Authoring Resources 1 PDF

RapidResponse AUTHORING RESOURCES 1 All Specifications, claims, features, representations, and/or comparisons provided are correct to the best of our knowledge as of the date of publication, but are subject to change without notice. While we will always strive to ensure our documentation is accura...

RapidResponse AUTHORING RESOURCES 1 All Specifications, claims, features, representations, and/or comparisons provided are correct to the best of our knowledge as of the date of publication, but are subject to change without notice. While we will always strive to ensure our documentation is accurate and complete, this document may also contain errors and omissions of which we are not aware. THIS INFORMATION IS PROVIDED BY KINAXIS ON AN “AS IS” BASIS, WITHOUT ANY OTHER WARRANTIES OR CONDITIONS, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABLE QUALITY, SATISFACTORY QUALITY, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE, OR THOSE ARISING BY LAW, STATUTE, USAGE OF TRADE, COURSE OF DEALING OR OTHERWISE. YOU ASSUME THE ENTIRE RISK AS TO THE RESULTS OF THE INFORMATION PROVIDED. WE SHALL HAVE NO LIABILITY TO YOU OR ANY OTHER PERSON OR ENTITY FOR ANY INDIRECT, INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES WHATSOEVER, INCLUDING, BUT NOT LIMITED TO, LOSS OF REVENUE OR PROFIT, LOST OR DAMAGED DATA OR OTHER COMMERCIAL OR ECONOMIC LOSS, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, OR THEY ARE FORESEEABLE. WE ARE ALSO NOT RESPONSIBLE FOR CLAIMS BY A THIRD PARTY. OUR MAXIMUM AGGREGATE LIABILITY TO YOU AND THAT OF OUR DEALERS AND SUPPLIERS SHALL NOT EXCEED THE COSTS PAID BY YOU TO PURCHASE THIS DOCUMENT. SOME STATES/COUNTRIES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU. All product, font and company names are trademarks or registered trademarks of their respective owners. Copyright © 2016 - 2019 Kinaxis Inc. All rights reserved. This document may not be reproduced or transmitted in any form (whether now known or hereinafter discovered or developed), in whole or in part, without the express prior written consent of Kinaxis. Kinaxis RapidResponse contains technology which is protected under US Patents #7,610,212, #7,698,348, #7,945,466, #8,015,044, #9,292,573, #9,710,501, and #10,467,337 by the United States Patent and Trademark Office. It is also protected under the Japan Patent Office, Japanese patent #4393993 and the Intellectual Property India Office, patents #255768 and #279101. Other patents are pending. This document may include examples of fictitious companies, products, Web addresses, email addresses, and people. No association with any real company, product, Web address, email address, and person is intended or should be inferred. Authoring Resources 1 KKS00839-20162-3 Date of Publication: Friday, October 25, 2019 This training content was developed for RapidResponse Version 2016.2. Printed in Canada. Web site: https://www.kinaxis.com Contact: [email protected] About Kinaxis Kinaxis is a leading provider of cloud-based subscription software that enables our customers to improve and accelerate analysis and decision-making across their supply chain operations. The supply chain planning and analytics capabilities of our product, RapidResponse, create the foundation for managing multiple, interconnected supply chain management processes. By using the single RapidResponse product instead of combining individual disparate software solutions, our customers gain visibility across their supply chains, can respond quickly to changing conditions, and realize significant operating efficiencies. Leaders across multiple industry verticals, including Aerospace & Defense, Automotive, High Tech, Industrial, and Life Sciences, rely on RapidResponse for concurrent planning, continuous performance monitoring, and coordinated responses to plan variances across multiple areas of the business. RapidResponse’s configurable service solutions encompass a full spectrum of supply chain related business processes, including such functions as: S&OP, supply planning, capacity planning, demand planning, inventory management, MPS, and order fulfillment. As a result, Kinaxis customers have replaced disparate planning and performance management tools and are realizing significant operations performance breakthroughs in planning cycles, supply chain response times, and decision accuracy. From a single product, customers are able to easily model varying supply chain conditions to make both long-term and real-time demand and supply balancing decisions quickly, collaboratively, and in line with the shared business objectives of multiple stakeholders. For more information, visit http://www.kinaxis.com or the Kinaxis Knowledge Network at http://knowledge.kinaxis.com. © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 3 Contents About Kinaxis 3 PREFACE 19 Overview 21 Prerequisites 22 The user role 23 Exercise resources 24 Course business story 26 LESSON 1: AUTHORING IN RAPIDRESPONSE 27 Lesson overview 28 Business story 29 Developing resources 30 Version control 32 Exercise 1.1: Explore resource authoring 33 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 5 Design mode 36 Exercise 1.2: Edit workbooks 37 Comparing resource changes 40 Exercise 1.3: Edit worksheets 46 Editing resources 49 Creating public resources 52 Version comments 54 Version numbering 55 Exercise 1.4: Work with the versioned repository 56 Exercise 1.5: Compare workbook changes 59 Sharing resources 62 Exercise 1.6: Share a resource 66 Create a new resource 69 Copying resources 70 Copying worksheets 71 Exercise 1.7: Copy a resource 72 Adding help 75 Author notes 77 Exercise 1.8: Add guidance to a resource 78 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 6  Import and export resources 81 Exercise 1.9: Import a workbook 83 Searching for resources 85 Exercise 1.10: Search for a workbook 87 Review for understanding 89 LESSON 2: DATA IN RAPIDRESPONSE 91 Lesson overview 92 Business story 93 RapidResponse and data 94 RapidResponse tables 95 About your data 96 How data is organized in RapidResponse 97 Input tables 98 Control tables 99 Data Model posters 100 Data Model for Import poster 101 Exercise 2.1: Locate input data 102 Part table 105 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 7  References between tables 106 Using reference fields 107 Exercise 2.2: Explore table references 109 Reference and set fields 112 Exercise 2.3: Explore the Part table 115 Exercise 2.4: Explore linked tables 118 IndependentDemand table 121 ScheduledReceipt table 123 Calendars 124 Exercise 2.5: Explore RapidResponse calendars 127 Namespaces 130 Exercise 2.6: Identify RapidResponse namespaces 131 Custom data model 134 Review for understanding 135 LESSON 3: CALCULATED DATA 137 Lesson overview 138 Business story 139 Calculated data 140 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 8  Calculated data in input tables 141 Calculated tables 142 Field types 143 Exercise 3.1: Locate calculated data 145 Analytics 148 PlannedOrder table 149 Exercise 3.2: Explore calculated data 151 Consolidation tables 154 Activity and CTPActivity tables 155 System tables 156 Currency table 157 Exercise 3.3: Explore currency conversions 159 Review for understanding 161 LESSON 4: CREATING WORKBOOKS AND WORKSHEETS 163 Lesson overview 164 Business story 165 Workbooks and worksheets 166 Creating workbooks 167 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 9  Exercise 4.1: Create a workbook 168 Creating worksheets 170 Determining which table to use 171 Worksheet columns 173 Exercise 4.2: Create a worksheet 175 Formatting column data 178 Column formatting: Headers 179 Exercise 4.3: Format worksheet columns 182 Data types 184 Exercise 4.4: Identify field and data types 186 Scenarios in RapidResponse 189 Displaying data in multiple scenarios 191 Exercise 4.5: Add a multi-scenario column 193 Tab groups 196 Exercise 4.6: Format a workbook 197 Review your worksheets 199 Review for understanding 200 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 10 LESSON 5: QUERY EXPRESSIONS 203 Lesson overview 204 Business story 205 Query expressions 206 Creating query expressions 207 Exercise 5.1: Explore expressions 209 Basic syntax for column expressions 212 Exercise 5.2: Create basic query expressions 216 Using Expression Builder 219 Functions and operators 220 Exercise 5.3: Use Expression Builder 223 Date calculations 226 Date constants 228 Exercise 5.4: Create a date expression 231 Adding wildcards to expressions 234 Reusing column data 238 Exercise 5.5: Reuse a column expression 239 Creating conditional expressions 242 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 11  Exercise 5.6: Create a conditional expression 243 Review for understanding 246 LESSON 6: FILTERING DATA 249 Lesson overview 250 Business story 251 Filtering RapidResponse data 252 Filters 253 Basic syntax for logical expressions 254 Expression based filters 255 Filter compatibility 256 Exercise 6.1: Create an expression-based filter 259 Site filters 262 Exercise 6.2: Create a site filter 264 Hierarchies 267 Adding hierarchy columns 269 Exercise 6.3: Add hierarchy columns to a worksheet 270 Workbook filters 274 Filtering logic 276 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 12  Item filter control 277 Embedded worksheet filters 278 Exercise 6.4: Create a worksheet filter 279 Conditional formatting 282 Exercise 6.5: Add conditional formatting to a worksheet 284 Sorting column data 287 Exercise 6.6: Sort column data 288 Review for understanding 291 LESSON 7: SUMMARIZING DATA: SUBTOTALS 293 Lesson overview 294 Business story 295 Summarizing data in worksheets 296 Summary rows 298 Summarization functions 300 Exercise 7.1: Add a summary row 301 Grand totals 305 Exercise 7.2: Add a grand total row 306 Review for understanding 309 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 13 LESSON 8: SUMMARIZING DATA: GROUPING 311 Lesson overview 312 Business story 313 Grouping data 314 Exercise 8.1: Group data for easier comparisons 316 Organizing data into buckets 319 Exercise 8.2: Group data into time buckets 323 Displaying data in a crosstab view 326 Hiding worksheet columns 331 Exercise 8.3: Create a crosstab view of data 332 Review for understanding 335 LESSON 9: CREATING CHARTS 337 Lesson overview 338 Business story 339 Charts in RapidResponse 340 Displaying data as a chart 341 Chart types 343 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 14  Selecting a chart type 344 Exercise 9.1: Add a chart to a worksheet 346 Combination charts 349 Default worksheet view 352 Exercise 9.2: Display multi-scenario data in a chart 354 Chart formatting 357 Exercise 9.3: Format chart properties 359 Review for understanding 362 LESSON 10: CREATING FORMS 363 Lesson overview 364 Business story 365 About forms 366 Authoring permissions 368 Forms and scripts 369 Creating Forms 370 The form authoring interface 371 Building forms 372 Form controls 373 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 15 Placing controls on a form 374 Exercise 10.1: Build a form 376 Input controls 379 Standard control properties 380 Help for forms 382 Exercise 10.2: Add and edit controls on a forms 383 List controls 387 Exercise 10.3: Define List controls on a form 389 Filtering list controls 393 Exercise 10.4: Filter a Data List control 395 Manage how controls display on a form 398 Exercise 10.5: Test dynamic controls 399 Enable and disable controls 401 Hide or show controls 402 Creating conditional controls 403 Condition indicators 405 Exercise 10.6: Explore and create dynamic controls 406 Review for understanding 408 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 16 TEST YOUR KNOWLEDGE 409 Questions 410 Answers 421 AUTHORING RESOURCES 1 WORKSHOP 426 APPENDIX A: JOB AIDS 453 APPENDIX B: LEARNING MORE ABOUT RAPIDRESPONSE 467 GLOSSARY 469 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 17 © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 18 Preface This course contains topics and exercises to help you learn how to complete the following tasks in RapidResponse: Use common authoring operations on resources, including version control to manage resources. Navigate and use the RapidResponse data model to locate input and calculated data. Create, edit, and share basic workbooks and worksheets. Construct expressions in the RapidResponse query syntax. Create different types of filters to apply to worksheet data. © 2016 - 2019 Kinaxis. All rights reserved. 19 Not for copy or distribution. Course objectives (continued) Summarize and group worksheet data. Create basic chart visualizations of worksheet data. Build a customized form that responds to user interactions. © 2016 - 2019 Kinaxis. All rights reserved. 20 Not for copy or distribution. Overview This course provides instruction and information about creating some of the resources available in RapidResponse. You learn to create reports that display data in a custom view from your RapidResponse database. Your company might create RapidResponse resources: With individual authors responsible for creating and editing resources for themselves and their departments. With groups of authors responsible for creating and editing resources for multiple departments in your company. Typically, a group of authors follow a specified change management process. © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 21 Prerequisites It is expected that people taking this course have already: Viewed the Introduction to RapidResponse videos. Completed the RapidResponse Contributor training courses. To learn more about the training paths offered for RapidResponse authoring, visit https://www.kinaxis.com/en/knowledge-services/training- paths. © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 22 The user role A RapidResponse user who will learn basic authoring skills to create and edit the following types of resources: Basic workbooks and worksheets Expression-based filters Site filters Forms © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 23 Exercise resources You can find resources specific to each exercise in the Explorer pane. The resource includes all steps completed for that exercise. An exercise resource is identified by its exercise number, and any gaps in the numbering represent exercises where no resource is created or edited. Exercise resources allow you to see how a resource is correctly configured up until that point in a lesson, and they provide a starting point for you to continue from different points in a lesson if you have been interrupted in a lesson. © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 24 Use an exercise copy 1. Create a copy of an exercise resource and rename it the resource name required in the lesson. 2. Append your initials to the resource to prevent a conflict with any copies of the resource created in earlier exercises. NOTE: There are no exercise resources for Lesson 2 because no resources were created or edited in that lesson. NOTE: A new resource is created in exercise 6.2. However, because site filters cannot be exported or imported into RapidResponse, there is no exercise resource for it. © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 25 Course business story You are a member of the materials planners group at your company, a medium-sized manufacturer that assembles and distributes bicycles globally. An experienced RapidResponse user, you have been asked to become a resource author, creating custom resources and modifying existing resources to meet your company’s evolving needs. © 2016 - 2019 Kinaxis. All rights reserved. Not for copy or distribution. 26 Lesson Authoring in RapidResponse By the end of this lesson, you will be able to: Identify and perform common operations on resources. Demonstrate how to work with versioned resources. 1 Describe the different types of help you can add to workbooks. © 2016 - 2019 Kinaxis. All rights reserved. 27 Not for copy or distribution. Lesson overview In this lesson, you learn about the basics of authoring resources in RapidResponse. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 28 Not for copy or distribution. Business story As a new author in RapidResponse, you need to familiarize yourself with the authoring framework in RapidResponse and some of the general operations you can perform. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 29 Not for copy or distribution. Developing resources Resources in RapidResponse are used to solve your company's business challenges. As a RapidResponse author, you can edit resources and create new resources to meet your company's evolving needs. Each type of resource in RapidResponse has its own independent permissions to create and share a resource. RapidResponse administrators assign those permissions. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 30 Not for copy or distribution. RapidResponse resources You might have authoring permission to create and edit any of the following types of resources: Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 31 Not for copy or distribution. Version control Version control is a resource management system that tracks and manages changes made to resources. When version control is turned on in your system, resources can exist in one of two states: Private Resources you own that only you can view or edit. Not stored in the versioned repository. Public Resources you own or that have been shared with you. Stored in the versioned repository and changes to the resource are tracked. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 32 Not for copy or distribution.  Exercise 1.1: Explore resource authoring Before you begin to author resources in RapidResponse, you identify which resources you have permission to create and edit. 1. Sign into RapidResponse with the following credentials: User ID: author101 Password: a 2. Click File and then click New. Using the resource list in the Developing Resources topic, how many different resources can you create? 3. Click the Explorer pane and focus on Workbooks. 4. Select the Supply Demand workbook, right-click and click Properties. Who owns the Supply Demand workbook? 5. Click Cancel. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 33 Not for copy or distribution.  6. Repeat steps 4 and 5 with the Supply Analysis B and Demand Order Analysis - Partial Orders workbooks. Who owns each of those workbooks? 7. Select the Supply Demand workbook, right-click and then click Edit. 8. Return to the Explorer and select the Supply Analysis B workbook. 9. Right-click and then click Check Out and Edit. 10. Return to the Explorer and select the Demand Order Analysis - Partial Orders workbook. 11. Right-click and then click Check Out and Edit. Which workbooks can you edit? Why? 12. Close the Supply Analysis B and Supply Demand workbooks. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 34 Not for copy or distribution.  Answers 2. 4 different types of resources (Filter, Form, Site Filter, and Workbook). Alerts, Collaborations, Scenarios, and Short Cuts are not considered resources. 4. Resource Author 1 6. Supply Analysis B - Resource Author 1, Demand Order Analysis - Partial Orders - Master Administrator 11. The Supply Demand and Supply Analysis B workbooks. Supply Demand is a private workbook you own and Supply Analysis B is a public workbook you own. You cannot edit Demand Order Analysis - Partial Orders because you do not own it. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 35 Not for copy or distribution. Design mode Design Mode is a function that enables you to edit workbooks. NOTE: Data cannot be edited in workbooks that have Design Mode active. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 36 Not for copy or distribution.  Exercise 1.2: Edit workbooks To familiarize yourself with the workbook and worksheet authoring interfaces, you open and explore the Supply Demand workbook. 1. From the Explorer pane, open the Supply Demand workbook. 2. If all the data settings are not set for the workbook, specify the following settings: Scenario: Approved Actions Filter: Make Parts Site: All Sites 3. In the All Demands worksheet, resize columns so that the column headers and column data are visible. 4. On the RapidResponse toolbar, click Design Mode. 5. When prompted to transfer the Column widths to the workbook definition, click OK. 6. On the RapidResponse toolbar, click Workbook Properties and then click Workbook Properties in the list. 7. On the General tab, select the Show workbook help and Require user to select data settings check boxes. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 37 Not for copy or distribution.  8. Click OK. 9. On the RapidResponse toolbar, click Design Mode. 10. Click Yes to save your changes. How has the workbook changed? 11. Close and reopen Supply Demand workbook. What must a user now do when they open the workbook? 12. Click Cancel. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 38 Not for copy or distribution.  Answers 10. The workbook help pane now displays. 11. Users must specify the data settings before the workbook opens. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 39 Not for copy or distribution. Comparing resource changes Each time you save a resource in RapidResponse, a new version of the resource is created. You can compare differences between resources. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 40 Not for copy or distribution. When you compare two resources, indicators are provided to help you identify the differences. Specifically, properties that have been changed, inserted, or deleted are highlighted. Understanding the differences can help you understand the structure and development of the resource and explore changes that affect the view of the data. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 41 Not for copy or distribution. You can compare: Two different resources of the same resource type. For example, two different workbooks. Private and shared resources of the same resource type. Unsaved changes in a resource. For example, check the changes in a private worksheet as you develop it. Two versions of a resource. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 42 Not for copy or distribution. Practice: Compare resources 1. In the Explorer pane, select the Supply Demand workbook. 2. Right-click and select Compare. 3. In the Baseline (left side) list, select the Training - Supply and Demand workbook and click OK. 4. What do the properties highlighted in purple represent? 5. Click the navigation arrow Go to the next change. 6. Click and drag the scroll bar in the Training - Supply and Demand window to the end of the Property list. 7. What do the properties highlighted in orange represent? 8. Click on any green section in the indicator bar on the Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 43 Not for copy or distribution.  right side of the dialog box. 9. Click Close. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 44 Not for copy or distribution. Answer 4. Properties that have been changed in the workbooks. 7. Properties that have been deleted in Training - Supply and Demand workbook. They display in it, but they have been removed in the Supply Demand workbook. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 45 Not for copy or distribution.  Exercise 1.3: Edit worksheets Now that you have some familiarity with authoring workbooks and worksheets, you test your new skills on the Supply Demand workbook. You want to prevent users from sorting data in the All Demands worksheet. 1. Open the Supply Demand workbook with the data settings: Worksheet: All Demands Scenario: Baseline Filter: Make Parts Site: HQ 2. On the RapidResponse toolbar, click Workbook Properties and then click Worksheet Properties in the list. 3. On the General tab, in the Display area, clear the Allow sorting check box. 4. Click OK twice to view the worksheet. 5. On the RapidResponse toolbar, click Compare. What are you comparing? 6. Click Close. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 46 Not for copy or distribution. 7. On the RapidResponse toolbar, click Save Workbook. 8. Then click Design Mode to stop editing the workbook. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 47 Not for copy or distribution.  Answers 5. Unsaved changes in the Supply Demand workbook. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 48 Not for copy or distribution. Editing resources In systems with version control turned on, you can only edit private resources and public resource you own. To edit a private resource—Open it's properties. To edit a public resource—Check it out of the versioned repository, make your changes, then check it back in. NOTE: To share a private resource, you must first make it a public resource by adding it to the versioned repository. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 49 Not for copy or distribution. Editing public resources When a resource is checked out, a private copy of the resource is created and the public copy is locked from editing by administrators. NOTE: Administrators are the only users who can edit public resources they do not own. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 50 Not for copy or distribution. Discard a check out You can cancel a resource check out by discarding the check out. A new version of the resource is not created and changes are not saved in the public copy of the resource. If you choose to keep the private version of the resource, the changes are saved, however the private resource can no longer be checked back in to the public copy. When you discard a check out, you have the option of keeping or deleting the private copy of the resource that was created in the check out. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 51 Not for copy or distribution. Creating public resources To track changes to a resource and share it with administrators and other users, you must make it a public resource by adding it to the versioned repository. You can only add private resources you own. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 52 Not for copy or distribution. Each time you save a public resource, the changes made to it are logged and tracked in its version history. NOTE 1: You cannot add a resource to the repository if it has the same name as an existing public resource. NOTE 2: In a RapidResponse system with version control turned off, resources are stored in the RapidResponse database. Private resources are shared with users without having to be added to a repository. What should you do if you have a new private resource with the same name as an existing public resource? Answer Rename the private resource. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 53 Not for copy or distribution. Version comments As you are developing a resource, you can add and maintain a record of the changes you are making. A history of those comments is maintained in the version history for the resource. Comments can be added when you save your changes or edit the version history. For example, you might include comments that describe resource changes or upgrades. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 54 Not for copy or distribution. Version numbering Each time a resource is stored in the versioned repository it requires a number to identify the new version. By default, a new version number style is specified based on the last version of the resource or a default set for new resources. You can choose any of the following version number formats: Numerical X.Y Numerical X.Y Alphanumeric format format format you specify Increases in Increases in increments of Y increments of X Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 55 Not for copy or distribution.  Exercise 1.4: Work with the versioned repository Now that the Supply Demand workbook is ready, the Buyers group needs to access it. Your first step is to add the resource to the versioned repository. After adding the workbook to the repository, you realize that you left a test worksheet, the BOM worksheet, in the workbook. It is not needed so you delete the worksheet. 1. In the Supply Demand workbook, on the RapidResponse toolbar, click Versioning. 2. Click Add to Versioned Repository. 3. For the Check in comment, type "New resource for supply demand data". 4. Select Major for the New version number and then click OK. 5. Open the Supply Demand workbook with the data settings: Worksheet: All Demands Scenario: Baseline Filter: Make Parts Site: HQ Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 56 Not for copy or distribution.  6. Click Design Mode. What happens? 7. Click Yes. 8. Open the Workbook Properties and on the Worksheets tab, select Bills of Material and then click Delete. 9. Click OK and then exit Design Mode. 10. In the Save Workbook dialog box, select the Add a comment check box and click Yes. 11. Type "Deleted BOM worksheet. Not needed." for the comment and click OK. 12. Open the Explorer pane. Why are there two copies of the Supply Demand workbook? Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 57 Not for copy or distribution.  Answers 6. You are prompted to check out the workbook to edit it. 12. One copy is the private copy of the workbook you can edit. The other copy is the public workbook that is checked out for editing. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 58 Not for copy or distribution.  Exercise 1.5: Compare workbook changes Before you share the workbook with the Buyers group, you want to compare the differences between the public and private versions of the resource. 1. In the Explorer pane, hover over the public copy of the Supply Demand workbook. What information displays? 2. Select the private copy of the Supply Demand workbook. 3. Right-click and select Check In. What displays in the Comment for selected resource box? 4. Type "Cleaning up workbook" for the Check in comment and select Minor for the New version number. 5. Click OK. 6. In the Explorer pane, select the Supply Demand workbook and right-click. 7. Select Version History. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 59 Not for copy or distribution.  8. Select Version 1.1 of the workbook and click Compare. What is the Baseline that version 1.1 is going to compared against? 9. Click OK and scroll through the changes. What change has been identified between the two versions? 10. Click Close twice. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 60 Not for copy or distribution.  Answers 1. The resource name, who has it checked out, and when it was checked out. 3. The comment you added when you last saved the workbook ("Deleted BOM worksheet."). 8. Version 1.0. 9. The Bills of Material worksheet has been deleted in version 1.1. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 61 Not for copy or distribution. Sharing resources You might also have permission to share resources. Sharing is a separate permission from authoring and you can only share public resources you own. When you share a resource with other users, you can choose the type of access they have to the resource: Open—Users can open and view the resource, copy the resource, view its properties and its version history Author—Users can do all the actions they have with the Open permission; in addition they can check out and edit resources that have no dependencies. Manage—Users can do all the actions they have with the Open and Author permissions; in addition they can check out and edit resources with dependencies that they have manage permission for. When a user or group no longer needs a resource, you can remove their access to it. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 62 Not for copy or distribution. NOTE: A public resource is automatically shared with administrators when the resource is added to the versioned repository. NOTE: In RapidResponse systems with version control turned off, private resources are directly shared with other users. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 63 Not for copy or distribution.  Which statements are True (T) and which are False (F)? 1. Public resources are automatically shared with others in your user T F group. 2. Each resource in RapidResponse has separate create and share T F permissions. 3. You can only share public resources that you own. T F Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 64 Not for copy or distribution. Answers 1. F 2. T 3. T Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 65 Not for copy or distribution.  Exercise 1.6: Share a resource After having added the Supply Demand workbook to the versioned repository, removing the BOM worksheet, and checking your changes, you share it with the Buyers group. 1. In the Explorer pane, select the Supply Demand workbook, right-click and select Share. Who currently has access to this workbook? 2. Click Select Names. 3. Click the Groups tab and select the Buyers group. 4. Click Members. Why might you check the members of a group before sharing a resource with the group? 5. Click Close. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 66 Not for copy or distribution. 6. With Buyers still selected on the Groups tab, click Open and then click OK. Who currently has access to this workbook? 7. Click OK. NOTE: If the Share option is grayed out, check that the workbook is not open. It must be closed for you to share it. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 67 Not for copy or distribution.  Answers 1. No one. 4. To confirm that all group members are cleared to have access to the resource. 6. The Buyers group. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 68 Not for copy or distribution. Create a new resource You can create a new resource by: Generating a new resource. Copying an existing resource. Saving a resource under a different name. NOTE: When you create a new resource, a default check in comment is added to the resource's version history. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 69 Not for copy or distribution. Copying resources You can create private copies of any private or public resource you have access to. You are prompted to specify a name for the resource. If there is no existing private resource with that name, you can save it with the same name as a public resource. However you will not be able to add that private resource to the versioned repository later because its name is not unique After you have copied the resource, you can edit its properties. NOTE: A default check in comment is added to the resource's version history. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 70 Not for copy or distribution. Copying worksheets You can copy worksheets directly to workbooks: Selected Worksheet—adds a copy of a selected worksheet that is in the same workbook. This worksheet must be given a unique name. All of the worksheet’s settings and columns are copied. Worksheet from Other Workbook—adds a copy of an existing worksheet from another workbook to the workbook. You can copy worksheets from any workbook you have access to. A worksheet copy is considered a new, separate worksheet and you manage each worksheet individually. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 71 Not for copy or distribution.  Exercise 1.7: Copy a resource The Buyers group has requested a workbook that displays orders. Instead of creating a new workbook, you decide to use the Supply Demand workbook as a template by copying it. The Pending Orders worksheet in the Training - Orders workbook will meet the user needs, so instead of recreating it— you copy it over from that workbook. 1. In the Explorer pane, select the Supply Demand workbook. 2. Right-click and select Copy. 3. Type "Order Data" for the new name and click OK. 4. In the Explorer pane, select the Order Data workbook, right-click and select Version History. What information displays in the Version History dialog box? 5. Click Close. 6. Right-click on the Order Data workbook and select Properties. 7. Click the Worksheets tab. 8. Click Copy and then select Worksheet from Other Workbook. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 72 Not for copy or distribution.  9. In the list expand the Training - Orders workbook and select the Pending Orders worksheet. 10. Click Copy and then click OK twice. 11. Open the Order Data workbook with the data settings: Worksheet: Pending Orders Scenario: Baseline Filter: Make Parts Site: HQ Pool: = All = How many columns does the Pending Orders worksheet have? 12. Close the Order Data workbook. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 73 Not for copy or distribution.  Answers 4. The date and time the workbook was created and a comment stating that the workbook was created by copying the Supply Demand public workbook. 11. 6 columns (Order Id, Order Site, Order Type, Part, Due Date, Available Date) Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 74 Not for copy or distribution. Adding help You can add embedded help to a workbook at any of three levels: workbook, worksheet, and column. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 75 Not for copy or distribution. Help text editor You can use rich text editing tools to enhance or support the help text you add for workbooks and worksheets. For example, you can apply text styles, add headers, insert images, and link to web pages in the help. Learn more about what tools are available and how to use them, in the RapidResponse Resource Authoring Guide. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 76 Not for copy or distribution. Author notes You can add notes to resources to communicate specific information about the design of the resource. Only workbook authors can view these notes. For example, you might use author notes to: Describe why a worksheet filter was added. Identify parts of a resource that should not be changed. Explain how you summarized data in a worksheet. NOTE: Unlike workbook or worksheet help, author notes do not have any text formatting options. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 77 Not for copy or distribution.  Exercise 1.8: Add guidance to a resource The Buyers groups has had multiple questions on how to use the Supply Demand workbook. To help answer their queries, you add both worksheet and workbook help. 1. In the Explorer pane, select the Supply Demand workbook. 2. Right-click and click Check Out and Edit. 3. Select the data settings: Worksheet: Supply Orders Scenario: Baseline Filter: Make Parts Site: HQ 4. Open the workbook properties and click the Worksheets tab. 5. Select Supply Orders and click Properties. 6. Click the Worksheet Help tab. 7. Type "Use this worksheet to view information for supply orders." for the help. 8. Move the cursor to the next line and click Insert Help for Data Controls. 9. Click OK twice. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 78 Not for copy or distribution. 10. Click the Supply Orders worksheet and then click the Worksheet Help tab. What information displays in the Worksheet Help pane? 11. Save your changes, click Versioning on the RapidResponse toolbar and then click Check In. 12. Type the Check in comment "Added help to Supply Orders worksheet.", select Minor for the New version number, and click OK. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 79 Not for copy or distribution.  Answers 10. The help text you typed and a table describing the data controls: Scenario, Filter, and Site. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 80 Not for copy or distribution. Import and export resources You can import and export any type of resource you have permission to both author and share, except for site filters. Each resource type has a different file extension: Resource Extension Resource Extension Alert.alt Responsibility.rsp Automation Chain.acn Scheduled Task.stk Dashboard.dbd Scorecard.scd Filter.wfl Script.scp Form.frm Task Flow.tsk Hierarchy.hry Widget.wgt Process.prc Workbook.wwb Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 81 Not for copy or distribution. A resource is imported or exported with all of the linked and dependent resources that it requires to function. If any of those linked or dependent resources already exist in your system, you are asked how you want to manage them. Learn more about importing, exporting, linked resources, and resource dependencies in the RapidResponse Resource Authoring Guide. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 82 Not for copy or distribution.  Exercise 1.9: Import a workbook To test how to import and export a resource, you use the Import External data as a test resource. 1. In the Explorer pane, select the Import External Data workbook. 2. On the File menu, click Export. 3. In the Export Workbook dialog box, navigate to your desktop and click Save. What extension is the workbook saved with? 4. On the File menu, click Import and then click Workbook in the fly-out menu. 5. Navigate to your desktop and select the Import External Data.wwb file. 6. Click Open. 7. In the Imported Resources dialog box, click Continue. Using the Explorer pane, what type of resource is the imported workbook? A private or public one? 8. Close the Import External Data workbook. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 83 Not for copy or distribution.  Answers 3..wwb 7. An imported resource always comes in as a private resource. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 84 Not for copy or distribution. Searching for resources As a RapidResponse author, you can search through all the resources you have access to. For example, you might want to see all the alerts and workbooks that have the text string "order". Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 85 Not for copy or distribution. Searching for resources (continued) You can search to find: Resources with a specific string in their definitions. Resources based on, or compatible with, a specific table. Resources with errors in their expressions or structure. You have the option to search only in resources you can modify or in all the resources you have access to. In addition, you can specify where in the resources you want to search. For example, you can only search in expressions, or search in expressions and visible text such as column headers and worksheet help. Learn more about searching options in the RapidResponse Resource Authoring Guide. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 86 Not for copy or distribution.  Exercise 1.10: Search for a workbook You want to see what workbooks have information on late orders, so you use the Search Resources tool in RapidResponse to search all the workbooks you have access to. 1. On the Tools menu, click Search Resources. 2. In the Text field, type "late order". 3. In the Resources area, select the Workbooks check box. 4. For Include, select All resources. 5. In the Search area, select the Expressions and Visible text check boxes. 6. Click Search. 7. Click the arrow on Training - Buying to expand its details. Where is the text "late order" found in the Training - Buying workbook? 8. Click the arrow again on Training - Buying to condense its details. How many occurrences of "late order" are there in the Training - Order Details workbook? 9. Close the Search Resources window. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 87 Not for copy or distribution.  Answers 7. The text "late order" is found in the worksheet name and in the worksheet help 8. 1 occurrence Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 88 Not for copy or distribution.  Review for understanding Write three review questions for this chapter. If applicable, exchange your questions with another participant and answer the questions you receive. 1. 2. 3. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 89 Not for copy or distribution. Lesson 1: Authoring in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 90 Not for copy or distribution. Lesson Data in RapidResponse By the end of this lesson, you will be able to: Describe the types of data available in RapidResponse. Summarize how the RapidResponse data model is organized. Use the RapidResponse data model posters to locate specific data. Identify linked tables through reference fields. 2 Identify table and field types in the RapidResponse data model. © 2016 - 2019 Kinaxis. All rights reserved. 91 Not for copy or distribution. Lesson overview In this lesson, you learn about the RapidResponse database. Specifically you learn about the different types of data you might see and how it is organized so you can find the data you want to display. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 92 Not for copy or distribution. Business story To develop effective resources, you need to understand how data is structured and organized in RapidResponse, what data is available, and where to find that data in the RapidResponse data model. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 93 Not for copy or distribution. RapidResponse and data To effectively utilize the data in the RapidResponse database, you must first understand how data flows into RapidResponse. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 94 Not for copy or distribution. RapidResponse tables RapidResponse tables store information related to specific areas of your supply chain, such as SKUs, parts, bill of materials, customer orders, and works orders. Some tables are editable, which enables simulations to be performed on the data in those tables. Tables in RapidResponse belong to one of the following groups: A list of commonly used tables in the RapidResponse data model is available in Appendix A: Job Aids. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 95 Not for copy or distribution. About your data Depending on whether data is brought into RapidResponse from your enterprise data sources or is calculated by RapidResponse, it resides in different tables: Input data—Located in RapidResponse input tables. Usually brought in from external sources Displays in worksheets Data is editable Calculated data—Located in RapidResponse calculated tables or calculated fields in input tables. Created by performing calculations on your input data Represents RapidResponse planning results Displays in worksheets Data is not editable Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 96 Not for copy or distribution. How data is organized in RapidResponse RapidResponse has all the required data to manage supply and demand data for a product. The RapidResponse data model represents how your company's data is organized in RapidResponse. Data is stored in tables that are made up of fields. Fields contain specific types of data. By default, a set of standard tables are provided in the data model. Additional custom tables can be created to store data specific to your company. All examples in this course use tables from the standard RapidResponse data model. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 97 Not for copy or distribution. Input tables Input tables contain data loaded from your enterprise data sources, including: Parts (SKUs, products, items) Demand orders and Customers Supply orders and Suppliers Inventory and Warehouses Historical demands and supplies Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 98 Not for copy or distribution. Control tables Control tables contain the rules and values that determine the calculations RapidResponse performs on input data. The tables are configured during deployment. Control tables are managed through named groupings of control table values—control sets. Only RapidResponse administrators can create and edit control sets. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 99 Not for copy or distribution. Data Model posters The structure of tables and fields and the relationships between fields in the standard RapidResponse data model are illustrated in a series of posters. The two posters we focus on in this course are: RapidResponse Data Model for Import poster— displays the relationship between the tables and fields used in the RapidResponse data import process. RapidResponse Calculated Data Model poster— displays the relationship between the main RapidResponse database calculated tables and fields. Calculated fields in the RapidResponse data model input tables are also displayed. All the data model posters can be accessed from your RapidResponse Help menu. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 100 Not for copy or distribution. Data Model for Import poster The Data Model for Import poster displays multiple input tables and the fields for each table. Any of these tables can be used as the base of a worksheet. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 101 Not for copy or distribution.  Exercise 2.1: Locate input data To better understand the RapidResponse data model, you explore the data model poster that displays imported data. You focus on the Part table. 1. On the Help menu, click Data Model Posters, and then select Data Model for Import. 2. Find the Part table in the poster. Using the legend, what are the key fields in the Part table? 3. Find the ScheduledReceipt table in the poster. Using the legend, what type of table is ScheduledReceipt? 4. Find the ConstraintType table in the poster. Using the legend, what type of table is ConstraintType? Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 102 Not for copy or distribution. 5. Return to RapidResponse and from the Explorer pane, open the Training - Tables workbook with the data settings: Worksheet: Input Table - Part Scenario: Approved Actions Filter: Make Parts Site: HQ Pool: = All = 6. Review the columns in the Input Table - Part worksheet. 7. Return to the Data Model for Import poster and locate the Part table. Which fields from this table also display in the Input Table - Part worksheet? 8. Return to RapidResponse and close the Training - Tables workbook. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 103 Not for copy or distribution.  Answers 2. Site, Name 3. Input table 4. Control table 7. Name, Site, ABCCode.Value, BuyerCode.Value, and MaterialCost Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 104 Not for copy or distribution. Part table The Part table is an input table at the core of the RapidResponse data model. Lists each unique part (or SKU) imported into the model. Holds information for each part, such as part name, description, and standard unit cost. The Part table links to other tables with part-related data. These tables allow for common part information associated with multiple parts, such as abc and planner codes, to be stored in one location and then referenced from the Part table. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 105 Not for copy or distribution. References between tables In the RapidResponse data model, different tables store specific supply or demand-related information and those tables are linked where logically appropriate. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 106 Not for copy or distribution. Using reference fields References use the referenceField.fieldName syntax. The syntax specifies the name of the reference field (which typically matches the table name) and the field name to use from that table. Multiple records can have the same reference or references can consist of multiple tables connected by a chain of references. When you add fields from a referenced table to a worksheet, be specific when adding fields to provide clean paths to the data. This is especially important for referenced tables that have multiple keys. Otherwise, values from all the table's key fields are represented in the reference. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 107 Not for copy or distribution. Example For example, to add a field that displays the supplier name for a particular source to a worksheet based on the PartSource table, you use the reference field Source.Supplier.Name. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 108 Not for copy or distribution.  Exercise 2.2: Explore table references You use the input data model poster to explore how to read the poster and examine some of the relationships between the Part table and other tables. 1. In the Data Model for Import poster, zoom in to the Part table and its surrounding area. (Check the center of the poster.) Why do you think the Part table is the only table colored in gray? 2. Find the Site field in the Part table. 3. Find the Site table. (Check the center of the poster, below the Part table). 4. Find the Site.Value field (Value field in the Site table). 5. Follow the path from the Site.Value field to Part.Site field. Since the arrow is pointing to Site.Value, the Site field in the Part table references the Value field in the Site table. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 109 Not for copy or distribution. 6. Find the PlannerCode table in the poster. (Below the Part table, towards the right, just below the PlanningCalendars table.) What field in the Part table references the Value field in the PlannerCode table? 7. Return to the Part table. What are two fields in two different tables that reference the Name field in the Part table? 8. Return to the legend area in the poster. What are two control tables that reference the Part table? Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 110 Not for copy or distribution.  Answers 1. The Part table is colored differently because it is at the heart of the RapidResponse data model. 6. PlannerCode.Value 7. Any of the following fields: CustomerPrice.Part.Name, PartSource.Part.Name, PartSource.TransferPart.Name, InventoryTransfer.Part.Name, BillOfMaterial.Assembly.Name, BillOfMaterial.Component.Name, ShopKanban.Part, ScheduledReceipt.Part.Name 8. Any of the following tables: PartType, SourceRule, MultiLevelSearchRule, IncrementalValue, AvailableRule, SafetyStockPolicy, PlanningCalendars, MUEPoolNettingType Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 111 Not for copy or distribution. Reference and set fields Reference fields define the relationships and links between tables and allow you to use values from any of the referenced tables. References between tables can represent one of the following relationships: Many-to-one—Represented using a reference field. Many-to-one are the most commonly-used type of reference. They allow you to directly access values from a referenced table. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 112 Not for copy or distribution. Reference and set fields (continued) One-to-many—Represented using a set field. These require extra processing to use the field values. Set fields are hidden by default, however they can be displayed if you need to use them. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 113 Not for copy or distribution. Table links All links between tables in the data model are bi-directional. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 114 Not for copy or distribution.  Exercise 2.3: Explore the Part table You use the Data Model dialog box to understand some of the fields in the Part table. 1. On the RapidResponse menu bar, click View and then select Data Model. 2. In the Data Model dialog box, in the Show list select Frequently used tables. 3. Select the Part table in the list. 4. Scroll through the fields list. What table does the Type field reference? 5. Scroll to the end of the fields list. What is the last field listed for the Part table? 6. Select the Show set fields check box. What is the last field now listed for the Part table? 7. Clear the Show set fields check box. 8. In the list, select the PlannerCode field. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 115 Not for copy or distribution.  9. Under the Fields box, click the Field Information link. What happens when you click the link? 10. Close the help window and in the Data Model dialog box in RapidResponse click Close. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 116 Not for copy or distribution.  Answers 4. PartType 5. PrimarySupplyType 6. WhereConsumedToHighVolumeOrders 9. A browser tab/window opens and shows you a description of the PlannerCode field in the RapidResponse Analytic and Data Model Guide. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 117 Not for copy or distribution.  Exercise 2.4: Explore linked tables You look deeper into the data model poster to understand how you can identify the data a table displays by the fields it has. You also review some of the reference paths between other commonly used tables. 1. On the Help menu click Data Model Posters and then click Data Model for Import. 2. Locate the PartSource and BillOfMaterial tables. What are the Primary Key fields for each table? 3. Find the IndependentDemand table. Looking at the fields in the IndependentDemand table, what data is stored in this table? Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 118 Not for copy or distribution. 4. Follow the path from Order.Type in the IndependentDemand table to the Type field in the DemandOrder table. What other fields in IndependentDemand reference fields in the DemandOrder table? 5. Find the ConstraintAvailable table. (Check below the PartSource table.) Looking at the fields in the ConstraintAvailabletable, what other table is referenced by the fields? 6. Find the ScheduledReceipt table. (Check the center right of the poster, by the Part table.) Looking at the fields in the ScheduledReceipt table, what data is stored in this table? 7. Find the SupplyOrder table. (Check the upper right quarter of the poster, above the ScheduledReceipt table.) How many references does ScheduledReceipt have to SupplyOrder? 8. Close the Data Model for Import poster. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 119 Not for copy or distribution.  Answers 2. PartSource key fields: Part.Site, Part.Name, Source.Id, Source.Supplier.Id, BaseKey BillOfMaterial key fields: Assembly.Name, Component.Name, Assembly.Site, Component.Site, BaseKey 3. Data for customer orders and forecast orders. 4. Order.Id references Id and Order.Site references Site. 5. Constraint (Constraint.Name, Constraint.Site) 6. Data about supply orders, such as work orders or purchase orders. 7. Three references (Order.Id to Id, Order.Type to Type, and Order.Site to Site) Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 120 Not for copy or distribution. IndependentDemand table The IndependentDemand table is an input table. It contains records for each line item associated with an actual customer order or forecast. Records can include details such as due dates, request dates, and quantities associated with line items. As customers can place a single order with multiple line items for each part, common header information for each independent demand, such as order number or customer, is stored in the DemandOrder table. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 121 Not for copy or distribution.  Practice: Explore IndependentDemand 1. On the View menu, click Data Model. 2. For Show, select Frequently used tables. 3. Select IndependentDemand in the table list. 4. Select the Order field. What table does Order reference? 5. For Show, select Input tables. 6. Select Demand Order in the table list. 7. Select the Customer field. What table does Customer reference? 8. Click Close. Answers 4. DemandOrder 7. Customer Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 122 Not for copy or distribution. ScheduledReceipt table The ScheduledReceipt table is an input table. It contains records for line items on a supply order. Stores firm orders with an assigned due date and quantity, such as work orders or purchase orders. Orders can be imported from your enterprise data source, however some fields are populated by RapidResponse calculations. For example, the AvailableDate field. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 123 Not for copy or distribution. Calendars Date values are associated with calendars, which define different working schedules in RapidResponse. Each calendar represents a range of dates. Calendars are defined in the following control tables: Calendar—Defines the calendar names. CalendarDate—Defines the dates in each calendar. PlanningCalendars—Defines working schedules for calculating dates, and is referenced by the Part table so different parts can have different working schedules. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 124 Not for copy or distribution. Calendar references For example, the Month calendar has a CalendarDate value defined on the first workday of every month. Each record in the CalendarDate and PlanningCalendars tables have a reference to the Calendar value it is defined for. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 125 Not for copy or distribution. Example One date can be present in multiple calendars. For example, the following illustration shows June 1, 2015 displays in nine different calendars and June 3, 2015 displays in four different calendars. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 126 Not for copy or distribution.  Exercise 2.5: Explore RapidResponse calendars To better understand RapidResponse calendars, you explore the RapidResponse Calendars workbook and the Data Model. 1. In the Explorer pane, open the RapidResponse Calendars workbook with the data settings: Workbook: RapidResponse Calendars Worksheet: Calendar Scenario: Approved Actions 2. Click the Calendar worksheet. What is the defined date range for the Quarter calendar? 3. Click the Calendar Date worksheet. You might need to resize the worksheet panes. 4. Review the information in the Worksheet Help pane. What does the CalendarDate table define? Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 127 Not for copy or distribution.  5. Click Planning Calendars worksheet. 6. On the menu bar, click View and then select Data Model. 7. In the Show list, select Control tables. 8. Select the PlanningCalendars table in the list. Which table do the majority of the fields reference? 9. Click Close. 10. Close the RapidResponse Calendars workbook. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 128 Not for copy or distribution.  Answers 2. 01-01-07 to 01-03-22 4. All valid dates in RapidResponse and the named calendar or calendars associated with each date. 8. Calendar Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 129 Not for copy or distribution. Namespaces Namespaces are containers used to identify and give context to groupings of related data model tables and fields. By default, RapidResponse tables belong to one of the following namespaces: Core, Mfg, ProcOrch, ProjMgmt, Solutions, or SupCollab. Namespaces provide a way to distinguish between multiple tables or multiple fields in a table that have the same name but different purposes. This allows for the modeling of multiple data model schema in RapidResponse. Lesson 2: Data in RapidResponse © 2016 - 2019 Kinaxis. All rights reserved. 130 Not for copy or distribution.  Exercise 2.6: Identify RapidResponse namespaces You identify the different types of namespaces in the Ra