OEG Best Practice: Statistical forecasting
The following is a guide for the Statistical Forecasting Calculation Engine Models (monthly and weekly). It includes enablement videos, practice data import exercise, model documentation, and specific steps when using the model for implementations.
1. Enablement videos and practice exercise
|1a||Intro and overview video||Model overview and review of new key features||Video below|
|1b||Initial model and data import steps||Steps on how to setup model, product hierarchy, customer list and multi-level forecast analysis||Video below|
|1c||Practice exercise: import data to set up stat forecast||
||.zip file attached|
|2a||Lucidchart Process Maps||
Lucidchart Process Map document includes high-level process flow for end-user navigation and detailed tabs for each section.
Details & links also on "Training & Enablement" dashboard.
|2b||High-level process map PDF||High-level process map PDF format||Attached|
|2c||Forecast methods PDFs||
These slides are also included on "Forecast Methods Overview & Formulas" dashboard.
3. Implementation specifics
|3a||Training and enablement dashboard||Training & enablement dashboard contains details on process map navigation.|
|3b||Initial model setup||Initial Setup: current model staged with chocolate data from data hub, execute CLEAR MODEL action prior to loading customer-specific data.|
|3c||Changing model time scale—align native and dynamic time settings||If a Time Settings change is required, review Initial App Setup dashboard to align native time with dynamic time setup in model|
|3d||Monthly update process||After initial setup, use Monthly Data History Upload dashboard to update prior period actuals and settings|
|3e||Single level vs. Multi-level forecast setup||Two implementation options and when to use:
|3f||Troubleshooting tips||Follow troubleshooting tips on Training and Enablement dashboard if there are issues with stat forecast generating before reaching out for support|
|3g||Model notes and documentation||Module Notes (includes DISCO classification and module purpose)|
|3h||"Do Not Modify" Items||Module notes contain DO NOT MODIFY for items that should not be changed during the implementation process|
|3i||User roles and Selective Access||
Details on daily batch processing and how to prepare a roadmap of your batch processes (files, queries, import actions/processes in Anaplan). See attachment.
- Intro, model intro and overview video
- Data import and setup steps
5. Model download links
- Monthly Statistical Forecasting Calculation Engine
- Weekly Statistical Forecasting Calculation Engine
Author Erin Lauterbach.