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Articles on:Working with solutions
Working with reports, dashboards, visualizations, filters, etc.

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  • Why do "Unknown" suppliers appear in the "Supplier Analysis" report?
    The reasons for the appearance of Unknown suppliers in the report are: the customer has some products not tied to specific suppliers; products received from these suppliers are sold out. In this case, the FIFO algorithm binds the stocks of such products to an Unknown supplier.Some readers
  • Can I expand all receipts for products at the same time in the “Receipts analysis” report to upload the data to an xls-file?
    You cannot do this automatically. You need to open each receipt to the desired level manually. Furthermore, you can read more about the "Receipts analysis" report in the tutorial.Some readers
  • Why don't all users see a boot floppy on BI Dashboards visualizations?
    For security reasons, the ability to download the dashboard (boot floppy button) is only for a user who logged in to the service under their own login. Unsigned users cannot download dashboards, and they do not have this button.Some readers
  • Why doesn't the search box find the brand I want in the “Product Sales” report?
    The search bars (at the top of the page and above the report table) are used to find products and categories by their names or identifiers. You cannot find products or categories by brand with them. To find the required brand and show it in the report table you need: go to filters; select the "Selected brands" filter; enter the desired brand in the pop-up bar in the search bar above the proposed list of brands; click "Apply", after that the brand will be shown in the table of thSome readers
  • How can I create my own metric?
    Extensions "Own metrics" are designed to create metrics according to your own formulas and based on BES metrics. You can connect this extension additionally by purchasing access to it. To get access, go to the Admin Panel. On the Solutions page, click "Learn More" and leave a request for the test period. Our manager will contact with you to discuss all the details. To create a metric accordingFew readers
  • How is the average sales qty per day for 10 days calculated?
    The minimum period for calculating this indicator is 28 days. Therefore, if a shorter period is selected, the metric is calculated for 28 days from the selected date.Few readers
  • For which visualizations are it possible to use the "Enable expand tree" check-box?
    Currently, the "Enable expand tree" check-box in the middle of the dimension is available for 13 types of visualization: Table Line chart Diagram with area Histogram Stacked bar chart Column chart Stacked column chart Combined chart Fixed column chart Bubble chart Scatter plot Pie chart Tree map When you select them, the "Enable expand tree" check-box appears in the left pane automatically.Few readers
  • Is it possible to search for several products at the same time by their identifiers when adding to the visualization on BI Dashboards?
    If you selected the "Products" section when you're creating a visualization in BI Dashboards, you can add multiple items at once using their IDs, barcodes, or articles. To do this, you need to enter their identifiers through a semicolon in the search box.Few readers
  • Why are incorrect product or metric names displayed on the site?
    The reason for this is plug-ins enabled (such as Google Translate). Therefore, you need to turn them off and refresh the page using the keyboard shortcut: Ctrl + Shift + r, and for Mac - Shift + Cmd + r. If the situation has not changed after that, you should contact our support team to find out the cause of the problem and fix it.Few readers
  • Can I set the display of visualization elements in ascending or descending order?
    You can use the button (in the right corner of the visualization) to sort the individual elements (sectors) of the visualization in descending or ascending order. You have to select the metric and sort the direction in the pop-up window. After that, the visualization will be rebuilt according to your requests. Sorting individual elements is available for visualization types: Histogram Stacked bar chart Stacked bar chart Column chart Combined chart Fixed column chart Pie chartFew readers
  • Why doesn't the created marker appear on BI?
    Completion of data synchronization is a prerequisite for displaying created/updated markers/plans/promotions in other BES solutions. To start the synchronization, you need to click the "Synchronize" button (above the report table). The availability of unsynchronized changes in the table of the corresponding report is indicated by a purple circle next to the name of the marker/plan/promotion in the Data Console. If you do not synchronize, the created/updated marker/plan/promotion wFew readers
  • Why aren't all products with zero sales included in the "Lost Sales" report?
    The Lost Sales report includes those products that have had constant sales or stocks until now, but have not been sold for at least one day during the selected period. In addition, these products are tested for asymmetry in the distribution of the dynamics of sales qty. Accordingly, the report shows only products that have symmetrical sales dynamics.Few readers
  • Where can I create a plan, a promotion, and a marker?
    You can create a plan/promotion/marker in the Data Console solution. To do this you need: go to the relevant solution pages: Sales Plans, Markers, Promotions; click on the "Create plan (marker/promotion)" button; for markers and promotions you need to fill in all required fields on the pop-up panel; click the "Synchronize" button so that the created plan/marker/promotion is displayed on the BES solutions. (https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000Few readers
  • Why didn't the new store get on the Sales Plan?
    Plans are formed automatically if the system has data on sales, sales qty, profit, average receipt price The calculation of the new plan is based on data only for closed months. If the store (product) is new and doesn’t have a sufficient number of closed months (3 months), it will not get to the generated plan. To add a plan for a new store (product), the user has to: go to the Data Console solution, the "Sales plans" page; click on the vertical three dots next to the desired moFew readers
  • What are the necessary conditions for ABC analysis?
    ABC analysis allows you to study a large qty of products when you can not visually determine which product fell into groups: A, B, and C. For a small qty of products (up to 15 items), this grouping can be done without the use of special calculations. Therefore, this analysis is informative only for a significant qty of products. You can read more about the method of ABC analysis in the article.Few readers
  • How to correctly filter the "Bonuses" metric by products and categories? What is its feature?
    The "Bonuses" metric can be filtered in different Reports: in the "Product Sales" report, the selected metric "Bonuses" will display data in terms of the selected products; in the "Category Sales" report, the "Bonuses" metric added to the table will contain data for specific categories. If you neFew readers
  • For which dimensions are the “Enable expand tree” check-box available?
    You can use this check-box when you're choosing dimensions: Categories Store Groups Client groups LP Product markersFew readers
  • How can I set the deployment mode in the middle of the dimension when you're creating visualizations?
    To do this, you need to select the required dimensions and metrics when you're creating a visualization and activate the checkbox "Enable expand tree" in the left pane. This allows you to fall from the highest to the lowest level of the category tree in the middle of the dimension on the visualization. You can read more about the possibility of this mode in the tutorial (https://builder-new.Few readers
  • How does the "Like for Like" filter depend on the level of data display in reports?
    The filter will exclude from the reports stores that are not available in the selected and previous period, regardless of the level of data display (by store, category, product).Few readers
  • Where can I learn how to work on BES solutions?
    Questions you may have when working with BES solutions: how to work with the report; what the indicators mean and how they are calculated; how to use functional filters to generate the required data; other. You can find the answers to these and other questions by going to the service tutorials. To do this, click the button "? Knowledge" (top right) and in the pop-up window select "Read tutorial": (https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000/screenFew readers
  • How can I create my own metric based on BES metrics?
    To create metric based on BES metrics, you need to go to the "Metrics BES" tab in the Admin Panel on the "Metrics" page. Click on the three dots (next to the name of the metric) and select "Detailed" in the context menu. After that, click the "Create a new metric based on this" button in the pop-up panel "Details of the metric". (https://storage.crisp.chat/uFew readers

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