Integrated Business Planning User Guide

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Introduction
Configuration
Common
Profiles
Configuring profiles
Applying profiles to a worksheet
Example of applying a profile to a worksheet
Using filters for profiles
Cycles overview
Macros overview
Cycle Period macro commands
AddCyclePeriodNote macro
Validation and execution
CopyScenario macro
CreateScenario macro
Validation and execution
Validation and error messages
RunCodelistInterfaceService macro at cycle period level
Validation and execution
Validation and error messages
RunCommand macro at Cycle period level
RunInterfaceService (Export) - Bucket at cycle period level
Validation and error messages
RunInterfaceService (Export) - Current Bucket at cycle period level
RunInterfaceService (Export) - Start Bucket at cycle period level
RunScenarioMacro at cycle period level
Validation and execution
Validation and error messages
RunSCV macro at cycle period level
Validation and execution
Validation and error messages
Scenario macro commands
AddScenarioNote macro
CalculatePeriodWeigting macro
CallForecastEngine macro
CallReplenishmentEngine macro
ClearMeasure macro
CopyCyclePeriodData macro
CopyCyclePeriodData parameters
Validation and execution
Validation and error messages
CopyMIEvent macro
Validation and execution
Validation and error messages
CopyLastPeriodMeasure macro
Validation and Execution for CopyLastPeriodMeasure
Validation and error messages
CopyScenarioData macro
Validation and Execution for CopyScenarioData
Validation and error messages
CopyScenarioNote macro
DeleteMIEvent macro
DeleteMIEvent parameters
Validation and execution
EmailWorksheet macro
Filter Parameter syntax
RunCommand macro at Cycle period level
RunInterfaceService (Import) at scenario level
RunInterfaceService (Export) - Bucket at scenario level
Validation and error messages
RunInterfaceService (Export) - Current Bucket at scenario level
RunInterfaceService (Export) - Start Bucket at scenario level
RunSCV macro at scenario level
Validation and execution
Validation and error messages
SetAppVaribale macro at scenario level
Supersession macro commands
System macro commands
AbortCyclePeriod macro
Validation and execution
Validation and error messages
ArchiveCyclePeriod macro
Validation and execution
Validation and error messages
CompleteCyclePeriod macro
Validation and execution
Validation and error messages
CreateCyclePeriod macro
Validation and execution
Validation and error messages
DeleteScenarios macro
Validation and execution
Validation and error messages
EditShareScenarios macro
Validation and execution
Validation and error messages
ExportToDataLake macro
Validation and execution
Validation and error messages
PauseCyclePeriod macro
Validation and execution
Validation and error messages
PublishMetadataToION macro
Validation and execution
Validation and error messages
RestoreCyclePeriod macro
Validation and execution
Validation and error messages
ResumeCyclePeriod macro
Validation and execution
Validation and error messages
RunCodelistInterfaceService macro at system level
Validation and execution
Validation and error messages
RunCyclePeriodMacro macro
Validation and execution
Validation and error messages
RunScenarioMacro at system level
Validation and execution
Validation and error messages
RunSCV macro at system level
Validation and execution
Validation and error messages
RunSCVInterfaceService (Import) at system level
Validation and execution
Validation and error messages
RunSCVInterfaceService (Export) at system level
Validation and execution
Validation and error messages
RunSystemMacro macro
Validation and execution
Validation and error messages
SaveDiscardScenarios macro
Validation and execution
Validation and error messages
StartCyclePeriod macro
Validation and execution
Validation and error messages
Executing system level macros
Scenario processes overview
Job scheduler overview
Defining a schedule for a job
Syntax for the schedule expression
Events
Creating event generators
Creating event notifications
Editing searches
SCV
Creating SCV datasheets
Managing SCV datasheets
Viewing SCV datasheets
Editing SCV Planning Configuration datasheets
Editing SCV Core Table extension datasheets
Process
Audit Log
Searching the audit log
Cycle periods overview
Creating cycle periods
Cycle period status
Cycle Periods
Create new cycle period
Abort Cycle Period
Cycle Period Process Calendar
Execute Macro
Edit Previous Cycle Period
New Note
Searching for notes
Scenario Details
Scenario History
Setup Checker
My Jobs
My Events
Configuration data versioning
Cycle period scenarios overview
Adding scenarios to a cycle period
Organizing notes for a Playbook
Editing cycle period scenarios
Editing scenario access
Importing scenario data to log and view errors
Displaying scenario history
My Events
Displaying events
My Jobs
Canceling jobs
My Scheduled Jobs
Cycle or Cycle Module tab options
Setting the Home page
Setting Data Context for worksheet
Creating Profile from a Worksheet
Saving Selection for a Data Context in a Worksheet
Viewing worksheets
Viewing worksheets via Mobile
Using embedded worksheets
Accessing Debug information from OLAP
Edit scenario values in a worksheet
Use special characters to edit the values in an embedded worksheet
Options to edit scenario values in a pivot table
Use type-ahead for data context selectors
Slicers area in an embedded worksheet
Select elements in an embedded worksheet
View Column, Line, Area, or Bar charts in an embedded worksheet
View Pie, Donut, or Funnel charts in an embedded worksheet
View Heat Map charts in an embedded worksheet
View Co-ordinate Maps in an embedded worksheet
Viewing Co-ordinate Maps with Pie charts
Viewing multi-panel worksheet
View Process Overview worksheets
Viewing an embedded Gauge chart
Viewing an embedded Gauge chart with the Trend data
Viewing Notes in an embedded worksheet
Adding transactional data from a worksheet
Adding Transactional Data of type Sum
Adding Transactional Data of type Transfer
Adding Replenishment Engine orders – Production
Adding Replenishment Engine orders – Purchase
Adding Replenishment Engine orders – Transfer
Committing Orders
Validation of Commit Orders
Order Viewer
Edit Order Viewer
My Selections overview
Creating My Selections
Filtered Selection
Manual Selection
Limitations for My Selections
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