Specifying a Historical Data Source

When you specify a historical data source, you select where the historical data will be coming from and indicate whether to use all historical data or only data from a specified date range.

Note:

Administrators and other users with appropriate security roles can define and use alternate data sources instead of or in addition to the default data source for the current Planning application (Using Alternate Historical Data Sources).

To specify a source for historical data:

1. Open the Settings dialog.
2. On the Data Source page, select a Plan Type:

   • PlanName (Default Plan) is the Plan Type associated with the current form. Select this plan type to use any historical data contained within this application (the default).

   • OtherPlanNames, if available, are alternate plan types provided by the data administrator as sources of historical data. These are typically Aggregate Storage Option (ASO) applications.

3. Indicate whether to Use all historical data or a Selected date range.

   Note:

   When they run predictions, users will be able to temporarily override the selected date range using the Change Date buttons on the Run Confirmation dialog.

4. Optional: If you selected Selected date range, specify a start and end year and time period.

   Note:

   For a discussion of the date range, see Determining the Prediction Range.

5. Optional: Set or reset defaults using one of the following selections:

   • Click Set Default to store settings on all tabs as application defaults.

   • Click OK to store settings on all tabs as individual defaults for only this form.

   • Click Reset at any time to restore the predefined defaults shipped with Predictive Planning or application defaults set with Set Default. This resets all tabs of the dialog.

     Note:

     For more information about defaults, see Application and Individual Form Defaults.

6. Optional: To leave the dialog without changing defaults, click Cancel.