Business Intelligence (BI) IntroductionFollow
ON THIS PAGE
Known issues at the time of release
Some basics to get you started with BI
Show the top 25 records (BI Vision only)
Search on dimensions and Multi-select / deselect (BI Vision only)
EXPORT CSV (BI Vision only)
BI Tutorial video
Quick start guide
Zooming in on Graphs
Toggle chart legend on or off
Apply and save filters (BI Vision only)
Drilling into data (BI Vision only)
KPIs and calculations
What is Business Intelligence (BI) and what does Unleashed have to offer?
Business Intelligence or BI is a new module in Unleashed that shows data on your business’ performance. These data are based on your transaction records in Unleashed, namely, Purchases, Inventory, Production, Sales, and Customers. They are aggregated to form key performance indicators or KPIs to show how well the business is doing or areas to improve on.
Why did Unleashed build the BI Module and how can it assist in managing your business?
We listened to customer feedback from a wide variety of customers who were getting value from our reports and enquiries, but there was also a consistent theme where many of you wanted more sophisticated analysis, essentially a business intelligence feature, evolving Unleashed from a system of record to a system of results.
Our strategy is to provide you with a free version of BI called BI Foundation which will provide you with some key KPIs and measures for all 5 context areas, more date selections than the current dashboard, time series charts with period comparisons where applicable, and the ability to zoom in on graphs.
Together with our free BI offering, we also developed a pay-to-use feature called BI Vision which includes more KPIs and also provides users with the ability to select measures, drill through to specific results, and cross-filtering per dimension to really mine your data. With Vision, we also provide you with the option to select your own date range which complements the easy date filter buttons (Month to date; Quarter to date; Year to date; Last month and Last quarter).
Remember, what you can measure you can manage.
How does BI get its data?
The BI Module automatically takes a snapshot of your Unleashed records and performs calculations to generate KPI values. This happens on a regular basis (The timestamp at the top of the BI pages will show when last it was refreshed) and it saves you valuable time as there is no need to export data and import it into 3rd party software.
To ensure your KPIs stay relevant, this snapshot is inspected for record changes (e.g. new Sales Orders, updated Customer records, etc.). The record changes are then processed and summaries are updated. This updates your KPIs based on the changes detected within that inspection timeframe.
Of course, at the time of inspection and processing, there could be transactions that have happened and not accounted for in the batch that’s being processed. Not to worry because they will be included in the next inspection, processed, and calculated accordingly.
Tip: The best time to look at BI is early morning before any transactions are processed in Unleashed.
BI on Trial accounts
All trial accounts of Unleashed will point BI to one shared reporting database to allow trialists to experience BI without the need to load lots of data and transactions first. Data captured on trial accounts will therefore not synchronise to the BI reporting database.
BI on Sandbox accounts
To keep things simple, BI will not be available for Unleashed Sandbox accounts.
We aim to refresh all values and graphs regularly, directly from your Unleashed database, no need to refresh or reload data, and the values are displayed in your organization’s base currency.
We display a date-time stamp at the top of each BI page to indicate the last transaction in Unleashed related to values displayed on the selected BI page, also when the latest data refresh occurred. The "Last transaction date and time" is per context page therefore could be different as the scheduled refresh for the BI Inventory page is every hour for BI Vision subscribers and every 4 hours for Foundation users compared to Purchases, Production, Sales, and Customer which is every hour.
For example, the new Dashboard will display the last transaction across all contexts plus the duration since the last refresh.
Sales; the latest Sales Invoice date:
Customers; the last Customer change.
Inventory, the last stock transaction.
Purchases, the last Purchase Order change.
After the new BI feature has been enabled for your organisation you will have the ability to set permissions per user role to only allow specific users to access and view these BI pages.
Setting up role permission as indicated above, for the Sales role, will hide the BI KPI tiles and side menu for BI Inventory, Production and Purchases for all users linked to this Role.
Known issues at the time of release:
BI pages are not supported when using Internet Explorer. Best to use Google Chrome or Safari (for Apple products).
Some basics of BI to get you started
After permission has been granted the new Business Intelligence Dashboard and Icon on the side menu will be available.
The new BI Dashboard will allow you to easily navigate to the different contexts right from the start when you log in. Use the "Explore more >" link underneath each available KPI tile to navigate to the context page.
Another option is to use the side menu bar to navigate to any of the 5 Business Intelligence pages.
Future development of BI will include more analysis and functions which will be added to each context as additional tabs, allowing you to access features as we develop them.
Look out for the tooltip icon (i) available for most KPIs on the top right-hand corner for more information on the KPI and values displayed.
Easy date filters (Not available on BI Inventory) is a drop-down list at the top right of the page, it will help you to filter the majority of KPIs easily and the date ranges (Current and Prior periods) will display based on your selection. The default selection is Month to date.
PLEASE NOTE: Select a From and To date. When using the custom date range the system will always compare the range you entered with the same date range just for the previous year, eg. select 1/6/2020 to 3/7/2020 will compare this period with 1/5/2019 to 3/7/2019.
Navigating through the BI pages is easy, you can use the side menu bar to select a context. Then when a context has been selected the default page will display BI Foundation for that context. Navigate to Vision (pay-to-use module) by selecting the Vision tab or clicking on the “Explore more >” link available on most KPI tiles.
Data in Grid View
Look out for the hidden (only visible when you hover over the chart) grid view icon available on most of the graphs, this will allow you to view the record displayed in a grid view.
When you select the grid icon the data will display in a pop-up window which allows you to copy and paste the values. Future development will make the export of these values possible.
KPI Values in BI are rounded up so we do not display any decimal spaces, comparing BI with Unleashed Reports will, therefore, have different values.
Show number of Records (BI Vision only):
On dimensions, we have a More Options menu. The top 25 records per dimension will display by default.
You are also able to change this to show top X for the current session, just click in the field, enter the number, and hit the Enter key. The dimension will now show you the list of the top X Salespersons. To reset the view select "SHOW TOP 25" or just refresh the Browser window to reset all dimensions to "SHOW TOP 25".
Selecting [SHOW ALL] from the options will display all the records for the dimension, this potentially could be a lot of records.
Search on dimensions and Multi-select/deselect results (BI Vision only):
You are able to search on dimensions and multi-select/deselect records in BI Vision.
Click on the "More Options" menu on the top right-hand side of a dimension.
Click on the field next to the magnifying glass and start typing your search criteria. After the first 2-3 letters, matching results will display with checkboxes to select some or all results. Make your selection and click on the APPLY FILTERS button to filter and retrieve the results.
This will add these selected values as cross-filters to the top of the page with the KPI values and dimensions updated with your selection.
On the Customers page, the Customer dimension is a table view, under the search option, you can search for a customer by name or customer code. Searching by code will display the customer name in the search result so that you can select the relevant customer.
You can also click on the expand arrow next to the search field to expand the list of options available on the dimension to select from.
On this view, you can multi-select / deselect up to 10 items. If you selected more than 10 items you will receive a warning message
Exclude one or more values.
Click on "Select All" will select all results, then click on the one you want to exclude, say cash, and hit "APPLY FILTERS". This will apply the filters, excluding customer type "cash". (Maximum number of records you can deselect are 10.)
Click on the "Clear all" button to reset the page and filters.
TOP TIP: It is best practice to always clear all filters or selections before applying your next selection. To ensure all filters are cleared, just navigate to any other BI page and back should clear your filters on the page.
Export to CSV (BI Vision only):
You also have the option to Export the data behind the timeline chart and the dimensions.
Click on the "More Options" menu on the top right-hand side of any dimension and select the [EXPORT CSV] option. The data will be downloaded to your PC ready to analyze further or.
For the Timeline charts where we compare two periods, the exported data will be 2 sets of data.
The prior period and the current period. The 1st column will show the dates of the current period, the 2nd will have the value, and the last column the period indicator.
Note: Exporting special characters such as Japanese and Chinese to CSV does not open properly in Excel.
Excel does not automatically using UTF-8 when opening CSV files. To resolve this issue, please do the following after exporting a CSV file:
On a Windows machine:
- Open Excel, click "File > New".
- Click "Data" tab.
- For older versions of Excel:
- Click the "From Text" option. Select the CSV you file want to import.
- Excel will display "Text Import Wizard".
- In step-1 of this wizard:
- Select the "Delimited" radio button.
- In "File origin" field - select "65001 : Unicode (UTF-8)".
- Click "Next >" button.
- In step-2 of this wizard: Select the "Comma" checkbox.
- Click the "Finish" button.
- In the dialog window that appears - click the "OK" button.
- For newer versions of Excel:
- Click "From Text/CSV" option. Select the CSV you file want to import.
- In the next box select: In "File origin" field - select "65001 : Unicode (UTF-8)".
- Click the "Load" button.
Excel will display your CSV file - including non-English characters - properly.
On a Mac:
If you are using Excel 2016 or later, then the above, method 2, will also work on Mac. For older versions, you can select File - Import, and then once you select your CSV you will be able to choose the encoding to use.
BI Tutorial videos:
Quick start guide:
Zooming in on graphs:
The majority of charts can be zoomed into, to do this is easy, just click and hold in the graph, then drag left or right to highlight the area you want to Zoom into.
The zoom-in will happen instantly and a [Reset zoom] button will display. When you click the reset zoom button this will reset to the default view.
Animation of zooming in and reset:
Toggle chart legend on or off
At the bottom of most graphs lookout for the legend which you can click to make them invisible or visible.
Apply and save filters
To select a value to filter on, click on the blue linked label name available on most dimensions not on the Bar in the graph, you can also use the search and select from the more options icon available on the dimensions.
All the dimensions and KPI tiles will update based on the filters you have selected from the dimensions available
Selecting "On Account" as a filter on Customer Type, it will only display the "On Account" selected value on the Custom Type dimension.
The selected account type now has been added as a filter to the top of the page and will display above the KPI tiles. To clear the filter click on the X next to the selected value or click on the Clear all button. The number of filters you can apply is only limited to the number of dimensions to select from.
Selecting more values from other dimensions enables you to cross filter all dimensions to get to specific answers such as:
- What was my Revenue from all my “On Account” customers, for the Date Range, in a specific State/Region, and who was my top Salesperson for this selection?
- Who was my top or lowest-performing Salesperson based on Sales Revenue (or any other KPI) for a selected Product Group per State/Region
- What Products sold the most for a selected Region?
- What was my Sales Revenue, Gross Profit, Number of Sales Orders, and Average Revenue per Order for a Customer who is buying On Account for a specific Product Group in the Period selected?
The figure below shows the filters selected. This shows the values of the Sales KPIs for an On Account Customer, for a selected Product Group, and a selected Product.
The selections and filters applied will be added to the URL (web address) and you can Bookmark (Save) this page for sharing with other users in your organisation who also have access to BI Vision or to have quick access to your favorite filters when you login to your Unleashed account.
Example: I want to quickly view Year to Date sales revenue for a specified product and customer type every time I login to Unleashed without navigating to BI Vision sales, making my selections, and cross filters.
Access the BI Vision Sales page, select "YEAR TO DATE" as the date filter, select Customer Type = On Account, Product Group = Furniture, and Product = Single bed. This selection now will be visible in the web address line of your web browser.
Clicked on the Star to bookmark this page.
TIP: You could create folders for each context (Purchases, Inventory, Production, Sales, and Customers) in your web browser to group these bookmarked pages or if you have multiple Unleashed accounts you can create bookmark folders and subfolders for each account.
Now you can easily navigate back to this page and your selection. Login to Unleashed, go to bookmarks and select this bookmark - the latest YTD sales revenue for this product will be displayed.
Drilling into the Customer dimension
When selecting the Total Sales Revenue KPI measure on the Sales Vision tab, this Customer chart takes the Total Revenue in the Period chosen and divides that total by 5 sets of customers ordered by revenue - called pentiles. The pentiles are calculated using the actual Revenue from the Customers making up that fifth. The chart shows the five groups of Customers (roughly each 20%) comprised of the actual customer’s revenue. The values above the bars are the sum of revenue values in that pentile.
If you have one customer who is the top revenue customer then the graph could be skewed as this 1 customer will be added to the 1st group and the rest of the customers will be grouped into the remaining groups.
When used with the Average Revenue per Order measure the chart must work slightly differently. We cannot add all the Averages in the pentile together to produce a “total” value - so an average is used.
Take the following example: Note the value for the 1. Top Average Revenue per Order (5258.95)
This top pentile is comprised of the following 5 customers.
The total sales revenue for all 5 customers is 26294.77, divided by 5 in the group gives you an average of 5258.95 for the top sales revenue pentile.
These charts are valuable and easy to understand with additive values like sales revenue. They provide a means to segment and group large numbers of Customers and Products into sets. It also provides answers to questions like who are the customers that provide 20% of revenue or the products that provide 20% of the profit.
When selecting a customer type from the left-hand side of the page the customer dimension will expand and display the customers linked to the selected type, effectively removing the pentiles from the Customer dimension. Now the handy zoom-in function on the customer graph will enable you to look at the top and bottom level customers for the selected customer type and updated the values are displayed on the KPI tiles and measure selected.
When you want to identify the top revenue customers for a specific period, clear all filters and select the Customer dimension. This dimension is grouped into 5 Pentiles, click on the blue label of the first 1. Top Revenue customers bar or any other group you want to view.
The top 20% revenue customers will be displayed with an indicator of their revenue. You will also see that there is now a filter on this customer dimension. Please note: this is not linked to the dimension filters at the top of the page. When you reset all filters at the top of the page it will not remove this filter.
Select a Customer from this list by clicking on the blue label containing the Customer’s name will filter all dimensions on that Customer.
This Customer filter will be applied on the page for the selected Customer and all values updated to only show measures related to the Customer selected for the Period selected.
Product Groups and Products bought by this Customer.
The Product dimensions’ behavior is similar to Customers as it is also grouped into more or less 5 equal Pentiles and will display all Products when a specific Product Group is selected from the Product Group dimension.
Below is the view of all Products linked to the Laser Product Group selected.
BI Vision enables you to drill down into dimensions, cross filter on dimensions, and will provide you with insights to understand and manage your business better.