Premier Data Access

Premier Data Access offers data usability. Using your preferred tool or SQL tool with a Snowflake connector, you can query and view large amounts of your GTV core data like product catalog, invoice, and payment data, then download this data. Export of the data is ideal for data-driven businesses that require additional reporting capabilities, data visualization, or merging of data sets for comprehensive data analytics.

Benefits include the ability to:

  • Run queries and view results, for example, if you want to view all billing accounts in Texas or investigate anomalies for auditing purposes.
  • Export GTV data, then combine it with other data, like CRM or ERP, using your preferred tool. For example, you can export the data, then combine Premier Data Access data with Salesforce data for a more holistic data set.
  • Query and export data, then create and run customized reports using your preferred reporting solution like Tableau.
  • Query and export data, then create code for UI data visualization using your preferred data visualization tool like Qlik Sense.

Note: The screenshot below displays a SQL tool with a Snowflake connector UI setup for working with data. This is only one of several tools you can use.

Premier Data Access Workflows

The diagram below outlines the most common workflows you can follow to meet your data-driven business needs.

Gotransverse Core Data Tables

The Gotransverse platform contains multitudes of your stored data like invoice, credit, and billing information. The following data views, or tables (e.g., bill_cycle and bill_cycle_run ), related to this stored data are available using Premier Data Access:

Category Available Tables (Views)
Agreement
  • agreement
  • agreement_service
Audit
  • audit_agreement_event
  • audit_billing_account_event
  • audit_billing_event
  • audit_order_event
  • audit_product_event
  • audit_rate_table_event
  • audit_receivables_event
  • audit_resource_event
  • audit_service_event
  • audit_setup_event
Billing
  • bill_cycle
  • bill_cycle_run
Billing Account
  • billing_account
  • billing_account_category
  • billing_account_contact
  • billing_account_custom_field_value
  • billing_account_detailed
  • billing_account_parent_account
  • billing_account_responsible_account
Configuration
  • charge_category
  • reason
Credit Adjustment
  • account_adjustment
  • adjustment_application
  • adjustment_item
Discount
  • discount
  • discount_with_current_code
  • discount_code
  • discount_code_service
Invoice
  • invoice
  • invoice_item
  • invoice_item_charge
  • invoice_item_charge_detail
Order
  • order_custom_field_value
  • order_header
  • order_item
  • order_item_charge
  • order_item_customer_field_value
  • order_item_price
  • sales_order_custom_field_value
Payment
  • payment
  • payment_application
  • payment_batch
  • payment_change
  • payment_method
  • payment_method_custom_field_value
  • refund
Product Catalog
  • pricelist
  • pricelist_product_price
  • product
  • product_custom_field_value
  • product_price
  • product_price_range
  • product_tag
Service
  • service
  • service_custom_field_value
  • service_period
  • service_period_service_price
  • service_price
  • service_price_range
  • service_resource_identifier
  • service_resource_relation
  • service_with_service_address
Taxes
  • tax_audit_tax_event
  • tax_tax_table
  • tax_tax_table_entry
Tenant
  • tenant
Usage
  • usage_event
  • usage_event_charge
  • usage_invoice_item_charge_usage_sum
  • usage_rule
User
  • system_user

Premier Data Access Setup Overview

Complete the following steps to get up and running with Premier Data Access:

  1. Speak with Gotransverse support. You can work with support to send your data directly to your company-wide data lake or Gotransverse can work with you on a GTV data lake setup that meets your needs.
  2. Set up your preferred tool or a SQL tool with a Snowflake connector for querying, viewing, and exporting data. Alternatively, you can work with GTV support to set up a read-only Gotransverse Snowflake instance.
  3. If you set up using your preferred tool, your tool may include functions like reporting, data visualization, or the ability to combine data sets from more than one source.
  4. Depending on your business objectives and toolset, you’re now ready to do the following: query, view, save, and export your GTV data; combine this data with other data sets, visualize data, or run customized reports.

Use Case Example and Workflow

A typical use case for Premier Data Access would be to make a summary, or aggregate, of bill cycle runs over time so you can see the number of accounts, number of invoices, and amount of each bill cycle run. This helps with insight into changes between time periods and missed charges, comparing bill cycles without the need to delve into general ledger.

You can use queried data downloaded from Premier Data Access to build the aggregate bill cycle runs in your preferred tool. For example, you could plot bill cycle runs over time by calculating it in Tableau. Then, after analysis, you may find anomalies or trends like the total charged rose by 5% or there were 20% less invoices this bill cycle run.

Note: For workflow images below, we use a SQL tool with a Snowflake connector UI setup which is only one of several tools you can use.

The typical workflow for this use case is:

  1. Gain understanding of data views by finding and selecting, for example, the bill_cycle_run table within the interface setup (e.g., Snowflake instance). After you select the table, the Bill Cycle Run pane displays in the bottom left of the screen.
  2. Click Preview Data in the bill_cycle_run pane.
  3. Click the Data Preview tab, then select either Data or SQL view to review table fields.
  4. Next, review schema documentation provided by GTV support to further understand views and relationships.
  5. Identify which data objects are needed and in which views.
  6. Review the relationship diagram provided by GTV support to be able to build joins.
  7. Write your query, which has objects identified from Step 5 above and views joined from Step 6 above.
  8. Enter your SQL query in the Query pane of the interface setup.
  9. Click Run to run the query against the data.
  10. Review the query results in the Results tab to ensure it contains the data you need.
  11. Click the Download icon in the Results tab to export the data.
  12. Use the data to build the aggregate bill cycle runs using your preferred tool.