Building reports using charts

Fullcast offers different chart types to create reports and analyze sales data. Before creating a report, it is necessary to understand some basic concepts around building reports in fullcast.io.

Basic Concepts

Entities

An entity is a group of data points that can be characterized into either a dimension (that is a text) , or a measure (that is a numerical values). There are two types of entities in the Design module:

Raw Entities - Data imported from various lines of business applications or transaction (OLTP) systems, such as a CRM, financial, or point of sale system. This data is imported into the design application to use for planning.
Go To Market Entities - Data created within the Design module, such as a territory, team, product group, role, or partner channel.

Dimensions and Measures

Dimensions: Qualitative values (such as names, labels, regions, or dates) that are used to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view and appear on your x-axis. An example would be a column for the list of territories.

Measures: Numeric, quantitative values that you can measure, aggregate (sum, average, etc.), and use in mathematical functions. Measures appear on your y-axis. An example would be a sales revenue column for which you can find the sum.

Steps to plot a chart

In the territory design, select customer segments.
On the top right corner, select the first icon that says Chart View.
A new window rolls out, which has the display of nine different types of charts available in the app.
Select the chart of your choice and plot accordingly.
Enter an appropriate Title for the chart.
Add the necessary dimensions and measures to the chart by dragging and dropping from the available entities. You can also search for dimensions and measures using the search box.
Complete configuring the chart data by adding any timeline fields, filters, or limits.
Select Plot.

Configuring Your Chart data

In addition to selecting dimensions and measures, there are a few more aspects of a chart that define the data being used.

Timeline

The timeline constraints the measures plotted in the chart by a specific time period. This field is auto-populated when you add a time-series measure.

This field is configured when you are onboarded as a customer - reach out to your business partner for more information.

Filters

Filters restrict the data shown in the chart to match the conditions you specify. You can add multiple rows to filter in the Chart Builder.

To apply a filter:

1. Drag a Dimension Measure to be filtered in the space provided.

2. Choose an operator (e.g. equal to, not equal to, in, etc.)

3. Fill in a value.

Limits

Limits restrict the number of dimensions plotted in the graph. For example, if you're sorting by Territory name and only want to plot five territories, you can set the limit value as 5.

Customizing Your Measures

Configure the following attributes on your measures:

Aggregation

Aggregate the measure for each group - choose between sum, avg, count (distinct count for dimensions), min, and max.

Axis

Display measures with different units using different y-axes - choose between Primary or Secondary.

Sort Order

Plot your measure values in Ascending or Descending order. If there are multiple sort orders specified, only the first one is used.

Type

Choose the chart type from the following options - bar, line, area, and stack.

Color

Customize the graph color for each measure using the fullcast.io color palette.