POWER BI INTEGRATION

Monitor your most critical reporting data in Web or Mobile app.

SALES CUBE DATA DICTIONARY

November 2018

Version 2.1.3

Kyrylo Kostiukov

[email protected]
 C O P Y R I G H T N O TI C E

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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 CONTENT

PREFACE
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

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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 Average Price across all placed orders associated with Parent
Incl Tax Product with Tax Included

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

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 Default Region Name as it is defined in Magento Geo-Dictionary.
Name
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 Default Region Name as it is defined in Magento Geo-Dictionary.
Name
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 Magento Category Name. The column hols all available categories.
Name
Root Category Contains the Root Category Names.
Sub Category First Level Sub Category. The Category Name of the category which is direct child

© 2018 Kyrylo Kostiukov. All Rights Reserved.

1 of its Root Category.
Sub Category Second Level Sub Category. The Category Name of the category which is direct
2 child of its First Level Sub Category.
Sub Category Third Level Sub Category. The Category Name of the category which is direct
3 child of its Second Level Sub Category.
Sub Category 4-th Level Sub Category. The Category Name of the category which is direct child
4 of its Third Level Sub Category.
Root Category Category ID of the Root Category.
Id
Sub Category Category ID of the First Level Sub Category.
1 Id
Sub Category Category ID of the Second Level Sub Category.
2 Id
Sub Category Category ID of the Third Level Sub Category.
3 Id
Sub Category Category ID of the 4-th Level Sub Category.
4 Id
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

© 2018 Kyrylo Kostiukov. All Rights Reserved.

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 of promotion.
Type
Action Describes the action that will be performed over the price amount if the Sales Rule
is applied.
Free Indicates if this Sales Rule will provide free shipping or not. May also contain
Shipping description of the condition under which the shipping will be applied.
Is Shipping Indicates if this Sales Rule will provide discount to the product price or to the
Discount shipping costs.
Discount Contains the fixed discount amount in the currency of the Website that will be
Fixed applied by this Sales Rule. Only contains non-zero value if the Sales Rule is

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 configured to apply fixed amount.
Discount Contains the fixed discount amount in the currency of the Website that will be
Percent 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 Corresponds to "Discount Qty Step (Buy X)" field in Magento price rules properties
Step 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 Tax Rate Name.
Name
Tax Rate Tax Rate Code.
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 Tax Rate Name.
Name

© 2018 Kyrylo Kostiukov. All Rights Reserved.

Tax Rate Tax Rate Code.
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 Average discount percent if some was applied to the Order Item. The values is
Percent formatted as Percent: multiplied by 100 and % added.
Order Items Quantity of Order Items - sum of all time each product was ordered
Count

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

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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 Order Creation Time
Time
Order Date Order Creation Date
Order Id Magento Order ID
Order Magento Order Number
Number
Customer Magento Customer ID

© 2018 Kyrylo Kostiukov. All Rights Reserved.

Id
Email Hash Encrypted Hash of Customer's email
Email Domain Name part of Customer's email
Domain
Calc State State Name Column. The value is calculated dynamically and cannot be used as
Name 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 Quantity of Orders.
Count

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

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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

© 2018 Kyrylo Kostiukov. All Rights Reserved.

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 Corresponds to "Orders" column in Orders Report in Magento. Excludes
canceled) canceled orders as in some versions of Magento.
Mage Invoiced Orders Corresponds to "Invoiced Orders" column in Orders Report in Magento.
(no canceled) 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 Corresponds to "Invoiced" column in Orders Report in Magento.
canceled) 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 Corresponds to "Paid" column in Orders Report in Magento. Excludes
canceled) canceled orders. Used in some Magento versions.
Mage Not Paid (no Corresponds to "Not Paid" column in Orders Report in Magento.
canceled) 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 Corresponds to "Tax Amount" column in Tax Report in Magento.
canceled)
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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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 applied to order items. Corresponds to Discount Amount values
Discount displayed in Order Items Rows on Order Details in Magento. Defined on the
level of order items.
Total Order Part of the discount amount that applies to complete order only. Is equal to
Discount 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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

Total Discount Tax Part of the tax amount that is hidden from consumers. The value is not
Compensation displayed on Order Details in Magento. Defined on the level of orders.
Total Consumer Total tax amount excluding the tax hidden from consumers. Corresponds to
Tax Tax values displayed on Order Details in Magento. Defined on the level of
orders.
Total Row Part of the tax amount that is hidden from consumers, only includes the part
Discount Tax calculated on order items rows. The value is not displayed on Order Details
Compensation in Magento. Defined on the level of order items.
Total Order Part of the tax amount that is hidden from consumers, only includes the part
Discount Tax calculated on top of the complete order. Is equal to Total Discount Tax
Compensation 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 Tax applied to order items and visible to consumer. Corresponds to Tax
Consumer 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 Sum of all discounts that were ordered but not invoiced. Equals to Total
Discount 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 Sum of all shipping charges that were ordered but not invoiced. Equals to
Shipping 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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

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 Equals to difference between Total Invoiced and sum of values (Discount
Adjustments 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 Equals to difference between Total Adjustments and Invoiced Adjustments.
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 Part of the invoiced tax amount that is hidden from consumers. The value is
Compensation not displayed on Invoice Details in Magento. Defined on the level of orders.
Invoiced
Consumer Tax Tax amount invoiced excluding the tax hidden from consumers.
Invoiced 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 Discount applied to Invoice Rows. Corresponds to Discount Amount values
Invoiced displayed in Invoice Rows on Invoice Details in Magento. Defined on the
level of order items.
Order Discount Part of the discount amount that applies on top of the complete invoice. Is
Invoiced 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 Part of the tax amount that is hidden from Consumers, only includes the
Compensation part calculated on the level of Invoice Rows. The value is not displayed on
Invoiced Invoice Details in Magento. Defined on the level of order items.
Order Discount Tax Part of the tax amount that is hidden from Consumers, only includes the
Compensation part calculated on top of the complete order. Is equal to Discount Tax
Invoiced 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 Tax applied to Invoice Rows and visible to Consumer. Corresponds to Tax
Invoiced Amount values displayed in Invoice Rows on Invoice Details in Magento.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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 Equals to difference between Total Refunded and sum of values (Discount
Adjustments 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 that where applied to refunded amount during Credit Memo
Adjustments 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 Tax amount values, only includes the part calculated on top of the complete
Refunded 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 Discount applied to Invoice Rows. Corresponds to Discount Amount values
Refunded displayed in Invoice Rows on Invoice Details in Magento. Defined on the
level of order items.
Order Discount Part of the discount amount that applies on top of the complete invoice. Is
Refunded equal to Discount Invoiced excluding Row Discount Invoiced. On the Invoice

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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 Part of the invoiced tax amount that is hidden from consumers. The value is
Compensation not displayed on Invoice Details in Magento. Defined on the level of orders.
Refunded
Consumer Tax Tax amount invoiced excluding the tax hidden from consumers.
Refunded Corresponds to Tax values displayed on Order Details in Magento. Defined
on the level of orders.
Row Discount Tax Part of the tax amount that is hidden from Consumers, only includes the
Compensation part calculated on the level of Invoice Rows. The value is not displayed on
Refunded Invoice Details in Magento. Defined on the level of order items.
Order Discount Tax Part of the tax amount that is hidden from Consumers, only includes the
Compensation part calculated on top of the complete order. Is equal to Discount Tax
Refunded 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 Tax applied to Invoice Rows and visible to Consumer. Corresponds to Tax
Refunded 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 Equals to Net Invoiced + Row Tax Invoiced + Row Discount Invoiced.
Refunded 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 Sum of all discounts in the Order. Corresponds to Discount values displayed on
Canceled Order Details in Magento. Defined on the level of orders.
Consumer Tax Total tax amount excluding the tax hidden from consumers. Corresponds to Tax
Canceled values displayed on Order Details in Magento. Defined on the level of orders.
Shipping Sum of all Shipping charges in the Order. Corresponds to Shipping & Handling
Canceled 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

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 displayed on Order Item Rows on Order Details in Magento. Defined on the level
of order items.
Canceled Equals to difference between Grand Total and sum of values (Ordered Row Total
Adjustments + 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 Difference between Discount Tax Compensation Invoiced and
Compensation Discount Tax Compensation Refunded
Sales Row Discount Tax Difference between Row Discount Tax Compensation Invoiced and
Compensation Row Discount Tax Compensation Refunded
Sales Order Discount Tax Difference between Order Discount Tax Compensation Invoiced
Compensation 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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

Column Description
Grand Total Not Equals to Grand Total excluding Total Canceled and Total Invoiced. May
Processed 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 Quantity of Parent Product Items that were ordered but not
Invoiced invoiced

Complex Sales Quantity Quantity of Parent Product Items that were invoiced and not
refunded

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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 Can be used with Measures

defined on the level of defined on the level of Orders
Order Items
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*

© 2018 Kyrylo Kostiukov. All Rights Reserved.

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)

© 2018 Kyrylo Kostiukov. All Rights Reserved.

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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

 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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.

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.

© 2018 Kyrylo Kostiukov. All Rights Reserved.