Show TOC

Function documentationContributions Locate this document in the navigation structure

 

Use the Contributions template to create a report that calculates each member's percentage of contribution to other members on a page. Use Contributions to explore how one aspect of your business compares and contrasts to another. This gives you perspective into how well the individual members are performing in relation to the summarized totals. You can compare the individual numbers with the subtotal numbers and grand total numbers to see how a particular row item compares to the total amount of items in the column. The Contributions template has the additional ability to page through the list based on up to three dimensions that can influence the outcome.

Features

You can do the following in a Contributions report:

Feature

Description

Review the report

The table displays three dimensions to explore their contributions. Members of the last dimension displayed down the page are ranked from top performers to bottom performers.

The last row of each grouping of down dimension members contains a subtotal of the row items in column 2. The last row of the report contains a grand total of all the nonsubtotaled values in column 2. This gives you perspective into how well the individual members are performing in relation to the summarized totals. You can compare the individual numbers with the subtotal numbers and grand total numbers to see how a particular row item compares to the total amount of items in the column.

One page is a representation of one member for the first and second down dimension members and multiple members of the last down dimension. A report might have only one page if you select only one member for the first and second dimensions.

The % Total displays the percent contribution of the corresponding row item in column 2 to the subtotal amount of all items on the page in column 2. This number is calculated by the following formula: (column 2 row item / column 2 page subtotal) * 100.

Select the metrics displayed in the report

You can select metrics for the report. For information, see Data Adjusting.

Select the dimension members filters

You can select dimension members for the report and you can also select filters for dimensions not displayed in the report. For information, see Data Adjusting.

For information about using the Select dialog box, see Dimension Member Selection in Select Dialog Boxes.

Set the time frame

You can examine progress versus historical performance by changing time frames. The time frame settings vary depending on the type of Contributions report you are displaying.

For information, see Time Setting with Time, Metrics, or Dimensions Across the Report.

Set the presentation

You can specify the presentation of the report by setting the layout, row limits, selecting the dimensions displayed down the report, suppressing portions of long labels, and setting user-defined hierarchies.

You can set any of these report types:

  • You can analyze the exceptions between two time periods, answers the question “How has performance changed over time and where does this lie in my expectations of performance?”

  • You can also analyze exceptions between two metrics to answer the question “How can I sift through similar types of data to get a true reading of performance?”

  • You can also report on two similar dimensions to review their variances. The Variance column calculates (member in column 2 - member in column 3). The % Variance column calculates the percent variance between columns 2 and 3 using the formula ((c2-c3)/c3)*100, or (c4/ABS(c3))*100.

You can define high and low triggers by which to color the data. The Exceptions template takes high and low values you specify, called triggers, and displays members that perform above expectations in green, and members that perform below expectations in red. This way, you can quickly see the areas that are meeting expectations, or are above or below expectations. Exceptions in the data are colored based on the high and low values specified for the first column in Alerts.

For information, see Presentation Setting in Contributions.

For information, see User-Defined Hierarchy Development.

Display the chart

You can control the display of the chart, specify which items are charted, and set charting features. For information, see Graph Settings.

Drill up and down on dimensions

If you drill down and get a message stating that no data matches your criteria, you can drill up to redisplay data. You can drill up only as high as the level at which you started drilling.

If you are displaying multiple dimensions down the table, the Up arrow button drills up on the last dimension you drilled on.

Update your view

You can update your view after changing settings. If Update View appears grayed out, it means there are no report changes.

Activities

  • To edit the metrics that are used in the report, click Metrics in the Adjust Data section.

  • To edit the dimension members that are used in the rows, click Rows in the Adjust Data section.

  • To filter the dimensions not used in the report, click Filters in the Adjust Data section.

  • To set the time frame, use the settings in the Time section.

  • To set the layout of dimensions, metrics, or time to appear down the page, click Layout.

  • To set limits and set User-Defined Hierarchies, use the settings in the Presentation section.

  • To display a chart, click Display Graph in the Graph section.

  • To change chart settings, click Graph items in the Graph section.

  • To drill down on data, click any item in the left-most column that contains a blue link.

  • To drill up on data, click the Up arrow.

  • To update the view with new time settings, click Update View.