Editing the Current View

Note:

You use very similar dialogs to edit the current view and create a new view, except that you can edit the name of a new view.

  To edit the current view:

  1. Select Edit Current View on the Predictive Planning ribbon or menu or right-click the tabbed portion of the Predictive Planning panel.

    Note:

    To create a new view, follow the instructions in Creating a New View. The New View dialog is identical to Edit View.

  2. Select data series to show in the chart and clear the rest.

    Each data series in the view can include a Past section, which contains historical data, and a Future section which contains future predicted values or other forward-looking values. The point of time that separates the Past and Future sections is determined when you run a prediction. Prediction items are described in Adding Prediction Data).

  3. Optional: Use the buttons to add scenarios (Adding a Scenario), prediction data series (Adding Prediction Data), and trend lines (Adding a Trend Line).

    Trend lines can be best fit lines through the historical data or lines based on a specified percentage of growth.

  4. Optional: Click Remove to delete the selected item from the Data Series list and the view.

  5. Optional: Use the arrow keys to change the order of selected items in the list, the lines on the chart, and the columns in the Data tab.

  6. Optional: If you are creating a new view, either accept the automatically generated name or clear Auto, and then enter a new name in the View Name text box.

  7. Click OK.

Note:

You can use Reset at any time to restore default settings to predefined views shipped with Predictive Planning.