This article shows you, how to integrate and analyze target values in Webtrekk.
- Step 1: Setting up a time category
- Step 2: Importing target values
- Step 3: Setting up a custom formula
- Step 4: Analysis
For a meaningful reporting the depiction of target values is often crucial. This example shows, how a number of orders per day can be integrated as target.
Target values can be imported in Webtrekk by using a time category. By doing so, numerical values can be imported up to an hourly basis. For each target, a separate time category has to be used.
In our case the import is done via an Excel file. Alternatively, other interfaces (e.g. JSON, Datafeed) can be used.
Step 1: Setting up a time category
Time categories can be set up via "Webtrekk Q3 > Configuration > Categories > Time Categories". You choose a name (e.g. "Objective: Qty Orders"), a description, a "Category ID" (not relevant for data import), the "Datatype" (always "Figure" for time categories) and the "Aggregation" (select "Sum").
Step 2: Importing target values
Now you can import target values.
At "Webtrekk Q3 > Configuration > Categories" click on the symbol in the right corner of the tab "Time Categories" to display the Import/Export dialogue layer.
In the tab "Export" choose a single day and click on "Export".
Webtrekk allows one data import per hour. Thus, the Excel file shows all hours of the chosen day.
For the example we set one objective for each day. Thus, we have to provide the day value for one hour of the day. In our example we use the hour 0 for doing so.
We adjust the Excel file by amending all days (with the hour 00), for which we want to import data, and set each daily objective in column B.
An example file can be found at the end of this article.
Please note: It is also possible to upload data for days, that lie in the future.
Afterwards, the updated Excel file can be imported via "Import".
Please note, that it usually takes about one hour until the import is processed.
Step 3: Setting up a custom formula
As a next step we set up a formula, that compared target and current status.
For doing so, click on "Webtrekk Q3 > Configuration > Custom Formula > New Formula" and define the following formula:
Please make sure to import target values for all desired analysis time periods. If no target values exist, the result of this calculation is "0", which can lead to misunderstandings.
Step 4: Analysis
The imported target values (time category "Objective: Qty Orders") and the formula "Objective Achievement % Qty Orders", that we created in step 3, can now be used in any desired analyses.
An example for the use in the days analysis:
Please note, that we imported objectives on a daily basis for this example. As a consequence, the analysis of objective achievement does not make sense on a hourly or minute basis.