Defining a Promotion Calendar

This chapter covers the following topics:

Overview
Defining a Promotion Calendar

Overview

A Promotion Calendar allows Demantra Predictive Trade Planning (PTP) users to view and optionally edit promotions in a format that resembles a calendar. This view enables users to easily see all promotions that are planned for a selected population, such as account, product group, or time period.

In a Promotion Calendar, each promotion appears in a separate color-coded "box" with the series values displayed in each. The number of Series displayed in the Calendar Box is configurable, based on the value of MAX_CALENDAR_SERIES in the CALENDAR_VIEW_DEF table (see table definition below).

Promotions appear in the same row unless their start and end dates overlap. When promotions overlap, they are displayed in separate rows.

This section describes how to define a Promotion Calendar. For details about viewing and using a Promotion Calendar in a PTP worksheet, see the Oracle Demantra Predictive Trade Planning User's Guide.

Defining a Promotion Calendar

Promotion Calendars use two tables, CALENDAR_VIEW_DEF and CALENDAR_SERIES_DEF. To create a Promotion Calendar you must enter data directly into these tables using a tool such as SQL Developer.

Note: Demantra does not provide predefined Promotion Calendars.

You define a Promotion Calendar by a two-step process:

Define general information about the Promotion calendar, in CALENDAR_VIEW_DEF.
Define the series that will appear in the Promotion Calendar, in CALENDAR_SERIES_DEF.

The following table descriptions will assist the implementer in this process.

Note: If a Promotion Calendar is defined on an invalid level, an error message will be written to the application server log file.

CALENDAR_VIEW_DEF

Each row in the table contains the definitions for a Promotion Calendar View.


Column	Description
CALENDAR_VIEW_ID	Unique ID (number) for the Promotion Calendar. This is a required field and does not get automatically populated.
CALENDAR_LEVEL_ID	The internal ID of the level on which the Promotion Calendar is defined. For example, for the Promotion level, enter 232. A Promotion Calendar can be defined on any General Level with attributes that can be used as start and end dates. To determine the Level ID for any General Level, query the GROUP_TABLES database table. The GTABLE column stores the name of the General Level and the GROUP_TABLE_ID stores the corresponding Level Id. Use the GROUP_TABLE_ID value as the CALENDAR_LEVEL_ID.
CALENDAR_VIEW_NAME	User-defined name for the calendar. For example: “FY2012 Promotion Calendar.”
MAX_EVENTS_OVERLAPPING	The number of overlapping promotions that can occur in the calendar without displaying the overlap indicator. For example: 3. If the number of overlapping promotions exceeds this value, an overlap indicator displays in the calendar. Clicking on this indicator expands the row to display all overlapping promotions. Also, the collapse icon displays, allowing you to return to the original view.
COLOR_EXPRESSION_SERIES_ID	The unique ID of a specific series that you want the Promotion Calendar to use as the background color expression for the promotion in the calendar (the color of the ‘block’ or region that identifies the promotion). The color expression of the chosen series will then be used to define the background color of each member’s area in the graph. (The Series ID is available in the Business Modeler or by querying the COMPUTED_FIELDS database table where the FORECAST_TYPE_ID column contains the Series ID value).
LOCK_EXPRESSION_SERIES_ID	The unique ID of a specific series that you want the Promotion Calendar to use as the Edit Lock expression defined for a referenced series (optional). The Edit Lock Expression of the specified Series determines if the promotion can be edited on the Calendar.
BASE_TIME_LEVEL_ID	The default time level that the Promotion Calendar time will display when opened. Set to 1 to display Days within Weeks, 2 for Weeks within Calendar Months, 3 for Calendar Months within Years, and 4 for Years.
START_DATE_SERIES_ID	A required field. The unique ID of a specific series that you want the Promotion Calendar to use as the calendar’s start date (for example, to have promotion start date based on series ‘Start Event’, enter ‘1815’)
END_DATE_SERIES_ID	A required field. Same as above, but for the end date.
APPLICATION_ID	Not user defined, populated by the system (unique ID for Promotion Calendar)
MAX_CALENDAR_SERIES	Defines the number of series to display in each calendar box. If the number of series defined for the calendar view in the CALENDAR_SERIES_DEF table exceeds this number, then the additional series will not be displayed in the box but will displayed in a pop-up when the user hovers the mouse over the box.

Note: Series that are defined in this table, but not included in the worksheet, will not show on the calendar.

CALENDAR_SERIES_DEF

This table defines the series that appear in a Promotion Calendar View.


Column	Description
CALENDAR_VIEW_ID	Unique ID of the Promotion Calendar (from CALENDAR_VIEW_DEF table).
SERIES_ID	Unique ID of the Series you want to display in the calendar (for example, ‘1815’). A particular series should only be listed once per CALENDAR_VIEW_ID
SERIES_ORDER	Sequence in which each Series appears in a Calendar box, or when the end user hovers over the box to view the full list (top to bottom).
DISPLAY_LABEL	Set to 0 if you don’t want a label for the series, or set to 1 to display the series name. If want to display text other than the series name, set to 1 and then enter that text in LABEL_VALUE.
LABEL_VALUE	Text that you want to display as the series label, when DISPLAY_LABEL is set to ‘1’.
APPLICATION_ID	Not user defined, populated by the system.

Note: The number of visible series in each promotion ‘box’ is determined by MAX_CALENDAR_SERIES. If the number of series defined exceeds the setting for the MAX_CALENDAR_SERIES setting on the CALENDAR_VIEW_DEF table, then the additional series will not be shown in the Calendar Box but will appear in alt text/popup when the user places the cursor over the box.