us foods online business analytics user’s guide · us foods online - business analytics -...

US Foods Online Business Analytics User’s Guide Version 12c

US Foods Online - Business Analytics - User’s Guide

For the exclusive use of US Foods employees of 27

Table of Contents BUSINESS ANALYTICS OVERVIEW .................................................................................................................... 3

RUNNING REPORTS ............................................................................................................................................. 4

USE REPORT FILTERS TO CUSTOMIZE REPORTS .......................................................................................... 6

WHAT ARE REPORT FILTERS? ................................................................................................................................ 6 Select the date range ..................................................................................................................................... 7

Run by predetermined time frame .............................................................................................................................. 7 Run by selected months ............................................................................................................................................. 8 Run by calendar dates ................................................................................................................................................ 9

Date selection error codes ........................................................................................................................... 10 SELECT BY CUSTOMER ATTRIBUTES ..................................................................................................................... 11 SELECT BY PRODUCT ATTRIBUTES ........................................................................................................................ 13

USE COLUMN SELECTORS TO FURTHER CUSTOMIZE REPORTS .............................................................. 15

WHAT ARE COLUMN SELECTORS? ........................................................................................................................ 15

SAVE SELECTIONS AS A CUSTOMIZED REPORT VIEW ............................................................................... 16

AVAILABLE DASHBOARDS AND REPORTS ................................................................................................... 17

DASHBOARD/REPORT: DATA DOWNLOAD ............................................................................................................. 17 DASHBOARD/REPORT: INVOICE HISTORY AND DETAIL ........................................................................................... 19 DASHBOARD: MONTHLY TREND ........................................................................................................................... 20

View by Week ............................................................................................................................................... 20 Report: Purchase Summary by Division ...................................................................................................... 21

DASHBOARD: PRODUCT USAGE ........................................................................................................................... 22 Report: Purchase Detail Descending Dollar ................................................................................................. 22 Report: Purchase Detail Subtotal ................................................................................................................. 23 Report: Purchase Summary ......................................................................................................................... 24

CUSTOMER PRODUCT MANAGEMENT (CPM) DASHBOARDS AND REPORTS .......................................... 25

APPENDIX ............................................................................................................................................................ 26

TERMINOLOGY .................................................................................................................................................... 26 ADDITIONAL NAVIGATION FEATURES .................................................................................................................... 27

On-Demand column sorting ......................................................................................................................... 27 Moving columns within a report .................................................................................................................... 27 Keeping/Removing columns ......................................................................................................................... 27 Hiding columns ............................................................................................................................................. 27 Including/Excluding columns ........................................................................................................................ 27 Showing/Hiding subtotals and grand totals .................................................................................................. 27 Creating custom groups of columns ............................................................................................................. 27 Creating Calculations ................................................................................................................................... 27



Business Analytics Overview Business Analytics from US Foods is a powerful, on-time and personalized reporting platform that gives users the information needed to make informed decisions. Business Analytics is based on Oracle’s Business Intelligence Enterprise Edition. This powerful platform puts the user in control of easy-to-generate reports that support the users need to access purchase history, product usage, contract utilization and much more. With Business Analytics users can:

• Understand spending trends

• Access data for prior day, week, month or year usage

• Analyze product usage and contract utilization,

• View invoice history and purchase details

• View purchase data within 24 hours of delivery

• Customize reports and save for easy access On time reports for on target decisions!

• Personalize — Manipulate data and build reports that make sense for your business

• Trends — Track core metrics and key indicators for more informed decisions

• Timely — All reports update nightly for access to more timely data

• Utilization — View contract utilization overall and by location

• Fast — Save time with dashboards, one-click reporting, savable filters and the industry’s leading reporting platform

• Download — Into Excel, PowerPoint or data files



Running Reports

1. Sign on to USFoods.com and click on My Business and then on Reports.

2. You may land on a page that gives you additional reporting options. From here, click

on Business Analytics. 3. You will land directly on the Business Analytics Welcome Page. Click on the desired

report group from the Dashboard or...

4. Select it from the main Welcome Page.



5. Once the Dashboard is selected, the system will begin to pull the data for the selected Dashboard’s default report. In this example the Purchase Detail Descending Dollar report is the default report.

6. Since there are no filters selected, the report will return data for all customer numbers attached to the user ID. (See page 6 – Using Filters to Customize Reports)

7. The date range is automatically filled in depending upon the report. For Product Usage reporting, the default date is the Last Closed Week. (See page 7 – Selecting a Date Range).

8. You’ll know the report is running when you see the clock with the hour hand spinning.



Use report filters to customize reports

What are report filters?

• Filters allow the users to select or limit the data that is brought back based on: A. Date range B. Customer Attributes C. Product Attributes

• If no filters are selected all of the data will be brought back for all of the customer numbers attached to the user ID.



Select the date range

The date range filters are unique in that only one can be selected at a time.

Run by predetermined time frame

1. To run a report by a predetermined time frame:

A. Select one of the desired time frames. The options are: 1) (No selection) 2) Last Closed Week 3) Last Closed Month 4) Last Closed Quarter 5) Last Closed 3 Months 6) Last Closed 6 Months 7) Year to Date

2. Make sure that the “Start Month” and “End Month” are set to “No Selection” and the calendar dates are blank.

3. Click “Go” to run the report with the new date selection.

The date range is the date range for the “Ship Date”. In most instances, the ship date equals the invoice date. When selecting by Time Frame, the following guidelines apply:

• Last closed week – Week starts on Sunday and ends on Saturday

• Last closed month – Month starts on the first day of the month and ends on the last day of the month

• Last closed quarter – Quarter starts on the first day of the first month of the quarter and ends on the last day of the last month in the quarter

• All other date ranges start first day of the first month of the date range and ends on the last day of the last month in the date range

• Year to date – Starts on January 1 through the prior day.

A 2 3



Run by selected months

1. To run a report by selected months, select:

A. Start Month B. End Month

Note: Users can select all available months. The system keeps the prior 2 years plus the current year.

2. Make sure that the Time Frame is set to “No Selection” or and the calendar dates are blank.

3. Click “Go” to run the report with the new date selection.

The date range is the date range for the “Ship Date”. In most instances, the ship date equals the invoice date. When selecting by month, the month is a calendar month. This means the time frame starts on the first day of the month and ends on the last day of the month.

1 2 2 3



Run by calendar dates

1. To run a report by selected calendar dates, enter or select:

A. Start Date B. End Date

Note: Users are limited to a date range of 90 days when using this option. This is not a limitation when selecting by time frame or months.

2. Make sure all other options are set to “No Selection”. 3. Click “Go” to run the report with the new date selection.

The date range is the date range for the “Ship Date”. In most instances, the ship date equals the invoice date.

1 2 3



Date selection error codes

If you have more than one date range filter selected, you will see the following error message:

When selecting a date range by Calendar Date, you are limited to a date range that spans 90 days. If you exceed 90 days, you will see the following message:



Select by customer attributes

Customer attributes include the following:

• Customer Name

• Customer Number

• Division

• Multiunit Name (for National Sales only) When selecting by customer attributes, users have the option to select by drop down lists or to cut and paste selections. To select by drop down lists:

1. Click on the down arrow button to open up the filter.

2. A list will appear displaying many of the data elements available for that prompt.

3. To search for values or more easily select a large number of values, click on the “Search…” text.

A. The resulting box enables searching for values, selection of multiple values at a time.

B. The prompt will only display 256 values at one time. In order to view additional values, click the “More…” button.

4. To move a value into the selection box, double click on it.

5. It will move to the “Selected” box on the right OR…

6. After highlighting the selection, click on the “Move” arrow to move it to the “Selected” box.

7. Clicking on the “Move All” arrow will move all data elements listed in the left box to the “Selected” box on the right.

8. To remove a data element from the selection box, double click on it. It will return to the box on the left OR…

9. After highlighting the selection, click on the “Remove” arrow to move it back to the selection box.

10. Clicking on the “Remove All” arrow will move all accounts listed in the selection box back to the box on the left. Values can be edited or pasted into the selection box from a spreadsheet or file.

11. To manually edit or enter values, click on the “Edit” pencil icon. The “Edit” box opens.

12. Edit the values, type in new values, OR copy and paste a list of values into the “Edit” box.

13. Click “OK” when finished.



14. When all selections are complete, click on “OK” to save the selections and return to the main screen.

15. To generate the report with the new filters, click on “Go”.

16. You’ll know the report is running when you see the clock with the hour hand spinning. At the bottom of the report, you’ll see the filters that generated the report. In this example, the report is filtered by 13 customers and the new date range filter is “Last Closed 6 Months”. When you print the report or download it to Excel, the selections will also display so you’ll know what selections generated the report.



Select by product attributes

Product attributes include the following:

• Customer Name

• Customer Number

• Division

• Multiunit Name (for National Sales only) When selecting by customer attributes, users have the option to select by drop down lists or to cut and paste selections. To select by drop down lists:

1. Click on the down arrow button to open up the filter.

2. A list will appear displaying many of the data elements available for that prompt.

3. To search for values or more easily select a large number of values, click on the “Search…” text.

C. The resulting box enables searching for values, selection of multiple values at a time.

D. The prompt will only display 256 values at one time. In order to view additional values, click the “More…” button.

4. To move a value into the selection box, double click on it.

5. It will move to the “Selected” box on the right OR…

6. After highlighting the selection, click on the “Move” arrow to move it to the “Selected” box.

7. Clicking on the “Move All” arrow will move all data elements listed in the left box to the “Selected” box on the right.

8. To remove a data element from the selection box, double click on it. It will return to the box on the left OR…

9. After highlighting the selection, click on the “Remove” arrow to move it back to the selection box.

10. Clicking on the “Remove All” arrow will move all accounts listed in the selection box back to the box on the left. Values can be edited or pasted into the selection box from a spreadsheet or file.

11. To manually edit or enter values, click on the “Edit” pencil icon. The “Edit” box opens.

12. Edit the values, type in new values, OR copy and paste a list of values into the “Edit” box.

13. Click “OK” when finished.



14. When all selections are complete, click on “OK” to save the selections and return to the main screen.

15. To generate the report with the new filters, click on “Go”.

16. You’ll know the report is running when you see the clock with the hour hand spinning. At the bottom of the report, you’ll see the filters that generated the report. In this example, the report is filtered by 13 customers and the new date range filter is “Last Closed 6 Months”. When you print the report or download it to Excel, the selections will also display so you’ll know what selections generated the report.



Use column selectors to further customize reports

What are column selectors?

Column selectors allow you to add additional data fields after a report is run. Depending upon the report, you can choose from:

A. Time Attributes – Add Calendar Year Month Name for all data B. Customer Attributes – Add Multi Unit, Division, or Customer Name (Number) C. Product Attributes – Add Class, Category, Group, Brand Type, Proprietary

Product, Catch Weight Indicator, or Product Description.



Save selections as a Customized Report View After filters are selected and a report is run using them, the filters can be saved and named as a Customized Report view. To save filters that have been used to run a report: 1. Select the filters and run the report 2. After the report is generated, click on the Page Options icon.

3. Click “Save Current Customization…” 4. Give the saved customization a meaningful name 5. Click ‘OK’ to save



Available Dashboards and Reports

Dashboard/Report: Data Download

• Gives the user access to all the data elements for all purchases made for the last two

years plus the current year. • This is a great report for those who need line item detail without any subtotals • Use this report to:

Track invoice level information about products purchased on a specific date or by a specific account Track rebates for customers as it contains all elements required by manufacturers (customer, invoice, date, cases, etc.)

• To select the most recent information, enter the desired date range using the Calendar Date fields. Make sure that “Time Frame” and “Start and End Month” values are cleared and show as “No Selection”.

Invoice level data with all data elements



Dashboard/Report: Invoice History and Detail

• The Invoice History Report provides the Invoice information for a requested date

range. • The summary page lists all invoices, credits and debits. • Clicking the invoice number brings up the line item detail.



Dashboard: Monthly Trend

View by Week

All reports in the Monthly Trend dashboard have a “View By” option to display purchases by the week. To use this function:

1. Scroll down to “View by” at the top of the report 2. Select “Week”. 3. The report will expand to show the data by the week. 4. The week number and date will display:

a. The Year and week number will appear in the first row. b. The first day of the week will show in the second row



Report: Purchase Summary by Division

The Monthly Trend by Division reports are for customers who span multiple divisions. These reports allow users to group their data by division for additional analysis.

1. Purchase Summary 2. Purchase Summary by Division

As with all Monthly Trend reports, users can select the View By: • Month • Week

And the data set: • Cases • Dollars • Average dollars per case • % Cases purchased • % Dollars purchased • Net weight



Dashboard: Product Usage

Report: Purchase Detail Descending Dollar

• Quickly pulls descending dollar report for the date range and customers selected. • The report can be easily resorted by cases or total weight shipped. • Use the class, category or group filters to run more specific descending dollar reports

such as beef, dry grocery, etc.



Report: Purchase Detail Subtotal

• This usage report allows the user to subtotal the report by:

Multi Unit Code Division Customer Name Product Hierarchy Brand Type Proprietary Product Catch Weight Indicator

• Optional time, customer and product attributes can be turned on or off

Select attribute to subtotal report by.



Report: Purchase Summary

• The Purchase Summary report allows the user to select the data element they wish to

summarize by: Multi Unit Code Division Customer Name Product Hierarchy Brand Type Proprietary Product Catch Weight Indicator

• Optional time, customer and product attributes can be turned on or off



Customer Product Management (CPM) Dashboards and Reports CPM reports are value added reports and only turned on for approved customers. To turn on CPM reports call the Service Desk with the users US Foods Online user ID. Request CPM reports to be turned on for the user ID. CPM dashboards and reports include the following:

• Dashboard/Report: Contract Item Stock Status

• Dashboard: Order Guide o Report: Off Oder Guide o Report: Order Guide Changes o Report: Order Guide Price vs Invoice Price

• Dashboard: Service Level o Report: Service Level Summary o Report: Service Level Detail o Report: Service Level Short o Report: Service Level Subs



Appendix

Terminology

Filters Report filters allow the user to limit or filter the data returned. For users with more than one customer number attached to their user ID, they can use the filters to limit the report to a specific customer or group of customers. If no filters are selected, all of the data will be returned.

Sticky filters Report filters that “stick” when you move from one report to another report within a specific Dashboard report group.

Default reports The report that is automatically generated when a Dashboard is clicked.

One Click Reporting

The ability to run reports with one click. One click reporting assumes that the report will run for all customer numbers attached to the user ID and for the default date range. A list of these default values are defined later in the presentation.

Breadcrumbs A list of parameters at the bottom of each report that details the filters and time frame used to run the report. Breadcrumbs are included when reports are printed.



Additional Navigation Features

On-Demand column sorting

Moving columns within a report

Keeping/Removing columns

Hiding columns

Including/Excluding columns

Showing/Hiding subtotals and grand totals

Creating custom groups of columns

Creating Calculations

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