Causality Dashboard - Configuration Details

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

datamartName
pricingDate
productId
customerId (optional)
invoicePrice
grossMargin
productDimensions
customerDimensions (optional)

Example

Name	Value
`SIP_AdvancedConfiguration`	JSON { "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" }

Name

Value

SIP_AdvancedConfiguration

JSON

{
   "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"
}