What's New in Workbooks and Authoring

2. What's New in Workbooks and Authoring Duncan Klett vice president, analytics research

3. Agenda • Authoring improvements • Sending reports to customers or suppliers • Data change enhancements

4. Authoring Improvements • Search tool • Using worksheets for In and Lookup • Changing worksheet table • Bucketing enhancements • Multi-scenario worksheets

5. Search Tool • Simple, but extremely useful • Available 9.5 and later

6. Using Worksheets forIN and Lookup • Define a worksheet showing the data you want to work with (list of items, or list plus value to find) • Know what you want (keys) • Special field Self to return reference • {Part, Part.Site} IN InSelectedPartsWithShortages • Can also use Lookup to convert string BACK to reference • Special function Null(Table), e.g., Null(Part)

7. Changing Worksheet Table

8. Bucketing Enhancements • Query • Percent • Reset point • Be careful how you define for multiple resets • Grouping • Anchor • Extended periods

9. Enhanced Bucketing

10. Enhanced Bucketing

11. Multi-scenario Worksheets • Clearer rules for calculating and merging • Define multi-scenario field as high up composite tree as possible (where you want the query run for each scenario) • Reference fields explicitly ABOVE the multi-scenario level • Field#0, #1, etc. • Allows calculations of “Difference” in same sheet as “Values” • NO multi-scenario fields BELOW the multi-scenario level Worksheet refers to fields explicitly(Quantity#0, Quantity#1, etc) Operates on merged queries(Be sure to use Grouping) “Multi-scenario” worksheet (contains multi columns) (column labels automatically repeat) Queries run once foreach selected scenario “Normal” worksheet1 “Normal” worksheet2

12. Bonus for Authors User-added calculated fields • You can now define expressions in the data model to add common calculations • Use these calculated fields just like any other RapidResponse calculated fields Group with no GroupBy fields • Will ALWAYS produce a single record • Can be useful for composite sheets Change columns, retain subtotals Assert command

13. Sending Reports to Customers or Suppliers Previous problems • Confusion handling multiple items per user • Complex syntax • $SupplierID = “A,” “B,” “C,” etc. • New List functions • ListAsSet (list)e.g. Order.Supplier IN ListAsSet ($SupplierID) • $SupplierID = A, B, C • (Better) Alternative • Field IN WorksheetIdentifyingValidSupplierIDs

14. Distribute Alert to Users in Group

15. Resulting Messages

16. Data Change Enhancements Defining cross-scenario data changes • Cross-scenario can be “push” or “pull” • Define source and destination worksheets as usual • Caution • Referenced records can be different in different scenarios • Be sure to create any that you need • New selections to allow (don’t allow): • Inserts • Deletes • Improved error messages to help you get it right

17. Example: Process Creates Changed Data • Want to “commit” these changes (ONLY) to another scenario • Define method to track changes • OriginalQuantity • Special Type, etc.

18. Create Source and Destination Worksheets • Define worksheets • Define command • Define which scenario is source and destination • Test the command • Recommend testing one step at a time • Data Change Commands do NOT autocreate referenced records; therefore, Data Change needs to create them explicitly

19. New Data Change Controls

20. Defining the Command

21. Improved Error Reporting

22. Success!

23. Thank You!