Space Planning Level II

Lesson Objectives

Explain where the performance object fits into the object hierarchy

Identify the difference between product & 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 & performance data fields

Reset financial & inventory data

Change the project or planogram movement period

Import product and/or performance data from Excel

Edit & save the product & 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 & Load Import Settings

Set Project or Planogram Movement Period

Edit & Save the Performance Across Planograms.pst & 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 & Columns

Create a Comparison Table

Edit Column Widths & Decimal Places

Add a Grand Total of Row

Change Data Roll up & Alignment

Create Formulas in a Table

Change Column Headers

Change Data to Percentage

Utilize User Names

Add Extra Header Rows/Freeze Rows & Columns

Save a Table

Change Data Scope

Filter Table Data

Sort Table Record Data

Rename the Table & 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 & formatting options

Export chart data to Excel & save a 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, & Chart Data

Group by Key & Change Data Scope

Convert Data to a Percentage

Save a Chart

View/Export Chart Data

Edit a Chart

Show Top Groups Only & 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 & 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 & edit labels

Apply additional formula functions

Save or merge label files to share & refer to print layouts

Customize the Open Label drop-down

Edit the Status Bar

Lesson Exercises

Create & 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 & Merge Label Files

Customize Highlight (Analysis) Menu

Edit the Status Bar Properties

Lesson Objectives

Create a print layout

Add tables, charts, highlights, & 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 & 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, & 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 & Analyzing Data with Charts lesson.

Lesson Exercises

NA

Lesson Objectives

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

Lesson Exercises

NA

Lesson Objectives

In this section, you will find the answer key 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 & replacement layouts, & inventory modelling.

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 & its functionalities.

Lesson Exercises

NA

Lesson Objectives

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

Lesson Exercises

NA

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