OPERA / FIDELIO PMS

Segmentation 2015 Translation Tool

Global Revenue Management

Document control
Changes registration
DEPARTMENT: Global Revenue Management
TITLE: Segmentation 2015 Translation TOOL OPERA / FIDELIO PMS
CREATION DATE: 18.07.2014
LAST MODIFICATION: 18.07.2014
REVENUE TEAM: General Manager, Area Revenue Manager, Revenue Manager, Sales
Manager

Index
1.

Introduction. ........................................................................................................... 4
1.1.
1.2.

2.

Report Import Configuration. ........................................................................... 4

Report Export to Excel .................................................................................... 9

Using the converter tool. ...................................................................................... 13

2.1.
2.2.
2.3.
2.4.
2.5.
2.6.

Input data. .................................................................................................... 13

Updating the Pivot Table............................................................................... 14
Working with the pivot table. ......................................................................... 15
Analyzing specific data: ................................................................................ 17
Saving the monthly data. .............................................................................. 18
How to delete data to restart the Tool. .......................................................... 18

1. INTRODUCTION.
1.1. Report Import Configuration.
You need to have the file RateCodeStatistics_v2.osr which is going to be delivered to
you with the Segmentation 2015 tool. Please copy it into your Windows Desktop
Then you need to access CONFIGURATION:

From CONFIGURATION access to: Report Setup

Reports

Then here you need to click NEW

Fulfill the fields as it is shown:

Then press Customize:

Then press Import and now you need to select the file RateCodeStatistics_v2.osr
which was copied to your desktop previously:

Then press UPLOAD:

Press OK:

Press Close:

Now is in the OPERA Reports:

1.2. Report Export to Excel

To export any report to excel, you need to follow the following steps:
-

Select Print to File and select XML typeyou can select other, but
normally this is the one that gives you better results.

Then select the filters you need for the report and press FILE

The File with an .xml extension will be generated:

Then is time to access EXCEL to import the file. We go to the menu DATA and Select
XML Data input:

10

Select&Open the XML file:

Press Accept:

No modifications and Accept

11

And the Excel has been updated:

Sometimes, it depends on the EXCEL version and configuration, the column titles are
not displayed properly:

These are the corrects Ones:

12

2. Using the converter tool.

2.1. Input data.
Once we have the excel data file from Opera, we have to select the data we want
to introduce into the converter tool. You only have to copy the data from cell A2 to the
last one. Remember to avoid the first row that includes column names.
NOTE: If the sheet contains data already, please, go to section 2.6.

Now you can paste the data into the Input data sheet in the Tool. For this you
have to do it at cell A2 using the following method:

Home

Paste

Paste Special

As Text

13

2.2. Updating the Pivot Table.

Finally, on Conversion Result sheet you have to update the pivot table. For that
you need to click in one cell of the table and use ALT+F5, or you can use the button
Refresh on the Options list in the PivotTable Tools.

14

2.3. Working with the pivot table.

Once we have the pivot table updated we will have a dynamic table with the
following structure:

1. There is an indicator of the number of records introduced on the Input data

sheet. It would be advisable to check the number of registrations with the
row data number of the query.
2. Each field has its own pull-down menu where you can select the data in
which you are interested the most, and you want to analyze.

To obtain more information you can select the Pivot Table Field list from the
pivot table, which will open a menu on the left where you can choose the rest of the
variables extracted on the query, such as ADR, bed nights, intermediaries, etc.

15

For adding any of those fields, you just have to drag it to one of the four areas
below. If you take a look of the distribution of those four areas you can have an idea of
how the new field will be open.

16

2.4. Analyzing specific data:

The most likely thing will be that your hotel has an option named No segment on
the Segment pull-down menu. There are the rates extracted on the query that doesnt
match with any new segment. To find out which are the number behind, just click twice
on the number and a new sheet will be open:

This is how it looks the new sheet opened with the data corresponding to the
number you want to analyze.

17

2.5. Saving the monthly data.

Once we have all the month data translated to the New Segmentation
2015, it would be advisable to save a copy. For that, you only need to save a
copy on your computer by renaming the file:

Segmentation 2015 Translation Tool SIHOT HOTEL_MONTH.xls

2.6. How to delete data to restart the Tool.

In case you want to delete the data you only have to delete ALL data from INPUT
DATA sheet, from column A to N, avoiding the first row which include the column
names:

18