CMA Formatting and Functionality Updates
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      3. CMA Formatting and Functionality Updates

      Wine CMA Updates August 2023

      We're making a few minor updates to the Wine CMA's core set of sixteen dashboards. These updates are scheduled to be published to your workbooks on Tuesday, August 15th.

      For greater consistency, the locations of several filters and parameters (on the right side of the dashboards) have changed in our core set of sixteen dashboards. On some dashboards, additional filters have been added as well:

      Item Audit:

      • Add Wine Category filter above Supplier filter

      Footprint:

      • Add a Wine Category Filter above the Supplier filter
      • Add a Brand Levels Parameter below the Main Brand Famillies In/Out
      • Add a Brands & SKUs filter below the Brand Levels parameter
      • Move Footprint dashboard next to the Item Audit dashboard, so it shows up between “Item Audit” and “Wine Category Analysis” in the Tableau Buttons running across the top of the screen.
      • Change the name of the “Ranker 3rd Column” parameter to “3rd Column Measure”

      Wine Category Analysis:

      • Name of dashboard has changed, from “Wine/Category Analysis” to “Wine Category Analysis”

      Price Segment Analysis:

      • Name of dashboard has changed, from “Wine/Price Segment Analysis” to “Price Segment Analysis”
      • Move Package Type and Package Size Group filters below Wine Attribute Level filter
      • Move Price Per Case filter under Price Segment filter

      Attribute Analysis:

      • Move Package Type and Package Size Group filters below Wine Attribute Level filter.

      Package Analysis:

      • Move Wine Geographic Reference below the New or Existing Brand filter
      • Add a Wine Flavor filter below Wine Color Group filter
      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Move Price Per Case filter under Price Segment filter.

      Sales per Pt vs CWD:

      • Add a New or Existing Brands filter below Dom vs Imp filter
      • Move Wine Geographic Reference filter below the New or Existing Brand filter
      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Add a Supplier filter under Wine Category Filter
      • Move Point Measure parameter below Show Mark Labels parameter
      • Move Price Per Case filter under Price Segment filter

      Rankers:

      • Move the New or Existing Brands filter below Dom vs Imp filter
      • Move the Sales Measure Selection above the Wine Dom vs Imp Value
      • Move the Wine Geographic Reference filter below the New or Existing Brand filter
      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Add a Supplier filter under Wine Category Filter
      • Add a Brands & SKUs filter below the Brand Family Filter
      • Add a Dollar Trend vs LY filter above the Rank filter
      • Move Price Per Case filter under Price Segment filter

      Dollar Rank Comp AND Dollar Ranker with CWD:

      • Move the New or Existing Brands filter below Dom vs Imp filter
      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Add a Brands & SKUs filter below the Brand Family Filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Move Supplier filter under Wine Category Filter
      • Move Price Per Case filter under Price Segment filter
      • On the Dollar Rank Comp dashboard, add a Dollar Trend vs LY filter above the Rank filter
      • On Dollar Rank Comp, change the name of the “Ranker 3rd Column” parameter to “3rd Column Measure”

      Dimensions Over Time:

      • Add Wine Geographic Reference and Price Segment to the Over Time Dimension parameter
      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Move Supplier filter under Wine Category Filter
      • Move Price Per Case filter under Price Segment filter

      Price Analysis:

      • Rotate charts so they run vertically
      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Add New or Existing Brand filter under Domestic vs Import Filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter

      The Column and Row (C&R) dashboards:

      Please note that, in the interest of consistency across Beer, Wine, and Spirits, we're updating the naming structures of the header columns in C&R, C&R by SKU, and C&R Geogs. View a detailed list of those changes here.

      The following details describe changes in the locations of several filters and parameters, plus a few new measures which have been added, in the Spirits column and row dashboards:

      C&R:

      The following measures have been added to C&R, just to the right of the Incremental Dollars merch condition measures:

      • CWD Display Only (MAX)
      • CWD Feature Only (MAX)
      • CWD Any Display (MAX)
      • CWD Any Feature (MAX)
      • CWD Feature and Display (MAX)
      • CWD Feature and or Display (MAX)
      • CWD Any Price Reduction (MAX)
      • CWD Price Reduction Only (MAX)

      Additional Changes to C&R:

      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Move Supplier filter under Wine Category Filter
      • Add New or Existing Brand filter under Domestic vs Import Filter
      • Move Price Per Case filter under Price Segment filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Move C&R Aggregate Geographies filter parameter under Price Per Case Filter

      C&R by SKU:

      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Add New or Existing Brand filter under Domestic vs Import Filter
      • Add a Rank filter below the Product Description filter
      • Move Supplier filter under Wine Category filter
      • Move Alcohol by Volume filter to be just above Price Segment filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Move C&R Aggregate Geographies filter parameter under Price Sper Case Filter
      • Move Price Per Case filter under Price Segment filter

       

       

      C&R Geogs:

      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Move Supplier filter under Wine Category Filter
      • Move Price Per Case filter under Price Segment filter

      C&R Brands Over Time:

      • Add a New or Existing Brands filter below Dom vs Imp filter
      • Move Wine Geographic Reference filter below the New or Existing Brand filter
      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Move Rank Filter to be just below Brands & SKUs filter
      • Move Sales Measure Selection parameter under Geography filter
      • Move Supplier filter under Wine Category Filter
      • Move Price Per Case filter under Price Segment filter

      C&R Geogs Over Time:

      • Remove Wine Attribute Levels Parameter and Wine Attribute Level filter (not necessary on this dashboard because we’ll have separate filters on the dashboard for each attribute level)
      • Add a Wine Flavor filter
      • Move Package Type and Package Size Group filters below Wine Flavor filter
      • Move Supplier filter under Wine Category Filter
      • Move Price Per Case filter under Price Segment filter