Comparison Sets (previously called “Benchmarks”) allow you to compare scheduling effectiveness, inventory fitness, and utilization metrics using specified filtered snapshots. You can also add a Target Set that can be compared to the metrics returned in the benchmarks/comparison sets.
Creating a New Comparison Set
1. Open the Comparison Sets View
In X25 Analytics, open Comparison Sets under Projects.
2. Create a New Set (if not working with an existing set)
Select the Create button.
Image: Comparison Sets are available in the left-hand menu of the Projects tab.
3. Complete Comparison Set Information
Add a Name and Description for your set. Next, Select a Project, Snapshot, Data Filter, and Standard Schedule from the associated dropdown menus. Enter a Fill Ratio or leave the default value as-is.
- To add additional snapshot rows, select the Add button and follow the same steps.
Image: Use the fields in the Create Comparison Set window to select the snapshots that you'd like to compare.
When you have selected all desired snapshots, use the Save button.
4. Adjust View Options
You have a few viewing options to choose from:
- Table Size: Select from the dropdown to toggle the table view between Full and Compact
- View:
- Summary: Displays a table with a separate column for each set of data previously chosen in the Manage Comparison Sets window
- Reports: Displays side-by-side report comparison for each set of data previously chosen in the Manage Comparison Sets window
Image: Example Comparison Set Reports view - Within Reports are additional viewing options:
- Display: Select Single to display one report chart or Multiple to display more
- Columns: Select a value to increase the number of reports in view
- Note: This is only available if Display is set to Multiple
5. Optionally Apply a Target Set
You can select an existing target set using the dropdown menu in the top row of the Summary view. To create a new target set, see below. An existing default target set may apply if one is not selected.
Creating a New Target Set
1. Navigate to the Comparison Set, Target Set Section
From the Projects view, select the Target Sets option under the Comparison Set link.
2. Create a New Set (if not working with an existing set)
Image: Use the Create button to add a new Target Set, then name, and add a description.
Use the Create button to make a new target set. Then, name your new set using the edit icon, and optionally add a Description.
3. Complete the Target Set Parameter Options
Image: Use the title links to switch between option sections.
Target sets have multiple sections of options to complete, arranged in tabs across the top that feature several sections of numeric values and percentages to limit your target set.
- Scheduling Effectiveness
- Inventory Fitness
- Utilization
Values you enter are saved automatically upon switching fields or views.
Tip: Saving a Target Set as Default
When creating or editing a target set, you can use the Save as Default button to have that target set automatically apply the next time you come to the Comparison Sets view. You may still apply a different target set or change the default.
4. Apply Your Target Set
Image: Use the Target Set dropdown menu to apply a set.
Use the Comparison Sets link to return to viewing comparison sets. You can select your new (or any existing) target set using the dropdown menu in the top row of the Summary view.
Image: Values outside your target set range are highlighted in red, and within are green.
Rows that fall outside the range you set in the parameter options will be highlighted in red with arrows indicating how it misses the value range. Values that are within range will appear green with a checkmark.
Additional Target Set Actions: Editing, Copying, and Deleting
Image: After creation, you can edit values, copy, or delete a set by using the Select Target Set dropdown menu.
Use the Select Target Set dropdown menu to choose an existing target set. You can then perform some actions on the set:
- Edit values and change fields or views to ensure your changes save
- Use the Copy button to use this set as a base for a new set
- Use the Delete button to remove this set permanently
- Note: This action cannot be undone.
Copying a Comparison Set
1. Navigate to the Comparison Set Section and Select
From the Comparison Set page, select an existing Comparison Set from the dropdown menu.
2. Copy the Existing Set
Use the Copy button in the top-left set of buttons.
Image: The Copy button is near the Create button.
3. Configure Your New Comparison Set
Enter a new Name and Description, make any other necessary changes, then use the Copy button.
Editing a Comparison Set
1. Navigate to the Comparison Set Section and Select
From the Comparison Set page, select an existing Comparison Set from the dropdown menu.
2. Edit the Existing Set
Use the Edit button in the top-left set of buttons.
Image: The Edit button is in the top-left button set.
3. Make and Save Changes
Make any necessary changes, then use the Save button.
Deleting a Comparison Set
1. Navigate to the Comparison Set Section and Select
From the Comparison Set page, select an existing Comparison Set from the dropdown menu.
2. Delete the Existing Set
Use the Delete button in the top-left set of buttons, then Confirm when prompted.
Image: The Delete button is near the Create, Edit, and Copy buttons.
Note: This action cannot be undone.