Manage Planning Measures

Maxim Cazac, SCC SCM Solution

Consultant
 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

 1. Manage Planning Measures Description

What does it do?

• Planning Central input and output

data are held in multi-dimensional
arrays called measures
– e.g., the Consensus Forecast
measure holds forecast data at item-
org-day-customer-demand class
level
• Tables and graphs can be flexibly
configured to show measures at
any level of aggregation
• The View Measure task allows you
to:
– View measure summary
– View measure change history
– Search for measures
 1. Manage Planning Measures Description

What is the business

value?

• View a seeded measure in a

table
• View a measure in either
units or currency value
• Configure global goals for a
measure
• Configure a business rule that
will display a measure in a
certain color in the table
• View non-editable measure
properties such as
aggregation rules and
expression
 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

2. Manage Planning Measures – Set Properties

1. Open Tasks

2. Select Manage
Planning
Measures
2. Manage Planning Measures – Set Properties

2. Click Edit

1. Select a
Measure
 2. Manage Planning Measures – Set Properties

Conversion Type
allows the user
to define the
valid UOM and
Currency
conversions that
Measure will be available
configuration for a measure in
is displayed a table.
across
multiple tabs
and only
specific
configuration
is editable in
Planning
Central.
2. Manage Planning Measures – Set Properties

Click Save
 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

 3. Manage Planning Measures – Set Goals

Click on Goals
 3. Manage Planning Measures – Set Goals

The ranges are displayed

when viewing a measure
in comparison with its
goal

You can determine

whether low or high
values are better

Users can enter a

low range and/or
a high range
3. Manage Planning Measures – Set Goals

Click Save
 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

4. Manage Planning Measures
– Configure Conditional Formatting

Select
Conditional
Formatting
4. Manage Planning Measures
– Configure Conditional Formatting

Click Add
4. Manage Planning Measures
– Configure Conditional Formatting

The color can be

determined by the Users can configure
absolute size of the the color in which
measure value, or by the measure values will
size of the measure be displayed when
value in comparison to they appear in
another measure tables
4. Manage Planning Measures
– Configure Conditional Formatting

Click Save
 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

5. Manage Planning Measures
– Aggregation and Disaggregation

Click on Aggregation
and Disaggregation
 5. Manage Planning Measures
– Aggregation and Disaggregation

Users can view (but

not edit) how measure
values should be rolled
up for aggregate
analysis

Users can view (but

not edit) the logic for
how measure edits
made at higher levels
blow down to lower
levels
 5. Manage Planning Measures
– Aggregation and Disaggregation

Users can view (but

not edit) how measure
values should be rolled
up for aggregate
analysis

Users can view (but

not edit) the logic for
how measure edits
made at higher levels
blow down to lower
levels
 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

6. Manage Planning Measures
– Measure Expression

Click on
Expression
6. Manage Planning Measures
– Measure Expression

Here users can view (but not

edit) an expression that
defines how a measure is
calculated by Planning Central

Click Save
 Table of Contents

1. Planning Measures Description

2. Set Properties

3. Set Goals

4. Configure Conditional Formatting

5. Aggregation and Disaggregation

6. Measure Expression

7. Configure Measure Catalogs

7. Configure Measure Catalogs

Select Task

Open Manage
Planning Analytics
7. Configure Measure Catalogs

Click Add “Default Catalog” is the out-of-box

predefined catalog with all 200+
measures available in the Planning
Central product. This catalog
cannot be modified by users.
However, users can create their
custom measure catalogs, modify
the list of measures, and assign it
to plans in Plan Options
7. Configure Measure Catalogs

Click Add “Default Catalog” is the out-of-box

predefined catalog with all 200+
measures available in the Planning
Central product. This catalog
cannot be modified by users.
However, users can create their
custom measure catalogs, modify
the list of measures, and assign it
to plans in Plan Options
7. Configure Measure Catalogs

Enter Catalog Name

and Description

Select the needed measures

from left side and create a
custom measure catalog
containing only the measures
needed for your analysis and
measures required in the
seeded views
7. Configure Measure Catalogs

Click Save and Close

For more setup collaterals please search for
SETUP_GEEK on GSE DEMO STORE