Functionality

Getting around the Suite and doing the various things we want/need to do.


The Icons

Here are the icons that may appear in the upper right of the page, and what they can be used for.

RunReport Clicking on this will cause this instance of the report, as defined by the unique combination of dropdown selections, to be “run”.  Running a report refreshes the data in the report output.  Once a report has been run and is showing results there is no reason to RE-run it, unless the underlying data has changed.

HideMenu Clicking on this will cause the dropdown selectors to be hidden, thereby granting more space on the screen to display the report/graph.

3DGraphToggle Clicking on this will cause the graph to toggle between a 2D representation and a 3D representation if those options are available in the type of graph being displayed.

DnLdtoExcel Clicking on this will cause the page of data being displayed to be downloaded to your PC in a format that can be displayed in Excel.

SaveFavorite Clicking on this will display a dialog that prompts you for a name for this instance of this report.  Then you can save this named instance to your Saved Favorites list.  To access this named instance go to the menu and navigate through My Views >> My Favorites and select it from the list presented.

RunShopperGroup Clicking on this will cause the report to run in “shopper group” mode, where the report does not re-run in its entirety but instead uses the existing report output to create a list of shopper IDs that is your newly defined shopper group. Click here to learn more about defining shopper groups in a report.

Stoplight Clicking on this will toggle the column color-coding on/off.  Color-coding is set by the report programmer when the report is written.  Color-coding is fairly flexible as to how the colors, color breakpoints, and color breakpoint metrics can be set. Click here to read more about color-coding report output.


The Column Headings

There is some functionality built into the column headings in reports in the Suite.

Columns in General.  If you click on a column heading the column will sort.  If the column was unsorted it will sort in the default sort order defined by the developer; ascending or descending.  If the column was already sorted it will sort in the reverse order to the way it is currently sorted.

Column 1.  The first column heading may have additional functionality.  When the row labels represent a drilldown hierarchy, there will be  4 boxes, labelled 1 to 4, with the column heading.

DrillSample002 Clicking on these will expand the hierarchy to that level of detail. Shown here is the first few rows of a drilldown hierarchy expanded to level 3.

 

 


In the Cells

Depending upon where the cell is located, and icons that may be in the cell, certain functionality is available.

Cells marked with a RunShopperGroup:  These cells represent a count of shoppers, either card IDs or household IDs depending upon your implementation.  If you click on a cell so marked you have the opportunity to include that cell’s shopper list in a saved “Shopper Group”.

Cells in Column 1:  When the cells in column 1, the row labels, are part of a drilldown hierarchy they are marked to expose or hide the next lower level of aggregation.

DrillSample001 Herein

  • “Products” is the column header with a pointer indicating the natural sort of the drilldown.
  • “Total” has a symbol indicating that the next lower level of aggregation has been exposed
  • “Bakery” has a symbol indicating that the next lower level of aggregation is available to be exposed if you click on it.

Tabs

A report may be represented with several tabs for different views.

GridGraphTabs Sometimes the grid and the graph are on the same tab, so no tab is shown.

  • Grid: This is the tabular representation of the data.
  • Graph: This is the graphical representation of the data.  There may be more than one tab for graphs.