Contents

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Preface

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

1 Getting Started

• About Oracle Retail Science Cloud Services
• Administration
• Oracle Retail Science Dashboard
• Process
• Overview of the User Interface
  • Process Train
  • View Menu
  • Embedded Help
  • Process Indicator
  • Search
  • Icons
  • Buttons
• Browser Settings
  • Setting Up Internet Explorer
• Supported Characters for Text Entry
• Histograms

2 Customer Decision Trees

• Introduction
  • Overview of CDT Process
• Overview Tab
  • CDT Generation Stage Status
  • Aggregate Statistics
  • Calculation Report
  • CDT Score Distribution Histogram
• Generate CDT Tab
  • Data Setup
    • Category Selections
    • Time Interval Setup
  • Data Filtering
    • Filter Setup
    • Data Filtering Summary
    • Data Filtering Histograms
  • Calculation
    • Version Setup
    • Category Attributes Setup
    • Calculation Report
    • CDT Score Distribution Histogram
  • Evaluation
    • Pruning Setup
    • Pruning Results
    • Evaluation Report
    • Evaluation Histograms
  • Escalation
    • Setup Escalation
    • Escalation Report
    • Completion of Process
• Manage CDTs Tab
  • Browse by Category or Version
  • Search
  • Create CDT
  • Deleting a CDT
• Using the CDT Editor
  • Add a Child
  • Editing Nodes
  • Deleting Nodes
  • Copying/Pasting in Customer Decision Tree Editor
  • Viewing a Customer Decision Tree
• Comparing Two CDTs

3 Demand Transference

• Introduction
  • Overview of DT Process
• Overview Tab
  • Generation Stage Status
  • Aggregate Statistics
  • Calculation Report
• Generate Models Tab
  • Data Setup
    • Category Selections
  • Data Filtering
    • Filter Setup
    • Data Filter Summary
    • Data Filtering Histograms
  • Similarity Calculation
    • Version Setup
    • Category Attribute Setup
    • Transaction-Based Similarity Availability Per Category
    • Similarity Display
  • Elasticity Calculation
    • Calculation Report
    • Pruning Report
    • Assortment Elasticity Histogram
  • Escalation
    • Setup Escalation
    • Escalation Report
    • Completion of Process
• Manage Models Tab
  • Time Interval Setup
  • Calculate Substitutable Demand Percentages
    • Browsing and Searching
  • Escalation Report
    • Histogram

4 Advanced Clustering

• Introduction
• Features
• Overview of Advanced Clustering Process
• Cluster Criteria Overview Tab
  • Clustering Criteria
• Generate Store Clusters Tab
  • Cluster Criteria Stage
    • All Cluster Criteria
    • All Cluster Criteria Filter
    • All Cluster Criteria Summary
    • All Cluster Criteria Scenario List
    • Cluster Criteria
    • Effective Period
    • Summarization
    • Source Time Period
    • Contextual Area
  • Explore Data
    • Summary
    • View Stores
    • Product Performance
    • Contextual Area
  • Cluster Setup Stage
    • Summary
    • Scenario Definition Section
  • Cluster Results Stage
    • Summary
    • Scenario Results Section
    • Export to Excel
    • Scenario List
    • Scenario Compare
  • Scenario System Recommendations
    • Scenario Optimality
    • Scenario Rank
    • Outlier Indicator
    • Cluster Scores
    • New Stores and Stores with a Poor History
  • Insights Stage
    • Summary
    • Contextual Information
• Manage Store Clusters Tab
  • Contextual Information
    • Scenario Compare
    • Attribute Analysis
  • Cluster Overrides
    • Rename Cluster
    • Create New Manual Cluster
    • Delete Cluster
    • Move Stores to Clusters
  • Cluster Review, Approve, and Adjust
  • Nested vs. Mixed Attribute
    • Nested
    • Mixed Attributes

5 Customer Segmentation

• Introduction
• Features
• Overview of the Customer Segmentation Process
• Customer Segmentation Overview Tab
  • Segmentation Criteria
• Version List Tab
  • Version Actions
    • Version Criteria Pop-up
  • Source Time Period
    • Top Categories
• Generate Customer Segments Tab
  • Segment Criteria Stage
    • All Segment Criteria
    • All Segment Criteria Filter
    • All Segment Criteria Summary
    • All Segment Criteria Scenario List
    • Segment Criteria
    • Effective Period
    • Summarization
    • Source Time Period
    • Contextual Area
  • Explore Data
    • Summary
    • Attribute Mining
    • Attribute Importance
    • Attribute Correlation
    • Filter
    • Correlation Matrix
    • Contextual Area
  • Segment Setup Stage
    • Scenario Definition Tab
    • Scenario List Tab
    • Scenario Compare Tab
  • Segment Results Stage
    • Summary
    • Scenario Results Section
    • Scenario List
    • Scenario Compare
  • Scenario System Recommendations
    • Scenario Optimality
    • Scenario Rank
    • Outlier Indicator
    • Segment Rules
    • Segment Scores
    • New Customers
    • Generate Store Profile
  • Segment Insights Stage
    • Customer Segment Analysis
    • Category Analysis
    • Opportunity Analysis Tab
    • Summary
    • Cross Segment Spend and Margin Analysis BI
    • RFM Analysis BI
    • Customer Segment vs. All Customer Sales Trends BI
    • Customer Attribute Analysis BI
    • Category Analysis BI
    • Trend Category Analysis BI

6 Attribute Extraction

• Introduction
• Overview Tab
• Edit Labels Tab
• Annotation Tab
  • Unigraphs
    • Assigning User Labels and Reviewing Machine Labels
    • Finding New Values
  • Digraphs
    • Assigning User Labels to Digraphs
• Errors Tab
• Normalization Tab
• Results Tab
• Status

7 Affinity Analysis

• Introduction
• User Interface
• Assortment Recommender
• Using Assortment Recommender Results
• Market Basket Analysis
• Using Market Basket Rules
• Affinity Analysis
  • Affinity Analysis Overview
    • Compare Results
    • Create Custom Run
  • Manage Affinity Analysis
  • Compare Results

8 Size Profiles

• Overview
• Navigation
  • All Runs
• Creating a Run
  • Information Tab
  • Size Ranges Tab
  • Parameters Tab
• Reviewing a Run
  • Run Output
    • Size Profiles Tab
  • Input Tab
  • Graphics
• Submitting a Run
  • Approved Profiles
    • Approved Profiles Table
  • Assigned Tasks
    • Assigned Tasks Table

9 Social Analytics

• Introduction
• Overview Screen
  • Card 1
  • Card 2
  • Card 3
• Social Analytics Screen
  • Trend Analysis Tab

10 Assortment and Space Optimization

• Overview
  • Administering ASO
  • Users and Roles
  • Overview of the User Interface
    • Icons
    • Buttons
    • Pull-Down Menus
    • Histograms
    • Charts
    • Process Train
    • Embedded Help
    • Process Indicator
    • Search
  • Workflow
  • Optimization
  • Space Cluster
  • Run Templates
  • Validation
  • Planogram Mappings
  • Smart Start Process
  • Fixture Types
  • Virtual Planogram
  • Planogram Set
  • Assortment Finalization
• Assortment List
  • Assortment List
    • About Rollbacks
  • Assortment Analysis
• Optimization List
  • Optimization List Interface
    • Create a Run
    • Copy a Run
    • Open a Run
    • Delete a Run
• Execute Space Optimization
  • Optimization Setup
    • Summary
    • Setup
    • Review Optimization Locations
    • Contextual Information
  • Fixture and Product Data
    • Summary
    • Planogram Fixtures
    • Product Merchandise Data
    • Demand and Replenishment Data
  • Objective and Constraints
    • Summary
    • Objectives and Constraints Summary
    • Select Locations and Products
    • Objectives and Constraints Details
    • Contextual Information
  • Results and Analysis
    • Optimization Results
    • Included Products
    • Dropped Products
    • Alerts
    • Contextual Information
    • Planograms
  • Validation
    • Details About Errors and Warnings
    • Warnings
    • Correcting Errors
• Assortment Mapping
  • Assortment Mapping Interface
    • Select Assortment
    • Assortment to Planogram Mapping
    • Mapping Errors

11 Offer Optimization

• Introduction
  • Administering Offer Optimization
  • Users and Roles
  • Overview of the User Interface
    • Icons
    • Buttons
    • Pull-Down Menus
    • Charts
    • Process Train
    • Embedded Help
    • Process Indicator
    • Search
  • Workflow
  • Optimization
• Offer Optimization Overview
  • Create a Run
  • Copy a Run
  • Open a Run
  • Delete a Run
• Offer Optimization Run Tab
  • Scope
    • Setup
    • Objectives and Budget
    • Review Information
  • Strategy
    • Temporal Rules
    • Promotion Strategy
    • Markdown Strategy
    • Sell-Through Target
    • Price Ladder
    • Product Groups
  • Results
    • Possible Actions
    • Revenue Tile
    • Promotion Tile
    • Markdown Tile
    • Targeted Tile
    • Offers Tile
  • Export
  • Innovation Workbench
  • Manage OO Recommendations
    • User Filter
    • Filter by Event
    • Summary Metrics
    • Item Recommendations with Bulk Actions
    • Accept or Reject
    • Price Override
    • Date Override
    • Custom Budget
    • Query Builder
    • Review or Undo Review
    • Submit or Approve
    • BI/Contextual Area
• Offer Optimization Forecasting
  • Sales Forecast Tile
    • Summary Tab
    • Review Forecast Tab
    • Customer Segment Tab
  • Returns Forecast Tile
    • Summary Tab
    • Review Returns Tab
    • Customer Segment Tab
  • Exceptions Tile
    • Summary Tab
    • Review Exception by Class
• Integration with Oracle Digital Assistant

12 Inventory Optimization

• Overview
• Users
• Workflow
  • Output of IO Runs
• Overview of the User Interface
  • Task Menu
  • All Runs
    • Run Overview
    • Recent Successful Run
    • Run Output
  • Recommendations
  • Inventory Overview
  • Forecast Overview
  • Creating a Run
• Glossary of Inventory Optimization Terms

13 Control & Tactical Center

• Strategy & Policy Management
• Manage Forecast Configurations
  • Overview
  • Setup
  • Create a Run Type
  • Data Aggregation
  • Delete Run Type
  • Test
  • Create What-If Run
  • Duplicate Run
  • Delete Run
  • Manage
  • Map
• Manage Credential Stores
• Attribute Extraction and Attribute Binning

14 Innovation Workbench

• Process
  • Workspace List
    • SQL Workshop
  • Application Builder
• Manage Notebook
  • Features

15 Oracle Digital Assistance

• Transactional Digital Assistance
• Q&A Digital Assistance
• Voice Component

Glossary