Advanced Sales Forecasting Rules

Review the rules used to calculate values in Advanced Sales Forecasting.

In preparation for forecast planning, make sure to run these rules:

• Prepare Actual

• Forecast Prep

• RptTotals to GSP, if you enabled if Predictive Planning

From the Home page, click Rules .

Tip:

To see only Advanced Sales Forecasting rules, click All Cubes next to the Filter, and from the Cube list select OEP_OGS.

Some of these rules are associated with forms, either from the Actions menu, or set to Run on Save. Planners run these rules as part of the planning process.

Table 5-2 Advanced Sales Forecasting Rules

Rule	Type	Description
Base Forecast Push	Groovy rule. Smart push on form.	Executes push to the reporting cube on a data form.
Execute Data Push	Rule	Pushes data for a particular slice to the reporting cube. Pushes data based on run-time prompt for Scenario, Years, and Version.
Forecast Prep	Ruleset	Copies actuals for selected periods to the Forecast scenario and then pushes data to the reporting cube for the selected Year and Version. The ruleset includes: Prepare Forecast Execute Data Push
Convert Monthly Data to Weekly in Form	Rule	Converts monthly data in a form to weekly data. Run this rule only when it is associated with a form, not from the Rules card.
Convert Monthly Data to Weekly	Rule	Converts monthly data to weekly data (batch conversion).
Prepare Actual	Ruleset	Copies data from OGS_CY Bookings to OGS_Sales Revenue and then pushes data to the reporting cube for the selected Actual, Period(s), and Years. The ruleset includes: Process Actual Execute Data Push Run this rule at these times: For Current Year—Run any time you import a new period of actuals data. For Previous years—Run one time when you build the application, if you import historical data. Run for all periods and years for which historical data exists. You don't need to run this rule again unless data changes for historical years.
Prepare Forecast	Rule	Copies data from Actual to Forecast. Don't run this rule on its own. Run Forecast Prep instead.
Process Actual	Rule	Copies data from OGS_CY Bookings to OGS_Sales Revenue. Don't run this rule on its own. Run Prepare Actual instead.
Push To Reporting Cube	Groovy Rule. Smart Push on form.	Executes Smart Push for any Adjustments made in a form. Pushes data to the reporting cube.
Roll Up	Rule	Rolls up the cube. Typically not needed, because aggregation is performed in the reporting cube. All dashboards and reporting forms are associated with the reporting cube for fast aggregation.
RptTotals to GSP	Rule	Takes the total for enabled custom dimensions to Any Member for Predictive Planning purposes. This allows users to run predictions at the Territory level and not at a detailed level.
Convert Weekly Data to Monthly in Form	Rule	Converts weekly data in a form to monthly data. Run this rule only when it is associated with a form, not from the Rules card.
Convert Weekly Data to Monthly	Rule	Converts weekly data to monthly data (batch conversion).