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  2. Overview of Tables, Graphs, Analysis Sets, Tiles, and Tile Sets

Overview of Tables, Graphs, Analysis Sets, Tiles, and Tile Sets

You can configure the entities for tables, graphs, analysis sets, tiles (also referred to as infotiles), or tile sets by using the Selector Tool.

You can also create and manage groups on the Selector Tool page and associate your tables and graphs with the group. Navigate to the Selector Tool from an open plan or from the Actions menu on a table or graph toolbar.

To create a table, graph, analysis set, tile set, or tile, open the Selector Tool:

  1. From an open plan, click Actions and then select Manage Tables, Graphs, and Analysis Sets.

  2. In the Manage Tables, Graphs, and Analysis Sets dialog box, click Actions and then select Create.

  3. Select one of the following to open the Selector Tool:

    • Table

    • Graph

    • Analysis Set

    • Tile Set

    • Tile

  4. Depending on your selection, the Selector Tool dialog box opens with the following tabs:

    Tab

    Table

    Graph

    Analysis Set

    Tile

    Measures

    Yes

    Yes

    Yes

    Yes

    Hierarchies

    Yes

    Yes

    No

    Yes

    Members

    Yes

    Yes

    Yes

    Yes

    Measure Filters

    Yes

    Yes

    No

    Yes

    Layout

    Yes

    Yes

    No

    Yes

    Comparison Options

    Yes

    Yes

    No

    No

    Details

    No

    No

    Yes

    No
Note: In the Selector Tool, the member values displayed are based on what's 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 the item description instead of the item name, which is what also appears when you're in the Selector Tool.

Measures

Use the Measures tab to select measures for a table or graph by moving measures from the Available Measures pane to the Selected Measures pane. The measures that you select determine the content of the other tabs. The dimensions of the measures determine the dimensions available on the Hierarchies tab and the dimension members on the Members tab. For example, if a measure has the Product, Organization, and Time dimensions, those dimensions and their hierarchies are visible on the other tabs. You can display the available measures by measure group or alphabetically by using the Tree View or List View icon.

A measure is usually a named time series of values that represent the following at a particular intersection of the Customer, Organization, Product, Supplier, and Resource dimensions:

  • Historical performance (Bookings History). This measure isn't applicable for supply planning.

  • Future projections (Shipments Forecast)

  • A key performance indicator (KPI), such as Gross Margin Percentage, or a derived calculation, such as Projected Available Balance

The planning process aggregates measure data from lower levels to higher levels or computes KPIs and derives calculations from other values at the same level as needed. The planning process can also allocate or spread updates made at an aggregate level to the affected cells at lower levels. Measures can be expressed in different units of measure, such as inches, dollars, kilos, or liters. Depending on the context, you can display, update, or compare measures that are in different units. The planning process can convert values among different units and among different currencies (for monetary values).

When plans are archived, you can retrieve measures from the archived time periods and show them on a plan table. See the View Planning Measures from Archived Time Periods topic to learn more. However, for Demand and Supply Plans, the Demand History Buckets option determines whether the archived period is shown or not.

Note: Text-based measures aren't supported in graphs and aren't displayed in the Available Measures pane on the Measures tab of the Selector Tool during the configuration of graphs.

Hierarchies

Use the Hierarchies tab to select the dimensions, hierarchies, and levels to include or exclude in the table or graph.

For each dimension, select the hierarchies and levels that you want to include in the graph or table. Checking the box in the Display column includes that dimension in the table or graph. Expand the dimension to view the available hierarchies. Expand the hierarchy to view the levels of the hierarchy. Checking a level includes it in the table or graph. If multiple levels are checked, the top level is displayed in the table or graph by default. Each level in the table or graph can be expanded until all checked levels are visible. The Show Unassociated check box determines whether the measure values that aren't associated with a specific dimension in the table or graph are hidden or displayed. For example, a table could include Shipments Forecast and Net Resource Availability. Shipments Forecast has product, organization, and time as dimensions. Net Resource Availability has resource, organization, and time as dimensions. With the check box selected, the Resource column displays the word Unassociated when you view Shipments Forecast rows.

For a demand plan that uses a hybrid time hierarchy, only the hierarchy that was selected as the planning calendar on the Scope tab on the Plan Options page is displayed for the Time dimension along with the other, corresponding hybrid time hierarchies that were created when the Create Hybrid Time Hierarchies scheduled process was run.

You can select the levels of only one hybrid time hierarchy.

Members

You use the Members tab to manually select dimension members by moving members from the Available Members pane to the Selected Members pane. If no selections are made on this tab for a dimension, the graph or table displays the dimension starting at the top level checked on the Hierarchies tab. For example, if you selected the Gregorian Calendar hierarchy with Quarter and Month on the Hierarchies tab, the graph or table displays all quarters; each quarter has an icon to drill to its months.

Measure Filters

Use the Measure Filters tab to filter results based on measure values across dimension member combinations that meet the criteria that you specify. You can filter your measure data to return only multidimensional combinations that meet the measure criteria for selected dimensions of the measure.

Note: The measures listed are those that are of data type number, currency, or percent that aren't dimensioned by time. Measures that are time dimensioned and of data types date and text are excluded from the list. If the table contains any configure-to-order (CTO) measures, then the Measure Filters tab is disabled.

When you create or edit a table or graph, make your selections on the Measures, Hierarchies, and Members tabs. Next, on the Measure Filters tab, specify the measure criteria to apply across combinations of your dimension selections, such as Item and Customer. The table or graph displays only the combinations that meet your specified measure criteria.

You can compare measures to fixed values or to other measures, and you can apply multiple measure conditions:

  • Multiple AND conditions are allowed

  • Multiple OR conditions are allowed

  • Combinations of AND and OR conditions aren't allowed.

You can apply the measure filters in a table or graph to a linked table or graph in the Manage Links dialog box. On the To Table, Graph, or Layout tab, select the Include measure filters check box. This check box is enabled after you select the Pass user-specified parameters check box.

Layout

Use the Layout tab to format tables, graphs, or tiles. The following are the key layout options for tables, graphs, and tiles:

  • Tables: Use table layout options to drag and drop dimensions to change the table layout and configure drill settings.

  • Graphs: Use the graph layout options to select the graph type and the formatting options for the graph type that you select. In the Filters section, you can specify the filter criteria that you want displayed in the graph.

  • Tiles: Use the tile layout options to select the graph type and add tables and graphs to the content area of the tile you're creating.

Comparison Options

The Comparison Options tab is applicable only for tables and graphs. On the Comparison Options tab, you can compare your current plan with an archived version or an alternate plan. Use this tab to compare how specific measures have varied over time. The Comparison Options tab contains three sections: Waterfall Analysis, Trend Analysis, and Plan Comparison.

Note: The Comparison Options tab isn't available in the Oracle Planning Central work area.

  • In the Waterfall Analysis section, you can compare selected measures in a table or a graph with an archived plan.

    Select the Use MAPE calculations check box if you have scheduled your plan archival process. Mean absolute percentage error (MAPE) calculations use the system administrator archive and not an on-demand archive.

    In the Measure Archives to Use list, select one or more archives to reference. The number of weeks refers to how long ago the archive was created. The planning process uses the following logic for when to use an archive:

    • Match the exact dates. If multiple versions of an archive are within the waterfall time frame, use the closest, most current version.

    • If no match is found on the exact date, use the match closest inside the range, which is +3/-3 days of a selected weekly waterfall time frame, or +15/-15 days for a monthly archive.

    • If no match is found within +3/-3 days of a selected weekly waterfall time frame, or +15/-15 days for a monthly archive, then nothing is returned.

    For example, if you select 4 weeks ago, the planning process searches for the archive 4 weeks prior to today's date, for instance, March 6. If your archives are stored at the month level and nothing is found on February 5, the planning process searches for the most recent archive within +15/-15 days.

  • In the Trend Analysis section, you can provide the number of archives that you want to reference. The planning process selects the latest archives. For example, you have five archives, where number five is the latest archive and you have selected 3 in the Number of Previous Versions to Include field. The planning process selects archive number five, four, and three for the comparison. The difference between Waterfall Analysis and Trend Analysis is that in Waterfall Analysis you can choose an archive created within each selected time frame that you want to compare. In Trend Analysis, you can select the number of archives that you want to compare, and only the latest archives are used for comparison.

  • The Plan Comparison section pertains to both archived plans and alternate plans that you consider for comparison. You can select the type of difference to display in tables or graphs for comparison. For example, you can choose to view the difference in percentage or absolute percentage.

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