DBC: Reports

Overview

The DB Reporting Solution (Power BI) provides executive-level views into high-level KPIs (Key Performance Indicators), in the form of Dashboards, as well as the ability to drill down further into the data behind these indicators, in the form of Detail views. This area is typically implemented once you have an active live site with data.

Steps to turn on DB Reporting in New Dist Admin.

  1. Select a company

2. Select Report List from the left nav

3. Click All in the upper, right-hand corner to show inactive reports

4. Click Show Power BI Report Menu

5. Double-click on the report required

6. Click on the Active button

7. You can rename the report if preferred

8. Choose whether the report will be available to the Entire Company or Select Individual

Groups

Once you have activated the report, data will be refreshed overnight, and the new data will populate after that.

• If you are using EQd for your back office, you will need to ensure that your scheduler is set to export your data nightly around 11:00 PM.

• If you are using DBd for your back office, check to see if you are using Data Rep filters. If you are, you will need to add your company to the DBRSQL filter.

Filters

Several filters are in place to help achieve meaningful data:

• Product Codes - Data/reporting heavily relies on Product Codes. If you have something that is marked with the category of “Services”, it will drop off the report due to filtering that is in place.

• Obsolete Items - If you have inactive/obsolete items, there is a feature that you can filter out these items by maintaining a hidden catalog named “Obsolete items". BI will consider those items “off-limits” for reporting.

• Users/Groups – You can filter out specific users and/or groups if so desired. For example, you might have test users, and you don’t what all their testing data in these reports. This feature is available per site. The DB team will have to make this change for you. If you would like to filter out certain users/groups, you would need to provide a list of users or groups including the site (in case there are similar users on multiple sites)

Action Buttons

Many areas, upon hover, will display additional Action Buttons:

  • Left Button shows the Filters in place for this section
  • Middle Button enables you to launch into a focused visualization view. To RETURN to the original view, click the, “Back to Report Button” located at the top left area of the dashboard.
  • Right Button enables you to:
  • Export Data in a CSV and/or Excel File specific to that reporting area o Show Data, which highlights the visual/graph including the raw data that created the visualization o Spotlight Data, which grays out all dashboard components besides the one you have, “Spotlighted.” To return to the original screen, click the right button again and select, “Spotlight again.”
  • Sorting Options

Main Dashboard

• provides an executive-level view into the high-level KPIs of the program

• contains data from DB Commerce

• subject to the Product Code and Obsolete Items filter

1. Timeframe Configurator (Top Right)

a. Defaults YTD (Year to Date)

b. Toggle to:

i. Quarterly Views via the, “Choose Specific Quarter” button

ii. Specific Date Range via the, “Switch to specific date range” button

2. Hover-Over Data Elements - If you place your cursor over the Content Consumption and/or Content Portfolio doughnut charts, you will be presented with a hover-over box containing additional detail regarding that content category.

a. Content Portfolio is data representing what is offered on the site

b. Content Consumption is data representing what has been consumed on the site

  1. Action Buttons are available within multiple widgets throughout

Content Consumption

  • provides detailed data and visualizations focused on what content/material is being consumed
  • contains data from DB Commerce
  • subject to the Product Code and Obsolete Items filter
  • two levels: Level 1 is the first screen you view after clicking from the main dashboard and Level 2 is accessible via the “Detail Page” button in the top left navigational area
  • uses Intelligent Filtration - the far-left section of the dashboard displays only the categories/data applicable to the current customer’s program. If you select the category of Print, then you would only see Print subcategories within the next drop-down.

User Adoption

  • provides detailed data and visualizations focused on which Groups/Users are engaging with the program
  • contains data from DB Commerce
  • subject to the Product Code and Obsolete Items filter
  • can filter out specific users and/or groups if so desired (optional). For example, you might have test users, and you don’t what all their testing data in these reports. You can also filter out users/groups from these reports. This feature is available per site. The DB team will have to make this change. If you would like to filter out certain users/groups, you would need to provide a list of users or groups including the site (in case there are similar users on multiple sites).
  • two levels: Level 1 is the first screen you view after clicking from the main dashboard and

Level 2 is accessible via the “Detail Page” button in the top left navigational area

  • uses Intelligent Filtration - the far-left section of the dashboard displays only the Groups/Users applicable to the current customer’s program, and if you select a specific group, then you will only see the users of that group within the “Users” dropdown.

1. User Adoption - Adoption Gauges represent baseline statistics showing how many of our users have logged in and how many have placed an order.

2. Total Users/Groups/Orders/Spend are simply for reference and they come in handy when you are looking at the gauges.

3. Bar Graph enables you to toggle (Logins, Spend, and Orders) YTD-Quarterly, Monthly, and/or Daily. The rest of the reports in this area will adjust to your selection.

4. These 3 dashboard components are linked-if you select SPEND, ORDERS, or LOGINS within the, “Spend Distribution by Day” component, the “Spend by User” and “Spend by Group” will update to that classification.

Once you click on “Detail Page”, you are taken to the Level 2 data. The ultimate objective of this section is to drill down to an individual user, providing access to the following data.

1. User Details will show the username, group, and number of logins. By selecting a specific user here, the data will adjust to display that user’s data on the rest of the page.

2. Orders (All orders per the timeframe specified)

3. Line Items (If an individual order is not selected, ALL line items for ALL orders will show in the scrollable table. If an individual order is selected, you will only see line items populate for that specific order)

4. Content Consumption Doughnut (If an individual order is not selected, the doughnut will showcase ALL content and material consumed by that individual / and if an individual order is selected, you will only see the content consumption doughnut populate per the items in that order)

Inventory Status

  • provides detailed data and visualizations focused on managing inventory levels of all products/materials stored in warehouse facilities
  • contains data from the back-office system (DBd, EQd, KSd)
  • is subject to the Product Code and Obsolete Items filter
  • uses Intelligent Filtration - the far-left section of the dashboard displays only the categories/data applicable to the current customer’s program. If you select the category of Print, then you will only see Print subcategories within the next drop-down. Note: In DBd, Ownership Category is mapped to the FM1 – Item Function Code and the Subcategory is mapped to the Item Contact Code.

1. Slow Moving Definition: Any inventory that has been in the warehouse for more than 365 days. Calculated by using the receipt date on the lotted inventory. There can be an item where not all quantity is slow-moving.

2. Hover-overs appear on the bar graph & Customer Owned Pie Chart showcasing additional Detail

3. Color Cards & Bar Chart are clickable, which will filter the items showcased in the below table accordingly.

4. Item Table (Scrollable) - Due to the large amount of data (Columns) we have on inventoried items, you will need to scroll the table left to see all available columns.

Online & Offline

  • provides detailed data and visualizations focused on combining activity/consumption to and through the platform (Online) vs. activity/consumption that takes place outside the platform (Offline)
  • provides invoiced amounts from the back-office system
  • is NOT subject to the Product Code and Obsolete Items filter
  • two levels: Level 1 is the first screen displayed upon clicking from the main dashboard and

Level 2 is accessible via the “Detail Page” button in the top left navigational area.

Level 1 - Upon entering this section from the main dashboard, you will be met with a view separating online activity to the left and offline activity to the right, with a consolidated, “Total” in the center black box.

1. You can click the Show Spend button to toggle the Content Consumption data between Orders (where we are populating the data via orders per subcategories) and Spend (where we are Populating the data via spend per subcategories). This type of graph is called a “Tree Graph” and just like pie or doughnut graphs/charts, it creates proportional slices (boxes for the tree graph) based on the quantity/spend per subcategory from Largest to Smallest. 2. You can select a subcategory (individual box) within the tree graph, and it will compare it against the same, subcategory within the reverse section (Online / Offline), which is great for many clients who want to know, “Why do we have people ordering product ABC offline when we have Product ABC on the site!?” 3. The scrollable Order Detail table, directly beneath the tree graph, will provide you with information including but not limited to who placed the order.

Level 2

1. Uses Intelligent Filtration, which means that you will only see categories/data applicable to the current customer’s program. If you select the category of Print, then you would only see Print subcategories within the next drop-down.

2. Key to remember that all visualizations within this level include both ONLINE & OFFLINE data.

This section is truly focused on pulling both worlds together for a more holistic view of program activity.

a. Spend by Cost Center

b. Spend over Time

c. Order Destinations

d. Content Consumption

e. Shipping Method

f. Production Breakdown

3. Open Invoices - This provides real-time visibility into open invoices for the current customer


FAQ’s •

  • What is the default data timeframe configuration?

- YTD (Year to Date)

  • How far back does the data run?

- 2 Years

  • How often is the data updated?

- Every day at approximately 7 am ET

  • Can you extract data from the entire dashboard?

- No – but you can extract data as a CSV and/or Excel file within specific components of the dashboard.

  • Can we “Hide” Users and/or Groups from the Dashboard?

- Yes, it can be done but not through the Admin interface. DB Support will need to do some additional setup.

  • Navigation… How do you navigate back to Home and/or deeper into the dashboard components?

- Navigation options are ALWAYS located in the top left area of the dashboard no matter where you are.

- Click the Arrow to go back to the previous screen and/or Home.

- Click the Detail page to dive deeper and/or move forward.

  • Who is supposed to use the dashboard?

- This dashboard is intended for BOTH Customers and CSR/Sales communities of Distributors

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