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
• 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

• As-Is and As-Was Reporting
• Empowered Commerce Dashboards
  • Dashboard
    • Overview
    • Top 10 Items
    • Failed Items
    • Missed Opportunities
    • Projected OOS
    • High Returns
    • Category Analysis
  • Sales Performance
    • Company Daily Sales
    • Divisions with Exceptions
    • Departments with Exceptions
    • Classes with Exceptions
    • Stock Ledger
  • Pre Season Planning
    • Planned Sales Last Quarter
    • Planned On Hand Last Quarter
    • Planned Margin Last Quarter
    • Store Recap
    • Monthly Returns
  • In Season Planning
    • Selling Styles
    • Projected Sales
    • Brand Recap
    • Inventory Aging
  • Channel Sales
    • Daily Sales
    • Daily Comp Sales
    • Daily Non-Comp Sales
    • Top 10 Stores
    • Regional Exceptions
    • Online Sales
    • Wholesale
  • Inventory Analysis
    • On Hand
    • Unavailable
    • On Order
    • Order Exceptions
  • Promotion and Clearance
    • Active Promotions
    • Active Campaigns
    • Planned Promotions
    • Past Promotions
    • Past Campaigns
    • Promotion Sales
    • Promos with Exceptions
    • Clearance Sales
    • Non-Clearance Sales
  • Customer
    • Active Customers
    • New Customers
    • At-Risk Customers
    • Attribute Analysis
    • Channels Analysis
    • Backorders
    • Coupons
    • Customer Inquiry
  • Customer Segment
    • Customer Spend
    • Top Bottom Styles
    • Returns Analysis
    • Promotion
    • Geographic Analysis
    • Market Analysis
  • Loyalty
    • Loyalty Daily Flash
    • Points Analysis
    • Top Stores
    • Bottom Stores
    • Member Spend
    • Overall Spend
  • Vendor Performance
    • Vendor Summary
    • ASN Compliance
    • Ship Compliance
    • PO Compliance
• Retail Home Templates

4 Creating and Modifying Reports

• Analysis Methods
  • As-Is Reporting
  • As-Was Reporting
• Features of Oracle Retail Insights Reports
  • Interactive Dashboards
    • Charts
    • Conditional Formatting
    • Drilling
  • Guided Navigation
  • Map Viewer
• Support for Multiple Currencies
• Support for Multiple Calendars
• Creating Reports for Sales Transactions
  • Types of Sales Metrics
  • Dimensionality of Sales Metrics
  • Transaction Types
  • Calendar Transformations
  • Non-Merchandise Sales
  • Other Useful Sales Metrics
• Creating Reports for Inventory Positions
  • Types of Inventory Metrics
  • Dimensionality of Inventory Metrics
  • Calendar Transformations
  • Inventory Receipts
  • Unavailable Inventory
  • Returns to Vendor
• 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
  • Price Zones
• 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
• Stock Counts
• Discount Type
• Selling Organization
• Clearances
• Custom Flex Attributes
• 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
• 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
• Stock Counts
• Flexible Facts
• Retail Insights Metric Metadata

A Time Series Conversion Functions

B Reporting on Oracle BI Repository Objects

C Retail Insights Metric Definitions

Glossary