4Planning Analytics

This chapter contains the following:

Configuring planning dimensions and hierarchies on the Configure Planning Analytics page is a key setup to use the analytics in Supply Chain Planning work areas. It has a unified dimensional hierarchy for various uses. Depending on your security privilege, you can also open the Configure Planning Analytics page from the Setup and Maintenance work area by selecting the following:

  • Offering: Supply Chain Planning

  • Functional Area: Supply Chain Planning Configuration

  • Task: Configure Planning Analytics

To run plans successfully, you must complete the following Configure Planning Analytics tasks:

  • Set Up Dimension Catalogs

  • Set Up Measure Catalogs

  • Set Up Levels and Attributes

You can use the default hierarchies for most of the dimensions.

If the default product catalog named Product is not collected, then you must select at least one product hierarchy. If a default product catalog is collected, then the predefined Product hierarchy is selected as a product hierarchy by default. You can optionally add or change the product hierarchy. You must include at least one product hierarchy when creating a dimension catalog.

On the Configure Planning Analytics page, Levels and Attributes tab, you can configure your planning table and graphs to display descriptions instead of codes for the following entities: Items, Organizations, Resource, Work Center, and Work Area.

To run plans successfully, you must set up dimensions and dimension catalogs, measure catalogs, and levels and attributes. You can open the Configure Planning Analytics task from one of the Supply Chain Planning work areas. Depending on your security privilege, you can also open the Configure Planning Analytics page from the Setup and Maintenance work area.

Note: Default Catalog is the name of the predefined dimension catalog. It contains predefined hierarchies. Oracle recommends that you make a copy of the Default Catalog if changes are required, instead of editing the default catalog.

To configure planning analytics:

  1. In the Navigator, click one of the Supply Chain Planning work areas or click the Setup and Maintenance work area.

    • If you clicked one of the Supply Chain Planning work areas, do the following:

      1. Click the Tasks panel tab.

      2. In the Tasks panel drawer, click the Configure Planning Analytics link.

    • If you clicked the Setup and Maintenance work area, select the following:

      • Offering: Supply Chain Planning

      • Functional Area: Supply Chain Planning Configuration

      • Task: Configure Planning Analytics

  2. On the Configure Planning Analytics page, Dimension Catalogs tab, do the following:

    1. Create a dimension catalog using the Add Row button, or duplicate the default dimension catalog using the Duplicate button.

    2. Specify what hierarchies to use in the dimension catalog by moving hierarchies from the Available pane to the Selected pane.

    3. Assign the dimension catalog to a plan that will use the set of hierarchies for analysis during the plan creation from Manage Plans.

  3. Each Supply Chain Planning work area has a default measure catalog. Create a new measure catalog to add or remove measures.

    1. Use the Add Row button to create a new catalog or use the Duplicate button to duplicate an existing catalog.

    2. Specify the measures for the catalog by moving the measures from the Available pane to the Selected pane.

    3. Assign the measure catalog to a plan that will use the set of measures during the plan creation from Manage Plans.

    After you create and define a measure catalog, you can select the measure catalog for a plan from the Edit Plan Options page.

  4. Click the Levels and Attributes tab and select the desired dimension and hierarchy.

    1. In the Dimension list, select a dimension.

    2. Optionally, in the Hierarchy list, select a hierarchy.

    3. Click the Search icon button.

    4. To change how the level name appears in pivot tables and graphs, select the row and enter the level name in the Level Name to Display field.

      Note: You can't edit the Level Name to Display field for the lowest level of the hierarchy.
    5. To display a particular member identifier in your tables and graphs, select a dimension (Product, Organization, or Resource) and level, and then select a value in the Member Identifier to Display column:

      Dimension Level Member Identifier to Display Options

      Product

      Item

      Item Name, Item Description, Item Name and Description, or Item Description and Name

      Organization

      Organization

      Organization Name or Organization Code

      Resource

      Resource

      Resource Code, Resource Name, or Resource Description

      Resource

      Work Center

      Work Center Code, Work Center Name, or Work Center Description

      Resource

      Work Area

      Work Area Code, Work Area Name, or Work Area Description

      Resource

      Organization

      Organization Name or Organization Code

      Tip: The organization level in the Organization dimension and the organization level in the Resource dimension are separate settings. Oracle recommends that you set them to use the same identifier.
    6. To add an attribute for the lowest level of the hierarchy, click the Edit Page button in the Attributes column.

      1. In the Manage Attribute List dialog box, click the Add Row button.

      2. In the Attribute list, select an attribute.

      3. In the Attribute Label text box, enter a label name and click OK.

  5. On the Configure Analytics page, click the Save and Close button.

Dimensions and Dimension Catalogs

Oracle Fusion Supply Chain Planning has hierarchy levels by which you can view, compare, and analyze demands and supplies of your products over various dimensions, such as geography and organizations. Supply Chain Planning uses a single set of dimensions and hierarchies to drive aggregation context for demand planning, supply planning, embedded analytics, and management analytics.

Supply Chain Planning provides predefined planning dimensions. Each of those dimensions has a predefined hierarchy. When you implement the Supply Chain Planning offering, you must decide which dimensions and hierarchies to use for demand and supply analysis.

Each dimension catalog has a collection of hierarchies in different dimensions that is enabled for use in the plan options. By default, all predefined hierarchies are available in Planning Analytics. You can disable certain dimensions that are not relevant for your plans. For example:

  • If you are only using demand plans, then supplier, resource, and order type dimensions may not be relevant

  • If you are using sales and operations plans, then the order type dimension is not relevant

The following hierarchies are predefined in Supply Chain Planning:

  • Customer

  • Demand Class

  • Exception Type

  • Order Type

  • Organization

  • Plan

  • Product

  • Resource

  • Supplier

  • Source

  • Time

Access the Configure Planning Analytics page from a Supply Chain Planning work area. Depending on your security privilege, you can also open the Configure Planning Analytics page from the Setup and Maintenance work area.

  • To access the Configure Planning Analytics page from a Supply Chain Planning work area:

    1. Click the Tasks panel tab.

    2. In the Tasks panel drawer, click the Configure Planning Analytics link

  • To access the Configure Planning Analytics page from the Setup and Maintenance work area, select the following:

    • Offering: Supply Chain Planning

    • Functional Area: Supply Chain Planning Configuration

    • Task: Configure Planning Analytics

In the Dimension Catalogs tab, several hierarchies are available in various dimensions. You can specify which hierarchy to use in a particular dimension catalog. For example, you can select an organization type hierarchy, a product type hierarchy, or a customer hierarchy to use in plans for analysis. After you define a dimension catalog, you can assign it to a plan that will use the set of hierarchies for analysis.

You can select one of your dimension catalogs to be used as the default dimension catalog in plans. If you do not select a default catalog, the predefined catalog named Default Catalog is used.

Supply Chain Planning provides predefined planning dimensions and each of those dimensions have predefined hierarchies. The predefined hierarchies are included in the default dimension catalog and are available in all plans.

Hierarchy Selections for the Product Dimension

A predefined Product hierarchy is included in the default dimension. The default Product hierarchy has three fixed levels: Item, Category 1, and Category 2. Other Product hierarchies (other item catalogs in Oracle Fusion Product Model that are collected into Supply Chain Planning work areas) can be optionally enabled as user-defined product hierarchies.

For Oracle Fusion Sales and Operations Planning, the Lifecycle Phase attribute is also included in the default dimension.

By default, Oracle Fusion Product Model's planning functional area catalog is collected into the Product hierarchy. For the collection to run successfully, you must create the planning functional area catalog in Product Model with the following attributes:

  • Controlled at = Master-Level (not Org-Level)

  • Allow hierarchy of categories = No

  • Default category must be selected

  • Allow multiple item category assignments = Not selected

  • Catalog Content = Items at Leaf Level

If this catalog is not set up with these attributes, the planning functional area catalog is not collected and the Product hierarchy will not be populated. This will result in the forecasting engine not being able to use the product aggregation and some of the predefined tables and graphs will not work correctly.

Hierarchy Selections for the Organization Dimension

Enterprise is the default organization hierarchy and has three fixed levels: Organization, Business Unit, and Legal Entity. This default organization is defined in Oracle Fusion HCM and you can only modify it there. Optionally, you can enable other Organization hierarchies (based on regions, one per country).

Hierarchy Selections for the Customer Dimension

The default Customer hierarchy has three fixed levels: Customer site, Customer, and Customer Class. This default customer hierarchy is defined in the trading community model and you can only modify it there.

Hierarchy Selections for the Resource Dimension

The default Resource hierarchy has four fixed levels: Resource, Work Center, Work Area, and Organization. This default resource hierarchy is defined in Oracle Fusion Manufacturing and you cannot modify it.

Hierarchy Selections for the Supplier dimension

The default Supplier hierarchy has two fixed levels: Supplier Site and Supplier.

Hierarchy Selections for the Exception Type, Order Type, and Source Dimensions

Predefined Exception Type, Order Type, and Source dimensions are included in the Default dimension catalog. Each has only a single hierarchy with a single level.

Hierarchy Selections for the Time Dimension

In the Time dimension, Gregorian calendar is the only predefined hierarchy. All other hierarchies can be optionally included as user-defined hierarchies. These include workday calendars of inventory organizations collected from Oracle Fusion Supply Chain Management and fiscal calendars from Oracle Fusion Financials.

What's a dimension in Supply Chain Planning?

A dimension is a structure that organizes data. It categorizes data to enable you to answer business questions. Commonly used dimensions are customers, products, and time.

How can I use dimensions in Supply Chain Planning?

Supply Chain Planning applications come with predefined hierarchies in the Product dimension. These predefined hierarchies are part of the Dimension catalog structure in Oracle Fusion Product Model. Integrations with Oracle E-Business Suite and third-party systems where the product dimensions can still be maintained and uploaded for use by the Oracle Supply Chain Planning Cloud applications is supported.

What's a dimension catalog in Supply Chain Planning?

In Supply Chain Planning, a dimension catalog is a selected list of dimensions enabled for use in plans. In Supply Chain Planning, a dimension catalog is a selected list of hierarchies in different dimensions that is enabled for use in plans. The Default dimension catalog appears by default, but can be changed to another dimension catalog that has been defined.

Can I modify the default dimension catalog?

Yes, you can modify the Supply Chain Planning default dimension catalog. However, if you want to make any changes, Oracle recommends that you create a duplicate of the default dimension catalog.

Measure Catalogs

The measure catalog is similar to the dimension catalog. Each measure catalog has a collection of measures that you can enable for use in plans in one of the Supply Chain Planning work areas. While Oracle provides predefined measures, you can also create measures in some work areas and add them to a measure catalog.

On the Configure Planning Analytics page, Measure Catalogs tab, you can create a measure catalog and add or remove measures from a measure catalog.

The predefined measure catalog is the default. When you create a new plan, the measure catalog that is used is based on the catalog check box located on the Measure Catalogs tab. For example, the catalog check box in the:

  • Planning Central work area is Planning Central Catalog

  • Sales and Operations Planning work area is Sales and Operations Planning Catalog

  • Demand Management work area is Demand Management Catalog

  • Supply Planning work area is Supply Planning Catalog

If you change the default catalog later, the plan continues to use the same measure catalog that it was created with.

No. Although you cannot modify the default measure catalog, you can create a measure catalog, modify the list of measures, and assign it to plans on the Plan Options page.

Levels and Attributes

On the Levels and Attributes tab, you can enable certain item and organization attributes (standard fields or flexfields) to be available in Planning Analytics as filters. For example, you can enable PLANNER_CODE to use in an analysis to group metrics and measures by that particular attribute.

You can create a display name to use in the various pivot tables and graph configurations. For example, if the predefined level name is Product Category 2, you can enter a display name of Laptops. You can also configure which identifier to display in tables and graphs for selected hierarchies. For example, you can choose to display item name or item description in your tables and graphs.

Displaying Descriptions in Tables and Graphs

You can analyze planning data in planning tables and graphs by using the description fields of entities in hierarchies, such as items and organizations. You can use the description fields when their primary identifier is a difficult to understand alphanumeric code. You can toggle between the code and description, or display both, in planning tables and graphs for the following entities:

  • Items

  • Organizations

  • Resources

  • Work Centers

  • Work Areas

Tip: The organization level in the Organization dimension and the organization level in the Resource dimension are separate settings. Oracle recommends that you set them to use the same identifier.

Changing a member identifier can impact the advanced criteria in tables and graphs. If you use an advanced filter criteria in a table or graph, then the criteria will be compared to the new member identifier, which can affect the search results. The change to the member identifier can result in different or no members meeting the filter criteria. For example, many names might start with AB, but no descriptions start with AB. After you make this change, you should verify that any advanced filter criteria used are still valid.

Note: In the Selector Tool, the member values displayed are based on what is configured in the Member Identifier to Display column on the Configure Planning Analytics page, Levels and Attributes tab. For example, for item, you can configure your tables and graphs to show item description instead of item name, which is what also appears when you are in the Selector Tool.