Oracle - Course - 7.1.1 - Demantra - Configuration and Automation - Activity Guide (D64110) PROT PDF

Oracle Demantra 7.1.
1
Configuration and
Automation
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Activity Guide
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D47440GC30
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Edition 3.0
November 2009
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D64110
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Copyright © 2009, Oracle. All rights reserved.
This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and
print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.
Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,
perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization
of Oracle.
The information contained in this document is subject to change without notice. If you find any problems in the document, please
report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS

The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted
by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.
Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may
be trademarks of their respective owners.
Author
Diane Westgate
Technical Contributors and Reviewers
Margie Bell, Mary Martin, Nadav Zivelin, Susan O’Loughlin
This book was published using: oracletutor

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Table of Contents
Oracle Demantra 7.1.1 Configuration and Automation Practices ..............................................................1-1

Oracle Demantra 7.1.1 Configuration and Automation Ed. 3 Student Practices ..........................................1-3
Objectives ......................................................................................................................................................1-4
Lesson 1: Overview of Oracle Demantra ......................................................................................................1-5
Guided Demonstration - Using Demantra .................................................................................................1-6
Lesson 2: Implementation Considerations.....................................................................................................1-10
Lesson 3: The Collaborator Workbench and Worksheets .............................................................................1-11
Guided Demonstration - Using the Collaborator Workbench....................................................................1-12
Guided Demonstration - Working with Worksheets..................................................................................1-14
Practice - Creating and Customizing Worksheets......................................................................................1-16
Solution – Creating and Customizing Worksheets ....................................................................................1-19
Lesson 4: Filters, Open With, and Embedded Worksheets............................................................................1-26
Guided Demonstration - Working with Embedded Worksheets................................................................1-27
Guided Demonstration - Filtering Worksheets ..........................................................................................1-29
Guided Demonstration - Using Open and Open With ...............................................................................1-31
Practice - Filtering and Embedding Worksheets........................................................................................1-33
Solution – Filtering and Embedding Worksheets ......................................................................................1-36
Lesson 5: The Demantra Data Model ............................................................................................................1-42
Guided Demonstration - Using the Data Model Wizard............................................................................1-43
Practice - Modifying the Data Model ........................................................................................................1-45
Click OK.Solution – Modifying the Data Model.......................................................................................1-47
Lesson 6: Introduction to Levels ...................................................................................................................1-53
Guided Demonstration - Reviewing Key Levels in Demand Management...............................................1-54
Guided Demonstration - Using the Level Editor .......................................................................................1-55
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Practice - Creating Levels..........................................................................................................................1-57
Solution – Creating Levels ........................................................................................................................1-59
Lesson 7: Working with Series......................................................................................................................1-68
Guided Demonstration - Choosing a Proportional Calculation Series.......................................................1-70

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Guided Demonstration - Using the Series Editor.......................................................................................1-69
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Practice - Working with Series ..................................................................................................................1-71
Solution – Working with Series.................................................................................................................1-75
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Practice - Creating Client and Server Expressions ....................................................................................1-88
Solution – Creating Client and Server Expressions ...................................................................................1-91
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Lesson 8: Workflows and Methods ...............................................................................................................1-99
Guided Demonstration - Using the Workflow Manager............................................................................1-100
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Guided Demonstration - Creating Methods...............................................................................................1-101
Practice - Creating Workflows and Methods.............................................................................................1-103
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Solution – Creating Workflows and Methods............................................................................................1-110
Lesson 9: Importing and Exporting Data.......................................................................................................1-127
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Guided Demonstration - Using the Integration Interface Wizard ..............................................................1-128
Practice - Creating an Integration Interface ...............................................................................................1-129
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Solution – Creating an Integration Interface..............................................................................................1-136
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Lesson 10: Analytics and Statistical Forecasting...........................................................................................1-154
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Guided Demonstration - Using the Analytical Engine ..............................................................................1-155
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Practice – Forecast Tree.............................................................................................................................1-156
Solution......................................................................................................................................................1-158
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Lesson 11: Using the Business Modeler........................................................................................................1-164
Guided Demonstration - Working with Users and Groups........................................................................1-165
Guided Demonstration - Configuring System Parameters.........................................................................1-167
r aPractice - Creating Users and Groups........................................................................................................1-168

Solution – Creating Users and Groups.......................................................................................................1-170
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Copyright © Oracle Corporation, 2009. All rights reserved.
Activity Guide Table of Contents

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Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
• A thorough knowledge of demand planning.
Prerequisites
• There are no prerequisites for this course.
How This Course Is Organized
This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
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Related Publications
Oracle Publications
Title Part Number
Oracle Demantra 7.1.1 User’s Guide E05072-01
Oracle Demantra 7.1.1 Implementation Guide E050136-03
Oracle Demantra 7.1.1 Demand Management User’s Guide E05179-01
Additional Publications
• System release bulletins
• Installation and user’s guides
• Read-me files
• International Oracle User’s Group (IOUG) articles
• Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
Italic
proper noun)
Emphasized words Do not save changes to the database.
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and phrases,
titles of books and
For further information, see Oracle7 Server SQL Language
Reference Manual.
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courses,
variables
Enter user_id@us.oracle.com, where user_id is the
name of the user.
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Quotation
marks
Interface elements
with long names
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Select “Include a reusable module component” and click Finish.
that have only

initial caps;
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This subject is covered in Unit II, Lesson 3, “Working with
Objects.”
lesson and chapter
titles in cross-
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Uppercase
references
SQL column O ly Use the SELECT command to view information stored in the
names, commands,
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functions, schemas,& On LAST_NAME
column of the EMP table.
table names
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Arrow
Brackets Key
Commas
Menu paths
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names
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Key sequences
U s Select File > Save.
Press [Enter].
Press and release keys one at a time:
Plus signs I n
Key combinations
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
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Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Colum n names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
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This simplified path translates to the following:
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1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary. ca
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2.
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(M) From the menu, select Query then Find.
3. (B) Click the Approve button.

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Notations:
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(N) = Navigator
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(M) = Menu
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(T) = Tab
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(B) = Button
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(I) = Icon
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O (ST) = Sub Tab

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Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
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Oracle Demantra 7.1.1
Configuration and
Automation Practices
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Oracle Demantra 7.1.1 Configuration and Automation Practices

Chapter 1 - Page 1
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Chapter 1 - Page 2
Oracle Demantra 7.1.1 Configuration and Automation Ed. 3
Student Practices
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Chapter 1 - Page 3
Objectives
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Chapter 1 - Page 4
Lesson 1: Overview of Oracle Demantra
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Chapter 1 - Page 5
Guided Demonstration - Using Demantra
In this guided demo, the instructor will show and explain how to use the Oracle Demantra
system, with a particular focus on the Collaborator Workbench and worksheets.
Starting the Collaborator Workbench
The Collaborator Workbench is a web client that allows you to view and access your tasks and
worksheets. The Collaborator Workbench is configurable by user function and role.
1. Start the Web Server: (M) Start>All Programs>Oracle Demantra Spectrum>Start Web
Server.
2. Start the Collaborator Workbench: (M) Start>All Programs>Oracle Demantra

Spectrum>Collaborator Workbench.
3. Log in using the following values:

− User Name = dm
− Password = dm
The Collaborator Workbench is a configurable web-based portal, from which users access
and manage worksheets.
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Chapter 1 - Page 6
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4. Highlight the different areas in the workbench:
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• My Worksheets: Direct access to online reporting and personalized worksheets.
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•
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My Tasks: Automated workflow and exception management reduces information
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Opening a Worksheet
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The primary user interface is called a worksheet. A worksheet is a working environment that
shows specific data, aggregated and filtered as needed. Use worksheets to view, sort, edit, and
print your data.
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Worksheets can include multiple views, which are displayed as tabs or as windows within the
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worksheet window itself. Each view can have a different set of series and a different layout.
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Within any given worksheet, you can display the views as tabs or as child windows that you can
resize and reposition.
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5. From the Collaborator Workbench, click the Demand Analysis Product Category & Org
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worksheet link.
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Chapter 1 - Page 7
Levels
6. Expand the Home Computers product category.
Data in worksheets is organized and aggregated by levels. In the Demand Analysis Product
Category & Org worksheet, Organization is a level and Singapore Distribution Center and
Seattle Distribution Center are both members of this level.
Series
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7. A series is a set of data that can be displayed in a worksheet table or graph, at any
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aggregation level. In the following example, History, History Override, Adjusted History and
Baseline Forecast. are all series.
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Each series can be displayed a column in a worksheet table (and/or graphed). As implementers,
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you create the series you need.
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Chapter 1 - Page 8
Viewing a Forecast
Forecasts are generated automatically, typically weekly or monthly. Forecast details depend on
which series you create and how they are configured and which Analytic Engine is used.
8. From the File menu, choose Open.
9. Open the Global Zone Forecast worksheet.
This is a forecast that is automatically generated by Demantra.
Running a Simulation
Simulations are useful if something affecting the forecast changes, and you do not want to wait
for the next complete engine run. Simulations are very similar to the analytical engine except that
they only run on a subset of the data. They are useful in running ‘what if’ analysis and refreshing
the forecast before the next engine run. Simulation results are written to a separate series that can
be viewed, accepted or rejected.
10. Start the Demantra Simulation Engine: (M) Start>All Programs>Oracle Demantra
Spectrum>Simulation Engine.
11. From the Collaborator Workbench, open the Demand Analysis Item & Org worksheet.
12. In the History Override column, enter the following values:

− 10/02/06 = 41
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− 10/09/06 = 46
− 10/16/06 = 38
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13. From the File menu, choose Save Worksheet. ca
14. From the Data menu, choose Run Simulation.
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The Unsaved Changes dialog box appears.
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15. Click the Yes button. r a
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16. The Select Simulation Type dialog appears.
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17. Choose Entire Worksheet and then click OK.
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The Simulation Engine runs and generates the new forecast.
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18. Click the Rerun button to view the results of the simulation.
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Chapter 1 - Page 9
Lesson 2: Implementation Considerations
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No guided demos or practice exercises.
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Chapter 1 - Page 10
Lesson 3: The Collaborator Workbench and Worksheets
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Chapter 1 - Page 11
Guided Demonstration - Using the Collaborator Workbench
In this guided demo, the instructor will show and explain how to use and customize the
Collaborator Workbench.
Starting the Collaborator Workbench
Server.


− User Name = dm
− Password = dm
The Collaborator Workbench appears. The Collaborator Workbench is a configurable web-

based portal, from which users access and manage worksheets.
4. Highlight the following areas of the Collaborator Workbench:

− My Worksheets
− My Tasks
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− Who’s Online
− Dashboard
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Configuring the Collaborator Workbench
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The Collaborator Workbench page includes a wide pane and a narrow pane, and each pane has a
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to bottom.
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possible set of modules that it can display. You choose the modules and their display order, top
5. Click the Personalize link. r a

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The Personalize - Modules page appears. This page contains two lists: one for items that can
be displayed in the wide pane and one for items that can be displayed in the narrow pane.
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These lists include the following:
•
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My Tasks and My Worksheets, which can be displayed only in the wide pane.
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Who's Online, which can be displayed only in the narrow pane.
•
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Worksheets that have been defined as content and to which you have access. When a
r a worksheet is defined as content, it is defined as belonging to the wide pane or the

narrow pane.
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Chapter 1 - Page 12
6. In each list, use the check boxes to select or deselect the modules that you want to see.
7. Click the Next button.
The Personalize - Order page appears.
8. Select a module and then click the up or down buttons to change its position in the list.
The order here is the order in which these modules are shown in Collaborator Workbench.
10. Click Finish to save your changes.
Configuring the My Worksheets Display
11. From the My Worksheets toolbar, click the Personalize button.
The Select Worksheets page appears.
12. From the Worksheet Name list, check the name of the worksheets that you want to appear in
the Collaborator Workbench.
The Order and Number of Worksheets page appears. m y

14. Use the arrow buttons to arrange the worksheets in the order in which they should appear in d e
the Collaborator Workbench.
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15. Click the Finish button.
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Configuring the My Tasks Display
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16. From the My Tasks toolbar, click the Personalize button.
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The Personalize My Tasks view page appears.
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17. Update the Number of Tasks to View, Order Tasks By, and Sort fields as desired.
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Configuring the Content Pane
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19. From the Content Pane toolbar, click the Edit button.
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20. Make changes in the Content Pane editor.
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21. Click the Save button.
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Chapter 1 - Page 13
Guided Demonstration - Working with Worksheets
In this guided demo, the instructor will show and explain how worksheets function within
Demantra.
Opening a Worksheet
Server.


− User Name = dm
− Password = dm
The Collaborator Workbench is a configurable web-based portal, from which users access
and manage worksheets.
4. In the My Worksheets tab, click the Waterfall Analysis Product Category & Org link.
This is an example of a worksheet that has been defined for the Demand Management (DM)
application. A worksheet is a custom- (or semi-custom) working environment, designed for m y
the users’ specific business needs. Here, users view and edit data. This includes viewing and
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adjusting the forecast, and adding notes and attachments.
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Configuring Worksheet Layout
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You can configure the worksheet layout from within the Layout Designer.
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5. From the Worksheet menu, choose Layout Designer.
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Each of the tabs in the Worksheet Designer represents a view. By clicking on these tabs you
can configure each view independently of each other.
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6. Click the Absolute Deviation tab.& On
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8. Click OK.
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7. In the Graph Type drop-down list box, choose Line Chart.
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Notice that the view has changed from a bar chart to a line chart.
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9. Re-open the Worksheet Designer and click the Absolute Deviation tab.
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10. Click the Layout button.
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Chapter 1 - Page 14
11. Drag the Organization label onto the vertical axis (to the left of Time).
12. Click OK.
Notice that the worksheet view changes to display Absolute Deviation, subdivided by
organization.
Add a Level
13. From the Worksheet menu, choose Aggregation Levels.
Notice that the worksheet is currently defined to display the Product Category and
Organization levels.
14. From the Available Levels list, double-click the Item level.
15. Click OK.
16. From the Data menu, choose Rerun.
17. Expand the Product Category and Organization tree. Notice that the Item level has been
added to the worksheet.
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Chapter 1 - Page 15
Practice - Creating and Customizing Worksheets
Overview
In this practice you will:
• Create a worksheet.
• Customize the worksheet appearance.
Assumptions
• Students must have access to an Oracle Application Vision database or comparable
training or test instance at your site on which to complete this practice.
Tasks
Create a Worksheet
1. Start the Web Server.
2. Start the Collaborator Workbench.
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− User Name = dm
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− Password = dm
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4. Open an existing worksheet.
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5.
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From the File menu, choose New. The Worksheet Designer opens.
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6.
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Create a new worksheet using the following values:
− Name = Training Worksheet 1 r
− Access = Private O ly
7. Click the Series button.
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8.
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In the Selected Series field, remove the default series by multi-selecting All Series and
t e r U s
then clicking the left arrow.
9.
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From the Available Series list, expand All Series and then add the following series to the
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Selected Series list:
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− History
− Final Forecast
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− Final Approved By
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Chapter 1 - Page 16
− Abs % Error
10. Click the Time button.
11. Enter the following values:

− Aggregate Data by Specified Time Period = 4-4-5
− Time Window = Specify Relative to Last Sales Date
− Time Periods Before = -12
− Time Periods After = 6
12. Click the Aggregation button.
13. Add the following levels to the Selected Levels list:

− Product Category
− Organization
14. Click the Filters button.
15. From the Available Filter Levels list, double-click Organization to add it to the Selected
Filter Levels list.
16. In the Available Members list, add the following the Selected Members list:
− TST:D1:Singapore Distribution Center
− TST:D2:Seattle Distribution Center
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17. Click OK.
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18. From the File Menu, choose Save Worksheet.
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Customize the Worksheet Appearance
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21. From the Graph Type drop-down list box, choose Bar Chart.
22. Click the Advanced button.

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24. Click OK.
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23. From the View Elements tab, disable the Note/Attachments check box.
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25. Click the Order Series icon (located next to the Graph Type drop-down list box).
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26. Drag and drop the series in this order:
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− Final Forecast
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Chapter 1 - Page 17
− Abs % Error
− Final Approval
27. Click the Close button.
28. From the Page section, Drag and drop Organization beside Time.
29. Click OK.
30. Save the worksheet. From the File menu, choose Save Worksheet.
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Chapter 1 - Page 18
Solution – Creating and Customizing Worksheets
Create a Worksheet
Server.


− User Name = dm
− Password = dm
5. From the File menu, choose New. The Worksheet Designer opens.
6. Create a new worksheet using the following values:

− Name = Training Worksheet 1
− Access = Private
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Chapter 1 - Page 19
8. In the Selected Series field, remove the default series by multi-selecting All Series and
9. From the Available Series list, expand All Series and then add the following series to the
− History
− Final Forecast
− Final Approval
− Abs Deviation
− Abs % Error
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Chapter 1 - Page 20
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− Product Category ca
− Organization
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Chapter 1 - Page 21
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Filter Levels list.
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15. From the Available Filter Levels list, double-click Organization to add it to the Selected
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16. In the Available Members list, add the following the Selected Members list: A
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Chapter 1 - Page 22
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17. Click OK.
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Customize the Worksheet Appearance
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21. From the Graph Type drop-down list box, choose Bar Chart.

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23. From the View Elements tab, disable the Note/Attachments check box.
24. Click OK.

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25. Click the Order Series icon (located next to the Graph Type drop-down list box).
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26. Drag and drop the series in this order:
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− Final Forecast
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Chapter 1 - Page 23
− Abs % Error
− Final Approval
28. From the Page section, Drag and drop Organization beside Time.
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Chapter 1 - Page 24
m y
29. Click OK.
d e
30. Save the worksheet. From the File menu, choose Save Worksheet.
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Chapter 1 - Page 25
Lesson 4: Filters, Open With, and Embedded Worksheets
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Chapter 1 - Page 26
Guided Demonstration - Working with Embedded Worksheets
In this guided demo, the instructor will show and explain how embedded worksheets function
within Demantra.
Viewing Embedded Worksheets
Show an example of an embedded worksheet:
Server.


− User Name = dm
− Password = dm
4. Open the Demand Analysis Product Category & Zone worksheet.
5. Point out that the Demand Analysis Item & Zone tab at the bottom of the worksheet indicates
that this is an embedded worksheet.
m y
Adding Embedded Worksheets
d e
6. From the File menu, choose New.
ca
The Layout Designer appears.
e A
c l
a
− Name = Embedded Worksheet Example
r
O ly
Levels list.
l & On
9. Double-click the Product Category and Organization levels to add them to the Selected
n a e
t e r
11. Add the following filters:
U s
I n
− Product Category = Automotive
− Organization = TST:M2:Boston Manufacturing
c l e
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O

Chapter 1 - Page 27
14. Disable the Notes/Attachments checkbox.
15. Enable the WS As Subtabs checkbox.
16. Click Add WS as Subtab.
17. From the Available Levels list, select the Organization level and then click the right arrow to
add it.
18. From the Available Worksheets list, select the Demand Analysis Item & Org worksheet and
add it to the Selected Worksheets list.
19. Click OK.
20. Click OK.
21. From the Options menu, choose Synch Automatically.
22. Rerun the worksheet. From the Data menu, choose Rerun.
Notice that the Demand Analysis Item & Org embedded worksheet has been added to the
worksheet.
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Chapter 1 - Page 28
Guided Demonstration - Filtering Worksheets
In this guided demo, the instructor will show and explain how to filter worksheets within
Demantra.
Server.


− User Name = dm
− Password = dm
4. In the My Worksheets tab, click the Waterfall Analysis Product Category & Org link.
7. In the Available Filters Levels list, select Product Category and add it to the Selected Filters
Levels list.
m y
8. In the Available Members list, and the following to the Selected Members list:
d e
− Desktop Computers
− Handheld Computers and PDAs
ca
− Home Computers
− Notebook Computers
e A
9. Click OK.
c l
r a
Note: You must re-run a worksheet whenever you change which data it displays.
10. From the Data menu, choose Rerun. O ly

l & On
categorizes.
n a e
Notice that the worksheet is now filtered to only display items from the filtered product
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Chapter 1 - Page 29
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Chapter 1 - Page 30
Guided Demonstration - Using Open and Open With
In this guided demo, the instructor will show and explain how to use the Open and Open With
functionality within Demantra worksheets.
Using the Open Menu Option
Server.


− User Name = dm
− Password = dm
4. Open the Waterfall Analysis Product Category & Org worksheet.
5. Right-click the Monitors level, and then choose Open.
6. The default worksheet (in this case Demand Analysis Product Category & Org) associated
with the Monitors level opens.
m y
Using the Open With Menu Option
d e
7. Right-click Monitors, point to Open With and then choose Demand Analysis Product
Category & Zone. ca
e
The Demand Analysis Product Category & Zone worksheet opens; automatically filtered by
A
the Monitors product category.
c l
r a
Configuring the Open and Open With Options
O ly
To configure Open and Open With, you associate levels and worksheets:
l & On
8. Start the Demantra Business Modeler: (M) Start>All Programs>Oracle Demantra
Spectrum>Business Modeler.
n a e
e r s
− User Name = dm
t U
I
− Password = dmn
l e
10. From the Components menu, choose Create/Open Component.
c
r a
11. Select Demand Management and then click OK.
O12. Click the Next button until the Worksheet for Levels dialog box appears.

Chapter 1 - Page 31
13. From the Select a Level drop-down list box, choose Product Category.
The dialog box displays all worksheets that are configured with the Product Category level.
14. Specify which worksheet you would like to set as the default.
15. Click OK to save & exit.
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Chapter 1 - Page 32
Practice - Filtering and Embedding Worksheets
Overview
• Add filters to the worksheet.
• Add an embedded worksheet.
Assumptions
Tasks
Create a Worksheet
1. Start the Web Server.
m y
2. Start the Collaborator Workbench.
d e
− User Name = dm
ca
− Password = dm
e A
c l
5.
r a
From the File menu, choose New. The Worksheet Designer opens.
6.
O ly
Create a new worksheet using the following values:
l & On
7.
n
Click the Series button.a e
8.
t e r U s
In the Selected Series field, remove the default series by multi-selecting All Series and
n
I
9.
l e
From the Available Series list, expand All Series and then add the following series to the
c
r a − History
− Baseline Forecast
O − Final Forecast

Chapter 1 - Page 33
− Final Approval


− Organization
14. Click OK.
Note: Click OK when prompted that the worksheet does not contain any filters or
dimensions.
Add Filters to the Worksheet m y

16. From the Worksheet menu, choose Layout Designer. d e
17. Click the Filters button. ca
e A
c l
18. From the Available Filters list, select Product Category and click the right arrow to move
it to the Selected Filter Levels list.
19. Select the following members:

r a
− Monitors O ly
− Printers
l & On
n a e
20. From the Available Filters list, select Organization and click the right arrow to move it
t e r U s
to the Selected Filter Levels list.
I n
l e
c
r a22. Click OK.
O 23. From the File menu, choose Save Worksheet.

Chapter 1 - Page 34
The new worksheet changes to only display the Notebook Computers, Monitors, and
Printers product categories, for the Singapore and Seattle distribution centers.
Embed a Worksheet
25. From the Worksheet menu, choose Layout Designer. The Worksheet Designer opens.
27. Disable the Notes/Attachments checkbox.
30. From the Available Levels list, select the Organization level and then click the right
arrow to add it.
31. From the Available Worksheets list, select the Demand Analysis Item & Org worksheet
and add it to the Selected Worksheets list.
32. Click OK.
m y
33. Click OK.
d e
34. From the File menu, choose Save Worksheet.
ca
e A
l
36. Rerun the worksheet. From the Data menu, choose Rerun.
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Chapter 1 - Page 35
Solution – Filtering and Embedding Worksheets
Create a Worksheet
Server.


− User Name = dm
− Password = dm
6. Create a new worksheet using the following values:

m y
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O 7. Click the Series button.

Chapter 1 - Page 36
8. In the Selected Series field, remove the default series by multi-selecting All Series and
9. From the Available Series list, expand All Series and then add the following series to the
− History
− Final Forecast
− Final Approval
m y
d e
ca
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O ly
l & On
n a e
t e r U s
I n
c l e
r a13. Add the following levels to the Selected Levels list:
O − Product Category

Chapter 1 - Page 37
− Organization
m y
d e
14. Click OK.
ca
Note: Click OK when prompted that the worksheet does not contain any filters or
dimensions.
e A
c l
Add Filters to the Worksheet r a

O ly
& On
l
n a e
t e r U s
18. From the Available Filters list, select Product Category and click the right arrow to move
it to the Selected Filter Levels list.
I n
l e
c
− Monitors
r a − Printers
O

Chapter 1 - Page 38
20. From the Available Filters list, select Organization and click the right arrow to move it
to the Selected Filter Levels list.

m y
d e
ca
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c l
22. Click OK.
r a
O ly
& On
l
a e
The new worksheet changes to only display the Notebook Computers, Monitors, and
n
Embed a Worksheet
t e r
Printers product categories, for the Singapore and Seattle distribution centers.
U s
I n
25. From the Worksheet menu, choose Layout Designer. The Worksheet Designer opens.
c l e
r a27. Disable the Notes/Attachments checkbox.
O

Chapter 1 - Page 39
30. From the Available Levels list, select the Organization level and then click the right
arrow to add it.
31. From the Available Worksheets list, select the Demand Analysis Item & Org worksheet
and add it to the Selected Worksheets list.
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32. Click OK.
n a e
33. Click OK.
t e r U s
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c
r a36. Rerun the worksheet. From the Data menu, choose Rerun.
O

Chapter 1 - Page 40
Notice that the Demand Analysis Item & Org embedded worksheet has been added to the
worksheet.
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Chapter 1 - Page 41
Lesson 5: The Demantra Data Model
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Chapter 1 - Page 42
Guided Demonstration - Using the Data Model Wizard
Changing the Time Bucket


− User Name = dm
− Password = dm
3. From the Data Model menu, choose Open Data Model.
4. Double-click the DM/S&OP icon.
The Demantra Data Model wizard opens.
5. Click the Next button until the Select Time Bucket dialog box appears.
You can use the Select Time Bucket dialog box to change the time bucket to daily, weekly,
or monthly, and to specify the first day of your planning week.
Adding New Level Information Above Item

m y
Note: The following guided demonstration simulates the addition of new level information above
the item level. To actually make this change requires adding a new column to the database. In
d e
this case, selecting another existing database column simulates the database change.
ca
6. Click the Next button until the Data Model Design dialog box appears.
e A
c l
7. Right-click the Item table (indicated by a yellow box), and choose Create Relation.
r a
8. In the Table Name drop-down list box, choose the item table (t_src_item_tmpl).
O ly
9. In the Field Name drop-down list box, choose el_item_category_10.
l & On
10. In the Name field, type item_category.
n a e
The Internal Table Name field is automatically updated to reflect the typed name.
t e r U s
11. Right-click the item_category item in the object list, and choose Create Description.
I n
12. In the Table Name drop-down list box, choose the item table (t_src_item_tmpl).
c l e
13. In the Field Name drop-down list box, choose el_item_category_10.
r a
14. In the Name field, enter itemcategorydesc.
O

Chapter 1 - Page 43
15. In the Level Title field, enter Item Category.
This label is used to identify the new level in any worksheets that you create.
18. Click the Build Model button.
19. The Build\Upgrade Model dialog box appears.
20. Select the Upgrade Existing Model.
If you have made any changes to the model’s time buckets, also choose the Run Time
Bucket option. Otherwise, leave this option blank.
21. Click OK.
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Chapter 1 - Page 44
Practice - Modifying the Data Model
Overview
• Rename an existing level.
• Add a new level.
Assumptions
Tasks
Renaming an Existing Level
Adding a New Level
In this practice we will add a new level above Site. The first step to adding a new level is
modifying the staging table. In this case, the Region column was added.
m y
d e
ca
− User Name = dm
e A
− Password = dm
c l
r a

O ly
l & On
n a e
t e r U s
6. Right-click the Site level and choose Create Relation.
I n
c l e
− Table Name = t_src_loc_tmpl
− Field Name = Region
r a − Name = Region
− Internal Table Name = t_ep_region
O

Chapter 1 - Page 45
8. Right-click on the Region level and choose Create Description.

− Name = Region_desc
− Level Title = Region
− Enable Level = Enabled
The Finish Wizard dialog box appears.
The Build\Upgrade Model dialog box appears.
13. Choose the Upgrade Existing Model option.
14. Click OK.
Demantra rebuilds the model to include the new levels. Note that this may take a few
minutes.
m y
15. Click the Finish button. The new level will now appear in the list of available levels.
d e
16. From the Configuration menu, choose Configure Levels.
ca
Notice the new Region level.
e A
c l
The next step is to make sure that this new level is viewable.
r a
O ly
& On
18. Double-click the Demand Management icon.
l
a e
The Component Wizard appears.
n
t e r U s
19. Click the Next button until the Select component Levels dialog box appears.
n
20. Right-click the Channel and Region levels, and choose Full Control.
I
21. Click OK.
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O

Chapter 1 - Page 46
Click OK.Solution – Modifying the Data Model
Adding a New Level
In this practice we will add a new level above Site. The first step to adding a new level is
modifying the staging table. In this case, the Region column was added.


− User Name = dm
− Password = dm
6. Right-click the Site level and choose Create Relation.

m y
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O − Table Name = t_src_loc_tmpl


Chapter 1 - Page 47
− Name = Region
− Internal Table Name = t_ep_region
8. Right-click on the Region level and choose Create Description. m y

9. Enter the following values: d e
ca
− Name = Region_desc
e A
− Level Title = Region
− Enable Level = Enabled
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Chapter 1 - Page 48

m y
The Finish Wizard dialog box appears.
d e
ca
The Build\Upgrade Model dialog box appears.
e A
13. Choose the Upgrade Existing Model option.
c l
14. Click OK.
r a
O ly
Demantra rebuilds the model to include the new levels. Note that this may take a few
minutes.
l & On
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t e r U s
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Chapter 1 - Page 49
15. Click the Finish button. The new level will now appear in the list of available levels.
m y
d e
Notice the new Region level.
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Chapter 1 - Page 50
m y
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The next step is to make sure that this new level is viewable.
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Chapter 1 - Page 51
18. Double-click the Demand Management icon.
The Component Wizard appears.
19. Click the Next button until the Select component Levels dialog box appears.
20. Right-click the Channel and Region levels, and choose Full Control.
m y
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21. Click OK.
O

Chapter 1 - Page 52
Lesson 6: Introduction to Levels
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Chapter 1 - Page 53
Guided Demonstration - Reviewing Key Levels in Demand
Management
Server.


− User Name = dm
− Password = dm
4. From the Collaborator Workbench, click the Demand Analysis Product Category & Org link.
The Demand Analysis Product Category & Org worksheet opens.
5. From the Worksheet menu, click Layout Designer.
The Layout Designer appears.
m y
7. Note the following key levels:
d e
• Demand Class: A grouping of customers, type of demand, or different sources of
demand that allows for tracking and consuming by group.
ca
• Item: Anything you make, purchase, or sell, including components, subassemblies,
e A
finished products, or supplies.
c l
•
r a
Organization: The ship from (that is, plant or distribution center) address.
• Site: The customer.

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Chapter 1 - Page 54
Guided Demonstration - Using the Level Editor
In this guided demo, the instructor will show and explain how to launch the Level Editor and
create or modify a level.
Opening the Level Editor
1. Start the Demantra Business Modeler.
The Configure Levels dialog box appears.
3. To view or edit level properties, right-click the level and then choose Open > General
Properties.
Creating a Level
4. To create a new level, click the New button.
The General Properties page of the Level Editor appears.

− Title = Product Class
m y
− Type = Product Level
− Child Level= Item d e
Note: any level can have multiple parent levels, but no more than one child level. ca
e A
c l
a
The Data Properties dialog box appears.
r
O ly
7. Enter the following value as the name of the table where this level is stored:
− Table Name = t_ep_productclass
l & On
This table can be created automatically, or you can choose an existing table.
n a e
t e r U s
The General Attributes dialog box appears. No attributes are displayed.
I n
9. To add an attribute, right-click the Attributes section, and choose Add.
c l e
10. Specify the following:
r a − Attribute Name=Name
− Column Type =Character
O

Chapter 1 - Page 55
11. Click Next.
The Defaults dialog box appears.
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Chapter 1 - Page 56
Practice - Creating Levels
Overview
• Create a new level, Item Class, using the Level Editor.
• Add the new level to a worksheet.
• Create new level members and assign them to items.
Assumptions
Tasks
In this practice, we will create a new level, Item Class, which is maintained within Demantra and
is used to categorize items.

m y
d e
− User Name = dm
− Password = dm
ca
3. From the Configuration Menu, choose Configure Levels.
e A
4. Click the New button.
c l
5. Enter the following values: r a
− Title = Item Class O ly
− Child Level= Item
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t e r U s
I n
7. Enter the following value:
l e
− Table Name = t_ep_itemclass
c
r a Note: Demantra tables use the t_ep_ prefix.
O8. Click the Next button.

Chapter 1 - Page 57
10. Click Finish.
Populate the New Level
11. Stop the Web Server: (M) Start>All Programs>Oracle Demantra Spectrum>Stop Web
Server.
Server.


− User Name = dm
− Password = dm
worksheet link.
17. From the Available Levels list, double-click the Item and Item Class levels to add them to the
m y
hierarchy.
d e
18. Click OK.
ca
e A
l
20. Right-click the Default Item Class icon, and then choose New Item Class.
c
21. In the Name field, type A Class.
r a
22. Click Create.
O ly
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23. Repeat steps 21 and 22 to create a B Class and C Class.
n a e
24. Right-click on an item and choose Edit.
t e r U s
25. From the t_ep_itemclass drop-down list box, assign an item class to the item.
26. Click OK.

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Chapter 1 - Page 58
Solution – Creating Levels
There are two ways to create new levels in the Business Modeler: in the Data Model wizard, or
using the Configure Levels option. If you have a source for the level, then you should use the
Data Model wizard. If it doesn’t have a source (and you want to maintain it in Demantra), then
use the Configure Levels option.
Create a New Level


− User Name = dm
− Password = dm
3. From the Configuration Menu, choose Configure Levels.
The Configure Levels dialog box appears, showing all defined levels.
m y
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Chapter 1 - Page 59
m y
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c l
The Level Editor appears.
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Chapter 1 - Page 60
− Title = Item Class
− Child Level= Item
m y
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7. Enter the following value:
e A
− Table Name = t_ep_itemclass
c l
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Note: Demantra tables use the t_ep_ prefix.
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Chapter 1 - Page 61
The General Attributes dialog box appears.
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O

Chapter 1 - Page 62
10. Click Finish.
The Level Editor adds the new level to your model. Note that this may take a few minutes to
complete. When the operation completes you should be able to see the new level, Item
m y
Class, in the Configure Levels dialog box.
d e
Populate the New Level
ca
11. Stop the Web Server: (M) Start>All Programs>Oracle Demantra Spectrum>Stop Web
Server.
e A
c l
Server.
r a
O ly
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− User Name = dm
n a e
− Password = dm
t e r U s
worksheet link. I n
c l e
r a The Layout Designer’s Aggregation page opens.
O

Chapter 1 - Page 63
17. From the Available Levels list, double-click the Item and Item Class levels to add them to the
hierarchy.
m y
d e
18. Click OK.
ca
e A
c l
The new level, Default Item Class, is added to the hierarchy.
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Chapter 1 - Page 64
20. Right-click the Default Item Class icon, and then choose New Item Class.
The New Item Class dialog box appears.
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Chapter 1 - Page 65
m y
d e
ca
e A
21. In the Name field, type A Class.
c l
22. Click Create.
r a
O ly
23. Repeat steps 21 and 22 to create a B Class and C Class.
l & On
24. Right-click on an item and choose Edit.
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The Edit Item dialog box appears.
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Chapter 1 - Page 66
m y
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ca
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25. From the t_ep_itemclass drop-down list box, assign an item class to the item.
26. Click OK.

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Chapter 1 - Page 67
Lesson 7: Working with Series
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Chapter 1 - Page 68
Guided Demonstration - Using the Series Editor
In this guided demo, the instructor will show and explain how to modify existing series using the
Series Editor.


− User Name = dm
− Password = dm
3. From the Configuration menu, choose Configure Series. The Series Editor appears.
A list of all available series displays on the left side of the editor.
4. Click the History series.
5. Use the following Series Editor pages to configure the series:
• General Properties: Specify the series name and other basic information.
• Display Properties: Specify how to display this series in tables and graphs; also
specify numeric precision of series (number of decimal places). m y
d e
• Dropdown Properties: Optionally configure the series elements as dropdown lists.
ca
• Data Properties: Specify how this series will be stored in the database.
e A
•
c l
Expressions Properties: Specify a server expression, a client expression, or both, that
calculate values for this series.
• r a
Security: Specify which users can access this series.
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Chapter 1 - Page 69
Guided Demonstration - Choosing a Proportional Calculation
Series
In this guided demo, the instructor will show and explain how to choose a proportional
calculation series.


− User Name = dm
− Password = dm
3. From the Configuration menu, choose Configure Series.
4. Navigate to the series that you want to configure.
5. Click Data Properties.
6. Click the Proportional check box. This specifies that the selected series is proportional.
7. From the Proportional Calculation Series drop-down list box, choose the series you want to
use as for proportional calculations.
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Chapter 1 - Page 70
Practice - Working with Series
Overview
• Create a simple series that will be used for importing data.
• Create a second series that will be used as a review flag.
• Add the review series to a worksheet.
Assumptions
Tasks
Create a Series for Importing Data

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− User Name = dm
− Password = dm
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The Series Editor appears.
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4. Click the New button. r a
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The General Properties dialog box appears.
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− Series Name = Budget
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− Internal Name = BudgetSeries
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The Display Properties dialog box appears.
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a
7. From the Display Format drop-down list box, choose ###,###.
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Chapter 1 - Page 71
The Lookup Properties dialog box appears.

− Data Table = Sales Data
11. Click OK when the Select Data Type dialog box appears.

− Proportional = Yes
− Proportion Calculation Series = Final Order Plan
− Aggregation Function = Sum
The Expressions Properties dialog box appears.
14. Click the Server Expression Editor button.
15. Enter the following value in the Expression Field:

− Server Expression = sum (branch_data.budgetseries)
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Note: This is an aggregation expression, which sums the column when viewing the
worksheet at a higher aggregation level.
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16. Click the Verify button to check that the expression is valid.
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17. Click OK.
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The Security dialog box appears. r a
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column.
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19. From the Available column, double-click the Admin1 user to add it to the Selected Users

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21. Close the Series configuration dialog box.
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Create a Review Flag Series
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22. From the Business Modeler’s Configuration menu, choose Configure Series.
r a The Series Editor appears.
O23. Click the New button.


Chapter 1 - Page 72

− Series Name = Review Flag
− Internal Name = Review_Flag
− Editable = Yes

− Display Type = Table Only
− Display Format = ###,###
− Function = Min
28. From the Dropdown Type drop-down list box, choose List.
29. Click the Edit Drop Down List button.
30. Click Add and enter the following values:

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− 0 = Not Reviewed
− 1 = Reviewed d e
31. Click OK. ca
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− Data Table = Mdp Matrix O ly
& On
− Available for Exceptions = Yes
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The Expression Properties dialog box appears.
t U
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35. Click the Edit Server Expression button.
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The Server Expression Editor dialog box appears.
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36. Enter the following value in the Expression field:
− Server Expression = min(nvl(mdp_matrix.review_flag,0))
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Chapter 1 - Page 73
This function converts all null values to zero (not reviewed).
37. Click the Verify button to make sure that the expression is valid.
38. Click OK.
The Security dialog box appears.
column.
42. Close the Series Configuration dialog box.
43. Close the Business Modeler and stop the web server.
Show the Review Series in a Worksheet
Server.

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− User Name = dm
ca
− Password = dm
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47. Open the Demand Analysis Product Category & Org worksheet.
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48. From the Worksheet menu, choose Series.
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49. From the Available Series list, expand All Series and then double-click the Review Flag
& On
series icon to add it to the Selected Series list.
l
50. Click OK.
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Scroll to the far right to see the new series, and change one of the series to “Reviewed”.
Notice that all the series should change, because this is a matrix series and it applies to this
c l e
item/location combination.
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Chapter 1 - Page 74
Solution – Working with Series
Create a Series for Importing Data


− User Name = dm
− Password = dm

− Series Name = Budget
− Internal Name = BudgetSeries
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Chapter 1 - Page 75
7. From the Display Format drop-down list box, choose ###,###.
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Chapter 1 - Page 76
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− Data Table = Sales Data
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Chapter 1 - Page 77
11. Click OK when the Select Data Type dialog box appears.
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12. Enter the following values: l & On
− Proportional = Yes
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− Proportion Calculation Series = Final Order Plan
− Aggregation Function = Sum
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The Expressions Properties dialog box appears.
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14. Click the Server Expression Editor button.
O15. Enter the following value in the Expression Field:

Chapter 1 - Page 78
− Server Expression = sum (branch_data.budgetseries)
Note: This is an aggregation expression, which sums the column when viewing the
worksheet at a higher aggregation level.
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16. Click the Verify button to check that the expression is valid. A
17. Click OK.
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18. Click the Next button. r a
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column.
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Chapter 1 - Page 79
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21. Close the Series configuration dialog box.
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Create a Review Flag Series
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22. From the Business Modeler’s Configuration menu, choose Configure Series.
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− Series Name = Review Flag
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− Internal Name = Review_Flag
− Editable = Yes
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Chapter 1 - Page 80
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− Display Type = Table Only
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− Display Format = ###,###
− Function = Min
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Chapter 1 - Page 81
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28. From the Dropdown Type drop-down list box, choose List.
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Chapter 1 - Page 82
29. Click the Edit Drop Down List button.
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30. Click Add and enter the following values:
− 0 = Not Reviewed
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− 1 = Reviewed
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31. Click OK.
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r a The Data Properties dialog box appears.
O33. Enter the following values:

Chapter 1 - Page 83
− Data Table = Mdp Matrix
− Available for Exceptions = Yes
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35. Click the Edit Server Expression button.
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The Server Expression Editor dialog box appears.
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36. Enter the following value in the Expression field:
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− Server Expression = min(nvl(mdp_matrix.review_flag,0))
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Chapter 1 - Page 84
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This function converts all null values to zero (not reviewed).
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37. Click the Verify button to make sure that the expression is valid.
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38. Click OK.
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column.
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Chapter 1 - Page 85
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42. Close the Series Configuration dialog box.
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Show the Review Series in a Worksheet
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Server.
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& On
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− User Name = dm
− Password = dm
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49. From the Available Series list, expand All Series and then double-click the Review Flag
c
series icon to add it to the Selected Series list.
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Chapter 1 - Page 86
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50. Click OK.
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Scroll to the far right to see the new series, and change one of the series to “Reviewed”.
Notice that all the series should change, because this is a matrix series and it applies to this
item/location combination.
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Chapter 1 - Page 87
Practice - Creating Client and Server Expressions
Overview
• Create a server expression that compares actuals with the archived forecast.
• Create a client expression that compares actuals with the archived forecast.
Assumptions
Tasks
Create a Server Expression
This server expression calculates the difference between the actuals and archived forecast. You
typically use a server expression if you want to calculate something at the lowest level, and then
use an aggregation function (for example, average).
m y
d e
ca
− User Name = dm
− Password = dm
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c l
3. From the Configuration Menu, choose Configure Series.
The Series Editor wizard appears. r a

O ly
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− Series Name = Four Week Lag Difference
t e r U s
− Internal Name = Four_Week_Lag_Difference
n
6. Click the Next button (three times) until the Data Properties dialog box appears.
I
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7. In the Data Table field, select Sales Data from the drop-down list.
c
r a Note: When the Select Data Type dialog box appears, click the Cancel button.

Chapter 1 - Page 88
9. Click the button to the right of the Server Expression field. The Server Expression Editor
appears.
10. Enter the following in the Server Expression field:
sum(nvl(branch_data.demand,(nvl(branch_data.pseudo_sale,branch_data.actual_quantity)*(
1.00+nvl(branch_data.demand_fact,0))))-(nvl(branch_data.week4_forecast,0)))
11. Click the Verify button to check that the server expression is valid.
12. Click OK to return to the Expressions Properties dialog box.
14. Close the Configure Series wizard.
Create a Client Expression
This client expression is similar to the server expression, and calculates the difference between
the actuals and archived forecast. However, unlike a server expression, the calculation is
automatically refreshed whenever a change is made, and you don’t have to re-load the
worksheet.
m y
Use a Client Expression if you want to calculate something at the level of the worksheet.
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ca
The Series Editor wizard appears.
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− Series Name = Four Week Lag Difference2
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− Internal Name = Four_Week_Lag_Difference2
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Note: When the Select Data Type dialog box appears, click the Cancel button.
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21. Click the Define Client Expression button to the right of the Client Expression field.
O22. Enter the following in the Expression field:

Chapter 1 - Page 89
If ( GetRow ( ) < ForecastFirstRow() , If ( IsNull( Adjusted History ) , 0, Adjusted
History ) - If ( IsNull( 4 Week Lag Forecast ) , 0, 4 Week Lag Forecast ) , 0)
23. Click the Verify button to check that the server expression is valid. Click OK.
24. Click OK to leave the Client Expression Editor.
26. Close the Series Editor wizard.
27. Close the Demantra Business Modeler.
28. Stop the Demantra web server.
View the series
Server.


− User Name = dm
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− Password = dm
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c l
34. From the Available Series list, expand All Series and double click the Four Week Lag
Difference and Four Week Lag Difference2 series to add them to the worksheet.
35. Click OK. r a

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& On
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The results of the client and server expressions display in the last two columns of the
worksheet (actual results may vary).
37. Close the worksheet.

t e r U s
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38. Log out of the Collaborator Workbench.
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Chapter 1 - Page 90
Solution – Creating Client and Server Expressions
Create a Server Expression
This server expression calculates the difference between the actuals and archived forecast. You
typically use a server expression if you want to calculate something at the lowest level, and then
use an aggregation function (for example, average).


− User Name = dm
− Password = dm

− Series Name = Four Week Lag Difference
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− Internal Name = Four_Week_Lag_Difference
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Chapter 1 - Page 91
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c
appears. r a
9. Click the button to the right of the Server Expression field. The Server Expression Editor
O ly
10. Enter the following in the Server Expression field:
l & On
sum(nvl(branch_data.demand,(nvl(branch_data.pseudo_sale,branch_data.actual_quantity)*(
a e
1.00+nvl(branch_data.demand_fact,0))))-(nvl(branch_data.week4_forecast,0)))
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Chapter 1 - Page 92
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11. Click the Verify button to check that the server expression is valid. d e
12. Click OK to return to the Expressions Properties dialog box. ca
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14. Close the Configure Series wizard.
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Create a Client Expression
O ly
l & On
This client expression is similar to the server expression, and calculates the difference between
the actuals and archived forecast. However, unlike a server expression, the calculation is
a e
automatically refreshed whenever a change is made, and you don’t have to re-load the
n
worksheet.
t e r U s
Use a Client Expression if you want to calculate something at the level of the worksheet.
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Chapter 1 - Page 93
− Series Name = Four Week Lag Difference2
− Internal Name = Four_Week_Lag_Difference2
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Chapter 1 - Page 94
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21. Click the Define Client Expression button to the right of the Client Expression field.
ca
22. Enter the following in the Expression field:
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If ( GetRow ( ) < ForecastFirstRow() , If ( IsNull( Adjusted History ) , 0, Adjusted
History ) - If ( IsNull( 4 Week Lag Forecast ) , 0, 4 Week Lag Forecast ) , 0)
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Chapter 1 - Page 95
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23. Click the Verify button to check that the server expression is valid. Click OK. d e
24. Click OK to leave the Client Expression Editor. ca
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26. Close the Series Editor wizard.
r a
O ly
27. Close the Demantra Business Modeler.
28. Stop the Demantra web server.

l & On
View the series
n a e
Server.
t e r U s
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− User Name = dm
O − Password = dm

Chapter 1 - Page 96
34. From the Available Series list, expand All Series and double click the Four Week Lag
Difference and Four Week Lag Difference2 series to add them to the worksheet.
35. Click OK.
The results of the client and server expressions display in the last two columns of the
worksheet (actual results may vary).
m y
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37. Close the worksheet.
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38. Log out of the Collaborator Workbench. c l
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Chapter 1 - Page 97
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Chapter 1 - Page 98
Lesson 8: Workflows and Methods
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Chapter 1 - Page 99
Guided Demonstration - Using the Workflow Manager
In this guided demo, the instructor will show and explain how to launch the Workflow Manager
and create or modify workflows.
Server.
2. Start the Workflow Manager: (M) Start>Programs>Oracle Demantra Spectrum>Workflow

Manager.

− User Name = dm
− Password = dm
The Workflow Manager displays all available workflows (called Schemas in the UI) to
which the current user has access.
4. Click the Planning Group schema.
This example contains three steps: NotifyForecastComplete,

NotifyForecastAnalysisComplete, and NotifyForecastAnalysisNotComplete. Each workflow
step type performs a different function.
m y
5. Click on the Group Step icon and choose Properties. The Properties page defines the step.
d e
This workflow sends a message to all members of the Demand Analyst group, and notifies
ca
them when a forecast has been generated.
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Chapter 1 - Page 100
Guided Demonstration - Creating Methods
In this guided demo, the instructor will show and explain how to launch the Level Method
wizard and create new methods.
Creating a New Method
2. From the Configuration menu, choose Configure Methods.
The Configure Level Methods dialog box displays all currently-defined methods.
3. From the Level drop-down list box, choose the Product Category level.
4. Double-click the New Method icon.
5. In the Name field, type Add Product Category.
6. From the Workflow drop-down list box, choose Create Member.
7. In the Dialog Invoke Button Label field, type Create.
8. In the Method Type drop-down list box, choose Constructor.

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The Input dialog box appears.
ca
10. The Input screen configures how the method’s Input dialog will look. In the Message
e A
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field, type “Enter New Product Category”.
c
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11. From the Available Attributes section, drag and drop Name to the Selected Attributes
field.
O ly
12. Enable the Name checkbox.
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The Output dialog box appears.
U s
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14. In the Output dialog, type “New Product Category”.
I
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16. Close the Business Modeler.
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Viewing and Running the Method
17. Stop and re-start the Web Server.


− User Name = dm
− Password = dm
21. Right-click on a product category and choose Add Product Category.
The Add Product Category input dialog box appears.
22. In the Name field, enter Computer Furniture.
23. Click the Create button.
Demantra adds the new product category to your model.
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Practice - Creating Workflows and Methods
Overview
• Configure a series so that it is available for exceptions.
• Create an exception step workflow.
• Run the workflow and view the output.
• Create a method to run the exception on-the-fly.
• Modify the method to include a time-out message.
• Re-run the workflow and view the time-out message.
Assumptions
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Tasks
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Configuring a Series
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Configure the Base Override series so that it’s available for exceptions:
c
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1. Start the Business Modeler: (M) Start>All Programs>Oracle Demantra Spectrum>Business
Modeler.
O ly
− User Name = dm
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− Password = dm
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t e r U s
n
4. From the Series list, choose Base Override.
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6. Make sure that the Available for Exceptions check box is checked.
r
O7. From the File menu, choose Save.

Creating a Worksheet
Create a worksheet on which we’ll later run a workflow to monitor for exceptions.
Server.


− User Name = dm
− Password = dm

− Name = Exception Worksheet 1
− Access = Public

m y
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17. Uncheck the Notes/Attachments check box.
ca
18. Click OK.
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20. In the Selected Series field, remove the defaults by multi-selecting the series and then
clicking the left arrow. O ly
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21. From the Available Series list, add the following series to the Selected Series list:
− History
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− Base Override
t
− % Change to Base e r U s
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− Final Forecast
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23. Click the Specify as Fixed Dates radio button and specify the following:
− From Date = 05/07/07
O − To Date = 12/31/07


− Organization
27. From the Available Filter Levels list, add the following to the Selected Members list:
− Organization
28. From the Available Members list, add the following to the Selected Members list:
− Product Category = Desktop Computers
− Organization = TST:D1:Singapore Distribution Center
29. Click OK.
31. Enter a Base Override of 250,000 units on 05/07/07.
32. Click Save Data button.
33. Click Save Worksheet button.

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34. Click the Exceptions button in the Worksheet Designer.
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35. Click the Add button. ca
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− Exceptions Filter = Base Override l
− Operator = >
− Value = 250,000
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37. Click Ok. O ly
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Creating an Exception Workflow
U s
Create a workflow that checks your worksheet for any exceptions.
I n
39. Start the Workflow Manager: (M) Start>All Programs>Oracle Demantra
l e
Spectrum>Workflow Manager.
c
r a
− User Name = dm
O − Password = dm

41. Click the New Schema Button.
Note: To find the New Schema button, scroll to the bottom of the browser window. The
New button at the top of the window creates new schema (workflow) groups.
42. In the Process Editor For field, type Base Override Exception.
43. Double-click the Exception Step icon.

− Worksheet Name = Exception Worksheet 1
− Message = High Base Override Found
− Worksheet to Open = Exception Worksheet 1
− Recipients = dm
45. Click OK.
46. Click the Validate button.
48. Click the Workflow Manager’s Back button to return to the Workflow Manager home page.
Running the Workflow and Viewing the Output

m y
Run the workflow that you just created and view the output in the Collaborator Workbench:
d e
49. Locate the Base Override Exception workflow and then click the Start button.
ca
Notice that the “1” in the Instances column indicates that the workflow is running.
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50. Switch to the Collaborator Workbench.
c l
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51. In the My Tasks tab, click the Save and Refresh button until you see the High Base Override
Found message:
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52. Click the High Base Override Found link.
l
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When you click this link, Demantra opens the Exception Worksheet. This practice
demonstrates how you might use a workflow to send an automated message to someone.
53. Close the Worksheet.

t e r U s
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54. In the Collaborator Workbench, check the Done checkbox and then click Save & Refresh.
l e
Creating a Method
c
r a
O Modeler.

− User Name = dm
− Password = dm
58. In the Level drop-down list box, choose Product Category.

− Name = Base Override Exception
− Level = Product Category
− Workflow = Base Override Exception
− Refresh Cache = Yes
− Dialog Invoke Button Label = Activate
− Action When Initiated = Save Data
− Action When Complete = Message and Ask
− Security Threshold = Full Control
62. Click the Close button and then close the Business Modeler.
m y
63. Stop the web server.
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Running the Method
ca
Run the method that you just created in your worksheet:
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Server.
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l & On
− User Name = dm
− Password = dm
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t e r U s
67. Open the Demand Analysis Item & Org worksheet.
I n
68. From the File menu, select Open, and then Exception Worksheet 1.
l e
69. In the Product Category – Organization section, right-click Desktop Computers and choose
c
r aMethods > Base Override Exception.
O70. In the Collaborator Workbench’s My Tasks tab, click the Save and Refresh button until you
see the High Base Override Found message again.

Note: It may take a few minutes for the message to appear.
In this practice we have shown how to run a simple method from within a worksheet.
71. Click the Done check box and then click Save & Refresh.
Modifying the Method
Modify the Base Override Exception method so that it includes a time-out message:


− User Name = dm
− Password = dm
74. Locate the Base Override Exception workflow and then click the Edit button.
75. Right-click the Exception Step and choose Properties.
76. Click the Time tab.

− Check Finish After = 5 Seconds
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− Check Finish Every = 5 Seconds
− Timeout = 1 Minute
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78. Click OK.
ca
79. Double-click the User Step.
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− Step Id = Step2
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− User = dm
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l & On
81. Click the Add button and enter the following value:
− Message = Exception Timed Out
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82. Click OK.
t e r U s
83. Link the Exception Step to the User Step by dragging the cursor from the Step 1 Timeout
arrow to Step 2.
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a
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O86. Click the Workflow Manager’s Back button to return to the Workflow Manager home page.

Re-run the Workflow
87. In the Workflow Manager, locate the Base Override Exception workflow and then click the
Start button.
88. In the Collaborator’s Workbench My Tasks tab, click the Save and Refresh button until you
see the “High Base Override Found” and “Exception Timed Out” messages.
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Solution – Creating Workflows and Methods
Configuring a Series
Configure the Base Override series so that it’s available for exceptions:

Modeler.

− User Name = dm
− Password = dm
4. From the Series list, choose Base Override.
6. Make sure that the Available for Exceptions check box is checked.
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7. From the File menu, choose Save.
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Creating a Worksheet
Create a worksheet on which we’ll later run a workflow to monitor for exceptions.
Server.


− User Name = dm
− Password = dm

− Name = Exception Worksheet 1
− Access = Public
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17. Uncheck the Notes/Attachments check box.
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18. Click OK.
ca
e A
clicking the left arrow. c l
20. In the Selected Series field, remove the defaults by multi-selecting the series and then
r a
21. From the Available Series list, add the following series to the Selected Series list:
− History O ly
− Base Override
l & On
− % Change to Base
n a e
− Final Forecast
t e r U s
I n
c l e
r a
O

m y
d e
23. Click the Specify as Fixed Dates radio button and specify the following:
− From Date = 05/07/07 ca
− To Date = 12/31/07
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
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O

m y
d e
− Organization
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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O

m y
d e
27. From the Available Filter Levels list, add the following to the Selected Members list:
− Organization
e A
c l
28. From the Available Members list, add the following to the Selected Members list:
r a
− Product Category = Desktop Computers
− Organization = TST:D1:Singapore Distribution Center
O ly
l & On
n a e
t e r U s
I n
c l e
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m y
29. Click OK.
d e
ca
31. Enter a Base Override of 250,000 units on 05/07/07.
e A
c l
r a
O ly
l & On
n a e
t e r U s
n
32. Click Save Data button.
I
c l e
33. Click Save Worksheet button.
34. Click the Exceptions button in the Worksheet Designer.
r a
35. Click the Add button.
O

− Exceptions Filter = Base Override
− Operator = >
− Value = 250,000
m y
d e
ca
e A
37. Click Ok.
c l
a
r
Creating an Exception Workflow
O ly
& On
Create a workflow that checks your worksheet for any exceptions.
l
a e
n
t e r
U s
I n
− User Name = dm
− Password = dm
c l e
41. Click the New Schema Button.
r a Note: To find the New Schema button, scroll to the bottom of the browser window. The
O New button at the top of the window creates new schema (workflow) groups.

42. In the Process Editor For field, type Base Override Exception.
43. Double-click the Exception Step icon.
m y
− Worksheet Name = Exception Worksheet 1
d e
− Message = High Base Override Found
− Worksheet to Open = Exception Worksheet 1 ca
− Recipients = dm
e A
c l
r a
O ly
l & On
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t e r U s
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d e
ca
e A
45. Click OK.
c l
46. Click the Validate button. r a
O ly
l & On
a e
n
t e r U s
Running the Workflow and Viewing the Output
n
Run the workflow that you just created and view the output in the Collaborator Workbench:
I
c l e
49. Locate the Base Override Exception workflow and then click the Start button.
Notice that the “1” in the Instances column indicates that the workflow is running.
r a
50. Switch to the Collaborator Workbench.
O

51. In the My Tasks tab, click the Save and Refresh button until you see the High Base Override
Found message:
52. Click the High Base Override Found link.
When you click this link, Demantra opens the Exception Worksheet. This practice
demonstrates how you might use a workflow to send an automated message to someone.
m y
53. Close the Worksheet.
d e
54. In the Collaborator Workbench, check the Done checkbox and then click Save & Refresh.
ca
Creating a Method
e A
Modeler.
c l
56. Log in using the following values: r a

− User Name = dm
O ly
− Password = dm
l & On
a e
n
t e r U s
58. In the Level drop-down list box, choose Product Category.
I n
c l e
r a
O


− Name = Base Override Exception
− Level = Product Category
m y
− Workflow = Base Override Exception
d e
− Refresh Cache = Yes
− Dialog Invoke Button Label = Activate
ca
− Action When Initiated = Save Data
− Action When Complete = Message and Ask
e A
− Security Threshold = Full Control
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
62. Click the Close button and then close the Business Modeler.
d e
63. Stop the web server.
ca
Running the Method
e A
l
Run the method that you just created in your worksheet:
c
r a
Server.
O ly
l
Spectrum>Collaborator Workbench.& On
n a e
− User Name = dm
− Password = dm
t e r U s
I n
67. Open the Demand Analysis Item & Org worksheet.
c l e
68. From the File menu, select Open, and then Exception Worksheet 1.
r a
69. In the Product Category – Organization section, right-click Desktop Computers and choose
O Methods > Base Override Exception.

m y
70. In the Collaborator Workbench’s My Tasks tab, click the Save and Refresh button until you
see the High Base Override Found message again. d e
Note: It may take a few minutes for the message to appear. ca
e
In this practice we have shown how to run a simple method from within a worksheet.
A
c l
a
71. Click the Done check box and then click Save & Refresh.
r
Modifying the Method
O ly
& On
Modify the Base Override Exception method so that it includes a time-out message:
l
n a e
t e r U s
I n
− User Name = dm
− Password = dm
c l e
74. Locate the Base Override Exception workflow and then click the Edit button.
r a
75. Right-click the Exception Step and choose Properties.
O

76. Click the Time tab.

− Check Finish After = 5 Seconds
− Check Finish Every = 5 Seconds
− Timeout = 1 Minute
m y
d e
ca
e A
c l
r a
O ly
l & On
78. Click OK.
n a e
t e r
79. Double-click the User Step.
80. Enter the following values: U s

I n
− Step Id = Step2
c l e
− User = dm
r a
81. Click the Add button and enter the following value:
− Message = Exception Timed Out
O

m y
d e
82. Click OK.
ca
83. Link the Exception Step to the User Step by dragging the cursor from the Step 1 Timeout
arrow to Step 2.
e A
c l
r a
O ly
l & On
n a e
e r
t U s
I n
l e
c
r a
O

Re-run the Workflow
87. In the Workflow Manager, locate the Base Override Exception workflow and then click the
Start button.
88. In the Collaborator’s Workbench My Tasks tab, click the Save and Refresh button until you
see the “High Base Override Found” and “Exception Timed Out” messages.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

Lesson 9: Importing and Exporting Data
m y
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Guided Demonstration - Using the Integration Interface Wizard

− User Name = dm
− Password = dm
3. From the Tools menu, choose Integration Interface.
The Create/Modify Integration Interface dialog box appears, and lists all defined integration
interfaces. From this dialog box you can edit, delete, or add an integration interface.
4. Double-click the E1 Upload interface.
The Integration Interface wizard appears. You can use this wizard to view and modify an
interface.
The Define Data/Level Profiles dialog box appears. This dialog box allows you to view all
existing data and level profiles that are associated with the integration interface, or create
new ones. m y
In this example, the data profile Forecast Data is associated with the E1 Upload integration d e
interface.
ca
6. Double-click the Forecast Data icon.
e A
c l
The Data Profile wizard allows you to view and modify details of the data profile.
r a
7. Click the Next button to view the series, time, levels, and filters pages.
O ly
l & On
n a e
t e r U s
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O

Practice - Creating an Integration Interface
Overview
• Create an Integration Interface for exporting series data.
• Run the Export workflow.
• Create an Integration Interface for importing series data.
• Run the Import workflow.
• View the imported series in a worksheet.
Assumptions
Tasks
m y
Create an Integration Interface for Exporting Series Data
d e
ca
e A
− User Name = dm
− Password = dm c l
r a
O ly
& On
The Create/Modify Integration Interface dialog box appears.
l
a e
4. Double-click the New Integration Interface dialog box.
n
t e r U s
The New Integration Interface dialog box appears.
I n
− Name = Export Integration Interface
c l e
r a The Define Data/Level Profiles dialog box appears.
O7. Double-click the New Data Profile icon.


The New Data Profile dialog box appears.

− Name = Export Profile
− Integration Type = Export
− Create Worksheet = Yes
− Import From File = No
− Create Workflow = No
Note: Keep the Create Worksheet option enabled, as it creates a worksheet that is useful for
validation. You can use this to view the data that you exported.
The Data Profile Interface dialog box appears.
10. Choose the Final Forecast series.
This is the series that the interface exports.
12. The Data Profile Time dialog box appears.
13. Change the dates as follows:

m y
− From Date: 03/05/2007
− Until Date: 05/14/2007 d e
14. Click the Next button. ca
e
The Data Profile Levels dialog box appears.
A
c l
a
15. From the Select Level(s) list, double-click Product Category.
r
O ly
& On
The Data Profile Filters dialog box appears.
l
a e
17. From the Available Filter Levels list, double click-Product Category and then add the to the
n
− Monitors
− Printers t e r
Selected Filter Levels field:
U s
I n
c l e
The Data Profile Exceptions dialog box appears.
r a
O

The Data Profile Export Properties dialog box appears.

− File Name = Final_Forecast.txt
− Delimiter = Comma
22. Double-click the following columns to add them to the export profile:
− Sales Date
− Final Forecast
The Data Profile Review dialog box appears.
Demantra creates the new Export Profile.
Demantra now creates the new integration interface.

m y
d e
Run the Export Workflow
ca
27. Restart the web server.
e A
c l
28. Start the Workflow Manager: From the Windows Start menu, choose Oracle Demantra

− User Name = dm O ly
− Password = dm
l & On
a e
The Export Workflow needs to be created in Workflow Manager.
n
t e r U s
30. Scroll to the bottom of the Workflow Manager home page and click the New Schema button.
I n
31. In the Process Editor For field, enter Export Profile Workflow.
l e
32. Double-click on the Transfer step. The Transfer Step’s Properties screen appears.
c
r a
33. Enter the following:
− Type = Export
O − Profile = Export Integration Interface

34. Click OK.
36. Click Save.
37. Click the Workflow Manager’s Back button.
38. Find the Export Profile Workflow in the Workflow Manager’s list of workflow schemas.
39. In the row for the Export Profile workflow, click the Start button.
Demantra starts the specified workflow. After the workflow has completed, navigate to the
e:\Demantra Spectrum\Demand Planner\Desktop directory and locate the final_forecast.txt
file.
Create an Integration Interface for Importing Series Data

− User Name = dm
− Password = dm
m y
d e
ca
e A
l
c
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− Name = Import Integration Interface
O ly
l & On
a e
The Define Data/Level Profiles dialog box appears.
n
t e r U s
46. Double-click the New Data Profile icon.
n
I
l e
− Data Profile Name = Import Profile
c
r a − Integration Type = Import
O − Import From File = No

49. The Data Profile Interface dialog box appears.
50. Choose the Budget series.
Note: This is the series that the interface imports. You should have created this series in an
earlier practice.
The Data Profile Series Import Options dialog box appears.
The Data Profile Time dialog box appears.

− From Date: 03/05/2007
− Until Date: 05/14/2007
m y
d e
ca
55. Select the following levels:
e A
− Item
− Site
c l
56. Click the Next button. r a
O ly
& On
l
n a e
t e r U s
n
I
c l e
The Data Profile Import Properties dialog box appears.
r a
O60. In the Split Proportions section, choose Matrix Proportions.

These options determine how data is split at the lowest level. Choose Matrix Proportions if
you don’t care how the data is split at the lowest level. Demantra uses historical global
proportions to disaggregate the data. Alternately, choose Actual Proportions if you care
about the proportions at the lowest level. Demantra uses actual values at each individual date
to disaggregate the data.
61. In the Table Name field, enter BIIO_Budget_Interface.
Note: This profile imports data from the BIIO_Budget_Interface table, which has already
been created and seeded with data for the purposes of this practice. Ordinarily, you would
point to a staging table where your data is located.
Demantra creates the new Import Profile.
65. Close Business Modeler and stop the web server.

m y
Populate the Data
d e
You will create a workflow that will run a process that populates the BIIO_Budget_Interface
ca
table with data.
e A
c l
Spectrum>Workflow Manager. r a
O ly
− User Name = dm
l & On
− Password = dm
n a e
t e r U s
69. Scroll down until you see the Training_Data_Generator workflow.
n
70. Click the Start button.
I
c l e
Run the Import Workflow
a
You will need to create the Import Profile workflow.
r
O71. From the Demantra Workflow Manager, scroll down until you see the Import Profile
workflow.

73. In the Process Editor For field, enter Import Profile.

− Type = Import
− Profile = Import Integration Interface
76. Click OK.
77. Click Save.
79. Find the Import Profile in the Workflow Manager’s list of workflow schemas.
Demantra runs the Import Profile integration interface.
View the Results
Once you have run the Import Profile integration interface, you can view the data using the
m y
generated worksheet.
d e
ca
e A
− User Name = dm
− Password = dm
c l
83. Open any existing worksheet. r a
O ly
l & On
n a e
85. Double-click the Import Profile worksheet. You will see the data imported from the
BIIO_Budget_Interface table in the Budget series displayed in the table and the graph.
t e r U s
I n
c l e
r a
O

Solution – Creating an Integration Interface
Create an Integration Interface for Exporting Series Data


− User Name = dm
− Password = dm
m y
d e
ca
e A
c l
r a
O ly
& On
l
n a e
t e r U s
− Name = Export Integration Interface
I n
c l e
r a
O

The Define Data/Level Profiles dialog box appears.
m y
d e
ca
− Name = Export Profile
e A
− Integration Type = Export
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

The Data Profile Interface dialog box appears.
10. Choose the Final Forecast series.

m y
This is the series that the interface exports.
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

12. The Data Profile Time dialog box appears.
m y
− From Date: 03/05/2007
d e
− Until Date: 05/14/2007
ca
e A
l
c
r a
15. From the Select Level(s) list, double-click Product Category.
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
17. From the Available Filter Levels list, double click-Product Category and then add the to the
Selected Filter Levels field:
d e
− Monitors
− Printers
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
d e
The Data Profile Export Properties dialog box appears.
ca
− File Name = Final_Forecast.txt
e A
− Delimiter = Comma
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
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O

22. Double-click the following columns to add them to the export profile:
− Sales Date
m y
− Final Forecast
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
d e
Demantra creates the new Export Profile.
ca
e A
l
c
a
r
Run the Export Workflow
O ly
l & On
a e
n
t e r
U s
I n
− User Name = dm
c l e
− Password = dm
The Export Workflow needs to be created in Workflow Manager.
r a
O

31. In the Process Editor For field, enter Export Profile Workflow.

− Type = Export
− Profile = Export Integration Interface
34. Click OK.
36. Click Save.
38. Find the Export Profile Workflow in the Workflow Manager’s list of workflow schemas.
39. In the row for the Export Profile workflow, click the Start button.
Demantra starts the specified workflow. After the workflow has completed, navigate to the
e:\Demantra Spectrum\Demand Planner\Desktop directory and locate the final_forecast.txt
file.
Create an Integration Interface for Importing Series Data

m y
d e
ca
− User Name = dm
e A
− Password = dm
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O


− Name = Import Integration Interface
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
a
r
O The Define Data/Level Profiles dialog box appears.


− Data Profile Name = Import Profile
− Integration Type = Import
m y
d e
ca
e A
c l
r a
O ly
l & On
49. The Data Profile Interface dialog box appears.
50. Choose the Budget series.

n a e
t e r s
Note: This is the series that the interface imports. You should have created this series in an
U
earlier practice.
I n
c l e
r a
O

The Data Profile Series Import Options dialog box appears.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a The Data Profile Time dialog box appears.

O

− From Date: 03/05/2007
− Until Date: 05/14/2007
m y
d e
ca
55. Select the following levels:
− Item
e A
− Site
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
The Data Profile Import Properties dialog box appears.
d e
60. In the Split Proportions section, choose Matrix Proportions.
ca
you don’t care how the data is split at the lowest level. Demantra uses historical global
e A
These options determine how data is split at the lowest level. Choose Matrix Proportions if
c l
proportions to disaggregate the data. Alternately, choose Actual Proportions if you care
about the proportions at the lowest level. Demantra uses actual values at each individual date
to disaggregate the data.
r a
O ly
61. In the Table Name field, enter BIIO_Budget_Interface.
l & On
Note: This profile imports data from the BIIO_Budget_Interface table, which has already
n a e
been created and seeded with data for the purposes of this practice. Ordinarily, you would
point to a staging table where your data is located.
t e r U s
I n
c l e
r a
O

m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
r a Demantra creates the new Import Profile.

O

65. Close Business Modeler and stop the web server.
Populate the Data
You will create a workflow that will run a process that populates the BIIO_Budget_Interface
table with data.

− User Name = dm
− Password = dm
69. Scroll down until you see the Training_Data_Generator workflow.
Run the Import Workflow

m y
You will need to create the Import Profile workflow.
d e
71. From the Demantra Workflow Manager, scroll down until you see the Import Profile
ca
workflow.
e A
l
c
a
73. In the Process Editor For field, enter Import Profile.
r
O ly

l & On
− Type = Import
n a e
− Profile = Import Integration Interface
76. Click OK.

t e r U s
77. Click Save.
I n
l e
c
r a
79. Find the Import Profile in the Workflow Manager’s list of workflow schemas.
O

Demantra runs the Import Profile integration interface. m y

View the Results d e
Once you have run the Import Profile integration interface, you can view the data using the ca
generated worksheet.
e A
c l
r a
− Password = dm
l & On
83. Open any existing worksheet.
n a e
e r
t U s
I n
85. Double-click the Import Profile worksheet. You will see the data imported from the
BIIO_Budget_Interface table in the Budget series displayed in the table and the graph.
c l e
r a
O

Lesson 10: Analytics and Statistical Forecasting
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Guided Demonstration - Using the Analytical Engine
In this guided demo, the instructor will show and explain how to launch the Analytical Engine to
generate a forecast.
Opening the Analytical Engine
Server.
2. Start the Analytical Engine: (M) Start>All Programs>Oracle Demantra

Spectrum>Analytical Engine.
The Analytical Engine starts, and automatically generates a new forecast.
Tuning the Analytical Engine
To fine-tune engine parameter settings for a particular worksheet node:
3. Start the Business Modeler: (M) Start>All Programs>Oracle Demantra


− User Name = dm
m y
− Password = dm
d e
5. From the Engine menu, choose Model Engine. The available analytical models are
displayed. Currently, all are active. ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
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O

Practice – Forecast Tree
Overview
In this practice, you will create a new forecast tree based on the following business case:
• Company Zenaxes makes a variety of consumer electronics.
• Production for each item is done at one plant for each operating unit.
• Items are distributed to each customer site.
• Each item is unique but shares common behavior with items in the same brand and
product group.
• No business relevance exists across product lines.
• Customer behavior is very different across customers.
• Zenaxes measures accuracy at the product group/ customer level.
Assumptions
m y
d e
Tasks
ca
Create the Forecast Tree
e A
c l
− Password = dm
l & On
a e
3. From the Engine menu, choose Forecast Tree.
n
t e r U s
n
5. Click the Delete button until all forecast levels are removed from the dialog box.
I
l e
c
a
7. Click the Back button.
r
O8. Click the Remove All button to remove all items from the Forecast Order for Items section.

9. Click the Remove All button to remove all locations from the Forecast Order for Locations
section.
10. Add the following (in ascending order) to the Item hierarchy:
− Lowest Item Level
− Item
− Product Group
− Product Line
11. Add the following (in ascending order) to the Location hierarchy:
− Lowest Location Level
− Site
− Customer
14. Click the Add button and add the following forecast levels (in order):
− Lowest Item Level/Lowest Location Level
− Item/Site
− Item/Customer
− Product Group/Customer
− Product Line/Customer
m y
− Highest Fictive Level/Highest Fictive Level
d e
ca
16. Click the Exit button.
e A
Set the Minimum and Maximum Forecast Level
c l
r a
17. From the Business Modeler’s Parameters menu, choose System Parameters.
O ly
18. Click the Engine tab and then click the Shell subtab.
19. Specify the following values:

l & On
− min_fore_level = 2
n a e
− max_fore_level = 5
t
20. Click the Save button. e r U s
I n
c l e
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O

Solution
Create the Forecast Tree


− User Name = dm
− Password = dm
3. From the Engine menu, choose Forecast Tree.
The Forecast Tree Definition dialog box appears.
m y
d e
ca
e A
c l
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O ly
l & On
n a e
t e r U s
The Forecast Tree Configuration dialog box appears.
I n
c l e
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O

5. Click the Delete button until all forecast levels are removed from the dialog box.
6. Click the Save button. m y

7. Click the Back button. d e
The Forecast Tree Definition dialog box appears. ca
e A
l
8. Click the Remove All button to remove all items from the Forecast Order for Items section.
c
section.
r a
9. Click the Remove All button to remove all locations from the Forecast Order for Locations
O ly
10. Add the following (in ascending order) to the Item hierarchy:
− Lowest Item Level
− Item l & On
− Product Group
n a e
− Product Line
t e r U s
I n
11. Add the following (in ascending order) to the Location hierarchy:
− Lowest Location Level
l e
− Site
c
− Customer
r a
O

13. Click the Next button. m y

The Forecast Tree Configuration dialog box appears. d e
14. Click the Add button and add the following forecast levels (in order): ca
− Lowest Item Level/Lowest Location Level
e A
− Item/Site
− Item/Customer
c l
− Product Group/Customer
− Product Line/Customer r a
O ly
− Highest Fictive Level/Highest Fictive Level
l & On
n a e
t e r U s
I n
c l e
r a
O

16. Click the Exit button. m y

d e
Set the Minimum and Maximum Forecast Level
17. From the Business Modeler’s Parameters menu, choose System Parameters. ca
e A
l
The System Parameters dialog box appears.
c
r a
O ly
l & On
n a e
t e r U s
I n
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18. Click the Engine tab and then click the Shell subtab.
19. Specify the following values:

− min_fore_level = 2
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− max_fore_level = 5
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These parameters determine the minimum and maximum levels on the forecast tree, at
which point a forecast may be produced. ca
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Lesson 11: Using the Business Modeler
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Guided Demonstration - Working with Users and Groups
Creating New Users


− User Name = dm
− Password = dm
3. From the Security menu, choose Create/Modify User.
The Create/Modify User dialog box appears.
4. Double-click the New User icon.
The New User wizard starts.

− User = DemandPlanner
− Password = password
− Permission Level = Power
m y
− Language = English
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The User Modules dialog box appears.
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7. Select the following check boxes:
− Demantra Demand Planner
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− Demantra Collaborator Workbench

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The Select User Series dialog box appears.
9.
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Double-click the following to add the series groups to the Selected Series list:
− EBS Input
− Forecast
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The Select User Filters dialog box appears.
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11. From the Select User Filters field, double-click Site.
O12. Double-click the following to add them to the list of filters:


− Business World: 1608:New York
− Business World: 1608:San Jose
Creating New Groups

− User Name = dm
− Password = dm
16. From the Security menu, choose Create/Modify Group.
17. Double-click the New Group icon.
The New Group Wizard appears.

− GroupName = New Group

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The Select Group Users dialog box appears.
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20. Double-click the user DemandPlanner to add it to the new group.
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Guided Demonstration - Configuring System Parameters

− User Name = dm
− Password = dm
3. From the Parameters menu, choose System Parameters.
The System Parameters dialog box opens. This tabbed dialog organizes system parameters
by type.
4. Click the System tab.
5. Locate the accumulatedOrUpdate parameter, and change the value to Accumulate.
When you load data into the database, the accumulatedOrUpdate parameter determines
whether this replaces (update) existing values, or is added (accumulate) to existing
values.
6. Click the Database tab.

m y
7. Locate the sales_data_engine_index_space parameter.
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This parameter determines the tablespace in which the temporary tables created during
simulation are created. These values are normally updated as part of the installation ca
process, but the tablespace can also be updated through system parameters.
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To save your changes, click the Save button and then stop and restart the web server.
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Practice - Creating Users and Groups
Overview
• Create a new user that is restricted to a subset of data.
• Open a worksheet as two different users.
Assumptions
Tasks

− User Name = dm
− Password = dm
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− Permission Level = System Manager
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6. Click the Next button. O ly
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Select the following check boxes:
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− Demantra Demand Planner Web
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8.
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Click the Next button.
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O ra9. From the Available Series list, double click all series to add them to the Selected Series
list.

11. From the Select User Filters field, double-click Product Category.
12. From the Selected User Filters field, double-click Home Computers to add it to the list
of filters.
14. The Select User Groups dialog box appears.
15. From the Available Groups list, double click Demand Analyst.
Open a Worksheet as Two Different Users
Server.


− User Name = dm
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− Password = dm
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20. From the Collaborator Workbench, open the Demand Analysis Product Category & Org
worksheet.
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21. From the Collaborator Workbench, click the Logout button.
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− User Name = DemandPlanner
− Password = password r a
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23. You may need to customize the Collaborator Workbench to display worksheets on the
homepage. To do this, click the Personalize button and select Demand Analysis Product
Category & Org.
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24. Click Next and then click Finish.
worksheet. I n
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Solution – Creating Users and Groups
Create a New User


− User Name = dm
− Password = dm
The Create/Modify User dialog box appears.
The New User wizard starts.

− Permission Level = System Manager
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Click the Next button.
r a The User Modules dialog box appears.

O

7. Select the following check boxes:
− Demantra Demand Planner Web
9. From the Available Series list, double click all series to add them to the Selected Series
list.
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The Select User Filters dialog box appears.
O ly
11. From the Select User Filters field, double-click Product Category.
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12. From the Selected User Filters field, double-click Home Computers to add it to the list
of filters.
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t e r U s
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14. The Select User Groups dialog box appears.
15. From the Available Groups list, double click Demand Analyst.
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Open a Worksheet as Two Different Users
r a17. Start the Web Server: (M) Start>All Programs>Oracle Demantra Spectrum>Start Web
O Server.


− User Name = dm
− Password = dm
worksheet.
Notice that all the product categories are visible:
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21. From the Collaborator Workbench, click the Logout button.
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− User Name = DemandPlanner
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r a23. You may need to customize the Collaborator Workbench to display worksheets on the
O homepage. To do this, click the Personalize button and select Demand Analysis Product
Category & Org.

24. Click Next and then click Finish.
worksheet.
Notice that only the Home Computers product category is visible.
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Formati disponibili

Oracle Demantra 7.1.

U.S. GOVERNMENT RIGHTS

Technical Contributors and Reviewers

Margie Bell, Mary Martin, Nadav Zivelin, Susan O’Loughlin

This book was published using: oracletutor

Oracle Demantra 7.1.1 Configuration and Automation Practices ..............................................................1-1

Guided Demonstration - Choosing a Proportional Calculation Series.......................................................1-70

r aPractice - Creating Users and Groups........................................................................................................1-168

Activity Guide Table of Contents

Activity Guide Table of Contents

• A thorough knowledge of demand planning.

• There are no prerequisites for this course.

How This Course Is Organized

Activity Guide Table of Contents

• System release bulletins

• Installation and user’s guides

• International Oracle User’s Group (IOUG) articles

Activity Guide Table of Contents

that have only

Activity Guide Table of Contents

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Typographic Conventions in Oracle Application Navigation Paths

3. (B) Click the Approve button.

O (ST) = Sub Tab

Copyright © Oracle Corporation, 2009. All rights reserved.

Activity Guide Table of Contents

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

Activity Guide Table of Contents

Activity Guide Table of Contents

Oracle Demantra 7.1.1 Configuration and Automation Practices

Oracle Demantra 7.1.1 Configuration and Automation Practices

Oracle Demantra 7.1.1 Configuration and Automation Practices

Oracle Demantra 7.1.1 Configuration and Automation Practices

Oracle Demantra 7.1.1 Configuration and Automation Practices

Starting the Collaborator Workbench

2. Start the Collaborator Workbench: (M) Start>All Programs>Oracle Demantra

3. Log in using the following values:

Oracle Demantra 7.1.1 Configuration and Automation Practices

Oracle Demantra 7.1.1 Configuration and Automation Practices

6. Expand the Home Computers product category.

Oracle Demantra 7.1.1 Configuration and Automation Practices

8. From the File menu, choose Open.

9. Open the Global Zone Forecast worksheet.

This is a forecast that is automatically generated by Demantra.

12. In the History Override column, enter the following values:

Oracle Demantra 7.1.1 Configuration and Automation Practices

Oracle Demantra 7.1.1 Configuration and Automation Practices

Oracle Demantra 7.1.1 Configuration and Automation Practices

Starting the Collaborator Workbench

2. Start the Collaborator Workbench: (M) Start>All Programs>Oracle Demantra

3. Log in using the following values:

The Collaborator Workbench appears. The Collaborator Workbench is a configurable web-

4. Highlight the following areas of the Collaborator Workbench:

5. Click the Personalize link. r a

r a worksheet is defined as content, it is defined as belonging to the wide pane or the

Oracle Demantra 7.1.1 Configuration and Automation Practices

7. Click the Next button.

The Personalize - Order page appears.