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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.
# | 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 |
# | 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 |
**These slides are also included on "Forecast Methods Overview & Formulas" dashboard
|
Attached |
# | 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:
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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) |
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
Hi Charles,
I've checked this and it works for me, maybe your workspace is at capacity?
Thanks,
Usman
@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.