Forecast tab

The Forecast tab displays forecast related data. The periodicity of the displayed forecast is dependent on the periodicity defined for Demand Planning Workbench, see Periodicity.

If the periodicity is more than daily and the current Forecast From Date is different from the first date of the forecast period, the first forecast period displays history data to the Forecast From Date and the forecast for the subsequent periods.

For example, you have defined a working day interpolation calendar; if you are forecasting weekly and the week starts on Monday and the forecast starts on Wednesday, the first forecast period displays data from Monday to Tuesday (history data) and provides a forecast from Wednesday to Friday (subsequent periods). The Forecast table displays the forecast periods in the columns. You can scroll horizontally to view all the periods.

This table lists the rows displayed in the Forecast table for different Planning Entities (PE) or Aggregate Planning Entity (APE):

Forecast row Planning Entity (PE) Description Editable
Net All The sum of the system and total adjustments for the PE. Yes, except for Reporting type PE.
Children System Forecasting PE, Reporting PE The sum of the system forecast at the base Planning entities. No
System Base PE, Forecasting APE The system forecast for the PE. Possible rows:
  • Freeze
  • Tactical
  • Strategic
Note: 
  • This value is generated from the Freeze, Tactical and Strategic forecasts.
  • The Freeze, Tactical and Strategic forecasts rows are displayed only when the system row is expanded and if the forecast level is enabled.
 No
Total Adjustments All The sum of all adjustments for the PE. Possible rows:
  • Adjustments from above: The sum of adjustments made at aggregate levels, that are spread down to the base PE.
    Note: This row is displayed only for the base PE, if adjustments are added.
  • Adjustments from below: The sum of adjustments made at the base PE.
    Note: This row is displayed only for the Forecasting APE and Reporting APE.
  • Balance Adjustment: The balanced adjustment spread down from the control level to the Base.
    Note: This row is displayed, only for the base PE, if the Control Level field value is not set to Base, and adjustments are added.
 No
Any other forecast adjustments for the PE Base PE and Forecasting APE A row is displayed for each adjustment added for this PE. No
Note: Additional rows can be enabled for defined Data Series. The Type Manual data series can be modified at the specified level(s).

You can select a cell in the Net Forecast row to modify the value. The delta between the current and new value is used to create a forecast adjustment.

The System Forecast row can be expanded or collapsed as follows:

  • When expanded, additional rows are displayed in the table containing the defined forecast levels (Freeze, tactical, and strategic).
  • When collapsed, the individual forecast levels are not displayed.

The Total Adjustment row can be expanded or collapsed as follows:

  • When expanded, displays additional rows below the total adjustments. Each row displays an individual adjustment.
  • When collapsed, individual adjustments are not displayed in the Forecast table view.
Note: You can perform these actions in the forecast table:
  • Add adjustments to the forecast table using the Add Adjustment option from the Context menu. See Add Adjustment, for more details.
  • Create adhoc profile, using the Create Adhoc Profile option from the Context menu. See Creating adhoc profile, for more details.
  • Apply created adhoc profile to selected periods, using the Apply Adhoc Profile option from the Context menu. See Using Adhoc profile, for more details.