1. PlanIQ
  2. Prepare your data
  3. Create a module for your forecast results

Have a module prepared to export your forecast results into. You can save your predictions in the module as soon as you've run your forecast actions.

Ensure you're in the New Modeling Experience (NMX) and you're familiar with how to build a model in Anaplan. 

This module is mandatory. The procedure is similar to setting up the modules for your source data. 

To create a forecast results module:

  1. Create a new module with a time dimension and a list of SKUs or items, or IDs, as rows.
    Make sure you use the same dimensions as the ones in your historical data module.
  2. Create a new list called forecast_action_name.
  3. Add this list as a page/context selector dimension to this forecast results module.
    You need this dimension so you can capture the predictions from the different forecast actions you run in PlanIQ.
  4. Make sure the line item name or code in your forecast_action_name list is the same as the name of the forecast action you create in PlanIQ.  
    This helps you compare your forecast results later in the process. 
  5. Create three line items for each quantile prediction. 
    • Call the line items P1, P2 and P3 and make them columns.
    • Use these line items to contain the forecast results for the prediction quantiles you apply when you create a forecast action.
      P1 contains the forecasts for the lower quantile, P2 for the middle quantile (0.5) and P3 for the upper quantile.
  6. Configure an import action.
    This action imports your forecast results into this module.