lld sample lite

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

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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”

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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:

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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

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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

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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:

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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

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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:

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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:

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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

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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

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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:

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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:

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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

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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

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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

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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

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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

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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

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• 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

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• 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

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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

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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

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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

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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:

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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

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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

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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

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• Borders Yes

• Additional Formatting No

• Grand Total Yes

Mock up: