Fitbit Reporting Tool Glossary of Formulae and Measures

Table of Contents

Table of Contents

Table of Contents

1. Main Dimesions: Product Attributes, Costumer Attributes, and Date Periods

Costumer Attributes

The main dimensions the columns, rows and filters in the reports. They are related to customers, products and date attributes.

1.1 Costumer Attributes 

The Costumer Hierarchy is the following: 

Forcasting Customer Name:

  • Amazon US
  • Australia
  • Belgium 
  • Best Buy Canada
  • Best Buy US
  • ETC

Reporting Region: 

  • APAC
  • EMEA
  • Americas Channel
  • Group Health 
  • Internet Sales
  • Promotional 

Warning: Forcast Costumer Name is the key to this table. 

Product Attributes

1.2 Product Attributes

The Prod Hierarchy is the following: 

SKU ID: 

  • FB405BKL
  • FB405BKL2
  • FB405BKL-CAN
  • FB405BKL-CN
  • FB405BKL-EU
  • Etc.

Product Category: 

  • Product 
  • Accessory

Product Family Type: 

  • Ace
  • Ace Accessory
  • Alta
  • Alta Accessory
  • Alta HR
  • ETC.

These fields can become column and rows in any reporting.

Date Dimesions

1.3 Date Dimesions

The calendar table has several auxiliary fields. From those, the ones related to reporting dimensions are:

Fiscal Year:

Used for roll-ups of filters. Format: YYYY

Fiscal Quarter:

Format: Q1’18

Fiscal Month Name:

Format: Jan’18

Fiscal Week Sort:

Week in an integer format: 201801

Week Name:

Format: W01’18

Display Week:

Format: Jan – W1

Display Week $:

Format: Jan – W1 $

Only used for measures that are in dollars

Display Week Units:

Format: Jan – W1 units

Only used for measures that are in dollars

Sunday Date:

Main date field, in a date format: 12/31/2017

All dates start on a Sunday.

Following is an example of the listed fields, in order:

All the dimensions are connected to the values according to the following diagram. It iss possible to see that the three master tables are connected to every transactional table, making the filters cascade.

2. Forecasting Cycles

Introduction

When loading the data into the tool (see figure below), it possible to selected three different Forecast Cycles. See steps 2,3, and 4 on the form below.

When you select the Data Hub Path (step 1), the tool will map the folder and allow to select all the available cycles. After that, it is possible to select the Current Cycle, Prior Cycle 1, and Forecast Accuracy Cycle:

Current Cycle

2.1 Current Cycle

This is the base cycle for the entire report. In other words, it is the cycle you yawn to analyze.  Usually, this is the latest, most recent cycle available. The global measures Final Sell-In Curr Cycle, Final Sell-Thru Curr Cycle, Final Inventory Qty Curr Cycle are related to this Cycle.

Prior Cycle 1

Prior Cycle 1 

The tool allows the selection of one more cycle for comparing reasons. Some reports, more specifically the “CoC Reports”, compare values between two different cycles. Prior Cycle 1 is the cycle against which the Current Cycle will be compared. In most situations, Prior Cycle 1 is a cycle prior to the current cycle.

Scenarios for Cycle Selection

2.4 Scenarios for Cycle Selection 

The fact that the scenario selection s flexible creates many possibilities and the corrected selection depends on what we want to measure. Following is a list of possible scenarios and the suggested corresponding scenario selection

            Compare Most Recent Forecast with The One Made Last Week

                This is the most common scenario for cycle selection. In this case you should select:

  • Select the most recent cycle for “Current Cycle”. If current date is 07/02/2018, the most current cycle would be cycle 07/01/2018, or 20180701;
  • Select the previous week for previous cycle. In our example that would be 06/24/2018, or 20810624;
  • Select the previous week for Forecast Accuracy. Again, this would be 06/24/2018, or 20810624;

 Compare Most Recent Forecast with The One Made at The End of Previous Month

In cases when you want to compare the current values with the end of previous month values.

  • Select the most recent cycle for “Current Cycle”. If current date is 07/02/2018, the most current cycle would be cycle 07/01/2018, or 20180701;
  • Select the last cycle of the previous month. In our example that would be 06/03/2018, or 20810603;
  • Select the same period Forecast Accuracy. Again, this would be 06/03/2018, or 20810603;

            Measure Forecast Accuracy for Last Month’s Forecasts

1. Global Measures

Introduction

Global measures are measures that are used across different reports. In other words, they are not report-specific.

The most important are the Sell-In, Sell-Thru and Inventory Quantities.

Final Sell-In Curr Cycle

1.1 Final Sell-In Cycle 

Either the actual quantity for the latest loaded cycle (setup tab) or the forecasted Sell-In Qty for the selected current cycle (see section about cycles).

Logic: Final Sell-In Curr Cycle => Actuals Until Current Week OR Forecast for Weeks After Current Week

This measure will show Sell-In Actual Values for dates in the past and Forecasted Values for dates in the future. Considering that the actuals may not be closed for the current week, the Sell-In Curr Cycle considers the current date as future, hence it uses the forecasted value. The example below shows the mechanics.

Example: 

Current Cycle, selected in the Setup tab, is 07/01/2018

In this case 

Final Sell-In Curr Cycle = Sell-In Actuals for dates before 07/01/2018

Final Sell-In Curr Cycle = Forecasted Sell-In or 07/01/2018 and after


DAX Formula: Final Sell-In Curr Cycle = [Sell-In Fcst Curr Cycle (Switchover)] + [Sell-In Qty Current Cycle (Switchover)] 

Final Sell-Thru Curr Cycle and Final Inventory Qty Cycle

1.2 Final Sell-Thru Curr Cycle and Final Inventory Qty Curr Cycle

Either the actual quantity for the latest loaded cycle (setup tab) or the forecasted Sell-Thru Qty or Inventory Qty for the selected current cycle (see section about cycles).

Logic: Formula: [Actuals Until Two Weeks in the Past] OR [Forecast for Previous Week and Later]

This measure will show Sell-Thru Actual Values for dates in the past and Forecasted Values for dates in the future. Considering that the actuals may not be closed for the current week, the Sell-Thru Curr Cycle considers the current date as future, hence it uses the forecasted value. The example below shows the mechanics. In the specific case of the Sell-Thru measures, the previous week is also considered forecast (see example below).

Example:

Current Cycle, selected in the Setup tab, is 07/01/2018

In this case

Final Sell-Thru Curr Cycle = Sell-Thru Actuals for dates before 06/24/2018

Final Sell-Thru Curr Cycle = Forecasted Sell-Thru  after 06/24/2018

Report-Specific Measures

Sell-In Prod Month

R1.3 Sell-In Prod Month

Purpose of the report

Show aggregated values of Sell-In Units or Dollars, aggregated by products. Actuals are shown for dates in the past, while forecasts are shown for dates in the future.  Please refer to the global measures sections for more details.

By

Quarter, Month, Week, Product

Note: To switch between dollar values and units, just click on the radio button on the top left corner of the report:

Sell-Thru Cust Month

R1.4.2 Sell-Thru Cust Month

Purpose of the report

Show aggregated values of Sell-Thru units, aggregated by customer. Actuals are shown for dates in the past, while forecasts are shown for dates in the future.  Please refer to the global measures sections for more details.

By

Quarter, Week, Customer

Purpose of the report

Show aggregated values of Sell-In Units or Dollars, aggregated by customers. Actuals are shown for dates in the past, while forecasts are shown for dates in the future.  Please refer to the global measures sections for more details.

By

Quarter, Month, Week, Forecast Customer Name

Note: To switch between dollar values and units, just click on the radio button on the top left corner of the report: