We will design a simple document to support monthly sales planning for a lemonade store (4 salespeople, 2 products) in this series of tutorials. We will create a basic hypersheet for tracking the number of sold items per product in the first part of the tutorial.

Create a new document

Let's start with an empty document

  1. Open the Egeria application and click the 'Start a new document' button at the top of the landing page

  2. You should see an empty untitled document now. Let's give it a name by typing 'Lemonade store' in the text box at the top left corner

Setup the 'Product' axis

We will start by creating the 'Product' axis for our spreadsheet. Our company sells only two products: lemonade and bubble gum.

  1. Double-click the 'Axis A' handle to open the axis screen.

  2. Change the shortcut from 'A' to 'P' (for product). Set the caption to 'Product'. Give the first 2 axis elements the names 'Lemonade' and 'Bubble gum'.

  3. Delete the last element as we don't need it. Right click on a cell from the last row and choose the 'Delete row...' from the context menu. Click 'Yes' to confirm.

  4. Click 'Back' button at the top left corner to return to the worksheet view.

Setup the 'Month' axis

'Month' axis will contain the 12 months

  1. Double-click the 'Axis B' handle to open the axis screen.

  2. Change the shortcut from 'B' to 'M' (for months). Rename the 'Axis B' to 'Month'.

  3. We only have 3 elements in this axis, but we need 12. So lets add the missing 9. Right-click on a cell in the last row to access the context menu and choose 'Add row ...'

  4. Add elements dialog will show up. Type 9 into the 'Number of rows to add' field and press 'Add'.

  5. The axis should have 12 elements now. You can give them proper month names and press 'Back' to return to the worksheet screen.

Setup the 'Salesperson' axis

Let's say that we have 2 lemonade stands (on 1st Street and 2nd Street) with 2 people working in shifts at each stand. Jonny and Mary work at 1st Street. Billy and Maggy work at the 2nd Street

  1. Now we need to add a new axis to our hypersheet. Click on the 'Hypersheet' button and choose 'Add axis'.

  2. As there are no axis, which are not already added to the hypersheet, the only option is to create a new one. Click OK to confirm.

  3. 'Axis C' has been created and added to the hypersheet. It is displayed as a filter by default. Doubleclick on it's label to open the axis screen.

  4. Change the shortcut from 'C' to 'S' (for salesperson). Rename the 'Axis C' to 'Salesperson'.

  5. We will use the 'Hierarchy mode' for this axis to group the salespeople by the stand they are working at. Toggle the 'Hierarchy mode' switch and confirm with OK.

  6. Add 3 new elements via the context menu and give them names as shown on the screenshot.

  7. Now assign the people to their stands using the dropdowns in the 'Parent element' column.

  8. We will need an aggregation formula to sum the sales over the Salesperson axis. Click the 'Create aggregation formula' button.

  9. An aggregation function dialog will appear. Leave 'Sum' as the selected aggregation function and click 'Create'

  10. Click 'Back' button at the top left corner to return to the worksheet view.

Fill the hypersheet with values

We have a hypersheet with 3 dimensions now. Let's put in some numbers.

  1. As you we have products as columns, months as rows and salesperson as filters. The 'Total' salesperson element is selected and the cells are all grayed out, because our aggregation formula prevents the user from changing values on the total element. Click the 'Salesperson' dropdown and choose Jonny first.

  2. The 'Jonny' element is editable, because it is on the lowest level of hierarchy. Type in some values as shown on the screenshot

  3. Repeat the last step for the other 3 salespeople.

  4. Now select the 'Total' element again and check that the sum have been computed correctly.

Save the result locally

We are done with the first part of the tutorial. Let's download the current state of the document.

  1. Choose Menu->File->Download document. The 'Lemonade store.egeria' file contains all the work we have done so far. It can be re-imported as a new document using the 'Upload a document' button on the landing page.