You can export the planogram to Excel, where you’ll see not only an image of the planogram but also the products it contains. You can customize the appearance of all the tables in the exported file, choosing which attributes to display, the table’s color, and so on.

Where can you export a planogram to Excel?

You can export the planogram to Excel using the button above the planogram.

Export to Excel

Structure of the exported file

The exported file can be divided into 3 sections (depending on the settings):

• • Planogram - Contains an image of the planogram.
  • Products - Contains a table of products.
  • Shelves - Contains a table of products in which the products are organized by shelf, and the structure of this table corresponds to the structure of the planogram.Thus, each row in the Excel table represents a single shelf, and the products are listed from left to right in the same order as in the planogram.

Exported file - Planogram

Exported file - Products

Exported file - Shelves

Global vs User Settings

You can configure the appearance of the exported file in two places within Quant.

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  • Quant Explorer Menu / Options / Global Settings / Planogram XLSX Export Settings – this setting applies to all users in Quant who have not set their own configuration for exporting to Excel in their user preferences.
  • Quant Explorer Menu / Options / User Preferences / Planogram XLSX Export Settings – if the global settings do not suit you, you can set your own configuration for exporting to Excel, which will apply only to you. Other users will continue to export planograms to Excel using the format set in the global settings unless they set their own configuration in their user preferences.

Global vs User export settings

To use the Excel export configuration set in the User Preferences, you must select that configuration here and use an own value (green icon).

Export Settings

If you go to the Planogram XLSX Export Settings, whether from the Global Settings or User Preferences (see the previous image), you will be able to customize the appearance of the exported file.

In the left-hand table, you must select the configuration you want to use for the export. If you have already created one, simply check the box next to that configuration and click OK. The configuration you selected will then be exported.

However, you can also create a new configuration here by clicking the New button.

In the right-hand section, you can configure the properties for the selected configuration and set various properties for the exported file (which columns you want to see, what color should be used, etc.).

Configuration Settings

The properties are divided into four sections:

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  • Basic - In this section, you configure properties that apply to the entire file.
  • Planogram Picture Sheet - Here, you specify whether to include the planogram image in the export (the first sheet of the export).
  • Shelves Table Sheet - Here you set properties related to the table with an overview of individual shelves (the third sheet of the export).
  • Product Table Sheet - Here you set properties related to the product table (the second sheet of the export).

Basic

In this section, you can configure settings that apply to the entire file:

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  • Name - Enter a name for the configuration here so you can identify it at any time.
  • Use Fixture Name as Sheet Name - If you check this box, the fixture name will appear in the title of each sheet.
  • Print Settings - Here you can select the paper size, page layout, and print margins.

Basic configuration settings

Shelves Table Sheet

In this section, you can configure settings related to the shelf overview table (the third sheet in the export).

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  • Include Sheet - Here, you can choose whether to include the shelf overview sheet in the export.
  • Include Planogram Picture - You can specify whether the planogram image will be included in the shelf overview sheet.

Shelves Table Sheet 

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  • Shelves Table Configuration - In these properties, you can set the style for the table (font color, background color, alignment, font style, etc.). The table style is always applied to a specific section of the table.
    • Name - Enter a name for the configuration.
    • Product Cell Content - Add the attributes you want to display for each product here.
    • Add Fixture Name - If you check this box, the fixture name will be added to the top of the sheet.
    • Add Date - Adds the current date and time of the export to the sheet.
    • Split Shelves - If you check this box, an additional blank row will be created between individual shelves.

Display the fixture name and date

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    • Shelf Label Beside Table - Specify whether the shelf header with the product list will appear on the same row as the products, or on a separate row above them.
    • Show All Product Packages- If you check this option, each package will be displayed separately in the export.

Shelf Label Settings

Product Table Sheet

Here you can configure the settings for the product table (the second sheet in the export).

If you click on the Product Table Configuration row, you will be redirected to a new window where you can set all properties for the product table. Here you can configure various properties for the product table, such as which columns should appear in it, whether you want to display cumulative values, or what color the cells in the table should be, as well as the font and similar settings.

You can also set the following:

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  • Include Sheet - Here, select whether you want the sheet containing the product table to be included in the export.
  • Include Planogram Picture - Specify whether the planogram image will be included in the sheet containing the product table.

Product Table Sheet

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  • Product Table Configuration
    • Name - Enter the name of the configuration.
    • Columns- Click in this row to select the columns you want to display in the table.
      1. On the left is a list of all attributes that can appear in the table.
      2. In the middle are the attributes that will be included in the export.
      3. Use the arrows to add, remove and reorder attributes.
      4. On the right is the properties panel, where you can edit the properties of the selected attribute.
      5. After selecting a specific attribute, you can configure additional properties, such as:
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           • Vertical Column Name - Displays the column name vertically.
           • Own Column Name - Here you can set a column name different from the name of the attribute itself.
           • Column Width - Allows you to set a custom width for the column. The width of the column will then be adjusted proportionally based on the width of the entire table on the page.
           • Cumulate Values - If you check this box, values for this attribute will be summed if the product appears multiple times in the planogram and you set the cummulation level to Planogram or Shelf.
           • Sub Totals - The sum of all values for the given attribute is displayed for each shelf.
           • Totals - The total sum of values for this attribute is displayed.

Attribute Settings

Basic Attribute Settings

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    • Cumulation Level - Here you can set how products in the table should be aggregated if they appear multiple times in the planogram:
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        • Block - If the same product block appears twice on a single shelf, it will be displayed on two rows in Excel.
        • Shelf - If the same product block appears twice on a single shelf, it will be displayed on a single row in Excel. If the Cumulate Values checkbox is selected in the product’s properties, the totals for both occurrences of this product will be displayed. If the Cumulate Values checkbox is not selected, the value for the first occurrence of this product will be displayed.
        • Planogram - If the same product block appears twice on the first shelf and also appears once on the second shelf, it will be displayed in a single row in Excel. If the Cumulate Values checkbox is selected in the product's properties, the totals for both occurrences of this product will be displayed. If the product does not have the Cumulate Values checkbox selected, the value for the first occurrence of this product will be displayed.

We have a planogram that includes a block with the same products three times - twice on the first shelf and one on the second shelf.

PlanogramIf we select the Block Cumulation Level, all occurrences in the given planogram will be listed - so the file will contain 3 rows for this product:

Block Cumulation LevelIf the Cumulation Level is set to Shelf, this means that the file will contain at most one row for each shelf containing that product. At the same time, we can see that the values for this product on the first shelf are summed (e.g. Height).

Shelf Cumulation LevelIf the Cumulation Level is Planogram, only one row containing the same product may appear within a single planogram. 

Planogram Cumulation Level

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    • Totals - If you check this box, a total row will appear in the file.
    • Split Before - If you check this box, a blank row will be inserted before the total row.

Product Totals

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  • Shelf Totals - A subtotal row is created for each shelf.
  • Split After - Inserts a blank row after the shelf total row.
  • Split Before - Inserts a blank row before the shelf total row.

Shelf Totals

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    • Shelf Header Content - For each shelf, you can display a row containing useful information (e.g., shelf height, beam height, etc.). If you click on this row, you can then use the Content row in the properties panel on the right to specify which attributes you want to display in the row.

Shelf Header ContentShelf Header ContentHeader in Excel

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  • Style  - Table, Header, Content, Shelf Totals, Totals, Fixture Name

In these properties, you can set the style for the table (font color, background color, alignment, font style, etc.).

The Table Style applies to the entire table. Other styles (headers, content, fixtures, etc.) always apply to specific parts of the table and take precedence over the general settings in the Style table properties.

Table Style Properties