Statistical Forecasting

[#1]

Overview

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. 

1. Enablement Videos & Practice Exercise

#	Item	Details	Link
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

2. Documentation 

#	Item	Details	Link
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	Process Maps
2b	High Level Process Map PDF	High level process map PDF format	Attached
2c	Forecast Methods PDFs	High level version with forecast algorithms list and overview  Detailed version which includes slide for each forecast method, method overview, advantages/disadvantages, equation and graph example output   **These slides are also included on "Forecast Methods Overview & Formulas" dashboard	Attached

3. Implementation Specifics

#	Item	Details
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:  Single Level Forecast: Forecast at one level of product hierarchy (i.e. all stat forecasts calculated at Item level). Most use cases will leverage single level forecast setup. Multi-Level Forecast: Ability to forecast at different levels of the product hierarchy (i.e. Top Item | Customers, Item and Brand level can all have stat forecast generated). This requires complex forecast reconciliation process, review "Multi-Level Forecast Overview" dashboard if this process is needed.
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
3j	Batch Processing	Details on daily batch processing and how to prepare a roadmap of your batch processes – files, queries, import actions / processes in Anaplan (see attachment)

4. Videos

• 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

[charlesNti]

Good Morning,

Seem to be have trouble using the link to download this app to my workspace, keep getting an error message 'illegal Argument'. Anybody else currently having this problem?

Regards.

Charles

[usman.zia]

Hi Charles, 

I've checked this and it works for me, maybe your workspace is at capacity?

Thanks,

Usman

[erin.lauterbach]

@charlesNti have seen this issue for a few other people, if you email support@anaplan.com they can help you get the model into your workspace.