1. Working with Predictive Planning in Smart View
  2. Setting Up Predictive Planning
  3. Setting Form Defaults
  4. Mapping Member Names

Mapping Member Names

Use Map Names to identify key scenarios in the application and link them to Predictive Planning data series. Predictive Planning uses the historical data series to generate predictions for each member on the form. Comparison data series can be set up to compare predicted results to forecast scenarios, budget scenarios, and so on. Prediction data series can be set up to hold prediction results in a separate area in the application. For details, see About Name Defaults.

To map member names to specific Predictive Planning data series:

  1. Open the Settings dialog.
  2. On Map Names, select the following:

    • Historical data series group, Scenario—The dimension member name to use as the historical data series to generate the prediction; a required selection

    • Prediction data series group, Base case scenario, Worst case scenario, and Best case scenario—Optional scenarios that must be created in Planning forms by administrators or other users whose security roles enable them to modify Planning forms; used to hold predicted values when pasted into the form

    To select a member, click the ... button, and then select members from the Scenario and Version dimensions. If you do not select a Version member, the current Version member on the form is used. If there are more than one Version members on the form, the first Version member is used.

  3. Optional: When a Prediction data series member is selected, an X button is displayed next to it. You can use this button to clear the selection and restore the list to its default, <None>.

    Because the Historical data series member is required, you can not clear it and can only select another member.

  4. 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.

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