Custom Analytics (Add-On)
Updated 2 weeks ago
by
Stephanie Krenz
Custom Analytics is a charged Add-On that must be licensed separately.
Custom Analytics is a premium Add-On that allows you to create personalized reports for a detailed analysis of key performance indicators. It helps you track key metrics and make data-driven decisions for the growth and success of your business.
Creation
To create a Custom Analytics, click on Content Studio at the top, select Custom Analytics on the left and then click on the + Custom Analytic button at the top right:
You can find out more about the setting options in the following steps:
- Enter a Name for the new Custom Analytic
- (Optional) Description: enter a Description
- (Optional) Dependencies: select an analysis to base your custom analysis on
- (Optional) Output-Tables: enter the name of the output table(s) of your user-defined analysis here - otherwise they will be automatically deleted by dab Nexus
- (Optional) Custom Parameters / Add Parameter: create and reference user-defined parameters
- Create Parameter: give the new parameter an identifier (ID), a name (display name), optionally a description, define the data type (string = character string, integer = number, date = date value) and specify whether this parameter can have multiple values (checkbox has multi-values)
- Available Parameters: depending on your selection in the dependencies, available parameters are displayed. If you hover over the i to the right of the parameter name, a short explanation of this parameter is displayed
- SQL Coding: create an SQL query - in which you can use the parameters, tables and output tables on the left - for a customized analysis of your company's data
- Create or Create & Close: as soon as all settings are defined, the custom analytic can be saved - it is created with Create & Close, this view is automatically exited and you return to the overview of the existing custom analytics
Parameter
There are two different types of parameters that can be used in user-defined analyses:
- User-defined Parameter: are created and linked in the same step as the user-defined analysis itself
- Standardparameter: from the Content Suite
Handling values
Parameter values
- Are separated by a Semikolon ;
- Example:
- Your input: 2022 und 2023 - Parameter value: 2022;2023
Range values
- Display a filter condition
- Are separated by the Dollar Sign
- Example:
- Your input: 0000 bis 9999 - Parameter value: 0000$9999
- Your input: AAAA bis ZZZZ - Parameter value AAAA$ZZZZ
- Both range values at the same time additionally separated again by a Semicolon ; - 0000$9999;AAAA$ZZZZ
Parameter
They are entered by simply replacing the values in curly brackets, so you must surround them with appropriate quotation marks.
Custom Parameters
User-defined parameters are referenced by their names, which are enclosed in two curly brackets. For example, the parameter Test is mapped as {{Test}}. The values are passed as explained above.
Content Suite Parameters
The following standard parameters are available in the integrated Content Suite:
Parameter | Reference | Description |
Analytic Closing Date | {{Common.Filters.AnalyticClosingDate}} | Optional - For analyses that require some kind of cut-off date. If no value has been defined, the current date is used |
Company Code | {{Common.Filter.CompanyCode}} | Company Codes taken into account for the analysis |
Currency Conversion Date | {{Common.Filters.CurrencyConversionDate}} | Optional - to specify a reference date for currency conversion transactions If empty, the date of the transaction is used |
Exchange Rate Type | {{Common.Filters.ExchangeType}} | Exchange rate type to be used for currency conversion |
Fiscal Year | {{Common.Filters.FiscalYear}} | Financial year for relevant financial transactions |
Language | {{Common.Filters.Language}} | Single-digit language identifier for localization-dependent filtering |
Reporting Currency | {{Common.Filters.ReportingCurrency}} | Currency into which financial values are to be converted in order to be able to compare amounts in different currencies |
Time Period | {{Common.Filters.TimePeriod}} | Period defines the time frame to be used for the analysis |
Shortcut for Parameters
To make things even easier, there are integrated parameter value tables for the previously introduced parameters.
Parameter | Table-Name | Columns |
Analytic Closing Date | @filterAnalyticClosingDates | AnalyticClosingDate |
Company Code | @filterCompanyCodes | CompanyCode |
Currency Conversion Date | @filterCurrencyConversionDates | CurrencyConversionDate |
Exchange Rate Type | @filterExchangeTypes | ExchangeType |
Fiscal Year | @filterFiscalYears | FiscalYear |
Language | @filterLanguages | Language |
Reporting Currency | @filterReportingCurrencies | ReportingCurrency |
Time Period | @filterTimePeriods | TimeStart, TimeEnd |
To simplify the handling of the values even further, some additional variables are provided.
Parameter | Variable-Name | Description |
Analytic Closing Date | @envAnalyticClosingDate | Value of the analytical cut-off date |
Currency Conversion Date | @envCurrencyConversionDate | Value of the currency conversion date |
Language | @envLanguage | First language parameter value entered |
Language | @envLanguageFallback | If second language is specified, this value is filled in |
Reporting Currency | @envReportingCurrency | Value of the reporting currency |
Time Period | @envTimeStart | Start date of the period |
Time Period | @envTimeEnd | End date of the period |
