8. Configure the commercial collaboration view¶
A view defines who plans, which data scope opens, and which key figures can
be changed. In this tutorial, collaboration uses the functional
demand.planner account rather than the technical DEBUG account.
Community Edition collaboration design¶
| Element | Decision |
|---|---|
| User | demand.planner |
| View | Brazil Macro-region — Commercial Collaboration |
| Unit | TON |
| Visible history | 12 periods |
| Scope | REGION_EAST_DIRECT and REGION_EAST_INDIRECT |
| Save in batch | enabled by keeping Auto-submit changes off |
Sales, Marketing, and Finance may participate in governing the same number, but Community Edition does not persist a separate audited series for each area. The safe design protects the Baseline and uses one Demand Adjustment measure for the agreed decision.
1. Open User Views¶
Hover over Admin and open Access and Views > User Views.
Action to perform
Select Demand Planning Book, choose demand.planner, and create the
Brazil Macro-region — Commercial Collaboration view.
2. Set the general parameters¶
Select TON, enter 12 historical periods, and keep Auto-submit changes
off. Edited cells then remain pending until the explicit Save in batch
action.
Save in batch is not one atomic transaction
The action groups the pending cells, but the result is reconciled one cell at a time. If a change fails, read the response, correct the data, and resubmit only what remains pending.
3. Check the key figures¶
Community Edition fixes their order and editability:
- Direct Demand — editable;
- Baseline — read-only, preserving the statistical reference;
- Demand Adjustment — editable for the collaborative decision.
Action to perform
Confirm that Baseline keeps Allow Changes off and that Demand Adjustment is enabled. Do not create one key figure per business area in this tutorial.
4. Restrict the view to the East macro-region¶
Under Location Aggregation and Filters > Location IDs, keep only:
REGION_EAST_DIRECT;REGION_EAST_INDIRECT.
This scope represents one macro-region through two explicit locations. Characteristic-based grouping is shown as locked because it is a Pro capability; therefore, this filter is not described as hierarchical grouping.
5. Save and validate¶
Action to perform
Click Save View. Reopen the view and check TON, 12 periods,
Auto-submit off, the three key figures, and exactly two locations.
Completion criterion¶
The view is ready when its summary shows 2 location filters and the functional user can select it in the Planning Book.
Return to the persisted Demand Plan, or continue with collaboration and adjustments.