Outliers Dashboard - Configuration Details
- Štěpán Vacek
- 1 Calculation Models
- 1.1 Buckets
- 1.2 Models
- 1.2.1 (Max - Min) Split Model
- 1.2.1.1 Allowed KPI Values
- 1.2.1.2 Thresholds Calculation Formulas
- 1.2.2 Split Equally Model
- 1.2.2.1 Allowed KPI Values
- 1.2.2.2 Thresholds Calculation Formulas
- 1.2.3 Contribution Model
- 1.2.3.1 Allowed KPI Values
- 1.2.1 (Max - Min) Split Model
- 1.3 Default Filters
- 2 Used Advanced Configuration Fields
- 2.1 Path
- 2.2 List of Advanced Configuration Fields
- 2.3 Example
- 3 Used Company Parameters
- 3.1 Path
- 4 See Also
Calculation Models
The current implementation provides three calculation models. These models differ in the way how items are distributed to buckets.
Buckets
There are always 4 buckets:
High
Medium
Low
Negative
The threshold calculations assign each item to a proper bucket based on the selected KPI value. The following rules apply for all models when placing an item into one of these 4 buckets. Each item whose running total KPI value is:
Value | Bucket |
|---|---|
Negative | Negative bucket |
Below the Low threshold | Low bucket |
Above the High threshold | High bucket |
In neither of previous buckets | Medium bucket |
The manipulation happens automatically: the value is calculated, each item is put into a bucket based on the selected calculation model. The only control the user has over the buckets are the Company Parameters thresholds where to put what. The "value of the bucket" (which is hidden from the user, but is used for display purposes) is calculated as "the average number of all items present plus the number of items assigned to a given bucket". This ensures that the biggest slice will always be the one with the highest number of items inside.
Models
(Max - Min) Split Model
Allowed KPI Values
Value | Description |
|---|---|
Revenue | (selected by default) |
Revenue Contribution % | Â |
Margin | Â |
Margin % | Â |
Margin Contribution % | Â |
Thresholds Calculation Formulas
Threshold | Formula |
|---|---|
High | MAX(KPI) - ((MAX(KPI) - MIN(KPI)) / 3) |
Low | MIN(KPI) + ((MAX(KPI) - MIN(KPI)) / 3) |
Split Equally Model
Allowed KPI Values
Value | Description |
|---|---|
Revenue | (selected by default) |
Margin | Â |
This model uses the running total for bucket assignment. All items are sorted descending depending on the selected KPI. A running total is calculated along with each item assignment.
Thresholds Calculation Formulas
Threshold | Formula |
|---|---|
High | SUM(KPI) / 3 |
Low | SUM(KPI) / 3 * 2 |
Contribution Model
Allowed KPI Values
Value | Description |
|---|---|
Revenue Contribution % | (selected by default) |
Margin Contribution % | Â |
This model also uses the running total for bucket assignment. Again, all items are sorted descending depending on the selected KPI. A running total is calculated along with each item assignment. Thresholds are fetched from the Company Parameters.
Default Filters
There are some default filters applied on various fields to ensure proper calculations. These are:
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 SUM(invoicePrice) > 0 are considered.
Only entries with SUM(quantity) > 0 are considered.
Used Advanced Configuration Fields
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
List of Advanced Configuration Fields
datamartNamepricingDateproductIdproductNamecustomerId(optional)customerName(optional)grossMarginquantityinvoicePriceproductDimensionscustomerDimensions(optional)
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
Determines which threshold for the calculation to define.
Path
Company Parameters > OutliersContributionModelThresholds
Name | Value |
|---|---|
High | {Percentage value} |
Low | {Percentage value} |