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Page Content:    The page describes the information displayed in the Forecast view, how to add forecasts, and how to use CSV files to import historical data.

Note

This is an optional add-on module that is not included in Service Edge editions.

The Forecast module enables forecasters to automatically calculate forecast based on historical data and easily manage forecast scenarios. The forecast is an estimate of the number of hours required to perform specific task types in specific districts for a given date range.  

Accessing the Forecast view

» To access the Forecast view:

  1. In Service Edge click  to display the menu.

  2. In the menu options, select Forecast. The Forecast view is displayed.

Forecast Overview

The Forecast view displays a graph and a table representing the forecast data.  This information is based on historical data for the same districts and for the same task types.

Clicking the Refresh icon ( ) reloads the Forecast view based on up-to-date data.

Graph Description

The graph displays the forecast data with applied filters for districts, demand categories, and dates.

The X-axis represents the time (dates).

The Y-axis represents the number of hours.

The yellow area represents forecast data, whereas the blue area shows historical data.

If the current date is included in the forecast range, it is indicated on the graph as a dotted vertical line, appearing on the date of 'Today'. 

The trend line represents a linear function and it indicates a certain pattern, for example, if the number of hours required to perform certain tasks is increasing or decreasing over time.

The Trend is also indicated in the graph legend field as a percentage value. The trend is calculated only for the filtered data on the screen. For example, if the Forecast view is filtered to display the date for the months of January and February, the trend will be calculated for these two months only.

Table Description

Below the graph, there is an editable table that represents the graph data in a tabular format.

The table contains the following columns:

  • Date - contains a specific date of the relevant forecast record
  • District - contains the District name of the relevant forecast record
  • Demand Category - contains the Demand Category name of the relevant forecast record
  • Forecast (Hours) - contains the Forecast value (number of hours) of the relevant forecast record 

You can edit or delete table records.

To add new records, click the Add New Record link above the table. Clicking this link adds a new row on top of the table.

When a forecast contains a lot of data, table pagination is used.  

Managing Forecasts

Adding a New Forecast

When creating a forecast, you define a date range for which you want to build the forecast and select on what historical data it is based.

You can create different forecasts based on different date ranges and different historical data.

» To add a new forecast:

  1. In the Forecast view, click the Add Forecast button.
    The New Forecast window is displayed.
  2. In the Name field, fill in the Forecast name.
  3. In the Description field, fill in a short description of the Forecast.
  4. In the Forecast Range section, select the start and the end dates of the Forecast period.
  5. In the Historical Data Range section, select the start and the end dates of the Historical Data period on which the forecast will be based. The historical data should be imported prior to adding a forecast. See Importing/Exporting Historical Data.
  6. Click Done.
    A new forecast is created. The system starts calculating the forecast data.

Editing an Existing Forecast

There are two options to edit a forecast:

  • Quick edit: rename a forecast
  • Full edit: edit all the forecast parameters

» To rename a forecast:

  1. In the drop-down list in the top left corner, select the forecast you wish to rename and double-click it.
  2. Enter the new name.

» To edit a forecast:

  1. In the drop-down list in the top left corner, select the forecast you wish to view and click the Edit icon ().
    The Edit Forecast dialog box is displayed.
  2. Modify the forecast fields.
  3. Click Done.
    If you updated the Forecast Range and the Historical Data Range fields, the system recalculates the forecast data.

Deleting a Forecast

  1. In the drop-down list in the top left corner, select the forecast you wish to delete.
  2. Click the Delete icon ().
    You are prompted to confirm the deletion. Deleting a forecast deletes all the forecast data and calculations, including all the associated records. 

Filtering the Forecast View

The Forecast view can be filtered by districts, demand categories, and dates.

Filtering by Districts

By default, the Forecast view displays information for all districts.

» To filter the view by district:

  1. In the top right corner of the Forecast view, click on the Working on <number> Domain(s) link.
  2. In the drop-down list, select the districts whose data you wish to view.
    The selected districts are applied to the graph and the table.

Filtering by Demand Categories

By default, the Forecast view displays information for all demand categories.

» To filter the view by demand category:

  1. In the top right corner of the Forecast view, click on the Filter icon ().
  2. In the drop-down list, select the demand categories whose data you wish to view.
    The selected demand categories are applied to the graph and the table.

Filtering by Dates

It is possible to filter the forecast view by date range.

The default value for the filtered range is the forecast range.

» To filter the view by date range

  1. In the top right corner of the Forecast view, click the Start Date and select a different date in the calendar picker.
  2. Click the End Date and select a date in the calendar picker.
    The filtered range must be within the forecast range. The selected date range are applied to the graph and the table.

Importing/Exporting Historical Data

Before creating a forecast, the forecaster should first import historical data. The data is imported using a CSV file.

You can download a CSV file template and use it to prepare your historical data file.

» To prepare a CSV file with historical data:

  1. From the Actions drop-down list, select Export Historical Data Template.
    The template file is downloaded. The template file contains the column headers that must be filled in before import.
  2. Fill in the CSV file with your data.
  3. Save the file.

» To import historical data:

  1. From the Actions drop-down list, select Import Historical Data.
  2. In the Browse window, select your CSV file and click Import.
    Note: The file size limit is 1GB.

   Once the import is completed, an email is sent to the user who requested the import. 

The historical data of the forecast can be exported to be used in another forecast.

» To export historical data:

  • From the Actions drop-down list, select Export Historical Data.
    The CSV file with historical data is exported.
    Once the export is completed, an email is sent to the user who requested the export. The email contains a link to the CSV file location.

Exporting the Forecast 

The forecast data in the table can be exported to a CSV file.

» To export the forecast:

  • Click the Export button above the table.
    The CSV file will contain the same columns and filtered data that appear in the table.
    Once the export is completed, an email is sent to the user who requested the export. The email contains a link to the CSV file location.

Related Topics

Configuring Demand Forecasting