1. Using Supply Planning
  2. Add or Delete Levels

Add or Delete Levels

To change the levels of an existing user-defined hierarchy, you must delete and recreate the entire hierarchy using the Targeted collection type for the Load Planning Data from Flat Files scheduled process.

You can’t delete the lowest level (LEVEL_0) of the user-defined hierarchy.

If the user-defined hierarchy is configured in a planning level profile with the Enabled or Ready status, you can't change the hierarchy structure.

Note: Oracle doesn’t recommend deleting a level from the user-defined hierarchy if you’ve loaded or stored data at that level because level deletion also requires data removal.

To modify the user-defined hierarchy by adding or deleting levels, do these steps:

  1. If your measures are storing data for a level that you’re going to delete, delete the level data in these measures using the Supply Chain Planning Measures import template (ScpMeasuresImportTemplate.xlsm).

    On the Measures_ worksheet, for the values that you want to delete, enter Yes in the Delete Indicator column.

    If you previously imported measure values for an existing level that’s going to move up or down in your user-defined hierarchy, you don’t need to reimport measure values for that level because the IDs for the level and level members remain unchanged.

  2. Generate the .csv file for the import template, and compress it.
  3. Click Navigator > Tools > File Import and Export, and import the compressed file.
  4. In the Scheduled Processes work area, run the Load Planning Data from Flat Files scheduled process.
    1. In the Process Details dialog box, in Source System, select the source system.
    2. In Collection Type, select Net change.
    3. In Data File, select the compressed file.
    4. Ignore the fields for organization group collection because this functionality isn’t relevant to user-defined hierarchies.
  5. Click Submit.

    Measure values are deleted.

  6. In the Supply Chain Planning User-Defined Hierarchy import template (ScpUser-DefinedHierarchyImportTemplate.xlsm), enter the levels that must be added or deleted on the User-DefinedHierarchyMaster_ worksheet.

    Consider an example in which your user-defined hierarchy structure for the Organization dimension is Organization (LEVEL_0), District (LEVEL_1), and Region (LEVEL_2):

    • To add a level called State that’s at the highest level, you should enter Organization (LEVEL_0), District (LEVEL_1), Region (LEVEL_2), and State (LEVEL_3).
    • To add a level called Borough that’s in between Organization and District, you should enter Organization (LEVEL_0), Borough (LEVEL_1), District (LEVEL_2), and Region (LEVEL_3).
    • To delete the District level, you should enter Organization (LEVEL_0) and Region (LEVEL_1).

    If the hierarchy is for the Product dimension, you can enter Yes in the Default Indicator column to enable the hierarchy by default in the Selector Tool.

    You don’t need to enter anything on the User-DefinedHierarchyDetail_ worksheet for the deleted levels. For the new and modified (existing) levels, you must enter the all the level members on the User-DefinedHierarchyDetail_ worksheet.

  7. Generate the .csv files for the import template, and compress them into a single file.
  8. Click Navigator > Tools > File Import and Export, and import the compressed file.
  9. In the Scheduled Processes work area, run the Load Planning Data from Flat Files scheduled process.
    1. In the Process Details dialog box, in Source System, select the source system.
    2. In Collection Type, select Targeted.
    3. In Data File, select the compressed file.
    4. Ignore the fields for organization group collection because this functionality isn’t relevant to user-defined hierarchies.
  10. Click Submit.

    The user-defined hierarchy is deleted and recreated.

  11. Using the Supply Chain Planning Measures import template, import measure values for newly added levels if you need to.
  12. Generate the .csv file for the import template, and compress it.
  13. Click Navigator > Tools > File Import and Export, and import the compressed file.
  14. In the Scheduled Processes work area, run the Load Planning Data from Flat Files scheduled process.
    1. In the Process Details dialog box, in Source System, select the source system.
    2. In Collection Type, select Net change.
    3. In Data File, select the compressed file.
    4. Ignore the fields for organization group collection because this functionality isn’t relevant to user-defined hierarchies.
  15. Click Submit.

    Measure values are populated.

  16. Run your plan with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box.

    Select other options as required.

  17. Modify your selections on the Hierarchies and Members tabs in the Selector Tool for the affected tables and graphs.

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