Create Measures and Assign to a Measure Catalog

In addition to reviewing measures, you use the Manage Planning Measure task to create, edit, duplicate, and delete measures. You can also create measure groups and add predefined and user-defined measures in them.

This topic discusses the following:

• Creating measures

• Assigning measures to a measure catalog

Create Measures

If you have the required privileges, you can create measures if the predefined ones don't meet your requirements. The measures that you create have the same features and functionality as predefined measures.

To create a measure:

1. In a Supply Chain Planning work area link, click the Tasks panel tab.

   You can create measures from one of the following work areas: Demand Management, Replenishment Planning, Supply Planning, Sales and Operations Planning, Demand and Supply Planning, or Plan Inputs.

2. In the Tasks panel, click the Manage Planning Measures link.

3. Click Create from the Actions menu.

   1. On the Create Measure page, enter a measure name and description.

   2. Select a measure group.

   3. Select a data type.

   4. Select the Allow editing check box if you want the measure to be editable in a pivot table.

   5. Select Edit Range to enable the Edit Lock tab, which controls the editable status of the measure

      The Edit Range value determines the time range over which the measure is editable. The available values are: History, Future, History and Future.

   6. On the Aggregation and Disaggregation tab, define the dimension parameters. Select the dimensions, hierarchy, and hierarchy level within the dimension to store the measure data. When a dimension and hierarchy are selected, the default setting for the Stored Level is the lowest level of the dimension's hierarchy. You can modify the level to store by selecting the hierarchy from the list and setting the stored level parameter within that hierarchy.

      • Aggregation Parameters: The Aggregation parameters control the way a measure's data is aggregated. You have two options:

        • Calculate and aggregate: Calculate and Aggregate calculates the measure's expression at the lowest data level and then aggregate up.

        • Aggregate then calculate: Aggregate and Calculate aggregates all measures referenced in this measure's expression and then calculate the expression.

        In the Time Dimension field, select the aggregation function that controls how data is aggregated for the time dimension. The Other Dimensions fields are the same as the Time dimension fields. These options control how the data is aggregated across all the dimensions except for time. The Weighted By field is enabled only if you select Weighted Average as the aggregation parameter for either Time or Other Dimensions. It enables you to select the measure to drive the weighted average calculation.

        The aggregation types include: Sum, Average, Weighted Average, Minimum, Maximum, Count, Latest, Median, Variance, and Standard Deviation.

      • Disaggregation Parameters: The Disaggregation Parameters control how changes to the data at an aggregated level are allocated down for storage. This is used when data changes are made in a pivot table, but also when made by the demand forecast. The weights for each combination, such as item-organization, are calculated and stored for the measure during plan run. These weights are used to allocate the data. For example, the forecasts for P1-Org1 and P2-Org1 are 40 and 60 respectively. Therefore, the weights used for allocation would be 40% for P1-Org1 and 60% for P2-Org1.

        The parameters for the Disaggregation Type field are: By Measure, By Self, Equal, and Same Value. The default parameter is Equal.

        The Disaggregation Basis field is enabled only if you select the Disaggregation Type as By Measure. Select the measure to use as the disaggregation basis from the list of measures.

        The Secondary Basis field is enabled only if you have selected the Disaggregation Type field as By Measure or By Self. The values for Secondary Basis are Booking History Average or Shipment History Average.

        The Secondary Basis measure is selected in case the basis measure has no value. You can select only measures that contain pre-calculated proportions as a secondary basis. That is, they're calculated during plan run.

   7. On the Expression tab, define any new expressions for a measure. You create an expression when you have to show any value other than its stored information. The expression provides a flexible framework for an extensive variety of calculations and information. An expression for a measure references other measures, operators, and numbers.

      For example, to create a user defined measure that shows archived time periods, you need to use an archive expression. See the View Planning Measures from Archived Time Periods topic to learn more.

      In the Expressions subtabs:

      • The Functions tab lists the available functions, a description, an example of the function's use.

      • The Measures tab lists the available measures, their descriptions, and data type. The Insert button inserts the highlighted measure into the expression building area where functions or arithmetic operations can be specified.

      • The Attribute tab lists the attributes available for the Product dimension at Item level. The description and data type of the attribute is shown in the description pane.

      After you complete the expression, use the Validate button to ensure the syntax is correct. An error or succeeded messaged is displayed.

   8. On the Edit Lock tab, you can define a new expression similar to the measure expression. The difference is rather than evaluating and displaying the expression result, the expression result is used to control or refine the editable status of the measure. If the expression evaluates as true, the measure is locked from editing. The expression is evaluated every time the table is run, and may change as relevant measures or attributes are modified.

   9. On the Advanced tab, click the Properties tab and review the following parameters:

      • If you select the Shared measure check box, then the measure is shared across plans. By default, the parameter isn't selected, and the measure is plan-specific.

        Note: You can share measures across only demand plans with the day planning time level or across demand and supply plans. In such plans, shared measures are common, and the entries you make in one plan apply to other plans. For plans of other types, even if you select the check box, the measures are plan-specific.

      • If you select the Refresh with current data check box, then the current measure value needs a placeholder to store the result in the application. For example, a noneditable measure where the data is imported from a legacy or other application. Selecting this check box allocates a space to store the measure by the defined dimensions.

      • Conversion Type enables you to define the valid Unit of Measure (UOM) and Currency conversions that are available for a measure in a table.

        Base Units of Measure defines the default unit of measure used to convert displayed data. The field is editable only for Numeric measures, which don't have Product and Organization-based levels (for measures that have product and organization, the definition comes from the data source). Select any relevant units of measure, which may be useful in a table, graph, or tile. Only the UOMs that you select are available for selection in a table or graph.

        Base currency defines the default currency to which displayed data are converted. The field is editable for only Currency type measures.

        You use Price lists to convert quantities into values, which are then converted to a currency.

      • Data Lookup value enables you to identify a data lookup source that displays the measure as a list of value. The source attributes have 3 options: None (Default), Level, and List.

        • If Source=Level, you must identify the level and the attribute to display in the measure list.

        • If Source=List, then you can create and maintain the list of values. You can either add or remove members in this list.

   10. On the Advanced tab, click the Goals tab to define if low or high values are better for measure goals.

   11. On the Advanced tab, click the Conditional Formatting tab to define conditional formatting settings for the measure.

4. Click Save and Close.

Assign Measures to a Measure Catalog

To use the user-defined measure in your plan, add the new measure to the plan's measure catalog. Navigate to Configure Planning Analytics, find the plan's measure catalog on the Measures Catalog tab. In the Available Measures pane, search for the new user-defined measure, and add it to the Selected Measures. After you perform a plan run you can create a table or use an existing table, and add your new measure to the table.