The purpose of this article is to offer you a clear step-by-step process to add a planogram to a report template while working in the DotActiv software.
Applicable Products: DotActiv Enterprise
Adding A Planogram
After opening the DotActiv software, ensure you are in the ‘Reporting’ tab.
Once there, navigate to the ‘Advanced’ section and click on the drop-down arrow next to ‘Custom Report’. Select ‘Report Builder’.
The ‘Custom Report Builder – Templates’ window appears. Here, you can either choose an existing template or create a new one.
After selecting your chosen report, you’re taken to your report. On the left, you’ll find a dockable window labelled ‘Objects’. From here, you can click on ‘Planogram’ and then on the report.
The ‘Custom Report Builder – Plano Properties’ window appears.
First, give your planogram a name.
You also need to specify from where the DotActiv software must get this planogram file. To do that, click on the drop-down menu next to ‘Data Source’.
In most cases, the planogram that you will be referencing will be located locally so you will make use of a local FLP format. Then click on ‘OK’.
You can specify which product settings you want for your planogram. You also have the option of adding a highlight to your planogram.
Product Settings
In the Product Settings box, you are able to choose whether you would like to display images, labels, labels over images, selected data, centre your labels or remove the colour of your products.
Here, you also have the option of adding ‘Image Filters’ which allows you to only displayed selected product images on the planogram.
Planoguide View
When adding a planogram to a custom report, you have the option to display the planogram with a Planoguide View. In the example below, the planoguide view is turned off and thus you will see the full range of products merchandised on the planogram.
If you would like to display your planogram as a planoguide, you can do so by ticking the ‘Planoguide View’ box on the Plano Properties window, as seen below.
Once you have ticked the box, you can select which field you would like to set your planoguide to. In the example below, we have selected ‘Sub Category’.
Once you have done so, click on ‘OK’. Please see the example of the end result below.
Lastly, click on ‘Show Sample’. This will allow you to see a preview of the planogram while you’re building the report.
Once everything has been set up the way you want, click on ‘OK’.
You can now move the planogram around and placed it however you like. You can also right-click on the planogram and fit it to all sides.
Highlights
You will also notice that you have the option to Set Highlights.
This can be done by ticking the ‘Use Highlight’ box, as seen in the gif below.
You also have the option to ‘Show Legend’. Once the box has been ticked, Select the drop-down menu as seen below and proceed to select the desired legend position.
Linking Planogram Highlights To A Graph
When creating a Custom Report, the option exists to link the highlights of a planogram to a graph. By linking the planogram and the graph, the highlight colours on the graph will match the highlight colours on the planogram.
In order to use this function, add a planogram to your Custom Report. In the “Plano Properties”, enable the “Use Highlight” option.
Thereafter, select the highlight that should be applied in the “Set Highlight” option. For example, set the highlight on “Sub Category” classification if you want to highlight each Sub Category. Then, click on “OK”.
Make sure you select the “Use Sample” option and link the planogram that will be used. Click on “OK”.
The next step will be to link the planogram and the graph. In the ‘Graph Properties’, click on the “Inherit filter from” drop-down menu to select the planogram that should be linked to the graph.
Remember to set the Data Fields for the graph before selecting “OK”.
Your planogram and graph should now be linked by indicating the same highlights based on the highlight setting you selected. For instance, should your planogram highlight be set to ‘Brand’, the graph will now show a matching highlight on Brand level.
Plano Analyzer
You can also choose to display the ‘Plano Analyzer’ alongside the planogram that you have added to the report. Simply tick the box next to ‘Plano Analyzer’ in the properties window as seen below.
Once you have ticked the box and added the planogram, you can ‘Setup’ the Analyzer. Click ‘Setup’ in the properties window if you’d like to set up the Plano Analyzer for this report, as seen below.
In the Plano Analyzer Setup window, you can add a field by double-clicking on the field in the list on the left-hand side of the window. This will add the field to the right-hand side.
Once happy, click ‘OK’ and then ‘OK’ again to view the Analyzer next to the planogram.
Should the above steps not work for you, please create a support ticket and DotActiv support will assist you in uncovering the issue.