Manage comparison perimeters

Define data cross-analysis for your users on the platform according to their respective environments. Easily create and manage your comparison perimeters to contextualize each team’s performance.

Comparison perimeters determine the benchmarking of broader metadata against which users can position themselves relative to their specific analysis perimeter. To learn more, read the related article: What is a comparison perimeter?

Access comparison perimeter management

From the platform's administration center, you can create, modify, and delete the comparison perimeters of your account.

⚠️ The administration center is only accessible to users whose profile holds administrator privileges ("Manage").

To do this, from the platform's left sidebar, access the administration center by clicking on the "Administration" tab.

Then, in the administration center's left sidebar, expand the "Users and roles" section, then click on the "Users" sub-section.

Then create a new user or edit an existing user.

Create a comparison perimeter

To create a new comparison perimeter on your account, start by creating a new user or editing an existing user.

Once the user management panel is open, in the "Comparison perimeters" field, enter a name for your new perimeter.

By clicking "Create a perimeter "XXX"", a new comparison perimeter configuration panel opens, allowing you to enter the information required to create the perimeter.

• Comparison perimeter label

Start by assigning a name to your comparison perimeter.

This name will appear in the user creation and editing panel and on the platfom graphs.

The maximum allowed length is 50 characters.

In a multilingual context, if you have configured several languages in the program settings (learn more), we recommend naming your perimeter so that it is understandable for everyone.

• Operator

If you plan to define several rules within the perimeter using different metadata, select the appropriate "AND" or "OR" operator.

The "AND" operator (precise hierarchy) narrows the perimeter. The user sees comparisons only with data that meets all conditions simultaneously.

Example: "region" = "North" AND "store_type" = "Supermarket","Hypermarket"; the user compares only with supermarkets and hypermarkets located in the North, North drive stores are hidden, and Southern supermarkets and hypermarkets are hidden.

The "OR" operator (cumulative structure) expands the perimeter. The user sees only comparisons that include the combined data matching one or the other criteria.

Example: "region" = "North" OR "store_type" = "Supermarket","Hypermarket"; the user compares with all stores in the North (regardless of type) and also with all supermarkets and hypermarkets across the country (regardless of region).

• Perimeter rule

Finally, select the metadata and allowed values to define the benchmarking field of the comparison perimeter.

Once the comparison perimeter configuration is complete, click the "Save" button to create it and assign it to the user.

💭 By default, for the same metadata, entered values are cumulative.

Edit a comparison perimeter

To edit an existing comparison perimeter, simply locate an existing user who has this perimeter on the "Users" page, click the vertical ellipsis icon (⋮), then click "Edit".

Once the user management panel is open, in the "Comparison perimeters" field, click the "Edit" button.

You can then make any desired changes to your perimeter.

Make sure to click the "Save" button to apply all changes to the comparison perimeter.

💭 You can freely edit the label, operator, and application rules for each comparison perimeter.

Delete a comparison perimeter

It is not possible to delete a comparison perimeter.

For further assistance or to report a specific issue, please contact our Support team.