3121: Space Planning Level II v2019.1
Featured course for the
Category Management Product
Course Type
- Instructor Led
Duration
- 2 days
Target Audience
- SuperUser
Course Description
This curriculum covers the advanced features and functionalities of Space Planning. Through a combination of concepts and exercises, you will learn how to calculate the number of facings, import data into Space Planning, update performance data, use tables, charts, and highlights to analyze data, print layouts and much more.
Course Notes
- 8 Lessons
- Additional Resources (appendices and exercises from all lessons)
Lesson Details
3121-01: Introduction to the Performance Object
Lesson Objectives
- Explain where the performance object fits into the object hierarchy
- Identify the difference between product and performance data
Lesson Exercises
- Calculate the Number of Facings
- Calculate the Number of Facings in a Table
- Search the Help File for Performance Fields
3121-02: Import Data from Clipboard or Text File
Lesson Objectives
- View product and performance data fields
- Reset financial and inventory data
- Change the project or planogram movement period
- Import product and/or performance data from Excel
- Edit and save the product and performance data across planograms
Lesson Exercises
- View Product or Performance Fields (One Product at a Time)
- View Product or Performance Fields (All Products at Once)
- Specify Product or Performance data for Analysis
- Reset Financial or Inventory Data
- Import Product or Performance Data
- Save and Load Import Settings
- Set Project or Planogram Movement Period
- Edit and Save the Performance Across Planograms.pst and Rename Field
3121-03: Update Performance Data via a Performance Library
Lesson Objectives
- Create a performance library using Excel
- Reset financial data
- Reset financial data
- Set project movement period
Lesson Exercises
- Define the Name in Excel
- Create the Performance Library in Space Planning
- Configure the Performance Library- General tab
- Configure the Performance Library - Field Mapping tab
- Save the Performance Library
- Reset Financial/Inventory Data
- Set Project Movement Period
- Update a Project from the Performance Library
3121-04: View, Edit, and Analyze Data with Tables
Lesson Objectives
- Create new tables to meet analysis needs
- Edit existing tables to meet analysis needs
- Edit Space Planning data via a table
- Export table data to Excel
- Customize the Open Table drop-down menu
Lesson Exercises
- Edit Project Data via a Table
- Indicate Table Cell Selection in Planogram Views Understanding the Space Planning Objects
- Create a New Table
- Add Rows and Columns
- Create a Comparison Table
- Edit Column Widths and Decimal Places
- Add a Grand Total Row
- Change Data Roll up and Alignment
- Create Formulas in a Table
- Change Column Headers
- Change Data to Percentage
- Utilize User Names
- Add Extra Header Rows/Freeze Rows and Columns
- Save a Table
- Change Data Scope
- Filter Table Data
- Sort Table Record Data
- Rename the Table and Save
- Hide Rows & Columns
3121-05: View and Analyze Data with Charts
Lesson Objectives
- Create new charts to meet analysts needs
- Edit existing charts to meet analysis needs
- Describe different chart elements and formatting options
- Export chart data to Excel and save picture of the chart
- Customize the Open Chart drop-down menu
Lesson Exercises
- Create a New Chart
- Select the Chart Object, Chart Key, and Chart Data
- Group by Key and Change Data Scope
- Convert Data to a Percentage
- Save a Chart
- View/Export Chart Data
- Edit a Chart
- Show Top Groups Only and Sort Data
- Customize Chart (Analysis) Menu
- Save Picture
3121-06: View and Analyze Data with Highlights
Lesson Objectives
- Create new highlights to meet analysis needs
- Edit existing highlights to meet analysis needs
- Describe the different highlight methods
- Apply highlights to a table
- Customize the Open Highlight drop-down menu
Lesson Exercises
- Open a Highlight
- Access the Highlight Properties
- Edit an Existing Highlight: Group Method
- Save a Highlight
- Toggle a Highlight On/Off
- Apply Highlight to All Opened Projects
- Assign Colors and Names
- Edit an Existing Highlight: Match with Filter Method
- Apply Highlight Within Planogram, Project or All (Open) Projects
- Edit an Existing Highlight- Spectrum Method (Heat Mapping)
- Apply Filter to Other Methods
- Edit an Existing Highlight- Quadrant Method
- Load a Highlight to a Table
- Understanding Comparison Highlight Methods: Change
- Understanding Comparison Highlight Methods: Revisions
- Understanding Comparison Highlight Methods: Compare Like Planograms across Multiple Projects
- Customize Highlight (Analysis) Menu Review Questions
3121-07: View Data with Labels and Status Bar
Lesson Objectives
- Create new labels from scratch to meet analysis needs
- Copy and edit labels
- Apply additional formula functions
- Save or merge label files to share and refer in print layouts
- Customize the Open Label drop-down
- Edit the Status Bar
Lesson Exercises
- Create and Show a Label
- Toggle a Label On/Off
- Save Selected Label Formats to a New Label File
- Save All Label Formats to a New Label File
- Copy Format to Create a Label
- Open and Merge Label Files
- Customize Highlight (Analysis) Menu
- Edit the Status Bar Properties
3121-08: Create Print Layouts for Tables, Charts, Highlights, and Labels
Lesson Objectives
- Create a print layout
- Add tables, charts, highlights, and labels to a print layout
- Assign print layouts to various JDA Space Planning objects
- Edit default printing options
Lesson Exercises
- Create a New Layout
- Split the Layout Page
- Specify Layout Area Types and Properties
- Copy a Layout Page
- Add a Table to a Layout Page
- Add a Chart to a Layout Page
- Add a Label to a Layout Page
- Add a Highlight to a Layout Page
- Preview a Layout
- Save a Print Layout
- Assign Layout Files
- Print a PDF
- Change Default Print Options