Before you set up your data collection in PlanIQ, have your historical data ready. This is a source module that's required for your forecasts.

Ensure you're in the Models and you're familiar with how to build a model in Anaplan. 

To create the historical data module:

  1. Insert a new module that includes a time dimension and a list of IDs as rows.
    For the ID list, you can use an existing list of SKUs or items. 
    Optional: You can import time dimensions if you need a custom time.
  2. Create a new line item as a column.
Set the dimensions so the line items are columns and time and item_id are rows.
  1. In Blueprint, format the line item as a number.
    The line item is for the numerical historical data which the forecast uses to base the predictions on.
    For example, your historical sales.

    Note: When you use an Item IDs list here make sure that:
      • The dollar sign ($) and the pound sterling (£) symbols are not used as part of the name of an individual item in the list. Other special characters are supported.
      • The Item IDs must not contain numeric only (example: 129 does not work, but 129a is fine).
      • The character limit is 250 for an Item ID.
  2. Import data into the module and check that the fields map correctly.
    Ensure your module only has one column for line items. It should have a row each for the time dimension, ID list, and the numerical data.
  3. We recommend you create a view that includes these dimensions:
    • Time (Time)
    • List of IDs  (item_id)
    • Historical data column (Line items)

      You can run the export action from this view, even if you make changes to the module.
Historical data

Units sold
Week 1 FY20Item 11,240

Item 2780

Item 3490

Item 4880

Item 5580

Item 6470

Item 71,290

Item 81,100

Item 91,400

Item 10730

Item 111,440

Item 121,160
  1. Configure an export action.
    Ensure the export CSV file has column headers to represent each line item in the module.
    For example: timestamps, IDs, and target values.

Also see PlanIQ: Design and build your item list for forecasting (opens external page)
Next, you can complete the topics in this section, or skip to the next section


We update Anapedia regularly to provide the most up-to-date instructions.