Tutorial (Import project)

In this section you will find instructions to test importing a project.

Note: this tutorial is designed to work with the sample projects, products and shelf tools delivered with PlanogramBuilder. If you have already deleted these sample items, you will need to modify the sample import file to use your own shelving and products.

Part 1

You will do a simple import from Excel to PlanogramBuilder.

1. Download the following file and save it on your desktop: sample_files/import_project/import_project_sample_source_file.xlsx
2. Launch PlanogramBuilder.
3. Make sure that PlanogramBuilder is set to the same language as this user guide.
4. Click on the tab named Import project to access this task.
5. Click on Import as new project on the bottom toolbar to open the file dialog.
6. Select and Open the file you downloaded at step 1 (project import sample input file.xls)
7. Click Yes in the warning box if you need to save your current project, otherwise click No.
8. Wait for the import to take place and see the results in the visual area.

Part 2

Now you will modify the Excel file to import and see the resulting changes in real-time. You must complete Part 1 of this tutorial before following this part.

1. In PlanogramBuilder, Import project, check Auto-reload.
2. Click No in the warning box: you don’t need to save the project imported at Part 1.
3. Click on Browse, select and open the file named project import sample input file.xlsx. You can already see the result of the import process in the visualization area.
4. Now launch your spreadsheet application and open the input file (project import sample input file.xlsx). Tip: Try to place PlanogramBuilder and your Spreadsheet application side-by-side on your screen or on two screens if you can. This will let you better see the results of changes you will bring.
5. In the spreadsheet, on line 3 (placement), change the value of Reference from fill width to left.
6. Save the Excel file. This will automatically update the placement of your items in PlanogramBuilder. You can see that all products are pushed to the left and there is some remaining space on the right of the shelves.
7. On line 21 (zv-0000000010), change the value of Facings high from 1 to 3 to stack more tomatoes.
8. Save the Excel file. This automatically updates the planogram layout in PlanogramBuilder according to the last changes made in Excel.
9. You can continue to test various changes in your spreadsheet, for example remove the line with project, which references sample empty bay. This will let PlanogramBuilder generate a bay automatically instead.