Variable Settings & Forecast Configurations

Updated 3 weeks ago by Leigh Hutchens

On the variables settings page, you can create and manage your forecast configurations and variable display options. This page will give an overview of all your configurations, calculated and standard variable and where they are displayed. This page is found under Account Settings > Statistics.

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 or Calculated Variable.

Input Data

Forecast input data are what drives staffing needs. Several can be configured to drive staffing in Quinyx according to your organization's needs. This data is typically 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

Show in statistics (schedule)

Define whether this should be visible in Statistics in the schedule view.

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.

Show in Forecast overview

Define whether this should be visible in the Forecast tab.

Forecast Configuration

Once you've created Input Data, you can now create a configuration for how that 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 +/- %

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.

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.

Show in statistics (schedule)

Define whether this should be visible in Statistics in the schedule view.

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.

Show in Forecast overview

Define whether this should be visible in the Forecast tab.

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 Neo Forecast activated and 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.

In this example, we want them to be visible in schedule statistics, forecast overview and dashboard:

View calculated variables in schedule - Statistics

You can select a calculated variable to be viewed in statistics. Visibility settings are done on an organisational level, meaning that all variables might not be used or configured to be viewed by your organisation.

Read more about Statistics.

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.

Display Groups

Input data and calculated variables must be added to a display group in order to show in the Forecast Overview.

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

To create a 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 click Save:

Your new group has been created and will now display in the list of manageable display groups. You can now edit the name by clicking 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. In this example, we've selected to add an Input Data (Sales Input Data), calculated variable (Salary %), and a standard variable (Scheduled hours incl. absence):

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.

Once you click save, your display group is now visible within the Variables Settings page.


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