M3 Demand Planner User and Administration Guide

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About this guide
Getting started
Logging in
Logging off
Overview of the application
Working with DMP
Menu
Select Version
Version
Version Properties
Open Version
Import
Importing from M3 BE Dataset
Importing a file
Importing Promotions
Importing M3 Data
Importing Data Lake
Importing Attributes
Importing Extra Keys
Importing Numeric/Text for Keys
Export
Exporting to M3 BE Dataset
Exporting a file
Exporting Promotions
M3 Triggers
Exporting Data Lake
Manage
Synchronization
Data Exchange
Lists
About Changes
Viewing changes
Viewing change properties
About Sales Activities
Approving changes to a sales activity
Attaching or detaching a sales activity
Changing a sales activity name
Creating a sales activity
Editing a sales activity
About Scenario Parts
Approving changes to a scenario part
Attaching or detaching a scenario part
Changing a scenario name
Changing a scenario part name
Creating a scenario part
Confirming scenarios or scenario parts
Opening the Scenario Part Information window
Deleting a scenario
Deleting a scenario part
Creating a To Do List
Completing a To Do List item
Deleting a To Do List Item
Changing a To Do List Item
Key State
Controlling a dataset record using key state
Changing a key state
Creating a change category
Viewing a change category
Editing a change category
Deleting a change category
About Time Marks
Adding a time mark
Changing a time mark
Deleting a time mark
About Scripts
Installing and running scripts
Promotion tracking
Assigning promotions
Importing Promotions
Exporting Promotions
Adding promotion cannibalization
Different cases and scenarios
About promotion graphical view
Viewing promotion list with a graphical calendar
Data
Workflows
Workflow actions
Workflow benefits
Creating a workflow
Enabling workflow execution trace
Enabling access to Manage Workflow
Statistical Forecast Methods
AUM
Configuring Simple AUM
Defining AUM
Assigning AUM conversion factors
Importing AUM
Deploying AUM
Using AUM Factor Edit
Creating new conversion factors
Editing conversion factors
Linking AUM to a Dataset
Attributes
Defining attributes
Editing attributes
Copying attributes
Linking attribute to dataset
Importing Attributes
Deleting attributes
Defining provider properties
Extra Keys
Defining Extra Keys
Editing Extra Keys
Enabling Extra Keys
Managing Extra Keys
Importing Extra Keys
Numeric/Text for Keys
Defining Numeric/Text for Keys
Importing Numeric/Text for Keys
Budgets
Insights
Insight Property
Dataset Insight
Favorite Views and Scoreboards
Favorite View Data
Copying a Favorite View Data
Setting a Favorite View Data
Dataset data
Copying a Dataset data
Creating a Dataset data
Deleting a Dataset data
Expand Dataset data
Expanding dataset data through menu
Expanding a dataset data through workflow
Users
Creating new users
Deleting users
Copying users
Importing users
Importing users manually
Importing users through scripts
User profile properties
User Dataset Access
User Management Rights
Management Rights for Administrator role
Management Rights for Central user role
User version permissions
User Domains
Defining User Domains
Creating User Domains
Changing User Domains
Deleting User Domains
Setup
Format
Settings
Defining General settings
Defining Options settings
Defining Grid settings
Defining Theme settings
Defining Admin settings
Defining Data settings
Defining General M3 Interface Settings
Defining API M3 Interface Settings
Defining REST M3 Interface Settings
Defining Servers settings
Defining IF settings
Defining Logging settings
Printer
Language
Window
Data Administration
DB Files
DB Settings
DB Options
DB Tools
Feature Toggles
Tenant Settings
Server Logs
Help
Datasets
Creating a dataset
Displaying a dataset
Deleting a dataset
Dataset Properties
Enabling Statistical Forecasting
Changeable Time Horizons
Defining a Time Horizon
Changing a Time Horizon
Removing a Time Horizon
Phantom Manager
Creating a new phantom
Creating a phantom with copied value
Creating a phantom structure
Updating phantom details
Exporting a phantom
Deleting a phantom
Phase out
Undoing phase out of records
Analysis Area
Favorite Views
Favorite View Properties
General
Settings
Display Settings
Time Filter
Basic Keys
Extra Keys
Aggregation
Attributes
Key Columns
Measures
AUMs
Calculated Measures
Editable Calculated Measures
Value Columns
Scenario
Distribution
User Changes
Key Group Setup
Creating a Favorite View
Multiple Dataset Favorite View
Calculated Measures
Functions in Calculation formulas for Calculated Measures
Formulae for Scoreboard Calculations
Scoreboards
Creating a Scoreboard record
Defining the Scoreboard Properties
Forecast Error Measures
Calculating a Scoreboard
Version Control
Data Exchange
Receive Forecast Package
Send Forecast Information
Load Forecast Package
Save Forecast Information
Create Forecast Packages
Load Forecast Information
Get Server Contents
Manage
Load Version
Save Version
Compact Database
Synchronization
Importing from M3 BE Dataset
Configure M3 DMP for Importing and Exporting Datasets
Importing a file
Example of importing a text file format
Period mapping
Importing file by year period mapping
Importing file by year and period
Importing file by time mark period mapping
Importing file by PPPP?YYYY period mapping
Importing file by YYYY?PPPP period mapping
Importing file by date and time mapping
Possible scenarios that can result to errors or warnings
Importing Promotions
Importing M3 Data
Importing Data Lake
Exporting to M3 BE Dataset
Exporting a file
Exporting file through dataset
Exporting file through favorite view
Exporting file through scoreboard
Example of exporting a file
Exporting Promotions
M3 Triggers
Exporting Data Lake
About Select Version
Version Properties
Open Version
Close Version
Shortcuts
Organizing Shortcuts
Actions
Favorite View Grid
Changing data in Grid
Changing the data using Basic Calculations
Changing the data using Advanced Calculations
Viewing changes in Grid
Print Grid
Fast Filter
Keyboard Shortcuts
Key Images
Configuring Key Images
Key Information
Enabling Key Information
Accessing Key Information
Distribution Profiles
Using Distribution Profiles
Modifying a distribution profile
Split Charts
Enabling the Split Chart View
Navigating in the Split Chart
Making changes in the Split Chart
Enabling Trend Line
Enabling Animation
Enabling Stack Percentage
Changing colors using fixed sets
Enabling time marks and forecast calculation points
Configuration
Integrating to M3 Cloud
Creating Dataset from M3
Importing Dataset from M3
Exporting Dataset to M3
Importing M3 Data
Importing Data Lake
Exporting Data Lake
Setting up API Gateway in DMP
Creating an authorized app in API Gateway
Downloading the API Gateway configuration
Configuring DMP Client to use API Gateway
Setting up and validating integration to M3 DMP
Starting from M3
Selecting the version
Setting up the M3 Interface
Creating Dataset in DMP
Loading the M3 Dataset definition
Opening a view
Inspecting and confirming changes
Exporting from M3 DMP to M3 BE
Logging in using Autologin
M3 DMP Multi-Tenant
Database
Integrations
Functional changes
Starting M3 DMP MT
Important information about Save Version
Migrating from on-premise to MT
Saving configurations from existing environment
Uploading to M3 DMP MT
Loading configurations in M3 DMP MT
Moving configuration between tenants
Saving configurations from an existing environment
Downloading the saved version
Uploading to another tenant
Loading configurations in the new tenant
Updating the configuration for M3 DMP MT
Loading the data
Components
File interface
Importing a file
Example of importing a text file format
Period mapping
Importing file by year period mapping
Importing file by year and period
Importing file by time mark period mapping
Importing file by PPPP?YYYY period mapping
Importing file by YYYY?PPPP period mapping
Importing file by date and time mapping
Possible scenarios that can result to errors or warnings
Exporting a file
Exporting file through dataset
Exporting file through favorite view
Exporting file through scoreboard
Example of exporting a file
Statistical Forecasting
Getting started with Forecasting
Enable Statistical Forecasting
Statistical Forecast Methods
Forecast Method Properties
Calculation Setup for Forecast Methods
Calculation Execution Options for Forecast Methods
Trend in Forecast Methods
Seasonality in Forecast Methods
Competitive Methods Properties
Competitive Forecast
Hold-out periods
Selecting Forecast Methods for Competitive Methods
Error Analysis
More about Statistical Forecasting
Customizing Forecast Method
Log for Forecast
Forecast Formulas in detail
Forecast Error Measures
Auditing user log in and log out
Concepts
Information Structure
Basic Industry Setup in M3 DMP
Values and Changes
Planning Cycle in M3 DMP
Processes
Creating a dataset
Defining Datasets and Sales Budget Versions
Transferring Updated Sales Budget
Forecasting Using M3 Demand Planner
Types of Forecasting Methods in M3 DMP
Integration Methods
Collaborative Demand Planning Prerequisites
Importing a dataset from M3 BE
Preparing Forecast Packages
Creating Market Forecast Proposal
Consolidating Market Forecast Proposals
Exporting Forecast Plans to M3 BE
Enabling Forecast on M3 BE
Collaborative Demand Planning in Process
Exporting Consolidated Demand Plan Proposal
Importing Data
Preparing the Forecast Cycle
Adjusting Environment
Generating Forecast Packages
Performing Distributive Forecasting
Performing Market Forecasting
Creating Demand Plan Proposal
Troubleshooting
Logging in issues with On-premises
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