Create a User-Defined Hierarchy

You can’t create a user-defined hierarchy with only the lowest level.

To create the user-defined hierarchy, do these steps:

1. In the Supply Chain Planning User-Defined Hierarchy import template (ScpUser-DefinedHierarchyImportTemplate.xlsm), enter the structure of the user-defined hierarchy on the User-DefinedHierarchyMaster_ worksheet.

   The lowest level for each supported dimension is LEVEL_0, and the name for this level is predefined and can’t be changed. The highest-possible level is LEVEL_10.

   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.

2. Enter the details of the level members on the User-DefinedHierarchyDetail_ worksheet.
3. Generate the .csv files for the import template, and compress them into a single file.
4. Click Navigator > Tools > File Import and Export, and import the compressed file.
5. 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.
6. Click Submit.

   The user-defined hierarchy is created.

7. Add the user-defined hierarchy to the dimension catalog that’s used by your plan.
   Note: If you’ve created your demand, demand and supply, or supply plan in the Planning Central work area, add the hierarchy to the Default Catalog, which is the only dimension catalog that can be used in plans that are created in this work area.
8. 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.

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