Building a Forecast or Demand Plan Hierarchy

Prepare View with Levels

Once the levels are prepared as described in the article Adding Hierarchy Levels to Advanced Planning, you may create a new hierarchy with the new levels for viewing and editing or generating a forecast based on the levels in the Forecast page. In this example, we will create a Demand Plan view.

Step 1: Create New Page

  1. Click the Gear in the page header
  2. Click "Create New Page"
  3. Type in the name of the new page
  4. Click Save

The new page will be blank

Step 2: Add Components to New Page

Once the page is created, add the page components to include in the view. In the example below we have chosen the Chart and Units Grid elements.

  1. Click the Gear icon in the Tab header
  2. Click the elements to add
  3. You may also change the tab name to a name other than default
  4. Click Save

Step 3: Modify Default Hierarchy

Once the page is created and elements added, the hierarchy that appears will be the default hierarchy. To modify the hierarchy:

  1. Click the Hierarchy icon to open the Hierarchy Builder and,

Populate the hierarchy with the levels required as shown in the GIF below. Click Save to save the new hierarchy.

Final View

In the image below, the new hierarchy is available to navigate by color, then be size, and by item. The demand plans can also be edited based on these attributes.

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