Planning an Advanced Analytics report

This document can be used as a template to design your Advanced Analytics report before actually starting the creation of the report in the beqom TCM application. beqom recommends that you refer to this document every time a new Advanced Analytics report is required.

Step 1 - Why, Who, What, When

The first step in designing your report consists not in actually building it, but in identifying the key aspects that relate to the report, mainly:

• Why: identify the purpose and the objective of the report

• Who: identify the target audience of the report

• What: identify the call to action that the report should trigger

• When: identify the update frequency of the report

Step 2 - Build a Mockup of the Report

The second step in design an Advanced Analytics report consists in creating a mockup of the report. The objective of this step is to plan the layout of the report, without fumbling with widget size and placement once you are in the interface. This will also give you a rough idea of the final appearance of the report and let you know what works and what doesn't work.

In the mockup, you need to:

• Select which widgets you want to use

• Define calls to action

• Define report-level filters and widget-level filters

Step 3 - Identify the Key Indicators for the Report

Next, you need to identify the data (indicators) that you want to represent in the report and map those indicators to the criteria available in your data source. These indicators need to be relevant data that will support and trigger decision-making.

Step 4 - Identify the Data Used to Support You Analysis

You now need to identify the additional data that will be used to articulate the analysis of the key parameters of the report. This is usually data that relate to the key information that will be displayed in the report. For instance, if one of the key parameters of the report is "Revenue", you might want to add metrics such as time periods, territory information or employee information.

You also need to map these indicators to the criteria in your data source.

Step 5 - Start Building the Report in the Interface

Provided that you have been granted the "Designer" role in the beqom TCM application, you can now start building your report in the application interface.

Case Study

For the purpose of this document, we will be studying the example of a Sales Manager report.

Step 1 - Why, Who, What, When

Report objective (Why):

• Checking quarterly sales target achievement rates.

• Taking action on low achievement rates.

• Comparing the growth in revenue, margin and volume against the previous year.

• Estimating the targets for the following year based on the achievement rates for the current year and the previous year

Report target audience (Who):

• Power users such as Sales Managers and Heads of Sales.

• End users (group or individual), such as Team Managers or Sales Managers.

Call to action (What):

• Monitor the quarterly performance to detect overall sales target achievement rates and to notify sales managers in case of missing targets or low achievement rates compared to the previous year or the previous quarter.

Data update frequency (When):

• Daily

Step 2 - Build a Mockup of the Report

The following figures illustrate an example of mockup for the Sales Manager report:

Step 3 - Identify the Key Indicators for the Report

The following table lists the key indicators for the Sales Manager report, the formulas to measure them and their mapping to the data source:

Indicator	Measure		Dimension
	Formula	Source Table/View	Content	Source Table/View
Revenue	sw_daily_transactional_data QuarterlySum(sales_amount) for daily actuals (indicator_id = 2 ) for quarterly targets	sw_daily_transactional_data sw_indicator_target	Plan Indicator Payee Territory	sw_plan _sw_plan_indicator sw_plan_population sw_indicator sw_territory sw_payee sw_dim_date
Margin	sw_daily_transactional_data QuarterlySum( (sales_margin) for daily actuals sw_indicator_target (indicator_id = 6 ) for quarterly targets	sw_daily_transactional_data sw_indicator_target	Plan Indicator Payee Territory	sw_plan sw_plan_indicator sw_plan_population sw_indicator sw_territory sw_payee sw_dim_date
Volume	sw_daily_transactional_data QuarterlySum( (sales_unit) for daily actuals sw_indicator_target (indicator_id = 3 ) for quarterly targets	sw_daily_transactional_dat sw_indicator_target	Plan Indicator Payee Territory	sw_plan sw_plan_indicator sw_plan_population sw_indicator sw_territor sw_payee sw_dim_date

Step 4 - Identify the Data Used to Support You Analysis

For this report example, we will applying a history depth of two years.

The following table details the additional data used to support the analysis of the key indicators of the report.

Data Source Type	Table Name	Description	Max # of Records
Daily sales transaction	sw_daily_transactional_data	Main Transaction table idPayee idTerritory sales_date for dimensions SKIP product_id	10M
Quarterly KPI Target	sw_indicator_target	Shows the quarterly targets of each KPI. So use indicator 2,3 and 6 (the KPIs that we use for this reprot). Each KPI will focus on sales amount-unit or margin columns in transaction table/	20M
Plan Name	sw_plan	Shows plan names
KPIs of the Plans	sw_plan_indicator	Indicates which indicator relates to which plan
Employees assigned to plans	sw_plan_population	Indicates the employees assigned to each plan
KPI Name	sw_indicator	Indicator name
Territory Name	sw_territory	Name of the relevant territories
Employee name	sw_payee	Name of the relevant employees
Date	sw_dim_data	All date dimensions (day, month, quarter, year etc.)

Step 5 - Start Building the Report in the Interface

Provided that you have been granted the "Designer" role in the beqom TCM application, you can now start building your report in the application interface.

Going Further

For more information about Advanced Analytics user roles, refer to Advanced Analytics security roles & role assignment.

For more information about the creation of Advanced Analytics reports in the beqom TCM interface, refer to Configuring Advanced Analytics reports as a report designer.