Deal Comparison Scatter Plot

1. Navigate to the Process Administration page.
   1. Click Admin to go to the Admin Home Page.

   2. Click Process Definition in the Commerce and Documents section.

      The Processes page opens.

   3. Click the Process link in the Name column.

      The Process Administration page opens.

2. Select Analytics from the Navigation drop-down menu, then click List.

   The Analytics List page opens.

3. Click Create Analytic.

   The Analytic wizard opens.

4. Scroll through the filmstrip to the Scatter Plot option, then click Create.

   

   The Analytics Definition Editor page opens.

   

5. Define the following parameters:

   • Name - The name for the analytic.
   • Variable Name - The variable name for the analytic.
   • Description (optional) - The description for the analytic.
   • Document - The selected Commerce main document or sub-document. (i.e. Transaction or Transaction Line).
   • Title - The title for the chart.

6. Click Next.

7. Define Chart Settings.

   

   • X-Axis - select which attribute will be represented on the x-axis. This selection will also be the x-axis name on the chart.
   • Y-Axis - select which attribute will be represented on the y-axis. This selection will also be the y-axis name on the chart.
   • Group By (optional) - select how data items are grouped.
   • Curve Fit Group Value (optional) - select the curve fit value if "Group By" is used.

8. Define Filters.

   

   • Date Filter - The name of the Commerce date attribute used to filter historical Transactions for the analysis. System attributes such as 'System Last Modified Date' may also be selected.
   • Duration - The time period prior to today's date to include in the analysis. The data selection duration is cumulative. Administrators may select from options including Last 30 days, Last 90 days, Last 6 months, Last 12 months, and All Transactions.

   • Advanced Filters allow administrators to limit the results displayed in Transaction and Transaction Line scatter plots.

     Click Add Row to add additional items to filter. An unlimited number of filters for each Scatter Plot.

     • Select Query Attributes from predefined Data Columns.

     • Select the Operator used to match the selected criteria.
       Operators relevant to the query data type display to enable administrators easy and accurate editing of filters. Attributes without values can also be filtered out using the 'Is Empty' and 'Is Not Empty' operators, providing administrators with flexibility to assure that only clean data is included in their predictive model.

     • If applicable, select Transaction Attributes or [Use Specified Value].

     • If applicable, select or define the Specified Value to be used in the query filter.
       Select a value from a drop-down list for Menu or Boolean attributes, a date for Date attributes, or enter a value for Text or Numeric attributes.
       

     For example, Scatter Plots can display only data for the same industry or customer present on the current Transaction.

   • Maximum Number of Records

     The default value for Maximum Number of Records is "200", if a value is not specified a maximum of "1200" records will be used.

     Enter the least number of Maximum Number Of Records acceptable for your business need. The maximum number of records is defaulted to 200, and cannot exceed 1,200. The more data points in a scatterplot, the larger its storage consumption. Each data point equals approximately 28 bytes of storage. A scatterplot with 200 data points takes approximately 5.6k bytes and 1,200 data points is 34k bytes of storage. The maximum limit for the scatterplot cache is 50M bytes. Once the storage limit is reached, the least recently used entries are removed from the cache to make space for new data point entries.

9. Select the Enable Cache checkbox.

   

10. Enter the number of minutes to retain the data point values in the cache before the values are refreshed from the database. The default is "1440" Minutes. The minimum value is "1" and maximum value is "7200" Minutes.

11. Select a value from the Truncate Advanced Filters Timestamp drop down to define the granularity (days or hours) of date-time attributes used to access cached data:

    • To Dates Only - Truncate Advanced Filters Timestamp attributes to date only and ignoring hours, minutes and seconds when data points are cached.

    • To Hours Only - Truncate Advanced Filters Timestamp attributes to include date and hour, ignoring minutes and seconds when data points are cached.

      Before you enable cache, evaluate the caching effectiveness for the scatterplot. Caching is most effective if the scatterplot is shared among quotes and sales users. For example, a discount vs revenue scatterplot by sales regions is a good candidate for caching, as it is the same for all sales users in the same region. On the other hand, if every quote or sales user would see a different scatterplot (for example, quote history of the current sales user), caching is unlikely to be effective. Instead, in this example, you may want to set the HTML attribute to "Leave Value Unchanged" in its Modify tab. This prevents the HTML attribute from refreshing in the corresponding modify actions.
      

12. Select one of the following options:

    • Click Apply to save changes and remain on the Editor page

    • Click Update to save changes and return to the Analytics list page.

    • Click Update and New to define another analytic.

    • Click Back to return to the Analytics list page without saving changes.

Administrators can now use a Preview function to view a Scatter Plot before displaying it in a Commerce Transaction. The ability for administrators to view deal comparisons can aid the analysis and definition of pricing rules and guidelines.

1. Navigate to the Process Administration page.
   1. Click Admin to go to the Admin Home Page.

   2. Click Process Definition in the Commerce and Documents section.

      The Processes page opens.

   3. Click the Process link in the Name column.

      The Process Administration page opens.

2. Select Analytics from the Navigation drop-down menu, then click List.

3. Select the applicable Deal Comparison analytic.

   The Analytics Definition Editor page opens.

4. Click the Preview tab.

   

   The Preview Scatter Plot page opens.

   

5. To preview a Transaction Scatter Plot:

   1. Enter a BS_ID (the identifier for an individual Commerce Transaction) for a Transaction.
   2. Click Preview.

6. To preview a Line-level Scatter Plot:

   1. Enter a BS_ID.
   2. Enter a Document Number integer value for the line to be displayed.
   3. Click Preview.

Beginning in Oracle 20B, JET UI users can access related Transaction and Transaction Line details from a Deal Comparison Scatter Plot.

Complete the following steps to open related Transaction details:

1. Open the Deal Management Analytics section of the Transaction or Transaction Line to display a scatter plot.
2. (Optional) Hover over data points within the scatter plot to view data point summary information.

   

3. Click on a data point to open a new tab containing either the Transaction or Transaction Line details specific to that data point.

Administrators can copy Scatter Plot, Win Probability, Price Optimization, or Price Guidance analytics. This functionality allows administrators to quickly define and preview alternative analytics to evaluate the results with differing inputs.

Complete the following steps to copy an analytic:

1. Navigate to the Admin Home page.

2. Under Commerce and Documents, click Process.

   The Processes page opens.

3. Select Analytics from the Navigation menu, next to the applicable process.

4. Click List.

   The Analytics List page opens.

5. Select the checkbox next to the applicable analytic.

   

6. Click Copy.

   The Analytics Definition Editor page opens.

7. Update the analytic properties as desired.
8. Initiate machine learning to train the new analytic.
9. Preview the new analytic to analyze the results.

The Migration Center is the user interface where all migration takes place within Oracle CPQ. Deal Management Analytics are displayed in the Analytics folder under the applicable Commerce process. Deal Management Analytics are migrated when the parent Commerce process is migrated.