Quick BI:Volatility Attribution

Core capabilities

• Supports single-step and multi-step key driver analysis.

• Provides multiple attribution methods, such as dimension attribution and metric attribution.

Scenarios

1. Business fluctuation analysis

   Example: "Why did yesterday's sales drop by 30%?"

2. Cross-period comparative attribution

   Example: Analyze the drivers of change for a metric by comparing the "current period" with the "comparison period".

Configuration entry point

On the dataset edit page, click Advanced Configuration and then select Fluctuation Analysis to open the configuration page.

In the fluctuation analysis configuration interface, you can configure the analysis logic and report template for your metrics.

Analysis logic configuration

Global settings

If no key driver analysis is configured for a dataset, the system performs attribution using single-dimension analysis by default. In this section, you can set the priority attribution dimensions.

In the global settings, select dimension fields from the secondary attribution dimensions, click the icon, and then click Save to set them as priority attribution dimensions.

To remove a priority attribution dimension, select the dimension and click the icon.

Configuring analysis logic for attributable metrics

Select a field, click New, and choose an attribution method. Single-step attribution and multi-step attribution are supported.

If analysis logic is already configured for the metric, you can also click the New button on the right to create a new analysis logic.

• Single-step attribution

  You can choose standard attribution methods, such as dimension attribution and metric attribution.

  

  The configuration items are as follows:

  • In the Attribution Metric section, you can configure the aggregation method, metric unit, and filter conditions.

    • Set Aggregation Method to Sum, Average, Count, or Distinct Count.

    • Customize the Metric Unit, for example, "Ten Thousand".

    • Set the Filter Condition for the metric.

      

  • In the Attribution Date section, you can select a Date Field, a filter method, and the corresponding attribution and comparison dates.

    The supported filter methods are Single Date Comparison and Date Range Comparison:

    • If Filter Method is set to Single Date Comparison, set the Attribution Date and Comparison Date.

      

    • If Filter Method is set to Date Range Comparison, set the Attribution Period and Comparison Period.

      

  • In the Attribution Configuration section, you can configure the attribution type and attribution method.

    Set Attribution Type to Dimension Attribution or Metric Attribution.

    • Dimension Attribution shows the contribution of each dimension value to the change in the attribution metric. When Attribution Type is set to Dimension Attribution, set Attribution Method to Single-Dimension Analysis, Dimension Intersection, or Dimension Layering.

      • Single-Dimension Analysis

        To analyze the impact of a single dimension (such as region) on the results, you can select multiple values for that dimension.

        You can set the Priority Attribution Dimensions and Secondary Attribution Dimensions.

        

      • Dimension Intersection

        Analyzes the impact of a combination of two to three dimensions, such as "Region + Channel". You can select up to three dimensions.

        You can select the Attribution Dimensions.

        

        Note

        You can add up to three dimensions.

      • Dimension Layering

        Breaks down dimensions by level to find the cause, such as "Total Performance → Department → Employee". Supports multiple levels.

        You can set the Dimension Layering.

        

        Note

        You can add up to three dimensions.

    • Metric Attribution shows the contribution of related metrics to the change in the attribution metric. When Attribution Type is set to Metric Attribution, set Attribution Method to Metric Factor or Metric Correlation.

      • Metric Factor

        Calculates the impact of multiple metrics that use basic operations, such as "Number of Users × Customer Spend".

        You can edit the Metric Factor Relationship.

        

      • Metric Correlation

        The correlation weight for metrics that are not related by basic operations (such as the correlation between Customer Satisfaction and GMV).

        You can add Related Metrics and set their aggregation methods.

        

        Note

        You can add up to six attribution metrics.

• Multi-step attribution

  You can organize and chain different types of attribution nodes. These nodes include Attribution Metric, dimension attribution (Single-Dimension Analysis, Dimension Intersection), and metric attribution (Metric Correlation Attribution, Metric Factor Attribution).

  

  • Attribution Metric

    You can configure the aggregation method, metric unit, date field, filter method, and the corresponding attribution and comparison dates. The configuration is the same as that for single-step attribution.

    

  • Single-Dimension Analysis

    Analyzes the impact of a single dimension on the result, such as region. You can select multiple dimensions at a time.

    

  • Dimension Intersection

    Analyzes the impact of a combination of two to three dimensions, such as "Region + Channel". You can select up to three dimensions.

    

  • Metric Correlation Attribution

    Correlation weight for metrics not related by basic operations (such as the correlation between customer satisfaction and GMV).

    

  • Metric Factor Attribution

    Calculates the impact of multiple metrics that use basic operations, such as "Number of Users × Customer Spend".

    

Managing analysis logic

Edit

Click the icon in the Actions column to edit the analysis logic.

Set as default

Click the icon in the Actions column and select Set as Default. This sets the current analysis logic as the default, which will be automatically selected for future key driver analyses.

Delete

Click the icon in the Actions column and select Delete.

In the confirmation dialog box that appears, click OK to delete the current analysis logic.

Report template configuration

After you configure the analysis logic, you can configure a report template for it.

Create a report template

On the report template configuration page, click New.

You can also click Create Report Template directly while configuring the analysis logic.

Select analysis logic

You can select an existing analysis logic.

Generate an analysis report

The system automatically generates an analysis report.

Configure report content

You can configure the attribution report content.

• You can show or hide sections, such as the Title Area, Metric Overview, Attribution Summary, Key Influencing Factors (under Attribution Conclusion), and Detailed Analysis.

• Click Update Data to view the latest data.

  

• Click Save to create an attribution report template.

  

• You can switch to view the mobile-friendly version.

  

Manage report templates

Edit

Click the icon in the Actions column to edit the key driver analysis report template.

Delete

Click the icon in the Actions column and then click Confirm to delete the attribution report template.

Use Fluctuation Attribution

In Quick BI Q&A, you can use the fluctuation analysis feature to gain insights into unexpected changes by performing an in-depth analysis of various metrics.

Using fluctuation attribution in Quick Query

Follow these steps:

1. On the Quick BI Q&A page, click the icon to open the Quick Question interface. Then, click Smart Insights and click Fluctuation Analysis.

2. Enter the current date and comparison date, select an attribution metric, and send the query.

   

3. The system returns a key driver analysis report.

   

4. The Quick BI analysis procedure is displayed on the right side of the analysis report. Click the icon in the upper-right corner to exit the analysis procedure.

   

   After you exit, you can expand the analysis procedure again.

   

5. Click the icon in the upper-right corner of the key driver analysis report to exit the preview interface.

   

   After you exit, you can click "Preview" in the conversation interface to re-enter the report preview interface.

   

6. You can configure attribution report settings.

   Note

   For more information, see Analysis logic configuration.

   1. You can modify the Attribution Metric, set the Data Interpretation logic, and perform Model Selection as needed.

      

   2. Click More Options to configure the attribution metric, attribution date, attribution configuration, and data interpretation.

      

   3. After the configuration is complete, click OK. The system regenerates a key driver analysis report based on the modified configuration.

Return key driver analysis based on semantics in Q&A

Follow these steps:

1. In the Quick BI Q&A interface, you can enter a question, such as "Help me analyze the reasons for the fluctuation in the order amount". The system then returns the analysis results.

   

2. Click the icon in the top-right corner to configure the Attribution Report Settings.

   Note

   For more information, see Analysis logic configuration.

   

View fluctuation analysis in charts from Q&A results

Follow these steps:

1. In the Quick BI Q&A interface, you can enter a question, such as "What is the monthly sales trend from January to December 2023?" The system then returns the analysis results.

2. In the returned chart, click the icon and select Fluctuation Analysis.

3. The system automatically generates a key driver analysis report.

4. After the report is generated, you can view it.

   

5. To configure Attribution Report Settings, click the icon in the top-right corner.

   Note

   For more information, see Analysis logic configuration.

   1. You can modify the Attribution Metric, set the Data Interpretation logic, and perform Model Selection as needed.

      

   2. Click More Options to configure the attribution metric, attribution date, attribution configuration, and data interpretation.

      

   3. After the configuration is complete, click OK. The system regenerates a key driver analysis report based on the modified configuration.