Creating a Plan Template

You can create plan templates to generate the plans in Extended Planning and Analysis from the templates.

The filters that you define when creating a plan template are applied when you create a new plan from the existing plan template. When you create a new plan from an existing plan template, you can only add additional filters but cannot remove the predefined ones.

You can leave the filter values blank so that they can be specified while creating each plan, define them in the plan template so that they are automatically populated in the plan, or lock them so that they cannot be changed while creating the plan.

Notes:

To create plan templates, you must be assigned the following permission sets:

  • xP&A - Manage Data Sources and Plans
  • CRM Analytics Platform User

To create a plan template:

  1. On the Plan Templates tab, click New. The New Plan Template window displays.
  2. Enter the name for the plan template.
  3. In the Template Category field, select the category to which the plan template belongs. By default, the template category is "General".
  4. [Optional] Enter the description for the plan template.
  5. In the Input Data Source lookup field, search for and select the data source you want to associate with the plan template. For example, select Financial Transactions.
  6. Click Next.

  7. Configure your filters for the plan template. To do this:

    1. In the Dimension field, select the dimension by which you want to filter.

    2. In the Operator field, select the operator.

    3. In the Value field, select one or more values that match your filter logic.
    4. Select the Fixed Value checkbox to set the specified dimension values to fixed values when creating a plan. You can set one or more dimension values as fixed when you configure the filter.
    5. Click Add Condition to add a new filter configuration row.
    6. Repeat steps a to c for each filter configuration row that you want to configure for the plan template.
    7. Click Next.
  8. Structure your plan by dragging and dropping dimensions and measures from the Dimensions and Measures tabs into the zones on the right. The preview of the structure updates automatically. For more information, see Plan Builder .

  9. Map the relevant Extended Planning and Analysis dimensions to the dimensions in the dataset. To do this:

    1. In the Dimension column, select a dimension. For example, "Account".
    2. In the Analytics Value column, select the dimension value from the dataset that you want to map to a new value. For example, "Account 1".
    3. In the New Value column, enter the value that you want to map the Analytics value to. For example, AMEX.
    4. Click Add Row to add a new row to the dimension value mapping table.
    5. Repeat steps a to c for each dimension value that you want to map to a new value for the plan template.
  10. Click Save.