Creating a Plan

To create a blank plan:

Note:

Ensure you have at least one dimension and measure already created before creating a blank plan.

1. On the Plans tab, click New. The New Plan window appears.
2. Select Blank to create a plan from scratch and click Next.
3. In the Plan Name field, enter the unique name for your plan. For example, Workforce Planning.
4. [Optional] In the Description field, enter the description.
5. Click Next.

6. In the Plan Builder window:

   1. From the Dimensions or Measures tab:

      1. Select at least one dimension or one measure from the dimension or measure list considering the characters typed. All the dimensions or measures created in planning are listed.
      2. Select the dimension or measure and click the desired options or drag and drop dimensions and measures in the drop Dimension or Measure box on the right side. After you send or drop the dimensions and measures into the dimension or measure box, it is removed from the Dimensions and Measures list. For more information about Dimensions and Measures, see Dimensions and Measures.
   2. From the Horizontal Dimension dropbox, select the dimension and click | Send to Dimension Columns or drag and drop the dimensions displayed in the left selector panel to indicate the columns of the structure for the plan. For more information about the Horizontal Dimension, see Horizontal and Vertical Dimensions.
   3. From the Horizontal Measure dropbox, select the measure and click | Send to Measure or drag and drop the measures displayed in the left selector panel to indicate the values for the plan. For more information about the Horizontal Measure, see Horizontal Measure Dropbox.
7. Click Save to save the dimensions and measures information for a plan. You will be redirected to the Plan Lines page. For more information, see Managing Plan Lines.

To create a plan from the data source, you must ensure that you have an existing data source from Analytics in the Planning application.

The data source tile will be disabled if you do not have access to the data source or if no data source is configured. Contact your administrator.

To create a plan from the data source:

Note:

Ensure you have at least one dimension and measure already created before creating a plan.

1. On the Plans tab, click New. The New Plan window appears.
2. Select the Data Source title to create a plan using a data source and click Next.
3. In the Plan Name field, enter the unique name for your plan. For example, Financial Planning.
4. [Optional] In the Description field, enter the description.

5. In the Input Data Source lookup field, select the data source to which you want to relate the plan. For example, Financial Transactions. The information about the data source is filled in automatically in the Data Source Description field. For more information on data sources, see Creating a Data Source.

   Note:

   You can only access the limited data source that is configured for you. To access all the data sources, you must contact your administrator.

6. Click Next.

7. [Optional] Configure your filters for the plan.

   1. In the Dimension field, select the dimensions you want to filter by. For example, Account Name.

   2. In the Operator field, specify the operators. Available operators are the following:

      • Contains
      • Not Contains
      • Start With
      • Equals
      • Not Equals
      • Is Null
      • Is Not
      • Null

8. In the Value field, enter or select the value for the filter that matches your filter logic. For example, AMEX.

   Note:

   You can select one or more values using the "Equals" and "Not Equals" operators, also the "Contains" operator enables you to specify a single text value. For example, if you specify the text "Merlin" using the "Contains" operator, the filter returns records such as "Merlin Auto Spain", "Merlin Inc", and "Merlin Enterprises".

9. Click Add Condition to configure multiple filters for the plan.
10. Click to delete the existing filter configuration.
11. Click Next.

12. In the Plan Builder window:

    1. From the Dimensions or Measures tab:

       1. Select at least one dimension or one measure from the dimension or measure list. All the dimensions or measures created in planning are listed.
       2. Select the dimension or measure and click the desired options or drag and drop the dimensions or measures in the drop Dimension and Measure box on the right side. After you send or drop the dimensions and measures into the dimension and measure box, it is removed from the Dimensions and Measures list. For more information about Dimensions and Measures, see Dimensions.
    2. From the Horizontal Dimension dropbox, select the dimension and click | Send to Dimension Columns or drag and drop the dimensions displayed in the left selector panel to indicate the columns of the structure for the plan. For more information about the Horizontal Dimension, see Horizontal and Vertical Dimensions.
    3. From the Horizontal Measure dropbox, select the measure and click | Send to Measure or drag and drop the measures displayed in the left selector panel to indicate the values for the plan. For more information about the Horizontal Measure, see Horizontal Measure Dropbox.
13. Click Next.

14. [Optional] Update the dimension Analytics values with new values:

    1. In the Dimension column, search and select the dimension from the dataset selected in the Plan Builder to map the Analytics value. You can select one dimension more than once.
    2. In the Analytics Value column, search and select the available values from Analytics of the Dimension selected in the Dimension column. You can only map one value once.
    3. In the New Value column, enter a new value.
    4. Click Save.
    5. [Optional] Click to add one or more rows to map the dimension Analytics value. The icon will be disabled if all the dimension values are already mapped to their new values.
    6. [Optional] Click to delete the existing dimension Analytics value mapping.
15. Click Save to create the plan based on previously selected options, including input data source, filters, dimensions, measure structure, and mapping. For more information, see Managing Plan Lines.