3
Once you log on to RPAS, the Oracle Predictive Solutions window
appears.
Oracle Predictive Solutions
Window
Overview
The menu bar is displayed under the workbook title bar. To access
a particular command, left-click once on the menu label. A pull-down menu of
options that are specific to that section is displayed. The choices of the menu
are context-sensitive, meaning that the choices and their availability change
depending on your current selection or mode of work. When an item is
grayed-out, it is not available in your current selection or mode of work.
File Menu
When the File menu is selected, the File menu options
appear.
File Menu Options
Note: Save,
Commit, and Print options are added to the menu when a workbook is open. The
New File menu is discussed in detail in Appendix A – Using RPAS Menus and
Toolbars.
File - New
The New menu option allows you to create a new workbook. When you
select File – New, the New dialog box appears.
New Dialog Box
Note: File
– New gives the same results as the selecting the New button from
the toolbar
The New dialog box, shown below, is a generic example. The
tabs within this box are specific to the client configuration. There can be a
number of tabs.
See “The New Dialog Box” for a description of the tabs.
File - Open
The Open menu option allows you to open an existing
workbook. When you select File – Open, the Open dialog appears.
Open Dialog Box
This dialog box displays all of the workbooks that you are
allowed to open. This includes all workbooks that you have created and saved,
and not yet deleted. It also includes any workbooks that other users have saved
with World Access. To open a workbook, highlight the selection you want to
view, and click OK.
When you view the list of available workbooks, click on any
column header to sort the workbooks by that attribute. For example, click the Owner
column header to sort the workbooks alphabetically by owner.
Select List all workbooks option to display all workbooks
in the system. This includes those that you do not have write access to.
Listing those additional workbooks does not give you write access to them.
Note: File
– Open gives the same results as the Open button.
File - Delete
The Delete menu option allows you to delete existing
workbooks. When you select File – Delete, the Delete dialog
appears.
Delete Dialog Box
Note: File
– Delete gives the same results as the Delete button.
This dialog lists all of the workbooks that you are allowed to
delete. This includes all workbooks that you have created and saved, and not
yet deleted. It also includes any workbooks that other users have saved with
World Access. To delete a workbook, select the workbook you want to delete, and
click OK.
File - Rename...
RPAS allows you to rename a workbook without instead of having to
keep multiple versions of it as additional workbooks. When you rename a
workbook, its name will change, but its modification and creation date will
remain intact. Your MRU list will be updated to reflect the change in name, and
if the workbook you renamed had been saved with group or world access, the new
name will be reflected to other users on their next login.
To rename a workbook, select File - Rename... to
bring up the Rename dialog.
Rename Workbook Dialog
You can only rename workbooks that you have write access to, and
you can rename a workbook while it is open. Renaming a workbook is executed as
soon as you approve it in the renaming dialog. That is, if you open a workbook,
make some changes, rename the workbook, and then close the workbook without
saving it, you will loose your changes but the renaming will persist.
File - Commit Status
The Commit Status menu option allows you to see the status
of recent commit processes that used the Commit ASAP functionality. See
"File – Commit ASAP" in Appendix A – Using RPAS Menus and Toolbars.
When you select File – Commit Status, the Commit Status dialog
box appears.
Commit Status Dialog Box
This dialog is available whether or not you have a workbook open.
The dialog box shows the following information about each commit
request:
§ Workbook
Name
§ An
unsaved workbook committed with Commit ASAP is assigned a Workbook Name of
"untitled."
§ Template
Name
§ Submission
Time
§ Owner
§ Submitter
§ Status
§ Completion
Time
At the bottom of the Commit Status window, you can filter the
commit requests to view based on their status. To update the workbooks based on
your selected filter criteria, click Refresh.
Workbooks may display the following status:
§ Pending
– The commit is queued up to take place at some point in the future
§ Committing
– The workbook is currently being committed
§ Successful
– The commit succeeded
§ Failed
– The commit failed
Columns in the Commit Status dialog box can be selected and the
displayed data will be immediately sorted in ascending or descending order.
Data is refreshed and re-displayed when you click Refresh
. This is useful when:
§ You
have changed the filters.
§ You
need to watch for a commit that is pending.
§ You
need to see when committing completes.
RPAS retains and displays the details of the last 1000 successful
and unsuccessful commit ASAP process for the domain. Old details will
automatically be removed from this status report in a time period that depends
on the level of commit ASAP activity for the domain as a whole.
Note:
Commit Now and Commit Later actions will not
display in the Commit Status dialog box. There can only be one pending commit
ASAP in the queue for a given workbook/user/template name combination. If a
subsequent commit ASAP is issued before the first has executed, the first
commit ASAP is removed from the queue and will never get processed. The new
commit ASAP is placed at the end of the queue.
If any changes made subsequent to the last commit operation
need to be committed to the domain, then another commit operation is required.
File - Change Password
The Change Password menu option allows you to change your
password. See "Changing Your Password" in the Getting Started
section.
Note: RPAS can be
installed as a web-based application (see the RPAS Administration Guide for
more information). The Change Password menu option is disabled for
web-based users.
File - Logoff
The Logoff menu option allows you to logoff from the
system. If you have a workbook open, the Close Workbook dialog appears when you
select File – Logoff.
Close Workbook Dialog Box
If you do not have a workbook open, a message box appears when
you select File – Logoff.
Logoff Verification Dialog Box
This is one of two methods that you can use to log off of the
system.
When you select this option, you will be logged off, but the
Login Information dialog box is still displayed. This leaves the system ready
for another user to access.
If you have an unsaved workbook open at the time you select Logoff,
the Close Workbook dialog box appears. Select the required commit activity, and
select Save or Don't Save as required, or select Cancel to
cancel the Logoff request.
File - Exit
The Exit menu option allows you to logoff and exit from
the system. If you have a workbook open, the Close Workbook dialog appears when
you select File – Exit.
Close Workbook Dialog Box
If you do not have a workbook open, a message box appears when
you select File – Exit.
Logoff Verification Dialog Box
File – Exit is the second of two methods that you
can use to log off the system.
The Exit option logs you off of the application and exits
the system completely.
If you have an unsaved workbook open at the time you select Exit
the Close Workbook dialog box appears.
Select the required commit activity, and click on Save or Don't
Save as required, or select the Cancel button to cancel the Exit
request.
View Menu
When you click View, the View menu options appear:
View Menu Options
Note: Grid/Chart
toggle, Zoom, Alert, and Flow control options are added to the menu when a workbook
is open. This is discussed in detail in Appendix A ─ Using RPAS Menus and Toolbars.
The following topics provide brief descriptions of the View menu
options.
View – Alert Manager
The Alert Manager menu option displays the Alert Manager window,
or it hides it if it is already displayed. When you select View – Alert
Manager, the Alert Manager window appears (if it is not already visible).
Alert Manager Window
Note: See “Alert
Manager” under the heading “The New Dialog Box”.
View – Full Screen
The Full Screen menu option hides the status bar, the tool
bar, and the application title.
The window is maximized to fill the entire screen.
Click this option again to return the window to its original
size.
View – Status Bar
The Status Bar menu option displays or hides the status
bar at the bottom of the application window.
View – Toolbar
The Toolbar menu option displays or hides the toolbar at
the top of the application window.
Format Menu
When you click Format, the Format menu options appear.
Format Menu Options when No Workbooks Open
Note: Axis,
Measure, Grid, Exceptions, Types, Workbook and Format Save/Delete options are
added to the menu when a workbook is open. The new Format menu is discussed in
detail in Appendix A ─ Using RPAS Menus and Toolbars.
For more information and saving and deleting formatting, see
Saving and Deleting Formats.
Format – Application
Selecting Format – Application, displays the Format
Options dialog box.
Format Options Dialog Box – Application Tab
Selections made on the Application tab affect all worksheets in
the current workbook. The Application option on the Format menu is only
available in Grid view (not Chart view).
To change the view from Chart to Grid, click the Toggle button 
,
or select View – Grid.
The Format Options dialog box displays the following options and
functionality:
Color Options
Grid background color
This option sets the color for the area within a worksheet window
that lies beneath the grid display, column/row/slice axes, hierarchy tiles, and
scroll bars.
Deferred calculation color
This option sets the background color for cells in which a
deferred calculation is pending. The color chosen from this palette is only
displayed if the “Show Deferred Calculation Color” check box (described below)
is selected. The “Deferred Calculation Color” overrides the “Read/Write Color”
selection for a cell.
Read-only color
This option sets the color for read only worksheet cells.
Read/write color
This option sets the color for read/write worksheet cells.
Note: The Read/Write
Color option will be overridden if a workbook is open and the Shade
Colors By Dimension option on the Format – Axis tab is
selected. Dimension shading (if toggled on) overrides any read/write color
selection, but it does not override the read only color selection. If it
appears that your read/write color selection is not recognized by the system,
try toggling off the Shade Colors By Dimension option on the Format
– Axis tab.
Application Options
Show Elapsed Locks
When this box is unchecked, elapse positions will only be the
‘Read Only’ color. When the box is checked, elapse positions will be the ‘Read
Only’ color with the elapsed lock 
.
Show Button Text
This option toggles the display of toolbar button titles. If this
check box is selected, the toolbar buttons appear large and include the button
name/function. If this check box is cleared, the toolbar buttons appear small
and do not contain text.
Show Deferred Calculation Color
This option toggles the display of a distinctive background color
for cells in which a deferred calculation is pending. The color for such cells
is specified by using the Deferred Calculation Color option described above.
When the Show Deferred Calculation Color check box is selected, the selected color
is displayed whenever applicable.
Show Tab Control
For workbook templates that support process tab control, you have
the option of disabling the tab control display. Check this check box to turn
on the tab control bar. Remove the check box to turn off the display. When the
tab control bar is not displayed, the Previous and Next buttons are still
present on the application toolbar, which enables you to advance through the
workbook process flow.
Prompt for Deferred Calculations
There are some actions (such as opening another minimized
worksheet) that require that there are no cell edits that have not yet been
calculated. In such circumstances, this option allows you to enable or disable
the display of a warning dialog. When the Prompt for Deferred Calculations
box is selected, the Calculate Workbook dialog box appears which allows you to
cancel the action if necessary.
Calculate Working Dialog Box
For the above warning to be displayed, you must first edit a cell
in a worksheet (for instance, changing the administrative rights from Full
Access to Denied). Then certain actions (such as closing the
worksheet) will cause the warning to be displayed.
Note: If you
select the Don't show this message again option, the system
automatically defaults to Yes.
§ Click
Yes to retain and calculate the changes.
§ Click
No to discard the changes.
§ Click
Cancel to cancel the operation.
Collapse Positions by Default
When dimensions are expanded (showing parent-child
relationships), and you place a check in the “Collapse Positions by Default”
checkbox, these positions will collapse causing the child positions to get
rolled up into their parent positions. The following examples demonstrate the
difference in the way the positions are displayed based on the enablement of
this checkbox:
"Collapse Positions by Default" checkbox unchecked.
Parent-Child Positions Expanded
"Collapse Positions by Default" checkbox enabled.
Parent-Child Positions Rolled Up
Auto position query evaluation
RPAS supports the use of Position Queries to drive the positions
that are visible on a window. Those position queries are updated when certain
events occur, such as changing the ‘driver’ position in the Z-axis while the
view is opened. By enabling “Auto position query evaluation”, the visible
positions are updated when the associated Boolean measure is changed as the
result of a calculation. For performance reasons, this option is disabled by
default. A new position query button is displayed when there are position
queries on the Z-axis of the worksheet. If this button is disabled, the
position queries are up to date. If this button is enabled, which can only
happen if the auto evaluation option is off, the position queries need to be
updated by clicking the button.
Help Menu
When you click Help, the Help menu options appear.
Help Menu Options
The following paragraphs list brief descriptions of the Help menu
options.
Help – Contents
The Contents menu option displays the contents for the
Oracle Retail Predictive Solutions Help system.
Help – About
The About menu option displays information about the
application, which includes client version, server version, copyright, and
licensing information.
When you select File – New or click the New
button, the New dialog box appears. The tabs displayed within dialog box are
specific to the client configuration. There can be a number of tabs. The
various workbooks are accessed from these tabs.
New Dialog Box
Administration Tab
See the Oracle Retail Predictive Application Server
Administration Guide for the workbooks that can be accessed from this tab.
Analysis Tab
Measure Analysis Workbook
The Measure Analysis workbook allows the user to view data
associated with any stored measure in the Oracle Retail Predictive Solutions
applications, such as actual sales data for specified product/location/calendar
combinations. The user may also use the Measure Analysis workbook to edit
values for writable measures..
Although a common use of the Measure Analysis workbook is to view
actual sales data, the workbook is not restricted to presenting sales data
alone. The user can view any data loaded into the Oracle Retail Predictive
Solutions master database, such as selling prices, shipments, and orders. The
Measure Analysis Wizard provides a list of all stored measures that have an
“Insertable” measure property set to true (see the Oracle Retail Predictive
Application Server Configuration Tools User Guide for more
information on measure properties). The user simply chooses the measures to be
displayed in the new workbook.
Note: You cannot
save formats in the Measure Analysis workbook.
Navigate: From the
File menu, select New. The New dialog box appears.
1.
Select the Analysis tab in the New
dialog box.
New Dialog Box – Analysis Tab
2.
Select Measure Analysis, and click OK.
The Measure Analysis Wizard opens.
Measure Analysis Wizard - Select Measures Screen
3.
Select the measures to be included in the
workbook and click Next. Use Ctrl+Click and/or Shift+Click
to select multiple measures. The Available Calendar Positions (dates) screen
appears.
Measure Analysis Wizard – Available Calendar Positions
(Dates) Screen
4.
Select the available positions (locations)
to be included in the workbook, and click Next. The Available Product
Positions (products) screen appears.
Measure Analysis Wizard – Available Product Positions
(products) Screen
5.
Select the available positions (products) to
be included in the workbook, and click Finish.
6.
Select the available positions (dates or
range of dates) to be included in the workbook and click Next. The
Available Location Positions (locations) screen appears.
Measure Analysis Wizard – Available Location Positions
(Locations) Screen
Note: The
following wizard pages are determined based on the base intersections of the
measures selected in the Select Measures Screen. The user will be
presented with a hierarchy position selection wizard for each unique hierarchy
represented by the measures selected. For example, the Beginning of Period
Average Unit Retail measure has a base intersection that is defined with the
Location, Product, and Calendar hierarchies. The preceding is an example of the
wizard pages the user will see based on this measure.
7.
The Measure Analysis Workbook is built. Edit
the writable cells for the measures that you selected as necessary. Commit
capability will be enable for administrative users.
Example of Measure Analysis Worksheet
8.
Select Close from the File menu to
close the workbook. The Calculate Workbook dialog box appears.
Calculate Workbook Dialog Box
9.
Click Yes. The Close Workbook dialog
box appears.
Close Workbook Dialog Box
10.
Select Commit Now, and click Save
if the workbook is to be saved. The Save As dialog box appears.
Save As Dialog Box
11.
Enter the name your workbook in the
Workbooks field, and click OK. A message box appears to inform you that
the data updates were successfully committed.
Commit Verification Dialog Box
12.
Click OK.
Worksheets have several common features. The measure labels,
workbook titles, and specific data values contained in the figure below are
provided as examples and will probably differ from your organization’s
hierarchical structure, terminology, and quantitative information.
Classic Client Window Example
Workbook Title Bar (A)
The Workbook Title Bar is displayed at the top of the screen
along with the domain (appears in brackets) that you are logged on to. The
domain specifies the type of products and locations that you are currently
viewing.
Menu Bar (B)
The menu bar is displayed under the worksheet title bar. To
access a particular command, left-click once on the menu label. A pull-down
menu of options that are specific to that section is displayed. The choices of
the menu are context-sensitive, meaning that the choices and their availability
change depending on your current selection or mode of work. When an item is
grayed-out, it is not available in your current selection or mode of work.
Toolbar (C)
The RPAS toolbar contains iconic buttons (having the character of
an icon) that give you direct access to many common commands and actions. To
see the function of a particular toolbar button, move your cursor to a position
above it. A caption describing the button’s function will appear in the status
bar at the bottom of the screen.
Worksheet Title Bar (D)
The title of the current worksheet is displayed here.
Flow Control Worksheet Tabs (E)
There is a row of flow control worksheet tabs located near the
top of the application window and beneath the toolbar. Each tab represents a
distinct step in the business process that has been configured for your
solution, and the tabs will usually be ordered in a logical progression of
necessary steps. Each tab (or step) is associated with one or more separate
worksheets. Click on a flow control tab to access the worksheet(s) that Toolbar
are relevant to that step in the planning process.
When building a new workbook, the worksheet associated with each
flow control tab may initially be minimized. When a worksheet is minimized, an
icon representing that worksheet is displayed near the bottom of the screen.
Double-click the icon to expand the worksheet to full view.
Display Worksheets from Different Flow Control Process Steps
When you click a specific tab in the flow control, only those
worksheets associated with that process step are automatically available for
view. If you want to simultaneously view two or more worksheets that are
associated with different flow control tabs, you must display the relevant
worksheet for one business step, and then use the Unhide option on the Window
menu to display any of the workbook’s other worksheets (even those related to
other flow control steps). The system treats all worksheets that are not
associated with the currently selected flow control step as if they are hidden.
Therefore, any worksheet is available for view in a non-standard flow control
step when you select that worksheet from the list provided on the Unhide
dialog.
The status bar at the bottom of the worksheet window displays
logon/logoff notifications, warnings, and other system messages. If a pull-down
menu is currently expanded and the cursor is placed over any of that menu’s
available command options, the status bar will display a brief description of
that menu option’s function.
Hierarchies are the structures used by an organization to
describe the relationships that exist between the many dimensions. Typically,
any dimension will belong to one of the following four hierarchies displayed
below.
Hierarchy Tiles
There may be others, but these are the most common. These
hierarchies are represented on the worksheet by hierarchy tiles that represent
each hierarchy.
Hierarchy tile positions designate the worksheet axis where a
particular hierarchy’s information is displayed. To change the orientation of
data in a worksheet, drag and drop the hierarchy tiles to reposition them. The
hierarchy tiles that you will see in Oracle Retail Predictive Solutions
include:
Hierarchy tiles can reside in the Row Display Area, the Column
Display Area, or the Slice Display Area.
The location of a hierarchy tile determines how the tile’s
associated data is displayed. Data that is presented on the screen can be
viewed in any format when you reposition the hierarchy tiles on the worksheet
screen.
A row display area, which is located at the bottom left corner of
the worksheet, is one of three portions of the worksheet that contain the
hierarchy tiles. Positions in hierarchies with tiles in this location become
the headers for rows of data, with all the data in a row being for a single
position. The headings for these rows appear on the left side of the worksheet
along the row axis.
The column display area is located at the top right corner of the
worksheet. Positions in hierarchies with tiles in this location become the
headers for columns of data, with all the data in a column being for a single
position. The headings for these columns appear across the top of the worksheet
along the column axis.
The slice display area is located at the top left corner of a worksheet.
Moving a hierarchy tile to this location controls which hierarchies are
displayed in the slice axis. Where one or more hierarchy tiles are in the slice
display area, all the worksheet data is for just a single position in those
hierarchies, with the current position (the ‘context’) shown in the
navigational controls. The worksheet can be considered to be a single ‘page’ of
data, with one page being available for all the combinations of positions in
the hierarchies in the slice display area.
The row axis of the worksheet displays the contents and
dimensions of the hierarchy tiles that are currently in the row display area.
Data for these dimensions are presented in rows, and the labels for each row
position appear down the left side of the worksheet.
The column axis of the worksheet displays the contents and
dimensions of the hierarchy tiles that are currently in the column display
area. Data for these dimensions are presented in columns, and the labels for
each column position appear across the top of the worksheet.
Slice Axis and Scroll Bar
The slice axis, which runs perpendicular to the plane of the
computer screen, is necessary for the system to present multidimensional data
on your two-dimensional monitor. A slice is like a page in a book. A separate
page (or slice) exists for each element of the dimension represented by the
hierarchy tile residing in the slice display area.
The slice scroll bar works as a page-turner and is available when
there is a hierarchy tile positioned in the slice display area. Click the right
double triangles to page forward through data, and click the left double arrows
to page back. The left line-arrow button moves you to the first page of data,
and the right arrow-line button moves you to the last page of data.
Vertical Scroll Bar
The standard vertical scroll bar is used to navigate within the
grid portion of the worksheet window. This scroll bar allows you to scroll up
and down through the displayed data.
The thumbtack (sliding control on the scrollbar) shows the
viewing position on the screen relative to the full body of data.
Perform the following functions on the vertical scroll bar:
§ Click
the thumbtack to press it. A pop-up caption displays the number of items along
that axis and the item number that you are currently viewing.
§ Click
the thumbtack and hold the mouse button down. Drag the thumbtack rapidly to any
location on the scroll bar. Release the mouse button to release the thumbtack.
§ Click
anywhere on the vertical scroll bar above the thumbtack to move up one page of
data at a time.
§ Click
anywhere on the vertical scroll bar below the thumbtack to move down one page
of data at a time.
Horizontal Scroll Bar
The standard horizontal scroll bar is used to navigate within the
grid portion of the worksheet window. This scroll bar allows you to scroll left
and right through the displayed data.
The thumbtack (sliding control on the scrollbar) shows the
viewing position on the screen relative to the full body of data.
Perform the following functions on the horizontal scroll bar:
§ Click
the thumbtack to press it. A pop-up caption displays the number of items along
that axis and the number that you are currently viewing.
§ Click
the thumbtack and hold the mouse button down. Rapidly drag the thumbtack to any
location on the scroll bar. Release the mouse button to release the thumbtack.
§ Click
anywhere on the horizontal scroll bar to the left of the thumbtack to move one
page of data to the left.
§ Click
anywhere on the horizontal scroll bar to the right of the thumbtack to move one
page of data to the right.
Creating a New Workbook
Navigate: From the
File menu, select New.
1.
Click the tab containing the workbook
template group for the template you wish to select.
2.
Click on the workbook template for the
workbook type you wish to build.
3.
Click OK.
4.
Follow the wizard instructions to create the
workbook.
Opening a Workbook
Navigate: From the
File menu, select Open. Select the workbook to open, and
click OK.
Note: You are only
allowed to open the following workbooks:
§ Those
workbooks that you have created and saved.
§ Those
workbooks created by other users and saved with World access or Group access
for your group.
Note: If the
workbook DimRegistry version is different from the domain DimRegistry version,
a warning message appears.
For more information about the DimRegistry, see the
"Reindexing Domains" section of the Oracle Retail Predictive
Application Server Administration Guide for the Classic Client.
Closing a Workbook
Navigate: From the
File menu, select Close.
If changes were made to the workbook, select a button to save,
commit, or ignore (discard) the changes.
Saving a Workbook
Navigate: From the
File menu, select Save.
1.
If the Save As dialog box displays, type a
name for the new workbook in the Workbook Name field and select an access level
for the workbook (User, Group, or World).
2.
Click OK.
Note: Saving a
workbook does not commit your changes to the master database.
Save a Workbook under a New Name
Navigate: From the
File menu, select Save As.
1.
Type a new name for the workbook under Workbook
Name.
2.
Select an access level for the workbook (User,
Group, or World), and click OK.
Revert to the Last Saved Version of a Workbook
This procedure returns you to the most recently saved version of
the workbook, discarding all changes made since the last save.
Navigate: From the
Edit menu, select Revert. Click OK.
Note: The Revert
option is only enabled if the current workbook was already saved under a
specified name, and if changes were made to the data since the last save.
Deleting a Workbook
Navigate: From the
File menu, select Delete.
1.
Select the workbook or workbooks to delete.
Note: Deleted
workbooks are permanently removed from the system.
2.
Click OK.
3.
Click OK again to confirm the
deletion.
Renaming a Workbook
Navigate: From the
File menu, select Rename....
1.
On the Rename dialog, select the
workbook you wish to rename.
2.
In the "Workbooks:" field, type
the new name.
3.
Click OK.
4.
Click OK again to confirm the
deletion.
For information about saving and deleting formats, see Saving and
Deleting Formatting.
Copy the Active Window and Worksheet (create a duplicate)
Navigate: From the
Window menu, select New Window. The New Window dialog box appears.
New Window Dialog
1.
In the New Window dialog box, type a label
for the new window.
2.
Click OK.
Rename the Active Window
Navigate: From the
Window menu, select Rename Window. The Rename Window dialog is
displayed.
Rename Window Dialog Box
1.
In the Rename Window dialog box, type a new
label for the window.
2.
Click OK.
Delete the Active Copy of a Window and Worksheet
Navigate: From the
Window menu, select Delete Window.
Note: This menu
item is only enabled when the workbook contains multiple windows of the same
type. If the active window was supplied by the configuration, you will not be
able to delete it.
Hide an Active Window
Navigate: From the
Window menu, select Hide.
Note: A hidden
window does not appear on the Windows List part of the Window menu, or as an
icon. Use the Window – Unhide option to unhide a hidden window.
Show (Unhide) a Hidden Window
Navigate: From the
Window menu, select Unhide.
1.
On the Unhide dialog box, select the window
you want to unhide.
2.
Click OK.
Cascade Windows
Navigate: From the
Window menu, select Cascade.
All unhidden windows are arranged so that all worksheet titles
are visible, but only the active window (window on top) can be viewed
completely.
Tile Windows Horizontally
Navigate: From the
Window menu, select Tile Horizontal.
All windows that are not minimized are arranged in a stack that
stretches from the top of the screen to the bottom. This display method is
useful when you want to compare two or more windows by viewing them
simultaneously.
Tile Windows Vertically
Navigate: From the
Window menu, select Tile Vertical.
All unhidden windows are arranged from left to right across the
full screen. This display method is useful when you want to compare two or more
windows by viewing them side by side.
Minimize an Active Window
On the active window, click the Minimize button 
in the upper right corner.
Display a Minimized Window
On the minimized window icon at the bottom of the display, either
click the Maximize button or double-click the window icon.
Print a Worksheet
Navigate: From the
File menu, select Print. The Print dialog appears.
Print Dialog Box
1.
On the Print dialog box:
a. Select
a printer to use (Name).
b. A
range of workbook pages or slices to print (Print range).
c. The
number of copies (Copies).
Note: By first
viewing your worksheet in Print Preview mode, you can determine the page
numbers where particular worksheet data is displayed.
2.
Click OK.
Preview a Printed Worksheet
Navigate: From the
File menu, select Print Preview.
1.
Perform any of the following procedures:
§ To
page forward or backward through the document, click Next Page or Previous
Page. You can also use the scroll bar at the right of the screen to scroll
through the worksheet.
§ To
change the magnification of the document, click Zoom In or Zoom Out.
§ To
modify the page setup (for instance, page orientation, scaling, margins,
headers/footers, page numbering scheme, or page breaks), click Page Setup.
§ To
display the Print dialog box and print a copy of the document, click Print.
2.
Click Close.
Print Multiple Worksheets
Navigate: From the
File menu, select Print Multiple. The Print Multiple dialog appears.
Print Multiple Dialog Box
1.
Use Ctrl+Click to select multiple
worksheets from the list provided.
2.
Select Display print dialog before each
window to have the Print Options dialog displayed individually before each
worksheet is printed. This feature allows you to specify different printing
options for individual worksheets in the print queue. De-select this option if
the same printing options apply to all selected worksheets in the queue.
3.
Click OK to submit your selections to
the print queue.
4.
Make your print option selections on the
Print Options dialog. Selections made here will apply to all printed worksheets
if the Display print dialog before each window option is unchecked. If
the option is checked, this dialog will appear before each worksheet is
printed.
5.
Click OK.
Format and Enhance Print Output
There are several tools that you can use to enhance the output
and the appearance of your printed worksheets. You can use these tools to
generate custom reports from worksheets.
Select Page Setup from the File menu to display printing
options. Page Setup options always override any settings in the Windows Print
Setup dialog box, and they only apply to the current document (worksheet or
chart).
Change the Page Orientation
Print settings are unique to each window. Print settings are
saved to the formatting database.
Note: To change
page setup settings, you must display the data in Grid view (not Chart view).
Navigate: From the
File menu, select Page Setup. The Page Setup dialog appears.
Page Setup Dialog Box – Page Tab
1.
On the Page tab, select the appropriate page
orientation option, Portrait or Landscape.
2.
Click OK.
Scale the Size of Printed Output
Note: To change page setup settings, you must display
the data in Grid view (not Chart view).
Navigate: From the File menu, select Page Setup.
1.
In the Scaling portion of the Page tab,
perform either one of the following procedures:
§ Click
the Adjust To option and enter a numeric value between 10 and 400. This
is to specify an exact size for the printed output, which is a percentage of
normal size.
§ Select
the Fit To option to specify exact page parameters for the printed
output. The system will automatically expand or condense the view so that the
current slice fills the designated number of pages (height x width).
Note: You can
leave one parameter blank (either height or width) to have the system fill
pages along that dimension.
2.
Click OK.
Set Page Margins for Printed Documents
Note: To change
page setup settings, you must display the data in Grid view (not Chart view).
Navigate: From the
File menu, select Page Setup.
1.
Select the Margins tab.
2.
Enter the desired values (in inches) for the
top, bottom, left, and right margins.
Note: The
combination of top and bottom margins must leave at least three inches of
printable space per page.
3.
View the results of your selections in the
Preview window.
4.
Click OK.
Create Customized Headers and Footers
Note: To change
page setup settings, you must display the data in Grid view (not Chart view).
Navigate: From the
File menu, select Page Setup.
1.
Select the Header/Footer tab.
2.
Click the Custom Header or Custom Footer
button.
3.
Make changes to the left section, center
section, and right section of the header or footer by manually entering the
text, or by selecting the following formatting buttons above the text window.
§ Font
– Opens the Font dialog where you specify the font, style, size, and script
type for your header and footer text. Select the header/footer text to be
formatted, and click the Font button. On the Font dialog, make the appropriate
selections. Click OK to apply the changes.
§ Date
– Inserts a field marker code that prints the current date at the cursor
position. This date is automatically updated each time you print the document.
To insert a Sspecific (unchanging) date, enter the date manually.
§ Time
– Inserts a field marker code that prints the current time at the cursor
position. The time is automatically updated each time you print the document.
To insert a specific (unchanging) time, enter the time manually.
§ Page
– Inserts a field marker code that prints the page number on each page of your
document.
§ Page
Of – Inserts a field marker code that prints the current page number and
the total number of pages in the document at the cursor position. For example,
2 of 14.
§ Workbook
– Inserts a field marker code that prints the current workbook title at the
cursor position.
§ Sheet
– Inserts a field marker code that prints the title of the current worksheet at
the cursor position.
§ View
– Inserts a field marker code that prints an actual worksheet view at the
cursor position. Click this button to produce the Select Window dialog, which
allows you to select the worksheet window to insert. The inserted window cannot
be the same main worksheet for which you are specifying setup options. By
adjusting page margins and scaling, you can use this functionality to
effectively print several worksheet views on a single page. Do this by inserting
smaller windows into your header and footer.
4.
Click the Save button to save this
combination of header and footer options under a specified name.
5.
Click OK to return to the
Header/Footer dialog box to preview your work.
6.
Click OK to close the Page Setup dialog.
Display Horizontal and Vertical Grid Lines on Printed Output
Note: To change
page setup settings, you must display the data in Grid view (not Chart view).
Navigate: From the
File menu, select Page Setup.
1.
Select the Sheet tab in the Page
Setup window.
Page Setup Dialog Box – Margin Tab
2.
In the Print section, make the appropriate
selections as necessary:
§ Select
the Print Horizontal Grid Lines option to show horizontal grid lines.
§ Select
the Print Vertical Grid Lines option to show vertical grid lines.
3.
Click OK.
Turn On/Off the Display of Hierarchy Tiles in Printed Output
Note: To change
page setup settings, display the data in Grid view (not Chart view).
Navigate: From the
File menu, select Page Setup.
1.
Select the Sheet tab.
2.
Select Print Hierarchy Tiles to turn
on the display of hierarchy tiles in your output. De-select this option to turn
off the display.
3.
Click OK.
Display Row and Column Labels on Printed Output
Note: To change
page setup settings, display the data in Grid view (not Chart view).
Navigate: From the
File menu, select Page Setup.
1.
Select the Sheet tab.
2.
In the Display Pages section, choose
one of the following options:
§ Select
All Pages to select row and column header labels to appear across the
top and left side of every printed page.
§ Select
Top & Left Pages to select row and column header labels to appear
across the topmost and leftmost pages only. This is how they will appear on the
terminal display.
3.
Click OK.
Set the Page-Numbering Order
Note: To change
page setup settings, display the data in Grid view (not Chart view).
Navigate: From the
File menu, select Page Setup.
1.
Select the Sheet tab.
2.
In the Page Order section, choose one
of the following options:
§ Select
Over, Then Down to select page numbering across sequential rows from
left to right (starting in the upper left of the document).
§ Select
Down, Then Over to select page numbering down sequential columns from
top to bottom (starting in the upper left of the document).
3.
Click OK.
Specify Page Breaks for Printed Output
To change page setup settings, you must display the data in Grid
view (not Chart view).
Specify Page Breaks after Each Position in a Selected Dimension
You can specify that page breaks should occur in your printed
output after every position in a given dimension. This ensures that you have a
separate page of output for each month of data or a separate page for each
subclass in the Product hierarchy.
Navigate: From the
File menu, select Page Setup.
1.
Select the Page Breaks tab in the
Page Setup window.
Page Setup Dialog Box – Page Breaks Tab
2.
In the Hierarchy Breaks section of
the dialog, locate the hierarchy (for instance, Product or Calendar) for which
you want to set page breaks.
3.
In the Break By list that corresponds
to that hierarchy, select the dimensional level where you want to set page
breaks. For example, select Month to force a page break after every
month-level position. Each month of data will appear on a separate printed
page.
4.
Click OK.
Specify Page Breaks after Groups of Positions in a Selected Dimension
You can control the dimensional level where position groupings
are made within each hierarchy. When you do this, hard page breaks will only
occur at the end of complete positions within that dimension. A hard page break
might not occur after every position (more than one full position may fit on a
page), but only complete positions will appear together on the same page.
For example, January data and February data may appear on one
page, and March and April may appear on another page. Forced page breaks will
not occur until there is insufficient room on a page to print the next full
month-level position.
Navigate: From the
File menu, select Page Setup.
1.
Select the Page Breaks tab.
2.
In the Hierarchy Breaks section of
the dialog, locate the hierarchy (for instance, Product or Calendar) for which
you want to establish a position grouping level.
3.
In the Group By list that corresponds
to that hierarchy, select the dimensional level where you want to group
positions. For example, select Month to force a page break after the
maximum number of completed month positions have been fit onto a printed page.
4.
Click OK.
Specify Page Breaks in the Measure Hierarchy
The Measure hierarchy is treated separately from the other
hierarchies, such as Calendar and Product since there is typically not a
dimension level to specify when selecting page break options for measures.
Follow these steps to specify page breaks in the Measure hierarchy:
Navigate:
From the File menu, select Page Setup.
1.
Select the Page Breaks tab.
2.
Click one of the following options in the Measure
Breaks section of the dialog box:
§ None
– There are no hard page breaks inserted in the printed output. This is the
most economical option, because the maximum number of measures is fit onto each
printed page.
§ Group
Measures – This option inserts hard page breaks to be inserted whenever the
maximum number of complete groups of measures has fit on a page.
§ Break
Measures – This option inserts hard page breaks after every measure. Each
measure will appear on a separate page of printed output.
3.
Click OK.
The Commit process merges your local database with the master
database. Therefore, your data is transferred to the master so all system users
have access to the same data. There are two methods of committing data to the
master – Commit Now and Commit Later.
Commit Now immediately merges your workbook changes with the
master database. When you select Commit Now, all other system users are
temporarily locked out of the database during the commit process. The commit
process requires that the master data file be overwritten, so no other users
can build new workbooks or perform functions that require retrieval of data
from the master file during this period. Whenever possible, you should select
Commit Later to have your changes committed as part of an overnight batch
process (when system use is minimal).
Commit a Workbook to the Master Database Immediately
Navigate:
From the File menu, select Commit Now. Click OK.
Commit a Workbook to the Master Database Later
Navigate:
From the File menu, select Commit Later. Click OK.
Note: A
checkmark beside the Commit Later option on the File menu indicates that the
workbook was flagged to be committed during the next batch process. To remove
the workbook from the commit queue, select the Commit Later option
again.
Select and Manipulate Cells in a Grid
Cells or groups of cells must be selected in the grid before
certain operations can be performed on them. Operations, such as cutting and
copying data, filling or clearing data cells, and displaying data in chart form
are typically performed on a subset of worksheet cells that you must select
before invoking the menu command.
There are several ways to select cells in the grid. Generally,
you should make your selections in the worksheet axes (where the column and row
headers appear) and not in the cells themselves.
Select a Single Cell
Click the column header that corresponds to the cell, and then
click the corresponding row label.
Select all Cells in a Row
Click the row header for that group of cells.
Select all Cells in a Column
Click on the column header for that group of cells.
Select a Group of Continuous Cells in the Same Row
1.
Click on the row header that corresponds to
that group of cells.
2.
Click on the column header for the first
item in the group.
3.
Hold down the Shift key, and click
the column header that corresponds to the last item in the group.
Select a Group of Continuous Cells in the Same Column
1.
Click the column header that corresponds to
that group of cells.
2.
Click the row header for the first item in
the group.
3.
Hold down the Shift key, and click
the row header that corresponds to the last item in the group.
Select a Group of Non-Continuous Cells
1.
Click the column header that corresponds to
the first item in the group.
2.
Hold down the Ctrl key, and click
each column header that corresponds to a group item.
3.
Click the row header that corresponds to the
first item in the group.
4.
Hold down the Ctrl key, and click
each row header that corresponds to a group item.
Select a Block of Contiguous Cells
1.
Click the top-most, left-most cell in the
block you want to select.
2.
Hold down the mouse button and drag the
cursor to the bottom-most, right-most cell in the block that you want to
select. As you drag the mouse, note that the column header and row header
positions are automatically selected according to your actions.
3.
Release the mouse button.
4.
Click the row or column header to mark or
unmark the last axis position selected.
5.
Press the spacebar to toggle the last axis
position selection on and off.
Navigating within a Cell
Press the F2 key to toggle the inter-cell navigation mode.
While in this mode, the arrow keys will move the cursor around within the cell
instead of navigating to the adjacent cell. Also, the ENTER key will
insert a linefeed instead of completing the cell edit.
Enter Line-Feeds
Press the ALT+ENTER key combination simultaneously to
enter line-feeds. Line-feeds can also be entered by pressing the ENTER
key while in F2 mode.
Popup Cell Edit Window
Double-clicking within a cell will open a larger edit window that
allows the user to view more of the cell contents. This is useful when editing
cells that contain long or multi-line strings.
Word Wrap
A word wrap feature is available in cells. Word wrapping is when a
line of text automatically "wraps" to the next line when it gets to
the end of a text field.
Enter or Change Values in a Cell
The following are descriptions of actions you can take to change
individual values in a grid.
Change Cell Size
1.
Place the cursor on the cell border (either
vertical line or horizontal line).
2.
Click and drag the borderline until the cell
size is the desired width (or height).
Default String Measures Limit
The default limit of string measures is 4000 characters. The
limit can be adjusted by changing the value in the upper range measure
property.
Numbers
Enter or overwrite a numeric value.
Alphanumeric Values or Plain Text
Enter or overwrite an alphanumeric value.
Drop-Down List Items
Select the desired option from the drop-down list. Click on the
arrow button and select an item from the drop-down list.
Date and Time Items
Select the desired date and time. (Some measures may be
configured to have only the date. You can only set the time when the date
measure is formatted to display time.) Click the arrow button to display the
calendar, click on year/month/day/time to edit the value. Left and right arrow
keys on the calendar can be used to change the month. The new control has a
checkbox to indicate if it is NA or not. You cannot enter dates or times
outside of the lower and upper bounds for the measure.
Check Box (Toggle) Items
Click the check box to change the status of the item (yes or no,
on or off).
Math Operations
To increment the value in a cell using a mathematical formula,
type in the following:
§ To
add – ‘+ [desired value to add]’
§ To
subtract – ‘+- [desired value to subtract]’
§ To
multiply – ‘* [desired value to multiply by]’
§ To
divide – ‘/ [desired value to divide by]’
§ To
apply a percentage – ‘* [desired percentage increment]’ (For example, to
increase a value by one-half, enter * 1.5.)
Modify Data with Cell Formulas
Cell formulas allow you to modify the value of a data cell in the
grid by applying an operator (+, -, *, or /) to that value. With this
functionality, you can make changes to data values without having to manually
calculate the result. To perform this function, click in the data cell and type
the operator that you want to add, subtract, multiply, or divide by.
For example, suppose that a particular data cell contains the value
10.
§ Add
– If you enter +10 in the cell, the value becomes 20.
§ Subtract
– If you enter + –10 in the cell, the value becomes 0.
§ Multiply
– If you enter *10 in the cell, the value becomes 100.
§ Divide
– If you enter /10 in the cell, the value becomes 1.
§ Percentages
– If you want to increase the value of a cell by 10%, multiply the value by 1.1
(enter *1.1)
There are many applications of cell formulas when modifying data.
Cell formulas can only be applied to one cell at a time, but changes made to
aggregate level cells will be spread down to lower-level cells along hierarchy
lines. Similarly, any changes made to lower level cells will be reflected in
the aggregates of that data.
Clear and Fill Cells in a Worksheet
Use the following procedures to clear data from worksheet cells
and to quickly populate the cells of a worksheet.
Clear Data from Cells
1.
Select the data cells that you want to
clear.
Note: If you do
not select any data cells before you choose Clear Contents, in the next step,
the system will clear the data cells for every writable measure in the
currently-displayed slice. If you select certain cells; however, only those
cells will be cleared.
2.
From the Edit menu, select Clear Contents.
Note: You can only
clear contents from one dimensional level at a time. If you are viewing data in
Outline mode, the Clear Contents dialog requires you to specify the dimension
that you want cleared.
3.
Click OK.
Fill (Populate) the Cells of a Worksheet
Use this procedure to quickly populate cells in a worksheet with
a single value. This command only fills cells in one measure at a time.
Note: The fill
feature cannot be used for hyper-dynamic picklists because the list of
available selections may vary from cell to cell.
1.
Select the cells in the grid to be filled.
Note: If you do
not select any data cells before using the Fill command, in the next step, the
system will fill the cells for an entire measure. If you select certain data
cells, only those selected cells will be filled.
2.
From the Edit menu, select Fill.
3.
Select the measure to be filled from the
Measure list.
4.
Specify a fill value in the Fill Value
field.
5.
If you are filling data at a level other
than base level, select a Spread Method (Replicate, Even, Proportional,
or Delta).
6.
If you are viewing data in Outline mode, the
bottom portion of the Fill dialog requires you to specify the dimensional level
at which to fill data. The system can only fill data for cells in one dimension
at a time.
7.
Click OK.
Cut and Copy the Data in Worksheet Cells
Cut the Contents of Worksheet Cells
Use this procedure to copy selected data to the application
clipboard and to clear that data from the worksheet cells. Only data from
writable measures can be cut. This procedure cuts data at the current
hierarchical level, which is the lowest level that data is selected in the
grid.
1.
Select all data cells in the grid that you
want to cut. If you do not select any data cells before using the Cut command,
an error message will appear.
Cell Cut Error Message
2.
If you select specific data cells, only the
data for those cells will be cut.
3.
From the Edit menu, select Cut, or
click the Cut button on the application toolbar.
Copy the Contents in Worksheet Cells
Use this procedure to copy selected data to the application
clipboard. Unlike the Cut function, the Copy function does not clear the data
from the worksheet cells. This procedure copies data at the current
hierarchical level, which is the lowest level that data is selected in the
grid.
Note: Any
cells affected by deferred calculations must be either calculated or discarded
by the user before the cells can be copied to the clipboard.
1.
Select all data cells in the grid that you
want to copy. If you do not select any data cells before using the Copy
command, the dialog (above) is displayed. If you select specific data cells,
only the data for those cells will be copied.
2.
From the Edit menu, select Copy, or
click the Copy button on the application toolbar.
Note:
The copy and paste operation for aggregated measures with ambiguous (ambig)
measure types is not supported. However, copy at base works for ambig measures
at aggregated levels.
Note:
When copying date measures, RPAS copies both the date and time, using the
operating system’s local time. The date and time are formatted as a string. The
time is recorded regardless of whether the measure’s style has been configured
to display the time. This is done so that date measures always have a time
value. When a date is pasted, it is assumed to be in the operations system’s
locale format. When date-only data is pasted to a cell, the cell’s time is set
to 12:00:00AM. Time-only data cannot be pasted.
Paste Copied Data into Cells
Use this procedure to paste data into measures. This procedure
can only be performed if data has been placed on the application clipboard
using a cut or copy function. Data can only be pasted into writable measures.
Cut or Copy Data to Paste into Other Cells
1.
Select the data cells where you want the
data pasted into. Only those selected cells will be overwritten with the pasted
data.
2.
From the Edit menu, select Paste, or
click the Paste button on the application toolbar.
Cut, Copy, and Paste Base-Level Data
You can cut, copy, and paste data at the base level in your
worksheet while viewing it at any aggregate level. Cutting, copying, and
pasting in this manner allows you to quickly make base level changes by
manipulating data at an aggregate level.
You choose whether or not to perform operations on base level
data by manipulating the appropriate check box that appears on the Cut
Special, Copy Special, and Paste Special dialog boxes.
Cut Base-Level Data
The cut data at base level feature allows you to view data at an
aggregate level in your worksheet while cutting that same data at its base
dimensional level, which is not currently displayed.
When you select the Cut Special function at an aggregate level,
and you select the Cut Data at Base Level check box (on the Cut
Special dialog), all base level data applicable to your selected aggregate
data will be cut and copied to the application clipboard. Even though the Cut
function is performed at the base dimensional level, it seems that the
aggregate level data has been cut. This is due to the process of data roll-up.
To use the cut data at base level functionality, the base
dimensional level for a given hierarchy cannot be displayed in your worksheet
if you are in block view.
1.
Select the aggregate level data to be cut.
Only data from writable measures can be cut.
Note: If your grid
data contains any measures that are read-only, the system will be unable to cut
data for the entire worksheet. In this case, a message will inform you that the
cut request could not be completed.
2.
From the Edit menu, select Cut Special.
3.
Select the Cut Data at Base Level
check box. Selecting the base level cut option causes all base level data
applicable to your aggregate selection to be cut and copied to the application
clipboard.
4.
Click OK.
Copy Base-Level Data
The copy data at base level feature allows you to view data at an
aggregate level in your worksheet while copying that same data at its base
dimensional level, which is not currently displayed.
When you select the Copy Special function at an aggregate level,
and you check the Copy Data at Base Level checkbox (on the Copy
Special dialog), all base level data that is applicable to your selected
aggregate data will be copied to the clipboard. Unlike the Cut Special
function, Copy Special does not clear the data from the copied cells. Even
though the Copy Special function is actually performed at the base dimensional
level, after pasting, it seems like the aggregate level data has been copied.
This is due to the process of data roll-up.
To use the copy data at base level functionality, the base
dimensional level for a given hierarchy cannot be displayed in your worksheet.
1.
Select the aggregate level data to be
copied.
Note: If no data
cells are selected in the grid at the time the Copy Special dialog is opened,
the system displays a dialog stating there are not any positions selected for
the operation.
2.
From the Edit menu, select Copy Special.
3.
Select the Copy Data at Base Level
option. Selecting the base level copy option causes all base level data
applicable to your aggregate selection to be copied to the application
clipboard.
4.
Click OK.
Paste Base-Level Data
The paste data at base level feature allows you to view data at
an aggregate level in your worksheet while pasting data into measures at the
base dimensional level, which is not currently displayed.
The Paste Special menu item is only enabled after you place
information on the application clipboard using the Cut, Cut Special, Copy, or
Copy Special command. When you select the Paste Special function at an
aggregate level, and you select the Paste Data at Base Level checkbox
(on the Paste Special dialog), data will be pasted into the base level
cells associated with your aggregate level paste selection.
To use the paste data at base level functionality, the base
dimensional level for a given hierarchy cannot be displayed in your worksheet.
To paste data at base level, ensure that you are viewing values at an aggregate
level only, and perform the following steps:
1.
Select the aggregate level cells that you
want to paste the cut/copied data into. Only those cells will be overwritten
with pasted data. You can only paste data into writable measures.
2.
From the Edit menu, select Paste Special.
3.
Ensure that the Paste Data at Base Level
checkbox is selected. Whenever data has just been cut or copied at base level,
the Paste Data at Base Level checkbox defaults to selected.
4.
Click OK.
Cut, Copy, and Paste Multiples Slices
When you make cell selections prior to cutting, copying, or
pasting data, the system only allows for the selection of the currently
displayed position along the slice axis. The Cut Special, Copy Special, and
Paste Special dialog boxes; however, allow you to specify that data should be
manipulated for all positions (pages) in this axis.
Copy Data from all Slices
Use this procedure to simultaneously copy data from all pages in
the slice axis.
1.
Select the data cells to be copied.
2.
From the Edit menu, select Copy Special.
3.
One the Copy Special dialog, select Copy All
Slices. When the box is selected, the copy operation behaves as if all
positions in the slice dimension were selected prior to the copy. If the box is
not selected, only data from the currently displayed slice position will be
copied.
4.
Click OK.
Cut Data from All Slices
Use this procedure to cut data from all pages in the slice axis
simultaneously.
1.
Select the data cells to be cut.
2.
From the Edit menu, select Cut Special.
3.
On the Cut Special dialog, select Cut All
Slices. When the box is selected, the cut operation behaves as if all
positions in the slice dimension were selected prior to the cut. If the option
is not selected, only data from the currently displayed slice position will be
cut.
4.
Click OK.
Paste Data into All Slices
Use this procedure to simultaneously paste data into all pages in
the slice axis.
Note: You can
paste data only into writable measure.
1.
Select the cells where you want to paste the
cut/copied data. Only those cells will be overwritten with the pasted data.
2.
From the Edit menu, select Paste Special.
3.
On the Paste Special dialog, select Paste
All Slices. When the box is checked, the paste operation behaves as if all
positions in the slice dimension were selected prior to the paste. If the box
is unchecked, data will only be pasted into the currently displayed slice
position.
Note:
If you did not choose to cut/copy data from all slices prior to this paste, and
then you choose to paste clipboard data to all slices, the data that was
cut/copied from the single visible slice will be replicated to all slices in
the worksheet.
4.
Click OK.
Copy Data to and Paste Data from the Windows Clipboard
The Cut, Cut Special, Copy, and Copy Special commands do not copy
information to the Windows clipboard. When you use these functions, data is
copied to an application-specific clipboard and cannot be pasted into other
applications. If you plan on pasting worksheet data into another application,
or if you want to paste data from another application into your worksheet, you
must use the following procedures.
Copy Data to the Windows Clipboard
Use this procedure if you want to copy worksheet data to use in
another application.
1.
Select the data cells whose contents are to
be copied.
2.
From the Edit menu, select Copy to
Clipboard.
Note:
When using this command, the maximum number of cells that can be copied is
limited by memory. This operation should not be used to export entire
workbooks.
Paste Data from the Windows Clipboard into a Worksheet
Use this procedure if you want to paste data from the Windows
clipboard into your worksheet. Data can only be pasted into writable measures.
1.
Select the data cells where you want to
paste the clipboard data.
2.
From the Edit menu, select Paste from
Clipboard.
Note:
When using this command, the maximum number of cells that can be pasted is
limited by memory. This operation should not be used to import data for entire
workbooks.
Enlarge and Zoom on the Screen
Zoom Feature
You can enlarge the contents of the active window for easier
viewing, or you can reduce the size of the contents to fit as much data on the
screen as possible. Use the Zoom function to perform either of these tasks.
Note: The Zoom
feature is available only in grid (and not chart) mode. The grid view zoom
level only affects the display of data on your computer terminal. Zooming does
not affect the scaling value set in Page Setup, and it has no effect on
printing.
1.
Click in a worksheet window to make it
active.
2.
From the View menu, select Zoom. The
Zoom dialog box displays.
Zoom Dialog Box
3.
Select the zoom level option you want.
Alternatively, you may specify any magnification value between 10 and 400 by
entering your choice in the Custom field.
4.
Click OK to close the dialog and
return to the resized worksheet.
Note: The Zoom
feature only affects the working area of the grid (column, row, slice headers,
and grid data). The size of the worksheet window remains unchanged. Worksheet
components such as the title bar, scroll bars, hierarchy tiles, and so on also
remain unchanged.
A different zoom level can be specified for each worksheet
in a workbook. When a workbook is closed, the zoom level for each worksheet is
saved. When the workbook is opened again, each worksheet is initialized to its
last saved zoom level.
Enlarge the Screen
Navigate: From the
View menu, select Full Screen. The screen is enlarged by hiding the Windows
status bar and the system title bar.
Select this option again to return the screen to its original
size.
Change the View of Your Display
There are several procedures that you can perform to change the
online view of your system display. Specifically, you can:
§ Switch
the view between grid mode and chart mode
§ Show
or hide various screen components
§ Invoke
the zooming feature to alter the size of the grid contents
Change Charts to Grids and Back
Change a Grid to a Chart
Use this procedure to display some or all of the data from a grid
in a chart view. You can display up to 1000 positions of data in chart view.
1.
To select specific data to appear in chart
form, highlight all cells that you want to see displayed, or to display all of
the grid’s data on a chart, do not select any data.
2.
From the View menu, select Chart, or
select the button on the toolbar.
Note: Chart view
(especially line charts) is often used to easily identify trends and changes in
data over periods of time. When you use a chart for this purpose, position the
Calendar hierarchy tile along the column axis, and position the Measure
hierarchy tile along the row axis. This will extend the time dimension along
the x-axis and extend the measure of interest (such as Total Sales or
Forecasted Demand) along the y-axis. You can position the Product and Location
hierarchy tiles wherever you wish, such as along the slice-axis (z-axis) or alongside
the Measure tile (row, or y-axis).
Change a Chart to a Grid
Navigate: From the
View menu, select Grid, or select the button on the toolbar.
Show and Hide the Button Text, Status Bar, and Toolbar
Show/Hide Button Text in the Application Toolbar
Follow this procedure to turn on/off the display of toolbar
button names in the application toolbar.
Navigate: From the
Format menu, select Application.
1.
Under Application Options, select the Show
Button Text option to display button names on the application toolbar.
Clear this option to turn off the display of button titles.
2.
To apply the change to the worksheet without
closing the dialog box, click Apply, or to accept the change and close
the Format Options dialog, click OK.
Show/Hide Status Bar
Navigate: From the
View menu, select Status Bar. Select Status Bar again to
re-display it.
Show/Hide Toolbar
Navigate: From the
View menu, select Toolbar. Select Toolbar again to
re-display it.
Enter Measure Data Using a Scaling Factor
The scaling factor feature allows you to enter measure data that
will be scaled or factored to an internal value, which is recognized by the
server in data calculations. When you enter a value for a measure that has a
scaling factor, the value that you enter will be multiplied by the scaling
factor to arrive at this internal value. The display of the data and the ease
of data entry can be greatly enhanced by use of a scaling factor.
For example, suppose that you want to enter data in thousands of
units. You might find it tedious to enter 1000, 2000, 6000, and so on. A more
sensible approach would be to enter the values 1, 2, and 6, and have the system
apply a scaling factor (in this case 1000) to the entered data. The internal
values of the three affected cells would be 1000, 2000, and 6000, and these
internal values would be used in required data calculations. Removing the zeros
from the display would result in a cleaner, less cumbersome worksheet
appearance.
The scaling factor feature is used in conjunction with the
prefix/suffix feature for formatted measures. In the case above, you would
probably want to specify a suffix (for instance, k stands for 1000) for this
measure, which indicates that the entered data has been scaled. The displayed
data would then appear as 1k, 2k, and 6k. Even though your worksheet has been
"cleaned up" by abbreviating the numeric display, the system still
understands that the internal values of the edited cells are 1000, 2000, and
6000, respectively.
Specify a Scaling Factor for a Measure
Navigate: From the
Format menu, select Types.
Format Options - Types Tab
1.
In the Measure box, select the measure that
you want to edit.
2.
In the Display Options portion of the
dialog, enter a scaling factor in the Scale Factor field.
Note: The scaling
factor must be a non-zero integer for integer-type measures, but may be any
non-zero value for float-type measures. If you want, enter a prefix and/or
suffix to be applied to the measure data. Ideally, the prefix/suffix should
designate the nature of the scaling factor associated with this measure. For
example, if your scaling factor is 1,000,000, you may wish to enter the suffix
m.
3.
To apply your changes to the measure and
leave the Format Options dialog open, click the Apply button, or to
process the changes and close the dialog, click OK.
Locate Items in the Worksheet
Use the following procedures to quickly find items in a
worksheet. You can find specific positions along a particular grid axis, and
you can locate the next/previous alert occurrence within the active alert
measure.
Find a Position in a Grid Axis
Navigate: From the
Edit menu, select Find.
Find Dialog
1.
Under Find What, type all or part of the
name of the node or position (for example, product, location, measure) that you
want to find.
2.
Click the Look In option and select
an axis (Row, Column, or Slice) to search.
§ You
can also select the Match Case or Find Exact Match Only options
to narrow your search.
3.
Click Find Next.
Find the Previous Identified Alert Instance
Navigate: From the
View menu, select Find Previous Alert.
Find the Next Identified Alert Instance
Navigate: From the
View menu, select Find Next Alert.
Find a Position in a Dimension
Navigate:
Right-click on a dimension and select Find.
Selecting Find… from the
Right-Click Context Menu
You can use the Find... option from the right-click context menu
to search for a position within a dimension on the worksheet. This find
functionality looks for a position with a matching label in the dimension where
the context menu was accessed, with exception to the z-axis. For more
information about using the find option in the z-axis, see the Find in the
Z-Axis section below.
When you have two or more hierarchies in the same axis, there
will be as many instances of every position in the inner hierarchy (the
hierarchy closer to the spreadsheet) as the number of positions displayed in
the outer hierarchy (the hierarchy away from the spreadsheet). As a result,
when searching for a position in a dimension in the inner hierarchy, the Find...
functionality progressively scrolls through the worksheet finding each position
in the outer hierarchy before restarting from the top.
For example, when searching for "20" on the following
worksheet, the Find... functionality will first locate the positions
“201 Basic Jeans” and "202 Basic Twill Pants" in the Atlanta
location. Then, it will continue on to the next location of “201 Basic Jean”
and "202 Basic Twill Pants" in the Boston location. Note that the
Find... functionality will not stop searching at the end of the Atlanta location,
but instead will continue to search the entire dimension for all instances of a
SKU containing "20."
Example: Find Dialog Box Searching for “20”
Example: Worksheet Containing Multiple Instances of a SKU
with “20” In Its Label
Find in the Z-Axis
The right-click find option works differently when accessed from
the z-axis. A search started in the z-axis looks for the search string only in
the dimensions belonging to the hierarchy where the search was initiated. It
does not look for the search string in any other hierarchy, even if there is
more than one hierarchy present in the z-axis.
In addition, a find search from the z-axis does not automatically
continue from the beginning of the hierarchy once the search has reached the
end of the hierarchy. You must explicitly select the Search Up or Search Down
radio buttons to reverse the order of search.
Rotate or Pivot an Axis on a Grid
Rotating or pivoting an axis (such as product, time, or location)
on a grid allows you to display data in different orientations.
To Pivot along the Same Axis
1.
Left-click and hold the hierarchy tile
representing the hierarchy that you want to move.
2.
Drag the hierarchy tile to the desired new
position along the axis.
3.
Observe the appearance of the cursor as you
move the tile. When the cursor is over an available dropping point (display
area), its appearance will change.
4.
To drop the tile in its new display area,
release the mouse button.
To Rotate a Hierarchy to Another Axis
1.
Left-click on and hold the hierarchy tile
representing the hierarchy that you want to move.
2.
Drag the hierarchy tile to the desired
display axis.
3.
Observe the appearance of the cursor as you
move the tile. When the cursor is over an available dropping point (display
area), its appearance changes into an arrow.
4.
To drop the tile in its new display area,
release the mouse button.
Show and Hide Positions in the Grid Display
After you have created a workbook that contains the products,
time periods, and measures selected in the workbook wizard, you are able to
hide any positions (nodes) that were initially incorporated during the workbook
build. The position hiding feature allows you to remove undesired information
from the grid display without requiring you to rebuild the workbook to attain
the view you want.
Note: When
you select individual positions to hide from view, any data associated with
those hidden nodes will still be reflected in any aggregate totals.
Hide Positions using the Quick Menu
1.
Select an undesired node by clicking it
within the axis display.
Note: Use Ctrl+Click
to select multiple positions together.
2.
Right-click the mouse within that same axis
area to produce the associated quick menu.
3.
Choose Hide Selection.
Hide Positions using the Show/Hide Dialog
One method of hiding positions in the grid display is to access the
Show/Hide dialog, which is actually the Show/Hide tab of the Tree
Options dialog. This method is useful if you have a large number of nodes
to hide at the same time. The Show/Hide dialog also provides the means
to return already hidden nodes to the grid display.
Note: The
following procedure is used to show positions in hierarchies other than the
Measure hierarchy.
1.
Right-click in a dimension’s axis area to
display the quick menu relevant to that hierarchy.
2.
Select Show/Hide. When the Show/Hide
dialog displays, all currently hidden nodes are displayed on the left
side of the dialog, and all currently visible nodes are displayed on the right
side.
Show/Hide Dialog Box
3.
Click a node on the right side of the dialog
to select it. Use Ctrl+Click to select multiple nodes together.
4.
Click the left arrow button to move your
selections to the Hidden Nodes side of the dialog.
5.
Click OK.
When you return to the workbook, the grid display reflects
the selections made on the Show/Hide tab.
Note:
Any data associated with the hidden positions will still be reflected in any
aggregate totals.
Re-display Currently Hidden Positions
The Show/Hide dialog provides the means to make any hidden
positions visible in the grid display. Perform the steps below to re-display
hidden positions in the grid.
Note: The
following procedure is used to show positions in hierarchies other than the
Measure hierarchy.
1.
Right-click in a dimension’s axis area to
display the quick menu relevant to that hierarchy.
2.
Select Show/Hide. When the dialog
displays, all currently hidden nodes are displayed on the left side of the
screen and all currently visible nodes are displayed on the right side.
3.
Click a node on the left side of the screen
to select it. Use Ctrl+Click to select multiple nodes together.
4.
Click the right arrow button to move your
selections to the Visible Nodes side.
5.
Click OK.
When you return to the workbook, the grid display
reflects the selections made on the Show/Hide tab.
Show and Hide Positions in the Measure Hierarchy
Measure positions can be hidden from view in the same way as
positions in other hierarchies. However, the Show/Hide dialog for measures
appears much different. The Show/Hide Measures dialog has been designed to
streamline the selection of measures, taking into account the attributes that
comprise each measure’s definition.
Hide Currently Visible Measures from View
To use the Show/Hide Measures dialog to hide a visible measure
from grid view, perform the following steps:
1.
On a worksheet, right-click in the measure
axis to produce the associated quick menu.
2.
Select Show/Hide.
3.
In the Visible Measures portion of the
dialog (upper right), click on a measure that you want to hide. You may select
multiple measures from this list by using Ctrl+Click.
4.
Click the left arrow button. The selected
measures are removed from the Visible Measures window.
5.
Click OK.
Show Hidden Measures in the Grid Display
To use the Show/Hide Measures dialog to return a hidden measure
to the grid display, perform the steps below.
Note: For most
selections made in the following steps, multiple selections can be made by
using Ctrl+Click.
1.
On a worksheet, right-click in the measure
axis to produce the associated quick menu.
2.
Select Show/Hide.
3.
In the Hidden Measures portion of the
dialog, select the measures you want to show.
4.
Click the right arrow button to add the
measure to the Visible Measures list.
5.
Click OK.
Specify the Display Order of Measures in the Grid
You can use the Show/Hide Measures dialog to specify or change
the order in which measures are displayed in the grid. To do this, perform the
following steps:
1.
On a worksheet, right-click in the measure
axis to produce the associated quick menu.
2.
Click Select display and sort attributes….
3.
Select User-defined order.
4.
Select the Show/Hide tab.
5.
Select a measure from the Visible Measures
list.
6.
Click the up arrow or down arrow to move the
selected measure up or down in the list display.
7.
Repeat these steps for measures as required
until the appropriate display order is attained.
8.
Click OK.
View a Measure's Calculation Expression and Description (Show Measure
Information)
When you view an open workbook, you can use the Show Measure
Information feature to see the calculation expression and the description
associated with a particular measure. This functionality gives you quick access
to information that is related to the generation of an alert:
For normal measures, Show Measure Information displays a
description; this data comes from the Description field.
For normal measures, Show Measure Status displays an expression
the when measure is forced; this data is output from the Rule Engine.
For alert measures, Show Measure Information and Show Measure
Status both show an expression.
1.
Right-click the measure’s label in the
measure axis of your worksheet.
2.
On the quick menu, select Show Measure
Information.
3.
View the calculation and measure description
information in the Measure Info dialog.
4.
In the Measure Profiles text field,
enter a label for the measure profile. If the label has not already been used,
the Update Profile button changes to Add Profile and becomes
enabled.
5.
Click OK.
Measure Profiles
Measure profiles can be created in Oracle Retail Predictive
Application Server Configuration Tools. For information about configuring
measure profiles, please refer to Oracle Retail Predictive Application Server
Configuration Tools User Guide. In addition to the configured measure profiles,
you can create, delete, and modify measure profiles in a workbook. Measure
profiles created or modified in a workbook are stored with the formatting
information and are treated the same as other workbook formatting information.
Create a Measure Profile
1.
On a worksheet, right-click a measure to
produce the associated quick menu.
2.
SelectShow/Hide. The Tree Options
Tree Options window appears with the Show/Hide tab visible.
Tree Options - Show/Hide Tab
Tree Options – Show/Hide Tab
1.
Select all of the measures that you want to
include in the measure profile, and ensure that all desired measures appear in
the Visible measures section.
2.
In the Measure Profiles text field,
enter a label for the measure profile. If the label has not already been used,
the Update Profile button changes to Add Profile and becomes
enabled.
3.
Click Add Profile to create a new
measure profile with the current visible measures list and profile label.
4.
Click OK.
Edit/Update a Measure Profile
1.
Select Show/Hide. The Tree Options
window appears with the Show/Hide tab visible.
2.
In the Measure Profiles drop-down list,
select the measure profile that you want to update. The measures in the measure
profile are displayed in the Visible measures section.
3.
Add or remove measures that you want to
include in the measure profile, ensuring that all desired measures appear in
the Visible measures section. After you add or remove measures, the Update
Profile button is enabled.
Note:
Measures do not appear in the worksheet in the order shown in the Visible
measures list unless the User-defined order option is selected on
the Sort/Display Attributes tab. A note appears below the Visible
measures list stating whether this option is selected.
4.
Click Update Profile.
5.
Click OK.
Change a Measure Profile Label
1.
On a worksheet, right-click a measure to
produce the associated quick menu.
2.
Select Show/Hide. The Tree Options
window appears with the Show/Hide tab visible.
3.
In the Measure
Profiles drop-down list, select the measure profile for which you want to
change the label. The measures of the measure profile are displayed in the Visible measures section.
4.
Click Change Label.
5.
Enter the new label for the measure profile.
6.
Click OK
to return to the Tree Options
window. The new label is now displayed.
7.
Click OK.
Apply a Saved Measure Profile to a Worksheet
There are two methods for applying a saved measure profile to a
worksheet:
Method 1
1.
On a worksheet, right-click a measure to
produce the associated quick menu.
2.
Select Show/Hide. The Tree Options
window appears with the Show/Hide tab visible.
3.
In the Measure
Profiles drop-down list, select the measure profile that you want to load.
The measures of the measure profile are displayed in the Visible measures section.
4.
Click OK.
Method 2
1.
On a worksheet, right-click the measure axis
to produce the associated quick menu.
2.
Expand the Select profile submenu.
3.
Click the measure profile you want to load.
Delete a Measure Profile
1.
On a worksheet, right-click a measure to
produce the associated quick menu.
2.
Select Show/Hide. The Tree Options
window appears with the Show/Hide tab visible.
3.
In the Measure
Profiles drop-down list, select the measure profile that you want to
delete. The measures of the measure profile are displayed in the Visible measures section.
4.
Click Delete Profile.
5.
Click OK.
Select a Higher Hierarchy Level for Data Roll-Up
1.
Right-click on the desired grid axis.
2.
Left-click and select Select Rollup.
3.
Select the highest dimension to display.
Aggregate Data
Aggregate Data Using a Dimension List
The Dimension List option allows you to collapse/expand the
display of one dimension at a time. When a worksheet dimension is collapsed
from the grid display, all of that dimension’s associated data is aggregated to
the next higher level currently displayed.
1.
Right-click any worksheet axis to display a
quick menu of options that are relevant to that hierarchy. Dimensions that are
currently displayed are shown in the dimension list with checkmarks beside them.
Note: If you want
to aggregate data to a dimension higher than those shown in the dimension list,
you must first use the Select Rollup option to specify the highest
dimension that you want to see.
2.
Click any currently checked dimension to
collapse that hierarchical level. All associated data will be aggregated to the
next higher dimension that is displayed.
Note: When you
click any unchecked dimension in the list, the reverse process happens. The
previously collapsed dimension will be displayed in the grid in its proper
relative location in the hierarchy.
Aggregate Data using the Select Dimensions Menu
The Select Dimensions option allows you to collapse or expand the
display of multiple dimensions at one time. Select this option to display a
dialog box in which you can select exactly which dimensions you would like
displayed in your worksheet.
1.
Right-click any worksheet axis to display a
quick menu of options that are relevant to that hierarchy.
2.
Select Select Dimensions.
3.
On the dialog that opens, select all
dimensions that you want to display in your worksheet. Highlighted dimensions
will appear in the display. Non-highlighted dimensions will be collapsed and
data will be aggregated to the next higher level.
Note: If
you want to select a dimension higher than those shown in the dimension list,
use the Select Rollup option to specify the highest dimension you want
to see.
4.
Click OK.
Aggregate Data Using the Dimension Labels
The Show Dimension Labels option is useful when you need to
repeatedly collapse/expand dimensions without having to access the quick menu
every time you do it. This option toggles the display of cursor-sensitive
dimension header labels in your worksheet. When you click the label for a
particular dimension, that dimension is collapsed in the grid and all
associated data is aggregated to the next higher level. Once the dimension
header labels are activated, dimensions can be collapsed or expanded with a
single click the mouse.
1.
Right-click on any worksheet axis to display
a quick menu of options relevant to that hierarchy.
2.
Select the Show Dimension Labels option.
Note: Minimized
tabs are displayed at the left side of the column axis headings or at the top
of the row axis headings. This depends on your axis selection.
3.
Place the cursor over these tabs. The tabs
expand to display the dimension labels.
4.
Click on any dimension label to collapse
that dimension in the grid and aggregate the data to the next higher level.
Note:
Labels representing collapsed dimensions contain only a plus (+) sign. Click on
the plus sign to maximize the label and expand that dimension in the grid.
Spread Aggregate Data from an Individual Cell
1.
Click inside an aggregate-level cell to
edit. Spreading is ineffective for base-level (lowest-level) data.
2.
In the cell, type a numeric value followed
by one of the following:
§ r
(replicate)
§ e
(even)
§ d
(delta)
§ p
(proportional)
The values will use your spread method choice to spread to
the lowest level. For a description of the spreading methods, see the Spreading
overview topic.
Spread Aggregate Data from Many Cells
Select an aggregate-level cell or a group of aggregate-level
cells that you want to contain the same value.
Navigate:
From the Edit menu, select Fill.
1.
Click the arrow below Measure, and
select the measure that you want to fill. If you selected cells in the grid
before selecting Fill, only the selected cells will be filled. If you
did not select any cells, all of the cells for the measure selected will be
filled.
2.
In the Fill Value field, type a fill value.
If the measure type is numeric, make sure that the value entered is numeric. If
the measure type is non-numeric (can only contain values from a list), select
the desired value from the drop-down list.
Note: If you are
viewing data in Outline mode when you select the Fill command, the system
requires you to specify the aggregate level where you want to fill data. If the
dimension you select is not an aggregate level, the Spread Method functions on
the Fill dialog box will be disabled.
3.
Select Spread Method (Replicate, Even,
Delta, or Proportional). See the Spreading overview topic for a description of
the spreading methods.
4.
Click OK.
Overview
RPAS supports user definition of attributes on-the-fly within the
workbook. The Attribute Definition feature allows dimension attributes to be
created, deleted or modified. Such attributes are referred to as “dynamic
dimension attributes”, as opposed to “static dimension attributes” that are
registered to the domain by RPAS “dattrmgr” utility (see the Oracle Retail
Predictive Application Server Administration Guide for more information on
the registration of static dimension attributes).
During workbook build process, dynamic dimension attributes are
brought into the workbook by RPAS framework if the dimension is present and the
following conditions are met:
§ The
attribute is accessible by the log-on user.
§ The
source measure exists in the workbook.
§ The
other positions of this attribute fits into the workbook context.
The dynamic dimension attributes can be used for dimension
splitting, sorting and displaying in the workbook. The attribute data is only
updated when the attribute is used. Dynamic Dimension Attributes are excluded
from the Extra Measure Page and Insert Measure menu option, because their
representing measures have the “insertable” field set to false.
Note: Sort and
display attributes are saved to the formatting database.
Adding a New Dynamic Attribute
Navigate:
Right-click over the hierarchy tile or positions in which to apply the new
attribute, select the Attribute definition menu. From this menu the user
can view the Attribute Address Selections dialog box.
1.
The Select Attribute Dimension box defaults
to hierarchy and dimension in which the user initiated the Attribute definition
window. You may change the dimension or the hierarchy to apply the attribute.
If the hierarchy is modified, click Select to reset the default values
in the Select Source Measure and Select Other Hierarchies boxes. In the example
below, positions along the Store dimension will have the resulting attribute
applied.
Example of
Attribute Address Selections Dialog Box
2.
The Select Source Measure box defaults to
the active measure at the moment the user initiated the Attribute definition
window. This box is a pick list that includes all viewable measures on the
active worksheet.
3.
The Select Other Hierarchies box displays
the additional hierarchies, dimensions and a single position along the selected
dimension to define the attribute. Select the position selection icon 
, to roll-up or down the hierarchy to select
the correct dimension and position.
4.
Select OK. The Attribute Definitions
dialog box appears.
Attribute
Definitions Dialog Box
5.
From the Available Attributes
drop-down list, select from the list of existing attributes, or click New
if a new attribute is to be defined. If an existing attribute is selected from
the drop-down list and it was previously defined using the Attribute
Definitions dialog box, the values in the dialog default to the selections
previously assigned to this attribute. You can modify any of these
values.
6.
Select the appropriate Band Type options,
which determine whether or not the positions to which the attribute will be
assigned are clustered.
§ Select
No Clustering if the measure data is to be used as an attribute label.
§ Select
Clustering if positions are to be grouped based on attribute values,
enter the number of clusters (range is 1 to 100) in the Clustering text field,
and click Create Clusters. The Clustering Input area of the screen
displays new fields and information. The Clustering Input area displays the
same number of cluster labels as the number of clusters defined in the
Clustering text field.
Attribute
Definitions Dialog Box / Cluster Input Fields
§ Starting
with Label 1, the cluster attribute labels are listed in ascending order. You
may change the cluster attribute labels as needed.
§ In
the Value fields, data breakpoint values must be defined to determine how
positions are assigned to the various bands. You may manually enter
breakpoints, or click AutoBanding to automatically populate the
breakpoint values based on the RPAS clustering algorithm.
Note:
In instances when there is low variability in the data selected for
AutoBanding, the clustering algorithm may determine that the number of clusters
selected is less than optimal (too many clusters to fit the data). In such
instances not all breakpoints will be populated with a non-zero value. You may
update the number of clusters and proceed with AutoBanding or manually set the
breakpoint values.
7.
Click Update Selections to return to
the Attribute Address Selections dialog box, if the Attribute Dimension to
cluster on or the positions from the other hierarchies to cluster over require
modification. If breakpoints have previously been defined and subsequent
changes are made to the Attribute Address Selections dialog box, the data
breakpoint values should be redefined based on the updated dimensionality and
positions for the attribute.
8.
Click Save to save the new attribute
definition. The New Attribute dialog box appears.
New Attribute
Dialog Box
9.
Enter the label for the new attribute, and
click OK. The label must be unique. If an attribute label already exists
in the system, an error message appears to indicate that a unique label must be
entered. The Save As button remains inactive when defining new attributes.
Modify an Existing Dynamic Attribute
Navigate:
Right-click over the hierarchy tile or positions in which the attribute
applies, select the Attribute definition menu.
From this menu you can view the Attribute Address Selections
dialog.
1.
The Select Attribute Dimension box defaults
to hierarchy and dimension previously defined in Attribute definition window.
You may change the dimension or the hierarchy to apply the attribute. If the
hierarchy is modified, click Select to reset the default values in the Select
Source Measure and Select Other Hierarchies areas.
2.
The Select Source Measure list defaults to
the active measure displayed when the Attribute Address Selection dialog
initially opened. The Select Source Measure list includes all viewable measures
on the active worksheet.
3.
The Select Other Hierarchies area displays
the additional hierarchies, dimensions and a single position along the selected
dimension to define the attribute. To roll-up or down the hierarchy to select
the correct dimension and position, select the position selection icon .
4.
Click OK. The Attribute Definitions
dialog box appears.
Click the Available Attributes list, and select an
existing attribute. The values and options in the Attribute Definitions dialog
refresh according to the selected attribute definitions previously assigned.
Note: During
workbook build process, dynamic dimension attributes are brought into the
workbook if all of the following conditions are met:
- The dimension in which the attribute is defined is present in the workbook
- The attribute is accessible by the user
- The source measure in which the attribute is defined exists in the workbook
- The other positions defined for the attribute are present in the workbook
5.
Update the following fields and options as
necessary:
§ Band
Type – Select No Clustering or select Clustering and enter the
number of clusters in the Cluster text field
§ Clustering
Inputs – Modify the Cluster Labels, Breakpoint Values, or click Auto-Banding
to update these fields.
6.
Click Update Selections to return to
the Attribute Address Selections dialog if the Attribute Dimension to cluster
on or the positions from the other hierarchies to cluster over require
modification.
7.
Click Save or Save As. If Save
is selected, a message appears to inform you that the attribute was
successfully saved. If Save As is selected, the Save the attribute under
a new name dialog box appears and prompts you to enter the new label for the
attribute. The label must be unique. If an attribute label already exists in
the system, an error message appears to inform you that a unique label must be
entered.
Delete an Existing Dynamic Attribute
Navigate:
Right-click over the hierarchy tile or positions in which the attribute
applies, select the Attribute definition menu.
From this menu you can view the Attribute Address Selections
dialog.
1.
The Select Attribute Dimension box defaults
to hierarchy and dimension previously defined in Attribute definition window.
You may change the dimension or the hierarchy to apply the attribute. If the
hierarchy is modified, click Select to reset the default values in the
Select Source Measure and Select Other Hierarchies areas.
2.
The Select Source Measure list defaults to
the active measure displayed when the Attribute Address Selection dialog
initially opened. The Select Source Measure list includes all viewable measures
on the active worksheet.
3.
The Select Other Hierarchies area displays
the additional hierarchies, dimensions and a single position along the selected
dimension to define the attribute. To roll-up or down the hierarchy to select
the correct dimension and position, select the position selection icon .
4.
Click OK. The Attribute Definitions
dialog box appears.
5.
Click the Available Attributes list,
and select an existing attribute. The values and options in the Attribute
Definitions dialog refresh according to the selected attribute definitions
previously assigned.
6.
Click Delete to remove the attribute
definition from the system. A message appears to inform you that the attribute
was successfully deleted.
7.
Click Exit to close the Attribute
Definition dialog box.
Display Attributes and Sort Dimensions Using Attributes
You can choose which of a dimension’s attributes to display in
worksheets, and you can select the order that a dimension’s attributes are
applied to the dimension during the sorting process.
An attribute is a piece of information that further describes a
position in a given dimension.
Example
The SKU dimension of the product hierarchy could have three
attributes associated with it – LABEL, COLOR, and PRICE. One SKU in this
product hierarchy could have attribute values of:
§ LABEL
─ SKU00012 -
Cashmere Sweater
§ COLOR
─ Pale Blue
§ PRICE
─ $62
LABEL is the only attribute that is required, but positions in a
dimension can be described with any number of attributes. Once established,
attributes can be displayed in the grid if desired. You can also use a
dimension’s attributes to sort positions within that dimension. For example,
you can specify that SKUs in your product hierarchy should be sorted in
ascending order according to their PRICE attribute.
Display Attributes in a Worksheet
You can select any of a dimension’s attributes to be displayed in
a worksheet, and you can display more than one attribute at a time in any
specified order. Whenever multiple attributes are shown for a given dimension,
they are separated in the axis display by dotted lines.
1.
Right-click on the worksheet axis
representing the dimension for which you want to display attributes.
2.
On the quick menu, choose Select Display
and Sort Attributes. The Attributes to Display section of the resulting Tree
Options dialog contains all available display attributes for the associated
dimension. They will either be used (right side) or unused (left side).
Tree Options Dialog Box
3.
From the Attributes to Display area of the
dialog box, select an attribute and use the left or right arrow buttons to move
the attribute to the Unused Display Attributes or Display Attributes box.
Repeat this step until all attributes that you want displayed in the worksheet
appear in the Display Attributes box. Attributes will be displayed in your
worksheet in the order that they appear in this list.
4.
To reorder elements on the list, drag and
drop the attribute upwards until its indicator is displayed in the appropriate
location.
5.
Click OK to return to the worksheet.
Use Attributes to Sort a Dimension's Positions
You can sort the positions in a dimension using any of the
dimension’s attributes. You specify which attributes are to be used for sorting
and the order that the chosen attributes are to be applied to the dimension
during the sorting process. For example, you can sort SKUs in the product
hierarchy primarily by PRICE, and then within those prices you can sort by
LABEL.
Selection of sort order is independent of the attribute display.
This means that an attribute does not have to be displayed in the worksheet for
it to be used for sorting.
1.
Right-click on the worksheet axis that
represents the dimension that you want to sort using attributes.
2.
On the quick menu, choose Select Display
and Sort Attributes. The Attributes to Sort By area of the Tree
Options dialog box contains all of the available sort attributes for the
associated dimension. They will either be used (right side) or unused (left
side).
3.
From the Attributes to Sort By area
of the dialog box, select an attribute and use the left or right arrow buttons
to move the attribute to the Unused Sort Attributes or Sort
Attributes box. Repeat this step until all attributes that you want
displayed in the worksheet appear in the Sort Attributes box.
4.
During the sorting process, attributes will
be applied to the dimension’s positions in the order that they appear in the Sort
Attributes box.
5.
To reorder attributes in the Sort
Attributes box, drag and drop the attribute upwards until its indicator is
displayed in the appropriate location.
6.
Click OK to return to the worksheet.
Sorting Positions in Multiple Windows
The selections for sort attributes for a single dimension may
differ from worksheet window to worksheet window. This feature is useful when
different views (provided by different sorts) of the data are desired at the
same time. You can use the New Window command on the Window menu to
create a copy of the current worksheet. Each copy of the worksheet is
represented by a different window and can contain data that is sorted using a
different sort method.
Sort Measures Using the User Specified Sort Order Function
When sorting and displaying measures, the “User-Specified Sort
Order” can be used to dictate an exact order that measure positions should be
displayed in the grid. The User Specified Sort Order allows you to rearrange
measures so that they are displayed in an arbitrary order that you determine.
This method allows you to select more specific sort orders that cannot be
attained by ordering the sort attributes in the Sort Attributes box.
You can still sort positions in the Measure hierarchy according
to any of that hierarchy’s attributes. This way, the Measure hierarchy is no
different from any other hierarchy represented by your data. For instance, you
can specify that all measures should be sorted in the worksheet according to
aggregation method. In this case, all measures with an aggregation method of
‘Period End Total’ would be grouped together and displayed before measures with
an aggregation method of ‘Recalculated,’ which would appear before measures with
a ‘Total’ aggregation method. The system sorts measure positions
alphanumerically based on the values assigned to the sort attribute in
question.
It is more likely that you will want to specify a particular
measure ordering scheme that cannot be attained by sorting the positions based
on attributes. The User Specified Sort Order feature is designed to help you
attain this specialized view.
When the User Specified Sort Order feature is enabled, it
overrides any attribute sorting scheme specified on the Select Display and Sort
Attributes dialog. When selected, this feature orders measure positions in your
worksheet that are based on their current order as presented in the Show/Hide
dialog. To change the order of the measures in your worksheet display, change
the order of measures on the list in the Show/Hide dialog.
1.
Right-click within the Measure axis, and
choose Select Display and Sort Attributes from the quick menu.
Select display and sort attributes Menu Option
2.
On the Sort/Display Attributes tab, in the
Measure Ordering area, select the User defined order radio button.
Tree Options Window
Note: When this
option is selected, the Unused Sort Attributes box and Sort
Attributes box become disabled. The User Specified Sort Order
feature overrides any selections made in these boxes.
3.
Click the Show/Hide tab.
4.
Select a measure in the Visible measures
box.
Example of Visible Measures in the Show/Hide Tab
1.
Click the up arrow or down arrow to move the
selected measure up or down in the list display.
2.
Repeat steps 4-5 for measures as required
until the desired display order is attained. The order of the measures in the
Visible Measures box will match the order of measures in your worksheet.
3.
Click OK.
Return to an Attribute Sorting Scheme
To disable the user-defined sort order and again sort your
measures using attributes, return to the Sort/Display Attributes tab and
select the Sort by attributes radio button. The Unused Sort
Attributes and Sort Attributes list boxes become enabled, which
allow you to make sort attribute selections as desired.
Sort Measure Data in Multiple Windows
The selections for sort attributes for a single dimension can
differ from worksheet window to worksheet window. This feature is useful when
different views (provided by different sorts) of the data are desired at the
same time. You can use the New Window command on the Window menu to create a
copy of the current worksheet. Each copy of the worksheet is represented by a
different window, and can contain measure data that is sorted using a different
sort method.
Sort a Dimension by Grid Data Values
The sorting mechanism allows you to sort one dimension in a
hierarchy according to the current data values in the grid. You do this by
specifying a one-dimensional data space for a given dimension, and then by
creating a user-named attribute based on that selected data. That attribute can
then be used to sort and resort data in the corresponding dimension.
Example
Suppose that you want to sort all product classes in your product
hierarchy in ascending order based on the total sales for each during the month
of January. In this case, the dimension you want to sort is product class. To
define the necessary one-dimensional data space, you must aggregate total sales
for the product class dimension to the month level and select the January
position. The one-dimensional data space is essentially a single row or column
of data corresponding to the dimension you want to sort.
Once you have selected the data that you want to sort, you must
create a system-recognized sort attribute based on this data. You might choose
to call this attribute "JanSales." Once an attribute is created, it
can be used to perform the initial data sort, and can later be used for resorts
of that same dimension if changes to the data occur.
Sort Hierarchies by Data Values in the Grid
Use the following procedure to sort one dimension in a hierarchy
according to a set of data values in the grid:
1.
Select a one-dimensional data space of grid
data (a single column or row of data) to be sorted.
2.
From the Edit menu, select Attribute-based
sort…, or right-click on the axis for the dimension you are sorting to
produce a quick menu, and select Attribute-based sort…. If your
selection from the first step contained more than one measure, RPAS will detect
it as an invalid slice of data and will display the following error message.
Multiple Measures Error Message
3.
The Attribute Address Selection
dialog will display to help you define a one-dimensional slice using a single
measure. If you have only one measure selected, but your selection is still
invalid because you have not selected a one-dimensional slice in which each
position along the sort dimension has a unique value available, RPAS will
display to help you construct a one-dimensional slice.
Attribute Address Selections Dialog
4.
Once RPAS has ensured that you have made a
one-dimensional selection, it will bring up the Create Sort Attribute
dialog box, where you can enter a label for the sort attribute. This label must
be unique; i.e., you should have no other attribute with the same label. The Create
Sort Attribute dialog box contains an Update Selections button which
you can use to bring up the Attribute Address Selection dialog box to
examine the selection or to change it.
Create Sort Attribute Dialog
Choose a name that will help you identify what this
particular sort accomplishes (for example, choose “JanSales” for a group of
products to be sorted according to their total January sales).
Note: If
the dimension you are sorting is displayed in outline mode with other
dimensions in that hierarchy, the Create Sort Attribute dialog will
contain an additional field. This additional field allows you to specify the
single dimension in which to apply the created sort attribute.
5.
Click the appropriate radio button to
specify the desired sort order (Ascending or Descending).
6.
Click OK. The initial sort of the
selected data occurs.
Re-Sort/Update a Dimension Using an Already Defined Sort Attribute
If changes to sorted data occur, you may want to re-sort the
dimension based on the new values. Follow this procedure to reapply a sort
attribute to a selected dimension.
1.
Right-click over the axis for the dimension
to be resorted. A quick menu is displayed.
2.
Select Resort. The data is re-sorted
according to the current attribute sort order specified for that dimension.
Note: See
Dimension Splitting for additional re-sort support using the Update icon on the
menu bar.
Sorting Without Attributes
Using the Sort Ascending and Sort Descending
buttons available on the toolbar, you can sort the positions in a dimension
based on the values of a measure’s slice for that dimension. You can do this
without having to define additional attributes, as you would when using
attribute based sort.
Sort Ascending and Sort Descending Toolbar Buttons
Once you have selected the desired, valid slice of measure data
that you wish to sort the dimension’s positions by, the sorting buttons will be
enabled on the toolbar.
Note: A slice is
valid if it involves only one measure and if it has a unique value for each
position along the dimension being sorted (meaning that one position along all
other hierarchies in the measure’s intersection has been selected).
Once you click one of the sort buttons, the selected positions
will be sorted according to the measure’s values in the selected slice. If the
grid is in outline mode, that is, it is showing aggregate levels in separate
rows or columns in the same grid, only the leaf dimension will be sorted.
Positions grouped by aggregate levels will be sorted within themselves, but the
aggregate positions will not be sorted.
Since the positions will have been sorted based on a specific
slice, the sort persists as the user pages through positions along the Z-axis
(page axis). As the user pages through positions along the Z-axis, RPAS does
not assume an intention to re-sort based on new selections in the Z-axis.
This ki nd of sorting
cannot be applied to positions in a dimension along the page axis. However, a
user can pivot the desired dimension to either the X or Y axis, execute the
sort along the desired slice, and then pivot the sorted dimension back to the
page axis. The positions along the dimension in the page axis will maintain
their sort order.
Note: Since this
sort order is dependent on the position context, which varies from workbook to
workbook, it is not saved to the formatting database.
Sorting Positions in Ascending Order
1.
Select the slice defining the dimension you
wish to sort. The sorting buttons will be enabled on the toolbar.
Note: All the
positions within the selected dimension must be selected to sort.
2.
Click the Ascending button in the
toolbar. All selected positions will be reordered with the lowest cell value
appearing in the topmost cell, as in this example.
Example: Worksheet with Data Sorted in Ascending Order
Sorting Positions in Descending Order
1.
Select the slice defining the dimension you
wish to sort. The sorting buttons will be enabled on the toolbar.
Note: All the
positions within the selected dimension must be selected to sort.
2.
Click the Descending button in the
toolbar. All selected positions will be reordered with the highest cell value
appearing in the topmost cell, as in this example.
Example: Worksheet with Data Sorted in Descending Order
Change the Order of Sort Attributes for a Dimension
To change the order of sort attributes for a dimension:
1.
Right-click over the axis for the dimension
that contains the sort attributes you want to edit, and choose Select
Display and Sort Attributes from the quick menu.
Select display and sort attributes Menu Option
2.
On the dialog box that is displayed, the
Attributes to Sort By area contains all available sort attributes for the
dimension. They are either used (right side) or unused (left side).
Example of Tree Options Dialog Box
1.
If desired, click a sort attribute to
highlight it, and use the left or right arrow buttons to move the attribute to
the desired side of the screen.
2.
To reorder the elements on the list, drag
and drop the attribute upwards until its indicator is in the appropriate location.
3.
Attributes in the Sort Attributes list box
are reordered according to your actions. The order of attributes on this list
specifies the major to minor sorting scheme that the system applies to the
dimension each time the Sort or Resort command is invoked.
4.
Click OK.
Dimension Splitting
The RPAS Dimension Splitting features allow users to create,
view, and manipulate data using dynamic, ad-hoc attribute hierarchies. This is
achieved by building dynamic hierarchies where attribute values become
positions within a dimension. After a dynamic hierarchy is created, all
grid-type features such as editing, locking, and protection processing, are
fully functional (see “Adding a New Dynamic Attribute” for more information on
building and maintaining dynamic attribute hierarchies).
After a workbook is saved with a dimension split, the split is
retained for the lifetime of the workbook. You also have the ability to apply
saved splits in new workbooks, eliminating the need to redefine the split.
Note: Formatting
changes made to a split dimension are not saved to the formatting database.
The following is a summary of use cases that Dimension Splitting
supports:
§ At
any step in the workflow, the user splits a single dimension in a single
hierarchy using the DimensSion Splitting Dialog. Only one dimension can be
split in any hierarchy, though dimensions in many hierarchies may be split at a
given point in time. This is achieved through multiple invocations of the
Dimension Splitting Dialog, once for each hierarchy whose dimension is being
split.
Note: A hierarchy
can only be split once per workbook. If the hierarchy is split again, all
worksheets containing the old split will be re-split along the new split
definition. If the worksheet cannot support the new split, it will be unsplit
to the original hierarchy.
§ The
user is able to specify a split definition by picking one or more (a maximum of
four) attributes from a list of all splitting attributes for a given dimension.
Once such a split is defined, but not necessarily saved or catalogued,
the user is able to exercise the split computation and view it.
§ The
user is able to save a split definition to the domain catalogue without viewing
it.
§ The
user is able to view an existing (catalogued in the domain) split definition.
§ The
user is able to modify an existing (catalogued in the domain) split definition.
§ The
user is able to modify an existing split definition and save it as a new split
definition in the domain.
§ The
user is able to delete an existing split definition.
§ The
user is able to view an existing split.
§ The
user is able to save a split definition to the domain catalogue after viewing
the split.
Split a Dimension Based on an Attribute
Navigate:
Right-click the hierarchy tile or positions you want to split and select the Split
Dimension menu.
From this menu, you can view the Dimension Splitting dialog box.
Dimension Splitting Dialog Box
1.
The Select Dimension box defaults to
the dimension in which the user initiated the Dimension Splitting dialog. The Available
Splits and Split Definitions boxes will display values if attributes
have been defined that match the dimension to be split. If no values are
populated in the Available Splits or Split Definitions boxes,
there are no attributes defined that match the dimension selected to split. To
define an applicable attribute, select Open Attribute Definitions (see
“Adding a New Dynamic Attribute” for more information on building and
maintaining dynamic attribute hierarchies).
2.
From the Select Dimension box, you
may also change the dimension to split. If the dimension is modified, click Select
to populate the Available Splits and the Split Definition boxes.
If there are no values in the Available Splits and Split Definition
boxes, return to the previous step.
3.
The Available Splits box displays
split definitions that have been previously saved by the user in this or other
workbooks. You may apply a previously saved split definition to the current
worksheet. A single saved split can be applied from this dialog box using the
arrow keys to move the saved split(s) to the Attributes to be used in split
box. The Attributes to be used in split box will update to reflect the
attribute associated with the saved split selected by the user, rather than the
label of the saved split.
4.
The Split Definition box displays the
user’s attribute definitions that may be applied to the dimension to be split.
Single or multiple attributes can be applied from this window using the arrow
keys to move the attribute(s) to the Attributes to be used in split box. The
maximum number of attributes that a dimension can be split upon is 4.
5.
Select OK to view the data in the
worksheet along the split dimension.
6.
Once the split dimension can be viewed in
the worksheet, you may split another dimension along different hierarchy in the
same view. Right-click over a different hierarchy tile or positions in which
the split will apply, select the Split Dimension menu. See Step 1 to
continue.
Save a Split Dimension
Saved (or cataloged) split definitions allow the user to apply a
previously defined dimension split to a new workbook. A split is only saved
along a single dimension although the user may be viewing data using a
multi-dimension split (two attributes, each along different hierarchies).
1.
Once a dimension split has been applied to
the worksheet, you can save the split by right-clicking over the hierarchy tile
or positions in which the split applies and selecting the Save Current Split
menu.
2.
Enter the label for the saved split
definition and select OK.
3.
You can unsplit the dimension and re-apply
the saved dimension split or apply it once in a new workbook.
Note: It is not
necessary to save a split definition to view it. The user can simply create an
arbitrary split definition in the Split Definition box and view it
without saving.
If a saved (catalogued) split definition is changed but not
saved before the user moves to a different split definition or exits the
dialog, the user will be prompted to save or discard the changes to the
catalogued split definition.
If a saved (catalogued) split definition becomes invalid (but
not unusable) due to unavailability (deletion) of one or more of its defining
attributes, or unusable due to unavailability of all its defining attributes,
the user will see a message indicating the split is no longer valid.
Unsplit a Dimension
Once a dimension split has been applied to the worksheet, the
user can unsplit the dimension by right-clicking over the hierarchy tile or
positions in which the split applies and select the Unsplit Dimension
menu. The user may repeat this step to unsplit additional dimensions in the
worksheet.
Delete a Saved Dimension Split
1.
To delete a saved dimension split, the user
must first unsplit the dimension in which the saved dimension split applies.
2.
Right-click the hierarchy tile or positions
in which the saved dimension split applies and select the Split Dimension
menu.
3.
The Available Splits box displays the
split definitions that have been previously saved by the user in this or other
workbooks. Highlight the saved dimension split to be deleted and click Delete.
Repeat for additional saved splits.
Note:
This action permanently removes the saved split definition from the system,
preventing the split from being re-applied in the same workbook or new
workbooks that are built. No commit from the workbook is required for the
deletion to be made permanent.
Dynamic Position Maintenance
Dynamic Position Maintenance (DPM) enables users to dynamically
add or remove positions to a non-calendar dimension while working in a
workbook. These user-defined or ‘informal’ positions are updated in both the
domain and workbook hierarchies. Positions added by the user are referred to as
‘informal’ positions versus positions added during the hierarchy load process
are referred to as ‘formal’ positions. If/when the informal position is to be
made formal, the position’s name (label is not necessary for the update to
occur) must first be updated to reflect the correct position name that will be
loaded during the hierarchy load process. Prior to the hierarchy load, an
administrative utility is run against the environment to change the status of a
position from informal to formal (see the Oracle Retail Predictive
Application Server Administration Guide for the Classic Client for more
information on the updateDpmPositionStatus utility). This process will enable
the loading and purging of that position through the hierarchy load process and
will disable further DPM activities on the position.
Note:
Access to the DPM menus and dimensions that DPM functionality can be applied is
determined in the solution and workbook configuration (see the Oracle Retail
Predictive Application Server Configuration Tools User Guide for more
information on enabling DPM functionality).
DPM Restrictions
The following limitations for DPM exist:
§ The
DPM functionality is not supported for maintaining calendar dimensions. The
implications of adding new periods to an existing workbook or domain are not
trivial, since the rolling nature of calculations for measures such as stock
would mean that the data for those measures, and other measures that depend on
them, would be inconsistent.
§ In
a global domain environment, the DPM process cannot be used for maintaining
positions at or above the partition level. For example, if a global domain is
partitioned by ‘department’ that rolls up to ‘division’, users will not be able
to use DPM functionality to add informal departments or divisions.
§ In
a global domain environment, the DPM process cannot be initiated from workbooks
in the master domain.
§ Positions
from alternate hierarchies that are not already in the workbook cannot be
imported into the workbook to be used as parents for new DPM positions.
Note:
Additional restrictions prevent dynamic hierarchies (either domain modified
dimensions or workbook only dimensions) from being DPM enabled. These
restrictions are implemented via the Oracle Retail Predictive Application
Server Configuration Tools and prevent those dimensions from being DPM enabled
in the domain. See the Oracle Retail Predictive Application Server
Configuration Tools User Guide for additional details.
Add a New Position to the Hierarchy
1.
Right-click the hierarchy tile of the
hierarchy that you want to add a position to and select Position Maintenance
and then Add Position.
Or, right-click an existing position that is similar to the
new position you want to add. Select the Position Maintenance and then Add
position like….
Note: If there is
a highlighted position in the axis, then that position will be the “like”
position instead of the right-clicked position. If there is more than one
highlighted position in the axis, then the Add Position option does not
suggest a “like” position. If the selected position is not a base position,
then the Add Position option displays “Add position to” instead of “Add
position like.”
Right-Click Menu Showing Maintain Positions Option
The Add Informal Position dialog box appears.
Add Informal Position Dialog Box
If you right-clicked a position, then the Add Informal Position
dialog prepopulates the fields from that position’s data. If the position was a
base position, then all the fields are populated with existing positions;
otherwise only the fields for that position’s branch are populated with
existing positions. Any DPM enabled fields that are not prepopulated with
existing positions are instead prepopulated with generated names and labels for
new informal positions. Base positions always have a generated name and label,
which you can change as desired.
If a parent position is selected, then the menu command is Add
position to <parent pos name>, and the Add Informal Position dialog
box prepopulates only the branch for that parent. This differs from selecting a
”like” position because it does not fill all the writable fields with existing
positions. The fields that are not filled with existing positions are filled
with generated names and labels if the dimension is DPM-enabled.
The structure for the selected hierarchy, with the lowest child
dimension displayed at the top, appears. A writable (non-gray) field next to a
dimension indicates that an informal position may be added to the dimension.
The folder icon next to a dimension indicates that the user can select an
existing position in the hierarchy to associate as a parent of a newly added
position.
All dimensions along the main branch of the hierarchy and the
alternate branches must be populated with a position value before the user is
able to save and view the new informal positions in the workbook. For the
dimensions that are not writable and do not include a folder icon, the position
will be automatically populated based on the immediate child position selected.
Note: If DPM is
enabled in the configuration and domain, you can create informal positions for
workbooks that are based above the domain’s base intersection. For these
positions, RPAS populates the position’s children with dummy positions. For
example, you can create informal subclasses in a workbook that only goes to the
subclass level while the domain goes to the style-color level. All lower level
positions between subclass and style-color will be dummy positions.
If there are alternate branches off those child positions that
are not in the workbook, if they are DPM-enabled, RPAS generates dummy
positions for those as well. If they are not DPM-enabled, the first existing
formal position is selected. The position that is selected is
non-deterministic.
2.
Select the dimension to have a new position
added (from the writable fields).
3.
Enter the new position label. The position
label is the description of the position that the user sees in the RPAS Classic
Client. As you begin to type in the value for the position label, the Position
Description dialog box appears.
Example of Position Description Dialog Box
4.
Enter the new position name. The position
name is the RPAS internal identifier associated with the position label. Select
OK to add the position.
Note:
With exception to underscores, no non-alphanumeric characters can be used in
position names. Only alpha-numeric characters can be used. In addition, the
position name cannot contain white spaces.
Position names that vary only by capitalization are considered
to be the same position name. For instance, leatherloafer and LeatherLoafer are
considered the same name.
5.
After adding a new position in the Dynamic
Position Maintenance window, add new positions for other writable dimensions,
or use the folder icon to view the available formal or informal positions
in the other selected dimensions that may be defined as a parent or child of
the new positions.
Example of Dynamic Positions Maintenance Dialog Box
6.
After the hierarchy is fully populated with
position values, click OK or Apply to add the new informal
positions to the hierarchy.
§ Select
OK to apply the modifications and exit out of the Dynamic Position
Maintenance window.
§ Select
Apply to remain in the Dynamic Position Maintenance dialog box, if
additional modifications to the positions are required.
§ Select
Cancel to close the Dynamic Position Maintenance window, ignoring the
user’s position changes.
You can now view the newly added positions in the workbook. All
informal positions in the workbook appear in blue.
Example of New Informal Positions in Workbook
Note: When dynamic
hierarchies are DPM enabled, it is possible for the dynamic position created to
be displayed as informal in one workbook but formal in another workbook.
The reason is the position status of whether it is formal or informal is
based on the positions in the workbook and not based on the status stored in
the domain like other DPM positions. The position information is built
from measures which don’t maintain the position status. If all children
of a position are informal, the position will be informal. If any
children are formal, the position will be formal.
Note: If the
active view has a PQD and the Automatically Evaluate Position Queries option is
enabled, the newly created position may not appear in the view if its default
value is set to false.
Modify an Informal Position
After informal positions are added to the hierarchy, the DPM
process allows you to:
§ Change
the parent of an informal position to another formal or informal parent.
§ Update
the position name and position label.
Note: Only
informal positions can be modified using the DPM feature. The Modify menu will
not be visible if there are no informal positions in the workbook.
Locked positions cannot be modified.
1.
Right-click the hierarchy tile of the
hierarchy that contains the informal position you want to modify. Or,
right-click the informal position that you want to modify.
2.
Select Position Maintenance and then Modify
position …
Right-Click Menu Showing Modify Positions Option
Note: If there is
a highlighted position in the axis, then that position is modified instead of
the right-clicked position. If there is more than one highlighted position in
the axis or a formal position is selected, then the Modify Informal Position
dialog is displayed where you can select which position to modify.
3.
If you selected a hierarchy tile, multiple
positions, or a formal position, the Modify Informal Position dialog box
appears. Select the informal position to modify and click OK.
Modify Informal Position Dialog Box
A new Modify Informal Position dialog box appears with that
informal position’s data populated in the fields. If you right-clicked the informal
position you want to modify, you are taken directly to this dialog box.
The dialog displays the selected informal position and its parent
positions (no child positions below the selected informal positions are
displayed).
Modify Informal Position Dialog Box
4.
To modify the position label of any informal
position or to create a new informal parent position, double-click the position
field. The Position Description dialog box appears.
Position Description Dialog Box
The Create new position option is available for
parent positions. If unchecked, the name and label of the parent position will
be changed. If checked, a new parent position will be created with the name and
label. If the name of an existing position is entered, that existing position will
be used (this functionality is the same as if it was selected from the folder
button). You cannot create a new position with the same name as an
existing position. Therefore, if the name is an existing position and the
Create new position is checked, then the OK button is disabled.
Note: The
validation for names in use within the Position Description dialog is performed
only against the positions included in the client. Validation against the full
set of positions within the domain or within the set of integrated domains when
working with a RPAS Data Mart will be performed when the create position action
is performed using the OK button. If the new position name is in use in the
domain or RPAS Data Mart, the position will not be created and an error message
will be returned.
If you have added a new parent position with the Create
new position check box, you cannot create another new position along the
same branch, and you cannot set the parent (or ancestor) of the new position to
also be a new position.
5.
When you have completed the modifications,
select OK or Apply to add the new informal positions to the hierarchy.
§ Select
OK to exit the Modify Informal Position dialog box.
§ Select
Apply to remain in the Modify Informal Position dialog box and make
additional modifications to the positions are required.
§ Select
Cancel to close the Modify Informal Position dialog box, ignoring any
position changes.
Delete an Informal Position
After informal positions are added to the hierarchy the DPM
process allows you to delete an informal position and all child positions to
which the informal position is a parent.
Note:
Only informal positions can be deleted using the DPM feature.
The Delete menu is not visible if there are no informal positions in the
workbook.
If a workbook was built where only informal positions were
selected for a hierarchy, the last informal position cannot be deleted. If
there is only one position, the Delete menu does not appear. If there are
multiple positions and they are all selected, the operation is canceled and an
error message is displayed.
Locked positions cannot be deleted.
1.
Right-click the hierarchy tile of the
hierarchy that contains the informal position you want to delete. Or,
right-click the informal position that you want to delete and select Position
Maintenance and then Delete positions…
Note: If there is
a highlighted position in the axis, then that position is deleted instead of
the right-clicked position. If there is more than one highlighted position in
the axis or a formal position is selected, then the Delete Informal Positions
dialog appears where you can select which positions to delete.
Right-Click Menu Showing Delete Positions
2.
The Delete Informal Positions dialog box
appears. Any selected informal positions on the axis are preselected in this
dialog. Select one or more informal positions to delete and click OK.
Delete Informal Positions Dialog Box
If there are no children positions associated with the selected
informal position, the deletion is immediate and cannot be undone. If the
selected informal position has child positions associated with it, a warning
message appears to inform you that the positions will be deleted.
Delete Informal Positions with Children Dialog Box
3.
Select OK to continue the deletion,
or click Cancel to abort.
Note: Deletion is
permanent and cannot be undone.
Position Images
The ability to view images associated with specific positions is
critical for assortment planning and may also be useful for other activities
such as store planning. As part of the system configuration process, a workbook
and specific dimensions for any non-calendar hierarchy may be enabled for image
display. When image display is enabled, the user may:
§ View
an image associated with a chosen position.
§ Compare
images associated with two or more positions.
§ Scroll
through images of positions visible on the grid without having to bring up
image displays for each of those positions individually.
§ If
permitted by the template, save, replace or remove the image associated with a
chosen position.
Associating an Image with a Position
If the template for the current workbook is enabled for image
modification, you can associate an image with any position at the Subclass,
Grandparent, Parent, or Item level .
1.
Right-click on the position in a worksheet
for which you want to associate an image, and select the Display Picture
menu item.
Selecting Display Picture
2.
In the Image Display Dialog window, click
the Open button 
in the Details pane and browse to the image
file you wish to associate with position. Click OK.
Image Display Dialog Window
Note: RPAS stores
the path to the selected image. Images must be stored independently from RPAS.
The user should browse to images stored on a local computer, an image file
server, or other content management system.
3.
Click the Save button 
to
associate the selected image with the position, or the Undo button 
to undo the image selection.
4.
To add an image for another item,use the
arrow buttons 
to scroll to that item.
5.
Click Close.
6.
Commit the workbook to make image path
changes permanent; if you do not commit the workbook, the image path will only
be valid in the current workbook.
Viewing Images
1.
Right-click on the position in a worksheet
for which you want to view an image. If the dimension is image-enabled, you can
select the Display Picture menu item.
Selecting Display Picture
2.
If an image is associated with the selected
position, it will be displayed in the upper pane of the Image Display Dialog
window. On this window, you may:
§ Use
the Zoom In button 
and the Zoom Out button 
to more closely examine the image.
§ View
the hierarchy position of the selected position the Details pane.
Note: To view the
image associated with a different position in the worksheet, right-click on the
different position and select the Display Picture menu item to view
multiple images at once.
3.
Click Close.
Modifying the Image Path
Navigate:
Right-click on a position in a worksheet and select Display Picture.
If the template for the current workbook is writing-enabled, you
can change the image path to a new location on your local machine. Modifying
the image path is useful if you have either moved the image file to a new
location, or if you want to associate a new image with the selected position.
1.
In the Image Display Dialog window,
click the Open button in the Details pane and browse to the new
location of the desired image file. Click OK.
2.
Click the Save button to associate
the selected image with the position, or the Undo button to undo the
image selection.
3.
Click Close.
4.
Commit the workbook to make image path
changes permanent; if you do not commit the workbook, the modified image path
will only be valid in the current workbook.
Disassociating Images from Positions
Navigate:
Right-click on a position in a worksheet and select Display Picture.
If you no longer want an image to be associated with a position,
you have the ability to delete the image path from that position.
1.
In the Image Display Dialog window,
click the Delete button 
to remove the image path to the currently
associate image.
2.
Click Close.
3.
Commit the workbook to make image path
changes permanent; if you do not commit the workbook, the image path will only
be disassociated from the selected position in the current workbook.
Locking and Unlocking
In addition to read-only workbooks and measures, the Oracle
Retail Predictive Application Server Classic Client also provides a locking
function in order to protect information. The locking function can be performed
on cells, measures, and positions.
§ Cell
locking is available on any editable cell and invokes protection processing.
§ Measure
locking is available on any measure and invokes protection processing.
§ Position
locking is available on non-calendar hierarchies and does not invoke protection
processing.
Note:
Locks are not recognized when performing operations such as custom menus
and refresh. Locks are only observed when performing a workbook calculation.
Cell Locking and Unlocking
The cell locking feature allows you to lock one or more editable
cells in the grid. When a grid cell is locked, calculations performed as a
result of data manipulations do not affect the locked data values. This
functionality allows you examine various what-if" scenarios to determine
the best course of action for planning or forecasting.
The locked status of a cell is indicated by the presence of a
picture of a lock in the cell’s left portion. Once an eligible cell is locked,
the system determines whether the remaining grid cells are eligible or
ineligible to be locked. If a cell becomes ineligible to be locked, the
right-click menu associated with that cell will not contain the Lock option.
Furthermore, any read/write cells that become ineligible for locking are made
read-only.
You may choose to lock a data cell at any time to protect that
cell from forced recalculations due to data manipulations elsewhere in the
worksheet. For example, you may want to see the effect of a change to Sales
Value on Inventory levels without forcing a change to Receipts. Another example
would be to change Sales Value at an aggregate level (such as Month) and spread
the result to only three of the four weeks that comprise that month. In this
case, you could effectively hold the second week’s Sales Value constant while
spreading the aggregate-level increase among the remaining three weeks.
Note: All cells that belong to a measure with
aggregation type AMBG or AMBGP and represent values at an intersection higher
than the base intersection cannot be locked. The Lock Cell menu item
obtained on the right click menu will not be available for such cells.
Examples of Cell Locking
The following sections describe two typical examples of cell
locking usage.
Example 1: Using Cell Locking to Affect Spreading/Aggregation
Suppose you want to change a sales value at an aggregate level
(for instance, Month) and spread this result to three out of four underlying
cells while holding the fourth constituent cell value constant. Without the use
of the cell locking feature, a change that is made to the Month-level cell will
force a recalculation of all underlying Week-level cells that roll up into that
month. The cell locking feature allows you to hold the value of one week
constant while spreading the effects of the aggregate-level change to the
remaining three weeks.
In the following example, suppose you want to change the
Quarterly value for the SKU 102 from 14032 to 18000 while holding the value in
the first business day of December at 4650. Right-click in the cell that
contains the Quarterly value for the SKU 102 in the first business day of December.
Select Lock Cell from the resulting pop-up menu. A padlock icon 
will now appear in the locked cell.
Example Worksheet
Select Lock Cell
Edit the Quarterly-level sales value for December. After the
recalculation occurs, note that day 2’s sales value remains unchanged. The
additional aggregate sales value of 3977 is spread among the remaining three
weeks according to those weeks’ original contribution to the month’s total. In
this case, the Weekly Sales measure was configured with the Spread Method set
to Proportional.
The Additional Aggregate Sales
Value
Example 2: Evaluating the Effect of a Change to One Measure
Value on Another Measure Value without Forcing Changes to any Other Measures
that would normally be affected during the Recalculation Process.
You may want to examine the effect of a change to Sales Value on
inventory levels without forcing a change to the Receipts value.
A change to the Sales Value results in the recalculation of the
following equation:
End of Period (EOP) Inventory = Beginning of Period (BOP)
Inventory + Receiving – Sales – Markdown – Shrinkage
When this expression is recalculated under normal circumstances
(when cell locking is not implemented), EOP and BOP are held constant.
Therefore, a change to Sales Value normally forces a recalculation of the
Receiving value, Markdown value, and Shrinkage value. The Financial Plan
example demonstrates the effect of a change to Sales Value without using the
cell locking functionality.
Financial Plan Example
For 12/2/2013, the Sales value is changed from 900.00 to 630.00.
The Markdown value and Shrinkage value are recalculated based on the new Sales
value. EOP and BOP are held constant, and a change is forced to the projected
receiving.
Change is Forced to Projected
Receiving
Since EOP Inventory remains the same, there is no effect of the
Sales Value change on subsequent weeks of data.
The same operation is performed from the original state of the
worksheet, but this time the cell locking feature is used to hold constant the
projected receiving value.
Use the Cell Locking Features
When projected receipts are locked, the decrease in Sales Value
must be reflected in a change (increase) to EOP Inventory. When the EOP
Inventory changes, this effect is propagated to subsequent days because the EOP
Inventory value for 12/2/2013 becomes the BOP Inventory value for 12/3/2013.
The Decrease in Sales Value
Locking a Grid Cell
To lock a grid cell:
1.
Right-click in the cell you want to lock.
2.
Select Lock Cell from the pop-up menu.
A picture of a lock displays in the
cell to indicate that the cell’s status is locked. When recalculations of grid
values are performed, the locked cell’s value will be held constant, which
means that data manipulations that would normally force a change to the locked
cell’s value will now result in no change to the locked data.
Note: If the Lock
option is not displayed on a particular cell’s right-click menu, that cell is
ineligible to be locked. This condition occurs as a result of the placement of
other locks elsewhere in the worksheet. Cells that exist at a different
hierarchical level than a locked cell may be ineligible for locking if they
exist along a different path of aggregation.
Unlocking a Single Grid Cell
To unlock a single grid cell:
1.
Right-click in the cell you want to unlock.
2.
Select Unlock Cell from the pop-up
menu.
Unlocking all Currently Locked Grid Cells
To unlock all currently locked grid cells:
1.
Right-click any grid cell.
2.
Select Unlock All Cells from the
pop-up menu.
Measure Locking
The Measure Locking feature allows you to simultaneously lock all
of the cells that are associated with a given measure in a worksheet. As with
individual cell locking, the locked status of each cell in the measure is
indicated by the lock picture in each cell’s left portion. A locked measure is
also indicated by the appearance of the lock image in the axis header for that
measure.
Locking a Worksheet Measure
To lock a worksheet measure:
1.
Right-click over the axis label for the
measure you want to lock.
2.
On the quick menu, select the Lock
Measure option.
Elapsed Time Locking and Refreshing
Elapsed time periods correspond to past time periods along the
time horizon. Measure data over such periods typically corresponds to “actual”
values and should not change during workbook calculations.
At the time of the initial workbook build, rules may be present
to properly set the elapsed time threshold. Upon opening the workbook, cell
values that meet the elapsed time lock criteria will be read-only. These cell
values will only be affected by incremental calculations, i.e., calculations
resulting from user edits. Incremental calculations will not be honored during
refreshes, commits, or custom menu executions. However, a workbook may
also be configured to automatically refresh the elapsed time threshold through
the execution of refresh or calc rule groups. When the user executes the
refresh or calculation rule group, if the elapsed time has changed since the
workbook was built or the last refresh of the elapsed time lock, the user will
see the elapsed time locks update.
Position Locking
Position Locking allows you to lock all measures in the workbook
along one or more positions of non-Calendar hierarchies. Cells along unlocked
positions will still be editable and can also change as a result of
calculations.
This feature is particularly useful in planning scenarios where a
planner plans for specific stores or classes at the lowest level of granularity
and then plans the rest of the stores or classes at aggregate levels. For
example, in a particular region, a retailer may have 20 stores, of which 3 have
special characteristics that require them to be planned individually. However,
when planning these stores, the planner wants to observe the effect of their
plans on the whole region. In this case, the planner would build a workbook
with all 20 stores and then plan each of these stores at the store level, at
times rolling up to higher levels to analyze the impact of the store’s plan at
the aggregate level. Once the low level planning of these stores has been done,
the planner would want to plan the remaining 17 stores at the region level;
however, unless the plans for these 3 stores are somehow protected or locked
away, the planner would not be able to ensure that the region level changes will
not spread down and change any of their store level plans. To make this
possible, the planner would use position locking to lock the 3 stores. The
planner would then roll up to the region level and plan the region, knowing
that spreading and measure rules will not change the values of the locked
stores.
Once a position has been locked, an icon () will appear next to
it in the tree, and all cells for the locked position will become read-only.
These cell values will not be affected by incremental calculations, i.e.,
calculations resulting from user edits. However, these cell values may still be
changed as the result of a refresh or a custom menu execution. This behavior
can be prevented by using the positionLocked function in the RPAS Configuration
Tools; for more information, please refer to the Oracle Retail Predictive
Application Server Configuration Tools User Guide.
If an aggregate level position is locked, all lower level
positions that roll up to the locked position will also be locked. If any of the
lower level positions is unlocked, its parent positions will automatically be
unlocked. Higher level positions and positions at the same level will remain
editable. Furthermore, if there are any pending edits in the workbook, you will
be prompted to either calculate or discard these edits before being able to
lock the position.
Because DPM positions would conflict with the read-only state of
locked positions, they cannot be added beneath a locked position. However,
extant DPM positions are able to be position locked, after which they will no
longer be able to be modified or deleted. After position locking has occurred,
any new measures inserted into the workbook will be automatically locked along
the locked position. Once the workbook has been saved, the status of locked
positions will persist across workbook openings.
Note: Position
locking is not allowed along the Calendar or Measure hierarchies, nor is it
allowed along dimension splitting-generated hierarchies. Additionally, the ALL
position cannot be locked; however it can be used to unlock all positions along
the hierarchy.
Position Locking and Cell Locking
Because explicit cell locking invokes measure protection
processing and position locking does not, a cell can only be cell locked or
position locked, but not both. If any cells within a locked position have
previously been explicitly cell locked, they will lose their cell lock status
and be converted to position locked cells. You will be prompted to either
confirm or cancel this action; a cancellation will abort the entire position
locking action. A confirmation will continue the position locking process, and
all cells within the locked position will no longer be available for cell
locking.
Note: If a
position lock is removed, cells that had previously been cell-locked will not
automatically revert back to its prior state.
Position Locking and Measure Locking
Because position locks cannot be applied along the Measure
hierarchy, and the Measure hierarchy is independent of other types of
hierarchies that can be position locked, position locking is independent of
measure locking. It is possible for cells to be affected by both types of
locks, and the removal of one type of lock will not remove of the other from
these cells.
Position Locking and Elapsed Time Locking
Because position locks cannot be applied along the Calendar
hierarchy, and the Calendar hierarchy is independent of other types of
hierarchies that can be position locked, position locking is independent of
elapsed time locking. It is possible for cells to be affected by both types of
locks, and the removal of one type of lock will not remove of the other from
these cells.
Locking Positions
1.
Select one or more positions along a
particular dimension.
2.
Right-click and select “Lock positions”. The
selected positions will now be locked along all measures in the workbook.
Unlocking Positions
1.
Select one or more locked positions you wish
to unlock.
2.
Right-click and select “Unlock positions”.
The selected positions will now be unlocked, along with its parent position (if
any); this is because in order for a parent position to be locked, all its
child positions must also be locked.
Change the Format of a Grid
There are several ways to format the display of axes within your
worksheet grid:
§ You
can modify the text color, fill color, and text font in your worksheet axes
§ Toggle
the display of connector lines
§ Specify
whether or not a shading scheme is used to differentiate dimensions in your worksheet’s
outline view.
Change the Text Color, Fill Color, or Font for Worksheet Axes
To change the text color, fill color, or font for worksheet axes:
Navigate: From the
Format menu, select Axis.
Format Options - Axis Tab
1.
In the Apply To Axis section, choose
the axis that you want to apply the new format to: Row, Column, Slice, or All.
2.
From Formatting Options, choose the feature
that you want to modify: Text Color, Fill Color, or Font.
3.
Make the necessary changes on the Color or
Font dialog box, and click OK.
4.
To apply the changes to the worksheet
without closing the dialog box, click Apply.
5.
To accept the changes and close the Format
Options dialog, click OK.
Show/Hide Connector Lines in Grid Axes (Outline View)
To show/hide connector lines in grid axes:
Note:
Connector lines are only displayed when an axis is viewed in outline mode.
Navigate: From the
Format menu, select Axis.
Format Options - Axis Tab
1.
In the Apply To Axis section, choose the
axis that you want to apply the new format to. The Show Connector Lines
option can only be applied to one axis at a time (Row, Column, or Slice).
2.
From Axis Options, select the Show
Connector Lines check box to display lines. Clear this check box to remove
the lines.
3.
To apply the change to the worksheet without
closing the dialog box, click Apply.
4.
To accept the change and close the Format
Options dialog, click OK.
Specify a Shading Scheme to Differentiate Dimensions (Outline View)
Note: This
option only has an effect when you are viewing an axis in outline mode. A
shading scheme to differentiate dimensions will override any selection made
regarding the specified color for read/write cells.
Navigate: From the
Format menu, select Axis.
Format Options - Axis Tab
1.
In the Apply To Axis section, choose the
axis to which to apply the shading scheme. The Shade Colors By Dimension
option can only be applied to one axis at a time (Row, Column, or Slice).
2.
From Axis Options, select the Shade
Colors By Dimension check box to use the shading scheme. Regardless of
dimension, clear this check box to display all cells of a given measure in the
same manner.
3.
To apply the change to the worksheet without
closing the dialog box, click Apply.
4.
To accept the change and close the Format
Options dialog, click OK.
Specify the Appearance of Attribute Labels in the Axis Display
To specify the appearance of attribute labels in the axis
display:
Note: This
option turns on or off the display of attribute labels, and it is only applied
to the Row Axis and the Column Axis. To turn on the display of position
attribute values, right-click over the desired axis, and choose Select
Display and Sort Attributes from the menu.
Navigate: From the
Format menu, select Axis.
Format Options - Axis Tab
1.
In the Apply to Axis section, choose
either the row axis or the column axis.
2.
From the Axis Options, check the Show
Attribute Labels option to display labels.
3.
Clear the option to turn off the display.
4.
To apply the change to the worksheet without
closing the dialog box, click Apply, or to accept the change and close
the Format Options dialog, click OK.
Format Grid Components
Change the Background Color of the Grid Display
Follow this procedure to modify the color of the grid background.
The grid background is the portion of the window behind the data grid,
hierarchy tiles, and axes.
Navigate: From the
Format menu, select Application.
Format Options - Application Tab
1.
Under Color Options, click Grid
Background Color.
Color Options
2.
Make a color selection for the grid
background.
3.
Click OK.
4.
To apply the change to the worksheet without
closing the dialog box, click Apply, or to accept the change and close
the Format Options dialog, click OK.
Format the Display of Grid Lines
Follow these procedures to specify the appearance of grid lines
in your worksheet. You can turn on or off the display of horizontal and
vertical grid lines. If grid lines are displayed, you can specify their color.
Change the Color of Grid Lines in your Worksheet
To change the color of grid lines in your worksheet:
Navigate:
From the Format menu, select Grid.
Formatting Options - Grid Tab
1.
From Formatting Options, click Line Color
within Grid.
2.
Make a color selection for your worksheet
grid lines.
3.
Click OK.
4.
Click Apply to apply the change to
the worksheet without closing the dialog box, or click OK to accept the
change and close the Format Options dialog.
Turn On/Off the Display of Horizontal or Vertical Grid Lines in your
Worksheet
To turn on/off the display of horizontal or vertical grid lines
in your worksheet:
Navigate: From the
Format menu, select Grid.
1.
From Grid Options, select Show Horizontal
Grid Lines and/or Show Vertical Grid Lines check boxes to turn on
the display of grid lines. Clear these check boxes to turn off the display of
grid lines.
2.
Click Apply to apply the change to
the worksheet without closing the dialog box, or click OK to accept the
change and close the Format Options dialog.
Turn On/Off the Display of Hierarchy Tiles
To turn on/off the display of hierarchy tiles:
Navigate: From the
Format menu, select Grid.
1.
From Grid Options, select the Show
Hierarchy Tiles check box to turn on the display of hierarchy tiles. Clear
this check box to hide the display of hierarchy tiles.
2.
Click Apply to apply the change to
the worksheet without closing the dialog box, or click OK to accept the
change and close the Format Options dialog.
Specify a Value to Appear in Ambiguous Type Cells
Follow this procedure to specify the string to be displayed in an
aggregate-level cell when it is not clear how the system should aggregate
certain data values. This string indicates the presence of lower level data
that cannot be displayed at a particular level of aggregation. For example,
pick list-type data at the SKU level would aggregate ambiguously if different
SKUs in the same Style contained different pick list values. Here, you can
specify what the system should display in a Style-level cell.
Navigate: From the
Format menu, select Grid.
1.
From Grid Options, enter a string in the Ambiguous
Type (for example, Ambig) field that should appear in all worksheet cells
containing data that aggregates ambiguously.
2.
To apply the change to the worksheet without
closing the dialog box, click Apply, or to accept the change and close
the Format Options dialog, click OK.
Change the Format of a Measure
You can modify the text color, fill color, and text font of a
measure’s cells and label. You can also specify the alignment, border style,
and border color for the grid cells that are associated with a measure.
Format the Display of Text and Borders for Measure Cells and Labels
To format the display of text and borders for measure cells and
labels:
Navigate: From the
Format menu, select Measure.
Format Options - Measures Tab
1.
In the Measure area, select all
measures that contain the labels or cells that you want to reformat.
2.
Select an Apply To option (Cells,
Labels, or Both).
3.
Select a Formatting Option (Text Color, Fill
Color, Font, Alignment, Border Style, or Border Color).
4.
Make the necessary formatting changes in the
dialog box you selected, and click OK.
5.
Click Apply to apply the changes to
the worksheet without closing the dialog box, or click OK to accept the
changes and close the Format Options dialog.
Set Application-Wide Formatting Options
You can set application-wide formatting options for all workbooks
viewed in the Oracle Retail Predictive Solutions. These formatting options
include:
§ The
grid display background color.
§ The
color for both read-only and read/write worksheet cells.
§ The
appearance of toolbar button text.
§ The
appearance of the flow control tabs.
Enable/Disable the Display of the Toolbar Button Text
Use this procedure to toggle the display of toolbar button names.
When button text is turned on, the toolbar buttons appear large and include the
button name/function. When button text is turned off, the buttons appear small
and contain no text.
1.
From the Format menu, select Application.
2.
In the Application Options area, select Show
Button Text.
3.
Click Apply to apply the change to
the worksheet without closing the dialog box, or click OK to accept the
change and close the Format Options dialog.
Set the Display Color for Read-Only and Read/Write Cells
To set the display color for read-only and read/write cells:
Navigate: From the
Format menu, select Application.
1.
In the Color Options area, click
either Read Only Color or Read/Write Color to produce a color
palette for the selected cell type.
2.
Make a color selection from the color
palette, and click OK.
3.
To apply the change to the worksheet without
closing the dialog box, click Apply, or to accept the change and close
the Format Options dialog, click OK.
Note:
The Read/Write Color selection will be overridden if the Shade Colors
By Dimension option on the Format – Axis tab is selected. Dimension
shading (if toggled on) overrides any read/write color selection, but it does
not override the read only color selection. If your read/write color selection
does not appear to be recognized by the system, try toggling off the Shade
Colors By Dimension option on the Format – Axis tab.
Enable/Disable the Display of the Flow Control Tabs
Navigate: From the
Format menu, select Application.
1.
In the Application Options area,
check the Show Tab Control option to turn on the tab control display.
Clear this option to turn off the display.
2.
Click Apply to apply the change to
the worksheet without closing the dialog box, or click OK to accept the
change and close the Format Options dialog.
Specify Options for Deferred Calculations
You can specify various formatting options for the deferred
calculation feature. Specifically, you can enable the display of a distinctive
background color for worksheet cells where a deferred calculation is pending.
You can also enable or disable the appearance of a warning dialog that appears
when you have a populated queue of deferred data changes that must be submitted
before you perform another server action.
Change the Format of Exception Values for a Measure
You can specify the formatting for exceptions or data values that
fall outside of an acceptable range that you define. Formatting options are
only available for numeric measures.
Navigate:
From the Format menu, select Exceptions.
Format Options - Exceptions Tab
1.
In the Measure area, select a measure
that has exceptions that you want to modify.
2.
In the Minimum field, type a
threshold value for the low end of the measure’s acceptable range.
3.
Select a formatting option for displaying
values that fall below the low threshold (Text Color, Fill Color,
or Font).
4.
Make any formatting changes in the dialog
box that you selected, and click OK.
5.
In the Maximum field, type a
threshold value for the high end of the measure’s acceptable range.
6.
Select a formatting option for displaying
values that exceed the high threshold (Text Color, Fill Color, or
Font).
7.
Make any formatting changes in the dialog
box that you selected, and click OK.
8.
Select Enable Exception Display to
turn on the display of the exception formats you selected. If this options is
not selected, the exceptions will not be formatted in the grid, but the system
will save your exception formatting selections, which can be enabled as needed.
9.
To apply the changes to the worksheet
without closing the dialog box, click Apply, or to accept the changes
and close the Format Options dialog, click OK.
Enable/Disable the Display of a Deferred Calculation Warning Prompt
Use this procedure to turn on or off the deferred calculation
warning prompt. This message displays when you have a populated queue of data
changes that must be submitted or canceled before you perform another server
action. The system must deal with a populated queue before the server can be
called for another reason, such as maximizing a currently minimized worksheet.
When the warning message is turned on, a dialog will display before the data
changes are sent to the server. This allows you to cancel the action if
desired.
Navigate:
From the Format menu, select Application.
Format Options - Application Tab
1.
In the Application Options area,
select Prompt for Deferred Calculations to enable the display of the
warning prompt. If this option is left unchecked, queued data changes will be
automatically sent to the server when you choose to perform another
server-intensive action.
2.
To apply the change to the worksheet without
closing the dialog box, click Apply, or to accept the change and close
the Format Options dialog, click OK.
Enable/Disable the Display of the Flow Control Tab
Navigate: From the
Format menu, select Application.
1.
In the Application Options area,
select the Show Tab Control option to turn on the tab control display.
Clear this option to turn off the display.
2.
Click Apply to apply the change to
the worksheet without closing the dialog box, or click OK to accept the
change and close the Format Options dialog.
Enable/Disable Synchronized Page Scrolling
Navigate: From the
Format menu, select Workbook.
Format Options – Workbook Tab
Select Enable Synchronized Page Scrolling to enable the synchronized
scrolling feature. Clear this option to disable the feature and support
independent slice scrolling among the windows.
Enable/Disable the Display of the Selected Deferred Calculation Color
To enable/disable the display of the selected deferred calculation
color:
Navigate: From the
Format menu, select Application.
1.
In the Application Options area,
check the Show Deferred Calculation Color checkbox to display a distinct
background color in cells where a deferred calculation is pending. Clear this checkbox
to disable the color display.
2.
To apply the change to the worksheet without
closing the dialog box, Click Apply., to accept the change and close the
Format Options dialog, click OK.
Set the Display Color for Read-Only and Read/Write Cells
To set the display color for read-only and read/write cells:
Navigate:
From the Format menu, select Application.
1.
In the Color Options area, click
either Read Only Color or Read/Write Color to produce a color
palette for the selected cell type.
2.
Make a color selection from the color
palette, and click OK.
3.
To apply the change to the worksheet without
closing the dialog box, click Apply, or to accept the change and close
the Format Options dialog, click OK.
Note: The Read/Write
Color selection will be overridden if the Shade Colors By Dimension
option on the Format – Axis tab is selected. Dimension shading (if
toggled on) overrides any read/write color selection, but it does not override
the read only color selection. If your read/write color selection does not
appear to be recognized by the system, try toggling off the Shade Colors By
Dimension option on the Format – Axis tab.
Specify a Deferred Calculation Color
Follow the procedure below to specify a particular background
color for worksheet cells where a deferred calculation is pending.
Note: If enabled,
the Deferred Calculation Color overrides the Read/Write Color
selection for a cell.
Navigate: From the
Format menu, select Application.
1.
In the Color Options area, click Deferred
Calculation Color.
2.
Make a color selection for cells where a
deferred calculation is pending, and click OK.
3.
Click Apply to apply the change to
the worksheet without closing the dialog box, or click OK to accept the
change and close the Format Options dialog.
Specify Type-Based Formatting Options for Measures
Follow these procedures to specify formatting options (for
instance, decimal precision, separator, and spin increment) for floating point
type, integer type, and string type measures.
Specify Formatting Options for a Floating Point Type Measure
To specify formatting options for a floating point type measure:
Navigate: From the
Format menu, select Types.
Format Options - Types Tab
1.
In the Measure Types area, click the Floating
Point radio button. Your choice here populates the Measure portion of the
dialog with a list of all floating point measures that are currently in the
worksheet. You can also retain the default type selection, All, to list
all available measures in the worksheet.
2.
In the Measure area, select the
measure that you want to format.
3.
If desired, enter values for the prefix,
suffix, and/or scale factor for cells that are associated with your selected
measure.
4.
Enter a value in the Precision field
to indicate the number of digits to be displayed to the right of the decimal.
5.
Select Use Separator to specify the
use of a separator (comma) between every three digits.
6.
Click Apply to apply the changes to
the worksheet without closing the dialog box, or click OK to accept the
changes and close the Format Options dialog.
Specify Formatting Options for an Integer Type Measure
To specify formatting options for an integer type measure:
Navigate: From the
Format menu, select Types.
1.
In the Measure area, click the
measure that you want to format.
2.
Select Use Spin Button to display up
and down arrows in the measure’s cells that allow you to increase or decrease
the cell’s value. Leave this option cleared to require direct entry of new data
values.
3.
If Use Spin Button is selected, click
the arrows in the Increment Spin By field to specify the amount that the
system will increase or decrease a cell value when spin buttons 
are clicked in the worksheet.
4.
Select Use Separator to specify the
use of a separator (comma) between every three digits.
5.
Click Apply to apply the changes to
the worksheet without closing the dialog box, or click OK to accept the
changes and close the Format Options dialog.
Specify Formatting Options for a Date/Time Measure.
See Format menu.
Specify a Prefix or Suffix for Measure Values
Follow this procedure to specify a string to be displayed before
or after each value in a selected measure.
For example, you can specify the prefix ‘$’ to be displayed
before each value in a monetary measure, or you can specify the suffix ‘%’ to
be displayed after each value in a percentage measure.
Prefixes and suffixes are often used in conjunction with scale
factors. For example, if you specify a scale factor of 1,000, you may wish to
specify the suffix ‘k’ for all values in that measure to indicate the nature of
the scale.
Navigate: From the
Format menu, select Types.
1.
In the Measure area, click the
measure where you want to set a prefix and/or suffix.
2.
In the Display Options area, enter
string values for the prefix and/or suffix.
3.
Click Apply to apply the changes to
the worksheet without closing the dialog box, or click OK to accept the
changes and close the Format Options dialog.
Specify Workbook-Specific Formatting Options
Currently, “synchronized page scrolling” is the only
workbook-specific formatting option available. This feature allows you to simultaneously
scroll the slice position of multiple windows. When synchronized scrolling is
enabled, all windows that contain the same slice (page) dimension will scroll
to a new slice position when any one window is scrolled. When synchronized
scrolling is disabled, scrolling through slice positions in one window does not
affect the slice position display of other windows.
Create and Format Charts
Chart Types
Navigate: Select View
- Chart. Then, select Format – Chart.
Chart Properties - Series Tab
On the Series tab, different chart types can be applied to
individual series in the charted data, or a chart type can be specified
globally for the entire data set.
When you select a chart type from the Gallery menu, drag your
cursor over the chart type images.
Available Chart Types
The name of each chart type will appear in the text field at the
bottom of the menu. The Chart FX charting utility provides the following
available chart types (and their descriptions):
§ Line
– Line shows trends or changes in data over a period of time. Each data point
in the series is connected with a line.
§ Bar
– Bar shows variation between data sets by depicting series as bars stretching
vertically towards the top of the chart window.
§ Area
– Area shows the relative importance of values over a period of time. Each data
point in the series is connected with a line, and the area beneath this line is
shaded.
§ Scatter
– Scatter is a point chart that shows the relationship or degree of
relationship between numeric values in several series, or it plots two groups
of numbers as one series of x-y coordinates.
§ Pie
– Pie shows the relationship or proportions of parts to a whole. Percentages of
the whole for each piece of the pie are calculated and displayed in the chart.
§ Curve
– Curve is similar to a line chart, but the lines curve to smoothly pass
through each point or data marker.
§ Pareto
– Pareto is a chart that is often used in statistical areas. Bars show a
variation over a period of time, and a cumulative curve indicates the
proportion accumulated by each column in the chart.
§ Step
– Step is similar to a line chart, but only vertical and horizontal line
segments connect the data points in a series. The resulting graph appears as
stair steps.
§ High-Low-Close
– High-Low-Close is a chart that is typically used in financial areas, as
related to stock prices. Each marker is defined by three series that represent
a stock’s high, low, and closing prices.
§ Surface
– Surface is basically a line chart with different colors assigned to different
ranges beneath the plotted values. This depends on each point height (y value).
The surface plot is usually displayed in a 3D representation.
§ Radar
– Radar plots values in polar coordinates and shows the relative importance of
values over a period of time.
§ Cube
– Cube is similar to a bar chart, but a cube is displayed at the proper height
instead of a complete bar.
§ Doughnut
– Doughnut is the same as a pie chart, but with a hole in the center.
§ Pyramid
– Pyramid shows the relationship of parts to a whole in the format of a
pyramid. Different point values in the series are represented by different
colors and levels in the pyramid.
§ Bubble – Bubble plots a set of values
with one of the values specifying the size of the bubble marker. If two data
series are plotted, values in the first series specify the position (height) of
the bubble marker along the y-axis, and the corresponding values in the second
series specify the size of the bubble marker drawn at each position. Once the
bubble graph is plotted with two measures, the user is not allowed to edit the
z- value (bubble volume), which is a constant for all plotted bubbles.
§ Open-High-Low-Close
– Open-High-Low-Close is a chart that is typically used in financial areas, as
related to stock prices. Each marker is defined by four series that represent a
stock’s opening, high, low, and closing prices.
§ Candlestick
– Candlestick is a chart that is typically used in financial areas, as related
to stock prices.
§ Contour
– Contour is basically a line chart with different colors assigned to different
ranges beneath the plotted values. This depends on each point height (y value).
The contour plot is displayed in a 2D representation.
§ Area-Curve
– Area-Curve is a combination of the Area chart type and the Curve chart type.
Each data point in the series is connected with a smooth, curving line, and the
area beneath the curve is shaded.
§ Gantt
– Gantt is basically a horizontal version of a bar chart. This chart type shows
variation between data sets by depicting series as bars stretching horizontally
across the chart window. Gantt charts are commonly used to track activities
over time.
Change the Chart Type
Note:
You must be in chart view in order to display the Chart dialog box. If you are in grid view, click the Toggle button before you proceed.
Toggle Button
Navigate:
Select Format - Chart, or click Format on the toolbar. The
Chart Properties dialog box
displays.
Chart Properties
1.
Select the Series tab.
2.
Click the Gallery arrow to produce a
menu of available gallery types.
3.
Click the desired chart type. To identify
the chart types in the gallery menu, drag your cursor over the chart type
images. The name of each chart type appears in the text field at the bottom of
the menu.
4.
Click OK.
Show/Hide Legends in a Chart
You can toggle the display of both the series legend and the
values legend in your chart. The series legend identifies the collection of
data represented by each plotted series in your chart. The values legend, also
called the point legend, identifies the units displayed along the x-axis of
your chart. For example, if your chart displays the calendar hierarchy along
the x-axis, the values legend would identify the week or month indicated at
each point.
Show or Hide a Legend
1.
Click Tools 
on
the Chart toolbar.
2.
Perform the following as needed:
§ Select
Values Legend to redisplay the values legend (point legend).
§ Select
Series Legend to redisplay the series legend.
3.
You can toggle the display of both the
series legend and the values legend in your chart.
4.
The series legend identifies the collection
of data represented by each plotted series in your chart.
5.
The values legend, also called the point
legend, identifies the units displayed along the x-axis of your chart. For
example, if your chart displays the calendar hierarchy along the x-axis, the values
legend identifies the week or month indicated at each point.
Title a Chart
The following method creates a chart title that will appear
immediately above the chart display.
1.
Right-click anywhere within the main chart
display to produce the Chart quick menu.
Chart Title
2.
Select Edit Title.
3.
Type or edit the title for your chart in the
text box.
Change the Font, Font Style, Font Size, and Color of Chart Text
Access the Chart right-click menu to change the format of text in
your chart. Text can be changed in chart areas such as the chart title, chart
axes, axis titles, point labels, series legend, and point legend.
1.
Right-click on the text that you want to
change. A Chart quick menu of formatting options for that text is produced.
2.
Select Font.
3.
On the Font
dialog, make the desired changes to the font, font style, font size, effects,
color, and script type. As you make your changes, view the results in the
Sample window.
4.
Click OK.
Create Titles for Individual Chart Axes
Your chart can contain not only a
main chart title, but also a title for each axis. Follow this procedure to
create titles for your individual chart axes:
1.
Right-click the axis for which you want to
create a title.
2.
Click Edit Title.
3.
Enter an axis title in the Title text
box.
4.
Click Enter to return to your chart.
Rotate and Pivot in Chart View
The charting feature supports rotating and pivoting data while in
chart view. You can drag hierarchy tiles to different axes and reposition them
along the same axis. This function is performed in the same manner that it is
in grid view. When hierarchy tiles are repositioned in chart view, the new
arrangement of hierarchies is preserved in the grid view of that same data.
Tip: Use the New
Window feature on the Window menu to simultaneously view both grid mode data
that is based on one arrangement of hierarchy tiles and chart mode data that is
based on a different arrangement.
Change Data Values within a Chart
The charting feature allows you to change data values directly
while in chart mode. You are not required to toggle back to grid mode to
manually enter new data values.
Note: Only
writable measures can be changed in either chart mode or grid mode. Data points
corresponding to read-only measures cannot be dragged and dropped.
Alternatively, you can open the Chart Data Editor to manually
enter exact data values while in chart mode. The Data Editor is an editable
data grid that contains the values of the elements plotted in your chart. You
can double-click any writable data value in the grid to edit it. The chart is
instantly redrawn to reflect your change.
Change Data Values by "Hot Charting"
"Hot charting" is the process of amending data values
by dragging and dropping data points in the chart.
1.
Click and hold the data point that you want
to edit.
2.
With the mouse button depressed, drag the
data point to its new location. As you move the data point, balloon text
expands to indicate the y-axis value nearest the point’s current location.
Note:
If the point labels feature is toggled on, the point label changes to indicate
the current value of the data point.
3.
Release the mouse button to drop the point
in the appropriate location.
Display a Chart in 3D View
Follow this procedure to change your chart from a two-dimensional
to a three-dimensional view.
Navigate: Select Format
- Chart, or click Format on the toolbar.
1.
Click General.
2.
In the 3D section of the dialog, select the 3D
option to display your chart in three-dimensional mode. Clear the check box to
display your chart two-dimensionally.
3.
Click OK.
If you switch to a three-dimensional view of your chart, the
system will display your data in standard 3D view. You have the option to
manipulate certain aspects of this 3D view (for instance, rotation angles, and
perspective) to create a customized three-dimensional chart.
Show/Hide a Selected Data Series on the Chart Display
Navigate: Select Format
- Chart, or click Format on the toolbar.
1.
Click the Series tab.
2.
In the Series List at the top left of the
dialog, select an individual series to show or hide. Do not select <All
Series>.
3.
Select the Visible option to include
the selected series in the chart display. Clear this check box to hide the
selected series from the chart display.
4.
Click OK.
Show/Hide Point Labels on the Chart Display
1.
Right-click anywhere within the chart
display to produce the Chart quick menu.
2.
Select the Point Labels option to
toggle the display of point values.
Note:
For bar graphs, labels that indicate the value of each bar are displayed
immediately above each series. For line graphs, the point labels appear above
each point marker in the series.
The basic purpose of wizards is to allow you to select specific
data to be incorporated into your new workbook. The new workbook wizard will
walk you through the process of creating a new workbook from a template. A
wizard is an automated feature that prompts you for answers to a series of
questions. It then uses your answers to format the workbook that you want to
create. The specific questions depend on the type of workbook being built.
Wizards are also used by the system to gather required
information related to various administrative, analyses, planning, and
forecasting processes. For example, wizards are in place to aid System
Administrators in the task of adding and deleting system users, and to aid
users in the process of defining and editing alerts. Whenever user input is
required by the system to conduct a particular task, wizards are the interface
through which the system collects the necessary information.
Typical Wizards Encountered when Using RPAS
§ New
workbook creation wizards – This wizard prompts you for information regarding
the contents and layout of new workbooks. Your system may contain workbook
template wizards for Administration workbooks, Analysis workbooks, Planning
workbooks, and/or Forecasting workbooks.
§ Alert
Builder wizard – This wizard is used to define how user-created measures are to
be evaluated during the alert generation process.
§ User
Administration wizard – This wizard is used by System Administrators to
add/delete system users, add/delete user groups, and change user passwords and
settings.
How Wizards are Invoked and Navigated
To access a new workbook wizard for a template:
Navigate: From the
File menu, select New.
1.
Select a workbook template.
2.
Proceed through the wizard screens. Make the
appropriate selections on each screen, and click Next to advance.
3.
Click Back to change information that
was selected on a previous screen.
4.
Click Finish when you reach the final
wizard screen, which is indicated when Next is no longer enabled. The
system will assimilate all wizard selections made and format and build your new
workbook.
Wizard AutoFinish
Each time you complete the required information on a wizard
screen, click the Next button to advance to the next screen. Notice that the
Finish button is also enabled at most stages in the wizard process. As an
alternative means of completing a wizard, you may click the Finish
button to have the system automatically complete the wizard process, which is
based on stored selection data.
Dialog screens in wizards automatically reflect the selections
made the last time the wizard was successfully completed. Before building a new
workbook, the system creates a record of the choices made on each wizard
screen. The system maintains this record of the most recent selections.
Therefore, enough "default" information is generally present for the
system to build a new workbook without requiring you to access every dialog
within the wizard.
The Finish button is enabled to allow you to instruct the
system to build a new workbook or to perform a process that is based on the
most recent information it has stored for a given workbook template. Whenever
the Finish button is pressed, the system automatically processes the
remaining wizard screens, and it accepts whatever selections are currently
stored for each dialog. If the system encounters a screen where a valid
selection does not exist (requiring user input), the AutoFinish process is
interrupted. At this point, the dialog in question is displayed, and you are
required to enter the appropriate information before the Next and Finish
buttons become enabled.
Wizard Two-Tree Selection Dialogs
One very common type of wizard screen you will encounter is the
two-tree selection dialog. On this type of screen, you are asked to pick items
(such as products or time periods) from a list of Available items and move them
to a list of Selected items. Only items in the Selected items list will be
incorporated into the new workbook.
Selection dialogs in new workbook wizards automatically reflect
the hierarchical position selections made the last time that wizard was used to
build a new workbook. For example, suppose that you are building a new Forecast
Maintenance Workbook in Oracle Retail Demand Forecasting. The list of products
chosen in the product selection dialog of this wizard automatically appears on
the Selected Products side of the product selection dialog the next time you
build a new Forecast Maintenance Workbook. Of course, you can still select and
de-select products as desired; the automatic pre-selection process is intended
to provide you with a logical selection starting point based on the most recent
items of interest.
Single-Selection Wizards
All of the screens that you encounter in the wizard process are
of the single-select variety. Single-select wizard dialogs require you to make
a selection from a single list of options.
Select Options from Single-Select Dialogs
When only one choice is allowed for a short list of options, radio
buttons are used to force a single selection. Click the radio button that
corresponds to your preference, and click Next to proceed to the next
screen.
If there is a long list of available options, a selection list
(rather than radio buttons) is provided. Click on your desired option to
highlight it, and click Next to proceed.
Wizard Two-Tree Selection Lists
The wizards in the Oracle Retail Predictive Solutions frequently
use selection lists. Selection lists allow you to select values from one list
and move them into another. Use these lists to assign contents to workbooks.
Select or Move Items on a Wizard Two-Tree Selection Dialog
Use the following instructions to move hierarchy items from the Available
list into the Selected list or to move items from the Selected
list back into the Available list. Only those items in the Selected
items list will be incorporated into the workbook.
1.
Check the boxes next to the items that you
want to move to the Selected list. The corresponding items are displayed
in the Selected list.
2.
To remove items from the Selected
list, disable the boxes next to the corresponding items in the Available
list.
3.
After you finish selecting items, click Next
or Finish.
Add All Items from a Wizard’s List of Available Items
1.
Right-click on the Available list
(left side).
2.
Select Add All.
Remove All Items from a Wizard’s List of Selected Items
1.
Right-click on the Available list
(left side).
2.
Select Remove All.
Collapse a Node or Expand a Branch on a Wizard Two-Tree List
Note: The Collapse
Node and Expand Branch options are available only when you right-click on a
node that is not base level.
Collapse a Node on a Wizard List
1.
Right-click on a non-base level node in a
wizard list.
2.
Select (left-click on) Collapse Node.
Expand a Collapsed Node on a Wizard List
1.
Right-click on the collapsed node.
2.
Select (left-click on) Expand Branch.
Collapse or Expand an Entire Dimension on a Wizard Two-Tree List
Navigate: From a
wizard two-tree selection dialog, right-click on a wizard list (Available or
Selected).
On the menu that appears, all dimensions available for display
are listed beneath the Find option. Currently expanded dimensions are indicated
by checkmarks.
1.
To expand a collapsed dimension (has no
checkmark), click on its label.
2.
To allow dimensions not on the list to be
expanded, select a higher level for hierarchy rollup.
Collapse or Expand Multiple Dimensions on a Wizard Two-Tree List
Navigate: From a
wizard two-tree selection dialog, right-click on a wizard list (Available or
Selected).
1.
Select (left-click) Select Dimensions.
2.
In the Select Dimensions dialog box,
highlight each dimension that you want to display in your worksheet. Make sure
that all dimensions that you want to remain collapsed in your worksheet view
are left unselected.
3.
Click OK.
4.
To allow dimensions not on the list to be
expanded or collapsed, select a higher level for hierarchy rollup.
Select a Higher Level for a Hierarchy Rollup
Navigate: From a
wizard two-tree selection dialog, right-click on a wizard list (Available or
Selected).
From the menu that displays, choose Select Rollup and the
highest dimension that you want to display.
You can streamline the process of item selection in wizards by
saving lists of selections so that the same set can be instantly applied to any
applicable two-tree selection dialog. Saving and loading complete lists of
commonly selected items reduces the time required to build new workbooks. This
is because it eliminates the need to re-select combinations of items over time
or across workbook templates.
Find an Item on a Wizard Two-Tree List
1.
Right-click any item on a wizard two-tree
selection list.
2.
Left-click Find to select it.
3.
Under Find What, type all or part of
the name of the item to find. The wizard will attempt to find the item as you
type. Only the list that you right-clicked (Available or Selected) will be
searched.
You can select the Match Case or the Match Entire
Description check boxes to further limit your search.
If necessary, click Repeat Find to locate the next
matching occurrence.
Dimension labels, if displayed, are dynamic headers that appear
at the top of each wizard list (Available or Selected). Each label indicates
the dimension that appears in the column beneath it, and the labels can be used
to quickly collapse or expand the dimension that they represent.
Show/Hide Dimension Labels in Wizard Two-Tree Lists
Dimension labels are dynamic headers that, if displayed, appear
at the top of each wizard list (Available or Selected). Each label indicates
the dimension appearing in the column beneath it, and the labels can be used to
quickly collapse or expand the dimension that they represent.
1.
On a wizard two-tree dialog, right-click on
a list (Available or Selected).
2.
The Show Connector Lines option
toggles (on and off) the connector lines that indicate hierarchical
relationships on the list. A checkmark indicates that the lines are shown.
§ To
show hidden connector lines, select Show Connector Lines (when this item
is unchecked).
§ To
hide shown connector lines, select Show Connector Lines (when this item
is checked).
3.
Once the dimension labels are shown, you may
click on a label to collapse the dimension that it represents. When you do
this, the label is minimized to contain only a plus (+) sign. Click on this
minimized label to expand the associated dimension.
Show/Hide Connector Lines in Wizard Two-Tree Lists
1.
On a wizard two-tree dialog, right-click on
a list (Available or Selected).
2.
The Show Connector Lines option
toggles on and off the connector lines that indicate hierarchical relationships
on the list. A checkmark indicates that the lines are shown.
§ To
show hidden connector lines, select Show Connector Lines (when this item
is unchecked).
§ To
hide shown connector lines, select Show Connector Lines (when this item
is checked).
Saving/Loading Selections as Position Queries
1.
On a wizard two-tree selection window,
select the positions for the current hierarchy that are to be included in the
workbook.
Note:
If using an existing position query, proceed to the next step.
2.
Select the Position Query Definitions
tab on the right-hand side of the wizard two-tree selection window.
Position Query Definitions Tab
3.
To save the current selections as a position
query, enter a name in the bar located above the Save access drop down
list. To load an existing position query, select the desired query and click Load.
4.
If saving a position query, select User
or World from the Save access list.
§ User
access will only allow the current user to view and use the Position Queries
Definitions (PQD) in wizard processes.
§ World
access will allow all users to view and use the PQD in wizard processes.
5.
Click Save.
Note:
To change the name or if a mistake is made, select the position query, and
click Delete. Retype the name and click Save. To update an
existing position query, type the name of an existing position query and click Save.
6.
Click Next at the bottom of the
wizard page to move to the next wizard page.
Note:
Position queries are saved independently for each hierarchy in the wizard
process.
7.
Continue through the wizard process as
normal until complete.
8.
Click Finish to build the workbook.
Saving PQDs that do not Select New Positions
When a PQD is saved in
the wizard, it contains only the selections at the highest level possible. When
the PQD is loaded, those high-level positions are selected again. Then, the
selection is spread to the current set of base positions. This allows new
positions in the hierarchy to be selected.
If you do not want new
positions to be selected when the PQD is loaded, perform the following steps
when saving the PQD:
1.
In the workbook template, ensure that the
base dimension is available to be displayed in the left-side tree.
2.
In the wizard, set the rollup of the
left-side tree to the higher-level dimension.
3.
Select the high-level positions.
4.
Change the rollup of the left-side tree to
the base dimension.
5.
Save the PQD.
The PQD saves the selection at the highest-level that is
displayed in the left-side tree.
Displaying Attributes in the Wizard
The RPAS client allows you to display attributes associated with
a dimension in the wizard. This is useful for assisting the user in determining
positions to include in the workbook and may also be useful for the set up of
position queries. To display dimension attributes:
1.
On a wizard two-tree selection window,
right-click on any position and open the Select display and sort attributes
menu.
2.
To change the current dimension in which to
display the attributes, select the desired dimension from the Select a
dimension to work with drop-down menu.
3.
In the Attributes to Display dialog,
you can move unused attributes to the Display attributes column or move
unwanted attributes to the Unused display attributes column.
4.
If multiple attributes are to be displayed
in the wizard, you can change the order of display by highlighting an attribute
and dragging it into the desired order.
Note: User
selections in the Select display and sort attributes dialog while in the
wizard have NO impact on the attributes displayed in the workbook or on the way
data is sorted in the workbook. Once in the workbook, the user may access this
dialog again to display attributes, change the order of display, and specify a
sort order.
Maximum Number of Positions Exceeded
For some wizards, the maximum number of selectable positions may
have been limited at a particular level in the hierarchy level. If your
selection exceeds the maximum number of positions allowed for the workbook at
that level, you will be notified via a popup dialog when you press the next
button to navigate to the next wizard screen. You will not be able to build the
workbook unless you bring your selections within the limit.
Maximum Positions Exceeded Warning Dialog
A
The menu bar and the items contained in each menu are
context-sensitive, and they change according to what you are working on and how
you are working. Menu items that are grayed out are not available to you in
your current work mode.
When no workbooks are open, the menu bar displays the following
options:
When a workbook is open, the menu bar displays the following
options:
You can also access menus by pressing the Alt key followed by the
underlined letter for the menu item. For example, <Alt+F> accesses the
File menu. Some menu items have shortcut key combinations, which have the key
combination displayed next to the menu item name. For example, Ctrl+N accesses
the New file dialog box. In addition to key combinations, some menu items can
be directly accessed from toolbar buttons.
The File menu contains the following options:
See File - Change Password.
See File - New.
See File - Open.
Select File – Save to store all of the information
in the workbook, which includes the current layout of the worksheets and
charts. If the workbook you are working on has been saved, selecting this menu
item will update the stored information. If the workbook has not been saved,
selection of this menu item will open the Save As dialog box, which prompts you
for a workbook name. The Save menu item is only enabled when a workbook has
been created or opened.
Saving a workbook does not commit it to the master database. You
must select Commit Now or Commit Later from the File menu to
commit your changes to the master.
The Save As menu option opens a dialog box where you can specify
the name of the workbook to be saved.
You can also specify the nature of access privileges associated
with the workbook. The default access privilege is the creator of the workbook
alone, but you can also grant group access privileges or world access
privileges. The Save As menu option is only enabled when a workbook is open.
Type a name for the workbook in the Workbooks text field of the
Save As dialog.
Use the following Save Access As radio buttons to specify
access privileges for this workbook:
§ User
– only you can access and make changes to the workbook.
§ Group
– only those users who are in your group (as determined by your System
Administrator) can edit the workbook.
§ World
– any user can update the workbook.
All of the workbooks that were previously saved are listed when
the Save As dialog box is displayed. When viewing the list of previously saved
workbooks, click on any column header to sort the workbooks by that attribute.
For example, click the Owner header to sort the workbooks alphabetically by
owner.
If you select the List all workbooks check box, all
workbooks in the system (including those to which you do not have write access)
will be displayed. Keep in mind that listing those additional workbooks does
not give you write access to them.
Click OK to save the workbook, or click Cancel to
return to the workbook without saving.
The Close menu option is only available when a workbook is open.
If the workbook was previously saved and no new changes have been made,
selecting Close will close the workbook.
If the current workbook has not been saved, or if changes were
made since the last save, selecting this item will display the Close dialog box
with the following choices:
§ Save
– If the workbook was previously saved, selecting Save will save the workbook
with the current name and then close it. If the workbook was not previously
saved, Save will display the Save As dialog box where you specify the name of
the workbook before closing it.
§ Commit
Now – This commits the changes to the master database and closes the
workbook. If it is not necessary to immediately commit the workbook to the
master database, use the Commit Later option.
§ Commit
Later – This places the workbook name in a list of workbooks that will be
committed to the master database at a later time during a batch process.
Whenever possible, use Commit Later instead of Commit Now to maximize
productivity.
§ Save
and Commit Now – This performs both of the functions described above. If
the workbook was previously saved, the system:
§ Saves
the workbook under its current name
§ Commits
the new changes to the master database
§ Closes
the workbook
If the workbook was not previously saved, the Save As dialog box
is displayed, and it will prompt you for a workbook name. The workbook is saved
under this name, the changes are committed to the master database, and the
workbook is closed.
§ Save
and Commit Later – This performs both of the functions described above. If
the workbook was previously saved, the system saves the workbook under its
current name. It then places that name on a list of workbooks to be committed
in a batch process at a later time, and it closes the workbook. If the workbook
was not previously saved, the Save As dialog box is displayed, and it prompts
you for a workbook name. The workbook is saved under this name, the “Commit
Later” function is executed, and the workbook is closed.
§ Ignore
Changes – This closes the workbook without saving or committing any changes.
§ Cancel
– This returns you to the open workbook.
See File - Delete.
See File - Exit.
See File - Logoff.
See File - Commit Status.
See File - Commit ASAP.
The Export Sheet menu option exports the current view for the
worksheet to an output file on the client machine.
Selection of this item displays a Save As dialog box where you
can specify:
§ The
output file name
§ The
directory where the file will be saved
§ Other
customizable options
In the Save As dialog, use the Save In list to select the
directory where you want the file to be exported. When the appropriate
directory is selected, enter an output file name in the File Name field, or
select one from the list of those displayed. If you do not enter or select an
output file name, a file extension is automatically attached to the name you
select.
The Save As Type list allows you to select the format of the
output file that you create. When you type in the file name you want at the top
of the dialog box, the appropriate file extension is attached to that name as
determined by your selection in the Save As list. Typical Save As file types
are:
§ .TXT
– Text file
§ .DIF
– Data interchange format
The Delimiter option allows you to specify the character that is
used to separate information in the output file. Standard choices for this
character are Tab, Comma, or Space, but you can specify any character you want
by selecting the Other radio button. This option is available only for
text file exports.
The Labels option specifies the format of the label headers
across the top of every cell in the output file. The choices for the Labels
option include:
§ Do
Not Include – Labels are not provided at the top of data cells.
§ Include
Once – Only one label is placed across the top of each section of cells.
§ Repeat:
Labels – Repeated as necessary across the top of every data cell.
The Description option allows you to determine whether labels or
names are used when specifying certain positions in your exported file. For
example, the position name for a store in the RDF system might be STR_4540 and
the label for that position name might be 52-4540 GA/Atlanta. The names are
more concise, but the full labels are more descriptive and informative. The
choices for the Description option are:
§ Labels
– Uses the full, descriptive label assigned to a position.
§ Names
– Uses the concise, actual position name in the system.
When you have named your output file and made the appropriate
selections, click OK to export the file, or click Cancel to
return to the workbook without exporting.
The MRU (Most Recently Used) list is located directly beneath the
Exit option on the File menu. The MRU list is a list of the four most recently
opened workbooks. When a workbook is displayed on the MRU list, it can be
quickly accessed by selecting that workbook directly from the File menu.
If you open a workbook that already exists, and you save it under
a new name by selecting Save As from the File menu, the old and the new
workbook names will appear on the MRU list.
The Page Setup dialog box contains options for the format of the
print output of a document. This option always overrides the settings that were
established in the Windows Print Setup dialog box, and the settings only apply
to the current document (worksheet or chart).
There are five options available in this dialog box, which are
presented in a tab format:
§ Page
– Allows you to specify the page orientation (portrait vs. landscape) and
customize (scale) the size of the printed output.
§ Margins
– Allows you to specify and preview the page margins (expressed in inches).
§ Header/Footer
– Allows you to customize the header and footer information that appears on the
pages of your output. You may select information to be displayed on the left,
center, and right portions of your header and footer.
§ Sheet
– Allows you to select how you want row and column label information displayed,
and specify the appearance of horizontal and vertical grid lines. This tab also
allows you to set the order of page numbering (left to right, top to bottom).
§ Page
Breaks – Allows you to specify the placement of page breaks for printed
output.
When you have made your selections, click OK to apply the
changes to the page setup. Click Cancel to return to the worksheet
without making changes to the page setup. The Apply button is only functional
when Page Setup is used in conjunction with the Print Preview screen. Click the
Apply button to view your selections in Print Preview mode without
closing the “Page Setup” dialog.
The Print menu option displays the Print dialog box where you
select printing options such as printer, print range, and number of copies.
§ Printer
– Click the drop-down list in this dialog section to specify the path and name
of the printer that you want to use.
§ Print
Range – Click the appropriate radio button to designate the range for the
printed output.
§ All
– Prints every page in the workbook. The ordering of page numbers (top to
bottom or left to right) can be specified on the Sheet tab of the Page Setup
dialog.
§ Pages
– Allows you to specify a subset of pages to be printed. In the fields
provided, enter the numbers of the first and last pages in the range to be
printed.
Usability Tip: Use
the Print Preview option on the File menu to determine the page numbers of the
information you want to print. It may be helpful to use the custom
header/footer feature in Page Setup to insert page number field marker codes in
your document.
§ Slice
– Allows you to specify a range of complete slices to be printed. The slice
axis runs perpendicular to the plane of the computer screen. A separate slice
exists for each element of the dimension represented by the hierarchy tile that
resides in the slice display area. In the boxes provided, enter the numbers of
the first and last slice in the range to be printed.
§ Copies
– Enter the number of copies to be printed, or use the spin buttons 
to increment the copy total.
The Print Multiple menu option produces a dialog that allows you
to select multiple worksheets to submit to the print queue.
Use Crtl+Click to select multiple worksheets from the list.
Select the Display print dialog before each window option
to have the Print Options dialog displayed individually before each worksheet
is printed.
Click OK to submit your selections to the print queue. The
standard Print Options dialog is presented to allow you to make print option
selections. Selections made on this dialog will apply to all printed worksheets
if the Display print dialog before each window is not selected. If the box was
checked, this dialog will reappear before each worksheet is printed.
The Print Preview option displays a standard print preview
window, so you can view the output before printing.
§ Click
the Previous Page or Next Page button to page backward and
forward through the document. This can also be done by using the standard
vertical scroll bar.
§ Click
the Zoom In or Zoom Out button to change the magnification of
your document.
§ Click
the Page Setup button to access the Page Setup dialog. Here you can
modify document features such as page orientation, scaling, margins,
headers/footers, page numbering scheme, and page breaks.
§ Click
the Close button to close the Print Preview dialog and return to the
main document view.
The selective/partial Refresh feature allows you to refresh a
portion of your workbook measures with original domain data while leaving other
measures unchanged.
The Edit menu contains the following options:
The Cut menu option copies selected worksheet data to an
application clipboard and clears the data from the worksheet cells. Select the
data cells whose contents are to be cut, and then select Cut from the
Edit menu. Only data from writable measures can be cut.
When you use the Edit Cut option to cut data, the function
performs the cut at the current hierarchical level. Data can be cut from only
one dimensional level at a time, so if multiple dimensions are represented in
your grid selections, the cut is performed at the lowest dimensional level
actually selected.
If data cells are selected in the grid before you invoke the Edit
Cut option, only data from those selected cells will be cut. Note that the
Cut operation treats the currently displayed position on the slice axis as the
only selected slice position.
Note: The Cut
command does not copy information to your Windows clipboard. The data is copied
to an application-specific clipboard and cannot be pasted into other programs.
If you intend to paste the data into another application, you can choose the Edit
Copy to Clipboard command.
The Cut Special option copies selected worksheet data to
an application clipboard and clears the data from the copied cells. Unlike the Edit
Cut operation, the Cut Special command provides a dialog where you
can specify options for specialized cut functions, including cutting data at
base level and cutting data from all worksheet slices. Select the data cells
whose contents are to be cut, and then select Cut Special from the Edit menu.
Only data from writable measures can be cut.
Cut Special Dialog
Note: The Cut
command does not copy information to your Windows clipboard. The data is copied
to an application-specific clipboard, and it cannot be pasted into other
programs. If you intend to paste the data into another application, you can
choose the Edit Copy to Clipboard command.
Cut Data at Base Level
The Cut Data at Base Level option allows you to cut data
at an applicable dimensional level beneath the level selected in the grid. This
feature allows you to view data at an aggregate level while cutting data at a
dimensional level that is not currently displayed. When you select the Cut
Special function at an aggregate level and you select the Cut Data at
Base Level check box, all base level data applicable to that selected
aggregate data will be cut and copied to the application clipboard. Although
the cut function is actually performed at the base dimensional level, it seems
that the aggregate level data has been cut (due to the process of data rollup).
Cut All Slices
When you make cell selections prior to cutting data, the system
only allows for the selection of the currently displayed position along the
slice axis. The Cut Special dialog, however, contains a check box that allows
you to specify that data should be cut for all positions (pages) in this axis.
When the box is checked, the cut operation behaves as if all positions in the
slice dimensions were selected prior to the cut. If the box is left unchecked,
only data from the currently displayed slice position will be cut.
Cutting Data While in Outline View
Outline View allows you to view data for multiple
dimensional levels simultaneously in the same worksheet. The system, however,
allows the cutting of data from only one dimensional level at a time. Whenever
multiple dimensions are displayed in outline view for a given hierarchy, the
Cut Special dialog requires you to select the dimensional level at which you
want to cut data. The Cut Special dialog has drop-down lists that are enabled
for each hierarchy displayed in outline mode.
The Copy menu option copies selected worksheet data to an
application clipboard.
Edit Copy is typically used with the Edit Paste
command to speed the process of populating data cells in a worksheet. Select
the data cells whose contents are to be copied, and then select Copy
from the Edit menu.
When you use the Edit Copy option to copy data, the
function performs the copy at the current hierarchical level. Data can only be
copied from one dimensional level at a time, so if multiple dimensions are
represented in your grid selections, the copy is performed at the lowest
dimensional level actually selected. Unlike the Cut function, Copy
does not clear the data from the copied cells.
If data cells are selected in the grid before you invoke the Edit
Copy command, only data from those selected cells will be copied. Note that
the Copy operation treats the currently displayed position on the slice axis as
the only selected slice position.
If there are no data cells selected in the grid at the time the Copy
function is invoked, the system will copy the data for every cell in the
worksheet.
Note: The Copy
option does not copy information to your Windows clipboard. The data is copied
to an application-specific clipboard, and it cannot be pasted into other
programs. If you intend to paste the data into another application, you can
choose the Edit Copy to Clipboard command.
Copy to Clipboard
The Copy to Clipboard menu options copies selected data to
a general application clipboard that allows the user to then paste that data
into a different application.
When you use the Edit Copy to Clipboard option to copy
data, you will be prompted to either calculate any deferred calculations or
discard all changes (not just the ones in the grid selection).
The Copy Special menu option copies selected worksheet
data to an application clipboard.
Unlike the Edit Copy operation, the Copy Special
command provides a dialog where you can specify options for specialized copy
functions. This includes copying data at base level and copying data from all
worksheet slices. Select the data cells whose contents are to be copied, and
then select Copy Special from the Edit menu.
Copy Special Dialog
Note: The Copy
Special command does not copy information to your Windows clipboard. The
data is copied to an application-specific clipboard and cannot be pasted into
other programs. If you intend to paste the data into another application, you
can choose the Edit Copy to Clipboard command.
Copy Data at Base Level
The Copy Data at Base Level check box allows you to copy
data at an applicable dimensional level beneath the level selected in the grid.
This feature allows you to view data at an aggregate level while copying data
at a dimensional level not currently displayed. When you select the Copy
Special function at an aggregate level and you select the Copy Data at
Base Level check box, all base level data applicable to that selected
aggregate data will be copied to the application clipboard. Although the copy
function is actually performed at the base dimensional level, after pasting, it
seems that the aggregate level data has been copied (due to the process of data
rollup).
Copy All Slices
When you make cell selections prior to copying data, the system
only allows for the selection of the currently displayed position along the
slice axis. The Copy Special dialog contains a check box that allows you
to specify that data should be copied for all positions (pages) in this axis.
When the box is checked, the copy operation behaves as if all positions in the
slice dimensions were selected prior to the copy. If the box is left unchecked,
only data from the currently displayed slice position will be copied.
Copying Data While in Outline View
Outline View allows you to simultaneously view data for
multiple dimensional levels in the same worksheet, but the system only allows
the copying of data from one dimensional level at a time. Whenever multiple
dimensions are displayed in outline view for a given hierarchy, the Copy
Special dialog requires you to select the dimensional level from where you want
to copy data. The Copy Special dialog has drop-down lists that are enabled for
each hierarchy that is displayed in outline mode.
The Paste menu option pastes data into measures.
This menu option is only enabled after you have placed data on
the application clipboard using the Cut, Cut Special, Copy,
or Copy Special command from the Edit menu. The Paste option
pastes the data was last placed on the system clipboard into the selected
cells.
Select the data cells that you want to paste data into, and then
select Paste from the Edit menu. Data can only be pasted into writable
measures.
Note: The Paste
command does not paste data from your Windows clipboard. This command only
pastes data from an application-specific clipboard and cannot be used to import
data from another application. If you want to paste copied data from another
program, you must choose the Edit Paste from Clipboard command.
Pasting Data from Multiple Measures
If you used the Cut, Cut Special, Copy, or Copy Special command
to cut or copy data for multiple measures, note that your selection can only be
pasted into the exact same measures for a new position.
The following illustration is some sample data for SKU1 that is
to be copied to the Regular Sales and Clearance Sales measures of SKU2.
Sample Data
If Regular Sales and Clearance Sales for SKU1 are copied
together, this data can only be pasted to the Regular Sales and Clearance Sales
measures of another position. To copy the data from Regular Sales into a
different measure, you must copy Regular Sales alone. These are the results
after the multiple measure copy.
Multiple Measure Copy
Performing Specialized Paste Functions
The Paste command is the simplest method of pasting clipboard
data into your worksheet. There are also some specialized paste functions that
you can perform by accessing the appropriate dialog from the Edit – Paste
Special option, rather than Edit – Paste:
§ You
can paste data at a lower level of aggregation that are not currently displayed
in the grid.
§ You
can paste data into all worksheet slices simultaneously.
§ You
can choose to exclude NA values when pasting data.
§ When
pasting data at an aggregate level, you can specify the method by which values
should be spread down to lower level constituent cells, and/or you can choose a
spread pattern measure.
Paste Data into Measures
The Paste Special menu option is only enabled after you
have placed data on the application clipboard using the Cut, Cut Special,
Copy, or Copy Special options from the Edit menu. Unlike the Edit
– Paste operation, the Paste Special command provides a dialog for you to
use to specify options for specialized paste functions. This includes:
§ Pasting
data at base level
§ Pasting
to all worksheet slices
§ Specifying
spread methods for pasted data.
Select the data cells that you want to paste the data into, and
then select Paste from the Edit menu. The Paste dialog box appears. Data
can only be pasted into writable measures.
Paste All Slices
When you make cell selections prior to pasting data, note that
the system only allows for the selection of the currently displayed position
along the slice axis. However, the Paste Special dialog contains an option that
allows you to specify that data should be pasted into all positions (pages) in
this axis.
Paste Special Dialog Box
When the option is select, the paste operation behaves as if all
positions in the slice dimensions were selected prior to the paste. If the box
is left unchecked, data will only be pasted into the currently displayed slice
position.
Note: If
you did not choose to cut or copy data from all slices prior to this paste, and
then you choose to paste the clipboard data to all slices, the data that was
cut or copied from the single visible slice will be replicated to all slices in
the worksheet.
Don't Paste NA Values
If the Don't Paste NA Values option is selected, the
system will not paste cut or copied NA data values into the current selection.
Whenever the system encounters an NA value in the clipboard data, that value is
ignored and the data cell being pasted keeps its original value. In other
words, when this option is selected, current grid data is not overwritten by NA
values.
Paste Data at Base Level
The Paste Data At Base Level check box allows you to paste
data at an applicable dimensional level beneath the one selected in the grid. This
feature allows you to view data at an aggregate level while pasting data at a
dimensional level that is not currently displayed. When you select the Paste
function at an aggregate level and you select the Paste Data At Base Level
check box, all base level data applicable to that selected aggregate data will
be pasted into the selected data cells.
Note:
Whenever data has just been cut or copied at a base level, the Paste Data At
Base Level check box defaults to Selected.
Specifying Spread Method for Pasted Data
The bottom portion of the Paste dialog is enabled when you are
pasting data at a level other than base. The options in this section control
how data pasted into an aggregate level is spread down to lower dimensional
levels. If the Paste Data at Base Level option is selected, this portion
of the dialog becomes disabled.
The Spread Method radio buttons allow you to specify the way that
aggregate cell data is to be spread to lower dimensions:
·
Replicate Any value pasted in an
aggregate level cell will be replicated exactly to every base level cell that
comprises the aggregate total.
Note: After
the spread, this method results in a recalculation of the aggregate cell
totals.
·
Even Any value pasted into an aggregate
level cell will be spread evenly among that cell's lower level constituents.
·
Proportional Any value pasted in an
aggregate level cell will be spread proportionally among all lower level
constituent cells. This is based on these cells' contents before the paste.
·
Delta The difference between the value
pasted in the aggregated cell level and the original value of the aggregate
cell level will be spread evenly among all lower-level constituent cells.
When the Dont Spread to NA Values option is selected,
pasted aggregate data is not spread to lower level cells that contain NA values
before the paste. The NA values are left intact, and the aggregate data is
spread to the remaining lower level cells that comprise the aggregate total.
Pasting Data While in Outline View
Outline View allows you to simultaneously view data for multiple
dimensional levels in the same worksheet, but the system only allows the
pasting of data into one dimensional level at a time. Whenever multiple
dimensions are displayed in outline view for a given hierarchy, the Paste Special
dialog requires you to select the dimensional level at which you want to paste
data. The Paste Special dialog has drop-down lists that are enabled for each
hierarchy displayed in outline mode.
Pasting from One Position to Many Positions
Multi-cell cut and copy regions that contain a single position in
a dimension can be pasted into a larger region that contains more positions
along that same dimension. In such cases, the entire cut and copy region is
replicated across the additional positions in the paste region. For example, it
is possible to copy data from a single store but for multiple weeks, and then
paste that data into multiple stores. The copy region would simply be
replicated for each new store in the paste selection.
The following figures provide an example of the one-to-many paste
functionality. Data from four weeks at a single store position is copied (the
copy region is shaded in the first figure), and this data is pasted to the
other four locations.
Single store position
Multiple Locations
The Paste from Clipboard option pastes data from the Windows
clipboard into selected worksheet cells.
Use this paste operation if you want to paste data from another
application into the current worksheet. Select the data cells where you want to
paste clipboard data, and then select Paste from Clipboard from the Edit
menu.
Note: When
using this command, you can only paste a maximum of 10,000 cells at a time. Any
attempt to paste more than that results in failure of the operation. This
operation should not be used to import data for entire workbooks.
Supported Copy and Paste Operations
The following tables identify the supported copy and paste
operations based on the UI Type for the measure being copied and the measure
being pasted.
§ When
copying and pasting from server, you can copy the following source measures to
the following destination measures. All other attempts to copy or paste are
incompatible.
|
Source
Measure Type
|
Destination
Measure Type
|
Notes
|
|
Boolean
|
Boolean
|
None
|
|
Date
|
Date
|
None
|
|
Integer
|
Integer
|
None
|
|
Picklist
|
Picklist
|
Copy/Paste
succeeds if the drop-down contents of the source and destination cells are
identical.
|
|
Real
|
Real
|
None
|
|
Single Hier
|
Single Hier
|
Copy/Paste
succeeds if the source and destination dimensions are identical.
|
|
Single Hier
|
String
|
The Position
Name is copied to destination
|
|
String
|
String
|
None
|
§ When
copying from a cell to the clipboard, RPAS copies the string representation of
the cells to the clipboard so that they can be pasted into either other cells
in the grid or to non-RPAS applications. The following table explains what
would be copied to the grid based on the type of cell being copied from.
|
Cell Type
Being Copied From
|
Copy/Paste
Behavior
|
|
Boolean
|
If the value
is true, "1" is copied; otherwise "0" is copied.
|
|
Date/Time
|
The formatted
date is pasted in the cell. If the measure is configured to contain the time,
the time is pasted as well
|
|
Integer
|
The formatted
number is pasted in the cell.
|
|
Picklist
|
The value is
pasted in the cell.
|
|
Real
|
The formatted
number is pasted in the cell.
|
|
Single Hier
|
The value is
pasted in the cell.
|
|
String
|
The value is
pasted in the cell.
|
§ When
pasting from the clipboard to cells, RPAS treats the copied data as Strings and
tries to convert the string values to the values of the destination cell. RPAS
does this irrespective of whether the values on the clipboard have come from
RPAS versus a different application. The following table explains what RPAS
will paste into the cells based on the value of the string being copied.
|
Cell Type
Being Pasted To
|
Copy/Paste
Behavior
|
|
Boolean
|
If the value
of the string is "0", then FALSE, otherwise TRUE.
|
|
Date
|
If the value
of the string is a properly formatted date in the same format as shown in the
RPAS UI, and the given date is a valid date, the value will be pasted
otherwise error would be flagged.
|
|
Integer
|
It the value
of the string is a number, then the number is truncated to the integer value
and pasted. If the string is not a number, an error is flagged.
If the cell
has been formatted to embellish the numeric value with non-numeric characters
such as currency symbols, then a string value that has exactly the same
formatting can also be pasted to the cell.
|
|
Picklist
|
This type of
cell cannot be pasted into.
|
|
Real
|
If the value
of the string is a number, then the value is pasted. If the value is not a
number, an error is flagged. If the string is a valid date and time, then it
is pasted to the cell. If the original string was date only, then midnight
(12:00AM) is filled in for the time portion.
If the cell
has been formatted to embellish the numeric value with non-numeric characters
such as currency symbols, then a string value that has exactly the same
formatting can also be pasted to the cell.
|
|
Single Hier
|
This type of
cell cannot be pasted into.
|
|
String
|
The string
value will be pasted.
|
The Revert menu option reverts to the most recently saved
version of the workbook.
This option allows you to return to a prior state without having
to close the workbook, select Ignore Changes from the Close dialog box,
and reopen the workbook.
The Revert option is only enabled if the current workbook
has already been saved under a specified name, and if changes have been made to
the data since the last save.
When you select Revert from the Edit menu, the Revert
dialog box opens to inform you that all changes made since the last save will
be lost.
Click OK to abandon the current workbook and return to the
most recently saved version, or click Cancel to keep the changes you
have made and return to the current workbook.
The Fill menu option quickly populates the cells in a
worksheet.
This command fills only one measure at a time.
If there are no data cells selected in the grid at the time the
Fill dialog box is opened, the system will fill the data cells for the entire
measure that you select in the Measure drop-down list. If certain data
cells were selected in the grid, only those selected data cells will be filled.
Select the measure to be filled from the Measure drop-down
list. This field only displays writable measures. The properties of the Fill
Value field change depending on your selection in the Measure
drop-down list. If the selected measure contains values restricted to a list,
the Fill Value field will change to a drop-down list in which you can
select the appropriate value. If the measure selected is numeric or
alphanumeric, the Fill Value field allows you to enter the value that
you want entered in the effected cells.
Specifying Spread Method for Filled Data
The lower portion of the Fill dialog is enabled when you are
filling data into worksheet cells at an aggregate level. This section allows
you to specify the method by which aggregate data is to be spread to lower
level constituent cells.
The Spread Method radio buttons allow you to specify the
way that aggregate cell data is to be spread to lower dimensions. The options
are:
§ Replicate
Any value filled into an aggregate level cell will be replicated exactly to
every base level cell that comprises the aggregate total.
Note: After
the spread, this method results in a recalculation of the aggregate cell
totals.
§ Even
Any value filled into an aggregate level cell will be spread evenly among that
cell's lower level constituents.
§ Proportional
Any value filled into an aggregate level cell will be spread proportionally
among all lower level constituent cells. This is based on these cells' contents
before the fill.
§ Delta
The difference between the value pasted in the aggregated cell level and the
original value of the aggregate cell level will be spread evenly among all
lower-level constituent cells.
When the Dont Spread to NA Values check box is selected,
filled aggregate data is not spread to lower level cells that contain NA values
before the fill. The NA values are left intact, and the aggregate data is
spread to the remaining lower level cells that comprise the aggregate total.
Filling Data while in Outline View
Outline View menu option allows you to simultaneously view
data for multiple dimensional levels in the same worksheet, but the system only
allows the filling of data into one dimensional level at a time. Whenever
multiple dimensions are displayed in outline view for a given hierarchy, the
Fill dialog requires you to select the dimensional level where you want to fill
data. The Fill dialog has drop-down lists enabled for each hierarchy displayed
in outline mode.
The Clear Contents menu option quickly clears the contents
of the cells in a worksheet.
Select the data cells that you want to clear, and choose Clear
Contents from the Edit menu.
If there are no data cells selected in the grid at the time the Clear
Contents function is invoked, the system will attempt to clear the data for
every cell. However, if your grid data contains any measures that are
read-only, the system will be unable to clear data for the entire worksheet. In
this case, a message informs you that the system could not complete the
request.
The Find menu option locates a specified position in any
axis.
This function allows you to perform an alphanumeric search for
text entered in the Find What field of the dialog. This function can be
useful in various circumstances (for example, when you want to move quickly to
a particular SKU item in a very large worksheet).
In the Find dialog, the Look In drop-down list allows you
to narrow your search to one of the three available axes: Row Axis, Column
Axis, or Slice Axis.
The Match Case and Find Exact Match Only options allow you to
further narrow your search by imposing more restrictions.
Click Find Next to search for the next matching
occurrence.
The Sort menu option displays the Attribute Address
Selections window, wherein you can add, modify, or delete a dynamic
attribute. See the "Dimension and Sorting Attributes" section for
more information.
Insert a Measure into an Open Worksheet
If you have the necessary access rights, you can insert a new
measure or group of measures into an open workbook. This functionality reduces
the need to build new workbooks whenever a view of currently unrepresented
measures is required. The ability to insert new measures into open workbooks is
particularly useful when establishing access to alerts.
Note: The
visibility and editability of the inserted measure and any dependent measures
will vary based on the permissions granted to the user for each of the inserted
or dependent measures.
Use the following procedure to select a measure or group of
measures to be inserted in a currently open workbook.
Note: A worksheet
must be open and active for the Insert Measure menu option to be
enabled. Any measures selected to be inserted in the workbook will be placed on
the currently active worksheet.
Navigate:
From the Edit menu, select Insert Measure.
1.
Select the desired measures in the Measures
list.
2.
Click OK.
Note: Measures
with writable access that are added to the workbook using Insert Measure can be
edited in the workbook. However, these measures have no commit rule, thus user
edits cannot be committed to the domain.
The Automatic Calculation menu option places the system in
automatic calculation mode.
In this mode, every change to a cell in the spreadsheet causes a
recalculation, which requires immediate communication from the worksheet
(client) back to the database (server). In this mode, there may be an
appreciable pause between making a change and being able to effect the next
change.
A check mark is displayed beside either the Automatic
Calculation option or the Manual Calculation option to indicate the
mode the system is currently in. Select the desired menu option to change
calculation modes.
Note: You cannot
calculate the cumulative effect of more than one measure at a time.
The Manual Calculation menu option places the system in
deferred (manual) calculation mode.
In this mode, worksheet changes are collected until you manually
submit the queue to the server for processing. Changes made to data cells are
shown in italic font until they are sent to the server.
A check mark is displayed beside either the Automatic
Calculation option or the Manual Calculation option to indicate the
mode the system is currently in. Select the desired menu option to change
calculation modes.
Example:
A situation in which deferred calculation is preferable is if you
want to change multiple measures so that the intended expression can be
selected by the calculation engine. For example, the following two
expressions both appear in the same rule:
1.
Gross Margin = Revenue - Cost
2.
Revenue = Gross Margin + Cost
Depending on which measure (for example, Gross Margin) has
changed, you may wish to calculate different expressions, so that the derived
measure depends on the changed measures. If calculations are occurring
automatically, RPAS is always going to calculate Gross Margin first, because it
is the first expression in the rule. However, if you want to see the effect of
change in Cost as well as Gross Margin, you would want to use the second
expression. While in automatic calculation mode, you cannot do this. With
deferred calculation mode, you have the ability to select which expression
within a rule to calculate.
The Calculate Now menu option submits a queue of data
changes to the server for processing.
Queued changes are executed in the order that they were made.
This menu option is only enabled when the system is in manual (deferred)
calculation mode.
The Remove Last Deferred Entry menu option removes the
last deferred data entry from the list of queued items to be sent to the server
for processing.
This option allows you to undo the last data change made and
return the contents of the affected cell to its original value. This menu
option is only enabled when the system is in manual (deferred) calculation
mode.
The Remove All Deferred Entries menu option removes all
pending deferred data changes from the list of queued items to be sent to the
server for processing.
This option allows you to undo all data changes made since the
last set of deferred entries was processed. When this option is selected, the
original contents of the affected cells are restored. This menu option is only
enabled when the system is in manual (deferred) calculation mode.
The View menu contains the following options:
This option switches to the grid view of your worksheet when you
are in Chart view.
You may also use Toggle to switch between the chart and the grid.
Toggle Toolbar Button
This option switches to the chart view of your worksheet when you
are in Grid view.
All numeric data or subsets of such data in a worksheet can be
easily converted to a graphical chart.
You can also use Toggle to switch between the chart and the grid.
Toggle Toolbar Button
In the Chart view, the grid rows are displayed on the y-axis, the
grid columns are displayed on the x-axis, and the current visible slice
position is displayed on the z-axis. If there are items selected in the grid at
the time the view is toggled to Chart, the chart will only display those items.
If there is no selection, the chart will display all items (for a maximum of
1000 positions). The Chart view is created at the current aggregate level of
the grid.
See View - Alert Manager.
See View - Full Screen.
The Zoom menu option displays the Zoom dialog. This dialog
allows you to enlarge the grid contents of the active window for easier
viewing, or reduce the size of the contents in order to fit as much data on the
terminal display as possible.
A different zoom level can be specified for each worksheet in a
workbook. When a workbook is closed, the current zoom level for each worksheet
is saved.
The grid view zoom level only affects the display of data on the
computer terminal. Zooming does not affect the scaling value set in Page Setup
and has no effect on printing.
See View - Status Bar.
See View - Toolbar.
The Find Next Alert menu option scrolls the worksheet to
the next occurrence of the active alert. When searching for the next alert, the
system begins in the current alert cell and scans the active alert measure
forward. When an alert is found, the worksheet is scrolled so that the cell
containing the alert appears in the worksheet window.
The Find Previous Alert menu option scrolls the worksheet
to the previous occurrence of the active alert. When searching for the previous
alert, the system begins in the current alert cell and scans the active alert
measure backward. When an alert is found, the worksheet is scrolled so that the
cell containing the alert appears in the worksheet window.
The Change Alert Measure menu option produces a dialog
from which you choose the active alert measure for the worksheet. When more
than one alert measure exists in a worksheet, one must be the active alert
referenced when performing such menu commands as Find Next Alert and Find
Previous Alert.
The Next in Flow Control provides a menu-driven method of
advancing to the next step in the business process. Each distinct step is
associated with a separate worksheet or a set of worksheets. Choosing this
option has the same effect as clicking the Next toolbar button.
The steps in the business process are represented by the flow
control tabs, which normally appear immediately beneath the application
toolbar. To view the worksheets associated with a particular step, you can
click the corresponding tab.
The Previous in Flow Control menu options provide a
menu-driven method of returning to the previous step in the business process.
Each distinct step is associated with a separate worksheet or set of
worksheets. Choosing this option has the same effect as clicking the Previous
toolbar button.
The steps in the business process are represented by the flow
control tabs, which normally appear immediately beneath the application
toolbar. To view the worksheets associated with a particular step, you can
click on the corresponding tab.
The Sort menu option displays the Create Sort Attribute dialog
box.
This dialog allows you to create a user-named attribute based on
selected grid data that can be used to sort and re-sort data in the attribute’s
corresponding dimension.
The sorting mechanism allows you to sort one dimension in a
hierarchy according to current data values in the grid. To sort data, you must
first select a one-dimensional data space (a single column or row of data in
the grid). Once the data is selected, choose the View – Sort menu option to
display the Create Sort Attribute dialog box.
The Format menu contains the following options:
This option displays the Axis tab of the Format Options dialog.
Format Options Dialog Box - Axis
Tab
The changes you make on this tab affect the appearance of the
row, column, and/or slice axes of your worksheet. The Axis option on the
Format menu is only available in Grid view.
Apply to Axis
On the Axis tab, the Apply To Axis options allows you to
select whether to apply your changes to the Row Axis, Column Axis, Slice Axis,
or All Axes. If you want to apply a format to a specific axis, select the
appropriate Apply To Axis option before you select a fill or font.
Formatting Options
Use the Formatting Options area to select which aspects of your
worksheet to change. Select the corresponding button to change these formatting
options:
§ Text
Color – Sets the color of text in the axes of the worksheet.
§ Fill
Color – Sets the background color for worksheet axes.
§ Font
– Displays a standard font dialog box, in which you select the size and style
of text in your worksheet axes.
Axis Options
The available options affect the axis display of axes that are
currently in outline view. Axis options can only be changed for one grid axis
at a time. Click the check boxes to toggle the display of the following axis
options:
§ Show
Connector Lines – Toggles the display of connector lines in the selected
axis when multiple dimensions are displayed in outline view.
§ Shade
Colors by Dimension – Toggles the use of a shading scheme to differentiate
dimensions in the axis and grid display. When this check box is selected,
position labels and data cells that belong to different hierarchical levels are
shaded differently.
§ Show
Attribute Labels – Toggles the display of label headers that designate
attributes for positions appearing along the chosen axis. For the column axis,
these attribute labels appear to the left of the column axis header area. For
the row axis, the labels appear directly above the row axis header area.
Note: This
option turns on/off the display of attribute labels. To turn on the display of
position attribute values, right-click over the desired axis and choose Select
Display and Sort Attributes from the menu.
Preview Window
The Preview window provides a sample view of your changes.
Clear Format
The Clear Format button removes all formatting options
from the selected axis.
§ Click
Apply to make your changes without closing the dialog box.
§ Click
OK to make the changes and return to your worksheet.
§ Click
Cancel to close the dialog box without applying any format changes.
Note: Cancel
does not undo any changes that have already been made using the Apply
button.
Format – Measure
The Measure option displays the Measures tab in the Format Options dialog box.
The changes made on this tab affect the way measure labels and
data appear in your worksheet. The Measure option on the Format menu is only available in Grid
view.
Apply To
The Apply To option allows you to select whether to apply
your changes to the cells, to the labels, or to both.
Measure
The Measure list area list allows you to select one or
more measures to be formatted. Click on a measure in the list to select it. Use
Ctrl + Click or Shift + Click to make multiple selections at the same time. Make
your measure selections here before choosing any worksheet features to format.
Formatting Options
Use the Formatting Options area to select the aspects of your
worksheet to change. Any formatting options selected affect only the measures
selected in the Measure drop-down list at the time the changes are applied.
Select the corresponding button to change these formatting options:
§ Text
Color – This option sets the color of text for the selected measure’s label
and/or cells.
§ Fill
Color – This option sets the background color for the selected measure’s
label and/or cells.
§ Font
– This option displays a standard font dialog box where you select the size and
style of text for the selected measure’s label and/or cells.
§ Alignment
– This option allows you to select left, center, or right alignment for the
selected measure’s cells.
§ The
Alignment feature can be formatted for cells only (not measure labels).
§ Border
Style – This option displays a dialog box that contains a list of available
border styles (solid line, dashed line, dotted line, and so on) to apply to the
selected measure’s data cells. This dialog box permits you to apply the border
to the top, bottom, right, and/or left side of the cells. The Border Style
feature can be formatted for cells only (not measure labels).
§ Border
Color – This option sets the color for the border applied to the selected
measure’s data cells. The Border Color feature can be formatted for cells only
(not measure labels).
Preview Window
The Preview window provides a sample view of your changes.
Clear Format
Clear Format removes all formatting options from the
selected measures.
To make your changes without closing the dialog box, click Apply.
To make the changes and return to your worksheet, click OK. To close the
dialog box without applying any format changes, click Cancel.
Note:
Cancel does not undo any changes that have already been made using the Apply
button.
The Chart menu option on the Format menu is only
available when you are viewing data in Chart mode. This menu item allows you to
customize a variety of chart features, including chart type, color scheme,
title style, axis settings, and 2D/3D aspects.
Select Format-Chart or click the Format button on
the workbook toolbar. The Chart Properties dialog box appears.
Chart Properties - General Tab
Format – Chart – General
The General tab of the Chart Properties dialog allows you to select general types of
formatting options for your chart. Use this tab to specify display effects and
color schemes for various chart features.
Colors
§ Palette
– This option allows you to change the entire color palette for the chart.
Changing the palette will affect all elements of the chart. Click the arrow to
produce a list of available palettes.
§ Background
– This option allows you to specify the color of the chart background and point
legend. Click the arrow to produce a color palette, and click the desired
color.
§ Chart
Box – This option allows you to specify the color of the chart box (the
area within the grid axes). Click the arrow to display a color palette, and
click the desired color.
Effects
§ Stacked
– This option allows you to stack all series in the chart. This option is only
available when the chart type is Area, Area-Curve, Bar, or
Gantt. There are three stacked-style options:
– Side
by Side (no stacking) – Series are placed alongside each other and are not
stacked.
– Stacked
– At any given position, each data series is charted on top of the previous
one, adding its value to the stacked bar.
– Stacked
100% – Like the stacked option, each data series is positioned above the
previous one, adding its value to the stacked bar. However, for each position,
each series’ percentage of the total is calculated and charted, such that all
series together total 100%. At any given position, this option allows you to
compare the strength of each series relative to the whole.
§ Axes
– This option allows you to change the line style of the chart axes. There are
four options: None (no axes), 3D Frame, Math, and Flat Frame.
§ Anti-Aliasing
– Toggles anti-aliasing (pixel smoothing) when rendering the chart.
When you have made your selections, click Apply to apply
the changes and leave the Chart Properties dialog open. Click OK to
apply the changes and close the dialog, or click Cancel to return to your chart
without implementing any changes.
3D
The 3D section of the General tab allows you to
customize properties of three-dimensional charts. The features on the 3D
section are only enabled when your chart is displayed in 3D view. To change
your chart to 3D mode, select the 3D checkbox on the General tab in Chart
Properties dialog box, which is accessed by selecting Format – Chart.
§ 3D
– This option toggles the display between 2D/3D views. When selected, the chart
will be displayed in three-dimensional mode.
§ Rotated View – The Rotated View option
allows you to toggle between the standard three-dimensional view of your chart
and your customized, rotated view. Select this check box to convert your chart
to the rotated view specified by selections made on the 3D tab. This
field is only enabled when you are viewing your chart in 3D mode.
§ Cluster
(Z axis) – This option activates/deactivates z-axis clustering. When you
are viewing your chart in 3D mode and this feature is checked, each charted
series will appear in a separate row along the z-axis.
§ X
Angle – If Rotated View is selected, the X Angle field allows you to
enter the numeric value of the x-axis rotation angle. The rotation of the
x-axis can also be performed by dragging the blue marble in the interactive
rotation figure at the upper left of the dialog.
§ Y
Angle – If Rotated View is selected, the Y Angle field allows you to
enter the numeric value of the y-axis rotation angle. The rotation of the
y-axis can also be performed by dragging the red marble in the interactive
rotation figure at the upper left of the dialog.
§ Perspective
– Drag the pointer on the Perspective slider to alter the perspective of
your 3D view. Use the sample rotation frame at the top right of the dialog to
preview your chosen perspective.
When you have made your selections, click Apply to apply
the changes and leave the Chart
Properties dialog open. Click OK to apply the changes and close the
dialog, or click Cancel to return to your chart without implementing any
changes.
Format – Chart – Series
The Series tab of the Chart
Properties dialog allows you to customize the X axis settings, such as the
gallery, fill, marker, bar, and border settings.
Chart Properties - Series Tab
All Series
§ Gallery: This option allows you to
change the chart type. Click the arrow to produce a menu of available chart
types.
§ Point
Labels: Select this check box to include point values on your chart. For
bar graphs, the value of each point will appear above the bar.
Fill
The Fill options allow you to specify the Scheme, Color,
Alternate and Pattern options for the bar or line representing the selected
series.
§ Scheme: This option allows you to
select the scheme for plotted data series. The options are: Solid (color),
Monochrome (b/w), Patterns, and Gradients.
§ Color: This option is the background
color of the bar unless Patterns is chosen. For Patterns, this option would
display the color of the pattern line.
§ Alternate: This option is activated
when the Pattern scheme is chosen. The color option chosen will be the
background color of the selected bar.
§ Pattern: This option previews the
choices selected in the Color and Alternate options. The list includes
different line patterns including: Horizontal, Vertical, and Diagonal.
Marker
The Marker option allows you to specify the Shape, Size, and Same
Color Lines option for the line representing the selected series.
§ Shape: Allows you to specify the shape
of the selected series’ point markers. Click the arrow to produce a menu of
available shapes.
§ Size: Increases/decreases the size of
the point markers for the selected series. Increase the value to enlarge the
markers.
§ Same Color lines: Click this check box
to have the selected series’ point markers and lines displayed in the same
color.
Bar
§ Gap
Width: This option specifies the thickness of each bar by allowing you to
adjust the spacing between groups of series along the point axis. Increase the
gap width percentage to increase the spacing between points, thus decreasing
the thickness of each series’ bar.
§ Square:
Click this button to represent the selected series by standard rectangular
bars.
§ Cylinder:
Click this button to represent the selected series by shaded cylindrical bars.
§ Cone:
Click this button to represent the selected series by shaded conical bars.
Border
The bars representing each series may be displayed without a
border, or with a custom border whose effect, color, style, and weight you
define.
§ Effect: This option creates a visual
effect for the border. Choices include: None, Raised, Light, Dark, Opposite,
and Shadow.
§ Color: This option sets the color for
the border.
§ Style: This option displays a list of
available border styles: Solid Line, Dashed Line, Dotted Line, and Dots/Dashes.
§ Weight: This option enables you to
choose the border thickness.
When you have made your selections, click Apply to apply
the changes and leave the Chart
Properties dialog open. Click OK to apply the changes and close the
dialog, or click Cancel to return to your chart without implementing any
changes.
Format – Chart – Y Axis
The Y Axis tab of the Chart
Properties dialog allows you to customize the Y axis settings, such as the
appearance of major/minor axis units, gridlines, and tick marks.
Chart Properties - Y Axis Tab
Scale
This option allows you to format the scale of the selected
axis.
§ Step:
The Step option sets the scale unit for the axis. The default is Auto.
The chosen axis labels and values in the grid are scaled by any value entered
in this field. For example, if you enter a scale unit of 1000, the default axis
labels and data points in the grid are divided by 1,000. Thus, you can display
large data values in an abbreviated format.
§ Minimum
/ Maximum: The Minimum / Maximum option allows you to specify a
minimum value and maximum value for the chosen axis. If any chart value falls
below this minimum or above this maximum, the chart will be clipped.
§ Decimals:
The Decimal Places option allows you to set the number of digit places
to follow a decimal in axis labels and chart values.
§ Format:
The Format option sets the format of the selected axis. Choose a format
type from the list:
– None
– Displays numeric data with no formatting
– Number
– Displays numeric data with a comma separator every three digits
– Currency
– Displays numeric data preceded by a dollar sign and with a comma separator
every three digits
– Scientific
Notation – Displays numeric data in scientific notation (exponential
format)
– Percentage
– Converts numeric data to percentage format and displays this value followed
by a % sign
– Logarithmic:
The Logarithmic Scale option toggles the display between logarithmic and linear
scales. Select this option to create a logarithmic scale with a log base of 10.
Labels
This option allows you to create axis titles and manipulate the
text orientation of labels displayed on the selected axis.
§ Angle – Enables the labels to be
at an angle to provide more room
§ Staggered – Stacks the Labels into rows
to provide more room
Gridlines/Tickmarks
§ Show Gridlines – This check box
toggles the display of gridlines associated with the major/minor units along
the selected axis
§ Tickmark – This option sets the
division style for the selected axis. Choices include: None, Outside, Inside,
and Across
§ Color – This option sets the color of
the tickmark lines
§ Style – This option displays a list of
available tickmark styles: Solid Line, Dashed Line, Dotted Line, and
Dots/Dashes
§ Weight – This option enables you to
choose the tickmark thickness
§ Interlaced – Selecting this check box
enables you to choose a second color bar to help improve the clarity of the
chart. The second color alternates with the white background of the chart.
§ Color (Active for Interlaced) – This color is used when the
Interlaced check box is checked. This alternate color, which appears on every
other step in the scale, helps to increase the visual clarity of the chart.
When you have made your selections, click Apply to apply
the changes and leave the Chart
Properties dialog open. Click OK to apply the changes and close the
dialog, or click Cancel to return to your chart without implementing any
changes.
Format – Grid
The Grid option displays the Grid tab of the Format Options dialog.
Here you can change the appearance of the grid lines in your
worksheet. You can also specify the string values to be displayed when data in
cells is NA, or when the value of aggregate-level data is ambiguous. The Grid
option on the Format menu is only available in Grid view.
Formatting Options
The Formatting Options The Formatting Options section
allows you to select the color of the grid lines in your worksheet.
Click the Line color within grid button to produce a color
palette to use to specify the desired color.
Grid Options
The Grid Options section allows you to specify whether grid lines
and hierarchy tiles should appear on your worksheet. Also use this section to
specify display values for instances in which cell data is NA or ambiguous.
The Grid options are:
§ Show
Horizontal Grid Lines – If this option is selected, the horizontal grid
lines are displayed on the screen.
§ Show
Vertical Grid Lines – If this option is selected, the vertical grid lines
are displayed on the screen.
§ Show
Hierarchy Tiles – If this option is selected, the hierarchy tiles are
displayed on your worksheet. Clear this check box to eliminate the hierarchy
tiles from your worksheet view.
§ Ambiguous
Type – In this field, you can specify the string to be displayed when it is
not clear how the system should aggregate certain data values. This string
indicates the presence of lower level data that cannot be displayed at a
particular level of aggregation. For example, picklist-type data at the SKU
level would aggregate ambiguously if different SKUs in the same Style contained
different picklist values. You can specify here what the system should display
in a Style-level cell.
Preview Window
The Preview window provides a sample view of your changes.
Clear Format
The Clear Format button removes all grid formatting
options from your worksheet.
To make your changes without closing the dialog box, click the Apply
button. To make the changes and return to your worksheet, click OK. To
close the dialog box without applying any format changes, click Cancel.
Note: Cancel
does not undo any changes that have already been made using the Apply
button.
Format – Application
See Format – Application.
Format – Exceptions
The Exceptions menu option displays the Exceptions tab in
the Format Options dialog box.
Here you can specify the formatting for exceptions or data values that
fall outside an acceptable range that you define. The formatting options are only
available for numeric measures. The Exceptions option on the Format menu is only available in Grid
view.
Measure
The Measure
list area allows you to select the measure whose exception values are to be
formatted. Click on a measure in the list to select it. Make your measure
selection here before specifying a range or any display features to be
formatted.
Minimum
This section of the dialog allows you to set the minimum value of
the acceptable range for a measure, as well as the text color, fill color, and
font in which to display any value falling below that minimum.
Maximum
This section of the dialog allows you to set the maximum value of
the acceptable range for a measure, as well as the text color, fill color, and
font in which to display any value falling above that maximum.
Note: The amounts
entered in the Minimum and Maximum fields must be within the
valid range for an editable measure. For example, if the valid range for a
measure is 1 to 99, the system will not accept a Maximum value of 100.
An error message will appear prompting you to re-enter this number.
Enable Exception Display
The Enable
Exception Display option toggles the display of your selected exception
formats. If the option is selected, the exception formats will be applied and
displayed in your worksheet wherever applicable. If the option is not selected,
exception values will not be displayed; however, the system retains your
specified exception formats for use at a later time.
Clear Format
The Clear Format
button removes any exception range and formatting set for the selected measure.
To make your changes
without closing the dialog box, click the Apply button. To make the
changes and return to your worksheet, click OK. To close the dialog box
without applying any format changes, click Cancel.
Note: Cancel
does not undo any changes that were already made using the Apply button.
The Types
option displays the Types tab of the Format
Options dialog where you can modify the cell formatting options for
measures. The Types option on the Format
menu is only available in Grid view.
Format Options – Types Tab
Measure
The Measure
list area allows you to select the measure for which cell formats are to be
modified. Click on a measure in the list to select it. Make your measure selection
here before specifying any display options or formatting options to be changed.
Display Options
§ Prefix
– Enter any string to appear as a prefix before each data value for the
selected measure. For example, you can enter $ to indicate the monetary nature
of a sales measure.
·
Suffix – Enter any string to appear as a suffix
after each data value for the selected measure. For example, you can enter % to
indicate that a given measure value is a percentage.
·
Scale Factor – Enter an integer value to act as
a scaling factor for the measure. When you enter data for a measure that
contains a scaling factor, the value you enter is multiplied by the measure’s
scaling factor to obtain an internal value that is recognized by the server in
data calculations.
Formatting Options
The formatting
options available depend on the type of measure selected.
§ Integer:
§ Use
Spin Button – This option displays up and down arrows in the worksheet cell
that allow you to increase or decrease the cell’s value.
§ Increment
Spin By – This option allows you to set the amount that the system will
increase or decrease the cell value when you click on the spin buttons. This
option is only enabled when the Use Spin Button check box is selected.
§ Use
Separator – This option allows you to specify whether a separator (a comma)
should appear between every three digits.
§ Floating
Point:
§ Precision
– This option allows you to specify the number of digits to be displayed to the
right of the decimal.
§ Use
Separator – This option allows you to specify whether a separator (a comma)
should appear between every three digits. Integer type measures have the
following formatting options:
§ Date:
§ Do
not display time – This option does not display the time in a date measure.
This is the default setting. Using the Clear Format button resets the date
format to this option.
§ Display
12-hour time – This option displays the time in a date measure in a12-hour
format. Example: 10:58PM.
§ Display
24-hour time - This option displays the time in a date measure in a24-hour
format. Example: 22:58.
§ The
Combobox, Checkbox, and String type measures do not have formatting options.
Preview Window
The Preview window
provides a sample view of your changes.
Clear Format
Clear Format removes any type formatting set for the
selected measure.
To make your changes
without closing the dialog box, click Apply. To make the changes and
return to your worksheet, click OK. To close the dialog box without
applying any format changes, click Cancel.
Note: Cancel does not undo any changes that have already
been made using the Apply button.
The Workbook option
displays the Workbook tab of the Format Options dialog.
This tab allows you
to enable/disable the synchronized page scrolling feature.
Enable Synchronized Page
Scrolling
Select this option to
enable synchronized page scrolling. Often, multiple windows exist that contain
the same page or slice dimension. Slice dimensions are those that appear along
the z-axis of a window (that is, the top left of the worksheet). Positions
along the slice dimension are viewed as pages that you can scroll through using
the slice scroll bar to the right of the position indicator.
When synchronized
page scrolling is enabled, all windows that contain the same slice dimension
will scroll to a new slice position when any one window is scrolled. when
synchronized page scrolling is disabled, scrolling through slice positions in
one window does not affect the slice position display of other windows.
Format – Save Format
The Save Format
option allows you to save any formatting changes you have made to the workbook
with the workbook template.
In doing so, you
cause any new workbook that you create using that same workbook template to
default to your saved format. This feature prevents you from having to redefine
formatting changes each time you recreate a workbook. The Save Format option on
the Format menu is available when you are viewing your data in either grid or
chart mode.
Depending on your
access level, you can save formats at the User level, Template level, or Group level.
If you save a format at the User level, that format will affect subsequent
workbooks created by you alone. If you have administrative access, you can save
a format at the Template level, and all new workbooks created in the system by
any user using that same workbook template will automatically default to that
format. Formats saved at the User level override those saved at the Template
level. You can also save formats at the Group level. These changes affect
subsequent workbooks created by members of the group you specify.
Note: These styles are saved with the workbook template, so they only affect
future workbooks created from that same template. For example, if you make
formatting changes while viewing a Planning Workbook and then select Save
Format, these changes will not be seen when you create a new Measure
Analysis Workbook. They will, however, be seen whenever you create a new
Planning Workbook.
Saved formats do
not affect previously created and saved workbooks.
Format – Delete Format
The Delete Format option clears any formatting changes
that you have previously saved as a format.
If Delete Format
is selected, any new workbooks created using the same workbook template will no
longer default to this format. The Delete Format option on the Format menu is available when you are
viewing your data in either Grid or Chart mode.
Note: Format changes are saved with the workbook
template, so it only affects future workbooks created from that same template.
For example, if you select Delete Format while viewing a Planning Workbook, the
format of a new Measure Analysis Workbook will not be affected.
The Window menu contains options for manipulating open windows.
It includes the following options:
This option creates a new window.
This new window has the same contents as the active window, and
can display different parts of the window or show the same parts of the window
in different views. If the contents of the original window change, all of the
other windows that contain the same information will reflect those changes.
When you open a new window, it becomes the active window and is displayed on
top of all other open windows. This menu item is enabled as long as there is at
least one window open in the application.
This option deletes the current window. This menu item is only
enabled when the workbook contains more than one window of the same type.
If the active window is the last window of that type, you will
not be able to delete it.
This option allows you to specify a new name for the active
window. A dialog displays where you can type the new name.
This option hides, but does not delete, the active window. A
hidden window is not displayed as an icon or on the Windows List area at
the bottom of the Window menu. You can unhide a window by selecting Unhide.
This option displays a dialog box
that lists all currently hidden windows. Highlight one or more window titles,
and click OK to unhide them. This menu item is only enabled when there
is at least one hidden window.
The Cascade option arranges all open windows so that all
worksheet titles are visible, but only the window on top (the active window)
can be viewed completely. To view any other window in the cascade, click on
that window’s title bar to bring it to the front.
This option arranges all currently open windows in a stack that
stretches from the top of the screen to the bottom. The height of each window
depends on the number of windows that must be displayed. This display method is
useful when you want to view two or more windows simultaneously for comparison.
This option arranges all currently open windows vertically from
left to right across the full screen. The width of each window depends on the
number of windows that must be displayed. This display method is useful when
you want to view two or more windows side by side for comparison.
The bottom portion of the Windows menu contains a list of all
unhidden windows. Each unhidden window is represented here (grid or a chart,
open or minimized). A checkmark is located beside the active window. To
activate any other window from this list, click the window name.
Select Unhide from the Window menu to view a list of
currently hidden windows.
The Message Log option produces a dialog box that displays
error messages.
This menu option is only enabled when there are messages to be
read.
The Contents menu option displays the contents for the
Oracle Retail Predictive Solutions Help system.
The About menu option displays information about the
application, which includes client version, server version, copyright, and licensing
information.
The application toolbar has several buttons that give direct
access to common commands and actions that you otherwise access through menu
options.
Toolbar When No Workbooks Are Open
Toolbar when No Workbooks Are Open
Toolbar When Workbooks Are Open
Toolbar when Workbooks Are Open
Previous Button
The Previous button navigates to the previous step in the
business process.
Previous Button
Note: This
button produces the same result as View – Previous in Flow Control.
Each distinct step is associated with a separate worksheet or set
of worksheets.
This button only appears on the toolbar when the open workbook
template is one for which process tab control can be enabled. For some
templates, tab control is not available.
The steps in the business process are represented by the flow
control tabs, which normally appear immediately beneath the application
toolbar. To view the worksheets associated with a particular step, you can
click the corresponding tab.
Next Button
The Next button navigates to the next step in the business
process.
Next Button
Note: This button
produces the same result as View – Next in Flow Control.
Each distinct step is associated with a separate worksheet or set
of worksheets. This button only appears on the toolbar when the open workbook
template is one for which process tab control can be enabled. For some
templates, tab control is not available.
The steps in the business process are represented by the flow
control tabs, which normally appear immediately beneath the application
toolbar. To view the worksheets associated with a particular step, click on the
corresponding tab.
New Workbook Button
Use the New Workbook button to create a new workbook.
New Workbook Button
Note: Clicking
this button is the same action as choosing File – New.
The New dialog appears and allows you to choose a workbook
template.
New Dialog Box
This toolbar option is always available, but if you select it
while a workbook is already open, you will be prompted to close the current
workbook before building the new one.
Open Workbook Button
Use the Open workbook button to open an existing workbook.
Open Workbook Button
Note:
Clicking this button is the same action as choosing File– Open.
The Open dialog is displayed from which you choose a workbook
from a list of those available.
Open Workbook Dialog
To bypass the Open dialog and quickly select a workbook to open,
click on the small arrow to the right of the Open toolbar button. This
arrow produces list of available workbooks from which you can choose one to
open.
This toolbar option is always available, but if you select it
while a workbook is open, you will be prompted to close the current workbook
before opening another.
Refresh Workbook Button
The Refresh Workbook button refreshes the currently open
workbook.
Refresh Button
Note: Clicking
this button is the same action as choosing File– Refresh.
Close Workbook Button
The Close Workbook button closes the currently open workbook.
Close Workbook Button
Note: This
button has the same action as choosing File – Close.
If the workbook has been previously saved and no new changes have
been made, this toolbar button closes the workbook. If the current workbook has
not been saved, or if changes have been made since the last save, this button
produces the Close dialog. Use the Close dialog to specify whether and how to
save/commit changes to the workbook before closing.
The Close toolbar button is only available when a workbook
is currently open.
Save Workbook Button
The Save workbook button stores all information in the workbook,
including the current layout of worksheets and charts.
Save Workbook Button
Note: This
button performs the same action as File – Save.
If the current workbook was previously saved, the Save
button updates the stored information. If the workbook has not been previously
saved, the Save button produces the Save As dialog where you specify a
workbook name.
The Save button is only enabled when a new workbook has
not been saved, or when changes have been made to a saved workbook.
The Save button does not commit changes to the master
database. To commit changes, choose File – Commit Now from the main
menu.
Cut Button
The Cut button feature copies selected worksheet data to an
application clipboard and clears the data from the worksheet cells.
Cut Button
Only data from writable measures can be cut.
Note: The
Cut button performs the same action as Edit – Cut.
When you use the Edit – Cut option to cut data, the
function performs the cut at the current hierarchical level. Data can only be
cut from one dimensional level at a time, so if multiple dimensions are
represented in your grid selections, the cut is performed at the lowest
dimensional level actually selected.
Note: The Cut
option does not copy information to your Windows clipboard. The data is copied
to an application-specific clipboard and cannot be pasted into other programs.
If you intend to paste the data into another application, you can choose the Edit
– Copy to Clipboard option.
Performing Specialized Cut Functions
The Cut toolbar button (the Edit – Cut option) is
the simplest method of cutting data from your worksheet. There are some
specialized cut functions that you can perform by accessing the appropriate
dialog. Namely, you can opt to cut the data at the base level, and/or you can
opt to cut the data from all slices in the worksheet. If you want to perform
either of these operations, choose the Edit – Cut Special option.
Copy Button
The Copy button copies selected worksheet data to an application
clipboard.
Copy Button
Note: This
button performs the same action as choosing Edit – Copy.
The Copy function is typically used with the Paste
function to speed the process of populating data cells in a worksheet.
When you click the Copy button, the system performs the
copy at the current hierarchical level. Data can only be copied from one
dimensional level at a time, so if multiple dimensions are represented in your
grid selections, the copy is performed at the lowest dimensional level actually
selected. Unlike the Cut function, Copy does not clear the data from the copied
cells.
Note: The Copy
command does not copy information to your Windows clipboard. The data is copied
to an application-specific clipboard and cannot be pasted into other programs.
If you intend to paste the data into another application, you can choose the Edit
– Copy to Clipboard command.
Performing Specialized Copy Functions
Using the Copy toolbar button (the Edit – Copy
command) is the simplest method of copying data in your worksheet. There are
some specialized copy functions that you can perform by accessing the
appropriate dialog. Namely, you can opt to copy the data at the base level,
and/or you can opt to copy the data from all slices in the worksheet. If you
want to perform either of these operations, choose the Edit – Copy Special
function.
Paste Button
The Paste button paste data into measures.
Paste Button
Note: This
button performs the same action as choosing Edit – Paste.
This toolbar button is only enabled after you have placed data on
the application clipboard by using the Cut, Cut Special, Copy, or Copy Special
function. The Paste option pastes the data that was last placed on the system
clipboard into the selected cells.
Select the cells that you want to paste data into, and click Paste.
Data can only be pasted into writable measures.
Note: The
Paste command does not paste data from your Windows clipboard. This command
only pastes data from an application-specific clipboard, and it cannot be used
to import data from another application. If you want to paste copied data from
another program, you must choose the Edit – Paste from Clipboard
command.
Calculate Button
The Calculate button submits a queue of data changes to the
server for processing.
Calculate Button
Note: This
button has the same action as selecting the Edit – Calculate Now menu
option.
This button is only enabled when the system is in Manual
(Deferred) Calculation mode.
Queued changes are executed in the order that they were made.
Update Button
The Update button recalculates all sort attributes and dimension
splits displayed in the workbook based on user edits since the attribute or
dimension split was applied to the data.
Update Button
Toggle View Button
The Toggle button toggles the display of worksheet data between
Grid view and Chart view.
Toggle Button
Note: This button
has the same action as choosing View – Chart or View – Grid.
Sort Ascending and Sort Descending Buttons
Using the Sort Ascending and Sort Descending buttons available on
the toolbar, you can sort the positions in a dimension based on the values of a
measure’s slice for that dimension. You can do this without having to define
additional attributes, as you would when using attribute based sort.
Sort Ascending and Sort Descending
Buttons
Format Button
When viewing your worksheet in Grid mode, the Format button
displays the Format Options dialog, which allows you to customize settings for
grid features.
Format Options - Grid Tab
Format Button
Note: Clicking
this button is the same action as choosing Format – Grid.
The Format Options dialog allows you to perform such functions
as:
§ Customize
the display of horizontal and vertical gridlines
§ Specify
the text color, fill color, font, and alignment of cells and labels
§ Specify
a color scheme for the grid background, deferred calculation cells, read only
cells, and read/write cells
§ Customize
formatting for exception values
§ Specify
prefixes, suffixes, and scale factors to facilitate data entry
When viewing your worksheet in Chart Mode, the Format button
displays the Chart Properties dialog, which allows you to customize settings
for chart features.
Chart Properties
Note: Clicking
this button is the same action as choosing Format – Chart.
The Chart Properties dialog allows you to perform such functions
as:
§ Specifying
the chart type (line chart, bar chart, pie chart, and so on)
§ Customizing
the color scheme for all chart series, background, point markers, and chart box
§ Selecting
a 2D or 3D view of your chart, rotating a chart in three-dimensional space, and
specifying perspective for three-dimensional charts
§ Customizing
the axis display (major/minor units, tickmark appearance, axis titles, axis
scale)
§ Creating
a title for your chart
When you are viewing your chart using the Chart utility, you can
right-click anywhere within the chart display to produce a convenient quick
menu. This menu provides easy access to commonly used chart formatting
commands. It allows you to quickly toggle the display of various chart components,
and it provides the means to change colors, fonts, titles, and other display
features.
This option toggles the display of the Chart Data Editor. This is
a data grid that contains the values of the elements plotted in your chart. You
can double-click any data value in the grid to edit it. The chart will then be
redrawn to reflect your change.
This option toggles the display of the series legend.
This option provides quick access to the gallery types menu,
which allows you to select a new chart type.
This option provides quick access to a color palette, which
allows you to change the color of a selected chart area.
Right-click on a chart area (data series, chart box, background,
and so on) to produce the quick menu, and select a new color for that chart
area from the color palette.
The Edit Title option provides quick access to a text box where
you can type or edit the chart title.
The Point Labels option toggles the display of point labels (data
values corresponding to each marker) in your chart.
The Font option provides access to a standard font dialog where
you can select or change the font, font style, font size, effects, and color of
text in your chart. Right-click on the chart text you want to change, and then
select Font from the resulting quick menu to display the Font dialog.
The Properties option opens the Chart Properties dialog.
Note: This menu
option has the same result as clicking Format on the main toolbar.
When you view your worksheet in chart mode, the Chart charting
utility provides a toolbar that you use to access various formatting and chart
manipulation features. Pass your cursor over the toolbar to display the button
title in a pop-up caption.
If the toolbar is currently hidden and you want to display it,
right-click within the chart display area, and select Toolbar from the quick
menu.
Chart Toolbar
The Open Chart option allows you to open a previously saved
chart.
The Save Chart option allows you to save a copy of your chart as
an individual file. You then specify the name, location, and file type. Charts
may be saved as Chart files, Chart templates (no data), and text files (data
only, metafile pictures, or bitmap pictures).
The Copy to Clipboard option allows you to copy your chart to a
clipboard that can be used in other applications. You can copy your chart in
one of three formats:
§ bitmap
image
§ metafile
picture
§ text
(data only)
This functionality is particularly useful if you want to embed a
copy of your chart in a separate document, such as a Word file. Copy your chart
to the clipboard as a bitmap image, and paste the chart into the other
application.
The Gallery option provides quick access to the gallery types
menu, which allows you to select a new chart type.
The Color option provides quick access to a color palette that
allows you to change the color of a selected chart area.
The Vertical Grid option toggles the display of vertical grid
lines in your chart.
The Horizontal Grid option toggles the display of horizontal grid
lines in your chart.
The Legend Box option toggles the display of the series legend.
The Properties option opens the Chart Properties dialog. This
menu option has the same result as clicking the Format button on the main
application toolbar.
The 3D/2D option toggles between two-dimensional and
three-dimensional views of your data.
The Rotate option produces the 3D tab of the Chart Properties
dialog. On this tab, you can customize the properties of three-dimensional
charts, including specialized rotation views. This toolbar button is only
enabled when the chart is in 3D mode.
The Z-Clustered option activates and deactivates z-axis
clustering. When you are viewing your chart in 3D mode and this feature is
selected, each charted series appears in a separate row along the z-axis.
The Zoom option allows you to zoom in on a section of your chart
and view it at a higher magnification. Click this toolbar button to activate
the Zoom feature. Then click and hold the mouse button over a corner of the
chart area that you want to enlarge. Drag the cursor to the opposite corner of
the area that you want to magnify, and release the mouse button. To return to
normal view, click the Zoom button again.
The Print Preview option opens a dialog that you can use to
preview your chart before printing. On this dialog, you can specify options,
such as print orientation and margins.
The Print option allows you to print copies of your chart.
The Tools option provides a menu of features that can be shown or
hidden. Click on any menu item to display it if it is currently hidden, or to
hide it if it is currently displayed. Use this button to show and hide the
values legend, the series legend, the data editor, the palette bar, and the
pattern bar.
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