1. Using Planning Central
  2. Segmentation in Oracle Fusion Cloud Planning Central

Segmentation in Oracle Fusion Cloud Planning Central

Segmentation is the process of grouping combinations into segments on the basis of user-defined, static, or dynamic attributes. Through segmentation, you can better manage the supply for many combinations by grouping them into a few segments.

In Oracle Planning Central, these combinations can include items, organizations, customers, and demand classes.

You can use segments in Planning Central to do any of the following:
  • Apply policy assignment sets by segment groups.
  • View data and perform drills in tables and graphs by segments.

  • Filter data in analysis sets by using segments as filters.

For example, you can perform segmentation by defining segment groups that are based on:
  • Intermittency and volatility
  • Demand volume and cost
  • Item attributes
Segmentation is available and functions in a similar way in the following work areas, except for some minor differences, which are noted in specific segmentation topics.
  • Planning Central
  • Supply Planning
  • Demand Management
  • Demand and Supply Planning
  • Replenishment Planning
  • Sales and Operations
  • Plan Inputs

How You Perform Segmentation

Here's what you do during the segmentation process:

  1. Set up a segment group and its segments. The segment group has a specific granularity that's applicable to the segments. You specify dimension-based or measure-based criteria for each segment on the basis of which combinations are assigned to the segment.

  2. Run the segmentation job for the segment group from the Manage Segment Groups and Criteria page (Actions > Execute Segmentation). The combinations are grouped into the segments.

  3. View the results of segmentation, and optionally override the assignment of combinations to segments to better meet your business requirements.

This flow chart summarizes the segmentation process:


Flow chart depicting segmentation process

When the segments are used as members for tables and graphs, for combinations that aren't associated with a segment in the segment group, the segment information is shown as "Not available."

What You Do After Segmentation

Here's what you do after the segmentation process:

  1. If you’re using policy assignment sets, create a policy assignment set and then attach the segment group to the policy assignment set.

  2. Attach the segment group to a supply plan.

  3. Run the supply plan to calculate the unique plan requirements for the item-org combinations in each segment.