Variable Settings, Display Groups & Forecast Configurations

Updated 4 months ago by Leigh Hutchens

On the variables settings page, you can create and manage your forecast configurations and variable display options, including adding them to Display Groups. Display Groups affect how variables are visualised in schedule statistics and the Forecast tab.

Navigating to Account Settings > Statistics > Variable Settings will give an overview of all your configurations, calculated and standard variable and where they are currently displayed. This page is found under Account Settings > Statistics.

Any variables you create in this page will not display in the schedule statistics panel or the forecast overview until they have been added to a display group.

If this is the first time you have navigated to this page, you will only see Quinyx Standard Variables for Costs and Hours.

Clicking the Add button at the top of the page will give you options to add a new Input Data, Forecast Configuration, Calculated Variable or Optimal Headcount calculation.

Input Data

External data that is sent to Quinyx via the API. Required to generate a forecast.

Forecast Configuration

A configuration set to determine how a forecast is generated. Must be connected to an Input Data. Quinyx uses historical input data to help generate a prediction for the future.

Calculated Variable

A variable that is generated based on calculations performed between 2 or more variables.

Optimal Headcount

Used to generate an optimal headcount calculation based on static and dynamic rules.

Input Data

Forecast input data are what drives staffing needs. This data is pushed to Quinyx from an external system.

To be able to add input data, the Module Forecast needs to be activated for your organization, and you need to have the role of an Account manager

Selecting to add Input Data will present the side panel that requires the following information:

Name

This is the name of the input data, e.g., the driver you want to use. For instance. Net sales incl VAT if that will be the data you will use connected to this driver.

Resolution

You choose here on what resolution you will send in or use your data on the lowest level. If you will send in one value per hour, you should choose 60 min. If you will send in per 15 minutes you should choose 15 min.

Resolution cannot be changed at a later date so please make sure you add a value here that corresponds with the granularity of the data you are going to upload

Description

This is the description for the input data to be able to identify it easily in the input data list if you have multiple input data.

Type

This is the type of the input variable and for configuration uses and statistical use in analytics the appropriate type should be used that corresponds to your driver. For instance, Net sales incl VAT should be connected to Net sales whereas Gross sales incl TIP should be gross sales.

Suffix

Not used currently but will reflect currency or similar in future views.

External ID

This is the External ID for the input data. This is one of the items an integrator would need in order to upload the correct data towards the correct input data in Quinyx. For instance, in the data warehouse for the POS system (point of sales) the corresponding number for Net sales incl VA

Visibility

Determines which display group(s) the input data will display in.

Show in dashboard

Define whether this should be visible in the dashboard view.

Note: Currently variables with salary cost calculations will not be shown in the dashboard.

Forecast Configuration

Once you've created Input Data, you can now create a configuration for how future data should be forecasted.

You can do this by selecting 'Forecast Configuration' from the Add button at the top of the page.

To be able to add/edit a forecast configuration, the module Forecast needs to be activated for you organization and you need to have the role of an Account manager

Selecting to add Forecast Configuration will present the side panel that requires the following information:

Name

This is the name of the forecast and how it will be named in schedule views and other relevant views

Description

A description of this configuration to be able to easily identify it if many configurations are created

External ID

An id for referencing to this specific forecast configuration when using the API

Variable

Here you choose what input data should be used. You may have multiple configurations for the same input data

Data algorithms

This is where you define what algorithms to use. Currently the following exists

  • Last year same day
    • This will use last years data the closest comparable same weekday Eg. The logic will when creating a prediction for Friday 2019-09-06 look back one year and find that Friday. In this example 2018-09-07
  • External Prediction
    • This is used for third parties to push a forecast into Quinyx. This is also used by Quinyx A.I.

Modifier %

With this you may modify a Last Year Same Day algorithm with +/- %

Visibility

Determines which display group(s) the input data will display in.

Dashboard

Define whether this should be visible in the dashboard view.

Calculated Variables

Calculated variables refer to a variable that is made up of a calculation between two other variables, standard, or input data.

Selecting to add a Calculated Variable will present the side panel that requires the following information:

Name

The name of your calculated variable and how it will be presented in different views

Description

The description of your calculated variable that will be visible in the system as a reference to the calculated variable.

External ID

An ID for referencing to this specific variable when using the API

Formula

This is where you define the calculation of your variable.

Primary input

The Primary input is the first variable you want to use for your calculation. You can choose from the standard variables and also from Forecast variables and configurations if you have Neo Forecast activated for your organization. This will be the input data before the operator.

Custom Input

Allows you to add a specific figure to the custom variable equation in place of a second variable. Note that no calculation will be performed if the data on the primary input is 0. NOTE: these calculations will be performed at the resolution that your input data is set to; 5min, 15min, 30min, 60min.

Operator

The operator decides what should happen with the data you choose to create a calculated variable with. The available operators are:

  • Divided by
  • Percent of
  • Minus
  • Plus
  • Multiplied by

Secondary input

The Secondary input is the second variable you want to use for your calculation. You can choose from the standard variables and also from Forecast variables and configurations if you have Neo Forecast activated for your organization. This will be the input data after the operator.

Visibility

Determines which display group(s) the input data will display in.

Show in dashboard

Define whether this should be visible in the dashboard view.

Note: Currently variables with salary cost calculations will not be shown in the dashboard.

Example of a calculated variable

Predicted sales per scheduled person hour is a commonly used KPI within many verticals.

To create such a variable, you must have a forecast configured in order to have a predicted sales value. Quinyx can auto-generate this prediction using AI - with your organization providing the actual sales. Read more about Algorithms and predictions here.

To add that variable, in the Add new variable dialogue select:

  • Primary Input: Predicted sales
  • Operator: Divided by
  • Secondary input: Scheduled hours

Example of a multiple operator calculated variable

We will use this wild example to show how multiple operations are calculated.

The calculation will be performed where the totals of each operation will be used in the following operation, using the screenshot example below, the calculation would be performed like this:

Optimal Hours + Scheduled Hours = x

x + Worked Hours = y

y + Custom input = z

z / custom input = output displayed in the GUI

View calculated variables in the Dashboard

A calculated variable will have a separate graph in the Neo dashboard. It will still have the options for selecting current day, current week, and current month - the same way the existing widgets are in the dashboard today

View calculated variables in the Forecast Overview

The calculated variable must be added to a display group in order to show in the forecast overview page.

Optimal Headcount Variables

For customers that are using static and dynamic rules in conjunction with their forecasted input data to generate an optimal headcount read out will need to create an Optimal Headcount Variable that is linked with those rules.

To get an optimal headcount, you first need to define static or dynamic rules in your group settings.

Navigate to Add > Optimal Headcount

Based On

Which set of rules is should the optimal headcount calculation be based on - here you will see automatically see any forecast configurations that have been created and have static or dynamic rules associated to them. In the future we will add support for static rules only. Once the variable has been created the calculation will automatically be done.

Name

What you want your Optimal Headcount Variable to be called

Description

A description of this variable to be able to easily identify it

Visibility

Determines which display group(s) the input data will display in

The Optimal headcount variable will now display in your variables list inside the display group you have assigned it to, or as ungrouped if you have not yet assigned it one. Note, that you will need to assign it to a display group in order to view the optimal headcount calculation in schedule statistics.

Display Groups

Any variables you create in this page will not display in the schedule statistics panel or the forecast overview until they have been added to a display group. Display groups are managed from this page. If you have variables that do not belong to any display group you will see a warning pop up on the top right of the page indicating you have ungrouped variables.

Display Groups are a way of grouping input data, standard variables, optimal headcount variables and calculated variables into a single group so that they display together on graphs and tables inside the Forecast Overview and within Schedule Statistics.

By default, Quinyx will have two display groups: Costs and Hours. You can still manage the variables inside of these groups. Read further on to learn how this is done.

To create a new display group, click on 'Manage Display Groups' at the top of the page.

This will bring up a window showing all current display groups. Click on the + to create a new group:

Enter your new display group name and select which variables you want to display together in this group and click Next:

On the following page, you can choose which variables you want to be visible in schedule statistics and the forecast tab. Click Apply to save your changes.

Your new group has been created and will now display in the list of manageable display groups.

You can edit the name by clicking Manage display groups > then the pencil, or you can delete the display group by clicking the trash can:

Clicking on the pencil icon will allow you to edit the variables you want to show inside the display group. Remember that the variables you select here will show together on graphs and tables.

If you're adding cost related variables to a display group, users must have the access right enabled for viewing or editing costs in order to see this variable. If they do not have this access right enabled, the variable will be hidden from within the display group.

You can now navigate to the Schedule or Forecast tabs to see and manage the variables inside the display groups

Good to know: Base schedule variables will only be visible inside the Base Schedule statistics, not Schedule Statistics or Forecast

Display Groups in Schedule Statistics:

Display Groups in Forecast:


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