3121: Space Planning Level II

Lesson Objectives

This document gives a brief description about Space Planning object hierarchy and how they are related when building and modifying projects and planograms efficiently.

Lesson Exercises

NA

Lesson Objectives

This document lists the key terms used in Space Planning.

Lesson Exercises

NA

Lesson Objectives

This document gives an overview of the different aspects of the Space Planning interface.

Lesson Exercises

NA

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

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

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

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
• Adding a Subtotal Row
• Changing Row Colors
• Sorting the Table Sub-Total Data Exporting Table Data to Excel
• Customizing the Table (Analysis) Menu

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
• Chart Type
• Selecting 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

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
• Customize Highlight (Analysis) Menu Review Questions

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

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

Lesson Objectives

In this self-learning material, you will find an assignment complementing the concepts covered in the Importing Data from Clipboard or Text File lesson.

Lesson Exercises

NA

Lesson Objectives

In this self-learning material, you will find an assignment complementing the concepts covered in the Importing Data from Clipboard or Text File lesson.

Lesson Exercises

NA

Lesson Objectives

In this self-learning material, you will find an assignment complementing the concepts covered in the Updating Performance Data via a Performance Library lesson.

Lesson Exercises

NA

Lesson Objectives

In this self-learning material, you will find an additional resource complementing the concepts covered in the Viewing, Editing, and Analyzing Data with Tables lesson.

Lesson Exercises

NA

Lesson Objectives

In this self-learning material, you will find an assignment complementing the concepts covered in the Viewing and Analyzing Data with Charts lesson.

Lesson Exercises

NA

Lesson Objectives

In this self-learning material, you will find assignments and an additional resource complementing the concepts covered in the Viewing and Analyzing Data with Highlights lesson.

Lesson Exercises

NA

Lesson Objectives

In this section, you will find the answer key to the to the Review Questions from the lessons.

Lesson Exercises

NA

Lesson Objectives

This self-learning material contains an appendix that provides step lists for an alternate workflow. It also contains workflows for dual and replacement layouts, and inventory modeling.

Lesson Exercises

NA

Lesson Objectives

This document provides information about the various symbols available in Space Planning Tables.

Lesson Exercises

NA

Lesson Objectives

This document contains a list of Sample Analysis Files used in Space Planning.

Lesson Exercises

NA

Lesson Objectives

This document contains the list of file formats used in Space Planning.

Lesson Exercises

NA

Lesson Objectives

This document provides information about Force to Inventory and its functionalities.

Lesson Exercises

NA

Lesson Objectives

This document contains a list of Performance Fields used in Space Planning.

Lesson Exercises

NA