Introduction 3. Why LUCIA BI? 3 Before You Start 4. Does LUCIA BI Require an Internet Connection? 4 Getting StartedI 5

Transcription

1 User s Guide

2 2 Contents Introduction 3 Why LUCIA BI? 3 Before You Start 4 Does LUCIA BI Require an Internet Connection? 4 Getting StartedI 5 Logging in for the first time 5 Retrieving forgotten password 6 Changing your password 7 Getting to know the user interface 8 Bookmarking dashboard views 10 Using the faceted filter navigator 11 Using the time filter 13 Indication of your selections in the filter navigator 16 Visualizing your data 18 Sales Dashboard 19 Viewing your sales performance 19 Filtering your sales data 20 Outlet Analysis 20 Accumulate Line Graph 22 Reach Dashboard 23 Viewing your outlets distribution 23 Stock Holding Dashboard 25 Viewing your inventory performance 25 Stock Movement Dashboard 29 Viewing your stock on hand 29 Fill Rate Dashboard 31 Fill Rate Value 31 Fill Rate Diagnostics Dashboard 33 Service Failure Cases 33 Interacting with your data 35 Showing the tooltip 35 Zoom in/out the charts 36 Country 36 o Region 36 Area 36 Working with the legend 37 Sorting data on any column 38 Viewing underlying data 39 Filtering views based on criteria 40 Setting number of entries per page 40 Viewing specific columns 41 Exporting 41 Installing the latest flash player 41

3 3 Introduction LUCIA BI is an on-demand business intelligence application that offers an inexpensive but powerful sales and supply chain analytics solutions. LUCIA BI provides real-time visibility across your sales and supply network - but also seamless dissemination of master data, pricing and promotions. Why LUCIA BI? Some of the reasons LUCIA BI works for you : Real-time, detailed data LUCIA's synchronisation component allows for collation of timely detailed information from your distribution centres and sites. Visibility of entire distribution network Sales and supply chain relevant data is continuously harvested and uploaded to realtime management dashboards. Manage the distribution network LUCIA facilitates disseminating the right information from your HQ down to your distribution centres or distributors. Cost-effective No capital investment. No license fees, no operating system license fees or hardware investments required. Practical Built by operators for operators. Best practices applied with a dose of practicality. Extensible LUCIA easily integrates into any existing Business Intelligence, analytics or reporting infrastructure that might already be in place.

4 4 Before You Start LUCIA BI collects data from virtually any source - local and third-party - exportable to a CSV format and undergoes an automation process to cleanse, normalise and integrate your data to a hosted service. Implementation process is not dependent on any IT staff. Upon implementation, you will be supplied with a login to a secure page that directly allows you the access to the data according to your level of administrative access. Does LUCIA BI Require an Internet Connection? Yes, LUCIA BI requires an active internet connection to download the most up-to-date data. For an uninterrupted browsing experience, it is recommended to have a high-speed internet connection/broadband.

5 5 Getting Started Logging in for the first time 1. Log into the LUCIA BI home page. 2. In the Username box, enter your address. 3. In the Password box, type in your password, and then click the LOG IN button. 4. Once your login is authenticated, your Home page will be displayed. Note: Username and Password are case-sensitive.

6 6 Retrieving forgotten password 1. In case you have lost/forgotten your password, click on the Forgot your password? link available at the Home page. 2. On the subsequent screen, enter the address with which your LUCIA BI account had been set up. 3. You will be getting an with a link to change your password. 4. Enter your new password in the Password box. 5. Confirm your new password in the Confirm Password box, and then click the Reset button. Note: The you will be receiving will be sent from cot.notification@lcalink.com. You may want to add this address to your safe list to prevent it from being labeled as Spam.

7 7 Changing your password 1. At the upper-right section of your screen, click on your username. 2. Edit your profile details by filling in the respective textboxes. 3. When you are done, click on the Update button.

8 8 Getting to know the user interface A. The User bar shows the Principal selection list, selected dashboard, switching dashboard list, and links to:, user profile, LUCIA BI blog, Control Panel, logout and internet speed indicator. To select a different dashboard, simply click on Switch Dashboard and select the corresponding tab from the drop down list. B. The X-AXIS and MEASURE measures offer different ways to view your data. Click the % icon to view percentage against selected measures. C. The faceted filter navigator enables you to set the granularity (detail level) of your selection in (B). Clicking on a filter bar shows the facets arranged side by side to show hierarchy. Click the small arrow at the bottom to hide or unhide the filter navigator. D. Title header for graph indicates selection, usually based on time. Clicking on an icon in VIEWS toggles your view of the data (table only, graph only, graph with table) E. Placing your mouse cursor over a graph displays a tooltip containing key information. F. Clicking on an x-axis label displays more information in a tabular format. G. Placing your mouse over the icon provides a brief description of your connection speed, as shown in the following image. Clicking on the

9 9 icon directs you to a web page with more details of the connection speed between your browser and the server. I n addition, dashboard preloader which appears before your dashboard loads completely is added to indicate your connection speed. As illustrated below, the color of the text is based on the connection speed between your browser and the server from which you are accessing your data.

10 10 Bookmarking dashboard views Because the dashboard user interface is customizable in all sorts of ways, each user may have a set of preferences on how he/she wants to view the data. LUCIA BI makes it easy to keep track of your important dashboard views by bookmarking (Ctrl+D) the respective graphs and tables on your browser, giving you a one-click button on your Bookmarks/Links toolbar that minimizes the hassle of having to reselect your preferences next time you access the dashboard. Bookmarking is easy. All web browsers provide this feature. 1. On your keyboard, press CTRL + D at the same time. 2. A pop-up dialog box will appear almost similar to the screenshot above (taken in IE8), depending on the web browser you use. 3. Fill in an appropriate title for the specific view you wish to bookmark. 4. It is recommended to organize your bookmarks into folders. For example, you may have a folder for your Sales dashboard with several of your more important Sales dashboard views in it and another folder for views related to your Inventory dashboard. To update your previously bookmarked dashboard views so you can navigate to your favourite dashboard views faster: 1. Edit the url from your Bookmark/Links toolbar or from the Bookmark manager. or 2. Re-capture your bookmarks once again.

11 11 Using the faceted filter navigator The faceted filter navigator is located below the X-AXIS and MEASURE selection menu. A. Facet option - Allows user to quickly select all items listed in each facet, or select none at all. The number indicator in the same gray box, for example, in the third column AREA(7/7) the numbers indicate selected items/the number of total items. B. Selecting granularity - These buttons determines the granularity (detail level) of the graph drawn below. For example, selecting AREA will break down sales figures according to respective areas, i.e. Sabah, Sarawak, Brunei, North, South, East and Central. C. Facet hierarchy - Facet lists are arranged side by side according to their respective hierarchy, arranged from left to right, e.g. Country > Region > Area > Distributor > Site > Representative. D. Sites filter based on status Allows user to filter out sites based on status (active or inactive). A site is considered inactive if the distributor no longer distributes the principal product or if the warehouse is closed. By default, all sites will be selected. E. Search Box - Type in the preferred keywords you wish to select/deselect. As you are typing in a query in the search box, you will instantaneously see the filtered results.

12 12 The faceted navigator allows user to select preferred filters (Location, Channel, Product Category) and click the SUBMIT button to load the updated graph and table. This way, user is given the ability to load their preferred dashboard view and filter out items that are irrelevant.

13 13 Using the time filter Selecting one date range 1. Select x-axis detail level of choice You can select: all (treats the selected duration as one period), yearly, monthly, weekly and daily sales figures (by clicking on the corresponding detail level icons). In the example above, YEAR is selected. 2. Select date range Whenever ONE DATE RANGE is selected, the date range is automatically set to Month-to-date (1st to last day of the month). You can select date range shortcuts beside the textboxes for: a. one day b. one month (one month from today's date) c. month-to-date (1st to last day of the month) d. one year (from today's date) e. year-to-date (1st to last day of the financial year). You can also select ANY date range by clicking on the start and/or the end date textboxes. A calendar widget will be displayed to input your preferred dates as shown in the image below. Users can also type the date into the textboxes.

14 14 3. Click on the SUBMIT button Your screen will now reload the graph. Selecting two date ranges 1. Click on TWO DATE RANGE icon. This will automatically populate two date range fields. The 1st date range field will be set to month-to-date by default - the start date is set to the 1st day of

15 15 the current month and the end date is set to the last day of the current month. 2. The 2nd date range field will be set to year-to-date by default - the start and end dates are set to the 1st and last days of the financial year. Clicking on the MONTH-TO-DATE icon (3rd icon) will change the start and end dates to current month-to-date by default. 3. In this example, a month-to-month comparison for September and October is to be made. Use the calendar widget to set the start and end dates of the 1st date range to October 1 and October 31 and the 2 nd to September 1 and September Close the calendar widget. Then, click on ALL detail level icon in the Location filter. 5. Click on the SUBMIT button. The graph will now reload to show daily sales figures for the month of September and October.

16 16 Indication of your selections in the filter navigator This is to make it easy for you to have a glance of your current dashboard view. We have added a filter navigator selection label. Located at the header bar (blue-coloured) beside your dashboard title, the filter navigator selection label shows you your current dashboard view in this format - {primary filter detail level} {secondary filter detail level}. As you drill down a detail level, the label will now have numbers beside it to indicate the number of fully selected items for that particular level. And if you are comparing 2 date ranges, the label numbers will be colourcoded according to its date range group.

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18 18 Visualizing your data Sometimes there are more effective ways to look at your data than rows in a table. For example, when your data contains monthly numerical figures, viewing the data on a graph with dots connected by lines may reveal patterns in the data that are otherwise very hard to see. LUCIA BI offers visualizations that will help you explore your data more effectively. You can switch between either of a set of view options available for comfortable viewing. Each layout view has special usage feature and can be used depending on how you view your data. In the dashboards, the following options are provided for toggling different views. The available views are (from L-R): Table only, Graph only, and Graph with table.

19 19 Sales Dashboard You use the Sales dashboard to track sales performance on a daily basis. Sales information consolidated from distributors is refreshed real-time, so sales trends are immediately revealed as well as highest and lowest sales figures by sales representatives, by product categories, or by sales channel. Sales trend is configurable to help you review based on your preferred time period. You can also compare your sales performance over two different, predetermined time periods. Viewing your sales performance Whenever you log on to LUCIA BI, the Sales dashboard loads as your starting page. Please ensure the Sales tab is highlighted.

20 20 Filtering your sales data 1. Click on an icon on the X-AXIS selection menu. Your selection determines how you will view your graph s x-axis. 2. Notice how your selection will move the corresponding filter to the top of the faceted navigator. For example, if you select the icon labeled PRODUCT, the FILTER BY PRODUCT CATEGORY filter moves right to the top of the faceted navigator. 3. Click on an icon on the MEASURE selection menu. Your selection determines how you will view your graph s MEASURE 4. Select the granularity (detail level) for each filter as per your comfortable viewing. 5. On the facet lists, select the items you wish to view. 6. After you are done with your selection, click on the SUBMIT button to refresh the graph. Outlet Analysis 1. Find the column OUTLET COUNT in the table view.

21 21 2. Click on the OUTLET COUNT value and a table will pop up. 3. A table showing OUTLEVEL ANALYSIS will pop up. This table showed a detailed analysis of each outlet. It will tell how many orders have been made and how many have been delivered. You can track a miss sale when your DELIVERED QUANTITY is less than your ORDERED QUANTITY. 4. You may click a link at the bottom left of the pop up window. You will be redirected to the OUTLET LEVEL ANALYSIS page.

22 22 Accumulate Line Graph 1. ACCUMULATE LINE GRAPH is currently implemented only on Sales Dashboard. 2. ACCUMULATE LINE GRAPH is only enabled when x-axis is on TIME 3. You can see that the graph is always growing upwards only, this is because the graph adds up all the previous values to the current value. 4. Since Sales Dashboard have PERCENTAGE and ACCUMULATE LINE GRAPH features, only 1 of them can be enabled at one time. Please refer to Using the faceted filter navigator section for more details. It is highly recommended to utilize the filters as this affects the dashboard s loading time. The more items selected in your faceted list, the longer it will take to load your dashboard.

23 23 Reach Dashboard You use the Reach dashboard to compare your sales distribution against its monthly outlet universe coverage to measure your organization s ability to reach your current and prospective customers, within a given area. Outlet coverage is measured by the number of outlets that have ordered at least once in a user-specified time period. In a way, Reach measures the number of outlets ordering on a monthly basis. Viewing your outlets distribution 1. Click on the Reach tab. 2. Click on an icon on the X-AXIS selection menu. Your selection determines how you will view your graph s x-axis. 3. Notice how your selection will move the corresponding filter to the top of the faceted navigator. For example, if you select the icon labeled PRODUCT, the FILTER BY PRODUCT CATEGORY filter moves right to the top of the faceted navigator.

24 24 4. Select the granularity (detail level) for each filter as per your comfortable viewing. 5. On the facet lists, select the items you wish to view. 6. After you are done with your selection, click on the SUBMIT button to refresh the graph.

25 25 Stock Holding Dashboard You use the Inventory dashboard to provide you an overview of the supply chain s overall inventory performance which enables you to maintain sufficient stocks to meet market demand and achieve better balance in your warehouses between slow moving and fast moving goods, and across all distributors. Viewing your inventory performance 1. Click on the INVENTORY tab.

26 26 2. Pick the desired date for Stock on Head using the stock on hand date selector: a. Click on the tab SOH Date, a floating date picker will display below the tab (you may click on the tab again to hide the floating date picker) b. Click on a date to confirm your selection and to reload the dashboard with updated data. You will notice the date in the tab will be updated to what you have selected. The picker enables you to look at a historical snapshot of inventory data. This is sort of like a time machine which allows inventory data to be viewed at a different date. This might be useful for someone who wants to compare inventory performance of yesterday/last week/2 months ago to that of today. By default, the Inventory dashboard captures current day s Stock on hand. 3. Click on an icon in the X-AXIS selection menu. 4. Notice how your selection will move the corresponding filter to the top of the faceted navigator. For example, if you select the icon labeled PRODUCT, the FILTER BY PRODUCT CATEGORY filter moves right to the top of the faceted navigator.

27 27 5. Select the sales period using the sales period date range selector: a. Click on the tab SALES PERIOD, a floating panel will display below the tab (you may click on the tab again to hide the floating panel) b. Click on the 'start date' inputbox to display the date picker c. Click on the 'end date' inputbox to display the date picker d. Click on the DONE button to confirm your selection and to reload the dashboard with updated data. You will notice that the date range in the tab will be updated to what you have selected. 6. Select the granularity (detail level) for each filter as per your comfortable viewing. 7. In the product category filter, product status provide additional options to filter your SKU items. Available options are Active, To be discontinued, Discontinued, Inactive. By default, Active is only selected. 8. On the facet lists, select the items you wish to view. 9. After you are done with your selection, click on the SUBMIT button to refresh the graph. The Inventory dashboard introduces the 'traffic light' system based on target tolerance settings. For example, Region A s ideal target day range is days. In this scenario, SKU-sites which fall within the range are labeled as Ideal(green), below range as Under(red), and above as Over(yellow).

28 Click on the underlined numerical figures (in %) to drill down your data to show a list of SKU-site in tabular format.

29 29 Stock Movement Dashboard You use the stock movement dashboard to monitor your stock on hand by week, month, or year. On a daily basis, you can view the stocks you have on hand, new incoming stocks (Received), and how many stocks sold each day (Sales). Viewing your stock on hand 1. Click on the Stock Movement tab 2. Click on an icon on the MEASURE selection menu. Your selection determines how you will view your graph s MEASURE.

30 30 3. Select the granularity (detail level) for each filter as per your comfortable viewing. 4. On the facet lists, select the items you wish to view. 5. After you are done with your selection, click on the SUBMIT button to refresh the graph.

31 31 Fill Rate Dashboard Fill Rate Value You use the fill rate dashboard to keep track of each of your sales order item whether it is full fill or not based on the original sales order. When this condition is met, it is call In-Full. The On-Time is to keep track of sales order created date and delivery date. If the order arrived within 3 days or less, it is considered On-Time. When both In-Full and On-Time condition is full fill then it is considered as On-Time-In-Full which in short is called OTIF. 1. FILL RATE is measured by TIME only in the x-axis

32 32 2. Click on an icon on the MEASURE selection menu. Your selection determines how you will view your graph s MEASURE. 3. FR VALUE will use the total sales value if it is full fill. 4. FR LINE will compare quantity, but if full fill it will consider 1 else FR ORDER keeps track based on each order. It checks whether the order is full fill and on time or not. 6. You can select multiple measures by performing Ctrl+Click on your selected measures, 2 at a time: a. Click on the tab TIME to pick your x-axis. b. Then click on either FR VALUE, FR LINE or FR ORDER and perform Ctrl+Click on any other Measure that you want to select in order to view multiple graph of both.

33 33 Fill Rate Diagnostics Dashboard You use the fill rate diagnostics dashboard to monitor your service failure. This dashboard is linked with Fill Rate, it analyzes the reason behind the failure to full fill the condition of In-Full or On-Time. This is to help you identify the main cause of your service failure and improve on it. Service Failure Cases 1. FILL RATE DIAGNOSTICS can be monitored against 2 measures which are CURRENCY or QUANTITY, one at a time.

34 34 2. There can be 4 types of service failure cases: i. Stock Allocation Confirmed Quantity < Ordered Quantity ii. Inventory Management Confirmed Quantity < Picked Quantity iii. Despatched Picked Quantity < Packed Quantity iv. Received Packed Quantity < Received Quantity

35 35 Interacting with your data There are many ways that you can interact with the widgets in the dashboards to help analyze your data. These include: Showing the tooltip Zoom in/out the charts Working with the legend Sorting data on any column Viewing underlying data Filtering views based on criteria Setting number of entries per page Viewing specific columns Exporting Each of these is described below: Showing the tooltip Graphs provide a way to reveal patterns of your data points. Tooltips supplement graphs with quick information to help you analyze your data. Place your mouse over a graph and the relevant information will display in a box as shown in the above graph.

36 36 Zoom in/out the charts This is a quick way to drill down and analyze a specific set of data. To start using this feature, all you need to do is click on a graph. A context menu will appear next to your mouse cursor. This feature will only affect your main filter navigator; your secondary filter navigator will remain fixed. In the zoom-in example below, location is set as x-axis and the hierarchy is as follows: Country o Region Area Figure 1. View by Country. Click on the graph to view all Regions in that country

37 37 Figure 2. View by Region. Click on the East graph to view all Areas within East. Figure 3. View by Area. To return to previous view (Region), click on any graph and select 'Zoom out'. Working with the legend Graphs that display more than one series will display a legend to help you keep track of the elements. When the graph loads, the legend is located at the right side of the graph The legend can be hidden by ticking on the legend checkbox on top.

38 38 You can also click on a legend item(s) to instantly hide it from the chart. The MEASURE will scale to the remaining visible legend items once an item is hidden, as shown in the following image. Sorting data on any column LUCIA BI lets you sort data on any column in your table.

39 39 You can click on a column header and apply the appropriate sort option. The table also supports multiple column sorting. To enable it, press & hold on to the SHIFT in your keyboard, and click on the column headers you wish to sort. Viewing underlying data Want to drill down and find out a more detailed representation? LUCIA BI offers a few ways for you to click on a relevant data point and see the underlying data. On the graph Clicking on an x-axis label displays a table with more information about the clicked data point. On the table

40 40 As seen in the Inventory dashboard, there are numerical figures in the table that are underlined. Clicking on it displays another table relevant to the numerical figure clicked. Filtering views based on criteria LUCIA BI provides a filter tool in the table to create dynamic views based on your criteria selection. 1. Click on the magnifying lens icon. A Filter row will appear. 2. Select from the dropdown list the criteria you wish to filter. Different criteria will provide for a different combination of input. For example, for columns that contain numerical data, an additional dropdown list will appear to enable you to select an operator to filter your data with. Setting number of entries per page To help view a set of data in your table comfortably, you can set the number of rows a table should show per page.

41 41 Viewing specific columns Show or hide specific columns in your table to help you compare the data that is relevant for you. Exporting Tables can be exported into Excel and saved as a CSV format. Click on an icon to save the data in the table into the selected format you wish. Installing the latest flash player The export feature requires the latest Flash Player installed on your machine. Installing it is easy, follow the steps below and you are on your way to exporting your data in no time.

42 42 If you do not have the Flash installed, or if your Flash version is not the latest, you will encounter a message, Install latest flash. Click on the message to get an express installation of the latest Flash Player. Once the installation is done, close your web browser. When you re-open the browser, go back to your dashboard home page and click on the table. You will be able to see the two icon options: Save to.csv and.xls formats. This function is not supported by Internet Explorer.

43 43 Thank You For Using LUCIA BI