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Set Up Trade Promotion Management
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            Export KPIs for Third-Party Systems

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            Export KPIs for Third-Party Systems

            To use TPM data in downstream systems, such as Trade Promotion Effectiveness, or to store TPM data as backup in a data lake outside of CG Cloud Processing Service, export KPIs as CSV files.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            Create configuration files (dimensions and metadata) by using the RTR Report Configuration object, and then download the file through the integration API endpoints. Include the KPIs that you want to export in the Reporting KPI set and add the KPIs when you create the relevant metadata file.

            Warning
            Warning The RTR Report Configuration object is used for creating configuration files for both KPI exports and real-time reports (RTR). However, depending on whether the configuration file is created for KPI export or RTR, the usage of the configuration files is different. Make sure that you select the correct usage when you create the configuration files.

            If a week spans across two business years, the promotion period in a promotion P&L shows the standard week labels. Also, because KPIs exports run for an entire business year, when you export the KPIs for a business year, the KPIs for the weekdays that fall on the requested business years are exported as per the standard week configuration.

            For example, your business year starts on Jan 1, 2024, and ends on Dec 31, 2024. Dec 23, 2024 to Dec 29, 2024 is the week 52 of the year. The last two days of 2024 fall on the first standard week of 2025, so the week is labeled as 1/25.

            When you export the KPIs for 2024, the data for the entire 2024 business year is exported, including the last two days that fall in the first week of 2025. So, the last column of the KPI export data is labeled as 1/25.

            The system can compare the current data and a previously committed export. The values in the Modified Column in an exported file indicate whether a record was inserted (i), was updated (u), or existed previously (d).

             
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