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Adaptive Planning
Example: Build a Modeled Sheet for Quantity Per Customer

Example: Build a Modeled Sheet for Quantity Per Customer

This example illustrates how to build a modeled sheet that tracks how many products each of your customers purchase.
You want to track how many total products each customer purchases per time period. To keep the sheet simple, you don't want to track which products they purchase.
You then want to use the data you collect in this sheet to drive calculations on a merged cube sheet. The merged cube sheet calculates the revenue for each customer per product.
  1. Select
    Modeling
     from the main menu.
  2. Click
    Level Assigned Sheets
    .
  3. Click
    New Sheet
    .
  4. Complete the form like this:
    選項 說明
    Create new sheet
    Select
    Modeled
     and
    Blank modeled sheet (advanced)
    .
    Sheet name
    Enter
    Quantity
    .
    Sheet code
    Enter
    QTY
    .
  5. Click
    Next
     to display the
    Sheet Summary: Quantity
     page.
  6. From the sheet summary page, click
    Columns and Levels
    .
  7. From the center canvas, select the
    Level
     column.
  8. In the
    Levels
     tab of the
    Level Properties
     section, select the check box next to
    Name
    .
    Selecting
    Name
     selects all levels and adds them to the sheet.
  9. From the
    Elements
     tab, click
    Dimensions
     and drag
    Customer
     into the canvas below
    Level
    .
  10. Click
    Back to Elements
    .
  11. From the
    Elements
     tab, click
    Data Entry Columns
     and drag
    Timespan
     into the canvas below
    Customer
    .
  12. From the toolbar, click
    Save
    .
From the
Sheets
 menu, open the
Quantity
 sheet. For the
Working Budget
 version, add 3 rows and enter data for each:
  • Level:
    HQ
    .
  • Customer: Select a different customer for each row.
  • Time periods: Enter the number of products the customer purchases for each time period in 2022.
Select the sheet as the source sheet when you build the merged cube. See Example Steps: Build a Merged Cube Sheet for Revenue by Product and Customer.