AS M,
date(monthstart($(vMinSalesDate) + rowno() - 1), 'MMM-YYYY') AS MY
AUTOGENERATE
vMaxSalesDate - vMinSalesDate + 1;
LET vToday = vMaxSalesDate;
//Relative Time Script

SalesCalendar:
LOAD
//D AS %link_Date,
42 | P a g e
D AS [Sales Order Date],

//
Basic Date Dimensions

Y AS [Sales Year],
M AS [Sales Month],
MY AS [Sales MonthYear],
'Q' & ceil(M / 3) AS [Sales Quarter],
//
Year flags
inyear(D, '$(vToday)', 0) * -1 AS [Sales CY], //Current year
inyear(D, '$(vToday)', -1) * -1 AS [Sales LY],
//
//First prior year
Quarter flags
inquarter(D, '$(vToday)', 0) * -1 AS [Sales CQ], //Current quarter
inquarter(D, '$(vToday)', -4) * -1 AS [Sales LQ], //First prior quarter,

same quarter last year
//
Month flags
inmonth(D, '$(vToday)', 0) * -1 AS [Sales CM],
//Current month
inmonth(D, '$(vToday)', -1) * -1 AS [Sales LM]
//Previous month
RESIDENT
DateIsland;
DROP TABLE DateIsland;
43 | P a g e
5.3) Finance Tab: Transformations for the Finance TE raw tables into QVDs.
FinanceTEFact:
LOAD
Billable as [Finance T&E Billable],
EmployeeID as zEMPKEY,
"Expense Type" as [Finance T&E Type],
"Expense Category" as [Finance T&E Category],
date("Date") as [Finance T&E Date],
monthname("Date") as [Finance T&E Period],
month("Date") as [Finance T&E Month],
Quarter as [Finance T&E Quarter],
year("Date") as [Finance T&E Year],
Amount as [Finance T&E Amount],
Budget1 as [Finance T&E Budget]
FROM [lib://Core Data/Finance\Expenses.xlsx]
(ooxml, embedded labels, table is [Finance Expenses]);
44 | P a g e
FinancialPlanners:
LOAD
DemandEmplD as zDemandEmpID,
"Demand Director" as [Finance Demand Director],
"Demand Manager" as [Finance Demand Manager],
"Demand Planner" as [Finance Demand Planner]
FROM [lib://Core Data/HR\Employees.xlsx]
(ooxml, embedded labels, table is [Demand Planners]);
5.3) Pipeline Tab: Transformations for the pipeline, quotas, and competitor
raw tables into QVDs.
QuotasFacts:
LOAD
//zEMPKEY,
zEMPKEY & '-' & monthname("Sales Close Date") as zQUOTAKEY,
"Sales Close Date" as [Quota Date],
Quota as [Sales Quota]
FROM [lib://Core Data/Sales\Quotas.xlsx]
(ooxml, embedded labels, table is Quotas);
PipelineFact:
LOAD
"StartDate (subtract from Close Date)" as [Sales Duration],
45 | P a g e
CampaignID as zMarketingCampaignID,
"Sales Stage" as [Sales Stage],
IsWon as [Sales Won/Lost],
if(IsWon = '1', 'Won',
if((IsClosed = '1' AND IsWon = '0'), 'Lost',
'Open')) as [Sales Opp Status],
IsClosed as [Sales Closed],
CompetitorID as zMarketingCompetitorID,
"Stage Duration" as [Sales Stage Duration],
"Opportunity Amt" as [Sales Opportunity Amount]
FROM [lib://Core Data/Marketing\Marketing.xlsx]
(ooxml, embedded labels, table is Pipeline);
Competitors:
LOAD
CompetitorID as zMarketingCompetitorID,
Competitor
(ooxml, embedded labels, table is Competitor);
5.4) Marketing Tab: Transformations for the marketing fact, marketing

campaigns, marketing channels, and marketing referrals raw tables into
QVDs. This process also creates a marketing master calendar.
MarketingFact:
46 | P a g e
LOAD
//SALES_ORDER_KEY as zSOKEY,
// CUSTOMERID as zCONTACTKEY,
ReferralSourceID as zMarketingReferralSourceID,
ChannelID as zMarketingChannelID,
PageID as zMarketingPageID,
date([Campaign Response Date]) as [Marketing Date],
//
monthname([Campaign Response Date]) as [Campaign Response
Month],
//
year([Campaign Response Date]) as [Campaign Response Year],
if([Conversion Date] <> 'FALSE', date([Conversion Date])) as [Marketing

Campaign Conversion Date],
//
monthname([Conversion Date]) as [Campaign Conversion Month],
//
year([Conversion Date]) as [Campaign Conversion Year],
Floor(date([Conversion Date]) - date([Campaign Response Date])) as

[Marketing Campaign Response Days],
Visits as [Marketing Leads],
Conversions as [Marketing Conversions],
Calls as [Marketing Calls],
"Campaign Cost" as [Marketing Cost],
Visitors as [Marketing Visitors],
"Unique Visitors" as [Marketing Unique Visitors],
PageRank as [Marketing Page Rank]
(ooxml, embedded labels, table is MarketingFact);
47 | P a g e
MarketingCampaigns:
LOAD
"Campaign Start Date" as [Marketing Campaign Date],
"Campaign Objective" as [Marketing Campaign Objective],
"Campaign Owner" as [Marketing Owner],
"Campaign Sector" as [Marketing Sector],
"Campaign Status" as [Marketing Status],
"Campaign Sub Type" as [Marketing Campaign Sub Type],
"Campaign Theme" as [Marketing Campaign Theme],
"Campaign Topic" as [Marketing Campaign Topic],
"Campaign Type" as [Marketing Campaign Type],
"Campaign Group Employee Range" as [Marketing Campaign Target
Employee Range],
"Campaign Job Function" as [Marketing Campaign Target Job Function],
"Campaign Line of Business" as [Marketing Campaign Target LOB],
"Campaign Method" as [Marketing Method],
"Campaign Name" as [Marketing Campaign],
"Campaign Name" as [Opportunity Name],
"Campaign Influence" as [Marketing Campaign Influence],
"Campaign Owner Function" as [Marketing Owner Function]
(ooxml, embedded labels, table is Campaigns);
48 | P a g e
MarketingChannels:
LOAD
ChannelID as zMarketingChannelID,
Channel as [Marketing Channel]
(ooxml, embedded labels, table is Channel);
MarketingReferralSources:
LOAD
ReferralSourceID as zMarketingReferralSourceID,
ReferralSource as [Marketing Referral Source]
(ooxml, embedded labels, table is Leads);
Left Join (MarketingFact)

LOAD
PageID as zMarketingPageID,
Page as [Marketing Page],
Download as [Marketing Downloads]
(ooxml, embedded labels, table is Pages);
49 | P a g e
// Marketing CALENDAR
TEMP:
LOAD
num(floor(min([Marketing Date]))) AS MinCampaignDate,
num(floor(max([Marketing Date]))) AS MaxCampaignDate
RESIDENT
MarketingFact;
LET vMinCampaignDate = peek('MinCampaignDate', 0, 'TEMP');

LET vMaxCampaignDate = peek('MaxCampaignDate', 0, 'TEMP');
DROP TABLE TEMP;
DateIsland:
LOAD
date($(vMinCampaignDate) + rowno() - 1) AS D,
year($(vMinCampaignDate) + rowno() - 1) AS Y,
month($(vMinCampaignDate) + rowno() - 1) AS M,
date(monthstart($(vMinCampaignDate) + rowno() - 1), 'MMM-YYYY') AS
MY
AUTOGENERATE
vMaxCampaignDate - vMinCampaignDate + 1;
LET vToday = vMaxCampaignDate;
50 | P a g e
//Relative Time Script
MarketingCalendar:
LOAD
//D AS %link_Date,
D AS [Marketing Date],
//
Basic Date Dimensions

Y AS [Marketing Year],
M AS [Marketing Month],
MY AS [Marketing MonthYear],
'Q' & ceil(M / 3) AS [Marketing Quarter],
//
Year flags
inyear(D, '$(vToday)', 0) * -1 AS [Marketing CY],
//Current year
inyear(D, '$(vToday)', -1) * -1 AS [Marketing LY],
//First prior
year
//
Quarter flags
inquarter(D, '$(vToday)', 0) * -1 AS [Marketing CQ],

quarter
//Current
inquarter(D, '$(vToday)', -4) * -1 AS [Marketing LQ],

quarter, same quarter last year
//First prior
//
Month flags
51 | P a g e
inmonth(D, '$(vToday)', 0) * -1 AS [Marketing CM],
//Current
inmonth(D, '$(vToday)', -1) * -1 AS [Marketing LM]
//Previous
month
month
RESIDENT
DateIsland;
DROP TABLE DateIsland;
5.5) Employee Tab: Transformations for the employees tables into QVDs.
Employees:
LOAD
EmployeeID as zEMPKEY,
EmployeeName as [Employee Name],
Gender as [Employee Gender],
Area as [Employee Area],
Department as [Employee Dept],
"Business Unit" as [Employee Business Unit],
"Job Title" as [Employee Job Title],
"Employee Region" as [Employee Region],
"Employee Country" as [Employee Country],
"Employee State" as [Employee State],
"Employee City" as [Employee City],
"Date of Birth" as [Employee DOB],
52 | P a g e
date("Date of Birth") as [Employee Birth Date],

monthname("Date of Birth") as [Employee Birth Month],
Year("Date of Birth") as [Employee Birth Year],
"Job Classification" as [Employee Job Class],
Manager as [Employee Manager],
"Employment Type" as [Employee Employment Type],
Band as [Employee Band],
"Performance Rating" as [Employee Perf Rating] ,
Ethnicity as [Employee Ethnicity],
date("Hire Date") as [Employee Hire Date] ,
monthname("Hire Date") as [Employee Hire Month],
Year("Hire Date") as [Employee Hire Year],
date("Termination Date") as [Employee Termination Date],
monthname("Termination Date") as [Employee Termination Month],
Year("Termination Date") as [Employee Termination Year],
Floor(year(Today()) - Year([Date of Birth])) as [Employee Age],
Floor(Year(Today()) - Year([Hire Date])) as [Employee Tenure],
If(Active = 'Y', 1) as [Employee Active Flag],
If(Active = 'N', 1) as [Employee Inactive Flag],
"Recruitment Source" as [Employee Recruitment Source],
"Referral Source" as [Employee Referral Source],
"Termination Type" as [Employee Termination Type],
"Termination Reason" as [Employee Termination Reason],
Salary as [Employee Salary],
53 | P a g e
Compensation as [Employee Total Compensation]

FROM [lib://Core Data/HR/Employees.xlsx]
(ooxml, embedded labels, table is Employees);
Left Join (Employees)

LOAD
"Employee City",
GeoMakePoint(Latitude, Longitude) as EmployeeGeoPoint
FROM [lib://Core Data/HR\Geodata.xls]
(biff, embedded labels, table is Sheet1$);
5.6) Product Tab: Transformations for the product table into QVDs.
Product:
LOAD
PRODUCT_KEY as zPKEY,
PRODUCT_CATEGORY as [Product Category],
PRODUCT_SUBCAT as [Product Sub Category],
PRODUCT_GROUP as [Product Group],
PRODUCT_VNDR as [Product Vendor],
PRODUCT as [Product Name],
PRODUCT_MDL as [Product Model],
UNITCOST as [Product Unit Cost],
UNITPRICE as [Product Unit Price],
54 | P a g e
PRODUCTWEIGHT as [Product Weight],
if(PRODUCTWEIGHT < 5, '(1) <5',

if (PRODUCTWEIGHT >= 5 AND PRODUCTWEIGHT <= 10, '(2) 510',
if (PRODUCTWEIGHT > 10 AND PRODUCTWEIGHT <= 25,
'(3) 10-25',
if (PRODUCTWEIGHT > 25 AND PRODUCTWEIGHT
<= 50, '(4) 25-50',
if (PRODUCTWEIGHT > 50 AND
PRODUCTWEIGHT <= 100, '(5) 50-100',
'(6) >100')
)
)
)
)
AS [Product Weight Bucket]
FROM [lib://Core Data/Products\PRODUCT_DIM.xlsx]

(ooxml, embedded labels, table is Sheet);
5.7) Customer Service: Transformations for the call center and customer
service excel files into QVDs.
CallCenterFact:
LOAD
date(Date_ID) as [Call Ctr Call Date],
MonthName(Date_ID) as [Call Ctr Call Month],
55 | P a g e
Week(Date_ID) as [Call Ctr Call Week],

WeekDay(Date_ID) as [Call Ctr Call Weekday],
if(IsNull("Close Date"), 0, 1) as [Call Ctr Closed Tickets],
if(IsNull("Close Date"), 1, 0) as [Call Ctr Open Tickets],
num("Close Date") - num(Date_ID) as [Call Ctr Ticket Aging],
Agent_ID as AgentID,
//
Product_ID as PRODUCT_KEY,
timestamp(Time_ID) as [Call Ctr Call Time],
hour(Time_ID) as [Call Ctr Call Hour],
"Case #" as [Call Ctr Ticket #],
Group_ID as zGRPKEY,
Service_Type_ID as zSVCTYPEKEY,
Call_Severity_ID as zCALLSEVKEY,
Customer_ID as zORGKEY,
"# Call" as [Call Ctr Call #],
"# Completed" as [Call Ctr Completed #],
"# Terminated" as [Call Ctr Terminated #],
"# Active Agent" as [Call Ctr Active Agent #],
"Call Duration" as [Call Ctr Call Duration],
"Avg Hold Time" as [Call Ctr Avg Hold Time],
"Call Costs" as [Call Ctr Call Costs],
"Hold Time with SLA" as [Call Ctr Hold Time w/ SLA],
"Hold Time Mising SLA" as [Call Ctr Hold Time w/o SLA],
"Call Duration within SLA" as [Call Ctr Call Duration within SLA],
56 | P a g e
"Call Duration missing SLA" as [Call Ctr Call Duration no SLA],

"Satisfaction Level" as [Call Center Satisfaction Level],
"Quality Level" as [Call Center Quality Level],
"Tech Level" as [Call Center Tech Level]
FROM [lib://Core Data/Customer Service\Call Center.xlsx]
(ooxml, embedded labels, table is [Call Center Fact]);
CallCenterGroup:
LOAD
Group_ID as zGRPKEY,
"Group" as [Call Center Group]
(ooxml, embedded labels, table is Group);
CallCenterCallType:
LOAD
Service_Type_ID as zSVCTYPEKEY,
Service_Type as [Call Center Service Type]
(ooxml, embedded labels, table is Service_Type);
CallCenterSeverity:
LOAD
Call_Severity_ID as zCALLSEVKEY,
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Call_Severity as [Call Center Severity Type]

(ooxml, embedded labels, table is Call_Severity);
CallCenterAgents:
LOAD
EmployeeID as AgentID,
EmployeeName as [Call Ctr Agent],
"Employee Country" as [Call Ctr Country],
"Employee City" as [Call Ctr Location]
FROM [lib://Core Data/HR\Employees.xlsx]
(ooxml, embedded labels, table is Employees);
5.8) QVD Builders: This tab is what writes the conformed in-memory
tables into QVDs.
// QVDs
// Dimensions
store * from Customer into [lib://Core Data/QVDs/Dimensions/Customer.qvd];
store * from Company into [lib://Core Data/QVDs/Dimensions/Company.qvd];
store * from OrderMethod into [lib://Core
Data/QVDs/Dimensions/OrderMethod.qvd];
store * from Employees into [lib://Core
Data/QVDs/Dimensions/Employees.qvd];
store * from Product into [lib://Core Data/QVDs/Dimensions/Product.qvd];
store * from FinancialPlanners into [lib://Core
Data/QVDs/Dimensions/FinancialPlanners.qvd];
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store * from Competitors into [lib://Core

Data/QVDs/Dimensions/Competitors.qvd];
store * from MarketingCampaigns into [lib://Core
Data/QVDs/Dimensions/MarketingCampaigns.qvd];
store * from MarketingChannels into [lib://Core
Data/QVDs/Dimensions/MarketingChannels.qvd];
store * from MarketingReferralSources into [lib://Core
Data/QVDs/Dimensions/MarketingReferralSources.qvd];
store * from CallCenterCallType into [lib://Core
Data/QVDs/Dimensions/CallCenterCallType.qvd];
store * from CallCenterAgents into [lib://Core
Data/QVDs/Dimensions/CallCenterAgents.qvd];
store * from CallCenterGroup into [lib://Core
Data/QVDs/Dimensions/CallCenterGroup.qvd];
store * from CallCenterSeverity into [lib://Core
Data/QVDs/Dimensions/CallCenterSeverity.qvd];
// Calendars
store * from SalesCalendar into [lib://Core
Data/QVDs/Calendar/SalesCalendar.qvd];
store * from MarketingCalendar into [lib://Core
Data/QVDs/Calendar/MarketingCalendar.qvd];
// Fact Tables
store * from SalesFinanceFact into [lib://Core
Data/QVDs/Facts/SalesFinanceFact.qvd];
store * from FinanceTEFact into [lib://Core
Data/QVDs/Facts/FinanceTEFact.qvd];
store * from MarketingFact into [lib://Core
Data/QVDs/Facts/MarketingFact.qvd];
store * from PipelineFact into [lib://Core Data/QVDs/Facts/PipelineFact.qvd];
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store * from QuotasFacts into [lib://Core Data/QVDs/Facts/QuotasFact.qvd];

store * from CallCenterFact into [lib://Core
Data/QVDs/Facts/CallCenterFact.qvd];
5. Final QVD List
Below his is the list of QVDs used by the CDP applications. They are
segmented into three categories: Calendar QVDs, Dimensional QVDs, and
Fact QVDs
Dimensional QVDs
CallCenterAgents.qvd
CallCenterCallType.qvd
CallCenterGroup.qvd
CallCenterSeverity.qvd
Company.qvd
Competitors.qvd
Customer.qvd
Employees.qvd
FinancialPlanners.qvd
MarketingCampaigns.qvd
MarketingChannels.qvd
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MarketingReferralSources.qvd
OrderMethod.qvd
Product.qvd
Calendars
MarketingCalendar.qvd
SalesCalendar.qvd
SalesPipelineCalendar.qvd
Fact Tables
CallCenterFact.qvd
FinanceTEFact.qvd
MarketingFact.qvd
PipelineFact.qvd
QuotasFact.qvd
SalesFinanceFact.qvd
61 | P a g e

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Qlik2Go - Core Demo Project

Data Model Technical Reference

Published: January, 2015

3.2.3 Call Center

3.2.4 Call Center

3.2.5 Call Center Handle

5 QVD Processing &

5.8 Customer Service

2. Basic Data Model Design Concepts

3. Basic Data Model Design

Call Ctr Agent

Call Ctr County

Call Ctr Location

Agent City Location

3.2.2) Call Center Service Call Type, [Dimension] - (CallCenterCallType)

Call Center Service

Description of the Call Center Service Type

Connects to Company and SalesFinanceFact

Call Ctr Call Date

Date call was logged into the Call Center

Call Ctr Call Month

Month call was logged into the Call Center

Call Ctr Call Week

Week call was logged into the Call Center

Call Ctr Call Weekday

Weekday call was logged into the Call Center

Call Ctr Closed Tickets

0/1 Flag if ticket is closed (1) or open (0)

Call Ctr Open Tickets

0/1 Flag if ticket is open (1) or closed (0)

Call Ctr Days to

Number of days per call it took to resolve (for closed

Call Ctr Days Aging

Age of non-resolved calls (only valid for open tickets)

Call Ctr Call Time

Timestamp call received by the call center

Call Ctr Call Hour

Hour the call was received by the call center

Call Ctr Ticket #

Ticket number generated when call center called

Call Ctr Call #

Flag representing a call was made (1 only)

Call Ctr Completed #

Flag 1/0 if call was completed successfully

Call Ctr Terminated #

Flag 1/0 if call was terminated during call

Call Ctr Active Agent #

Count of how many Agents needed for a call

Call Ctr Call Duration

How long the call lasted (minutes)

Call Ctr Avg Hold Time

Average hold time before agent response (minutes)

Call Ctr Call Costs

Estimated personnel cost to answer support call

Call Ctr Hold Time w/

Length of hold time for SLA customers (minutes)

Call Ctr Hold Time w/o

Length of hold time for non SLA customers (mins)

Call Ctr Call Duration

How long the call lasted (minutes) for customers with

Call Ctr Call Duration

How long the call lasted (minutes) for customers

Call Center Satisfaction

Customers rating of their satisfaction level with the