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Scenario using Business Performance Director

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The following outlines a realistic scenario, illustrating how you can extend the functionality that is provided and cater it to your needs. The scenario describes how to analyse the ROI situation for your net sales value balances per region, (in this case, Area EAST).

Prerequisites:

  • Your company wants to analyse sales broken down into geographical areas.
  • These areas are defined in the Area table in DC1

Do as follows:

Defining the rules for data retrieval:

Note: The Originating company key must be included in every new selection you make. If you are running from a parent (corporate) company and you do not want to retrieve data for the entire company group, make the applicable selections.

  1. Select Options/Retrieve data from Business Information Warehouse.
  2. Click the Selection button.
  3. On the Object Manager, Balance selections window, click the New icon.
  4. On the Edit balance selection window, select the applicable Balance type, from the drop down list, for which you want to make a selection. Choose a Selection from the drop down list. If the selection you want does NOT exist (as is the case with this scenario), click Manage (and continue reading from step 5).
  5. On the Object manager – Balance selections window, click New.
  6. Select Area from within the Available keys list and click Add selection.
  7. You are prompted with a Selection view window. Enter the from/to values manually or click the Find button and select from the list. Click OK.
  8. Repeat 6 and 7 for the mandatory key Originating company.

    9. Click Save.

  9. On the Edit balance selection window, Choose the previously created selection in the Selection drop down list.
  10. Click Save.

Create a new component:

  1. Access Manage/Components from the menu bar or click the Manage components icon from the toolbar.
  2. Copy a similar component (for this scenario, Sales value).
  3. Change the following on the copied version:
    4. Code
    Alternative description (e.g., Value East)
    Change anything else applicable
  4. Click the Edit button for the Component formula. Note: You would most likely NOT edit the formula for ROI. The ROI values should still be based on the total “original” Net value from which you copied.
  5. You access the Edit formula window for the newly created component. Your new Balance type selection has been added (i.e. Sales net value / EAST).
    1. Clear the formula that is displayed in the bottom part of the window for “old” Net Sales Value:
      2. ( “Balance : Sales net value” + “Balance : Service total external net value” )
    2. Select the “new” Net Sales Value / East balance. If you do not want to include the Service net value (as is defined in the predefined formula for the Net sales value), close the formula with an end bracket. Otherwise add the Service total external net value as well to the formula and close the formula with an end bracket.

      3. Click Save.

  6. If applicable, manually set the following reference values. (Select the new component in the BPD workspace and click the Edit actual values icon).
    • Industry Standard
    • Company Target
    • Actual / Base (You can simulate the calculation by manually entering data for Actual and Base, before actually calculating)
  7. Complete the following input values in the BPD workspace:
    8. Base year
    The year before the investment.
    Actual year
    The current year.
    From/To
    Periods for Base and Actual year.
  8. Click Calculate to view results.

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