Redwood: Use Pivot Tables to Analyze Plans Using a New User Experience

Welcome to the presentation of the 25B Redwood Use Pivot Tables to Analyze Plans Using a New User Experience in Supply Chain Planning, Supply Planning module. My name is Viren and in this presentation, we will see how the 25B update of supply planning helps you efficiently analyze and plan using the help of new visualization tools like the pivot table.

We will highlight some of the purpose and business benefits of this release, and then see a demonstration of how to use the pivot tables in your planning interface to accomplish your planning goals. In order to be more responsive to the changing supply chain planning environment, this update enables you with this planning, interface features and functionality like the pivot table.

This provides a convenient to make changes to your plan in the right plan scope and level of detail. You can link pivot tables to other pages, tables, or graphs to visualize the planning data in different ways without changing the context. With easy integration with Microsoft Excel, you can copy and paste the data between the two applications and also import and export data with these.

You can configure your pivot tables 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, reduce costs, and enhance customer satisfaction. Now let's take a look at these capabilities in a demonstration.

This demo will show you how pivot tables can be used for conducting, planning and analysis. We'll see how to use the pivot table toolbar actions change the properties of pivot table and some linked visualization related features, such as drilling to a linked table or graph, manage measure, display properties, and sorting and arranging data in a pivot table.

We'll begin this demo with the edit functionality. Editable cells have a clear background to denote that the cells are editable to edit a cell. Click on the desired cell and enter a number and hit Enter, tab out or click Outside The Cell. This updates the value of the editable cell. When updating the same value in subsequent cells, another way of updating a cell is by drag and fill method.

Click on the drag and fill handle the corner of the cell, and simply click and drag the handle over the adjoining cells. Release the click and the values are copied into the cells. You can also perform a mass edit to the cells by selecting a range of cells. Simply select a range of cells and click on the Pencil icon. This opens an edit drawer. There are two ways to edit a cell in mass edit for a measure, value, and expression.

To edit based on value, click on the Value Radio button. Here you can see multiple options by which you can set the value increase or decrease by a particular value or percentage, or just setting a value. We'll select the first option to set the value and hit Apply. As you can see, that changed the value for all the cells. Now let's try and change the value to these cells by using the expression basis.

Click on the Edit icon again. On the expression radio button, click on the Expression Input Box. Here you can define an expression using measures and a combination of available functions. Simply key in the measure name as you type along or other matching functions and measures are available for selection. We'll use a factor of net focus measure for this expression.

Net focus increase by 25%. As you can see, the net focus we used as a basis to change the value of the manual demand measure. Now we will see how you can manage measures on your pivot table by changing their order and formatting. Click on the Manage Measures icon on the toolbar and the measure measures an expression drawer opens up and we can see the order tab.

Here you can change the order of the measure displayed. Click on the Measure Handle Bar and drag the measure by the handle bar to move it. We move the manual demand measure below the sales order. Click and Apply and close to apply the changes. The measure order is now changed.

Now let's look at how we can format the display properties of a measure, such as the display label, data type, decimal places, scale and alignment of the measure. Click on the Management Measures icon again. Click on the Formatting tab, hover and click on the Edit icon for the net forecast.

As you can see, the edit icon is enabled. Here you can see the editable properties. Click on the Override Label to enter the new label name. We have given the net focus a new display label. Let's check the other properties. We have a data type, either a number or a currency. If the measure has multiple units of measure, adjusted decimal places, change the alignment of the display within the cells sent left or right.

You can also apply your own scale for the measure in the scale select manual, and in the scaling factor, assign a scale. Here we will assign a factor of 10. Click and Apply, apply and close. Now, you can see that the net forecast measure has the new override label and has a different scaling factor applied.

Now, let's change back to the original display format settings. Click again on Manage Measures. Select the formatting tab, select the net forecast measure that we just created and select the Restore Defaults button. This clears out all the formatting and restores back to the default formatting. Click Apply and close.

Now, you can also use conditional formatting to change the background color of a cell to highlight a specific condition of that cell. For the selected measure, set a condition by comparing it with another measure or a specific value. To do this, click on the Manage Measures icon, go to the formatting tab. Now let's select the manual demand measure here and click on the Plus icon to create the conditional formatting.

Here you can see the condition for the formatting. Select the condition dropdown list. Here you can see some arithmetic operators to select. Let's select a conditional formatting for when manual demand is greater than another measure. From the dropdown, select the greater than symbol, select the compare to measure. Here are all the available measures in the table are available for selection.

We'll select net forecast and we'll compare manual demand with the net forecast. For this condition, we'll pick a color to highlight the cells, which meet the condition. Here from the color picker, we can adjust and select the appropriate color and shade. Click outside the color picker and click on the Apply and Close button.

You can see the cells in the manual demand measure that meet the condition of being greater than the net forecast. They are all highlighted here. To remove the condition, go back to manage measures icon, go back to the formatting tab, you will see the manual demand measure has an action color formatting, denoted by a pencil icon under the color column. Click to edit and click on the Trash icon to delete the condition.

The condition is now deleted. Click Apply and Close. The conditional format is now removed from the display. And let's go back to the measures and see how we can create your own user defined expression based measures. And these help you set your own formulas in the pivot table. Click on the Manage Measures icon, click on the Expressions tab.

Here you can see an edit existing local expressions that were set up earlier or set up new ones. Click on the Add button to set up a new one. Enter a name for your measure. In this expression, we'll define MD percentage as a percentage of manual demand to total supply. In this expression input box, enter a measure or function name. As you type along, you can see a list of matching measures and functions. We can select Manual Demand.

Use the division operator and the total supply measure. Let's set the decimal places as two. Click on the Apply and Close. As you can see, the new measure now appears in the measures column. Now, let's look at the managed links functionality in pivot tables. Links allows users to setup of supplementary and analytical relationship between visualizations like tables and graphs, or to another redwood page.

To enable this feature, go to the pivot tables Actions button. Select the Managed Links option. From this table, you can add a link to another table, graph or page or vice versa. Let's add a link to a graph. Click on the Add button, select the type, select the graph option, select the name. drop down and select a graph by name. We'll select the demand at risk by category week.

From the link context options, we'll select the default highlighted selections and selected members. With this option, the highlighted content in the current table will be passed on as context, along with the existing filters to the target table, graph, or page. Let's click on Save. The graph link is now saved. Click on Close. The link is now enabled. Right click on the member in the pivot table.

When you click on the specific member in the pivot table, a drill to link is available. You can see the graph available to drill to. Select that link. This opens up a new tab and we can see the graph here. The context in the filter can be seen in the filter context. And where we hover on the graph, we can also see that the context is the same, which we clicked on the pivot table.

Next we will see how we can collapse and expand columns in a pivot table based on dimensions and levels to get an aggregated or disaggregated view of the data in your plan. To do this, click on the Actions Menu, click on the Drill Settings, click on an Add icon to add a new drill context. You have two lists available here. The drill from and drill to. Click on the Drill From list.

You can see levels from different dimensions listed here. Select the organization level in the drill from. On the drill to list, select the Category level. Click on Save and you will see a new drill enabled for organization level members. Click on the Collapse icon. Next to the members, this rolls up the category members for the organization that is collapsed.

Now, let's look at the sorting of data on a column for a pivot table. Click on a selected member in the pivot table, Click on the Sort Order. You can see ascending and descending options for sorting. In this view, click on Descending. As you can see, the category column is now sorted in an ascending alphabetical order.

Now let's look at how we can swap the columns and rows in a pivot table and click on the View More actions menu. Select the Swap Rows and Columns action. As you can observe, the rows and columns on the pivot table are now swapped, presenting an alternate view to visualize the pivot table data.

You can also configure the placement of the members in the pivot table by changing the data layout from the pivot table properties menu. To do this, click on the Tables Properties menu, select the Edit Properties option, go to the layout tab. Here you can manually arrange the level members in the column row and filter bar. You can also hide certain level members from view when not needed in the hidden layers section.

Now let's move the organization and category from the column to the row and the period to the column. Click and drag on the organization handle. You can drag on the pre-period handle and click and drag on the category handle. And let's click on Apply. The layout is now organized by your changes, but here the columns need to be resized.

To do this, double click on the Column Edge. This auto fits the column. Right click on the column. On the column context menu, click on the Apply As Fixed Width option to apply the same width to the remaining columns. This resizes the columns.

Next, let's look at how to enable the filter bar on the pivot table. The filter bar allows you to filter the pivot table data by specific level members, and to enable this, click on the Tables View button, click on the Filter Bar option to enable it. This enables the filter bar layer above the header of the pivot table. Now you can select and drag a column level member into the space. We did drag the category member into the filter bar. The pivot table can now be filtered by specific category level members.

Next, let's look at column level filters for the pivot table. The pivot tables can be filtered by time level conditions for the time dimension column, and some logical conditions for other dimensions. Let's look at the period column for the first filter. Right click on the Period Column. This shows the filter for period. This enables logical conditions based on periods, such as filter for a specific date or date range. Let's select the after radio button and select a date from.

From the date picker field, select a date 12th of March. Now you can see all data is filtered from that date onwards. To remove all filters, click on the Filter icon on the column, which denotes the filters are applied. This clears out the applied filter. Now let's look at the column level filter for the category. There are two options here. Is and matches any. Let's define a filter condition here.

Click on Apply. The data is now filtered by line category. You can also provide comma separated values as conditions for filtering. In this next view, we have three filter view values applied. Clicking on the Filter icon you can see there are three comma separated values as conditions. To remove these filters, click on Clear and the values are removed.

Next, you can also import and export data from and to an Excel file using import and export functionality. To export the pivot table to an Excel file, click on the Export icon on the pivot table. This is denoted by a downward pointing arrow. This opens up a dialog to save the file as an Excel file.

You can save the file to a desired location. When you open the file, you will see a column and row layout identical to the pivot table. This file can be edited and imported back into planning. To import the file, select the File Import icon and import the file back in. That concludes our demo. Thanks for watching.