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Modules:Analytics Reporting

Contents

Analytics Cubes, Reports, Widgets and Views

Openbravo Analytics provides several different instruments to help you with your reporting and analytics requirements.

The Analytics Reports visualize key sales information. Allowing you to look at anything from best sellers, discounts, cashup information, detailed return overviews.

The Analytics Windows provide detailed insight in the sales facts which are used to fill the reports and widgets. You can use the standard Openbravo tooling to filter, sort, re-organize your data before exporting it to excel.

The Analytics Widgets give you direct insight in best performing products (categories) across stores and provides usefull KPI's on sales rep productivity.

These data analysis tools are based on a set of extendable cubes provided out-of-the-box with Openbravo Analytics. Openbravo Cubes will help you in creating reports with information such as:

Sales Terminology - Fields

When using the analytics cubes/reports you will see the same terminology/field names repeatedly being used. This section describes the meaning of those fields, especially sales versus returns and negative versus positive numbers is important to understand:


This same base terminology is also used for other definition, for example Tax: Tax, Returned Tax, Net Tax.

In addition several cubes have these computed measures:


Analytics terminology.png

Understanding Analytics: hiding empty results

Analytics reports are very flexible and will try to only show relevant information to you. As a default the reports will hide empty rows and columns. If your filter parameters result in no results then nothing is shown.

Another reason that your report won't show data is that you have a date filter which is too wide, for example setting a start date to 1 Jan 1970. So the date filtering should use dates which are within a sensible timeframe corresponding to the operational time frame of your business data.

To show also the empty cells/values click this button which is shown in the toolbar above the analytics report:

Analytics emptyreport button.png

Analytics Reports

This section gives an overview of the standard reports delivered as part of the Openbravo (Retail) Analytics modules. The reports are based on the cubes which are described at the end of this wiki page.

Report Sales by Organization - Payment Method

Shows the net sales amount by payment method across different organizations. This report is based on the Sales Details Cube.

You can filter by business partner and business partner category. If you don't filter by business partner or business partner category the report is shown for the all business partner category, in the report you can zoom to the business partner categories by left-clicking on the 'all business partner category' and selecting show children.

Analytics report sales org payment method.png

Report Sales: Best Sellers & Sales by Product Category

This report is based on the Sales Details Cube. It shows two analytics reports:

Both reports are sorted descending by net sales.

Top 10 best selling products:

Analytics report sales best sellers.png

Sales by product category, note you can zoom to product level by left clicking on a product category and select show children:

Analytics report sales product category.png

Report Sales Productivity by Sales Rep

Shows for a selected store the sales productivity KPI's by sales rep. Productivity KPI's are order/ticket count, average quantity/amount etc. This report is based on the Sales Header Cube.

Analytics report sales productivitiy by sales rep.png

Report Sales Productivity by Store

Shows for a selected store the sales productivity KPI's by sales rep. Productivity KPI's are order/ticket count, average quantity/amount etc. This report is based on the Sales Header Cube.

Analytics report sales productivitiy by store.png

Report Sales Returns Overview by Sales Rep

Provides a view on the returns by sales rep showing order count and average return amounts and quantities. This report is based on the Sales Header Cube.


Analytics report sales return by rep.png

Report Cashup Summary

Gives a summary of the cashup information by closing user/sales rep. You can zoom in on the business date by left-clicking the all business date in the column header and select show children. This report is based on the Sales Cashup Cube.

Analytics report sales session cash.png

Report Discounts by Store, Sales Rep and Product dimensions

The report shows the discount amounts by type of discount against several dimensions.

See the screenshot below, you can zoom to the details of each of the dimensions by left-clicking and selecting show children.

Analytics report discounts.png

Analytics Windows

The Analytic Windows offer a great way to download/filter the fact data using standard Openbravo grid tooling. The fact table views support things like:

One of the most important features is that you can easily export the filtered data to excel (through the csv option).

Note:

Analytics Sales Details View

Provides a direct view of the individual records which form the basis of the data in the Sales Details Cube. You can not delete records but edit the measure fields and some of the dimension fields.


Analytics sales details view.png


Analytics Sales Header View

Provides a direct view of the individual records which form the basis of the data in the Sales Header Cube. You can not delete records but edit the measure fields and some of the dimension fields.


Analytics sales headers view.png


Analytics Cashup Details View

Provides a direct view of the individual records which form the basis of the data in the Sales Cashup Cube. You can not delete records but edit the measure fields and some of the dimension fields.


Analytics sales cashup details.png


Analytics Sales Discounts View

Provides a direct view of the individual records which form the basis of the data in the Sales Discounts Cube. You can not delete records but edit the measure fields and some of the dimension fields.


Analytics sales discount details.png

Analytics Widgets

The (Retail) Analytics module provides several widgets which can be added to the OB workspace. Most of the widgets have a date from and to parameter. Other dimensions are pre-set.

Note: The widgets use the currency of the current organization or client, which ever is set.


Analytics widget overall.png


Best Products

Lists all the products in decreasing net sales values, shows an important subset of the sales, returns and cost and margin measures of the Sales Details Cube.


Analytics widget best products.png

Top Products by Store

Lists the top number of products for each store, sorted by decreasing net sales values, including the store dimension, shows an important subset of the sales, returns and cost and margin measures of the Sales Details Cube.

You can set the number of products to show for each store (Top Count).


Analytics widget best products by store.png

Best Product Categories

Lists all the product categoriess in decreasing net sales values, shows an important subset of the sales, returns and cost and margin measures of the Sales Details Cube.


Analytics widget best productcategories.png


Top Product Categories by Store

Lists the top sold (net sales) product categories by store in decreasing net sales values, including the store dimension, shows an important subset of the sales, returns and cost and margin measures of the Sales Details Cube.

You can set the number of categories to show for each store through the topCount parameter.


Analytics widget best productcategories by store.png

Best Sales Rep by Store

Lists all the sales reps in decreasing net sales values, including the store dimension, shows an important subset of the sales, returns and cost and margin measures of the Sales Details Cube.


Analytics widget best salesrep by store.png

Best Store

Lists all the store in decreasing net sales values. Shows an important subset of the sales, returns and cost and margin measures of the Sales Details Cube.


Analytics widget best store.png

Sales Rep Productivity

List the sales productivity KPI's of the sales reps in decreasing order/ticket count. Is based on the Sales Header Cube.


Analytics widget sales rep.png

Store Productivity

List the sales productivity KPI's of the store in decreasing order/ticket count. Is based on the Sales Header Cube.


Analytics widget store productivity rep.png

Openbravo Cubes

Openbravo provides cubes for retail environment as well as non-retail environments.

The analytics cubes are defined in the Application Dictionary using a Cube Definition. You can extend the default Cubes with your own dimensions. If you can make use of existing columns in the fact table then this only requires adding new dimensions to the Cube Definition. If you need more/other columns then you need to do a small custom development activity. See here for more information.

The subsequent sections each describe the standard cubes delivered by Openbravo.

Sales Details Cube

The sales details cube is based on the invoice line table, from this table related information is read from:

The following filter is applied, so only these records are copied to the fact table:


Analytics sales details cube.png


Dimensions

The sales details cube has the following dimensions

Additional dimensions from module version 1.2.200 onwards:

Note for new dimensions to be applied the fact tables need to be cleared and recomputed.

In addition the Retail Analytics module adds the following dimensions

Measures


For each type of amount/quantity the following rule applies:

Sales Header Cube

The sales header cube provides sales information on ticket/order level. This is useful for getting sales productivity information related to number of orders/tickets and average amount by order.

The sales header cube is based on a separate fact table filled from the sales order header table. The following sales orders are used to fill the fact table:

Related information is read from the order lines and discounts.


Analytics sales header cube.png


Dimensions

The main dimensions are all read directly from the sales order header:

Additional dimensions from module version 1.2.200 onwards:

Note for new dimensions to be applied the fact tables need to be cleared and recomputed.

In addition the Retail Analytics module adds the following dimensions

Measures

For each of the above measures also an average measure is made available:

The average is computed using a MDX function by dividing the summed measure by the order count, for example: AGGREGATE([Measures].[Return Tax Amount]) / [Measures].[Order Count]

Sales Cashup Cube

This cube is delivered as part of the retail analytics module.

This cube is based on a combination of cashup details and reconciliation information. It has a separate fact table and uses the OBPOS_App_Cashup as the basis and will create a fact record for each cashup record which is not a reporting cashup record.

The amounts are read from the financial reconcilliation tables.


Analytics sales cashup cube.png

Dimensions

Measures

Sales Discounts Facts Cube

Allows analyzing discounts by different kind of sales dimensions. The cube is based on the c_invoice_line table with the following characeristic:

for each C_InvoiceLine record, the C_InvoiceLine_Offer table is used to create the actual facts.


Analytics sales discounts cube.png

Dimensions

Dimensions of the cube:

In addition the retail analytics module adds these dimensions:

Measures

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