How You Use Levels and Attributes in Supply Chain Planning

On the Levels and Attributes tab, you can enable certain item attributes (standard fields or flexfields) and organization attributes (standard fields) to be available in Planning Analytics as filters.

For example, you can enable PLANNER_CODE to use in an analysis to group metrics and measures by that particular attribute.

You can create a display name to use in the various pivot tables and graph configurations. For example, if the predefined level name is Product Category 2, you can enter a display name of Laptops. You can also configure which identifier to display in tables and graphs for selected hierarchies. For example, you can choose to display item name or item description in your tables and graphs.

Displaying Descriptions in Tables and Graphs

You can analyze planning data in planning tables and graphs by using the description fields of selected entities in hierarchies, such as items and organizations. You can use the description fields when their primary identifier is a difficult to understand alphanumeric code.

For each dimension level (Item, Organization, Resource, Work Center, or Work Area) you can select only one member identifier option to display in a planning table or graph. To see a list of the Member Identifier to Display options, refer to the Configure Planning Analytics topic in this guide.

Tip: The organization level in the Organization dimension and the organization level in the Resource dimension are separate settings. Oracle recommends that you set them to use the same identifier.

Changing a member identifier can impact the advanced criteria in tables and graphs. If you use an advanced filter criteria in a table or graph, then the criteria will be compared to the new member identifier, which can affect the search results. The change to the member identifier can result in different or no members meeting the filter criteria. For example, many names might start with AB, but no descriptions start with AB. After you make this change, you should verify that any advanced filter criteria used are still valid.

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 item description instead of item name, which is what also appears when you're in the Selector Tool.