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Table of Contents
FUNCTIONAL OVERVIEW................................................................................................................. 4
REPORTING STANDARDS ................................................................................................................. 5
HIERARCHY .......................................................................................................................................... 5
DATE RANGE ........................................................................................................................................ 5
STANDARD REPORT FORMATTING REQUIREMENTS ................................................................................. 6
SECURITY ............................................................................................................................................. 7
WORLDWIDE CASE CREDIT REPORTS.......................................................................................... 9
OVERVIEW ............................................................................................................................................ 9
REPORT LAYOUT ................................................................................................................................... 9
PROMPTS .............................................................................................................................................. 9
World Wide Case Credit World Report .............................................................................................. 9
World Wide Case Credit Region Report........................................................................................... 12
World Wide Case Credit Region Operating Company Report ........................................................... 13
World Wide Case Credit Operating Company Home Company Report ............................................. 14
World Wide Case Credit Home Company Division Report ............................................................... 15
World Wide Case Credit Division Sales Area Report ....................................................................... 16
World Wide Case Credit By Distributor ID Report .......................................................................... 17
REPORT TYPE AND SOURCES................................................................................................................ 17
REPORT DATA ..................................................................................................................................... 17
Source Data Providers: ................................................................................................................... 17
Data Elements – Prompts For World Wide Case Credits World Report ............................................ 18
Data Elements – World Wide Case Credits World Report ................................................................ 19
Data Elements – World Wide Case Credits Region Report ............................................................... 19
Data Elements – World Wide Case Credits Region Operating Company Report ............................... 20
Data Elements – World Wide Case Credits Operating Company Home Company Report ................. 20
Data Elements – World Wide Case Credits Home Company Division Report ................................... 21
Data Elements – World Wide Case Credits Division Sales Area Report ............................................ 21
Data Elements – Drill to Distributor information............................................................................. 22
OTHER CONSIDERATIONS .................................................................................................................... 22
GROWTH PERCENT REPORTS....................................................................................................... 23
OVERVIEW .......................................................................................................................................... 23
NAVIGATION ....................................................................................................................................... 23
REPORT LAYOUT ................................................................................................................................. 23
Growth % Region............................................................................................................................ 24
Growth % Operating Company ....................................................................................................... 25
Growth % Home Company .............................................................................................................. 26
Growth % Report Division .............................................................................................................. 27
Growth % Sales Area ...................................................................................................................... 28
REPORT TYPE AND SOURCES................................................................................................................ 29
REPORT DATA ..................................................................................................................................... 29
Source Data Providers .................................................................................................................... 29
Data Elements – Prompts:............................................................................................................... 29
Data Elements – Growth % Region ................................................................................................. 29
Data Elements –Growth % Operating Company .............................................................................. 30
Data Elements – Growth % Home Company.................................................................................... 31
Data Elements – Growth % Division ............................................................................................... 32
Data Elements – Growth % Sales Area ............................................................................................ 33
OTHER CONSIDERATIONS .................................................................................................................... 33
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Sales Report Design Specifications
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Sales Report Design Specifications
FUNCTIONAL OVERVIEW
xxxx acquired Cognos in early 2008. At that time, a pilot project was conducted to address the
following initial reporting needs:
Establish Cognos Environment
Build Framework Manager Models to support Distributor Area and Purchase Area
Reporting.
Build custom views to support Regional and Operating company security.
Create Case Credit reporting by month with comparisons to the previous year. The
following levels of reports were built:
- Level One Reporting (Region)
- Level Two Reporting (Operating Company)
- Level Three Reporting (Case Credits by Home Company)
- Level Four Reporting (Case Credits by Division)
- Level Five Reporting (Case Credits by Distributor Area)
As use of these initial reports has taken hold, additional reporting requests were identified,
including:
The purpose of this document is to outline the requirements for additional sales reports to be
developed against the new SQL database, existing cubes and corresponding Framework
Manager Models and Packages.
The new reports will be developed for the current management user base. It is anticipated that
these reports will gradually be rolled out to additional users.
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Sales Report Design Specifications
REPORTING STANDARDS
As part of the current initiative, XXXX has decided to standardize all future reports with the
following features. During the development of the Phase Two reports a new level, ‘World’, was
added to the report hierarchy. To ensure a consistent flow of the Phase Two reports all reports
start at the World hierarchy which serves as the entry point for all levels of report users.
Hierarchy
Future reports will allow selection based on the organizational hierarchy of:
World
+ Region
- Operating Company
Home Company
Division
Sales Area
World Africa
Asia
Europe
Latin America
North America
Region + NA
+ Asia
- Europe
Operating + Germany
Company
- FRA
Home Company - FRA
Division + Div 1
- Div 2
Sales Area Area 1
Area 2
The prompting of hierarchy will work in conjunction with security to ensure that users only see drill
downs based on what they are authorized to see.
The selected prompt values will be displayed in the header of each report. Subsequent drill down
reports will carry forward the selected values in a cascading fashion.
Date Range
Reports will allow selection based on a year and a month. Year and month prompt formats will be
standardized on the reports and display as follows:
The prompts will allow a drop down showing the year and month, allowing the user to select the
start and ending period of the report. Validation will be included in the date prompts to verify that
the start date precedes the end date.
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Sales Report Design Specifications
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Sales Report Design Specifications
SECURITY
Today, network security is controlled via XXXX Custom built LDAP. Within this LDAP, a user is
assigned to a group. To support future releases of the sales reports, groups will need to be
added to the LDAP.
Regions 5
Operating Companies 57
Home Companies 85
Divisions 199
Sales Areas 442
The data for future reports can be secured via several different options. These options are listed
below.
Option 1: Security Table in SQL Server
With this approach, data level security is applied by reading the LDAP groups into a SQL server
table and then filtering query results based on the user id that is running the report and the
security group they belong to.
When the user logs in, the Cognos login is passed into the SQL server query, which drives the
prompting and limits the data returned. The data that is returned only includes the data that is
appropriate for the security group that user belongs to.
During the pilot project custom views were built to support the following groups.
All Regions
Africa
Asia
Europe
Latin America
North America
North America Canada
North America Caribbean
North America USA
North America USA NO
North America USA SO
North America USA CAN USA NO
If this approach is adopted, additional security will need to be built when reports are rolled out to
additional users.
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Sales Report Design Specifications
A custom view needs to be created for each group in order to secure the data in a cube.
Currently, XXXX has the following combinations of groups:
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Sales Report Design Specifications
Report Layout
Prompts
The report will allow the user to:
1. Place a check mark in the box next to the desired region or select all regions. Ability to
select Regions will be limited by security.
2. Specify time frame consisting of a Starting Year and Month and an Ending Year and
Month.
3. Specify minimum number of case credits by selecting the radio button next to the
predefined options for number of case credits.
4. Prompts will be replicated at the top of the report page in the World and Region Level
Reports thus allowing the report to be re-run with new parameters.
Overview
The World Wide Case Credits World Report is at the top of the World Wide Case Credits Reports
hierarchy and serves as the entry point to all of the sub-level reports. The World Wide Case
Credits World Report is structurally different than the reports below it in the hierarchy in that the
Case Credits are not grouped by a location but grouped by Distributor ID. This report will be used
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Sales Report Design Specifications
primarily only by top executives that have the ability to view case credits in the context of the
world. The report can however be filtered by region if the ‘select all’ option is not chosen.
Prompt Page
Navigation
The prompts on this report collect the parameters that will be passed through to the drill down
reports. To launch the World Wide Case Credits Region Report click on the blue link in the
following the text on the header of the report page. ‘Click to launch the World Wide Case
Credits Region Report for the following Region(s) -> ALL.
To launch the ‘World Wide Case Credits by Distributor Id Report’ Click on the Distributor Id (blue
text in the ID column) and the report for that distributor will launch in a separate window.
Values selected in the prompts and in the report drill downs will be passed to the report header of
the next report in the hierarchy.
Report Page
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Sales Report Design Specifications
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Sales Report Design Specifications
Overview
The World Wide Case Credits Region Report is at the second level of the hierarchy and reflects
the Case Credit data in descending order grouped by Region
Navigation
To navigate to the next level down in the hierarchy the, World Wide Case Credits Region
Operating Company Level report, the user will click the blue text of the desired Region in the
Region Column of the report.
To launch the ‘World Wide Case Credits by Distributor Id Report’ Click on the Distributor Id (blue
text in the ID column) and the report for that distributor will launch in a separate window.
Report Page
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Sales Report Design Specifications
Overview
The World Wide Case Credits Region Operating Company Report is at the third level of the
hierarchy and reflects the Case Credit data in descending order grouped by Region and
Operating Company
Navigation
To navigate to the next level down in the hierarchy the, World Wide Case Credits Operating
Company Home Company Report, the user will click the blue text of the desired Operating
Company in the Operating Company Column of the report.
To launch the ‘World Wide Case Credits by Distributor Id Report’ Click on the Distributor Id (blue
text in the ID column) and the report for that distributor will launch in a separate window.
Report Page
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Sales Report Design Specifications
Overview
The World Wide Case Credits Operating Company Home Company Report is at the fourth level
of the hierarchy and reflects the Case Credit data in descending order grouped by Operating
Company and Home Company
Navigation
To navigate to the next level down in the hierarchy the, World Wide Case Credits Home
Company Division Report, the user will click the blue text of the desired Home Company in the
Home Company Column of the report.
To launch the ‘World Wide Case Credits by Distributor Id Report’ Click on the Distributor Id (blue
text in the ID column) and the report for that distributor will launch in a separate window.
Report Page
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Sales Report Design Specifications
Overview
The World Wide Case Credits Home Company Division Report is at the fifth level of the hierarchy
and reflects the Case Credit data in descending order grouped by Home Company and Division
Navigation
To navigate to the next level down in the hierarchy the, World Wide Case Credits Division Sales
Area Report, the user will click the blue text of the desired Division in the Division Column of the
report.
To launch the ‘World Wide Case Credits by Distributor Id Report’ Click on the Distributor Id (blue
text in the ID column) and the report for that distributor will launch in a separate window.
Report Page
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Sales Report Design Specifications
Overview
The World Wide Case Credits Home Division Sales Area Report is at the sixth and lowest level of
the hierarchy and reflects the Case Credit data in descending order grouped by Division and
Sales Area
Navigation
Since this is the lowest level of the report the only navigation available to the user is to view the
World Wide Case Credits by Distributor Id Report’.
To launch the ‘World Wide Case Credits by Distributor Id Report’ Click on the Distributor Id (blue
text in the ID column) and the report for that distributor will launch in a separate window.
Report Page
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Sales Report Design Specifications
Overview
This report displays worldwide case credits by Distributor detail. Each Distributor is owned by
one Region and Company (Referred to as a Domestic Company). Besides the domestic company
relationship, it is possible for a Distributor to be sponsored in another company. This report is
designed to show case credit details for a Distributor including all companies in which they have
had activity. The diagram below depicts this scenario. The Domestic Company for Bob is USA.
However, it is possible that Bob is sponsored and has case credits in other companies. In the
example below, Bob has case credits in USA, WAL, and KOR.
Navigation
There is no navigation associated with this report
Report Page
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Sales Report Design Specifications
Data Elements – Prompts For World Wide Case Credits World Report
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Sales Report Design Specifications
Table or
Data Element Name Table Field Formula/Description
View
Region Hierarchy Dim Selected Region from prompt
Starting Yr and Month Dim.Date Selected starting Year and
Month
Ending Yr and Month Dim.Date Selected ending Year and
Month
Case Credits Static Values Selected minimum case credits
from prompt
Distributor Name CGDSMP. CGFNAM vw_Distributor Distributor First and Last Name
CGDSMP. CGLNAM
Distributor ID CGDSMP. CGDID# vw_Distributor Distributor ID
Table or
Data Element Name Table Field Formula/Description
View
Region Hierarchy Dim Region parameter from World
level report prompt
Starting Yr and Month Dim.Date Selected starting Year and
Month
Ending Yr and Month Dim.Date Selected ending Year and
Month
Case Credits Static Values Selected minimum case credits
from prompt
Distributor Name CGDSMP. CGFNAM vw_Distributor Distributor First and Last Name
CGDSMP. CGLNAM
Distributor ID CGDSMP. CGDID# vw_Distributor Distributor ID
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Sales Report Design Specifications
Data Elements – World Wide Case Credits Region Operating Company Report
Table or
Data Element Name Table Field Formula/Description
View
Region Hierarchy Dim Region parameter from World
level report prompt
Starting Yr and Month Dim.Date Selected starting Year and
Month
Ending Yr and Month Dim.Date Selected ending Year and
Month
Case Credits Static Values Selected minimum case credits
from prompt
Distributor Name CGDSMP. CGFNAM vw_Distributor Distributor First and Last Name
CGDSMP. CGLNAM
Distributor ID CGDSMP. CGDID# vw_Distributor Distributor ID
Data Elements – World Wide Case Credits Operating Company Home Company Report
Table or
Data Element Name Table Field Formula/Description
View
Region Hierarchy Dim Region parameter from World
level report prompt
Operating Company Selected Operating Company
Starting Yr and Month Dim.Date Selected starting Year and
Month
Ending Yr and Month Dim.Date Selected ending Year and
Month
Case Credits Static Values Selected minimum case credits
from prompt
Distributor Name CGDSMP. CGFNAM vw_Distributor Distributor First and Last Name
CGDSMP. CGLNAM
Distributor ID CGDSMP. CGDID# vw_Distributor Distributor ID
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Sales Report Design Specifications
Data Elements – World Wide Case Credits Home Company Division Report
Table or
Data Element Name Table Field Formula/Description
View
Region Hierarchy Dim Selected Region from prompt
Operating Company Selected Operating Company
Home Company Selected Home Company
Starting Yr and Month Dim.Date Selected starting Year and
Month
Ending Yr and Month Dim.Date Selected ending Year and
Month
Case Credits Static Values Selected minimum case credits
from prompt
Distributor Name CGDSMP. CGFNAM vw_Distributor Distributor First and Last Name
CGDSMP. CGLNAM
Distributor ID CGDSMP. CGDID# vw_Distributor Distributor ID
Data Elements – World Wide Case Credits Division Sales Area Report
Table or
Data Element Name Table Field Formula/Description
View
Region Hierarchy Dim Selected Region from prompt
Operating Company Selected Operating Company
Home Company Selected Home Company
Division Selected Division
Starting Yr and Month Dim.Date Selected starting Year and
Month
Ending Yr and Month Dim.Date Selected ending Year and
Month
Case Credits Static Values Selected minimum case credits
from prompt
Distributor Name CGDSMP. CGFNAM vw_Distributor Distributor First and Last Name
CGDSMP. CGLNAM
Distributor ID CGDSMP. CGDID# vw_Distributor Distributor ID
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Sales Report Design Specifications
Other Considerations
Scheduling Requirements
Run on demand.
Sorting Requirements
For the main report, the default sort will be by:
For the Distributor drill down, the default sort will be by:
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Sales Report Design Specifications
Navigation
To navigate to the next level down in the hierarchy the, World Wide Case Credits Division Sales
Area Report, the user will click the blue text of the desired Region in the Region Column of the
report.
Report Layout
Report Prompts
This report follows the prompt standard described previously.
1. Place a check mark in the box next to the desired location or select all.
2. Specify an optional time frame consisting of start Year and Month and an end Year and
Month.
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Sales Report Design Specifications
Growth % Region
Overview
This new report will display the percentage increase in the number of case credits from the
pervious year to the current year by region for the selected date range. The report will also allow
a user to drill down to any level in the Location Hierarchy (Region, Operating Company, Home
Company, Division, and Sales Area).
Navigation
To navigate to the next level down in the Growth % hierarchy, the user will click the blue text of
the desired Region in the Region Column of the report.
Report Page
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Sales Report Design Specifications
Overview
This new report will display the percentage increase in the number of case credits from the
pervious year to the current year by Region and Operating Company for the selected date range.
Navigation
To navigate to the next level down in the Growth % hierarchy, the user will click the blue text of
the desired Operating Company in the Operating Company Column of the report.
Report Page
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Sales Report Design Specifications
Overview
This new report will display the percentage increase in the number of case credits from the
pervious year to the current year by Region, Operating Company and Home Company for the
selected date range.
Navigation
To navigate to the next level down in the Growth % hierarchy, the user will click the blue text of
the desired Home Company in the Home Company Column of the report.
Report Page
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Sales Report Design Specifications
Overview
This new report will display the percentage increase in the number of case credits from the
pervious year to the current year by Region, Operating Company, Home Company and Division
for the selected date range.
Navigation
To navigate to the next level down in the Growth % hierarchy, the user will click the blue text of
the desired Division in the Division Column of the report.
Report Page
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Sales Report Design Specifications
Overview
This new report will display the percentage increase in the number of case credits from the
pervious year to the current year by Region, Operating Company, Home Company, Division
Sales Area for the selected date range.
Navigation
There is no navigation associated with this report
Report Page
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Sales Report Design Specifications
Data Element
Table. Field Cube Data Format Formula/Description
Name
Region Selected Region(s) from
prompt
Starting Year and Selected starting Year
Month and Month from prompt
Ending Year and Selected ending Year
Month and Month from prompt
Region CGRGNP. Text Region
CGRGNN
Current Year BOMP.CGPYR From Prompt YYYY - Mmm Year and Month
Month
Prior Year Month BOMP.CGPML From Prompt YYYY - Mmm Year and Month
Case Credits CGBOMP. ###.### Derived from
CGRTCC ORMSTP,OMCCRD
% Difference % Growth Cognos ##.##% Calculated Field
Function % Growth
Function
Rank Ranking Function Cognos Numeric Highest % Difference will
Ranking be ranked first to show
Function the largest increase over
prior year time frame
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Sales Report Design Specifications
Data Element
Table. Field Cube Data Format Formula/Description
Name
Region Selected Region from
prompt
Starting Year and Selected starting Year
Month and Month from prompt
Ending Year and Selected ending Year
Month and Month from prompt
Region CGRGNP. Text Region
CGRGNN
Operating CGOPCP. Text Operating Company
Company CGOPCY
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Sales Report Design Specifications
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Sales Report Design Specifications
Data Element
Table. Field Cube Data Format Formula/Description
Name
Region Selected Region from
prompt
Starting Year and Selected starting Year
Month and Month from prompt
Ending Year and Selected ending Year
Month and Month from prompt
Operating Selected Operating
Company Company from prompt
Home Company Selected Home
Company from prompt
Region Region
Operating Operating Company
Company
Home Company CGCMPP. Text Home Company
CGCNTY
Division CGAIAP. Text Division
CGASEX
Current Year BOMP.CGPYR From Prompt YYYY - Mmm Year and Month
Month
Prior Year Month BOMP.CGPML From Prompt YYYY - Mmm Year and Month
Case Credits CGBOMP. ###.### Derived from
CGRTCC ORMSTP,OMCCRD
% Difference % Growth Cognos ##.##% Calculated Field
Function % Growth
Function
Rank Ranking Function Cognos Numeric Highest % Difference will
Ranking be ranked first to show
Function the largest increase over
prior year time frame
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Sales Report Design Specifications
Data Element
Table. Field Cube Data Format Formula/Description
Name
Region Selected Region from
prompt
Starting Year and Selected starting Year
Month and Month from prompt
Ending Year and Selected ending Year
Month and Month from prompt
Operating Selected Operating
Company Company from prompt
Home Company Selected Home
Company from prompt
Division Selected Division from
Prompt
Region Region
Operating Operating Company
Company
Home Company Home Company
Division CGAIAP. Text Division
CGASEX
Sales Area CGMGRP. Text Sales Area
CGAREA
Current Year BOMP.CGPYR From Prompt YYYY - Mmm Year and Month
Month
Prior Year Month BOMP.CGPML From Prompt YYYY - Mmm Year and Month
Case Credits CGBOMP. ###.### Derived from
CGRTCC ORMSTP,OMCCRD
% Difference % Growth Cognos ##.##% Calculated Field
Function % Growth
Function
Rank Ranking Function Cognos Numeric Highest % Difference will
Ranking be ranked first to show
Function the largest increase over
prior year time frame
Other Considerations
Scheduling Requirements
Run on Demand.
Sorting Requirements
For the main report and all drill down reports, the sort will be in ascending order by the rank from
highest percentage growth to lowest percentage growth.
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