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Adding Aggregation Levels

The Aggregation view lists the revenue fields and aggregation levels that are used in the Summary view of a forecast. These aggregation levels are used to break down a forecast according to business requirements. For example, you might want a breakdown of revenue figures by Account by Product Line by Product.

For each field, you specify a level of aggregation in the hierarchy. Level 1 represents the highest level of aggregation, level 2 the next highest level, and so on. For example, to aggregate revenues by Account by Product Line by Product you define aggregation levels as shown in Table 9.

Table 9. Example of Aggregation Levels



Product Line




In the Forecast Summary view, the fields are displayed from left to right according to the defined aggregation level. The Date field is considered to be at level 0 and is always the left-most column. So for the example shown in the table, the columns from left to right would be Date, Account, Product Line, and Product, corresponding to levels 0, 1, 2, and 3 respectively.

There is no limit on the number of aggregation levels that you can define. However, only six levels are available out-of-the-box. For help with adding more levels, create a service request (SR) on OracleMetaLink 3. Alternatively, you can phone Global Customer Support directly to create a service request or get a status update on your current SR. Support phone numbers are listed on OracleMetaLink 3.

CAUTION:  The higher the number of aggregation levels, the greater the impact on system performance.

You can add new revenue fields as required, as described in Adding a Custom Field for Aggregation.

To add aggregation levels to a forecast series

  1. Navigate to the Administration - Forecast screen > Forecast Administration view.
  2. In the Forecast Series list, select a forecast series.
  3. Click the Aggregation view tab and add a new record. The fields are described in the following table.


    The aggregation field.


    The aggregation level for the field.

    Field Description

    A description of the field and aggregation level.

    Mapped Field

    The field of the Forecast Item Detail business component to which the value in the Field column is mapped.

  4. Click OK.

    The new aggregation levels are added.

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