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Function documentationCalendar Control Elements

 

This section describes the various options you can use, when working in the calendar.

Features

  • Zoom

    Here you can select predefined time scales (week, month, quarter, half year, and year), which are displayed in the time axis of the graphical display area.

    Note Note

    When you perform a search, the system determines the time scale based on search results. For example, if all the marketing projects of a search result fall in the first quarter of a year, the quarter time scale is used.

    End of the note.

  • Split

    Here you can select pre-defined search queries to display information in the split calendar. This allows you to compare and contrast information that is displayed in the main calendar area. For example, if you select the Previous Year's Plan, which is available as part of standard delivery, the split calendar shows you what happened one year earlier given the same parameters as in the main calendar. You can create your own pre-defined search queries using a Business Add-In. For more information, see Customizing documentation for BAdI: Definition of Additional Split Search Options.

  • Templates

    These provide an easy way of creating marketing projects — drag and drop from the template area, to the main calendar area. The application automatically navigates to the Overview page of the corresponding object. Alternatively, in Customizing you can allow creation of marketing projects directly in the calendar.

    Note Note

    Once you select a template, the Split dropdown list box is rendered inactive. The template library is displayed below the main calendar area. You cannot create, edit, or delete templates in the template library.

    End of the note.

    • Campaign Template Library: Here you can use the advanced search function to find the required template.

    • My Campaign Templates: Displays all the campaign templates available in the My Campaign Template work center area. Here the default implementation searches for all campaign templates that the logged on user is responsible for. You can refine search criteria here. You can also change the default implementation. For more information, see Customizing documentation for BAdI: Modification of Template Searches.

    • Specifics for trade promotion:

      Trade Promotion Template Library: Here you can use the advanced search function to find the required template.

      My Trade Promotion Templates: Displays all the trade promotion templates available in the My Trade Promotion Template work center area. For more information about changing the default, see My Campaign Templates — above.

      My Account Templates: This option is enabled or disabled depending on whether you have entered an account as a criterion in the Advanced Search or Filter Search.

  • Show

    Here you can select options to display additional information such as additional date ranges and KPIs with respect to marketing projects. Once you select an option, the requested information appears in the form of appended bars, for all affected marketing objects.

    When you move a marketing project by dragging and dropping it along the time axis of the calendar, additional date ranges also shift automatically. You can change this. For more information, see Customizing documentation for BAdI: Definition of Additional Date Ranges That Remain Fixed.

    Specifics for trade promotion: In addition to date ranges and KPIs you can also display trade spends.

  • Color Scheme

    This allows you to color-code marketing projects that are displayed, based on criteria such as type, and status. For example, if you are tracking campaigns you can easily distinguish between campaigns that are completed or in progress, by color coding them according to status.

  • Filter By

    Here you select criteria to further filter search results in the graphical display area. For example, select Start of the navigation path Filter By Next navigation step Priority End of the navigation path, and then from the dropdown list box next to it, select a particular value, such as High. Only those marketing projects that have this priority, are displayed.

  • Legend

    This shows you what attribute each color in the color scheme stands for.

  • Export to Excel

    When you export calendar contents to a worksheet, it includes the following:

    • Displayed calendar structure, selected time scales, bars, including color and bar text, additional information appended to the bar, summary bars, displayed additional date ranges, split calendar, and the factory calendar

  • Print

    You can preview and print calendar details. This also includes the calendar time axis at the top of the page.

More Information

Working with the Calendar