1. PlanIQ
  2. Set up your data collection
  3. Add related data (optional)

Related data is an optional dataset that includes forward looking data, such as upcoming marketing promotions. Include it in your data collection setup to enhance the accuracy of your forecasts. 

In Set up a data collection, select Related data (optional) in the left-hand panel. 

Alternatively, you can Add related data (bottom right of the screen).

To add related data:

  1. Select Include related data set in this data collection.
  2. Choose either Anaplan or CloudWorks integration.

If you choose Anaplan:

  1. Select the workspace, model, and export action for your source data  to generate your forecast.
  2. Select the time scale that matches the model calendar settings in your source model. 
  3. In Data mapping, map the list that you want to use as an item unique identifier and the list for the time dimension. 
  4. Optional: To add the next dataset, select Add attributes in the bottom right of the screen, and follow this procedure
  5. To create the data collection, select Create data collection.
    If you select Create data collection, the data collection assembly begins. The data collection displays in a list view with the date it's created and the status of the collection. 

If you choose CloudWorks integration, see Data collection from CloudWorks.

  1. Optional: Select a data collection to display its overview and properties in the right pane. 
  2. Optional: If you want to reassemble a data collection, select the ellipsis to the right of the listing, and select Rerun data assembly.
    The newly assembled data collection overwrites the previous one.

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.