Workspaces
AGR Dynamics has created a powerful tool, called workspaces, that allows users to create many different types of views of their data with many different types of data series.
The Plans functionality within the AGR Inventory module is built using Workspaces. Below you can see a list of the different plans that have been created within the AGR Inventory module. The Plans tab within the AGR Inventory modules allows you to create your own specific plans with the given data series within your AGR setup.
Within the AGR Planning and Assortment modules, the tabs within the navigation bar link to specific workspaces that have been set up during implementation of the AGR system. Below you can see a picture of the Location Financial Planning tab that opens that specific workspace.
Workspaces are made up of views. Some workspaces, like the following Sales Plan workspace, only has one view.
The Location Clustering workspace is made up of multiple different views, as seen below.
Having multiple views in one workspace allows the user the ability to easily flip between information, specifically when users are dealing with a lot of data that intertwine with each other.
The Plans tab within the AGR Inventory module allows the user to create multiple different workspaces with their data series. The tabs within the AGR Planning Module will open up a specific workspace, for example the Merchandise Financial Planning workspace or the Location Clustering workspace.
Workspace Standard Functionality
The standard functionality within all workspaces, whether it is within the AGR Inventory module or the AGR Planning module, is very similar and can be found below.
Adding/Editing Views
The user can add or edit views within a workspace by clicking on the Views button. This button allows for the creation of various views within the same workspace by selecting which columns and data series to show and hide, and group data by one or several columns.
You can save the view you are looking at 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 the pencil within the Views dropdown. A new window will open and there you can see all the default system views that were created within your system during implementation, as well as views you have created, and views other users have created and shared with you. For each individual view, you can also rename, Toggle Visibility, and select different sharing options.
To add or edit data within a view, you must click on the View Settings button within the workspace tool bar, and then click on the Advanced button (rocket ship). Here you can add columns, data series, drill down, actions, and filters to your view. Once you make any changes within the View Settings sidebar, you will need to refresh the page to see the changes occur within your view.
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.
Editing Workspaces
There are two types of fields within workspaces: editable and read-only. Read-only fields are white, editable fields are light green. You can enter and change data in editable fields.
Workspaces 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 workspace 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 workspace is saved automatically when the data has been edited.
Export to Excel
This button exports the data from your workspace to an excel file. 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.
Workspace Filters
This button allows you to apply filters to your whole workspace 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 Filters to the View of this plan, then you must do so within the right sidebar, under View Settings.
Chart
By clicking on the button with a graph, you can view your workspace in chart format:
Show Totals
The above button adds totals over the columns and over the rows of your workspace, the totals are highlighted by a dark grey color as the example below.
Advanced
If a user has developer access to the views tab, and if the system allows for it, 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 workspaces.
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 workspace.
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 workspace.
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 within your view.
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 workspace 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.
Filters
If you want to add a filter to this specific view, you can do so here within the View Settings sidebar.