Calculate SSP with Analyzer

Create an SSP Analyzer template

To create an SSP Analyzer Template, complete the following steps:

1. Navigate to SSP > Analyzer.
2. In the SSP Analyzer left pane, click  to add a template.
3. In the New SSP Template window, enter the required fields and click .

   Required field name	Description
   Template Name	A unique name of this SSP Analyzer template.
   SSP Type	Select SSP.
   Value Type	Specifies whether the SSP calculation is based on amount or on percent.
   Start Date	The start effective date of this template.
   SSP Source	The source data view
   SSP Calculation Type	Specifies the SSP calculation types. For details about each calculation types, see Calculation Methods of SSP Analyzer.
   Rounding	An integer value of the rounding to the nearest decimal.
   Optimizer Scale	The scale increment to build test buckets for the Optimizer method, for example, 0.5. The specified value determines the accuracy of the SSP analysis. The smaller number you specify, the more accurate the result will be. However, a smaller number also increases the calculation difficulty for the Analyzer. This field is required only for the two Optimizer SSP calculation types.

4. Ensure that the Enabled switch is toggled to Yes.
5. Specify other optional fields on the SSP Definition tab as necessary and click .

   Optional Field Name	Description
   Template Description	A short description of this template.
   End Date	The end effective date of the template.
   Low/Floor%	An integer to specify the Lowest range of the SSP value.
   High/Ceiling%	An integer to specify the Highest range of the SSP value.
   Compliance%	An integer to specify the percentage of transactions that are within the SSP/SSP% range and are compliant.
   SSP Band Calc Type:	Specifies whether the SSP band is calculated based on absolute value or percentage.
   SSP Band Calc On	Specifies whether the SSP band is calculated based on price or discount percentage.

6. (Optional): To determine the transactions that are eligible for SSP analysis, in the Group By section on the SSP Definition tab, select the fields that you want to use as grouping criteria and click . The stratification is uploaded based on the combination of the selected fields.
7. (Optional): To filter out the specific transactions for SSP analysis, click the Filters tab and do the following:
   1. Click  to add one filter rule.
   2. Select the field name and operator, and enter the operand.
   3. Add as many filter rules as needed.
   4. Ensure the Enabled checkbox is selected for the rule to be effective.
   5. Click .
8. (Optional): To add the columns that you want to display when you review the transactions that are processed by an SSP batch, click the Columns tab. Make your selection and click . The selected fields will be displayed in addition to the default fields for the transaction.

Create an SSP batch

After an SSP Analyzer template is created, you can create an SSP batch based on the template. After that, the transaction data can be collected for the batch and analyzed to derive SSP.

1. Navigate to SSP > Analyzer.
2. In the SSP Analyzer left pane, click the template based on which you want to create an SSP Batch and click .
3. In the New SSP Batch window, specify the following required fields and click .

   Required Field Name	Description
   Batch Name	A unique name of this SSP batch for which the stratification will be analyzed.
   Start Date	The start effective date of this batch.
   End Date	The end effective date of this batch.
   Rounding	An integer value of the rounding to the nearest decimal.

4. Specify the following optional fields in this SSP batch and click . Values specified in the SSP Analyzer template are automatically populated here. You can modify the value if you want.

   Optional Field Name	Description
   Low/Floor%	An integer to specify the Lowest range of the SSP value.
   High/Ceiling%	An integer to specify the Highest range of the SSP value.
   Compliance%	An integer to specify the percentage of transactions that are within the SSP/SSP% range and are compliant.
   Optimizer Scale	The scale increment to build test buckets for the Optimizer method, for example, 0.5.
   SSP Band Calc Type:	Specifies whether the SSP band is calculated based on absolute value or percentage.
   SSP Band Calc On	Specifies whether the SSP band is calculated based on price or discount percentage.
   Note: If the Optimizer Scale, SSP Band Calc Type, or SSP Band Calc On value is already specified in the SSP Analyzer template, you cannot modify the value in the SSP batch. To change their values, edit the values in the SSP Analyzer template.

5. (Optional): To filter out the specific transactions to be processed in this batch, click the Filters tab and do the following:
   1. Click  to add one filter rule.
   2. Select the field name and operator, and enter the operand.
   3. Add as many filter rules as needed.
   4. Ensure the Enabled checkbox is selected for the rule to be effective.
   5. Click .

After the SSP batch is created, the Batch Status column value changes to NEW to indicate this is a newly created SSP batch.

Start SSP analysis

After the SSP batch is created, you can let the SSP Analyzer collect historical transaction data for the batch and then do SSP analysis.

1. Navigate to SSP > Analyzer.
2. In the SSP Analyzer left pane, click the template based on which the SSP batch was created. The SSP batches that are created based on the selected template are displayed on the right.
3. Click the SSP batch for which you want to the SSP Analyzer to collect data and then click the Collect Data icon .
4. Click OK to confirm your selection. The Analyzer starts to collect the historical transactions that are uploaded or available in the system. After it completes, the Batch Status column value changes to DATA COLLECTED. 
5. On the SSP batch line, click the View Transactions icon  . The Transactions window is displayed listing all the historical transactions collected in this batch. The In Compliance column indicates whether the transaction is within the SSP or SSP% range.
6. (Optional): To exclude one or more transactions from the SSP calculation, clear the checkbox in the Include In Calculation column. In the Comments window, provide the reason for exclusion comments and click Save.
7. To do the compliance check, click the Compliance icon .

   If you excluded or included any transactions from the SSP calculation and want to do SSP analysis again, click the Re-compliance icon .

8. Click OK to confirm your selection.

After SSP analysis is completed, the Batch Status column value changes to SSP CALCULATED.

Review and approve SSP stratification

After the SSP is calculated for the SSP batch, 

• To view the SSP stratification, which is generated as part of the analysis, select the SSP batch and click the View Stratification icon . The Stratification window is displayed listing all the groups of transactions that are collected in this batch. The number of transactions and the number of compliant transactions for each group are also listed. You can view transactions for each selected group by clicking the View Transactions icon .
• If you exclude or include any transactions for this SSP batch, to do the SSP analysis again, click the Re-Compliance icon .
• (Super user only) To finalize the SSP stratification, click the Approve icon . After it is approved, no more changes to perform SSP analysis are allowed for the batch.
• If you choose Optimizer as the calculation type, you can do the following on the Stratification page:
  • View optimization graph
  • View optimization chart
  • Review and approve each peak for the multi-peak stratification