The Tree view consists of a tree, allowing you go to through imported data hierarchy, and options that are designed to rebuild the tree according to the chosen viewing option (see figure below).

Depending on the imported and configured data, the Tree View shows imported items, locations, channels, and item/location categories. It is used to:

• View your planning items via item, location, and a channel view.
• Identify nodes with particular forecasting/inventory settings using a special icon-coding (see figure above).
• Identify nodes which you have made manual overrides to. Streamline shows them in blue (see figure above). This helps you to spot overridden nodes in the tree.

Information on the selected node immediately appears in the Table, Plot and the Panel.

The Collapse and Expand links, residing above the tree, are used to fold and unfold currently selected node.

Depending on the available data, the set of tree options differs.

• If item/location categories were imported, the Hide categories option is available.
• If locations or channels were imported, there will be two viewing options - By item and By location/By channel.
• If additionally to locations you import channels, Streamline enables you to view your data using six different options.

Here is a list of the available options if locations/channels were imported:

• By item. All the information (forecasts, historical data, inventory) is, first, aggregated by location and location categories, and then, by items. The tree shows items and their categories on top of locations (see figure below).

• By location. The information is, first, aggregated by item and item categories, and then, by locations. So, the tree shows locations on top of the items (see figure below).

• By channel. The information is, first, aggregated by item and item categories, and then, by channel. The tree shows channels on top of items (see figure below).

Here is a list of the available options if locations and channels were imported:

• Item — Location — Channel option aggregates your data first by channel, then by location, and then, by item (see figure below).

• Item — Channel — Location option aggregates your data by location, channel, and then, by item.
• Location — Item — Channel option groups your data by channel, item, and then, by location.
• Location — Channel — Item option aggregates the data by item, channel, and then, by location.
• Channel — Item — Location option groups your data by location, item, and then, by channel.
• Channel — Location — Item option aggregates the data by item, location, and then, by channel.

Additional options:

• ABC analysis option runs the ABC analysis and categorizes items into three categories: A, B, and C. These categories make up an additional hierarchy to the previous tree and appear on the top of it.

• Hide categories option hides item or locations categories in the tree. This is handy, for example, when you need to see the SKUs under the ABC classification directly.

The Tree view is tightly linked to the Forecasting tab settings. Each option of the tab (except default option) has its own icon that is immediately prefixed to the currently selected tree node. The description of this notation is the following:

• The forecast is approved.
• The forecast needs attention and to be reviewed in a future.
• A note is added to the node.
• The bottom-up forecasting approach is used.
• The top-down forecasting approach is used.
• The top-down for child nodes forecasting approach is used.
• A manually selected (or adjusted) forecasting model is used.
• Zeros in the sales history represent the lost sales.
• A model multiplier is used.
• A custom sales history length is used to generate forecasts.
• A holidays calendar is used to capture the holidays in the item’s sales history.
• A custom seasonality weighting is used.

Each of the icons has its gray variant meaning that the node inherits the option from its parent.

The context menu of the Tree view holds the most common operations used to manipulate tree nodes. It is accessible with the right mouse button. The commands in the menu are applied to the currently selected node in the Tree view.

• Expand is used to show all sub-levels of the currently selected node.

• Collapse is used to hide all sub-levels of the currently selected node.

• Copy item to clipboard sends the item code to the clipboard.

• Approve/Unapprove toggles the approval status of the selected node and all its descendants.

• Mark as needing attention is used to indicate that the item needs to be reviewed at a later time.

• Remove from import bans the selected item code from import.

• Substitute command merges sales histories of the selected item code with the provided in the appearing window. If you merge current item code with non-existent code this will rename current item code.

• Add note creates an annotation for the currently selected tree node.

• Save table as XLSX. The Current item command exports the Demand forecasting table of the selected item to Excel. The All child nodes command merges the tables of all the child nodes of the selected item and exports the result in a single Excel spreadsheet.

Next: Table

Download PDF