8. WORKSHEET FACILITY › 8.5 Product Operation › 8.5.1 Worksheet Facility › 8.5.1.1 Creating a Worksheet
8.5.1.1 Creating a Worksheet
/-------------------- Capacity Planner Worksheet Functions --------------------\
|Command ===> Scroll ===> CSR |
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| Commands: Apply, Catalog, Create, End, Enter, Help, Modify, Produce, Return, |
| Select |
| Command Num Short Function |
| Name Name Name |
|-------------------------------------------------------------------------------|
| _________ 1 WRK WORKSHEET |
| Create a new capacity planning worksheet |
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| _________ 2 ENT ENTER |
| Enter values from a worksheet into the apply data set |
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| _________ 3 APP APPLY |
| Apply entered values to capacity planning actuals |
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| _________ 4 MDW MODWORK |
| Modify an existing capacity planning worksheet |
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| _________ 5 PRW PROWORK |
| (Re)Produce an existing capacity planning worksheet |
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|****************************** BOTTOM OF DATA ********************************|
\------------------------------------------------------------------------------/
Figure 8-3. Worksheet Function Menu
The Capacity Planner Worksheet Function Menu, shown in Figure
8-3, is displayed the first time that you enter the Worksheet
Facility of the Capacity Planner or whenever you issue the
MENU Primary Command. This scrollable display allows you to
perform any of the functions described in Section 8.4. The
command list displayed is the same whether you use the
Primary Command Field (the top of the screen) or the Line
Command Fields (in front of each row of the scrollable
display).
A short description of each option available and the alias
follows. Commands available from the Primary Command Line
are shown in uppercase (for example, CREATE); Line Commands
are shown with an initial capital (for example, Insert):
o CREATE (1, WRK, WORKSHEET, Insert; or Select on line
1)--This command allows you to create a new Capacity
Planner Worksheet and takes to you the screen shown in
Figure 8-4. You may specify the name of the worksheet when
entering the CREATE command on the Primary Command Line
(for example, CREATE TEST01).
o ENTER (2, ENT, ENTER; or Select on line 2)--Once a
worksheet has been filled out, you need to enter the
information back into the Capacity Planner. After which,
you apply this data to the Capacity Planner database file.
See Section 8.5.1.4 for more information on ENTERing
worksheet values.
o APPLY (3, APP, APPLY; or Select on line 3)--After the
values have been ENTERed from a worksheet you need to APPLY
this information to the Capacity Planner database for
further analysis and for the creation of Worksheet Effect
Reports.
o MODIFY (4, MDW, MODIFY; or Select on line 4)--If you wish
to make changes to an existing worksheet, you can use this
command to modify an existing worksheet. For more
information on the MODIFY process, see Section 8.5.1.2.
o PRODUCE (5, PRO, PROWORK; or Select on line 5)--This option
takes you into worksheet production. Worksheet production
will execute a SAS job that will use the worksheet
definition you defined to PRODUCE the Worksheet Report (see
Section 8.3.1 for a description of the Worksheet Report).
For more information on worksheet production, see Section
8.5.1.3.
Besides the options listed previously there are several other
commands that you can use on this screen. They are:
o HELP--The HELP command will bring up the tutorial screens
that describe this screen. Help as a Line Command will
provide a Help screen describing the individual option.
o END--The END command returns you to the Capacity Planner
Main Menu.
o RETURN--The RETURN command also returns you to the
Capacity Planner Main Menu.
o CATALOG--If you have created at least one worksheet, this
command will display the Worksheet Catalog screen. For an
example of this screen, see Figure 8-9 in Section 8.5.1.2.
/------------------ Adding A New Capacity Planner Worksheet ------------------\
|Command ===> Scroll ===> CSR |
|Press END to continue. Enter CANCEL to return. |
| Worksheet Name ===> TEST01 |
| Title ===> Testing Worksheets |
| Author ===> ABC COMPANY |
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Figure 8-4. Creating A New Worksheet
If, on the previous screen, you chose option 1 (or one of its
aliases), you would see the screen in Figure 8-4. This is
where you specify the name of the worksheet, the title
displayed on the Worksheet Catalog Display, and the author's
name. Once you have filled out all the fields to your
satisfaction, enter END to continue with the Worksheet
Definition (see Figure 8-5). You can enter CANCEL to cancel
this worksheet definition.
/---------------------------- Worksheet Definition ---------------------------\
|Command ===> Scroll ===> PAGE |
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| Creating Worksheet Inquiry: TEST01 - Testing Worksheets |
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|Report Title ===> _______________________________________ |
|Selection criteria: |
| Input file ===> ____ (fff) - RESOURC ELEM FILE WITH CA |
| SYSID ===> ____ |
| HOUR ===> __ |
| Specify CAPAPU values ===> _ (Y/N) |
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|Number of previous weeks ===> ____ (1-9999) |
|Number of future weeks ===> ____ (1-9999) |
|Specify Extended Options ===> N (Y/N) |
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| Name Label Line One Label Line Two Output Format Include Forecast |
| -------- -------------- -------------- --------------- ---------------- |
| ________ ______________ ______________ _______________ NO |
| ________ ______________ ______________ _______________ NO |
| ________ ______________ ______________ _______________ ___ |
| ________ ______________ ______________ _______________ ___ |
| ________ ______________ ______________ _______________ ___ |
| ________ ______________ ______________ _______________ ___ |
\------------------------------------------------------------------------------/\
Figure 8-5. Worksheet Definition
This is the main definition screen for a worksheet. Here you
enter such items as the input file, selection criteria, the
amount of data to be displayed, the report title, any
extended options, and the data elements you would like to
appear on the Worksheet Report.
The following is a description of the parameters on this
screen and how they can be used to tailor the worksheet to
your requirements:
o Report Title--The title that will appear on the worksheet.
o Input File--Required. This is the Capacity Planner file to
be used as input to your worksheet. It can be any file type
in the CA MICS Capacity Planner. If you do not know the
name of the file you wish to use, enter a '?' mark in this
field to get a list of files to choose from.
o SYSID--Required if the input is not a business element
file. This is the SYSID that you would like on the
worksheet.
o Hour--The Zone, Hour or Dayname from the input file you
would like on the worksheet. This is a required field for
all input files except for a business element file, in
which case it is not used.
o Specify CAPAPU values--Put a Y in this field to specify
the CAPAPU value(s) to be included in the analysis. The
CAPAPU value is specified on the CAPAPU Selection Values
screen, shown in Figure 8-6, that appears if you enter a Y
in this field. You may specify it only if the Capacity
Planning database file is defined as containing
CAPAPU(s).
o Number of previous weeks--The number of days, weeks, or
months (depending on the specification of the input file)
of actuals data you would like on the Worksheet.
o Number of future weeks--The number of days, weeks, or
months (depending on the specification of the input file)
of user forecast fields you would like on the worksheet.
o Specify Extended Options--A Y in this field will take you
to the Extended Options Menu (see Figure 8-7 for an
example of this screen). The Extended Options allow you to
optionally add a list of instructions to the worksheet
and/or write your own SAS code to further subset the input
file.
The lower portion of the control screen contains a scrollable
data entry display in which you may specify the data elements
to be included in the worksheet. One line represents one line
on the report, blank lines will not appear on the report. The
following fields are available for each row in the display
area:
o Name--The name of the data element from the input file. You
may specify a question mark '?' in this field to get a
scrollable list of data elements on the file. You can then
select the data elements you wish to have on the worksheet.
o Label Line One--The first line of label information to
appear on the worksheet (see Section 8.3.1). This defaults
to the data element name. No double quotes (") or
semicolons (;) may appear in this field.
o Label Line Two--The second line of label information to
appear on the worksheet (see Section 8.3.1). This defaults
to blank. No double quotes (") or semicolons (;) may
appear in this field.
o Output Format--The output format that is used to print the
values for this data element on the worksheet. The report
field is 12 columns wide, so any value that you enter here
should specify a field width of 12, or the values will not
be right-justified. If you did specify a format value for
the data element when the file was created, this value is
supplied as the default. If you do not specify a value,
then the Worksheet Facility will default to a value of 12.
for numeric values, and TIME12.2 for time values.
Character values are not allowed.
o Include Forecast--If you have used the analytic facilities
of the Capacity Planner on this file (Univariate Modeling,
Multivariate Regression, and Business Element Forecasting)
and would like those forecasted values to appear on this
report, specify Yes to include them in the worksheet.
Otherwise use No, the default, to block these values from
the worksheet.
Once you have defined all of the fields to your satisfaction,
you can END from this screen and the Worksheet Definition
will be saved in your Worksheet Catalog. If you would like
to quit Worksheet Definition without actually creating a
worksheet, the CANCEL Primary Command will return you to
either the Worksheet Catalog or the Worksheet Function Menu.
There you may PRODUCE the newly created worksheet, CREATE a
new worksheet, or leave the Worksheet Facility.
If you specified Y on the Worksheet Definition screen
indicating that you want to specify CAPAPU values, the CAPAPU
Selection Value screen appears as shown in Figure 8-6. You
may specify it only if the Capacity Planning database file
is defined as containing the CAPAPU data element. This value
can be made up of the following when your input file contains
a CAPAPU:
* - Select all values of CAPAPU for this
ZONE/HOUR/DAYNAME. May be the only character
specified, but must be at the end of any other
values specified.
? - Select all characters that fall in this position
of the CAPAPU.
a - An explicit character other than ? and *.
/------------------------- CAPAPU Selection Values -------------------------\
|Command ===> |
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|Composing CA MICS Inquiry: ______ ________________________________ |
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| Rule ----+----1----+----2----+----3----+----4----+----5----+----6-- |
|CAPAPU ===> _______________________________________________________________|
|CAPAPU 2 ===> _______________________________________________________________|
|CAPAPU 3 ===> _______________________________________________________________|
|CAPAPU 4 ===> _______________________________________________________________|
|CAPAPU 5 ===> _______________________________________________________________|
|CAPAPU 6 ===> _______________________________________________________________|
|CAPAPU 7 ===> _______________________________________________________________|
|CAPAPU 8 ===> _______________________________________________________________|
|CAPAPU 9 ===> _______________________________________________________________|
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\------------------------------------------------------------------------------/\
Figure 8-6. CAPAPU Selection Values Screen
/------------------- CAP File Processing Extended Options Menu ---------------\
|Command ===> |
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|Worksheet Name: WORKSHEET CREATION |
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|Specify instructions for the worksheets. ===> N (Y/N/R) |
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|Specify file selection criteria. ===> N (Y/N/R) |
| (file subsetting exit) |
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\------------------------------------------------------------------------------/\
Figure 8-7. CAP File Processing Extended Options
Figure 8-7 shows the CAP File Processing Extended Options
Menu that is displayed if you specify a Y (YES) for the
Specify Extended Options parameter on the Worksheet
Definition screen shown in Figure 8-5.
The following options are available:
o Specify instructions for the worksheets--The specification
for placing instruction lines at the bottom of the
worksheet reports. See Figure 8-8 to see the screen that is
displayed. Specify 'Y' to place instructions on the
worksheet; specify 'R' to reset (clear) any instructions
that are already defined.
o Specify file selection criteria--The specification for
building a SAS Macro to subset the input Capacity Planner
file. See Figure 8-9 to see the screen that is displayed.
Specify a 'Y' to create/update the macro. Specify an 'R'
to reset (clear) any macro that may be there.
When you are finished with this screen, END to return to the
Worksheet Definition screen (see Figure 8-5).
/--------------------------- Worksheet Instructions --------------------------\
|Command ===> Scroll ===> CSR |
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|Specify instructions that will appear at the bottom of the worksheet page. |
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|Line Instructions |
| - --------------------------------------------------------------------------|
| 1 _________________________________________________________________________ |
| 2 _________________________________________________________________________ |
| 3 _________________________________________________________________________ |
| 4 _________________________________________________________________________ |
| 5 _________________________________________________________________________ |
| 6 _________________________________________________________________________ |
| 7 _________________________________________________________________________ |
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\------------------------------------------------------------------------------/\
Figure 8-8. Worksheet Instructions
Figure 8-8 shows the Worksheet Instructions screen. You can
specify up to seven lines of instructions for the worksheet.
To save your instructions without leaving this screen, enter
the SAVE command. To void any changes made to this screen,
enter the CANCEL command. To leave this screen and save any
changes you made, enter the END command.
/-------------------------- SAS System Statements ---------- COLUMNS 001 072--\
|Command ===> Scroll ===> PAGE |
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|SAS Statements for the SELECT Macro |
|************************************ TOP OF DATA ******************************|
|==MSG> SPECIFY SAS STATEMENTS TO SUBSET THE CAPACITY PLANNING DATA BASE FILE. |
|=NOTE= %MACRO SELECT; <=== PLEASE DO NOT PLACE LINES BEFORE THIS LINE. |
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|000003 |
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|000008 |
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|000012 |
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|000014 |
|=NOTE= %MEND SELECT; <=== PLEASE DO NOT PLACE LINES AFTER THIS LINE. |
|*********************************** BOTTOM OF DATA ****************************|
\------------------------------------------------------------------------------/\
Figure 8-9. Worksheet Subsetting SAS Statements
Figure 8-9 shows the SAS System Statements screen that you
use to code a SELECT macro that will be used to subset the
input Capacity Planner file. This is a PDF Edit screen, so
you can use any of the standard ISPF commands. To leave this
screen and save any changes you made, enter the END command.
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