Configuring BI Templates

Tile state reports created from BI templates render the tile state layout with data coming from one or more Retail Insights (RI) analyses.

Note:

Retail Home must be installed with RI Integration enabled for this functionality to work properly.

See appendix "Appendix: Report Data Requirements" for details about required analyses for each of the supported BI templates.

The following tile state uses the BI Two Metric Template tile state layout:

Figure 5-4 Tile State Example

Each metric has a label, value, and optional description. In the above tile state example, the first metric's label is Daily Sales Retail, its value is 5,837K, and its description is USD.

The BI Two Metric Template has the following report parameter configuration:

BI Analysis Catalog Path

BI templates require one or more BI Analysis Catalog Locations. The BI Analysis Catalog Location is the path to the analysis within RI.

The analysis path is a combination of the analysis's Location and Name, as found in the analysis's Properties within RI.

For example: /shared/Retail Home/Dashboard Tiles/Clearance Sales Retail Home Tile

Figure 5-5 Clearance Sales Retail Home Tile - Analysis Path

In the above example, the analysis's Location is /shared/Retail Home/Dashboard Tiles and the analysis's Name is Clearance Sales Retail Home Tile. The full BI Analysis Catalog Path is formed by joining the Location and Name with a "/".

The structure of the RI analysis must match the documented format described in the appendix "Appendix: Report Data Requirements".

No data source is required when adding tile state reports created with the BI templates, since Retail Home can determine the data source from the information provided during installation; however, for more fine-grained control, configure a data source for each report created from the BI templates. The reports use the RetailHomeBIService data source.

If the report backs a tile state that has filters set, the filters will be passed as variables to the BI analysis for processing.

Refresh Report on Filter Change

This parameter when checked indicates that the tile state report should refresh when the user updates the Retail Home dashboard filter. If not checked, the report will not reload. If checked, the report will reload. If the RI analysis supports being filtered by merchandise hierarchy, the report's data will be filtered by the user's merchandise hierarchy selection.