1. PlanIQ
  2. Prepare your data
  3. Configure an import action for your forecast results

It's essential to create an import action for your forecast results module so PlanIQ can use the action to save your predictions into the module, once the forecast run completes. 

To configure the import action:

  1. Use Excel to create a new CSV file.
    Use this file to create your column headers.
  2. Add column headers for the following data items, exactly as shown below:
    • timestamp
    • item_id
    • forecast_action
      Note: Use this column to map the different sets of predictions from each forecast action. 
    • P1
    • P2
    • P3
      P1, P2, and P3 represent the three prediction quantiles you can apply to your forecast.
  3. In the CSV file, add a placeholder entry for the timestamp column, and add an actual entry for the item_id column.
    Keep the other columns empty. See the example below:
2021-01-01[Insert one of your actual items or SKUs in this column] 

  1. In the module, select Data>Import to import the CSV file. 
  2. In the Set Default File dropdown, select either Admins Only, or Everyone.
  3. Select Upload New File... and upload the CSV file. 
  4. Select the Mapping tab and map the source columns to the target columns.
Column 1: timestampTime
Column 2: item_idItem_id  
Column 3: forecast_action[If you decide to map the forecast action, map it to the forecast_action_name dimension in your forecast results module.] 
Column 4: P1
Column 5: P2
Column 6: P3
  1. In the Mapping tab, select Only update imported cells
  2. Select the Time tab and select Dates.
    Ensure the date format is Y-M-D.

CSV template

Use this CSV file as a template to set up your import action.

Every time you run a forecast action, this configuration imports the results into your forecast results module. You can use the module to compare the different sets of results against each other.