Contents

Title and Copyright Information

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Preface

• Audience
• Documentation Accessibility
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Introduction to Oracle Retail Insights

• Business Intelligence in the Retail Environment
• Data Warehousing and Business Intelligence
• Oracle Retail Insights
  • Merchandise Insights Module
  • Customer Insights Module
  • Characteristics
• Retail Insights Data Sources
• Oracle Retail Insights Architecture
• Oracle Retail Solutions
• Data Granularity
• Metadata Organization
• Oracle BI User Interface
• Supported Languages
• Oracle BI Administration Interface
• User Roles and Responsibilities
• More Information

2 Report Components

• Facts
  • Additive Facts
  • Semi-Additive Facts
  • Positional Facts
• Attributes and Dimensions
• Dimensions and Drilling
• Metrics
  • Formulas
  • Level Metrics
• Time Series Conversion Functions
• Filters
• Prompts

3 Predefined Retail Insights Reports

• Retail Insights Reporting Areas
  • Merchandising and Marketing
  • Corporate Planning and Performance Management
  • Customer Analysis
  • Market Basket Analysis
  • Promotion Effectiveness
• As-Is and As-Was Reporting
• Retail Insights Predefined Reports
  • Report Formats
  • Dashboards and Reports
• Merchandising Scorecard
  • Markdowns
    • Current Markdown Scorecards
  • Merchandise Sales and Profit
    • Current Top 10 Sale Items
    • Current Sales and Profit Contribution
  • Merchandise Performance
    • Season Performance
  • Merchandising Location Analysis
    • Daily Sales and Profit
    • Current Sales Projection
• Customer Analysis
  • Customer Segment Transaction Analysis
• Retail Insights Data Mining
  • Market Basket Analysis
    • Top 10 Product Affinities
    • Current Top 10 Promoted Subclass Affinities
    • Anchor Subclass Top Affinities by Promotions
    • Anchor Customer Segment Promotion Affinities
    • Anchor Subclass Top Affinities
• Promotion Effectiveness
  • Promotion Item Lift
• Cluster
  • Cluster Overview
  • Cluster Group Rank
  • Cluster Group to Cluster Inventory Comparison
  • Cluster Promotion Effectiveness
• Wholesale
  • Wholesale Sales and Inventory
  • Wholesale Sales and Returns
  • Wholesale Sales Trend
  • Wholesale Transaction Analysis
• Consumer
  • Consumer Purchases by Channel
  • Consumer Score
  • Consumer Segment Gross Spend
  • Consumer Spending by Income Range
  • Consumer Item Penetration
  • Consumer Spend by Category
• Customer Order
  • Demand and Fulfillment Comparison
  • Channel Profitability Comparison
  • Top 6 Customer Segment Analyses
  • Channel Cancel and Backorder Correlation
  • Customer Order Brand Performance
  • Customer Order Service Levels
  • Customer Order Status Analysis
• Weekly Business Review
• Chief Marketing Officer Dashboard
  • Customer Segment Pages
  • Similarity Score Page

4 Creating and Modifying Reports

• Analysis Methods
  • As-Is Reporting
  • As-Was Reporting
• Features of Oracle Retail Insights Reports
  • Interactive Dashboards
    • Charts
    • Gauges
    • Conditional Formatting
    • Drilling
  • Guided Navigation
  • Map Viewer
• Support for Multiple Currencies
• Support for Multiple Calendars
• Additional Notes for Creating or Modifying Reports

5 Dimensions and Attributes

• Business Calendar
  • 4-5-4 Calendar
  • 13-Period Calendar
  • Gregorian Calendar
• Time of Day
• Employee
• Cluster
  • Cluster Attributes
• Consumer Attributes
• Organization
  • Sets of Books
  • Wholesale
  • Wholesale Customer Attributes
  • Stockholding Franchise Locations
  • Non-Stockholding Franchise Locations
  • New/Remodelled Stores
  • Organization Attributes
• Comparable Store
• Product
  • Product Differentiators
  • Product Attributes
• Promotion
• Customer
  • Customer Segmentation
    • Customer Segment Allocation
  • RFM Analysis
  • Customer Loyalty Scores
  • Household
• Supplier
• Retail Type
• Product Season
• Trade Area
• Reclassification
  • Major Reclassification and Lower-Level Dimensions
  • Minor Changes and Top-Level Dimensions
• Customer Order
• Reason
• Inventory Transfer
• Transfer from Organization
• Market Item
• Competitor Pricing
• Buyer
• Purchase Order
• Allocation
• Tender Type
• Coupon
• Transaction Code
• Customer Loyalty Program
• Customer Loyalty Account
• Retail Insights Attribute Metadata

6 Metrics

• Comparable Stores Analysis
• Cost and Profit
• Markdowns and Markups
• Sales Forecast
• Inventory Adjustments
• Inventory Transfers
• Inventory Receipts
• Inventory Unavailable
• Return to Vendor
• Sales
• Sales Pack
• Supplier Invoice
• Supplier Performance and Compliance
  • Supplier Performance
    • Primary Supplier
    • Performance Metrics
  • Supplier Compliance
    • Supplier Invoice Cost
    • Receipts by Supplier
    • Timeliness
    • Delivery Accuracy
    • Order Fulfillment
  • Supplier Performance and Compliance Metrics
• Inventory Position Analysis
• Wholesale
• Franchise
• Consumer
• Price
• Planning
• Stock Ledger
• Baseline
• Trial and Repeat
• Market Basket Analysis
• Customer
• Promotion
• Cluster
• Customer Order
• Similarity Score
• Competitor Pricing
• Purchase On Order
• Gift Card Sales
• Transaction Tender
• Sales Discount
• Store Traffic
• Customer Loyalty Activity
• Customer Loyalty Award Activity
• Retail Insights Metric Metadata

7 Retail Home

• Home Dashboard
• Profiles
• Refresh
• UI Features

A Time Series Conversion Functions

B Reporting on Oracle BI Repository Objects

C Retail Insights Metric Definitions

• Cost/Profit
• Markdowns
• Forecast
• Inventory Receipts
• Sales
• Sales Pack
• Supplier Invoice
• Supplier Compliance
• Inventory Position
• Retailer To Franchise
• Price
• Plan
• Stock Ledger
• Dimension
• Affinity
• Customer
• Promotion
• Trial and Repeat
• Offer
• Customer Order
• Consumer
• Cluster
• Wholesale Order
• Inventory Adjustment
• Inventory Transfer
• Return to Vendor
• Similarity Score
• Gift Card Sales
• Transaction Tender
• Competitor Pricing
• Sales Discount
• Store Traffic
• Purchase On Order
• Inventory Unavailable
• Customer Loyalty Activity
• Customer Loyalty Award Activity

Glossary