Your analysis about to be published as a template. Soon all of your colleagues will start using it. Before you publish, double-check you have created a great template that fits their needs.
Most common mistakes
- Too many reports
- Too many columns in each report
- Mismatch between work tasks & reports
- Review your template each year: Are the reports still relevant/up-to-date?
Create maximum 6 reports per template, and consider: Should I create more templates?
- The everyday template A template with the most common reports for everyday tasks. To be used every time data is updated (once per day, week or month)
- Supplier negotiation template Create a template which supports working with or negotiating with a supplier
- Clean up your data template Are you and your colleagues new to ABC? Most likely you have a not of data clean up to do (correct supplier name, minimum stock levels etc)
Not sure which reports you want in your template. See our guide: Ten kick-ass ideas for reports
Most importantly: Go ask one of your colleagues who are to use your template: What do they need? Which reports, how should they look? Which dataslicers?
Choose the right dataslicer layout
Dataslicers is one of the most powerful tool in ABC Analyzer and Viewer. Make sure you choose the right dataslicer layout for your template.
Hide unwanted columns
Your colleagues do not need the 140 columns your raw data set contains. They will get lost and annoyed. Hide unwanted columns on your data tab AND in each of the reports before saving as a template
Hide columns on Data
- Click the cogwheel in the top right in "Data"
- Or right-click in the tab "Data"
Hide columns in reports
Find the tiny report icon, click the desired report and hide and/or arrange the columns in the pop op. Remember to save!
Arrange the columns in each report
Put the most used columns to the far left in your analysis.
- Drag the columns in the "Data" tab (click the column heading and drag)
- Lock columns by right-clicking and choose "lock"