In DemandCaster Demand Planning, the hierarchical demand planning levels should be built with an eye toward forecasting i.e. the levels that best represent seasonality and trend at an aggregate level within the context of demand. For most companies, these levels are not sufficient. For example, a company that manufacturers or distributes apparel may want to view and edit demand in the context of size, color, or other attribute.
To this end, DemandCaster has a feature called reporting levels. Reporting levels are a means to aggregate demand based on attributes that are not forecasting levels. This article covers the steps to create and then report and also edit demand plans based on these levels.
Create Reporting Level Structure
There are two reporting level options:
- Sales attribute levels
- Product attribute levels
The option you choose will be dictated the header value in column A. Products will have the header Product whereas customers will have the header Customers.
Upon determining the reporting level, prepare an excel with the following structure. The header row will be the name of the attribute - in the example below the first attribute is color, the second size:
- Product or Customer Attribute items
- First attribute values per row
- Second attribute values
- Additional attributes may be added in each of the following columns.
Save the files as a tab-delimited text file named reportinglevel, compress, and upload.
Using Reporting Levels
There are two functional areas to use reporting levels:
- Pivot Editing
- Pivot Report in Custom Reporting
Below is a GIF that runs through the steps to create a pivot edit report in S&OP using the uploaded color report level as illustrated above.