Introduction to the Worksheet

This section describes the Worksheet user interface, how to open it, and how to customize the view.

You can visually compare the following types of information on the Worksheet, depending on the layout:

  • last year’s sales
  • this year’s sales
  • reference budget
  • a generated plan

You open the Worksheet in the following circumstances:

  • after generating a bottom-up projection
  • after generating a forecast
  • during the solicitation process

The smallest granularity of data in the generated plan is weekly values displayed at the leaf location, which can be either the store or the department, depending on the value of the EXCLUDE_SO_INTERNAL_TYPE_IDS registry parameter. See the Infor WFM Registry Parameter Reference Guide. For the Budget Creation module, the leaf location type is always the department.

Data is also aggregated to parent time periods, such as months, quarters, and years, and to parent locations, such as stores, districts, regions, and corporate.

The location hierarchy reflects where the stores are in the current hierarchy, and not where they were located historically in a given time period. This condition affects opening and closing stores, and changing the location in the hierarchy of existing stores. This change occurs because team and location hierarchies are not effective dated. No effective dates mean that a hierarchy cannot be limited to a specific time period. All time periods see the hierarchy as valid.