Aggregate Data for Non-Key Customers or Use Planning Level Profiles
This topic helps you to decide whether you want to use the functionality for aggregating data for non-key customers or the functionality for planning level profiles.
The following table compares the features:
| Criterion | Functionality for Aggregating Data for Non-Key Customers | Functionality for Planning Level Profiles |
|---|---|---|
| Plan type | This functionality is available for demand, demand and supply, and sales and operations plans. | This functionality is available for only demand plans. |
| Hierarchy type | This functionality is applicable to only predefined hierarchies for
the Customer dimension. You can view and use the Customer Site-level data for key customers and aggregated data for non-key customers using predefined hierarchies for the Customer dimension. You can't use user-defined hierarchies for the Customer dimension. |
This functionality is applicable to predefined and user-defined hierarchies for the Customer dimension. |
| Availability of feature | This functionality is enabled by default if you collect or load data at the Customer Site level, which is the lowest level of the Customer dimension. | You need to explicitly create a planning level profile and attach it to your demand plan. |
| Key customers | You can identify certain customers as key customers, and Customer Site-level data is stored in the MSC_MEASURE_DATA table for these key customers. | You can’t identify customers as key customers and store data for them at the Customer Site level in the MSC_MEASURE_DATA table. |
| Control over the aggregation level | The data for non-key customers is aggregated to the placeholder <zone name>:All Other sites or Default:All Other site. | You can plan at the level that’s required by your business. |
| Applicability to different plans | Your choices regarding the aggregation level, zone-level aggregation,
and key customers are applicable to all your plans. However, using the Aggregate non-key customer data to an All Other level member checkbox for a plan, you can control the access of the plan tables and graphs to customer data in MSC_MEASURE_DATA. |
You can create different planning level profiles for use in different demand plans. |
| Use of customer data | Your plan tables and graphs will contain data at the Customer Site level for key customers and aggregated level for non-key customers. | You can choose to completely ignore the Customer dimension in your plans. |