In this exercise you will gain experience using Data Form capabilities and components including Adjust Data, Grid Spread, Account
Annotations, Planning Unit Annotations, Cell Text, Cell Level Document, Supporting Detail and Menus.
Adjust Data…
1. Open 1-Unit Sales and Price data form. Highlight cells for Fleet Unit Sales and M1 through M3 and from menu bar select Edit >
Adjust Data J.
Adjust Data dialog box displays:
You can adjust data by values or percent, select By Percentage and Increase by - 10 and click Adjust Data button.
Close Adjust Data dialog box.
Grid Spread…
1. The client indicates they would like to be able to spread Operating Expense data from quarters and Total Operating Expense down to months and accounts that are descendants of Operating Expense. How can we address this requirement?
Grid Spread is only available with Versions defined as Standard Target – “Values are entered from the parent level down.” Versions defined for AutoPlan were all Standard Bottom Up – “Values are entered at the lowest member level and aggregated upward.”
2. Add new Version member named Target with Type: of Standard Target and Refresh database. Notice that for Standard Target Version, the Enabled for Process Management: checkbox is grayed out – only Standard Bottom Up Version can be Enabled for Process Management:
3. Edit 2–Operating Expenses data form by adding Version to Page Dimension(s) (this will automatically delete Version from Point of View Dimensions) and Select Members Current and Target. Save the data form.
4. Open 2–Operating Expenses data form, select version - Target and click Go button.
Enter data as shown below:
Save data.
5. Calculate the AutoPlan:AutoFin database using (default) calc script.
6. Return to data form and from menu bar select View > Refresh R (or the Refresh shortcut key). From menu bar select Edit > Grid Spread G. Select the Operating Expense > Q1 > Budget cell.
Enter Spread Value of 144, with default Spread Type of Proportional Spread selected, click the Spread button.
Proportional Spread Spreads the value proportionally, based on the existing values in the target cells. All the Budget values will double in proportion to the change to Expense > Q1 > Budget cell.
7. Select the Operating Expense > Q1 > Actuals cell.
Enter Spread Value of 192, with Spread Type of Evenly Split and click the Spread button. Evenly Split Spreads the value evenly among the target cells. All the Actuals values will appear as 8 ( 192 / 3 months / 8 Lev0 descendants).
8. Explore behavior when you select cells and lock them, Edit >
Lock/Unlock Cell K, prior to doing an Adjust or Grid Spread.
Locked cells will have a tan background to indicate they are locked. Fill behavior with 11.1.1.0.0 does not appear to be working as expected.
Planning Unit Annotations…
1. Open Unit Sales and Price data form. Notice that POV for this form defines a specific Planning Unit (combination of Scenario-Version-Entity). From menu bar select Edit > Annotate Planning Unit N. You should see an error message – “The planning unit you selected is not started. Please select a planning unit that has been started.” Click the Close button. We will discuss Workflow Management later, but for now let’s go through steps to start a Planning Unit.
2. From menu bar select File > Workflow W > Manage Process M. You will 1st be prompted to “Select a valid scenario and
version”.
Enter Scenario – Budget and Version – Current and click the Go button. The Entity dimension displays.
Expand Entity dimension until CC6350 is displayed and click on the radio button next to CC6350 under Start column. Message displays at top of window - “The planning unit has been started.” Notice
that the entity’s ancestors (“Sales”, “Sales and Mktg” and
“Functional”) are automatically started. Click the after the message.
3. Click on Unit Sales and Price in left pane and from menu bar select Edit > Annotate Planning Unit N. As
4. Enter an annotation in box under Enter Text box on left and click Submit button.
Message displays at top of window - “The annotation has been saved.” And the annotation is displayed in the Existing Annotation box on right. Click the after the message and click the Close button.
5. From menu bar select File > Workflow W > Manage Process M. Enter Scenario – Budget and Version – Current and click the Go button. Click on the Details link to right of CC6350 under
Action column.
The View Details window displays:
Notice that you can also add annotations from this window.
6. Click the Change Status bottom and the Change Status dialog box is displayed. This is where Planners promote the Planning Unit and Approvers Approve it. Click the Cancel button to close Change Status dialog box and click the Done button.
Account Annotations…
1. Open Unit Sales and Price data form. From menu bar select View
> View Account Annotations A. This option is grayed out, by default Account Annotations are NOT enables for data forms.
2. From menu bar, select Administration > Manage Data Forms F. Expand Forms folder, select BootCampForms folder, select Unit Sales and Price data form and click Edit button.
3. Select Other Options tab and under Display Properties, click on checkbox for Enable account annotations:
Click on Save button and on next screen click OK button.
4. Open Unit Sales and Price data form. From menu bar select View
> Edit Account Annotations A.
5. Enter annotations as shown below:
Save form, select different Page settings and click Go button. Notice that Account Annotations remain with form across all Page
combinations.
Cell Text and Cell-Level Document…
1. Open Unit Sales and Price data form. From menu bar select Edit >
Cell Text T.
Cell Text window is displayed:
Enter text and click on Submit button. Cell Text indicator will appear in upper right-hand corner of cell and message “This cell has cell text” displays when cursor hovers over cell.
2. Right-click on the cell and select Add/Edit Document
Before you add a cell-level document, the document must be added to the Workspace repository.
The Add/Edit Document window displays:
Click the Browse to Workspace button and browse to Eden /Planning and Forecasting/Support Files/Laptop Specification.pdf
Browse button in only available in the Workspace client, NOT the Planning Web Client.
From Planning Web Client you can type in the URL:
http://demodrive:19000/workspace/index.jsp?module=tools.relate dcontent&repository_path=/Eden/Planning and
Forecasting/Support Files/Laptop Specification.pdf
Make sure Type: is All Files or Standard > PDF file Click the OK button.
3. The Add/Edit Document will be redisplayed with the link to document.
Click the Submit button.
4. Cell Document indicator will appear in lower right-hand corner of cell and message “This cell has a document attached” displays when cursor hovers over cell.
5. Right-click on the cell and select Open Document
After several seconds the document displays:
Supporting Detail…
1. The client has asked how Planners can provide details for their Fleet Unit Sales by Vehicle Model Year. This is only a requirement for the 155-1000 product line. Open Unit Sales and Price data form.
Highlight cells for Fleet Unit Sales M1 through M3 and from menu bar select Edit > Supporting Detail S.
Supporting Detail window displays:
Enter 2008 Model Year and click on Add Sibling button, enter 2009 Model Year and click on Add Sibling button and enter 2010 Model Year. Then enter data values for M1, M2 and M3 and click the Save button.
2. The Unit Sales and Price form will be redisplayed with the new values for Fleet Unit Sales:
Cells change to a teal background color indicating cells have supporting details. The cell values can no longer be changed on the data form, values can only be changed by updating the Supporting Detail.
Menus…
1. From menu bar select Administration > Manage Menus M.
Manage Menus window displays:
Select the Create button and a dialog box displays
Enter TestMenu and click OK button.
2. On Manage Menus window, select checkbox next to TestMenu click on Edit button.
Edit Menu window will be dislayed:
Click on the Add Child button.
Add Menu Item window displays:
Enter values as shown above and click the Save button. On Edit Menu window, select checkbox next to menu Item 1.0 Form1 and press Add Sibling button.
Enter values as shown above and click the Save button. On Edit Menu window, click the Close button.
3. Manage Data Forms and select the 1-Unit Sales and Price data form, click Edit button and go to Other Options tab. Notice at bottom left under Available Menus is TestMenu. Select TestMenu and click the Add button to move it under Selected Menus. Click the Save button.
4. Select 1-Unit Sales and Price data form and right click on a row or column. Notice the 2 menu options now available in addition to thew default right click options. Select Operating Expenses.
The display will be immediately open to 2-Operating Expenses form.
If we had added TestMenu to 2-Operating Expenses data form, you would be able to select Unit Sales and Price and return the 1-Unit Sales and Price form.
5
Security and Administration
Section Objectives
At the end of this section, you will be able to:
• Add new users and groups, provision them with appropriate role(s) and set up appropriate access to Forms and Data
• Use Life Cycle Management