The Causality Dashboard allows you to identify the change in contribution of Product/Customer groups to Total Revenue or Margin between two periods, so you can easily identify problematic parts of the business.

Margin Causality Chart

Revenue Causality Chart

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 `Pricing Date` in Transaction Datamart to allow for the system year field generation. Default Value: `MAX(pricingDate)` and if not found, fallbacks to the current year.
<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. Default Value: `MIN(pricingDate)` and if not found, fallbacks to the previous year.
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`). Keep in mind that only columns present in the Transaction Datamart can be used for filtering.
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`).
Top Product(s)/Customer(s)	Allows you to choose from a predefined list of values how many product/customer groups should be displayed in between the periods.
Show Percentage (%)	Allows you to select whether the values should be displayed as percentage. Default Value: false
Currency	Allows you to choose the currency used in the dashboard. The exchange rate for the selected currency is fetched from the system `ccy` Data Source, the currency symbol is fetched from the `CurrencySymbols` Company Parameter.
Generic Filter	Allows you to set up a generic transaction data filter. For example: display only data from Europe, or Asia.

Analyze Results

The Margin/Revenue Causality chart displays top X product/customer groups contribution to the total margin when comparing two periods. When both Product and Customer aggregations are set, the dashboard displays the aggregated entries in the form: {Product Aggregation} | {Customer Aggregation}

If any aggregation dimension (in this case Customer) is set to None, the aggregation is skipped.

The entries displayed are taken from common business, so the product/customer groups are present in both periods. Any product/customer groups that are not in the common business are grouped up in the New/Lost Business column. Any product/customer groups that are not in top X are displayed as the Other effects column with the number of entries in that group in brackets.

Field Definitions and Calculations

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