Use this page to create, edit, and delete forecast archive records.
Header Naming table
Use the Header Naming table to specify the archive record parameters.
Parameters
| Parameters | Values |
| Current Period | Defaults to the current planning period. |
| Default Archive Name | The system-generated name for the archive record |
| Override Archive Name | A free text field. Use the field to enter an alternative name for the archive record. |
| Effective Archive Name | The archive record name defaults to Default Archive Name unless you change it with the Override Archive Name option. |
| Comments | A free text field. Use the field to add notes to the archived record. |
Edit Archive Scope table
The Edit Archive Scope table enables you to define the scope of the archive. The Effective Archive Scope panel shows the currently active values. The same parameters are also available in the Create Scheduled Archive panel, and are available if the scheduled archiving process is enabled.
Parameters
| Parameters | Values |
| Archive Full Horizon | Defines the demand planning periods to retain (in the archived record) as the full horizon. If you don't need the full horizon, then you can select a specific number of periods in the adjacent field. |
| Periods to Archive | Specifies the number of periods (including the current period) to archive from the file you select. If you don't check the Archive Full Horizon box, then you must enter a value in this field. |
| Waterfall? | Check this box to include the forecast archive in the waterfall analysis. |
| Forecast Accuracy? | Check this box to include the forecast archive in the forecast accuracy tables and charts. |
| Demand Forecast | Check this box to include the Demand Plan in the forecast archive. |
| Commercial Plan | Check this box to include the Commercial Plan in the forecast archive. |
| Consensus Plan | Check this box to include the Consensus Plan in the forecast archive. |
| Stat Forecast | Check this box to include the include the Statistical Forecast in the forecast archive. |
Steps
- Select the Create Forecast Archive option to add a forecast archive.
- Select Run Process to confirm.
- Select Close to return.
When the forecast archive is created, it's listed in the Edit Archives table.
Edit Archives table
You can add or remove archive records from Waterfall Analysis and Performance pages in the Edit Archives table.
Parameters
| Parameters | Values |
| Current Waterfall | This box displays a check if you included the archive record in the Waterfall Analysis and Performance pages. |
| Add to Waterfall | Check this box to add archive records to the Waterfall Analysis pages. |
| Remove from Waterfall | Check this box to remove archive records from the Waterfall Analysis pages. |
| Current Forecast Accuracy | This box displays a check if you are using the archive in the Forecast Accuracy pages. |
| Add to Forecast Accuracy | Check this box to include the Demand Plan in the forecast archive. |
| Remove from Forecast Accuracy | Check this box to remove archive records from the Forecast Accuracy pages. |
Steps
- Select the Update Waterfall & Forecast Accuracy option.
- Select Run Process to confirm.
- Select Close to return when the process completes.
Delete Archives table
To conserve workspace, you can delete earlier archive records.
Parameters
| Parameters | Values |
| Date | The date that you created the archive. |
| Comments | Displays comments added to the archive record. |
| Delete | Check this box to remove the archive records. |
Steps
- Select the Delete Header & Forecast Archive option.
- Select Run Process to confirm.
- Select Close to return to the page.
Select Archive for Prior Plans Settings
The Select Archive for Prior Plans Settings enable you to compare the prior Demand, Commercial and Consensus Plans (from the archives you specify) to the input for the current Consensus Plan.
Parameters
| Parameters | Values |
| Archive For Prior Plan | You can use this parameter to review the archive records for the prior plan. |
| Demand Planning | |
| Use Latest Demand Archive | Check this box to include the latest Demand Archive record. If you don't check this box, you must select an alternative archive record. |
| Select Demand Archive | This selector displays when you don't check the box for Use Latest Demand Archive. The selector provides a list of all available archive records. |
| Commercial Planning | |
| Use Latest Commercial Archive | Check this box to include the Commercial Plan input from the latest archive record. |
| Select Commercial Archive | This selector displays when you don't check the box for Use Latest Demand Archive. The selector provides a list of all available archive records. |
| Consensus Planning | |
| Use Latest Commercial Archive | Check this box to include the latest Consensus Plan archive record. If you don't check this box, select an alternative archive record for the Consensus Plan input. |
| Select Commercial Archive | This selector displays when you don't check the box for Use Latest Archive. The selector provides a list of all available archive records. |
Steps
The inputs you select display in the Effective Parameters table.
- Optionally, select the Notes link at the bottom of the Edit Parameters table. This opens the D1010 page.
- Refresh the D1010 page to update your archive inputs.
Forecast Accuracy Parameters
Forecast Accuracy parameters enable you to specify the parameters in the Forecast Accuracy pages.
Parameters
| Parameters | Values |
| Forecast Accuracy Units or Revenue | The option to select units or revenue as the basis for forecast accuracy measurement. |
| Forecast Error Basis | The calculation for forecast error is the absolute forecast error divided by the selected divisor. This parameter specifies the divisor used in the calculation.
|
| Forecast Accuracy Measures MAPE | This option specifies the forecast accuracy you can measure with the Mean Absolute Percentage Error (MAPE). |
| Accuracy | This option specifies the forecast accuracy you can measure with the Forecast Accuracy (defined as 100% minus MAPE). |
| Lead Time Offset | Specifies the number of planning periods you can use as lead time offset for forecast error calculations. For example, for a forecast made for Week 1, if you select a Lead Time Offset of 2, measures the forecast you made in Week 1 from Week 3. |
| Periods To Sum | Specifies the number of planning periods to sum in the calculation of MAPE. From the prior example, for a forecast calculated in Week 1, when you select a Lead Time Offset of 2 and Periods to Sum of 3, you measure the forecast made in Week 1 offset to Week 3, and then summed for Week 3, Week 4 and Week 5. |
Steps
The inputs you select display in the Effective Parameters table.
- Optionally, select the Notes link at the bottom of the Edit Parameters table. This opens the D1010 page.
- Refresh the D1010 page to update your archive inputs.
