Contents

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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Review Patch Documentation
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Technology Network
• Conventions

1 Getting Started

• Overview
  • Where Does the RPAS Fusion Client Fit in a Retail Enterprise
• Basic Concepts of RPAS
  • Multidimensionality
  • Dimensions
  • Measures
  • Domains and Workbooks
• Terminology Differences Between Clients
• Setting Up Your Browser
  • Cache Settings
  • Security Settings for Internet Explorer
• Logging into the Fusion Client
  • Logging in with Single Sign-On
  • Accessing through Guided Launch
  • Concurrent Sessions
  • Multiple Sessions
• Understanding the Taskflow
  • Access-Based Visibility
  • Switching Between Multiple Tasks
• Opening a Workbook
  • Understanding the Open Workbook Window
• Creating a New Workbook
• Deleting a Workbook
• Renaming a Workbook
• Understanding the Workbook Wizard Window
  • Saving and Loading Favorites
  • Saving Favorites
    • Saving Calendar Positions as Favorites
  • Editing Favorites
  • Loading Favorites
  • Deleting Favorites
• Extra Measures
  • Tasks with Extra Measures
  • Using Extra Measures
• Plug-Ins from External Applications
  • Overview of Plug-Ins From Other Applications
  • Configuring the Plug-In to Display in the Fusion Client
  • Adding Plug-Ins to RPAS
    • Launching from the RPAS Fusion Client Home Page
    • Adding to the Task Flow
    • Launching from Within a RPAS Worksheet
• Reports
• Locating the Commit Status
• Viewing an Announcement
• Locating the Version Number
• Accessing Online Help
  • Contents
  • Figures and Tables
  • Index
  • Search
• Logging Out of the Application

2 Understanding the User Interface

• Quick Access Toolbar
  • File Menu Options
  • Edit Menu Options
  • View Menu Options
  • Format Menu Options
• Contents Area
  • View Title Bar
    • Maximizing or Restoring a View
    • Minimizing a View
    • Moving a View
    • Renaming a View
    • Making a Copy of a View
    • Deleting a View
  • Page Edge and Dimension Tiles Area
    • Understanding Paging/Position Navigation
  • View Toolbar
  • View Area
    • Rotating or Pivoting Dimensions
  • Views Docking Area
  • Resizing Pivot Table Row and Column
    • Resizing Single Row and Column
    • Resizing Multiple Rows and Columns

3 Workbooks

• Loading Data to Workbooks
• Saving Workbooks
  • Permissible File Names
  • Save As Option
    • Auto-Save
• Renaming Workbooks
• Calculating Workbooks
• Refreshing Workbooks
• Committing Workbooks
  • Viewing Commit Statuses
• Synchronized Page Edge Scrolling

4 Cells

• Select and Manipulate Cells
• Navigation Shortcuts for Editing Cells
• Enter or Change Values in a Cell
• Modify Data with Cell Formulas
  • Using Math Formulas
    • Overriding Spread Methods
  • Enter Measure Data Using a Scaling Factor
• Clear and Fill Cells in a View
  • Clear
    • Clear Cells
    • Clear a Dimension Level
    • Clear a Slice
    • Undo Clear
  • Fill
    • Fill from Pivot Table Toolbar (Quick Fill)
    • Undo Fill
• Modifying Cell Data
  • Revert Cell
  • Protection Processing
    • Measure Protection Processing
    • Dimension Protection Processing
• Single Hierarchy Select
• Cut, Copy, and Paste
  • Cut
  • Copy
  • Paste
• Cut, Copy, and Paste Special
  • Cut Special
  • Copy Special
  • Paste Special
• Copy to External and Paste from External
  • Copy to External
  • Paste from External
• Read-Only Measures
• Locking and Unlocking
  • Cell Locking
  • Measure Locking
  • Position Locking
  • Locking and Unlocking Methods
    • Locking Using the Right-Click Context Menu
    • Locking Using the Edit Menu
    • Locking Using the Lock Icon

5 Formatting

• Default Cell Formats
• Modify Formatting
  • Using the Filter to Find Measures
  • Modifying Measure Styles
    • Applying Measure Formats
  • Modifying Number Formatting
    • Applying Number Formats
  • Modifying Date/Time
    • Applying Date/Time Formatting
  • Modifying Exceptions
    • Applying Exception Formatting
  • Modifying Alert Styles
    • Applying Alert Formatting
  • Modifying Dimension Styles
    • Applying Dimension Styles
• Saving Formats
  • Format Levels
  • Saving Options
    • Save Changes Only
    • Save All
    • Inheritance Formatting
• Deleting Formats

6 Dimensions, Levels, and Positions

• Showing/Hiding Levels
  • Using the Right-Click Menu
  • Using the Dimension Dialog Box
• Expanding and Collapsing Levels
  • Using the Right-Click Menu
  • Using the Dimension Dialog Box
• Level Splitting
  • Creating a New Split
  • Clearing a Split
  • Selecting a Split
  • Editing a Split
• Showing and Hiding Positions

7 Measures

• Showing/Hiding/Reordering Measures
• Insert Measures
  • Insert Measures Dialog Box
    • Accessing the Insert Measures Dialog Box
  • Inserting a Measure
  • About Inserted Measures

8 Measure Profiles

• Creating a Measure Profile
• Applying Measure Profiles
• Updating Measure Profiles
• Deleting Measure Profiles
  • Deleting a Measure Profile: Method 1
  • Deleting a Measure Profile: Method 2

9 Dynamic Position Maintenance

• DPM Restrictions
• Add New Positions to a Dimension
• Modify an Informal Position
• Delete an Informal Position
• Using the DPM Search Feature
• Master Detail

10 Dynamic Attributes

• Accessing the Define New Attribute Dialog Box
• Creating Dynamic Attributes
• Managing Dynamic Attributes
  • Accessing the Manage Dynamic Attributes Dialog Box
  • Editing Dynamic Attributes
  • Copying Dynamic Attributes
  • Renaming Dynamic Attributes
  • Deleting Dynamic Attributes
• Updating Attribute Values

11 Sort, Find, and Position Queries

• Sort
  • Simple Sort
    • Sorting By Column Headers
    • Sorting with the Toolbar Icons
    • Sorting in Outline Mode and Block Mode
    • Sorting Across Page Edge
    • Undo Sort Using the Context Menu
• Attribute Sorting
  • Select Attributes for Display
  • Displaying Attributes in Views
    • Outline View
    • Block View
    • Page Edge
  • Attribute-Based Sort
• Find
  • Find Using the Right-Click Context Menu
  • Find Using Edit Menu or Ctrl + F
  • Find Using the View Toolbar
• Position Query
  • Using Position Queries
    • Position Query Filtering Without Calculating
    • Updating Measure Data in Position Queries
    • Scrolling in Position Queries
  • Using Position Queries with Auto Evaluate
    • Updating Measure Data with Auto Evaluate
    • Scrolling with Auto Evaluate
  • No Position Query Matches
• Position Filtering
• Working with Position Filters
  • Initiating Position Filtering
    • Selecting from Page Edge Position
    • Selecting from Rows or Columns
    • Selecting from Cells
  • Using Position Filters
    • Tiling Views
    • Basic Example of Applying Position Filters
    • Additional Example of Applying Position Filtering
    • Page Edge Synchronization
  • Position Filtering and Charts
    • Position Filtering and Chart Drilling
  • Factors Affecting the Use of Position Filters
    • Position Filtering and Hidden Positions
    • Show Members by Batch Alert Option
  • Removing Position Filters
  • Copying and Saving with Position Filtering
    • Copying Workbooks
    • Saving Workbooks

12 Working With Charts

• Viewing Charts
• Working with Charts
  • Charts View User Interface
  • Editing Data Through a Chart
    • Editing Data Without the Drilling Operation Enabled
  • Customizing a Chart
    • Understanding the Chart Formatting Window
    • Understanding the Treemap Chart Formatting Window
  • Saving a Chart as an Image
  • Elapsed and Unelapsed Time
  • Boolean Flags
  • Available Chart Types
    • Area Chart
    • Bar Chart
    • Bubble Chart
    • Column Chart
    • Combination Chart
    • Line Chart
    • Pareto Chart
    • Pie Chart
    • Ring Chart
    • Radar Chart
    • Scatter Chart
    • Treemap Chart
  • Charting and Drilling
    • Introduction
    • Restrictions on Drilling
    • Drilling Down
    • Drilling Back (Reversing Drilling Operation)
    • Page Edge Navigation
    • Formatting Options
    • Editing Data Values
    • Refreshing the Chart

13 Images

• Overview
• Viewing Image from a View
  • Viewing Images – Method 1
  • Viewing Images – Method 2
• Associating Images with a Position
• Comparing Images
• Deleting Images

14 View Details

• Pivot Table Headers
• Pivot Table Cells
• The Detail Pop-Up
  • Accessing a Detail Pop-Up
  • Detail Pop-Up Features

15 Print and Export

• Page Setup
  • Page Tab
  • Margin Tab
  • Header/Footer
  • Sheet
  • Page Breaks
• Export
  • Export to a Text File
  • Export to Excel
    • Option 1: Export Option in the File Menu
    • Option 2: Export Icon in the Toolbar
• Print
  • Option 1: Print Option in the File Menu
  • Option 2: Print Icon in the Toolbar

16 Special RPAS Fusion Client Features

• Overview of Alerts
• Batch Alerts
  • Show Members with Batch Alert
  • Show/Open the Alert Manager Window
  • Building a Workbook Using Batch Alerts
  • Inserting a Batch Alert in an Existing Workbook
  • Finding Batch Alerts
  • Resolving Batch Alerts
• Real Time Alerts
  • Configuring Real Time Alerts
  • Working with Real Time Alerts
    • Alerts on the Toolbar
    • Navigating to Alerts Using the View Menu
    • Other Alert Options on the View Menu
    • Customizing Alert Appearance
    • Setting the Alert Priorities
    • Working with Real Time Alerts
• Extended Measures
  • Absolute Percent of Parent
  • Relative
  • Comparing Absolute and Relative Percent of Parent Measures
• Creating a Ranking Measure
• Creating a Cumulative Sum
• Creating a Cumulative Percent
• Select All
  • Select All: Method 1
  • Select All: Method 2
• Replicate Selections
  • Using Replicate Selections to Copy and Paste
  • Using Replicate Selections for the Chart View
• Creating a Consumer Decision Tree
  • Accessing the Consumer Decision Tree Editor Workbook
  • Navigating Page Edge
  • Creating a New Consumer Decision Tree
    • Consumer Decision Tree Editor View
    • Adding Nodes to the Tree
    • Editing Nodes
    • Deleting Nodes
    • Copying and Pasting in Consumer Decision Tree Editor
  • Viewing a Consumer Decision Tree
    • Expanding and Collapsing the Nodes or Branches
    • Moving the Tree
    • Zooming the Tree
  • Copying and Pasting Consumer Decision Trees in the Consumer Decision Tree Explorer
    • Group Pasting
  • SKU Counts and Weights in the Consumer Decision Tree
    • SKU Counts
    • SKU Weights
    • The XML Button
    • Effect of Editing on CDT
  • Saving a Consumer Decision Tree
  • Committing a Consumer Decision Tree
  • Printing a Consumer Decision Tree

A Available Menu Shortcuts