Guide for the new Statistical Forecasting Calculation Engine Models (monthly and weekly). Includes enablement videos, practice data import exercise, model documentation, and specific steps when using the model for implementations.
|1a||Intro and Overview Video||Model overview and review of new key features||Video Below|
|1b||Initial Model & 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 setup stat forecast||Two sets of load files included to practice setup for single level product set or multi-level product set w/ customers, product and brand level.
Start on "Initial App Setup" dashboard and load either Single OR Multi Level files into model, use Import video as guide if needed.
|.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
|3a||Training & 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 & Dynamic Time Settings||If a Time Settings change is required, need to 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 & when to use:
|3f||Troubleshooting Tips||Follow troubleshooting tips on Training & Enablement dashboard if having issues with stat forecast generating before reaching out for support|
|3g||Model Notes & 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 implementation process|
|3i||User Roles & Selective Access||
Demo, Demand Planner, Demand Planning Manager roles can be adjusted
After Selective Access process run on Flat List Management dashboard then users can be given access to certain product groups / brands etc
Details on daily batch processing and how to prepare a roadmap of your batch processes – files, queries, import actions / processes in Anaplan (see attachment)