Sales Insights Package 1.2.0
Main Features
Performance Enhancements
The Revenue/Margin Breakdown and Outliers dashboards received a significant performance boost thanks to raw SQL queries.
Performance recommendations:
Do not use the normalization mode “High” in the Datamart setup.
Make sure the main fields (Invoice price, margin or quantity) are stored in the Datamart and not calculated in the query time through Datamart expressions.
Generic Filter
All dashboards now contain an additional Generic Filter entry which allows the user to set up additional filtering unavailable through normal means (e.g. filter out all entries without certain data).
Update Procedure
Package updates can be done from Marketplace in PlatformManager. For the updates use the package Sales Insights Dashboards which does not include creation of all data structures like Product/Customer Master, Datamart, etc. Before the update it is necessary to back up all PP tables for Waterfall definitions.
Note (pre-Collins 5.x releases of Pricefx): For every deployment, you should go to Pricefx Classic UI → Administration → Dashboards → choose SIP dashboards settings → refresh the logic and click Save. The Pricefx UI will then be updated with a new deployment.
Bugs
[PFPCS-1728] - Change category to "Sales Insights" for Comparison Waterfall
Update notes: There may be a redundant folder “Sales Insight” left that will need to be deleted manually
[PFPCS-1919] - Revenue and Margin Dashboard - Missing Bars
[PFPCS-1920] - Sales Insights - Revenue and Margin - zooming on the charts
Update notes: This bug was fixed in the library, if the newest ( v1.2, currently in development ) version is not deployed on the partition, the fixed needs to be applied manually, the fix is in the task description
[PFPCS-1921] - Error when clicking Export to Excel for Revenue and Margin Dashboard
[PFPCS-1922] - Outliers dashboard, not applied time filter on summary query
[PFPCS-2031] - Margin Breakdown Averages model does not return any data
[PFPCS-2033] - Outliers is not working when name of DM field and alias match
[PFPCS-2035] - Revenue Breakdown - Change ResultChart to Revenue Breakdown Chart in chart name
[PFPCS-2036] - Revenue Breakdown - Value is not converted based on currency selection
[PFPCS-2037] - Error occurs when deleting existing currency selection
[PFPCS-2038] - Margin Breakdown Averages model - Mix is not calculated correctly
[PFPCS-2039] - Margin Breakdown - Missing the title of the chart
[PFPCS-2040] - Margin Breakdown - Value is not converted correctly based on currency selection
[PFPCS-2059] - Outliers - Wrong proportion of slice in drill down chart
[PFPCS-2060] - Outliers - Both best and worst contain same products
[PFPCS-2062] - Outliers - Should sort the Worst case in the descending order
[PFPCS-2071] - Outliers - Remove redundant "Others" in drill down chart
[PFPCS-2077] - Change the order of Generic Filer in Revenue Breakdown
[PFPCS-2078] - Comparison Waterfall - Date filters are not working
Warning: Currently due to a limitation: https://pricefx.atlassian.net/browse/PM-810 the inline configurator does not return a value on the initial dashboard render.
For now an temporary solution has been applied that returns a default configurator with default date filters in such case. This will be changed once the limitation is resolved.
[PFPCS-2087] - Revenue breakdown - Error thrown when query element time outs
[PFPCS-2088] - Outliers dashboard query is not compatible with Green Plum
[PFPCS-2100] - Outliers - Same data in Best and Worst Products Performance table
[PFPCS-2101] - Outliers - Change customer/product name to customer Id/ product id in tooltip
[PFPCS-2104] - Outliers - Missing data in Best & Worst Customers Performance if selecting KPI is Margin %
Stories
[PFPCS-2052] - Generic Filter for Dashboards
[PFPCS-1400] - Revenue Breakdown performance and support of larger datasets
[PFPCS-1401] - Margin Breakdown performance and support of larger dataset
[PFPCS-1402] - Define waterfall groups for optional fields in deployment script
[PFPCS-1404] - Add screen to allow user to select what dashboards to upload
[PFPCS-1640] - Regional Revenue and Margin - Default time ranges
[PFPCS-1719] - Revenue and Margin & Outliers dashboard- Add default values
[PFPCS-1845] - Review Visibility of elements in dashboards logics
[PFPCS-1884] - Date filter performance improvements for Breakdown charts
[PFPCS-1949] - Add currency symbol in tooltip of Revenue Pareto charts
[PFPCS-1997] - Outliers Dashboard performance improvements
[PFPCS-2072] - Outliers - Missing 2 tables with showing "No data" when we don't have data