Period Over Period Dashboard - Configuration Details

Fields Definition

Ration Types

Ratio Types and formulas used (by default) to calculate the output measure.

Field	Formula
Gross Margin %	Gross Margin / Invoice Price
Price Leakage %	(Local List Price – Net Price) / Local List Price
Price Realization %	Invoice Price / Global List Price
Incentive %	Net Sales Column / Local List Price Column
Average Price Per Unit	Invoice Price / Quantity
Average Profit Per Unit	Gross Margin / Quantity
Custom	Input values are provided manually as numerator and denominator in the formula.

Actual Period

Field	Formula
Start	(Final Interval) – ((Number Of Intervals) * Interval Size)
End	Calendar unit defined by Final Interval.

Comparison Period

Field	Formula
Start	(Final Interval – Offset of Comparison Period) – ((Number Of Intervals) * Interval Size)
End	Calendar unit defined by (Final Interval – Offset of Comparison Period).

Used Advanced Configuration Fields

Path

Administration > Configuration > System Configuration > Advanced Configuration Options

List of Advanced Configuration Fields

datamartName
pricingDate
productId
customerId
grossMargin
quantity
invoicePrice
firstDayOfWeek – Defines the day which is considered a starting day of a week (typically Sunday or Monday).
localListPrice
globalListPrice
netPrice
pricingDateDay (optional)
pricingDateWeek (optional)
pricingDateMonth (optional)
pricingDateQuadWeek (optional)
pricingDateQuarter (optional)
pricingDateYear (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"
}

Increase Query Performance

Increase query performance by using configurable fields. When the query data Interval Size must be recalculated (CONCAT) for each result row (e.g. With Interval Size = Day, extracted the date 13/11/2023 into 2023-D312), there can be performance issues due to large data.

To avoid this issue, there are new fields that can be configured optionally during deployment via PlatformManager, such as:

pricingDateDay
pricingDateWeek
pricingDateMonth
pricingDateQuadWeek
pricingDateQuarter
pricingDateYear

These fields can be optionally mapped to the Datamart fields of the same names through the configuration SIP_AdvancedConfiguration.

As this configuration step is optional, it may happen that the fields do not exist in the Datamart or have not been mapped in SIP_AdvancedConfiguration. In such case, the old way (extracting pricingDate into the corresponding Interval Size for each result row) will be used.