TABLE OF CONTENTS

• Introduction
  • Graph
  • Summary table 
  • Details table
    • Where the bookmark drilldowns appear
    • Creating a new hierarchy from the dimension dropdowns
    • Hierarchy dropdowns
    • How the Planning Item selection updates the Details table
    • View by
    • Expand all, collapse all
    • Hide Empty Rows
  • Download
  • Multi-item view
    • Hierarchy dropdowns

Introduction

This article explains how to access planning results in both the Single-Item View and Multi-Item View of the Planner Workbench. It also provides the steps required to configure the drilldown table hierarchy, enabling you to analyze planning data across different levels of hierarchy.

Graph

• Displays data points based on the selected planning items and measures in the Planner View. It visually represents the time-series data across the selected time horizon, allowing you to analyze trends, comparisons, and performance over time. 

• The graph automatically updates whenever changes are made to the planning item selection, measures, time horizon, currency, or overrides, ensuring that the displayed information always reflects the most recent configuration.

Summary table 

• The summary table provides an aggregated view of the selected planning item. All data points displayed in the graph are also reflected in the Summary Table, ensuring consistency between the visual and tabular representations. The values are shown across the selected time horizon and for the selected measures.

• You can download the Summary Table data by clicking the Download button.    

• In the single-item view, all supported cell actions can be performed directly within the Summary Table. These actions include Edit, Multi-cell Edit, Reset, Audit, and other applicable cell-level operations, allowing users to modify, review, or track changes efficiently.

Details table

The drilldown levels you add while creating or editing a bookmark (using Add drilldown levels) are made available directly in the Details table hierarchy dropdown. The hierarchy that the Details table displays is also linked to the Planning Item dropdown — as you move through the planning item hierarchy, the Details table hierarchy updates automatically to the next available level. 

Where the bookmark drilldowns appear

In the bookmark, the Details table has a Hierarchy level dropdown. When you open it, the saved drilldown hierarchies appear under a Bookmark drilldowns heading.

• The drilldown hierarchies listed here are exactly the ones selected in the Create bookmark / Edit bookmark dialog, alongside the parent hierarchy.

• You select one hierarchy at a time using the radio buttons — only a single drilldown hierarchy can drive the Details table.

• After choosing a hierarchy, click Apply to update the Details table, or Cancel to close without changing it.

• Based on the selected hierarchy, the dropdowns will appear to further filter the items.

Creating a new hierarchy from the dimension dropdowns

You are not limited to the selected drilldown hierarchies. The same dropdown includes a Select hierarchy levels area with one dropdown per dimension — Product, Customer, Location, and Source. Use these to build a new drilldown hierarchy on the fly for the Details table.

• Choose the required level in each dimension, then click Apply.

• The same level rules apply — you can only select levels below the parent hierarchy chosen for the bookmark; higher levels are disabled.

• This gives you the flexibility to view a disaggregation that was not predefined as a bookmark drilldown.

Note: The newly created drilldown hierarchy for the details table will be added to the planning item dropdown drilldown as a new hierarchy level, where you can select the item to view its summary. Check the below illustration.

Hierarchy dropdowns

Hierarchy dropdowns are displayed based on the selected drilldown hierarchy. These dropdowns allow you to filter the table data by selecting specific items within the hierarchy.

How It Works

When a hierarchy level is applied in the drilldown table, the application automatically displays a corresponding dropdowns above the table. You can use these dropdowns to select an item within the hierarchy and refine the data displayed in the table.

Example: If the selected drilldown hierarchy is: Product: Customer: All: All.

The application displays dropdowns for:

• Product

• Customer

Using these dropdowns, you can select specific product and customer values to filter the table results. 

After selecting items from the hierarchy dropdowns, the table updates to display data corresponding to the selected hierarchy items.

How the Planning Item selection updates the Details table

The Planning Item dropdown holds the parent hierarchy together with the drilldown hierarchies. Based on the item you select there, the Details table hierarchy is automatically updated to the next available hierarchy—the level immediately below the selected planning item's hierarchy.

• If the selected planning item is at the parent level in the hierarchy, the Details table shows the next available drilldown level.

• If you select the second hierarchy in the Planning Item dropdown, the Details table hierarchy updates automatically to the next available hierarchy — and so on down the chain.

Note: If you select the last (lowest) hierarchy in the Planning Item dropdown, no lower levels are available, so the Details table does not show any data (No rows). But you have the flexibility to select the lowest available hierarchy using the dimension dropdowns.

View by

1. View by Item: By default, the Item View is the selected view in the Details table. In this view, the hierarchy level chosen in the drill-down hierarchy is displayed as a header.

   1. Example: If the selected drilldown hierarchy is Family: Region: All: All level, then the items will be displayed as the header. 

2. View by measure: The selected measures appear as headers in the Measure View, with item values displayed below. This view enables us to analyze results based on the selected measures. The application displays the measure based on the column order.

   1. Example: If the selected measures are Shipped units, Demand units, or Inventory units, all selected measures appear as a header, and the disaggregation level appears below the measures. 

3. View by Dimension: The Dimension View organizes data by items and measures, enabling comparative analysis across dimensions.

   1. Example: If the selected drilldown hierarchy includes Product and Customer, and the measure is Sales Quantity, the Dimension View will display:
      Product | Customer | Measure.
      Studio JPS 14 v1 | Max stores | Shipped units. 

   2. This view provides a comprehensive breakdown of data across dimensions, helping in more granular analysis.

Expand all, collapse all

Expand All: 

• By default, the drilldown table is collapsed, showing only the header data. 

• To view the details of the drilldown table, click Expand All.

• This will expand the table to display results based on the selected hierarchy level.

• The expanded view of the table is shown below.

You can also expand a single row by clicking on the arrow button provided next to each header. This allows you to view the detailed breakdown of that specific hierarchy level without expanding the entire table.

Collapse All

• After clicking Expand All, the Collapse All button will be enabled.

• Click on Collapse All to revert the table to its original format, hiding the expanded hierarchy levels.

This helps maintain a cleaner and more structured view by displaying only the top-level data.

Hide Empty Rows

• Enable: If you want to remove rows where all measure values are zero, enable the Hide Empty Rows toggle. This will remove measures with zero values, keeping the table concise and focused on relevant data.

• Disable: If the measures of the selected items have zero values across the entire time range, they will be hidden when the “Hide empty rows” toggle is enabled. Disabling the toggle displays all measures in the table, including those with zero values.

Download

The values in the bookmark can be downloaded in the single-item view. The downloaded files will show the values based on the selected preferences.

Example: If you select only shipped units from the measures pop-up and a custom time range from Jan 23 to Apr 23, the downloaded file will show the measures and data for those units shipped during that period. Similarly, the downloaded sheet will show results based on the user preferences, such as expand all or collapse all, selected hierarchy level, selected view by, etc.

The Download option provides two choices:

1. Desktop Download (Max 50 items): This option allows you to download data for up to 50 items displayed in the planning view.

2. Download Full Dataset: This option lets you download the data directly from the server side, ensuring that all relevant filters and view types (such as item, measure, and dimension) are included in the output. This enables a comprehensive download of the entire dataset with the applied configurations.

   1. When this option is selected, the download process initiates a server-side download of all relevant data from the database, rather than from the UI or a direct SQL query.

   2. This download supports all filters applied in the planning view, including Dimension Filters (e.g., Product, Customer, Location, Source), Measure Filters, and Time Range Filters.

   3. The full dataset download details will be stored in the download folder within the user interface.

3. Click on the Refresh button to update and view the latest status of the dataset download.

Status:

• Active: The download was successful and is ready for use.

• Processing: The download is still in progress and has not yet been completed.

Failed: The download was unsuccessful due to an error.

Multi-item view

The Multi-Item View in the Planner Workbench allows you to analyze multiple planning items simultaneously in an aggregated format. This view provides a consolidated perspective on the selected items, enabling you to evaluate overall trends and performance across them. 

Accessing the Multi-Item View:

To switch to the Multi-Item View, click the stack icon in the Planner Workbench. The application then displays the aggregated view of the selected planning items in the multi-item view.

How It Works

The Multi-Item View is similar to the Single-Item View, but instead of displaying data for a single item, it aggregates the values of all selected items and presents them in tabular format.

Summary table: The Summary Table in the Multi-Item View displays aggregated values for the selected items. Since the data is aggregated, cell-level options are not available in this table. Actions such as overrides, editing, or cell-specific operations cannot be performed. 

Details table: The table shows the planning items available for the selected hierarchy level. All the cell options are available for the values in the multi-item view details table.  

Hierarchy dropdowns

In the Multi-Item View, hierarchy dropdowns are displayed based on the hierarchy levels selected during bookmark creation. These dropdowns let you refine the planning view by selecting specific items in the hierarchy.

When a bookmark is created with certain hierarchy levels, the Multi-Item View automatically displays dropdowns for those levels. You can use these dropdowns to filter the aggregated data and focus on specific item values.

Example

• If the bookmark is created with the hierarchy Family: Region: All: All, the Multi-Item View displays dropdowns for:

  • Family

  • Region

If the bookmark is created with the hierarchy Family: All: All: All, the Multi-Item View displays only the Family dropdown.