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A Taste of What’s Cooking at US Foods Business Analytics Enhancements March 2017

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Page 1: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

A Taste of What’s Cooking at US Foods

Business Analytics EnhancementsMarch 2017

Page 2: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

1

Enhancement Summary

On March 11, Business Analytics was updated with the following

enhancements:

• Monthly trend report will now have the following options:

• Weekly Trend pivot view

• Division Trend pivot view

• Charts and Graphs Point in Time report now has a Pie Chart option

• New product attributes have been added to most reports:

• Subbed product indicator

• Proprietary product indicator

• UPC Code

• GTIN

• PO Number (Data download and Invoice Detail only)

• Order Number (Data download and Invoice Detail only)

• Option to have class, category and group description and number in

separate fields. Prior to this change the description and number were

in one field making it difficult to use vlookup function for further

analysis

Page 3: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

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Enhancement Summary

New Fields

Report Name New View / New Report Subbed P

roduct

Indic

ato

r

Pro

prie

tary

Pro

duct

Indic

ato

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UP

C C

ode

GTI

N

Cla

ss N

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Cla

ss D

escr

ipti

on

Cat

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um

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Cat

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ry D

escr

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on

Gro

up

Nu

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Gro

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Des

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PO

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Ord

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um

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Monthly Trend ReportsWeekly and Division Pivot View x x x x x x x x x x

Charts and Graphs Point in Time Pie Chart x x x x x x x x x x

Product Usage Reports x x x x x x x x x x

Compliance Reports x x x x x x x x x x

Monthly Trend YOY x x x x x x x x x x

Off Order Guide Report x x x x x x x x x x

Service Level Report x x x x x x x x x

Data Download Report x x x x x x x x x x x x

Invoice History Report x x x x x x x x x x x x

Page 4: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

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Monthly Trend – New - Weekly Trend View

All reports in the Monthly

Trend dashboard now have a

“View By” option to display

purchases by the week.

1. To select the “Week” view,

click on the the “View By”

drop down menu directly

above the report.

2. Click on “Week”.

3. The report view will

automatically change to the

selected view. You do not

need to click “OK”.

4. The column headers will

change to display:A. Year and Week number

B. Date of the first day in the week. For reporting purposes the week begins on Sunday.

2

14A

4B

Page 5: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

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These two new report formats allow users to group

their data by division for additional analysis.

1. Current Purchase Summary report

2. New Purchase Summary by Division

As with all Monthly Trend reports, users can now

select the View By:• Month

• Week

And the data set:• Cases

• Dollars

• Average dollars per case

• % Cases purchased

• % Dollars purchased

• Net weight

Monthly Trend – New - Division View

Two new reports have been added to the Monthly Trend Dashboard for customers who

span multiple divisions:

• Purchase Summary by Division

• Purchase Detail by Division - Sortable

1

2

Page 6: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

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Monthly Trend Dashboard Notes

Download as a pivot table

The two new Monthly Trend reports display as pivot tables. A pivot

table is a report format that allows you to reorganize and summarize

selected columns and rows of data in a spreadsheet.

To maintain the format of the Purchase Summary by Division and

Purchase Detail by Division when downloading, you must select one

of the Excel options.

If you select “Data”, the raw data files will download without the pivot

table formatting.

Page 7: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

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Monthly Trend Dashboard Notes

Change the default time frame

To facilitate the View by Week function, the default time frame for all

reports in the Monthly Trend Dashboard now default to “Last Closed

Month”.

To change the default time frame:

1. Select the desired default time frame.

2. Click “Go” to run the report.

3. When the report appears on the

screen, click on the Page Options

menu in the upper right hand corner.

4. Select Save Current Customization.

5. Enter a meaningful name for the

customization.

6. Click on “Make this my default for this

page”.

7. Click on “OK”.

14

5

6

7

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Charts and Graphs – Class Point In Time – New

Pie Chart format

The Class Point in Time report now has a

Pie Chart format. Users can select this

format by clicking on the “View” option.

The numeric values for purchases,

percent of total and Average $/Case

appear below the charts.

Page 9: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

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Charts and Graphs – Class Point In Time – New

Drill to Category Pie Chart

Users can

1. Click on any Class in the Pie or Bar

chart to…

2. Drill down to the Category detail that

makes up the selected product Class.

1

2

Page 10: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with

Call the US Foods Website Technical Support at:1-877-583-9659

Need help?

Page 11: Business Analytics Enhancements - US Foodsusfoods.com/content/dam/usf/businessanalytics/Business Analytics...1 Enhancement Summary On March 11, Business Analytics was updated with