Add a New row to enter data for a New Product or a Customer - Part 1

 In this blog, let's discuss how to address the requirements of entering data into a New Product or a Customer in a Data From exists in the PBCS or EPBCS application where the Suppress missing data for Rows or Suppress Missing data for Columns are enabled. Or the data does not exist for that combination but the users want a provision to enter the data for that specific combination. 

During the Budget or the Forecast, the users might want to enter data for a combination that never had any historical data. 

It is a general best practice the Data Forms will be enabled with the following,

• Suppress missing data - Rows
• Suppress missing data - Columns

So with the above settings, we need to have the capability to enter data in a data form for a combination that does not have any historical data. 

In the Below data form, users need to enter data for the Product & Customer present in the rows (Product & Customer have the User Variables)

This the layout of the Data Form, where a Hidden Column A was added to capture the data in No Period. This will add a Row to the data form. 

Also enabled a Menu that will call the following Calculation rule, to populate data for that specific Product and customer along with the POV present in the data form. 

Basic Calculation Manager rule for adding a New Product to the Data Form.

FIX ({Account}, &PlanStartYr, "OEP_Plan", &Version, {Entity}, {Currency}, {Customer}, {Market}, "No Period") 

    {Product} = .00001;

ENDFIX 

If you notice the Entity, Currency & other Custom dimensions were hidden. 

This is the data from before a row was added for No Product & No Customer. 

Add a Row Menu triggered the rule and No Product & No Customer were selected. The account was left with the auto-populated option.

Now the Users can enter the data for the No Product & No Customer combinations along with the other POV on the data form. 

In the next blog, I will cover how to do the same using a Groovy Rule.

Happy times on the Cloud!!!!