2 Administration Workbook

The Administration workbook is used to set parameter values, define alert thresholds, define the escalation path, and manage the Generation ID.

Administration Workbook Wizard

To open the Administration Workbook:

1. From the File menu, select New or click the New button.

2. On the SizeOpt tab, select 1. Administration and click OK.

   Figure 2-1 Creating a New Administration Workbook

   
   

3. The Size Range to be Selected screen appears. Select the desired size range and click Finish.

   Figure 2-2 Administration Workbook Wizard - Size Range to be Selected Screen

   
   
   
   

   Note: The size range selections apply only to the specification of kink exception thresholds in the Alert Thresholds tab.

   
   

   The Administration Workbook is built.

   The Administration workbook contains the following tabs:

   • Setup Tab

   • Escalation Path Management Tab

   • Alert Thresholds Tab

   • Advanced Tab

Setup Tab

The following sections describe the worksheets available in the Setup tab:

• Manage Batch Run Worksheet

• Basic Setup Worksheet

• Set Default Season Start/End Date Worksheet

Manage Batch Run Worksheet

This worksheet is used to trigger the generation (or re-generation) of size profiles associated with each generation ID.

Figure 2-3 Manage Batch Run Worksheet

The following table describes the measures available on this worksheet:

Table 2-1 Manage Batch Run Worksheet Measures

Measure	Description
Empty Generation ID	This indicates to the SPO batch that it is empty, and the SPO batch can reuse the generation ID.
Generation ID Label	A user-specified descriptive label for the profile generation ID.
Generation ID Timestamp	This is updated upon successful completion of the SPO batch. It indicates the timestamp of the previous SPO run associated with the generation ID.

Basic Setup Worksheet

The Basic Setup worksheet is used to specify the basic parameters for this size profile run.

Figure 2-4 Basic Setup Worksheet

The following table describes the measures available on this worksheet.

Table 2-2 Basic Setup Worksheet Measures

Measure	Description
Default History Start Date	Indicates the first date in history that is used for computing this size profile run.
Default History End Date	Indicates the last date in history that is used for computing this size profile run.
Profile Gen Method	Specifies the profile generation method to use for computing size profiles. Options are: Optimized Size Profiles and Normalized Size Profiles. Normalized generation method considers the values within the valid threshold (treat the others as invalid) and create a profile based on these values. Normalized size profiles are basically the normalized ratio of preprocesses historic sales. Optimized generation method tries to insert estimated values for the invalid values and uses that for generating the profile. Optimized size profile is the MLE approach in the SPO insight.
Batch Execution Flag	This indicates that the SPO batch needs to be executed. The SPO batch, when invoked, checks if this flag is true and only then continues processing.
Skip Post Processing Flag	If this flag is checked, the post-processing step in SPO batch is skipped.
Archive Previous Run	When this is selected, it would archive the results from the previous size profile run.

Set Default Season Start/End Date Worksheet

The set default season start/end date worksheet is used to set different start, and end dates for the season for each of the size ranges that are being optimized.

Figure 2-5 Set Default Season Start/End Date Worksheet

The following table describes the measures available on this worksheet:

Table 2-3 Season Start/End Date Worksheet Measures

Measures	Description
Default Season Start Date	Used for fashion items, this indicates the season start date. It is used for preprocessing.
Default Season End Date	Used for fashion items, this date indicates the season end date. It is used for preprocessing.

Escalation Path Management Tab

The following section describes the worksheet available in the Escalation Path Management tab:

• Escalation Path Management Worksheet

• Escalation Path Order Override Worksheet

Escalation Path Management Worksheet

The step displays the escalation level order, and allows you to enable/disable escalation levels for this run of the SPO batch.

Note: For more information on administering the plug-in, refer to the Oracle Retail Size Profile Optimization Implementation Guide.

Figure 2-6 Escalation Path Management Worksheet

The following table describes the measures available on this worksheet:

Table 2-4 Escalation Path Management Worksheet Measures

Measure	Description
Escalation Level Intersection Label	The label associated with each escalation level. Note that this measure is also an attribute measure, which can be used throughout the SPO solution as a display attribute.
Escalation Level Order	Indicates the order of escalation path traversal. See the "Size Profile Optimization Concepts" section for more details on escalation paths.
Enable/Disable Escalation Levels	To enable the escalation levels, select the check box.

Note: As per standard configuration, there are ten levels. Use the plug-in to increase the number of escalation levels. For more information on the plug-in, refer to the SPO Implementation Guide.

Escalation Path Order Override Worksheet

Use this step to override the default escalation path that was displayed in the Escalation Path Management worksheet. In this worksheet specify the escalation path overrides at the escalation path override level.

Figure 2-7 Escalation Path Order Override Worksheet

Table 2-5 Escalation Path Order Override Worksheet Measures

Measure	Description
Escalation Level Order Override	The escalation level orders that override the default orders.

Alert Thresholds Tab

The Alert Thresholds tab allows users to review and modify any thresholds for alerts configured in the system.

The following section describes the worksheet available in the Alert Thresholds tab:

• Preprocessing Alert Threshold Worksheet

• Kink Exception Ratio Worksheet

Preprocessing Alert Threshold Worksheet

This worksheet allows users to review and modify alert thresholds for preprocessing alerts.

Figure 2-8 Preprocessing Alert Threshold Worksheet

The following table describes the measures available on this worksheet.

Table 2-6 Preprocessing Alert Threshold Worksheet Measures

Measure	Description
Preprocessing Alert Eligible Sales Units vs Original Sales Units Threshold	The threshold used by the Preprocessing Alert. This alert compares the original unfiltered sales to the filtered sales. If the ratio of the total filtered sales for the SKU/store to the total original unfiltered sales exceeds this threshold, then this implies the system has preprocessed too many sales and the alert parameter is set to true.

Kink Exception Ratio Worksheet

This step allows the user to override the thresholds for the inner and outer ratios for Kink. This may be defined separately for each of the size ranges in the step.

Figure 2-9 Kink Exception Ratio Worksheet

The following table describes the measures available on this worksheet.

Table 2-7 Preprocessing Alert Threshold Worksheet Measures

Measure	Description
Kink Inner Ratio	The threshold for the inner ratio. If the inner and outer ratios of a size exceed the kink inner and kink outer ratios specified, the system will consider the size a kink. See the Kink Ratio worksheet section for a definition of the inner ratio and other information.
Kink Outer Ratio	The threshold for the outer ratio. If the inner and outer ratios of a size exceed the kink inner and kink outer ratios specified, the system will consider the size a kink. See the Kink Ratio worksheet section for a definition of the outer ratio and other information.

Advanced Tab

The following section describes the worksheet available in the Advanced tab:

• Preprocessing Parameters Default Worksheet

• Profile Generation Parameters Worksheet

• Postprocessing Parameters Worksheet

Preprocessing Parameters Default Worksheet

This step displays the default parameters defined for preprocessing. This applies across all items and may be edited here. Editing these parameters impacts the size profile runs requested in this step.

Figure 2-10 Preprocessing Parameters Default Worksheet

The following table describes the measures available on this worksheet.

Table 2-8 Preprocessing Parameters Default Worksheet Measures

Measure	Description
Sales Plus Inventory Unit Threshold (Start/End Date)	The first and last date of history where sales plus inventory units exceed this threshold. This measure is used in the season length calculation.
Maximum Inventory Percentage Threshold (Start/End Date)	The first and last date of history where ratio of sales plus inventory to maximum inventory for the SKU/Store exceed this threshold are used in the Season length calculation.
Sales Unit Threshold (Start/End Date)	The first and last date of history where sales units exceed this threshold. This measure is used in the season length calculation.
Max Inventory Percentage Threshold (SKU/Store/Week Eligibility)	The SKU/store/week is considered eligible only if its inventory expressed as a percentage of the maximum inventory for the SKU/store is greater than the max inventory percentage threshold specified.
Sales Plus Inventory Unit Threshold (Sku/Store/Week Eligibility)	The SKU/store/week is considered eligible for size profile generation only if, the value of the sum of sales and inventory of a given week, for that SKU/store need to exceed this Sales plus Inventory Unit Threshold value.
Sales Unit Threshold (Sku/Store/Week Eligibility)	The SKU/store/week is considered eligible for size profile generation only if, the sales units for a given week, for that SKU/store need to exceed this sales unit threshold value.
Eligible Weeks Percentage Threshold (SKU/Store Eligibility)	The minimum ratio of eligible weeks to season length needed for the SKU/Store to be considered eligible.
Season Length Threshold (SKU/Store Eligibility)	A SKU/store is considered eligible if its season length calculated is above this threshold.
Total Sales Threshold (SKU/Store Eligibility)	If the total sales for a SKU/store exceed this threshold, then it is considered eligible.
Eligible SKU Percentage Threshold Optimized (SKU Parent/Store/Week Eligibility)	If the total number of eligible SKUs for a given SKU parent/store/week expressed as a percentage of total SKUs exceeds the threshold, then the SKU parent/store/week is considered eligible. This is for the optimized generation method.
Eligible SKU Percentage Threshold - Normalized (SKU Parent/Store/Week Eligibility)	If the total number of eligible SKUs for a given SKU parent/store/week expressed as a percentage of total SKUs exceeds the threshold, then the SKU parent/store/week is considered eligible. This is for the normalized generation method.
Eligible SKUs Threshold - Optimized (SKU Parent/Store Eligibility)	If the number of eligible SKUs for a given SKU parent/store exceeds this threshold, the SKU parent/store is considered eligible. This is for the optimized generation method.
Eligible SKUs Threshold - Normalized (SKU Parent/Store Eligibility)	If the number of eligible SKUs for a given SKU parent/store exceeds this threshold, the SKU parent/store is considered eligible. This is for the normalized generation method.
SKU Parent/Store Eligible Week Threshold (SKU Parent/Store Eligibility)	SKU parent/store eligible weeks threshold, used in SKU parent/store eligible calculation. Minimum number of weeks required for the SKU Parent / Store to be considered eligible.
Total Sales Threshold (SKU Parent/Store Eligibility)	Used in the SKU parent/store eligibility check. If the total sales for a SKU parent/store exceed this threshold, then it is considered eligible.
Eligible SKUs Threshold (SKU Parent/Store Eligibility)	If the number of eligible SKUs for a given SKU parent/store is above this threshold, it is considered eligible.

Profile Generation Parameters Worksheet

The Profile Generation Parameters worksheet allows users to review and modify parameters used to calculate profiles at various escalation levels based on the escalation level's intersection.

Figure 2-11 Profile Generation Parameters Worksheet

The following table describes the measures available on this worksheet.

Table 2-9 Profile Generation Parameters Worksheet Measures

Measure	Description
Angle Threshold	This is used by the Optimized Size Profile method. The method calculates size profiles iteratively, and calculates the angle between the size profile from a given iteration to the size profile from the previous iteration. If the angle falls within the specified threshold, the system will stop iterating.
Max Iteration Profile Optimization	This is used by the Optimized Size Profile method. This indicates the maximum number of iterations after which the algorithm will stop and return size profile from the last iteration.

Postprocessing Parameters Worksheet

Post processing is performed to check size profiles for accuracy and reject or prune size profiles if they do not meet accuracy criteria. The Postprocessing Parameters worksheet allows users to review and modify post processing parameters that drive the criteria for size profile accuracy.

SPO primarily performs the following types of postprocessing:

• Blending or comparison to sales size profiles

• Comparison to chain size profiles

• Significant sizes check

• Total sales check

• Contributing number of SKU parent/store/weeks check

In addition, the system also looks for kinks in size profiles. This functionality is described in the "Kinks and Kink Exceptions" and in the "Size Range Management Workbook" chapters.

Figure 2-12 Postprocessing Parameters Worksheet

The following table describes the measures available on this worksheet:

Table 2-10 Postprocessing Parameters Worksheet Measures

Measure	Description
Total Sales Unit/Size Threshold	Total sales units per size for the size to be considered significant. Significant sizes are used to determine if a size profile is reliable; for example, if a size profile does not have sufficiently significant sizes, it is rejected by the system.
Significant Sales per Size Threshold	If the percentage of significant sales per size for a given size profile falls below the threshold defined by this measure, the size profile is rejected. The size is considered significant if the total sales units value for the size exceeds the value in the Total Sales Unit/Size Threshold.
Eligible SKU-Parent/Store/Week Threshold	If the number of contributing SKU parent/store/week combinations used for calculating a size profile is below this threshold, the size profile is pruned or rejected.
Disable Sales Blending	When sales blending is turned off and system compares calculated size profiles against normalized actual unfiltered historic sales and rejects size profiles if significantly different.
Actual Sales Profile Correlation Comparison Threshold	If correlation of calculated size profile to normalized unfiltered sales is less than this threshold, system will automatically prune the size profile.
Filtered Sales Profile Correlation Comparison Threshold	If correlation of calculated size profile to normalized filtered sales is less than this threshold, system will automatically prune the size profile.
Sales Blend Ratio	Used only when Enable Normalized multiple is False, this indicates the ratio of unfiltered sales profile (based on actual unfiltered history) to use in the blending process to generate final size profiles.
Correlation Coefficient Threshold	Indicates the minimum correlation coefficient between raw profile and chain level profile. This is used in postprocessing to identify situations where the size profiles do not look in any way similar to the corresponding chain level aggregate size profiles. This check can effectively be disabled by specifying a very low threshold. Correlation coefficient is an indication of the degree to which two variables (in this case a calculated size profile for a given level and its corresponding chain level size profile) are linearly related. A correlation coefficient of 1 indicates there is a perfect relationship between the two variables, meaning that whenever one variable has a high (low) value, so does the other. A correlation coefficient of -1 indicates there is a negative relationship, meaning that whenever one variable has a high (low) value, the other has a low (high) value. A correlation coefficient of 0 means that there is no linear relationship between the variables. Correlation coefficient is calculated as: Where: n = the size length x = the size profile for a given level y = the chain level size profile i = ranges from 1 to n, for each size in the size range
Post processing Correlation Threshold	Indicates the minimum correlation coefficient between a raw profile and a reference profile. The reference profile can be specified during the implementation phase. For instance, the user could specify last year's sales profile or a previously approved size profile. This is used in postprocessing to identify situations where a computed size profile is highly correlated to the reference profile. If the computed size profile does not meet the minimum correlation, it is not filtered out, irrespective of its postprocessing.
Enable Total Sales Check	Enable this check to see if the total eligible sales that were used for calculating the size profile are below a certain threshold. If the total contributing sales is below this threshold, the size profile is pruned or rejected. The threshold is specified in the Total Sales Check Threshold measure.
Total Sales Threshold	This is used when the Enable Total Sales check flag is set to True. If the total contributing sales is below this threshold, the size profile is pruned or rejected.