Create a Account Monthly View
In the Account report, the focus is on multiple KPIs for a single time range. To view data in months or weeks to compare the data for planned volume for the current and previous years, create a report to show time as columns.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To create an account monthly view: | CGCloud Real-Time Reporting Admin |
- Create a report metadata with Monthly Volume Comparison Report as the internal name.
- Create a reporting Lightning App page with header, filter, and flatlist.
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Modify the list of KPI definitions in the flatlist.
The account report shows only a few KPIs that appear as rows. The list is confined to planned volume to compare between the current and prior year values. To add KPIs to the KPI definition list, change the KPI dimensions.
"measures": [ {" name": "PYShipment", "label": "PY Volume" }, {" name": "PlanTotalVolumeResult", "label": "Plan Volume" }, {" name": "PlanvsLYVolumeResult", "label":These KPIs can be shown as columns in a flatlist.
"coldims": [ "timedimension" ], "rowdims": [ "productdimension", "kpidimension" ]"timedimension": [ {" name": "Total" }, {" name": "Year" }, { "name": "HalfYear" }, {" name": "Quarter" }, {" name": "Month" } ],"grouping": { "cols": [ [ "Total" ], [ "Year" ], [ "HalfYear" ], [ "Quarter" ], [ "Month" ] ],{" label": [ "Measure" ], "values": [ "kpidimension" ], "format": [ "string" ], "style": { "width": "200px" }, "mode": "value", "fixed": true, "coltype": "attribute" },"rows": [ [ "category", "brand" ], [] ]"kpidimension": [ {" measures": [ {" name": "PYShipment", "label": "PY Volume" }, {" name": "PlanTotalVolumeResult", "label": "Plan Volume" }, { "name": "PlanvsLYVolumeResult", "label": "Plan Vs PY" } ], "type": "filter", "name": "Plan" }, {" name": "Target", "type": "filter", "measures": [ {" name": "PlanNetRevenueResult", "label": "Revenue" }, {" name": "PlanManuProfitResult", "label": "Profit" }] } To switch between the measures displayed, a measure group is added to the filter section. {" type": "singleselect", "name": "kpigroup", "label": "Measure group", "source": "KPIGroup", "defaultValue": "<<FIRST_VALUE>>" } -
Show months as columns and KPIs as rows.
Time dimension or KPI dimension can be shown as columns. Therefore, in this report, configure the report to show the time frame (months) as columns and the KPI values as rows by using the rowdims and coldims properties of UIMapping.
"measures": [ {" name": "PYShipment", "label": "PY Volume" }, {" name": "PlanTotalVolumeResult", "label": "Plan Volume" }, {" name": "PlanvsLYVolumeResult", "label":As a result, the total values for the corresponding period, weeks or months, is shown as columns. You can group data to change the grouping of columns to months. To add more levels, change the time dimension in the attributes section.
Here’s a snippet to add values to the time dimension.
"timedimension": [ {" name": "Total" }, {" name": "Year" }, { "name": "HalfYear" }, {" name": "Quarter" }, {" name": "Month" } ],After adding these values, you can change the grouping. Here’s a snippet to change the grouping.
"grouping": { "cols": [ [ "Total" ], [ "Year" ], [ "HalfYear" ], [ "Quarter" ], [ "Month" ] ],As a result, columns show the data aggregated per month, quarter, half year, year, and total levels.
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Add columns with KPI names.
With the product level and measure values added, the measure names are also shown in a report.
Snippet to add measure names:
{" label": [ "Measure" ], "values": [ "kpidimension" ], "format": [ "string" ], "style": { "width": "200px" }, "mode": "value", "fixed": true, "coltype": "attribute" }, -
Add a grouping.
You can group the data category in addition to the brand. With more grouping rows, highlight the various levels of aggregation to make a report more comprehensive.
To add category as a grouping level, add category in the product dimension. Snippet to change grouping:
"rows": [ [ "category", "brand" ], [] ] -
Add a measure group filter.
You can group the measures of a filter and switch between those groups.
To compare the current planning status against the targets, you can add multiple rows to a report, but multiple rows make a report difficult to read. For these reports, it’s easy to switch between volume planning measures and target measures by grouping the measures of a filter. List a second group of measures in the KPI dimension.
Snippet to add a measure group filter.
"kpidimension": [ {" measures": [ {" name": "PYShipment", "label": "PY Volume" }, {" name": "PlanTotalVolumeResult", "label": "Plan Volume" }, {" name": "PlanvsLYVolumeResult", "label": "Plan Vs PY" } ], "type": "filter", "name": "Plan" }, {" name": "Target", "type": "filter", "measures": [ {" name": "PlanNetRevenueResult", "label": "Revenue" }, {" name": "PlanManuProfitResult", "label": "Profit" }] } To switch between the measures displayed, a measure group is added to the filter section. {" type": "singleselect", "name": "kpigroup", "label": "Measure group", "source": "KPIGroup", "defaultValue": "<<FIRST_VALUE>>" }
