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Oracle® Retail Predictive Application Server User Guide for the Fusion Client
Release 14.1
E59121-01
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Contents
Title and Copyright Information
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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