Rental and Sales Report Visualizations in Texada Analytics

Describes the data models available in Texada Analytics for rental and sales report use.

Type

Conceptual

Audience

All

Products

Texada Analytics, SRM

Business Context

Use Texada Analytics to monitor invoice data, asset location, average rental rates, and dollar and time utilization.

Data Sources

The following points of data are all available in the Texada Analytics report.

Table	Column	Desc	Type
Asset Location	Group Desc		String
Asset Location	Class Desc		String
Asset Location	Group Num		String
Asset Location	Class Num		String
Asset Location	Status Desc		String
Asset Location	Division		String
Asset Location	On Hand	On Hand Quantity	Double
Asset Location	Count		Double
Calendar	Date		DateTime
Calendar	Year Month		String
Calendar	Month		String
Calendar	Year Month Number		Int64
Calendar	Week		Int64
Calendar	Month Number		Int64
Calendar	Year		Int64
Calendar Avg Rental Rate	Date		DateTime
Calendar Avg Rental Rate	Year Month		String
Calendar Avg Rental Rate	Month		String
Calendar Avg Rental Rate	Year Month Number		Int64
Calendar Avg Rental Rate	Month Number		Int64
Calendar Avg Rental Rate	Year		Int64
Contract	Contract Num		String
Contract	Date	5 years of data	DateTime
Contract	Division		String
Contract Detail	Contract Num		String
Contract Detail	Product Num		String
Contract Detail	Extended		Double
Contract Detail	Rental Price		Double
Contract Detail	Rate Code		String
Contract Detail	Quantity		Double
Dollar and Time Utilization	Doll Util		Double
Dollar and Time Utilization	Time Util		Double
Dollar and Time Utilization	Product Num		String
Dollar and Time Utilization	Max Cost	Max cost for product	Double
Dollar and Time Utilization	Rental Revenue	Total rental revenue generated by product	Double
Dollar and Time Utilization	Group Cost	Total costs for all products in group	Double
Dollar and Time Utilization	Class Cost	Total costs for all products in class	Double
Dollar and Time Utilization	Group Desc		String
Dollar and Time Utilization	Group Num		String
Dollar and Time Utilization	Class Desc		String
Dollar and Time Utilization	Class Num		String
Dollar and Time Utilization	Year Month		String
Dollar and Time Utilization	Month		String
Dollar and Time Utilization	Year		String
Dollar and Time Utilization	Fleet Cost		Double
Dollar and Time Utilization	Rented Days	Number of days rented	Double
Dollar and Time Utilization	Days In Month	Max number of days in month	Double
Internal Use	Customer Number		String
Invoice Detail	Extended Sum	Sum of extended	Double
Invoice Detail	Invoice N		String
Invoice Detail	Contract Num		String
Invoice Detail	Product Desc		String
Invoice Detail	Product N		String
Invoice Detail	Date Billed Through		DateTime
Invoice Detail	Date Billed From		DateTime
Invoice Detail	Extended		Double
Invoice Detail	Unit		Double
Invoice Detail	Rate		Double
Invoice Detail	Seq N		String
Invoice Detail	Rate Code		String
Invoice Detail	Status		String
Invoice Detail	Tax 1 Code		String
Invoice Detail	Tax 2 Code		String
Invoice Detail	Product Type Desc		String
Invoice Detail	Product Type		String
Invoice Detail	Current or History		String
Invoice Detail	Quantity		Double
Invoice Header	Invoice N		String
Invoice Header	Ship Address		String
Invoice Header	Ship Name		String
Invoice Header	Bill Name		String
Invoice Header	Bill Address		String
Invoice Header	Date		DateTime
Invoice Header	Customer Num		String
Invoice Header	Bill Postal		String
Invoice Header	Ship Postal		String
Invoice Header	Ship City		String
Invoice Header	Bill City		String
Invoice Header	Site Num		String
Invoice Header	Salesman		String
Invoice Header	ID		String
Invoice Header	Clerk		String
Invoice Header	On Account		String
Invoice Header	Ship Province		String
Invoice Header	Bill Province		String
Invoice Header	Division		String
Invoice Header	Current or History		String
Invoice Header	Posted		String
Invoices by Product	Sum Net	Sum of Net	Double
Invoices by Product	Invoice N		String
Invoices by Product	Order N		String
Invoices by Product	Name		String
Invoices by Product	Cost		Double
Invoices by Product	Product Desc		String
Invoices by Product	Product N		String
Invoices by Product	Date		DateTime
Invoices by Product	Customer N		String
Invoices by Product	Net		Double
Invoices by Product	Salesman		String
Invoices by Product	Seq N		String
Invoices by Product	Source		String
Invoices by Product	On Account		String
Invoices by Product	Division		String
Invoices by Product	Sales/Rental		String
Invoices by Product	R/S		String
Invoices by Product	Quantity		Double
Invoices by Product	Discount		Double
Product	Product Num		String
Product	Group Desc		String
Product	Class Desc		String
Product	Group Num		String
Product	Class Num		String
Product Invoices	Product Num		String
Product Invoices	Group Desc		String
Product Invoices	Class Desc		String
Product Invoices	Group Num		String
Product Invoices	Class Num		String
Rates	Rate Desc		String
Rates	Rate Code		String
Services	Invoice Num		String
Services	Source		String
Services	Comment		String
Services	Extended		Double
Services	Amount		Double
Services	Quantity		Double
Services	Service Desc		String
Services	Service Code		String
Services	Seq N		String
Services	Division		String
Services	Detail N		String
Services	Tax 1 Code		String
Services	Tax 2 Code		String
Services	Current or History		String
Services	Warranty		Double

Refresh Rate

Refresh begins at 12 a.m. EST.

Access and Security

Not applicable, no approval process

Out-of-the-Box Visualizations

The following visualizations are all available out-out-the-box.

Report Page	Visualization Title	Description	Filters on the Page
Invoices	Extended* Sum by Year	Invoice Totals by Date Hierarchy. Drill down to break down into smaller time frames.	Date Division
Invoices	Extended Sum by Rental/Sale	Invoice breakdown by type	Date Division
Invoices	Extended by Bill Province	Invoice Total plotted on a map chart, location of bill province	Date Division
Invoices	KPI	Count of Invoice N	Date Division
Invoices	KPI	Sum of quantity sold on invoices	Date Division
Invoices	Extended by Salesman	Sum of invoices by salesman	Date Division
Invoices	Tabular Data	Tabular data will sum of invoice total by bill name	Date Division
Invoice Breakdown	Sum Net** by Class	Invoice Totals by Class and Group	Date Division On Account
Invoice Breakdown	Sum Net by Sales/Rental	Invoice breakdown by type	Date Division On Account
Invoice Breakdown	Tabular Data	Tabular data showing Sum Net by Salesman	Date Division On Account
Invoice Breakdown	Sum Net by Year	Sum Net by Year. Drill down to break into smaller time frames	Date Division On Account
Invoice Breakdown	Tabular Data	Sum by Customer Name	Date Division On Account
Services	Extended by Service Desc		Date Division
Services	Extended by Year	Extended Sum by Date Hierarchy	Date Division
Services	Tabular data	Tabular data showing Invoice N, Seq N, Current or History, Service Desc, Comment, Quantity, Amount, Extended	Date Division
Asset Location	On Hand by Division	Assets On Hand by Division	Class Description, Group Description Division
Asset Location	On Hand by Class	Assets On Hand by Class and Group Description	Class Description, Group Description Division
Asset Location	On Hand by Status	On Hand by Status Description	Class Description, Group Description Division
Average Rental Rates	Extended and Average Rental Rate by Year and Rate Desc	Total revenue generated vs Average Rental Rate Charged. Dependent on the single select filter rate description.	Rate Description Division Class and Group Description
Average Rental Rates	Count of Contracts	Count of contract by Date Hierarchy	Rate Description Division Class and Group Description
Average Rental Rates	Tabular data	Product Num, Number of Contracts and Total Contract Extended.
Average Rental Rate Breakdown	Average of Rental Price by Year and Rate Desc	Average Rental Rate fluctuations by Date Hierarchy	Date Division Class Desc
Average Rental Rate Breakdown	Count of Contracts	Count of contract by Date Hierarchy	Date Division Class Desc
Average Rental Rate Breakdown	Tabular Data	Tabular data showing product num, contract count, and total contract extended	Date Division Class Desc
Dollar and Time Utilization	2 by 2 Dollar and Time Utilization	Dollar and Time Ute by Class, Group and Product.	Class Description
Dollar and Time Utilization	Time Util by Year	Time Utilization by Date Hierarchy	Class Description
Dollar and Time Utilization	Dollar Util by Year	Dollar Utilization by Date Hierarchy	Class Description