Causality Dashboard - Configuration Details
- Štěpán Vacek
Fields Definition
The following abbreviations are used for the field definitions (field definitions taken from SIP_AdvancedConfiguration):
Field | Description |
|---|---|
T1 | First period data |
T2 | Second period data |
Column Definition
The following columns are available on the dashboard:
Column | Description |
|---|---|
Revenue/Margin in {T1} | Provides a revenue/margin summary from the first period. |
User selected product aggregation | User selected customer aggregation | Total revenue/margin of a given product/customer group. |
Other effects (number of entries) | Total revenue/margin contribution of all the other groups that are not displayed in the top X groups. |
New/Lost Business | Total contribution of entries that are not in the common business for given periods. |
Revenue/Margin in {T2} | Provides a revenue/margin summary from the second period. |
Field Calculation
Field | Formula |
|---|---|
Revenue/Margin in {T1}/{T2} | SUM(invoicePrice)/SUM(grossMargin) |
Product/Customer group entries | SELECT {productIdField}, {customerIdField}, SUM(T2.{measure} - T1.{measure}) AS 'Delta' FROM T2 INNER JOIN T1 ON {joinFields} {groupBy} ORDER BY SUM(T2.{measure} - T1.{measure}) {orderStyle} |
New/Lost Business | T2 - T1 - {top elements measure summed up} - {common business} |
Common business | All entries - Top entries summed up |
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 SUM(invoicePrice) > 0 are considered.
Only entries with SUM(grossMargin) > 0 are considered.
Used Advanced Configuration Fields
Path
Administration > Configuration > System Configuration > Advanced Configuration Options
List of Advanced Configuration Fields
datamartNamepricingDateproductIdcustomerId(optional)invoicePricegrossMarginproductDimensionscustomerDimensions(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"
} |