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How to create a table to show how many products are merchandised in tray?

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TitleHow to create a table to show how many products are merchandised in tray?
SummaryHow to create a table to show how many products are merchandised in tray?
URL NameHow-to-create-a-table-to-show-how-many-products-are-merchandised-in-tray
Resolution
2016.1 and below

Path: File > New > Table
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2017.1 and above

Path: Analysis ribbon > Table > Open
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1. Click "Yes" to the prompt "Would you like to start this new table by copying an existing table?
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2. Locate and open Positions.PST table
Note: This table is generally found in "C\program files (x86)\JDA\Intactix\Space Planning\Tables" folder
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3. In Table Properties, select "Position Records (sorted)" under "Rows in this table:"  and click "Totals..." in "Row control" area
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4. Check on "Show a grand total row"
5. Click Apply, an orange total row will appear at the end of the table
6. Click Ok
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7. In "Rows in this table", click "Position Grand Total" and the Columns... button
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8. Under "Available fields:", double click on "--Empty column--" to add the field to "Columns:"
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9. Click on Header 1 tab
10. In "Plain text:" field,  enter "Tray Qty" for the new column title
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11. Click on the data rows tab. Click on the F button to create a formula
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12. Type in the formula - IF(Merch style="Tray","1","0")
13. Click OK
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Note: This formula means that if a product position is merchandised as Tray, return a 1. Else, return a 0. This will allow to perform a sum in the total row where the formula return 1.

14. In Position Columns window, click Grand Total tab 
15. In the "Decimals:" field, type 0
16. Apply Sum from the drop down list next to "Roll up:" field
17. Click Apply and OK
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The total row will now show a total count for the positions merchandised as tray
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18. Right click and select Design > Save Design As... 
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ProductsSpace Planning Plus
Module
VersionAll
Error Message Code
Cause
Additional Information
For any other merchandising style count, repeat the steps as before and modify the formula accordingly.

For example:

IF(Merch style="Unit","1","0") for Units.
IF(Merch style="Display","1","0") for Display
IF(Merch style="Case","1","0") for Case
IF(Merch style="Alternate","1","0") for Alternate
IF(Merch style="Loose","1","0") for Loose
IF(Merch style="Log Stack","1","0") for Log Stack
Publication StatusPublished

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