It's crucial to create an import action for your forecast results module. Once the forecast run completes, PlanIQ applies the action to save your predictions into the module. Seasonal trends are very important to consider when you create your import action. Determine if you need them and which ones to include.

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

To create the import action:

  1. Use Excel to create a new CSV file.
  2. Use the CSV file to create your column headers.
  3. Add column headers for the following data items, exactly as shown below:
      • timestamp
      • item_id
      • forecast_action
        Use this column to map the different sets of predictions from each forecast action. 
      • P1, P2, and P3
        These represent the three prediction quantiles you can apply to your forecast.
  4. 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 (scroll across to see the full table):
  5. In the module, select Data then Import to import the CSV file. 
  6. Select Upload New File... and upload the CSV file. 
  7. In the Set Default File dropdown, select either Admins Only or Everyone
File options for the CSV upload. Everyone is selected as the Default file type.

In this example, the dropdown option Everyone is selected for the Default File.

This makes sure the import runs correctly(opens external page). Do not skip this step.

8. Select Next.

9. Then select Yes

Mapping

Manually map to

    • Include a selection of seasonality and trend columns
    • To exclude all seasonality and trends

To manually map the source columns to the target columns:

  1. Select the Mapping tab.
  2. Map the source columns to the target columns.
  3. In the Mapping tab, select Only update imported cells

In Forecast results line items: 

4. Select Map items manually. 

5. Map the columns to include in your forecast.

6. Select Map on names or codes.

7. Select the Time tab and select Dates.
Ensure the date format is Y-M-D.

8. Select Run import.
This example shows a completed import action. 

null

The values shown are empty in this example. We have not run the forecast results yet.

Disclaimer

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