Working with the Plan
Once you have created a plan, you can view it by clicking on the plan name or View Details (eye button) in the command bar.
When you open your plan for the first time, it will be empty, as seen in the view below. This is like opening a new excel document – it is empty until you add the data to it.
To add data to your plan, you must open the view settings, click on the Advanced button (rocket ship) and click on the dropdown under the Data Series section. In a standard plan, you would view the Baseline Plan, Promotions, Demand, and Sales. If you have the AGR Planning module, you can also view a lot of other data series, like Connected Sale, Last Year Sale, etc. These are not editable fields but will provide you with more information when creating this new plan. See the full list of available data series in Appendix.
Once you have decided what data series you would like to add to this plan, the refresh button within the Planner command bar will be red as well as a large refresh button in the middle of the plan. When the refresh button has turned this colour, this means that you need to click refresh for the plan to add the changes that you have recently made.
Editing Plans
There are two types of fields in the plan: editable and read-only. Read-only fields are white, editable fields are light green. You can enter and change data in editable fields.
Plans can be edited on any level after they are created. They can be edited on the monthly level or for each individual month. The user just needs to click on the entry that they would like to change and make the necessary changes.
When a plan has been edited, a lock symbol will show up, denoting that the system is updating its calculations based on your edits. It is not possible to make other changes to these cells that are locked while the system is updated. The plan is saved automatically when the data has been edited.
Export to Excel
This button exports the data from your plan to an excel file, just as it does within the Inventory Optimiser. If you apply any filters or grouping to your data, then the resulting data (filtered and/or grouped) will be exported to an excel file, not the original data. It is also possible to copy/paste the cells by selecting the data and then right-clicking.
Filters
This button allows you to apply filters to your plan in an ad hoc fashion. When you click on the Filter icon, a left sidebar will open labelled “Filters” with the drop-down menu from where you can select the ad hoc columns to filter. These filters will just be applied while you are looking at this plan, and will not be saved within the View Settings. If you want to add a filter to the View of this plan, then you must do so within the right sidebar, under View Settings.
Show Totals
The above button adds totals over the columns and over the rows of your plan, the totals are highlighted by a dark grey color as the example below.
Chart
By clicking on the button with a graph, you can view your plan in chart format:
Views
This button allows for the creation of various views for the same plan by selecting which columns and data series to show and to hide, and group data by one or several columns.
You can save the view you are looking at it to be able to easily see it again, without needing to configure the filters, columns, etc. the same way.
Just as easily, we can edit views by clicking on “Edit views” from the view list. The new window opens and there you can see all default system views, views you have created, and views other users have created and share with you. For each individual view, you can also Rename, Toggle Visibility, and select different Sharing Options.
