From version 1.7.0, the calculation formula has been changed to show more clarity and accuracy of measurement for business decision-making. The old formula is referred to as Legacy and the new one is referred to as Standard. Standard is also the default formula when deploying the package since 1.7.0.

The Margin Breakdown dashboard shows you what the difference in margin between two periods can be attributed to. It allows you to compare two years or quarters and optionally filter for only certain products and/or customers. It includes different calculation options ("models").

1 Set Up Data and Filters
2 Analyze Results
3 Field Definitions and Calculations

Set Up Data and Filters

For this dashboard you can set the following inputs:

Input	Description

Input	Description
Period Type	Allows you to select the period type for both comparison periods. Available time units: Week Quarter Month YTD Custom According to the selection, relevant inputs are displayed to allow for the particular time units values definition.
Year	Allows you to select the year for the first comparison period. Data for this input are fetched from the `pricingDate` field from `SIP_AdvancedConfiguration`. The `pricingDate` field must be marked as a `Pricing Date` in Transaction DM to allow for the system year field generation.
<Selected time unit>	Displays a time unit selected in Period Type. It allows you to select a time period for comparison. Default Value: Current (latest available) time unit.
Comparison Year	Allows you to select the year for the second comparison period.
Comparison <selected time unit>	Displays a time unit selected in Period Type. It allows you to select a time period for comparison.
Product(s)	Allows you to choose one of product attributes to be used for the analysis. Keep in mind that only columns present in the Transaction Datamart can be used for filtering.
Customer(s)	Allows you to choose one of customer attributes to be used for the analysis. Displayed only when Customer data is used in the package (`customerId` must be mapped in the `SIP_AdvancedConfiguration`).
Product Aggregation	Allows you to define a custom grouping dimension to reduce the granularity of the product data. The product dimensions available in this input are defined in the Advanced Configuration. Fields must come from the Datamart used for the package.
Customer Aggregation	Allows you to define a custom grouping dimension to reduce the granularity of the customer data. The customer dimensions available in this input are defined in the Advanced Configuration. Fields must come from the Datamart used for the package. Displayed only when Customer data is used in the package (`customerId` must be mapped in the `SIP_AdvancedConfiguration`).
Show Percentage (%)	Allows you to select whether the values should be displayed as percentage.
Currency	Allows you to choose the currency to use in the dashboard. The exchange rate for the selected currency is fetched from system `ccy` DS, the currency symbol is fetched from `CurrencySymbols` Company Parameter.
Generic Filter	Allows you to set up a generic transaction data filter. For example: display only data from Europe, or Asia.

Margin Breakdown Dashboard

Analyze Results

Margin Breakdown Models refer to the way the chart columns are calculated – which driver they emphasize. See the details in Margin Breakdown Dashboard - Fields Definition. For better guidance, loss is shown in red, gain in green.

Field Definitions and Calculations

To learn about field and column definitions, field calculations, and a list of used advanced configuration fields, see Margin Breakdown Dashboard (Technical User Reference).