Build Plan Archive
Use the Build Plan Archive scheduled process to store a copy of current measure values so that you can retrieve them later.
You then can use these archived values to compare values and track changes. Archiving future forecast values enables you to calculate the accuracy of the forecast by comparing these values to the actual demand once it is available.
When to Use
Run the Build Plan Archive scheduled process whenever you want to create archives for measures, which you can use for future data analysis and comparison.
You can create archives for these plans:
- Demand
- Supply
- Demand and Supply
- Sales and Operations
MAPE (mean absolute percentage error) statistics calculations require Shipments or Bookings measures in the archive, based on the measure used to create the forecast in the forecasting profile.
Privileges Required
- Manage Rolling Archives (MSC_MANAGE_ROLLING_ARCHIVES_PRIV) Note: Required for running Build Plan archive with Enable for MAPE calculations.
- Save Plan Extract (MSC_SAVE_PLAN_EXTRACT_PRIV)
Specifications
Before you can archive plan measures, you must enable the archiving options in
.To use the archives in a waterfall analysis or trend analysis, select Use MAPE calculations in the Selector Tool Comparison Options tab.
Review these specifications before setting up this scheduled process:
Specification | Description |
Job Type | Can be run at any time or scheduled to run on a regular basis, such as before plan run. |
Frequency | Can be scheduled to run. For example, after the run to create archives for the interested forecast measures as defined in Measure Catalog for Archival, and to create MAPE rolling archives for use in waterfall and trend analyses. |
Time of Day | Typically run during off-hours, such as overnight or during the weekend. |
Duration | Varies, based on the number of measures in Measure Catalog for Archival. |
Compatibility | It's recommended that you not run the Build Plan Archive and Plan Run scheduled processes simultaneously for the same plan. |
Parameters
Parameter | Optional or Required | Description | Parameter Value | Special Combinations Required | Notes |
Plan | Required | The plan for which you want to create archives for. | List of existing plans that have the Archive enabled in plan options. | None | NA |
Don't delete archives | Optional | Keep the previous archives, if any. | Select the radio button. | None | NA |
Delete archives automatically | Optional | If you select this option, enter a number in the Most Recent Days to Keep field. The archive process automatically deletes older archives based on this parameter. | Select the radio button. | None | NA |
Most Recent Days to Keep | Optional | Enter the number of days for which to retain archives. Archives older than this number of days are automatically deleted. | Enter number of days to keep archives. | None | NA |
Enable for MAPE calculations | Optional |
If you don't select this option, only archives for the measures in the archive measure catalog are created. To calculate predefined measures for Demand and Sales and Operations plans that use archived data, you must use a MAPE archive. The statistics calculated for the MAPE archive are used to generate the Waterfall Analysis and Trend Analysis tables and graphs. |
Select the check box. | None | If you select this parameter, you also must select options for these
parameters:
|
Archive Time Hierarchy | Required if you select the Enable for MAPE calculations option. Otherwise, it's optional. |
Select the time hierarchy to use to archive the measure data for the plan, such as the Gregorian calendar. For a Demand Plan that uses a hybrid time hierarchy, the field value defaults to the hybrid time hierarchy that you selected as the planning calendar and can't be changed. |
Select the required calendar. | None | NA |
Archive Time Level | Required if you select the Enable for MAPE calculations option. Otherwise, it's optional. |
Select the time level for which to archive measure data for the plan. For example, day or week. The time level is based on the selection you made for the archive time hierarchy. For a Demand Plan that uses a hybrid time hierarchy, the field value defaults to the hybrid time hierarchy that you selected as the planning calendar and can't be changed. |
Select the required time level. | None | NA |
Measure Catalog for Archival | Required if you select the Enable for MAPE calculations option. Otherwise, it's optional. |
Select the measure catalog you want to use when you archive. It's recommended that you create a measure catalog for archived measures instead of archiving every measure in the plan. |
List of measure catalogs. | None | NA |
Use default archive name | Required if you select the Enable for MAPE calculations option. Otherwise, it's optional. | Select to use the default archive name. | Select the radio button. | None | NA |
Use user-defined archive name | Required if you select the Enable for MAPE calculations option. Otherwise, it's optional. |
Select to overwrite the default name with a user-defined name. |
Select the radio button. Enter user-defined archive name in the text box. |
None | NA |
Troubleshooting Information
- You can view the status of the Build Plan Archive process on the Scheduled Processes UI.
- After you submit the scheduled process, you can perform any of these tasks in
the Scheduled Processes UI:
- Resubmit it
- Put it on hold
- Cancel the process
- Release the process
- When the process completes, verify in the log that these child processes have also
completed successfully:
- Archive Plan
- Archive Plan Data
- Archive Plan Data for Granularity
- If you want to use MAPE calculations for waterfall or trend analysis, or if existing archives aren't available for these analyses in the pivot table, ensure that you select the Enable for MAPE calculations option when you create those archives.