Transformation Configuration Setup

This page provides instructions on what transform code should be added to a script manifest file to transform H-E-B Circana data into the Unified Retail Market Share Schema (URMS).

Overview

The H-E-B Circana integration provides retailer-specific market data for H-E-B stores, including sales performance, promotional metrics, and distribution data. The Daasity transformation code maps data from the HEB Circana schema into the Unified Retail Market Schema (URMS) for reporting and analysis.

The integration supports two pipeline variants:

• HEB Circana WxW (Week-by-Week): Processes weekly time period data

• HEB Circana LP (Last Period): Processes aggregated time periods (4, 12, 24, 52 weeks)

Feature Dependencies

You must have enabled our Code Repository feature in order to both access the Daasity transformation code as well as modify a Script Manifest File enabling this code to execute.

We recommend you review the Transformation Configuration section of our Help documentation to familiarize yourself with our workflow engine and script manifest files.

Script Manifest File (YML)

Upstream Transformation Dependencies

This code will not complete successfully unless the Initialization Code that creates the URMS and URS tables is executed prior to this HEB Circana URMS code in this workflow. Required initialization scripts include:

• URMS schema tables (0081_OTI_create_urms_tables.sql)

• URS schema tables (0080_OTI_create_urs_tables.sql)

Transformation Code Requirements

To enable the data transformation from the HEB Circana schema into URMS, Daasity recommends the following code be added to any Script Manifest File and Workflow.

HEB Circana LP (Last Period - Aggregated):

urms_heb_circana_lp:
  conditional_integrations: "retail_heb_circana_data AND retail_heb_circana_products"
  scripts:
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/tests/__reset_heb_circana_lp.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/8606_URMS_BAS_heb_circana_lp__base_rows.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/8607_URMS_BAS_heb_circana_lp__ly_fanned.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/8608_URMS_BAS_heb_circana_lp__normalized.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/8611_URMS_BAS_heb_circana_lp__stage_and_load.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/8612_URMS_BAS_heb_circana_lp__load_time_period_mappings.sql"

HEB Circana WxW (Week-by-Week):

urms_heb_circana_wxw:
  conditional_integrations: "retail_heb_circana_data AND retail_heb_circana_products"
  scripts:
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/tests/__reset_heb_circana_wxw.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/8606_URMS_BAS_heb_circana_wxw__base_rows.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/8607_URMS_BAS_heb_circana_wxw__ly_fanned.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/8608_URMS_BAS_heb_circana_wxw__normalized.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/8611_URMS_BAS_heb_circana_wxw__stage_and_load.sql"
    - "github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/8613_URMS_BAS_heb_circana_wxw__load_weekly_time_period_mappings.sql"

Important: Both integrations (retail_heb_circana_data AND retail_heb_circana_products) must be active for these transformations to run.

We recommend this code be added within a URMS block that transforms all your retail market integrations into the appropriate URMS tables.

If you do not add the above code to a Script Manifest File and create a Workflow with the Script Manifest File added to the workflow, the data extracted from HEB Circana will not be transformed into the downstream URMS tables.

URMS Sales Report

The following code will transform HEB Circana sales data into the urms.sales_report table:

LP Variant:

• github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/8611_URMS_BAS_heb_circana_lp__stage_and_load.sql

WxW Variant:

• github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/8611_URMS_BAS_heb_circana_wxw__stage_and_load.sql

URMS Time Periods

The following code will transform HEB Circana time period data into the urms.time_period_mappings table:

LP Variant:

• github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_lp/8612_URMS_BAS_heb_circana_lp__load_time_period_mappings.sql

WxW Variant:

• github://platform-sql-shared/scripts/base/8600_URMS/heb_circana_wxw/8613_URMS_BAS_heb_circana_wxw__load_weekly_time_period_mappings.sql

URS Products and Locations

The transformation scripts also populate the following URS tables:

• urs.products - Product master data (UPC, brand, category, product attributes)

• urs.locations - Market/geography data (market-level locations)

These tables are populated by the stage_and_load scripts listed above.