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Edit in Forecast Plan

Edit the Values in Forecast Plan

· There are 3 ways in which the user can change/edit the values in Forecast Plan.

  1. Edit Flag

  2. Double Click on Cell.

  3. Edit in Excel Sheet.

· To edit values in any Data Measure, the Edit Data option in the Data Measure Master must be set to True.

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· Run the Work Flow to view the Forecast Plan.

· Go to Menu Bar --> Forecast --> Forecast Plan.

· Select the combination of Product and Region in the tree structure. Double-click on the cells of Data Measure which are editable.

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· A window comes up in which the user has to change the value.

· The value can be changed in 4 ways,

  1. Add – The same value gets added to the existing value.

  2. Add Percentage – Add the percentage of the existing value.

  3. Quantity – Entered value reflects directly in the cell.

  4. Percentage – Enter the percentage of the existing value.

· Here we Add 361, which gets added to the existing value. The new value is 9000.

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· Once this is saved, the cell of changed value appears green.

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· Second method to edit the cell value is to click on Edit Flag and change the value.

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· Enter the new value and save it. The cell of changed value is coloured green and after the page reloads, the cell colour will be white like before.

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· Third way is to export the data to an Excel Sheet, Edit it and then Import it to the tool.

· Make sure the Data Type Should be ‘Data Measure as Column’. Click on Export Flag.

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· The Excel Sheet opens with the data to be edited. Change the value of Final Forecast from 25 to 30.

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· Save it and Import the sheet into the tool.

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· The Final Forecast gets updated with the new value.

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