About the Historical Data File

The Historical Data file is typically a transactional/vertical-style file with a row for each historical data point. You can also include Revenue and COGS for each data point for use in historical reporting. Save the Historical Data file as a .csv file.

Historical Data File

The information on the REI Sales Data tab is the information that belongs in the Historical Data file:

Historical Data Files Elements

Column Description
Store
Sub Class
DC
SKU The total number of stock-keeping units (SKUs) located in a warehouse at the current time.
Date-Week Start Date
Promotional Revenue Income the company receives through a promotion.
Regular Revenue Income the company receives.
Clearance Revenue Income the company receives through a clearance item or event.
Promotional Units
Regular Units
Clearance Units
Promotional COGS
Regular COGS
Clearance COGS

Historical Data File

Some column names in this file may differ by customer. Common examples are as follows.

Historical Data File Elements

Name Description Data Type
Item Item identifier This property is creates a unique ID for Wolters Kluwer records. Alphanumeric and "_" Less than 63 characters
Customer Customer identifier This property is creates a unique ID for Wolters Kluwer records. Alphanumeric and "_" Less than 63 characters
Warehouse Warehouse identifier This property is creates a unique ID for Wolters Kluwer records. Alphanumeric and "_" Less than 63 characters
Date Date on which the transaction (or aggregated transactions) occurred String Must be in valid date format
Quantity Quantity of transaction (or aggregated transactions), typically in units Number
Revenue Income the company receives Number
COGS Cost conversion (cost of goods sold) Number

You may include as many columns to the right of the existing columns as necessary for additional information.

Note: You must configure CCH Tagetik Supply Chain Planning to allow users to view additional columns beyond COGS.

See Format Data for Import into a CCH Tagetik Supply Chain Planning Instance.