How You Manage Planning Measures

Use the Manage Planning Measures task to review Supply Chain Planning measures.

You can edit several measures, but some measures you can only view. You use the pivot table to view the data you edited at different aggregations. The results of the edits are stored based on definitions of a measure.

This topic discusses how you can perform these tasks:

Update the definition of a measure
Update aggregation parameters
Update disaggregation parameters
Edit data of a measure

Update the Definition of a Measure

To update the definition of a measure:

In a Supply Chain Planning work area, click the Tasks panel tab.
In the Tasks panel, click the Manage Planning Measures link.
Expand a measure group and scroll manually or use the search option to find all measures that match the search criteria.
Select the measure that you want to modify and then click the Edit icon.

Note: Look for a check mark next to Allow editing at the top of the measure definition controls to confirm that the measure is editable.
Click the Aggregation and Disaggregation tab to view measure definitions.

The dimensions, hierarchies, and levels at which data persists vary from measure to measure. For the dimensions with a check mark, the measure is defined on the current dimension. For these dimensions, each measure is defined on a single hierarchy as listed on the dialog box.
Click Save and Close.

Update Aggregation Parameters

Aggregation parameters control the way in which data of a measure is aggregated from the storage level to a table, graph, or infotile. Calculation Order enables you to chose between the following options:

Calculate and Aggregate: Calculates the measure's expression at the lowest data level and then aggregate up.
Aggregate and Calculate: Aggregates all measures referenced in the measure's expression and then calculate the expression.

Update Disaggregation Parameters

The disaggregation methodology is driven by the definitions of the disaggregation parameters. Disaggregation for definitions that include time can be different from disaggregation for definitions that don't include time. For noneditable measures there are no configuration in the disaggregation parameters.

Here are the four different allocation methods:

Same: Indicates that all lower-level entries into which the data is being saved will receive the same value. Service level would be a good measure to use Same Value settings as the percentage being entered should not be allocated between different items and organizations.
Equal: Spreads the edited value among the lower level entries into which data is being saved. Each entry receives an equal share of the update. This could commonly be seen on the time dimension, where data may be updated for a week or month, but there is no guidance on how it should be allocated to the common storage level of days. It is typically set to the time dimension to equal value to support equal allocation between the days.
Self: Uses a measure's own pre-calculated values to allocate the data to the dimension member combinations.

For example, item-organization. The weights for each combination 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.
Measure: Uses values of a different measure to allocate.

Edit Data of a Measure

To edit the data of a measure, open a table containing the measure, double-click the cell where the data is to be entered and then enter the data. In a table, editable and noneditable cells look similar. However, when you double-click a cell of an editable measure, the cell enables you to enter values.

Copy Data from One Measure to Another

In a Supply Chain Planning table, you can update the value of one measure by using values from another measure. In several cases, a measure can have other related measures that enable you to override the value of a base measure. For example, Sales Forecast is one of those measures:

Sales Forecast: Base measure.
Adjusted Sales Forecast: You can override what's in Sales Forecast.
Final Sales Forecast: The planning process takes the Adjusted Sales Forecast, if there is one, or uses the Sales Forecast. The planning process uses the Final Sales Forecast, which takes into account any manual adjustments that you made.

You can specify the data source whose values you want to copy to the selected range of cells in the target measure. Using a table containing the three measures listed in our previous example, select a range of cells associated with the Adjusted Sales Forecast measure, click Actions and then select Edit. In the Edit Measures dialog box, use the Sales Forecast measure as the source measure for Adjusted Sales Forecast and increase it by 10 percent. If your Sales Forecast is 200, then Adjusted Sales Forecast now reflects 220.

For a measure to appear in the list of values for Source Measure in the Edit Measures dialog box, the measure must be included in the table. The measure must also conform to the same dimensions as the measure you're editing.

When editing a measure's value at an aggregate level, the value is allocated down to the lowest level. For example, when editing weekly data, the value will be allocated down to the day.

You can also edit multiple measures at a time; however, you can't have circular references. In the following example, Measure3 is used as a source measure for Measure1. But, Measure3 is also being edited at the same time to increase the measure by 10 percent.

Measure	Source Measure	Action	Value
Measure1	Measure3	Increase by percentage	10
Measure2	Measure2	Increase by percentage	10
Measure3	Measure3	Increase by percentage	10

In this scenario, the planning engine won't know which value of the source measure to use: the original Measure3 value, or the value of Measure3 after increasing it by 10 percent. To avoid circular references, you must handle these edits separately.