Edit a User-Defined Forecasting Profile

You can duplicate, edit, or delete a user-defined forecasting profile.

You can't edit a predefined forecasting profile. However, you can duplicate the predefined forecasting profile and edit the copy.

You also can't change the machine learning type for a forecasting profile. If you duplicate the forecasting profile, the Machine Learning Type field is set to the selection for the original forecasting profile and can't be changed.

To delete the user-defined forecasting profile, you must first deselect it for the associated demand, demand and supply, or replenishment plan in the Forecast Profiles section on the Demand tab of the Plan Options page.

Follow these steps to edit the user-defined forecasting profile:

  1. In the Demand Management, Demand and Supply Planning, or Replenishment Planning work area, on the Tasks panel tab, under Configuration, select Manage Forecasting Profiles.

    The Manage Forecasting Profiles page opens.

  2. Select the forecasting profile, and click Actions > Edit

    The Manage Forecasting Profiles page opens.

  3. Edit the name and description as required.

  4. In Enable in Work Area, select or deselect the work areas in which the forecasting profile should be available.

    You can't deselect a work area if the forecasting profile is associated with a plan in that work area. Before deselecting the work area, you must first deselect the forecasting profile for the plan in the Forecast Profiles section on the Demand tab of the Plan Options page.

  5. In Forecasting Table, select the forecasting table that defines the data aggregation levels that are used in the forecasts.

  6. In Input Measure, select the input measure for the forecasting profile.

    This measure's data is used as the basis of historical demand in forecasts.

    The measures available for selection are in the selected forecasting table and are dimensioned by time.

  7. In Output Measure, select the output measure for the forecasting profile.

    This measure stores the forecast after the plan is run.

    The measures available for selection are in the selected forecasting table and are dimensioned by time. Moreover, the available measures can't be shared across plans and are refreshed with current data.

  8. In Measure Catalogs, select the measure catalogs for the forecasting profile.

    Select all the measure catalogs that you anticipate are required for plans that use the forecasting profile. Predefined measure catalogs aren't available for selection.

  9. If your forecasting profile is based on Bayesian machine learning, use the Forecasting Methods tab to configure the forecasting methods and method parameters. For more information, refer to the topic on forecasting methods for Bayesian machine learning in this chapter.

    If your forecasting profile is based on feature-based machine learning, accept the default selection of the XG Boost forecasting method on the Forecasting Methods tab. For more information, refer to the topic on the forecasting method for feature-based forecasting in this chapter.

  10. If your forecasting profile uses Bayesian machine learning, use the Decomposition Groups tab to select and configure decomposition groups. For more information, refer to the topic on decomposition groups in this chapter.

    If your forecasting profile uses feature-based machine learning, use the Feature Groups tab to select and configure measures, levels, and attributes. For more information, refer to the topic on feature groups in this chapter.

  11. Use the Forecasting Parameters tab to configure forecasting parameters.

    For more information, refer to the topic on forecasting parameters for Bayesian machine learning or forecasting parameters for feature-based machine learning in this chapter.

  12. Click Save and Close.

    The edited forecasting profile takes effect the next time you run the associated plan.