Contents

• Visualization 1 and 2 - Comparison Bars, Incoming by Days and Payment Predictions
• Visualization 3 - Table, Future Payment Prediction Detailed View
• Linking Both Models for Customer Analysis

In this lesson, we will extend second page “Customer Analysis” as part 2 of Post Predictive Visualization lesson by copying both “Incoming by Days” and “Payment Predictions” charts into “Customer Analysis” to do Customer level analysis.

Visualization 1 and 2 - Comparison Bars, Incoming by Days and Payment Predictions

1. Go to Edit mode in “Invoice Overview”.

2. Select “Incoming by Days” >> More Options >> Copy>> Copy To>> “Customer Analysis”.

   

3. On “Customer Analysis” page align “Incoming by Days” as shown in image:

4. Go Back to “Invoice Overview” Select “Payment Predictions” >> More Options >> Copy To>> Copy>> Customer Analysis.

5. On “Customer Analysis” page align “Payment Predictions” as shown in image:

6. After copying two charts page frame work will look like below image (if all CUSTOMER values are selected in the filter).

Visualization 3 - Table, Future Payment Prediction Detailed View

1. Add Table from Insert tab and move it next to “Payment Prediction”.

2. Change the underlying model to CASHFLOW_AR_OPEN_DATA_W_PREDICTION if its not selected.

3. Click on “Account(1)” >> select “AMOUNT”,“PREDICTED OVERDUE DAYS”, “DUE IN DAYS” >> Click OK.

4. Go to Styling and select Border : All Borders.

Linking Both Models for Customer Analysis

Linked dimensions, is a large part of what makes SAP Analytics Cloud so agile. It allows you to bring in different data sources and analyze common dimensions.

1. Select Link Dimensions as shown in image:

2. Make sure we have desired models on Left side (COVID_CASHFLOW_AR_CLEARED_DATA) and right side (CASHFLOW_AR_OPEN_DATA_W_PREDICTION).

3. Select “CUSTOMER” from both sides and we can see they are linked and click SET and Done.

4. If you go to View mode on top right corner.

5. Select All from “CUSTOMER”.

6. Final output should look like below image:

7. Press Ctrl + S to Save all the work.

8. To switch back to “Invoice Overview” use the drop down on the top.

Customer analysis on USC_L09

Customer USCU_L09 seems to be in a very poor current position, as 94% of the credit we have extended to them is overdue. Based on the information we have on customer USCU_L09 if we filter , we can see that they are expected to pay us an additional $8.559 million in the next >90 days. However, our predictive model indicates that we should expect this amount 61-90 days late. The predicted payment behavior seems consistent with their historical payment behavior.

Congratulations!! You have completed the Visualization Workbook for the workshop.