How To Preserve The Existing Forecast When Running A Plan With Refresh Data Selected

How to Preserve the Existing Forecast when Running a Plan with Refresh Data Selected in Oracle Demand Management
Cloud
Currently, when you do a Plan Run and select the “Refresh with current data” option, all measures that have the “Refresh with current data” setting
enabled are cleared. This includes the provided “Bookings Forecast” and “Shipments Forecast” measures that the forecasting engine outputs the
forecast to. If you are running the plan to bring in newly loaded data, but you do not want to generate a new forecast, then you do not want the existing
forecast cleared. The plan run process preserves editable measures so, as a workaround, if you use an editable measure to store the forecast then it will
be preserved during plan runs when the “Refresh with current data” option is selected.
The following walks-through an example of using an editable measure for the shipments forecast. The same approach can be applied to the bookings
forecast as well as any user-defined forecast.
Step 1: Duplicate the provided "Shipments
Forecast" measure.
In this example, I named the new measure
"Shipments Forecast PRESERVE".
Leave all of the measure settings the same.
This means that:
 "Allow editing" should not be checked
 “Refresh with current data” should be checked
 “Shared Measure” should not be checked
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How to Preserve the Existing Forecast when Running a Plan with Refresh Data Selected in Oracle Demand Management Cloud
Step 2: Add the new measure to the Measure

Catalog associated with the Plan.
This is done in the “Configure Planning Analytics”
task using the “Measure Catalogs” tab.
Page 2
Step 3: Use the Action "Manage Tables, Graphs,

and Analysis Sets" to duplicate the seeded table
that is used as the Forecasting Table in the
Forecasting Profile.
For the provided “Forecast Shipments” Forecasting
Profile this would be the “Forecast Shipments
Definitions” table.
In this example, I named the new table "Forecast
Shipments Definitions PRESERVE".
Add the measure created in Step 1 to the table. In
this example, "Shipments Forecast PRESERVE".
Note that if you use the Action "Manage Tables,
Graphs, and Analysis Sets" for this, you do not need
to rerun the plan (to make the new measure
available) and you do not need to open the table.
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Step 4: Duplicate the Forecasting Profile.

In this example, I duplicated the provide "Forecast
Shipments" Forecasting Profile and named the new
Forecasting Profile "Forecast Shipments
PRESERVE".
Change the Forecast Table selection to the table
created in Step 3. In this example, "Forecast
Shipments Definitions PRESERVE".
Select "Final Shipments History" as the Input
Measure.
Select the measure created in Step 1 (“Shipments
Forecast PRESERVE") as the Output Measure.
Select the Measure Catalog associated with the
Plan
It is important to do this because a number of
forecast accuracy measures will automatically be
created and added to the Measure Catalog. These
measures will all start with "Shipments Forecast
PRESERVE".
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Step 5: Modify the measure created in Step 1

("Shipments Forecast PRESERVE").
Check the "Allow editing" option.
Select "Future" for Edit Range.
Add the following Edit Lock expression:
IF(0=0,TRUE,TRUE)
This is to prevent users from editing the measure
value.
Uncheck the "Refresh with current data" option on
the Advanced tab.
It is critical to do this, otherwise the measure will
be cleared when the plan is run with the "Refresh
with current data" option.
Page 5
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Step 6: Add the Forecasting Profile ("Forecast

Shipments PRESERVE") to the Plan.
Step 7: Run the Plan with the "Refresh with current

data" option selected and the Forecasting Profile
("Forecast Shipments PRESERVE") selected.
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When the plan run is complete, the resulting

forecast will be stored in the new, editable
measure created in Step 1 (“Forecast Shipments
PRESERVE”). Subsequent plan runs with the
"Refresh with current data" option selected, will
not clear this measure.
Note that you will need to modify the expression of

any measures that use the forecast measure.
In this case, the expression for the provided “Final
Shipments Forecast” measure should be changed
to use “Shipments Forecast PRESERVE” instead of
“Shipments Forecast”.
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The approach outlined in this document will also

preserve any locked periods for the forecasting
profile.
In the example shown, the first two time periods
(January 2022 and February 2022) were locked.
The first screenshot shows the original forecast.
The second screenshot shows the forecast
generated from a subsequent plan run. It shows
that the original forecast for the first two months
were preserved and the new forecast starts in the
third month.
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How To Preserve The Existing Forecast When Running A Plan With Refresh Data Selected

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How to Preserve the Existing Forecast when Running a Plan with Refresh Data Selected in Oracle Demand Management

Step 2: Add the new measure to the Measure

Step 3: Use the Action "Manage Tables, Graphs,

Step 4: Duplicate the Forecasting Profile.

Step 5: Modify the measure created in Step 1

Step 6: Add the Forecasting Profile ("Forecast

Step 7: Run the Plan with the "Refresh with current

When the plan run is complete, the resulting

Note that you will need to modify the expression of

The approach outlined in this document will also

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