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3 Predefined Retail Insights Reports
Retail Home Dashboards
Retail Insights provides a set of pre-built sample tiles and dashboard layouts for Retail Home in order to get a new user started with RI/Retail Home integration. The sample tiles include tile states, filters, layouts, and embedded DV content for a variety of common reporting areas such as sales, inventory, and purchase orders. To import this content into your Retail Home environment, you must go to the Application Navigator Setup, select the RI application row in the table, and click Refresh Seed Data. The application name in the table must be “Retail Insights” as the seed data is linked to that name only. If the application name was changed, then the import process will fail.
Table 3-1 Retail Home Dashboards
| Dashboard Role | Summary |
|---|---|
| INVENTORY_ANALYST_JOB | Dashboard for a user group that primarily cares about inventory levels and movement of stock. |
| IT_BUSINESS_ANALYST_JOB | Dashboard for a user group that wants a broad overview of the current state of their business so they can drill in to focus on different areas needing analysis. |
| LOYALTY_MANAGER_JOB | Dashboard for a user group focused on customer activity, such as loyalty programs and promotions. |
| PRICING_ANALYST_JOB | Dashboard for a user group that cares mainly about the retail value of goods sold relative to costs across the different price points like promotions and clearances. |
Inventory Analyst Dashboard
This dashboard highlights some key reporting areas that may be of interest to an inventory analyst user group. It displays data from Retail Insights in the areas of: inventory on-hand and on-order, inventory comparisons to plan, returns to vendor, recent stock count adjustments, and unavailable inventory levels. The Inventory Movement tile expands to a DV project which provides deeper analysis of inventory levels and movement.
subscribers may use the dashboard tile templates and filter objects as they require use of Analytics Classic. All customers of any RAP solution may use the DV workbooks for any purpose, if the workbook includes metrics available to your RAP solution (for example, the Category Performance DV workbook uses sales and inventory measures which are available to all RAP customers).
The sample objects include:
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Dashboard Tiles – these analyses are provided to demonstrate the various BI tile formats used in Retail Home, and they also feed into the sample dashboard layouts.
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Filters – these pre-defined filter objects can be added to RI analyses that are going to be linked to Retail Home tiles. Setting up filters for RH tiles requires that the RI analysis have an associated filter on it, otherwise the analysis will not refresh when filter values are changed.
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LOVs – these pre-defined filter datasources are provided to enable Retail Home filtering on many different dimensions in RI. You have to specify a datasource in Retail Home filters for it to populate the list-of-values. The LOV in RH and the filter on the RI analysis must have matching values.
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Projects – these DV workbooks are used in the sample Retail Home dashboards, but you are free to copy and repurpose them for your own dashboards and reporting, both in Retail Home and elsewhere.
For more information on creating RI analyses for Retail Home, refer to the Custom Tile State Reports Configuration chapter of the Oracle Retail Home Administration Guide .