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Salesforce Order Management
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          Create Calculated Insights

          Create Calculated Insights

          To create your return insights, go to the Calculated Insights tab in Data 360.

          Required Editions

          1. Click New.
          2. Select a data space.
          3. Click Create with SQL, and then click Next.
          4. For Calculated Insight Name, enter Om Return Rate By Product.
          5. To use the default data space, use the API name Om_Return_Rate_By_Product__cio. API names are case sensitive. To use a different data space, prefix the API name with the data space’s three character prefix.
          6. Enter the SQL Query.
            1. To use the default data space, enter SELECT ssot__SalesOrderProduct__dlm.ssot__ProductId__c as product__c, SUM(ssot__SalesOrderProduct__dlm.ssot__ProductReturnQuantity__c)/SUM(ssot__SalesOrderProduct__dlm.ssot__AvailableQuantity__c) as return_rate__c FROM ssot__SalesOrderProduct__dlm WHERE ssot__SalesOrderProduct__dlm.ssot__SalesOrderProductSubType__c = 'Product' GROUP BY ssot__SalesOrderProduct__dlm.ssot__ProductId__c
            2. To use a different data space, build the query according to your data space
          7. Click Check Syntax. Confirm that it shows Valid Syntax.
          8. Click Activate. Set a schedule, and then click Enable.
          9. Click Publish Now. If this option doesn’t show, open the action menu.
           
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          Salesforce Help | Article