Follow us at

Self-Service Analytics and Drill Down

Disclaimer: Reports shown in this article may look slightly different or may not be available in your application as each client has unique configurations. If you see items that might benefit your organization or you don’t currently have access to these reports, please contact your Customer Success Manager.

Analytic cubes refresh of a set schedule, e.g. at the end of the overnight job and 12-1pm.

 

When building your filter selection, keep in mind the hierarchy when ordering your filters. Example – you wouldn’t put SKU above Brand in the order of row filters, as you are asking the report to go to the lowest level of the hierarchy and then back up, which means it will take longer to process and return the data. Instead, go Brand then SKU.

 

The larger the set of data selected the longer it will take to return the results – keep your filters to the data you want to see.

 

It is good practice to save and enable the reports that are relevant to each user so there is not a long list of reports for the user to navigate through. Its also recommended to delete reports that you are no longer using to avoid confusion or saving the reports that are only relevant to yourself to only have access for yourself.

Type of Cubes

Some of the standard cubes that we provide are the following:

  • Account Plan – view volumes and overall profit loss report for all customers and products in the system
  • Promotion – access to the promotion P&L, volumes and other relevant metrics for each promotion that has been setup in the system

Creating a Report

Report Filtering

Example 1:

Example 2:

Example 3:

View Results:

How to save a new report

All reports must be created off an existing report. Sample reports will have been setup for all users to enable this.

Formatting Report Results

OTHER Hints & Tips

  • Analytic cubes refresh of a set schedule, e.g. at the end of the over night job and 12-1pm
  • When building your filter selection, bear in mind the hierarchy when ordering your filters. Example – you wouldn’t put SKU above Brand in the order of row filters, as you are asking the report to go to the lowest level of the hierarchy and then back up, which means it will take longer to process and return the data. Instead, go Brand then SKU.
  • The larger the set of data selected the longer it will take to return the results – keep your filters to the data you want to see
  • You cannot sum numbers in analytics. You will need to export the data to Excel

For more information or assistance, please contact [email protected].