Creating a Plan Template

You can create plan templates to generate the plans in WorkGrid from the templates.

The filters that you define when creating a plan template are applied when you create a new plan from the existing plan template. When you create a new plan from an existing plan template, you can only add additional filters but cannot remove the predefined ones.

You can leave the filter values blank so that they can be specified while creating each plan, define them in the plan template so that they are automatically populated in the plan, or lock them so that they cannot be changed while creating the plan.

Notes:

To create plan templates, you must be assigned the following permission sets:

  • WorkGrid - Manage Data Sources and Plans
  • CRM Analytics Platform User

To create a plan template:

  1. On the Plan Templates tab, click New. The New Plan Template window displays.
  2. Enter the name for the plan template.
  3. In the Template Category field, select the category to which the plan template belongs. By default, the template category is "General".
  4. [Optional] Enter the description for the plan template.
  5. In the Input Data Source lookup field, search for and select the data source you want to associate with the plan template. For example, select Financial Transactions.
  6. [Optional] Search for and select a rate table to link to the plan.
  7. Click Next.

  8. Configure your filters for the plan template. To do this:

    1. Select the filter logic you want to use to filter the data from a data source. For more information about the available options, see Dataset Filter Reference.
    2. In the Dimension field, select the dimension by which you want to filter.
    3. In the Operator field, select the operator.
    4. In the Value field, select one or more values that match your filter logic.
    5. Select the Fixed Value checkbox to set the specified dimension values to fixed values when creating a plan. You can set one or more dimension values as fixed when you configure the filter.
    6. Click Add Filter to add a new filter configuration row.
    7. Repeat steps a to e for each filter configuration row that you want to configure for the plan template.
    8. Click Next.

  9. Define the plan table view. This determines whether the plan table displays as a treeClosed One of the available plan table views. Tree view establishes a hierarchy by grouping together rows that contain the same row-level dimension values, starting from the top level. You can only reorder rows within their respective groups. Tree view is suitable for plans that contain rows with a clear hierarchy. or a gridClosed One of the available plan table views. Grid view displays row-level dimensions as a standard table, populating each dimension value in each row. You can reorder rows without restrictions. Grid view is suitable for plans that contain rows without a clear hierarchy and plans where the hierarchy is not important.. For more information about the available views, see Plan Table Views.

    Do one of the following:

    • To display the plan in grid view, under Table View, select Grid.
    • To display the plan in tree view, leave Tree selected.
  10. Structure your plan by dragging and dropping dimensions and measures from the Dimensions and Measures tabs into the zones on the right. The preview of the structure updates automatically.

  11. Map the relevant WorkGrid dimensions to the dimensions in the dataset. To do this:

    1. In the Dimension column, select a dimension. For example, "Account".
    2. In the Analytics Value column, select the dimension value from the dataset that you want to map to a new value. For example, "Account 1".
    3. In the New Value column, enter the value that you want to map the Analytics value to. For example, AMEX.
    4. Click Insert Row to add a new row to the dimension value mapping table.
    5. Repeat steps a to c for each dimension value that you want to map to a new value for the plan template.
  12. Click Save.