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Coles Synergy Scan Report Builder: Beginner

Available to Coles Synergy Scan licence holders who have Report Builder access. This is the first of two Report Builder courses available for Coles Synergy Scan. The concepts explored in this session are extended upon in the Intermediate course.

Description

Coles Synergy Scan Report Builder: Beginner (session 1) content:

  • Review key concepts relating to the Coles Synergy Scan gateway
  • Function of Periodicity (eg - Current, Year Ago, % Change vs YA, etc) and applying Periodicity to a report as a measure or as it's own dimension
  • Creating a basic Grid-type report with basic sales, share, and pricing information
  • Report Builder layout options and introducing additional dimensions
  • Grid filtering options and conditional formatting
  • Use of basic rules ('Top N', rules with multiple conditions, etc)
  • Editing an existing report template by duplicating it in the Library with the 'Save As' feature and opening the duplicate in Report Builder

Prerequisites

All attendees are assumed to have completed the Coles Synergy Scan Story Builder Training course, or, be at an approximate level of exposure to the Coles Synergy gateway that they are proficient in the following areas:

  • Dynamic selection within the Product dimension
  • Custom Aggregates
  • Library navigation
  • Reports vs Stories, and the Story Builder tool in general
  • Thorough familiarity with the use and function of the main IRi-template Lens Chart in the Scan gateway (The report titled 'How were my weekly sales affected by price and distribution in Supermarket/Express/Liquor stores?')

Attendees who are not yet proficient in these areas may benefit from sitting a Coles Synergy Scan Story Builder session, which can be enrolled in here.

An on-demand recording of this content is also available; you can review the catalogue here.

Target Audience

Available to all Coles suppliers who subscribe to the Coles Synergy Scan gateway.

Training will be offered to licence holders only; please note that the sharing of licences is prohibited. Licences can be transferred from one name to another by our Data Agency team.

Furthermore, this particular session is only available to those licence-holders who are Report Builder-enabled. If you are uncertain about this or wish to discuss upgrading, please contact the Data Agency team.

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