Define Indicator Groups 
Use
Managers apply the same parameters to groups of indicators. In many cases, these indicator groups will consist of the same indicators from week to week. You use this procedure to define indicator groups. Indicator groups help make the forecasting process easier for managers.
Prerequisite
You have defined volume indicators using the procedure Define Volume Indicators.
Procedure
...
1. You access the transaction through either:
¡ The SAP Easy Access Menu, where you navigate to the transaction by choosing either path:
§ Industries ® Retail Multisite Workforce Deployment ® Forecast Settings ® Define Indicator Groups
§ Interaction Center ® Interaction Center Workforce Management ® Forecast Settings ® Define Indicator Groups
¡ The SAP Easy Access Menu, by entering the transaction code CRM_WFM_SM.
You see the initial page for the site maintenance tool.
i. At Profile Type, display the selections and choose Work Area/Forecast / Parameters.
ii. At Sub-Type, display the selections and choose Indicator Group.
iii. Choose Search.
iv. Click Indicator Group, the topmost node of the tree, with the secondary mouse button and choose Create.
You see the Create New Parameter dialog box.
v. Enter a Profile ID, which is the name of the indicator group definition the system displays in the tree view.
vi. Enter a date defining the first day for which the indicator group definition is valid.
vii. Choose Continue.
2. You see the indicator group definition page where at the Definition area, you enter:
Field name |
Description |
Use / Notes |
External Key |
The unique identifier for the indicator group definition you entered at the Create New Parameter dialog box. |
|
Short Description |
Enter a short description of the indicator group definition. |
The system uses this description in any displays identifying the indicator group. |
Long Description |
Enter a long description of the indicator group. |
|
3. At the Effective Dates area, enter:
Field name |
Description |
Use / Notes |
Start |
Displays the date you entered at the Create New Parameter dialog box |
The system considers this indicator group definition valid for the range defined by the start and end dates. The date entries must not overlap. |
End |
Defines the last day of the interval period for which the indicator group is valid. |
12/31/9999 to specifies an open-ended validity range. |
4. At the Parameters area, enter:
Field name |
Description |
Use / Notes |
Historical Week Template |
Defines a historical week template to use as the basis for forecasting this indicator. This step is optional. |
Choose the historical week template from the drop down list. |
Forecasting Method |
Defines the forecasting method to use in calculating the forecast for this indicator group. |
Choose the method from the drop down list: · Weighted average volume forecast · Trended volume forecast |
5. Assign indicators to the indicator group by selecting them from the list of Unassigned Indicators in the table on the left. To add an indicator to the indicator group:
...
a. Choose it in the Unassigned Indicators table
b. Click on the Assign arrow.
Repeat this step for as many indicators as you wish to add to the indicator group. Remove an indicator from the indicator group by choosing it in the Assigned Indicators table, and clicking on the Unassign arrow.
6. Save your entries.
Result
You have defined the indicator groups and can assign them to your location. For more information, see Assign Parameter Settings to Locations.