Overview
The following is a g uide for the new 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 & Practice Exercise
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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, and use Import video as guide if needed.
.Zip File Attached
2. Documentation
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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 a slide for each forecast method, m ethod overview, advantages/disadvantages, equation and graph example output.
**These slides are also included on "Forecast Methods Overview & Formulas" dashboard.
Attached
3. Implementation Specifics
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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 a 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 the implementation process.
3i
User Roles & Selective Access
Demo, Demand Planner, Demand Planning Manager ro les 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
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