With Edit Final Forecasts, you can edit the forecast when you adjust parameters that relate to disaggregation and the forecast method used. Or you can edit the forecast when you apply a time series uplift adjustment.

You can select which product and customer data displays on the page with the context selectors on the top-right of the page. To search for a product or customer, enter a search term or reference ID in the Find... fields.

Steps

The fields display lists of the available product and customer options. The fields also provide a search function.  

  1. Enter the numeric reference ID, alphabetic name, or the partial name.  
  2. Select the result to confirm the context of the data to display. 

Forecast Disaggregation parameters

Parameters are set by a System Administrator at the global level and apply to all product-customer combinations (see D2000 Stat Parameters page). The parameters are shown in the right-hand panel as Effective Parameters. 

  • You can adjust the parameters for the specified product-customer combination using the fields shown in the left-hand panel as Edit Parameters. 
  • When you adjust parameters for a specified combination, the adjusted settings display in the Effective Parameters panel. Such parameter changes aren't applied globally.

Parameters

Select the Disaggregated forecast

These parameters display unter the Select the Disaggregated forecast line item.

ParametersValues
Selected Disaggregated forecastWhen you select this, you disaggregate the aggregate best fit forecast with Periods History for Disaggregation.
Period history for DisaggregationWhen you select this, you can enter the number of history periods for the disaggregation. 

Use Disaggregation for High C-Var items 

These parameters display unter the Use Disaggregation for High C-Var items line item.

ParametersValue
Disaggregate if C-Var Above Limit When you select this, you only disaggregate when a C-Var limit is breached. 
C-Var Measure

You can select which C-Var measure to use:

  • C-Var (Mean): This is the system-calculated value for XYZ values and selected product-customer combination. This mean is calculated based on C-Var defined as Standard Deviation / Mean of pure history. 
  • C-Var (Trend): This is the system-calculated value for XYZ values and selected product-customer combination. This trend is calculated based on C-Var defined as Standard Error / Mean of the Trendline. 
  • C-Var (Residual): This is the system-calculated value for XYZ values and selected product-customer combination. This residual is calculated based on C-Var defined as the difference in standard deviations of values, versus predicted values 
C-Var LimitThis enables you to enter the C-Var limit which drives the Disaggregate if C-Var above limit function. 

Forecast Overrides parameters

These parameters display in the Forecast Overrides Parameters card.

Parameters

Override Forecast Method 

Forecast Method: This enables you to select from the drop-down list of forecast methods to override the best fit method, which displays in the panels below. This isn't available when you select Select Disaggregated forecast cell. 

Add seasonality to Non-Seasonal Method 

Overlay seasonality: This enables you to apply seasonality from aggregate to non-seasonal forecasts (based upon enough history). 

Best Fit Methods

These Panels display the system calculated Best Fit methods for a specific Product customer combination. The first panel displays the method at the leaf level, while the second panel displays the aggregate level.

Input to Stat

This card shows the basis for the statistical forecast. If there is a mix of bases for the customer-product hierarchy level selected, it's highlighted in pink as an alert. In this situation, the statistical forecast defaults to the global forecast basis setting. 

View Settings

Parameters

ParametersValues
View Years HistoryThe number of years history you can view. If you enter more than the maximum history available, then the maximum available displays.  
View Years FutureThe number of future years you can view. If you enter more than the maximum available, then the maximum available displays. 
View Period Type

Displays the fiscal or rolling year. 

  • Fiscal Years (Displays the current fiscal year as a minimum.)
  • Rolling Years (Displays the current period as a minimum. If you select additional years, you extend the viewing range from this minimum position.)   

C-Var Statistics Chart

This chart displays the different values for the C-Var measures that relate to the specific product-customer combination. 

  • C-Var (Mean): This mean is the system-calculated value for the selected product-customer combination. It's calculated on the basis of C-Var defined as Standard Deviation / Mean of pure history. 
  • C-Var (Trend): This trend is the system-calculated value for the selected product-customer combination It's calculated on the basis of C-Var defined as Standard Error / Mean of the Trendline. 
  • C-Var (Residual): This residual is the system calculated value for the selected product-customer combination. It is the difference in standard deviations of values versus predicted values.  

Forecast Summary Graph and Table

This graph displays the forecast summary for the selected product-customer combination across the time period selected in the View Settings panel. 

You can also use the table in the panel below to add and manage any uplifts for the forecast. You can manually enter a value for the uplift to the forecast for a specific period in the Uplift (U) cell.

Stat Uplifts Panel

Steps