Intelligent Attribution

1. Overview

1.1. Function Description

Intelligent Attribution is a smart analysis product that provides deep insights around enterprise key business indicators. Based on attribution strategy configuration, it automatically performs multi-dimensional and multi-indicator breakdown analysis on indicator fluctuations or comparison gaps, mines potential influencing factors, locates abnormal units and main factor contributions, helping enterprises quickly understand business and make agile decisions.

1.2. Application Scenarios

1. Monitor and analyze North Star indicators (total indicators)
For example, when company revenue this total indicator drops by 5%, management needs to know what happened and why it happened. Using intelligent attribution, data attribution from multiple perspectives such as channels, products, and users can help management find structural changes and provide operational direction; analysis from business perspectives such as attachment rate, unit price, and sales volume can help management find business operation changes and provide operational direction.

2. Analyze key quality and efficiency indicators (ratio indicators)
For example, when company discount rate this ratio indicator drops by 10%, management needs to know what the reason is. Using intelligent attribution, data attribution from multiple perspectives such as channels, products, and users can objectively evaluate the contribution of different channels to changes and provide comparable indicators.

2. Operation Steps

2.1. Create Intelligent Attribution

After preparing the attribution dataset, create an intelligent attribution page.

1. Enter the "Data Analysis" module, select "New Page > Intelligent Attribution".
2. In the "New Intelligent Attribution" dialog, configure the attribution page name, description, location, and select the dataset that needs attribution. After completion, confirm and enter the intelligent attribution configuration interface.

2.2. Configure Intelligent Attribution

After creating the intelligent attribution page, configure the attribution indicators, attribution methods, etc.

1. Configure related configuration items in the "Indicator Settings" area.
   

Configuration Item	Description
Dataset	Datasets that users have permissions for, all datasets supported by Guandata BI.
Attribution Indicator	The key indicator that needs to be analyzed and monitored in this attribution. Summary indicators: Data indicators that can be accumulated, aggregation method is sum or count. Ratio indicators: Calculated fields implemented through division, calculation logic is sum(A)/sum(B).
Numeric Indicators	Supports configuration of data format-decimal places for percentage indicators such as proportion, change rate, contribution rate, and contribution percentage, and supports preview, default is two decimal places.
Semantics	Configure the semantics of the attribution indicator (for example, if the attribution indicator is retail amount, then the semantics is the higher the better). After semantic configuration, it will affect the style color of change values and change rates in the data preview area.
Comparison Method	Choose the comparison method for the target indicator, currently supports "Time Comparison". Click "Settings" to enter the dialog to configure the specific time for comparison. Date field: Select the time granularity for comparison analysis. Current period: Configure the current period time for comparison analysis, which can be different time granularities and date ranges such as day, week, month, etc. Supports defining current period time through specified dates, fixed intervals, time macros, or dynamic dates. Comparison method: Choose the method for comparison analysis, supports year-over-year, month-over-month, custom offset, custom time range, which can be different date ranges such as day, week, month, etc. After configuration, the current period and previous period time for attribution comparison analysis are automatically displayed for confirmation.
Filter Conditions	The sampling range selected for attribution data, all subsequent attributions are based on the current filtered dataset.

2. After completing the configuration in the "Indicator Settings" area, view the comparison changes of the attribution indicator in the "Data Preview" area. The data preview area displays the current value, previous period value, and year-over-year comparison of the attribution indicator.

3. In the "Attribution Settings" area, configure attribution methods, dimensions and indicators that need attribution, etc.

Configuration Item	Description
Attribution Method	Choose attribution method: Dimension: Analyze the reasons for attribution indicator changes from the perspective of business composition structure, reflecting business structure and data distribution. Check to configure "Dimension Attribution". Indicator: Analyze the reasons for attribution indicator changes from the perspective of business operation logic, reflecting business operation logic. Check to configure "Indicator Attribution". Combination: Analyze the reasons for indicator changes based on specified composition structure drilling down to business operation logic, reflecting organizational structure and operation logic. Check to configure "Combination Attribution".
Overall Conclusion	Whether to display overall conclusion in the result interface.
Dimension Attribution	Analysis dimensions: The attribution result page will display the impact of the checked analysis dimensions on the attribution indicator. Cross-dimension attribution: Check to configure dimension combinations, the attribution result page will display the attribution results of the set dimension combinations.
Indicator Attribution	Available indicators: Click "Add Indicator" to select numeric fields from the attribution dataset. Indicator relationships: Configure four arithmetic equation relationships between indicators, supporting multi-layer indicator structure. Click "Preview Relationship Diagram" to view the configured relationships between indicators. After configuration, the attribution result page will display the impact of each indicator on the attribution indicator according to the configured indicator relationships.
Combination Attribution	Check dimension drilling, attribution will be performed according to the set dimension levels, and attribution will continue for dimension values that meet the contribution threshold, and indicator attribution will be performed for the last-level dimension values.

4. After configuration is complete, click "Save" to enter the attribution result page to view conclusions.

2.3. View Attribution Results

2.3.1. View Overall Conclusion

Enter the attribution result page and first view the overall conclusion. The overall conclusion supports including opening words, dimension attribution results, indicator attribution results, and combination attribution results, which can be customized. For details, see 2.4. Configure Report Content.

You can choose to display same-direction, reverse-direction, or all attribution dimensions. For the meaning of same-direction and reverse-direction, see Appendix: Concept Explanation.

2.3.2. Dimension Attribution Results

Dimension attribution calculates data contribution from the structural changes of business operations, helping management discover structural changes behind indicator changes. Management often corresponds to specific responsible persons. Among them, single dimension attribution is a relatively coarse-grained analysis perspective, and cross-dimension corresponds to business management perspective providing macro analysis perspective (such as: each operation specifically corresponds to regional categories).

2.3.2.1. Attribution Conclusion

The dimension attribution result displays the impact of the configured dimensions on the target attribution indicator. The text part of the page includes opening words and dimension attribution conclusions.

The conclusion template for dimension attribution can be customized by clicking "Report Content". The conclusion supports configured content (for details, see 2.4. Configure Report Content):

• Text style: Size, font, color and other common configurations.
• Text parameters: Including dimension name, dimension value, maximum, current period value, previous period value, change value, change rate, proportion, contribution value, contribution percentage points, contribution rate. Users can reference detail parameters in the text, and related parameters will be filled with actual data.
• Display quantity: The number of attribution items displayed in the conclusion, configured separately for same-direction and reverse-direction. It will be sorted based on all dimension value combinations in different dimensions.
• Sort field: Supports descending order based on detail indicators.

2.3.2.2. View Attribution Details

On the dimension attribution result page, you can perform the following operations to view dimension attribution detail data.

• A: Dimension switching: Supports switching dimensions to view dimension value attribution under different dimensions.
• B: Dimension drilling: Based on the current dimension, freely select another dimension for data drilling, such as: Northeast -> Heilongjiang -> Harbin.
• C: Indicator breakdown: Perform indicator attribution based on any dimension value (please ensure that indicator logic has been configured in the intelligent attribution configuration interface).
  • Relative to overall market: Breakdown factors (indicators) contribution to the overall change of the attribution indicator
  • Relative to superior: Breakdown factors (indicators) contribution to the change under current dimension value conditions (based on drilling from the previous level dimension)

You can choose to display same-direction, reverse-direction, or all attribution dimensions. For the meaning of same-direction and reverse-direction, see Appendix: Concept Explanation.

2.3.3. Indicator Attribution Results

Indicator attribution calculates contribution from the perspective of business operation logic, helping management discover the impact of operational strategies behind indicator changes. Management often corresponds to specific matters or links.

You can choose to display same-direction, reverse-direction, or all attribution dimensions. For the meaning of same-direction and reverse-direction, see Appendix: Concept Explanation.

2.3.3.1. Attribution Conclusion

The indicator attribution result displays the impact of each indicator on the target attribution indicator according to the configured indicator logic. The text part of the page includes opening words and indicator attribution conclusions.

The conclusion template for indicator attribution can be customized by clicking "Report Content". The conclusion supports configured content (for details, see 2.4. Configure Report Content):

• Text style: Size, font, color and other common configurations.
• Text parameters: Including dimension name, dimension value, maximum, current period value, previous period value, change value, change rate, proportion, contribution value, contribution percentage points, contribution rate. Users can reference detail parameters in the text, and related parameters will be filled with actual data.
• Display quantity: The number of attribution items displayed in the conclusion, configured separately for same-direction and reverse-direction.
• Sort field: Supports descending order based on detail indicators.

2.3.4. Combination Attribution Results

Combination attribution combines dimension and indicator attribution, calculating contribution through deterministic analysis chains and operational logic, helping management perform penetrating analysis and operations. Business can quickly locate specific business units and operational logic, thereby quickly completing business adjustments.

You can choose to display same-direction, reverse-direction, or all attribution dimensions. For the meaning of same-direction and reverse-direction, see Appendix: Concept Explanation.

2.3.4.1. Attribution Conclusion

The combination attribution result first performs dimension drilling attribution, then performs indicator attribution on the last-level dimension or dimension combination.

The conclusion template for combination attribution can be customized by clicking "Report Content". The conclusion supports configured content (for details, see 2.4. Configure Report Content):

• Text style: Size, font, color and other common configurations.
• Text parameters: Including dimension name, dimension value, maximum, current period value, previous period value, change value, change rate, proportion, contribution value, contribution percentage points, contribution rate. Users can reference detail parameters in the text, and related parameters will be filled with actual data.
• Display level: Display the level in the conclusion according to the order of dimension configuration, such as: in the region -> province -> category -> price band dimension combination, if display level 1 is set, only region attribution will be displayed in the conclusion.
• Display quantity: The number of attribution items displayed in the conclusion, configured separately for same-direction and reverse-direction. Configure separately for each dimension, and it will be sorted based on all dimension value combinations in different dimensions.
• Sort field: Supports descending order based on detail indicators.

2.3.4.2. View Attribution Details

On the combination attribution result page, you can perform the following operations to view combination attribution detail data.

• A: Combination path switching: Supports switching different combination paths.
• B: Dimension drilling: Based on the specified combination path, expand attribution data layer by layer, such as: Northeast --> Heilongjiang --> Harbin.
• C: Indicator breakdown: Perform indicator attribution based on any dimension value (please ensure that indicator logic has been configured in the intelligent attribution configuration interface).
  • Relative to overall market: Breakdown factors (indicators) contribution to the overall change of the attribution indicator.
  • Relative to superior: Breakdown factors (indicators) contribution to the change under current dimension value conditions (based on drilling from the previous level dimension).

2.4. Configure Report Content

The content and templates displayed on the attribution result page can be customized. Click "Report Content" in the upper right corner of the page to enter the configuration interface.

• Configure Overall Conclusion Check the conclusion content to be displayed in the overall conclusion, including opening words, single dimension, cross dimension, indicator attribution and combination attribution.

  

• Configure Opening Words Content Configure the opening words template for each analysis result page. Select fields in the "Add Parameters" dropdown, and the results will be dynamically displayed according to parameter values.

  

• Configure Single Dimension Content Configure the content template displayed on the single dimension result page.

  

Configuration Item	Description
Conclusion Content	Configure conclusion content template and style. Add parameters: Select fields in the "Add Parameters" dropdown, and the results will be dynamically displayed according to parameter values. Use system default template: Click "Default Template" to display conclusion content using the system default template.
Display Quantity	Configure the number of same-direction/reverse-direction impact dimensions displayed on the result page.
Sort Field	Sort in descending order based on detail indicators.

• Configure Cross Dimension Content Configure the content template displayed on the cross dimension result page.

  

Configuration Item	Description
Conclusion Content	Configure conclusion content template and style. Add parameters: Select fields in the "Add Parameters" dropdown, and the results will be dynamically displayed according to parameter values. Use system default template: Click "Default Template" to display conclusion content using the system default template.
Display Quantity	Configure the number of same-direction/reverse-direction impact dimensions displayed on the result page. It will be sorted based on all dimension value combinations in different dimensions.
Sort Field	Supports descending order based on detail indicators.

• Configure Indicator Attribution Content Configure the content template displayed on the indicator attribution result page.

  

Configuration Item	Description
Conclusion Content	Configure conclusion content template and style. Add parameters: Select fields in the "Add Parameters" dropdown, and the results will be dynamically displayed according to parameter values. Use system default template: Click "Default Template" to display conclusion content using the system default template.
Display Quantity	Configure the number of same-direction/reverse-direction impact dimensions displayed on the result page.
Sort Field	Supports descending order based on detail indicators.

• Configure Combination Attribution Content Configure the content template displayed on the indicator attribution result page.

  

Configuration Item	Description
Conclusion Content	Configure conclusion content template and style. Add parameters: Select fields in the "Add Parameters" dropdown, and the results will be dynamically displayed according to parameter values. Use system default template: Click "Default Template" to display conclusion content using the system default template.
Default Display Level	Select the analysis dimension level displayed in the combination attribution result, for example, if configured as 2, the result page will expand according to 2-level dimensions.
Display Quantity	Configure the number of same-direction/reverse-direction impact dimensions displayed on the result page. Configure separately for each dimension, and it will be sorted based on all dimension value combinations in different dimensions.
Sort Field	Supports descending order based on detail indicators.

2.5. Configure Permissions

Click "More > Permission Management" to configure permissions for the intelligent attribution page. For permission-related descriptions, see Permission Management (Intelligent attribution pages currently do not support copy permission function).

3. Limitations and Notes

1. Dimension attribution contribution details: Only displays TOP dimension value data, currently displays TOP10 for same-direction and reverse-direction respectively.
2. Combination attribution contribution details: Displays up to 1000 TOP dimension value data, currently displays TOP10 for same-direction and reverse-direction respectively.

Appendix: Concept Explanation

• Attribution indicator: The target indicator for attribution, for example, based on the purpose of "why is this year's retail total 5% lower than last year", "retail total" is the attribution indicator.
• Attribution dataset: Core business dataset, dataset generated according to actual business occurrence.
• Indicator attribution: Based on target data for indicator breakdown, requires detailed target data of indicators to exist in the target dataset.
• Dimension attribution: Based on target data for dimension breakdown, only supports dimensions that exist simultaneously in attribution data and target dataset.
• Same-direction: The attribution dimension and attribution target indicator are consistent in positive and negative directions. Example: When the indicator drops, if the attribution contribution is negative, it is same-direction.
• Reverse-direction: The attribution dimension and attribution target indicator are opposite in positive and negative directions. Example: When the indicator drops, if the attribution contribution is positive, it is reverse-direction.
• Contribution value: Difference change impact, in absolute change values, how much absolute impact the influencing factor brings (see the diagram below for details).
• Contribution percentage points: Year-over-year change impact, in year-over-year change percentage points, how many percentage points of impact the influencing factor brings (see the diagram below for details).
• Contribution rate: Change impact proportion, the proportion of the influencing factor's contribution to the change, adding up to 100% (see the diagram below for details).

Calculation process

1. First calculate the contribution value (calculation methods differ for different indicator types)
2. Contribution value = Total change value * Contribution rate ———Focus on the effect brought by change values
3. Contribution percentage points = Total change rate * Contribution rate———Focus on the effect brought by change rates