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10. Review and export the Demand Plan

After collaboration, the planner can compare Sales and the Demand Plan, locate differences by region, and download the lines behind the result. This chapter separates those two actions: analyzing the plan and downloading its detailed dataset.

1. Open Sales/Demand Overview

1. In the sidebar, select the Demand Planning icon.

Demand Planning icon in the sidebar

2. In Visibility, select Sales/Demand Overview.

Visibility section with Sales/Demand Overview selected

On the open page, make these selections:

  1. under Demand plan version, choose Demand Plan — January 2027 — corrected history;
  2. under Unit of measure, select TON;
  3. under Historical periods, enter 12;
  4. keep Detail level set to Detailed by material and location;
  5. click Open overview.

Demand Plan, unit, periods, detail level, and Open overview highlighted

Historical sales type is filled from the selected plan and does not require another choice in this step.

Action to perform

Select the scenario, TON, 12 periods, and material-location detail; then open the overview.

2. Read the indicators and organize Pivot Analysis

The workspace shows local filters, the historical average, and the Demand Plan average. In the tutorial scenario, the aggregate values displayed are 1,502 TON for history and 1,597 TON for the plan. The same workspace contains the chart with January–December 2026 Sales and the January–December 2027 Demand Plan.

Indicators, chart, and the beginning of Pivot Analysis in the same workspace

In Pivot Analysis, open the configuration panel and build the regional view:

  1. keep Series under Group By;
  2. also add Customer Region under Group By;
  3. keep Period under Split By.

Pivot Analysis grouped by Series and Customer Region and split by Period

The first grouping separates Demand Plan and Sales; the second expands each series by Customer Region. Months remain in columns because Period is under Split By. This lets the planner compare Central, Coastal, and East without losing the monthly sequence.

How to interpret it

A higher plan average is a signal to investigate, not a conclusion. Compare regions in the pivot and use material and location filters to locate the source of the difference.

3. Open the Demand Plan in Planning Data

1. In the sidebar, select the Data icon.

Data icon in the sidebar

2. In Operations, select Data Operations.

Operations section with Data Operations selected

On the open page, follow the catalog without skipping levels:

Planning Data, DP - Demand Planning, Detailed Extraction, and Demand Planning - Full Download selected in the catalog

  1. select the Planning Data theme;
  2. select the DP - Demand Planning group;
  3. select the Detailed Extraction section;
  4. select the Demand Planning - Full Download topic.

4. Download the XLSX

In the Download operation:

  1. under Export Scope, select Complete dataset;
  2. under Demand Plan, select the scenario generated in chapter 7;
  3. keep the XLSX format;
  4. click Download as.

Complete dataset, Demand Plan, XLSX format, and Download as controls

The download uses /api/secured/data/file/demandplan/{demandPlanId} and creates a workbook with 720 data rows: 60 material-location combinations across 12 months.

5. Read the workbook

Demand Plan XLSX example with headers and first rows

The first four columns identify location, material, period end, and UOM. Quantities have the following meaning in Community:

  • Baseline Quantity: the statistical forecast generated by the execution;
  • Adjustment Quantity: the change entered through Planning Book collaboration;
  • New Products Quantity and Uplift Quantity: remain zero in Community;
  • final plan: Baseline Quantity + Adjustment Quantity.

The two January adjustments from the previous exercise appear as +1.94 and -2.28 TON. They turn baselines of 29.06 and 32.28 TON into final values of 31.00 and 30.00 TON, respectively.

Download the tutorial scenario XLSX

Action to perform

Open the workbook, filter Date to January 2027, and locate the two rows whose Adjustment Quantity is not zero. Add Baseline and Adjustment to reconcile 31.00 and 30.00 TON.

Completion criterion

Complete this chapter when the pivot shows Sales and Demand Plan by Customer Region and the XLSX is reconciled to 720 rows and the two saved adjustments.

Return to the collaborative adjustments, or continue with production and capacity data.