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partner or retailer names, geographic locations, product categories, and timeline or date ranges. Specifying these dimensions upfront helps MOPA create a more accurate dashboard on the first try. Heather asks about whether she should plan her data structure upfront or just start building and iterate. Kyle says both approaches can work, but planning upfront saves significant time. He recommends spe

same dashboard? Yes, you share the project link with team members. Once they access it, their permissions persist long-term. Multiple people can modify and sync data through the shared project. The collaboration link persists over time. Once someone has accessed your project, they maintain access without needing to be re-invited. This makes it easy for teams to jointly maintain dashboards. Kyle di

1 00:00:03,680 --> 00:00:07,350 Okay, this is the Walmart CPFR 2 00:00:07,350 --> 00:00:10,890 and I am going to walk through some of 3 00:00:10,890 --> 00:00:14,430 the manual updates. Now 4 00:00:14,430 --> 00:00:18,070 the automations that are built in 5 00:00:18,646.6666666666679 --> 00:00:22,360 through Apps Script should be turned on 6 00:00:22,360 --> 00:00:26,070 right now and they will do

00:01:24,320 So let's just start left to right here and we'll 22 00:01:24,320 --> 00:01:27,970 start with RJW Summary. Now here with 23 00:01:27,970 --> 00:01:31,540 the RJW Summary, this is going to 24 00:01:31,540 --> 00:01:35,710 pull in your information, your supply 25 00:01:35,710 --> 00:01:39,240 pipeline and for all of your SKUs, 26 00:01:39,606.6666666666715 --> 00:01:43,450 what's sitting

00:02:55,810 --> 00:02:59,370 also always do is simply you would 45 00:02:59,370 --> 00:03:03,830 go up here to this cell here in A1, right 46 00:03:03,830 --> 00:03:07,870 click, paste special, hover in there 47 00:03:07,870 --> 00:03:11,520 and then do values only. And 48 00:03:11,520 --> 00:03:15,160 here you can see on a Mac it does 49 00:03:15,160 --> 00:03:18,790 say command shift V, format

00:04:21,590 --> 00:04:25,170 from. I'm going to close that out 67 00:04:25,170 --> 00:04:28,720 and we will continue updating. 68 00:04:28,720 --> 00:04:32,340 Now these next three orange ones, so I did try 69 00:04:32,340 --> 00:04:36,080 to color code, just FYI, I tried to color code 70 00:04:36,080 --> 00:04:40,340 each section that corresponds to a different 71 00:04:40,340 --> 00:04:43,970 f

always 87 00:05:47,360 --> 00:05:51,750 going to be what is your supply snapshot 88 00:05:51,750 --> 00:05:55,530 as of Monday morning. And so it's 89 00:05:55,530 --> 00:05:59,900 important to remember that because we constantly 90 00:05:59,900 --> 00:06:04,520 have supply moving in and out of our DCs. 91 00:06:04,520 --> 00:06:08,120 And so you want to be able to just recall that, 92 00:06:08,12

109 00:07:17,160 --> 00:07:20,880 to command C, go back over 110 00:07:21,586.6666666666861 --> 00:07:25,240 here, and shift command V. 111 00:07:25,240 --> 00:07:29,130 Okay, so now we have our daily 112 00:07:29,130 --> 00:07:32,760 Chicago on hand updated. 113 00:07:32,760 --> 00:07:37,520 We now want to go to daily in transit. 114 00:07:37,520 --> 00:07:41,460 And once again we go over to our

because 132 00:08:48,040 --> 00:08:51,950 what will happen then is if you paste over these 133 00:08:51,950 --> 00:08:56,490 formulas that will mess up some 134 00:08:56,966.6666666666279 --> 00:09:00,530 of the other 135 00:09:03,66.66666666662786 --> 00:09:07,454.72291666828096 tabs. Alright, 136 00:09:07,454.72291666828096 --> 00:09:11,174.72291666828096 and what I did just go ahead 137 00:09:1

on 156 00:10:28,216.88208333437797 --> 00:10:31,766.882083334378 that is we are able to pull this 157 00:10:31,766.882083334378 --> 00:10:35,376.88208333437797 information out of Alloy on 158 00:10:35,376.88208333437797 --> 00:10:39,6.882083334377967 our own if we want, especially now that we are 159 00:10:39,6.882083334377967 --> 00:10:42,626.882083334378 getting the new APIs, hopefully, fingers

178 00:11:56,746.882083334378 --> 00:12:00,906.882083334378 You should see the last previous week on here. 179 00:12:00,906.882083334378 --> 00:12:04,556.882083334378 And so to my point earlier, it is 180 00:12:04,556.882083334378 --> 00:12:08,186.88208333437797 Wednesday now and we're still waiting. 181 00:12:08,186.88208333437797 --> 00:12:11,966.882083334378 So typically we have our CPFR review

and not the other, so make sure and check 202 00:13:33,976.882083334378 --> 00:13:37,516.882083334378 all three. So we'll sell out 203 00:13:37,516.882083334378 --> 00:13:41,106.88208333437797 history. On here you want to 204 00:13:41,106.88208333437797 --> 00:13:45,186.88208333437797 go to sell out tab. 2019. 205 00:13:46,520.2154166677501 --> 00:13:50,206.88208333437797 Perfect. Okay, so we at l

Alright moving on words, 224 00:15:06,456.88208333437797 --> 00:15:09,986.882083334378 the light blue teal. Now 225 00:15:09,986.882083334378 --> 00:15:13,846.882083334378 the weekly received email, this gets sent 226 00:15:13,846.882083334378 --> 00:15:17,436.88208333437797 to us from Walmart. And this is going 227 00:15:17,436.88208333437797 --> 00:15:21,216.88208333437797 to be their ladder pla

whatever 246 00:16:34,116.88208333437797 --> 00:16:37,726.882083334378 they send it to us. So typically they send this to us Tuesday 247 00:16:37,726.882083334378 --> 00:16:41,406.88208333437797 morning. And so this information would be through 248 00:16:41,406.88208333437797 --> 00:16:46,66.88208333437797 Monday. And where that is helpful is on forecast 249 00:16:46,66.88208333437797 --> 00:16:49

265 00:17:49,596.8820833344944 --> 00:17:53,436.8820833344944 to the, to the number one on your key bat 266 00:17:53,436.8820833344944 --> 00:17:57,86.88208333449438 or your keyboard. And that shows you where any 267 00:17:57,86.88208333449438 --> 00:18:00,766.8820833344944 formulas are. And so on here, we want to make 268 00:18:00,766.8820833344944 --> 00:18:04,396.8820833344944 sure not override

command C. 286 00:19:19,386.8820833344944 --> 00:19:23,266.8820833344944 All right. Content copied. 287 00:19:23,266.8820833344944 --> 00:19:27,326.8820833344944 Now here you can see old number. 288 00:19:27,326.8820833344944 --> 00:19:31,286.8820833344944 So we are in the right spot. 289 00:19:31,286.8820833344944 --> 00:19:34,816.8820833344944 And I am going to shift command V. And 290 00:19:34,

here, they need to be able to make sure 305 00:20:33,966.8820833344944 --> 00:20:37,846.8820833344944 that this has been updated. All 306 00:20:37,846.8820833344944 --> 00:20:41,586.8820833344944 right. So now one more step here on this 307 00:20:41,586.8820833344944 --> 00:20:45,736.8820833344944 file and just as a FYI, this step again, 308 00:20:45,736.8820833344944 --> 00:20:49,566.882083334494

this that, OK, we actually need to drag our formulas down 324 00:21:47,566.8820833344944 --> 00:21:51,466.8820833344944 so that it's capturing all this information. 325 00:21:51,466.8820833344944 --> 00:21:55,286.8820833344944 And what typically when this happens, 326 00:21:55,286.8820833344944 --> 00:21:59,546.8820833344944 it's due to skews being added to the list. 327 00:21:59,546.8820833344944

come in here is we 345 00:23:07,536.8820833344944 --> 00:23:12,986.8820833344944 need to do a multi sort. 346 00:23:12,986.8820833344944 --> 00:23:17,406.8820833344944 And so we're going to go to advanced 347 00:23:17,406.8820833344944 --> 00:23:21,386.8820833344944 and you know what actually flag 348 00:23:22,213.54875000123866 --> 00:23:26,86.88208333449438 this. OK so now that we've selected al

the Walmart stores, 366 00:24:33,413.54875000123866 --> 00:24:37,356.8820833344944 our formula is going to grab the information 367 00:24:37,356.8820833344944 --> 00:24:41,26.882083334494382 for the dot com and because the formulas 368 00:24:41,26.882083334494382 --> 00:24:45,26.882083334494382 always grab the first one and unfortunately 369 00:24:45,26.882083334494382 --> 00:24:48,596.88208333449