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Function documentationTrend and Forecast Locate this document in the navigation structure

 

The Trend and Forecast template helps you to identify trends in a certain area of your business, and performs forecasts based on those trends. A trend and forecast analysis answers questions such as, “Which products are showing consistent sales increases?” and “What will be the likely demand for fruit juice next month?”

Features

The Trend and Forecast report has the features:

Feature

Description

Review the report

The report shows the base values for the metrics, the smoothed values based on the smoothing method in the Options section of the Settings panel, fitted values, and forecasted values.

The chart shows the trend and forecast performance of metrics over time. The trend chart displays the base, smoothed, fitted, and forecasted values for the currently selected metric.

Select the metrics displayed in the report

You can select metrics for the report. For information, see Data Adjusting.

Select the filters

You can select filters for dimensions not displayed in the report. For information, see Data Adjusting.

For information about using the Select dialog box, see Dimension Member Selection in Select Dialog Boxes.

Set the time frame

You can examine progress versus historical performance by changing time frames. The time frame settings vary depending on the type of Trend and Forecast report you are displaying.

For information, see Time Setting in Forecast Reports.

Set smoothing and forecasting options

For information, see Smoothing and Forecasting Options.

Update your view

You can update your view after changing settings. If Update View appears grayed out, it means there are no report changes.

Activities

  • To edit the metrics that are used in the report, click Metrics in the Adjust Data section.

  • To filter the dimensions not used in the report, click Filters in the Adjust Data section.

  • To set the time frame, use the settings in the Time section.

  • To set smoothing options, select a smoothing method from the Smoothing Method drop-down list.

  • To set forecast options, select a forecast method from the Forecasting Method drop-down list, and from the Forecast points drop-down list, select the number of data points to forecast.

  • To update the view with new time settings, click Update View.