Report Walkthrough: Revenue and Cost Comparisons

This topic provides an example walkthrough of how a store manager can design and create an analysis report to address a business need.

Identify the Data Shown by the Report

A store manager wants a visualized comparison of revenue and costs between a single day and a previous day. To determine the data to be shown by the report, the store manager conceptualizes the information needs and decides that the report should include:

  • The total revenue at a location for each business hour.

  • A historical comparison of total revenue for a selected day and a previous day.

  • The percentage of revenue consumed by food costs, and the percentage of revenue consumed by labor costs.

  • A historical comparison of the percent of revenue consumed by the respective costs.

Add Data Columns to the Report

On the Criteria tab, the store manager adds the following basic columns:

  • Business Date/Business Date

  • Fixed Period/Business Hour

  • Operations Measures/Food Cost %

  • Operations Measures/Labor Cost%

  • Operations Measures/Total Revenue

To set specific previous day intervals, the store manager adds and customizes the following columns:

  • Operations Measures/Food Cost % (Last Financial Week): AGO("Operations Measures"."Food Cost %", "Business Date"."Financial Year Hierarchy"."Financial Week",1)

  • Operations Measures/Food Cost % (Last Financial Quarter): AGO("Operations Measures"."Food Cost %", "Business Date"."Financial Year Hierarchy"."Financial Quarter",1)

  • Operations Measures/Labor Cost % (Last Financial Week): AGO("Operations Measures"."Labor Cost %", "Business Date"."Financial Year Hierarchy"."Financial Week",1)

  • Operations Measures/Labor Cost % (Last Financial Quarter): AGO("Operations Measures"."Labor Cost %", "Business Date"."Financial Year Hierarchy"."Financial Quarter",1)

  • Operations Measures/Total Revenue(Last Financial Week): AGO("Operations Measures"."Total Revenue", "Business Date"."Financial Year Hierarchy"."Financial Week",1)

  • Operations Measures/Total Revenue (Last Financial Quarter): AGO("Operations Measures"."Total Revenue", "Business Date"."Financial Year Hierarchy"."Financial Quarter",1)

The following image shows an example of a customized column:

Figure 2-5 Total Revenue (Last Financial Quarter) Column Customization

This screenshot shows the Total Revenue column customized as Total Revenue (Last Fin. Qtr) with the applied custom date calculation.

Add Visualizations to the Report

On the Results tab, the store manager begins adding and configuring the report layout and style. To set up a line-bar graph to show the Total Revenue Comparison by Hour and Food Cost %, the store manager maps the data columns as shown in the following image:

Figure 2-6 Total Revenue Comparison by Hour and Food Cost % Graph Customization

This screenshot shows the mapping of data columns to graph attributes necessary to produce the visualization output in this sample report.
The store manager adds a similar line-bar graph to show Total Revenue Comparison by Hour and Labor Cost %, and then adds a table to the bottom of the report for a simple numeric display of the data.
The following image shows the report after the store manager adds the two visualizations and table:

Figure 2-7 Sales Comparison Report

This screenshot shows the output layout of the sample sales comparison report.

Parent topic: Analysis Reports