Redwood: Configure Pivot Tables and Graphs Using a New User Experience

Welcome to the presentation of the 25B Redwood Configure pivot tables and graphs using a new user experience in Supply Chain Planning, Supply Planning module. My name is Vireen, and in this presentation, we will see how the 25B update of Oracle Supply Chain Planning helps you efficiently analyze and plan using the help of new visualization tools.

We will highlight some of the purpose and business benefits of this release and then see a demonstration of how to configure and manage visualizations in your planning interface to meet your planning requirement. This update enables you to configure your Redwood user experience to increase productivity and help get an enhanced visibility of your supply planning operations.

You can configure your visualization such as tables and graphs with measures, dimensions, and attributes in a way to get the appropriate level and depth of insight needed for your timely decision making. This helps you identify potential disruptions and ultimately improve efficiency and reduce costs and enhance customer satisfaction.

Now, let's take a look at these capabilities in a demonstration. In this demonstration, we will see how you can create a visualization, configure a visualization using a simple bar graph, as an example, and opening, deleting and duplicating a visualization.

To create a visualization, navigate to the More Actions. Click on View More. This opens up the planning actions drawer which includes the pages and visualization section. Select the Planning visualizations option. This navigates you to a new browser window with the visualizations page layout, which shows a list of visualizations filtered by the supply plan type that we navigated from.

You can see a list of public visualizations belonging to other planners and your own private visualizations. You can review the list by type of visualization, name of the visualization, description, group, enabled in plan type, owner, created by and last updated date. The visualizations include all the existing pivot tables and support graphs from the current classic work areas.

Here, you can use the search bar to find an existing visualization, or use the filter chips to refine your search. To create a visualization, click on the Add button. This opens up the new visualization drawer. Let's enter a name. This is an optional description field. Let's select the group.

Here, you can see the list of created groups available for selection. Let's select the Default group. Next, we will select the Enabling plan type. Next, we will select the Visualization type. Here we can see the two options, a table or graph. We select the graph option. And next, we'll go to the Data tab.

Here, we have the measure section. Displayed in the measure section, we can search and select the desired measures by keyword. As you type, you can see the available measures that are matching with the keyword. Let's select the Revenue measure. Moving to the Hierarchies tab, we have all the dimensions and their respective hierarchies available for selection.

The Show all show selected toggle button allows you to see selected and other available level members from all the dimensions. This shows all the available hierarchies and their available levels. From the Time dimension, let's select the Gregorian hierarchy. For our visualization, we want the month level. From the product dimension, let's select the Category level from the FE advanced planning catalog.

Next, we will select the Time dimension tab, which includes the level selection and the time range criteria. Let's select the Month option. Now, in the Layout tab, we can define the graph type and give the graph the visualization property of vision definition for the x and y-axis.

In the Graph type options, you can see the different graph types available. There are 18 graph types in all available for selection. We select the Vertical bar graph. In the Layout tab, we can define the graph type and give the graph the visualization properties, the definition for the x and y-axis.

For the x-axis, we will use the default Gregorian calendar. And for the y-axis, we will define the measures. In the visualization details section, includes the legend position and the option to show the data labels either always or only on mouse over.

We select the bottom position for the legend and Only on mouse over option for the data labels. We click on Save and close and return to our main page to access the visualization. We are back on our main page now. Apart from the planning visualization page layout, you can also access the visualization from the content library in the Edit Page layout mode.

If you want to just see the visualization without the purpose of adding it to a page, click on the Plus icon. This opens up a left drawer which contains the pages, page groups, and visualizations. Click on the Visualizations tab to review the list of visualizations. You can search the visualizations by keyword. Let's search for a recently created visualization.

We will see a list of matching visualizations. We can see the created demo graph included in the list. Let's select to Open. This opens up the visualization in a temporary tab. As you can see, this visualization is now available for you to access. You can also edit the properties of the visualization by clicking on the View more actions and clicking on the Edit properties option.

Now, we'll return to our planning visualizations page to see other actions that can be performed on visualizations. Apart from the create and edit actions, there are two actions that can be performed on a visualization, delete and duplicate. You can delete and duplicate your own visualizations and also duplicate other planners public visualizations.

Click a row to select and activate the action, Delete and duplicate action buttons. We click on the Duplicate. You can edit the editable properties of a duplicate page, such as name, access, plan type, and group as well as decide to copy other links and other user specific labels that are associated with the visualization being duplicated from.

Click on Save when completed. And now we'll return to our main page. A user can delete their own visualizations also. To do this, select a visualization row. Selecting a row activates the Delete button. Click on the Delete button, and you can confirm the delete action to complete the deletion or cancel to exit the delete task. With that, we conclude our demonstration. Thanks for watching.