Configure Planning Analytics

To run plans successfully, you must set up dimensions and dimension catalogs, measure catalogs, and levels and attributes.

You can open the Configure Planning Analytics task from one of the Supply Chain Planning work areas. Depending on your security privilege, you can also open the Configure Planning Analytics page from the Setup and Maintenance work area.

Note:

Default Catalog is the name of the predefined dimension catalog. It contains predefined hierarchies. Oracle recommends that you make a copy of the Default Catalog if changes are required, instead of editing the default catalog.

To configure planning analytics:

1. In the Navigator, click one of the Supply Chain Planning work areas or click the Setup and Maintenance work area.

   • If you clicked one of the Supply Chain Planning work areas, do the following:

     1. Click the Tasks panel tab.

     2. In the Tasks panel drawer, click the Configure Planning Analytics link.

   • If you clicked the Setup and Maintenance work area, select the following:

     • Offering: Supply Chain Planning

     • Functional Area: Supply Chain Planning Configuration

     • Task: Configure Planning Analytics

2. On the Configure Planning Analytics page, Dimension Catalogs tab, do the following:

   1. Create a dimension catalog using the Add Row button, or duplicate the default dimension catalog using the Duplicate button.

   2. Specify what hierarchies to use in the dimension catalog by moving hierarchies from the Available pane to the Selected pane.

   3. Assign the dimension catalog to a plan that will use the set of hierarchies for analysis during the plan creation from Manage Plans.

3. Each Supply Chain Planning work area has a default measure catalog. Create a new measure catalog to add or remove measures.

   1. Use the Add Row button to create a new catalog or use the Duplicate button to duplicate an existing catalog.

   2. Specify the measures for the catalog by moving the measures from the Available pane to the Selected pane.

   3. Assign the measure catalog to a plan that will use the set of measures during the plan creation from Manage Plans.

   After you create and define a measure catalog, you can select the measure catalog for a plan from the Edit Plan Options page.

4. Click the Levels and Attributes tab and select the desired dimension and hierarchy.

   1. In the Dimension list, select a dimension.

   2. Optionally, in the Hierarchy list, select a hierarchy.

   3. Click the Search icon button.

   4. To change how the level name appears in pivot tables and graphs, select the row and enter the level name in the Level Name to Display field.

      Note:

      You can't edit the Level Name to Display field for the lowest level of the hierarchy.

   5. To display a particular member identifier in your tables and graphs, select a dimension (Product, Organization, or Resource) and level, and then select a value in the Member Identifier to Display column:

      Dimension	Level	Member Identifier to Display Options
      Product	Item	Item Name, Item Description, Item Name and Description, or Item Description and Name
      Organization	Organization	Organization Name or Organization Code
      Resource	Resource	Resource Code, Resource Name, or Resource Description
      Resource	Work Center	Work Center Code, Work Center Name, or Work Center Description
      Resource	Work Area	Work Area Code, Work Area Name, or Work Area Description
      Resource	Organization	Organization Name or Organization Code
      Time	Quarter	Quarter Name or Start Date The display name you configured on this page appears for quarter name on the Fiscal, Manufacturing, and Hybrid calendars.
      Time	Month	Month Name or Start Date The display name you configured on this page appears for month name on the Fiscal, Manufacturing, and Hybrid calendars.

      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.

   6. To add an attribute for the lowest level of the hierarchy, click the Edit Page button in the Attributes column.

      1. In the Manage Attribute List dialog box, click the Add Row button.

      2. In the Attribute list, select an attribute.

      3. In the Attribute Label text box, enter a label name and click OK.

5. On the Configure Analytics page, click the Save and Close button.