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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
• Conventions

1 Getting Started

• Overview
• Essential Concepts
  • Multidimensionality
  • Dimensions, Levels, and Positions
  • Measures
  • Cells
  • Domains and Workspaces
  • Dashboard
  • Dynamic Hierarchy
• Setting Up Your Browser
  • Cache Settings
  • Security Settings
  • Logging Into RPASCE
    • Logging In Using Single Sign-On
    • Logging in Using Oracle Cloud Infrastructure Identity and Access Management
    • Logging in Using Oracle Identity Cloud Service
    • Concurrent Sessions
    • Comparative Analysis
    • Session Expiration
  • Understanding the Taskflow
    • Access-Based Visibility
    • Switching Between Multiple Tasks
  • Workspace Operations
  • Locating the Version Number
  • Accessing Online Help
  • Logging Out of the Application
• Contextual Help
• Oracle Guided Learning

2 User Interface

• Left Sidebar Menu
  • Task Module
  • Notifications
  • Reports
  • Settings
• Mega Menu
• Quick Access Toolbar
  • Menu
    • Action Menu
    • Edit Menu Options
    • View Menu
    • Format Menu
  • Calculate
  • Find
  • Export
  • Importing Positions
  • Downloading DPM Import Template File
  • Undo
  • Redo
  • Real Time Alerts Exceptions List
  • Text Size
  • Workspace Filters
  • Managing Views
• Content Area
  • Page Edge and Dimension Tiles Area
    • Pivoting and Rotating Dimensions
    • Paging and Position Navigation
    • Edit View
    • Synchronize Z Axis Scrolling
• View Management Drawer
• Action Tray

3 Dashboards

• Tiles
  • Adding a New Tile
  • Changing the Display Order
  • Removing a Tile
• Main Chart
  • Information Badge
• Modifying the Chart Type
• Filters
• Time Horizon
• Recent Plans
• Dynamic Hierarchy Roll-Up
• Sort on Dashboard
• Exception Dashboard
• Creating and Opening Exceptions in Workspace

4 Workspaces

• Pivot Table
• Sorting and Filtering
  • Sorting
    • Clear Sort
  • Selecting a Position
  • Using the Z Axis
• Using Find
  • Using Find with the Quick Access Toolbar Menu
  • Attribute Search
  • Modifying Find Criteria
  • Find Limitations
  • Pivot Table Context Menu
• Measures
  • Measure Information
  • Hiding Selected Measures
  • Switching Between Measure Profiles
• Selecting Rows and Columns
  • Selecting a Single Row or Column
  • Selecting a Group of Contiguous Rows or Columns
  • Selecting a Group of Non-Contiguous Rows or Columns
• Resizing Rows and Columns
• Expanding and Collapsing Levels in Rows and Columns
• Showing and Hiding Attributes
  • Hide Selected Position
• Displaying Attributes in the Z-axis
• Cells
  • Selecting and Manipulating Cells
    • Selecting a Single Cell
    • Selecting a Group of Contiguous Cells
    • Selecting a Group of Non-Contiguous Cells
  • Navigation Shortcuts for Editing Cells
  • Entering or Changing Values in a Cell
    • Numbers
    • Alphanumeric Values or Plain Text
    • List Items
    • Check Box (Toggle) Items
    • Date and Time Items
    • Undefined Cells
  • Modify Data with Cell Formulas (Smart Edits)
  • Modifying Data with Cell Formulas
  • Using Math Formulas
  • Entering Measure Data Using a Scaling Factor
  • Using the Fill Function in a View
  • Using the Fill Function in a View
  • Aggregation and Spread Methods
    • Aggregation Methods
    • Spread Methods
    • Overriding Spread Methods
• Locking and Unlocking
  • Cell Locking
    • Cell Locking Example
  • Unlocking Cells
  • Measure Locking
    • Measure Locking Example
  • Unlocking Measures
  • Position Locking
    • Position Locking Example
  • Unlocking Positions
  • Unlock All
• Protection Processing
  • Measure Protection Processing
  • Dimension Protection Processing
• Using Cut, Copy, and Paste
  • Using Cut, Copy and Paste Functionality for Cells
    • Using Shortcut Command Functionality for Cells
    • Using Right-click Cut, Copy, and Paste Functionality for Cells
  • Using Copy and Paste Functionality for Columns and Rows
    • Using the Context Menu to Copy and Paste
    • Copying Data
    • Pasting Data
    • Key Points when Using Copy and Paste from the Context Menu
    • Planner Example to Copy and Paste Column and Row Headers
    • Using Copy and Paste between RPASCE and an External System
    • Data Type Results between RPASCE and External Applications
• Workspace Operations
  • Opening Workspaces
  • Building Workspaces
  • Calculating Workspaces
  • Refreshing Workspaces
  • Committing Workspaces
  • Closing Workspaces

5 Segments

• Understanding the Segment Window
• Creating a New Segment
• Action Menu
  • Deleting a Segment
  • Building a Segment
  • Duplicating a Segment
  • Editing a Segment
  • Renaming a Segment
  • Sharing a Segment
• Wizards
  • Level and Position Selector
  • Filter Positions by Attribute
  • Show Selected Items
  • Next, Previous, Finish
  • Select and Deselect Positions in the Wizard
  • Collapsing and Expanding Positions in the Wizard
    • Collapse All and Expand All
  • Rolling Calendar
  • Asynchronous Build

6 Notifications

• Notifications Panel
• Searching for Notifications
• Filtering Notifications
• Group Notifications
• Notifications Tab
• Snackbar and Toast Notifications

7 Editing Views

• Launching Edit View
  • Source
  • Display Name
  • View Type
  • Moving and Re-Ordering Dimension Tiles
• Changing Data Display
  • Branch Selection - Alternate Hierarchies
  • Showing and Hiding Levels
• Displaying Individual Data
  • Showing and Hiding Positions
  • Select and Deselect Positions in Edit view
  • Collapsing and Expanding Positions in Edit View
    • Collapse All and Expand All in Edit View
  • Filtering Positions by Attribute
  • Attributes
  • Viewing New or Updated Attributes
• Measure Profiles
  • Application-Defined Measure Profiles
  • User-Defined Measure Profiles
    • Creating Measure Profiles
    • Editing and Deleting Measure Profiles
  • Reordering Measures

8 Views

• View Management Drawer
  • Layouts
  • Re-Size View Layout
  • View List
  • Creating a View
  • Modifying a View
  • Copying a View
  • Deleting a View
• Working with Views
  • View Title Bar
  • Adding a View to a Layout
  • Removing a View from a Layout
  • Moving a View
  • Renaming a View
• Synchronize Z-Axis Scrolling

9 Charts

• Viewing Charts
• Creating a Chart
• Data in Charts
• Customizing a Chart
• Deleting a Chart
• Synchronize the Z-Axis with Charts
• Edit Data Values in the Chart Views
  • Dragging the Chart Line
  • Using the Edit Window to Edit Charts
  • Points to Remember
• Chart Types
  • Multi Group Charts
    • Bar Chart
    • Area Chart
    • Line Chart
    • Combination Chart
    • Line with Area Chart
    • Polar Chart
    • Stacked Area Chart
    • Scatter Chart
    • Bubble Chart
  • Boolean Data Representation in Charts
  • Single Group Charts
    • Pie Chart
    • Funnel Chart
    • Pyramid Chart
• Formatting Charts
• Refreshing the Chart

10 Formatting

• Using Filters in the Format Window
• Modifying Measure Styles
• Number Formatting
• Modifying Date and Time Formats
• Formatting Dimension Headers
• Modifying Exceptions
  • Numeric Exception Formatting
  • Boolean Exception Formatting
• Saving Formats
• Deleting Formats
• Restoring Formats

11 Export

• File Setup
  • File Setup for the Current Slice
  • File Setup for All Slices
• Page Setup
• Print Setup
• After Setup

12 Workspace Filters

• Workspace Filters
  • Special Filters
    • Special Filters and Dimensions
    • Special Filters Definition
    • Driving Dimensions
    • Special Filters without a Driving Dimension
    • Applying Special Filters
    • No Special Filter Matches
    • Out of Sync Special Filters
  • Attribute Filters
    • Attribute Filter Category
    • Applying Attribute Filters
  • Saving Attribute Filters
  • Deleting Saved Attribute Filters
  • Clear Workspace Filters

13 Placeholder Maintenance

• Adding New Positions to a Dimension
• Like Item Support in Placeholder Maintenance
• Modifying an Informal Position
• Search an Informal Position
• Select All Positions
• Deleting an Informal Position
• Importing Placeholder Positions
  • Add Images for a Placeholder Position
• Validations in Add or Modify Product Windows

14 Real Time Alerts

• Configuring Real Time Alerts
  • Alert Definition
  • Alert Measure
  • Target Measure
  • Condition Definitions
• Working with Real Time Alerts
  • Alerts on the Quick Access Toolbar
  • Alert Navigation
  • Exception Details
  • Alert Formatting
  • Addressing Alerts
  • Real Time Alerts in the Workspace

15 Position Filtering

• Working with Position Filters
  • Initiating Position Filtering
  • Selecting from Row or Column
  • Selecting from Cells
• Using Position Filters
  • Tiling Views
  • Applying Position Filters Example
  • Page Edge Synchronization
  • Position Filtering and Charts
• Factors Affecting the Use of Position Filters
  • Position Filtering and Hidden Positions
  • Position Filtering and Real Time Alerts Navigation
  • Position Filtering in Visual Planning
  • Removing Position Filters
  • Copying and Saving with Position Filtering
    • Copying Workbooks
    • Reopening Saved Workbooks

16 Measure Filtering

• Measure Filter Conditions
• Steps to Apply Filters
  • Initiating Measure Filters
  • Create Measure Filters
  • Add or Edit Measure Filters
  • Page Edge Scrolling
  • No Measure Filter Matches
  • Remove Measure Filters
• Factors Affecting the Use of Measure Filters
  • Measure Filters and Dimensions
  • Measure Filters and Hidden Positions
  • Measure Filters and Cell Editing
  • Measure Filters and Placeholder Positions
• Combination of Various Filters
  • Measure Filters and Special Filters
  • Measure Filters and Attribute Filters
  • Measure Filters and Position Filters
• Copying and Saving Measure Filters

17 Visual Planning

• Filtering and Sorting Cards by Attribute
• Selecting Card Definitions

18 Special Features

• Overview of What-If Scenarios
• Working with What-If Scenarios
• Viewing All Scenarios from the Dashboard
• Images
  • Overview
  • Managing Attributes
  • Viewing and Managing Images
  • Resizing Images
  • Showing or Hiding Images
  • Enlarge Image
• Extended Measures

19 Favorites

• Add Favorites
• Remove Favorites
• Pin Favorites
• Search
• Favorites Folders
• Edit Favorite Window
• Create Folder
• Edit a Favorite or Folder
• Delete Folder or Folder
• Organize Favorites
• Pinned Navigation Bar Favorites

20 Manage Workspaces

• Manage Workspaces Table
• Edit Workspaces
• Delete Workspaces
• Filter Manage Workspaces
• Refresh Manage Workspaces
• Detach Manage Workspaces
• Open Workspace
• Manage Columns

A Restricted Access Modes

B Keyboard Shortcuts

• User Interface Keyboard Shortcuts
• Other Keyboard Shortcuts

C Troubleshooting