Outliers Dashboard - Configuration Details

Calculation Models

The current implementation provides three calculation models. These models differ in the way how items are distributed to buckets.

Buckets

There are always 4 buckets:

• High

• Medium

• Low

• Negative

The threshold calculations assign each item to a proper bucket based on the selected KPI value. The following rules apply for all models when placing an item into one of these 4 buckets. Each item whose running total KPI value is:

The manipulation happens automatically: the value is calculated, each item is put into a bucket based on the selected calculation model. The only control the user has over the buckets are the Company Parameters thresholds where to put what. The "value of the bucket" (which is hidden from the user, but is used for display purposes) is calculated as "the average number of all items present plus the number of items assigned to a given bucket". This ensures that the biggest slice will always be the one with the highest number of items inside.

Models

(Max - Min) Split Model

Allowed KPI Values

Thresholds Calculation Formulas

Split Equally Model

Allowed KPI Values

This model uses the running total for bucket assignment. All items are sorted descending depending on the selected KPI. A running total is calculated along with each item assignment.

Thresholds Calculation Formulas

Contribution Model

Allowed KPI Values

This model also uses the running total for bucket assignment. Again, all items are sorted descending depending on the selected KPI. A running total is calculated along with each item assignment. Thresholds are fetched from the Company Parameters.

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 not null quantity are considered.

• Only entries with SUM(invoicePrice) > 0 are considered.

• Only entries with SUM(quantity) > 0 are considered.

Used Advanced Configuration Fields

Path

Administration > Configuration > System Configuration > Advanced Configuration Options

List of Advanced Configuration Fields

• datamartName

• pricingDate

• productId

• productName

• customerId (optional)

• customerName (optional)

• grossMargin

• quantity

• invoicePrice

• productDimensions

• customerDimensions (optional)

Example

{
   "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"
}

Used Company Parameters

Determines which threshold for the calculation to define.

Path

Company Parameters > OutliersContributionModelThresholds

See Also

Outliers Dashboard (Business User Reference)