TABLE OF CONTENTS

• Overview
• Hierarchies
• Adjusting Cell Values
• Disaggregation
• Reset to QU Forecast Value

Overview

This article will demonstrate how to read and adjust the data in the Data Table.

Hierarchies

The data displayed within the Data Table is aggregated by every product and level selection made on the Product Filter. 

Example:

All products selected on the Product Filter, on a specific level, will be displayed at that level on the table.

Changing levels will then populate the table with the level of data selected on the Product Filter.

Adjusting Cell Values

Values within the table can be adjusted, however, the current and proceeding week values are locked and can't be edited. This restriction is to minimise errors in the current ordering period. 

The cells that can be altered are in a darker colour.

To adjust a cell by a set value

1. Double-click the cell
2. Enter a new value
3. Hit Enter 

To adjust a cell by a percentage 

1. Right-click the cell
2. Select the percentage amount from the preset values
   
   

You can select single or multiple cells to be adjusted by a percentage.

There are two different methods:

1. Hold down the left mouse button, click, and drag across a group of cells
   
   
   
   
2. While holding ctrl, use the left mouse button, and click on each cell.
   
   

After a cell has been adjusted, a red dot will then appear in the top right of the cell indicating there has been a change. All child and parent elements will also be changed, and will therefore also have a red dot to indicate.

Disaggregation

This is how the QU 2.0 Portal disburses proportional values to child elements when cell values are

adjusted on a parent level.

There are x scenarios with which the outcome is calculated.

1. When the parent element has an existing value and is adjusted with another value that is not

zero.

The child items will be calculated proportionately to their existing value.

                o The proportional disaggregation starts at the lowest level for both product + channel.

                o Order of distribution is according to product and channel order as listed on QU

                o When the children’s values result in fractional values, then we use the Largest

                Remainder Method to assign values such that the children have whole numbers.

                o Child or Channel zero values will remain zeros.

Example:

Suppose if the user increases Parent X from 50 to 100:

Child A was originally = 20

Child B was originally = 30

Calculation assuming proportions are kept the same:

New volume for child A = (100 / 50) * 20 = 2 * 20 = 40

New volume for child B = (100 / 50) * 30 = 2 * 30 = 60

If the child has a current value of zero, then the new value will also be zero

Before adjustment to parent

                After adjustment to parent

2.    When the parent element's current value is zero and changed to a value of more than zero.

The value will be evenly split between all child items.

       
o The proportional disaggregation starts at the lowest level for both product + channel.

        o Order of distribution is according to product and channel order as listed on QU

        o When the children’s values result in fractional values, then we use the Largest

        Remainder Method to assign values such that the children have whole numbers.

        o Child or Channel zero values will remain zeros.

Before adjustment to parent

After adjustment to parent

3. When the parent element is changed to zero, all child items will also be adjusted to zero
o If the parent value is re-adjusted back to a non-zero value – the above disaggregation rules apply instead of the original history of child item values.
o Resetting the value to the QU forecast will restore the original child values.

Reset to QU Forecast Value

To reset the value in the cell to the value originally forecasted by the QU algorithms.

1. Select the cell
2. Right-click
3. Select 'Reset cell to original QF'

The cell will be reset to the original value, and the red dot will disappear.