F.A.Q.

Making the most of Groups in your data

  • 15 August 2019
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Making the most of Groups in your data
Userlevel 5
  • Community Manager (Away)
  • 69 replies
Are you struggling to figure out the best way to set up grouping? This overview can explain the basic uses of this concept, give you some tips, and set you on your way to using groups to get good structure in your data.

Grouping can be used in a variety of ways depending on the needs of your model. When you set up your configuration, you can select to allow for grouping of various categories of data.

Essentially, a Group is any collection or subset of data that is useful to you. This allows you to assign values to all items in the group at once: cost or price, transportation lane, inventory levels, or anything else that makes sense in your model.

A few examples can help to explain this concept.

  • Transportation – A group of products (Product Group) can be sent from all plants in one region (Resource or Location Group) to all customers in one region (Customer or Location Group).
  • Sales Responsibility – A sales representative is responsible for a certain group of products (Product Group) sold to a group of Customers (Customer Group) in one region (Location Group).
  • Minimum Inventory – The total inventory of a group of products (Product Group) should be maintained at least at this value.
  • Production Cost – The cost of making a group of final products or components (Product Group) is the same.

Now we can discuss further what these groups might look like.

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