Sainsbury's Insights platform: Create a Report

Summary

This 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

00:00

📊 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.

05:01

🔍 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.

10:03

🍪 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.

15:05

🕒 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.

20:07

📍 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.

Keywords

💡Creator Report Function

The creator report function allows users to generate various types of reports on the platform. It is central to the video as it teaches users how to navigate and use this feature to track performance and customer behavior. The video demonstrates how to access this function and create a key measures report.

💡Nectar and Pound Icons

These icons indicate the data sets used in a report. The Nectar icon represents Nectar card transaction data, while the Pound icon refers to non-Nectar card transaction data. The presence of both icons means the report uses both data types. This distinction is important for understanding the type of customer behavior being analyzed.

💡Key Measures Report

A key measures report is a type of report generated to analyze the performance of selected products over a specific time period. In the video, the creation of a key measures report is used as an example to explain how to select product dimensions and other relevant details, such as comparing product performance.

💡Product Dimension

The product dimension refers to the selection of products or product categories that a report will focus on. The video explains how to search for specific products, use the product hierarchy, and create product groups for comparison. It is essential for generating reports that provide insights into product performance.

💡SKU (Stock Keeping Unit)

SKU refers to a unique identifier for each product in the system. In the video, SKUs are used to select specific products for the report. Users can search for or drill down to SKUs when building product groups. This concept is crucial for selecting precise data sets in reports.

💡Hierarchy

Hierarchy refers to the product categorization system used in the platform. It allows users to navigate through categories and subcategories to find specific products. In the video, users are shown how to drill down into this hierarchy to find relevant SKUs or categories for their reports, illustrating how data is organized.

💡Time Dimension

The time dimension specifies the date range for the report data. Users can select a specific number of weeks or use a calendar view to define the time frame. In the video, the user selects a 12-week time range for analyzing cookie sales, emphasizing how time periods are crucial for tracking performance trends.

💡Location Dimension

The location dimension allows users to refine reports by store type or region. Users can choose to include data from specific store formats (e.g., convenience, online, superstores) or geographic areas. This feature is demonstrated in the video when selecting stores to compare cookie sales across different store types.

💡Transaction Dimension

The transaction dimension defines which types of transactions are included in the report, such as those involving promotions or Nectar cardholders. In the video, users are shown how they can include or exclude certain transaction types, enabling deeper analysis of purchasing behavior.

💡Universe

Universe refers to a comparative group of products or categories that can be included in a report for comparison purposes. In the video, the user adds a 'universe' of biscuit categories to compare digestive biscuit sales with other biscuit types. This feature helps broaden the scope of data analysis.

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