Apollo Planogram Analyzer Computer Based Training Summary

Additional documentation may be found in the form of a PDF file. This file is located in the C:\Program Files\Infores\Apollo90\Training Documents folder in the P&G version of the software. This document is named Apollo Training Doc 16 Accelerator and Analysis.pdf.

What is the Planogram Analyzer?

  • The Planogram Analyzer is an application that runs from within the Apollo application (version 9.1 or later)
  • The Analyzer allows you to open one or more planograms for analysis using any of the available data fields in a planogram. Files for analysis may be opened from any existing planogram file or from Apollo's Relational Database feature.
  • Analysis is performed using templates. You can easily create and save your own templates.
  • Templates consists of Levels for creating the analysis hierarchy (Manufacturer, Brand, Category), and Measures (Sales, Profit, Cases).
  • Once the Levels and Measures are in place, the structure of the analysis can easily be modified by performing some simple drag and drop operations with your mouse.

Launching the Planogram Analyzer

The Planogram Analyzer must be launched from within Apollo.

Steps to start the application:

  1. Open the Apollo application
  2. From Apollo's FILE menu, choose RELATIONAL DATABASE TOOLS > PLANOGRAM ANALYZER

The Planogram Analyzer opens, using the full screen.

Opening Templates and Sections

There are two steps that you will perform at the beginning of every analysis:

  1. Open a template
  2. Add a section (planogram) to the analysis
  • All work in the Planogram Analyzer is performed in a template.
  • The Planogram Analyzer comes with 4 templates. You can easily create your own customized templates.

There are two ways to open a template:

  • From the Analyzer FILE menu, choose OPEN TEMPLATE... . A dialog box opens.
  • From the CREATE NEW ANALYSIS option in the Dashboard, choose OPEN TEMPLATE... .A dialog box opens.
  • Choose the template that you wish to use and click on OPEN.

Once a template is open, you will add a section(s) to the analysis.

  • Sections can be added from a planogram file. The planogram can be from Apollo, Prospace or other shelf software applications
  • Sections can also be added from an Apollo Relational Database (this training will center on planogram files).

There are two ways to open a section:

  • From the Analyzer ANALYSIS menu, choose ADD SECTIONS > ADD SECTIONS FROM FILES...
  • From the EDIT ANALYSIS option in the Dashboard, choose ADD SECTIONS FROM FILES...
  • Choose the section(s) that you wish to use and click on OPEN.

Viewing and Navigation

There are various controls that allow you to view the parts of the screen and your analysis.
" + " and " - " buttons preceding an item allow you to expand and collapse items in a list. / /
Level headings have a dropdown list that allows you to determine what is dsplayed in a column/row with checks. Checks may be controled (turned on and off) individually or as a group with the controls at the bottom on the drop down list. /
Horizontal and vertical split bars allow you to divide a large analysis into smaller, scrollable areas.
The Dashboard at the left of the screen may be collapsed/expanded with the small controls shown at the right. / /

Adding/Deleting Measures

Measures are made up of the numeric data to be analyzed. Measures include section data such as price, movement, cost and many other numeric fields.

To add and/or delete measures:

  1. Either select ANALYSIS > ADD MEASURES... from the menus
    or
    Click on EDIT ANALYSIS > ADD MEASURES... in the Dashboard.
  2. Choose a measure from the list of available measures and add it to the list of selected measures.
  3. Choose unwanted measures in the list of selected measures and removed them.
  4. Arrange the measures in the list of selected measures using UP and/or DOWN buttons.
  5. Click on the OK button to complete your changes.

Measure Format

You can easily control some of the options that are used to display measures in your analysis.
Double clicking on a Measure's heading will display that measure's formatting options (shown here at the right).
Here you can change the Caption used to display the measure, the number of Decimal places used in its display and type Type of display used by the measure. /

Working with Levels and Measures

Levels are the field selections with which you organize the information in your analysis.
Information in an analysis can be organized up to seven Levels across three types: Columns, Rows and Filters.
A Level placed in the Filter area will be hidden in the analysis.
A Level placed in the Column area will display its data in column format.
A Level placed in the Row area will display its data in Row format. /
In combination, not more than seven Levels can be selected for all three types.
To add and/or delete Measures:
1. / Either select ANALYSIS > ADD MEASURES... from the menus
or
Click on EDIT ANALYSISADD MEASURES... in the Dashboard
2. / Choose a measure from the list of available Measures and add it to the list of SelectedMeasures
3. / Choose unwanted Measures in the list of selected Measures and remove them
4. / Arrange the Measures in the list of selected Measures using UP and/or DOWN buttons
5. / Click on the OK button to complete your changes.

Creating a New Template

You may create a new template for analysis that can be saved and used at a later time. This process requires that you open an existing template, modify it to your needs, then save it with a new name.

To create a new template:

  1. Open an existing template
  2. Add/Delete Levels and Measures as we have already discussed
  3. Save the template with a new name of your choosing

Highlighting

The Highlighting feature allows you to display measures that meet certain in various colors.

Steps to determine Highlighting:

  1. From the Dashboard, choose EDIT ANALYSIS > MORE OPTIONS > HIGHLIGHT
  2. Choose the Measure for the highlighting
  3. Set your criteria for highlighting
  4. Click on OK

Totaling

You can set some quick calculations to perform sums, averages and a few other mathematical calculations to summarize data. Totaling is set on a chosen measure, and is grouped by levels such as Manufacturer, Brand or other level.

Steps to determine Highlighting:

  1. Double click the Level to be used for grouping
  2. Set the type of totaling (Sum, Average, Count or other type)
  3. Enter a Label for the totals
  4. Determine Ranking, if desired
  5. Determine Sort Order, if desired
  6. Click on OK

Export to Excel

You may export an analysis to Excel. This procedure will allow you to perform more advanced calculations, charting and formatting than is available in the Planogram Analyzer.

Steps to Export to Excel:

  1. Create your analysis and make sure it is in the EXACT format that you wish to use in Excel
  2. From the FILE menu, choose EXPORT to EXCEL...
  3. Determine where you wish to save the exported file
  4. Name the file
  5. Click on SAVE

You may now open the file in Excel and use all of Excel's functionality.

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