This report is the rough equivalent of some of the Sales and Margin templates in DSS. It is designed to give access to store-level data down to the smallest levels of granularity/detail.
It may also be more helpful to think of it as a Company Summary report in DSS but with more specific, store- and inventory-centric data.
What is the Store Sales and Inventory Report?
If you want to build one of these reports from scratch, select from the below columns, each of which contains many subsets, a few of which have been listed after, with different business elements separated by a comma:
- Time Period: Walmart Calendar Date, Walmart Calendar Week
- DC Alignment: Distribution Center Number, etc.
- Item Info and Item Hierarchy: Base Unit Retail Amount, Brand ID, etc.
- Item Velocity: Dollar/Store/Week(POS Count)-Last Year, etc.
- Markup/Markdown: Net Initial Margin Last Year, Home Office Markdown Amount-This Year, etc.
- Pack Size and Dimensions: Vendor Minimum Order Quantity, Warehouse Pack Cubic Quantity, etc.
- Receipt: Gross Receipt Quantity-This Year, Gross Receipt Cost Amount YOY Change %, etc.
- Store Customer Returns: Amount-Defective-Last Year (Customer Returns), Total Store Customer Returns Amount Last Year, etc.
- Store Fulfillment (OPD): Customer Order Quantity, Delay Pick Rate, etc.
- Store Info: Address Country Code, Banner Code, etc.
- Store Inventory: Instock %-Last Year, Inventory Adjustment Amount - Last Year, etc.
- Store Returns: Total Store Returns Quantity - Last Year, Cost Amount - Recall - Last Year (Returns), etc.
- Store Sales: AUR BIS YoY Change%, POS Quantity BIS YoY Change%, etc.
- Vendor Information: Vendor Number, Vendor Stock ID, etc.
- Custom Attribute (max 5)
These subsets listed above after the columns are ONLY two or so examples taken almost at random from a much larger list. They are also occasionally referred to as business elements. To see their definition/function, just hover your mouse over the item until the information bubble appears next to it with its full name, definition, and DSS alias (if applicable).
Pulling the Report
To run a more standard Store Sales & Inventory report, just go to the Datasets tab in Report Builder, and select “Store Sales & Inventory.” In most user layouts, it should be the first listed Walmart dataset.
Once you’ve clicked on the dataset the “Data Preview” will appear on the right navigation bar.
If you click “Use this dataset” at the bottom of that row, it will take you to a “Columns” selection page. The Columns can be searched using either Scintilla or old DSS business element names.
Once the desired Columns have been selected, click on the “Filters.” A time frame of WMT time (i.e. Date, Week, Month, Quarter, or Year) must be selected at this point in the “Required” section on the right-hand side of the screen.
Other filters can be added optionally. Once the WMT time filter is selected, the “Create Report” button will become clickable in the top right corner of the screen. Just underneath this will be the time that the data was last refreshed. There is also the option to save the report if you think it is a report you will run repeatedly.
After clicking “Create Report,” you will have the option to personalize the report. We recommend naming the report after the columns and filters selected.
For example, a report that contains all of the “Store Sales” columns, and it is filtered by Walmart Calendar Month for the last six months, a good title could be “Store Sales Last Six Walmart Months.”
Once the report has been submitted (or created), give it about 20-70 minutes to fully finish.