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, perform the following steps:

  1. Access the report create page by either Creating a new report or Editing an existing one.

  2. Apply filters to your report according to the steps described here: How to Apply Filters to Your Report.

    NUI_Forecasting_Section_401.jpg

  3. Go to the 'SECTIONS' tab. The 'SECTIONS' tab is displayed.

  4. Select the relevant section representation type according to the following options:

    Icon Name Description
    NUI_Table.jpg Table Displays your report data in a form of a table.
    NUI_Area.jpg Area chart Displays your report data in a form of an area chart.
    NUI_Line.jpg Line chart Displays your report data in a form of a line chart.
    NUI_Columns.jpg Column chart Displays your report data in a form of a column chart.

    Note: The forecasting option is available only for section types listed above.

    Note: For further details, please see Report Section Type Examples.

    NUI_Forecasting_Section_402.jpg

  5. Enter a name for your first section in the section name field.

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

  6. Click on the 'Category Filter' field and select 'Date And Time' group from the drop-down list.

  7. Drag & drop the required dimension to the selected 'DIMENSIONS' area. Alternately, you can click the plus symbol '+' on each dimension.

    Note: For a forecasting report, only Dynamic Date, Date, and Month dimensions are supported.

    Important! For a forecasting report, only one Dimension can be selected.


    Note: At least one dimension is required to create a report.

    NUI_Forecasting_Section_403.jpg

  8. Select the 'Add Forecasting' check box.

    NUI_Forecasting_Section_404.jpg

  9. Optional: Search for a Metric using the search field. Relevant search results are displayed in the Dimensions and Metrics areas.

    Note: A number will be displayed beside each area indicating how many matching results reside in each area (Dimensions/Metrics).

  10. Optional: Select a required filter value under the 'Category Filter' drop-down to review a specific group of metrics.

  11. Drag & drop the required metric to the selected 'METRICS' area. Alternately, you can click the plus symbol '+' on each metric.

    Note: Metrics that are active for Forecasting will have an 'F' indicator. You may select more than one metric for the forecasting report.

    Note: At least one metric is required to create a report.

    NUI_Forecasting_Section_405.jpg

  12. Go to the 'DIMENSIONS' area and click on the sorting arrow icon (NUI_Arrow_button.jpg) to set the order of the data as either ascending or descending.

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

  13. Go to the 'METRICS' area and make sure that the order of the data defined with the sorting arrow icon (NUI_Arrow_button.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).

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

  15. Click on the forecasting indication icon (Forecasting_icon.jpg) within each metric to activate/disable the relevant forecasting information in relation to the selected forecasting period you defined.

    Important! At least one forecasting metric must be selected.

    Note: A blue indication means that forecasting information will be displayed, while a gray indication means that forecasting information is disabled.

    NUI_Forecasting_Section_406.jpg

  16. Click on 'SAVE SECTION'. Your section settings are saved.

    NUI_Forecasting_Section_407.jpg
  17. Optional: Add additional Sections to your report by clicking on 'Add New Section' and repeat steps 4 to 16.

  18. Click on one of the following options to save your report:
    • SAVE - Selecting this option will save your report and remain in the report edit mode.
    • SAVE & RUN - Selecting this option will save the report and redirect you to the run report screen.

      Note: If you have selected Save & Run, please continue to How to Run a Report.
Have more questions? Submit a request