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Oath Inc.

4 How to Create a Forecasting Report

Forecasting report allows you to see predicted future changes of your metrics based on the historical data analysis.

To create a forecasting report:

Step Action
1

Create a report as described at 2 How to Create a Custom Report (Report Designer) or edit an existing one as described at 1 How to Edit/Modify a Report.

2 Select Sections from the left side to define the report sections for your forecasting report.
3

Select the edit icon for Report Section 1 to define a name for the first report section. Then click enter/return to save the custom name.

Note: This will be the title of the data section representation area that is displayed at the top of the report.

4

In the Section Type area select the relevant section representation type. For a trending report select Table, Area Chart, Line Chart or Column Chart, the trending option is only available for these types.

image.png

For details on the available report section types see Sections and 3 Available Sections within a Report.

5 Select the Dimensions area, and then select Date and Time dimension group at the left side.
6

Drag & drop the required dimensions to the Dimensions area on the right side. Alternately, you can click the plus symbol '+' on each dimension.

Notes:

  • For a forecasting report, only Dynamic Date, Hour, Date, and Month dimensions are supported.
  • For a forecasting report, only one Dimension can be selected.
  • At least one dimension is required to create a report.
7

Click the Activate forecasting slider right besides the selected Section type

Example:

Slider - Forecast.jpg

8 Select the Metrics area, and then select Date and Time dimension group at the left side.
9

Drag & drop the required metrics to the Metrics area on the right side. Alternately, you can click the plus symbol '+' on each dimension.

Notes:

  • You can optionally search for a metric using the Find Dimensions/Metrics field. Relevant search results are displayed in the Dimensions and Metrics areas.
  • A number will be displayed beside each area indicating how many matching results reside in each area (Dimensions/Metrics).
  • You can optionally switch between the metrics group filters to review specific groups of metrics.
  • Metrics that are active for Forecasting will have a 'F' indicator. You may select more than one metric for the forecasting report.
  • At least one metric is required to create a report.
10

In the Metrics area, make sure that the order of the data defined with the sorting arrow icon Icon - Arrow.jpg is set to none.

Note: Each click on the sorting arrow icon cycles through the three supported states: ascending, descending and none (Arrow up = Ascending, Arrow down = Descending).

11

(optional)

Rearrange your dimensions and/or metrics from right to left to define their display order when running the report.
12

Click on the forecasting indication icon Icon - Forecast.jpg within each metric to activate/disable the relevant trend information in relation to the selected trending period you defined.

Metric Forecast Example.jpg

Notes:

  • At least one forecasting metric must be selected.
  • A blue indication means that forecasting information will be displayed, while a gray indication means that forecasting information is disabled.

13

(optional)

If you want to add more sections, select Add Section and repeat steps 3 to 13.
14

After you have defined all elements of your forecasting report you can save it. There are 2 options:

  • Select Save if the report should remain the edit mode (like before).
  • Select Save & Run to save the report and to go to the run report window.