Oracle Demantra Predictive Trade Planning User's Guide

Contents

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Preface

Introduction and Basics

PTP Introduction

Overview

Dashboard: Collaborator Workbench

Predictive Trade Planning Business Processes and Worksheets

Promotion Modeling and Optimization Business Processes and Worksheets

Forecasting and Simulation

Optimization

Predictive Trade Planning Concepts

Worksheet Basics

PTP Data Hierarchy

Promotions

Retailer Profiles

Funding

Promotion Costs and Spending

Volume and Volume Breakdown

Data Access

Logging On and Getting Started

Initial Logon and Download

Logging Onto PTP

Tutorial: Getting Acquainted with Worksheets

Controlling Synchronization of Embedded Worksheets

PTP and PMO Business Processes

Oracle Demantra Dashboard

Introduction to the Dashboard

Reviewing Metrics

Reviewing the Planning Hierarchy

Editing Retailer Information

Opening Worksheets

Managing Tasks

Creating and Sending a Task

Personalizing the Dashboard

Configuring Your Default Layout

Configuring My Tasks

Configuring My Worksheets

PTP: Managing and Viewing Quotas and Funds

Overview

Managing Quotas and Funds at the Retailer Level

Managing Quotas and Funds at the Promotion Group Level

Viewing Quotas and Funds

Reference

PTP: Tracking Volume

Overview

Reference

PMO: Planning Promotions

Introduction to the Planning Environment

Creating a Promotion

Marking a Promotion as Planned

Approving a Promotion

Committing a Promotion

Marking a Promotion as Partially Paid or Paid

Closing a Promotion

Making Other Changes to a Promotion

Duplicating a Promotion

Copying and Pasting a Promotion

Deleting a Promotion

Reference

PMO: Promotion Calendars

Overview

Working with Promotions in the Promotion Calendar

Promotion Calendar Views and Options

PMO: Simulation and Optimization

Overview

Running the Analytical Engine in Simulation Mode

Running a Simulation

Optimizing a Promotion

Viewing Optimization Results

Accepting an Optimized Promotion

Reference

PMO: Examining and Comparing Promotions

Overview

Examining Promotions from the Manufacturer's Point of View

Examining Promotions from a Retailer's Point of View

Comparing Promotions in a Scenario

Reference

PMO: Reviewing Past Performance

Overview

Evaluating Performance from the Manufacturer's Point of View

Evaluating Performance from a Retailer's Point of View

Viewing Actual Averages

Reference

Advanced Topics

Creating Worksheets and Content Panes

Introduction

Working with Lists

Creating or Editing a Worksheet or Content Pane

Configuring the Basics

Selecting Series on a Worksheet

Managing the Series Lists

Specifying the Time Resolution and Time Span

Specifying Aggregation Levels

Using the Advanced Selection Options

Changing the Overall Scale or Unit of Measure

Filtering the Worksheet or Content Pane

Managing the List of Members

Applying Exception Filters

Defining the View Layout

Adding and Managing Worksheet Views

Specifying the Worksheet Elements in a View

Displaying an Embedded Worksheet

Filtering a Worksheet View

Sharing Worksheet and Content Panes

Deleting Worksheet or Content Panes

General Tips on Worksheet Design

PTP Reference

Series

Item Levels

Location Levels

Retailer

      Corporate

Promotion Levels

Lookup Tables

Methods

Procedures

Triggers

Workflows

Engine Configuration

Additional Checklist Before Running Optimization

Administration

Running the Analytical Engine

Running Required Workflows

Managing the PTP Users

Index