| Oracle® Retail Operational Insights User Guide Release 15.0 E65905-01 |
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In addition to the predefined reports, Operational Insights includes a variety of predefined, fundamental metrics that can be used to build custom reports.
New reports must be created or existing ones modified only by Administrators. Adhoc report performance may vary based on the metric and aggregation level used. Additional performance tuning on report by report basis might be needed which is not supported out of the box. See Chapter - ”Metrics” for more information on the metrics that are supported for custom reports.
The Operation Insights presentation model is designed in four different subject areas based on the merchandise application and reporting scenarios that Operational Insights supports:
Operational Insights Foundation
Operational Insights ReSA
Operational Insights Allocation
Operational Insights ReIM
Although some of the facts and dimensions appear similar across the four subject areas, they are modeled differently in the Oracle BI repository. For example, Item or Day might appear similar in the four subject areas, but their sources and join conditions are different to support the appropriate method of reporting.
Operational Insights dimensions and attributes represent the structure and activities of operational reporting and make measurement possible. Below are the Dimensions and the attributes that Operational Insights custom reporting can utilize in each of the subject Area.
Below are the dimensions and attributes of the Operational Insights foundation.
The calendar (fiscal calendar) is a dimension based on a retailer's calendar. The business calendar is sometimes just called the time calendar. The business calendar can be based on a variation of the 4-5-4 calendar or the 13-period calendar. Most facts are qualified by a calendar attribute.
Table 3-1 Calendar
| Attributes | Definition |
|---|---|
|
Date |
Represents the fiscal date. |
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End of Week |
Represents the end date of fiscal week for the company. |
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Period |
Represents the period of time, generally a month, reflected in financial statements. |
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Period Name |
Represents the name associated to the period. |
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Quarter |
Represents the fiscal quarter for the company. |
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Year |
Represents the fiscal year for the company. |
The Item dimension holds the item related attributes for items that the logged in user has access to. This dimension honors data security for a given user - role.
Table 3-2 Item
| Attributes | Definition |
|---|---|
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Item |
Represents the unique item ID. |
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Item Description |
Represents the description of the Item. |
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Department |
Represents the Department ID in the Merchandise Hierarchy. |
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Department Name |
Represents the description of the Department. |
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Class |
Represents the Class ID in the Merchandise Hierarchy. |
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Class Name |
Represents the description of the Class. |
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Subclass |
Represents the Subclass ID in the Merchandise Hierarchy. |
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Subclass Name |
Represents the description of the Subclass. |
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Parent Item |
Represents the parent item ID. |
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Parent Item Description |
Represents the description of the parent item. |
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Otb Calc Type |
Represents how the OTB is calculated in the given department. Valid values are: C = Cost, R = Retail. |
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Markup Calc Type |
Represents how the markup is calculated in the given department. Valid values are: C = Cost, R = Retail. |
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Diff 1 |
Represents the diff_group or diff_id that differentiates the current item from its item_parent. For an item that is a parent, this field may be either a group (i.e. Mens pant sizes) or a value (6 oz). For an item that is not a parent, this field contains a value (34X34, Red, etc.) |
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Diff 1 Desc |
Represents the description of Diff1. |
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Diff 2 |
Represents the diff_group or diff_id that differentiates the current item from its item_parent. For an item that is a parent, this field may be either a group (i.e. Mens pant sizes) or a value (6 oz). For an item that is not a parent, this field contains a value (34X34, Red, etc.) |
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Diff 2 Desc |
Represents the description of Diff2. |
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Diff 3 |
Represents the diff_group or diff_id that differentiates the current item from its item_parent. For an item that is a parent, this field may be either a group (i.e. Mens pant sizes) or a value (6 oz). For an item that is not a parent, this field contains a value (34X34, Red, etc.) |
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Diff 3 Desc |
Represents the description of Diff3. |
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Diff 4 |
Represents the diff_group or diff_id that differentiates the current item from its item_parent. For an item that is a parent, this field may be either a group (i.e. Mens pant sizes) or a value (6 oz). For an item that is not a parent, this field contains a value (34X34, Red, etc.) |
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Diff 4 Desc |
Represents the description of Diff4. |
The Location dimension lists the attributes of the retailer's locations. The locations maybe a store or a warehouse.
Table 3-3 Location
| Attributes | Definition |
|---|---|
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Location |
Represents the store/warehouse ID. |
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Location Name |
Represents the store/warehouse description. |
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Currency Code |
Represents the currency code of the given location. |
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Loc Type |
Represents the type of location. S - Store ; W - Warehouse. |
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Wh Type |
Represents the type of the warehouse. VWH - Virtual Warehouse ; PWH - Physical Warehouse. |
The Purchase Order (PO) dimension lists the attributes of the purchase orders raised by the retailer.
Table 3-4 PO
| Attributes | Definition |
|---|---|
|
Order # |
Represents the unique ID associated to a purchase order. |
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Order Type |
Indicates the type of Order. Valid values: N/B - Non Basic; ARB Automatic Reorder; Basic BRB - Buyer Reorder of Basic. |
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Status |
Represents the status of the purchase order. |
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Not After Date |
Represents the last date that delivery of the order will be accepted. |
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Original Approval Date |
Represents the date when the order was approved. |
The All Items dimension holds the item related attributes for all items irrespective of data security for a given user - role.
Table 3-6 All Items
| Attributes | Definition |
|---|---|
|
Item |
Represents the unique item ID. |
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Item Description |
Represents the description of the Item. |
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Department |
Represents the Department ID in the Merchandise Hierarchy. |
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Department Name |
Represents the description of the Department. |
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Class |
Represents the Class ID in the Merchandise Hierarchy. |
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Class Name |
Represents the description of the Class. |
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Subclass |
Represents the Subclass ID in the Merchandise Hierarchy. |
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Subclass Name |
Represents the description of the Subclass. |
The All Suppliers dimension holds the supplier related attributes for all suppliers irrespective of data security for a given user - role.
Table 3-9 All Suppliers
| Attributes | Definition |
|---|---|
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Supplier |
Represents the Unique identifying number for a supplier |
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Supplier Name |
Represents the suppliers trading name. |
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Supplier Contact Name |
Represents the name of the suppliers representative contact. |
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Supplier Phone |
Represents the telephone number for the suppliers representative contact |
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Supplier Email |
Represents the email address of the suppliers representative contact. |
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Address |
Represents the Address for the given supplier or supplier site |
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Address Type |
This column indicates the type for the address. Valid values are: 01 -Business, 02 - Postal, 03 - Returns, 04 - Order, 05 - Invoice, 06 -Remittance |
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Primary Address Ind |
Indicates whether the address is the primary address for the address type. |
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Supplier Site |
Represents the Unique identifying number for a supplier site. |
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Supplier Site Name |
Represents the supplier sites trading name. |
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Currency Code |
Represents a code identifying the currency the supplier uses for business transactions. |
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Supplier Site Email |
Represents the email address of the supplier sites representative contact. |
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Supplier Site Contact Name |
Represents the name of the supplier sites representative contact. |
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Supplier Site Phone |
Represents the telephone number for the supplier sites representative contact |
Below are the dimensions and attributes of the Operational Insights Allocation.
Below are the dimensions and attributes of the Operational Insights ReIM.
The Invoices dimension holds attributes related to an Invoice.
Table 3-12 Invoices
| Attributes | Definition |
|---|---|
|
Invoice |
Represents the ID for the Invoice that is used in communication with the vendor. This is the document ID that will generally be displayed to the end user. |
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Internal Invoice |
Represents the ReIM internal ID of the document. These IDs are generated by the system when new invoices are uploaded into the system or manually created by a user. |
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Invoice Date |
Denotes the document date the document was created. (the invoice date on a merchandise invoice from a supplier will be the date the supplier generates the invoice). |
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Due Date |
Represents the Due date of the invoice as specified by the vendor. |
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Invoice Type |
Denotes the document type. |
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Match ID |
Represents the ID of the user that matched the invoice. |
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Match Type |
Represents the way in which the invoice was matched. Valid Values: A - Automatch; M - Manual Match; |
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Status |
Represents the status describes the position of the invoice within the matching process and payment processes. |
This section describes some of the reporting features of Oracle BI and Oracle Operational Insights. It also describes a number of considerations for creating Oracle Retail Operational Insights reports. The primary reference for Oracle BI users is the Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition. For more information about creating and formatting analyses, views, and dashboard pages, see Oracle Fusion Middleware User's Guide for Oracle Business Intelligence Enterprise Edition.
In addition to the predefined reports, Operational Insights includes a variety of predefined, fundamental metrics that can be used to build custom reports.
New reports must be created or existing ones modified only by Administrators.See Chapter - ”Metrics” for more information on the metrics that are supported for custom reports.
Metrics (measures) are measurements that allow you to analyze business. They are usually numeric values. A metric can be as simple as the count of rows in a fact column or a highly complex calculation that contains mathematical operators. The values displayed in the reports are calculated by the use of these metrics.
The tables below contain a list of Operational Insights metrics that can be used for creating custom reports. The metrics must be reported against the attributes as per the usage level mentioned.
The following OI facts and metrics developed for Allocation support Adhoc reporting.
The following table lists the Order metrics.
Table 3-14 Order Metrics
| Metric | Definition | Usage Level |
|---|---|---|
|
WH Order Qty |
The ordered qty for an item - purchase order that is expected for delivery in a given week to the given virtual warehouse. |
Usage level is as mentioned below:
|
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Store Order Qty |
The ordered qty for an item expected to be delivered in a given week to stores that source from the given virtual warehouse. |
Usage level is as mentioned below:
|
The following table lists the Sales and Inventory metrics.
Table 3-15 Sales and Inventory Metrics
| Metric | Definition | Usage |
|---|---|---|
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Current WH SOH |
The SOH of the item at the given Virtual Warehouse at the given point in time. |
|
|
Current Store SOH |
The SOH of the item at the given point in time across stores that source from the given virtual warehouse. |
|
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Inbound WH |
The total inbound inventory to the given warehouse in the given week. This includes order quantity that will arrive at the warehouse in the given week and the current in transit quantity to the warehouse. |
|
|
Inbound Store |
The total inbound inventory coming in the given week to stores that source from the given VWH. This includes order quantity that will arrive at the store (direct store delivery) in the given week and the current in transit quantity to the store. |
|
|
Total SOH |
Sum of Current WH SOH, Current Store SOH, Inbound WH and Inbound Store. |
|
|
Stock BOH |
The stock present for the item at the given location (store or warehouse) at the beginning of the given week. |
|
|
Stock BOH VWH |
The stock present for the item across all stores that source from the given virtual warehouse at the beginning of the given week |
|
|
Sales Issues |
The sales units of the item sold or issued at the given location (store or warehouse) during the given week. |
|
|
Sales VWH |
The total sales units of the item sold across the stores that source from the given virtual warehouse during the given week. |
|
|
Stock to Sales |
Ratio of Stock at the beginning of the week to Sales/Issues in that week of an item at a given location (store or warehouse). |
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Stock to Sales VWH |
Ratio of Stock across all stores that source from the given VWH to Sales across all stores that source from the given VWH for the given week. |
|
|
Forecasted Qty Location |
The sales forecast of an item at a location for a given week. |
|
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Forecasted Qty VWH |
The sales forecast of an item across all stores that source from the given VWH. |
|
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Expected Shipment Qty |
The quantity of an item that is expected for delivery in the given week against an ASN to the physical warehouse that has the given Virtual warehouse as its primary VWH. |
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The following table lists the tran data metrics.
Table 3-16 Tran Data metrics
| Metric | Definition | Usage |
|---|---|---|
|
Units |
The sales units of the item across locations on the given business date. |
|
|
Sales |
The total retail value of the sales for the given item across locations in RMS Primary Currency. |
|
|
Margin% |
The profit margin in percentage for the given item based on the sales on the given day |
|
The following table lists the OTB metrics.
Table 3-17 OTB
| Metric | Definition | Usage |
|---|---|---|
|
OTB Budget |
The total Open-to-Buy budget amount for non-basic and buyer replenished basic orders for a subclass for a given week. |
Subclass - Week |
|
OTB Receipts PO |
The total receipt amount for non-basic and buyer replenished basic orders for a sub-class for a given week. |
Subclass - Week |
|
OTB Approved PO |
The total approved amount for non-basic, and buyer replenished basic orders for a subclass and week. |
Subclass - Week |
|
OTB Available Amt |
The available amount for purchase for a given week that has not yet been ordered or received. |
Subclass - Week |
The following table lists the allocation metrics.
Table 3-18 Allocation Inventory
| Metric | Definition | Usage |
|---|---|---|
|
Allocated Qty |
No of units of the item allocated to the given location per week via allocations having the release date in the given week. |
|
|
% Unallocated PO |
The percentage of ordered quantity (not yet received) on a PO that has not yet been allocated. |
|
|
% Unallocated ASN |
The percentage of expected shipment quantity against an ASN that has not yet been allocated. |
|
|
Planned Qty Location |
The sales plan of an item at a location for a given week. |
|
|
Planned Qty VWH |
The sales plan of an item across all stores that source from the given VWH. |
|
The following table lists the Promo metrics.
Table 3-19 Promo
| Metric | Definition | Usage |
|---|---|---|
|
All Promo |
Count of all promotions both simple and complex that the given item is on in stores that source from the given virtual warehouse in the given week. |
|
|
Simple Promo |
Count of all simple promotions that the given item is on in stores that source from the given virtual warehouse in the given week. |
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The following table lists the ReIM facts and metrics.
The following table lists the invoices metrics used by ReIM.
Table 3-20 Invoices metrics
| Metric | Definition | Usage |
|---|---|---|
|
Invoices Remaining |
Number of Invoices that are in not matched status |
|
|
Total Matched Invoices |
The total number of Invoices that are in matched status. |
|
|
Manual Matched |
The total number of Invoices that are in matched status which were matched manually |
|
|
AutoMatch Rate |
The percentage of invoices out of the total matched invoices that were auto matched. |
|
|
#Automatch |
The total number of Invoices in the given period of time that were matched successfully by the auto match process for the given supplier. |
|
|
AutoMatch within Tolerance |
The number of invoices by the given supplier in a given period of time that were matched within tolerance but not perfectly matched during the matching process. |
|
|
#w/cost Disc |
The number of invoices by the given supplier in a given period of time that have/had cost discrepancies. |
|
|
# w/Qty Disc |
The number of invoices by the given supplier in a given time period that have/had quantity discrepancies. |
|
|
# Early Ship Invoices |
The number of invoices that are tied to orders that have been shipped earlier than the not before date. |
|
|
# Late Ship Invoices |
The number of invoices that are tied to orders that have been shipped after the not after date. |
|
|
# Invoices |
The total number of invoices by the given supplier having the due date in the given time period. |
|
|
Total Amount in Supplier Currency |
The total monetary amount of the invoices having the due date in the given period in supplier currency for a given supplier. |
|
|
Items |
The total number of line items present in the given unmatched invoice. |
|
|
Total Cost in RMS Primary Currency |
The Total monetary amount of the given invoice in the RMS Primary currency. |
|
|
Compliance |
A metric to calculate a five star rating for a Supplier Site. |
|
|
Cash |
An indicator to show if the given invoice has a cash discount associated with it. |
|
|
Cost |
An indicator to show if the given invoice has a cost discrepancy associated with it. |
|
|
Qty |
An indicator to show if the given invoice has a QTY discrepancy associated with it. |
|
|
Tax |
An Indicator if a tax discrepancy exists on any invoice assigned to a given user. |
|
|
Invoice Cost |
The total cost of the invoice. |
|
|
Invoice Qty |
The total quantity of the items on the invoice. |
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The following table lists the cost events metrics used by ReIM.
Table 3-21 Cost Events Metrics
| Metric | Definition | Usage |
|---|---|---|
|
Price Hist Unit Cost |
The historical cost of the item at the given location and date. |
|
|
Future Cost Net Cost |
The future cost of the item at the given location and date for a given supplier origin country. |
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