Applying adhoc profile

The adhoc profile can be applied to editable rows, for specified periods in the History or Forecast tables.

To apply adhoc profile:
  1. Access the Forecast, or History tab in the Demand Planning Workbench screen.
  2. Right-click on an editable cell.
  3. Click Apply Adhoc Profile. The Apply Adhoc Profile screen is displayed.
  4. Specify this information:
    Profile
    The adhoc profile to be applied.
    Note: This value is set to Adhoc and cannot be modified.
    Start Period
    The first period to which the adhoc profile is applied.
    Note: This value is set to the cell where the Context menu is accessed and cannot be modified.
    Number of Periods
    The number of periods for which the adhoc profile is to be applied.
    Note: 
    • This value defaults to the size of the adhoc profile created and is limited to the number of periods between the start period and the end of the columns displayed in the grid.
    • If the grid size is less than the adhoc profile size, the value defaults to the maximum possible value.
    • If the number of periods specified is more than the adhoc profile, the pattern of the adhoc profile is repeated.
    Profile Value
    The total value of the adhoc profile.
    Note: 
    • This value is based on the adhoc profile that is created and not on the number of periods for which the adhoc profile is applied.
    • This value is adjusted based on the values specified for the Uplift Value and Downturn Value fields.
    • This value cannot be modified.
    Uplift Type
    The uplift type that is used for distributing the adhoc profile to the selected periods. Possible values:
    • % of Original Uplift: The profile value is applied across the selected periods, based on the percentage value specified in the uplift Value field.

      For example, if uplift Value is set to 100, this indicates 100% of the profile value is applied across each period, based on the values specified within the profile.

    • Value: The specified uplift value is applied proportionally, based on the created adhoc profile.
    Note: 
    • By default, this value is set to % of Original Uplift.
    • This field is disabled if the adhoc profile does not contain any positive values.
    • If the number of periods extends beyond the adhoc profile, the values are repeated.
    • If the number of periods is less than the adhoc profile, the existing periods are only considered.
    Uplift Value
    The value to distribute across the profile.
    Note: 
    • By default, this value is set to 100.
    • The value is applied based on all uplift profile periods. For example:
      • If the number of periods selected extend beyond the periods in the profile, the values are repeated.
      • If the number of periods selected is less than the adhoc profile, only the periods selected are considered.
    • This field is disabled if the adhoc profile does not contain any positive values.
    Downturn Type
    The downturn type that is used for distributing value to the selected periods. Possible values:
    • % of Original Downturn: The profile value is applied across the selected periods, based on the percentage value specified in the downturn Value field.

      For example, if downturn Value is set to 100, this indicates 100% of the profile value is applied across each period, based on the values specified within the profile.

    • Value: The specified downturn value is applied proportionally, based on the created adhoc profile.
    Note: 
    • By default, this value is set to % of Original Downturn.
    • This field is disabled if the adhoc profile does not contain any negative values.
    • If the number of periods extends beyond the adhoc profile, the values are repeated.
    • If the number of periods is less than the adhoc profile, the existing periods are only considered.
    Downturn Value
    The value to distribute across the profile.

    For example, if downturn Value is set to 100, the adhoc profile considers -100 for distributing the value in the selected periods.

    Note: 
    • By default, this value is set to 100.
    • This field is disabled if the adhoc profile does not contain any negative values.
    • The value is applied based on all downlift profile periods. For example:
      • If the number of periods extends beyond the periods in the profile, the values are repeated.
      • If the number of periods selected is less than the adhoc profile, only the periods selected are considered.
    Bar Chart
    The adhoc profile data that is represented in a bar chart.
  5. Click OK. The Net Forecast or Net History values are updated based on the profile details and the adjustments are added for each period. See Adjustments tab, for more details.

Example 1 - Uplift Type = % of Original Uplift

This example applies a 2 periods profile to 3 periods. The values applied are based on the % uplift value of the original profile.

Adhoc Profile contains 2 periods with values 4, 10

Uplift Type = % of original uplift.

Uplift Value = 50

Number of Periods = 3 (one period greater than the profile)

Therefore, 50% of each profile period is applied to each period, repeating as required to fulfil all periods selected.

Each period = Profile value for period * (uplift value /100)

Period 1 = 4 * (50/100) = 2

Period 2 = 10 * (50/100) = 5

Period 3 = 4 * (50/100) = 2 (this is replicating Period 1 in the profile to fulfil all periods)

Example 2 - Uplift Type Value

This example applies a 2 periods uplift profile to 5 periods. The uplift value is applied to cover the profile periods based proportionally on the profile values. Since the number of periods is greater than the profile, the values are repeated.

Profile values = 1, 6

Number of Periods = 5

Uplift Type = Value

Uplift Value = 200

Total original profile value 7 (1 + 6)

New profile adjustment is 200

Each period = original profile for period/total original profile value x New profile adjustment value

Period 1 = 1/7 x 200 = 28.57

Period 2 = 6/7 x 200 = 171.43

Since we have more than 2 periods to apply the profile, the values for periods 3 to 5 are repeated.

Period 3 = 28.57

Period 4 = 171.43

Period 5 = 28.57

Example 3 – Uplift and Downlift

This example explains how a profile with positive and negative values can be used to apply both uplift and downlift across a range of periods.

4 period profile created with values 1, -2, 5, -6

Number of Periods = 5

Uplift Type = Value

Uplift Value = 100

Downturn Type = Value

Downturn Value = 200

Uplift and downlift profile values are calculated based on the positive and negative values in the stored adhoc profile.

Uplift profile = 1 + 5 =6

Downlift profile = -2 + -6 = -8

Period 1 = 16.66 (1/6 of 100)

Period 2 = -50 (2/8 of -200 - because it is a downturn, it negates the values)

Period 3 = 83.33 (5/6 of 100)

Period 4 = -150 (6/8 of -200)

Period 5 = 16.66 (1/6 of 100). This value is repeated based on the first period in the profile, since the profile only contains 4 periods.