Kitchen Example - Modifying

Transcript

Introduction

This presentation has 3 parts to it all related to making modifications which change or add to the number of pricing groups in the output. All of these will be illustrated using the, maybe slightly curious, idea of adding paint to the list of items which the kitchen company sells (to paint your kitchen, presumably). This paint will be sold by the litre, and you can see that I�ve already got a price list set up in an Excel spreadsheet over here, ready to go into QuSheet.

In the first part of this presentation, I will describe how you add a litre based pricing structure, and illustrate this using a Paint miscellaneous entry.

In the second part, I will show you how you could rename one of your existing groups to Paint � which is the easiest option if you happen to have a group which you no longer need.

In the third part, I will show you how to add a completely new group called Paint, leaving your existing groups as they are.

In each case, I will save the project file as kitchen m 1, 2 and 3, which you�ll then be able to download from QuSheet�s web site if you like.

Part 1

Ok � part 1: adding a liter based price structure. Here I am with the kitchen example that you�ve seen so far, and let me first save this as kitchen m 1, so I don�t lose my old one. Then the first thing I�m going to do is go over to the styles area under workbook and select underscore item line price per m (the one that�s used for meter).

Price per m (meter) is pretty similar to price per l (litre), so I�ll just clone this one and modify it. Note how the new name appears in italics in the drop-down list � this is to tell you that currently this particular style is not referenced from anywhere else in QuSheet (i.e. it�s orphaned). This will change in due course.

You�ll recall from the previous presentation that these styles are built from the _item line style, which sets the display unit for the last column. What we need to do here is change the display units for the first and second columns, which we can do just by changing the prefix texts from m to l (an abbreviation for litre).

Ok, that�s it � nothing else to do there. Next we need to go to the Tables area and define how we will identify litres in our units, which as you can see I�ve done here using this set of little tables beginning with �units�. I�ll create a new one here called �units � l� and stick an l in. The reason the last units table in the list is orphaned, by the way, is because �unit� is the default option so I don�t bother checking for it. I could actually just get rid of this table but I�ve left it in for completeness.

Next we need to create a heading to handle litres in the miscellaneous group � which is all we�re supporting in this part of the presentation. We already have a heading called �itemise misc (m)� as a template, so we�ll clone that to �itemise misc (l)� and then we�ll change the style on the second line to point to our new litres style. Note how we�re still orphaned here, by the way.

Finally we need to go to the �itemise misc� heading and slot our new one in. This heading follows a pattern you can see here � first we set the unit then we start checking it. If the unit hasn�t been set, we treat is as a fixed price. After that we compare against our various units tables and branch off to the various itemise headings respectively, finishing off with the UNIT version if we haven�t made any other match.

Each comparison uses three lines: a set, a comparison and a restart � so I�ll use SHIFT and click on the up arrow of the last line to add three blank lines just before the last line, like this.

The operator of these lines will come up with whatever operator was last set � it doesn�t matter, we�re going to over-ride it.

First line we do a SET on _unit with style z do not display.

Second line we do a COMPARISON, TEST =, with our new units � l, and again with a style z do not display.

Third line we do a RESTART if TRUE, with our new itemise l heading, explanation misc and style _total line.

And that�s it. If we look at our styles line you�ll see that our itemise per litre style is no longer orphaned, and if I go over to table additions I�ll demonstrate this by changing the flooring to paint, leave the quantity and price the same for now (note I�ve not yet put in any paint price tables � this is just to demonstrate litres), change the unit to l and generate.

Well � rather than get you to wait for that to happen, I�ll just show you the output � we now have $180 of paint, 20 litres at $9 per litre.

And that�s part 1 � which I�ll save. Part 2 is now all about changing the name of an existing group.

Part 2

Ok, so let�s start part 2 by saving our file again, to �kitchen m 2�, and then by getting rid of these three paint lines in the table additions area, because we now want to have a paint group with a proper list and prices just like the other ones. In this case we�re simply going to re-name our cabinet group to do this quickly and easily (and assuming we�re no longer interested in selling cabinets).

First stage is to do some renaming. Under Tables: The Price Table for Cabinet becomes the Price Table for Paint. Under Fields: rename cabinet to paint. Under Selectors, select cabinet becomes select paint. Then finally there are four to rename under headings: Item Cabinet (to Paint), Price Cabinet (again, to Paint), Itemise Cabinets (to Itemise Paints) and Total Cabinets (to Total Paints). We�re almost there now � as you can see, our renaming percolates throughout QuSheet, so everything in this itemise Paints area points to paints now. What we need to do now is change this style line from price per unit to price per litre and then go over to the TOP LEVEL heading and change this little bit of text from Cabinets to Paint (I�ll also click on the down arrow here to move the Paint line down a bit).

I�ll now quickly put in the price list for the paints, as I�ve shown you in the second presentation. First I�ll go over to the Price Table for Paint and get QuSheet to display the paint field (it isn�t because this table is empty right now). Move it to the left and re-size a bit, then go over to Excel and just do a straight copy and paste of the values (I�m not using the matrix pasting functionality because I don�t have multi-menus here, just a list of colours). Then I�ll go over to the Fields area and do the same thing.

Now I can go to my table additions and change these cabinet lines to a paint line. We don�t need a price line anymore because we�ve put a price list in. Select the paint colour, quantity and generate and we�ll get (here�s one I did earlier), this output over here.

And that�s part 2 done � so again, let me save this.

Part 3

Ok, part 3 then, which is all about creating a brand new group. I�m going to go back to where I was at the end of part 1, and this time I�m going to add a new group called Paint rather than rename Cabinets. This is going to look very similar to what I did in part 1 � i.e. I�m going to be cloning things � but on the headings and so on that you saw in part 2.

Let me start like I did with the other parts by saving this example as kitchen m 3, so I don�t mistakenly over-ride kitchen m 1. Then I�ll do as before and get rid of these three Paint lines here in Table Additions, because we�re no longer going to be showing Paint as a miscellaneous, and then go over to my workbook and start some adding and cloning.

I�ll need a Price Table � so I�ll just create a suitably named one. And a Field � so I�ll create that too.

Back to the table, I�ll make my paint field visibile. Move it to the left. Resize a bit. Go over to my Excel spreadsheet like I did before and bring across the prices into the Price Table (pause) and into the field. This is just as you saw with the last part but note I�m now putting my prices into a new table rather than a renamed old one.

Next I need to modify the DO NOT USE table. This basically gets used by the selectors to make sure that when you are looking at one group you don�t mistakenly pick up entries in another. I�ll make my paint field visible here again, and add in DO NOT USE for paints as well.

Now, my selectors. This is a slight pain in the neck, I�m afraid, but you need to make sure, first of all, that each selector has a line at the end for paint specifying DO NOT USE. You can do this (relatively) quickly by doing a control click on the down arrow of the last line with an arrow on to make a copy of that last line, then change the field name to paint. Five times, I�m afraid.

Now we need a selector for the paint itself. I�ll just clone this one to create Select Paint, and switch worktop and paint over so that we�re picking paints and not worktops.

Ok. Time for the headings now. I suggest we start by cloning Price Accessory to Price Paint first, like this, and then point it to the right Price Table.

Next we�ll clone item (accessory) to item (paint), like this. Change our two explanations here to paint, and change this forced set line here to point to our new Price Paint heading.

Next I suggest we clone Total Accessories to Total Paint, which is a nice straight forward one again, changing the add line to our new item (paint) with a selector equal to our new select paints.

Our last clone is Itemise Accessories to Itemise Paints. The second line, the set line, needs to be changed completely to point to paints now rather than accessories, and note how we change the style too so that it automatically uses a per litre basis.

All of our new stuff is still orphaned, as you can see, because we haven�t yet put it into the top level heading, which is the one that everything is driven from. So let�s sort that out now. If I do a control click on the down arrow on Itemise Accessories I will put it a copy of that line which I can then change to itemise my paints. Like that. Then I�ll do the same with the total line further down. Like this.

And we�re done. As you see if I go back to table additions I now have an extra column here for paint, and I�ll stick a bit of blue and a bit of red at the end here and show you what the new output looks like.

And there you go � all done.

Hope you found all that clear. Don�t forget there are other tutorials available from the support area on the web site, and I hope you enjoy using the product.