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WFAI_FC_TAGGED_HIST - Define Tagged History

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Tagged history allows managers to select configured days or weeks associated with a specific event to use in their volume and demand forecast. For recurring events, managers can choose the transaction history from the previous events to generate a demand forecast for the upcoming event. Use this activity to define tagged history sets.

If tagged history falls within the dates of a trended forecast, the tagged history data is not be used as the forecast data is skewed based on the specific tagged event.

The tagged history sets you define in this activity are available to managers when performing forecast calculations through the manager's portal. When a manager chooses the configured day or week associated with a specific event, the historical data for that day or week is used in their current week's forecast. As events might be location or region specific, managers can choose to not select the tagged history data.

1. Choose New Entries to define a new tagged history set profile, or select an existing profile to maintain its values.
2. For a new entry, enter the Tag Set.
3. Enter the short description the system uses for display purposes.
4. Optionally, enter a long description.
5. Save your entries.
6. Double-click Define Tag History.
7. Enter the external key for the fixed history.
8. Set the Week Tag indicator if this tagged history set is for a week rather than a day. When set, all dates within the tag represent the effective week of the location based on the start day of the week.
9. Set the Excludeindicator if the dates within the tag history are to be excluded in a history week during a forecast calculation.
10. Enter the Threshold, the maximum number of days or weeks to use for the tagged history.
11. Enter the Drop High/Low threshold, the minimum number of days or weeks necessary before the high and low value can be dropped.
12. Enter the short description the system uses for display purposes.
13. Optionally, enter a long description.
14. Save your entries.
15. Double-click Define Tag History.
16. Choose a Tag Historyentry.
17. Double-click Define Global Dates.
18. Choose New Entries to define a new global dates or select an existing profile to maintain its values.
19. Enter the dates for the tagged history applied to all locations. You can either enter the dates directly of choose them from the input help calendar.
20. Double-click Define Local Dates.
21. For a new entry, at the pop-up:

• Choose the External Key for Fixed History from input help.

• Choose the Location Profile for the location to which this tagged history applies from input help.

1. Enter the dates for the tagged history applied to the specific location. You can either enter the dates directly or choose them from the input help calendar.
2. Save your entries.
3. Double-click Map Tagged History to Set.
4. At the pop-up, choose the Tag Setfrom input help.
5. For a new entry, at the pop-up, choose the External Key for Fixed History from input help.
6. Save your entries.

If a white sale occurs every three months, a location manager can choose to use the transaction history defined in the tagged history from their previous white sales to generate a demand forecast for the next white sale. Tagged history is also used to provide valid forecast data when a substantial variance occurred based on poor weather conditions or other unforeseen events.

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Length: 4433 Date: 20240523 Time: 215239     sap01-206 ( 70 ms )