1. PlanIQ
  2. Get your data ready to export to PlanIQ
  3. Create a related data module

Create a source module that contains your related data. Related data is an optional data set that you can include in your data collection. Related data helps increase the accuracy of your forecast.

Ensure you're in the Models and you're familiar with how to build a model in Anaplan. 

To create the related data module:

  1. Insert a new module that includes a time dimension and a list of IDs as rows.
    Optional: You can import a time dimension if you need a custom time.
  2. Create some line items and drag and drop them to Columns.
    You can create a maximum of 12 line items.
    For example: Price, Promotion, Out of stock.
The pivot for related data is similar to historical data.
  1. In Blueprint, format the line items as number or Boolean data types.
  2. Import data into the module and check that the fields map correctly.
    Ensure your module has a column for timestamps, another for IDs, and one for each line item.
  3. We recommend you create a view that includes these dimensions:
    • Time (Time)
    • List of IDs (item_id)
    • Related data columns (Line items)
      You can have a separate column for each set of line items (each set represents a type of related data). For example, price and promotion.

      You can run the export action from this view, even if you make changes to the module.
Related data




PricePromotion
Week 1 FY20Item 1170

Item 2120

Item 3140

Item 4141

Item 5160

Item 6180

Item 7130

Item 8160

Item 9111

Item 101884

Item 11130

Item 12171
  1. Configure an export action.
    Ensure the export CSV file has column headers to represent each line item in the module.

Next, you can complete the topics in this section, or skip to the next section

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.