PMO: Promotion Calendars

Overview

Promotion calendars graphically display promotions in an interactive calendar, as seen here below:

the picture is described in the document text

In a promotion calendar, levels, table and calendar are combined into a single view. In the example above, a Promotion Calendar is configured to display the Brand and Promote Group levels. The right side of a promotion calendar displays promotions across configurable units of time. In the example above, time is displayed in a weekly format.

Each promotion appears as a separate box in the calendar, and each may display several series and their values (for example, Vehicle Type, Start and End Event dates, Event Spend).
Multiple promotions may appear in the same row and their start and end dates may overlap.
Promotion calendars must be defined manually using PLSQL. For more information, see the Oracle Demantra Implementation Guide.

Note: Time and Promotion levels are not displayed when a promotion calendar is added to a worksheet. Data in a series is aggregated across all combinations and dates of a promotion in a single row.

Opening a Promotion Calendar

To open a promotion calendar:

In a worksheet, open the Worksheet Designer.
In the Layout area, right-click on any level that has a promotion calendar.
Select the promotion calendar and click OK.
All available calendar views for the selected level are displayed.
Click on one of the calendar views.

Note: If you right-click on a level and Calendar View is disabled, this means that no calendar views have been configured for that level.

See Also:

"Defining a Promotion Calendar" in the Oracle Demantra Implementation Guide Supplement

Working with Promotions in the Promotion Calendar

Right-clicking a promotion in a promotion calendar displays the same Methods menu as when you right-click a level member in a worksheet. For example, if Promotions are displayed in boxes in your Calendar, then the same menu for the Promotion Level are displayed when you right-click a promotion in the Calendar.

Viewing the Details of a Promotion

To view the details of a promotion in a promotion calendar, do one of the following:

Hover your mouse over a promotion
Right-clicking on a promotion and select View Promotion
If View Promotion is defined as a menu option, click the View Promotion button on the menu bar

The information displayed when you hover your mouse over a promotion is configurable.

See Also:

"Defining a Promotion Calendar" in the Oracle Demantra Implementation Guide Supplement

Creating New Promotions in the Promotion Calendar

To create a new promotion in a promotion calendar, do one of the following:

Double-click on an empty cell
Right-click on a promotion and select New Promotion
If New Promotion is defined as a menu option, click the New Promotion button on the menu bar

Any of these actions will launch the New Promotion creation process.

See Also:

"Creating a Promotion"

Editing Promotions in the Promotion Calendar

To edit a promotion in a promotion calendar, do one of the following:

Double-click on a promotion
Right-click on a promotion and select Edit Promotion
If Edit Promotion is defined as a menu option, click the Edit Promotion button on the menu bar

Any of these actions will enable you to edit a promotion directly from a promotion calendar.

Due to user security restrictions, you might be prevented from making changes in a promotion calendar, regardless of the promotion's status.

See Also:

"Defining a Promotion Calendar" in the Oracle Demantra Implementation Guide Supplement.

You can change the timing of a promotion by moving or resizing it in a promotion calendar. You can only move promotions which have a status of Unplanned or Planned.

To automatically update the start and end date of a promotion, drag a promotion box to a different time period on a promotion calendar or extend either side of the promotion box.

Dragging the left border of the promotion box updates the start date of the promotion
Dragging the right border of the promotion box updates the end date of the promotion

Note: The minimum duration for a promotion is one day.

See Also:

"Making Other Changes to a Promotion"

Deleting Promotions in the Promotion Calendar

To delete a promotion from a promotion calendar, do one of the following:

Click on a promotion and press the Delete key on the keyboard
Right-click a promotion and select Delete Promotion
If Delete Promotion is defined as a menu option, click the Delete Promotion button on the menu bar

Other available right-click options include Open With, Copy, Paste, Duplicate and Optimize.

See Also:

"Copying and Pasting a Promotion"
"Duplicating a Promotion"
'Optimizing a Promotion"

Promotion Calendar Views and Options

Configurable Calendar Views

Oracle Demantra contains no predefined calendar views. System administrators can define Promotion Calendar definitions by updating tables with a tool such as SQL Developer.

See Also:

"Defining a Promotion Calendar" in the Oracle Demantra Implementation Guide Supplement.

Specifying Time Granularity

Use worksheet tables to change the time granularity displayed on a promotion calendar.

See Also:

"Configuring Calendar Views" in the Oracle Demantra Implementation Guide Supplement

You can also change the time granularity by right-clicking the header at the top of the Promotion Calendar. Available options are as follows:

Year
Month
Week
Day