Table of Contents
Overview
OneStrata provides a variety of built-in triangulation sets that help keep related values in sync. A set of triangulated values contains three values that are mathematically connected; given any two values, the third value can be calculated from the first two values.
In a triangulation set, there is one fixed value and two non-fixed values. When one of the non-fixed values is changed, the fixed value remains constant, but the other non-fixed value is automatically recalculated. A triangulation set often represents the rate-unit-cost relationship.
For example, imagine the following scenario:
- Rate (non-fixed): $1
- Units (fixed): 10
- Cost (non-fixed): $10
If the Rate value is changed to $2, the fixed Units value remains 10 and the Cost value is automatically recalculated to $20. Similarly, if the Cost value is changed to $5, the Units value remains 10 and the Rate value is automatically recalculated to $0.50.
Triangulation Terms and Concepts
This section contains information about terms and concepts related to triangulation in OneStrata.
Editable/Read-Only vs Locked/Unlocked
Although the "editable/read-only" and "locked/unlocked" dimensions sound similar, they have important differences and interactions within a triangulation set.
All values, including values in a triangulation set or not in a triangulation set, are editable or read-only:
- Editable: A value that can be directly changed by the user
- Read-only: A value that cannot be directly changed by the user
A triangulation set generally has one locked value and two unlocked values:
- Locked (or "fixed"): A fixed value that does not change
- Unlocked (or "non-fixed"): A non-fixed value that can be changed, either manually by the user or recalculated by OneStrata
The interactions between these two dimensions are summarized in the following table:
Editable (non-italicized text) | Read-only (italicized text) | |
|---|---|---|
Locked
| N/A | The fixed value in a triangulation set |
Unlocked
| A non-fixed value that can be manually changed by the user or recalculated by OneStrata, | A non-fixed value that cannot be manually changed by the user, and can only be recalculated by OneStrata. |
Triangulation Set Types
There are two types of triangulation sets:
- Both non-fixed values are editable: Given a set of triangulated values X, Y, and Z (where Y is fixed), X can be manually changed by the user and Z is recalculated by OneStrata. Or, Z can be manually changed by the user and X is recalculated by OneStrata.
- One non-fixed value is editable and one non-fixed value is read-only: Given a set of triangulated values X, Y, and Z (where Y is fixed), only X can be manually changed by the user and Z is always recalculated by OneStrata. Z cannot be manually changed by the user.
Primary and Secondary Triangulated Values
Most cost fields are related to each other in some way, which means that changing a value that is part of a triangulation set may cause another value that is not part of the intended triangulation set to also be recalculated, because the other value is part of a different, but connected, triangulation set.
For example, imagine the following scenario:
- Triangulation Set 1 has values A, B, and C
- Triangulation Set 2 has values C, D, and E
- The user updates the values in Triangulation Set 1
- A is locked, B is changed (by the user), and C is recalculated by OneStrata
- The update to Triangulation Set 1 automatically causes an update to Triangulation Set 2:
- The value of C was recalculated and therefore changed
- C is changed (by OneStrata), D is locked, and E is recalculated by OneStrata
The term "primary triangulated value" refers to the values of the original/primary triangulation set. In the example above, A, B and C are primary triangulated values.
The term "secondary triangulated value" refers to any value that is recalculated due to a change in a primary triangulated value, but is not part of the primary triangulation set. In the example above, E is a secondary triangulated value.
Actualization Triangulation Reference
This section describes the rules of the three actualization-related triangulation sets:
| Actualization Triangulation Set | Description |
|---|---|
| Standard Actualization Triangulation | The relationship between the Actual Cost for Period, Actual Rate, and Actual Units values, on the Standard Actualization grid |
Margin Percentage Triangulation | The relationship between the Vendor Net Cost, Margin Percentage, and Client Net Cost values, on the Margin Actualization grid |
| Margin Actual Units Triangulation | The relationships between the Vendor Net Rate, Actual Units, and Vendor Net Cost values and between the Client Net Rate, Actual Units, and Client Net Cost values, on the Margin Actualization grid |
Standard Actualization Triangulation
This section describes the triangulation rules for standard actualization.
For practical examples, see Apply Standard Actualization Triangulation.
The Standard Actualization set is the only set of triangulated values for actualizing standard Cost Lines:
| Triangulated Value | Description | Formula | Possible Input Types | Triangulation Rule |
|---|---|---|---|---|
| Actual Cost for Period | The vendor cost to be actualized or that is actualized, for the filtered billing period(s). Depending on the primary cost type of the campaign, this value is equal to the committed Vendor Gross Cost (VC) or Vendor Net Cost (VC), on the media schedule. | If Rate Type is not CPM-based: If Rate Type is CPM-based: |
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| Actual Rate | The vendor rate to be actualized or that is actualized. | If Rate Type is not CPM-based: If Rate Type is CPM-based: |
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| Actual Units | The amount of delivered units to be actualized or that is actualized. | If Rate Type is not CPM-based: If Rate Type is CPM-based: |
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Margin Percentage Triangulation
This section describes the triangulation rules for margin actualization.
For practical examples, see Apply Margin Actualization Triangulation
The Margin Percentage set is the default set of triangulated values for actualizing margin Cost Lines:
| Column Name | Description | Formula | Possible Input Types | Triangulation Rules |
|---|---|---|---|---|
| Vendor Net Cost (VC) | The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added. | Vendor Net Cost = Client Net Cost - (Margin Percentage * Client Net Cost) |
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| Margin % | The difference between the cost of a media purchase (Vendor Net Cost) and the price at which it is sold (Client Net Cost), as a percentage of the price at which it is sold (Client Net Cost). Margin Percentage = (Client Net Cost - Vendor Net Cost) / Client Net Cost | Margin Percentage = (Client Net Cost - Vendor Net Cost) / Client Net Cost |
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| Client Net Cost (VC) | The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added. | Client Net Cost = -1 * (Vendor Net Cost / Margin Percentage - 1) |
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When the Margin Percentage set is active and updated, the Vendor Net Rate (VC) and Client Net Rate (VC) values also get updated, as part of the Margin Actual Units set:
- Margin Actual Units (Vendor)
- Vendor Net Cost (VC): Primary triangulated value
- Actual Units: Locked
- Rate (Vendor Net Rate (VC)): Recalculated secondary triangulated value
- Margin Actual Units (Client)
- Client Net Cost (VC): Changed primary triangulated value
- Actual Units: Locked
- Client Net Rate (VC): Recalculated secondary triangulated value
Margin Actual Units Triangulation
This section describes the triangulation rules for margin actualization.
For practical examples, see Apply Margin Actualization Triangulation
By default, the Margin Actual Units set is not active when actualizing a margin Cost Line. Unlock the Actual Units column to deactivate the Margin Percentage set and activate the Margin Actual Units set.
The Margin Actual Units set has two parts:
- One set of triangulated values for vendor costs
- One set of triangulated values for client costs.
The two sets are connected; changing the Actual Units value changes vendor costs and client costs simultaneously.
Unlike other triangulation sets, in the Margin Actual Units set, only one value (the Actual Units value) can be changed by the user. The rate value is always fixed/locked, and the cost value is always recalculated by OneStrata.
| Cost Group | Column Name | Description | Formula | Possible Input Types | Lock Rules |
|---|---|---|---|---|---|
| Vendor | Rate (Vendor Net Rate (VC)) | The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added. | N/A | Read-only value taken from the Schedule grid |
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| Actual Units | The amount of delivered units to be actualized or that is actualized. | N/A | Entered by user |
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| Vendor Net Cost (VC) | The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added. | If Rate Type is not CPM-based: If Rate Type is CPM-based: | Recalculated by OneStrata |
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| Client | Client Net Rate (VC) | The cost per unit that the client is charged. | N/A | Read-only value taken from the Schedule grid |
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| Actual Units | The amount of delivered units to be actualized or that is actualized. | N/A | Entered by user |
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| Client Net Cost (VC) | The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added. | If Rate Type is not CPM-based: If Rate Type is CPM-based: | Recalculated by OneStrata |
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When the Margin Actual Units set is active and updated, the Margin Percentage value also gets updated, as part of the Margin Percentage set:
- Vendor Net Cost (VC): Changed primary triangulated value
- Client Net Cost (VC): Changed primary triangulated value
- Margin Percentage: Recalculated secondary triangulated value