Use the exclude values function so PlanIQ can replace undesired values with values that fit better with your data sequence. The new value is generated using automated logic and is based on where the value is in the time series.
The exclude values function does not affect your original data, it only affects how PlanIQ interprets your data.
To exclude values from your data collection setup and apply the automated value replacement logic:
- Open a historical or related data module and identify the items with the values you want to exclude.
- Add a new numeric line item to the module, and give this item the same name as the original item.
- Add ___exclude_value to the end of the name of this new line item.
- For your identified values, insert 1 beside them in the exclude value column.
All other values remain as 0.
To name the new line item, follow this format:
Original line item name + three underscores + exclude + one underscore + value
Example:
If you have a line item called Units sold, the new line item would be Units sold___exclude_value:
Units sold | Units sold___exclude_value |
The table below illustrates a grid of historical data with excluded values. The excluded values are in bold italics.
Historical sales actuals | |||
Units sold | Units sold___exclude_value | ||
Item 1 | 0 | 0 | |
Item 2 | 0 | 0 | |
Item 3 | 0 | 0 | |
Item 4 | 1 | 0 | |
Item 5 | 0 | 0 | |
Item 6 | 0 | 0 | |
Week 1 FY20 | Item 7 | 0 | 1 |
Item 8 | 0 | 0 | |
Item 9 | 84 | 1 | |
Item 10 | 0 | 0 | |
Item 11 | 0 | 0 | |
Item 12 | 0 | 0 | |
Item 13 | 0 | 0 | |
Item 14 | 0 | 0 | |
Item 15 | 0 | 0 | |
Item 16 | 1 | 0 | |
Item 17 | 1 | 0 | |
Item 18 | 0 | 0 |
Next, you can create an attributes module, or skip to the next section.