Download Other       You will see that there is a header underneath the Menu Title. This allows you to preset the criteria for downloads, and who you want the data to belong to. Data Tag This shows you, and allows you to set, the name which the data will be gathered under centrally. This allows you to have several bits of information, but separated by different user names. This is required Client This presets a criteria for the downloads, and is optional. Start Week Date This presets a criteria for the downloads, and you will see that the week date is automatically populated when you enter a date. It is optional. End Week Date This presets a criteria for the downloads, and you will see that the week date is automatically populated when you enter a date. It is optional. Only get Data owned by this Client ticked limits the data to that owned by the client selected above, unticked all data meeting the criteria set, regardless of who owns it, will be gathered .   Download EPOS Data This takes you to where you can fine tune the criteria, and then download EPOS data . Download Causal Data This takes you to where you can fine tune the criteria, and then download Causal data . Data Downloaded Summary This takes you to where you can see summary of what Causal & EPOS Extract has already been downloaded. These will then be source from which you can pull data for the New Merge. This allows you to check reasonably quickly if the data you need has been downloaded. New Merge of Causal(Job) & EPOS Data This allows you to create a merge tied solely on Outlet ID's. It gets its data from the EPOS Extract Downloads and Causal data Downloads you have already done. Return to Downloads Menu This takes you back to the Downloads Menu     Download EPOS Data Return to Download Other This form reflects the preset criteria on the previous form. 4 criteria are required to do a download of EPOS data, most of which are preset on the previous form. Brand BEN is selected as the client, as a manufacturer, which means that the download will include data from all the brands which have BEN listed as the Manufacturer. Group There is no default group setting. Time Period 404 - 24 Sep 2007 is listed as the Start Week Date and 404 - 24 Sep 2007 is listed as the End Week Date. Destination Realize.mdb is the default destination, which in this case will be in a local table in Realize.mdb in C:\Program Files\Realize\, in this case tbl_local_epos_extract. This form is sub-divided to reflect these criteria.   Brand There are 2 ways you can define the brands you want to download, with a couple of tweaks available on top. You can select a client, which is the default, who can either be a manufacturer or an interested party. Manufacturer gets all the brands which list the selected client as their manufacturer. Interested Party gets all the brands which we have data about, where the owner of the data is the selected client.   You can also select any number of individual brands. If you have limited it to data owned by the client, you will only be offered brands which they own data of. To add a brand find it in the list of available brands, which is alphabetic, and then either double click it, or click the arrow pointing right. The right and left arrows will become available when it is appropriate. The arrow pointing left removes a brand from the selected list. The double arrow pointing left removes all the selected brands from the selected list. On the left of the list of available brands you will see an apply filter button and a remove filter button . These allow you to filter the list of available brands. When you click the apply filter button you will see this form appear. Select a client. To back out of this form just click Click the apply filter button , and the list of available brands will be a lot shorter. You will also see that the double arrow pointing right will now work. To see the original brands again just click the remove filter button .   Group You have 2 choices here, All, and Some, with Some as the default. If you want more than one group leave the default. Select each group you want to add, and either double click it, or click the arrow pointing right . It will not cause any problems if you only select one group. As soon as you have added at least one the arrow pointing leftwill be available to you to unselect a group. If you select All, before the data is gathered centrally, all the groups which we have data for the brands selected in the set time period will be found and the data for these groups will be gathered.   Time Period & Destination You will see that the dates you set on the previous form are automatically selected. If they were omitted before they will be blank. To change the start or end week date, just select a different one from the drop down lists The lists contain all historic week dates.   Last of all you need to select where you want the downloaded data to be saved. Your choices are Realize.mdb This saves the data in a local table in Realize.mdb in C:\Program Files\Realize\, in this case tbl_local_epos_extract. Fixed CSV This saves the data in a CSV file of fixed location C:\Program Files\Realize\, with a fixed name, in this case EPOSExtract.csv. This is the default CSV This saves the data in a CSV file identical to the created by Fixed CSV, but you will be asked for its name and location.   You may also want to change some miscellaneous settings Fast is ticked by default, and it means no pauses between actions sent to the server during the gathering of data. Untick this if you want to minimize the load on the server, but it will take longer. Empty Table is unticked by default, which means nothing is done. If you tick this the destination table in Realize.mdb will be emptied before you download the new data.   Once you are happy with all your choices click the lightening button .   You will get a message telling you how long the download took and how many records were downloaded. Once you have finished downloading the data you want, click and you will return to Download Other     Download Causal Data Return to Download Other This form reflects the preset criteria on the previous form, showing the jobs for the selected client which were run within the time period set. NB It is possible that there were no jobs for the selected client in the time period, so do not be concerned if there are no jobs shown when you open this form. All it means is that you need to change your criteria.   This form is divided into 3 sections. The top of the form shows available jobs, which you can filter. The middle shows the list of jobs selected. The bottom of the form is where you can choose where you want the causal data saved, and whether you want additional information included.   Top Section   The buttons along the top of the section allow you to sort the list of jobs and the order alternates between ascending and descending.   The lilac box near the bottom of the section shows the job description of the job which currently has focus.   You can filter the list of available jobs by the client, group and or job type using the drop down lists underneath the lilac box   You can filter the list of available jobs by the start and or end dates using the choices along the very bottom of the section This removes the filter This applies the filter When you find a job that you want to download the data for click the relevant , and it will appear in the middle section.   Middle Section   The buttons along the top of the section allow you to sort the list of jobs and the order alternates between ascending and descending.   The lilac box near the bottom of the section shows the job description of the job which currently has focus.   If you find that you have selected the wrong job you can unselect it by click the relevant   Bottom Section Once you are happy with the list of selected jobs, you need to choose where you want the data downloaded to. Realize.mdb This saves the data in a local table in Realize.mdb in C:\Program Files\Realize\, in this case tbl_local_causal_data. This is the default Fixed CSV File This saves the data in a CSV file of fixed location C:\Program Files\Realize\, with a fixed name, in this case CausalData.csv. CSV File This saves the data in a CSV file identical to the created by Fixed CSV File, but you will be asked for its name and location.   If you want History and Contact data included, which are gathered in response types 65 and 66 (102, 105, 106), tick this. This is only meaningful if at least one of the jobs selected contains questions with response type 65   Include EPOS and Opportunity This adds EPOS Volume, EPOS Sales, Uplift Volume, Uplift Sales, Product Opp Volume, Product Opp Sales, Brand Opp Volume and Brand Opp Sales. Include Rep This adds Rep ID and Rep Code. This is only worth while if Storecheck Reps did the job.   Fast This is ticked by default, and it means no pauses between actions sent to the server during the gathering of data. Untick this if you want to minimize the load on the server, but it will take longer. Empty Table This is unticked by default, which means nothing is done. If you tick this the destination table in Realize.mdb will be emptied before you download the new data.   It is worth checking all your criteria at this stage, and then if you are happy with your selections click . Once you have finished downloading the data you want, click and you will return to Download Other     Data Downloaded Summary Return to Download Other This form is purely a display of what you have already downloaded, nothing more. This data is the basis which the New Merge draws from, so it is useful to check this before you do a New Merge. This shows the jobs which have been downloaded using the Causal Data Download. This shows the weekdates by store group and brand which have been downloaded using the EPOS Extract Download. This shows the products by brand which have been downloaded using the EPOS Extract Download. Once you have finished checking what downloaded data you have, click and you will return to Download Other     New Merge of Causal(Job) & EPOS Data Return to Download Other You need to select the questions from the jobs which have already been downloaded. Questions which are not associated with a product are usually superfluous in a new merge for example. You might only be interested in one question, which was asked in several jobs.   Select Questions One Row shows you a list of the questions available where all the information about the question is shown on a single row, a wide single row. NB this form has both a horizontal and a vertical scroll.   Select Questions Multi Row shows you a list of the questions available where all the information about the question is shown on several rows. This allows you to see all the information about a question at a time, but fewer questions.   The buttons on Select Questions One Row and Select Questions Multi Row look the same and do the same things. These buttons allow you to sort the questions in alternating ascending and descending order. These allow you to filter the questions on whether they have products or whether they have been selected/choosen. Once you have finished selecting questions, click and return to Merge   Once you have selected the questions you then need to select the EPOS data, and choose Control Weeks, so click Select EPOS Data and you will get something like this. You will notice that there are already a number of sets of EPOS data which are already selected. These are a reaction to the questions you have already selected. This is why you should select the questions before you select EPOS. No Control Weeks are automatically selected though. It is recommended that you set the first week or 2 as control weeks which are selected for the merge for each Brand and Group combination which is applicable. You may choose to unselect the weeks from the merge which are to act as control weeks. On the main form for the New Merge you have the option of using the control weeks selected here, or using permanent Control Data. On the right hand of this form it shows whether the brands have this permanent control data. Once you have finished selecting EPOS Data and setting Control Weeks, or deciding that you can use permanent Control Data, click and return to Merge   If you want the merge to use the control weeks you've just selected in Select EPOS Data, click If you want the merge to use the permanent control data you've just selected in Select EPOS Data, click   After a length of time you should get a message like this. The results of this merge can be found in tbl_new_merge in Realize.mdb in C:\Program Files\Realize\   Once you have finished with the New Merge, click and you will return to Download Other   ©Storecheck Marketing Ltd, 2007 No part of this document may be reproduced without express permission in writing from the Managing Director of Storecheck Marketing Ltd