Contents

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Preface

• Audience
• Documentation Accessibility
• Related Documents
• Customer Support
• Improved Process for Oracle Retail Documentation Corrections
• Improved Process for Oracle Retail Documentation Corrections
• Oracle Retail Documentation on the Oracle Help Center (docs.oracle.com)
• Conventions

1 Introduction

• Forecasting Challenges and RDF CS Solutions
  • Selecting the Best Forecasting Method
  • Overcoming Data Sparsity through Escalation and Pooling Levels
  • Forecasting Demand for New Products and Locations
  • Managing Forecasting Results Through Automated Exception Reporting
  • Incorporating the Effects of Promotions and Other Event-Based Challenges on Demand
  • Support for Short Lifecycle Merchandise
  • 53 Week Calendar
• Forecasting Process
  • Process Summary
• User Experience and Workflow
  • Dashboard Views and Workspaces
  • Forecast Engine

2 Dashboard

• Overview Dashboard
• Forecast Scorecard Dashboard
• Long Lifecycle Exceptions
• Short Lifecycle Exceptions

3 New Item & Locations Task

• New Item & Locations Workspaces, Steps, and Views
• New Item Maintenance Workspace
  • Like Item - Select And Approve Step
  • Select and Approve View
    • Measures: Select and Approve View
  • New Item Settings Step
  • New Item Basic Parameters View
    • Measures: New Item Basic Parameters View
  • Eligible Like Item View
    • Measures: Eligible Like Item View
• New Store Maintenance Workspace
  • Like Store Assignment Step
  • Product Like Store Assignment View
    • Measures: Product Like Store Assignment View
• Attribute Maintenance Workspace
  • Review - Attributes Step
  • Attribute Match View
    • Measures: Attribute Match View
  • New Item Attributes View
    • Measures: New Item Attributes View
  • Existing Item Thresholds Maintenance View
    • Measure: Existing Item Thresholds Maintenance View
  • Similarity Score View
    • Measures: Similarity Score View
  • Review - Recommendations Step
  • Aggregate Level View
    • Measures: Aggregate Level View
  • Item & Location Recommendation View
    • Measures: Item & Location Recommendation View

4 Data Cleansing for Seasonality Estimation Task

• Data Cleansing for Seasonality Estimation Workspace, Steps, and Views
• About Preprocessing Administration
• Preprocess Administration Workspace
  • Preprocess Parameters Step
  • Preprocess Admin Seasonality View
    • Measures: Preprocess Admin Seasonality View
  • Preprocess Method Parameters for Seasonality View
    • Measures: Preprocess Method Parameters for Seasonality View
  • Preprocess Method Parameters Override for Seasonality View
    • Measures: Preprocess Method Parameters Override for Seasonality View
  • Preprocess Panel for Seasonality View
    • Measures: Preprocess Panel for Seasonality View
• About Source Measure Maintenance
  • Source Measure Maintenance Functionality
• Source Measure Maintenance Workspace
  • Preprocess Parameters Step
  • Preprocess Admin Seasonality View
    • Measures: Preprocessing Panel for Baseline View
  • Preprocess Method Parameters for Seasonality View
    • Measures: Preprocess Method Parameters for Seasonality View
  • Preprocess Method Parameters Override for Seasonality View
    • Measures: Preprocess Method Parameters Override for Seasonality View
  • Preprocess Panel for Seasonality View
    • Measures: Preprocess Panel for Seasonality View
  • Review Step
  • Source Measure Maintenance for Seasonality View
    • Measures: Source Measure Maintenance for Seasonality View

5 Data Cleansing for Promo Estimation Task

• Data Cleansing for Promo Estimation Workspace, Steps, and Views
• About Preprocessing Administration
• Preprocess Administration Workspace
  • Preprocess Parameters Step
  • Preprocess Admin Promo View
    • Measures: Preprocess Admin Promo View
  • Preprocess Method Parameters for Promo View
    • Measures: Preprocess Method Parameters for Promo View
  • Preprocess Method Parameters Override for Promo View
    • Measures: Preprocess Method Parameters Override for Promo View
  • Preprocess Panel for Promo View
    • Measures: Preprocess Panel for Promo View
• About Source Measure Maintenance
  • Source Measure Maintenance Functionality
• Source Measure Maintenance Workspace
  • Preprocess Parameters Step
  • Preprocess Admin Promo View
    • Measures: Preprocess Admin Promo View
  • Preprocess Method Parameters for Promo View
    • Measures: Preprocess Method Parameters for Promo View
  • Preprocess Method Parameters Override for Promo View
    • Measures:Preprocess Method Parameters Override for Promo View
  • Preprocess Panel for Promo View
    • Measures: Preprocess Panel for Promo View
  • Review Step
  • Source Measure Maintenance for Promo View
    • Measures: Source Maintenance View

6 Estimation Setup Short Lifecycle Task

• Estimation Setup SLC Workspaces, Steps, and Views
• General Estimation Setup SLC Workspace
• General Estimation Setup SLC Step
  • SLC Estimation Setup View
    • Measures: SLC Estimation View
• Season Code Step
  • Season Code Parameters View
    • Measures: Season Code Parameters View
• Escalation Path Step
  • Default Escalation Path View
    • Measures: Default Escalation Path View
  • Escalation Path Override View
    • Measures: Escalation Path Override View
• Calculation Setup Step
  • Estimation Parameters Sub-step
  • Profile Normalization View
    • Measures: Profile Normalization View
  • Pruning Parameters Sub-step
  • Filter Thresholds View
    • Measures: Filter Thresholds View
• Calculation Parameters Override Step
  • Pruning Parameters Override View
    • Measures: Pruning Parameters Override View
• Group Assignment Step
  • Group Assignment View
    • Measures: Group Assignment View
  • Group Label Override View
    • Measures: Group Label Override View

7 Estimation Setup Long Lifecycle Task

• Estimation Setup LLC Workspaces, Steps, and Views
• General Estimation Setup LLC Workspace
• Seasonality Step
  • Seasonality Default Parameters Sub-step
  • Seasonality Global Parameters View
    • Measures: Global Parameters View
  • Seasonality Level Parameters View
    • Measures: Level Parameters View
  • Seasonality Override Parameters Sub-step
  • Seasonality Level Parameters Override View
    • Measures: Seasonality Level Parameters Override View
• Pooling Step
  • Pooling Default Parameters Sub-step
  • Pooling Global Parameters View
    • Measures: Global Parameters View
  • Pooling Level Parameters View
    • Measures: Level Parameters View
  • Promotion Model Type View
    • Measures: Promotion Model Type View
  • Ridge Regression Parameters Sub-step
  • Ridge Regression Parameters View
    • Measures: Ridge Regression Parameters View
  • Pooling Override Parameters Sub-step
  • Pooling Level Parameters Override View
    • Measures: Pooling Level Parameters Override View
• Escalation Path Step
  • Seasonality Escalation Sub-step
  • Seasonality Escalation Path View
    • Measures: Seasonality Escalation Path View
  • Seasonality Escalation Path Override View
    • Measures: Seasonality Escalation Path Override View
  • Pooling Escalation Sub-step
  • Pooling Escalation Path View
    • Measures: Pooling Escalation Path View
  • Pooling Escalation Path Override View
    • Measures: Pooling Escalation Path Override View
• Pruning Parameters Step
  • Pruning Sub-step
  • Seasonality Pruning Parameters View
    • Measures: Seasonality Pruning Parameters View
  • Override Pruning Sub-step
  • Seasonality Pruning Parameters Override View
    • Measures: Seasonality Pruning Parameters Override View
  • Promotion Effect Pruning Sub-step
  • Pooling Pruning Parameters View
    • Measures: Pooling Pruning Parameters View
  • Minimum Time Series Sub-step
  • Minimum Time Series View
    • Measures: Minimum Time Series View
• Group Assignment Step
  • Group Assignment View
    • Measures: Group Assignment View
  • Group Label Override View
    • Measures: Group Label Override View

8 Estimation Review Short Lifecycle Task

• Estimation Review SLC Workspaces, Steps, and Views
• General Estimation Review SLC Workspace
• Overall Step
  • SLC Preprocess View
    • Measures: SLC Preprocess View
  • SLC Estimation Count View
    • Measures: SLC Estimation Count View
• Price Elasticity Step
  • SLC Price Elasticity View
    • Measures: SLC Price Elasticity View
• Seasonality Step
  • SLC Seasonality Curve View
    • Measures: SLC Seasonality View

9 Estimation Review Long Lifecycle Task

• Estimation Review LLC Workspaces, Steps, and Views
• General Estimation Review LLC Workspace
• Statistics Step
  • Causal Effects Statistics View
    • Measures: Causal Effects Statistics View
  • Sales Statistics View
    • Measures: Sales Statistics View
  • Seasonality Curve Count View
    • Measures: Seasonality Curve Count View
• Curves Step
  • Curves View
    • Measures: Curves View
• Effects Step
  • Causal Effects Final View
    • Measures: Causal Effects Final View
  • Causal Effects Pool View
    • Measures: Causal Effects Pool View

10 Forecast Setup Short Lifecycle Task

• Forecast Setup SLC Workspaces, Steps, and Views
• Forecast Setup SLC Workspace
• Forecast Setup SLC Step
  • Basic Parameters View
    • Measures: Basic Parameters View
  • Advanced Parameters View
    • Measures: Advanced Parameters View
  • Detailed Parameters View
    • Measures: Detailed Parameters View
• Escalation Path Step
  • Escalation Path View
    • Measures: Escalation Path View
  • Escalation Path Override View
    • Measures: Escalation Path Override View
• Exception Management Step
  • In Season View
    • Measures: In Season View

11 Forecast Setup Long Lifecycle Task

• Forecast Setup LLC Workspaces, Steps, and Views
• Forecast Setup LLC Workspace
• Forecast Setup LLC Step
  • Basic Parameters View
    • Measures: Basic Parameters View
  • Advanced Parameters View
    • Measures: Advanced Parameters View
  • Overrides View
    • Measures: Overrides View
• Base Demand Step
  • Basic Parameters View
    • Measures: Basic Parameters View
  • Bayesian Plan View
    • Measures: Bayesian Plan View
• Casual Forecast Setup Step
  • Base Demand - Advanced Parameters View
    • Measures: Base Demand - Advanced Parameters View
  • Base Demand - Overrides View
    • Measures: Base Demand - Overrides View
• Causal Events Step
  • Basic Parameters View
    • Measures: Basic Parameters View
  • Aggregation Profile View
    • Measures: Aggregation Profile View
  • Spread Profile View
    • Measures: Spread Profile View
  • Advanced Parameters View
    • Measures: Advanced Parameters View
  • Overrides View
    • Measures: Overrides View
• Escalation Path Step
  • Seasonality Escalation Path View
    • Measures: Seasonality Escalation Path View
  • Seasonality Escalation Path Override View
    • Measures: Seasonality Escalation Path Override View
  • Pooling Escalation Path View
    • Measures: Pooling Escalation Path View
  • Pooling Escalation Override Path View
    • Measures: Pooling Escalation Override Path View
• Exception Management Step
  • Base Demand View
    • Measures: Base Demand View
  • Promotions View
    • Measures: Promotions View

12 Forecast Review Short Lifecycle Task

• Forecast Review SLC Workspaces, Steps, and Views
• Forecast Review SLC Workspace
• Approve Step
  • Approve Information View
    • Measures: Approve Information View
  • Forecast Results View
    • Measures: Forecast Results View
  • What-If Parameters View
    • Measures: What-If Parameters View
  • Causal Effects View
    • Measures: Causal Effects View
• Promo Calendars Step
  • Promotion Calendar View
    • Measures: Promotion Calendar View

13 Forecast Review Long Lifecycle Task

• Forecast Review SLC Workspaces, Steps, and Views
• Forecast Review LLC Workspace
• Approve Step
  • Approve Information View
    • Measures: Approve Information View
  • Forecast Results View
    • Measures: Forecast Results View
  • What-If Parameters View
    • Measures: What-If Parameters View
  • Causal What-If View
    • Measures: Causal What-If View
  • Daily Forecast Results View
    • Measures: Daily Forecast Results View
• Causal Parameters Step
  • Causal What-if Effects View
    • Measures: Causal What-if Effects View
  • Promotion Calendar View
    • Measures: Promotion Calendar View

A Appendix: Forecast Exceptions & Alerts

• Forecast versus Recent Sales
• Adjusted versus Approved
• Forecast versus Last Year Sales
• Promo Peaks
• Transition Items Count

B Appendix: Forecast Errors in the Forecast Scorecard Dashboard

• Mean Absolute Percent Error
• Root Mean Squared Error
• Mean Absolute Error
• Forecast Bias
• Percent Adjusted

C Appendix: Preprocessing Methods

• Preprocessing Methods
  • Standard Median
  • Retail Median
  • Standard Exponential Smoothing
  • Override
  • Increment
  • Forecast Sigma
  • Forecast Sigma Event
  • DePrice
  • Clear
  • No Filtering
• Preprocessing for Stock-outs
• Preprocessing for Outliers
• Preprocessing for Promotional Forecasting

D Troubleshooting