1. PlanIQ
  2. Set up your data collection

After you prepare your source data, go to Plan IQ to complete the next stage to create your forecast, which is to set up your data collection. 

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Get your source data ready for export and ensure it has your historical data. As an option, include source modules for related data and attributes that you can use to further inform your forecast. Attributes group historical data items by their shared characteristics.

To set up a data collection:

  1. In the left navigation bar on the Forecast overview page, click Data collections.
  2. Click New collection.
    The configuration settings for Historical data display.
  3. Enter your Data collection name
  4. Select the workspace, model, and export action for your source data that you want to generate your forecast from.
  5. Select the time scale that matches the model calendar settings in your source model. 
  6. Map the lists in your source model to the fields in Data mapping.
    These are the lists that you created when you prepared your data.  
  7. If you only want to use historical data to base your forecast on, click Create data collection.
    Otherwise, to add related data and/or attributes, click Add related data.

Add related data

To add related data:

  1. Select Include related data set in this data collection.
  2. Repeat steps 4 - 5 above. 
  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. Either create your data collection, or click to add attributes.

Add attributes

To add attributes:

  1. Select Include attributes data set in this data collection.
  2. Select your workspace, model, and export action from your source model where you created your attributes module.
  3. In Data mapping, map the list that you want to use as your item unique identifier.
  4. Click Create data collection.
    The data collection assembly begins.

The data collection assembly

Once you click to create a data collection, this triggers your data collection assembly.  This consists of an export from the model, and validation checks:

An export from the source model

An export is made from the source model.
Other users must wait until the export completes, to make any more changes to the source model. The export takes a very short amount of time to complete. 

Validation checks

Then, the data goes through validation checks. PlanIQ checks that the data is in the correct format, analyzes which time scale to apply to the forecast, and checks for any potential errors in the data. 

When the data assembly finishes, your data collection is ready to use in your forecast model.
The right pane displays an overview of the assembled data, and the properties that make up the data collection. 

Select a data collection listing to view it's overview and properties in the right pane. 

The right pane displays when you select the name, or date created, or status of a data collection listing.

Rerun a data assembly

If there are some issues with the data collection, you can rerun the data collection assembly. This helps ensure you those issues are fixed.

To rerun, select the ellipsis by the data collection listing, and select Rerun data assembly.

Rerun reassembles the data collection.