Get Started with Soley Desk

Welcome to the Get Started with Soley Desk page!

Here, you will find a real example of how to use Soley Desk, information on how to go further and use your own data, as well as many useful links to get a deeper understanding of the software.

Here are the steps you should follow for our example of using Soley Desk, with the Product Portfolio Analysis App. To get started quickly with Soley Desk, also check out demo videos on youtube. Click here to watch the video giving an introduction to the PPA app or here to learn how you can import your own data to the PPA app. In the following step by step guide, you will find links to the corresponding section of these demo videos. Let´s get started!

1) Start PPA-App

After downloading Soley Desk, open it as every other program. Click on the Product Portfolio Analysis (PPA) App in the category Soley Apps on the left, and a new window will pop up. This is how you start an app. No rocket science, is it?

Product Portfolio Analysis App
Soley Apps

Click here to get to the section of the youtube video describing how to start the PPA app in Soley Desk.

2) Run Analysis Workflows

On the right side of your window, you should now see  the Workflow Launcher. This is the Soley Desk cockpit for executing analysis workflows. Get started and run your first Workflow, “1.1 Import Data from Excel”, by double clicking or by clicking “Run” at the bottom of the Workflow Launcher.
Are you curious about getting deeper insights into the data? Then try out the other workflows as well to make the data reveal valuable information. You can have a look at the Description box, situated at the bottom of the Workflow Launcher, to get detailed information on what the workflow does.

Click here to get to the section of the youtube video describing how to run the import and analysis workflows.

3) Customize Views

You don’t like the way the graph looks? Let’s have a look at the modifications we can apply to views to make them fit your taste!
Run the workflow “2.2  ABC Analysis Based on Revenue”. Next, open the View Manager over the Tools Tab (Tools –> View Manager), in the top menu bar. It will appear on the right side.

In the View Manager, you find a list of all the node and edge classes present in the graph.
Delete the two node series in the category “Product” by clicking on the red cross. Next, click on “Add” and add a Bubble series for the node class “Products” in the View Manager Pad. A default bubble chart will appear on your screen. Let us give it a face lift.

To do this, click on the “Bubble series” in the View Manger and have a look at the Properties Pad on the bottom left side. This is where we define which attributes should be visualized and how the bubble chart should look like. Adjust the attributes by seting references to the attributes as shown in the table below.

Bubble size salesprice
Category name
Value salesvolume
Labels shown Activate the tick box
Label Text accShare
Legend Title Product: sales volume, sales price, accumulated share of revenue (bubble size)
Sort By salesvolume

To change the properties in the properties pad, click on the drop-down menu next to each property and select the attribute you want to be shown. If no drop-down menu is available, click on “…” next to the property name, and choose “Reference”. Then select your preferred attribute in the drop-down menu. In order to adapt the chart and axis titles, click on the canvas of the chart. Now, you can define the axis properties as well as the axis and chart titles, i.e. to the values in the table below.

Title Bubble Chart: Product Sales Analysis
Vertical Axis Title Sales Volume
Horizontal Axis Title Product Name

As you can see, Soley Desk provides a whole bouquet of options to adapt your data views according to your preferences.

Great, now you know how to get your data displayed from different perspectives, visualizing different attributes with different view types. Each view offers new insights into your data. Click here to get an overview of all view types Soley Desk and Soley Studio provide. You can edit the appearance of each view type by selecting a series of nodes or edges in the View Manager and adapting the properties in the properties pad.

 You have accomplished your first session. Scroll further if you want to read more!

4) Prepare Your Own Data

In order to analyze your own data with the Product Portfolio Analysis App, you have to use a certain structure in your Excel import file. To do this, you can just use the structure of the example we just used.

The import data file of this example is named Soley_PPA_ImportData.xlsx and can be found on your machine, following this directory C:\Users\YourName\AppData\Roaming\Soley\Soley Desk\apps\temp\ProductPortfolioAnalysis_App-1.0.3\Data
(just replace YourName with the Name of your Windows user profile).

Once you have opened the file, you will find some information on how to fill it in on the Start sheet.
Keep the structure of the template (the order of columns, like ID, then Name, then Sales Volumes etc.) and replace the data by your own data. Do not forget to fill in both the Product_Sales_Data and the Bill of Material sheets. Save the file, go back to Soley Desk to run the import workflow and proceed with applying the analysis workflows to your own data.

NOTE: If you save the file in another folder than the one indicated in the directory, just use the file picker of Workflow 1.1 in the PPA App to reference the path to the import file. You find the file picker (“…”-button next to “Part table filepath” and “Product table filepath”) in the Arguments section of the Workflow Launcher Pad.
Moreover, if you are using the Bill_of_Materials_SAP instead of the Bill_of_Materials, don’t forget to tick the box “Import BoM with level notation (SAP)” (also in the Arguments section).

Click here to get to the youtube video describing how to import your own data into the PPA app in further detail.

5) Import Your Data

In order to use your data in the PPA App, please use the Workflow 1.1.
Otherwise, if you want to be more flexible with the Import of with your data, you can also use the Import Dialog.
And did I mention the Modeling Elements Pad? You can model your graph by adding your nodes and edges manually, with a simple drag and drop!

6) Run Workflows on Your Data

After applying Workflow 1.1, you can now run the workflows in section 2 to analyze your product portfolio data:

  • Workflow 2.1 visualizes the product structure as a graph, and calculates multiple product portfolio KPIs, such as the carry-over-part (COP) ratio
  • Workflow 2.2 runs a simple ABC analysis based on the product revenues
  • Workflow 2.3 represents a scenario analysis and visualizes the effects of discontinuing C (+optional B)-products on the portfolio performance KPIs

7) Interpret Results

The outcomes of the workflows can be interpreted in different ways. They can help you to identify “weak” products with a low carry-over-part (COP) ratio and/ or low revenue (Workflow 2.1 and 2.2). You can simulate the impacts of phasing out those products (Workflow 2.3) or just get a deeper understanding how your products and their parts interact.

 

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