Regional Revenue and Margin Dashboard - Configuration Details
- 1 Supported Map Types
- 1.1 World
- 1.2 Continents
- 1.3 Countries
- 2 Fields Definition
- 3 Default Filters
- 4 Used Advanced Configuration Fields
- 4.1 Path
- 4.2 List of Advanced Configuration Fields
- 4.3 Example
- 5 Used Company Parameters
- 5.1 Configuration Company Parameters
- 5.1.1 SIP_MapHierarchyConfig
- 5.1.2 SIP_MapCodeOverrides
- 5.1.3 SIP_GeoOverrides
- 5.1.3.1 Path
- 5.2 Data Company Parameters
- 5.2.1 SIP_Population
- 5.1 Configuration Company Parameters
- 6 Data Requirements and Deployment
- 7 See Also
Supported Map Types
World
World Continents
Continents
Europe
North America
Asia
Oceania
Africa
South America
Countries
All the countries listed under the Countries heading on the Map Collection page are supported with the exception of countries that have more than one map – in this case only the primary map is supported (e.g., 'Burundi' is supported but 'Burundi, admin2' is not).
For more details see How to Add a Map to Dashboard.
Fields Definition
Fields displayed on the dashboard are calculated in the using the Advanced Configuration field notation:
Field | Formula |
---|---|
Revenue | SUM(revenue) |
Margin | SUM(grossMargin) |
Quantity | SUM(quantity) |
Margin % | SUM(grossMargin) / SUM(revenue) * 100 |
Deviation WAP | (item revenue / item quantity) - (total revenue / total quantity) |
Revenue per Customer | (item revenue) / (number of customers in a given area) |
Margin per Customer | (item grossMargin) / (number of customers in a given area) |
Revenue per X People | X * (item revenue) / (population in given area) |
Margin per X People | X * (item grossMargin) / (population in given area) |
By default X is set to 1000.
Default Filters
The following default filters are applied on various fields to ensure proper calculations:
Only entries with not null grossMargin are considered.
Only entries with not null invoicePrice are considered.
Only entries with not null quantity are considered.
Only entries with not null continent are considered (if applicable).
Only entries with not null country are considered (if applicable).
Only entries with not null region are considered (if applicable).
Used Advanced Configuration Fields
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
List of Advanced Configuration Fields
datamartName
pricingDate
productId
customerId
(optional)continent
country
region
grossMargin
quantity
invoicePrice
Example
Name | Value |
---|---|
| {
"datamartName":"Standard_Sales_Data",
"productId":"ProductId",
"productName":"ProductName",
"customerId":"CustomerId",
"customerName":"name",
"invoicePrice":"InvoicePrice",
"quantity":"Quantity",
"grossMargin":"GrossMargin",
"costs":"OtherCOGS",
"pricingDate":"PricingDate",
"pricingDateYear":"PricingDateYear",
"productDimensions":[
],
"customerDimensions":[
],
"continent":"Region",
"country":"Country",
"region":"City",
"localListPrice":"LocalListPrice",
"globalListPrice":"GlobalListPrice",
"netPrice":"NetPrice",
"breakdownMode":"Standard",
"firstDayOfWeek":"Sunday"
} |
Used Company Parameters
Configuration Company Parameters
SIP_MapHierarchyConfig
This CP allows you to define which hierarchy levels are used in the dashboard. This can be useful when users do not have data for the Country level but they do for Continents. This CP table also controls which inputs will be available on the dashboard configurator.
The hierarchy of the configuration needs to be kept: World → Continent → Country → Region
So you cannot use Regions if you do not have data for Continents/Countries. Each lower hierarchy level needs to have all the higher levels enabled. This also means that in order to use the World level, you need to have the Continent data in the DM.
Path
Company Parameters > SIP_MapHierarchyConfig
Column name | Label | Is Used |
---|---|---|
Value |
| Yes/No |
Description | Describes which hierarchy level is being configured. These values should not be edited. | Enables or disables the given configurator entry. |
Example
Hierarchy Level | Label | Is Used |
---|---|---|
World | World | Yes |
Continent | Continent | Yes |
Country | Country | Yes |
Region | Region | No |
SIP_MapCodeOverrides
This CP allows to map Datamart data to ISO codes, if it is not already in that form. This can be useful for users who do not store regional information in the ISO code format. Additionally this CP allows you to set up custom display labels for entries. If the ”User Display Label” is not set, the default label will be used. For example, it is possible to override the default label “United States of America” to “USA”.
Keep in mind that by default the Highmaps defined values of hierarchy level names are used. If any User Display Label is defined, all entries need to have the User Display Label defined.
Path
Company Parameters > SIP_MapCodeOverrides
Column name | Hierarchy Level | ISO Code | User DM Field | User Display Label |
---|---|---|---|---|
Value |
| {ISO code of the entry on the selected hierarchy level} For regions use the ISO 3166-2 codes | {DM field representing the entry marked with ISO Code in user data} | {custom user label for the entry to be displayed on the chart} |
Description | For example: Country | For example: US or US-NY | For example: USA | For example: USA |
Example
Hierarchy Level | ISO Code | User DM Field | User Display Label |
---|---|---|---|
Continent | AS | Asia |
|
Continent | NA | America |
|
Continent | EU | Europe |
|
Country | DE | Germany |
|
Country | US | USA |
|
SIP_GeoOverrides
This CP allows to move country entries between continents. This can be useful if e.g. users have data for a country in different continent data. For example, users use the EMEA business region which leads to Oman being included in the EU data, but since it is not on the map it cannot be displayed. Users can then set the GeoOverride for Oman to be displayed in the Asia data set.
If a country is moved to a continent it does not belong to, its data will be displayed on a the world level but not on the continent level.
Path
Company Parameters > SIP_GeoOverrides
Column name | ISO Code | Parent ISO Code | Override ISO Code |
---|---|---|---|
Value | {ISO code of country to be moved} | {ISO code of the continent entry for the given country} | {ISO code of the continent for the country to be moved to} |
Description | For example: OM | For example: EU For the case described above, there would also need to be EMEA → EU mapping done in | For example: AS |
Data Company Parameters
SIP_Population
Path
Company Parameters > SIP_Population
Column name | Continent | Country | Region | Sector | Population |
---|---|---|---|---|---|
Values | {2 letter ISO code of a continent} | {2 letter ISO code of a country} | {ISO code of a region} | {Code of a sector} | {given entry population} |
Description |
|
| The default value is "*" (= none region specified for a given continent/country combination). Each region needs its own population specified in order to work properly. For regions use the ISO 3166-2 codes. | The default value is “*” (= none sector specified for given continent/country/region combination) Note: Currently no Region maps are supported as stated at the Supported Maps page, the support will be added on demand. This field is prepared for future use. |
|
Example
Continent | Country | Region | Sector | Population |
---|---|---|---|---|
NA | CA | * | * | 37,279,811 |
NA | US | * | * | 329,093,110 |
Data Requirements and Deployment
Before deploying this package, it is possible to modify some parameters of this dashboard to adapt to an existing Datamart. The following fields are used for the setup:
Field Name | Description | Required | Note |
---|---|---|---|
Datamart | Datamart used in the analysis | Yes |
|
Product Id | Product field in the transactional data | Yes |
|
Customer Id | Customer field in the transactional data | No |
|
Invoice Price | Field representing revenue in the transactional data | Yes |
|
Gross Margin | Field representing margin in the transactional data | Yes |
|
Pricing Date | Field representing date of the transaction in the transactional data | Yes |
|
Quantity | Field representing quantity in the transactional data | Yes |
|
Continent | Field representing continent in the transactional data | Yes | Required to display the world map. |
Country | Field representing country in the transactional data | No | Required to display the country map on a given continent. |
Region | Field representing region in the transactional data | No | Required to display the region map on a given country. |
See Also
Regional Revenue and Margin Dashboard (Business User Reference)