Default Behavior in Descriptive Analytics

The content below presents the details for how each Descriptive Analytics report will appear by default.


1) Report - Dashboard   

     A) Default Logic when there is NO Default Setting

             When user navigates to Workplace -> Analytic -> Dashboard , if there is no default setting in drop-down , then it works as below

              1) Term is set to "All" by default.

              2) The Left and Right Date will be set to yesterday's Date 

              3) If current Month > 8 then Left and Right Cohort Years are set to ( Current year Value + 1 )

              4) If Current Month <= 8 then  Left and Right Cohort Years are set to Current year Value.

              For ex: If today's date is 1 Nov 2015, then Left and Right Cohort year would be 2016 and left and right side dates would be 31 Oct 2015.

                           If today's date is 1 May 2015 , then Left and Right Cohort year would be 2015 and left and right side dates would be 30 April 2015.      

      B) Logic when there is a Default Setting.

              If there is default setting and even though user does NOT select that then it works as below

               1) It calls the SP 'Analytics_Get_UserSegment' to fetch the TERM, OPPORTUNITY TYPE etc filter value and sets them.

               2) Then it call SP 'Analytics_Get_UserSegment4' to fetch the Left Side Cohort Year value and sets that

               3) Left side date is set to Yesterday's Date part + (Left Side Cohort - 1)

               4) Right Side Cohort = Left Side Cohort - 1

               5) Right Side Date = Yesterday's Date part + (Left Side Cohort - 2)                 

                      For ex: If Cohort year Saved in DB = 2014

                                If today's date is 1 Nov 2015, then Left Cohort year would be 2014 and left side date would be 31 Oct 2014.

                                     then right Cohort year would be 2013 and right side date would be 31 Oct 2012.

2) Report - Profile (maps)       

      A) Default Logic when there is NO Default Setting.

              1) It calls the SP 'Analytics_Get_UserSegment' and since there is no default setting present, it shows default values in the fields Term , Year, Admission Stage , Race,     Gender, First Activity, Decision Model, Major , Status value , Opportunity Type.

              2) Sets the date as Today's Date - 1 i.e Yesterday's Date

      B) Logic when there is a Default Setting.               

              1) It calls the SP 'Analytics_Get_UserSegment' and sets default values in the fields Term , Year, Admission Stage , Race, Gender, First Activity, Decision Model, Major , Status value , Opportunity Type.

              2) It sets cohort year from the database. 

              3) If current month > 8 then it sets Date as ( Yesterday's Date + (Cohort Year - 1) ).

              4) If current Month <= 8 then it sets Date as (Yesterdays's Date + Cohort year ).

                   For ex:  If Cohort Year in Database is 2010 and today's date is 1 Nov 2015 then it will set Year as 2010 and Date as 31 Oct 2009.

                                 If Cohort Year in Database is 2010 and today's date is 1 May 2015 then it will set Year as 2010 and Date as 30 April 2010.


3) Report - Date    

      A) Default Logic when there is NO Default Setting.

             When there is no Default / g_default setting saved for this type of report , the controls are defaulted as per below logic

             1) Cohort Year1 = Current Year + 1 ( if Current Month > 8 ) OR Cohort Year1 = Current Year (if Current Month <= 8).

                    For Ex: If Today's Date = 1 NOV 2015 then Cohort Year1 = 2016 , if Today's Date is 1 MAY 2015 then Cohort Year 1 = 2015   

              2) Date1 = Yesterday's date , For Ex: if Today's Date is 1 NOV 2015 , Date1 = 31 Oct 2015

              3) Cohort Year2 = Cohort Year1 - 1.    Cohort Year2 = 2015

              4) Date2 = Date2 + (Date1 Year - 1)    Date2 = 31 Oct 2014          

              5) Cohort Year3 = Cohort Year1 - 2.    Cohort Year3 = 2014

              6) Date3 = Date3 + (Date1 Year - 2)    Date3 = 31 Oct 2013            

              7) Cohort Year4 = Cohort Year1 - 3.    Cohort Year4 = 2013

              8) Date4 = Date4 + (Date1 Year - 3)    Date4 = 31 Oct 2012

      B) Logic when there is a Default Setting.               

              The report fetches 4 Cohort year values from database using SP 'Analytics_Get_UserSegment4'.

              For ex : Lets assume today is 1 NOV 2015

              1) Cohort Year1 = 2012

              2) Date1 = (Yesterdays Date + Cohort Year1 - 1) = 31 Oct 2011             

              3) Cohort Year2 = 2013

              4) Date2 = (Yesterdays Date + Cohort Year1 - 1) = 31 Oct 2012             

              5) Cohort Year3 = 2014

              6) Date3 = (Yesterdays Date + Cohort Year1 - 1) = 31 Oct 2013              

              7) Cohort Year4 = 2015

              8) Date4 = (Yesterdays Date + Cohort Year1 - 1) = 31 Oct 2014

4) Report - Term     

      A) Default Logic when there is NO Default Setting.

             When there is no Default / g_default setting saved for this type of report , the controls are defaulted as per below logic

             1) Cohort Year4 = If current Month > 8 (Current Year + 1)  ELSE (Current Year).

             2) Date 4 = (Yesterday's Date part) + (Cohort Year4 - 1).

             3) Cohort Year3 = Cohort Year4 - 1

             4) Date 3 = Date 4 - 1

             5) Cohort Year 2 = Cohort Year 4 - 2

             6) Date 2 = Date 4 - 2

             7) Cohort Year 1 = Cohort Year 4 - 3

             8) Date 1 = Date 4 - 3

             9) Values in all other dropdowns will be defaulted to 1st value.

      B) Logic when there is a Default Setting.               

              The report fetches 4 Cohort year values from database using SP 'Analytics_Get_UserSegment4'.

             1) If Current Month > 8 then ( Cohort Year = Cohort Year from DB + 1 ) ELSE (Cohort Year = Cohort Year from DB)

             2) Date = ( Yesterday's Date + (Cohort  Year4 - 1) )

             3) The Above SP also fetches the value of Term.         

  5) Report - Details  

      A) Default Logic when there is NO Default Setting.

             When there is no Default / g_default setting saved for this type of report , the controls are defaulted as per below logic.

             1) The report tries to call a stored procedure 'Analytics_Get_UserSegment' but as there is no default setting in DB for this type of report it returns nothing.

             2) So the Year , Term and other filters defaults to first option in dropdown.

             3) The date defaults to Yesterday's date.           

      B) Logic when there is a Default Setting.               

              1) The report fetches 4 Cohort year values, Term , and Custom from database using SP 'Analytics_Get_UserSegment'.

              2) It sets Year = Cohort from Database

              3) Date = ( Yesterday's Date part + ( Year - 1) ) 

               4) Other Custom Filters like Term etc are also set using database values.

6) Report - Comparison 

     A) Default Logic when there is NO Default Setting

            When user opens Analytic Dashboard - Comparison page (under Workplace tab), if there is no default setting available in drop down, then it works as below.

             1) It uses the left hand side Date as Yesterday's date i.e Today's Date - 1

             2) And the Left had side Cohort year as current year + 1 if the current month > 8 

             3) If the Current Month <= 8 then it takes left hand side cohort year as current year.

                  For ex If today's date 1 Nov 2015 then Left Hand side Cohort year value would be 2016

                  If Today's date is 1 May 2015 then Left Hand side Cohort year value would be 2015.

             4) The right hand side Date is Left hand side Date but year value 1 less than left hand side year value.

              5) Right hand side Cohort is Left Side Cohort - 1.

     B) Logic when user saves a setting and reloads the same.

             1) User select the left and right hand side date and cohort year

             2) Clicks on Save Settings

             3) Only left hand side and right hand side Cohort year values gets saved and not the date part.

             4) So when user tries to load the same setting which he saved earlier , it will show today's date but the year will be the one which user saved earlier.

                 For Ex: If today's date is 24 Nov 2015 , and user selects the left hand side date as 1 Oct 2015 and Cohort year is 2015 , whereas right hand side Date is 1 Nov 2014 and                                      Cohort year is 2014, when                      user saves settings , only Cohort Year will be saved.

                     So when user tries to load the same setting it will show left and right hand dates as 

                      Left hand Side Date                                             Right Hand Side Date

                      23 Nov 2014 - Cohort year 2015                            23 Nov 2013 - Cohort year 2014        

                 Note : Please note that year value part (highlighted in RED) in date   is Cohort year - 1.     


7) Report - Conversion

      A) Default Logic when there is NO Default Setting.

             When there is no Default / g_default setting saved for this type of report , the controls are defaulted as per below logic.

             1) The report tries to call a stored procedure 'Analytics_Get_UserSegment4' but as there is no default setting in DB for this type of report it returns nothing.

             2) So if Current Month> 8 then Cohort Year = ( Current Year + 1) ELSE Cohort Year = Current Year

             3) The date defaults to Yesterday's date.

             4) All other filters defaults to first option from dropdown.           

      B) Logic when there is a Default Setting.               

              1) The report fetches Cohort year , Term , and other Custom filter from database using SP 'Analytics_Get_UserSegment4'.

              2) If Current Month > 8 sets Cohort Year = (Cohort from Database + 1) ELSE Cohort Year = Cohort year from Database.

              3) Date = ( Yesterday's Date part + ( Cohort Year - 1) ) 

               4) Other Custom Filters like Term etc are also set using database values.


8) Report - Pivot

      A) Default Logic when there is NO Default Setting.

             When there is no Default / g_default setting saved for this type of report , the controls are defaulted as per below logic.

             1) The report tries to call a stored procedure 'Analytics_Get_UserSegment' but as there is no default setting in DB for this type of report it returns nothing.            

             2) The date defaults to Yesterday's date.

             3) All other filters defaults to first option from drop-down.           

      B) Logic when there is a Default Setting.               

              1) The report fetches Cohort year , Term , and other Custom filter from database using SP 'Analytics_Get_UserSegment'.

              2) If Current Month > 8 sets Cohort Year = (Cohort from Database + 1) ELSE Cohort Year = Cohort year from Database.

              3) Date = ( Yesterday's Date part + ( Cohort Year - 1) ) 

               4) Other Custom Filters like Term etc are also set using database values.


9) Report - Crosstab

      A) Default Logic when there is NO Default Setting.

             When there is no Default / g_default setting saved for this type of report , the controls are defaulted as per below logic.

             1) The report tries to call a stored procedure 'Analytics_Get_UserSegment' but as there is no default setting in DB for this type of report it returns nothing.            

             2) The date defaults to Yesterday's date.

             3) All other filters defaults to first option from drop-down.           

      B) Logic when there is a Default Setting.               

              1) The report fetches Cohort year , Term , and other Custom filter from database using SP 'Analytics_Get_UserSegment'.

              2) If Current Month > 8 sets Cohort Year = (Cohort from Database + 1) ELSE  Cohort Year = Cohort year from Database.

              3) Date = ( Yesterday's Date part + ( Cohort Year - 1) ) 

               4) Other Custom Filters like Term etc are also set using database values.

Comments