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14 Manage Databags

This chapter describes the Databag concept and the functionality that allow users to create and update Databags.

Databag Concept

A Databag is a collection of Product, Location, Source Location, Attributes, and Alert positions that are used to facilitate the selection process when using the Replenishment Admin workspaces. The databag is the scope of a user’s work. When working in the replenishment workspace, you only need to select the databag that you want to work with and the wizard process loads automatically all products, locations, attributes, and alerts linked to the selected databag. This way you do not need to go through the selection process every time. You only need to create a new Replenishment Admin workspace.

The following image illustrates different databags with different scopes and users. Each databag has its own scope with the assigned products, locations, calendar, attributes, and alerts.

ORACLE:

Admin User

Alerted Items/Location

Item/Location at Discovery Phase

Item/Location EOL Phase

Table 14-1 Manage Databags Workspace, Steps, and Views

WorkspaceStepsTabViews
Databag Scope WorkspaceSetupSetupSetup View
Product Group ScopeProduct Group ScopeView
Location Group ScopeLocation Group Scope View
Source Group ScopeSource Group Scope View
Alert ScopeAlert Scope View
Attributes ScopeAttributes Scope View
Databag Review WorkspaceEnable & PublishEnable & SetupEnable & Setup View
Filter ConditionsFilter Conditions View
Today & ParametersToday & Parameters View
Review Databag DetailsProductsAssociated Product View
LocationsAssociated Location View
SourcesAssociated Source Location
Association Count View
WeeksAssociated Week View
AlertsAssociated Alerts View
AttributesAssociated Attributes View
Product- LocationsAssociated Product-Location
View
Review Attributes & AlertsProductProduct Attributes View
LocationLocation Attributes
Product- LocationProduct-Location Attributes
AlertsProduct-Location Alerts

Databag Scope and Review Workspaces

To build the Databag Scope or Databag Review workspaces, perform these steps:

1. From the left sidebar menu, click the Task Module to view the available tasks.

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This value indicates that the alert should be included in the databag. The alert is then available in the Replenishment workspaces to aid in analysis and navigation. .

Filter

This value indicates that the alert should be included in the databag scope and the alert is then available in the Replenishment workspace. Additionally, when the Filter values are selected, the scope of the databag is recalculated based on the product and alerts that match the alert.

Note

For example, if the alert New Item is included in the databag scope and set as a Filter value, the databag is recalculated and only the products associated with the New Item alert, within the defined product scope, are included in the databag. The remaining items are filtered out.

Attributes Scope View

The Attributes Scope View , under the Attributes Scope tab , allows you to select all or any specific product, location, or product-location attributes to be included in the scope of the databag.

  • Local : The Product and Location scope of this databag is based on the set up of the scope defined in the Product Group Scope and Location Group Scope views.

  • All Product : The Product scope of this databag is all Products and it ignores the set up of the scope defined in the Product Group Scope view. While the Location is based on the set up of the scope defined in the Location Group Scope view.

  • All Location : The Product scope of this databag is based on the set up of the scope defined in the Product Group Scope view. While the Location scope is all Location, it ignores the set up of the scope defined in the Location Group Scope view.

  • Global : The Product and Location scope is based on all Products and all Locations and it ignores the set up of the scopes defined in the Product Group Scope and Location Group Scope views.

Databag User Description

Databag User Description is an editable measure used to modify the description of a databag. This databag description can be set as a Visible Attribute for databag hierarchy in any other workspace.

Databag Mask

This measure allows you to select additional filters for the Product and Location scope. The valid values for this measure are:

  • All : The Product and Location scope is based on the scope defined by you in the Product Group Scope and Location Group Scope views. No additional filtering is applied.

  • Associated Valid : The Product and Location scopes defined by you in the Product Group Scope and Location Group Scope views are filtered out if the product and location combination is not assorted. This way, only valid assortment combinations is part of the databag.

  • Lifecycle Valid : The Product and Location scopes defined by you in the Product Group Scope and Location Group Scope views are filtered out if the product and location combination does not have a valid lifecycle. For example, typically, warehouses are not assorted. Therefore they are excluded by the Assorted Valid mask. However, as warehouses source assorted products for one or more stores, then they have a valid lifecycle for the products.

Matching Product-Location Condition

Matching Product-Location Condition is a calculated measure that indicates the filter condition defined in the Filter Conditions view. If there is no condition defined, it displays All. Otherwise, it displays the string with the conditions defined in the Filter Conditions view.

Product Scope Count

Product Scope Count is a calculated measure that indicates the number of products based on the product groups selected in the Product Group Scope view and the databag mask value.

Product Association Count

Product Association Count is a calculated measure that indicates the number of products based on the product groups selected in the Product Group Scope view with the filter conditions applied and the databag mask value.

Product Association %

Product Association Percentage is a calculated measure that indicates the percentage of products that are being considered for the databag. It is calculated as:

100 PRODAssoc. Count PRODScopeCount

100 LOC Assoc. Count LOCScopeCount

Table 14-2 (Cont.) Within Condition Operator Measure Available Operators

Possible
Operators
DescriptionsExample
<Checks if the attribute value is less than
the Condition Value
Standard deviation of sales <6
Checks if the attribute value is less or
equal to the Condition Value
contain
not contain
match
not match
Condition Value

The Condition Value measure is used when the type of the attribute is numeric. Example: average sales > 10

Condition Value String

The Condition Value String measure is used when the type of the attribute is a string. Example: brand == Private Label

Condition Value Measure

The value of the Condition Value measure is a measure name, which is populated by an expression that let’s you refine the condition value. For instance private label versus nonprivate label.

This measure is used when you want to refine the condition value.

For instance, for the coffee items, except Private Label, you want to assign items to the rule that sell more than 50 per week. For Private Label items you may want the value to be 100. You need to populate your Condition measure with a value of 100 for all Private Label items, and the rest of the coffee items with 50.

Condition Value Date

The Condition Value Date measure is used when the type of the attribute is a date. Example: today >= 02/30/2024”

Between Condition Operator

Within a rule there can be multiple conditions and also multiple condition groups. This is specified in the Condition Group measure. Conditions with the same Condition Group value belong to the same group.

For example, if a rule has four conditions, Conditions 1 and 2 can belong to Condition group 1, and Conditions 3 and 4 can belong to the Condition group 2. Also, the Condition Order measure gives the ranking of the conditions inside the group.

The following table is an assumed use case:

Table 14-3 Between Condition Operator Assumed Use Case

ConditionBetween Condition
Operator
Condition OrderCondition Group
Condition 1AND11
Condition 2OR21
Condition 3OR32
Condition 442

The value for the Between Condition Operator can be the logical operators AND or OR.

The conditions are evaluated first inside a condition group and then between groups. In the previous case, the resulting condition is:

(Condition 1 AND Condition 2) OR (Condition 3 OR Condition 4)

Here is an example where all conditions belong to the same condition group:

Table 14-4 Example: All Conditions Belong to the Same Condition Group

ConditionBetween Condition
Operator
Condition OrderCondition Group
Condition 1AND11
Condition 2OR21
Condition 3OR31
Condition 441

The resulting condition for the rule is given by:

Condition 1 AND Condition 2 OR Condition 3 OR Condition 4

Note that the conditions are evaluated in the order given by the values in the Condition Order measure.

Condition Order

The Condition Order measure displays the order in which conditions are evaluated, wither independently or inside a condition group.

Condition Group

The Condition Group measure allows you to group conditions. This is useful when you want to evaluate conditions in a two-step process. First, the conditions are evaluated inside groups. In the second step, the group results are evaluated .

Validation Result

The Validation Result measure displays the condition expressions that are validated.

Invalid Flag

The Invalid Flag measure indicates if a condition is invalid.

Valid Flag

The Valid Flag measure indicates if a condition is valid.

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This measure displays the product-location attribute values.

Manage Databag Action Buttons

The Manage Databag workspace has the following action buttons available:

  • Calculation Databags

Use the Calculation Databags action button to calculate the databag scope based on all the set up you created. The result is the Boolean measure that is used by the Replenishment workspace to load the correct scope of products, locations, source locations, attributes and alerts.

  • Publish Data

Use the Publish Data action button to commit the changes made in the Manage Databag workspace. It also saves the audit information of the update and commits the measures Last Databag Publish User ID and Last Databag Publish Date based on who and when the Publish Data was last run.

  • Validate Databag

Use the Validate Databags action button after you make the desired setup for the databags. If there are no errors, you can run the Calculate Databags action button to create the databags.

  • Lookup Attributes

Use the Lookup Attributes action button to populate the relevant attribute values when setting up the rule conditions.

The sequence of actions in the Manage Databag workspace is expected to be:

1. Build workspace.

2. Click Lookup Attributes action button if you want to set up rules or you want to perform What-if.

3. Set up rule conditions.

4. Click Validate Databag action button.

5. If no errors, click Calculate Databag action button.

6. View results.


In this guide