Infor M3 Analytics for CloudSuite Equipment Product Guide

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About this guide
Related documents
Infor M3 Analytics overview
Custom Subject Area
Currency conversion
Unit conversion
Infor M3 Analytics components
Using Infor M3 Analytics
Navigating the dashboard
Viewing data
Hovering
Changing report types
Turning on or off a data series in a chart
Drilling down data
Visual highlighting and filtering
Using filters
Using the standard filter
Using the Filter cards
Using the embedded filters
Drilling across to another dashboard
Integrated analytics
Drill back to M3
Drill back to Infor M3 Customer LifeCycle Manager records
Drill forward to Birst dashboard
Workspaces or Homepages
Configuring the M3 Analytics report widget
In-Context BI
Equipment industry overview
Sales domain
Sales domain models
Sales Analysis
Sales Analysis dimension list
Sales Budget
Sales Budget dimension list
Sales Orders
Sales Orders dimension list
Delivery Performance
Delivery Performance dimension list
White Space
White Space dimension list
Sales domain fact tables
Sales Analysis sourced measures and KPIs
Sales Analysis calculated measures and KPIs
Sales Budget sourced measures and KPIs
Sales Budget calculated measures and KPIs
Sales Orders sourced measures and KPIs
Sales Orders calculated measures and KPIs
Delivery Performance sourced measures and KPIs
Delivery Performance calculated measures and KPIs
Delivery Lines sourced measures and KPIs
White Space sourced measures and KPIs
Sales domain dashboards
Open Customer Order Book dashboard
Open Customer Order Book reports
Order Supply Chain dashboard
Order Supply Chain reports
Customer Order Stop dashboard
Customer Order Stop reports
Sales Manager - Margin dashboard
Sales Manager - Margin reports
Customer Profitability Analysis dashboard
Customer Profitability Analysis report
Product Profitability Analysis dashboard
Product Profitability Analysis report
Competitor Erosion Overview dashboard
Competitor Erosion Overview reports
Competitor Erosion Overview KPI charts
Competitor Erosion Analysis dashboard
Competitor Erosion Analysis reports
Competitor Erosion - Alternative Products dashboard
Competitor Erosion - Alternative Products reports
Shop Performance dashboard
Shop Performance reports
Delivery Performance dashboard
Delivery Performance reports
Delivery Performance - Time dashboard
Delivery Performance - Time reports
Sales Orders Ad Hoc dashboard
Sales Orders Ad Hoc reports
Sales Analysis Ad Hoc dashboard
Sales Analysis Ad Hoc report
Sales Budget Ad Hoc dashboard
Sales Budget Ad Hoc reports
White Space dashboard
White Space report
White Space - Details dashboard
White Space - Details reports
Sales domain integrated analytics
Drill back to M3 report
In-Context reports
Homepage reports - Sales
KPI reports - Sales
Finance domain
Finance domain models
AP Operational Metrics
AP Operational Metrics dimension list
AR Balances
AR Balances dimension list
AR Invoices
AR Invoices dimension list
Finance Key Ratio
Finance Key Ratio dimension list
Finance Key Ratio measures
General Ledger
General Ledger dimension list
Stock Valuation
Stock Valuation dimension list
Finance domain fact tables
AP Ledger sourced measures and KPIs
AP Operational Metrics sourced measures and KPIs
AP Operational Metrics calculated measures and KPIs
AR Balances sourced measures and KPIs
AR Balances calculated measures and KPIs
AR Invoices sourced measures and KPIs
AR Invoices calculated measures and KPIs
AR Legder sourced measures and KPIs
Finance Key Ratio sourced measures and KPIs
General Ledger sourced measures and KPIs
General Ledger calculated measures and KPIs
Stock Valuation sourced measures and KPIs
Finance domain dashboards
CFO Dashboard
CFO Dashboard reports
Balance Sheet dashboard
Balance Sheet reports
Income Statement dashboard
Income Statement report
Income Statement KPI charts
Key Ratio - Operational dashboard
Key Ratio - Operational reports
Key Ratio - Strategic dashboard
Key Ratio - Strategic reports
General Ledger - Global dashboard
General Ledger - Global reports
General Ledger - Local dashboard
General Ledger - Local reports
Accounts Payable Operational Metrics dashboard
Accounts Payable Operational Metrics reports
Stock Valuation dashboard
Stock Valuation reports
Financial Controller dashboard
Financial Controller reports
High Risk Payers dashboard
High Risk Payers reports
Accounts Receivable Operational Metrics dashboard
Accounts Receivable Operational Metrics reports
Invoices and Reconciliation Details dashboard
Invoices and Reconciliation Details reports
Invoice Variance Details dashboard
Invoice Variance Details reports
General Ledger Ad Hoc dashboard
General Ledger Ad Hoc report
General Ledger Ad Hoc Details dashboard
General Ledger Ad Hoc Details reports
Finance domain integrated analytics
Drill back to M3 report
In-Context reports
Homepage reports - Finance
KPI reports - Finance
Procurement domain
Procurement domain models
Procurement Analysis
Procurement Analysis dimension list
Purchase Orders
Purchase Orders dimension list
Procurement domain fact tables
Procurement Analysis sourced measures and KPIs
Procurement Analysis calculated measures and KPIs
Purchase Orders sourced measures and KPIs
Purchase Orders calculated measures and KPIs
Procurement domain dashboards
Open Purchase Order Book dashboard
Open Purchase Order Book reports
Purchase Order Supply Chain dashboard
Purchase Order Supply Chain reports
Purchase Order Supplier dashboard
Purchase Order Supplier reports
Supplier Performance dashboard
Supplier Performance reports
Supplier Performance KPI chart
Purchase Orders Ad Hoc dashboard
Purchase Orders Ad Hoc report
Procurement Analysis Ad Hoc dashboard
Procurement Analysis Ad Hoc reports
Procurement domain integrated analytics
Homepage report - Procurement
Production domain
Production domain models
Operation Analysis
Operation Analysis dimension list
Order Costing
Order Costing dimension list
Overall Equipment Effectiveness
Overall Equipment Effectiveness dimension list
Work Center Utilization
Work Center Utilization dimension list
Production domain fact tables
Material Components sourced measures and KPIs
Material Components calculated measures and KPIs
MO Headers sourced measures and KPIs
MO Headers calculated measures and KPIs
MO Operation Transactions sourced measures and KPIs
MO Operations sourced measures and KPIs
MO Operations calculated measures and KPIs
Operation Components sourced measures and KPIs
Operation Components calculated measures and KPIs
Order Costing Headers sourced measures and KPIs
Order Costing Components calculated measures and KPIs
Overall Equipment Effectiveness sourced measures and KPIs
Overall Equipment Effectiveness calculated measures and KPIs
Product Costs sourced measures and KPIs
Semi-Finished Materials sourced measures and KPIs
Semi-Finished Materials calculated measures and KPIs
Work Center Capacity sourced measures and KPIs
Work Center Capacity calculated measures and KPIs
Production domain dashboards
Work Center Utilization - Labor dashboard
Work Center Utilization - Labor reports
Work Center Utilization - Machine dashboard
Work Center Utilization - Machine reports
Work Center Utilization - Details dashboard
Work Center Utilization - Details reports
Operation Time Analysis - Days dashboard
Operation Time Analysis - Days reports
Operation Time Analysis - Hours dashboard
Operation Time Analysis - Hours reports
Operation Quantity Analysis dashboard
Operation Quantity Analysis reports
Overall Equipment Effectiveness dashboard
Overall Equipment Effectiveness reports
Overall Equipment Effectiveness - Availability dashboard
Overall Equipment Effectiveness - Availability reports
Overall Equipment Effectiveness Details dashboard
Overall Equipment Effectiveness Details report
Overall Equipment Effectiveness - Performance dashboard
Overall Equipment Effectiveness - Performance reports
Overall Equipment Effectiveness - Quality dashboard
Overall Equipment Effectiveness - Quality reports
Order Costing - All Levels dashboard
Order Costing - All Levels reports
Order Costing - This Level dashboard
Order Costing - This Level reports
Production domain integrated analytics
Drill back to M3 report
KPI reports - Production
Rental domain
Rental domain models
Rental Utilization
Rental Utilization dimension list
Rental Metrics
Rental Metrics dimension list
Rental domain fact tables
Rental Utilization sourced measures and KPIs
Rental Utilization calculated measures and KPIs
Rental Metrics by Units sourced measures and KPIs
Rental Metrics by Equipment Class sourced measures and KPIs
Rental domain dashboards
Rental Manager dashboard
Rental Manager reports
Rental Fleet Manager dashboard
Rental Fleet Manager reports
Rental Metrics by Units dashboard
Rental Metrics by Units reports
Rental Metrics by Units KPIs
Rental Metrics by Equipment Class dashboard
Rental Metrics by Equipment Class reports
Rental Metrics by Equipment Class KPIs
Equipment domain
Equipment domain models
Labor Resource Analysis
Labor Resource Analysis dimension list
Technician Performance
Technician Performance dimension list
Warranty Claims
Warranty Claims dimension list
Equipment domain fact tables
Labor Work Center Capacity sourced measure and KPIs
Labor Work Center Capacity calculated measure and KPIs
Technician Capacity sourced measures and KPIs
Technician Capacity calculated measures and KPIs
Warranty Claims sourced measures and KPIs
Warranty Claims calculated measures and KPIs
Warranty Processing sourced measures and KPIs
WO Headers sourced measures and KPIs
WO Operation sourced measures and KPIs
WO Operation calculated measures and KPIs
WO Operation Transactions sourced measures and KPIs
WO Operation Transactions calculated measures and KPIs
Equipment domain dashboards
Technician Performance dashboard
Technician Performance reports
Technician Performance Details dashboard
Technician Performance Details reports
Warranty Claims Overview dashboard
Warranty Claims Overview reports
Warranty Claims Overview KPI charts
Warranty Department Performance dashboard
Warranty Department Performance reports
Labor Resource Analysis dashboard
Labor Resource Analysis reports
Equipment domain integrated analytics
Homepage report - Equipment
Warehouse domain
Warehouse domain models
Stock Balance
Stock Balance dimension list
Stock Statistics
Stock Statistics dimension list
Stock Transactions
Stock Transactions dimension list
Warehouse domain fact tables
Stock Balance sourced measures and KPIs
Stock Balance calculated measures and KPIs
Stock Statistics sourced measures and KPIs
Stock Statistics calculated measures and KPIs
Stock Transactions sourced measures and KPIs
Warehouse domain dashboards
Stock Statistics Overview dashboard
Stock Statistics Overview reports
ABC Class Analysis dashboard
ABC Class Analysis reports
Stock Profile Trend dashboard
Stock Profile Trend reports
Stock Profile Analysis dashboard
Stock Profile Analysis reports
Stock Profile Details - Product dashboard
Stock Profile Details - Product reports
Stock Profile Details - Warehouse dashboard
Stock Profile Details - Warehouse reports
Stock Transactions dashboard
Stock Transactions reports
Warehouse domain integrated analytics
Drill back to M3 reports
Customer Lifecycle domain
Customer Lifecycle models
Account
Account dimension list
Activity
Activity dimension list
Campaign
Campaign dimension list
Contact
Contact dimension list
Opportunity
Opportunity dimension list
Customer Lifecycle fact tables
Account sourced measures and KPIs
Account calculated measures and KPIs
Activity sourced measures and KPIs
Activity calculated measures and KPIs
Campaign sourced measures and KPIs
Contact calculated measures and KPIs
Opportunity sourced measures and KPIs
Opportunity calculated measures and KPIs
Customer Lifecycle dashboards
Sales Teams Performance dashboard
Sales Teams Performance reports
Sales Teams Operations dashboard
Sales Teams Operations reports
Sales Representative Overview dashboard
Sales Representative Overview reports
Contact Management Analysis dashboard
Contact Management Analysis reports
Contact Maintenance dashboard
Contact Maintenance reports
Customer Lifecycle domain integrated analytics
Drill back to M3 CLM records
C-Suite collection
C-Suite dashboards
CEO Dashboard
CEO Dashboard reports
CEO Dashboard KPI charts
C-Suite: CFO Dashboard
CFO Dashboard reports
C-Suite: Balance Sheet dashboard
Balance Sheet reports
C-Suite: Income Statement dashboard
Income Statement report and KPI charts
C-Suite: Key Ratio - Operational dashboard
Key Ratio - Operational reports
C-Suite: Key Ratio - Strategic dashboard
Key Ratio - Strategic reports
Generic Guided Ad Hoc
Generic Guided Ad Hoc reports
Dimension information
Conformed dimensions
Buyer
Cost Center
Costing Component
Currency
Custom Time
Customer
Customer Geography
Customer Order Type
Delivery Customer
Division
Employee/Technician
Equipment
Facility
Item
Item Attribute
Lot
Manufacturer
Material
Payee
Payer
Project
Rejection Reason
Sales Organization
Shop
Stock Location
Supplier
Third Currency
Time
Time of Day
Warehouse
Work Center
Equipment domain
Agreement
Claim
Claim Specification
Claim Status
Highest Equipment
Operation Service
Payer Agreement
Service
WO Highest Operation Status
WO Op Report Details
WO Operation
WO Operation Status
WO Order Status
Work Order
Work Order Type
Finance domain
Account
Accounting Dimension 2
Accounting Dimension 3
Accounting Dimension 4
Accounting Dimension 5
Accounting Dimension 6
Accounting Dimension 7
AP Authorizer
AP Journal Number
AP User
AR Balances
AR Journal Number
Customer Invoice
FAM Entry
FKR Columns
FKR Report Hierarchy
GL Authorizer
GL User
Inventory Valuation Round
Journal Number
PC File Suffix
Supplier Invoice
Transaction Code
Voucher Type
Procurement domain
PA Addtl Info
PO Addtl Info
PO Cost Center
PO Highest Line Status
PO Line Status
PO Lowest Line Status
Purchase Agreement
Purchase Order
Purchase Order Type
Requisitioner
Production domain
Manufacturing Order
Manufacturing Order Type
MO Highest Operation Status
MO Op Report Details
MO Operation
MO Operation Status
MO Order Status
MO Planner
Order Costing Header
Run Disturbance
Setup Disturbance
Rental domain
Base Fleet Indicator
Base Fleet Indicator Daily
Base Fleet Indicator Monthly
Base Fleet Indicator Weekly
Rental Period Category
Sales domain
Blanket Agreement
Budget Version
Business Chain
CO Addtl Info
CO Highest Line Status
CO Line Status
CO Lowest Line Status
Contact Method
Customer Order
Delivery Header
Delivery Status
Invoiced Order Details
Line Type
Promotion
Sales Budget
Sales Campaign
Sales Order Type
White Space
Warehouse domain
Stock Addtl Info
Stock Transaction Details
Customer Lifecycle domain
Account
Activity
Activity Type
Business Area
Campaign
CRM User
Currency
Opportunity
Sales Team
Filter information
ABC Class – Contribution
ABC Class – Frequency
ABC Class – Manual
ABC Class – Volume
Account
Account Type
Accounting Dimension
AP Authorizer
AP User
Benchmark (Utilization Pct)
Budget Version
Buyer
By Date – CO
By Date – PA
By Date – PO
Capacity Type
Capacity Type ID
Claim Payer
Claim Status
Claim Spec Type
Column Ad Hoc – CO
Column Ad Hoc – PA
Column Ad Hoc – PO
Column Ad Hoc – SA
Company
Confirmed Delivery Date
Costing Component
Currency
Currency Type
Customer
Customer Geography
Customer Order Type
Customer Orders
Date Accuracy – Act vs Req
Date Accuracy – Act vs Req (Days) (Hidden)
Date Accuracy – Act vs Req (Hrs) (Hidden)
Date Accuracy – Act vs Req (Mins) (Hidden)
Delivery Type
Display Item by
Division
Employee
Equipment
Facility
FAM Entry
Fiscal Period
GL Authorizer
GL User
Highest Equipment
Highest Status – CO
Highest Status – PO
Item (hidden)
Item
Labor Work Center
Last N Periods
Last N Valuation Dates
Last N Weeks
Line Status – CO
Line Status – PO
Lowest Status – CO
Lowest Status – PO
Manufacturing Order Type
Manufacturing Period
Measure Type
Metric
Metric Ad Hoc – Actuals
Metric Ad Hoc – Budget
Metric Ad Hoc – CO
Metric Ad Hoc – PA
Metric Ad Hoc – PO
Metric Ad Hoc – SA
MO Planner
Overdue
Payee
Payer
Pct of Total – Measure
Period Comparison
Plot 1 – Contribution
Plot 1 – Frequency
Plot 1 – Manual
Plot 1 – Volume
Plot 2 – Contribution
Plot 2 – Frequency
Plot 2 – Manual
Plot 2 – Volume
Promotion
Purchase Agreement
Purchase Order Type
Purchase Orders
Ranking
Record Type
Rental Cost Metric
Rental Period Category
Row Ad Hoc – Budget
Row Ad Hoc – CO
Row Ad Hoc – PA
Row Ad Hoc – PO
Row Ad Hoc – SA
Sales Order Type
Sales Organization
Sales Representative
Sales Team Name
Service
Show N Records
Show N Values
Show Work Hrs per Day
Status
Stocked
Stopped
Suggested Products Measure
Supplier
Supplier Invoice
Target – Invc and Recon
Technician
Time
Transaction
Trellis
Valuation Type
View
Voucher Type
Warehouse
Week for Report Interval Basis
Week/Year
Work Center
Work Center Resource Type
Work Order Type
Year
Year/Month
Zero Suppression
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