computeUnderperformer {matman}

Select underperforming items

Description

Selects items with a value lower than a given threshold for a specified time period.

Usage

computeUnderperformer(
  data,
  value,
  group,
  timestamp,
  timestampFormat = c("day", "week", "month", "quater", "year"),
  currentTime,
  thresholdValue = 0,
  thresholdTime = 90,
  use_latest = FALSE
)

Arguments

data

Dataframe containing item stock data.

value

Name of the column variable containing the stock values.

group

Name(s) of the column(s) that are used to group stock data. These columns are usually the item ID or item name to group stock data by items.

timestamp

Name of the column including the timestamp. This column should be in Date, POSIX , YY-mm, YYYY-'W'ww, YYYY-mm, YYYY-'Q'q or YYYY format.

timestampFormat

Declares in which format the timestamp comes in (i.e., "day", "week", "month", "quarter", "year")

currentTime

Qualifying date for the value variable. Date must exist in data and have the same format as timestamp-variable.

thresholdValue

Name of the colum variable containing the items' stock threshold value or the threshold value used in this analysis for all items.

thresholdTime

Time for which the value shouldn't exceed the threshold value. Number declares the time in the format of timestampFormat

use_latest

boolean value. If TRUE data will expand and dates with noexisting values will be filled up with the latest known values

Value

Returns a data frame listing all underperforming items, the date their stock was the last time over the threshold (lastover), the duration in days since the stock is under the threshold (toolowindays), the average difference between the stock and the threshold (meandiff) and the count of switched between over- and underperformance (moves).

Author(s)

Leon Binder [e-mail]

Bernhard Bauer [e-mail]

Michael Scholz [e-mail]

See Also

computeOverperformer computeConstants

Examples

data("Stocks")
underperformer = computeUnderperformer(data=Stocks,
                                       value = "stock",
                                       group = "item",
                                       timestamp = "date",
                                       timestampFormat = "day",
                                       currentTime = "2019-07-27",
                                       thresholdValue = "minstock",
                                       thresholdTime = 90,
                                       use_latest = FALSE)