User’s GuideLUCIA BI User’s Guide Bookmarking dashboard views Because the dashboard user interface is customizable in all sorts of ways, each user may have a set of preferences

User’s Guide

LUCIA BI User’s Guide

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Copyright © 2010 Logistics Consulting Asia.

Contents Introduction __________________________________________________________ 3

Why LUCIA BI? _____________________________________________________________________ 3 Before You Start _______________________________________________________ 4

Does LUCIA BI Require an Internet Connection? ___________________________________________ 4 Getting StartedI _______________________________________________________ 5

Logging in for the first time ____________________________________________________________ 5

Retrieving forgotten password __________________________________________________________ 6

Changing your password______________________________________________________________ 7

Getting to know the user interface ____________________________________________________ 8 Bookmarking dashboard views ______________________________________________________ 10

Using the faceted filter navigator ____________________________________________________ 11 Using the time filter _______________________________________________________________ 13 Indication of your selections in the filter navigator _______________________________________ 16 Visualizing your data _____________________________________________________________ 18

Sales Dashboard _____________________________________________________ 19

Viewing your sales performance _______________________________________________________ 19 Filtering your sales data ___________________________________________________________ 20 Outlet Analysis __________________________________________________________________ 20 Accumulate Line Graph ___________________________________________________________ 22

Reach Dashboard _____________________________________________________ 23

Viewing your outlets’ distribution _______________________________________________________ 23 Stock Holding Dashboard ______________________________________________ 25

Viewing your inventory performance ____________________________________________________ 25 Stock Movement Dashboard ____________________________________________ 29

Viewing your stock on hand __________________________________________________________ 29 Fill Rate Dashboard ___________________________________________________ 31

Fill Rate Value _____________________________________________________________________ 31 Fill Rate Diagnostics Dashboard ________________________________________ 33

Service Failure Cases _______________________________________________________________ 33 Interacting with your data ______________________________________________ 35

Showing the tooltip _________________________________________________________________ 35

Zoom in/out the charts_______________________________________________________________ 36 Country ______________________________________________________________________ 36 o Region ______________________________________________________________________ 36 Area________________________________________________________________________ 36

Working with the legend _____________________________________________________________ 37

Sorting data on any column ___________________________________________________________ 38

Viewing underlying data _____________________________________________________________ 39

Filtering views based on criteria _______________________________________________________ 40

Setting number of entries per page _____________________________________________________ 40

Viewing specific columns ____________________________________________________________ 41

Exporting ________________________________________________________________________ 41 Installing the latest flash player _____________________________________________________ 41


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Introduction

LUCIA BI is an on-demand business intelligence application that offers an

inexpensive but powerful sales and supply chain analytics solutions.

LUCIA BI provides real-time visibility across your sales and supply

network - but also seamless dissemination of master data, pricing and

promotions.

Why LUCIA BI?

Some of the reasons LUCIA BI works for you :

Real-time, detailed data

LUCIA's synchronisation component allows for collation of timely detailed information

from your distribution centres and sites.

Visibility of entire distribution network

Sales and supply chain relevant data is continuously harvested and uploaded to real-

time management dashboards.

Manage the distribution network

LUCIA facilitates disseminating the right information from your HQ down to your

distribution centres or distributors.

Cost-effective

No capital investment. No license fees, no operating system license fees or hardware

investments required.

Practical

Built by operators for operators. Best practices applied with a dose of practicality.

Extensible

LUCIA easily integrates into any existing Business Intelligence, analytics or reporting

infrastructure that might already be in place.


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Before You Start

LUCIA BI collects data from virtually any source - local and third-party -

exportable to a CSV format and undergoes an automation process to

cleanse, normalise and integrate your data to a hosted service.

Implementation process is not dependent on any IT staff.

Upon implementation, you will be supplied with a login to a secure page

that directly allows you the access to the data according to your level of

administrative access.

Does LUCIA BI Require an Internet Connection?

Yes, LUCIA BI requires an active internet connection to download the

most up-to-date data. For an uninterrupted browsing experience, it is

recommended to have a high-speed internet connection/broadband.


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Getting Started

Logging in for the first time

1. Log into the LUCIA BI home page.

2. In the ’Username’ box, enter your email address.

3. In the ’Password’ box, type in your password, and then click the

’LOG IN’ button.

4. Once your login is authenticated, your Home page will be displayed.

Note:

Username and Password are case-sensitive.


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Retrieving forgotten password

1. In case you have lost/forgotten your password, click on the ‘Forgot

your password?’ link available at the Home page.

2. On the subsequent screen, enter the email address with which your

LUCIA BI account had been set up.

3. You will be getting an email with a link to change your password.

4. Enter your new password in the ’Password’ box.

5. Confirm your new password in the ’Confirm Password’ box, and

then click the ’Reset’ button.

Note:

The email you will be receiving will be sent from [email protected]. You may want to add

this address to your safe list to prevent it from being labeled as Spam.

mailto:[email protected]


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Changing your password

1. At the upper-right section of your screen, click on your username.

2. Edit your profile details by filling in the respective textboxes.

3. When you are done, click on the ’Update’ button.


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Getting to know the user interface

A. The User bar shows the Principal selection list, selected dashboard,

switching dashboard list, and links to:, user profile, LUCIA BI blog,

Control Panel, logout and internet speed indicator. To select a

different dashboard, simply click on ‘Switch Dashboard’ and select

the corresponding tab from the drop down list.

B. The ‘X-AXIS’ and ‘MEASURE’ measures offer different ways to view

your data. Click the ‘%’ icon to view percentage against selected

measures.

C. The faceted filter navigator enables you to set the granularity (detail

level) of your selection in (B). Clicking on a filter bar shows the facets

arranged side by side to show hierarchy. Click the small arrow at the

bottom to hide or unhide the filter navigator.

D. Title header for graph indicates selection, usually based on time.

Clicking on an icon in ‘VIEWS’ toggles your view of the data (table

only, graph only, graph with table)

E. Placing your mouse cursor over a graph displays a tooltip containing

key information.

F. Clicking on an x-axis label displays more information in a tabular

format.

G. Placing your mouse over the icon provides a brief description of your

connection speed, as shown in the following image. Clicking on the


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icon directs you to a web page with more details of the connection

speed between your browser and the server.

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n

addition, dashboard preloader which appears before your dashboard

loads completely is added to indicate your connection speed. As

illustrated below, the color of the text is based on the connection

speed between your browser and the server from which you are

accessing your data.


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Bookmarking dashboard views

Because the dashboard user interface is customizable in all sorts of

ways, each user may have a set of preferences on how he/she wants to

view the data. LUCIA BI makes it easy to keep track of your important

dashboard views by bookmarking (Ctrl+D) the respective graphs and

tables on your browser, giving you a one-click button on your

Bookmarks/Links toolbar that minimizes the hassle of having to reselect

your preferences next time you access the dashboard.

Bookmarking is easy. All web browsers provide this feature.

1. On your keyboard, press CTRL + D at the same time.

2. A pop-up dialog box will appear almost similar to the

screenshot above (taken in IE8), depending on the web

browser you use.

3. Fill in an appropriate title for the specific view you wish to

bookmark.

4. It is recommended to organize your bookmarks into folders.

For example, you may have a folder for your Sales dashboard

with several of your more important Sales dashboard views in

it and another folder for views related to your Inventory

dashboard.

To update your previously bookmarked dashboard views so you can

navigate to your favourite dashboard views faster:

1. Edit the url from your Bookmark/Links toolbar or from the

Bookmark manager.

or

2. Re-capture your bookmarks once again.


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Using the faceted filter navigator

The faceted filter navigator is located below the ‘X-AXIS’ and

‘MEASURE’ selection menu.

A. Facet option - Allows user to quickly select all items listed in each

facet, or select none at all. The number indicator in the same gray

box, for example, in the third column AREA(7/7) the numbers

indicate selected items/the number of total items.

B. Selecting granularity - These buttons determines the granularity

(detail level) of the graph drawn below. For example, selecting

AREA will break down sales figures according to respective areas,

i.e. Sabah, Sarawak, Brunei, North, South, East and Central.

C. Facet hierarchy - Facet lists are arranged side by side according

to their respective hierarchy, arranged from left to right, e.g.

Country > Region > Area > Distributor > Site > Representative.

D. Sites filter based on status– Allows user to filter out sites based

on status (active or inactive). A site is considered inactive if the

distributor no longer distributes the principal product or if the

warehouse is closed. By default, all sites will be selected.

E. Search Box - Type in the preferred keywords you wish to

select/deselect. As you are typing in a query in the search box,

you will instantaneously see the filtered results.


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The faceted navigator allows user to select preferred filters (Location,

Channel, Product Category) and click the ‘SUBMIT’ button to load the

updated graph and table. This way, user is given the ability to load their

preferred dashboard view and filter out items that are irrelevant.


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Using the time filter

Selecting one date range

1. Select x-axis detail level of choice

You can select: all (treats the selected duration as one period),

yearly, monthly, weekly and daily sales figures (by clicking on the

corresponding detail level icons). In the example above, ‘YEAR’ is

selected.

2. Select date range

Whenever ‘ONE DATE RANGE’ is selected, the date range is

automatically set to Month-to-date (1st to last day of the month).

You can select date range shortcuts beside the textboxes for:

a. one day

b. one month (one month from today's date)

c. month-to-date (1st to last day of the month)

d. one year (from today's date)

e. year-to-date (1st to last day of the financial year).

You can also select ANY date range by clicking on the start and/or

the end date textboxes. A calendar widget will be displayed to

input your preferred dates as shown in the image below. Users

can also type the date into the textboxes.


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3. Click on the ‘SUBMIT’ button

Your screen will now reload the graph.

Selecting two date ranges

1. Click on ‘TWO DATE RANGE’ icon. This will automatically

populate two date range fields. The 1st date range field will be set

to month-to-date by default - the start date is set to the 1st day of


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the current month and the end date is set to the last day of the

current month.

2. The 2nd date range field will be set to year-to-date by default - the

start and end dates are set to the 1st and last days of the financial

year. Clicking on the ‘MONTH-TO-DATE’ icon (3rd icon) will

change the start and end dates to current month-to-date by

default.

3. In this example, a month-to-month comparison for September and

October is to be made. Use the calendar widget to set the start

and end dates of the 1st date range to October 1 and October 31

and the 2nd to September 1 and September 30.

4. Close the calendar widget. Then, click on ’ALL’ detail level icon in

the Location filter.

5. Click on the ‘SUBMIT’ button. The graph will now reload to show

daily sales figures for the month of September and October.


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Indication of your selections in the filter navigator

This is to make it easy for you to have a glance of your current dashboard

view. We have added a filter navigator selection label. Located at the

header bar (blue-coloured) beside your dashboard title, the filter navigator

selection label shows you your current dashboard view in this format -

{primary filter detail level} {secondary filter detail level}.

As you drill down a detail level, the label will now have numbers beside it

to indicate the number of fully selected items for that particular level.

And if you are comparing 2 date ranges, the label numbers will be colour-

coded according to its date range group.


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Visualizing your data

Sometimes there are more effective ways to look at your data than rows

in a table. For example, when your data contains monthly numerical

figures, viewing the data on a graph with dots connected by lines may

reveal patterns in the data that are otherwise very hard to see. LUCIA BI

offers visualizations that will help you explore your data more effectively.

You can switch between either of a set of view options available for

comfortable viewing. Each layout view has special usage feature and can

be used depending on how you view your data. In the dashboards, the

following options are provided for toggling different views.

The available views are (from L-R): Table only, Graph only, and Graph with table.


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Sales Dashboard

You use the Sales dashboard to track sales performance on a daily basis.

Sales information consolidated from distributors is refreshed real-time, so

sales trends are immediately revealed as well as highest and lowest sales

figures – by sales representatives, by product categories, or by sales

channel. Sales trend is configurable to help you review based on your

preferred time period. You can also compare your sales performance

over two different, predetermined time periods.

Viewing your sales performance

Whenever you log on to LUCIA BI, the Sales dashboard loads as your

starting page. Please ensure the Sales tab is highlighted.


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Filtering your sales data

1. Click on an icon on the ‘X-AXIS’ selection menu. Your selection

determines how you will view your graph’s x-axis.

2. Notice how your selection will move the corresponding filter to the top

of the faceted navigator. For example, if you select the icon labeled

‘PRODUCT’, the ‘FILTER BY PRODUCT CATEGORY’ filter moves

right to the top of the faceted navigator.

3. Click on an icon on the ‘MEASURE’ selection menu. Your selection

determines how you will view your graph’s MEASURE

4. Select the granularity (detail level) for each filter as per your

comfortable viewing.

5. On the facet lists, select the items you wish to view.

6. After you are done with your selection, click on the ‘SUBMIT’ button

to refresh the graph.

Outlet Analysis

1. Find the column ‘OUTLET COUNT’ in the table view.


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2.

Click on the ‘OUTLET COUNT’ value and a table will pop up.

3.

A table showing ‘OUTLEVEL ANALYSIS’ will pop up. This table

showed a detailed analysis of each outlet. It will tell how many orders

have been made and how many have been delivered. You can track a

miss sale when your ‘DELIVERED QUANTITY’ is less than your

‘ORDERED QUANTITY’.

4.

You may click a link at the bottom left of the pop up window. You will

be redirected to the ‘OUTLET LEVEL ANALYSIS’ page.


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Accumulate Line Graph

1. ‘ACCUMULATE LINE GRAPH’ is currently implemented only on

Sales Dashboard.

2.

‘ACCUMULATE LINE GRAPH’ is only enabled when x-axis is on

‘TIME’

3. You can see that the graph is always growing upwards only, this is

because the graph adds up all the previous values to the current

value.

4. Since Sales Dashboard have ‘PERCENTAGE’ and ‘ACCUMULATE

LINE GRAPH’ features, only 1 of them can be enabled at one time.

Please refer to ‘Using the faceted filter navigator’ section for more details.

It is highly recommended to utilize the filters as this affects the dashboard’s loading time. The more items selected in your faceted list, the longer it will take to load your dashboard.


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Reach Dashboard

You use the Reach dashboard to compare your sales distribution against

its monthly outlet universe coverage to measure your organization’s

ability to reach your current and prospective customers, within a given

area. Outlet coverage is measured by the number of outlets that have

ordered at least once in a user-specified time period. In a way, Reach

measures the number of outlets ordering on a monthly basis.

Viewing your outlets’ distribution

1. Click on the “Reach” tab.

2. Click on an icon on the ‘X-AXIS’ selection menu. Your selection

determines how you will view your graph’s x-axis.






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Stock Holding Dashboard

You use the Inventory dashboard to provide you an overview of the

supply chain’s overall inventory performance which enables you to

maintain sufficient stocks to meet market demand and achieve better

balance in your warehouses between slow moving and fast moving

goods, and across all distributors.

Viewing your inventory performance

1. Click on the ‘INVENTORY’ tab.


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2.

Pick the desired date for Stock on Head using the stock on hand date

selector:

a. Click on the tab ‘SOH Date’, a floating date picker will display

below the tab (you may click on the tab again to hide the

floating date picker)

b. Click on a date to confirm your selection and to reload the

dashboard with updated data. You will notice the date in the

tab will be updated to what you have selected.

3. Click on an icon in the ‘X-AXIS’ selection menu.





The picker enables you to look at a historical snapshot of inventory data. This is sort of like a time machine which allows inventory data to be viewed at a different date. This might be useful for someone who wants to compare inventory performance of yesterday/last week/2 months ago to that of today. By default, the Inventory dashboard captures current day’s Stock on hand.


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5.

Select the sales period using the sales period date range selector:

a. Click on the tab ‘SALES PERIOD’, a floating panel will display

below the tab (you may click on the tab again to hide the

floating panel)

b. Click on the 'start date' inputbox to display the date picker

c. Click on the 'end date' inputbox to display the date picker

d. Click on the ‘DONE’ button to confirm your selection and to

reload the dashboard with updated data. You will notice that

the date range in the tab will be updated to what you have

selected.



7.

In the product category filter, product status provide additional options

to filter your SKU items. Available options are Active, To be

discontinued, Discontinued, Inactive. By default, ‘Active’ is only

selected.




The Inventory dashboard introduces the 'traffic light' system based on target tolerance settings. For example, Region A’s ideal target day range is 10-17 days. In this scenario, SKU-sites which fall within the range are labeled as Ideal(green), below range as Under(red), and above as Over(yellow).


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10.

Click on the underlined numerical figures (in %) to drill down your data

to show a list of SKU-site in tabular format.


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Stock Movement Dashboard

You use the stock movement dashboard to monitor your stock on hand by

week, month, or year. On a daily basis, you can view the stocks you have

on hand, new incoming stocks (Received), and how many stocks sold

each day (Sales).

Viewing your stock on hand

1. Click on the ‘Stock Movement’ tab


determines how you will view your graph’s MEASURE.


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Fill Rate Dashboard

You use the fill rate dashboard to keep track of each of your sales order

item whether it is full fill or not based on the original sales order. When

this condition is met, it is call ‘In-Full’. The ‘On-Time’ is to keep track of

sales order created date and delivery date. If the order arrived within 3

days or less, it is considered ‘On-Time’. When both ‘In-Full’ and ‘On-Time’

condition is full fill then it is considered as ‘On-Time-In-Full’ which in short

is called ‘OTIF’.

Fill Rate Value

1. ‘FILL RATE’ is measured by ‘TIME’ only in the x-axis


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determines how you will view your graph’s MEASURE.

3. ‘FR VALUE’ will use the total sales value if it is full fill.

4. ‘FR LINE’ will compare quantity, but if full fill it will consider 1 else 0.

5. ‘FR ORDER’ keeps track based on each order. It checks whether the

order is full fill and on time or not.

6.

You can select multiple measures by performing ‘Ctrl+Click’ on your

selected measures, 2 at a time:

a. Click on the tab ‘TIME’ to pick your x-axis.

b. Then click on either ‘FR VALUE’, ‘FR LINE’ or ‘FR ORDER’

and perform ‘Ctrl+Click’ on any other Measure that you want

to select in order to view multiple graph of both.


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Fill Rate Diagnostics Dashboard

You use the fill rate diagnostics dashboard to monitor your service failure.

This dashboard is linked with ‘Fill Rate’, it analyzes the reason behind the

failure to full fill the condition of ‘In-Full’ or ‘On-Time’. This is to help you

identify the main cause of your service failure and improve on it.

Service Failure Cases

1. ‘FILL RATE DIAGNOSTICS’ can be monitored against 2 measures

which are ‘CURRENCY’ or ‘QUANTITY’, one at a time.


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2. There can be 4 types of service failure cases:

i. Stock Allocation

Confirmed Quantity < Ordered Quantity

ii. Inventory Management

Confirmed Quantity < Picked Quantity

iii. Despatched

Picked Quantity < Packed Quantity

iv. Received

Packed Quantity < Received Quantity


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Interacting with your data

There are many ways that you can interact with the widgets in the

dashboards to help analyze your data. These include:

Showing the tooltip

Zoom in/out the charts

Working with the legend

Sorting data on any column

Viewing underlying data

Filtering views based on criteria

Setting number of entries per page

Viewing specific columns

Exporting

Each of these is described below:

Showing the tooltip

Graphs provide a way to reveal patterns of your data points. Tooltips

supplement graphs with quick information to help you analyze your data.

Place your mouse over a graph and the relevant information will

display in a box as shown in the above graph.


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Zoom in/out the charts

This is a quick way to drill down and analyze a specific set of data. To

start using this feature, all you need to do is click on a graph. A context

menu will appear next to your mouse cursor. This feature will only affect

your main filter navigator; your secondary filter navigator will remain fixed.

In the zoom-in example below, location is set as x-axis and the hierarchy

is as follows:

Country o Region

Area

Figure 1. View by Country. Click on the graph to view all Regions in that country


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Figure 2. View by Region. Click on the East graph to view all Areas within East.

Figure 3. View by Area. To return to previous view (Region), click on any graph and select 'Zoom out'.

Working with the legend

Graphs that display more than one series will display a legend to help you

keep track of the elements. When the graph loads, the legend is located

at the right side of the graph The legend can be hidden by ticking on the

legend checkbox on top.


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You can also click on a legend item(s) to instantly hide it from the chart.

The MEASURE will scale to the remaining visible legend items once an

item is hidden, as shown in the following image.

Sorting data on any column

LUCIA BI lets you sort data on any column in your table.


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You can click on a column header and apply the appropriate sort option.

The table also supports multiple column sorting. To enable it, press &

hold on to the ‘SHIFT’ in your keyboard, and click on the column headers

you wish to sort.

Viewing underlying data

Want to drill down and find out a more detailed representation? LUCIA BI

offers a few ways for you to click on a relevant data point and see the

underlying data.

On the graph

Clicking on an x-axis label displays a table with more information about

the clicked data point.

On the table


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As seen in the Inventory dashboard, there are numerical figures in the

table that are underlined. Clicking on it displays another table relevant to

the numerical figure clicked.

Filtering views based on criteria

LUCIA BI provides a filter tool in the table to create dynamic views based

on your criteria selection.

1. Click on the magnifying lens icon. A ‘Filter’ row will appear.

2. Select from the dropdown list the criteria you wish to filter.

Different criteria will provide for a different combination of input.

For example, for columns that contain numerical data, an

additional dropdown list will appear to enable you to select an

operator to filter your data with.

Setting number of entries per page

To help view a set of data in your table comfortably, you can set the

number of rows a table should show per page.


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Viewing specific columns

Show or hide specific columns in your table to help you compare the data

that is relevant for you.

Exporting

Tables can be exported into Excel and saved as a CSV format.

Click on an icon to save the data in the table into the selected format you

wish.

Installing the latest flash player

The export feature requires the latest Flash Player installed on your

machine. Installing it is easy, follow the steps below and you are on your

way to exporting your data in no time.


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If you do not have the Flash installed, or if your Flash version is not the

latest, you will encounter a message, ‘Install latest flash’. Click on the

message to get an express installation of the latest Flash Player.

Once the installation is done, close your web browser. When you re-open the browser, go back to your dashboard home page and click on the table. You will be able to see the two icon options: Save to .csv and .xls formats. This function is not supported by Internet Explorer.


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Thank You For Using LUCIA BI

Documents

User’s GuideLUCIA BI User’s Guide Bookmarking dashboard views Because the dashboard user interface is customizable in all sorts of ways, each user may have a set of preferences