This dashboard contains charts useful for Pricing Scientists and is usually used when setting up a PO Model. At the moment it consists of the charts listed below.

TODO:

Extract screenshot example from demofx-dev

Extract chart builder code from demofx-dev

Compare if something is already in SIP

Define what has to be mapped to DM

Define Input / Filter fields

1 Charts (Portlets)

Charts (Portlets)

1. Heatmap: Discount per Product Group and Customer

def chart = api.newChartBuilder()
	.newHeatmap()
		.getOptions()
			.setTitle('Discount per Product Group and Customer')
			.setHideLegend(false)
			.setHideTooltips(false)
			.setSubtitle('Heatmap')
			.setColorAxisType(ColorAxisType.RANGED)
			.withInterpolatedColorAxis()
				.addStop('#EFEFFF', 0)
				.addStop('#003875', 100)
				.back()
			.withRangedColorAxis()
				.addRange('#7ed321', -999, 0.25)
				.addRange('#f8e71c', 0.25, 0.4)
				.addRange('#f5a623', 0.4, 1)
				.back()
			.back()
		.getSeries()
			.setLabel('Heatmap Data')
			.setHideDataLabels(true)
			.setDatamart('DM.Standard_Sales_Data')
			.setCurrency('USD')
			.addFilters(FilterOperator.AND)
				.addFilter('Classification', null, 'A')
				.back()
			.setAxisX('CustomerName')
			.setAxisY('ProductGroup')
			.setColorAxis('[Total Customer Discount Percentage]')
				.withExpression()
					.setExpression('((sum(VolumeDiscounts)+sum(SalesChannelDiscount)+sum(PromotionDiscount)+sum(CompetitorDiscount)+sum(CustomerNegotiatedDiscount))/sum(InvoicePrice))')
					.setDescription('[Total Customer Discount Percentage]')
					.back()
				.back()
			.withSortByAxisX(SortType.ASCENDING)
			.withSortByAxisY(SortType.ASCENDING)
			.setGeneratedQueryDto('{"datamart":"DM.Standard_Sales_Data","source":"DM.Standard_Sales_Data","name":null,"label":"Heatmap Data","rollup":true,"projections":{"x":{"alias":"x","label":"Customer Name","expression":"CustomerName","format":null},"y":{"alias":"y","label":"Product Group","expression":"ProductGroup","format":null},"z":{"alias":"z","label":"Gross Margin %","expression":"((sum(VolumeDiscounts)+sum(SalesChannelDiscount)+sum(PromotionDiscount)+sum(CompetitorDiscount)+sum(CustomerNegotiatedDiscount))/sum(InvoicePrice))","format":null,"name":"[Total Customer Discount Percentage]","advancedProjection":true,"function":null,"default":null,"formatString":"Total Customer Discount Percentage","parameters":{"field":"[Total Customer Discount Percentage]","quantity":"Quantity","base":"InvoicePrice"}}},"filter":{"_constructor":"AdvancedCriteria","operator":"and","criteria":[{"fieldName":"Classification","operator":"iEquals","value":"A"}]},"aggregateFilter":null,"sortBy":[],"options":{"currency":"USD","distinctValues":["x","y"]}}')
			.back()
		.getDictionary()
			.buildFromOpaqueString('[{"sectionIdx":1,"category":"PROJECTION","categoryLabel":"Projection","defaultValue":"Total Customer Discount Percentage","key":"z","keyLabel":"Color Axis","sectionLabel":"Heatmap Data","format":" % ","value":"Gross Margin %"},{"sectionIdx":1,"category":"PROJECTION","categoryLabel":"Projection","defaultValue":"Customer Name","field":{"name":"CustomerName","label":"Customer Name","rank":59,"sourceField":"CustomerName","expression":"CustomerName","numeric":false,"key":false,"time":false,"persisted":true,"auxiliary":false,"deployed":true,"dimension":true,"calculated":false,"queryable":true,"aggregation":false,"deleted":false,"system":false,"type":"TEXT","source":"DMDS.Customer","owningFC":"Customer"},"key":"x","keyLabel":"X Axis","sectionLabel":"Heatmap Data"},{"sectionIdx":1,"category":"PROJECTION","categoryLabel":"Projection","defaultValue":"Product Group","field":{"name":"ProductGroup","label":"Product Group","rank":44,"sourceField":"ProductGroup","expression":"ProductGroup","numeric":false,"key":false,"time":false,"persisted":true,"auxiliary":false,"deployed":true,"dimension":true,"calculated":false,"queryable":true,"aggregation":false,"deleted":false,"system":false,"type":"TEXT","source":"DMDS.Product","owningFC":"Product"},"key":"y","keyLabel":"Y Axis","sectionLabel":"Heatmap Data"}]')
			.back()
		.build()

It is configured like this:

To be configured:

Field for customer name → mapping
Field for product group → Filter field
Default filters

2. Trend Revenue and Margin

def chart = api.newChartBuilder()
	.newTimeSeries()
		.getOptions()
			.setTitle('Trend revenue, margin')
			.setSubtitle('')
			.setHideLegend(false)
			.setHideTooltips(false)
			.setXLabel('Invoice Month')
			.setYLabel('Currency Total')
			.setLegacyComparisonMode(true)
			.setShowZAxis(true)
			.setZLabel('Percentage')
			.setZMin(0)
			.setZMax(1)
			.setBoxplotAxisLabel('Box Plot')
			.back()
		.addSeries()
			.setHideDataLabels(true)
			.setDatamart('DM.Standard_Sales_Data')
			.setCurrency('EUR')
			.addFilters(FilterOperator.AND)
				.addFilter('Quantity', FilterOperator.GREATER_THAN, 0.01)
				.addFilter('InvoicePrice', FilterOperator.GREATER_THAN, 0.01)
				.addFilter('GrossMarginPct', FilterOperator.GREATER_THAN_OR_EQUAL_TO, -0.1)
				.addFilter('GrossMarginPct', FilterOperator.LESS_THAN_OR_EQUAL_TO, 1)
				.back()
			.setAxisX('PricingDateMonth')
			.setAxisY('InvoicePrice')
				.withTotal()
				.back()
			.setType(SeriesType.BAR)
			.setShowBoxplot(false)
			.setBoxplotAxis()
				.withField()
				.back()
			.setWhisker(WhiskerType.MIN_MAX)
			.addAdditionalMeasure()
				.setMeasure('GrossMargin')
				.setId(1)
				.setType(SeriesType.BAR)
				.setOnZAxis(false)
				.withTotal()
				.withBoxplotField()
				.back()
			.addAdditionalMeasure()
				.setMeasure('GrossMargin')
				.setId(2)
				.setType(SeriesType.LINE)
				.setOnZAxis(true)
				.withExpression()
					.setExpression('SUM(GrossMargin)/SUM(InvoicePrice)')
					.setDescription('AvgGrossMargin')
					.back()
				.withBoxplotField()
				.back()
			.setGeneratedQueryDto('{"datamart":"DM.Standard_Sales_Data","source":"DM.Standard_Sales_Data","name":null,"label":null,"rollup":true,"projections":{"x":{"alias":"x","label":"Pricing Date Month","expression":"PricingDateMonth","format":null},"y":{"alias":"y","label":"∑Invoice Price","expression":"SUM({field})","format":null,"name":"InvoicePrice","advancedProjection":true,"function":null,"default":null,"formatString":"∑{field}","parameters":{"field":"InvoicePrice","quantity":"Quantity","base":"InvoicePrice"}},"m1":{"alias":"m1","label":"∑Gross Margin","expression":"SUM({field})","format":null,"name":"GrossMargin","advancedProjection":true,"function":null,"default":null,"formatString":"∑{field}","parameters":{"field":"GrossMargin","quantity":"Quantity","base":"InvoicePrice"}},"m2":{"alias":"m2","label":"AvgGrossMargin","expression":"SUM(GrossMargin)/SUM(InvoicePrice)","format":null,"name":"GrossMargin","advancedProjection":true,"function":null,"default":null,"formatString":"AvgGrossMargin","parameters":{"field":"GrossMargin","quantity":"Quantity","base":"InvoicePrice"}}},"filter":{"_constructor":"AdvancedCriteria","operator":"and","criteria":[{"fieldName":"Quantity","operator":"greaterThan","value":0.01},{"fieldName":"InvoicePrice","operator":"greaterThan","value":0.01},{"operator":"betweenInclusive","fieldName":"GrossMarginPct","start":-0.1,"end":1}]},"aggregateFilter":null,"sortBy":["x"],"options":{"currency":"EUR","regression":["y","x"]}}')
			.back()
		.getDictionary()
			.buildFromOpaqueString('[{"sectionIdx":1,"category":"PROJECTION","key":"m1","sectionLabel":null,"categoryLabel":"Projection","keyLabel":"Measure 1","defaultValue":"∑Gross Margin"},{"sectionIdx":1,"category":"PROJECTION","key":"m2","sectionLabel":null,"categoryLabel":"Projection","keyLabel":"Measure 2","defaultValue":"AvgGrossMargin"},{"sectionIdx":1,"category":"PROJECTION","key":"x","sectionLabel":null,"categoryLabel":"Projection","keyLabel":"X Axis","defaultValue":"Pricing Date Month"},{"sectionIdx":1,"category":"PROJECTION","key":"y","sectionLabel":null,"categoryLabel":"Projection","keyLabel":"Y Axis","defaultValue":"∑Invoice Price"},{"sectionIdx":1,"category":"PROJECTION","key":"bplot_y","sectionLabel":null,"categoryLabel":"Projection","keyLabel":"Y Axis (Box Plot Chart)","defaultValue":"Invoice Price"}]')
			.back()
		.build()

3. Contribution

def chart = api.newChartBuilder()
	.newPie()
		.getOptions()
			.setTitle('Contribution')
			.setHideLegend(false)
			.setHideTooltips(false)
			.setSubtitle('')
			.setVerticalLayout(false)
			.back()
		.addSeries()
			.setHideDataLabels(false)
			.setDatamart('DM.Standard_Sales_Data')
			.setCurrency('EUR')
			.addFilters(FilterOperator.AND)
				.addFilter('Quantity', FilterOperator.GREATER_THAN, 0.01)
				.addFilter('InvoicePrice', FilterOperator.GREATER_THAN, 0.01)
				.addFilter('GrossMarginPct', FilterOperator.GREATER_THAN_OR_EQUAL_TO, -0.1)
				.addFilter('GrossMarginPct', FilterOperator.LESS_THAN_OR_EQUAL_TO, 1)
				.back()
			.setHideOther(false)
			.setCategories('Customertype')
			.setSize('InvoicePrice')
				.withTotal()
				.back()
			.withSortBySize(SortType.ASCENDING)
			.setGeneratedQueryDto('{"datamart":"DM.Standard_Sales_Data","source":"DM.Standard_Sales_Data","name":null,"label":null,"rollup":true,"projections":{"x":{"alias":"x","label":"Customer type","expression":"Customertype","format":null},"y":{"alias":"y","label":"∑Invoice Price","expression":"SUM({field})","format":null,"name":"InvoicePrice","advancedProjection":true,"function":null,"default":null,"formatString":"∑{field}","parameters":{"field":"InvoicePrice","quantity":"Quantity","base":"InvoicePrice"}}},"filter":{"_constructor":"AdvancedCriteria","operator":"and","criteria":[{"fieldName":"Quantity","operator":"greaterThan","value":0.01},{"fieldName":"InvoicePrice","operator":"greaterThan","value":0.01},{"operator":"betweenInclusive","fieldName":"GrossMarginPct","start":-0.1,"end":1}]},"aggregateFilter":null,"sortBy":["y"],"options":{"currency":"EUR","distribution":["y"]}}')
			.back()
		.getDictionary()
			.buildFromOpaqueString('[{"sectionIdx":1,"category":"PROJECTION","key":"x","sectionLabel":null,"categoryLabel":"Projection","keyLabel":"Categories","defaultValue":"Customer type"},{"sectionIdx":1,"category":"PROJECTION","key":"y","sectionLabel":null,"categoryLabel":"Projection","keyLabel":"Size","defaultValue":"∑Invoice Price"}]')
			.back()
		.build()

Accelerators Documentation

Basic Analysis Dashboard for PO

Analytics

Charts (Portlets)

1. Heatmap: Discount per Product Group and Customer

2. Trend Revenue and Margin

3. Contribution

4. Margin vs. Revenue (By Customer)

5. Margin vs. Revenue (By Product)

6. Margin Variation

7. Margin Distribution

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