1. PlanIQ
  2. Prepare your data
  3. Create a module for historical data

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 new modeling experience and you're familiar with how to build a model in Anaplan. 

To create the historical data module:

  1. Create 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.
  2. Import data into the module and check that the fields map correctly.
    Ensure your module only has one column for line items, and a row for 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.
This is how the items display.
  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.