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(s)

Allows you to choose one of product attributes to be used for the analysis.

Measure Type

Allows you to define the measure type for further measure selection.

Available values:

• Single Column – Allows you to select a Datamart field containing a metric. If selected, this input becomes available: Measure Column where you select a measure (from the Datamart) which is used for the comparison.

• Ratio – The output measure is calculated by a formula using two input values (measures) defined in further selection. If selected, in the new input Ratio Type you can select from:

  • Gross Margin %

  • List-to-Invoice Realization %

  • Incentive %

  • Price Realization %

  • Price Leakage %

  • Average Price Per Unit

  • Average Profit Per Unit

  • Custom

  • (1st formula input), labeled according to the Ratio Type selection, typically the numerator.

  • (2nd formula input), labeled according to the Ratio Type selection, typically the denominator.

Scale Change Bars as %

Affects whether the Change series in the chart is displayed as an absolute value or as a relative one (Actual Measure Column as % of Comparison Period).

Display Z Axis

Affects whether the Change series in the chart are equipped with a separate Z axis using its own scale or whether it uses a common Y axis shared with the Actual Measure Column and Comparison Period series.

Interval Size

Defines the time granularity of the displayed output.

Available values:

• Day

• Week

• QuadWeek

• Month

• Quarter

• Year

When Interval Size changes, values of Number Of Intervals and Offset of Comparison Period input are automatically converted to respect the scope of the original Interval Size.

Number of Intervals

Allows you to set the length of the period (e.g. 12 months, 4 quarters).

Offset of Comparison Period in [Intervals]

Defines how many intervals (i.e. days, weeks, months, etc.) the Comparison Period should go backwards from the end of the Actual Period (i.e. measured from the Final Interval).

Final Interval

Defines the end of the Actual (most recent) period (e.g. a specific month, quarter or year). Available values are:

• Latest Whole Interval

• X Whole Intervals Ago – If selected, this additional input is displayed: Final Interval: X Whole Intervals Ago where you define before how many whole previous intervals the Actual Period should end (e.g. it should end 3 months ago).

• Manual Entry – If selected, this additional input is displayed: Final Interval: Manual Entry where you set the final interval manually by the exact name of the period relevant to the interval size. E.g. “2022-W10”, ”2021-Q1”, ”2020-QW3”,… The format is:

  • Interval Size = Day → YYYY-DXXX (e.g. 2020-D123)

  • Interval Size = Week → YYYY-WXX (e.g. 2020-W30)

  • Interval Size = QuadWeek → YYYY-QWXX (e.g. 2020-QW3)

  • Interval Size = Month → YYYY-MXX (e.g. 2020-M12)

  • Interval Size = Quarter → YYYY-QX (e.g. 2020-Q3)

  • Interval Size = Year → YXXXX (e.g. Y2020)

Include Impact Period

Allows you to highlight a specific portion of your chart and get detailed information displayed for it under the chart. For details see how to read the results.

• Final Impact [Interval] – Defines the end of the Impact Period.

  • If the Interval Size is Day, the default value is the current day.

  • For all other Interval Sizes (Week, QuadWeek, Month, Quarter, Year), the default value is the end of that period.

• Length of Impact Period – Sets the duration in time units selected in Interval Size.

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.

Actual Period (blue solid line)

Typically the most recent period. Its duration is defined using the inputs Final Interval and Number Of Intervals, as described here.

Comparison Period (orange dashed line)

A period in the past which you want to compare with the Actual Period.

Change bars

Difference between Actual Period and Comparison Period. The bars show the progress of the selected measure:

• Green if the change for the respective period is positive.

• Red if the change is negative.

Impact Period

Represents a portion of the Actual Period for which you get detailed data. Using Impact Period is helpful for further analysis of a specified part of the chart without having to leave this screen. Once the Impact Period is defined, you get:

• Additional chart subtitle with a calculated impact value.

• Summary table with Impact Period data under the chart.

• Different colors of the change bars for the whole Impact Period:

  • Purple if the change for the respective period is positive (instead of green).

  • Black if the change is negative (instead of red).