Override Segmentation Results

You can override segmentation results by manually assigning combinations to segments.

• In the Replenishment Planning work area, the combinations consist of items and locations that are collected from Oracle Fusion Cloud Product Lifecycle Management.
• In the Supply Planning and Planning Central work areas, the combinations also consist of items and locations that are collected from Oracle Fusion Cloud Product Lifecycle Management.
• In the Supply Planning and Planning Central work areas, the combinations also consist of items and locations that are collected from Oracle Fusion Cloud Product Lifecycle Management.

• In the Demand Management work area, the combinations could include both:

  • Items and locations that are collected from Oracle Fusion Cloud Product Lifecycle Management.
  • Customers and demand classes that are collected from Oracle Fusion Cloud Applications and external sources.

In the case of Replenishment Planning, the combinations consist of items and locations that are collected from Oracle Fusion Product Lifecycle Management. In the case of Demand Management, the combinations could also include customers and demand classes that are collected from Oracle Fusion Cloud Applications and external sources.

You can override segmentation results using the:

• Manage Segment Members page

• Edit-in-spreadsheet feature

Changes you make to the segments for combinations are overwritten the next time you run segmentation for the segment group unless you have selected the Retain segment overrides check box in the Execute Segmentation dialog box.

Override Segmentation Results Using the GUI

To override segmentation results through the Manage Segment Members page, follow this procedure:

1. Perform one of these steps:

   • On the Tasks panel tab, under Plan Inputs, select Manage Segment Members.

     The Manage Segment Members page opens.

   • On the Manage Segment Groups and Criteria page, select a segment group, and click Actions > Manage Segment Members.

     The Manage Segment Members page opens and displays the combinations for the segment group.

   • On the Segmentation Summary page, for the segment of a segment group, click the number under Latest Count, Previous Count, Added in Latest Run, Removed in Latest Run, Manually Added to Segment, Manually Removed from Segment, or Final Count.

     The Manage Segment Members page opens and displays the combinations corresponding to the number you clicked.

2. On the Manage Segment Members page, under Search, select the segment group for which you want to override the segmentation results, and click Search. You can further refine your search by the segment, previous segment, and levels for the dimensions in the segment group.

   The page is refreshed with the segmentation results. For each combination, the assigned segment in the latest segmentation run, assigned segment in the previous segmentation run, and segment override are displayed.

3. For each combination for which you want to override the segmentation results, under Segment Override, select the new segment.

4. Click Save and Close.

Override Segmentation Results Using a Spreadsheet

To override segmentation results through the edit-in-spreadsheet feature, follow this procedure:

Note: You must first download and install the desktop integration installer that's available under Navigator > Tools. Otherwise, you can't override segmentation results using a spreadsheet.

1. Perform one of these steps:

   • On the Tasks panel tab, under Plan Inputs, select Manage Segment Members.

     The Manage Segment Members page opens.

   • On the Manage Segment Groups and Criteria page, select a segment group, and click Actions > Manage Segment Members.

     The Manage Segment Members page opens and displays the combinations for the segment group.

   • On the Segmentation Summary page, for the segment of a segment group, click the number under Latest Count, Previous Count, Added in Latest Run, Removed in Latest Run, Manually Added to Segment, Manually Removed from Segment, or Final Count.

     The Manage Segment Members page opens and displays the combinations corresponding to the number you clicked.

2. On the Manage Segment Members page, under Search, select the segment group for which you want to override the segmentation results, and click Search.

   The page refreshes with the segmentation results.

3. Under Search Results, click Edit in Spreadsheet.

   A dialog box opens and prompts you to open or save a Microsoft Excel file.

4. Open the spreadsheet.

   The Connect dialog box opens and prompts you to connect to the application URL.

5. Click Yes.

   A dialog box opens and prompts you to enter your credentials.

6. Sign in with your Oracle Applications Cloud credentials.

   The spreadsheet is refreshed with the combinations in the segment group displayed on the Manage Segment Members page. For each combination, the assigned segment in the latest segmentation run, assigned segment in the previous segmentation run, and segment override are displayed. Only the first 2,000 rows are displayed.

7. To narrow your search to a combination in the segment group, enter the details in the first table, and click Manage Segment Members > Search.

   You can use the percent sign as a wildcard character for your search.

8. For each combination for which you want to override the segmentation results, under the Segment Override column, select the new segment.

   A symbol appears in the cell under the Changed column for each changed row.

9. To upload your changes, click Manage Segment Members > Upload.

   The results of the upload for each row are displayed under the Status column.

   The symbol in the cell under the Changed column disappears for each successfully uploaded row.

10. Save and close the spreadsheet.

11. To view your changes on the Manage Segment Members page, click View > Refresh.