Quiz 4

Protected Cell

Blue

Ways to Enter Data

1) Type into cell 2) Type data into edit bar 3) Enter calculations into edit bar 4) Copy and Paste 5) Use Fill Options

rules

A formula that defines how EP calculates measures. You can define them for both variables and versions

rule set

A rule set is a rule plus all its inverses

Locked Cells

Pink

Copy and Pasting

Planners copy and paste data as a time saving tool that transfers identical information... for example if departments have similar sales patterns... or you have a number of new items that you are planning same way. - You can copy past cell values from one cell to another - You can copy data from one view and paste it to another - You can copy a row or column of data from one view to another - You can copy and paste an entire view

normal

act according to standard in plan when data is entered. Consolidate and Spread

spreading

data at higher level spread to lower levels

Consolidation

data at lower level is summed up

Undo Option

erases what you have just done

rule sets

how values will be calculated, includes inverses

The Protection Process

is carried out every time the value of a cell is changed, to determine what the effect on other cells will be

average

uses averages when data is entered. Consolidate and Spread

opening and closing

variables have the same value at different levels in the time hierarchy. i.e. Opening stock for Feb is the same as Opening stock for week 1.

creating percent participation

- 1. Right - Click on the row or column header and select Percentage or choose Percentage from the toolbar - 2. Select the Percentage Ancestors - 3. Enter a heading for the column or row - 4. Check create percentage on a duplicate member in order to create a new column or row. If you do not check this option, the existing column or row will be replaced with the percentages. - 5. Click Ok

Using cells and edit bar to enter data

1) Typing data into the cell - To type data into the cell, simply click in the cell and type the amount in... then click in another cell, or press enter to save changes. 2) Typing data into the Edit Bar - To type data into the edit bar, click on the cell you wish to change and type the new amount in the edit bar at the top of the screen. Press enter and save your changes 3) Calculation entered into the Edit Bar - To type the data, click on the cell you wish to change and type the calculation in the edit bar at the top of the screen (use k for thousands and M for Millions)

downloading data to excel: The planning import wizard

EP allows you to transfer data from the spreadsheet into Microsoft Excel. Step 1: To Export data, open Excel and select Add-ins and then Planning Import Wizard. The Planning Import Wizard will open Step 2: Select the EP view to import. You can choose the current view if one is currently open in EP, or select from any saved views. Click Next Step 3: Select how you wish to format the data. Click Next Step 4: Select how you wish to format the slices. Click Next Step 5: Choose to export into a new or existing workbook. Click Finish Step 6: When you have completed the steps of the wizard your planning data will import into excel based on your criteria. You can not rearrange the spreadsheet, change the formatting: and save the report, etc

Reference Cell

Green

variable characteristics

Variables are assigned characteristics to control how the spreading and consolidations are preformed

non-spread

Variables that can not spread because they will not consolidate sensibly. i.e. Markdown %'s, Margin %

Fill Option

We use fill options to easily place data in multiple cells. Fill options allow you to select a range of cells in a spreadsheet view and fill them with data. You can fill them with: 1. A single data value 2. A row or column of values 3. A sequence based on a row or column value - When filling a range of cells the first cell selected should contain the data you want to replicate Filling Options Fill All Fill Up Fill Down Fill Left Fill Right Fill Series

Not been changed or touched

White

Changed Cells

Yellow

Freezing Members

You can freeze members so that the calculation process no longer affects them. (You can not freeze a member of the time dimension)

Locking and Unlocking Cells

prevents values from changing when recalculating data -Undo Cell - causes the current cell to revert to the value it held after the last calculation -Undo All - Causes the contents of all the changed cells to revert to the values they held after the last calculation

Calculation

the process of deriving values in a module by consolidation, spreading, or evaluating of rules