lld sample lite
DESCRIPTION
hiTRANSCRIPT
CONTENTS PAGE NO
1. Dashboard: QuickStart 1
1.1 Dashboard Page: Readme 1 1.2 Dashboard Page: Overview 1
1.2.1 Dashboard Page Prompt: 2 1.2.2 Report: Performance Indicators 4 1.2.3 Report: History Overview 5 1.2.4 Report: Trellis 6 1.2.5 Report: Monthly Revenue Trend 8
1.3 Dashboard Page: Product details 10 1.3.1 Dashboard Page Prompt 10 1.3.2 Report: Custom Group 11 1.3.3 Report: Product Revenue 13 1.3.4 Report: Brand Revenue Mix 15 1.3.5 Report: Time line 16
1.4 Dashboard Page: Office Details 18 1.4.1 Dashboard Page Prompt 18 1.4.2 Report: Unit Price Trellis 21 1.4.3 Report: Contribution Waterfall 22 1.4.4 Report: Gauges 24 1.4.5 Report: Discount Ratio Analysis 26 1.5 Dashboard Page: Order Details 27 1.5.1 Dashboard Page Prompt 27
1.5.2 Report: Order Details 29
1.6 Dashboard Page: Scorecards 33 1.6.1 Report: Contribution wheel 34 1.6.2 Report: Financials Watchlist 35 1.6.3 Report: Strategy Tree:Scorecard-K Lite 37 1.7 Dashboard Page: Published Reporting 38 1.7.1 Dashboard Page Prompt:Year 39
1.7.2 Report: Quarterly Revenue 40 1.7.3 Report: Sales By Brand 41
1.7.4 BI Publisher Report: Product Sales: Actual Vs Target 42 1.7.4.1 Report View: Product Sales: Actual Vs Target Revenue By Quarter 44
1.7.4.2 Report View: Product Brand Revenue By year 45 1.7.4.3 Report Views: Table : Actual Vs Target Revenue Details 46 1.7.5 BI Publisher Report: Sales Performance Report 47 1.7.5.1 Layout : Actual Vs Targets 49 1.7.5.2 Revenue % by office 50
1.7.5.3 Report View: Office revenue by Quarter 51
1.7.5.4 Report Views: Table 52 1.7.5.5 Report View: Revenue % by Prod Brand 53 1.7.5.6 Report View: Product Revenue By LOB 54
1.7.6 Layout : Actual Vs Targets 55 1.7.6.1 BI Publisher Report: Sales Report BI Analysis 56 1.7.6.1.1 Layout : Sales summary 57 1.7.6.1.1.1 View: Quarterly sales revenue 58
1.7.6.1.1.2 Report Views: Table : Annual Sales by Quarter 59 1.7.6.1.1.3 Report Views: Chart : Revenue % by Quarter 60
1.7.6.1.1.4 Report View: Chart : Percent % revenue by brand 61 1.7.6.1.1.5 Report Views: Table : Annual sales by brand 62
1.7.6.1.1.6 Chart: Total Revenue & quantity sold by brand 63 1.7.6.1.2 Layout : Revenue By Quarter 64
1.7.6.1.2.1 View: Total Revenue by quarter 65 1.7.6.1.2.2 Views: Chart : Revenue Distributions by quarter 66 1.7.6.1.2.3 View: Chart: Revenue Trend 67
1.7.6.1.2.4 Report Views: Table : Annual Revenue by Quarter 68 1.7.6.1.3 Layout : Revenue By Brand 69 1.7.6.1.3.1 View: Chart: Annual sales by Product brand 70 1.7.6.1.3.2 Report Views: Chart : Percent revenue by brand 71
1.7.6.1.3.3 Report Views: Table : Product brand Sales 72
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1. Dashboard: QuickStart Dashboard Name QuickStart
Description To analyze the business data for Samplelite and create various reports on sales data
Dashboard Pages Readme, Overview, Product details, Office details, Order details, Scorecard and Published reporting
1.1 Dashboard Page: Readme
1.2 Dashboard Page: Overview Dashboard Page Name Overview
Description Analyze Revenue Data
Page Prompts Year (Checkbox), Products Heir (Choice list), Organization (Choice list) Office (List box)
Reports Performance indicators, Trellis1, Revenue by year, Monthly Revenue Trend
Report Path Shared folders/Samplelite/Dashboards/Quick start
User Group Bi Authors
Header & Footer Confidential
Dashboard Page Name Readme
Description Description of OBIEE sample app lite
Report Path Shared folders/Samplelite/Dashboards/Quick start
User Group Bi Authors
Header & Footer Confidential
2
1.2.1 Dashboard Page Prompt:
Parameter Value
Scope Dashboard
Column /Column Formula “Time”.”Per Name year” "Products"."Products Hierarchy" "Offices"."Organization" "Offices"."Office"
Control Year - Checkbox Products Heir - Choice list Organization - dropdown Office - List box
Show Values Year – 20008,2009,2010 Products hier - BizTech, FunPod, HomeView Organization - Franchises Org
Inbound Org International Org Production Org Subcontracted Org Subsidiaries Org
Office - Montgomery Office Blue Bell Office
Foster Office Glenn Office Tellaro Office Madison Office Eden Office Sherman Office Casino Office Merrimon Office Perry Office Eiffel Office Spring Office Mills Office College Office Guadalupe Office Figueroa Office River Office Copper Office Morange Office
3
Default Values Year - 2008 Products Heir - BizTech Organization - Franchises Org Office - Montgomery Office
Set Variable Column variable
Label Year, Products Heir , Organization , Office ,
Mock up:
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1.2.2 Report: Performance Indicators
Report Title Performance Indicators
Description To analyze the performance
Report Fields “Base Facts”. “Discount Ratio”, “Calculated Facts”. “Actual Unit Price”, “Avg Order Size”
Filters Prompted Filters (Actual unit price, Order Type, Order Status, Day of year, Per name year, Per name half, Per name Qtr, Per name month, Brand, LOB, Product Type, Product, Company, Organization, Department, Office)
Column Selectors No
Report Type Performance Tile
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
Report Views:
View Parameter Value
Title Title Performance Indicators
Performance Tile Measure Discount Ratio
Labels Discount Ratio
Description Lower discount ratios desired
Performance Tile2 Measure Avg Order Size
Labels Avg Order Size
Description Higher order sizes are desirable
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Performance Tile3 Measure Unit Price
Labels Unit Price
Description Higher unit price desired
Mock up:
1.2.3 Report: History Overview
Report Title History Overview
Description To analyze the revenue year wise
Report Fields “Products”. “Products Hierarchy”, “Base Facts”. “Revenue”, “Time”. “Per Name year”,
Filters Per name year, Company, Organization, Department, Office
Column Selectors No
Report Type Pivot table and Graph
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
Report Views:
View Parameter Value
Title Title Revenue by year
Pivot Table Rows “Products”. “Products Hierarchy”
6
Columns “Time”. “Per Name year”,
Measures “Base Facts”. “Revenue”
Chart Graph Bar Graph
Style Gradient
Columns X-Axis: <Per name year>
Y-Axis: <Revenue>
Title No
Axis Titles Revenue
Mock up:
7
1.2.4 Report: Trellis
Report Title Trellis
Description To analyze the revenue for the products
Report Fields “Time”. “Per Name year”, “Products”. “Products Hierarchy”, “Base Facts”. “Revenue”, “Revenue”, “Calculated facts”. “Actual Unit Price”
Filters Prompted Filters (Actual unit price, Order Type, Order Status, Day of year, Per name year, Per name half, Per name Qtr, Per name month, Brand, LOB, Product Type, Product, Company, Organization, Department, Office)
Column Selectors No
Report Type Trellis
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
Report Views:
View Parameter Value
Title Title Trellis
Chart Type Spark bar
Style Grid
Rows Products Hierarchy
Measures Revenue, Revenue, Actual unit price
Bars Per Name Qtr
Data Formats
8
Mock up:
1.2.5 Report: Monthly Revenue Trend
Report Title Monthly Revenue Trend
Description To analyze the monthly revenue
Report Fields “Time”. “Per Name year”, “Month”, “Products”. “Brand”, “Base Facts”. “Revenue”
Filters Prompted Filters (Actual unit price, Order Type, Order Status, Day of year, Per name year, Per name half, Per name Qtr, Per name month, Brand, LOB, Product Type, Product, Company, Organization, Department, Office)
Column Selectors No
Report Type Graph
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
Report Views:
View Parameter Value
Title Title Monthly Revenue Trend
Format Line
Chart Graph Graph
Type Line Graph
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Sections Year
Measures Revenue
Style Line
Columns X-Axis: <Month>
Y-Axis: <Revenue>
Axis Titles Revenue, Month
Mock up:
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1.3 Dashboard Page: Product details Dashboard Page Name Product details
Description Revenue by product wise and period wise
Page Prompts Order type, Day of year
Reports Custom group, Product revenue, Trellis3,Timeline
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
User Group Bi Authors
Header & Footer Confidential
1.3.1 Dashboard Page Prompt
Parameter Value
Scope Page
Column /Column Formula Order Type, Day of Year
Control Order Type – Checkboxes
Day of Year – Slider
Show Values Order Type – Express, Secure and Standard
Day of Year – Slider (between 1 – 365)
Default Values No
Set Variable Column variable
Label Order Type, Day of Year
Mock up:
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Reports Design
1.3.2 Report: Custom Group
Report Title Custom Group
Description The revenue generated for the preferred products
Report Fields Revenue, Billed Quantity, Products hierarchy, Actual unit price
Filters Order type, Order status, Day of year
Column Selectors No
Report Type Title, Table, Graph
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
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Report Views: Title, Table, Graph
View Parameter Value
Title Title Custom Group
Table Columns Products hierarchy, Revenue, Billed Quantity, Actual unit price
Measures Revenue, Billed Quantity, Actual unit price
Pages No
Sections No
Enable Alternate row “green bar” styling No
Chart Graph Custom group
Type Bubble graph
Style Earth
Columns X-Axis: Billed Quantity Y-Axis: Actual unit price
Title Preferred products
Axis Titles Billed Quantity, Actual unit price
Data Formats 1K
Mock up:
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1.3.3 Report: Product Revenue
Report Title Product Revenue
Description The Revenue generated for the products month wise
Report Fields Product, Per name month, Revenue
Filters Prompted Filters (Actual unit price, Order Type, Order Status, Day of year, Per name year, Per name half, Per name Qtr, Per name month, Brand, LOB, Product Type, Product, Company, Organization, Department, Office)
Column Selectors No
Report Type Title, Graph
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
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Report Views: Title, Graph
View Parameter Value
Title Title Product Revenue
Chart Graph Product Revenue
Type Bar graph
Prompts Product
Columns X-Axis: Pername Month Y-Axis: Revenue
Measures Revenue
Axis Titles Revenue
Data Formats 1K
Mock up:
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1.3.4 Report: Brand Revenue Mix
Report Title Brand Revenue Mix
Description The Revenue generated for the Brands
Report Fields Brand, Time hierarchy, Offices hierarchy, Revenue
Filters Prompted Filters (Actual unit price, Order Type, Order Status, Day of year, Per name year, Per name half, Per name Qtr, Per name month, Brand, LOB, Product Type, Product, Company, Organization, Department, Office)
Column Selectors No
Report Type Title, Graph
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
Report Views: Title, Graph
View Parameter Value
Title Title Brand Revenue Mix
Chart Graph Trellies
Type Pie graph
Rows Offices hierarchy
Columns Time hierarchy
Pies revenue
Slices Brand
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1.3.5 Report: Time line
Report Title Time line
Description The Revenue generated for the Week
Report Fields Calendar Date, Revenue
Filters Actual unit price, Order type, Order status, Day of the year
Column Selectors No
Report Type Title, Graph
Navigation Paths No
Catalog Path /Shared Folders/Sample lite
Report Views: Title, Graph
View Parameter Value
Title Title Weekly Timeline
Chart Graph Time series
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Type Line graph
Y-Axis Revenue
X-Axis Calendar Date
Axis title Calendar Date
Axis limit 0 - 30000
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1.4 Dashboard Page: Office Details Dashboard Page Name Office Details
Description Analyze Revenue Data based upon the brands and company
Page Prompts Year (Checkbox), Brand (Checkbox), Product Type (Choice list), Product (List box)
Reports Trellis1, Contribution waterfall Guages
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
User Group Bi Authors
Header & Footer Confidential
1.4.1 Dashboard Page Prompt:
Parameter Value
Scope Dashboard
Column /Column Formula "Time"."Per Name Year "Products"."Brand" Products"."Product Type"
"Products"."Product"
Control Year (Checkbox), Brand (Checkbox), Product Type (Choice list), Product (List box)
Show Values Year – 20008,2009,2010 Brand – BizTech, FunPod, HomeView
Product Type- Accessories
Audio
Camera
Cell Phones
Fixed
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Install
LCD
Maintenance
Plasma
Portable
Smart Phones
Product
V5x Flip Phone
CompCell RX3
Touch-Screen T5
KeyMax S-Phone
SoundX Nano 4Gb
MicroPod 60Gb
Bluetooth Adaptor
MP3 Speakers System
MPEG4 Camcorder
7 Megapixel Digital Camer
PocketFun ES
MaxiFun 2000
Game Station
HomeCoach 2000
Plasma HD Television
Tungsten E Plasma TV
LCD 36X Standard
LCD HD Television
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Install
Maintenance
Default Values Year - 2008 Brand (BizTech), Product Type (No), Product (No)
Set Variable Column variable
Label Year ,Brand,Product Type, Product
Mock up:
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1.4.2 Report: Unit Price Trellis
Report Title Unit Price Trellis
Description To analyze the unit price of the products
Report Fields "Products"."LOB"
"Time"."Per Name Qtr"
"Base Facts"."Revenue"
"Calculated Facts"."Actual Unit Price"
Filters Prompted Filter
Column Selectors No
Report Type Trellis
Navigation Paths No
Catalog Path /shared/K Lite/Published Reports/BI Publisher Reports
Report Views:
View Parameter Value
Title Title Unit Price Trellis
Trellis Trellis Advanced
Columns LOB
Rows Office Hierarchy
Visualization Per Name Quarter
Bar Axis Revenue
Line Axis Actual Unit Price
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Mock up:
1.4.3 Report: Contribution Waterfall
Report Title Contribution Waterfall
Description To project the product contribution in a waterfall view
Report Fields "Offices"."Office"
"Base Facts"."Revenue"*sin("Base Facts"."Revenue")
rank("Base Facts"."Revenue"*sin("Base Facts"."Revenue") )
Filters Prompted Filter
Column Selectors No
Report Type Graph
Navigation Paths No
Catalog Path /shared/K Lite/Published Reports/BI Publisher Reports
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Report Views:
View Parameter Value
Title Title Revenue by year
Chart Graph waterfall
Style Gradient
Columns X-Axis: offie, Rank
Y-Axis: contribution
Title No
Axis Titles contribution
Mock up:
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1.4.4 Report: Gauges
Report Title Trellis
Description To analyze the revenue for the products
Report Fields Base Facts"."Discount Amount"
"Calculated Facts"."Actual Unit Price"
"Calculated Facts"."Avg Order Size"
Filters No
Column Selectors No
Report Type Gauge
Navigation Paths No
Catalog Path /shared/K Lite/Published Reports/BI Publisher Reports
Report Views:
View Parameter Value
Title Title Gauge1
Chart Type Gauge
Style Dial
Rows Default
Measures Actual unit price
Excluded Discount Ratio, Avg Order Size
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View Parameter Value
Title Title Gauge2
Chart Type Gauge
Style Dial
Rows Default
Measures Discount Ratio
Excluded Actual unit price, Avg Order Size
View Parameter Value
Title Title Gauge3
Chart Type Gauge
Style Dial
Rows Default
Measures Avg Order Size
Excluded Discount Ratio, Actual unit price
Mock up:
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1.4.5 Report: Discount Ratio Analysis
Report Title Discount ratio analysis Trellis
Description To analyze the discount ratio of the products
Report Fields "Base Facts"."Revenue"
cast("Base Facts"."Discount Amount" as double)/"Base Facts"."Revenue"*100
"Calculated Facts"."Actual Unit Price"
"Products"."LOB"
"Offices"."Company"
"Time"."Per Name Year"
Filters No
Column Selectors No
Report Type Trellis
Navigation Paths No
Catalog Path /shared/K Lite/Published Reports/BI Publisher Reports
Report Views:
View Parameter Value
Title Title Discount ratio analysis Trellis
Trellis Trellis Advanced
Columns Per Name Year Hierarchy
Rows company
Visualization Bubble
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Horizontal Axis Discount Ratio
Vertical Axis Actual Unit Price
size Revenue
Mock up:
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1.5 Dashboard Page: Order Details Dashboard Page Name Order Details
Description Analyze Revenue Data based upon the orders placed in various years
Page Prompts Order Type Day Of Year
Reports table Funnel
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
User Group Bi Authors
Header & Footer Confidential
1.5.1 Dashboard Page Prompt:
Parameter Value
Scope Dashboard
Column /Column Formula "Orders"."Order Type" "More Time Objects"."Day Of Year"
Control Order Type - checkbox
Day Of Year - slider
Show Values Order Type – Express,Secure,Standard
Day Of Year – 1 to 365
Default Values Order Type – No
Day Of Year – 100
Set Variable Column variable
Label Order Type, Day Of Year
Mock up:
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1.5.2 Report: Order Details
Report Title Order Details
Description To report the types of orders day by day
Report Fields "Orders"."Order Number"
"Orders"."Order Status"
"Orders"."Order Type"
"Orders Dates"."Order Date"
"Products"."Product"
"Products"."Brand"
"Offices"."Company"
count("Orders"."Order Number")
"Base Facts"."Revenue"
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"Base Facts"."Billed Quantity"
"Calculated Facts"."Actual Unit Price"
Filters Order Details Filter
Column Selectors No
Report Type Table, Funnel
Navigation Paths No
Catalog Path /shared/K Lite/Published Reports/BI Publisher Reports
Report Views:
View Parameter Value
Table Title Table 1
Paging Controls Yes
Rows to Display 20
Columns Order Type, Number of Orders, Revenue, Billed Quantity, Actual Unit Price
Display Column and Table headings Yes
Enable Alternate row “green bar” styling No
Enable column sorting in Dashboards No
Cell Alignments Right
Borders Yes
Additional Formatting No
Grand Total Yes
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Table Title Table 2
Paging Controls Yes
Rows to Display 20
Columns & Measures OrderNumber, Brand, Product, Company, Order Status, Order Date, Number of Orders, Revenue, Billed Quantity
Display Column and Table headings Yes
Enable Alternate row “green bar” styling No
Table Prompts Order Type
Cell Alignments Right
Borders Yes
Additional Formatting No
Grand Total No
Mock up:
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1.6 Dashboard Page: Scorecards This section shall contain the KPIs of the reports that has been developed before and also, contribution wheel, watchlist and strategy tree
Dashboard Page Name Scorecard
Description To display all the Key Performance Indicators in a single page
Page Prompts NO
Reports Contribution wheel: Scorecard-Klite Financials-WatchList Strategy Tree-Scorecard-Klite
Report Path Sharedfolders/Klite
User Group No
Header & Footer No
Mock up:
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1.6.1 Report: Contribution wheel
Report Title Contribution wheel: Scorecard-Klite
Description This gives a contribution wheel of various KPIs that has been designed on the Actual and target values
Report Fields Enhance customer satisfaction
Improve Financial Results
Streamline Operations
Increase Employee Effectiveness
Filters No
Column Selectors
No
Report Type Contribution Wheel
Navigation Paths
NO
Catalog Path Shared Folders/Klite/Scorecard-K Lite
35
Mock up:
1.6.2 Report: Financials Watchlist
Report Title Financials-Smart Watchlist
Description This gives a Watchlist of various KPIs that has been designed on the Actual and target values
Report Fields Enhance customer satisfaction(sample KPI,Sample KPI-yellow)
Improve Financial Results(Avg Order Size, Revenue KPI)
Streamline Operations(Sample KPI)
Increase Employee Effectiveness(Sample KPI, Revenue KPI, Sample KPI
36
Yellow)
Filters No
Column Selectors
No
Report Type Smart Watchlist
Navigation Paths
NO
Catalog Path Shared Folders/Klite/Financials-Watchlist
Mock up:
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1.6.3 Report: Strategy Tree:Scorecard-K Lite
Report Title Strategy Tree:Scorecard-K Lite
Description This gives a Strategy tree view of various KPIs that has been designed on the Actual and target values
Report Fields Scorecard-K Lite
Enhance customer satisfaction
Improve Financial Results
Streamline Operations
Increase Employee Effectiveness
Filters No
Column Selectors
No
Report Type Contribution Wheel
Navigation Paths
NO
Catalog Path Shared Folders/Klite/Strategytree:Scorecard-K Lite
Mock up:
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1.7 Dashboard Page: Published Reporting
This section shall contain display for all the reports that has been generated and need to be published for further usage like edit, copy, print.There will be various types of reports in this page, like links to various PDF, RTF and .xdo files which imports data from the Data models.
Dashboard Page Name Published Reporting
Description Reports all the data in various publishable formats like PDF, RTF, .xdo
Page Prompts Year Prompt
Reports Balance Letter, Brand Revenue Details, Product listing, Revenue Budget Actual and Detail, Salary Report, SFO Passenger count Report, W2 2010 Quarterly Revenue, Sales By Brand Product Sales, Sales Performance Report Sales Summary Report
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
User Group NO
Header & Footer No
Mock up:
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1.7.1 Dashboard Page Prompt:Year
Parameter Value
Scope Dashboard
Column /Column Formula Year
Control Checkbox
Show Values 2008,2009,2010,2011
Default Values 2008,2009,2010
Set Variable Column variable
Label Year
Mock up:
40
Reports Design
1.7.2 Report: Quarterly Revenue
Report Title Quarterly Revenue
Description The revenue generated in a the years of 2008, 2009 and 2010 are displayed according to the quarterly basis
Report Fields Year, Quarter, Revenue
Filters Per name year (is prompted)
Column Selectors
No
Report Type Title, Pivot Table,
Navigation Paths
No
Catalog Path /shared/K Lite/Published Reports/
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Report Views: Title, Pivot Table
View Parameter Value
Title Title Quarterly Revenue
• Started Time 12:40:57 A.M
• Format HH:MM:SS A.M/P.M
Pivot Table Rows Quarter Q1,Q2,Q3,Q4
• Columns Year: 2008,2009,2010
• Measures Revenue
• Pages No
• Sections No
• Enable Alternate row “green bar” styling No
• Grand Total Revenue grand total of all the years
Mock up:
1.7.3 Report: Sales By Brand
Report Title Sales By Brand
Description The Revenue generated in the years of 2008,2009,2010 in contrast with the Brand and billed quantity
42
Report Fields Billed Quantity, Revenue
Filters Per Name Year (is Prompted)
Column Selectors
No
Report Type Title, Pivot Table,
Navigation Paths
No
Catalog Path /shared/K Lite/Published Reports/
Report Views: Title, Pivot Table
View Parameter Value
Title Title Sales By Brand
• Started Time 12:52:15 A.M
• Format HH:MM:SS A.M/P.M
Pivot Table Rows Brand
• Columns Per Name Year
• Measures Billed Quantity, Revenue
• Pages No
• Sections No
• Enable Alternate row “green bar” styling No
• Grand Total Yes, Billed Quantity, Revenue grand totals
Mock up:
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1.7.4 BI Publisher Report: Product Sales: Actual Vs Target
BI Publisher Page Layout Name
Product Sales: Actual Vs Target
Description This BI Publisher report contains various charts and tables retrieved from the sample sales lite subject area
Page Prompts NO
Reports Actual Vs Target Revenue By Quarter Product Brand Revenue By Year Actual Vs Target Revenue Details
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
User Group NO
Header & Footer No
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1.7.4.1 Report View: Product Sales: Actual Vs Target Revenue By Quarter
Chart Graph Actual Vs Target Revenue By Quarter
• Type Vertical Bar
• Style Earth
• Columns X-Axis: Per Name Quarter
Y-Axis: Revenue, Target Revenue
• Title Actual Vs Target Revenue By Quarter
• Axis Titles Revenue, Target Revenue
• Data Formats 1K
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
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Report View: Product Brand Revenue By year
Chart Graph Product Brand Revenue By year
• Type Vertical Stacked Bar
• Style Default
• Columns X-Axis: Brand
Y-Axis: Revenue
Legend: Per Name Year, Company
• Title Product Brand Revenue By year
• Axis Titles Revenue, Brand
• Data Formats 1K
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
47
Report Views: Table : Actual Vs Target Revenue Details
View Parameter Value
Table Paging Controls Yes
• Rows to Display 20
• Columns Year, Quarter, Company, Brand, Revenue, Target Revenue, Variance(Revenue-Target Revenue)
• Display Column and Table headings Yes
• Enable Alternate row “green bar” styling No
• Enable column sorting in Dashboards No
• Cell Alignments Right
• Borders Yes
• Additional Formatting No
• Grand Total Yes
Mock up:
48
BI Publisher Report: Sales Performance Report
BI Publisher Page Layout Name
Sales Performance Report
Description This BI Publisher report contains various charts and tables retrieved from the Data Model created from various tables of xml data
Page Prompts NO
Page Layouts Actual Vs Targets Product Sales Details
Reports Product sales performance report Actual Vs Target Sales Revenue % by office Office revenue by quarter
49
Revenue % by brand Product revenue by LOB
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
User Group NO
Header & Footer Page no’s
50
51
Layout : Actual Vs Targets Chart Graph Actual Vs Target sales
• Type Horizontal Bar
• Style Earth
• Columns X-Axis: Calendar year Quarter
Y-Axis: Revenue, Target Revenue
Legend:Actual Revenue, Target Revenue
• Title Actual Vs Target sales
• Axis Titles Revenue, Target Revenue
• Data Formats 1K
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
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Revenue % by office
Chart Graph Revenue % by office
• Type Pie
• Style Earth
• Columns Sectors: Actual Revenue
Legend: office
• Title Revenue % by office
• Axis Titles Revenue, Office
• Data Formats %
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
53
Report View: Office revenue by Quarter
Chart Graph Office revenue by Quarter • Type Vertical Stacked Bar
• Style Regetta
• Columns X-Axis: Calendar year quarter
Y-Axis: Actual Revenue
Legend: Office
• Title Office revenue by Quarter • Axis Titles Calendar yr qtr, revenue actual
• Data Formats 1K
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
54
Report Views: Table
View Parameter Value
Table Paging Controls Yes
• Rows to Display 20
• Columns Office, Product Brand, Product LOB, Calendar yr qtr, revenue actual, revenue target
• Display Column and Table headings Yes
• Enable Alternate row “green bar” styling No
• Enable column sorting in Dashboards No
• Cell Alignments Right
• Borders Yes
• Additional Formatting No
• Grand Total Yes
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Report View: Revenue % by Prod Brand
Chart Graph Revenue % by Prod Brand
• Type Pie
• Style Earth
• Columns Sectors: Actual Revenue
Legend: Product Brand, Product LOB
• Title Revenue % by office
• Axis Titles Revenue Actual
• Data Formats %
Narrative Narrative Text
Static Text Static Text
56
Column Selectors Column Selector Column No
Mock up:
Report View: Product Revenue By LOB
Chart Graph Product Revenue By LOB
• Type Vertical Stacked Bar
• Style Regetta
• Columns X-Axis: Product brand
Y-Axis: Actual Revenue
Legend: product LOB
• Title Product Revenue By LOB
• Axis Titles no
• Data Formats 1K
Narrative Narrative Text
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Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
Layout : Actual Vs Targets
Report Views: Table
View Parameter Value
Table Paging Controls Yes
• Rows to Display all
• Columns Department, office, product brand, product LOB, calendar yr qtr, revenue actual, revenue target
• Display Column and Table headings Yes
• Enable Alternate row “green bar” styling No
• Enable column sorting in Dashboards No
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• Cell Alignments Right
• Borders Yes
• Additional Formatting No
• Grand Total Yes
BI Publisher Report: Sales Report BI Analysis
BI Publisher Page Name
Sales Report BI Analysis
Description This BI Publisher report contains various charts and tables retrieved from the Data Models created from the quarterly revenue and sales by brand
Page Prompts NO
Page Layouts Sales summary Revenue by quarter Revenue by brand
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
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User Group NO
Header & Footer Page no’s
Layout : Sales summary
Layout Name
Sales Report BI Analysis
Description This BI Publisher report layout contains various charts and tables retrieved from the Data Models created from the quarterly revenue and sales by brand
views Quarterly sales revenue Annual sales by quarter Percent revenue by quarter Percent revenue by brand Annual sales by brand Total Revenue and quantity sold by brand
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
Footer Signature
60
View: Quarterly sales revenue
Chart Graph Quarterly sales revenue
• Type Vertical Bar
• Style Earth
• Columns X-Axis: Year
Y-Axis: Revenue
Legend: quarter
• Title Quarterly sales revenue
• Axis Titles • Data Formats 1K
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
61
Mock up:
Report Views: Table : Annual Sales by Quarter
View Parameter Value
Table Paging Controls Yes
• Rows to Display all
• Columns Year, quarter, revenue
• Display Column and Table headings Yes
• Enable Alternate row “green bar” styling No
• Enable column sorting in Dashboards No
• Cell Alignments Right
• Borders Yes
• Additional Formatting No
• Grand Total Yes
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Report Views: Chart : Revenue % by Quarter
Chart Graph Revenue % by Quarter
• Type Pie
• Style Default
• Columns Sectors: Actual Revenue
Legend: Year, Quarter
• Title Revenue % by Quarter
• Axis Titles Revenue, Office
• Data Formats %
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
63
Mock up:
Report View: Chart : Percent % revenue by brand
Chart Graph Percent % revenue by brand
• Type Pie
• Style Earth
• Columns Sectors: Actual Revenue
Legend: Year, Brand
• Title Percent % revenue by brand
• Axis Titles revenue
• Data Formats 1K
Narrative Narrative Text
Static Text Static Text
64
Column Selectors Column Selector Column No
Mock up:
Report Views: Table : Annual sales by brand
View Parameter Value
Table Paging Controls Yes
• Rows to Display all
• Columns Year, Brand, Quantity Sold, Revenue
• Display Column and Table headings Yes
• Enable Alternate row “green bar” styling No
• Enable column sorting in Dashboards No
• Cell Alignments Right
• Borders Yes
65
• Additional Formatting No
• Grand Total Yes
Mock up:
Report View: Chart: Total Revenue and quantity sold by brand
Chart Graph Total Revenue and quantity sold by brand
• Type Vertical Split Dual Y Bar
• Style Earth
• Columns X-Axis: Product brand, year
1st Y-Axis: Actual Revenue, quantity
2nd Y-Axis: Actual Revenue
Legend: Revenue , quantity
• Title Total Revenue and quantity sold by brand
• Axis Titles no
66
• Data Formats 1K
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
Layout : Revenue By Quarter Layout Name
Revenue By Quarter
Description This BI Publisher report layoukt contains various charts and tables retrieved from the Data Models created from the quarterly revenue and sales by brand
views Total Revenue by quarter Revenue distribution by quarter Revenue Trend Annual Revenue by quarter
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
Footer Signature
67
Mock up:
View: Total Revenue by quarter Chart Graph Total Revenue by quarter
• Type Vertical Staked Bar
• Style Earth
• Columns X-Axis: quarter
Y-Axis: Revenue
Legend: Year
• Title Total Revenue by quarter
• Axis Titles • Data Formats 1K
Narrative Narrative Text
Static Text Static Text
68
Column Selectors Column Selector Column No
Mock up:
Report Views: Chart : Revenue Distributions by quarter
Chart Graph Revenue Distributions by quarter
• Type Pie
• Style Default
• Columns Sectors: Actual Revenue
Legend: Year
• Title Revenue Distributions by quarter
• Axis Titles Revenue, Office
• Data Formats %
Narrative Narrative Text
Static Text Static Text
Column Selectors Column Selector Column No
69
Mock up:
View: Chart: Revenue Trend Chart Graph Revenue Trend
• Type Vertical Line Bar
• Style Default
• Columns X-Axis: Year, quarter
Y-Axis: Revenue
Legend:Revenue
• Title Revenue Trend
• Axis Titles • Data Formats 1K
Narrative Narrative Text
70
Static Text Static Text
Column Selectors Column Selector Column No
Mock up:
Report Views: Table : Annual Revenue by Quarter
View Parameter Value
Table Paging Controls Yes
• Rows to Display all
• Columns Year, Quarter, Revenue
• Display Column and Table headings Yes
• Enable Alternate row “green bar” styling No
• Enable column sorting in Dashboards No
• Cell Alignments Right
• Borders Yes
• Additional Formatting No
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• Grand Total Yes
Mock up:
Layout : Revenue By Brand Layout Name
Revenue By Brand
Description This BI Publisher report layout contains various charts and tables retrieved from the Data Models created from the quarterly revenue and sales by brand
views Annual sales by Product brand Percent revenue by brand Product brand Sales
Report Path /shared/K Lite/Published Reports/BI Publisher Reports
Footer Signature
Mock up:
72
View: Chart: Annual sales by Product brand
Chart Graph Annual sales by Product brand
• Type Vertical Staked Bar
• Style Earth
• Columns X-Axis: Brand
Y-Axis: Revenue
Legend: Year
• Title Annual sales by Product brand
• Axis Titles • Data Formats 1K
Narrative Narrative Text
Static Text Static Text
73
Column Selectors Column Selector Column No
Mock up:
Report Views: Chart : Percent revenue by brand
Chart Graph Percent revenue by brand
• Type Pie
• Style Default
• Columns Sectors: Actual Revenue
Legend: Brand
• Title Percent revenue by brand
• Axis Titles Revenue, Office
• Data Formats %
Narrative Narrative Text
Static Text Static Text
74
Column Selectors Column Selector Column No
Mock up:
Report Views: Table : Product brand Sales
View Parameter Value
Table Paging Controls Yes
• Rows to Display all
• Columns Year, Brand, Quantity, Revenue
• Display Column and Table headings Yes
• Enable Alternate row “green bar” styling No
• Enable column sorting in Dashboards No
• Cell Alignments Right
75
• Borders Yes
• Additional Formatting No
• Grand Total Yes
Mock up: