business analytics enhancements - us foodsusfoods.com/content/dam/usf/businessanalytics/business...
TRANSCRIPT
A Taste of What’s Cooking at US Foods
Business Analytics EnhancementsMarch 2017
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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
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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
r
UP
C C
ode
GTI
N
Cla
ss N
um
ber
Cla
ss D
escr
ipti
on
Cat
ego
ry N
um
ber
Cat
ego
ry D
escr
ipti
on
Gro
up
Nu
mb
er
Gro
up
Des
crip
tio
n
PO
Nu
mb
er
Ord
er N
um
ber
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
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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.
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14A
4B
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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
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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.
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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”.
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5
6
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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.
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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.
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Call the US Foods Website Technical Support at:1-877-583-9659
Need help?