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Order Statistics
Order Statistics

How to make statistic based on all type of orders on order and order line level

Updated over 2 months ago

The Order Statistics screen in ProdSys is a versatile tool that allows you to build customized statistics from all order types at both the order and line levels. This feature utilizes a crosstab grid, enabling you to analyze data using fields from orders and order lines. Additionally, the crosstab table can be visualized graphically above the table, making it easier to interpret data. All fields can be filtered, sorted, and the grid can be saved and shared with others.

This step-by-step guide will show you how to effectively use the Order Statistics screen to create insightful reports and enhance decision-making.

Step-by-Step Guide to Using the Order Statistics Screen

Step 1: Access the Order Statistics Screen

  1. Log in to ProdSys: Start by logging into your ProdSys account with your username and password.

  2. Navigate to Order Statistics: From the main menu, go to “Finance” and select
    ​“Order Statistics” from the submenu.
    ​https://app.prodsys.com/#/economy/sale-statistics

Step 2: Choose Fields for the Crosstab Grid

ProdSys allows you to build a customized crosstab grid by selecting fields from both order and order line data. Here’s how to do it:

  1. Period: Select the Order date period in the top of the page
    ​

  2. Open the Field Selector:

    • Locate the field selector icon on the right side of the screen.
      This panel contains all the available fields you can use to build your statistics.
      ​All fields : List of available fields from the order

      Row Fields: Field placed in the Row section

      Column fields: Fields placed in the Column section

      Data Fields: Fields placed in the grid section

      Filter Fields: Field only used for filtering
      ​

  3. Select Fields to Include:

    • Drag and drop fields from the field selector into the crosstab grid. You can include fields such as:

      • Customer

      • Order Date

      • Delivery Date

      • Product Number / Article Number

      • Net Price

      • Quantity

      • Actual Cost

      • Planned Cost

      • Difference (Diff)

    • You can add as many fields as necessary to build the desired statistic.

Step 3: Arrange the Crosstab Grid Layout

  1. Drag Fields to Rows and Columns:

    • Drag the selected fields to the “Rows” or “Columns” area of the crosstab grid to define how the data is grouped and displayed. For example:

      • Drag Customer to Rows to group data by customer.

      • Drag Product Number to Columns to display data by product.
        ​

  2. Add Measures to the Crosstab:

    • Choose numeric fields (like Net Price, Actual Cost, Quantity) and drag them to the “Data fields” area to be used as measures. These fields will display aggregated data, such as totals or averages.

Step 4: Filter and Sort Data in the Crosstab Grid

  1. Apply Filters:

    • Use the filter options to narrow down your data set. Click on the filter icon next to each field to apply filters.

    • For example, filter by a specific Customer or Order Date range to focus on a particular subset of data.

  2. Grouping:
    If added more than on field in each of the fields you can Expand or Collapse the grouping by selecting the Expand or Collaps buttons in top of the table.

  1. Sort Data:

    • Click on the column headers to sort data in ascending or descending order. Sorting can be applied to any field to organize data for easier analysis.

Step 5: Visualize the Crosstab Data Graphically

  1. Graphical View:

    • Above the crosstab grid the graph will be generated according to the grid

Step 6: Save and Share Your Customized Crosstab Grid

  1. Save the Grid Layout:

    • Click on the “Action menu” "Three dots" button at the right of the screen to save your customized crosstab grid. You can name the layout for future reference and use.

  2. Share the Grid:

    • To share your saved layout with other team members, click on the “Share” button. You can select specific users or groups to share the layout with, allowing for collaborative analysis.

Step 7: Export Data for Further Analysis

  1. Export the Crosstab Data:

    • Click on the “Export” button (usually found in the action menu of the grid) to download the data in your preferred format (e.g., Excel, PDF).

    • Exporting data allows you to perform further analysis outside of ProdSys or share reports with external stakeholders.

Tips for Optimizing the Use of the Order Statistics Screen in ProdSys

  1. Combine Multiple Fields: Use a variety of fields from both order and order line levels to create comprehensive statistics.

  2. Regularly Update and Save Layouts: Keep your layouts up-to-date to reflect the latest business insights. Save frequently used layouts for quick access.

  3. Utilize Graphical Representations: Use graphs and charts to visualize data, making complex information easier to understand.

  4. Leverage Filtering and Sorting: Regularly apply filters and sort data to focus on the most relevant information and ensure effective decision-making.

Conclusion

The Order Statistics screen in ProdSys is a powerful tool for building custom statistics and analyzing data from all order types at both the order and line levels. By using the crosstab grid, filters, sorting, and graphical visualization, you can gain valuable insights into your business operations, identify trends, and make data-driven decisions. Start using the Order Statistics screen today to enhance your analytical capabilities and improve your overall financial performance.

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