Sainsbury's Insights platform: Create a Report
Summary
TLDRThis video tutorial explains how to use the Sainsbury's Insights platform to create a key measures report. It walks through selecting report types, defining product dimensions, time frames, and location groups. Users can filter reports based on specific product categories, SKUs, and store types, while comparing data across multiple time periods. The video also covers how to manage transaction filters and schedule reports. The tutorial emphasizes key features like product hierarchies, SKU search, and customization of reports for more effective business analysis.
Takeaways
- 📊 The creator report function allows users to generate various reports by selecting the appropriate report tile, with visibility depending on the user's license terms.
- 🔍 Reports are categorized into modules such as tracking performance, customer behavior, and promotions.
- 🛠️ The key measures report requires selecting product and time dimensions, and users can refine data by location or transaction.
- 📦 Product selection can be done via a search bar or by drilling down into the product hierarchy, with multiple grouping options like single or separate groups.
- 🔄 Users can switch between product views such as brand, manufacturer, or product type, but cannot combine products from different views.
- 🗓️ The time dimension defaults to the most recent data point and allows for specifying custom date ranges or setting weekly, daily, or other splits.
- 🏬 Location options include store formats, regions, and specific stores, with the option to group or separate data by store type.
- 🛒 The transaction dimension allows filtering by transactions with or without promotions or nectar card usage, with automatic filtering applied based on user access.
- 💾 Users can save selected dimensions for future use and set up automatic reruns of reports at defined intervals.
- 📝 After selecting all dimensions, users can run the report, name it appropriately, and track its progress in the 'My Reports' section.
Q & A
What is the purpose of the Creator Report function in the platform?
-The Creator Report function allows users to generate various types of reports, such as tracking performance, understanding customer behavior, or promotions, based on the data available in their Nectar 360 license.
How do you identify which data sets a report uses?
-The data sets are indicated by icons on the report tiles: the Nectar icon represents Nectar card transactions, and the Pound icon represents non-Nectar card transactions. If both icons appear, the report pulls data from both transaction types.
What are the methods to select products for a report?
-You can select products by typing the product name, SKU, or product type in the search bar, or by drilling down into the product hierarchy. Once selected, products are added to the middle column for further action.
How can you group selected products in the report?
-Selected products can be grouped in two ways: as a single group, which combines data for all selected products, or as separate groups, which displays data for each product individually in the report.
What is the purpose of the Universe option when selecting products?
-The Universe option is for comparative purposes. It allows you to compare specific products or categories, such as comparing Digestive biscuits to the entire biscuit category, by adding a broader category as the Universe.
How can the product selection be customized further based on different views?
-You can customize the product selection by changing the product view in the drop-down menu to Smart (default), Operational (grouped by business units like Ambient, Chilled, etc.), Brand (grouped by brand), or Manufacturer (grouped by manufacturer).
What is the significance of the time dimension in report creation?
-The time dimension allows users to specify the time range for the report. Users can choose a specific number of weeks or select start and end dates. Data can also be split by days or weeks for more detailed analysis.
How can users refine their reports based on store location?
-Users can refine reports by selecting store formats (e.g., convenience stores, online, petrol stations), regions (e.g., England, Scotland), or specific stores. They can also choose whether to consolidate all locations as a single group or display them as separate groups.
What role does the transaction dimension play in report creation?
-The transaction dimension allows users to filter reports based on transaction types, such as whether promotions were included or whether transactions were made with a Nectar card. Some reports are limited to Nectar data, depending on user access.
What options are available to schedule or save report parameters?
-Users can save selected parameters for future use by clicking the disk icon. Additionally, reports can be scheduled to run automatically at specified intervals by selecting the schedule button.
Outlines
📊 Navigating the Creator Report Function
This section introduces how to use the creator report function, guiding users through selecting the appropriate report tile based on their role (such as a supplier). It explains the report types grouped into modules for performance tracking and customer behavior. The process begins with selecting a report tile, identifying the data sources (Nectar card transactions or non-Nectar transactions), and using visual indicators to understand which data sets are used. Users can access additional training videos for different reports and return to the home page for further navigation.
🔍 Product Selection for Reports
This paragraph details the product selection process for creating a report, particularly focusing on selecting specific products or categories. Users can search for products by name or SKU and add them to their product groups. Hierarchy bars help organize products by category and subcategory, with options to drill down into specific product levels. The paragraph also describes how to add entire categories or subcategories and how to handle incorrect selections. There are helpful icons and a pop-up system that guide users on consolidating selections.
🍪 Comparing Products in Reports
The focus here is on comparing product groups, specifically using the example of comparing chocolate cookies against non-chocolate cookies. Users can search or drill into product hierarchies, selecting SKUs of interest. Once selected, users can group the products and rename them for easier report labeling. The process is explained step by step, including options for adding SKUs as a single group or as separate groups and the ability to remove or edit selections if needed.
🕒 Time Dimension and Customization
This section introduces the time dimension in report creation, explaining how users can select time periods for their data, either by choosing specific dates or by specifying a time range. The default is the most recent 108 weeks of data, but users can adjust this based on preferences like calendar year or Sainsbury's financial year. Options for splitting the data by week or day and advanced settings like year-on-year comparisons are also covered. The system allows flexibility in how the data is displayed, with prompts to confirm the selected time dimension.
📍 Specifying Location in Reports
Users are guided on how to choose locations for their report by specifying store formats (e.g., convenience stores, online, petrol stations). The report allows the inclusion of specific regions or individual stores, with the option to filter stores by type or region. The selection of multiple store types can be consolidated or separated into different groups. This section also explains how to edit or remove location selections, showing an intuitive interface with visual indicators for user clarity.
📦 Transaction Dimension and Report Finalization
The final section introduces the transaction dimension, allowing users to drill into transactions based on promotions or customer use of Nectar cards. Suppliers with limited data access will see only Nectar transactions. The section also covers report scheduling and saving parameter setups for future use. Users can run the report immediately or schedule it for later. After the report is named and submitted, it will appear in the 'My Reports' section, where users can monitor its progress and review the data once ready.
Mindmap
Keywords
💡Creator Report Function
💡Nectar and Pound Icons
💡Key Measures Report
💡Product Dimension
💡SKU (Stock Keeping Unit)
💡Hierarchy
💡Time Dimension
💡Location Dimension
💡Transaction Dimension
💡Universe
Highlights
Users can create different types of reports depending on their role (e.g., supplier) and the available data sets.
The report tiles are grouped into modules, providing insights such as tracking performance, understanding customer behavior, and analyzing promotions.
Nectar and pound icons on report tiles indicate the types of data sets being used: nectar card transactions and non-nectar card transactions.
Users can utilize a search bar to quickly find specific products by name, SKU, or product type.
Product hierarchies can be expanded to browse categories and subcategories, making it easier to find relevant SKUs.
Products can be grouped as a 'single group' to combine their data or as 'separate groups' to compare data between selections.
The 'universe' option allows users to compare a selected product group against a larger category or subcategory.
Reports can be customized by grouping products by views such as brand, manufacturer, or operational type.
Users can compare sales performance of products by adding them as product groups in the report builder.
The time dimension allows users to specify data for a selected time range, up to 108 weeks of data available.
The 'year-on-year' and 'pre vs. post' options allow users to compare time periods within reports.
Reports can be split by time increments, such as daily or weekly, for more granular insights.
The location dimension allows users to filter data by store formats (e.g., convenience stores, online, superstores) or regions.
Users can save their report setup (product, time, location dimensions) for future use, allowing for easier report creation.
Reports can be scheduled to run at regular intervals, with users notified once the report is ready for review.
Transcripts
to use the creator report function
select this icon from your home page
this one here on the left
beneath the welcome message you'll now
need to select the tile of the report
type that you're wanting to create now
that if you're a supplier you'll only
see the tiles of those reports that have
been agreed in your neck they're 360
license terms the reports are grouped
into modules of those which generates
similar types of insight such as
tracking performance understanding
customer behavior or promotions for
example in this demonstration we're
going to take a look at how to create a
key measures report remember you can
select the question mark at the top
right corner of a report tile through a
reminder of the insight data it can
provide the nectar and pound sign icons
on the tiles are telling me what data
sets each report uses the nectar icon
means nectar card transactions the pound
icon means nan nectar card transactions
if it has both icons
it means the report pulls both
transaction data sets
if you need guidance on creating any of
the other reports you can watch their
respective training videos when you're
in the platform just select the cross
here to go back to your home page and
the links down here at the bottom
explore Sainsbury's insights platform
training okay
so let's create my key measures report
I'll select create a report to return to
the report tile page and I want a key
measures report so let's select this
tile this one here okay all the ports
follow a similar build process for most
of them you just need to select the
product untime dimensions that you want
to focus on plus any optional cuts of
location or transaction you can switch
between the different dimensions by
selecting them over here on the right by
default you'll always start on the
product dimension after you select a
report tile
I've got a few different ways to select
the products I'm interested in if I know
the specific product name its SKU or
type of product I can just type it into
the search bar here let's say that I
wanted to find out about digestive
biscuit sales I typed by Jess lives in
the search bar and as I type any matches
the platform finds will show up in a
drop-down list and then I can select the
product from there once I select
something it automatically expands the
hierarchy below to show me which
categories and subcategories contain the
products that match my search term these
are indicated by the orange eye icon
here at the end of the hierarchy bars
it's also added the product I chose from
the search bar drop-down list to the
middle column over here ready for me to
add to my product group if I wanted it
included
if I want to remove SKUs from the middle
column I just select the eye icon in its
category title bar if I don't pick a
match from the search bar drop-down as I
type I can press ENTER to submit my
search term the category hierarchies now
expand the show each category that
contains a product matching my search
term and all the SKUs within those
categories that match the search term
are then automatically shown in the
middle SKU column - another way to find
the products is to drill down into the
product hierarchy here if you use the
search bar you'll need to clear that
first otherwise the categories you see
will only be those containing the search
for product just select the cross on the
search bar or use backspace to delete
the words
you'll see that's cleared the skews from
the middle column to to drill down the
hierarchy just select the arrow on the
left of the bar to expand the category
and its subcategory bars will now show
I can keep drilling down for the lowest
tier of subcategories if I expand in the
bass using the arrow to see the SKUs
that sit within each category and
subcategory just select the eye icon at
the end of the bar an excuse will show
in the middle column if you've selected
a big category it might take a few
moments before they appear using the
hierarchy I can add entire categories
and subcategories as my product groups
by selecting the relevant bar
notice the green tick shows to indicate
what I've selected one thing to know if
you're a supplier is that you'll only be
able to select the category levels that
you've access to as product groups if
you supply cheese for example you
wouldn't be able to select the entire
dairy category there's now also a pop up
at the bottom asking whether I want to
add my selected category as a single
group which means that my report would
show a sum total of all the selections
made as one group or as separate groups
which would show each selection
separately on my report next to the
single and separate group buttons here
there's also a button called universe
universe is optional it's for
comparative purposes in some reports if
I wanted to see how digesters performed
against the entire biscuit category or a
specific biscuits subcategory for
example I'd select the category or
subcategory from the hierarchy and add
it as my universe alongside my single or
separate digestive product groups
alternatively rather than adding an
entire category or subcategory I can
drill down the hierarchy to find and add
specific product SKUs just select the I
icon at the end of the relevant category
or subcategory bar the show all excuse
in the middle column and scroll through
those to find the products I want and
select them from there and again now
I've selected a SKU the pop ups back
asking whether I want to add them as a
single or separate groups or as a
universe finally up here I can use the
drop-down menu to change how products
are listed when I'm searching Smart is
the default view and shows products
grouped by how they're set up on
Sainsbury's systems operational
organizes them by business unit ambient
chilled frozen home and leisure so on
Brande organizes the categories
hierarchy by brand so all McVitie SKUs
are grouped together or foxes are
together and so on within those you can
also drill into the groups and select
subsets or individual SKUs in the same
way and manufacture it is the same but
grouping SKUs by manufacturer rather
than brand one thing to point out you
can't combine products from different
views as one selection group
okay so that's the product selection
page
let us choose some SKUs for Mikey
measure report now I want to compare how
our own label chocolate cookies are
performing against the non chocolate
variants so remember I can search for
these specific SKUs by typing the
product name in the search box or I can
drill down the hierarchy to find and add
them from there I'm going to use the
hierarchy to find them so let's start
expanding the category bars by selecting
the arrows I know the excuse it within
the bu grocery category so let's expand
that first I'm there in the CM impulse
food category so let's expand that one
within here that under the buyer biscuit
subcategory so let's expand this I make
cookies so let's expand the cookies
subcategory now it's specific cookie
SKUs that I'm looking for and own label
so they'll be in the jas cookies
subcategory let's lick the eye icon at
the end of the J's cookies hierarchy bar
to show all its individual SKUs in the
middle column okay so I'm interested in
seeing how the chocolate variants
compared to the non chocolate cookies so
let's find the chocolate SKUs in the
middle column it's the smaller sizes I'm
interested in these two here
jst Aqil --it chunk cookies 200 grams
and the jst Aqil --it chip cookies 250
grams let's go ahead and select those
two SKUs and there's the pop up asking
how I want to add them I'm wanting to
compare the chocolate variants
performance against the non chocolate
cookies so I want my two SKUs added as a
single group to combine their data so
let's choose single
we can see that these two SKUs have been
added to my product dimension as one
single group for easier viewing on my
reports I'm gonna change my added
product group name to chocolate cookies
just mouse over the group in the
selection panel here on the right select
the pen icon will show on the left of
its bar and type in what you want to
call the product group you don't have to
rename the group sometimes it's just
sensible to do so the short and how the
data will be labeled on the report okay
so I want to compare these two SKUs
against the non chocolate variants so I
need to add those SKUs to my product
selection to they're in the same
subcategory so I can see the SKUs in the
middle column still from when I search
for the chocolate variants so let's
repeat that process and those SKUs and
again I want the two SKUs consolidated
into one on my report so I'll choose
single group I'll rename that Prada
group for simpler labeling on my report
let's call it non chocolate cookies
okay so that's my product group selected
and added to my selection panel I didn't
need to go down to SKU level if I wanted
to compare the chocolate variance
against all other cookies I could just
add the entire j/s cookie sub category
from the hierarchy bar by selecting it
and adding it as a single group if I
change my mind or realize that I've
added the wrong products to my product
selection panel I can remove them by
selecting the rubbish bin icon on the
relevant product mouse over the product
group in the selection panel and you'll
see the rubbish bin icon here select it
and the group will be removed but I want
both of these groups in my report so
I'll leave them as selected also the
orange circles with numbers that we can
see here are telling me how many
individual SKUs in my selected group I
chose two SKUs in each group and it's
confirming that each contains two
the green circle appear over the product
selection group panel icon tells me I
have two product groups selected and
added at the moment if I want to add
further groups to my product selection
panel just search and select them as
we've just done making sure that we add
them across by selecting a single or
separate group button on the pop-up but
I'm happy with my selected prada groups
now so let's move on to the next
dimension that I need to define time
I'll need to select the time dimension
icon to switch to that screen the
platform holds the past one hundred and
eight weeks of data which is refreshed
up to the most recent Saturday and the
calendar here defaults to the most
recent data point I can also switch
between display in the calendar as a
calendar year always the st. Swiss
financial year by selecting my
preference here account the year suits
me right now so I'll keep this set
when you create any report you'll always
need to specify the time dimension that
you're interested in there are two ways
that you can do this first if you're
interested in a time period up to the
most recent data points the last
Saturday you can use the up and down
arrows here in the time range box to
specify how many weeks Sundays you want
to go back to alternatively you can just
select the number box and type this in
rather than using the clicker errors I'm
interested in the past twelve weeks of
data so I'll specify twelve weeks for my
cookies key measures report the other
way to choose your time dimension is to
select the from and to dates by clicking
them in the calendar you can see it
automatically done this for me when I
entered twelve weeks in the time range
clicker box you can also set your time
period using a combination of both
methods which is useful if you
interested in long time periods just
choose the two dates and then specify
how many weeks back using the time range
box
the additional options box here provides
another cup of options that you can
apply to your specified time range pre
versus post selecting nests will also
add the same length time period before
the one you've selected to your time
dimension year-on-year will at the same
time period that you've selected but
from the previous year so you can
compare last year against this year I
just want the past twelve weeks for my
report so I'll leave these unchecked
just as it did when we selected our
products once you specify a time range
the pop-up will show at the bottom again
prompting you to choose how you want to
add the day segment a single group where
the data will be shown on the report as
a single sum total for your specified
date range or a split time which allows
you to split the data across defined
increments within your specified time
range by days or weeks just use the
split you want and use the clicker box
arrows or type indirectly to specify how
many days or weeks that you want the
data grouped by I'd like my key measures
report to show me the data by week
across my 12-week time frame so I'm
gonna select split time choose weekly
and one week per group now select the
orange split button here to confirm my
choices
and my time dimension has now been added
to the time selection panel on the right
split by week across the past 12 weeks
for a key measures report you only need
products and time selective to be able
to run the report so the orange run
report button here is now selectable
before I run my report let's have a
quick look at the other dimensions that
can be specified in report builder these
are location customer and transaction
just select the icons above the
selection panel here to switch to those
respective pages customer is a future
edition that's due to be added to the
platform however you can refine reports
to specific customer groups using the
follow on feature which is covered in
the follow on reporting video let's take
a quick look at the location dimension
now you've got few options when
specifying the location dimension
the default view here is the tier option
which lets you specify the store formats
you're interested in convenience stores
online which includes click and Collect
on delivery petrol stations restaurants
switches sales data from Sainsbury's
cafes super stores and unknown unknown
tends to include stores that have just
opened and haven't yet been classified
temporary stores or stores that have
been closed super store data does not
include online sales even though for
most instances online is picked by
colleagues in stores we have it listed
as its own store type as those sales
come from our online transactions not
those in our stores you can also choose
to pull the data by region
Northern Ireland England Scotland Wales
and unknown down here you've got the
option to look at like-for-like data
which means it'll only include stores
that have traded for the entire duration
of the time periods we selected
alternatively if you're interested in
the performance data of specific stores
just select the stores button at the top
here
switch to the store ListView and can you
scroll through a list of all stores in
which they grouped by store type but not
alphabetically or you can use the search
box to type in the name of the store
you're interested in let's say I wanted
to see how my cookies were selling in
the more town store as I type the store
name in the store list will filter to
show the matches and I can select the
store from there
you can also filter the full store list
on your search box type results by store
type and region by selecting the filter
icon here and using the two drop-down
menus that then show for my cookies key
measure of poor I'm interested in the
performance inconvenience online and
super stores so let's add those to my
location selection panel now well let's
go back to the tier view and then select
convenience online and superstores from
the type section and just as we saw when
looking at the products and time
dimensions selecting those stores has
added a green tick so I can see what's
been selected and the pop up at the
bottom is prompting me to choose how I
want these grouping on my report single
group which would consolidate all the
data from those three store types as one
set of data or separate groups which
will keep each store type data presented
separately in the reports I want to see
the performance by each Thor type so I'm
going to select separate groups and
there we go those store types are now
showing in my location selection panel
our separate groups just like before I
can rename them or remove them by
mousing over the relevant group
selecting the pen icon to rename it or
the bin icon to remove it I want these
in though I'm happy with the naming so
I'll leave these unchanged the orange
dots now show me how many individual
stores fall within each of my location
store type groups okay so that's
everything I now need to run my key
measures report before I do let's just
have a quick look at the transaction
dimension
the transaction dimension allows you to
drill into transactions which include or
exclude promotions or were made with or
without a nectar card some reports like
all of those in customer module are only
ever one on neck the data for the rest
you can choose to limit the output to
only look at transactions from neck the
customers or select both nectar and non
nectar as separate groups to understand
the split if you're a supplier where you
don't have access to the fully poss data
and nectar filter will be automatically
applied for all reports if you'll be
using the same set of dimensions for any
future reports you can save these to
save you from having to select and then
add them all again next time once
they're all added to your selection
panel for each relevant dimension just
select the disk icon here to save them
watch the using parameters video to take
a closer look at how to use this
functionality you can also setup your
report to automatically rerun using the
same selected segments and dimensions to
a defined frequency to set this up just
like the schedule button here before you
when you report now if you're ready to
run the report you can select the
schedule and Run button to set this up
and start the report running or if
you're not yet ready select schedule to
set it up and return to the dimension
selection screen
I don't want my key measures report
scheduling so I'll just close this box
off and select them across okay as I
don't need any transaction segments
adding for my key measures rapport let's
run it select the orange run report
button here to get this submitted you'll
now be prompted to give your report a
name you can't edit this later so choose
something sensible that tells you what
the report data is click into the text
box and type in a name for your report
I'll call this one cookies km if I had
more reports I wanted to create while
this one was running I'd select submit
and run new report to get this one
underway and return to create a report
but I don't need to right now so let's
select submit and go to my reports I am
now taken to the my report section you
can see my newly submitted report is at
the top in the unopened report section
the animated orange dots on the rides
and it's greyed out name indicate that
it's still running and not yet ready for
me to open it once my reports ready the
orange dots will clear and change to a
document icon and the name text will
turn black once it's ready select it
from the list and it will open up and
you're all set to start reviewing the
data
you
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