Create a data collection to group data from your source modules. This is the first step in the main PlanIQ activity flow.

After you've created modules (Stage 1) and actions (Stage 2), you set up a data collection (Stage 3, Step 1).

The data collection assembly (creation) includes the steps below.

  1. Data export: Export actions pull data from the source modules. You must wait until the export completes before you can make any changes to the underlying models. Exports are typically quick to run.
  2. Validation checks: PlanIQ verifies that the data is in the correct format, and identifies its time scale and any potential errors.

Once the data collection assembly completes, the data collection is ready for use in forecast models.