Defining additional pivot attributes for a cycle

You can link additional pivot attributes to a cycle that are used in worksheets.

To link additional pivot attributes to a cycle:

  1. Select Configuration > Cycle > Cycles.
  2. Click New and specify the fields in the cycle details pane.
  3. On the Additional Pivot Attributes tab of the details pane, click New.
  4. In the Additional Pivot Attribute window, specify this information:
    Module
    The module in which the additional pivot attribute is used in the worksheet.
    Type

    The type of planning hierarchy.

    • Item
    • Location
    Attribute
    Select an attribute that is available for the combination of module and hierarchy type. These attributes are available for selection:
    • Item attributes of the type Text that are specified in the code list of the Item Hierarchy, which is specified on the Cycles page.
    • Location attributes of the type Text that are specified in the code list of the lowest level of the location hierarchy specified on the Cycles page, for the selected module.
    Include Hierarchy
    If this check box is selected, you can include a defined hierarchy of two or more levels with additional grouping levels, for the pivot attribute. If cleared, the two-level hierarchy with a top-level (element) is used.
    Hierarchy
    Select the hierarchy for the pivot attribute.
    Note: This field is enabled, only if the Include Hierarchy check box is selected.
    Top Level
    The name of the top element to which the attribute is linked.
    Note:  Each pivot attribute available for selection is displayed in worksheets as a two-level hierarchy. This hierarchy contains distinct entries for the selected attribute and a top-level grouping, which is the top element.
    For each module, you can specify a maximum of five item attributes and five location attributes.

Example

Table 1. Item code list
Name Description Group Brand Packaging
1000 Bulk Shampoo Bulk Brand A Bottle
1001 Soft Drink 330ml Drink Brand B Can
1002 Canned Lager 440ml Drink Brand C Can
1003 New CD Player Electronics Brand A Box
1004 New Product Electronics Brand B Box
1005 Chocolate Bar Food Brand C Crate
1006 White Bread Food Brand A Crate
1007 Porridge Food Brand B Box
1008 Baked Beans Food Brand C Can
1009 Breakfast Cereal 10percent off Food Brand A Box
1010 Breakfast Cereal 20percent extra Food Brand B Box
Table 2. Additional pivot attributes
Module Type Attribute Top level
Demand Item Brand All Brands
Demand Item Packaging All Packaging
Table 3. Additional pivot attributes on the Demand tab
Brand Packaging
(-) All Brands (-) All Packaging
Brand A Bottle
Brand B Box
Brand C Can