View Settings
The View Settings allows you to view the columns, turn the available data series on and off, and add filters. The basic user will see a view settings similar to the image below.
This is a similar feature to the View Settings button in Items and Reports but has a lot more functionality, if you have advanced user access to the Plans tab.The data series can be turned on and off by clicking on the chain (blue if on and grey if off). To be able to do more within View Settings, you must have developer access to the Plans tab.
Advanced
If a user has developer access to the views tab, they are able to click on the advanced button (a rocket ship to the right of the View Settings sidebar). This means the user can change the columns, data series, drill-down, actions and filters. Below is a full list of all the standard columns that are available within the Plans tab.
Basic Info
- Item no
- Item name
- Location
- Primary vendor
Detail
- ABC
- Color
- Item group level 1
- Item group level 2
- Item group level 3
- Item group level 4
- MAPE
- MAPE category
- Responsible
- Size
- Style
Period
- Day
- Month
- Week
Columns
You can always rearrange the columns and the data series by dragging and dropping them within the view setting and arranging them in the way that you would like.
As you can see in the previous image, while two different columns have been selected, the Item Name column has a broken chain icon next to it. This means that this column is hidden. If the chain is not broken this means the column is not hidden and will be included in your plan.
Data Series
Data series can be organized in several different ways. The user can click on the drop-down menu and choose a different way to organize the data. As seen in the example below, what is chosen there will essentially decide what is on the “x-axis” of the plan.
Data series can be organized in the following ways in the same ways as the table shown on the previous page, for example Details, Period, and Basic Info.
Actions
Within the view settings, you can choose and run available actions on your plan.
Add Drill Down
The last thing that you can do within the View Settings is to add a drill down. When you click on this option, the following drop down appears, giving you many options to view a drill down. The view below shows a plan being drilled down first by location and then by Item No.
If you add a drill down column that is also present in view filters then the drill down column will be filtered by that filter.
For example, suppose you add Location to view filter and specify for examples 4 Locations in checkboxes. When you then add Location as a drill down, only those 4 locations will be shown in the drilldown.