Exporting the forecast data

You can export the forecast data for the selected forecast record using the Export option on the Forecasts tab.

To export forecast data in a CSV file:

  1. Select a record on the Forecasts tab.
  2. Click Export. The Export CSV Forecast Data window is displayed.
  3. Specify this information:
    Forecast Interval
    The period for which forecast data is exported. Possible values:
    • Daily
    • Weekly
    • Monthly
    • Quarterly
    • Yearly
    Group Field
    The group fields to filter forecast data.
  4. Click Export.
    Note: 
    • If the selected interval matches the forecast group interval and Group fields are not selected, the application exports all forecast details.
    • If you select a less detailed interval and do not specify a Group field, the application combines the data based on the Key fields of the forecast group.
    • If you select multiple Group fields, the application combines the data based on the selected Group fields.
    • The exported file includes the Date and Value columns.
    • The filename must be in the [ForecastGroupName_without_spaces]_[ForecastName_without_spaces] format.