This article shows you, how to integrate and analyze target values in Mapp Intelligence.
For meaningful reporting, the depiction of target values is often crucial. This example shows, how a number of orders per day can be integrated as a target.
Target values can be imported in Mapp Intelligence by using a time category. By doing so, numerical values can be imported up to an hourly basis. For each target, a separate time category has to be used.
In our case, the import is done via an Excel file. Alternatively, other interfaces (e.g. JSON, Datafeed) can be used.
Step 1: Setting up a time category
Time categories can be set up via Mapp Q3 > Configuration > Categories > Time Categories. You choose a name (e.g. "Objective: Qty Orders"), a description, a Category ID (not relevant for data import), the Datatype (always "Figure" for time categories), and the Aggregation (select "Sum").
Step 2: Importing target values
Now you can import target values.
At Mapp Q3 > Configuration > Categories click on the symbol in the right corner of the tab "Time Categories" to display the Import/Export dialogue layer.
In the tab "Export" choose a single day and click on "Export".
Mapp Intelligence allows one data import per hour. Thus, the Excel file shows all hours of the chosen day.
In our example, we set one objective for each day. Thus, we have to provide the daily value for one hour of the day. In our example, we use the hour 0 for doing so.
We adjust the Excel file by amending all days (with the hour 00), for which we want to import data and set each daily objective in column B.
An example file can be found at the end of this article.
Please note: It is also possible to upload data for days, that lie in the future.
Afterward, the updated Excel file can be imported via "Import".
Please note, that it usually takes about one hour until the import is processed.
Step 3: Setting up a custom formula
As a next step, we set up a formula, that compared target and current status.
For doing so, click on Mapp Intelligence > Custom Figures > Custom Formulas > Create Formula and define the following formula:
Please make sure to import target values for all desired analysis time periods. If no target values exist, the result of this calculation is "0", which can lead to misunderstandings.
Step 4: Analysis
The imported target values (time category "Objective: Qty Orders") and the formula "Objective Achievement % Qty Orders", which we created in step 3, can now be used in any desired analyses.
An example for the use in the days analysis:
Please note, that we imported objectives on a daily basis for this example. As a consequence, the analysis of objective achievement does not make sense on an hourly or minute basis.
Excel file: Example Import Objective Orders.xls