DP20 Enus DP 05
DP20 Enus DP 05
• Create worksheets
• Create workspaces
• Add indicators and warnings to worksheets
Introduction
The previous chapter showed us how to create and work with indicators. The
next step of our progression through the Demand Planner® user interface is to
learn how to create worksheets and workspaces. The indicators we learned about
in the previous chapter are used to help define and structure worksheets. Demand
Planner uses indicators and worksheets to facilitate data analysis.
You see the terms worksheets, worksheet templates, and views used
interchangeably in this chapter as all three terms refer to the spreadsheet-like
interface where data is displayed.
Worksheet Templates
Creating Templates
Demand Planner facilitates data visualization and editing through worksheets.
You can view the following information in a worksheet:
• Levels
• Products
• Markets
• Buckets
• Measure indicators, sometimes referred to as Base indicators because
the data displayed in measure indicators is base data that was
imported from the ERP system
• Formula indicators.
The worksheet has a grid structure and the same look and feel as Microsoft®
Excel. Worksheets can be grouped into worksheet groups in the Worksheet
Templates form.
DATA→WORKSHEET TEMPLATES
The left pane of this window is a list of worksheet groups which allow you to
group similar templates. Click on each folder to see the contents of the folder
displayed in the top-right pane.
The top-right pane displays all the saved templates that are stored in the selected
worksheet folder.
HINT: The Templates Identifier field is set by default to a specific display width. This
default width is not large enough to display many template names. Remember that there
is an option on the General tab of the Environment Options window to Autosize list
column. Checking that option automatically sets the display width of the Templates
Identifier field to size of the largest template name in the selected worksheet group.
The bottom-right pane displays a list of indicators that are included in the
selected template.
NOTE: You cannot delete a worksheet group because if you right-click on a worksheet
group the Delete option is not active. To remove a worksheet group, delete all worksheet
templates from the worksheet group and close the Worksheet Templates window. When
you reopen the Worksheet Templates window the empty worksheet group will be gone.
Levels Tab
The Levels tab allows you to make selections for the default levels you wish to
display in the worksheet.
CAUTION: You MUST make entries in each of the fields on this tab before you are
allowed to save the template.
1. The selections on the left side of this tab are the defaults for the
hierarchy displayed. You choose hierarchies by their top level; thus
the name of these fields − Top level. If parallel hierarchies have been
created, more than one selection is available in these drop-down lists.
2. The selections on the right side of this tab are the default levels you
wish to display in the worksheet for each of the dimensions.
CAUTION: Even though Custom Entities is not part of Demand Planner functionality,
an entry must be selected for both the Top level and Custom Entities fields.
1. Select the entity you wish to see displayed at the far left of the
worksheet in the First Entity Visible field. This is the first sort
method applied for data in the worksheet.
2. Select the entity you wish use as the second sort method in the
Second Entity Visible field. This is the second column from the left
in the worksheet.
3. Select the entity you wish to be displayed as the columns in the
worksheet in the Third Entities Visible field.
4. In the Worksheet style field, select whether you wish to display the
worksheet by time buckets or by entities.
5. Define the path to the data bags in the Data bag path field. Data
bags filter the data that can be seen in the worksheet. The standard
Open icon is available for you to search for the path to the folder
containing the data bags.
6. Select the data bag you wish to use in the Data bag name field.
7. The Funnel icon to the right of the Browse icon is the icon that
opens the Filter Viewer where you create and modify data bags. This
functionality is discussed later in this chapter.
1. The check boxes on the left turn on or off the functionality that is
available on the Worksheet toolbar. Check the check box to enable
the functionality. The specific use of these options is described later
in the section on the Worksheet toolbar.
2. The Statistics area of the window enables display options for
statistical rows and columns. Checking Statistics rows enables the
display of statistics such as sum or average for data rows. The
statistics are displayed at the far right of the worksheet.
3. Checking Statistics columns enables similar statistics for data
columns. The statistics are displayed at the bottom of the worksheet.
4. The Grand total check box enables the display of a summation of
all rows or columns in the worksheet.
5. The First indicator visible field enables you to determine the first
indicator that is to be visible in the statistical area.
6. The Second indicator visible field enables you to determine the
second indicator that is to be visible in the statistical area of the
worksheet.
7. The Zoom area enables you to determine the size of the display.
Sharing Tab
The Sharing tab enables you to select what users can use the template. Click the
check box next to a user to enable them to use the template. The owner of the
template is displayed on the right.
Add Indicators to a Template
To add Indicators to a template:
4. The three fields at the top of this window enable you to search the
list of indicators. Enter a value in one of the three fields and then
click the Apply icon at the top of the window. The search logic in
this search engine only finds exact matches for your search field
entry.
5 Click on the indicator you wish to add and then click the Clipboard
icon. The window automatically closes and the selected indicator is
displayed in the bottom-right pane.
FIGURE 5-4 − FILTER VIEWER WINDOW WHERE DATA BAGS ARE MANAGED
8. In order to create the data bag you must first select the entities/data
you wish to put in the bag. You accomplish this by expanding the
desired dimension folder under Queries in the left pane and then
clicking on one of the measures to display the entities that are
included in that measure. For example, you could click the Products
dimension and then click the Product measure to see the entities that
are included in the measure.
9. Highlight the desired entities in the right pane and then right-click
and choose SEND TO DATA BAG→NEW.
10. A new data packet is displayed in the query folder you are working
with. At the same time a new data bag is created in the Data Bags
folder. Your cursor is blinking in the new data packet. Give the new
data packet a descriptive name.
11. At this time you may wish to expand the Data Bags folder and find
your new data bag. It will have a temporary name of New Item X
with X being a number assigned by the system.
12. You must repeat the process of selecting entities and sending the
entities to the newly created data bag. When you right-click on the
selected entities and choose Send to data bag the name of the new
data bag appears in the sub-menu to the right. As before, the action
of sending the selected entities to the data bag creates a new data
packet. You can give the new data packet a name if you wish.
13. When you have completed the process of selecting entities for all
four dimensions, the new data bag appears in the drop-down list in
the Data bag name field on the Open Defaults tab of the Template
properties window.
When you open a worksheet the remaining toolbars are displayed that are not
displayed when the blank Standard workspace is open.
The modifications made to the data become definitive only when they are saved
in the database. The original data may be restored by using the Undo or Reload
functions on the File toolbar. The Undo icon is the typical Windows
counterclockwise arrow and the Reload icon is just to the right of the Undo icon.
Toolbar Options
As stated earlier in this manual, you can use the Top Levels, Current Levels, and
Columns toolbars to change the display of worksheets. When you make a change
to any of the selections in the drop-down menus the Apply button becomes
active. Click the Apply button to view the new selections you have made. If you
wish to apply the changes to another worksheet, click the down arrow next to the
Apply button.
You have many other options at your disposal to modify the worksheet as shown
by these icons:
From left to right, here are the names of these icons and a short description of
what they can do:
• Filter − Clicking the Filter icon opens the Filter Viewer where you
can work with data bags. Clicking the down arrow next to the Filter
icon enables you to filter the data displayed to match the currently
highlighted data in the worksheet. For example, if you have a single
cell in the worksheet highlighted and you click the Filter icon, the
data will be filtered to only display data that matches the dimensions
and levels for that cell. If you have multiple cells highlighted you see
multiple data that matches the criteria for the highlighted cells. You
also see a drop-down menu where you can apply the criteria for the
currently selected cells to any available worksheet that is found in
the Worksheet Template folders. Once you apply a filter the option
Filter Reset becomes available to restore the original data display.
• Descriptions − This option enables descriptions instead of identifiers
for the display of entities.
• Statistics by Row − This option is enabled if the Statistics option for
the indicator has been activated. Also, the statistics rows option on
the Visible Defaults tab of the Template Properties window must be
enabled. When activated, clicking this icon provides statistics at the
right side of the worksheet for any of the four statistical categories
that have been activated. The four categories are sum, average,
minimum, and maximum. More information on statistics is provided
later in this chapter.
• Statistics by Column − As with the statistics by row option, when
activated on the indicator properties and the template properties, this
option provides statistics at the bottom of the worksheet for any of
the four statistical categories that have been activated. You must
click the drop-down arrow next to this icon and choose the statistical
group for which you would like to view the statistics.
• Warning Legend − Clicking this icon opens the Warnings Legend
window where you can reference the color of the warning to the
name of the warning.
• Warnings − The Warnings icon toggles on and off any warnings
that have been generated in the worksheet.
• Comments − Clicking this icon gives you the ability to add
comments to a field. With this icon on, you can add, change, or
delete any comments in any field in the worksheet. With this icon off
you cannot manipulate comments nor will you be able to see the
yellow indicator in the lower-right corner of a field indicating a
comment has been attached to the field.
• Linked Values − Clicking this icon loads any linked values that
have been defined in the New Product Introduction functionality.
Linked values have a gray background in the worksheet and they are
not editable. This New Product Introduction functionality will be
covered in more detail in the chapter on Statistical Forecasting.
• Forced Values − If this button is pressed, the user can force the
value of a formula indicator, instead of the value being computed.
The indicator should have Editable and Automatic properties
selected for this purpose.
• Locked Values − Clicking this icon allows you to lock the values of
a field in the worksheet. When a field is locked you see a red
indicator in the upper-left corner of the field. With the Locked
Values option turned off, you do not see the indicator.
• Auto Calculate − If a formula indicator is in manual mode selecting
this indicator automatically computes the value of the field given by
the formula.
• Save Column Size − You have the ability to adjust the column width
in the spreadsheet by left-clicking and dragging the column separator
that is in-between the columns at the top of the worksheet. You can
also adjust the column width by using the drop-down arrow next to
the icon. If you click this icon the worksheet saves the adjusted width
and open with that width the next time you open the worksheet.
• Zoom Feature − This feature lets you perform a mass change on the
size of the spreadsheet display.
Right-Click Options
You also have further options when you right-click on column headings, row
headings, and data fields within the spreadsheet.
Right-Clicking on Entire Worksheet
Right-clicking in the upper-left corner of the worksheet automatically highlights
all data fields in the worksheet and you have the following three options:
• Title − This option enables you to add a descriptive title to the title
bar of the worksheet.
• Reset Auto-Filter − This option restores the default automatic
filtering options.
• Worksheet Design − This option displays a menu with many of the
same options that are available through icons in the toolbar.
Right-Clicking on Column Headings
By right-clicking on a column heading you automatically highlight all fields in
that column and you have these options:
• Find − This option enables you to find entries quickly. You have the
option to search forward or backward.
• Sort First and Second Group − These two options enable you to sort
the data by first group or second group and by identifiers or
descriptions, either ascending or descending.
• Send To − This option enables you to send selected data to a
clipboard, graph, printer, or a new data grouping. You can send the
data to a graph by the current view, by entities, or by indicators. You
can send selected data to a statistical group for viewing statistics on
the selected group of data. Activating statistics is discussed later in
this chapter.
• Replace Entity Not Visible − This option relates to Custom Entities
and should be ignored.
Right-Clicking on the Indicator
By right-clicking on the third entity in the worksheet you have the following
options available:
• Auto-Filter − This option opens a window where you can select from
mathematical operators and enter a value to filter the data.
• Clear − The Clear option has two sub-options: Clear Indicator and
Clear Session. Clear Indicators clears all the data from the indicator
if the indicator is editable. The Clear Session option is not active in
this version of Demand Planner.
• Send To − This option enables you to send the indicator data to a
clipboard, graph, or a printer. You can send the data to a graph by the
current view, by entities, or by indicators.
• Default Row Height − This option sets the row height back to the
default height and is only active if the row height has been changed.
• The next section of the menu enables you to hide or show indicators
by checking or unchecking the indicators. If the indicator is the only
indicator displayed in the worksheet you can not be able to uncheck
it.
• The last section of the menu provides the option of reloading
measure indicators or recalculating formula indicators.
Right-Clicking on Data
Here is a list of options that you see when you right-click on a data field or fields
within the worksheet:
• The first three options are the standard Microsoft Windows options
of cut, copy, and paste.
• The next option, Details, is related to Custom Entities and should be
ignored.
• The Sort option enables you to sort by entities that are related to the
specific field or fields you click on. The entities listed vary based on
the type of information that is displayed in the field.
• The Send To option allows you to send the selected field or fields to
a clipboard, a graph, or a printer.
• There are seven more options that may appear on this menu,
depending on the options that have been activated on the Views and
Menus tab of the indicator Properties window. These options are
discussed in detail elsewhere in this manual.
Reporting and Printing Data
Options for reporting and printing data in Demand Planner are limited. There is
no built in reporting tool since it is meant to serve as a forecasting tool only.
Forecasts are meant to be generated in Demand Planner and then exported to the
ERP system where reporting can be done.
One possible option for reporting out of Demand Planner is to highlight data,
right-click on the data, and copy and paste the data into Microsoft Excel for
further manipulation.
The simplest solution to printing data is to highlight the data you wish to print
and use the RIGHT-CLICK→SEND TO→PRINTER option noted earlier in this chapter.
Printer options are located at FILE→PRINT SETUP on the menu bar.
Workspaces
Creating a New Workspace
Creating a new workspace can be done from a blank workspace or by modifying
an existing workspace and then saving the workspace with a new name. In either
case creating a new workspace is a matter of opening and adjusting worksheets to
your liking and then saving the workspace with a unique name.
Challenge Yourself
Create a new data bag called Berlin City Bikes that only uses data for city
bicycles sold in Berlin. For the time component of the data bag add all months.
Then edit the setup of the Cost Accounting worksheet to use this data bag. After
you have made the modification open the worksheet to verify the correct data is
displayed.
Challenge Yourself
1. Click the Data Bags icon to open the Filter Viewer to create the
new data bag.
2. Use the Queries folder in the Filter Viewer to select the appropriate
Buckets, Custom Entities, Markets, and Products to add to the new
data bag.
3 Open the properties of the Cost Analysis worksheet, click the Open
Defaults tab, find the appropriate path to the new data bag, and
select the new data bag.
4. Open the new worksheet to verify that only data for Berlin and city
bikes are displayed.
1.
2.
3.