Views Configuration
A view describes the type of data that you want to see in the worksheet. Each type of data is displayed in a row. Each row of the grid represents a Planning Object or a Demand Type. The view describes the set of demand types or planning objects that are displayed in the worksheet.
There are five default views included for S&OP: Supply Demand Balance, Demand Breakdown, Demand Fulfillment, Supply, and Inventory Projection.
Create New Views
Admin users can create and manage the planning objects/demand types that are available in the Planning Worksheet from the Views Configuration section of the S&OP settings tab.
- Click the Create New View button at the bottom of the Views Configuration window to create a new planning object/demand type view.
- Create a name for the New View and click Create View.
- The Add Planning Object to View button at the top of the Views Configuration window will now be active.
- Click the Add Planning Object/Demand Type to View button to launch a dropdown of the Planning Object/Demand Type in the application. Select a Planning Object/Demand Type to include it in the view.
- The selected Planning Object will be added to the View. Repeat Step 4 to add more Planning Objects to the View.
Types of Planning Objects
- Additions: sum of production, transfer In, By Products, Procurement
- Withdrawals: sum of Demand, Transfer out, Consumption
- DaysCoverage: how many days of future withdrawals can be covered by the start of period stock level at end of the first day
- WeeksCoverage: (DaysCoverage / 7)
- TransferOutInfeasible: quantity of transfer outs that start in period and have a shortfall at the source
- AvailableToPromise: estimates how many products that can be delivered to customers by a specific date
- StockAdjustment: calculated based on the stock adjustment records in orbit (currently unused)
- DemandQuantityExpired: demand that is infeasible and expires within the period
- DemandFilledInPeriod: as named
- DemandQuantityFilledFromSupplyInTheSamePeriod: demand filled from supply activity that occurs in the same period as the demand
- DemandQuantityPartiallyFilled: the portion of demand that was satisfied in the period
- SupplyQuantityAllocatedToOnTimeDemand: the quantity of supply allocated to on-time demand in period
- SupplyQuantityAllocatedToLateDemand: the quantity of supply allocated to late demand in period
- SupplyPeggedToDemand: quantity of supply pegged to demand regardless of on-time or late
- SupplyPeggedToTransferOut: quantity of supply pegged to stock transfers in period
- SupplyPeggedToConsumption: quantity of supply pegged to consumption in period
- WithdrawalsPegged: quantity of withdrawals pegged to demand in period
- PurchaseCost: purchase quantity * stock unit cost
- TransportCost: same as transport cost used in metrics; calculated by transport route, vehicle type, and quantity per vehicle allowed and uses transfer in quantity and transfer in item
- TransportOutCost: transport cost calc using the transfer out quantity and transfer out item
- TransportInCost: transport cost calc using the transfer in quantity and transfer in item
Conditional Format
You can also add a conditional format to a view with the Add Configuration Format button.
Drilldown to PowerBI
You can add a drilldown option in Planning Worksheet from the Views Configuration Add Power BI button. Click the Add button to launch the Edit Power BI Configuration drawer.
- Type the name of the detail, dashboard, or other type of analysis into the Name field. In the URL field, you will need to copy and paste the destination URL as well as type the filter drilldown location of the date and sales history we are highlighting.
For example, in:
And the filter is: &filter=Purchase_x0020_Orders/Order_Date+gt+%7B%7BstartDate%7D%7D+and+Purchase_x0020_Orders/Order_Date+lt+%7B%7BendDate%7D%7D
- Next under Filter Attributes Mapping, type the Code Field and Text Field mapping parameters. A list of commonly used filters can be found by clicking the question mark tooltip. Click more... to see more date and data type filters.
- Click Save. Now when launching Collaboration, the Power BI drilldown item will be available from the application.
Remove Planning Object/Demand Type from View
To remove a Planning Object/Demand Type from a View, click the Remove button, then confirm deletion by clicking Confirm.
Rename, Duplicate, and Delete View
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