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Oracle Demantra User's Guide
Contents
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Preface
Collaborator Workbench
Getting Started with Collaborator Workbench
- First-Time Logon
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- Logging into Collaborator Workbench
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- Illegal Characters in Oracle Demantra
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- A Brief Tour of Collaborator Workbench
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- Managing the Collaborator Workbench Page
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- Typical Use of Collaborator Workbench
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- Logging Off
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- Ending a Hung Session
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- Changing Your Password
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Managing Tasks
- About Tasks
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- Viewing Tasks Assigned to You
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- Opening a Task
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- Addressing a Task
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- Creating and Sending a Task
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- Resolving a Failed Task
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Using Content Panes
- Overview of Content Panes
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- Types of Content Panes
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- Displaying a Content Pane
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- Refreshing a Content Pane
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- Opening the Associated Worksheet
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- Viewing the Definition of a Content Pane
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Using a Members Browser Content Pane
- Introduction to the Members Browser
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- Launching a Filtered Worksheet
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- Viewing the Attributes of a Member
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- About Creating, Editing, and Deleting Members
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- Creating a Member
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- Modifying a Member
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- Deleting a Member
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- Using Other Right-Click Menu Options
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Personalizing Collaborator Workbench
- Overview
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- Configuring Your Default Layout
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- Configuring My Tasks
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- Configuring My Worksheets
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Creating and Redefining Content Panes
- Creating or Editing Content Panes
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- Introduction to the Content Pane Editor
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- Configuring the Basics
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- Selecting Series on a Content Pane
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- Specifying the Time Resolution and Time Span
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- Specifying Aggregation Levels
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- Using the Advanced Selection Options
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- Changing the Overall Scale or Unit of Measure
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- Filtering the Content
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- Applying Exception Filters
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- Sharing Content Panes
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- Deleting Content Panes
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Logging in Remotely
- Introduction to Oracle Demantra Anywhere
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- Logging Onto Oracle Demantra Anywhere
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- Opening a Worksheet in Demantra Anywhere
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- Using Worksheets in Oracle Demantra Anywhere
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Using Worksheets
Getting Started with Worksheets
- Overview
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- Opening a Worksheet
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- Tutorial: Getting Acquainted with Worksheets
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- Worksheet Usage Modes
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- User Access
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Working with Data
- Viewing Data
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- Editing Data
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- Saving and Viewing Changes
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- Sorting Worksheet Data
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- Copying and Pasting Data
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- Copying and Pasting to and from Microsoft Excel
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- Exporting Data to Microsoft Excel
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- Linking Data into Third-Party Reporting Tools (through DOL)
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- Printing
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- Viewing Notes
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- Editing Notes
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- Viewing and Managing Attachments to Notes
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- Specifying Note Permissions
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- Refreshing the Local Worksheet Cache
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- Viewing the Audit Trail
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Managing the Screen
- Managing Multiple Worksheets
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- Managing Worksheet Views
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- Managing View Elements
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- Managing Empty Rows
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- Worksheet, Layout, and Data
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- Worksheet Definition, Layout, and Local Adjustments
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Working with the Worksheet Graph
- Graph Styles and Variations
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- Changing the Graph Style
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Working Offline
- About Working Offline
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- Setting Up Your Offline Environment
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- Saving Data for Offline Use
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- Accessing an Offline Worksheet
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- Reloading Offline Data
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Managing Items and Locations
- About Managing Items and Locations
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- Viewing the Attributes of an Item or Location
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- Creating an Item or Location
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- Making a New Member Visible
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- Modifying an Item or Location
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- Deleting an Item or Location
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- Overview of New Product Introduction
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- Removing Lifecycle Definitions
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- Opening an Item or Location in Another Worksheet
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- Using Other Right-Click Menu Options
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Creating and Redefining Worksheets
- Introduction to Worksheets and Views
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- Introduction to Levels
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- Introduction to Series
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- Visual Elements of Worksheet Views
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- Levels and Layout Variations
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- Introduction to the Worksheet Editor
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- Creating or Editing a Worksheet
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- Configuring the Worksheet Basics
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- Selecting Series on a Worksheet
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- Specifying the Time Resolution and Time Span
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- Specifying Aggregation Levels
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- Using the Advanced Selection Options
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- Changing the Overall Scale or Unit of Measure
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- Filtering the Worksheet
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- Applying Exception Filters
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- Defining the View Layout
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- Adding and Managing Worksheet Views
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- Specifying the Worksheet Elements in a View
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- Adding an Embedded Worksheet
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- Filtering a Worksheet View
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- Sharing Worksheets
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- Deleting Worksheets
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- General Tips on Worksheet Design
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- Viewing the Definition of a Worksheet
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Desktop-Only Tools
Member Management
- Introduction to Member Management
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- Starting Member Management
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- Introduction to the Member Management Tool
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- Creating a Member
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- Creating a Combination
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- Creating Placeholder Data
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- Managing the Lowest-Level Combinations
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- Moving a Member
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- Copying a Member
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- Renaming a Member
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- Deleting a Member
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Chaining Management
- Introduction to Chaining
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- Opening Chaining Management
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- Introduction to the Chaining Management Tool
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- Overview of Chaining Options
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- Defining a New Chaining Operation
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- Performing a Chaining Operation
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- Scenario 1: Copying at Lowest Level (No Similarity)
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- Scenario 2: New Product (Location Similarity)
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- Scenario 3: Merging Two Locations
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- Scenario 4: Two New Products
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- Scenario 5: Multiple Sources
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Reference
URLs and Shortcuts
- Oracle Demantra URLs
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- Keyboard Shortcuts
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Product Features
- Product Features Overview
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- Oracle Demantra Demand Management
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- Oracle Demantra Advanced Forecasting and Demand Modeling
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- Oracle Demantra Real-time Sales and Operations Planning
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- Oracle Demantra Predictive Trade Planning
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- Oracle Demantra Trade Promotion Optimization
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- Oracle Demantra Deductions and Settlement Management
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Glossary
Index
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