Increase Performance of the Aggregate Collected Planning Data Scheduled Process When Run in Net Change Mode

If you're using the Plan at Flexible Levels for the Customer Dimension feature, introduced in the 24A update, data collected at the customer site level is aggregated to the level you want to plan at in the customer dimension. Previously, you could only run the collection process in a targeted mode that reaggregated the entire data set after each collection, which can potentially take a long time. You can now use net change mode. This mode reduces your planning cycle time and runs faster because it reaggregates only the subset of data that changed.

The Aggregate Collected Planning Data scheduled process was introduced in the 24A update as part of the Plan at Flexible Levels for the Customer Dimension feature. This process is run after collections to aggregate and store collected measure data at the levels specified in your planning level profiles. This aggregated data is then used during the Refresh with Current Data step of a plan run for demand plans with planning level profiles selected.

Aggregate Collected Planning Data page

Aggregate Collected Planning Data Page with Choices for the Type Field

Previously the Aggregate Collected Planning Data scheduled process always ran in Targeted mode. This meant than when new measure data was collected, the process reaggregated all existing collected data, not just the newly collected data.

The process has been enhanced to allow the selection of Targeted or Net change mode. The default is Targeted.

Now, when the Aggregate Collected Planning Data process is run in Net change mode, it will reaggregate only measure data that has changed since the last time the process was run.

In the case of incremental collection of measure data, running the Aggregate Collected Planning Data process in Net change mode will result in shorter run times as compared to running in Targeted mode.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

In addition to enhancing the Aggregate Collected Planning Data scheduled process, the existing Orchestrate Refresh Measures Processes scheduled process has also been enhanced. This process is used to perform an incremental refresh of plan data. Previously the process couldn’t be used for Demand Plans with a planning level profile. Now that it’s been enhanced, it can be used for these types of plans.

Key Resources

  • Oracle Cloud Readiness > Demand Management
    • Plan At Flexible Levels for the Customer Dimension (update 24A)
  • Oracle Cloud Readiness > Sales and Operations Planning
    • Refresh Collected Measure Data (update 22B)

Access Requirements

There are no new roles or security privileges needed to access this feature.

  • Users who currently have access to the Aggregate Collected Planning Data scheduled process will automatically be able to use this feature.

Users who are assigned a configured job role that contains these privileges can access this feature:

  • Edit Planning Level Profiles (MSC_EDIT_PLANNING_LEVEL_PROFILES_PRIV)
  • View Planning Level Profiles (MSC_VIEW_PLANNING_LEVEL_PROFILES_PRIV)
  • Edit Plan Options (MSC_EDIT_PLAN_OPTIONS_PRIV)
  • Run Plan with Snapshot (MSC_RUN_PLAN_WITH_SNAPSHOT_PRIV)

These privileges were available prior to this update.