Oracle Demand Planning Implementation and User's Guide

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Preface

Demand Planning Overview

About Oracle Demand Planning

Demand Planning Architecture

Planning Cycle

Demand Planning Roles

Demand Planning Setup

Setup Instances

Setup Data Collections

Setup Demand Planning Dimensions

Setup Demand Planning Hierarchies

Setup Demand Planning Levels

Setup Demand Planning Hierarchy Levels

Setup Profile Options

Demand Planning Setup Procedures

Flexible Data Streams

About Flexible Data Streams

Flexible Data Stream User Procedures

Uploading Flexible Data Streams

Attributes of Staging and Fact tables

Staging the data using SQL*Loader

Impact of Custom Data Streams on Hierarchy and Fact Views

Data Collection

About Data Collection

Procedure for Collecting Data

Graphical Display of Hierarchies

Pulling Data into Fact Tables

Net Change

Integrating Legacy Data

Data Validation

About Data Validation

Overview of Data Validation Programs

Audit Fact

Level Value Audit

Setting Up the Audit Query

Events

About Events

Business Applications

Promotions

New Product Introductions and Cannibalization

Product Phase Outs

Events Calendar

Defining a Demand Plan

About defining a Demand Plan

Procedure to define a Demand Plan

Demand Planning Administration

Building a New Demand Plan

About the Stages in the Planning Cycle

Downloading Data from the Planning Server (Stage 1)

Populating Measures (Stage 2)

After you populate measures

Distributing to Planners (Stage 3)

Collecting Data from Planners (Stage 4)

Uploading Measures to the Planning Server (Stage 5)

Automating the Planning Cycle

Viewing the Batch Log

Administering OLAP Sessions

Publishing Forecast Data Back to the Source

Using Forecast Data for Advanced Planning

Renewing the Forecasting Cycle

Archiving and Restoring Demand Plans

Demand Plan Administration: Setting Up the User Environment

About Setting Up the User Environment

Measures

Calculating Dependent Demand for Input Parameters

Collaboration History

Environment for Planners and Demand Plan Manager

Logging In as a Planner or Demand Plan Manager

Exiting Demand Planning

Using Worksheets

About Worksheets

Creating Worksheets

The Multi-Document Workspace

Opening Worksheets

Default Document Layout

Selecting Data for Worksheets

Arranging and Viewing Data in Worksheets

Viewing Events for Measures in Worksheets

Modifying Data in Worksheets

Formatting Worksheets

Printing Worksheets

Saving Worksheets

Exporting Data from Worksheets

Closing Worksheets

Renaming Worksheets

Viewing Worksheet Properties

Deleting Worksheets

Preserving Forecast Adjustments

Persistent Forecast Adjustments

Why Preserve Forecast Adjustments?

Designating Data as Cycle Persistent

Standard Versus Persistent Locks

Cycle-Persistent Locks and the Planning Process

Copying Data and Locks to Another Measure

Accessing Advanced Locking Functionality

Making Your Data Cycle-Persistent

Applying Persistent Locks in Worksheets

Removing Persistent Locks in Worksheets

Using Standard Locks in Your Worksheets

Resolving Locking Conflicts

Preserving Locked Data for Submission to the Planning Manager

Applying Previous Adjustments to New Planning Cycles

Distributing Adjusted Forecasts with Cycle-Persistent Data

Using the Planning Percentages Worksheet

About the Planning Percentages Worksheet

Opening the Planning Percentages Worksheet

Setting up the Planning Percentages Worksheet

Changing the Layout to Enhance Analysis

Display and Calculations in the Planning Percentages Worksheet

Calculating Dependent and Total Revenues

Reusing Planning Percentages

Modifying Data in the Planning Percentages Worksheet

Displaying Parent and Child Values in the Worksheet

Saving Data in the Planning Percentages Worksheet

Printing the Planning Percentages Worksheet

Exporting Data from the Planning Percentage Worksheet

Planning Percentage Usability Enhancements

Closing the Planning Percentages Worksheet

Using Ad Hoc Reports

About Ad Hoc Reports

Creating Ad Hoc Reports

Displaying Multiple Documents

Opening Ad Hoc Reports

Selecting Data for Ad Hoc Reports

Arranging and Viewing Data in Ad Hoc Reports

Creating Ranking/Exception Reports

Viewing Events for Measures in Ad Hoc Reports

Formatting Ad Hoc Reports

Formatting Ad Hoc Reports Based on Data Conditions (Color Coding)

Printing Ad Hoc Reports

Saving Ad Hoc Reports

Copying Data from Ad Hoc Reports

Exporting Data from Ad Hoc Reports

Closing Ad Hoc Reports

Renaming Ad Hoc Reports

Viewing Ad Hoc Report Properties

Deleting Ad Hoc Reports

Using Ad Hoc Graphs

About Ad Hoc Graphs

Creating Ad Hoc Graphs

Displaying Multiple Documents

Opening Ad Hoc Graphs

Selecting Data for Ad Hoc Graphs

Arranging and Viewing Data in Ad Hoc Graphs

Formatting Ad Hoc Graphs

Printing Ad Hoc Graphs

Saving Ad Hoc Graphs

Exporting Data from Ad Hoc Graphs

Closing Ad Hoc Graphs

Renaming Ad Hoc Graphs

Viewing Ad Hoc Graph Properties

Deleting Ad Hoc Graphs

Using Predefined Reports

About Predefined Reports

Comparison Accuracy Document

Aged Accuracy Document

Other Predefined Reports

Opening Predefined Reports

Changing Data in Predefined Reports

Viewing Data in Predefined Reports

Printing Predefined Reports

Copying Data from Predefined Reports

Exporting Data from Predefined Reports

Closing Predefined Reports

Working with Measures

About Measures

Types of Measures

Creating Forecast Measures

Creating Combination Forecast Measures

Averaging Existing Percentages to Forecasting Levels

Copying Planning Percentages

Creating Simple Copy Measures

Creating Copy Multiple Measures

Creating Accuracy Measures

Creating Formula Measures

Editing Measures

Renaming Measures

Viewing Measure Properties

Deleting Measures

Importing Data into a Measure from a Flat File

Working with Events

About Events

Creating Promotion Events

Creating Product Introduction Events

New Product Introduction Event Allocation

Creating Product Phase out Events

Modifying Events

Viewing Event Properties

Deleting Events

Applying Events to Measures

Using the Events Calendar

Working with Custom Aggregates

About Custom Aggregates

Defining Custom Aggregates

Applying Custom Aggregates to Open Documents

Editing Custom Aggregates

Renaming Custom Aggregates

Viewing Custom Aggregate Properties

Deleting Custom Aggregates

Working with Saved Selections

About Saved Selections

Defining Saved Selections

Applying Saved Selections to Open Documents

Editing Saved Selections

Renaming Saved Selections

Viewing Saved Selection Properties

Deleting Saved Selections

Working with Document Folders

About Folders

Creating Folders

Adding Documents to Folders

Moving Documents Between Folders

Copying Documents to Folders

Changing the Order of Documents in Folders

Deleting Documents from Folders

Renaming Folders

Viewing Folder Properties

Deleting Folders

Selecting Data

About Selecting Data

Selecting Values From a List

Selecting Values by Level

Selecting Values by Family Relationship

Selecting Values by Attribute

Selecting Values that Match a Character String

Selecting Values that Meet a Value Condition

Selecting Values that Meet a Measure Condition

Selecting Top and Bottom Values

Selecting Time Values by Range

Sorting Selected Values

Saving Value Selections

Sharing Data

About Sharing Data

Sharing Demand Planning Objects

Sending Measures

Notifications About Collaboration Measures

Receiving Measures

Viewing Collaboration History

Selecting Measures to Submit or Upload

About Scenarios

Demand Planner: Selecting Measures to Submit

Demand Plan Manager: Selecting Measures to Upload

Automating the Submissions Process

Viewing Scenario Properties

Working with Alerts and Notifications

Manually Running Alerts

Renaming Alerts

Viewing Alert Properties

Deleting Alerts

Working with Notifications

Advanced Topics

Customizing Demand Planning hierarchies

Organization Hierarchy Views

Multiple Step UOM Conversion

Using Sales Forecasts and Opportunities

Forecasting for Service Parts

Line of Business-Specific Demand Plans

Forecast by Demand Class

Reference: Stored Measure Options

Forecast Methods

Measure Property: Unit of Measure Association

Effect of Events on Measures

How Demand Planning Uses Oracle Workflow

Overview of Workflow

Prerequisites for Using Workflow with Oracle Demand Planning

Workflow Processes Within the Demand Planning Cycle

Profile Options

Demand Planning Profile Options

Main Planning Profile Options

Glossary

Index

Oracle Demand Planning Implementation and User's Guide

Contents