Mix / Share

YAML type: mix | Category: Business

Flags anomalies in a child series' share of its parent aggregate.

Description

For each point, share = child_value / parent_total. Parent totals are precomputed at daily/weekly/monthly granularity. Grain: parentBy + childVaryBy filled; other categories null.

How it works

Mix / Share illustration

Mix evaluates the child's share of its parent: share = child_value / parent_total. Parent totals are precomputed at daily, weekly, or monthly granularity; the share is then scored with pct_point, relative, or robust_z against its baseline.

The series must sit on the parent/child grain (parentBy and childVaryBy filled, other categories null). minParentValue skips tiny parents where share ratios are unstable.

Setup

Set parent/child category lists, granularity, and method (pct_point, relative, robust_z).

Configure detectors on the data view Analysis tab or in YAML. Validate with Data Preview before enabling production schedules.

Settings

Parameter	Default	Description
`parentBy`	--	Parent aggregate categories
`childVaryBy`	--	Child identity within parent
`granularity`	`daily`	Period grain -- see Allowed values
`method`	`pct_point`	Share scoring -- see Allowed values
`threshold`	`2.0`	Method-specific threshold
`mode`	`both`	Direction -- see Allowed values
`minParentValue`	`1.0`	Skip tiny parents

Allowed values

`granularity`

Value	Meaning
`daily`	Evaluate at day grain (default; also the fallback for unknown values)
`weekly`	Evaluate at week grain (alias: `week`)
`monthly`	Evaluate at month grain (alias: `month`)

`method`

How share deviations are scored (share = child / parent).

Value	Meaning
`pct_point` (default in catalog samples)	Deviation from median share in percentage points; `threshold` is in pp
`relative`	Percent change vs median share; `threshold` is a percent
`robust_z`	Robust z-score vs share baseline; `threshold` is a z-score

`mode`

Value	Meaning
`above`	Flag increases / values above the comparison (or high side of a band)
`below`	Flag decreases / values below the comparison (or low side of a band)
`both`	Flag either direction

Shared series filters

Most detectors also accept optional series filters in params:

Parameter	Purpose
`maxGapAmount`	Skip series when gap amount is too high (`null` = no limit). Catalog create-default is often `5`.
`minValue`	Skip series whose average value is below this (`null` = no limit). Catalog create-default is often `1000`.
`maxValue`	Skip series whose average value is above this (optional; omit/`null` = no limit)
`useSpecialDates`	When `true`, suppress anomalies that overlap special dates

When a filter skips a series, Data Preview shows the reason.

Configuration example

analysis:
  detectors:
    - type: mix
      params:
        parentBy: [region]
        childVaryBy: [product]
        granularity: daily
        method: pct_point
        threshold: 5.0
        mode: both
        minParentValue: 10.0

Using the detector

Use when absolute values look fine but share of the mix shifts.

Use cases

Product mix within a region
Channel share of total sales
Portfolio allocation drift