Functional Specification — Implementation

Typical specification implementation document.
The following points should be cross-referenced with the Functional Specification document, and illustrate the methods used to achieve the goals detailed therein.

Primary Requirements

1. Transfer all existing functionality from Microsoft Excel 5 into Excel 97

Generic statement.

Secondary Requirements

2. Consolidate all historical information

Consolidate and export the data in the CSV format expected by the Microsoft Access database by iterating through archived Microsoft Excel 5 templates and pulling the information into the Access database.

3. Build a relational database (in Microsoft Access 97)

Generate relational structure comprising:

* Map Table 	- Country, Region, Sector, Team
* Team Table	- Team data
* Activity Table	- Map & Team data upload / dispersal timestamp

Down- / Up- Load data as text, delimited, comma-separated, leading zero, signed (as necessary).

Other functionality satisfied by SQL statement or functionally coded in VBA.

4. Create an E-mail facility

Tony Scout and James Caulder will determine the methodology, network data distribution and reception directories. The details of the hardware / software systems used will be set out by Tony Scout.

5. Create multiple Microsoft Excel templates

Columnar visibility (true / false) and cell range locking, hard-coded.

6. Change columns to reflect 01 Forecast / Action Plan / Actuals

Programmatic adjustments of relative formulae, cell and cell ranges. Current Year determined by data import. Cell titles adjusted by formulae. Current Year dependent.

7. Add Percentage Increase per Campaign column for Sales, Units, Average Unit

Sheet locational and programmatic adjustments of relative formulae, cell and cell ranges.

8. Merge Regent / Unison Sectors

Wesley Napier will generate a program.

9. Add Redland 2 and Reduce Redland Sectors

As 8 above.

10. Add Western Region and Restructure 

As 8 above.

11. Add separate Action Plan Column - visibility determined by template

Columnar visibility (true / false), template dependant, hard-coded.

12. Add Forecast locking facility

Protection of cell ranges - template dependant, hard-coded.

13. Add facility to view all Forecast columns side-by-side

Outline function activated by Toolbar or Menu Bar.

14. Add year-on-year comparisons sheets for Team, Unit, Sales by Team

Sheet locational and programmatic adjustments of relative formulae, cell and cell ranges.

15. Add auto-save facility

Add-in Excel function. Menu Bar activated as a toggle. The default setting will be enabled.

System Enhancements

16. Add Target Variance display

Dialog box, referencing Sector Sheet totals, activated by button, Toolbar or Menu Bar.

17. Add Graphing facility

Dialog box activated by Menu Bar option referencing cell ranges.
 
18. Add Global Forecast Residual Dispersal facility

Programmatic function, Menu Bar activated. Dialog box displaying exclusive option to select Team, Sales or Units. Unlocked Forecast cells will be totalled across all Teams. Nearest integer/percentage divisor will be applied to all cells until Sector total overshot. Workbook Save/Restore option to reinstate data.

Low Priority Features

These are deemed useful features and will be implemented once the system enhancements have been met. These will be completed after functional testing on the system and may fall outside the delivery deadline and contract period.

19. Rearrange Contributions Sheets

Manual, hard-coded.

20. Add data cascade (Forecast auto-populate) facility

Programmatic function, Menu Bar activated. Dialog box - Yes / No, Informative. Prior Year Actuals by Campaign incremented by required percentage. Overshoot ignored.
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